FTB Advisors
Industry: Company
DescriptionParent organization: First Tennessee Subsidiary: Ftb Advisors, Inc., Asset Management Arm
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FTB Advisors Employees
Employee
Years
Job
Industry
Scott Linn Scott Linn's FTB Advisors Experience January 2003 - Present
Job Registered Representative and Client Specialist at FTB Advisors
Industry Financial Services
Experience
FTB Advisors January 2003 - Present
Milligan College April 2010 - May 2010
Ameriprise Financial Services, Inc. April 2001 - January 2003
Education
Milligan College 2005 — 2006
Master of Business Administration (MBA), Business Administration
Milligan College 1997 — 2001
Bachelor of Science (BS), Business Administration
FTB Advisors January 2003 - Present
Milligan College April 2010 - May 2010
Ameriprise Financial Services, Inc. April 2001 - January 2003
Education
Milligan College 2005 — 2006
Master of Business Administration (MBA), Business Administration
Milligan College 1997 — 2001
Bachelor of Science (BS), Business Administration
Lonnie Liston Lonnie Liston's FTB Advisors Experience September 1996 - Present
Job Sr. Investment Advisor @ FTB Advisors
Industry Financial Services
Experience
FTB Advisors September 1996 - Present
Education
Middle Tennessee State University 1968 — 1972
Bachelor's degree, Instrumental Music Education
FTB Advisors September 1996 - Present
Education
Middle Tennessee State University 1968 — 1972
Bachelor's degree, Instrumental Music Education
David Lookadoo, CRPC David Lookadoo, CRPC's FTB Advisors Experience 2009 - Present
Job Vice President, Financial Advisor FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors 2009 - Present
SunTrust Investment Services 2005 - 2009
American Express Financial Advisors 2002 - 2005
AXA Advisors 2000 - 2002
Education
University of Arkansas at Little Rock
Accounting
FTB Advisors 2009 - Present
SunTrust Investment Services 2005 - 2009
American Express Financial Advisors 2002 - 2005
AXA Advisors 2000 - 2002
Education
University of Arkansas at Little Rock
Accounting
Chris Miesse Chris Miesse's FTB Advisors Experience August 2014 - Present
Job Compliance Officer
Industry Financial Services
Experience
FTB Advisors August 2014 - Present
FTB Advisors March 2013 - July 2014
FTB Advisors July 2011 - March 2013
First Tennessee Bank February 2008 - July 2011
Education
The University of Memphis 2010 — 2012
Finance, M.B.A.
The University of Memphis 2003 — 2007
Bachelor's of Business Administration, Finance, General
FTB Advisors August 2014 - Present
FTB Advisors March 2013 - July 2014
FTB Advisors July 2011 - March 2013
First Tennessee Bank February 2008 - July 2011
Education
The University of Memphis 2010 — 2012
Finance, M.B.A.
The University of Memphis 2003 — 2007
Bachelor's of Business Administration, Finance, General
Yvonne Rager Yvonne Rager's FTB Advisors Experience June 2014 - August 2014
Job Raymond James Associate
Industry Marketing and Advertising
Experience
Raymond James September 2014 - Present
Fogelman College of Business, University of Memphis August 2013 - Present
MILE: Memphis Institute for Leadership Education September 2014 - May 2015
FTB Advisors June 2014 - August 2014
Target November 2013 - March 2014
Romano's Macaroni Grill May 2013 - November 2013
JW Marriott Indianapolis August 2012 - August 2013
The Ale Emporium February 2012 - July 2012
Dr. Hughes Orthodontics September 2011 - July 2012
Sondhi and Biggs Orthodontics February 2010 - September 2011
Skills
Banquets, Leadership, Time Management, Customer Satisfaction, Marketing, Customer Service, Sales, Management, Food, Microsoft Office, Event Planning, Hospitality, Event Management, Public Relations, Inventory Management, Team Building, Training, Budgets, Recruiting, Facebook, Employee Training, Social Media Marketing
Education
The University of Memphis 2013 — 2015
Business of Marketing, GPA: 3.57/4.0, cum laude
Indiana University-Purdue University at Indianapolis 2006 — 2013
Business of Marketing, GPA: 3.6/4.0, cum laude
Ivy Tech Community College 2011 — 2011
Pre-Nursing Studies, GPA: 4.0/4.0, cum laude
Ivy Tech Community College-Lafayette 2009 — 2010
Purdue University 2005 — 2006
Business of Management
Raymond James September 2014 - Present
Fogelman College of Business, University of Memphis August 2013 - Present
MILE: Memphis Institute for Leadership Education September 2014 - May 2015
FTB Advisors June 2014 - August 2014
Target November 2013 - March 2014
Romano's Macaroni Grill May 2013 - November 2013
JW Marriott Indianapolis August 2012 - August 2013
The Ale Emporium February 2012 - July 2012
Dr. Hughes Orthodontics September 2011 - July 2012
Sondhi and Biggs Orthodontics February 2010 - September 2011
Skills
Banquets, Leadership, Time Management, Customer Satisfaction, Marketing, Customer Service, Sales, Management, Food, Microsoft Office, Event Planning, Hospitality, Event Management, Public Relations, Inventory Management, Team Building, Training, Budgets, Recruiting, Facebook, Employee Training, Social Media Marketing
Education
The University of Memphis 2013 — 2015
Business of Marketing, GPA: 3.57/4.0, cum laude
Indiana University-Purdue University at Indianapolis 2006 — 2013
Business of Marketing, GPA: 3.6/4.0, cum laude
Ivy Tech Community College 2011 — 2011
Pre-Nursing Studies, GPA: 4.0/4.0, cum laude
Ivy Tech Community College-Lafayette 2009 — 2010
Purdue University 2005 — 2006
Business of Management
Ben Buisson's FTB Advisors Experience October 2005 - July 2015
Job First Trust Portfolios
Industry Investment Management
Experience
First Trust August 2015 - Present
FTB Advisors October 2005 - July 2015
Education
Louisiana State University 1997 — 2001
Brother Martin 1993 — 1997
First Trust August 2015 - Present
FTB Advisors October 2005 - July 2015
Education
Louisiana State University 1997 — 2001
Brother Martin 1993 — 1997
George Coors George Coors's FTB Advisors Experience August 2013 - March 2015
Job Financial Consultant at Stephens Inc. Private Client Group
Industry Financial Services
Experience
Stephens Inc. March 2015 - Present
FTB Advisors August 2013 - March 2015
First Tennessee Bank 2011 - 2012
J T Shannon Lumber Company May 2010 - August 2010
Education
University of Mississippi 2009 — 2013
"Bachelor of Business Administration", Finance and Financial Management Services
Stephens Inc. March 2015 - Present
FTB Advisors August 2013 - March 2015
First Tennessee Bank 2011 - 2012
J T Shannon Lumber Company May 2010 - August 2010
Education
University of Mississippi 2009 — 2013
"Bachelor of Business Administration", Finance and Financial Management Services
jamie povlich jamie povlich's FTB Advisors Experience July 2013 - Present
Job Vice President at FTB Advisors
Industry Medical Devices
Experience
FTB Advisors July 2013 - Present
Tru-Tec August 2006 - Present
Wyeth 2004 - 2006
Wyeth March 2002 - June 2004
Bayer Pharmaceuticals November 1999 - March 2002
Flex- Pay 1997 - 1999
ADP 1995 - 1997
Skills
Entrepreneurship, Healthcare, B2B, Strategy, Sales Management, Management, Start-ups, Business Development, Team Building, Urology, Sales, Pharmaceutical Sales, Cardiology, Strategic Planning, Pharmaceutical Industry, Employee Benefits, Marketing, Coaching, Customer Service, Leadership, Negotiation, Outsourcing, Budgets
Education
East Tennessee State University 1986 — 1994
Bachelor's of Arts and Social Science, Urban Regional Planning
FTB Advisors July 2013 - Present
Tru-Tec August 2006 - Present
Wyeth 2004 - 2006
Wyeth March 2002 - June 2004
Bayer Pharmaceuticals November 1999 - March 2002
Flex- Pay 1997 - 1999
ADP 1995 - 1997
Skills
Entrepreneurship, Healthcare, B2B, Strategy, Sales Management, Management, Start-ups, Business Development, Team Building, Urology, Sales, Pharmaceutical Sales, Cardiology, Strategic Planning, Pharmaceutical Industry, Employee Benefits, Marketing, Coaching, Customer Service, Leadership, Negotiation, Outsourcing, Budgets
Education
East Tennessee State University 1986 — 1994
Bachelor's of Arts and Social Science, Urban Regional Planning
Angela (Angela Mishoe Wallin) McCary, RP® Angela (Angela Mishoe Wallin) McCary, RP®'s FTB Advisors Experience April 2001 - Present
Job .
Industry Banking
Experience
FTB Advisors April 2001 - Present
Chubb Sovereign Life 1989 - 1996
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Insurance
Education
Georgia Northwestern Technical College 1988 — 1990
Associate's degree, Accounting and Finance
College for Financial Planning
Registered Paraplanner
FTB Advisors April 2001 - Present
Chubb Sovereign Life 1989 - 1996
Skills
Wealth Management, Retirement Planning, Portfolio Management, Strategic Financial..., Investments, Insurance
Education
Georgia Northwestern Technical College 1988 — 1990
Associate's degree, Accounting and Finance
College for Financial Planning
Registered Paraplanner
Jeffery Wiese's FTB Advisors Experience December 2013 - Present
Job FTB Advisors
Industry Financial Services
Experience
FTB Advisors December 2013 - Present
Mountain Hardwear January 2013 - December 2013
First Ascent Sales LLC, representing The North Face October 2006 - January 2013
March Adams & Associates February 2006 - October 2006
Skills
Microsoft Office, Sales Management, Team Building
Education
The University of Tennessee at Chattanooga 2002 — 2006
Bachelor of Science (BS), Civil Engineering
FTB Advisors December 2013 - Present
Mountain Hardwear January 2013 - December 2013
First Ascent Sales LLC, representing The North Face October 2006 - January 2013
March Adams & Associates February 2006 - October 2006
Skills
Microsoft Office, Sales Management, Team Building
Education
The University of Tennessee at Chattanooga 2002 — 2006
Bachelor of Science (BS), Civil Engineering
Jim Jarman Jim Jarman's FTB Advisors Experience July 2012 - Present
Job Registered Representative and Agent at FTB Advisors
Industry Financial Services
Experience
FTB Advisors July 2012 - Present
First Tennessee Bank July 2012 - Present
Choice Benefits & Investments January 2011 - July 2012
Northwestern Mutual Financial Network August 2009 - January 2011
REPS October 2007 - July 2009
Skills
Financial Analysis, Portfolio Management, Investments, Management, Finance, Banking, Time Management, Insurance, Retirement Planning, Loans, Leadership, Microsoft Office, Microsoft Excel, Strategic Financial..., Team Building, Sales, Mutual Funds, Customer Service
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration, Finance
FTB Advisors July 2012 - Present
First Tennessee Bank July 2012 - Present
Choice Benefits & Investments January 2011 - July 2012
Northwestern Mutual Financial Network August 2009 - January 2011
REPS October 2007 - July 2009
Skills
Financial Analysis, Portfolio Management, Investments, Management, Finance, Banking, Time Management, Insurance, Retirement Planning, Loans, Leadership, Microsoft Office, Microsoft Excel, Strategic Financial..., Team Building, Sales, Mutual Funds, Customer Service
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration, Finance
Derrick Byrd, MBA Derrick Byrd, MBA's FTB Advisors Experience December 2012 - Present
Job FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors December 2012 - Present
Education
East Tennessee State University 2010 — 2011
M.B.A., Business
East Tennessee State University 2004 — 2008
Bachelor of Business Admistration, Corporate Finance; Accounting
FTB Advisors December 2012 - Present
Education
East Tennessee State University 2010 — 2011
M.B.A., Business
East Tennessee State University 2004 — 2008
Bachelor of Business Admistration, Corporate Finance; Accounting
Kathy Ginn's FTB Advisors Experience June 2006 - Present
Job VP Retirement and Investment Strategies at FTB Advisors
Industry Financial Services
Experience
FTB Advisors June 2006 - Present
First Horizon National Corporation 1994 - Present
First Tennessee Brokerage, Inc. 2002 - 2009
First Tennessee Bank June 1998 - December 2002
Education
The University of Memphis 1994 — 1998
BBA, Business Administration
The University of Memphis
FTB Advisors June 2006 - Present
First Horizon National Corporation 1994 - Present
First Tennessee Brokerage, Inc. 2002 - 2009
First Tennessee Bank June 1998 - December 2002
Education
The University of Memphis 1994 — 1998
BBA, Business Administration
The University of Memphis
Steven Boles, CFP®'s FTB Advisors Experience May 2010 - Present
Job Investment Analyst at First Tennessee Bank
Industry Financial Services
Experience
FTB Advisors May 2010 - Present
SunTrust Bank January 2009 - May 2010
Smith Barney October 2005 - December 2008
Education
Christian Brothers University 2011 — 2012
Certificate of Financial Planning
Belmont University 2001 — 2005
BBA, Finance
FTB Advisors May 2010 - Present
SunTrust Bank January 2009 - May 2010
Smith Barney October 2005 - December 2008
Education
Christian Brothers University 2011 — 2012
Certificate of Financial Planning
Belmont University 2001 — 2005
BBA, Finance
Kevin R. Clunan, CRC's FTB Advisors Experience January 2001 - Present
Job Senior Financial Advisor with FTB Advisors
Industry Financial Services
Experience
FTB Advisors January 2001 - Present
Equitable Securities Corporation February 1997 - December 2000
SunTrust Investment Services January 1996 - February 1997
Skills
Wealth Management, Wealth Management..., Retirement, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Equities, Insurance, Portfolio Management, Financial Modeling, Securities, Financial Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 1991 — 1995
B.S. Cum Laude, Finance
FTB Advisors January 2001 - Present
Equitable Securities Corporation February 1997 - December 2000
SunTrust Investment Services January 1996 - February 1997
Skills
Wealth Management, Wealth Management..., Retirement, Series 7, Investment Advisory, Investment Strategies, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Equities, Insurance, Portfolio Management, Financial Modeling, Securities, Financial Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 1991 — 1995
B.S. Cum Laude, Finance
Melissa Morehouse's FTB Advisors Experience October 2004 - Present
Job FTB Advisors
Industry Financial Services
Experience
FTB Advisors October 2004 - Present
First Tennessee Bank April 1998 - October 2004
Skills
Banking, Investments, Credit, Fixed Annuities, Strategic Financial..., Commercial Banking, Retirement Planning, Financial Analysis, Project Management, Mortgage Lending, Credit Analysis, Process Improvement, Loans
Education
Morehead State University 1992 — 1996
Paralegal Studies, Psychology
FTB Advisors October 2004 - Present
First Tennessee Bank April 1998 - October 2004
Skills
Banking, Investments, Credit, Fixed Annuities, Strategic Financial..., Commercial Banking, Retirement Planning, Financial Analysis, Project Management, Mortgage Lending, Credit Analysis, Process Improvement, Loans
Education
Morehead State University 1992 — 1996
Paralegal Studies, Psychology
Hannah Pettigrew Brock's FTB Advisors Experience July 2014 - Present
Job Client Specialist at FTB Advisors
Industry Financial Services
Experience
FTB Advisors July 2014 - Present
21st Mortgage March 2010 - July 2014
Hospital Corporation of America May 2008 - December 2008
The Walt Disney Company September 2007 - January 2008
Education
Lipscomb University 2008 — 2009
MBA, Leadership
Lipscomb University 2004 — 2009
BS, Marketing and Management
Maryville High School
FTB Advisors July 2014 - Present
21st Mortgage March 2010 - July 2014
Hospital Corporation of America May 2008 - December 2008
The Walt Disney Company September 2007 - January 2008
Education
Lipscomb University 2008 — 2009
MBA, Leadership
Lipscomb University 2004 — 2009
BS, Marketing and Management
Maryville High School
Dan Botto's FTB Advisors Experience September 1994 - Present
Job Investment Officer / FTB Advisors 9018186166
Industry Investment Management
Experience
FTB Advisors September 1994 - Present
First Tennessee Bank 1994 - October 2011
Skills
Portfolio Management, Investments, Series 7, Credit, Wealth Management, Banking
Education
The University of Memphis
Folgeman School of Business
FTB Advisors September 1994 - Present
First Tennessee Bank 1994 - October 2011
Skills
Portfolio Management, Investments, Series 7, Credit, Wealth Management, Banking
Education
The University of Memphis
Folgeman School of Business
Tamekia Thompson's FTB Advisors Experience November 2008 - February 2014
Job Account Manager
Industry Investment Management
Experience
UADR May 2014 - Present
FTB Advisors November 2008 - February 2014
Shoemaker Financial 2007 - 2008
Morgan Keegan 2003 - 2006
Skills
Financial Analysis, Series 7, Portfolio Management, Loans, Banking
Education
The University of Memphis
UADR May 2014 - Present
FTB Advisors November 2008 - February 2014
Shoemaker Financial 2007 - 2008
Morgan Keegan 2003 - 2006
Skills
Financial Analysis, Series 7, Portfolio Management, Loans, Banking
Education
The University of Memphis
Dayton O'Brien's FTB Advisors Experience February 2014 - Present
Job Financial Advisor at FTB Advisors
Industry Financial Services
Experience
FTB Advisors February 2014 - Present
Wells Fargo Home Mortgage July 2012 - February 2014
Bankruptcyt Software Specialists July 2011 - July 2012
First Tennessee Bank November 2008 - July 2011
Skills
Series 7, Series 66, Life & Health Insurance..., Asset Management, Asset Allocation, Retirement Planning, Strategic Financial..., Wealth Management, Wealth Preservation..., Wealth Accumulation, Sales, Economics, Variable Products
Education
The University of Memphis
FTB Advisors February 2014 - Present
Wells Fargo Home Mortgage July 2012 - February 2014
Bankruptcyt Software Specialists July 2011 - July 2012
First Tennessee Bank November 2008 - July 2011
Skills
Series 7, Series 66, Life & Health Insurance..., Asset Management, Asset Allocation, Retirement Planning, Strategic Financial..., Wealth Management, Wealth Preservation..., Wealth Accumulation, Sales, Economics, Variable Products
Education
The University of Memphis
Juandalynn (Lymon) Rhodes's FTB Advisors Experience May 2013 - Present
Job Brokerage at FTB Advisors
Industry Financial Services
Experience
FTB Advisors May 2013 - Present
Plummer Financial Services August 2007 - May 2013
Education
Clark Atlanta University
MBA, Finance
Tougaloo College
BA, Economics/Accounting
FTB Advisors May 2013 - Present
Plummer Financial Services August 2007 - May 2013
Education
Clark Atlanta University
MBA, Finance
Tougaloo College
BA, Economics/Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY