First Mercantile Trust
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 Trust Employees
Employee
Years
Job
Industry
Skip McGill Skip McGill's First Mercantile Trust 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
Angela Walsh Angela Walsh's First Mercantile Trust Experience January 1994 - October 2005
Job Relationship Manager at First Mercantile Trust
Industry Financial Services
Experience
Rodan + Fields Dermatologists 2013 - Present
First Mercantile Trust, a member of the MassMutual Financial Group October 2005 - Present
First Mercantile Trust January 1994 - October 2005
First Mercantile Trust October 1988 - January 1994
Skills
401k, ERISA
Education
University of Mississippi 1985 — 1988
B. Accy.
Rodan + Fields Dermatologists 2013 - Present
First Mercantile Trust, a member of the MassMutual Financial Group October 2005 - Present
First Mercantile Trust January 1994 - October 2005
First Mercantile Trust October 1988 - January 1994
Skills
401k, ERISA
Education
University of Mississippi 1985 — 1988
B. Accy.
Dale Snelling Dale Snelling's First Mercantile Trust Experience October 1999 - September 2005
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
Paul Shimek's First Mercantile Trust Experience 2007 - Present
Job Sales Desk Manager at First Mercantile
Industry Financial Services
Experience
First Mercantile Trust 2007 - Present
SunTrust Bank April 2004 - July 2007
Skills
401k, Asset Allocation, Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning, Team Leadership, Wealth Management, Relationship Management, Finance, Series 7, Banking
Education
The Ohio State University 1996 — 2001
B.S.B.A., Finance & International Business
The Ohio State University Fisher College of Business
First Mercantile Trust 2007 - Present
SunTrust Bank April 2004 - July 2007
Skills
401k, Asset Allocation, Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning, Team Leadership, Wealth Management, Relationship Management, Finance, Series 7, Banking
Education
The Ohio State University 1996 — 2001
B.S.B.A., Finance & International Business
The Ohio State University Fisher College of Business
Sally Adkins Williams's First Mercantile Trust Experience 2001 - 2004
Job Court Administrator for 17th Circuit Court of the State of Mississippi
Industry Government Administration
Experience
State of Mississippi Marketing DirectorHoffinger Industries2004 - 2005
First Mercantile Trust 2001 - 2004
Education
University of Mississippi 1993 — 1997
Brandon High School 1989 — 1993
State of Mississippi Marketing DirectorHoffinger Industries2004 - 2005
First Mercantile Trust 2001 - 2004
Education
University of Mississippi 1993 — 1997
Brandon High School 1989 — 1993
Diana Taylor-Walls's First Mercantile Trust Experience 1999 - 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 Trust Experience September 2003 - July 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
Ray Zittlow's First Mercantile Trust Experience January 1994 - June 2012
Job Vice President, Investment & Retirement Plan Services
Industry Financial Services
Experience
Trademark Capital Management Inc. August 2013 - Present
PenChecks, Inc. July 2012 - August 2013
First Mercantile Trust January 1994 - June 2012
Skills
Mutual Funds, 401k, collective investment..., Retirement, Investments, Retirement Planning, Asset Allocation, Financial Services, Wealth Management, Investment Strategies, Pensions, Portfolio Management, FINRA Series 65
Education
University of Minnesota-Twin Cities 1975 — 1979
BS, Marketing/Marketing Management, General
Trademark Capital Management Inc. August 2013 - Present
PenChecks, Inc. July 2012 - August 2013
First Mercantile Trust January 1994 - June 2012
Skills
Mutual Funds, 401k, collective investment..., Retirement, Investments, Retirement Planning, Asset Allocation, Financial Services, Wealth Management, Investment Strategies, Pensions, Portfolio Management, FINRA Series 65
Education
University of Minnesota-Twin Cities 1975 — 1979
BS, Marketing/Marketing Management, General
Jeanne Ryan's First Mercantile Trust Experience January 2001 - August 2004
Job HR Manager at Duke University Medical Center
Industry Higher Education
Experience
Duke University Medical Center November 2013 - Present
Duke University August 2005 - October 2013
First Mercantile Trust January 2001 - August 2004
Central Carolina Bank November 1995 - January 2001
Container Graphics Corporation October 1987 - May 1990
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Business Administration
Duke University Medical Center November 2013 - Present
Duke University August 2005 - October 2013
First Mercantile Trust January 2001 - August 2004
Central Carolina Bank November 1995 - January 2001
Container Graphics Corporation October 1987 - May 1990
Education
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY