AmSouth Investment Services
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AmSouth Investment Services Employees
Employee
Years
Job
Industry
Scott Wilkins Scott Wilkins's AmSouth Investment Services Experience January 1999 - January 2003
Job Chief Compliance Officer at NBC Securities, Inc. a correspondent of RBC Correspondent Services
Industry Financial Services
Experience
NBC Securities, Inc. a correspondent of RBC Correspondent Services June 2004 - Present
Genworth Financial January 2003 - June 2004
Amsouth Investment Services January 1999 - January 2003
Education
University of Alabama at Birmingham 1991 — 1995
Bachelor of Science (BS), Biology/Biological Sciences, General
NBC Securities, Inc. a correspondent of RBC Correspondent Services June 2004 - Present
Genworth Financial January 2003 - June 2004
Amsouth Investment Services January 1999 - January 2003
Education
University of Alabama at Birmingham 1991 — 1995
Bachelor of Science (BS), Biology/Biological Sciences, General
Doug Elder Doug Elder's AmSouth Investment Services Experience August 1997 - March 2005
Job Sales Manager and Recruiter at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. April 2005 - Present
AmSouth Investment Services August 1997 - March 2005
Banc One Securities January 1993 - August 1997
Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Financial Advisory, Securities, Investments, Investment Advisory, Strategic Financial..., Sales, Insurance, Alternative Investments, Financial Analysis, Loans, Sales Management, Credit, Series 7,24,9,10,63,65
Education
University of New Orleans 1990 — 1992
MBA
Auburn University, College of Business 1977 — 1981
BS, Business
NBC Securities, Inc. April 2005 - Present
AmSouth Investment Services August 1997 - March 2005
Banc One Securities January 1993 - August 1997
Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Financial Advisory, Securities, Investments, Investment Advisory, Strategic Financial..., Sales, Insurance, Alternative Investments, Financial Analysis, Loans, Sales Management, Credit, Series 7,24,9,10,63,65
Education
University of New Orleans 1990 — 1992
MBA
Auburn University, College of Business 1977 — 1981
BS, Business
Brian Kaelin Brian Kaelin's AmSouth Investment Services Experience January 2000 - October 2006
Job SVP, Regional Investment Sales Manager at BBVA Compass Investment Solutions, a division of BBVA Securities, Inc.
Industry Financial Services
Experience
BBVA Compass February 2007 - Present
AmSouth Investment Services January 2000 - October 2006
Bank One August 1994 - January 2000
J.J.B. Hilliard-W.L.Lyons December 1988 - August 1994
Skills
Investments, Retirement Planning, Mutual Funds, Variable Annuities, Fixed Annuities, ETFs, Fixed Income, Managed Money, Long-term Care, Wealth Accumulation..., 529 Plans, Unit Trusts, Structured Products, Equity Linked CDs
Education
University of Louisville 1987 — 1988
Bachelor of Science (B.S.), Finance
Elizabethtown Community College 1986 — 1987
BBVA Compass February 2007 - Present
AmSouth Investment Services January 2000 - October 2006
Bank One August 1994 - January 2000
J.J.B. Hilliard-W.L.Lyons December 1988 - August 1994
Skills
Investments, Retirement Planning, Mutual Funds, Variable Annuities, Fixed Annuities, ETFs, Fixed Income, Managed Money, Long-term Care, Wealth Accumulation..., 529 Plans, Unit Trusts, Structured Products, Equity Linked CDs
Education
University of Louisville 1987 — 1988
Bachelor of Science (B.S.), Finance
Elizabethtown Community College 1986 — 1987
Casey Rainey Casey Rainey's AmSouth Investment Services Experience May 2002 - February 2007
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2007 - Present
Amsouth Investment Services May 2002 - February 2007
Skills
Mutual Funds, Investments, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Equities, Securities, Strategic Financial..., Fixed Income, Alternative Investments, Asset Management, 401k, IRAs, Insurance
Education
Middle Tennessee State University 1999 — 2002
B.B.A., Finance, General
Raymond James Financial Inc. February 2007 - Present
Amsouth Investment Services May 2002 - February 2007
Skills
Mutual Funds, Investments, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Equities, Securities, Strategic Financial..., Fixed Income, Alternative Investments, Asset Management, 401k, IRAs, Insurance
Education
Middle Tennessee State University 1999 — 2002
B.B.A., Finance, General
Eric Coleman, CRCM Eric Coleman, CRCM's AmSouth Investment Services Experience November 2002 - April 2007
Job Business Risk Manager, Cards & Payments at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation January 2008 - June 2014
Morgan Keegan April 2007 - December 2007
AmSouth Investment Services November 2002 - April 2007
AmSouth Bank August 1999 - November 2002
Skills
FINRA Licenses 7, 24,..., Investment Compliance, Banking Compliance, Life, Health and..., Wealth Management, Mutual Funds, Securities, Credit, Commercial Lending, Loans, Operational Risk, Commercial Banking, Credit Analysis, Portfolio Management, Fixed Income, Small Business Lending, Retail Banking, Operational Risk..., Financial Risk, AML, Banking, Consumer Lending, Risk Management
Education
Jacksonville State University 1995 — 1999
Bachelor of Science (BS), Finance
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation January 2008 - June 2014
Morgan Keegan April 2007 - December 2007
AmSouth Investment Services November 2002 - April 2007
AmSouth Bank August 1999 - November 2002
Skills
FINRA Licenses 7, 24,..., Investment Compliance, Banking Compliance, Life, Health and..., Wealth Management, Mutual Funds, Securities, Credit, Commercial Lending, Loans, Operational Risk, Commercial Banking, Credit Analysis, Portfolio Management, Fixed Income, Small Business Lending, Retail Banking, Operational Risk..., Financial Risk, AML, Banking, Consumer Lending, Risk Management
Education
Jacksonville State University 1995 — 1999
Bachelor of Science (BS), Finance
Greg Streitman's AmSouth Investment Services Experience March 2002 - March 2005
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Commonwealth Capital Securities July 2008 - May 2009
Wachovia Securities June 2007 - July 2008
Fisher Investments March 2005 - September 2005
AmSouth Investment Services March 2002 - March 2005
Skills
Series 7, Mutual Funds, CRM, Business Development, Investments, Financial Services, Finance, Equities, Fixed Income, Leadership, Sales, Management, Marketing, Trading, Options, Small Business, Customer Retention, Coaching, Fixed Annuities, Banking
Education
Florida State University
Bachelors of science, International Marketing
Wells Fargo July 2014 - Present
Commonwealth Capital Securities July 2008 - May 2009
Wachovia Securities June 2007 - July 2008
Fisher Investments March 2005 - September 2005
AmSouth Investment Services March 2002 - March 2005
Skills
Series 7, Mutual Funds, CRM, Business Development, Investments, Financial Services, Finance, Equities, Fixed Income, Leadership, Sales, Management, Marketing, Trading, Options, Small Business, Customer Retention, Coaching, Fixed Annuities, Banking
Education
Florida State University
Bachelors of science, International Marketing
Wanda Decker Wanda Decker's AmSouth Investment Services Experience February 1996 - February 2007
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Raymond James Investment Services February 2007 - December 2013
Morgan Keegan 2007 - December 2013
AmSouth Investment Services February 1996 - February 2007
Education
Daytona State College 1978 — 1981
Business Administration, Business and Financial Services
Ameriprise Financial Services, Inc. December 2013 - Present
Raymond James Investment Services February 2007 - December 2013
Morgan Keegan 2007 - December 2013
AmSouth Investment Services February 1996 - February 2007
Education
Daytona State College 1978 — 1981
Business Administration, Business and Financial Services
Derek G. Frosh, CFP®, CIMA®'s AmSouth Investment Services Experience 1997 - 2000
Job Senior Vice President Wealth Management, Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2013 - Present
Wells Fargo Advisors, LLC January 2001 - January 2013
AmSouth Investment Services 1997 - 2000
Olde Discount 1995 - 1997
United States Marine Corps 1987 - 1995
Skills
Series 7, Investments, Wealth Management, Finance, Portfolio Management, Management, Retirement Planning, Financial Planning, Mutual Funds, Asset Allocation, Strategic Planning, Asset Management
Education
University of Florida - Warrington College Of Business 1993 — 1995
B.S.B.A, Finance
CFA Institute 2012 — 2014
Level II CFA Candidate
Certified Financial Planning Board of Standards, Inc. 2008 — 2008
CFP®, Certified Financial Planner®
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, IMCA - Certified Investment Management Analyst® Program
Defense Language Institute, Monterey, CA 1988 — 1989
Certificate in Russian
UBS Financial Services, Inc. January 2013 - Present
Wells Fargo Advisors, LLC January 2001 - January 2013
AmSouth Investment Services 1997 - 2000
Olde Discount 1995 - 1997
United States Marine Corps 1987 - 1995
Skills
Series 7, Investments, Wealth Management, Finance, Portfolio Management, Management, Retirement Planning, Financial Planning, Mutual Funds, Asset Allocation, Strategic Planning, Asset Management
Education
University of Florida - Warrington College Of Business 1993 — 1995
B.S.B.A, Finance
CFA Institute 2012 — 2014
Level II CFA Candidate
Certified Financial Planning Board of Standards, Inc. 2008 — 2008
CFP®, Certified Financial Planner®
University of Pennsylvania - The Wharton School 2008 — 2008
CIMA®, IMCA - Certified Investment Management Analyst® Program
Defense Language Institute, Monterey, CA 1988 — 1989
Certificate in Russian
Colin Tripp, PHR's AmSouth Investment Services Experience August 2002 - August 2003
Job Internet Sales
Industry Retail
Experience
Discount Outdoor Gear May 2014 - Present
Rainwater, Holt, & Sexton, PA September 2012 - December 2014
20/20 Eyecare May 2009 - July 2012
Care Solutions, Inc. October 2003 - May 2009
Amsouth Investment Services August 2002 - August 2003
MSI International 2001 - 2002
Skills
Operations Management, Compensation/Benefits, Training & Development, Recruitment/Retention, Harassment/EEO..., Employee Relations, Policy Design &..., Workers’ Compensation &..., Recruiting, Employee Training, Deferred Compensation, Interviews, Talent Acquisition, Human Resources, Performance Management, Onboarding, New Hire Orientations, HR Policies, Personnel Management, FMLA, Executive Search, Sourcing, EEO, Benefits Administration, Employee Benefits, Talent Management, Coaching, Leadership Development, Screening, Training, Organizational..., Employee Engagement, Temporary Placement, Career Development, Employment Law, Succession Planning, Conflict Resolution, Labor Relations, Applicant Tracking..., Workforce Planning, Job Descriptions, HRIS, Hiring, College Recruiting, HR Consulting, Technical Recruiting, Resume Writing, Employee Handbooks, Background Checks, Compensation & Benefit
Education
University of Louisiana at Monroe
B.A, Sociology
University of Louisiana at Monroe
B.S., Pre-Medicine
Discount Outdoor Gear May 2014 - Present
Rainwater, Holt, & Sexton, PA September 2012 - December 2014
20/20 Eyecare May 2009 - July 2012
Care Solutions, Inc. October 2003 - May 2009
Amsouth Investment Services August 2002 - August 2003
MSI International 2001 - 2002
Skills
Operations Management, Compensation/Benefits, Training & Development, Recruitment/Retention, Harassment/EEO..., Employee Relations, Policy Design &..., Workers’ Compensation &..., Recruiting, Employee Training, Deferred Compensation, Interviews, Talent Acquisition, Human Resources, Performance Management, Onboarding, New Hire Orientations, HR Policies, Personnel Management, FMLA, Executive Search, Sourcing, EEO, Benefits Administration, Employee Benefits, Talent Management, Coaching, Leadership Development, Screening, Training, Organizational..., Employee Engagement, Temporary Placement, Career Development, Employment Law, Succession Planning, Conflict Resolution, Labor Relations, Applicant Tracking..., Workforce Planning, Job Descriptions, HRIS, Hiring, College Recruiting, HR Consulting, Technical Recruiting, Resume Writing, Employee Handbooks, Background Checks, Compensation & Benefit
Education
University of Louisiana at Monroe
B.A, Sociology
University of Louisiana at Monroe
B.S., Pre-Medicine
Harvey Freeman Harvey Freeman's AmSouth Investment Services Experience May 2002 - August 2006
Job Director of Real Estate Services
Industry Hospital & Health Care
Experience
Brookdale Senior Living May 2010 - Present
State of Tennessee - Finance and Administration (RPA) January 2006 - May 2010
Amsouth Investment Services May 2002 - August 2006
Skills
Real Estate, Financial Analysis, Healthcare, Negotiation, Customer Relations, Customer Service, Team Building, Budgets, Marketing, Contract Negotiation, Sales, Marketing Strategy, Selling, Public Speaking, Leadership, Strategic Planning, Training
Education
Belmont University 2000 — 2002
BA, Finance
Belmont University 1999 — 2002
Bachelor of Science (BS), Finance
Belmont University 1999 — 2002
Brookdale Senior Living May 2010 - Present
State of Tennessee - Finance and Administration (RPA) January 2006 - May 2010
Amsouth Investment Services May 2002 - August 2006
Skills
Real Estate, Financial Analysis, Healthcare, Negotiation, Customer Relations, Customer Service, Team Building, Budgets, Marketing, Contract Negotiation, Sales, Marketing Strategy, Selling, Public Speaking, Leadership, Strategic Planning, Training
Education
Belmont University 2000 — 2002
BA, Finance
Belmont University 1999 — 2002
Bachelor of Science (BS), Finance
Belmont University 1999 — 2002
Christi Hays Christi Hays's AmSouth Investment Services Experience 2001 - 2003
Job Executive Leader
Industry Education Management
Experience
Stratford University May 2011 - May 2012
The Accrediting Council of Independent Colleges and Schools (ACICS) 2007 - 2012
Corinthian Colleges July 2010 - May 2011
Corinthian Colleges August 2009 - July 2010
Draughons Junior College August 2008 - August 2009
Draughons Junior College May 2003 - August 2008
Miller-Motte Technical College 2002 - 2003
AmSouth Investment Services 2001 - 2003
Skills
University Teaching, Admissions, Higher Education, Data Analysis, Enrollment Management, Staff Development, Leadership, Recruiting, Training, Strategy, Leadership Development, Interviews, Marketing, Program Management, Public Speaking, Student Recruiting, Career Counseling, Student Affairs, Management, Research, Strategic Partnerships, Policy, Retaining Customers, Faculty Development, Educational Leadership, Student Financial Aid, Campus, Curriculum Design, Accreditation, Adult Education, Academic Administration, CampusVue, Teaching, Mentoring, Distance Learning, Resume Writing, Human Resources, Coaching, Time Management, Student Development, Budgets, Higher Education..., E-Learning, Instructional Design, Customer Retention
Education
Liberty University 2012 — 2014
Doctor of Education (EdD), EDD
Bethel College 2007 — 2008
MBA, Business Administration, Management and Operations
Austin Peay State University 1996 — 2002
BS, Public Management
Stratford University May 2011 - May 2012
The Accrediting Council of Independent Colleges and Schools (ACICS) 2007 - 2012
Corinthian Colleges July 2010 - May 2011
Corinthian Colleges August 2009 - July 2010
Draughons Junior College August 2008 - August 2009
Draughons Junior College May 2003 - August 2008
Miller-Motte Technical College 2002 - 2003
AmSouth Investment Services 2001 - 2003
Skills
University Teaching, Admissions, Higher Education, Data Analysis, Enrollment Management, Staff Development, Leadership, Recruiting, Training, Strategy, Leadership Development, Interviews, Marketing, Program Management, Public Speaking, Student Recruiting, Career Counseling, Student Affairs, Management, Research, Strategic Partnerships, Policy, Retaining Customers, Faculty Development, Educational Leadership, Student Financial Aid, Campus, Curriculum Design, Accreditation, Adult Education, Academic Administration, CampusVue, Teaching, Mentoring, Distance Learning, Resume Writing, Human Resources, Coaching, Time Management, Student Development, Budgets, Higher Education..., E-Learning, Instructional Design, Customer Retention
Education
Liberty University 2012 — 2014
Doctor of Education (EdD), EDD
Bethel College 2007 — 2008
MBA, Business Administration, Management and Operations
Austin Peay State University 1996 — 2002
BS, Public Management
Carl Stringfellow Carl Stringfellow's AmSouth Investment Services Experience January 2000 - March 2003
Job Financial Sales Manager at Regions Investment Services
Industry Financial Services
Experience
Regions Investment Services January 2013 - Present
Regions Investment Services March 2003 - January 2013
AmSouth Investment Services January 2000 - March 2003
AmSouth Bank June 1996 - 2000
Skills
Investments, Banking, Mutual Funds, Series 7, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Financial Services, Series 24, Series 63, Fixed Annuities, Life Insurance, Strategic Financial..., Wealth Management, Portfolio Management, Finance
Education
University of Alabama 1994 — 1996
Bachelor's degree, Finance and Financial Management Services
University of Mississippi 1992 — 1994
Mountain Brook 1988 — 1992
Regions Investment Services January 2013 - Present
Regions Investment Services March 2003 - January 2013
AmSouth Investment Services January 2000 - March 2003
AmSouth Bank June 1996 - 2000
Skills
Investments, Banking, Mutual Funds, Series 7, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Financial Services, Series 24, Series 63, Fixed Annuities, Life Insurance, Strategic Financial..., Wealth Management, Portfolio Management, Finance
Education
University of Alabama 1994 — 1996
Bachelor's degree, Finance and Financial Management Services
University of Mississippi 1992 — 1994
Mountain Brook 1988 — 1992
Douglas Minor Douglas Minor's AmSouth Investment Services Experience January 2000 - February 2007
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates November 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
AmSouth Investment Services January 2000 - February 2007
Skills
Mutual Funds, Investment Strategies, Investments, Finance, Retirement, Life Insurance, Mortgage Lending, Bonds, Series 7, Financial Services, 529 Plans, Retirement Planning, Investment Management, Fixed Income, Stocks, Variable Annuities, Long Term Care Insurance, Asset Allocation, Portfolio Management
Education
Millsaps College 1973 — 1977
Bachelor's degree, Political Science
Raymond James & Associates November 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
AmSouth Investment Services January 2000 - February 2007
Skills
Mutual Funds, Investment Strategies, Investments, Finance, Retirement, Life Insurance, Mortgage Lending, Bonds, Series 7, Financial Services, 529 Plans, Retirement Planning, Investment Management, Fixed Income, Stocks, Variable Annuities, Long Term Care Insurance, Asset Allocation, Portfolio Management
Education
Millsaps College 1973 — 1977
Bachelor's degree, Political Science
Greg Miles Greg Miles's AmSouth Investment Services Experience January 1992 - November 1995
Job SVP and Manager of Treasury Management Products and Services at Regions Bank
Industry Banking
Experience
Regions Bank April 2010 - Present
Regions Bank November 1995 - Present
Regions Bank August 1984 - Present
Regions Bank August 1984 - Present
Regions Bank August 1984 - Present
AmSouth Investment Services January 1992 - November 1995
Office of the Comptroller of the Currency June 1982 - August 1984
Skills
Internet Banking, Usability, Banking, Relationship Management, Financial Services, Payments, Risk Management, Product Management, Vendor Management
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1993
Stonier Graduate School of Banking, Banking
University of Alabama at Birmingham 1985 — 1987
MBA, Business
University of Alabama 1978 — 1982
Bachelor of Science in Commerce and Business Administration, Corporate Finance and Investment Management
Regions Bank April 2010 - Present
Regions Bank November 1995 - Present
Regions Bank August 1984 - Present
Regions Bank August 1984 - Present
Regions Bank August 1984 - Present
AmSouth Investment Services January 1992 - November 1995
Office of the Comptroller of the Currency June 1982 - August 1984
Skills
Internet Banking, Usability, Banking, Relationship Management, Financial Services, Payments, Risk Management, Product Management, Vendor Management
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1993
Stonier Graduate School of Banking, Banking
University of Alabama at Birmingham 1985 — 1987
MBA, Business
University of Alabama 1978 — 1982
Bachelor of Science in Commerce and Business Administration, Corporate Finance and Investment Management
Justin Howell Justin Howell's AmSouth Investment Services Experience October 2003 - May 2004
Job Financial Advisor at Voya Financial
Industry Financial Services
Experience
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Voya Financial February 2015 - Present
VALIC May 2010 - February 2015
Stifel Nicolaus October 2009 - May 2010
Stifel Nicolaus & Company October 2009 - May 2010
UBS February 2005 - October 2009
AmSouth Investment Services October 2003 - May 2004
Skills
Access, Analysis, Finance, Management, Mutual Funds, Customer Service, Inventory Management, Microsoft Office, Trading, Securities, Retirement, Computer Hardware, Series 7, Financial Analysis, Investments, Banking, ERISA, 403 b, 401k, Rollovers, Personal Financial..., Monte Carlo Simulation, Research, Qualified Retirement..., Fixed Annuities, Financial Advisory, Strategic Financial...
Education
Union University
Master, Business Administration
Union University 1999 — 2004
Bachelor of Science, Business Administration; Economics/Finance and Financial Analysis
Linda Head Linda Head's AmSouth Investment Services Experience September 1982 - March 2007
Job Manager at Regional Brokerage Firm
Industry Financial Services
Experience
Sterne Agee August 2007 - Present
AmSouth Investment Services September 1982 - March 2007
Merrill Lynch June 1980 - August 1982
Skills
Banking, Finance, Wealth Management, Series 7, Securities, Investments, Financial Modeling, Portfolio Management, Management, Financial Analysis, Fixed Income
Education
University of Montevallo 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sterne Agee August 2007 - Present
AmSouth Investment Services September 1982 - March 2007
Merrill Lynch June 1980 - August 1982
Skills
Banking, Finance, Wealth Management, Series 7, Securities, Investments, Financial Modeling, Portfolio Management, Management, Financial Analysis, Fixed Income
Education
University of Montevallo 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General
Amanda Strembicke, CFP® Amanda Strembicke, CFP®'s AmSouth Investment Services Experience April 1998 - February 2007
Job CERTIFIED FINANCIAL PLANNER ™professional & Financial Advisor Cambridge Investment Research
Industry Financial Services
Experience
Practical Financial Solutions January 2010 - Present
RBC Wealth Management August 2007 - January 2010
AmSouth Investment Services April 1998 - February 2007
Skills
Retirement Planning, educational seminars, Comprehensive Wealth..., Financial Planning, Tactical Asset..., retirement plan design, Employee Benefits, Retirement Income..., Retirement Plan..., 401k Rollovers, College Savings Plans, Gap Analysis
Education
The American College 2003 — 2007
Certified Financial Planner (tm) professional
University of North Alabama 1988 — 1992
Bachelor of Science, Finance
Practical Financial Solutions January 2010 - Present
RBC Wealth Management August 2007 - January 2010
AmSouth Investment Services April 1998 - February 2007
Skills
Retirement Planning, educational seminars, Comprehensive Wealth..., Financial Planning, Tactical Asset..., retirement plan design, Employee Benefits, Retirement Income..., Retirement Plan..., 401k Rollovers, College Savings Plans, Gap Analysis
Education
The American College 2003 — 2007
Certified Financial Planner (tm) professional
University of North Alabama 1988 — 1992
Bachelor of Science, Finance
John Allen Clausen's AmSouth Investment Services Experience February 2000 - July 2001
Job Managing Director, Investments Branch Manager at Raymond James & Associates 3183271120
Industry Investment Management
Experience
Raymond James & Associates July 2001 - Present
Amsouth Investment Services February 2000 - July 2001
Invest Financial Corporation July 1998 - February 2000
Skills
Investment Advisory, Investment Strategies, Retirement Planning, Asset Management, Asset Allocation, Fixed Income, Asset Based Lending, Wealth Management, Financial Advisory, Fixed Annuities, Variable Annuities, Portfolio Management, Stocks, Bonds, Municipal Bonds
Education
Louisiana State University 1979 — 1984
Risk and Insurance
Hanson Memorial High School 1975 — 1979
Raymond James & Associates July 2001 - Present
Amsouth Investment Services February 2000 - July 2001
Invest Financial Corporation July 1998 - February 2000
Skills
Investment Advisory, Investment Strategies, Retirement Planning, Asset Management, Asset Allocation, Fixed Income, Asset Based Lending, Wealth Management, Financial Advisory, Fixed Annuities, Variable Annuities, Portfolio Management, Stocks, Bonds, Municipal Bonds
Education
Louisiana State University 1979 — 1984
Risk and Insurance
Hanson Memorial High School 1975 — 1979
Keith MacDougall's AmSouth Investment Services Experience 1999 - 2003
Job
Industry Financial Services
Experience
National Financial December 2003 - Present
Amsouth Investment Services 1999 - 2003
First American Investment Services Group 1998 - 1999
Pioneer Securities 1992 - 1998
Skills
Series 7, Series 63, Securities, Series 24, Relationship Management, FINRA, Mutual Funds, Investments, Fixed Income, Financial Services, Investment Advisory..., Wealth Management, Alternative Investments, Risk Management, Retirement, Investment Advisory, 401k, Series 27, Series 53
Education
Toastmasters 2006 — 2008
The University of Tennessee at Chattanooga 1990 — 1992
MBA, Finance
The University of Tennessee at Chattanooga 1986 — 1990
BS, Major in Finance, Minor Economics
National Financial December 2003 - Present
Amsouth Investment Services 1999 - 2003
First American Investment Services Group 1998 - 1999
Pioneer Securities 1992 - 1998
Skills
Series 7, Series 63, Securities, Series 24, Relationship Management, FINRA, Mutual Funds, Investments, Fixed Income, Financial Services, Investment Advisory..., Wealth Management, Alternative Investments, Risk Management, Retirement, Investment Advisory, 401k, Series 27, Series 53
Education
Toastmasters 2006 — 2008
The University of Tennessee at Chattanooga 1990 — 1992
MBA, Finance
The University of Tennessee at Chattanooga 1986 — 1990
BS, Major in Finance, Minor Economics
Alex McCoy, CFP®'s AmSouth Investment Services Experience August 2004 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Securities America, Inc. Member FINRA/SIPC July 2007 - January 2011
Mikkelsen Wealth Management January 2007 - June 2007
AmSouth Investment Services August 2004 - December 2006
NBC Securities August 2002 - July 2004
Skills
Series 3, Series 4, Series 7, Series 24, Series 27, Series 31, Series 53, Series 63, Series 65, Colorado Insurance..., Financial Services, FINRA, Securities, Retirement Planning, Fixed Annuities, Uniform Combined State..., Mutual Funds, Investment Advisory, Wealth Management
Education
University of Central Florida 1998 — 2002
Business Adminstration, Finance
TIAA-CREF January 2011 - Present
Securities America, Inc. Member FINRA/SIPC July 2007 - January 2011
Mikkelsen Wealth Management January 2007 - June 2007
AmSouth Investment Services August 2004 - December 2006
NBC Securities August 2002 - July 2004
Skills
Series 3, Series 4, Series 7, Series 24, Series 27, Series 31, Series 53, Series 63, Series 65, Colorado Insurance..., Financial Services, FINRA, Securities, Retirement Planning, Fixed Annuities, Uniform Combined State..., Mutual Funds, Investment Advisory, Wealth Management
Education
University of Central Florida 1998 — 2002
Business Adminstration, Finance
Julius Williams, III's AmSouth Investment Services Experience November 2003 - November 2006
Job Compliance Director Internal Investigations & Regulatory Response
Industry Financial Services
Experience
SunTrust Investment Services, Inc. 2015 - Present
Regions Financial Corporation November 2011 - January 2015
BBVA Compass October 2010 - November 2011
Regions Financial Corporation November 2006 - October 2010
AmSouth Investment Services November 2003 - November 2006
Salomon Smith Barney 1999 - 2002
Skills
Compliance, Risk Management, Securities, Series 7, Series 63, Investments
Education
Nova Southeastern University 1996 — 1998
MBA, Business-General
Tuskegee University 1985 — 1989
B.S., Accounting
SunTrust Investment Services, Inc. 2015 - Present
Regions Financial Corporation November 2011 - January 2015
BBVA Compass October 2010 - November 2011
Regions Financial Corporation November 2006 - October 2010
AmSouth Investment Services November 2003 - November 2006
Salomon Smith Barney 1999 - 2002
Skills
Compliance, Risk Management, Securities, Series 7, Series 63, Investments
Education
Nova Southeastern University 1996 — 1998
MBA, Business-General
Tuskegee University 1985 — 1989
B.S., Accounting
Randy Phinney's AmSouth Investment Services Experience February 2006 - February 2007
Job Owner of Right Side of the Chart LLC
Industry Financial Services
Experience
Right Side of the Chart LLC January 2012 - Present
Independent February 2007 - Present
AmSouth Investment Services February 2006 - February 2007
Fifth Third Securities October 2001 - February 2006
Huntington Investment Company May 1998 - October 2001
Barnett Investments October 1996 - May 1998
Merrill Lynch May 1995 - July 1996
Skills
Options, Stocks, Investments, Trading, Securities, Investment Strategies, Investment Management, ETFs, Portfolio Management, Financial Services, Financial Analysis, Leadership
Education
Florida State University - College of Business
Bachelor's Degree, Marketing
Florida State University - College of Business
Bachelor of Science (B.S.), Multinational Business Operations
Right Side of the Chart LLC January 2012 - Present
Independent February 2007 - Present
AmSouth Investment Services February 2006 - February 2007
Fifth Third Securities October 2001 - February 2006
Huntington Investment Company May 1998 - October 2001
Barnett Investments October 1996 - May 1998
Merrill Lynch May 1995 - July 1996
Skills
Options, Stocks, Investments, Trading, Securities, Investment Strategies, Investment Management, ETFs, Portfolio Management, Financial Services, Financial Analysis, Leadership
Education
Florida State University - College of Business
Bachelor's Degree, Marketing
Florida State University - College of Business
Bachelor of Science (B.S.), Multinational Business Operations
Ann Robinson's AmSouth Investment Services Experience April 2000 - February 2007
Job SVP Product Management at RegEd, Inc.
Industry Financial Services
Experience
RegEd September 2012 - Present
Morgan Keegan January 2007 - September 2012
AmSouth Investment Services April 2000 - February 2007
Skills
Compliance, Securities, Insurance, Series 7, Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Leadership, FINRA, Finance, AML, Product Management, Enterprise Software, Banking, Series 63, Financial Services, Wealth Management, Mutual Funds, Portfolio Management, Equities, Series 24, Relationship Management, Trading, Investment Advisory, Investments, Asset Management, Investment Banking, Financial Risk, Fixed Income, Executive Management, Alternative Investments, Asset Allocation, Mergers & Acquisitions, Strategic Financial..., Investment Management, Hedge Funds, Financial Analysis, Capital Markets, Financial Markets, Financial Modeling, Options, Due Diligence, Anti Money Laundering
Education
University of Alabama at Birmingham 2004 — 2006
Master of Business Administration
Samford University 2000 — 2002
Bachelor of Science
RegEd September 2012 - Present
Morgan Keegan January 2007 - September 2012
AmSouth Investment Services April 2000 - February 2007
Skills
Compliance, Securities, Insurance, Series 7, Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Leadership, FINRA, Finance, AML, Product Management, Enterprise Software, Banking, Series 63, Financial Services, Wealth Management, Mutual Funds, Portfolio Management, Equities, Series 24, Relationship Management, Trading, Investment Advisory, Investments, Asset Management, Investment Banking, Financial Risk, Fixed Income, Executive Management, Alternative Investments, Asset Allocation, Mergers & Acquisitions, Strategic Financial..., Investment Management, Hedge Funds, Financial Analysis, Capital Markets, Financial Markets, Financial Modeling, Options, Due Diligence, Anti Money Laundering
Education
University of Alabama at Birmingham 2004 — 2006
Master of Business Administration
Samford University 2000 — 2002
Bachelor of Science
Nancy Reach's AmSouth Investment Services Experience July 2004 - February 2007
Job Investment Associate
Industry Financial Services
Experience
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
Wes Parker's AmSouth Investment Services Experience February 2001 - February 2005
Job Vice President Private Client Group at First Commercial Bank
Industry Banking
Experience
First Commercial Bank September 2015 - Present
Morgan Stanley Smith Barney July 2010 - Present
Regions Morgan Keegan November 2007 - July 2010
Regions Morgan Keegan Select Funds February 2005 - November 2007
AmSouth Investment Services February 2001 - February 2005
American Express Financial Advisors June 2000 - February 2001
Skills
Banking, Mortgage Lending, Credit, Risk Management, Investments, Series 7, Portfolio Management, Alternative Investments, Series 63, Retirement Planning, Equities, Strategic Financial..., Investment Advisory, Wealth Management, Loans, Financial Analysis, Small Business Lending, Commercial Lending, Asset Allocation, Asset Management, Securities, Finance, Private Banking, Mutual Funds
Education
University of Alabama 1996 — 2000
B.S., Financial Management
First Commercial Bank September 2015 - Present
Morgan Stanley Smith Barney July 2010 - Present
Regions Morgan Keegan November 2007 - July 2010
Regions Morgan Keegan Select Funds February 2005 - November 2007
AmSouth Investment Services February 2001 - February 2005
American Express Financial Advisors June 2000 - February 2001
Skills
Banking, Mortgage Lending, Credit, Risk Management, Investments, Series 7, Portfolio Management, Alternative Investments, Series 63, Retirement Planning, Equities, Strategic Financial..., Investment Advisory, Wealth Management, Loans, Financial Analysis, Small Business Lending, Commercial Lending, Asset Allocation, Asset Management, Securities, Finance, Private Banking, Mutual Funds
Education
University of Alabama 1996 — 2000
B.S., Financial Management
Alisa Jones's AmSouth Investment Services Experience 2000 - 2007
Job Nurse at Health and Rehab Facilty
Industry Information Technology and Services
Experience
Health and Rehab Facility March 2015 - Present
SunGard April 2007 - December 2010
NAAAHR 2008 - 2009
AmSouth Investment Services 2000 - 2007
Skills
Benefits Administration, Software Documentation, Process Improvement, Access, Call Centers, Employee Relations, Payroll, Training, PeopleSoft, Team Building, Human Resources, Outlook, Accounting, Accounts Receivable, Analysis
Education
Southeastern School of Cosmetology 2007 — 2009
Master Cosmetologist, Cosmetology/Cosmetologist, General
Faulkner University 1996 — 1999
Bachelor
Health and Rehab Facility March 2015 - Present
SunGard April 2007 - December 2010
NAAAHR 2008 - 2009
AmSouth Investment Services 2000 - 2007
Skills
Benefits Administration, Software Documentation, Process Improvement, Access, Call Centers, Employee Relations, Payroll, Training, PeopleSoft, Team Building, Human Resources, Outlook, Accounting, Accounts Receivable, Analysis
Education
Southeastern School of Cosmetology 2007 — 2009
Master Cosmetologist, Cosmetology/Cosmetologist, General
Faulkner University 1996 — 1999
Bachelor
Tommy Brannan's AmSouth Investment Services Experience 2003 - 2005
Job SVP at Capitas Distributors, Inc
Industry Insurance
Experience
Capitas Financial January 2011 - Present
AmSouth Investment Services 2003 - 2005
Skills
Retirement Planning, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Auburn University 1977 — 1981
Bachelor of Science (B.S.), Forestry Managment
Auburn University 1977 — 1981
Bachelor of Science Forestry Management, Forestry Management
Capitas Financial January 2011 - Present
AmSouth Investment Services 2003 - 2005
Skills
Retirement Planning, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Auburn University 1977 — 1981
Bachelor of Science (B.S.), Forestry Managment
Auburn University 1977 — 1981
Bachelor of Science Forestry Management, Forestry Management
Corey McWhorter's AmSouth Investment Services Experience June 2002 - June 2003
Job VP Business Banking at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation September 2014 - Present
NobleBank & Trust September 2013 - September 2014
BB&T January 2013 - September 2013
BB&T January 2007 - December 2012
Colonial Bank October 2005 - December 2006
AmSouth Bank June 2003 - October 2005
AmSouth Investment Services June 2002 - June 2003
AmSouth Investment Services May 1999 - June 2002
AmSouth Investment Services June 1998 - May 1999
AmSouth Bank May 1996 - June 1998
Education
Jacksonville State University
Bachelor of Science (BS), Finance, General
Anniston High School
Regions Financial Corporation September 2014 - Present
NobleBank & Trust September 2013 - September 2014
BB&T January 2013 - September 2013
BB&T January 2007 - December 2012
Colonial Bank October 2005 - December 2006
AmSouth Bank June 2003 - October 2005
AmSouth Investment Services June 2002 - June 2003
AmSouth Investment Services May 1999 - June 2002
AmSouth Investment Services June 1998 - May 1999
AmSouth Bank May 1996 - June 1998
Education
Jacksonville State University
Bachelor of Science (BS), Finance, General
Anniston High School