First Mercantile
Industry: Company
DescriptionHeadquarters: Cordova, TN Founded: 1972 Parent organization: Mid Atlantic Capital Group, Inc. Subsidiary: First Mercantile Trust Company, Asset Management Arm
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First Mercantile Employees
Employee
Years
Job
Industry
Sharita Shead Sharita Shead's First Mercantile Experience September 2007 - October 2010
Job New Business Account Anaylst
Industry Financial Services
Experience
MassMutual Financial Group May 2014 - Present
MassMutual Financial Group October 2010 - May 2014
First Mercantile September 2007 - October 2010
SunTrust Bank September 2005 - September 2007
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Relationship Management, 401k, Banking, Credit, Wealth Management, Risk Management, Financial Services, Financial Analysis, Pensions, Process Improvement, Insurance, Strategic Planning, Microsoft Excel, Asset Allocation, Employee Benefits, Microsoft Office, Customer Service, Access, Project Management, Team Leadership, PowerPoint, Business Analysis
Education
Strayer University-Tennessee 2011 — 2013
Master of Science, Human Resource Management, 3.8
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Accounting, 3.7
The University of Memphis 2002 — 2007
Bachelor of Business Administration (BBA), Accounting
MassMutual Financial Group May 2014 - Present
MassMutual Financial Group October 2010 - May 2014
First Mercantile September 2007 - October 2010
SunTrust Bank September 2005 - September 2007
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, Relationship Management, 401k, Banking, Credit, Wealth Management, Risk Management, Financial Services, Financial Analysis, Pensions, Process Improvement, Insurance, Strategic Planning, Microsoft Excel, Asset Allocation, Employee Benefits, Microsoft Office, Customer Service, Access, Project Management, Team Leadership, PowerPoint, Business Analysis
Education
Strayer University-Tennessee 2011 — 2013
Master of Science, Human Resource Management, 3.8
University of Phoenix 2009 — 2010
Master of Business Administration (MBA), Accounting, 3.7
The University of Memphis 2002 — 2007
Bachelor of Business Administration (BBA), Accounting
Skip McGill Skip McGill's First Mercantile Experience 1998 - 2000
Job Financial Services Sr. Manager at Sedgwick CMS
Industry Insurance
Experience
Sedgwick CMS April 2009 - Present
Cowboy Construction Co July 2005 - March 2010
Creative Foods LLC May 2000 - July 2005
First Mercantile Trust 1998 - 2000
First Mercantile 1998 - 2000
Skills
ERP, Real Estate, Management, Leadership, Accounting, Financial Analysis, Finance, Banking, Microsoft SQL Server, Process Improvement, Team Building, Access, Budgets, Business Analysis, Analysis, Financial Reporting, Strategic Financial...
Education
The University of Memphis 1998 — 2000
MBA, Management Information Systems
University of Tennessee at Martin 1995 — 1998
BS, Accounting
Sedgwick CMS April 2009 - Present
Cowboy Construction Co July 2005 - March 2010
Creative Foods LLC May 2000 - July 2005
First Mercantile Trust 1998 - 2000
First Mercantile 1998 - 2000
Skills
ERP, Real Estate, Management, Leadership, Accounting, Financial Analysis, Finance, Banking, Microsoft SQL Server, Process Improvement, Team Building, Access, Budgets, Business Analysis, Analysis, Financial Reporting, Strategic Financial...
Education
The University of Memphis 1998 — 2000
MBA, Management Information Systems
University of Tennessee at Martin 1995 — 1998
BS, Accounting
Brian Major Brian Major's First Mercantile Experience July 2010 - March 2012
Job Pricing analyst for an international electrical manufacturer
Industry Electrical/Electronic Manufacturing
Experience
Thomas and Betts March 2012 - Present
First Mercantile July 2010 - March 2012
United States Army National Guard April 2001 - March 2010
Exel transportation services January 2007 - February 2009
University of Mississippi August 2005 - December 2006
Bank of America, NA April 1998 - January 2001
Skills
Financial Analysis, Accounting, Process Improvement, Business Planning, Analysis, Forecasting, Budgets, Six Sigma, Change Management, Strategy, Team Leadership, Account Management, Leadership, Banking, Management, Pricing, Project Management
Education
COLORADO TECHNICAL UNIVERSITY ONLINE 2008 — 2009
Masters, Business Administration, Finance
UNITED STATES ARMY, 204TH REGIONAL TRAINING INSTITUTE 2008 — 2008
Leadership Training Certificate, Basic Non-Commissioned Officers Course - Advanced Leadership
UNITES STATES ARMY, 154TH REGIONAL TRAINING INSTITUTE 2007 — 2007
Military Basic Leadership, Primary Leadership Development Course
University of Mississippi - School of Business Administration 2005 — 2006
BBA, Managerial Finance
Thomas and Betts March 2012 - Present
First Mercantile July 2010 - March 2012
United States Army National Guard April 2001 - March 2010
Exel transportation services January 2007 - February 2009
University of Mississippi August 2005 - December 2006
Bank of America, NA April 1998 - January 2001
Skills
Financial Analysis, Accounting, Process Improvement, Business Planning, Analysis, Forecasting, Budgets, Six Sigma, Change Management, Strategy, Team Leadership, Account Management, Leadership, Banking, Management, Pricing, Project Management
Education
COLORADO TECHNICAL UNIVERSITY ONLINE 2008 — 2009
Masters, Business Administration, Finance
UNITED STATES ARMY, 204TH REGIONAL TRAINING INSTITUTE 2008 — 2008
Leadership Training Certificate, Basic Non-Commissioned Officers Course - Advanced Leadership
UNITES STATES ARMY, 154TH REGIONAL TRAINING INSTITUTE 2007 — 2007
Military Basic Leadership, Primary Leadership Development Course
University of Mississippi - School of Business Administration 2005 — 2006
BBA, Managerial Finance
Natalia Harthman Natalia Harthman's First Mercantile Experience September 2006 - December 2007
Job Interior Designer at Connor Homes
Industry Human Resources
Experience
Connor Homes July 2014 - Present
Marriott Hotel February 2012 - December 2014
Enterprise Rent-A-Car October 2008 - September 2011
First Mercantile September 2006 - December 2007
Skills
Front Office, Customer Service, Hospitality, Time Management, Hotels, Hospitality Management, Hotel Management, Hospitality Industry, Customer Satisfaction, Teamwork, Microsoft Office, Micros, Data Entry, Property Management..., Human Resources, Employee Training
Education
Art Institute of Pittsburgh 2012 — 2015
Interior Design
Middlebury Union High School 2000 — 2003
Connor Homes July 2014 - Present
Marriott Hotel February 2012 - December 2014
Enterprise Rent-A-Car October 2008 - September 2011
First Mercantile September 2006 - December 2007
Skills
Front Office, Customer Service, Hospitality, Time Management, Hotels, Hospitality Management, Hotel Management, Hospitality Industry, Customer Satisfaction, Teamwork, Microsoft Office, Micros, Data Entry, Property Management..., Human Resources, Employee Training
Education
Art Institute of Pittsburgh 2012 — 2015
Interior Design
Middlebury Union High School 2000 — 2003
Alan Mock Alan Mock's First Mercantile Experience June 1995 - September 2006
Job Manager of Recordkeeping Services at Envoy TPA & Recordkeeping, Inc.
Industry Financial Services
Experience
Envoy TPA & Recordkeeping, Inc. March 2011 - Present
July Business Services October 2006 - February 2011
First Mercantile June 1995 - September 2006
Towers Watson April 1990 - June 1995
Mercer 1985 - 1990
Skills
Retirement Planning, Mutual Funds, Pensions, Defined Contribution, 401k, ERISA, Retirement, Process Improvement, ETFs, Defined Benefit, Retirement Plan..., Business Planning, Asset Allocation, System Administration
Education
Georgia State University 1989 — 1990
MS, Education
Auburn University 1978 — 1981
BS, Mathematics
Envoy TPA & Recordkeeping, Inc. March 2011 - Present
July Business Services October 2006 - February 2011
First Mercantile June 1995 - September 2006
Towers Watson April 1990 - June 1995
Mercer 1985 - 1990
Skills
Retirement Planning, Mutual Funds, Pensions, Defined Contribution, 401k, ERISA, Retirement, Process Improvement, ETFs, Defined Benefit, Retirement Plan..., Business Planning, Asset Allocation, System Administration
Education
Georgia State University 1989 — 1990
MS, Education
Auburn University 1978 — 1981
BS, Mathematics
Steven Giarrosso Steven Giarrosso's First Mercantile Experience September 2004 - April 2009
Job Experienced web designer, software developer and solutions person
Industry Financial Services
Experience
MassMutual Financial Group April 2009 - Present
First Mercantile September 2004 - April 2009
Skills
SDLC, Visio, Microsoft SQL Server, Access, Databases, Software Design, Windows Server, Software Documentation, SQL, Software Development, T-SQL, Oracle SQL, Sybase SQL, Business Intelligence, Process Improvement, C#, Sitecore, VB.NET, Visual Basic 5.0/6.0, VBA, Crystal Reports, Microsoft Reporting..., Java, JavaScript, Visual Studio, Disaster Recovery, HTML, ASP, ASP.NET, CSS, Windows, Windows Registry, Linux, Mac OS, Factset, InstallShield..., Penetration Testing, Gap Analysis, User Experience Design, Team Leadership, TFS, PVCS, VMware, SSIS, SSRS, SaaS
Education
The University of Memphis 2010 — 2012
Master of Business Administration (MBA), Technology/Business, 3.89
Christian Brothers University 2007 — 2010
Bachelors, Management Information Systems, 3.88
MassMutual Financial Group April 2009 - Present
First Mercantile September 2004 - April 2009
Skills
SDLC, Visio, Microsoft SQL Server, Access, Databases, Software Design, Windows Server, Software Documentation, SQL, Software Development, T-SQL, Oracle SQL, Sybase SQL, Business Intelligence, Process Improvement, C#, Sitecore, VB.NET, Visual Basic 5.0/6.0, VBA, Crystal Reports, Microsoft Reporting..., Java, JavaScript, Visual Studio, Disaster Recovery, HTML, ASP, ASP.NET, CSS, Windows, Windows Registry, Linux, Mac OS, Factset, InstallShield..., Penetration Testing, Gap Analysis, User Experience Design, Team Leadership, TFS, PVCS, VMware, SSIS, SSRS, SaaS
Education
The University of Memphis 2010 — 2012
Master of Business Administration (MBA), Technology/Business, 3.89
Christian Brothers University 2007 — 2010
Bachelors, Management Information Systems, 3.88
Jason Grantz, QPA, AIFA's First Mercantile Experience July 2005 - September 2008
Job Helping employers to help more employees retire successfully!
Industry Financial Services
Experience
Unified Trust Company, N.A. October 2008 - Present
ASPPA Benefits Council Greater Philadelphia January 2009 - Present
First Mercantile July 2005 - September 2008
AllianceBernstein July 1997 - July 2005
Skills
Fiduciary Liability, Retirement Planning, Defined Benefit, Defined Contribution, ERISA, Investments, Retirement Plan..., 401k, Retirement, Plan Design, Benefits, Profit Sharing, Deferred Compensation, Investment Advisory, Employee Benefits, Mutual Funds, Asset Allocation, Investment Policy, Fiduciary Management, Pensions, Investment Management, Qualified Retirement..., Investment Strategies, Pension Funds, Relationship Management, Trust Services, Institutional Investors, Nonprofits, Business Planning, Consulting
Education
Rutgers University-New Brunswick 1991 — 1995
B.S., Economoics
Marlboro High School 1987 — 1991
Unified Trust Company, N.A. October 2008 - Present
ASPPA Benefits Council Greater Philadelphia January 2009 - Present
First Mercantile July 2005 - September 2008
AllianceBernstein July 1997 - July 2005
Skills
Fiduciary Liability, Retirement Planning, Defined Benefit, Defined Contribution, ERISA, Investments, Retirement Plan..., 401k, Retirement, Plan Design, Benefits, Profit Sharing, Deferred Compensation, Investment Advisory, Employee Benefits, Mutual Funds, Asset Allocation, Investment Policy, Fiduciary Management, Pensions, Investment Management, Qualified Retirement..., Investment Strategies, Pension Funds, Relationship Management, Trust Services, Institutional Investors, Nonprofits, Business Planning, Consulting
Education
Rutgers University-New Brunswick 1991 — 1995
B.S., Economoics
Marlboro High School 1987 — 1991
Don Sylvester Don Sylvester's First Mercantile Experience April 2001 - March 2008
Job Independent Communications Professional
Industry Broadcast Media
Experience
Wake Voiceovers January 2009 - Present
First Mercantile April 2001 - March 2008
SunTrust Bank November 1997 - March 2001
First Citizens Bank January 1991 - November 1997
JPMorgan Chase (NBD Bank) April 1986 - December 1990
Skills
Voice Over, Audio Post Production, 401k Plan Management, Audio Editing, Audio Mixing, Audio, Voice Acting, Narration, Commercials, Radio Production, Radio, CompTIA A+ Certification, CompTIA Network+..., Pensions, Sound, Investments, Radio Producing, Retirement Planning
Education
NC State University CTU 2012 — 2012
N/A, Information Technology
Radio Connection Broadcast School 2008 — 2008
Certificate, Radio Announcing
Franklin & Marshall College 1973 — 1977
BA, Economics
Wake Voiceovers January 2009 - Present
First Mercantile April 2001 - March 2008
SunTrust Bank November 1997 - March 2001
First Citizens Bank January 1991 - November 1997
JPMorgan Chase (NBD Bank) April 1986 - December 1990
Skills
Voice Over, Audio Post Production, 401k Plan Management, Audio Editing, Audio Mixing, Audio, Voice Acting, Narration, Commercials, Radio Production, Radio, CompTIA A+ Certification, CompTIA Network+..., Pensions, Sound, Investments, Radio Producing, Retirement Planning
Education
NC State University CTU 2012 — 2012
N/A, Information Technology
Radio Connection Broadcast School 2008 — 2008
Certificate, Radio Announcing
Franklin & Marshall College 1973 — 1977
BA, Economics
Tom Tutt Tom Tutt's First Mercantile Experience October 1979 - October 2006
Job Manager, Customer and Project Support at OrgWide Services
Industry E-Learning
Experience
OrgWide Services July 2007 - Present
First Mercantile October 1979 - October 2006
Skills
Microsoft Office, Process Improvement, IT Management, Team Leadership, Budgets, Leadership, Vendor Management, Project Management, Change Management, Product Management, SharePoint, Training, Business Analysis, Program Management, Strategic Planning, Management, Team Building
Education
The University of Memphis 1975 — 1979
BBA, Accounting
OrgWide Services July 2007 - Present
First Mercantile October 1979 - October 2006
Skills
Microsoft Office, Process Improvement, IT Management, Team Leadership, Budgets, Leadership, Vendor Management, Project Management, Change Management, Product Management, SharePoint, Training, Business Analysis, Program Management, Strategic Planning, Management, Team Building
Education
The University of Memphis 1975 — 1979
BBA, Accounting
Robert D. Kowalewski, MBA, AIF®, CRPS's First Mercantile Experience September 2003 - June 2007
Job Visionary Entrepreneur, Fiduciary Consultant and Capital Markets Specialist
Industry Banking
Experience
PNC January 2013 - Present
PNC January 2013 - Present
DailyAccess Corporation January 2011 - January 2013
R Squared Retirement Solutions January 2009 - January 2013
The Retirement Advantage February 2010 - January 2011
Lincoln Financial Group June 2007 - April 2009
First Mercantile September 2003 - June 2007
Fifth Third Bank September 1997 - September 2003
Skills
Strategic Leadership, Non-profit Leadership, Non-profit Board..., Business Coaching, Relationship Management, Finance, Fiduciary Services, Foundations, Institutional..., Asset Allocation, Investment Advisory, Financial Advisory, Cash Management, Fixed Income Strategies, Investments, Asset Management, Investment Management, Investment Strategies, ERISA, Portfolio Management, Defined Contribution, Retirement Plan..., Retirement Planning, 401k, Pensions, Retirement, Defined Benefit, Qualified Retirement..., Profit Sharing, Employee Benefits, Mutual Funds, Financial Services, Sales, Fixed Annuities, ETFs, Estate Planning, Institutional Sales, Wealth Management, Wealth, Territory Management, Territory Development, Strategic Financial..., Financial Planners, High Net Worth..., Securities, Equities, Alternative Investments, Separately Managed..., Fixed Income, Life Insurance
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Strategic Leadership
Walsh College 1991 — 1993
Bachelor of Business Administration (BBA), Finance
PNC January 2013 - Present
PNC January 2013 - Present
DailyAccess Corporation January 2011 - January 2013
R Squared Retirement Solutions January 2009 - January 2013
The Retirement Advantage February 2010 - January 2011
Lincoln Financial Group June 2007 - April 2009
First Mercantile September 2003 - June 2007
Fifth Third Bank September 1997 - September 2003
Skills
Strategic Leadership, Non-profit Leadership, Non-profit Board..., Business Coaching, Relationship Management, Finance, Fiduciary Services, Foundations, Institutional..., Asset Allocation, Investment Advisory, Financial Advisory, Cash Management, Fixed Income Strategies, Investments, Asset Management, Investment Management, Investment Strategies, ERISA, Portfolio Management, Defined Contribution, Retirement Plan..., Retirement Planning, 401k, Pensions, Retirement, Defined Benefit, Qualified Retirement..., Profit Sharing, Employee Benefits, Mutual Funds, Financial Services, Sales, Fixed Annuities, ETFs, Estate Planning, Institutional Sales, Wealth Management, Wealth, Territory Management, Territory Development, Strategic Financial..., Financial Planners, High Net Worth..., Securities, Equities, Alternative Investments, Separately Managed..., Fixed Income, Life Insurance
Education
Loyola University Chicago 2013 — 2015
Master of Business Administration (MBA), Strategic Leadership
Walsh College 1991 — 1993
Bachelor of Business Administration (BBA), Finance
Denzel Johnson Denzel Johnson's First Mercantile Experience June 2012 - September 2012
Job Internal Auditor at Helena Chemical Company
Industry Financial Services
Experience
Helena Chemical Company October 2013 - Present
University of Memphis February 2009 - May 2013
First Mercantile June 2012 - September 2012
Wells Fargo Home Mortgage May 2011 - August 2011
Skills
Microsoft Excel, FactSet, eVestment Alliance, Morningstar Direct, Zephyr Style Advisor, Zephyr, Zephyr Allocation..., Microsoft Office, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Word, Access
Education
The University of Memphis 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance w/concentration in Banking and Financial Services
The University of Memphis 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Helena Chemical Company October 2013 - Present
University of Memphis February 2009 - May 2013
First Mercantile June 2012 - September 2012
Wells Fargo Home Mortgage May 2011 - August 2011
Skills
Microsoft Excel, FactSet, eVestment Alliance, Morningstar Direct, Zephyr Style Advisor, Zephyr, Zephyr Allocation..., Microsoft Office, Bloomberg Terminal, Bloomberg, PowerPoint, Microsoft Word, Access
Education
The University of Memphis 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance w/concentration in Banking and Financial Services
The University of Memphis 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Jean DuCharme Wilson Jean DuCharme Wilson's First Mercantile Experience May 2005 - Present
Job Plan Maintenance Analyst at First Mercantile
Industry Financial Services
Experience
First Mercantile May 2005 - Present
xpedx July 2001 - June 2004
xpedx 2000 - 2001
Century Robinson Company 1997 - 2000
Skills
Retirement Planning, Retirement, Credit, 401k, Team Building, Mutual Funds, Employee Benefits, Financial Services, Insurance, Microsoft Office, Team Leadership, Customer Service, Inventory Management, Sales, Financial Analysis, Leadership, Process Improvement
Education
University of Massachusetts Dartmouth 1990 — 1994
BA, Sociology
First Mercantile May 2005 - Present
xpedx July 2001 - June 2004
xpedx 2000 - 2001
Century Robinson Company 1997 - 2000
Skills
Retirement Planning, Retirement, Credit, 401k, Team Building, Mutual Funds, Employee Benefits, Financial Services, Insurance, Microsoft Office, Team Leadership, Customer Service, Inventory Management, Sales, Financial Analysis, Leadership, Process Improvement
Education
University of Massachusetts Dartmouth 1990 — 1994
BA, Sociology
Randy Ridge Randy Ridge's First Mercantile Experience January 2006 - July 2011
Job Senior Software Engineer at HSN
Industry Retail
Experience
HSN July 2011 - Present
First Mercantile January 2006 - July 2011
Plan Express January 2003 - January 2006
Inventory Locator Service,® LLC January 2002 - January 2003
Software Engineer January 2001 - January 2002
Farms.com January 2000 - January 2001
Skills
C#, Web Development, Web Applications, C, C++, JavaScript, Go, E-commerce, Software Development, Software Engineering, ASP.NET, ASP.NET MVC, ASP.NET Web API, T-SQL, SQL, IIS, High Frequency Trading, High Performance..., Debugging, Crash Dump Analysis, Optimization, DDD, .NET, Git, Github, TFS, SOA, REST, Enterprise Architecture
Education
The University of Memphis
HSN July 2011 - Present
First Mercantile January 2006 - July 2011
Plan Express January 2003 - January 2006
Inventory Locator Service,® LLC January 2002 - January 2003
Software Engineer January 2001 - January 2002
Farms.com January 2000 - January 2001
Skills
C#, Web Development, Web Applications, C, C++, JavaScript, Go, E-commerce, Software Development, Software Engineering, ASP.NET, ASP.NET MVC, ASP.NET Web API, T-SQL, SQL, IIS, High Frequency Trading, High Performance..., Debugging, Crash Dump Analysis, Optimization, DDD, .NET, Git, Github, TFS, SOA, REST, Enterprise Architecture
Education
The University of Memphis
Stephanie Phillips Harrison Stephanie Phillips Harrison's First Mercantile Experience 2001 - 2006
Job Executive Office Professional
Industry Executive Office
Experience
First Data 2006 - 2009
First Mercantile 2001 - 2006
Skills
Account Management, Sales, Salesforce.com, New Business Development, Leadership, Call Centers, Customer Service, Business Development, Sales Operations
Education
The University of Memphis 1994 — 1996
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Shelby State Community College 1991 — 1994
Associate of Arts and Sciences (AAS), Accounting
First Data 2006 - 2009
First Mercantile 2001 - 2006
Skills
Account Management, Sales, Salesforce.com, New Business Development, Leadership, Call Centers, Customer Service, Business Development, Sales Operations
Education
The University of Memphis 1994 — 1996
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Shelby State Community College 1991 — 1994
Associate of Arts and Sciences (AAS), Accounting
Nydia Leyva Nydia Leyva's First Mercantile Experience December 2009 - September 2010
Job Client Relationship Manager at July Business Services
Industry Financial Services
Experience
Junior League of Waco January 2014 - Present
July Business Services October 2010 - November 2011
First Mercantile December 2009 - September 2010
ALSAC/St.Jude March 2007 - February 2009
Skills
401k, CRM, Employee Benefits, Pensions, Retirement Planning
Education
Mclennan Community College 2012 — 2013
Cosmetology Certificate in Esthetics, Cosmetology/Cosmetologist, General
Mclennan Community College 2011 — 2013
Certificate in Real Estate, Real Estate
The University of Memphis 2008 — 2010
Junior League of Waco January 2014 - Present
July Business Services October 2010 - November 2011
First Mercantile December 2009 - September 2010
ALSAC/St.Jude March 2007 - February 2009
Skills
401k, CRM, Employee Benefits, Pensions, Retirement Planning
Education
Mclennan Community College 2012 — 2013
Cosmetology Certificate in Esthetics, Cosmetology/Cosmetologist, General
Mclennan Community College 2011 — 2013
Certificate in Real Estate, Real Estate
The University of Memphis 2008 — 2010
Sandy (Brickley) Adams's First Mercantile Experience November 2005 - February 2012
Job Process Improvement Manager at American Home Shield
Industry Financial Services
Experience
American Home Shield May 2013 - Present
MassMutual Financial Group February 2012 - May 2013
First Mercantile November 2005 - February 2012
Performance Partnering, LLC 2003 - 2005
DeWolff Boberg and Associates 1997 - 2001
Skills
Business Process..., Performance Improvement, Six Sigma, Process Improvement, Risk Management, Business Process Mapping, Strategic Planning, Change Management, Team Building, Business Transformation, Management Consulting, Lean Manufacturing, Project Management, Training Delivery, Business Readiness, SDLC, Continuous Improvement, MS Project, Root Cause Analysis, Microsoft Excel, Procedure Creation, Training Management, LSS, Value Stream Mapping, SharePoint, Program Management, Leadership, Operations Management, Analysis, Business Analysis, Cross-functional Team..., Training, Strategy
Education
Indiana University Bloomington 1990 — 1994
BA, Germanic Studies
American Home Shield May 2013 - Present
MassMutual Financial Group February 2012 - May 2013
First Mercantile November 2005 - February 2012
Performance Partnering, LLC 2003 - 2005
DeWolff Boberg and Associates 1997 - 2001
Skills
Business Process..., Performance Improvement, Six Sigma, Process Improvement, Risk Management, Business Process Mapping, Strategic Planning, Change Management, Team Building, Business Transformation, Management Consulting, Lean Manufacturing, Project Management, Training Delivery, Business Readiness, SDLC, Continuous Improvement, MS Project, Root Cause Analysis, Microsoft Excel, Procedure Creation, Training Management, LSS, Value Stream Mapping, SharePoint, Program Management, Leadership, Operations Management, Analysis, Business Analysis, Cross-functional Team..., Training, Strategy
Education
Indiana University Bloomington 1990 — 1994
BA, Germanic Studies
Sara Thatcher Sara Thatcher's First Mercantile Experience October 2001 - February 2003
Job Senior Manager, Public Relations and Internal Communications at Medtronic
Industry Medical Devices
Experience
Medtronic August 2015 - Present
Medtronic August 2013 - August 2015
Medtronic August 2011 - August 2013
Medtronic June 2009 - August 2011
Medtronic August 2003 - July 2009
First Tennessee Bank February 2003 - August 2003
First Mercantile October 2001 - February 2003
Skills
Public Relations, Marketing Strategy, Leadership, Product Launch, Product Marketing, Marketing, Social Media, Strategic Planning, Internal Communications, Digital Strategy, Communications Planning, Brand Development
Education
The University of Memphis 1999 — 2001
Master of Science (M.S.), Marketing
The University of Memphis 1995 — 1999
Bachelor of Arts (B.A.), Communication
Christian Brothers University
Graduate Certificate, Quality of Medical Devices
Medtronic August 2015 - Present
Medtronic August 2013 - August 2015
Medtronic August 2011 - August 2013
Medtronic June 2009 - August 2011
Medtronic August 2003 - July 2009
First Tennessee Bank February 2003 - August 2003
First Mercantile October 2001 - February 2003
Skills
Public Relations, Marketing Strategy, Leadership, Product Launch, Product Marketing, Marketing, Social Media, Strategic Planning, Internal Communications, Digital Strategy, Communications Planning, Brand Development
Education
The University of Memphis 1999 — 2001
Master of Science (M.S.), Marketing
The University of Memphis 1995 — 1999
Bachelor of Arts (B.A.), Communication
Christian Brothers University
Graduate Certificate, Quality of Medical Devices
Andrew Windsor, CFA Andrew Windsor, CFA's First Mercantile Experience April 2003 - July 2009
Job Retirement Investment Analyst at Unified Trust Company, N.A.
Industry Banking
Experience
Unified Trust Company, N.A. April 2013 - Present
Huntington National Bank January 2011 - April 2013
Pinnacle Financial Partners July 2009 - December 2010
First Mercantile April 2003 - July 2009
Morgan Keegan September 2000 - April 2003
Skills
Asset Allocation, Investments, Risk Management, Portfolio Management, 401k, Retirement Planning, Retirement, Asset Managment, Wealth Management, Financial Modeling, Equities, Financial Analysis, Bloomberg
Education
Acadia University 1997 — 2000
Bachelor of Business Administration (BBA)
Unified Trust Company, N.A. April 2013 - Present
Huntington National Bank January 2011 - April 2013
Pinnacle Financial Partners July 2009 - December 2010
First Mercantile April 2003 - July 2009
Morgan Keegan September 2000 - April 2003
Skills
Asset Allocation, Investments, Risk Management, Portfolio Management, 401k, Retirement Planning, Retirement, Asset Managment, Wealth Management, Financial Modeling, Equities, Financial Analysis, Bloomberg
Education
Acadia University 1997 — 2000
Bachelor of Business Administration (BBA)
Kerry Cabrera's First Mercantile Experience June 2000 - May 2006
Job Experienced Administrative Professional
Industry Banking
Experience
First Mercantile June 2000 - May 2006
First Mercantile June 2000 - May 2006
Wolfchase Animal Hospital August 1999 - June 2000
Skills
Reception, Administration, Clerical Skills, Clerical Duties, Administrative Support, Microsoft Office, Office Administration, Front Office, Answering Phones
Education
Belhaven College 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
The University of Memphis 1998 — 2000
First Mercantile June 2000 - May 2006
First Mercantile June 2000 - May 2006
Wolfchase Animal Hospital August 1999 - June 2000
Skills
Reception, Administration, Clerical Skills, Clerical Duties, Administrative Support, Microsoft Office, Office Administration, Front Office, Answering Phones
Education
Belhaven College 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
The University of Memphis 1998 — 2000
Chris Hitching Chris Hitching's First Mercantile Experience April 2004 - July 2010
Job Investment Due Diligence Specialist
Industry Financial Services
Experience
Memphis, TN May 2011 - Present
Legacy Wealth Management August 2010 - April 2011
First Mercantile April 2004 - July 2010
Morgan Keegan January 2002 - April 2004
Sparks Commodities January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis
Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance
Christian Brothers University
Finance, General
Memphis, TN May 2011 - Present
Legacy Wealth Management August 2010 - April 2011
First Mercantile April 2004 - July 2010
Morgan Keegan January 2002 - April 2004
Sparks Commodities January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis
Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance
Christian Brothers University
Finance, General
Rexanne Green Rexanne Green's First Mercantile Experience February 2007 - September 2007
Job Fire/theft investigator at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance May 2008 - Present
First Mercantile February 2007 - September 2007
Nationwide Insurance May 2002 - February 2007
University of Memphis, Facility Maintenace July 1998 - January 1999
United States Air Force July 1989 - December 1997
Education
The University of Memphis 1999 — 2002
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Progressive Insurance May 2008 - Present
First Mercantile February 2007 - September 2007
Nationwide Insurance May 2002 - February 2007
University of Memphis, Facility Maintenace July 1998 - January 1999
United States Air Force July 1989 - December 1997
Education
The University of Memphis 1999 — 2002
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Amy Koch Amy Koch's First Mercantile Experience August 2003 - January 2008
Job Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities April 2014 - Present
John Hancock Financial Services November 2009 - April 2014
Acuff & Associates, Inc. January 2008 - December 2009
First Mercantile August 2003 - January 2008
Equipment Support Services, Inc. May 1999 - August 2001
Skills
Retirement Planning, Financial Advisory, Retirement Plan..., Qualified Retirement..., 401k, Investments, Asset Allocation, Series 7, Series 63, Series 6, Health and life..., Employee Benefits, Mutual Funds, Pensions, FINRA, Defined Benefit, Variable Annuities, Series 65
Education
Christian Brothers University 1993 — 1998
BS Business Adminstration, Concentration Management and Economics
St. Agnes Academy, Memphis, TN 1989 — 1993
Wunderlich Securities April 2014 - Present
John Hancock Financial Services November 2009 - April 2014
Acuff & Associates, Inc. January 2008 - December 2009
First Mercantile August 2003 - January 2008
Equipment Support Services, Inc. May 1999 - August 2001
Skills
Retirement Planning, Financial Advisory, Retirement Plan..., Qualified Retirement..., 401k, Investments, Asset Allocation, Series 7, Series 63, Series 6, Health and life..., Employee Benefits, Mutual Funds, Pensions, FINRA, Defined Benefit, Variable Annuities, Series 65
Education
Christian Brothers University 1993 — 1998
BS Business Adminstration, Concentration Management and Economics
St. Agnes Academy, Memphis, TN 1989 — 1993
Dale Snelling's First Mercantile Experience September 2005 - May 2008
Job Software Development Director | Manager | Software Architecture and Design | Custom Solutions
Industry Financial Services
Experience
MassMutual Retirement Services April 2012 - Present
First Mercantile, a member of the Mass Mutual Financial Group June 2008 - April 2012
First Mercantile September 2005 - May 2008
First Mercantile Trust October 1999 - September 2005
Hilton Hotels October 1997 - October 1999
Self-Employed March 1993 - September 1997
Check Solutions February 1991 - January 1996
Skills
System Architecture, Requirements Analysis, Custom Software..., Enterprise Architecture, IT Management, Business Analysis, SharePoint, Visio, Agile Methodologies, Project Management, Process Improvement, Unix, Linux, HTML, Java, MS Project, Databases, Requirements Gathering, SQL, Vendor Management, Data Warehousing, Business Intelligence, Access, SDLC, IT Strategy, Management, Budgets, Software Configuration..., Team Leadership, CMMI, Software Project..., Software Development, ETL, Solution Architecture, Internal Controls, T-SQL, Database Design, SSIS, C++, Microsoft SQL Server, Strategy
Education
Christian Brothers University 1991 — 1993
MBA, Finance
Christian Brothers University 1988 — 1990
MS, Telecommunications/Info Sys Mgmt
University of Illinois at Urbana-Champaign
Certificate of Professional Development in Applied Mathematics
MassMutual Retirement Services April 2012 - Present
First Mercantile, a member of the Mass Mutual Financial Group June 2008 - April 2012
First Mercantile September 2005 - May 2008
First Mercantile Trust October 1999 - September 2005
Hilton Hotels October 1997 - October 1999
Self-Employed March 1993 - September 1997
Check Solutions February 1991 - January 1996
Skills
System Architecture, Requirements Analysis, Custom Software..., Enterprise Architecture, IT Management, Business Analysis, SharePoint, Visio, Agile Methodologies, Project Management, Process Improvement, Unix, Linux, HTML, Java, MS Project, Databases, Requirements Gathering, SQL, Vendor Management, Data Warehousing, Business Intelligence, Access, SDLC, IT Strategy, Management, Budgets, Software Configuration..., Team Leadership, CMMI, Software Project..., Software Development, ETL, Solution Architecture, Internal Controls, T-SQL, Database Design, SSIS, C++, Microsoft SQL Server, Strategy
Education
Christian Brothers University 1991 — 1993
MBA, Finance
Christian Brothers University 1988 — 1990
MS, Telecommunications/Info Sys Mgmt
University of Illinois at Urbana-Champaign
Certificate of Professional Development in Applied Mathematics
Ponce Barton's First Mercantile Experience 2005 - 2007
Job Senior Redhat Engineer at USDA National Finance Center/Federal Government
Industry Sports
Experience
USDA National Finance Center/Federal Government January 2007 - Present
First Mercantile 2005 - 2007
Prudential Gardner Realtors 1999 - 2002
Prudential Gardner Realtors 1999 - 2002
Skills
Systems Engineering, Network Security, Red Hat Linux, Linux System..., Linux Firewalls, Nessus, AIX, Solaris, Cyber-security, Certifications, RHCS, Social Media, Coaching, Entrepreneurship, Sports, Social Media Marketing, Integration, System Administration, Security, Servers
Education
University of New Orleans 1993 — 1998
USDA National Finance Center/Federal Government January 2007 - Present
First Mercantile 2005 - 2007
Prudential Gardner Realtors 1999 - 2002
Prudential Gardner Realtors 1999 - 2002
Skills
Systems Engineering, Network Security, Red Hat Linux, Linux System..., Linux Firewalls, Nessus, AIX, Solaris, Cyber-security, Certifications, RHCS, Social Media, Coaching, Entrepreneurship, Sports, Social Media Marketing, Integration, System Administration, Security, Servers
Education
University of New Orleans 1993 — 1998
Diana Taylor-Walls's First Mercantile Experience April 2000 - Present
Job AVP/Compliance Officer at First Mercantile
Industry Investment Management
Experience
First Mercantile April 2000 - Present
FIRST MERCANTILE TRUST 1999 - Present
New Direction, Inc. 2000 - 2005
Union Planters Bank May 1983 - December 1999
Skills
ERISA, Financial Services, AML, Compliance, Strategic Planning, Mutual Funds, Investments, Employee Benefits, 401k, Risk Management, Retirement, Securities, Insurance, Retirement Planning, Banking, Credit, Asset Management, Wealth Management
Education
Cannon Financial Institute 2004 — 2005
CFIRS, Certified Fiduciary & Investment Risk Specialist
Southern Illinois University, Carbondale 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Health Care Management
Memphis State
Biology
First Mercantile April 2000 - Present
FIRST MERCANTILE TRUST 1999 - Present
New Direction, Inc. 2000 - 2005
Union Planters Bank May 1983 - December 1999
Skills
ERISA, Financial Services, AML, Compliance, Strategic Planning, Mutual Funds, Investments, Employee Benefits, 401k, Risk Management, Retirement, Securities, Insurance, Retirement Planning, Banking, Credit, Asset Management, Wealth Management
Education
Cannon Financial Institute 2004 — 2005
CFIRS, Certified Fiduciary & Investment Risk Specialist
Southern Illinois University, Carbondale 2002 — 2004
Bachelor of Applied Science (B.A.Sc.), Health Care Management
Memphis State
Biology
Dino Hull's First Mercantile Experience 2003 - 2007
Job Executive Director at Memphis MBDA Center
Industry Nonprofit Organization Management
Experience
Memphis MBDA Center May 2014 - Present
Mid-South Minority Business Council July 2007 - Present
First Mercantile Trust September 2003 - July 2007
First Mercantile 2003 - 2007
National Commerce Financial 1998 - 2003
Skills
Data Analysis, Strategic Planning, Team Building
Education
The University of Memphis 1992 — 1997
BBA, Risk Management
Central High School
Leadership Memphis Fast Track
Memphis MBDA Center May 2014 - Present
Mid-South Minority Business Council July 2007 - Present
First Mercantile Trust September 2003 - July 2007
First Mercantile 2003 - 2007
National Commerce Financial 1998 - 2003
Skills
Data Analysis, Strategic Planning, Team Building
Education
The University of Memphis 1992 — 1997
BBA, Risk Management
Central High School
Leadership Memphis Fast Track
Phil Maness's First Mercantile Experience February 1984 - Present
Job AVP Director of Relationship Management
Industry Financial Services
Experience
MassMutual Financial Group 2008 - Present
First Mercantile February 1984 - Present
Skills
401k, Retirement Planning, Retirement, Qualified Retirement..., Relationship Management, Mutual Funds, Profit Sharing, Defined Contribution, Pensions, Retirement Plan..., ERISA, QKA, Risk Management, AIF, Financial Services, Asset Allocation, Investments, Employee Benefits, Series 7, Leadership Development
Education
The University of Memphis 1980 — 1983
BBA, Accounting
MassMutual Financial Group 2008 - Present
First Mercantile February 1984 - Present
Skills
401k, Retirement Planning, Retirement, Qualified Retirement..., Relationship Management, Mutual Funds, Profit Sharing, Defined Contribution, Pensions, Retirement Plan..., ERISA, QKA, Risk Management, AIF, Financial Services, Asset Allocation, Investments, Employee Benefits, Series 7, Leadership Development
Education
The University of Memphis 1980 — 1983
BBA, Accounting
Sharleen Mahoney's First Mercantile Experience Regional Sales DirectorFirst MercantileApril 2007 - April 2008
Job Relationship Manager at First Mercantile
Industry Financial Services
Experience
First Mercantile Regional Sales DirectorFirst MercantileApril 2007 - April 2008
First Mercantile November 2005 - March 2007
First Mercantile April 2003 - October 2005
John Hancock September 1998 - February 2003
Education
Palm Beach Atlantic University 1993 — 1998
BS, PreMed
First Mercantile Regional Sales DirectorFirst MercantileApril 2007 - April 2008
First Mercantile November 2005 - March 2007
First Mercantile April 2003 - October 2005
John Hancock September 1998 - February 2003
Education
Palm Beach Atlantic University 1993 — 1998
BS, PreMed
Derrek Mason's First Mercantile Experience April 2007 - September 2008
Job Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services May 2014 - Present
Polycomp Administrative Services, Inc. July 2013 - May 2014
Carty & Company, Inc. May 2012 - May 2013
Acuff & Associates July 2009 - December 2010
First Mercantile April 2007 - September 2008
First Mercantile April 2002 - March 2007
Skills
Pensions, 401k, Investments, Retirement, Plan Design, Asset Allocation, ERISA, Microsoft Office, Excel, Retirement Planning, Word, PowerPoint, New Business Development, Customer Relations, Series 7, Municipal Bonds, Customer Service, Business Planning, Defined Contribution, Asset Management, Retirement Plan..., Defined Benefit, Mutual Funds
Education
University of San Diego 1988 — 1993
Accounting, Accounting and Finance
Archbishop Mitty High School 1984 — 1988
John Hancock Financial Services May 2014 - Present
Polycomp Administrative Services, Inc. July 2013 - May 2014
Carty & Company, Inc. May 2012 - May 2013
Acuff & Associates July 2009 - December 2010
First Mercantile April 2007 - September 2008
First Mercantile April 2002 - March 2007
Skills
Pensions, 401k, Investments, Retirement, Plan Design, Asset Allocation, ERISA, Microsoft Office, Excel, Retirement Planning, Word, PowerPoint, New Business Development, Customer Relations, Series 7, Municipal Bonds, Customer Service, Business Planning, Defined Contribution, Asset Management, Retirement Plan..., Defined Benefit, Mutual Funds
Education
University of San Diego 1988 — 1993
Accounting, Accounting and Finance
Archbishop Mitty High School 1984 — 1988
Melissa Stroud Giarrosso's First Mercantile Experience February 2006 - November 2006
Job Manager, Recognition at Hilton Worldwide
Industry Hospitality
Experience
Adoption.com June 2014 - Present
Hilton Worldwide September 2010 - September 2015
Hilton Worldwide May 2009 - December 2010
Hilton Worldwide September 2008 - April 2009
Harrah's Entertainment March 2008 - July 2008
Regions Morgan Keegan Trust November 2006 - March 2008
First Mercantile February 2006 - November 2006
WYPL - Memphis Library TV and Radio December 2004 - February 2006
Skills
Media Relations, Press Releases, Public Relations, Integrated Marketing, Internal Communications, Marketing Communications, Social Media, Newsletters, Editing, Event Management, Event Planning, Market Research, Training, Corporate Communications, Social Media Marketing, Marketing Strategy, Strategy, Adobe Creative Suite, New Business Development, Graphic Design, Employee Recognition, Human Resources, Marketing, Management, Sales
Education
Kennesaw State University 2001 — 2004
Bachelor's Degree, Mass Communication/Media Studies, 3.6 GPA
Adoption.com June 2014 - Present
Hilton Worldwide September 2010 - September 2015
Hilton Worldwide May 2009 - December 2010
Hilton Worldwide September 2008 - April 2009
Harrah's Entertainment March 2008 - July 2008
Regions Morgan Keegan Trust November 2006 - March 2008
First Mercantile February 2006 - November 2006
WYPL - Memphis Library TV and Radio December 2004 - February 2006
Skills
Media Relations, Press Releases, Public Relations, Integrated Marketing, Internal Communications, Marketing Communications, Social Media, Newsletters, Editing, Event Management, Event Planning, Market Research, Training, Corporate Communications, Social Media Marketing, Marketing Strategy, Strategy, Adobe Creative Suite, New Business Development, Graphic Design, Employee Recognition, Human Resources, Marketing, Management, Sales
Education
Kennesaw State University 2001 — 2004
Bachelor's Degree, Mass Communication/Media Studies, 3.6 GPA
Laura McKinney's First Mercantile Experience August 1996 - November 2007
Job Sr. Financial Analyst at Baptist Memorial Health Care Corp
Industry Accounting
Experience
Baptist Memorial Health Care Corp January 2010 - Present
ACH Food Companies November 2007 - July 2008
First Mercantile August 1996 - November 2007
Education
Delta State University 1991 — 1996
MPA, Accounting
Baptist Memorial Health Care Corp January 2010 - Present
ACH Food Companies November 2007 - July 2008
First Mercantile August 1996 - November 2007
Education
Delta State University 1991 — 1996
MPA, Accounting
Jeff Hamm's First Mercantile Experience February 2004 - June 2006
Job Senior Financial Analyst Fred's Pharmacy
Industry Hospital & Health Care
Experience
Fred's Inc. July 2015 - Present
Accredo - An Express Scripts Company February 2014 - July 2015
Accredo Healthcare - An Express Scripts Company (contracted through Randstad) March 2011 - February 2014
Schering-Plough/Merck & Co. (contracted through Spherion Corp) December 2009 - January 2011
Evolve Bank & Trust March 2007 - October 2009
Robert Half International June 2006 - March 2007
First Mercantile February 2004 - June 2006
Commerce Capital Management, Inc August 2001 - November 2003
Merrill Lynch June 2000 - March 2001
Skills
Management, Analysis, Access, Microsoft Excel, SAP, Process Improvement, Accounting, Financial Analysis, Microsoft Office, Financial Modeling, Business Analysis, Investments, Microsoft Office..., Business Intelligence, Cash, Visio, Portfolio Management, SharePoint, Microsoft Access, Sungard, cash reconciliation, Variance Analysis, Account Reconciliation, Data Analysis, PowerPoint, SAS
Education
The University of Memphis
Bachelor, Business Administration; Financial Services
The University of Memphis
Fred's Inc. July 2015 - Present
Accredo - An Express Scripts Company February 2014 - July 2015
Accredo Healthcare - An Express Scripts Company (contracted through Randstad) March 2011 - February 2014
Schering-Plough/Merck & Co. (contracted through Spherion Corp) December 2009 - January 2011
Evolve Bank & Trust March 2007 - October 2009
Robert Half International June 2006 - March 2007
First Mercantile February 2004 - June 2006
Commerce Capital Management, Inc August 2001 - November 2003
Merrill Lynch June 2000 - March 2001
Skills
Management, Analysis, Access, Microsoft Excel, SAP, Process Improvement, Accounting, Financial Analysis, Microsoft Office, Financial Modeling, Business Analysis, Investments, Microsoft Office..., Business Intelligence, Cash, Visio, Portfolio Management, SharePoint, Microsoft Access, Sungard, cash reconciliation, Variance Analysis, Account Reconciliation, Data Analysis, PowerPoint, SAS
Education
The University of Memphis
Bachelor, Business Administration; Financial Services
The University of Memphis
Dawn Rick's First Mercantile Experience March 1997 - June 2005
Job IT Project Manager at ServiceMaster (assigned exclusively to TruGreen)
Industry Information Technology and Services
Experience
ServiceMaster June 2014 - Present
Vanick Digital October 2013 - February 2014
Hilton Worldwide November 2010 - August 2013
Sedgwick CMS August 2008 - June 2010
Telcom Services March 2006 - May 2008
Macquarie Group September 2005 - February 2006
First Mercantile March 1997 - June 2005
Boatmen's National Mortgage (Bank of America) 1993 - 1997
Skills
Business Analysis, Project Management, Requirements Analysis, Vendor Management, Software Project..., SDLC, PMO, Sitecore CMS & DMS..., Process Improvement, SharePoint, Agile & Waterfall..., Visio, Content Management, Use Case Analysis, Custom CMS Development, SEO, SEM, Microsoft Dynamics ERP, Large Systems..., Data Migration, ADA compliance, WCAG, Translation and..., Client Relationship..., Change Management, Business Intelligence..., User Acceptance Testing, Software Quality..., Requirements Management, Digital Project..., Microsoft SQL Server, Cognos, Google Analytics, Integration, Program Management, Strategy, Management, Agile Methodologies, Enterprise Architecture, Business Process, ERP, Resource Management, Project Portfolio..., Business Intelligence, Business Process..., CRM
Education
Christian Brothers University
BS Business Administration, Accounting
ServiceMaster June 2014 - Present
Vanick Digital October 2013 - February 2014
Hilton Worldwide November 2010 - August 2013
Sedgwick CMS August 2008 - June 2010
Telcom Services March 2006 - May 2008
Macquarie Group September 2005 - February 2006
First Mercantile March 1997 - June 2005
Boatmen's National Mortgage (Bank of America) 1993 - 1997
Skills
Business Analysis, Project Management, Requirements Analysis, Vendor Management, Software Project..., SDLC, PMO, Sitecore CMS & DMS..., Process Improvement, SharePoint, Agile & Waterfall..., Visio, Content Management, Use Case Analysis, Custom CMS Development, SEO, SEM, Microsoft Dynamics ERP, Large Systems..., Data Migration, ADA compliance, WCAG, Translation and..., Client Relationship..., Change Management, Business Intelligence..., User Acceptance Testing, Software Quality..., Requirements Management, Digital Project..., Microsoft SQL Server, Cognos, Google Analytics, Integration, Program Management, Strategy, Management, Agile Methodologies, Enterprise Architecture, Business Process, ERP, Resource Management, Project Portfolio..., Business Intelligence, Business Process..., CRM
Education
Christian Brothers University
BS Business Administration, Accounting
Alpha Lyons, CFA's First Mercantile Experience November 2011 - Present
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
Brian Mayes's First Mercantile Experience December 2004 - March 2012
Job Distribution Services Specialist at MassMutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group March 2012 - Present
First Mercantile December 2004 - March 2012
Kelman- Lazarov Financial Services June 2004 - December 2004
First Mercantile June 2003 - June 2004
First Mercantile June 2001 - June 2003
Pine State Mortgage May 2000 - March 2001
Skills
401k, Cash Management, ERISA, Defined Benefit, Retirement, Insurance, Process Improvement, Financial Services, Investments, Mutual Funds, Employee Benefits, Wealth Management, Relationship Management, Retirement Planning, Financial Analysis, Asset Management, Series 7
Education
Christian Brothers University 2007 — 2011
BS Business, Accountancy
MassMutual Financial Group March 2012 - Present
First Mercantile December 2004 - March 2012
Kelman- Lazarov Financial Services June 2004 - December 2004
First Mercantile June 2003 - June 2004
First Mercantile June 2001 - June 2003
Pine State Mortgage May 2000 - March 2001
Skills
401k, Cash Management, ERISA, Defined Benefit, Retirement, Insurance, Process Improvement, Financial Services, Investments, Mutual Funds, Employee Benefits, Wealth Management, Relationship Management, Retirement Planning, Financial Analysis, Asset Management, Series 7
Education
Christian Brothers University 2007 — 2011
BS Business, Accountancy
Vickie Odom's First Mercantile Experience July 2011 - Present
Job
Industry
Experience
First Mercantile July 2011 - Present
First Mercantile May 2004 - July 2011
First Mercantile January 2003 - May 2004
Skills
Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Strategy, Data Entry, Loans, PowerPoint
Education
Liberty University
Master’s Degree, Psychology - Business
Ashford University 2013 — 2015
Bachelor's Degree, Psychology, 3.78
First Mercantile July 2011 - Present
First Mercantile May 2004 - July 2011
First Mercantile January 2003 - May 2004
Skills
Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Strategy, Data Entry, Loans, PowerPoint
Education
Liberty University
Master’s Degree, Psychology - Business
Ashford University 2013 — 2015
Bachelor's Degree, Psychology, 3.78
David Boehme, CPA's First Mercantile Experience January 2004 - May 2004
Job Sr. Credit Analyst at Jarden Consumer Solutions
Industry Consumer Goods
Experience
Jarden Consumer Solutions September 2014 - Present
Jarden Consumer Solutions June 2014 - September 2014
Franklin Templeton Investments December 2012 - June 2014
Jarden Consumer Solutions July 2011 - October 2012
Jarden Consumer Solutions April 2010 - July 2011
Jarden Consumer Solutions July 2006 - April 2010
Franklin Templeton Investments July 2004 - July 2006
First Mercantile January 2004 - May 2004
First Mercantile May 2001 - January 2004
Hemisphere 1995 - 1998
Education
The University of Memphis 2000 — 2003
BBA, Accounting
The University of Memphis 1988 — 1993
BBA, Finance, General
Jarden Consumer Solutions September 2014 - Present
Jarden Consumer Solutions June 2014 - September 2014
Franklin Templeton Investments December 2012 - June 2014
Jarden Consumer Solutions July 2011 - October 2012
Jarden Consumer Solutions April 2010 - July 2011
Jarden Consumer Solutions July 2006 - April 2010
Franklin Templeton Investments July 2004 - July 2006
First Mercantile January 2004 - May 2004
First Mercantile May 2001 - January 2004
Hemisphere 1995 - 1998
Education
The University of Memphis 2000 — 2003
BBA, Accounting
The University of Memphis 1988 — 1993
BBA, Finance, General
Leslea Grochau's First Mercantile Experience December 1995 - Present
Job Conversion Coordinator at First Mercantile
Industry Financial Services
Experience
First Mercantile December 1995 - Present
Ad House Inc. June 1991 - December 1995
PwC September 1990 - May 1991
Education
University of Mississippi 1986 — 1990
Bachelor's degree, Accounting
First Mercantile December 1995 - Present
Ad House Inc. June 1991 - December 1995
PwC September 1990 - May 1991
Education
University of Mississippi 1986 — 1990
Bachelor's degree, Accounting
Sharon Sommer's First Mercantile Experience July 1997 - July 1999
Job Secretary at Caromont Regional Medical Center
Industry Health, Wellness and Fitness
Experience
Caromont Regional Medical Center February 2000 - Present
Southern Pension Services August 1999 - February 2000
First Mercantile July 1997 - July 1999
Skills
Microsoft Excel, Accounts Payable, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research
Education
Gaston College 2014 — 2015
Practical Nursing, Nursing, Holding on to a B while working full time.
Caromont Regional Medical Center February 2000 - Present
Southern Pension Services August 1999 - February 2000
First Mercantile July 1997 - July 1999
Skills
Microsoft Excel, Accounts Payable, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Research
Education
Gaston College 2014 — 2015
Practical Nursing, Nursing, Holding on to a B while working full time.
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY