Duncan-Williams, Inc.
Industry: Company
DescriptionHeadquarters: Memphis, TN Founded: 1969
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Duncan-Williams, Inc. Employees
Employee
Years
Job
Industry
Dax Miller Dax Miller's Duncan-Williams, Inc. Experience July 2009 - November 2010
Job ...
Industry Military
Experience
US Army October 2013 - Present
Simmons First Investment Group November 2010 - Present
Duncan Williams Inc July 2009 - November 2010
Skills
Investments, Investment Banking, Bloomberg, Sales, Account Management, Investment Research, Municipal Bonds, High Yield Bonds, Government Bonds, Bonds, Business Relationship..., Building Relationships, Investor Relations, Direct Sales, Sales Presentations, Sales Prospecting, Sales Process, Manners, Professional Manner, Telephone Skills, Business Travel, Customer Service, Customer Oriented
Education
Belhaven College 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Mississippi 2005 — 2006
Business, Business Administration, Management and Operations
US Army October 2013 - Present
Simmons First Investment Group November 2010 - Present
Duncan Williams Inc July 2009 - November 2010
Skills
Investments, Investment Banking, Bloomberg, Sales, Account Management, Investment Research, Municipal Bonds, High Yield Bonds, Government Bonds, Bonds, Business Relationship..., Building Relationships, Investor Relations, Direct Sales, Sales Presentations, Sales Prospecting, Sales Process, Manners, Professional Manner, Telephone Skills, Business Travel, Customer Service, Customer Oriented
Education
Belhaven College 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Mississippi 2005 — 2006
Business, Business Administration, Management and Operations
Christie Johnson Christie Johnson's Duncan-Williams, Inc. Experience March 2015 - Present
Job Business Development Manager, DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. March 2015 - Present
Duncan-Williams, Inc. August 2014 - March 2015
FTN Financial January 2009 - May 2014
The University of Memphis April 2007 - January 2009
Skills
Marketing, Training, Project Management, Brand Management, Sales, Customer Service, Social Media Marketing, Budgets
Education
The University of Memphis
Bachelor of Arts (B.A.), Political Science and Government
Duncan-Williams, Inc. March 2015 - Present
Duncan-Williams, Inc. August 2014 - March 2015
FTN Financial January 2009 - May 2014
The University of Memphis April 2007 - January 2009
Skills
Marketing, Training, Project Management, Brand Management, Sales, Customer Service, Social Media Marketing, Budgets
Education
The University of Memphis
Bachelor of Arts (B.A.), Political Science and Government
Chelsea Lanier Chelsea Lanier's Duncan-Williams, Inc. Experience May 2013 - August 2013
Job Associate Marketing Specialist at FedEx Services
Industry Marketing and Advertising
Experience
FedEx Services January 2015 - Present
International Paper September 2014 - December 2014
FedEx Services May 2014 - August 2014
Presbyterian Day School March 2012 - May 2014
Duncan-Williams, Inc. May 2013 - August 2013
Hillstone Restaurant Group May 2010 - March 2012
Skills
Time Management, Marketing, Advertising, Customer Service, Public Speaking, Team Leadership, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Social Media Marketing, Marketing Research, Project Management, Leadership, Social Networking, Facebook, Microsoft Office, Teamwork
Education
The University of Memphis 2010 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
FedEx Services January 2015 - Present
International Paper September 2014 - December 2014
FedEx Services May 2014 - August 2014
Presbyterian Day School March 2012 - May 2014
Duncan-Williams, Inc. May 2013 - August 2013
Hillstone Restaurant Group May 2010 - March 2012
Skills
Time Management, Marketing, Advertising, Customer Service, Public Speaking, Team Leadership, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Social Media Marketing, Marketing Research, Project Management, Leadership, Social Networking, Facebook, Microsoft Office, Teamwork
Education
The University of Memphis 2010 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Zack Rutland Zack Rutland's Duncan-Williams, Inc. Experience March 2013 - September 2014
Job Institutional Relationship Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Institutional December 2014 - Present
Duncan-Williams, Inc. March 2013 - September 2014
Skills
Outsourcing Management, Human Capital, Tax Preparation, Business Process..., Workers Compensation, Business Process..., Human Resources, ADP Payroll, Payroll, Business Process..., Time & Attendance, Cold Calling, Territory Planning, Athletes, Professional Networking, Closing Skills, Printers, Workflow Solutions, B2B, Quotas, Sales Presentations, Xerox, Device Management, Print Production, Writing, Public Speaking, Print Management, Durable Medical..., Document Management, Medical Devices, Operating Room, Hospitals, Healthcare, Orthopedics, Selling Skills, Sales Operations, Series 63, Sales
Education
University of Mississippi - School of Business Administration 2007 — 2010
Memphis University School 2002 — 2006
TD Ameritrade Institutional December 2014 - Present
Duncan-Williams, Inc. March 2013 - September 2014
Skills
Outsourcing Management, Human Capital, Tax Preparation, Business Process..., Workers Compensation, Business Process..., Human Resources, ADP Payroll, Payroll, Business Process..., Time & Attendance, Cold Calling, Territory Planning, Athletes, Professional Networking, Closing Skills, Printers, Workflow Solutions, B2B, Quotas, Sales Presentations, Xerox, Device Management, Print Production, Writing, Public Speaking, Print Management, Durable Medical..., Document Management, Medical Devices, Operating Room, Hospitals, Healthcare, Orthopedics, Selling Skills, Sales Operations, Series 63, Sales
Education
University of Mississippi - School of Business Administration 2007 — 2010
Memphis University School 2002 — 2006
Casey Beck Casey Beck's Duncan-Williams, Inc. Experience September 2013 - December 2014
Job Associate Auditor at AutoZone, Inc.
Industry Financial Services
Experience
AutoZone, Inc. January 2015 - Present
Duncan Williams, Inc. September 2013 - December 2014
Duncan Williams, Inc. June 2013 - August 2013
Center for Entrepreneurship and Innovation January 2013 - May 2013
AutoZone May 2012 - August 2012
Skills
Spanish-speaking, Spanish, People Skills, People-oriented, Spanish-English, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Interpersonal..., Customer Service, Critical Thinking, Leadership, Social Networking, Telephone Skills, Event Planning, Phone Etiquette, Customer Satisfaction, Entrepreneurship, Teamwork, Time Management, Marketing, Marketing Strategy, Team Leadership, Public Speaking
Education
The University of Memphis 2009 — 2013
International Business, Spanish
AutoZone, Inc. January 2015 - Present
Duncan Williams, Inc. September 2013 - December 2014
Duncan Williams, Inc. June 2013 - August 2013
Center for Entrepreneurship and Innovation January 2013 - May 2013
AutoZone May 2012 - August 2012
Skills
Spanish-speaking, Spanish, People Skills, People-oriented, Spanish-English, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Interpersonal..., Customer Service, Critical Thinking, Leadership, Social Networking, Telephone Skills, Event Planning, Phone Etiquette, Customer Satisfaction, Entrepreneurship, Teamwork, Time Management, Marketing, Marketing Strategy, Team Leadership, Public Speaking
Education
The University of Memphis 2009 — 2013
International Business, Spanish
Jack Shawkey Jack Shawkey's Duncan-Williams, Inc. Experience July 2013 - August 2013
Job Summer Analyst at Santander Consumer USA
Industry Financial Services
Experience
Santander Consumer USA Inc. May 2015 - Present
Autonomy Capital June 2014 - July 2014
Duncan-Williams, Inc. July 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Analysis, Public Speaking
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Economics
Memphis University School 2006 — 2012
High School Diploma
Santander Consumer USA Inc. May 2015 - Present
Autonomy Capital June 2014 - July 2014
Duncan-Williams, Inc. July 2013 - August 2013
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Analysis, Public Speaking
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Economics
Memphis University School 2006 — 2012
High School Diploma
Patrick Hutchinson Patrick Hutchinson's Duncan-Williams, Inc. Experience 2012 - 2013
Job Audit Staff at Elliott Davis Decosimo
Industry Accounting
Experience
Elliott Davis Decosimo 2015 - Present
Elliott Davis Decosimo 2014 - 2015
Wunderlich Securities 2013 - 2013
Duncan-Williams, Inc. 2012 - 2013
The Trust Company of the South June 2010 - May 2011
Skills
Assurance, Auditing, Accounting, Microsoft Excel, Analysis, Finance, Risk Management, Financial Analysis, Strategic Financial..., Microsoft Office, Leadership, Investments, Social Media, PowerPoint, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.S., Business Administration (Finance)
Georgia State University
Postbaccalaureate, Accounting
The Lovett School 2002 — 2007
Elliott Davis Decosimo 2015 - Present
Elliott Davis Decosimo 2014 - 2015
Wunderlich Securities 2013 - 2013
Duncan-Williams, Inc. 2012 - 2013
The Trust Company of the South June 2010 - May 2011
Skills
Assurance, Auditing, Accounting, Microsoft Excel, Analysis, Finance, Risk Management, Financial Analysis, Strategic Financial..., Microsoft Office, Leadership, Investments, Social Media, PowerPoint, Marketing
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
B.S., Business Administration (Finance)
Georgia State University
Postbaccalaureate, Accounting
The Lovett School 2002 — 2007
John Lorino John Lorino's Duncan-Williams, Inc. Experience December 2013 - Present
Job FixedIncome Institutional Sales at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. December 2013 - Present
Duncan-Williams, Inc. June 2013 - December 2013
The Southern Shirt Company August 2009 - May 2013
Education
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Administration, Major: Finance, Investment Management; Minor: Economics
Duncan-Williams, Inc. December 2013 - Present
Duncan-Williams, Inc. June 2013 - December 2013
The Southern Shirt Company August 2009 - May 2013
Education
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Administration, Major: Finance, Investment Management; Minor: Economics
Stephen Vlahos Stephen Vlahos's Duncan-Williams, Inc. Experience June 2009 - July 2010
Job CoFounder @ Bellhops
Industry Consumer Services
Experience
Bellhops January 2012 - Present
Regions Financial Corporation August 2010 - January 2012
Duncan-Williams, Inc. June 2009 - July 2010
Education
Auburn University 2004 — 2008
Bachelor of Science (BS), Marketing
Bellhops January 2012 - Present
Regions Financial Corporation August 2010 - January 2012
Duncan-Williams, Inc. June 2009 - July 2010
Education
Auburn University 2004 — 2008
Bachelor of Science (BS), Marketing
Chris Matesich Chris Matesich's Duncan-Williams, Inc. Experience August 2008 - July 2010
Job Associate Sales Representative, Stryker CMF
Industry Medical Devices
Experience
Stryker April 2014 - Present
Alcon Laboratories, Inc. August 2010 - April 2014
Duncan-Williams, Inc. August 2008 - July 2010
Skills
Customer Relations, Cold Calling, Sales Presentations, Consultative Selling, Sales, Managed Care, Sales Operations, PowerPoint, Sales Process, Public Speaking, Territory Management, Direct Sales, Microsoft Excel, Pharmaceutical Sales, Account Management, Microsoft Office, Sales Management, Selling Skills, Outside Sales, Sales Force Development, Product Launch
Education
University of Southern Mississippi 2007 — 2008
Master of Science, Sport Management
University of Southern Mississippi 2003 — 2007
Bachelor of Science in Business Administration, Banking and Finance
Stryker April 2014 - Present
Alcon Laboratories, Inc. August 2010 - April 2014
Duncan-Williams, Inc. August 2008 - July 2010
Skills
Customer Relations, Cold Calling, Sales Presentations, Consultative Selling, Sales, Managed Care, Sales Operations, PowerPoint, Sales Process, Public Speaking, Territory Management, Direct Sales, Microsoft Excel, Pharmaceutical Sales, Account Management, Microsoft Office, Sales Management, Selling Skills, Outside Sales, Sales Force Development, Product Launch
Education
University of Southern Mississippi 2007 — 2008
Master of Science, Sport Management
University of Southern Mississippi 2003 — 2007
Bachelor of Science in Business Administration, Banking and Finance
Richard Crose Richard Crose's Duncan-Williams, Inc. Experience August 2014 - Present
Job Institutional Fixed Income Sales at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. August 2014 - Present
Raymond James Financial Inc. January 2014 - April 2014
Coastal Plains Insurance/Outdoors 2010 - 2013
Beacon Insurance Group 2008 - 2010
Skills
Fixed Income, Insurance, Mortgage Lending, Sales, Series 63, Relationship Management, Underwriting, Sales Process, Market Research, Municipal Bonds, Corporate Finance, Mortgage Banking, Real Estate Economics, Portfolio Management, Series 7
Education
University of Richmond 1987 — 1993
Bachelor of Arts (B.A.), Economics
Appalachian State University 1988 — 1990
Economics
Hilton Head Prep
Episcopal High School 1984 — 1986
Duncan-Williams, Inc. August 2014 - Present
Raymond James Financial Inc. January 2014 - April 2014
Coastal Plains Insurance/Outdoors 2010 - 2013
Beacon Insurance Group 2008 - 2010
Skills
Fixed Income, Insurance, Mortgage Lending, Sales, Series 63, Relationship Management, Underwriting, Sales Process, Market Research, Municipal Bonds, Corporate Finance, Mortgage Banking, Real Estate Economics, Portfolio Management, Series 7
Education
University of Richmond 1987 — 1993
Bachelor of Arts (B.A.), Economics
Appalachian State University 1988 — 1990
Economics
Hilton Head Prep
Episcopal High School 1984 — 1986
David E. Feldbaum, MBA David E. Feldbaum, MBA's Duncan-Williams, Inc. Experience July 2010 - September 2012
Job Analyst, SEO & Search Advertising at Perfect Search Media
Industry Marketing and Advertising
Experience
Perfect Search Media February 2015 - Present
Def Marketing December 2012 - Present
Perfect Search Media November 2014 - February 2015
Perfect Search Media September 2014 - February 2015
Duncan-Williams, Inc. July 2010 - September 2012
BtownHousing.com June 2010 - July 2012
Duncan-Williams, Inc. May 2007 - August 2009
Skills
Marketing, Series 7, Social Media, Sales, Social Media Marketing, Leadership, Securities, Digital Marketing, Bonds, Online Marketing, SEO, Banking, Fixed Income, Marketing Strategy, Entrepreneurship, Capital Markets, Investment Banking, Series 63, PPC, SEM, Google Adwords, Google Analytics, Online Advertising, Social Media Advertising, Advertising, Market Research, Marketing Communications
Education
Loyola University of Chicago 2013 — 2015
Master of Business Administration (MBA), Marketing, 3.71 GPA
Indiana University Bloomington 2007 — 2010
Bachelor of Science, Sports Management & Marketing
Indiana University, Hutton Honors College 2007 — 2010
Honors Notation
University of New South Wales 2009 — 2009
Economics, Social Sciences
Perfect Search Media February 2015 - Present
Def Marketing December 2012 - Present
Perfect Search Media November 2014 - February 2015
Perfect Search Media September 2014 - February 2015
Duncan-Williams, Inc. July 2010 - September 2012
BtownHousing.com June 2010 - July 2012
Duncan-Williams, Inc. May 2007 - August 2009
Skills
Marketing, Series 7, Social Media, Sales, Social Media Marketing, Leadership, Securities, Digital Marketing, Bonds, Online Marketing, SEO, Banking, Fixed Income, Marketing Strategy, Entrepreneurship, Capital Markets, Investment Banking, Series 63, PPC, SEM, Google Adwords, Google Analytics, Online Advertising, Social Media Advertising, Advertising, Market Research, Marketing Communications
Education
Loyola University of Chicago 2013 — 2015
Master of Business Administration (MBA), Marketing, 3.71 GPA
Indiana University Bloomington 2007 — 2010
Bachelor of Science, Sports Management & Marketing
Indiana University, Hutton Honors College 2007 — 2010
Honors Notation
University of New South Wales 2009 — 2009
Economics, Social Sciences
Savannah Ellis Savannah Ellis's Duncan-Williams, Inc. Experience June 2011 - August 2011
Job Client Services Manager, Crossroads Financial
Industry Investment Management
Experience
Crossroads Financial July 2012 - Present
Power and Light 2012 - 2014
Power and Light 2012 - 2014
University of Memphis June 2011 - June 2012
University of Memphis January 2012 - May 2012
Duncan-Williams, Inc. June 2011 - August 2011
Education
The University of Memphis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Crossroads Financial July 2012 - Present
Power and Light 2012 - 2014
Power and Light 2012 - 2014
University of Memphis June 2011 - June 2012
University of Memphis January 2012 - May 2012
Duncan-Williams, Inc. June 2011 - August 2011
Education
The University of Memphis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Hannah Ogard Hannah Ogard's Duncan-Williams, Inc. Experience August 2013 - April 2014
Job Licensed Alabama & Tennessee Attorney | Seeking Alabama Legal Experience and Opportunities
Industry Law Practice
Experience
Duncan-Williams, Inc. August 2013 - April 2014
Duncan-Williams, Inc. August 2012 - July 2013
Skills
Microsoft Office, Legal Research
Education
The University of Memphis—Cecil C. Humphreys School of Law 2009 — 2012
Doctor of Law (JD)
University of Tennessee at Martin 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies
University of Tennessee at Martin 2005 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
Duncan-Williams, Inc. August 2013 - April 2014
Duncan-Williams, Inc. August 2012 - July 2013
Skills
Microsoft Office, Legal Research
Education
The University of Memphis—Cecil C. Humphreys School of Law 2009 — 2012
Doctor of Law (JD)
University of Tennessee at Martin 2005 — 2009
Bachelor of Arts (B.A.), International/Global Studies
University of Tennessee at Martin 2005 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
David Kerman David Kerman's Duncan-Williams, Inc. Experience August 2012 - November 2013
Job Summer Law Clerk at Webb, Klase & Lemond LLC
Industry Law Practice
Experience
Webb, Klase & Lemond LLC May 2015 - Present
Duncan-Williams, Inc. August 2012 - November 2013
Hanover West Club May 2006 - July 2010
Skills
Economics, Research, Social Media, Investments, Financial Analysis, Sales, Spanish-speaking, Data Analysis, Series 7, Series 66, Marketing, Interpersonal..., Legal Research, Public Speaking, Microsoft Excel, PowerPoint, Financial Services
Education
Georgia State University College of Law 2014 — 2017
Juris Doctor (J.D.)
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Politcal Science
Davidson College 2008 — 2012
Political Science
Webb, Klase & Lemond LLC May 2015 - Present
Duncan-Williams, Inc. August 2012 - November 2013
Hanover West Club May 2006 - July 2010
Skills
Economics, Research, Social Media, Investments, Financial Analysis, Sales, Spanish-speaking, Data Analysis, Series 7, Series 66, Marketing, Interpersonal..., Legal Research, Public Speaking, Microsoft Excel, PowerPoint, Financial Services
Education
Georgia State University College of Law 2014 — 2017
Juris Doctor (J.D.)
Davidson College 2008 — 2012
Bachelor of Arts (B.A.), Politcal Science
Davidson College 2008 — 2012
Political Science
Buck Burns Buck Burns's Duncan-Williams, Inc. Experience April 2014 - October 2014
Job Institutional Fixed Income Sales
Industry Financial Services
Experience
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
Jake Greenstein Jake Greenstein's Duncan-Williams, Inc. Experience June 2013 - August 2013
Job Capital Partners Summer Analyst at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman June 2015 - Present
The University of Texas at Austin August 2012 - Present
Peloton Commercial Real Estate September 2014 - December 2014
UTIMCO June 2014 - August 2014
Hillel August 2012 - August 2014
Duncan-Williams, Inc. June 2013 - August 2013
Bridge Capital July 2012 - August 2012
Nahon, Saharovich and Trotz, PLC May 2012 - August 2012
Skills
Public Speaking, Research, Microsoft Excel, Financial Analysis, Budgets, Fixed Income, Equity Research, Private Equity Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Freshman
Memphis University School 2007 — 2012
Brown Brothers Harriman June 2015 - Present
The University of Texas at Austin August 2012 - Present
Peloton Commercial Real Estate September 2014 - December 2014
UTIMCO June 2014 - August 2014
Hillel August 2012 - August 2014
Duncan-Williams, Inc. June 2013 - August 2013
Bridge Capital July 2012 - August 2012
Nahon, Saharovich and Trotz, PLC May 2012 - August 2012
Skills
Public Speaking, Research, Microsoft Excel, Financial Analysis, Budgets, Fixed Income, Equity Research, Private Equity Analysis
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Freshman
Memphis University School 2007 — 2012
Richard Bollinger Richard Bollinger's Duncan-Williams, Inc. Experience July 2012 - Present
Job Fixed Income Sales at Duncan Williams Inc.
Industry Capital Markets
Experience
Duncan Williams Inc. July 2012 - Present
Rothstein Kass LLC September 2010 - 2013
Rothstein Kass August 2010 - 2013
KPMG US January 2008 - May 2009
KPMG US January 2008 - May 2009
McKesson Pharmaceutical May 2008 - September 2008
Kean Miller Law Firm December 2006 - December 2007
Skills
GAAP, Financial Statements, Hedge Funds, Assurance, Financial Reporting, Accounting, SEC filings, General Ledger, External Audit, Internal Controls, CPA, Financial Analysis, US GAAP, Auditing, SOX 404, Big 4, Tax, Financial Accounting, Sarbanes-Oxley Act, Fixed Income, Capital Markets, Finance, Fixed Assets, Bonds, Municipal Bonds, High Yield Bonds, Government Bonds, Convertible Bonds, Fixed Income Analysis, Fixed Income Portfolio...
Education
Southern Methodist University - Cox School of Business 2010 — 2010
Master of Science, Accounting (MSA)
Southern Methodist University 2005 — 2009
Bachelor's Degree, Accounting (B.B.A.)
Memphis University School 1999 — 2004
Duncan Williams Inc. July 2012 - Present
Rothstein Kass LLC September 2010 - 2013
Rothstein Kass August 2010 - 2013
KPMG US January 2008 - May 2009
KPMG US January 2008 - May 2009
McKesson Pharmaceutical May 2008 - September 2008
Kean Miller Law Firm December 2006 - December 2007
Skills
GAAP, Financial Statements, Hedge Funds, Assurance, Financial Reporting, Accounting, SEC filings, General Ledger, External Audit, Internal Controls, CPA, Financial Analysis, US GAAP, Auditing, SOX 404, Big 4, Tax, Financial Accounting, Sarbanes-Oxley Act, Fixed Income, Capital Markets, Finance, Fixed Assets, Bonds, Municipal Bonds, High Yield Bonds, Government Bonds, Convertible Bonds, Fixed Income Analysis, Fixed Income Portfolio...
Education
Southern Methodist University - Cox School of Business 2010 — 2010
Master of Science, Accounting (MSA)
Southern Methodist University 2005 — 2009
Bachelor's Degree, Accounting (B.B.A.)
Memphis University School 1999 — 2004
Travis Cosby IV Travis Cosby IV's Duncan-Williams, Inc. Experience June 2008 - October 2013
Job Bank Examiner at State of Alabama Banking Department
Industry Banking
Experience
State of Alabama Banking Department January 2014 - Present
Duncan-Williams, Inc. June 2008 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Auburn University 2004 — 2008
Bachelor of Science (BS), Finance, General
State of Alabama Banking Department January 2014 - Present
Duncan-Williams, Inc. June 2008 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Auburn University 2004 — 2008
Bachelor of Science (BS), Finance, General
Chelsea Shrader Chelsea Shrader's Duncan-Williams, Inc. Experience August 2012 - August 2013
Job J.D. Candidate at University of Richmond School of Law
Industry Law Practice
Experience
Cadwalader, Wickersham & Taft LLP September 2013 - August 2014
Duncan-Williams, Inc. August 2012 - August 2013
Ski Haus Sports Center September 2005 - July 2012
University of Richmond - Theater Department September 2008 - November 2011
Washington Wizards May 2011 - July 2011
Maryland Office of the Public Defender May 2010 - August 2010
Skills
Portfolio Management, Leadership, Management, Investments, Sales, Customer Service, Legal Research, Insurance, Time Management, Legal Writing, Mergers & Acquisitions, PowerPoint, Corporate Finance, Finance, Public Speaking
Education
University of Richmond School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Richmond 2008 — 2012
Mathematics (BS) and Leadership Studies (BA), cum laude
University of Cambridge 2011 — 2011
Law
Cadwalader, Wickersham & Taft LLP September 2013 - August 2014
Duncan-Williams, Inc. August 2012 - August 2013
Ski Haus Sports Center September 2005 - July 2012
University of Richmond - Theater Department September 2008 - November 2011
Washington Wizards May 2011 - July 2011
Maryland Office of the Public Defender May 2010 - August 2010
Skills
Portfolio Management, Leadership, Management, Investments, Sales, Customer Service, Legal Research, Insurance, Time Management, Legal Writing, Mergers & Acquisitions, PowerPoint, Corporate Finance, Finance, Public Speaking
Education
University of Richmond School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Richmond 2008 — 2012
Mathematics (BS) and Leadership Studies (BA), cum laude
University of Cambridge 2011 — 2011
Law
Brittney Rowe's Duncan-Williams, Inc. Experience August 2007 - December 2014
Job Paragon Bank Business Development Officer
Industry Banking
Experience
Paragon Bank & Paragon Financial Solutions December 2014 - Present
Duncan-Williams, Inc. August 2007 - December 2014
Skills
Investment Banking, Fixed Income, Capital Markets, Securities, Investments, Series 7, Strategic Planning, Bonds, New Business Development, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Private Equity, Series 63
Education
University of Alabama 2003 — 2007
BS, International Finance
St. Mary's Episcopal School
Paragon Bank & Paragon Financial Solutions December 2014 - Present
Duncan-Williams, Inc. August 2007 - December 2014
Skills
Investment Banking, Fixed Income, Capital Markets, Securities, Investments, Series 7, Strategic Planning, Bonds, New Business Development, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Private Equity, Series 63
Education
University of Alabama 2003 — 2007
BS, International Finance
St. Mary's Episcopal School
Drew Hyde's Duncan-Williams, Inc. Experience May 2014 - Present
Job Senior Vice President at Duncan Williams, Inc.
Industry Financial Services
Experience
Duncan Williams, Inc. May 2014 - Present
Vining Sparks, IBG March 2010 - April 2014
Cantor Fitzgerald January 2007 - March 2010
SunTrust Robinson Humphrey November 2004 - January 2007
Skills
Series 7, Series 66
Education
University of Mississippi
Political Science
Duncan Williams, Inc. May 2014 - Present
Vining Sparks, IBG March 2010 - April 2014
Cantor Fitzgerald January 2007 - March 2010
SunTrust Robinson Humphrey November 2004 - January 2007
Skills
Series 7, Series 66
Education
University of Mississippi
Political Science
Edward L. Brundick, III JD, CIMA ®, CFP ® Edward L. Brundick, III JD, CIMA ®, CFP ®'s Duncan-Williams, Inc. Experience January 2011 - September 2013
Job Market President, Argent Trust Memphis
Industry Financial Services
Experience
Argent Trust Memphis May 2014 - Present
University of Memphis January 2004 - Present
Integral Legal Solutions May 2014 - Present
Duncan-Williams, Inc. January 2011 - September 2013
Waddell & Associates February 2010 - December 2010
Morgan Keegan May 2005 - December 2009
Morgan Keegan March 2004 - May 2005
Morgan Keegan August 2003 - March 2004
Rightway Entertainment March 1990 - June 2000
Skills
FINRA, Certified Investment..., Certified Financial..., Securities, Series 7, Options, Life Insurance, Estate Planning, Investments, Capital Markets, Fixed Income, Series 24, Insurance, Portfolio Management, Mutual Funds, Asset Management, Series 63, Finance, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Alternative Investments, Bonds, Investment Strategies, Strategic Financial..., Financial Planning
Education
The University of Memphis—Cecil C. Humphreys School of Law 2000 — 2003
JD, Law
The University of Memphis 1998 — 1999
MBA, Finance & Marketing
The University of Memphis 1986 — 1998
BBA, Management
Argent Trust Memphis May 2014 - Present
University of Memphis January 2004 - Present
Integral Legal Solutions May 2014 - Present
Duncan-Williams, Inc. January 2011 - September 2013
Waddell & Associates February 2010 - December 2010
Morgan Keegan May 2005 - December 2009
Morgan Keegan March 2004 - May 2005
Morgan Keegan August 2003 - March 2004
Rightway Entertainment March 1990 - June 2000
Skills
FINRA, Certified Investment..., Certified Financial..., Securities, Series 7, Options, Life Insurance, Estate Planning, Investments, Capital Markets, Fixed Income, Series 24, Insurance, Portfolio Management, Mutual Funds, Asset Management, Series 63, Finance, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Alternative Investments, Bonds, Investment Strategies, Strategic Financial..., Financial Planning
Education
The University of Memphis—Cecil C. Humphreys School of Law 2000 — 2003
JD, Law
The University of Memphis 1998 — 1999
MBA, Finance & Marketing
The University of Memphis 1986 — 1998
BBA, Management
Karen Swolensky Karen Swolensky's Duncan-Williams, Inc. Experience September 2007 - Present
Job Sales Assistant at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. September 2007 - Present
Stephens Inc. April 2005 - May 2006
FTN Financial July 2001 - September 2003
Skills
Fixed Income, Series 7, Investments, Financial Analysis, Capital Markets, Sales, Bonds, Portfolio Management, Series 63, Finance, Series 66
Education
Harding University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Duncan-Williams, Inc. September 2007 - Present
Stephens Inc. April 2005 - May 2006
FTN Financial July 2001 - September 2003
Skills
Fixed Income, Series 7, Investments, Financial Analysis, Capital Markets, Sales, Bonds, Portfolio Management, Series 63, Finance, Series 66
Education
Harding University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
Kristina Bran's Duncan-Williams, Inc. Experience June 2009 - August 2010
Job Marketing Relations at National Hardwood Lumber Association
Industry Marketing and Advertising
Experience
National Hardwood Lumber Association November 2014 - Present
Running Pony Productions November 2012 - November 2014
Walker + Associates, Inc. May 2012 - November 2012
Running Pony Productions January 2012 - April 2012
Duncan-Williams, Inc. June 2009 - August 2010
Skills
Social Media, Copywriting, Social Media Marketing, Advertising, Editorial Calendars, Marketing, Online Advertising, Press Releases, Public Relations, Sysomos, Hootsuite, Soundslides, Ap Style, Social Media Outreach, Digital Copywriting, Facebook, Corporate Blogging, Radian6, Associated Press style, Instagram, Media Relations, iMovie, Newsletters, Google Analytics, Journalism, Publicity, AP Style, YouTube, Web Content Management, Social Networking, Video Production, Web Content, Video Editing, Pinterest, Tumblr, Blogging, Copy Editing, Digital Media, Editing, Video, Feature Articles, Broadcast, Avid, WordPress, Final Cut Pro, News Writing, Storytelling, Creative Writing
Education
University of Memphis 2010 — 2012
Bachelor of Arts (B.A.), Journalism
Rollins College 2007 — 2010
National Hardwood Lumber Association November 2014 - Present
Running Pony Productions November 2012 - November 2014
Walker + Associates, Inc. May 2012 - November 2012
Running Pony Productions January 2012 - April 2012
Duncan-Williams, Inc. June 2009 - August 2010
Skills
Social Media, Copywriting, Social Media Marketing, Advertising, Editorial Calendars, Marketing, Online Advertising, Press Releases, Public Relations, Sysomos, Hootsuite, Soundslides, Ap Style, Social Media Outreach, Digital Copywriting, Facebook, Corporate Blogging, Radian6, Associated Press style, Instagram, Media Relations, iMovie, Newsletters, Google Analytics, Journalism, Publicity, AP Style, YouTube, Web Content Management, Social Networking, Video Production, Web Content, Video Editing, Pinterest, Tumblr, Blogging, Copy Editing, Digital Media, Editing, Video, Feature Articles, Broadcast, Avid, WordPress, Final Cut Pro, News Writing, Storytelling, Creative Writing
Education
University of Memphis 2010 — 2012
Bachelor of Arts (B.A.), Journalism
Rollins College 2007 — 2010
Paul Luttrell Paul Luttrell's Duncan-Williams, Inc. Experience March 2013 - July 2014
Job Global Director, Hip and Knee Marketing at MicroPort Orthopedics Inc.
Industry Medical Devices
Experience
MicroPort Orthopedics Inc. April 2015 - Present
MicroPort Orthopedics Inc. November 2014 - Present
Duncan-Williams, Inc. March 2013 - July 2014
Austin Medical Ventures January 2010 - March 2013
The George August 2001 - January 2010
Smith & Nephew June 1992 - June 2001
International Paper April 1990 - April 1992
Northwestern mutual life March 1986 - March 1988
Skills
Marketing Management, Marketing Strategy, Product Management, International Business, Direct Sales, Consumer Products, Healthcare Industry, Financial Analysis, Business Planning, Competitive Analysis, Institutional..., Strategic Planning, New Business Development, Sales, Fixed Income, Sales Operations, Forecasting, Product Launch, Finance, Leadership, Marketing, Investment Banking, Medical Devices, Orthopedics
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Marketing, Finance, Strategy, 3.6
Millsaps College 1982 — 1986
BBA, Business
memphis university school
MicroPort Orthopedics Inc. April 2015 - Present
MicroPort Orthopedics Inc. November 2014 - Present
Duncan-Williams, Inc. March 2013 - July 2014
Austin Medical Ventures January 2010 - March 2013
The George August 2001 - January 2010
Smith & Nephew June 1992 - June 2001
International Paper April 1990 - April 1992
Northwestern mutual life March 1986 - March 1988
Skills
Marketing Management, Marketing Strategy, Product Management, International Business, Direct Sales, Consumer Products, Healthcare Industry, Financial Analysis, Business Planning, Competitive Analysis, Institutional..., Strategic Planning, New Business Development, Sales, Fixed Income, Sales Operations, Forecasting, Product Launch, Finance, Leadership, Marketing, Investment Banking, Medical Devices, Orthopedics
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Master of Business Administration (M.B.A.), Marketing, Finance, Strategy, 3.6
Millsaps College 1982 — 1986
BBA, Business
memphis university school
Heiskell Weatherford's Duncan-Williams, Inc. Experience June 2003 - Present
Job Senior Vice President at DuncanWilliams, Inc.
Industry Capital Markets
Experience
Duncan-Williams, Inc. June 2003 - Present
Morgan Keegan 2000 - 2003
Skills
Series 7, Fixed Income, Bonds, Capital Markets, Securities, Series 63, Investments, Multi Family Housing..., MBS, Agency MBS, FNMA DUS
Education
University of Mississippi
Bachelor's degree, Finance, General
Duncan-Williams, Inc. June 2003 - Present
Morgan Keegan 2000 - 2003
Skills
Series 7, Fixed Income, Bonds, Capital Markets, Securities, Series 63, Investments, Multi Family Housing..., MBS, Agency MBS, FNMA DUS
Education
University of Mississippi
Bachelor's degree, Finance, General
W. Scott Stafford W. Scott Stafford's Duncan-Williams, Inc. Experience 2002 - 2004
Job President and CEO at Evolve Bank & Trust
Industry Financial Services
Experience
Evolve Bank & Trust 2004 - Present
Duncan-Williams, Inc. 2002 - 2004
National Bank of Commerce 1990 - 2002
Skills
Mortgage Lending, Investment Banking, Mortgage Banking, Investments, Risk Management, Financial Analysis, Nonprofits, Small Business Lending, Marketing Strategy, Banking, Trust Services, Financial Services
Education
University of Alabama 1986 — 1990
Bachelor of Science in Commerce and Business Administration, Corporate Finance and Portfolio Management
Evolve Bank & Trust 2004 - Present
Duncan-Williams, Inc. 2002 - 2004
National Bank of Commerce 1990 - 2002
Skills
Mortgage Lending, Investment Banking, Mortgage Banking, Investments, Risk Management, Financial Analysis, Nonprofits, Small Business Lending, Marketing Strategy, Banking, Trust Services, Financial Services
Education
University of Alabama 1986 — 1990
Bachelor of Science in Commerce and Business Administration, Corporate Finance and Portfolio Management
Shannon Reburn's Duncan-Williams, Inc. Experience July 2008 - Present
Job Account Executive at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. July 2008 - Present
Munford High School May 2003 - May 2006
Education
Murray State University 1999 — 2003
BS, Agriculture Sciences
Duncan-Williams, Inc. July 2008 - Present
Munford High School May 2003 - May 2006
Education
Murray State University 1999 — 2003
BS, Agriculture Sciences
Ben Clanton Ben Clanton's Duncan-Williams, Inc. Experience 2005 - Present
Job Vice president at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. 2005 - Present
Skills
Bloomberg, Bonds, Capital Markets, Fixed Income, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Asset Management, Equities, FINRA, Finance, Financial Analysis, Financial Modeling, Structured Products
Education
Christian Brothers University
The University of Memphis
Duncan-Williams, Inc. 2005 - Present
Skills
Bloomberg, Bonds, Capital Markets, Fixed Income, Investment Banking, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Asset Management, Equities, FINRA, Finance, Financial Analysis, Financial Modeling, Structured Products
Education
Christian Brothers University
The University of Memphis
Gates Smallwood Gates Smallwood's Duncan-Williams, Inc. Experience June 2011 - Present
Job Fixed Income Institutional Sales at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. June 2011 - Present
Skills
Series 7, Series 63, Bloomberg, Securities, Fixed Income, Bloomberg Terminal, Capital Markets, Investments, Bonds, Portfolio Management
Education
University of Alabama 2007 — 2011
Bachelor of Business Administration (B.B.A.), Corporate World Finance
McCallie School
Duncan-Williams, Inc. June 2011 - Present
Skills
Series 7, Series 63, Bloomberg, Securities, Fixed Income, Bloomberg Terminal, Capital Markets, Investments, Bonds, Portfolio Management
Education
University of Alabama 2007 — 2011
Bachelor of Business Administration (B.B.A.), Corporate World Finance
McCallie School
Ragan Washburn Ragan Washburn's Duncan-Williams, Inc. Experience February 2010 - Present
Job Marketing Associate at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. February 2010 - Present
Education
University of Mississippi 2005 — 2009
B.A., Marketing Communications
Hutchison School
Duncan-Williams, Inc. February 2010 - Present
Education
University of Mississippi 2005 — 2009
B.A., Marketing Communications
Hutchison School
Warren Hopper, CCM Warren Hopper, CCM's Duncan-Williams, Inc. Experience March 2005 - December 2006
Job Vice President at BancorpSouth Insurance Services, Inc.
Industry Insurance
Experience
BancorpSouth Insurance Services, Inc. May 2013 - Present
USI Insurance Services March 2010 - March 2013
Kemmons Wilson Insurance Group March 2008 - March 2010
Peterson Insurance Services, Inc. January 2006 - March 2008
Duncan-Williams, Inc. March 2005 - December 2006
Roadshow BMW/MINI February 1998 - February 2005
Modern Music Audio/Video May 1992 - May 1998
Skills
Insurance, Risk Management, Commercial Insurance, Workers Compensation, Catastrophe Modeling, Underwriting, Commercial Lines, Property & Casualty..., Professional Liability, Legal Liability, Microsoft Excel, PowerPoint, Risk Assessment, Visio, Analysis, Umbrella Insurance, Management, Employment Practices..., Microsoft CRM, Loss Prevention, Sales Management, Modmaster, Advisen, Sagitta, SES TIMS, TrustUSI, AIR CAT Modeling, Work Comp Loss Trend..., Safety, Business Continuity...
Education
University of Alabama 1985 — 1992
English
BancorpSouth Insurance Services, Inc. May 2013 - Present
USI Insurance Services March 2010 - March 2013
Kemmons Wilson Insurance Group March 2008 - March 2010
Peterson Insurance Services, Inc. January 2006 - March 2008
Duncan-Williams, Inc. March 2005 - December 2006
Roadshow BMW/MINI February 1998 - February 2005
Modern Music Audio/Video May 1992 - May 1998
Skills
Insurance, Risk Management, Commercial Insurance, Workers Compensation, Catastrophe Modeling, Underwriting, Commercial Lines, Property & Casualty..., Professional Liability, Legal Liability, Microsoft Excel, PowerPoint, Risk Assessment, Visio, Analysis, Umbrella Insurance, Management, Employment Practices..., Microsoft CRM, Loss Prevention, Sales Management, Modmaster, Advisen, Sagitta, SES TIMS, TrustUSI, AIR CAT Modeling, Work Comp Loss Trend..., Safety, Business Continuity...
Education
University of Alabama 1985 — 1992
English
Andrew O'Fee's Duncan-Williams, Inc. Experience August 2005 - December 2007
Job Crump Mortgage NMLS #161130 Co. ID #77047
Industry Banking
Experience
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
Jay Suskind Jay Suskind's Duncan-Williams, Inc. Experience January 2010 - September 2011
Job Senior Vice President at HJ Sims
Industry Financial Services
Experience
HJ Sims 2013 - Present
Duncan-Williams, Inc. January 2010 - September 2011
Rutgers Business School May 2009 - September 2009
Stifel Nicolaus March 2007 - February 2009
Ryan Beck & Co. October 2003 - February 2007
Ryan Beck & Co. January 1997 - February 2007
Ryan Beck & Co. January 1996 - February 2007
Ryan Beck & Co. March 1993 - February 2007
Ryan Beck & Co. 1995 - 2003
Sherwood Securities 1991 - 1993
Skills
Capital Markets, Trading, Financial Markets, New Business Development, Securities, Executive Management, Business Development, Investments, Portfolio Management, Equities, Series 7, Investor Relations, Series 63, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Bonds, Investment Banking
Education
Rutgers Graduate Shool of Management
MBA, Finance/Management 1991
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics @ Rutgers College
HJ Sims 2013 - Present
Duncan-Williams, Inc. January 2010 - September 2011
Rutgers Business School May 2009 - September 2009
Stifel Nicolaus March 2007 - February 2009
Ryan Beck & Co. October 2003 - February 2007
Ryan Beck & Co. January 1997 - February 2007
Ryan Beck & Co. January 1996 - February 2007
Ryan Beck & Co. March 1993 - February 2007
Ryan Beck & Co. 1995 - 2003
Sherwood Securities 1991 - 1993
Skills
Capital Markets, Trading, Financial Markets, New Business Development, Securities, Executive Management, Business Development, Investments, Portfolio Management, Equities, Series 7, Investor Relations, Series 63, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Mutual Funds, Bonds, Investment Banking
Education
Rutgers Graduate Shool of Management
MBA, Finance/Management 1991
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BA, Economics @ Rutgers College
Peter Mayo Peter Mayo's Duncan-Williams, Inc. Experience May 2009 - October 2010
Job Sales Representative
Industry Oil & Energy
Experience
Red Ventures June 2015 - Present
Park Sterling Bank April 2014 - May 2015
Fifth Third Securities August 2011 - April 2014
Wedbush Securities 2010 - June 2011
Duncan-Williams, Inc. May 2009 - October 2010
DEPFA-First Albany Securities March 1997 - March 2009
Skills
Investment Strategies, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 63, Sales, Capital Markets, Consultative Sales..., Investments, Bonds, Securities, Bloomberg
Education
Hofstra University 1982 — 1986
BA, Psychology
Red Ventures June 2015 - Present
Park Sterling Bank April 2014 - May 2015
Fifth Third Securities August 2011 - April 2014
Wedbush Securities 2010 - June 2011
Duncan-Williams, Inc. May 2009 - October 2010
DEPFA-First Albany Securities March 1997 - March 2009
Skills
Investment Strategies, Wealth Management, Portfolio Management, Asset Allocation, Fixed Income, Mutual Funds, Life Insurance, Annuity Sales, Series 7, Series 63, Sales, Capital Markets, Consultative Sales..., Investments, Bonds, Securities, Bloomberg
Education
Hofstra University 1982 — 1986
BA, Psychology
John Tomeo's Duncan-Williams, Inc. Experience January 2009 - March 2010
Job Managing DirectorCapital Markets and Hedge Fund Marketing
Industry Financial Services
Experience
Liberty SBF June 2014 - April 2015
Angel Oak Capital Advisors, LLC August 2012 - January 2014
Treesdale Partners March 2010 - March 2012
Duncan-Williams, Inc. January 2009 - March 2010
RBS Greenwich Capital 1997 - 2008
Merrill Lynch 1983 - 1997
Skills
Capital Markets, Series 7, Hedge Funds, Fixed Income, Investor Relations, Structured Products, Bloomberg, Securities, CMBS, Credit Derivatives, MBS, Portfolio Management, Structured Finance, Investments, Institutional..., Mutual Funds, ABS, Financial Services
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Banking & Finance
Long Island University, C.W. Post Campus 1982 — 1984
BS, Accounting
Liberty SBF June 2014 - April 2015
Angel Oak Capital Advisors, LLC August 2012 - January 2014
Treesdale Partners March 2010 - March 2012
Duncan-Williams, Inc. January 2009 - March 2010
RBS Greenwich Capital 1997 - 2008
Merrill Lynch 1983 - 1997
Skills
Capital Markets, Series 7, Hedge Funds, Fixed Income, Investor Relations, Structured Products, Bloomberg, Securities, CMBS, Credit Derivatives, MBS, Portfolio Management, Structured Finance, Investments, Institutional..., Mutual Funds, ABS, Financial Services
Education
Pace University - Lubin School of Business 1985 — 1988
MBA, Banking & Finance
Long Island University, C.W. Post Campus 1982 — 1984
BS, Accounting
Chad Hazlehurst Chad Hazlehurst's Duncan-Williams, Inc. Experience June 2009 - August 2009
Job Financial Institution Sales Representative at Capital Confirmation, Inc.
Industry Banking
Experience
Capital Confirmation, Inc. December 2014 - Present
HealthCare MarketMaker May 2014 - December 2014
CentreSource January 2013 - May 2014
LaunchYourCity November 2011 - September 2012
Fragomen, Del Rey, Bernsen & Loewy August 2010 - August 2011
Duncan-Williams, Inc. June 2009 - August 2009
Morgan Keegan June 2007 - July 2007
Skills
Financial Analysis, Start-ups, Immigration Law, Microsoft Office, Microsoft Excel, PowerPoint, Program Management, Management, Entrepreneur, Venture Capital, Research, Non-profits, Entrepreneurship, Nonprofits, Event Planning, Social Media, Leadership, Customer Service, Public Speaking, Analysis, Marketing, Project Planning, Social Networking, Strategy, Strategic Planning, Social Media Marketing, Business Strategy, Public Relations, Marketing Strategy, Online Marketing, Account Management, Marketing Communications, Advertising, Fundraising, New Business Development, Email Marketing, Analytics, Online Advertising, Facebook, Team Leadership, Digital Marketing, Lead Generation, Market Research, Business Development, SEO, Digital Strategy, E-commerce, Project Management, Strategic Consulting, Strategic Partnerships
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
B.S., Enterprise Management
Memphis University School 2000 — 2006
High School
Capital Confirmation, Inc. December 2014 - Present
HealthCare MarketMaker May 2014 - December 2014
CentreSource January 2013 - May 2014
LaunchYourCity November 2011 - September 2012
Fragomen, Del Rey, Bernsen & Loewy August 2010 - August 2011
Duncan-Williams, Inc. June 2009 - August 2009
Morgan Keegan June 2007 - July 2007
Skills
Financial Analysis, Start-ups, Immigration Law, Microsoft Office, Microsoft Excel, PowerPoint, Program Management, Management, Entrepreneur, Venture Capital, Research, Non-profits, Entrepreneurship, Nonprofits, Event Planning, Social Media, Leadership, Customer Service, Public Speaking, Analysis, Marketing, Project Planning, Social Networking, Strategy, Strategic Planning, Social Media Marketing, Business Strategy, Public Relations, Marketing Strategy, Online Marketing, Account Management, Marketing Communications, Advertising, Fundraising, New Business Development, Email Marketing, Analytics, Online Advertising, Facebook, Team Leadership, Digital Marketing, Lead Generation, Market Research, Business Development, SEO, Digital Strategy, E-commerce, Project Management, Strategic Consulting, Strategic Partnerships
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
B.S., Enterprise Management
Memphis University School 2000 — 2006
High School
Morgan Rose's Duncan-Williams, Inc. Experience August 2012 - June 2013
Job Financial Analyst at FTN Financial
Industry Financial Services
Experience
FTN Financial October 2013 - Present
Duncan-Williams, Inc. August 2012 - June 2013
Mansions on the Moon August 2010 - August 2012
Skills
Asset Allocation, Alternative Investments, Equities, Fixed Income, Market Analysis, Model Portfolios, Portfolio Management, Portfolio Assessment, Portfolio Performance..., Performance Reporting, Relationship Management, Relationship Marketing, Variable Annuities, Financial Advisory, Series 7, Finance
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts (B.A.), History
MUS 1998 — 2004
St. George's Day School
FTN Financial October 2013 - Present
Duncan-Williams, Inc. August 2012 - June 2013
Mansions on the Moon August 2010 - August 2012
Skills
Asset Allocation, Alternative Investments, Equities, Fixed Income, Market Analysis, Model Portfolios, Portfolio Management, Portfolio Assessment, Portfolio Performance..., Performance Reporting, Relationship Management, Relationship Marketing, Variable Annuities, Financial Advisory, Series 7, Finance
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Arts (B.A.), History
MUS 1998 — 2004
St. George's Day School
Carolyn Powell Carolyn Powell's Duncan-Williams, Inc. Experience September 2013 - March 2015
Job Due Diligence Analyst Duncan Williams Asset Management
Industry Investment Banking
Experience
Duncan Williams Asset Management, LLC April 2015 - Present
Duncan-Williams, Inc. September 2013 - March 2015
Blake Surface Solutions September 2012 - August 2013
Crazy Beautiful Clothing 2011 - 2011
Skills
Logistics, Marketing, Customer Service, Event Planning, Event Management, Microsoft Excel, Budgets, Contract Negotiation
Education
University of Alabama 2008 — 2012
Bachelor's degree, Marketing
Duncan Williams Asset Management, LLC April 2015 - Present
Duncan-Williams, Inc. September 2013 - March 2015
Blake Surface Solutions September 2012 - August 2013
Crazy Beautiful Clothing 2011 - 2011
Skills
Logistics, Marketing, Customer Service, Event Planning, Event Management, Microsoft Excel, Budgets, Contract Negotiation
Education
University of Alabama 2008 — 2012
Bachelor's degree, Marketing
Scott Hale's Duncan-Williams, Inc. Experience May 2009 - September 2009
Job Strategic Planning at The Dow Chemical Company
Industry Financial Services
Experience
The Dow Chemical Company June 2015 - Present
The Dow Chemical Company June 2014 - June 2015
The Dow Chemical Company May 2013 - August 2013
Express Scripts April 2012 - May 2013
Accredo - an Express Scripts Company August 2010 - March 2012
Duncan-Williams, Inc. May 2009 - September 2009
Skills
Microsoft Excel, Business Planning, Variance Analysis, Business Strategy, Analytics, Finance, Strategic Financial..., Economics, Financial Modeling, Competitive Analysis, Project Management, Risk Management, Leadership, Management
Education
Indiana University - Kelley School of Business 2012 — 2014
MBA, Finance
Brigham Young University - Idaho 2006 — 2009
BS, Economics
The Dow Chemical Company June 2015 - Present
The Dow Chemical Company June 2014 - June 2015
The Dow Chemical Company May 2013 - August 2013
Express Scripts April 2012 - May 2013
Accredo - an Express Scripts Company August 2010 - March 2012
Duncan-Williams, Inc. May 2009 - September 2009
Skills
Microsoft Excel, Business Planning, Variance Analysis, Business Strategy, Analytics, Finance, Strategic Financial..., Economics, Financial Modeling, Competitive Analysis, Project Management, Risk Management, Leadership, Management
Education
Indiana University - Kelley School of Business 2012 — 2014
MBA, Finance
Brigham Young University - Idaho 2006 — 2009
BS, Economics
Scott McCormick Scott McCormick's Duncan-Williams, Inc. Experience January 2014 - January 2015
Job Executive Director at Memphis Botanic Garden
Industry Nonprofit Organization Management
Experience
Memphis Botanic Garden February 2015 - Present
Shelby County Schools September 2014 - Present
Duncan-Williams, Inc. January 2014 - January 2015
Plough Foundation September 2008 - February 2013
City of Memphis January 2004 - August 2008
Matrix Printing, Inc. June 1991 - January 2008
Skills
Leadership, Grants, Community Development, Philanthropy, Government, Strategic Planning, Community Outreach, Budgets, Public Relations, Event Management, Team Building, Policy, Non-profits, Customer Service, Leadership Development, Social Media, Contract Negotiation, Marketing Communications, Marketing, Sales, Public Speaking, Media Relations, Finance, Non-profit..., Organizational..., Nonprofits
Education
The University of Memphis 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Memphis Botanic Garden February 2015 - Present
Shelby County Schools September 2014 - Present
Duncan-Williams, Inc. January 2014 - January 2015
Plough Foundation September 2008 - February 2013
City of Memphis January 2004 - August 2008
Matrix Printing, Inc. June 1991 - January 2008
Skills
Leadership, Grants, Community Development, Philanthropy, Government, Strategic Planning, Community Outreach, Budgets, Public Relations, Event Management, Team Building, Policy, Non-profits, Customer Service, Leadership Development, Social Media, Contract Negotiation, Marketing Communications, Marketing, Sales, Public Speaking, Media Relations, Finance, Non-profit..., Organizational..., Nonprofits
Education
The University of Memphis 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Joe Gilmore Joe Gilmore's Duncan-Williams, Inc. Experience November 2010 - Present
Job Manager Taxable Trading at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. November 2010 - Present
Duncan-Williams, Inc. 2011 - 2012
SunTrust Capital Markets formerly NBC Capital Markets October 1992 - November 2006
Skills
Series 24, Series 7, Series 63, Capital Markets, Investments, Underwriting, Fixed Income, Bloomberg, Trading, Risk Management, Bonds, Structured Products, Investment Banking, Securities, Debt, Structured Finance, Swaps, Options, Hedging, Market Risk, Fixed Income Trading, Trading Systems, Interest Rate Swaps
Education
The University of Memphis
BA Business, Management
Duncan-Williams, Inc. November 2010 - Present
Duncan-Williams, Inc. 2011 - 2012
SunTrust Capital Markets formerly NBC Capital Markets October 1992 - November 2006
Skills
Series 24, Series 7, Series 63, Capital Markets, Investments, Underwriting, Fixed Income, Bloomberg, Trading, Risk Management, Bonds, Structured Products, Investment Banking, Securities, Debt, Structured Finance, Swaps, Options, Hedging, Market Risk, Fixed Income Trading, Trading Systems, Interest Rate Swaps
Education
The University of Memphis
BA Business, Management
Lawrence Scheer's Duncan-Williams, Inc. Experience 2008 - Present
Job Institutional Sales at DuncanWilliams Inc
Industry Financial Services
Experience
Duncan-Williams Inc 2008 - Present
Advest, Inc. 1998 - 2005
Dean Witter Reynolds 1987 - 1994
Tucker Anthony and RLDay 1982 - 1987
LF. Rothschid 1977 - 1980
Skills
Bonds, Fixed Income, Credit Analysis, Series 63, Series 7, Institutional Sales, Trading, Capital Markets, Securities, Bloomberg, Equities, FINRA
Education
Hobart College
Hofstra University
Duncan-Williams Inc 2008 - Present
Advest, Inc. 1998 - 2005
Dean Witter Reynolds 1987 - 1994
Tucker Anthony and RLDay 1982 - 1987
LF. Rothschid 1977 - 1980
Skills
Bonds, Fixed Income, Credit Analysis, Series 63, Series 7, Institutional Sales, Trading, Capital Markets, Securities, Bloomberg, Equities, FINRA
Education
Hobart College
Hofstra University
Brad Waller Brad Waller's Duncan-Williams, Inc. Experience April 2011 - February 2012
Job Operations & Business Development Contractor at Jam LLC
Industry Financial Services
Experience
Jam LLC November 2013 - Present
American Heart Association February 2012 - June 2012
Duncan-Williams, Inc. April 2011 - February 2012
Waller Insurance Solutions February 2009 - March 2011
USI August 2005 - January 2009
Skills
Portfolio Management, Business Development, New Business Development, Program Management, Strategic Planning, Capital Markets, Mergers & Acquisitions, Fixed Income, Investments, Financial Analysis, Strategic Financial..., Risk Management, Executive Management, Sales, Finance
Education
Drexel University - College of Business and Administration 2010 — 2012
Executive MBA, Multiple Discipline MBA with Leadership Focus
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Bachelor of Science, Finance & Marketing
Jam LLC November 2013 - Present
American Heart Association February 2012 - June 2012
Duncan-Williams, Inc. April 2011 - February 2012
Waller Insurance Solutions February 2009 - March 2011
USI August 2005 - January 2009
Skills
Portfolio Management, Business Development, New Business Development, Program Management, Strategic Planning, Capital Markets, Mergers & Acquisitions, Fixed Income, Investments, Financial Analysis, Strategic Financial..., Risk Management, Executive Management, Sales, Finance
Education
Drexel University - College of Business and Administration 2010 — 2012
Executive MBA, Multiple Discipline MBA with Leadership Focus
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
Bachelor of Science, Finance & Marketing
Amy Robertson Amy Robertson's Duncan-Williams, Inc. Experience February 2008 - January 2013
Job Vice President Accounts Management at FTN Financial
Industry Financial Services
Experience
FTN Financial, Inc. February 2013 - Present
Duncan-Williams, Inc. February 2008 - January 2013
RBC Capital Markets February 1999 - September 2007
Skills
Capital Markets, Fixed Income, Investment Banking, Series 7, Bonds, Series 63, Securities, Investments, Bloomberg, Portfolio Management, Asset Management, Valuation, Alternative Investments, Financial Modeling, Equities
Education
The University of Memphis
B.A., Finance
FTN Financial, Inc. February 2013 - Present
Duncan-Williams, Inc. February 2008 - January 2013
RBC Capital Markets February 1999 - September 2007
Skills
Capital Markets, Fixed Income, Investment Banking, Series 7, Bonds, Series 63, Securities, Investments, Bloomberg, Portfolio Management, Asset Management, Valuation, Alternative Investments, Financial Modeling, Equities
Education
The University of Memphis
B.A., Finance
Whit Carr Whit Carr's Duncan-Williams, Inc. Experience May 2013 - August 2013
Job Assistant Offensive Line Coach at Lausanne Collegiate School
Industry Financial Services
Experience
Lausanne Collegiate School June 2015 - Present
Duncan-Williams, Inc. May 2013 - August 2013
Lexus Of Memphis May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Team Leadership, Training
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lausanne Collegiate School June 2015 - Present
Duncan-Williams, Inc. May 2013 - August 2013
Lexus Of Memphis May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Team Leadership, Training
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Myra Pierotti Myra Pierotti's Duncan-Williams, Inc. Experience January 2013 - December 2013
Job Registered Sales Assistant
Industry Investment Banking
Experience
Wunderlich Securities January 2014 - Present
Duncan-Williams, Inc. January 2013 - December 2013
Carty & Company April 2012 - September 2012
Viola November 2006 - April 2012
Hamby & Castellaw Imports May 2001 - December 2006
First South Credit Union March 2000 - May 2001
Jerol Hopkins Ford Lincoln Mercury August 1998 - March 2000
Skills
Series 7, Credit, Loans, Sales, Series 66, Series 63, Insurance, Finance, Marketing
Education
The University of Memphis
Wunderlich Securities January 2014 - Present
Duncan-Williams, Inc. January 2013 - December 2013
Carty & Company April 2012 - September 2012
Viola November 2006 - April 2012
Hamby & Castellaw Imports May 2001 - December 2006
First South Credit Union March 2000 - May 2001
Jerol Hopkins Ford Lincoln Mercury August 1998 - March 2000
Skills
Series 7, Credit, Loans, Sales, Series 66, Series 63, Insurance, Finance, Marketing
Education
The University of Memphis
Tyree Daniels Tyree Daniels's Duncan-Williams, Inc. Experience August 2015 - Present
Job Senior Public Finance Investment Banker
Industry Financial Services
Experience
Duncan-Williams, Inc. August 2015 - Present
Raymond James Morgan Keegan January 2001 - August 2015
Skills
Leadership, Fundraising, Sales Management, Event Management, Event Planning, Financial Modeling, Strategic Planning, Strategic Financial..., Business Strategy, New Business Development, Positioning, Derivatives, Analysis, Financial Structuring, Forecasting, Strategy, Valuation, Budgets, Investments, Series 7, Entrepreneurship, Investment Banking, Finance, Portfolio Management, Financial Analysis, Bonds, Series 63, Mergers & Acquisitions, Fixed Income, Corporate Finance, Wealth Management, Securities, Asset Allocation, Capital Markets, Credit, Equities, Bloomberg, Asset Management, Alternative Investments, FINRA, Credit Analysis, Due Diligence, Investment Advisory, Financial Planning
Education
Christian Brothers University 1997 — 2001
BS, Economics/Finance
Alabama School of Math & Science 1995 — 1997
Advanced Diploma
Duncan-Williams, Inc. August 2015 - Present
Raymond James Morgan Keegan January 2001 - August 2015
Skills
Leadership, Fundraising, Sales Management, Event Management, Event Planning, Financial Modeling, Strategic Planning, Strategic Financial..., Business Strategy, New Business Development, Positioning, Derivatives, Analysis, Financial Structuring, Forecasting, Strategy, Valuation, Budgets, Investments, Series 7, Entrepreneurship, Investment Banking, Finance, Portfolio Management, Financial Analysis, Bonds, Series 63, Mergers & Acquisitions, Fixed Income, Corporate Finance, Wealth Management, Securities, Asset Allocation, Capital Markets, Credit, Equities, Bloomberg, Asset Management, Alternative Investments, FINRA, Credit Analysis, Due Diligence, Investment Advisory, Financial Planning
Education
Christian Brothers University 1997 — 2001
BS, Economics/Finance
Alabama School of Math & Science 1995 — 1997
Advanced Diploma
Camden Johns Camden Johns's Duncan-Williams, Inc. Experience June 2011 - August 2011
Job Account Manager at Insight Global
Industry Staffing and Recruiting
Experience
Insight Global August 2013 - Present
Insight Global January 2013 - August 2013
Agape North April 2011 - April 2012
Duncan-Williams, Inc. June 2011 - August 2011
Skills
Advertising, Social Media, Recruiting, Marketing, Cold Calling, Customer Service, Public Speaking, Social Networking, Interviews, Temporary Placement, Time Management, Staffing Services, Consulting, Temporary Staffing, Start-ups, Building Relationships, Leadership, Sales, Networking, Technical Recruiting, Account Management, Contract Recruitment, Applicant Tracking..., Internet Recruiting, CRM, Customer Satisfaction
Education
University of Mississippi 2007 — 2012
Bachelor of Business Administration, Marketing
Insight Global August 2013 - Present
Insight Global January 2013 - August 2013
Agape North April 2011 - April 2012
Duncan-Williams, Inc. June 2011 - August 2011
Skills
Advertising, Social Media, Recruiting, Marketing, Cold Calling, Customer Service, Public Speaking, Social Networking, Interviews, Temporary Placement, Time Management, Staffing Services, Consulting, Temporary Staffing, Start-ups, Building Relationships, Leadership, Sales, Networking, Technical Recruiting, Account Management, Contract Recruitment, Applicant Tracking..., Internet Recruiting, CRM, Customer Satisfaction
Education
University of Mississippi 2007 — 2012
Bachelor of Business Administration, Marketing
Adam Tooley Adam Tooley's Duncan-Williams, Inc. Experience February 2008 - Present
Job Fixed Income Trader at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. February 2008 - Present
Bonds.com Group, Inc. 2006 - 2008
Bear Stearns 1995 - 1997
Skills
Fixed Income, Trading, Capital Markets, Structured Products, Series 7, Series 63, Options, Securities, FX Options, Equities, Series 24, Investments, Financial Analysis, Risk Management, Bonds
Education
University of Florida 1989 — 1993
BA, English
Memphis University School
Duncan-Williams, Inc. February 2008 - Present
Bonds.com Group, Inc. 2006 - 2008
Bear Stearns 1995 - 1997
Skills
Fixed Income, Trading, Capital Markets, Structured Products, Series 7, Series 63, Options, Securities, FX Options, Equities, Series 24, Investments, Financial Analysis, Risk Management, Bonds
Education
University of Florida 1989 — 1993
BA, English
Memphis University School
Mary Louise Carrick's Duncan-Williams, Inc. Experience August 2012 - June 2013
Job Student Teacher at Walter G Schneckenburger Elementary
Industry Higher Education
Experience
Walter G Schneckenburger Elementary August 2015 - Present
University of New Orleans May 2014 - Present
Longue Vue House and Gardens June 2015 - August 2015
Dop Antiques and Architecturals June 2014 - December 2014
National Bankers Trust September 2013 - January 2014
Duncan-Williams, Inc. August 2012 - June 2013
United Capital Financial Partners, Inc June 2011 - June 2012
Amy Howard Collection August 2011 - November 2011
Hermann-Grima Historic House February 2011 - May 2011
Dixon Gallery and Gardens June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Social Networking, Editing, Public Speaking, Nonprofits, Salesforce.com, Photoshop, Social Media Marketing, Administrative..., Fundraising, PowerPoint, Microsoft Word, Social Media, Event Planning
Education
Tulane University 2007 — 2011
BA, Art History, Studio Art
IES Abroad-Rome 2009 — 2009
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
St. Mary's Episcopal School 1995 — 2007
Walter G Schneckenburger Elementary August 2015 - Present
University of New Orleans May 2014 - Present
Longue Vue House and Gardens June 2015 - August 2015
Dop Antiques and Architecturals June 2014 - December 2014
National Bankers Trust September 2013 - January 2014
Duncan-Williams, Inc. August 2012 - June 2013
United Capital Financial Partners, Inc June 2011 - June 2012
Amy Howard Collection August 2011 - November 2011
Hermann-Grima Historic House February 2011 - May 2011
Dixon Gallery and Gardens June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Social Networking, Editing, Public Speaking, Nonprofits, Salesforce.com, Photoshop, Social Media Marketing, Administrative..., Fundraising, PowerPoint, Microsoft Word, Social Media, Event Planning
Education
Tulane University 2007 — 2011
BA, Art History, Studio Art
IES Abroad-Rome 2009 — 2009
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
St. Mary's Episcopal School 1995 — 2007
Ginger Shackelford's Duncan-Williams, Inc. Experience August 2012 - February 2014
Job FIC, Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America March 2014 - Present
Duncan-Williams, Inc. August 2012 - February 2014
Raymond James Financial Inc. March 2005 - August 2012
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Fixed Annuities, IRAs, Roth IRA, Traditional IRA, Financial Planning, Personal Financial..., 401k Rollovers, Financial Services
Education
University of Central Florida
Communications
Modern Woodmen of America March 2014 - Present
Duncan-Williams, Inc. August 2012 - February 2014
Raymond James Financial Inc. March 2005 - August 2012
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Fixed Annuities, IRAs, Roth IRA, Traditional IRA, Financial Planning, Personal Financial..., 401k Rollovers, Financial Services
Education
University of Central Florida
Communications
Sharline James Sharline James's Duncan-Williams, Inc. Experience December 1989 - March 2000
Job Account Management at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
SMC Projects September 2013 - May 2015
National Planning Corporation (Dexter Thomas Financial Services) August 2013 - October 2013
Deutsche Bank September 2008 - February 2013
First Southwest Company March 2000 - September 2008
Duncan Williams, inc December 1989 - March 2000
Skills
Risk Management, Banking/ Finance, Bank Reconciliation, Prime Brokerage, Business Intelligence, Leadership, Finra Series 7 & 24, Municipal Bonds, Equity Trading, Commercial Paper, Customer Service, Microsoft Excel, Securities, Financial Services, Credit, Portfolio Management, Equities
Education
Herzing University-Birmingham
Business Systems/Programming
University of Alabama at Birmingham
Concentration in Business
University of Alabama at Birmingham
Concentration in Business
NYLIFE Securities LLC May 2015 - Present
SMC Projects September 2013 - May 2015
National Planning Corporation (Dexter Thomas Financial Services) August 2013 - October 2013
Deutsche Bank September 2008 - February 2013
First Southwest Company March 2000 - September 2008
Duncan Williams, inc December 1989 - March 2000
Skills
Risk Management, Banking/ Finance, Bank Reconciliation, Prime Brokerage, Business Intelligence, Leadership, Finra Series 7 & 24, Municipal Bonds, Equity Trading, Commercial Paper, Customer Service, Microsoft Excel, Securities, Financial Services, Credit, Portfolio Management, Equities
Education
Herzing University-Birmingham
Business Systems/Programming
University of Alabama at Birmingham
Concentration in Business
University of Alabama at Birmingham
Concentration in Business
Christian Kauffman Christian Kauffman's Duncan-Williams, Inc. Experience June 2013 - August 2013
Job Ernst & Young's Financial Services Office
Industry Financial Services
Experience
EY January 2014 - Present
Wunderlich Securities August 2013 - August 2013
Duncan-Williams, Inc. June 2013 - August 2013
Breeden and Co. September 2011 - February 2012
Covenant Presbyterian Church, Birmingham, AL June 2011 - August 2011
University of Alabama January 2011 - May 2011
The Water Cycle November 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Fundraising, Nonprofits, Public Speaking, Personal Finance, Public Relations, Microsoft Word, Finance, Leadership, Income Tax, Photoshop, Research, CQG, Visio, Databases, Financial Modeling, Private Equity, Project Management, Bloomberg Terminal, Financial Analysis, Accounting, Teamwork
Education
University of Tennessee-Knoxville 2011 — 2013
Bachelor of Science (B.S.), Finance, Accounting, and Economics, Senior
University of Alabama 2010 — 2011
Freshman year, Accounting and History
EY January 2014 - Present
Wunderlich Securities August 2013 - August 2013
Duncan-Williams, Inc. June 2013 - August 2013
Breeden and Co. September 2011 - February 2012
Covenant Presbyterian Church, Birmingham, AL June 2011 - August 2011
University of Alabama January 2011 - May 2011
The Water Cycle November 2009 - April 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Fundraising, Nonprofits, Public Speaking, Personal Finance, Public Relations, Microsoft Word, Finance, Leadership, Income Tax, Photoshop, Research, CQG, Visio, Databases, Financial Modeling, Private Equity, Project Management, Bloomberg Terminal, Financial Analysis, Accounting, Teamwork
Education
University of Tennessee-Knoxville 2011 — 2013
Bachelor of Science (B.S.), Finance, Accounting, and Economics, Senior
University of Alabama 2010 — 2011
Freshman year, Accounting and History
Road Ammons Road Ammons's Duncan-Williams, Inc. Experience December 2009 - July 2013
Job Managing Director at Butler Snow Advisory Services, LLC
Industry Management Consulting
Experience
Butler Snow Advisory Services, LLC March 2015 - Present
FOCUS Investment Banking November 2013 - February 2015
Duncan-Williams, Inc. December 2009 - July 2013
Novartis March 2006 - December 2009
DKS Corporation June 2004 - March 2006
Check Six Racing (NASCAR) May 2001 - June 2004
United States Marine Corps September 1991 - May 2001
Skills
Mergers, Venture Capital, Financial Modeling, Portfolio Management, Valuation, Corporate Finance, Mergers & Acquisitions, Business Valuation, Investments, Securities, Equities, Strategic Financial..., Derivatives, Risk Management, Investment Banking, Finance, Business Development, Corporate Development, Strategic Planning, Strategy, Management
Education
Thunderbird School of Global Management
MBA
Tennessee State University
B.S.
Butler Snow Advisory Services, LLC March 2015 - Present
FOCUS Investment Banking November 2013 - February 2015
Duncan-Williams, Inc. December 2009 - July 2013
Novartis March 2006 - December 2009
DKS Corporation June 2004 - March 2006
Check Six Racing (NASCAR) May 2001 - June 2004
United States Marine Corps September 1991 - May 2001
Skills
Mergers, Venture Capital, Financial Modeling, Portfolio Management, Valuation, Corporate Finance, Mergers & Acquisitions, Business Valuation, Investments, Securities, Equities, Strategic Financial..., Derivatives, Risk Management, Investment Banking, Finance, Business Development, Corporate Development, Strategic Planning, Strategy, Management
Education
Thunderbird School of Global Management
MBA
Tennessee State University
B.S.
Beau Hill Beau Hill's Duncan-Williams, Inc. Experience December 2014 - Present
Job Institutional Fixed Income Sales at DuncanWilliams, Inc.
Industry Banking
Experience
Duncan-Williams, Inc. December 2014 - Present
Duncan-Williams, Inc. June 2014 - Present
Staples Business Advantage June 2013 - May 2014
Magna Bank October 2012 - May 2013
Spring Branch Farms January 2010 - October 2012
Skills
Portfolio Management, Customer Service, Investments, Microsoft Excel, First Time Home Buyers, Real Estate, Microsoft Office, Microsoft Word, Marketing, Team Building, Sales, Business Development, B2B, Sales Process, Salesforce.com, Lead Generation, Negotiation, Insurance, Marketing Strategy, New Business Development, Sales Management
Education
The University of Memphis 2010 — 2012
Bachelor's degree, History
Christian Brothers Highschool 2001 — 2005
Duncan-Williams, Inc. December 2014 - Present
Duncan-Williams, Inc. June 2014 - Present
Staples Business Advantage June 2013 - May 2014
Magna Bank October 2012 - May 2013
Spring Branch Farms January 2010 - October 2012
Skills
Portfolio Management, Customer Service, Investments, Microsoft Excel, First Time Home Buyers, Real Estate, Microsoft Office, Microsoft Word, Marketing, Team Building, Sales, Business Development, B2B, Sales Process, Salesforce.com, Lead Generation, Negotiation, Insurance, Marketing Strategy, New Business Development, Sales Management
Education
The University of Memphis 2010 — 2012
Bachelor's degree, History
Christian Brothers Highschool 2001 — 2005
John Tyner John Tyner's Duncan-Williams, Inc. Experience May 2015 - Present
Job DuncanWilliams, Inc. Market Strategist
Industry Capital Markets
Experience
Duncan-Williams, Inc. May 2015 - Present
Duncan-Williams, Inc. January 2015 - May 2015
The University of Memphis August 2011 - April 2015
Executive Financial Services, Inc. May 2013 - August 2013
Skills
Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Sales, Microsoft Office, Research, Time Management, Analysis, Communication, Teamwork, Strategic Planning, Portfolio Management, Team Building, Investments, Finance, Team Leadership, Strategy, Fixed Income, Capital Markets, Bloomberg
Education
The University of Memphis 2011 — 2015
Bachelor of Business Administration (Accounting), Accounting
The University of Memphis 2011 — 2015
Bachelor of Business Administration (Accounting), Accounting and Finance, 3.87 GPA
Duncan-Williams, Inc. May 2015 - Present
Duncan-Williams, Inc. January 2015 - May 2015
The University of Memphis August 2011 - April 2015
Executive Financial Services, Inc. May 2013 - August 2013
Skills
Leadership, PowerPoint, Microsoft Word, Microsoft Excel, Sales, Microsoft Office, Research, Time Management, Analysis, Communication, Teamwork, Strategic Planning, Portfolio Management, Team Building, Investments, Finance, Team Leadership, Strategy, Fixed Income, Capital Markets, Bloomberg
Education
The University of Memphis 2011 — 2015
Bachelor of Business Administration (Accounting), Accounting
The University of Memphis 2011 — 2015
Bachelor of Business Administration (Accounting), Accounting and Finance, 3.87 GPA
Brad Ziemba's Duncan-Williams, Inc. Experience October 2003 - June 2013
Job VP, Compliance Officer Fixed Income Capital Markets at D.A. Davidson & Co.
Industry Financial Services
Experience
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
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
Jeff Wielage Jeff Wielage's Duncan-Williams, Inc. Experience October 2012 - May 2013
Job Quality Assurance Analyst at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2014 - Present
Wells Fargo Home Mortgage July 2013 - July 2014
Duncan Williams, Inc. October 2012 - May 2013
Wells Fargo Home Equity January 2012 - April 2012
Merchants Bonding Company May 2011 - August 2011
Skills
Underwriting, Loans, Loan Servicing, Microsoft Excel, Financial Analysis, Bonds, Credit Analysis, Portfolio Management, Credit, Risk Management, Financial Risk, Financial Reporting, Accounting, Financial Accounting, Analysis
Education
Iowa State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Wells Fargo Home Mortgage July 2014 - Present
Wells Fargo Home Mortgage July 2013 - July 2014
Duncan Williams, Inc. October 2012 - May 2013
Wells Fargo Home Equity January 2012 - April 2012
Merchants Bonding Company May 2011 - August 2011
Skills
Underwriting, Loans, Loan Servicing, Microsoft Excel, Financial Analysis, Bonds, Credit Analysis, Portfolio Management, Credit, Risk Management, Financial Risk, Financial Reporting, Accounting, Financial Accounting, Analysis
Education
Iowa State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Samantha Robertson Samantha Robertson's Duncan-Williams, Inc. Experience February 2005 - May 2005
Job Trading Assistant at ViningSparks
Industry Investment Banking
Experience
Vining-Sparks May 2005 - Present
Duncan-Williams, Inc. February 2005 - May 2005
Skills
Series 7, Series 63, Asset Allocation, Fixed Income, Trading, Securities, Investments, Capital Markets, Technology, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Portfolio Management, Financial Analysis, Bonds, Equities, Risk Management, Asset Management, Derivatives, Investment Banking, Financial Modeling, Banking
Education
The University of Memphis 2000 — 2005
BA, Finance
Vining-Sparks May 2005 - Present
Duncan-Williams, Inc. February 2005 - May 2005
Skills
Series 7, Series 63, Asset Allocation, Fixed Income, Trading, Securities, Investments, Capital Markets, Technology, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Portfolio Management, Financial Analysis, Bonds, Equities, Risk Management, Asset Management, Derivatives, Investment Banking, Financial Modeling, Banking
Education
The University of Memphis 2000 — 2005
BA, Finance
Wayne Breunig's Duncan-Williams, Inc. Experience March 2002 - Present
Job Managing Director at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. March 2002 - Present
Union Planters Bank IBG April 1984 - December 1989
Peat Marwick January 1973 - March 1984
Skills
Public Finance Banker, Structure Tax exempt..., Project Finance, Debt, Public Finance, Fixed Income, Finance, Bonds, Loans, Portfolio Management, Structured Products, Auditing, Capital Markets, Securities, Investment Banking, Investments, Financial Modeling, Financial Analysis, Trading, Strategic Planning, Management
Education
University of Michigan 1971 — 1972
Masters of Business Administration, Finance
University of Evansville 1968 — 1971
Bachelor of Science, Accounting
Duncan-Williams, Inc. March 2002 - Present
Union Planters Bank IBG April 1984 - December 1989
Peat Marwick January 1973 - March 1984
Skills
Public Finance Banker, Structure Tax exempt..., Project Finance, Debt, Public Finance, Fixed Income, Finance, Bonds, Loans, Portfolio Management, Structured Products, Auditing, Capital Markets, Securities, Investment Banking, Investments, Financial Modeling, Financial Analysis, Trading, Strategic Planning, Management
Education
University of Michigan 1971 — 1972
Masters of Business Administration, Finance
University of Evansville 1968 — 1971
Bachelor of Science, Accounting
Henry Dickinson's Duncan-Williams, Inc. Experience May 2014 - August 2014
Job Agent at State Farm
Industry Insurance
Experience
State Farm September 2015 - Present
University of Illinois at Urbana-Champaign June 2011 - May 2015
Duncan-Williams, Inc. May 2014 - August 2014
Lift for Life Academy June 2013 - June 2013
Skills
Financial Planning, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Leadership, Financial Analysis, Event Planning, Research, Social Networking
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Financial Planning
Memphis University School 2007 — 2011
High School
State Farm September 2015 - Present
University of Illinois at Urbana-Champaign June 2011 - May 2015
Duncan-Williams, Inc. May 2014 - August 2014
Lift for Life Academy June 2013 - June 2013
Skills
Financial Planning, Microsoft Excel, Microsoft Office, Customer Service, Time Management, Leadership, Financial Analysis, Event Planning, Research, Social Networking
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Financial Planning
Memphis University School 2007 — 2011
High School
Zach Tanner's Duncan-Williams, Inc. Experience June 2011 - July 2011
Job Managing Consultant at Accounting, Economics, & Appraisal Group, LLC
Industry Financial Services
Experience
Accounting, Economics, & Appraisal Group, LLC May 2012 - Present
Duncan-Williams, Inc. June 2011 - July 2011
University of Alabama August 2005 - May 2009
Skills
Financial Analysis, Financial Modeling, Programming, Data Analysis, Microsoft Excel, Valuation, Portfolio Management, PowerPoint, Microsoft Office, Corporate Finance, Statistics, Finance, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2012
Master of Business Administration, Financial Risk
University of Alabama 2005 — 2009
Bachelor of Science, Finance
Accounting, Economics, & Appraisal Group, LLC May 2012 - Present
Duncan-Williams, Inc. June 2011 - July 2011
University of Alabama August 2005 - May 2009
Skills
Financial Analysis, Financial Modeling, Programming, Data Analysis, Microsoft Excel, Valuation, Portfolio Management, PowerPoint, Microsoft Office, Corporate Finance, Statistics, Finance, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2010 — 2012
Master of Business Administration, Financial Risk
University of Alabama 2005 — 2009
Bachelor of Science, Finance
Don B. Clanton Don B. Clanton's Duncan-Williams, Inc. Experience March 2002 - Present
Job Chief Operating Officer at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. March 2002 - Present
NBC Capital Markets, Inc September 1985 - March 1995
Skills
Series 7, Fixed Income, Bonds, Capital Markets, Securities, Series 63, Series 24, FINRA, Series 53, Loans, Investments, Trading, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Asset Managment, Hedge Funds, Bloomberg, ETFs, Investment Banking, Wealth Management, Structured Products, Derivatives, Options, Asset Allocation, Asset Management, Valuation, Credit, Private Equity, Wealth Management..., Finance, Investment Advisory, Banking, Risk Management, Retirement Planning, Investment Strategies, Financial Services, Electronic Trading, Due Diligence, FX Options, Financial Advisory, Financial Modeling, Strategic Financial..., Credit Analysis, Investor Relations, Financial Markets, Series 65, Corporate Finance, Mergers & Acquisitions
Education
Mississippi State University 1960 — 1964
Business, Finance, Marketing & Insurance
Duncan-Williams, Inc. March 2002 - Present
NBC Capital Markets, Inc September 1985 - March 1995
Skills
Series 7, Fixed Income, Bonds, Capital Markets, Securities, Series 63, Series 24, FINRA, Series 53, Loans, Investments, Trading, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Asset Managment, Hedge Funds, Bloomberg, ETFs, Investment Banking, Wealth Management, Structured Products, Derivatives, Options, Asset Allocation, Asset Management, Valuation, Credit, Private Equity, Wealth Management..., Finance, Investment Advisory, Banking, Risk Management, Retirement Planning, Investment Strategies, Financial Services, Electronic Trading, Due Diligence, FX Options, Financial Advisory, Financial Modeling, Strategic Financial..., Credit Analysis, Investor Relations, Financial Markets, Series 65, Corporate Finance, Mergers & Acquisitions
Education
Mississippi State University 1960 — 1964
Business, Finance, Marketing & Insurance
Huxley Brown's Duncan-Williams, Inc. Experience November 2008 - Present
Job Compliance Officer at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. November 2008 - Present
CB Richard Ellis May 2007 - August 2007
Morgan Keegan May 2005 - August 2005
Skills
Series 7
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Hutchison School 2000 — 2006
Duncan-Williams, Inc. November 2008 - Present
CB Richard Ellis May 2007 - August 2007
Morgan Keegan May 2005 - August 2005
Skills
Series 7
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Hutchison School 2000 — 2006
Streeter Wiatt Streeter Wiatt's Duncan-Williams, Inc. Experience June 2009 - September 2009
Job SBTS Student
Industry Religious Institutions
Experience
Southern Baptist Theological Seminary August 2014 - Present
UBS Investment Bank March 2011 - Present
Morgan Stanley April 2010 - February 2011
Duncan-Williams, Inc. June 2009 - September 2009
Merrill Lynch 2008 - 2008
Skills
Commodity, Fixed Income
Education
Auburn University 2004 — 2009
Finance
Southern Baptist Theological Seminary August 2014 - Present
UBS Investment Bank March 2011 - Present
Morgan Stanley April 2010 - February 2011
Duncan-Williams, Inc. June 2009 - September 2009
Merrill Lynch 2008 - 2008
Skills
Commodity, Fixed Income
Education
Auburn University 2004 — 2009
Finance
David Scully,CFA David Scully,CFA's Duncan-Williams, Inc. Experience April 2012 - April 2015
Job Chief Investment Officer at Duncan Williams Asset Management LLC
Industry Financial Services
Experience
Duncan Williams Asset Management LLC April 2015 - Present
Duncan-Williams, Inc. April 2012 - April 2015
The Atlanta Consulting Group June 2010 - April 2012
Morgan Keegan August 2005 - June 2010
Skills
Portfolio Management, Investments, Due Diligence, Asset Allocation, Wealth Management, Asset Managment
Education
The University of Georgia 2001 — 2006
Bachelor of Arts, Economics
National Outdoors Leadership Schools (NOLS) 2005 — 2005
Wind River Range, WY
Duncan Williams Asset Management LLC April 2015 - Present
Duncan-Williams, Inc. April 2012 - April 2015
The Atlanta Consulting Group June 2010 - April 2012
Morgan Keegan August 2005 - June 2010
Skills
Portfolio Management, Investments, Due Diligence, Asset Allocation, Wealth Management, Asset Managment
Education
The University of Georgia 2001 — 2006
Bachelor of Arts, Economics
National Outdoors Leadership Schools (NOLS) 2005 — 2005
Wind River Range, WY
Pete Hammond's Duncan-Williams, Inc. Experience April 2009 - April 2012
Job Commercial Real Estate Asset Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2012 - Present
Duncan-Williams, Inc. April 2009 - April 2012
ARCap REIT (a/k/a Centerline Capital Group and n/k/a C-III Capital Partners) February 2002 - November 2008
Real Estate Financial Advisory Services January 2001 - January 2002
KeyBank Real Estate Capital October 1999 - December 2000
Central Park Capital February 1998 - October 1999
Real Estate Financial Advisory Services January 1997 - February 1998
First Tennessee Bank November 1989 - December 1996
First City National Bank January 1982 - October 1989
Skills
Underwriting, Due Diligence, Credit, Asset Management, Capital Markets, Commercial Mortgages, Financial Analysis, Valuation, Credit Analysis, Loans, Real Estate, Banking, Real Estate Investment, CMBS, Credit Risk, Real Estate Finance, Debt, Commercial Lending, Loan Origination, Investment Properties, Fixed Income, Series 7, Portfolio Management, Securities, Cash Flow, Financial Modeling, Dispositions, Workout, Refinance, Restructuring, Real Estate Transactions, Asset Managment, Finance, Financial Structuring
Education
Louisiana State University 1979 — 1981
MS, Finance
Louisiana State University 1973 — 1977
BA, History
Bolton High School
Wells Fargo April 2012 - Present
Duncan-Williams, Inc. April 2009 - April 2012
ARCap REIT (a/k/a Centerline Capital Group and n/k/a C-III Capital Partners) February 2002 - November 2008
Real Estate Financial Advisory Services January 2001 - January 2002
KeyBank Real Estate Capital October 1999 - December 2000
Central Park Capital February 1998 - October 1999
Real Estate Financial Advisory Services January 1997 - February 1998
First Tennessee Bank November 1989 - December 1996
First City National Bank January 1982 - October 1989
Skills
Underwriting, Due Diligence, Credit, Asset Management, Capital Markets, Commercial Mortgages, Financial Analysis, Valuation, Credit Analysis, Loans, Real Estate, Banking, Real Estate Investment, CMBS, Credit Risk, Real Estate Finance, Debt, Commercial Lending, Loan Origination, Investment Properties, Fixed Income, Series 7, Portfolio Management, Securities, Cash Flow, Financial Modeling, Dispositions, Workout, Refinance, Restructuring, Real Estate Transactions, Asset Managment, Finance, Financial Structuring
Education
Louisiana State University 1979 — 1981
MS, Finance
Louisiana State University 1973 — 1977
BA, History
Bolton High School
John Sarver's Duncan-Williams, Inc. Experience January 2014 - December 2014
Job Emerging Leader Director at Downline Ministries
Industry Nonprofit Organization Management
Experience
DownLine Ministries January 2015 - Present
Duncan-Williams, Inc. January 2014 - December 2014
State Farm February 2013 - December 2013
Student Mobilization May 2011 - December 2012
Student Mobilization May 2010 - August 2010
Skills
Leadership Development, People Skills, Public Speaking, Marketing, Sales, Consulting, Cold Calling, Networking, Insurance, Investments, Marketing Strategy, Sales Operations, Small Business, Direct Sales, Leadership, Series 7, Series 63, PowerPoint, Customer Service, Microsoft Excel, Event Planning
Education
Oklahoma State University 2007 — 2011
Bachelor of Arts (BA), Psychology
DownLine Ministries January 2015 - Present
Duncan-Williams, Inc. January 2014 - December 2014
State Farm February 2013 - December 2013
Student Mobilization May 2011 - December 2012
Student Mobilization May 2010 - August 2010
Skills
Leadership Development, People Skills, Public Speaking, Marketing, Sales, Consulting, Cold Calling, Networking, Insurance, Investments, Marketing Strategy, Sales Operations, Small Business, Direct Sales, Leadership, Series 7, Series 63, PowerPoint, Customer Service, Microsoft Excel, Event Planning
Education
Oklahoma State University 2007 — 2011
Bachelor of Arts (BA), Psychology
Eli Key Eli Key's Duncan-Williams, Inc. Experience June 2013 - Present
Job Social Media Intern at Duncan Williams
Industry Investment Banking
Experience
Duncan-Williams, Inc. June 2013 - Present
Memphis Music April 2009 - August 2011
Love of Christ Community Church February 2009 - June 2009
Skills
Marketing, Social Media, Public Speaking, Oral Communication, Group Work, Leadership, Sales, Advertising
Education
The University of Memphis 2011 — 2013
Marketing/Social Media
Southwest Tennessee Community College
Marketing
Duncan-Williams, Inc. June 2013 - Present
Memphis Music April 2009 - August 2011
Love of Christ Community Church February 2009 - June 2009
Skills
Marketing, Social Media, Public Speaking, Oral Communication, Group Work, Leadership, Sales, Advertising
Education
The University of Memphis 2011 — 2013
Marketing/Social Media
Southwest Tennessee Community College
Marketing
Justin Fabling Justin Fabling's Duncan-Williams, Inc. Experience April 2013 - August 2014
Job Financial Analyst at Covenant Surgical Partners
Industry Hospital & Health Care
Experience
Covenant Surgical Partners September 2014 - Present
Duncan-Williams, Inc. April 2013 - August 2014
Belle Meade Country Club May 2011 - March 2013
Education
Campbell University 2010 — 2011
Master of Business Administration
Campbell University 2006 — 2010
Bachelor of Business Administration
Covenant Surgical Partners September 2014 - Present
Duncan-Williams, Inc. April 2013 - August 2014
Belle Meade Country Club May 2011 - March 2013
Education
Campbell University 2010 — 2011
Master of Business Administration
Campbell University 2006 — 2010
Bachelor of Business Administration
JD Stambaugh JD Stambaugh's Duncan-Williams, Inc. Experience August 2010 - April 2015
Job Financial Advisor at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2015 - Present
JD Stambaugh September 2008 - Present
Duncan-Williams, Inc. August 2010 - April 2015
Collierville High School August 2009 - August 2011
St. Louis Cardinals June 2007 - May 2009
Bonanza Motors September 2007 - February 2008
Skills
Series 7, Series 63, Baseball, Retirement Planning, Wealth Management..., Series 66, Private Wealth..., Holistic Financial..., Retirement Solutions, 401 K Rollovers, Pitching, Coaching Baseball, Drummer, IRAs, Press Releases, Retirement, Fixed Income, 401k, Finance, Uniform Combined State..., Asset Allocation, Insurance, Drums, Investments, Sales, Bonds, Financial Modeling, Strategic Financial..., Securities, Financial Analysis, Mutual Funds, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Management, Equities, FINRA, Estate Planning, Fixed Annuities, Life Insurance
Education
The University of Memphis 2009 — 2011
BBA of Finance, Finance and Financial Management Services
Brigham Young University 2003 — 2007
Collierville High School
Raymond James Financial, Inc. April 2015 - Present
JD Stambaugh September 2008 - Present
Duncan-Williams, Inc. August 2010 - April 2015
Collierville High School August 2009 - August 2011
St. Louis Cardinals June 2007 - May 2009
Bonanza Motors September 2007 - February 2008
Skills
Series 7, Series 63, Baseball, Retirement Planning, Wealth Management..., Series 66, Private Wealth..., Holistic Financial..., Retirement Solutions, 401 K Rollovers, Pitching, Coaching Baseball, Drummer, IRAs, Press Releases, Retirement, Fixed Income, 401k, Finance, Uniform Combined State..., Asset Allocation, Insurance, Drums, Investments, Sales, Bonds, Financial Modeling, Strategic Financial..., Securities, Financial Analysis, Mutual Funds, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Management, Equities, FINRA, Estate Planning, Fixed Annuities, Life Insurance
Education
The University of Memphis 2009 — 2011
BBA of Finance, Finance and Financial Management Services
Brigham Young University 2003 — 2007
Collierville High School
Harris Jordan Harris Jordan's Duncan-Williams, Inc. Experience December 2013 - Present
Job Municipal Underwriter/Trader at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. December 2013 - Present
Duncan-Williams, Inc. March 2011 - Present
Avenue Bank May 2010 - March 2011
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Credit Analysis, Loan Origination, Alternative Investments, FINRA, Wealth Management, Risk Management, Asset Allocation, Bonds
Education
Haslam College of Business at the University of Tennessee 2004 — 2008
Bachelor's, Finance and Marketing
Memphis University School 2000 — 2004
Duncan-Williams, Inc. December 2013 - Present
Duncan-Williams, Inc. March 2011 - Present
Avenue Bank May 2010 - March 2011
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Credit Analysis, Loan Origination, Alternative Investments, FINRA, Wealth Management, Risk Management, Asset Allocation, Bonds
Education
Haslam College of Business at the University of Tennessee 2004 — 2008
Bachelor's, Finance and Marketing
Memphis University School 2000 — 2004
Trey Lasley Trey Lasley's Duncan-Williams, Inc. Experience June 2010 - July 2010
Job Associate Technical Analyst at FedEx Services
Industry Information Technology and Services
Experience
FedEx Services January 2015 - Present
The University of Memphis August 2013 - December 2014
FedEx Services June 2014 - August 2014
Farris Bobango May 2012 - August 2013
Duncan-Williams, Inc. June 2010 - July 2010
Skills
Managerial Finance, Financial Analysis, Corporate Finance, Leadership, Research, Microsoft Office, Teamwork
Education
The University of Memphis 2013 — 2014
Master of Business Administration (MBA)
The University of Memphis 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing
FedEx Services January 2015 - Present
The University of Memphis August 2013 - December 2014
FedEx Services June 2014 - August 2014
Farris Bobango May 2012 - August 2013
Duncan-Williams, Inc. June 2010 - July 2010
Skills
Managerial Finance, Financial Analysis, Corporate Finance, Leadership, Research, Microsoft Office, Teamwork
Education
The University of Memphis 2013 — 2014
Master of Business Administration (MBA)
The University of Memphis 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Dave Pickrell Dave Pickrell's Duncan-Williams, Inc. Experience January 1984 - June 1984
Job Chairman at Harris County Appraisal Review Board
Industry Government Administration
Experience
Harris County Appraisal Review Board January 2013 - December 2013
Harris County Appraisal Review Board January 2012 - December 2012
Harris County Appraisal Review Board May 2008 - December 2011
3iNet, Inc February 1999 - July 2001
Medical Risk Management, Inc February 1996 - July 1998
Laurentian Capital / Prarie States Life January 1994 - November 1995
Profit Retrieval Systems, Inc. 1991 - 1992
American Capital Management and Research June 1984 - January 1990
Duncan-Williams, Inc. January 1984 - June 1984
Internal Revenue Service January 1974 - January 1984
Skills
Public Relations, Marketing Communications, Marketing Strategy, Corporate Communications, Investor Relations, Customer Relations, Internal Communications, Stakeholder Engagement, Blogging, Due Diligence, Training, Strategy, Strategic Communications, Crisis Management, Change Management, Marketing, Volunteer Management, Customer Service, Corporate Social..., Editing, Business Planning, English, Social Media, Teamwork, Business Strategy, Online Marketing, Investments, Press Releases, Project Management
Education
East Tennessee State University
Mathematics
University of Tennessee-Knoxville
BS Business Administration, Transportation, Accounting, Finance
Harris County Appraisal Review Board January 2013 - December 2013
Harris County Appraisal Review Board January 2012 - December 2012
Harris County Appraisal Review Board May 2008 - December 2011
3iNet, Inc February 1999 - July 2001
Medical Risk Management, Inc February 1996 - July 1998
Laurentian Capital / Prarie States Life January 1994 - November 1995
Profit Retrieval Systems, Inc. 1991 - 1992
American Capital Management and Research June 1984 - January 1990
Duncan-Williams, Inc. January 1984 - June 1984
Internal Revenue Service January 1974 - January 1984
Skills
Public Relations, Marketing Communications, Marketing Strategy, Corporate Communications, Investor Relations, Customer Relations, Internal Communications, Stakeholder Engagement, Blogging, Due Diligence, Training, Strategy, Strategic Communications, Crisis Management, Change Management, Marketing, Volunteer Management, Customer Service, Corporate Social..., Editing, Business Planning, English, Social Media, Teamwork, Business Strategy, Online Marketing, Investments, Press Releases, Project Management
Education
East Tennessee State University
Mathematics
University of Tennessee-Knoxville
BS Business Administration, Transportation, Accounting, Finance
Gene Cunningham Gene Cunningham's Duncan-Williams, Inc. Experience April 2012 - January 2013
Job Fixed Income Trader at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies January 2013 - April 2015
Duncan-Williams, Inc. April 2012 - January 2013
FORGE ABS / Bay Securities June 2010 - April 2012
FORGE ABS / FORGE Advisory December 2007 - June 2010
Forge ABS, LLC September 2006 - December 2007
Raymond James Financial, Inc. October 2000 - September 2006
Prudential Financial October 1998 - October 2000
CIBC Oppenheimer 1997 - 1998
Smith Barney 1990 - 1997
Skills
Fixed Income, Capital Markets, MBS, CMOS, Residential Mortgages, Structured Products, Corps, Munis, Debentures, Bloomberg
Education
Fordham University 1986 — 1990
St Francis Prep 1982 — 1986
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies January 2013 - April 2015
Duncan-Williams, Inc. April 2012 - January 2013
FORGE ABS / Bay Securities June 2010 - April 2012
FORGE ABS / FORGE Advisory December 2007 - June 2010
Forge ABS, LLC September 2006 - December 2007
Raymond James Financial, Inc. October 2000 - September 2006
Prudential Financial October 1998 - October 2000
CIBC Oppenheimer 1997 - 1998
Smith Barney 1990 - 1997
Skills
Fixed Income, Capital Markets, MBS, CMOS, Residential Mortgages, Structured Products, Corps, Munis, Debentures, Bloomberg
Education
Fordham University 1986 — 1990
St Francis Prep 1982 — 1986
Lewis Kreps Lewis Kreps's Duncan-Williams, Inc. Experience November 2010 - November 2011
Job Business Development Manager at MC Ware Mechanical Ltd
Industry Oil & Energy
Experience
MC Ware Mechanical Ltd June 2012 - June 2014
Three Part Advisors November 2011 - March 2013
Duncan Williams, Inc. November 2010 - November 2011
C.K. Cooper November 2009 - November 2010
Jesup Lamont May 2008 - November 2009
Aperion Group, LLC October 2002 - October 2007
Frost Securities May 1999 - July 2002
Dain Rauscher February 1997 - April 1999
Dual Drilling Company September 1981 - July 1996
Skills
Financial Modeling, Valuation, Equities, Excel, Research, Strategic Planning, Financial Planning, Equity Research, Financial Analysis, Business Strategy, Sales Management, New Business Development, International Business, Marketing Management, Energy, Alternative Investments, Strategic Financial..., Business Development, Hedge Funds, Contract Negotiation, Contract Management, Negotiation, International Sales, Investments, Private Equity
Education
Southern Methodist University - Cox School of Business 1980 — 1981
MBA, Finance
University of Arkansas at Fayetteville 1976 — 1980
Bachelor of Science, Civil Engineering
MC Ware Mechanical Ltd June 2012 - June 2014
Three Part Advisors November 2011 - March 2013
Duncan Williams, Inc. November 2010 - November 2011
C.K. Cooper November 2009 - November 2010
Jesup Lamont May 2008 - November 2009
Aperion Group, LLC October 2002 - October 2007
Frost Securities May 1999 - July 2002
Dain Rauscher February 1997 - April 1999
Dual Drilling Company September 1981 - July 1996
Skills
Financial Modeling, Valuation, Equities, Excel, Research, Strategic Planning, Financial Planning, Equity Research, Financial Analysis, Business Strategy, Sales Management, New Business Development, International Business, Marketing Management, Energy, Alternative Investments, Strategic Financial..., Business Development, Hedge Funds, Contract Negotiation, Contract Management, Negotiation, International Sales, Investments, Private Equity
Education
Southern Methodist University - Cox School of Business 1980 — 1981
MBA, Finance
University of Arkansas at Fayetteville 1976 — 1980
Bachelor of Science, Civil Engineering
JP Zdancewicz JP Zdancewicz's Duncan-Williams, Inc. Experience March 2012 - Present
Job Institutional Fixed Income Sales at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. March 2012 - Present
Skills
Series 7, Bonds, Alternative Investments, Analysis, Asset Allocation, Financial Markets, Securities, Trading, Valuation, Investment Banking, Banking, Mutual Funds, Wealth Management
Education
University of Mississippi - School of Business Administration 2008 — 2011
B.B.A., Economics
Memphis University School 2001 — 2005
Duncan-Williams, Inc. March 2012 - Present
Skills
Series 7, Bonds, Alternative Investments, Analysis, Asset Allocation, Financial Markets, Securities, Trading, Valuation, Investment Banking, Banking, Mutual Funds, Wealth Management
Education
University of Mississippi - School of Business Administration 2008 — 2011
B.B.A., Economics
Memphis University School 2001 — 2005
Irina Rivkind's Duncan-Williams, Inc. Experience March 2010 - November 2011
Job Equity Research Analyst at Mizuho
Industry Pharmaceuticals
Experience
Mizuho July 2015 - Present
Cantor Fitzgerald October 2011 - July 2015
Duncan-Williams, Inc. March 2010 - November 2011
UBS October 2006 - March 2010
Forest Laboratories 2001 - 2006
Skills
Equity Research, Equities, Valuation, Healthcare, Bloomberg, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
University of Maryland Baltimore 1999 — 2000
MS, Epidemiology and Preventive Medicine
Cornell University 1992 — 1996
BA, Biology
Mizuho July 2015 - Present
Cantor Fitzgerald October 2011 - July 2015
Duncan-Williams, Inc. March 2010 - November 2011
UBS October 2006 - March 2010
Forest Laboratories 2001 - 2006
Skills
Equity Research, Equities, Valuation, Healthcare, Bloomberg, Private Equity, Mergers & Acquisitions, Capital Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA
University of Maryland Baltimore 1999 — 2000
MS, Epidemiology and Preventive Medicine
Cornell University 1992 — 1996
BA, Biology
Craig Charlton's Duncan-Williams, Inc. Experience June 2009 - Present
Job Marketing Consultant at Bondview
Industry Financial Services
Experience
Duncan-Williams, Inc. June 2009 - Present
J.P. McGowan & Company, Inc. March 2006 - May 2009
Janney Montgomery Scott March 2002 - April 2006
Ambac Financial Group 1986 - 1998
Education
New York University 1979 — 1987
Bachelor of the Arts, History
New York University 1979 — 1987
Master's in Public Administration, Public Finance
Duncan-Williams, Inc. June 2009 - Present
J.P. McGowan & Company, Inc. March 2006 - May 2009
Janney Montgomery Scott March 2002 - April 2006
Ambac Financial Group 1986 - 1998
Education
New York University 1979 — 1987
Bachelor of the Arts, History
New York University 1979 — 1987
Master's in Public Administration, Public Finance
Alan W. Murphy's Duncan-Williams, Inc. Experience February 2008 - January 2010
Job Managing Director at Stifel, Nicolaus & Co.
Industry Financial Services
Experience
Stifel, Nicolaus & Co. October 2009 - Present
Duncan Williams Inc. February 2008 - January 2010
Popular Securities March 2004 - January 2008
Wachovia Securities July 2003 - February 2004
Prudential Securities Inc. January 1976 - June 2003
Skills
Capital Markets, Bonds, Trading, Securities, Underwriting, Series 7, Fixed Income, Series 63, Portfolio Management, Bloomberg, Investment Banking, Investments, Series 24, Series 53
Education
Haslam College of Business at the University of Tennessee 1974 — 1975
MBA, Finance
University of North Carolina at Wilmington 1970 — 1974
BS, Economics
Stifel, Nicolaus & Co. October 2009 - Present
Duncan Williams Inc. February 2008 - January 2010
Popular Securities March 2004 - January 2008
Wachovia Securities July 2003 - February 2004
Prudential Securities Inc. January 1976 - June 2003
Skills
Capital Markets, Bonds, Trading, Securities, Underwriting, Series 7, Fixed Income, Series 63, Portfolio Management, Bloomberg, Investment Banking, Investments, Series 24, Series 53
Education
Haslam College of Business at the University of Tennessee 1974 — 1975
MBA, Finance
University of North Carolina at Wilmington 1970 — 1974
BS, Economics
Ross DeDeyn's Duncan-Williams, Inc. Experience November 2011 - May 2014
Job Managing Director at CHILDS Advisory Partners
Industry Investment Banking
Experience
CHILDS Advisory Partners June 2014 - Present
Duncan-Williams, Inc. November 2011 - May 2014
Piper Jaffray July 2004 - June 2008
UBS Investment Bank June 2001 - June 2004
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Management Consulting, Business Strategy, Capital Markets, LBO, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Georgia School of Law 1993 — 1996
JD
Vanderbilt University 1989 — 1993
BS, Economics, Psychology
CHILDS Advisory Partners June 2014 - Present
Duncan-Williams, Inc. November 2011 - May 2014
Piper Jaffray July 2004 - June 2008
UBS Investment Bank June 2001 - June 2004
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Management Consulting, Business Strategy, Capital Markets, LBO, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Georgia School of Law 1993 — 1996
JD
Vanderbilt University 1989 — 1993
BS, Economics, Psychology
Toby Wann's Duncan-Williams, Inc. Experience December 2008 - June 2009
Job Partner at Obsidian Research Group
Industry Hospital & Health Care
Experience
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Justin Lachey's Duncan-Williams, Inc. Experience October 2005 - Present
Job Fixed Income Sales at Duncan Williams, Inc
Industry Capital Markets
Experience
Duncan Williams, INC October 2005 - Present
Morgan Stanley March 2004 - April 2005
Morgan Keegan March 2001 - January 2004
Education
University of Mississippi - School of Business Administration 1994 — 2000
BBA, Business Management
Duncan Williams, INC October 2005 - Present
Morgan Stanley March 2004 - April 2005
Morgan Keegan March 2001 - January 2004
Education
University of Mississippi - School of Business Administration 1994 — 2000
BBA, Business Management
Eddie Baker's Duncan-Williams, Inc. Experience April 2013 - August 2013
Job Software Engineer at FedEx Services
Industry Information Technology and Services
Experience
FedEx Services May 2014 - Present
American Contract Bridge League May 2014 - July 2014
Share One, Inc. December 2013 - March 2014
Duncan-Williams, Inc. April 2013 - August 2013
Signature Advertising & Marketing Solutions January 2013 - February 2013
Life Strategies of Arkansas, LLC March 2012 - December 2012
CSG Holdings, LLC October 2009 - August 2012
Consulting Services Group, LLC February 2007 - October 2009
FedEx Services July 2003 - August 2006
FedEx Services June 2000 - July 2003
Skills
Software Development, Databases, Java, Web Applications, Project Planning, Integration, Microsoft SQL Server, Budgets, Access, Engineering, Requirements Analysis, Network Administration, Security, Database Design, Due Diligence, Testing, Analysis, Disaster Recovery, Management, PHP, JavaScript, jQuery
Education
University of Memphis 1994 — 1997
FedEx Services May 2014 - Present
American Contract Bridge League May 2014 - July 2014
Share One, Inc. December 2013 - March 2014
Duncan-Williams, Inc. April 2013 - August 2013
Signature Advertising & Marketing Solutions January 2013 - February 2013
Life Strategies of Arkansas, LLC March 2012 - December 2012
CSG Holdings, LLC October 2009 - August 2012
Consulting Services Group, LLC February 2007 - October 2009
FedEx Services July 2003 - August 2006
FedEx Services June 2000 - July 2003
Skills
Software Development, Databases, Java, Web Applications, Project Planning, Integration, Microsoft SQL Server, Budgets, Access, Engineering, Requirements Analysis, Network Administration, Security, Database Design, Due Diligence, Testing, Analysis, Disaster Recovery, Management, PHP, JavaScript, jQuery
Education
University of Memphis 1994 — 1997
Rita Beem's Duncan-Williams, Inc. Experience November 2012 - Present
Job DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. November 2012 - Present
ALSAC St. Jude Children's Research Hospital 1997 - November 2012
ALSAC/St. Jude November 1997 - March 2011
Skills
Event Planning, Special Events, PowerPoint, Word, Non-profits, Microsoft Office, Excel, Outlook, Customer Service, Administrative Support, Spreadsheets, Nonprofits, Administrative..., Accounts Payable, Microsoft Excel, Microsoft Word, Event Management, Fundraising, Data Entry, Community Outreach, Volunteer Management, Data Analysis, Leadership, Public Relations, Public Speaking
Education
Florida State College at Jacksonville 1985 — 1987
Duncan-Williams, Inc. November 2012 - Present
ALSAC St. Jude Children's Research Hospital 1997 - November 2012
ALSAC/St. Jude November 1997 - March 2011
Skills
Event Planning, Special Events, PowerPoint, Word, Non-profits, Microsoft Office, Excel, Outlook, Customer Service, Administrative Support, Spreadsheets, Nonprofits, Administrative..., Accounts Payable, Microsoft Excel, Microsoft Word, Event Management, Fundraising, Data Entry, Community Outreach, Volunteer Management, Data Analysis, Leadership, Public Relations, Public Speaking
Education
Florida State College at Jacksonville 1985 — 1987
Paul Reichert's Duncan-Williams, Inc. Experience March 2012 - November 2012
Job Fixed Income Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial 2012 - Present
Duncan-Williams, Inc. March 2012 - November 2012
LPL Financial March 2010 - March 2012
Evergreen Investments March 2008 - December 2009
Wachovia Bank August 2002 - October 2007
Education
Queens University of Charlotte 1999 — 2002
MBA, Business
University of Missouri-Columbia 1989 — 1994
LPL Financial 2012 - Present
Duncan-Williams, Inc. March 2012 - November 2012
LPL Financial March 2010 - March 2012
Evergreen Investments March 2008 - December 2009
Wachovia Bank August 2002 - October 2007
Education
Queens University of Charlotte 1999 — 2002
MBA, Business
University of Missouri-Columbia 1989 — 1994
Carlos Desmaras's Duncan-Williams, Inc. Experience January 2010 - January 2012
Job Managing Director, Northeast Public Finance at Mesirow Financial, Inc.
Industry Investment Banking
Experience
Mesirow Financial, Inc. January 2012 - Present
Duncan-Williams, Inc. January 2010 - January 2012
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Mesirow Financial, Inc. January 2012 - Present
Duncan-Williams, Inc. January 2010 - January 2012
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Michael Mac McGinnis's Duncan-Williams, Inc. Experience January 1997 - March 2002
Job macstroutplace@gmail.com
Industry Financial Services
Experience
none at all June 2007 - Present
Hattier, Sanford & Reynoir, LLP May 2005 - June 2007
Coastal Securities, LP March 2002 - May 2005
Duncan-Williams, Inc. January 1997 - March 2002
Education
University of Central Arkansas 1974 — 1978
none at all June 2007 - Present
Hattier, Sanford & Reynoir, LLP May 2005 - June 2007
Coastal Securities, LP March 2002 - May 2005
Duncan-Williams, Inc. January 1997 - March 2002
Education
University of Central Arkansas 1974 — 1978
Bryan Edmundson's Duncan-Williams, Inc. Experience June 2012 - Present
Job Market Analyst Strategies and Municipal Research at DuncanWilliams, Inc.
Industry Banking
Experience
Duncan-Williams, Inc. June 2012 - Present
Trustmark National Bank August 2007 - May 2012
Synovus Financial August 2006 - August 2007
Boeing June 2004 - May 2005
Skills
Series 7, Series 63, Credit, Portfolio Management, Loans, Finance, Commercial Lending, Risk Management, Underwriting, Credit Analysis
Education
The University of Memphis 2010 — 2013
MS in Finance, Finance
Saint Louis University 2001 — 2005
Bachelor of Science, Business Administration; Economics and Finance
Central High School
Duncan-Williams, Inc. June 2012 - Present
Trustmark National Bank August 2007 - May 2012
Synovus Financial August 2006 - August 2007
Boeing June 2004 - May 2005
Skills
Series 7, Series 63, Credit, Portfolio Management, Loans, Finance, Commercial Lending, Risk Management, Underwriting, Credit Analysis
Education
The University of Memphis 2010 — 2013
MS in Finance, Finance
Saint Louis University 2001 — 2005
Bachelor of Science, Business Administration; Economics and Finance
Central High School
Andrew Wessling's Duncan-Williams, Inc. Experience August 2009 - Present
Job Whole Loan Group at DuncanWilliams, Inc
Industry Capital Markets
Experience
Duncan-Williams, Inc August 2009 - Present
Countrywide Securities Corporation July 2002 - September 2007
Washington Mutual 1998 - 2002
Skills
Portfolio Management, Credit Risk, Trading, Loans, Capital Markets, Mortgage Lending, Refinance, Credit
Education
University of Washington 1996 — 1998
University of Arizona 1992 — 1996
BA, Economics and Philosophy
Duncan-Williams, Inc August 2009 - Present
Countrywide Securities Corporation July 2002 - September 2007
Washington Mutual 1998 - 2002
Skills
Portfolio Management, Credit Risk, Trading, Loans, Capital Markets, Mortgage Lending, Refinance, Credit
Education
University of Washington 1996 — 1998
University of Arizona 1992 — 1996
BA, Economics and Philosophy
Jon Cantrell, CFA's Duncan-Williams, Inc. Experience 2001 - 2005
Job Partner / Senior Vice President
Industry Capital Markets
Experience
Citigroup Smith Barney 2007 - 2009
Secure Trading Group 2006 - 2007
Duncan Williams Inc 2001 - 2005
Skills
MBS, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Equities, Proprietary Trading, Hedge Funds, Securities, Bonds, Derivatives, Series 7, Investment Banking, Portfolio Management
Education
University of Mississippi 1994 — 1999
Memphis University School 1989 — 1994
Citigroup Smith Barney 2007 - 2009
Secure Trading Group 2006 - 2007
Duncan Williams Inc 2001 - 2005
Skills
MBS, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Equities, Proprietary Trading, Hedge Funds, Securities, Bonds, Derivatives, Series 7, Investment Banking, Portfolio Management
Education
University of Mississippi 1994 — 1999
Memphis University School 1989 — 1994
Chad McKeithen's Duncan-Williams, Inc. Experience November 2011 - Present
Job Managing Director Strategies at DuncanWilliams, Inc.
Industry Capital Markets
Experience
Duncan-Williams, Inc. November 2011 - Present
FTN Financial November 2007 - November 2011
Echo Partners April 2005 - November 2007
FTN Financial April 1996 - April 2005
Skills
Banking, Derivatives, Fixed Income, Interest Rate Risk..., Portfolio Management, Risk Management
Education
University of Mississippi 1991 — 1995
BBA, Banking/finance
University of Mississippi - School of Business Administration 1991 — 1995
Duncan-Williams, Inc. November 2011 - Present
FTN Financial November 2007 - November 2011
Echo Partners April 2005 - November 2007
FTN Financial April 1996 - April 2005
Skills
Banking, Derivatives, Fixed Income, Interest Rate Risk..., Portfolio Management, Risk Management
Education
University of Mississippi 1991 — 1995
BBA, Banking/finance
University of Mississippi - School of Business Administration 1991 — 1995
Steve Lemon's Duncan-Williams, Inc. Experience May 2010 - August 2012
Job Vice President, Sales at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company August 2012 - Present
DUNCAN WILLIAMS, INC May 2010 - August 2012
Finacorp Securites November 2008 - May 2010
Seattle Northwest Securities December 2000 - September 2007
Skills
Corporate and Municipal..., Fixed Income, Investments, Trading, Bloomberg, Series 63, Capital Markets, Equities, Securities, Bonds, Portfolio Management, Alternative Investments, Asset Management, Investment Banking
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
George K. Baum & Company August 2012 - Present
DUNCAN WILLIAMS, INC May 2010 - August 2012
Finacorp Securites November 2008 - May 2010
Seattle Northwest Securities December 2000 - September 2007
Skills
Corporate and Municipal..., Fixed Income, Investments, Trading, Bloomberg, Series 63, Capital Markets, Equities, Securities, Bonds, Portfolio Management, Alternative Investments, Asset Management, Investment Banking
Education
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
James Terwilliger's Duncan-Williams, Inc. Experience 2008 - August 2012
Job Vice President Healthcare Strategies at Newport Coast Securities, Inc.
Industry Capital Markets
Experience
Newport Coast Securities, Inc. June 2014 - Present
Wunderlich Securities May 2013 - Present
The Benchmark Company, LLC January 2012 - May 2013
Duncan-Williams, Inc. 2008 - August 2012
Neurorecovery, Inc. 2006 - 2008
Neurorecovery, Inc. 2005 - 2006
Morgan Keegan & Company 2000 - 2005
Sanders Morris Harris, Inc. 1998 - 2000
Needham & Company, Inc. 1997 - 1998
Johnson & Johnson Health Care Systems Inc. 1995 - 1997
Skills
Financial Analysis, Valuation, Equities, Mergers, Financial Modeling, Capital Markets, Series 7, Mergers & Acquisitions, Strategy, Private Equity, Due Diligence, Leadership, Investment Banking, Investments, Finance, Competitive Analysis, Equity Research, Fixed Income, Securities
Education
Yale University School of Medicine 1992 — 1994
Master's Degree in Public Health (MPH), Health Care Management & Health Care Finance
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor of Science in Public Administration, Minor concentration in Allied Health Services Administration
Newport Coast Securities, Inc. June 2014 - Present
Wunderlich Securities May 2013 - Present
The Benchmark Company, LLC January 2012 - May 2013
Duncan-Williams, Inc. 2008 - August 2012
Neurorecovery, Inc. 2006 - 2008
Neurorecovery, Inc. 2005 - 2006
Morgan Keegan & Company 2000 - 2005
Sanders Morris Harris, Inc. 1998 - 2000
Needham & Company, Inc. 1997 - 1998
Johnson & Johnson Health Care Systems Inc. 1995 - 1997
Skills
Financial Analysis, Valuation, Equities, Mergers, Financial Modeling, Capital Markets, Series 7, Mergers & Acquisitions, Strategy, Private Equity, Due Diligence, Leadership, Investment Banking, Investments, Finance, Competitive Analysis, Equity Research, Fixed Income, Securities
Education
Yale University School of Medicine 1992 — 1994
Master's Degree in Public Health (MPH), Health Care Management & Health Care Finance
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor of Science in Public Administration, Minor concentration in Allied Health Services Administration
Troy McRoberts's Duncan-Williams, Inc. Experience March 2009 - July 2011
Job Account Executive at Impac Mortgage
Industry Financial Services
Experience
Impac Mortgage January 2014 - Present
Endeavor America Loan Services July 2013 - December 2013
First Nation Finance March 2008 - June 2013
Duncan-Williams, Inc. March 2009 - July 2011
WaMu Capital Corp. August 2006 - October 2007
Aurora Loan Services February 2004 - July 2006
Lehman Brothers 2004 - 2006
National City Mortgagee 2001 - 2004
Skills
Loans, Valuation, Asset Managment, Capital Markets, Mortgage Lending, Loan Origination, Banking, Credit, Mortgage Banking, Investments, Strategic Planning, Finance, Underwriting, Investment Properties, Credit Analysis, Portfolio Management, Real Estate, Refinance, Residential Mortgages
Education
University of Maryland Baltimore County 1987 — 1989
Cochise College 1985 — 1987
Impac Mortgage January 2014 - Present
Endeavor America Loan Services July 2013 - December 2013
First Nation Finance March 2008 - June 2013
Duncan-Williams, Inc. March 2009 - July 2011
WaMu Capital Corp. August 2006 - October 2007
Aurora Loan Services February 2004 - July 2006
Lehman Brothers 2004 - 2006
National City Mortgagee 2001 - 2004
Skills
Loans, Valuation, Asset Managment, Capital Markets, Mortgage Lending, Loan Origination, Banking, Credit, Mortgage Banking, Investments, Strategic Planning, Finance, Underwriting, Investment Properties, Credit Analysis, Portfolio Management, Real Estate, Refinance, Residential Mortgages
Education
University of Maryland Baltimore County 1987 — 1989
Cochise College 1985 — 1987
Jack Schlifer's Duncan-Williams, Inc. Experience August 2009 - Present
Job President Debt Capital Markets at DuncanWilliams Inc
Industry Capital Markets
Experience
Duncan-Williams Inc August 2009 - Present
KeyCorp 1978 - 2008
Education
Cleveland State University 1985 — 1988
MBA, Finance
Miami University 1974 — 1978
B.S. B.A., Marketing
Duncan-Williams Inc August 2009 - Present
KeyCorp 1978 - 2008
Education
Cleveland State University 1985 — 1988
MBA, Finance
Miami University 1974 — 1978
B.S. B.A., Marketing
Mary Margaret Vick's Duncan-Williams, Inc. Experience February 2010 - October 2010
Job at
Industry Capital Markets
Experience
FNBB Capital Markets October 2014 - Present
BBVA Compass August 2011 - September 2014
BBVA Compass October 2010 - August 2011
Duncan-Williams, Inc. February 2010 - October 2010
Fennebresque & Co. February 2008 - January 2010
Skills
Fixed Income, Market Risk, Bloomberg, Capital Markets, Bloomberg Terminal, Trading, Risk Management, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Investments
Education
University of North Carolina at Charlotte 2007 — 2009
MS, Mathematical Finance
University of Alabama 2003 — 2007
BS, Finance/Mathematics
FNBB Capital Markets October 2014 - Present
BBVA Compass August 2011 - September 2014
BBVA Compass October 2010 - August 2011
Duncan-Williams, Inc. February 2010 - October 2010
Fennebresque & Co. February 2008 - January 2010
Skills
Fixed Income, Market Risk, Bloomberg, Capital Markets, Bloomberg Terminal, Trading, Risk Management, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Investments
Education
University of North Carolina at Charlotte 2007 — 2009
MS, Mathematical Finance
University of Alabama 2003 — 2007
BS, Finance/Mathematics
Jack Schlifer's Duncan-Williams, Inc. Experience August 2011 - September 2013
Job
Industry Marketing and Advertising
Experience
Dreamer Design Studios January 2015 - Present
Graphic Design / Web / Motion Graphics November 2009 - January 2015
Duncan-Williams, Inc. August 2011 - September 2013
Your Marketing Corner June 2008 - November 2009
Electronic Arts January 2008 - June 2008
Education
Full Sail University 2005 — 2007
Bachelors of Science, Digital Arts and Design
Dreamer Design Studios January 2015 - Present
Graphic Design / Web / Motion Graphics November 2009 - January 2015
Duncan-Williams, Inc. August 2011 - September 2013
Your Marketing Corner June 2008 - November 2009
Electronic Arts January 2008 - June 2008
Education
Full Sail University 2005 — 2007
Bachelors of Science, Digital Arts and Design
George Richardson's Duncan-Williams, Inc. Experience 2011 - 2013
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Duncan-Williams, Inc. 2011 - 2013
Aladdin Capital Management 2006 - 2010
Skills
Corporate Finance, Investment Banking, Asset Management, Mergers & Acquisitions, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Leveraged Finance, Accounting, Portfolio Management, Bloomberg, FactSet, Trading, Securities, Bonds, Equities, Series 79, Series 63
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Dual Concentration: Corporate Finance / Investment Banking and Asset Management
University of North Carolina at Chapel Hill 2002 — 2006
BA, Economics 2006
Stockholm School of Economics 2014 — 2014
Darden Global Business Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Duncan-Williams, Inc. 2011 - 2013
Aladdin Capital Management 2006 - 2010
Skills
Corporate Finance, Investment Banking, Asset Management, Mergers & Acquisitions, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Leveraged Finance, Accounting, Portfolio Management, Bloomberg, FactSet, Trading, Securities, Bonds, Equities, Series 79, Series 63
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Dual Concentration: Corporate Finance / Investment Banking and Asset Management
University of North Carolina at Chapel Hill 2002 — 2006
BA, Economics 2006
Stockholm School of Economics 2014 — 2014
Darden Global Business Experience
Dirk van Erp's Duncan-Williams, Inc. Experience September 2009 - October 2011
Job Senior Vice President, Institutional Equity Sales at Maxim Group
Industry Financial Services
Experience
Maxim Group October 2011 - Present
Duncan-Williams, Inc. September 2009 - October 2011
Insight Capital Research & Management February 2008 - September 2009
Janney Montgomery Scott 2005 - 2008
FTN Midwest Securities 2002 - 2006
Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales
Education
University of California, Davis 1998 — 2000
BS, Managerial Economics
Santa Rosa Junior College
Maxim Group October 2011 - Present
Duncan-Williams, Inc. September 2009 - October 2011
Insight Capital Research & Management February 2008 - September 2009
Janney Montgomery Scott 2005 - 2008
FTN Midwest Securities 2002 - 2006
Skills
CRM, Portfolio Management, Hedge Funds, Equity Research, Equities, Institutional Sales
Education
University of California, Davis 1998 — 2000
BS, Managerial Economics
Santa Rosa Junior College
William Adams's Duncan-Williams, Inc. Experience August 2011 - June 2013
Job Corporate Development & Sales at ResiModel, Inc.
Industry Financial Services
Experience
ResiModel, Inc. July 2015 - Present
CompStak™ August 2013 - July 2015
Duncan-Williams, Inc. August 2011 - June 2013
SecondMarket, Inc. January 2008 - June 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investments, Due Diligence, Private Equity, Sales, Equities, Capital Markets
Education
University of Richmond 2003 — 2007
University of Richmond - Robins School of Business 2003 — 2007
B.A., Finance
ResiModel, Inc. July 2015 - Present
CompStak™ August 2013 - July 2015
Duncan-Williams, Inc. August 2011 - June 2013
SecondMarket, Inc. January 2008 - June 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Investments, Due Diligence, Private Equity, Sales, Equities, Capital Markets
Education
University of Richmond 2003 — 2007
University of Richmond - Robins School of Business 2003 — 2007
B.A., Finance
Amy Carson, FIC's Duncan-Williams, Inc. Experience August 2010 - January 2014
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America February 2014 - Present
Duncan-Williams, Inc. August 2010 - January 2014
Morgan Keegan January 2008 - August 2010
Morgan Keegan January 2000 - March 2006
Morgan Keegan October 1998 - January 2000
Skills
Series 7, Wealth Management, Performance Attribution, Mutual Funds, Securities, Equities, Portfolio Management, Asset Allocation, Wealth Management..., Retirement Planning, Series 63, Investments, Investment Advisory, Asset Management, Finance, Equity Research, Uniform Combined State..., FINRA, Financial Analysis, Insurance, Long-term Care, Fixed Annuities, Series 24, Bonds, Financial Services, Life Insurance
Education
Henderson State University
BA
Modern Woodmen of America February 2014 - Present
Duncan-Williams, Inc. August 2010 - January 2014
Morgan Keegan January 2008 - August 2010
Morgan Keegan January 2000 - March 2006
Morgan Keegan October 1998 - January 2000
Skills
Series 7, Wealth Management, Performance Attribution, Mutual Funds, Securities, Equities, Portfolio Management, Asset Allocation, Wealth Management..., Retirement Planning, Series 63, Investments, Investment Advisory, Asset Management, Finance, Equity Research, Uniform Combined State..., FINRA, Financial Analysis, Insurance, Long-term Care, Fixed Annuities, Series 24, Bonds, Financial Services, Life Insurance
Education
Henderson State University
BA
Anthony Ciafre's Duncan-Williams, Inc. Experience August 2009 - February 2013
Job MBS Trader at Tahoe Fixed Income
Industry Banking
Experience
Tahoe Fixed Income LLC February 2013 - Present
Duncan-Williams, Inc. August 2009 - February 2013
Wachovia Capital Markets 2005 - August 2009
Wachovia 2003 - 2005
Prudential Securities 2000 - 2001
Skills
Trading, CMBS, MBS, ABS, Analysis, Series 7, Investments, Bloomberg, Finance, Fixed Income, Bonds, Hedge Funds, Financial Risk, Capital Markets, Derivatives, Portfolio Management, Securities, Series 63, Equities, Structured Products
Education
Duquesne University 2001 — 2003
MBA, Finance/Real Estate
University of Pittsburgh 1993 — 1997
B.S., Accounting
Tahoe Fixed Income LLC February 2013 - Present
Duncan-Williams, Inc. August 2009 - February 2013
Wachovia Capital Markets 2005 - August 2009
Wachovia 2003 - 2005
Prudential Securities 2000 - 2001
Skills
Trading, CMBS, MBS, ABS, Analysis, Series 7, Investments, Bloomberg, Finance, Fixed Income, Bonds, Hedge Funds, Financial Risk, Capital Markets, Derivatives, Portfolio Management, Securities, Series 63, Equities, Structured Products
Education
Duquesne University 2001 — 2003
MBA, Finance/Real Estate
University of Pittsburgh 1993 — 1997
B.S., Accounting
Angela Petty Himelright's Duncan-Williams, Inc. Experience July 2002 - Present
Job VP at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. July 2002 - Present
Skills
Series 7, Investments, Trading, Underwriting
Education
Haslam College of Business at the University of Tennessee 1998 — 2002
Marketing
University of Phoenix
Master of Business Administration (MBA)
Duncan-Williams, Inc. July 2002 - Present
Skills
Series 7, Investments, Trading, Underwriting
Education
Haslam College of Business at the University of Tennessee 1998 — 2002
Marketing
University of Phoenix
Master of Business Administration (MBA)
Emily Delashmit's Duncan-Williams, Inc. Experience July 2006 - November 2007
Job Premium Strategies Group at Vining Sparks
Industry Financial Services
Experience
Vining Sparks December 2006 - Present
Duncan-Williams, Inc. July 2006 - November 2007
Skills
Bonds, Fixed Income, Bloomberg, Series 63, Financial Analysis, Series 7, Securities, Equities, Capital Markets, Hedge Funds, Alternative Investments, Trading
Education
Christian Brothers University 2007 — 2008
MBA, Finance, Business
Vining Sparks December 2006 - Present
Duncan-Williams, Inc. July 2006 - November 2007
Skills
Bonds, Fixed Income, Bloomberg, Series 63, Financial Analysis, Series 7, Securities, Equities, Capital Markets, Hedge Funds, Alternative Investments, Trading
Education
Christian Brothers University 2007 — 2008
MBA, Finance, Business
Dennis Schlachter's Duncan-Williams, Inc. Experience December 2014 - Present
Job Vice President at DuncanWilliams, Inc.
Industry Capital Markets
Experience
Duncan-Williams, Inc. December 2014 - Present
Skills
Trading, Capital Markets, Portfolio Management, Equities, Fixed Income, Securities, Investments
Education
John Cook School of Business at Saint Louis University 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1977 — 1981
Bachelor's Degree, Finance
Duncan-Williams, Inc. December 2014 - Present
Skills
Trading, Capital Markets, Portfolio Management, Equities, Fixed Income, Securities, Investments
Education
John Cook School of Business at Saint Louis University 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1977 — 1981
Bachelor's Degree, Finance
Kathy Fowler's Duncan-Williams, Inc. Experience May 2000 - April 2004
Job Paralegal at M. Todd Jackson, Attorney at Law
Industry Real Estate
Experience
Remax Elite – Presidents Club January 1999 - Present
Albert B. Merkel, Attorney at Law June 2010 - December 2012
Fresh Start Womens Program July 2009 - June 2010
Fresh Start Ministries January 2009 - June 2010
Duncan Williams, Inc May 2000 - April 2004
Raymond James Financial Inc. April 1995 - May 1998
UBS 1994 - 1997
Morgan & Keegan & Co. August 1993 - May 1994
Skills
Real Estate License, Marketing, Foreclosures, Small Business, Advertising, Referrals, Real Estate Transactions, Buyers, Short Sales, New Home Sales, Listings, Real Estate, Buyer Representation, Corporate Relocation, Sellers, Series 7, Investments, Contract Negotiation, Finance, Selling, Investment Properties, Customer Service, Sales, Marketing Strategy, Training, Investors, Real Property, Property, Commercial Real Estate, Residential Homes, Refinance, Notary Public
Education
Middle Tennessee State University 2009 — 2009
Paralegal Certificate - 2009, Legal Studies, General
University of Tennessee 1989 — 1992
Bachelor of Science, Business Administration / Marketing
University of Tennessee at Martin 1989 — 1992
Bachelor of Science, Business Administration - Marketing
Remax Elite – Presidents Club January 1999 - Present
Albert B. Merkel, Attorney at Law June 2010 - December 2012
Fresh Start Womens Program July 2009 - June 2010
Fresh Start Ministries January 2009 - June 2010
Duncan Williams, Inc May 2000 - April 2004
Raymond James Financial Inc. April 1995 - May 1998
UBS 1994 - 1997
Morgan & Keegan & Co. August 1993 - May 1994
Skills
Real Estate License, Marketing, Foreclosures, Small Business, Advertising, Referrals, Real Estate Transactions, Buyers, Short Sales, New Home Sales, Listings, Real Estate, Buyer Representation, Corporate Relocation, Sellers, Series 7, Investments, Contract Negotiation, Finance, Selling, Investment Properties, Customer Service, Sales, Marketing Strategy, Training, Investors, Real Property, Property, Commercial Real Estate, Residential Homes, Refinance, Notary Public
Education
Middle Tennessee State University 2009 — 2009
Paralegal Certificate - 2009, Legal Studies, General
University of Tennessee 1989 — 1992
Bachelor of Science, Business Administration / Marketing
University of Tennessee at Martin 1989 — 1992
Bachelor of Science, Business Administration - Marketing
Karl Biggers's Duncan-Williams, Inc. Experience May 2012 - 2014
Job Senior Vice President, Public Finance at George K. Baum & Company
Industry Financial Services
Experience
George K. Baum & Company December 2014 - Present
Duncan-Williams, Inc. May 2012 - 2014
M. R. Beal & Company July 2006 - February 2012
Skills
Series 7, Series 63, Municipal Bonds, New Business Development, Securities, Public Finance, Hedge Funds, Bonds, Fixed Income, Wealth Management, Options, Bloomberg, Alternative Investments, Capital Markets
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1981 — 1985
Bachelor of Arts (B.A.), Economics & Political Science
George K. Baum & Company December 2014 - Present
Duncan-Williams, Inc. May 2012 - 2014
M. R. Beal & Company July 2006 - February 2012
Skills
Series 7, Series 63, Municipal Bonds, New Business Development, Securities, Public Finance, Hedge Funds, Bonds, Fixed Income, Wealth Management, Options, Bloomberg, Alternative Investments, Capital Markets
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (M.B.A.), Finance, General
Southern Methodist University 1981 — 1985
Bachelor of Arts (B.A.), Economics & Political Science
Kyle Gowen, CFA's Duncan-Williams, Inc. Experience September 2014 - March 2015
Job Duncan Williams Asset Management
Industry Financial Services
Experience
Duncan-Williams, Inc. September 2014 - March 2015
Swain Wealth Partners/Raymond James April 2013 - August 2014
TruckPro, Inc. July 2012 - April 2013
NTAsset May 2011 - July 2011
Equity Research Analyst January 2011 - May 2011
Rebirth Financial September 2010 - April 2011
FedEx Express November 2005 - July 2010
Skills
Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance
Southern Methodist University 1999 — 2003
BA, Int'l Studies
Duncan-Williams, Inc. September 2014 - March 2015
Swain Wealth Partners/Raymond James April 2013 - August 2014
TruckPro, Inc. July 2012 - April 2013
NTAsset May 2011 - July 2011
Equity Research Analyst January 2011 - May 2011
Rebirth Financial September 2010 - April 2011
FedEx Express November 2005 - July 2010
Skills
Financial Modeling
Education
Tulane University - A.B. Freeman School of Business 2010 — 2012
MBA, Finance
Southern Methodist University 1999 — 2003
BA, Int'l Studies
Amber Lindsay Schwartz's Duncan-Williams, Inc. Experience May 1996 - March 2001
Job Institutional Fixed Income Sales at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray November 2014 - Present
MountainView Capital Group, LLC November 2012 - November 2014
Sanders Morris Harris Group, Inc. December 2006 - November 2012
Oppenheimer & Co January 2004 - December 2006
CIBC Oppenheimer March 2001 - December 2003
Duncan Williams, Inc. May 1996 - March 2001
Skills
Fixed Income, Institutional Sales, Series 7, Series 66, Series 63, Public Funds, Banks &..., Bloomberg, Govt Agencies, Mtg..., Alternative Investments, Asset Management
Education
University of Houston
Piper Jaffray November 2014 - Present
MountainView Capital Group, LLC November 2012 - November 2014
Sanders Morris Harris Group, Inc. December 2006 - November 2012
Oppenheimer & Co January 2004 - December 2006
CIBC Oppenheimer March 2001 - December 2003
Duncan Williams, Inc. May 1996 - March 2001
Skills
Fixed Income, Institutional Sales, Series 7, Series 66, Series 63, Public Funds, Banks &..., Bloomberg, Govt Agencies, Mtg..., Alternative Investments, Asset Management
Education
University of Houston
Kemper Carter's Duncan-Williams, Inc. Experience September 2009 - November 2009
Job CFM Specialist at Accenture
Industry Investment Management
Experience
Accenture September 2014 - Present
Accenture August 2011 - September 2014
Red Rock Financial Services April 2011 - August 2011
Red Rock Financial Services January 2011 - April 2011
Duncan-Williams, Inc. September 2009 - November 2009
Turbochef Technologies Inc. 2004 - 2007
Duplium Corporation January 2004 - May 2004
Education
Brigham Young University - Idaho 2008 — 2011
Business, Finance
Accenture September 2014 - Present
Accenture August 2011 - September 2014
Red Rock Financial Services April 2011 - August 2011
Red Rock Financial Services January 2011 - April 2011
Duncan-Williams, Inc. September 2009 - November 2009
Turbochef Technologies Inc. 2004 - 2007
Duplium Corporation January 2004 - May 2004
Education
Brigham Young University - Idaho 2008 — 2011
Business, Finance
Steve Weisman's Duncan-Williams, Inc. Experience 2010 - Present
Job Vice President & Training Manager Institutional Fixed Income Sales
Industry Capital Markets
Experience
Duncan Williams Inc. 2010 - Present
Skills
Securities, Bonds, Asset Management, Fixed Income, MBS, Financial Services, Banking, Portfolio Management, Investments, Due Diligence, Mutual Funds, Series 7, Series 63, Capital Markets, CMBS, Bloomberg, Derivatives, Financial Modeling, Investment Strategies, Series 24
Education
New York University 2002 — 2004
MS, Real Estate Finance & Investment
Emory University 1995 — 1999
BS, Philosophy
Duncan Williams Inc. 2010 - Present
Skills
Securities, Bonds, Asset Management, Fixed Income, MBS, Financial Services, Banking, Portfolio Management, Investments, Due Diligence, Mutual Funds, Series 7, Series 63, Capital Markets, CMBS, Bloomberg, Derivatives, Financial Modeling, Investment Strategies, Series 24
Education
New York University 2002 — 2004
MS, Real Estate Finance & Investment
Emory University 1995 — 1999
BS, Philosophy
Steven Hampton's Duncan-Williams, Inc. Experience June 2003 - February 2013
Job MBS Fixed Income Trading
Industry Investment Banking
Experience
Nathan Hale Capital LLC February 2013 - Present
Duncan Williams Inc. June 2003 - February 2013
Skills
MBS, Bonds, Fixed Income, Series 7, Capital Markets, Bloomberg, Series 63, CMBS, Structured Products, Trading, Securities, Hedge Funds, Alternative Investments, Asset Management, ABS
Education
Winthrop University 1999 — 2003
Bachelor, Political Science/Marketing
College of Charleston 1996 — 1999
marketing
Nathan Hale Capital LLC February 2013 - Present
Duncan Williams Inc. June 2003 - February 2013
Skills
MBS, Bonds, Fixed Income, Series 7, Capital Markets, Bloomberg, Series 63, CMBS, Structured Products, Trading, Securities, Hedge Funds, Alternative Investments, Asset Management, ABS
Education
Winthrop University 1999 — 2003
Bachelor, Political Science/Marketing
College of Charleston 1996 — 1999
marketing
Alyana Lewis's Duncan-Williams, Inc. Experience January 2003 - August 2007
Job Women's Health Sales Representative Duchesnay USA
Industry Pharmaceuticals
Experience
Duchesnay USA May 2013 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson October 2011 - January 2013
Boehringer Ingelheim February 2010 - March 2011
inVentiv Health August 2007 - October 2009
Duncan-Williams, Inc. January 2003 - August 2007
Skills
Hypertension, Pharmaceutical Sales, Financial Analysis, Managed Care, Pharmaceutical Industry, Cold Calling, New Business Development, Customer Service, Account Management, Financial Modeling, Oncology, Investments, Microsoft Office, Contract Negotiation, Accounting, Biotechnology, Healthcare, Marketing Strategy, Strategic Planning, Capital Equipment, Neurology, Sales Effectiveness, Product Launch, Selling Skills, Cardiology, OB/GYN, Sales Force Development, Sales Operations, Urology, Sales
Education
University of Mississippi 1997 — 2002
BBA, Finance, Accounting
Duchesnay USA May 2013 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson October 2011 - January 2013
Boehringer Ingelheim February 2010 - March 2011
inVentiv Health August 2007 - October 2009
Duncan-Williams, Inc. January 2003 - August 2007
Skills
Hypertension, Pharmaceutical Sales, Financial Analysis, Managed Care, Pharmaceutical Industry, Cold Calling, New Business Development, Customer Service, Account Management, Financial Modeling, Oncology, Investments, Microsoft Office, Contract Negotiation, Accounting, Biotechnology, Healthcare, Marketing Strategy, Strategic Planning, Capital Equipment, Neurology, Sales Effectiveness, Product Launch, Selling Skills, Cardiology, OB/GYN, Sales Force Development, Sales Operations, Urology, Sales
Education
University of Mississippi 1997 — 2002
BBA, Finance, Accounting
Harris McCraw's Duncan-Williams, Inc. Experience March 2010 - June 2011
Job Energy Investment
Industry Investment Management
Experience
MB Interests March 2014 - Present
Sewell Automotive Companies October 2012 - March 2014
n/a freelance June 2011 - October 2012
Duncan-Williams, Inc. March 2010 - June 2011
Wells Fargo Advisors July 2008 - January 2010
Hickory Capital Partners August 2004 - June 2007
Morgan Keegan July 1987 - August 2004
Skills
Commercial Pilot, Portfolio Management, Investments, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Private Equity, Securities, Series 7, Investment Banking, Risk Management, Equities, Asset Managment, Mergers, Options, Hedge Funds, Corporate Finance, Trading, Asset Management, Mutual Funds, Series 63, Alternative Investments
Education
University of Southern California 1979 — 1981
MS, Management
University of Tennessee 1970 — 1975
BS Business Administration, Marketing and Economics
MB Interests March 2014 - Present
Sewell Automotive Companies October 2012 - March 2014
n/a freelance June 2011 - October 2012
Duncan-Williams, Inc. March 2010 - June 2011
Wells Fargo Advisors July 2008 - January 2010
Hickory Capital Partners August 2004 - June 2007
Morgan Keegan July 1987 - August 2004
Skills
Commercial Pilot, Portfolio Management, Investments, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Private Equity, Securities, Series 7, Investment Banking, Risk Management, Equities, Asset Managment, Mergers, Options, Hedge Funds, Corporate Finance, Trading, Asset Management, Mutual Funds, Series 63, Alternative Investments
Education
University of Southern California 1979 — 1981
MS, Management
University of Tennessee 1970 — 1975
BS Business Administration, Marketing and Economics
Kevin Boyce's Duncan-Williams, Inc. Experience January 2013 - January 2014
Job Managing Partner at Prospera Advisory Group
Industry Investment Banking
Experience
Prospera Advisory Group January 2014 - Present
Ohio House of Representatives 2012 - Present
Duncan Williams, Inc. January 2013 - January 2014
Rice Financial Products Company February 2011 - May 2012
Ohio Treasury January 2009 - January 2011
American Swiss Foundation 2009 - 2009
KnowledgeWorks Foundation 2001 - 2009
City of Columbus August 2000 - December 2008
American Council of Young Political Leaders 2004 - 2004
Ohio House of Representatives January 1999 - August 2000
Skills
Non-profits, Policy, Strategic Communications, Government Affairs, Debt Management, Public Finance, Management, Legislative Relations, Political Campaigns, Economic Development, Finance, Policy Analysis
Education
Central Michigan University 2000 — 2004
M.S.A, Public Administration
University of Toledo 1992 — 1995
B.A., Political Science/Public Administration
Prospera Advisory Group January 2014 - Present
Ohio House of Representatives 2012 - Present
Duncan Williams, Inc. January 2013 - January 2014
Rice Financial Products Company February 2011 - May 2012
Ohio Treasury January 2009 - January 2011
American Swiss Foundation 2009 - 2009
KnowledgeWorks Foundation 2001 - 2009
City of Columbus August 2000 - December 2008
American Council of Young Political Leaders 2004 - 2004
Ohio House of Representatives January 1999 - August 2000
Skills
Non-profits, Policy, Strategic Communications, Government Affairs, Debt Management, Public Finance, Management, Legislative Relations, Political Campaigns, Economic Development, Finance, Policy Analysis
Education
Central Michigan University 2000 — 2004
M.S.A, Public Administration
University of Toledo 1992 — 1995
B.A., Political Science/Public Administration
Andrew Doggett's Duncan-Williams, Inc. Experience 1989 - 1991
Job Business Leader │Sales & Marketing Management │Medical Device │Training & Team Building │
Industry Medical Devices
Experience
Algea Therapies 2012 - Present
Biomet 2008 - 2012
Cordis 2007 - 2008
Kyphon 2001 - 2007
Auto-San 1991 - 2001
Duncan-Williams, Inc. 1989 - 1991
Skills
Disposables, Operating Room, Surgeons, Orthopedic, Market Development, Medical Devices, Neurosurgery, Spine, Surgery, Product Launch, Hospitals, Interventional Radiology, Healthcare, Sales Management, Sales Force Development, Cardiology, Vascular, Sales Process, Sales & Marketing..., Business Development, Establish & Maintain..., Direct and Distributor..., Talent Acquisition, Leadership Development, Territory Startup &..., Strategic Planning, Strategy Implementation, Sales Force Training, Product Training, Customer Education, Customer Insight, Cross-functional Team..., Emerging Technologies, New Market Expansion
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
Algea Therapies 2012 - Present
Biomet 2008 - 2012
Cordis 2007 - 2008
Kyphon 2001 - 2007
Auto-San 1991 - 2001
Duncan-Williams, Inc. 1989 - 1991
Skills
Disposables, Operating Room, Surgeons, Orthopedic, Market Development, Medical Devices, Neurosurgery, Spine, Surgery, Product Launch, Hospitals, Interventional Radiology, Healthcare, Sales Management, Sales Force Development, Cardiology, Vascular, Sales Process, Sales & Marketing..., Business Development, Establish & Maintain..., Direct and Distributor..., Talent Acquisition, Leadership Development, Territory Startup &..., Strategic Planning, Strategy Implementation, Sales Force Training, Product Training, Customer Education, Customer Insight, Cross-functional Team..., Emerging Technologies, New Market Expansion
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
Alpha Lyons, CFA's Duncan-Williams, Inc. Experience April 2011 - November 2011
Job Investment Analyst at First Mercantile
Industry Investment Management
Experience
First Mercantile November 2011 - Present
Duncan-Williams, Inc. April 2011 - November 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2008 - December 2008
Morgan Keegan June 2007 - August 2007
Lyons Accounting Services September 2005 - January 2006
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance
Tulane University - A.B. Freeman School of Business 2004 — 2009
Bachelor of Science in Management, Finance & Anthropology
First Mercantile November 2011 - Present
Duncan-Williams, Inc. April 2011 - November 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2008 - December 2008
Morgan Keegan June 2007 - August 2007
Lyons Accounting Services September 2005 - January 2006
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance
Tulane University - A.B. Freeman School of Business 2004 — 2009
Bachelor of Science in Management, Finance & Anthropology
Nicholas Pittari's Duncan-Williams, Inc. Experience May 2011 - July 2011
Job Real Estate Associate at StreetLevel Investments
Industry Real Estate
Experience
StreetLevel Investments November 2014 - Present
StreetLevel Investments February 2014 - Present
Cypress Equities July 2012 - February 2014
SRS Real Estate Partners January 2012 - July 2012
Duncan-Williams, Inc. May 2011 - July 2011
Phoros Accountancy September 2010 - December 2010
Peregrine Financial Group June 2010 - July 2010
Rollins College Office of Residential Life August 2009 - May 2010
Merrill Lynch January 2000 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Argus Modeling, Financial Analysis, Financial Modeling, Real Estate Development, Commercial Real Estate, Real Estate, Investments, Data Analysis, Valuation, Portfolio Management, Finance, Public Speaking
Education
Rollins College 2007 — 2011
Bachelor of Science, Economics
City University London 2010 — 2010
Economics
StreetLevel Investments November 2014 - Present
StreetLevel Investments February 2014 - Present
Cypress Equities July 2012 - February 2014
SRS Real Estate Partners January 2012 - July 2012
Duncan-Williams, Inc. May 2011 - July 2011
Phoros Accountancy September 2010 - December 2010
Peregrine Financial Group June 2010 - July 2010
Rollins College Office of Residential Life August 2009 - May 2010
Merrill Lynch January 2000 - February 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Argus Modeling, Financial Analysis, Financial Modeling, Real Estate Development, Commercial Real Estate, Real Estate, Investments, Data Analysis, Valuation, Portfolio Management, Finance, Public Speaking
Education
Rollins College 2007 — 2011
Bachelor of Science, Economics
City University London 2010 — 2010
Economics
Dave Meagher's Duncan-Williams, Inc. Experience May 2012 - June 2014
Job Managing Director at Brentwood Capital Advisors
Industry Financial Services
Experience
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Martin Puello's Duncan-Williams, Inc. Experience April 2011 - Present
Job Fixed Income Sales at Duncan Williams Inc.
Industry Financial Services
Experience
Duncan Williams Inc April 2011 - Present
Greystone June 2011 - September 2011
Skills
MBS, Series 7
Education
Fordham University 2005 — 2007
Bachelor of Science (BS), Finance
Duncan Williams Inc April 2011 - Present
Greystone June 2011 - September 2011
Skills
MBS, Series 7
Education
Fordham University 2005 — 2007
Bachelor of Science (BS), Finance
Josh Peal's Duncan-Williams, Inc. Experience June 2010 - April 2013
Job Mortgage Underwriter
Industry Banking
Experience
Evolve Bank and Trust April 2013 - Present
Duncan-Williams, Inc. June 2010 - April 2013
Duncan-Williams, Inc. May 2010 - December 2010
University of Mississippi May 2008 - August 2008
Home Mortgage Solutions May 2007 - August 2007
Hollister Co. May 2006 - July 2006
Skills
Fixed Income, Investment Banking, Equities, Trading, Investments, Municipal Bond..., Fixed Income Analysis, Bloomberg Terminal
Education
University of Mississippi 2006 — 2010
Bachelor of Science, Managerial Finance
University of Mississippi - School of Business Administration 2006 — 2010
Bachelors, Managerial Finance
Evolve Bank and Trust April 2013 - Present
Duncan-Williams, Inc. June 2010 - April 2013
Duncan-Williams, Inc. May 2010 - December 2010
University of Mississippi May 2008 - August 2008
Home Mortgage Solutions May 2007 - August 2007
Hollister Co. May 2006 - July 2006
Skills
Fixed Income, Investment Banking, Equities, Trading, Investments, Municipal Bond..., Fixed Income Analysis, Bloomberg Terminal
Education
University of Mississippi 2006 — 2010
Bachelor of Science, Managerial Finance
University of Mississippi - School of Business Administration 2006 — 2010
Bachelors, Managerial Finance
Murrey Watkins's Duncan-Williams, Inc. Experience June 2009 - Present
Job Public Finance at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. June 2009 - Present
Hutchison School 2008 - 2011
Southern Foods September 1986 - December 2006
Bank of America 1982 - 1986
Education
University of Mississippi 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Hutchison
Duncan-Williams, Inc. June 2009 - Present
Hutchison School 2008 - 2011
Southern Foods September 1986 - December 2006
Bank of America 1982 - 1986
Education
University of Mississippi 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Hutchison
Jeff Cotton, LEED AP's Duncan-Williams, Inc. Experience June 2008 - November 2009
Job President at Epic Capital Markets Conduit Trust
Industry Capital Markets
Experience
Epic Capital Markets Conduit Trust November 2009 - Present
Duncan-Williams, Inc. June 2008 - November 2009
Manufacturers Express March 2006 - June 2008
Interface October 1998 - March 2006
Shaw Industries March 1996 - October 1998
Education
University of Alabama 1985 — 1991
Marketing, Finance
Epic Capital Markets Conduit Trust November 2009 - Present
Duncan-Williams, Inc. June 2008 - November 2009
Manufacturers Express March 2006 - June 2008
Interface October 1998 - March 2006
Shaw Industries March 1996 - October 1998
Education
University of Alabama 1985 — 1991
Marketing, Finance
Wynn Tedford's Duncan-Williams, Inc. Experience August 1985 - April 1987
Job Baptist Medical Group
Industry Medical Practice
Experience
The Medical Group December 2005 - Present
Christian Brothers University March 2012 - February 2013
Christian Brothers University September 2009 - March 2012
Duncan-Williams, Inc. August 1985 - April 1987
Skills
Fundraising, Customer Service, Microsoft Office, Teaching, Microsoft Excel, Non-profits, Research, Public Speaking, Higher Education, Leadership Development, Microsoft Word, PowerPoint, Software Documentation, Event Planning, Social Media, Student Development, Event Management, Student Affairs, Organizational..., Public Relations, Healthcare, Student Engagement, Academic Advising, Higher Education..., Admissions, Photoshop, Student Recruiting, Campus, Enrollment Management, Student Leadership, Marketing, Community Outreach, Data Analysis, Data Entry, Nonprofits, Volunteer Management
Education
Christian Brothers University 2011 — 2013
The University of Memphis 1981 — 1985
Bachlors or Science, Merchandising and Marketing
University of Mississippi 1979 — 1981
The Medical Group December 2005 - Present
Christian Brothers University March 2012 - February 2013
Christian Brothers University September 2009 - March 2012
Duncan-Williams, Inc. August 1985 - April 1987
Skills
Fundraising, Customer Service, Microsoft Office, Teaching, Microsoft Excel, Non-profits, Research, Public Speaking, Higher Education, Leadership Development, Microsoft Word, PowerPoint, Software Documentation, Event Planning, Social Media, Student Development, Event Management, Student Affairs, Organizational..., Public Relations, Healthcare, Student Engagement, Academic Advising, Higher Education..., Admissions, Photoshop, Student Recruiting, Campus, Enrollment Management, Student Leadership, Marketing, Community Outreach, Data Analysis, Data Entry, Nonprofits, Volunteer Management
Education
Christian Brothers University 2011 — 2013
The University of Memphis 1981 — 1985
Bachlors or Science, Merchandising and Marketing
University of Mississippi 1979 — 1981
Johnny H. Garrison III CFA's Duncan-Williams, Inc. Experience September 2013 - June 2015
Job Vice President at Tradeweb
Industry Capital Markets
Experience
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
Tradeweb July 2015 - Present
Duncan-Williams, Inc. September 2013 - June 2015
Pierpont Securities August 2011 - September 2013
SunTrust Robinson Humphrey 2008 - August 2011
Protective Securities - A Division of Protective Life 2006 - 2008
Jefferies & Company 2005 - 2006
Reuters America 2004 - 2005
ABN AMRO - LaSalle Broker Dealers Services Division 2001 - 2004
Sterne Agee 1996 - 2001
Compass Bank 1994 - 1996
Education
University of Alabama 1990 — 1994
B.S., Quantitative Finance
stephen capoferi's Duncan-Williams, Inc. Experience December 1995 - Present
Job vice president at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. December 1995 - Present
Skills
Fixed Income, Capital Markets, Series 7, Structured Products, Bonds, CMBS, Series 63, Debt, Bloomberg, Securities, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Investment Banking
Education
Michigan State University 1969 — 1972
Bachelor's degree
Duncan-Williams, Inc. December 1995 - Present
Skills
Fixed Income, Capital Markets, Series 7, Structured Products, Bonds, CMBS, Series 63, Debt, Bloomberg, Securities, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Investment Banking
Education
Michigan State University 1969 — 1972
Bachelor's degree
Doug Boyer's Duncan-Williams, Inc. Experience August 2010 - Present
Job Institutional FixedIncome Sales at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. August 2010 - Present
Skills
Series 7, Bonds, Investment Banking, Securities, Capital Markets, Equities, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Fixed Income, Risk Management
Education
The University of Texas at Austin 2006 — 2010
Memphis University School
Duncan-Williams, Inc. August 2010 - Present
Skills
Series 7, Bonds, Investment Banking, Securities, Capital Markets, Equities, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Fixed Income, Risk Management
Education
The University of Texas at Austin 2006 — 2010
Memphis University School
Jeff Stockstill's Duncan-Williams, Inc. Experience January 2009 - November 2011
Job Healthcare Research Analyst
Industry Investment Banking
Experience
Duncan-Williams, Inc. January 2009 - November 2011
Education
The University of Memphis 2003 — 2006
Masters of Business Administration
The University of Memphis—Cecil C. Humphreys School of Law 2003 — 2006
Doctor of Jurisprudence
University of Colorado at Boulder 1999 — 2002
Bachelor of Science - Business Administration, Finance
Vanderbilt University 1998 — 1999
Economics
Memphis University School 1992 — 1998
Duncan-Williams, Inc. January 2009 - November 2011
Education
The University of Memphis 2003 — 2006
Masters of Business Administration
The University of Memphis—Cecil C. Humphreys School of Law 2003 — 2006
Doctor of Jurisprudence
University of Colorado at Boulder 1999 — 2002
Bachelor of Science - Business Administration, Finance
Vanderbilt University 1998 — 1999
Economics
Memphis University School 1992 — 1998
Philip Cruzen's Duncan-Williams, Inc. Experience 2007 - 2012
Job Advisor, Mid South Forum Advisors
Industry Individual & Family Services
Experience
Mid South Forum Advisors November 2013 - Present
Shay Financial Services, Inc. 2012 - November 2013
Duncan-Williams, Inc. 2007 - 2012
Cruzen Equipment Company, Inc. December 1975 - October 2006
Skills
Series 7, Series 63, Fixed Income, Securities, Investments, Bonds, Asset Management, Bloomberg, Capital Markets, Investment Banking, Equities, Wealth Management, Mutual Funds, Strategic Financial..., Loans, Banking, Credit Analysis, Financial Analysis, Risk Management
Education
University of Mississippi 1972 — 1975
Bachelor of Business Administration
The Baylor School 1968 — 1972
Bachelor of Business Administration
Mid South Forum Advisors November 2013 - Present
Shay Financial Services, Inc. 2012 - November 2013
Duncan-Williams, Inc. 2007 - 2012
Cruzen Equipment Company, Inc. December 1975 - October 2006
Skills
Series 7, Series 63, Fixed Income, Securities, Investments, Bonds, Asset Management, Bloomberg, Capital Markets, Investment Banking, Equities, Wealth Management, Mutual Funds, Strategic Financial..., Loans, Banking, Credit Analysis, Financial Analysis, Risk Management
Education
University of Mississippi 1972 — 1975
Bachelor of Business Administration
The Baylor School 1968 — 1972
Bachelor of Business Administration
William Hennessy's Duncan-Williams, Inc. Experience March 2012 - Present
Job Debt Capital Markets
Industry Financial Services
Experience
Duncan-Williams, Inc. March 2012 - Present
W.A. Hennessy Farm September 2008 - January 2012
Skills
Series 7, Series 63
Education
University of Mississippi 2007 — 2008
Masters degree, Accounting
Vanderbilt University - Owen Graduate School of Management 2007 — 2007
Accelerator Summer Business Institute
University of Mississippi 2003 — 2007
Bachelor of Accounting, Accounting
Woodward Academy 1996 — 2003
Atlanta International School 1989 — 1996
Duncan-Williams, Inc. March 2012 - Present
W.A. Hennessy Farm September 2008 - January 2012
Skills
Series 7, Series 63
Education
University of Mississippi 2007 — 2008
Masters degree, Accounting
Vanderbilt University - Owen Graduate School of Management 2007 — 2007
Accelerator Summer Business Institute
University of Mississippi 2003 — 2007
Bachelor of Accounting, Accounting
Woodward Academy 1996 — 2003
Atlanta International School 1989 — 1996
Morgan Sanko's Duncan-Williams, Inc. Experience September 2012 - Present
Job Institutional Fixed Income at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. September 2012 - Present
Education
The University of Memphis 2007 — 2012
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
Duncan-Williams, Inc. September 2012 - Present
Education
The University of Memphis 2007 — 2012
Bachelor of Arts (B.A.), Geological and Earth Sciences/Geosciences
Alfred Birdsall's Duncan-Williams, Inc. Experience January 2013 - Present
Job Banking Professional
Industry Banking
Experience
Duncan-Williams, Inc. January 2013 - Present
KeyCorp 1993 - 2012
Education
Fordham University 1965 — 1969
Bachelor of Science (BS), Economics
Duncan-Williams, Inc. January 2013 - Present
KeyCorp 1993 - 2012
Education
Fordham University 1965 — 1969
Bachelor of Science (BS), Economics
Rand Pointer's Duncan-Williams, Inc. Experience August 1987 - October 1989
Job Regional Director at WealthVest Marketing
Industry Financial Services
Experience
WealthVest Marketing February 2014 - Present
Destra Capital June 2013 - February 2014
MetLife January 2010 - November 2012
AXA July 1998 - January 2010
North Star Marketing October 1990 - February 1998
Duncan-Williams, Inc. August 1987 - October 1989
Skills
Series 6, Series 63, Life Insurance, Accident Insurance, Variable Annuities, professional public..., Lifetime Income..., Mutual Funds, Long Term Care Insurance, Investment Banking, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Insurance, Fixed Annuities, Investments, Public Speaking
Education
The University of Memphis 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General, 2.2
WealthVest Marketing February 2014 - Present
Destra Capital June 2013 - February 2014
MetLife January 2010 - November 2012
AXA July 1998 - January 2010
North Star Marketing October 1990 - February 1998
Duncan-Williams, Inc. August 1987 - October 1989
Skills
Series 6, Series 63, Life Insurance, Accident Insurance, Variable Annuities, professional public..., Lifetime Income..., Mutual Funds, Long Term Care Insurance, Investment Banking, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Insurance, Fixed Annuities, Investments, Public Speaking
Education
The University of Memphis 1981 — 1986
Bachelor of Business Administration (BBA), Finance, General, 2.2
Rick Coad's Duncan-Williams, Inc. Experience May 2012 - April 2013
Job Driven by Success; Fueled by Strategic Ideas
Industry Investment Banking
Experience
INTL FCStone Securities Inc February 2014 - February 2015
Harbor Financial Services April 2013 - December 2013
Duncan-Williams, Inc. May 2012 - April 2013
Raymond James Financial Inc. November 2005 - April 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
AmSouth Bank 1994 - 2005
Skills
Business Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Investments, Strategy, Project Management, Business Development, Microsoft Office, New Business Development, Project Finance, Asset Based Lending, Commercial Banking, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Municipal Bonds, Marketing Strategy, Finance, Banking, Financial Analysis, Management, Investment Banking
Education
Belmont University 1970 — 1974
Bachelor's Degree, Business Administration and Management, General
Carmel High School 1966 — 1970
College Prep
Colgate Darden School of Advanced Commercial Lending
Commercial Lending
Mid-South School of Banking
Banking and Financial Support Services
INTL FCStone Securities Inc February 2014 - February 2015
Harbor Financial Services April 2013 - December 2013
Duncan-Williams, Inc. May 2012 - April 2013
Raymond James Financial Inc. November 2005 - April 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
First American National Bank 1994 - 2012
AmSouth Bank 1994 - 2005
Skills
Business Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Investments, Strategy, Project Management, Business Development, Microsoft Office, New Business Development, Project Finance, Asset Based Lending, Commercial Banking, Interest Rate..., Interest Rate Swaps, Interest Rate Risk..., Municipal Bonds, Marketing Strategy, Finance, Banking, Financial Analysis, Management, Investment Banking
Education
Belmont University 1970 — 1974
Bachelor's Degree, Business Administration and Management, General
Carmel High School 1966 — 1970
College Prep
Colgate Darden School of Advanced Commercial Lending
Commercial Lending
Mid-South School of Banking
Banking and Financial Support Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY