FTN Financial
Industry: Capital market company
DescriptionHeadquarters: Memphis, TN Parent organizations: First Tennessee, First Horizon National Corporation, FH FF Mortgage Services LLC Subsidiary: FTN Financial Securities Corp., Research Division
FTN Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FTN Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FTN Financial Salaries. You can even request information on how much does FTN Financial pay if you want to. Learn about salaries, pros and cons of working for FTN Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
200 FTN Financial employees in database. Find out everything there's to know about FTN Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
FTN Financial Employees
Employee
Years
Job
Industry
Don Storm, CFA Don Storm, CFA's FTN Financial Experience July 2004 - April 2010
Job Vice President at Protective Securities
Industry Financial Services
Experience
Protective Life July 2015 - Present
BNY Mellon Capital Markets LLC May 2013 - April 2015
William Blair and Company July 2011 - May 2013
FTN Financial July 2004 - April 2010
Bank One July 1993 - June 2004
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Series 7, Asset Management, Hedge Funds, Trading, Securities, Bloomberg, Series 63
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Political Economy
Princeton University 1976 — 1980
Bachelor of Arts (BA), Political Science and Government
Protective Life July 2015 - Present
BNY Mellon Capital Markets LLC May 2013 - April 2015
William Blair and Company July 2011 - May 2013
FTN Financial July 2004 - April 2010
Bank One July 1993 - June 2004
Skills
Fixed Income, Capital Markets, Equities, Portfolio Management, Series 7, Asset Management, Hedge Funds, Trading, Securities, Bloomberg, Series 63
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Political Economy
Princeton University 1976 — 1980
Bachelor of Arts (BA), Political Science and Government
Christie Johnson Christie Johnson's FTN Financial Experience January 2009 - May 2014
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
Chuck Graybeal, CFA Chuck Graybeal, CFA's FTN Financial Experience 2010 - Present
Job Senior A/L Analyst at FTN Financial
Industry Capital Markets
Experience
FTN Financial 2010 - Present
FTN Financial 2006 - 2010
Skills
Fixed Income, Portfolio Management, Financial Analysis, Fixed Income Portfolio..., Analysis, Banking, Financial Modeling, Presentations, Microsoft Excel, VBA, IPS Sendero..., Investments, Management, Finance, Capital Markets, Bloomberg, Asset Management, Valuation, Risk Management, Financial Risk
Education
Millsaps College 2003 — 2006
Bachelor's degree, Business Administration and Management, General
FTN Financial 2010 - Present
FTN Financial 2006 - 2010
Skills
Fixed Income, Portfolio Management, Financial Analysis, Fixed Income Portfolio..., Analysis, Banking, Financial Modeling, Presentations, Microsoft Excel, VBA, IPS Sendero..., Investments, Management, Finance, Capital Markets, Bloomberg, Asset Management, Valuation, Risk Management, Financial Risk
Education
Millsaps College 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Lori Sanders Lori Sanders's FTN Financial Experience 2001 - 2006
Job Director of Treasury Management at BankPlus
Industry Banking
Experience
BankPlus 2006 - Present
FTN Financial 2001 - 2006
First Tennessee Bank 1996 - 2001
First Tennessee Bank 1992 - 1996
Skills
Banking, Credit, Fundraising, Treasury Management
Education
The University of Memphis 1995 — 1997
MBA, Finance
Harding University 1987 — 1992
BBA, Economics and Management
BankPlus 2006 - Present
FTN Financial 2001 - 2006
First Tennessee Bank 1996 - 2001
First Tennessee Bank 1992 - 1996
Skills
Banking, Credit, Fundraising, Treasury Management
Education
The University of Memphis 1995 — 1997
MBA, Finance
Harding University 1987 — 1992
BBA, Economics and Management
Trey Alberson Trey Alberson's FTN Financial Experience June 2002 - November 2004
Job Enterprise Technology Strategist at Microsoft
Industry Information Technology and Services
Experience
Microsoft June 2008 - Present
EnSafe September 2005 - June 2008
ACH Food Companies, Inc. November 2004 - September 2005
FTN Financial June 2002 - November 2004
Storage USA a GE company 2000 - 2002
Concord EFS January 2000 - June 2000
AutoZone July 1998 - January 2000
Skills
IT Service Management, Enterprise Architecture, Microsoft SQL Server, SharePoint, .NET, Software Development, C#, Visual Studio, ASP.NET, Integration, Virtualization, IT Strategy, Visual Basic, Servers, Enterprise Software, Business Analysis, SDLC, Business Intelligence, Disaster Recovery, Active Directory, Cloud Computing, Software Project..., VMware, Databases, Information Technology, Microsoft Technologies, SQL, Solution Architecture, Windows Server
Education
Christian Brothers University 2004 — 2009
MBA
University of Mississippi 1993 — 2003
Bachelor’s Degree
University of Nottingham 1994 — 1994
Northwest Mississippi Community College 1990 — 1993
Associate’s Degree
Microsoft June 2008 - Present
EnSafe September 2005 - June 2008
ACH Food Companies, Inc. November 2004 - September 2005
FTN Financial June 2002 - November 2004
Storage USA a GE company 2000 - 2002
Concord EFS January 2000 - June 2000
AutoZone July 1998 - January 2000
Skills
IT Service Management, Enterprise Architecture, Microsoft SQL Server, SharePoint, .NET, Software Development, C#, Visual Studio, ASP.NET, Integration, Virtualization, IT Strategy, Visual Basic, Servers, Enterprise Software, Business Analysis, SDLC, Business Intelligence, Disaster Recovery, Active Directory, Cloud Computing, Software Project..., VMware, Databases, Information Technology, Microsoft Technologies, SQL, Solution Architecture, Windows Server
Education
Christian Brothers University 2004 — 2009
MBA
University of Mississippi 1993 — 2003
Bachelor’s Degree
University of Nottingham 1994 — 1994
Northwest Mississippi Community College 1990 — 1993
Associate’s Degree
Steve Nave Steve Nave's FTN Financial Experience April 2014 - Present
Job Active Directory Administrator at FTN Financial
Industry Financial Services
Experience
FTN Financial April 2014 - Present
Youth Villages April 2010 - April 2014
YMCA of Memphis & the Mid-South September 2007 - April 2010
Wilder Systems January 2002 - September 2007
Stream Global Services 2000 - 2002
Skills
Microsoft Office, Social Media, Computer Hardware, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Networking, Project Management, Outlook, Non-profits, SharePoint, Troubleshooting, Software Documentation, Windows, Sonicwall, Microsoft Office 2007, Database Admin, Information Technology, Backup Exec, A+, Desktop Administration, Symantec Antivirus, HTML, Group Policy, Cisco Wireless, Symantec Endpoint..., Dell PowerEdge Servers, CSS, Access, Microsoft Exchange, Server Administration, WSUS, Lync Server 2010, Nonprofits, Active Directory, Help Desk Support, Databases, Program Management, System Administration, Security, Training, Disaster Recovery, VMware, Community Outreach, SQL, Program Development, Servers
Education
The University of Memphis 2015 — 2018
Bachelor's Degree, Management Information Systems, General
Southwest Tennessee Community College 2011 — 2014
Associate's Degree, Information Technology, 3.06
Millington Central High School 1994 — 1998
High School
FTN Financial April 2014 - Present
Youth Villages April 2010 - April 2014
YMCA of Memphis & the Mid-South September 2007 - April 2010
Wilder Systems January 2002 - September 2007
Stream Global Services 2000 - 2002
Skills
Microsoft Office, Social Media, Computer Hardware, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Networking, Project Management, Outlook, Non-profits, SharePoint, Troubleshooting, Software Documentation, Windows, Sonicwall, Microsoft Office 2007, Database Admin, Information Technology, Backup Exec, A+, Desktop Administration, Symantec Antivirus, HTML, Group Policy, Cisco Wireless, Symantec Endpoint..., Dell PowerEdge Servers, CSS, Access, Microsoft Exchange, Server Administration, WSUS, Lync Server 2010, Nonprofits, Active Directory, Help Desk Support, Databases, Program Management, System Administration, Security, Training, Disaster Recovery, VMware, Community Outreach, SQL, Program Development, Servers
Education
The University of Memphis 2015 — 2018
Bachelor's Degree, Management Information Systems, General
Southwest Tennessee Community College 2011 — 2014
Associate's Degree, Information Technology, 3.06
Millington Central High School 1994 — 1998
High School
Alyson Capote Alyson Capote's FTN Financial Experience May 2002 - February 2004
Job Clinical Specialist at Medtronic
Industry Medical Devices
Experience
Medtronic June 2007 - February 2015
Wright Medical Technology February 2004 - May 2007
FTN Financial May 2002 - February 2004
Skills
Medical Devices, Capital Equipment, Market Development, Surgeons, Surgical Instruments, Orthopedic, Product Launch, Spine, Sales, Healthcare, Strategic Planning, New Business Development, Project Management, Microsoft Office, Customer Service, Sales Operations, Hospitals, Orthopedics
Education
Christian Brothers University 1999 — 2001
Bachelor's Degree, English for Corporate Communications and Management
Millsaps College 1998 — 1999
Medtronic June 2007 - February 2015
Wright Medical Technology February 2004 - May 2007
FTN Financial May 2002 - February 2004
Skills
Medical Devices, Capital Equipment, Market Development, Surgeons, Surgical Instruments, Orthopedic, Product Launch, Spine, Sales, Healthcare, Strategic Planning, New Business Development, Project Management, Microsoft Office, Customer Service, Sales Operations, Hospitals, Orthopedics
Education
Christian Brothers University 1999 — 2001
Bachelor's Degree, English for Corporate Communications and Management
Millsaps College 1998 — 1999
John Toohig John Toohig's FTN Financial Experience May 2004 - September 2006
Job Fixed Income Trader at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2006 - Present
FTN Financial May 2004 - September 2006
Skills
Loans, Mortgage Lending, Capital Markets, Fixed Income, Credit, Banking, Financial Analysis, Series 7, Bonds, Securities, Series 63, Investments, Risk Management, Finance, Valuation, Asset Allocation, Asset Management
Education
University of Mississippi 2002 — 2004
MBA, Finance, IT
Houghton College 1996 — 2000
BA, Management
Raymond James Financial Inc. September 2006 - Present
FTN Financial May 2004 - September 2006
Skills
Loans, Mortgage Lending, Capital Markets, Fixed Income, Credit, Banking, Financial Analysis, Series 7, Bonds, Securities, Series 63, Investments, Risk Management, Finance, Valuation, Asset Allocation, Asset Management
Education
University of Mississippi 2002 — 2004
MBA, Finance, IT
Houghton College 1996 — 2000
BA, Management
Ben France Ben France's FTN Financial Experience 2006 - 2008
Job Project Manager Business Development at Arkansas Economic Development Commission
Industry Government Relations
Experience
Arkansas Economic Development Commission 2012 - Present
Strayer University 2012 - 2013
US Bank 2010 - 2012
Citi 2009 - 2009
FTN Financial 2006 - 2008
Skills
Financial Analysis, Economic Development, Finance, Banking, Credit Analysis, Research, Microsoft Office, Business Development, Economics, Teaching, Fundraising, Strategic Planning, Budgets, Sales, Leadership
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
MBA, Finance
The University of Memphis 2001 — 2005
BBA, Finance, Sales
Little Rock Catholic High 1997 — 2001
Arkansas Economic Development Commission 2012 - Present
Strayer University 2012 - 2013
US Bank 2010 - 2012
Citi 2009 - 2009
FTN Financial 2006 - 2008
Skills
Financial Analysis, Economic Development, Finance, Banking, Credit Analysis, Research, Microsoft Office, Business Development, Economics, Teaching, Fundraising, Strategic Planning, Budgets, Sales, Leadership
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
MBA, Finance
The University of Memphis 2001 — 2005
BBA, Finance, Sales
Little Rock Catholic High 1997 — 2001
Greg Jeffers Greg Jeffers's FTN Financial Experience June 2005 - August 2005
Job Associate Real Estate Attorney at Nixon Peabody LLP
Industry Law Practice
Experience
Nixon Peabody LLP February 2015 - Present
Ungaretti & Harris LLP May 2014 - February 2015
North Community Bank January 2014 - May 2014
Berger Schatz May 2012 - August 2012
Berger Schatz October 2011 - May 2012
Sam L. Amirante & Associates, P.C. May 2011 - August 2011
Arkadin Global Conferencing March 2009 - August 2010
Marcus & Millichap May 2007 - November 2008
Morgan Stanley Smith Barney June 2006 - August 2006
FTN Financial June 2005 - August 2005
Skills
Real Estate Transactions, Due Diligence, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Investment Properties, Real Estate Financing, Acquisitions, Leases, Real Estate, Negotiating Fees, Real Estate Negotiating, Mergers & Acquisitions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2013
Juris Doctor (J.D.), Real Estate Law
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance & Real Estate
St. Viator High School 1999 — 2003
College Prep
Nixon Peabody LLP February 2015 - Present
Ungaretti & Harris LLP May 2014 - February 2015
North Community Bank January 2014 - May 2014
Berger Schatz May 2012 - August 2012
Berger Schatz October 2011 - May 2012
Sam L. Amirante & Associates, P.C. May 2011 - August 2011
Arkadin Global Conferencing March 2009 - August 2010
Marcus & Millichap May 2007 - November 2008
Morgan Stanley Smith Barney June 2006 - August 2006
FTN Financial June 2005 - August 2005
Skills
Real Estate Transactions, Due Diligence, Real Estate Economics, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Investment Properties, Real Estate Financing, Acquisitions, Leases, Real Estate, Negotiating Fees, Real Estate Negotiating, Mergers & Acquisitions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2011 — 2013
Juris Doctor (J.D.), Real Estate Law
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance & Real Estate
St. Viator High School 1999 — 2003
College Prep
Craig D. McClure Craig D. McClure's FTN Financial Experience 2001 - 2003
Job Business Development Manager at Guardian Protection Services
Industry Security and Investigations
Experience
Guardian Protection Services 2015 - Present
SafePoint Security, LLC 2013 - 2015
ADT Authorized Dealer 2006 - 2013
Colorado Brokerage Group 2003 - 2006
FTN Financial 2001 - 2003
Chicago White Sox 1993 - 1998
Skills
Alarm Systems, Security, CCTV, Strategic Planning, Autism Spectrum..., Fire Alarm, Surveillance, Video Analytics, IP Cameras, Security Management, Security Operations, Central Station..., Physical Security, Corporate Security, Executive Protection, Sales Management, Negotiation, Customer Service, Contract Negotiation
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
Guardian Protection Services 2015 - Present
SafePoint Security, LLC 2013 - 2015
ADT Authorized Dealer 2006 - 2013
Colorado Brokerage Group 2003 - 2006
FTN Financial 2001 - 2003
Chicago White Sox 1993 - 1998
Skills
Alarm Systems, Security, CCTV, Strategic Planning, Autism Spectrum..., Fire Alarm, Surveillance, Video Analytics, IP Cameras, Security Management, Security Operations, Central Station..., Physical Security, Corporate Security, Executive Protection, Sales Management, Negotiation, Customer Service, Contract Negotiation
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
Peter Hodgman Peter Hodgman's FTN Financial Experience January 2012 - September 2013
Job Vice President – Financial Consultant at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab December 2014 - Present
FTN Financial January 2012 - September 2013
Bank of America Merrill Lynch March 2008 - September 2011
Merrill Lynch January 2005 - March 2008
Merrill Lynch January 2001 - January 2005
Merrill Lynch December 1998 - January 2001
Merrill Lynch February 1997 - August 1998
Metropolitan Life Insurance Company June 1996 - December 1996
Education
Denison University 1992 — 1996
Bachelor's Degree, English Language and Literature, General
Charles Schwab December 2014 - Present
FTN Financial January 2012 - September 2013
Bank of America Merrill Lynch March 2008 - September 2011
Merrill Lynch January 2005 - March 2008
Merrill Lynch January 2001 - January 2005
Merrill Lynch December 1998 - January 2001
Merrill Lynch February 1997 - August 1998
Metropolitan Life Insurance Company June 1996 - December 1996
Education
Denison University 1992 — 1996
Bachelor's Degree, English Language and Literature, General
Carlos Araujo Jr. Carlos Araujo Jr.'s FTN Financial Experience April 2008 - Present
Job Senior VP, Fixed Income Sales, Latin America at FTN Financial
Industry Investment Banking
Experience
FTN Financial April 2008 - Present
Crédit Agricole CIB - New York April 2007 - April 2008
Raymond James Financial Inc. November 2006 - April 2007
SunTrust Robinson Humphrey August 2003 - November 2006
Skills
Emerging Markets, Trading, Financial Modeling, Latin America, Financial Analysis, Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Finance, Bonds, Equities, Financial Markets, Investments, Portfolio Management, Structured Products
Education
Alliant international University - Mexico City 2004 — 2004
Advanced Spanish Language and Literature
University of Memphis- International MBA 2001 — 2003
Master of Business Administration (MBA)
Université Stendhal (Grenoble III) 2001 — 2001
French
Pittsburg State University 1997 — 2001
Bachelor of Science
FTN Financial April 2008 - Present
Crédit Agricole CIB - New York April 2007 - April 2008
Raymond James Financial Inc. November 2006 - April 2007
SunTrust Robinson Humphrey August 2003 - November 2006
Skills
Emerging Markets, Trading, Financial Modeling, Latin America, Financial Analysis, Banking, Fixed Income, Capital Markets, Derivatives, Bloomberg, Finance, Bonds, Equities, Financial Markets, Investments, Portfolio Management, Structured Products
Education
Alliant international University - Mexico City 2004 — 2004
Advanced Spanish Language and Literature
University of Memphis- International MBA 2001 — 2003
Master of Business Administration (MBA)
Université Stendhal (Grenoble III) 2001 — 2001
French
Pittsburg State University 1997 — 2001
Bachelor of Science
Darren W. Woolford Darren W. Woolford's FTN Financial Experience May 2002 - September 2003
Job Sales at Bloomberg
Industry Financial Services
Experience
Bloomberg June 2012 - Present
JP Morgan Chase May 2008 - June 2012
Deutsche Bank September 2003 - May 2008
FTN Financial May 2002 - September 2003
Deutsche Bank March 1995 - May 2002
Skills
Fixed Income, Derivatives, FX Options, Equities, Bloomberg, Electronic Trading, Options, Equity Derivatives, Risk Management, Trading, Securities, Back Office, Interest Rate..., Valuation, Investments, Emerging Markets, Commodity
Education
Adelphi University 1988 — 1992
Bachelor of Science (B.S.), Business Administration, Management and Operations
Bloomberg June 2012 - Present
JP Morgan Chase May 2008 - June 2012
Deutsche Bank September 2003 - May 2008
FTN Financial May 2002 - September 2003
Deutsche Bank March 1995 - May 2002
Skills
Fixed Income, Derivatives, FX Options, Equities, Bloomberg, Electronic Trading, Options, Equity Derivatives, Risk Management, Trading, Securities, Back Office, Interest Rate..., Valuation, Investments, Emerging Markets, Commodity
Education
Adelphi University 1988 — 1992
Bachelor of Science (B.S.), Business Administration, Management and Operations
Thomas Arthur, CFA Thomas Arthur, CFA's FTN Financial Experience October 2001 - July 2004
Job Vice President Investments at Southern Farm Bureau
Industry Insurance
Experience
Southern Farm Bureau Casualty Insurance Company February 2015 - Present
Southern Farm Bureau Casualty Insurance Company July 2009 - Present
Hancock Bank October 2007 - July 2009
FTN Financial October 2001 - July 2004
Skills
Chartered Financial..., Financial Analysis, Data Analysis, Statistics, Financial Statement..., Fixed Income, Municipal Bonds, Money Management, Cash Management, ALM, Valuation, Value Investing, Investments, Bonds, Asset Allocation, Investment Management, Mutual Funds, Bloomberg, Securities, Asset Management, Portfolio Management, Banking, Equities
Education
Mississippi State University 1995 — 1999
Bachelor's degree, Accounting
Southern Farm Bureau Casualty Insurance Company February 2015 - Present
Southern Farm Bureau Casualty Insurance Company July 2009 - Present
Hancock Bank October 2007 - July 2009
FTN Financial October 2001 - July 2004
Skills
Chartered Financial..., Financial Analysis, Data Analysis, Statistics, Financial Statement..., Fixed Income, Municipal Bonds, Money Management, Cash Management, ALM, Valuation, Value Investing, Investments, Bonds, Asset Allocation, Investment Management, Mutual Funds, Bloomberg, Securities, Asset Management, Portfolio Management, Banking, Equities
Education
Mississippi State University 1995 — 1999
Bachelor's degree, Accounting
Chad Damewood Chad Damewood's FTN Financial Experience August 2002 - December 2005
Job Project Manager at PWI Construction
Industry Construction
Experience
BUILDERS GUILD INC January 2015 - June 2015
PWI Construction, Inc. May 2013 - March 2014
Tri-City Heat Treat May 2011 - January 2013
Luis Palau Association November 2010 - April 2011
Newman Jolly Builders January 2006 - September 2010
FTN Financial August 2002 - December 2005
Vanguard August 2000 - August 2002
Skills
Microsoft Office, Microsoft Excel, Manufacturing, Lean Manufacturing, Management, Engineering, Strategic Planning, Project Management, Product Development, Negotiation, Sales Management, Customer Service, Microsoft Word, New Business Development, Continuous Improvement, Process Improvement, PowerPoint, Coaching, Training, Program Management, Team Building, Budgets
Education
Arizona State University 1989 — 1994
Bachelor of Arts (B.A.), History
BUILDERS GUILD INC January 2015 - June 2015
PWI Construction, Inc. May 2013 - March 2014
Tri-City Heat Treat May 2011 - January 2013
Luis Palau Association November 2010 - April 2011
Newman Jolly Builders January 2006 - September 2010
FTN Financial August 2002 - December 2005
Vanguard August 2000 - August 2002
Skills
Microsoft Office, Microsoft Excel, Manufacturing, Lean Manufacturing, Management, Engineering, Strategic Planning, Project Management, Product Development, Negotiation, Sales Management, Customer Service, Microsoft Word, New Business Development, Continuous Improvement, Process Improvement, PowerPoint, Coaching, Training, Program Management, Team Building, Budgets
Education
Arizona State University 1989 — 1994
Bachelor of Arts (B.A.), History
Peter Stuart Peter Stuart's FTN Financial Experience June 2009 - January 2010
Job Sales Agent at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence Sales AgentKelly Associates Real Estate, Inc.August 2013 - Present
IT Technology, a US-based August 2012 - December 2014
Canaccord Financial 2010 - March 2012
FTN Financial June 2009 - January 2010
Jefferies & Company October 1999 - December 2008
Skills
Sales, Equity Trading, Trading, Guitarist, Musicians, Investments, Real Estate, Series 7, Electronic Trading, Hedge Funds, Selling, Securities, Series 63, Equities, Bloomberg
Education
Hobart College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
NCC
Houlihan Lawrence Sales AgentKelly Associates Real Estate, Inc.August 2013 - Present
IT Technology, a US-based August 2012 - December 2014
Canaccord Financial 2010 - March 2012
FTN Financial June 2009 - January 2010
Jefferies & Company October 1999 - December 2008
Skills
Sales, Equity Trading, Trading, Guitarist, Musicians, Investments, Real Estate, Series 7, Electronic Trading, Hedge Funds, Selling, Securities, Series 63, Equities, Bloomberg
Education
Hobart College 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
NCC
Joseph Lombard Joseph Lombard's FTN Financial Experience November 2003 - April 2005
Job Lead Technical Advisor at FedEx Services
Industry Information Technology and Services
Experience
FedEx Services October 2011 - Present
Armstrong Relocation July 2006 - March 2012
Robert Half Technology May 2005 - July 2006
Robert Half Technology May 2005 - July 2006
FTN Financial November 2003 - April 2005
FTN Financial November 2001 - April 2005
United States Marine Corps October 1997 - November 2004
AutoZone, Inc June 1997 - August 2001
United States Marine Corps June 1984 - May 1997
Skills
Desktop Support, Help Desk Management, Computer Hardware, Troubleshooting, Access, Quality Assurance, Technical Support, Help Desk Support, Windows Server, Project Management, Lotus Notes, SharePoint, Management, Leadership, Integration, Training, Logistics, SQL, Active Directory, Vendor Management, ITIL
Education
Capella University 2009 — 2011
Masters of Business Administration, Project Management
The University of Memphis 1997 — 2002
Bachelor, Business Administration
FedEx Services October 2011 - Present
Armstrong Relocation July 2006 - March 2012
Robert Half Technology May 2005 - July 2006
Robert Half Technology May 2005 - July 2006
FTN Financial November 2003 - April 2005
FTN Financial November 2001 - April 2005
United States Marine Corps October 1997 - November 2004
AutoZone, Inc June 1997 - August 2001
United States Marine Corps June 1984 - May 1997
Skills
Desktop Support, Help Desk Management, Computer Hardware, Troubleshooting, Access, Quality Assurance, Technical Support, Help Desk Support, Windows Server, Project Management, Lotus Notes, SharePoint, Management, Leadership, Integration, Training, Logistics, SQL, Active Directory, Vendor Management, ITIL
Education
Capella University 2009 — 2011
Masters of Business Administration, Project Management
The University of Memphis 1997 — 2002
Bachelor, Business Administration
Autumn Guerrieri Autumn Guerrieri's FTN Financial Experience January 2005 - September 2008
Job Sales Coordinator at NCC Media
Industry Marketing and Advertising
Experience
NCC Media March 2013 - Present
Polk Corporate Travel Management February 2011 - March 2013
Whole Foods Market May 2009 - November 2010
FTN Financial January 2005 - September 2008
Goldman Sachs March 1999 - October 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Photoshop, InDesign
Education
Front Range Community College 2010 — 2015
Associate of Arts (AA), Communications/Marketing
The Boyd School 1994 — 1996
Associate's degree, Tourism and Travel Services Management, 3.9
NCC Media March 2013 - Present
Polk Corporate Travel Management February 2011 - March 2013
Whole Foods Market May 2009 - November 2010
FTN Financial January 2005 - September 2008
Goldman Sachs March 1999 - October 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Photoshop, InDesign
Education
Front Range Community College 2010 — 2015
Associate of Arts (AA), Communications/Marketing
The Boyd School 1994 — 1996
Associate's degree, Tourism and Travel Services Management, 3.9
Sheila Tolbert Sheila Tolbert's FTN Financial Experience April 1998 - Present
Job Senior Accountant at FTN Financial
Industry Capital Markets
Experience
FTN Financial April 1998 - Present
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Hedge Funds, Fixed Income, Valuation, Accounting, Derivatives, Corporate Finance, Capital Markets, Equities, Financial Accounting, Cash Flow, Bonds, MBS
Education
Christian Brothers University 2000 — 2005
Accounting and Finance
Northside High School 1980 — 1983
Diploma, Math & Science
FTN Financial April 1998 - Present
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Bloomberg, Hedge Funds, Fixed Income, Valuation, Accounting, Derivatives, Corporate Finance, Capital Markets, Equities, Financial Accounting, Cash Flow, Bonds, MBS
Education
Christian Brothers University 2000 — 2005
Accounting and Finance
Northside High School 1980 — 1983
Diploma, Math & Science
Andrew Cooley Andrew Cooley's FTN Financial Experience June 2012 - August 2012
Job Student at Syracuse University Martin J. Whitman School of Management
Industry Financial Services
Experience
Syracuse University September 2011 - Present
OppenheimerFunds, Inc. June 2014 - August 2014
Broadway Multiplex Showcase Cinemas May 2011 - January 2014
FTN Financial June 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Management, Research, Customer Service, Social Networking, PowerPoint, Event Planning
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor's Degree, Finance and Supply Chain Management (dual majors), 3.5 GPA
Syosset Senior High School 2007 — 2011
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 97% grade average
Syracuse University September 2011 - Present
OppenheimerFunds, Inc. June 2014 - August 2014
Broadway Multiplex Showcase Cinemas May 2011 - January 2014
FTN Financial June 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Management, Research, Customer Service, Social Networking, PowerPoint, Event Planning
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor's Degree, Finance and Supply Chain Management (dual majors), 3.5 GPA
Syosset Senior High School 2007 — 2011
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 97% grade average
Paul Pettitt, CFA Paul Pettitt, CFA's FTN Financial Experience March 2011 - July 2013
Job Investment Banking Associate at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo May 2014 - August 2014
FTN Financial March 2011 - July 2013
FTN Financial June 2008 - March 2011
Omega Group 2007 - 2008
Northwestern Mutual 2006 - 2007
PK & H Law Firm 2004 - 2005
Skills
Research, Fixed Income, Eviews, Analytics, Bloomberg, Analysis, Portfolio Management, Banking, Finance, Microsoft Excel, Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Management, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Millsaps College 2004 — 2008
Bachelors, Business, Finance
Wells Fargo Securities August 2015 - Present
Wells Fargo May 2014 - August 2014
FTN Financial March 2011 - July 2013
FTN Financial June 2008 - March 2011
Omega Group 2007 - 2008
Northwestern Mutual 2006 - 2007
PK & H Law Firm 2004 - 2005
Skills
Research, Fixed Income, Eviews, Analytics, Bloomberg, Analysis, Portfolio Management, Banking, Finance, Microsoft Excel, Economics, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Management, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Millsaps College 2004 — 2008
Bachelors, Business, Finance
Mark E. Cary, CPA Mark E. Cary, CPA's FTN Financial Experience August 2007 - Present
Job Senior Vice President at FTN Financial Capital Assets Corporation
Industry Capital Markets
Experience
FTN Financial August 2007 - Present
Reynolds, Bone & Griesbeck PLC January 1997 - August 2007
First Tennessee Bank April 1996 - December 1996
Regions Financial Corporation August 1995 - April 1996
Skills
Auditing, Internal Audit, Banking, Loans, Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, CPA, Accounting, Community Banks, Loan Sales, Loan Portfolio Analysis, Financial Audits, CFSA, Finance, Community Banking, Risk Management, Portfolio Management, Valuation, Cash Management, Investments, Capital Markets, Credit Analysis
Education
Barret School of Banking 2002 — 2004
Christian Brothers University 1996 — 1997
Certificate of Accountancy
The University of Memphis 1992 — 1993
MBA, Concentration in Investments
University of Tennessee at Martin 1988 — 1992
BS in Business Administration, Economics / Finance
FTN Financial August 2007 - Present
Reynolds, Bone & Griesbeck PLC January 1997 - August 2007
First Tennessee Bank April 1996 - December 1996
Regions Financial Corporation August 1995 - April 1996
Skills
Auditing, Internal Audit, Banking, Loans, Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, CPA, Accounting, Community Banks, Loan Sales, Loan Portfolio Analysis, Financial Audits, CFSA, Finance, Community Banking, Risk Management, Portfolio Management, Valuation, Cash Management, Investments, Capital Markets, Credit Analysis
Education
Barret School of Banking 2002 — 2004
Christian Brothers University 1996 — 1997
Certificate of Accountancy
The University of Memphis 1992 — 1993
MBA, Concentration in Investments
University of Tennessee at Martin 1988 — 1992
BS in Business Administration, Economics / Finance
Jason E. Parrish Jason E. Parrish's FTN Financial Experience May 2002 - Present
Job IT Manager and Senior Software Architect
Industry Financial Services
Experience
FTN Financial May 2002 - Present
Skills
Agile Project Management, Fixed Income, .NET, SharePoint, Compliance, Team Management, SQL database design, CRM software, Sungard, Microsoft Technologies, Information Management, Technical Recruiting, Enterprise Architecture, Software Development..., Web Application Design, Google Analytics, IRM, Financial Software..., Technical Leadership, UI testing, User Interface Design, Enterprise Content..., Enterprise Portals, Enterprise Architect, Enterprise Software, Business Intelligence, jQuery, CSS, Microsoft Servers, Multithreading, HTML + CSS, VB.NET, Visual Basic, C#, ASP.NET, Forms Design, WPF, XML, Photoshop, Web Services, Web Development, Application Development, Application Design, Application Architecture, Application Security, Active Directory, Software Development, IT Management, Microsoft SQL Server, SDLC
Education
The University of Memphis 1993 — 1997
Bachelor of Business Administration Cum Laude, Management Information Systems with Honors
FTN Financial May 2002 - Present
Skills
Agile Project Management, Fixed Income, .NET, SharePoint, Compliance, Team Management, SQL database design, CRM software, Sungard, Microsoft Technologies, Information Management, Technical Recruiting, Enterprise Architecture, Software Development..., Web Application Design, Google Analytics, IRM, Financial Software..., Technical Leadership, UI testing, User Interface Design, Enterprise Content..., Enterprise Portals, Enterprise Architect, Enterprise Software, Business Intelligence, jQuery, CSS, Microsoft Servers, Multithreading, HTML + CSS, VB.NET, Visual Basic, C#, ASP.NET, Forms Design, WPF, XML, Photoshop, Web Services, Web Development, Application Development, Application Design, Application Architecture, Application Security, Active Directory, Software Development, IT Management, Microsoft SQL Server, SDLC
Education
The University of Memphis 1993 — 1997
Bachelor of Business Administration Cum Laude, Management Information Systems with Honors
Karen Swolensky Karen Swolensky's FTN Financial Experience July 2001 - September 2003
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
Randy Layman's FTN Financial Experience September 2012 - August 2013
Job Associate U.S. Public Finance at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's June 2015 - Present
Center for Survey Research at Indiana University August 2014 - May 2015
US Government Accountability Office May 2014 - August 2014
School of Public and Environmental Affairs - Indiana University August 2013 - May 2014
FTN Financial September 2012 - August 2013
FactSet July 2010 - August 2012
Indiana University January 2010 - June 2010
DFAS May 2009 - August 2009
Skills
Finance, Economics, Financial Analysis, Data Analysis, Performance Management, Investments, Financial Modeling, Portfolio Management, Client Development, Statistical Data..., Management, Financial Services, Bloomberg Terminal, SAS, Stata, Economic Research, Market Analysis, Municipal Bonds, Public Finance, Market Data Analysis, SaaS, Client Services, Creative Writing, International Economics, Microsoft Office
Education
Indiana University - School of Public and Environmental Affairs 2013 — 2015
Master of Public Affairs, Public Finance, Policy Analysis, 3.96/4.00
Indiana University Bloomington 2006 — 2010
BA, Economics, Political Science, 3.95/4.00
Standard & Poor's June 2015 - Present
Center for Survey Research at Indiana University August 2014 - May 2015
US Government Accountability Office May 2014 - August 2014
School of Public and Environmental Affairs - Indiana University August 2013 - May 2014
FTN Financial September 2012 - August 2013
FactSet July 2010 - August 2012
Indiana University January 2010 - June 2010
DFAS May 2009 - August 2009
Skills
Finance, Economics, Financial Analysis, Data Analysis, Performance Management, Investments, Financial Modeling, Portfolio Management, Client Development, Statistical Data..., Management, Financial Services, Bloomberg Terminal, SAS, Stata, Economic Research, Market Analysis, Municipal Bonds, Public Finance, Market Data Analysis, SaaS, Client Services, Creative Writing, International Economics, Microsoft Office
Education
Indiana University - School of Public and Environmental Affairs 2013 — 2015
Master of Public Affairs, Public Finance, Policy Analysis, 3.96/4.00
Indiana University Bloomington 2006 — 2010
BA, Economics, Political Science, 3.95/4.00
Candice Stutzman Candice Stutzman's FTN Financial Experience June 2005 - Present
Job Registered Sales Assistant II at FTN Financial
Industry Financial Services
Experience
FTN Financial June 2005 - Present
SJPAC October 2002 - June 2005
Camden County Library October 1998 - May 2005
Skills
Bloomberg, Series 7, Series 63, Office Management, Box Office Management, Accounts Payable, Accounts Receivable
Education
University of Phoenix 2007 — 2010
Bachelor, Business-Finance
Camden County College
Associate, Liberal Studies, Social Science
FTN Financial June 2005 - Present
SJPAC October 2002 - June 2005
Camden County Library October 1998 - May 2005
Skills
Bloomberg, Series 7, Series 63, Office Management, Box Office Management, Accounts Payable, Accounts Receivable
Education
University of Phoenix 2007 — 2010
Bachelor, Business-Finance
Camden County College
Associate, Liberal Studies, Social Science
Leanna Smith Leanna Smith's FTN Financial Experience June 2014 - Present
Job Public Finance Coordinator at FTN Financial
Industry Capital Markets
Experience
FTN Financial June 2014 - Present
FTN Financial February 2013 - Present
Anna State Bank August 2012 - January 2013
Southern Illinois University January 2011 - May 2012
Southern Illinois University June 2011 - August 2011
Hawaii Natural Energy Institute July 2009 - January 2011
University of Mississippi July 2007 - May 2009
University of Southern Mississippi May 2008 - August 2008
Skills
Statistics, Research, Microsoft Office, Science, Matlab, PowerPoint, Labview, Mathematica, Tutoring, Databases, Engineering, Data Analysis, SPSS, Technical Writing, UV/Vis, Fixed Income, Public Finance, Bloomberg
Education
Southern Illinois University, Carbondale 2010 — 2012
Master of Science, Biomedical Engineering, 4.0
University of Hawaii at Manoa 2009 — 2010
Bioengineering, 3.63
University of Mississippi 2005 — 2009
Bachelor of Science, Chemical Engineering, 3.74
FTN Financial June 2014 - Present
FTN Financial February 2013 - Present
Anna State Bank August 2012 - January 2013
Southern Illinois University January 2011 - May 2012
Southern Illinois University June 2011 - August 2011
Hawaii Natural Energy Institute July 2009 - January 2011
University of Mississippi July 2007 - May 2009
University of Southern Mississippi May 2008 - August 2008
Skills
Statistics, Research, Microsoft Office, Science, Matlab, PowerPoint, Labview, Mathematica, Tutoring, Databases, Engineering, Data Analysis, SPSS, Technical Writing, UV/Vis, Fixed Income, Public Finance, Bloomberg
Education
Southern Illinois University, Carbondale 2010 — 2012
Master of Science, Biomedical Engineering, 4.0
University of Hawaii at Manoa 2009 — 2010
Bioengineering, 3.63
University of Mississippi 2005 — 2009
Bachelor of Science, Chemical Engineering, 3.74
Karthik Ramaswamy Karthik Ramaswamy's FTN Financial Experience April 2005 - December 2007
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2011 - Present
JP Morgan Chase January 2010 - July 2011
Barclays Private Wealth Management October 2009 - December 2009
Chartis May 2009 - September 2009
Lehman Brothers March 2008 - October 2008
FTN Financial April 2005 - December 2007
Goldman Sachs May 2000 - April 2005
Kmart Corporation November 1999 - April 2000
AT&T Labs, Inc. May 1998 - September 1999
DSQ Software Ltd. May 1996 - May 1998
Skills
Fixed Income, Derivatives, Financial Risk, Bloomberg, SQL, Sybase, Databases, Java, SDLC, DB2, Data Modeling, Microsoft SQL Server, Data Warehousing, Agile Methodologies, Analysis, ETL, Unix
Education
Sri Sathya Sai Institute of Higher Learning 1984 — 1989
Masters of Science, Mathematics
Modern Senior Secondary School 1976 — 1984
+2, Maths, Physics, Chemistry
Bank of America June 2011 - Present
JP Morgan Chase January 2010 - July 2011
Barclays Private Wealth Management October 2009 - December 2009
Chartis May 2009 - September 2009
Lehman Brothers March 2008 - October 2008
FTN Financial April 2005 - December 2007
Goldman Sachs May 2000 - April 2005
Kmart Corporation November 1999 - April 2000
AT&T Labs, Inc. May 1998 - September 1999
DSQ Software Ltd. May 1996 - May 1998
Skills
Fixed Income, Derivatives, Financial Risk, Bloomberg, SQL, Sybase, Databases, Java, SDLC, DB2, Data Modeling, Microsoft SQL Server, Data Warehousing, Agile Methodologies, Analysis, ETL, Unix
Education
Sri Sathya Sai Institute of Higher Learning 1984 — 1989
Masters of Science, Mathematics
Modern Senior Secondary School 1976 — 1984
+2, Maths, Physics, Chemistry
John Albert Thomas John Albert Thomas's FTN Financial Experience May 2004 - September 2005
Job Director of Development, Pianist, Composer, Producer
Industry Internet
Experience
First Tennessee Bank December 2014 - Present
JAT Enterprises February 1999 - Present
Vanick Digital October 2009 - December 2014
EnSafe September 2005 - April 2009
Digital Deacons 2003 - 2006
FTN Financial May 2004 - September 2005
Shelby Systems February 2001 - April 2004
Business Systems January 1996 - January 2001
Skills
Pianist, Composition, Music Production, Website Development, ASP.NET MVC, jQuery, C#, VB.NET, Biblical Studies, Stage Performance, HTML, JavaScript, SQL Server, CSS, AJAX, Web Applications, Web Services, Web Development, ASP.NET, .NET, SharePoint, SQL, XML, Wordpress, Microsoft Office, Windows, User Interface Design, Web Design, Music, Visual Studio, SEO, Social Media, Social Media Marketing, Databases, User Experience, Online Marketing, Application Development, Access, Writing, CMS, Teaching, Word, Social Networking, Production, Excel, Recording, Visual Basic, Problem Solving, Software Development, Programming
Education
Samford University 1992 — 1995
BMus, Music Theory and Composition
Oglethorpe University 1990 — 1992
Pre-Med Biology, Music Therapy
First Tennessee Bank December 2014 - Present
JAT Enterprises February 1999 - Present
Vanick Digital October 2009 - December 2014
EnSafe September 2005 - April 2009
Digital Deacons 2003 - 2006
FTN Financial May 2004 - September 2005
Shelby Systems February 2001 - April 2004
Business Systems January 1996 - January 2001
Skills
Pianist, Composition, Music Production, Website Development, ASP.NET MVC, jQuery, C#, VB.NET, Biblical Studies, Stage Performance, HTML, JavaScript, SQL Server, CSS, AJAX, Web Applications, Web Services, Web Development, ASP.NET, .NET, SharePoint, SQL, XML, Wordpress, Microsoft Office, Windows, User Interface Design, Web Design, Music, Visual Studio, SEO, Social Media, Social Media Marketing, Databases, User Experience, Online Marketing, Application Development, Access, Writing, CMS, Teaching, Word, Social Networking, Production, Excel, Recording, Visual Basic, Problem Solving, Software Development, Programming
Education
Samford University 1992 — 1995
BMus, Music Theory and Composition
Oglethorpe University 1990 — 1992
Pre-Med Biology, Music Therapy
Carrie Anger's FTN Financial Experience January 1990 - Present
Job Portfolio Analyst at FTN Financial
Industry Capital Markets
Experience
FTN Financial January 1990 - Present
Education
Mississippi State University 1982 — 1986
Bachelor of Business Administration (BBA), Banking and Finance and Real Estate Finance
FTN Financial January 1990 - Present
Education
Mississippi State University 1982 — 1986
Bachelor of Business Administration (BBA), Banking and Finance and Real Estate Finance
David Eshnaur David Eshnaur's FTN Financial Experience 2005 - 2013
Job Senior Investment Officer
Industry Insurance
Experience
Pan American Life Insurance Group May 2014 - Present
FTN Financial 2005 - 2013
Pinewood Capital Managemenet 2004 - 2004
Kornitzer Capital Management, Inc. 2000 - 2003
Security Benefit 1997 - 2000
Waddell & Reed 1982 - 1997
Skills
Portfolio Management, Credit, Capital Markets, Fixed Income, Equities, Series 7, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Alternative Investments, Bonds, Trading
Education
University of Missouri-Kansas City 1983 — 1986
Master of Business Administration (MBA), Finance
Coe College 1978 — 1982
Bachelor of Arts (BA), Business Administration
Pan American Life Insurance Group May 2014 - Present
FTN Financial 2005 - 2013
Pinewood Capital Managemenet 2004 - 2004
Kornitzer Capital Management, Inc. 2000 - 2003
Security Benefit 1997 - 2000
Waddell & Reed 1982 - 1997
Skills
Portfolio Management, Credit, Capital Markets, Fixed Income, Equities, Series 7, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Financial Analysis, Alternative Investments, Bonds, Trading
Education
University of Missouri-Kansas City 1983 — 1986
Master of Business Administration (MBA), Finance
Coe College 1978 — 1982
Bachelor of Arts (BA), Business Administration
Amy Clifford Amy Clifford's FTN Financial Experience 1997 - 2000
Job CEO Clifford Family Management at Clifford Home
Industry Management Consulting
Experience
Clifford Home October 2000 - Present
Community Chiropractors 2009 - 2011
New Lenox School District 122 2008 - 2011
FTN Financial 1997 - 2000
FTN Financial 1992 - 1997
ATS Telephone and Data Services 1989 - 1991
Skills
Community Outreach, Problem Solving, Marketing, Strategic Planning, Sales, Management, Public Speaking, Event Planning, Public Relations, Marketing Strategy, Social Networking, Advertising
Education
Christian Brothers University 1987 — 1991
Bachelor of Science (BS) Business Administration, Marketing/Marketing Management
Cathedral of the Immaculate Conception High School 1983 — 1987
Honors Graduate
Clifford Home October 2000 - Present
Community Chiropractors 2009 - 2011
New Lenox School District 122 2008 - 2011
FTN Financial 1997 - 2000
FTN Financial 1992 - 1997
ATS Telephone and Data Services 1989 - 1991
Skills
Community Outreach, Problem Solving, Marketing, Strategic Planning, Sales, Management, Public Speaking, Event Planning, Public Relations, Marketing Strategy, Social Networking, Advertising
Education
Christian Brothers University 1987 — 1991
Bachelor of Science (BS) Business Administration, Marketing/Marketing Management
Cathedral of the Immaculate Conception High School 1983 — 1987
Honors Graduate
Brian Alldredge, CFA Brian Alldredge, CFA's FTN Financial Experience 2004 - 2005
Job Chief Operating Officer at The Intensivist Group
Industry Hospital & Health Care
Experience
The Intensivist Group December 2014 - Present
Sound Physicians October 2013 - December 2014
Sound Physicians June 2012 - September 2013
Sound Physicians September 2009 - June 2012
Harpeth Capital 2006 - September 2009
FTN Financial 2004 - 2005
Skills
Financial Analysis, Healthcare Management, Healthcare, Leadership, Management, Healthcare Information..., Strategic Planning, Mergers, Business Strategy, Business Analysis, Project Management, Process Improvement, Start-ups, Strategy, Business Development, Management Consulting, Contract Negotiation, Executive Management, Mergers & Acquisitions, Cross-functional Team..., Managed Care, Due Diligence, Finance, Vendor Management, Budgets, Risk Management, Entrepreneurship, Business Intelligence, Marketing, Business Planning, Team Leadership, Strategic Partnerships, Venture Capital, Analysis, Program Management, Accounting, Leadership Development, Team Building, Change Management, Financial Modeling, Competitive Analysis, Data Analysis, Forecasting, Healthcare Industry, Operations Management, Healthcare Consulting, Marketing Strategy, Hospitals, New Business Development, Consulting
Education
Vanderbilt University 2002 — 2004
MBA, Finance & Accounting
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Accounting
Harding University 1996 — 2000
BBA, Business Management
The Intensivist Group December 2014 - Present
Sound Physicians October 2013 - December 2014
Sound Physicians June 2012 - September 2013
Sound Physicians September 2009 - June 2012
Harpeth Capital 2006 - September 2009
FTN Financial 2004 - 2005
Skills
Financial Analysis, Healthcare Management, Healthcare, Leadership, Management, Healthcare Information..., Strategic Planning, Mergers, Business Strategy, Business Analysis, Project Management, Process Improvement, Start-ups, Strategy, Business Development, Management Consulting, Contract Negotiation, Executive Management, Mergers & Acquisitions, Cross-functional Team..., Managed Care, Due Diligence, Finance, Vendor Management, Budgets, Risk Management, Entrepreneurship, Business Intelligence, Marketing, Business Planning, Team Leadership, Strategic Partnerships, Venture Capital, Analysis, Program Management, Accounting, Leadership Development, Team Building, Change Management, Financial Modeling, Competitive Analysis, Data Analysis, Forecasting, Healthcare Industry, Operations Management, Healthcare Consulting, Marketing Strategy, Hospitals, New Business Development, Consulting
Education
Vanderbilt University 2002 — 2004
MBA, Finance & Accounting
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance & Accounting
Harding University 1996 — 2000
BBA, Business Management
Walt Schmidt, CFA Walt Schmidt, CFA's FTN Financial Experience January 1998 - Present
Job SVP, Structured Product Strategies at FTN Financial
Industry Financial Services
Experience
FTN Financial January 1998 - Present
Skills
Capital Markets, Fixed Income, Portfolio Management, Structured Products, Financial Modeling, Hedge Funds, Derivatives, Bonds, Securities, Investments, Equities, Trading, Bloomberg, Asset Management, Series 7, Financial Markets, Management
Education
The University of Chicago 1997 — 2000
MBA, Finance and Accounting
University of Chicago - Committee on International Relations 1993 — 1994
MA, International Relations
Michigan State University 1989 — 1993
BA, International Relations and German
FTN Financial January 1998 - Present
Skills
Capital Markets, Fixed Income, Portfolio Management, Structured Products, Financial Modeling, Hedge Funds, Derivatives, Bonds, Securities, Investments, Equities, Trading, Bloomberg, Asset Management, Series 7, Financial Markets, Management
Education
The University of Chicago 1997 — 2000
MBA, Finance and Accounting
University of Chicago - Committee on International Relations 1993 — 1994
MA, International Relations
Michigan State University 1989 — 1993
BA, International Relations and German
John F. Robinson John F. Robinson's FTN Financial Experience January 2013 - Present
Job Senior Vice President at FTN Financial
Industry Financial Services
Experience
FTN Financial January 2013 - Present
UBS Financial Services Inc July 2005 - January 2013
FTN Financial May 1997 - April 2005
Skills
Financial Services, Investments, Fixed Income, Portfolio Management, Leadership, Series 7
Education
The University of Chicago - Booth School of Business
Master, Business Administration
DePaul University
Bachelor of Science, Finance
FTN Financial January 2013 - Present
UBS Financial Services Inc July 2005 - January 2013
FTN Financial May 1997 - April 2005
Skills
Financial Services, Investments, Fixed Income, Portfolio Management, Leadership, Series 7
Education
The University of Chicago - Booth School of Business
Master, Business Administration
DePaul University
Bachelor of Science, Finance
James Meyers James Meyers's FTN Financial Experience January 2005 - August 2008
Job Vice President Corporate Bond Trading at Maxim Group
Industry Financial Services
Experience
Maxim Group August 2013 - Present
Wall Street Access 2008 - 2012
FTN Financial January 2005 - August 2008
Goldman Sachs December 2000 - December 2004
Spear, Leeds & Kellogg March 1994 - November 2000
Skills
Series 7, Series 63, Fixed Income, Trading, Sales, Bonds, Capital Markets, Options, Investments, Securities, Hedge Funds, Electronic Trading, FINRA, Equities, Bloomberg, Investment Strategies, Derivatives, Trading Systems, Alternative Investments
Education
Cornell University 1990 — 1993
Bachelor of Science (BS), Applied Economics and Management
Lynbrook High School 1986 — 1989
Maxim Group August 2013 - Present
Wall Street Access 2008 - 2012
FTN Financial January 2005 - August 2008
Goldman Sachs December 2000 - December 2004
Spear, Leeds & Kellogg March 1994 - November 2000
Skills
Series 7, Series 63, Fixed Income, Trading, Sales, Bonds, Capital Markets, Options, Investments, Securities, Hedge Funds, Electronic Trading, FINRA, Equities, Bloomberg, Investment Strategies, Derivatives, Trading Systems, Alternative Investments
Education
Cornell University 1990 — 1993
Bachelor of Science (BS), Applied Economics and Management
Lynbrook High School 1986 — 1989
John Crawford, CFA John Crawford, CFA's FTN Financial Experience July 2004 - August 2008
Job Executive Vice President
Industry Financial Services
Experience
Vining Sparks August 2008 - Present
FTN Financial July 2004 - August 2008
Union Planters Bank (now Regions) May 2000 - July 2004
Carreker Corporation (now Fiserv) April 1999 - April 2000
Bank One (now JPMorgan, previously MCorp / Mercantile National Bank) January 1984 - April 1999
Education
Texas Tech University 1980 — 1983
BBA, Accounting and Finance
Vining Sparks August 2008 - Present
FTN Financial July 2004 - August 2008
Union Planters Bank (now Regions) May 2000 - July 2004
Carreker Corporation (now Fiserv) April 1999 - April 2000
Bank One (now JPMorgan, previously MCorp / Mercantile National Bank) January 1984 - April 1999
Education
Texas Tech University 1980 — 1983
BBA, Accounting and Finance
Joe DeStephan's FTN Financial Experience October 2012 - Present
Job
Industry Financial Services
Experience
FTN Financial October 2012 - Present
Barclays Capital July 2004 - July 2012
Lehman Brothers November 1997 - July 2004
Prudential Financial May 1994 - November 1997
Smith Barney September 1991 - May 1994
Skills
Series 7, Series 63, Trading, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Investments, Options, Portfolio Management, Sales
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Finance, General
FTN Financial October 2012 - Present
Barclays Capital July 2004 - July 2012
Lehman Brothers November 1997 - July 2004
Prudential Financial May 1994 - November 1997
Smith Barney September 1991 - May 1994
Skills
Series 7, Series 63, Trading, Asset Managment, Bloomberg, Bonds, Capital Markets, Credit, Credit Analysis, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Investments, Options, Portfolio Management, Sales
Education
Bryant University 1987 — 1991
Bachelor of Science (BS), Finance, General
Joe Britt Joe Britt's FTN Financial Experience February 2013 - Present
Job Senior Vice President at FTN Financial
Industry Investment Banking
Experience
FTN Financial February 2013 - Present
Wells Fargo Securities December 2008 - February 2013
Wachovia Securities October 2007 - December 2008
A.G. Edwards September 1997 - October 2007
Skills
Public Finance, Investment Banking, Municipal Bonds, Bonds, Capital Markets, Bond Markets, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Financial Advisory, Series 7, Series 63, Mergers & Acquisitions
Education
Cornell University 1993 — 1997
BA, Economics
St. Louis University High School 1989 — 1993
FTN Financial February 2013 - Present
Wells Fargo Securities December 2008 - February 2013
Wachovia Securities October 2007 - December 2008
A.G. Edwards September 1997 - October 2007
Skills
Public Finance, Investment Banking, Municipal Bonds, Bonds, Capital Markets, Bond Markets, Finance, Financial Analysis, Financial Modeling, Financial Structuring, Financial Advisory, Series 7, Series 63, Mergers & Acquisitions
Education
Cornell University 1993 — 1997
BA, Economics
St. Louis University High School 1989 — 1993
Derick Garner Derick Garner's FTN Financial Experience May 2013 - Present
Job Financial Analyst at FTN Financial Capital Markets
Industry Capital Markets
Experience
FTN Financial May 2013 - Present
SunTrust Bank November 2009 - May 2013
Skills
Retail Banking, Consumer Lending, Microsoft Excel, Uniform Combined State..., Fixed Income, Accounting, Bloomberg, Loans, Financial Analysis, Bonds, Finance, Banking, Portfolio Management, Financial Services, Investments
Education
University of Tennessee-Knoxville 2005 — 2009
B.A., Business Administration/Legal Studies
Christian Brothers University 2011 — 2012
Executive Certificate in Financial Planning
FTN Financial May 2013 - Present
SunTrust Bank November 2009 - May 2013
Skills
Retail Banking, Consumer Lending, Microsoft Excel, Uniform Combined State..., Fixed Income, Accounting, Bloomberg, Loans, Financial Analysis, Bonds, Finance, Banking, Portfolio Management, Financial Services, Investments
Education
University of Tennessee-Knoxville 2005 — 2009
B.A., Business Administration/Legal Studies
Christian Brothers University 2011 — 2012
Executive Certificate in Financial Planning
Joel Cramer, CFA Joel Cramer, CFA's FTN Financial Experience January 1998 - October 2000
Job Director at Conning
Industry Investment Management
Experience
Conning April 2012 - Present
AAM July 2003 - April 2012
BCS Insurance Group January 2001 - July 2003
FTN Financial January 1998 - October 2000
Compass Bank June 1993 - December 1997
Skills
Fixed Income, Insurance, Investments, Banking, Risk Management, Financial Analysis, Asset Management
Education
Columbia College (NY) 1989 — 1993
B.A., Psychology
Columbia University in the City of New York 1989 — 1993
B.A., Psychology
Conning April 2012 - Present
AAM July 2003 - April 2012
BCS Insurance Group January 2001 - July 2003
FTN Financial January 1998 - October 2000
Compass Bank June 1993 - December 1997
Skills
Fixed Income, Insurance, Investments, Banking, Risk Management, Financial Analysis, Asset Management
Education
Columbia College (NY) 1989 — 1993
B.A., Psychology
Columbia University in the City of New York 1989 — 1993
B.A., Psychology
Bill Pinalto Bill Pinalto's FTN Financial Experience August 2003 - April 2004
Job Senior Pastor at Edgewater Baptist Church Chicago
Industry Religious Institutions
Experience
Edgewater Baptist Church - Chicago May 2010 - Present
Camelback Bible Church October 2003 - May 2010
FTN Financial August 2003 - April 2004
Vanguard January 1999 - August 2003
Skills
Discipleship, Teaching, Preaching, Public Speaking, Pastoral Care, Biblical Studies, Theology, Missions, Church Growth, Religion, Pastoral Counseling
Education
Arizona State University 1992 — 1996
B.A., Communication
Edgewater Baptist Church - Chicago May 2010 - Present
Camelback Bible Church October 2003 - May 2010
FTN Financial August 2003 - April 2004
Vanguard January 1999 - August 2003
Skills
Discipleship, Teaching, Preaching, Public Speaking, Pastoral Care, Biblical Studies, Theology, Missions, Church Growth, Religion, Pastoral Counseling
Education
Arizona State University 1992 — 1996
B.A., Communication
Greg Roll, CFA Greg Roll, CFA's FTN Financial Experience 1994 - 2009
Job Senior Vice President at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG 2009 - Present
FTN Financial 1994 - 2009
Skills
Fixed Income, Capital Markets, Financial Analysis, Analysis, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Banking, Equities, Financial Services, Series 63, Strategic Planning, Valuation, Financial Modeling, Series 7
Education
The University of Memphis
MBA, Finance
The University of Memphis
BBA, Finance
University of Oklahoma
Vining Sparks, IBG 2009 - Present
FTN Financial 1994 - 2009
Skills
Fixed Income, Capital Markets, Financial Analysis, Analysis, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Banking, Equities, Financial Services, Series 63, Strategic Planning, Valuation, Financial Modeling, Series 7
Education
The University of Memphis
MBA, Finance
The University of Memphis
BBA, Finance
University of Oklahoma
Mike Talaga, CFA's FTN Financial Experience February 2005 - August 2007
Job Global Research Analyst at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 2015 - Present
Bank of America Merrill Lynch April 2014 - May 2015
Bank of America Merrill Lynch August 2009 - April 2014
Lehman Brothers June 2008 - August 2008
FTN Financial February 2005 - August 2007
Goldman Sachs July 2003 - January 2005
Arthur Andersen / Huron Consulting Group August 2001 - July 2003
Skills
Investment Banking, Fixed Income, Structured Finance, Financial Modeling, Valuation, Capital Markets, Private Equity, Equities, Bloomberg, Due Diligence, LBO, Mergers & Acquisitions, Hedge Funds, Series 7, Series 63, Capital Structure, Leveraged Finance, Securities, Corporate Development, Commodity, Equity Research, Corporate Finance, Alternative Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting and Finance
Miami University (Ohio) 1997 — 2001
BS, Finance
Janus Capital Group May 2015 - Present
Bank of America Merrill Lynch April 2014 - May 2015
Bank of America Merrill Lynch August 2009 - April 2014
Lehman Brothers June 2008 - August 2008
FTN Financial February 2005 - August 2007
Goldman Sachs July 2003 - January 2005
Arthur Andersen / Huron Consulting Group August 2001 - July 2003
Skills
Investment Banking, Fixed Income, Structured Finance, Financial Modeling, Valuation, Capital Markets, Private Equity, Equities, Bloomberg, Due Diligence, LBO, Mergers & Acquisitions, Hedge Funds, Series 7, Series 63, Capital Structure, Leveraged Finance, Securities, Corporate Development, Commodity, Equity Research, Corporate Finance, Alternative Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Accounting and Finance
Miami University (Ohio) 1997 — 2001
BS, Finance
Mark Dabrowski's FTN Financial Experience April 2003 - Present
Job SVP/Chief Compliance Officer at FTN Financial
Industry Capital Markets
Experience
FTN Financial April 2003 - Present
Deutsche Bank July 1999 - March 2003
Morgan Stanley & Co. 1990 - 1998
Skills
Broker-Dealer, Series 7, Series 9/10, Series 24, Series 63, Capital Markets, USA PATRIOT Act, AML, FINRA
Education
St. Thomas Aquinas College 1986 — 1988
BS, Accounting
Rockland Community College 1984 — 1986
Assoicate Arts
FTN Financial April 2003 - Present
Deutsche Bank July 1999 - March 2003
Morgan Stanley & Co. 1990 - 1998
Skills
Broker-Dealer, Series 7, Series 9/10, Series 24, Series 63, Capital Markets, USA PATRIOT Act, AML, FINRA
Education
St. Thomas Aquinas College 1986 — 1988
BS, Accounting
Rockland Community College 1984 — 1986
Assoicate Arts
David Doss David Doss's FTN Financial Experience May 2007 - Present
Job Software Developer at FTN Financial
Industry Capital Markets
Experience
FTN Financial May 2007 - Present
Conwood Sales Co November 2005 - May 2007
Skills
VB.NET, C#, ASP.NET, Microsoft SQL Server, WF, WCF, IIS, Telerik, Infragistics, JavaScript, Web Development, CSS, jQuery, HTML, C, C++, Software Development, .NET, Visual Studio, AJAX, Web Services, XML, SQL, Databases, Web Applications, User Interface Design, LINQ, Active Directory, Object Oriented Design, Windows Server, WinForms, T-SQL, Enterprise Architecture, Java, Visual Basic, JSON
Education
The University of Memphis 1999 — 2004
Bachelor of Science (BS), Computer Engineering
FTN Financial May 2007 - Present
Conwood Sales Co November 2005 - May 2007
Skills
VB.NET, C#, ASP.NET, Microsoft SQL Server, WF, WCF, IIS, Telerik, Infragistics, JavaScript, Web Development, CSS, jQuery, HTML, C, C++, Software Development, .NET, Visual Studio, AJAX, Web Services, XML, SQL, Databases, Web Applications, User Interface Design, LINQ, Active Directory, Object Oriented Design, Windows Server, WinForms, T-SQL, Enterprise Architecture, Java, Visual Basic, JSON
Education
The University of Memphis 1999 — 2004
Bachelor of Science (BS), Computer Engineering
Carly Burnett Carly Burnett's FTN Financial Experience October 2007 - October 2008
Job Administrative Support
Industry Accounting
Experience
Corporate Planning Network 2008 - 2011
FTN Financial October 2007 - October 2008
First Horizon National Corporation November 2005 - October 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Banking, Payroll, Account Reconciliation, Federal Funding, commercial loans, Brokerage, Wire Transfers, Notary, Healthcare Reimbursement, Medical Coding, General Ledger, Expense Reports, Forfeiture, Leasing
Education
Dyersburg State Community College
General Office Occupations and Clerical Services
Corporate Planning Network 2008 - 2011
FTN Financial October 2007 - October 2008
First Horizon National Corporation November 2005 - October 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Banking, Payroll, Account Reconciliation, Federal Funding, commercial loans, Brokerage, Wire Transfers, Notary, Healthcare Reimbursement, Medical Coding, General Ledger, Expense Reports, Forfeiture, Leasing
Education
Dyersburg State Community College
General Office Occupations and Clerical Services
Billy Thoma Billy Thoma's FTN Financial Experience June 2013 - Present
Job SVP at FTN Financial
Industry Capital Markets
Experience
FTN Financial June 2013 - Present
TD Securities February 2010 - May 2013
Citigroup 2001 - 2008
Skills
Series 7, Fixed Income, Series 63, Bonds, Portfolio Management, Bloomberg, Capital Markets, Securities, Mutual Funds, Asset Managment, Investments
Education
Loyola University Maryland 1996 — 2000
Bachelor's, Communications
Chaminade High School 1992 — 1996
FTN Financial June 2013 - Present
TD Securities February 2010 - May 2013
Citigroup 2001 - 2008
Skills
Series 7, Fixed Income, Series 63, Bonds, Portfolio Management, Bloomberg, Capital Markets, Securities, Mutual Funds, Asset Managment, Investments
Education
Loyola University Maryland 1996 — 2000
Bachelor's, Communications
Chaminade High School 1992 — 1996
Robert Fockler Robert Fockler's FTN Financial Experience February 2002 - August 2006
Job President at Community Foundation of Greater Memphis
Industry Philanthropy
Experience
Community Foundation of Greater Memphis August 2006 - Present
FTN Financial February 2002 - August 2006
Morgan Keegan December 1984 - February 2002
Union Planters Bank June 1982 - December 1984
Education
Princeton University 1977 — 1981
A.B., History
Community Foundation of Greater Memphis August 2006 - Present
FTN Financial February 2002 - August 2006
Morgan Keegan December 1984 - February 2002
Union Planters Bank June 1982 - December 1984
Education
Princeton University 1977 — 1981
A.B., History
Janet McCraw's FTN Financial Experience October 2014 - Present
Job Telecommunications Manager at FTN Financial
Industry Telecommunications
Experience
FTN Financial October 2014 - Present
AT&T March 1999 - September 2014
Cummins Engine Company May 1994 - March 1999
Skills
Cisco Call Manager, Avaya, VoIP, Telecommunications, Project Management, Cisco Certified, CCNA, Telephony, MPLS, LAN-WAN, Routing, Unified Communications, IP, Customer Satisfaction
Education
Christian Brothers University
B.S, Business Administration
Memphis Catholic High School
High School Diploma
University of Alabama
FTN Financial October 2014 - Present
AT&T March 1999 - September 2014
Cummins Engine Company May 1994 - March 1999
Skills
Cisco Call Manager, Avaya, VoIP, Telecommunications, Project Management, Cisco Certified, CCNA, Telephony, MPLS, LAN-WAN, Routing, Unified Communications, IP, Customer Satisfaction
Education
Christian Brothers University
B.S, Business Administration
Memphis Catholic High School
High School Diploma
University of Alabama
ALBERT LANGSTON ALBERT LANGSTON's FTN Financial Experience CEO and DirectorThe Colors of Gospel2011 - Present
Job OPERATIONS SUPPORT ANALYST at FTN Financial
Industry Banking
Experience
FTN Financial CEO and DirectorThe Colors of Gospel2011 - Present
Sacred Heart Southern Missions 1995 - 2000
Skills
Leadership, Customer Service, Training, Management, Project Management, Program Management, Microsoft Office, Team Building, Derivatives, Banking, Risk Management, Financial Analysis, Portfolio Management, Business Analysis, Equities, Investments, Microsoft Excel, Process Improvement, Coaching, Financial Risk, Access, Marketing, Operations Management, Strategic Planning, Public Speaking, Fundraising, Nonprofits, Budgets, Research, Leadership Development, PowerPoint
Education
The University of Memphis 2013 — 2013
PMP Certification, Project Management
The University of Memphis 1976 — 1978
Masters of Education, Elementary Education and Teaching
LeMoyne-Owen College 1971 — 1976
Bachelor of Science (B.S.), Biology/Biological Sciences, General
FTN Financial CEO and DirectorThe Colors of Gospel2011 - Present
Sacred Heart Southern Missions 1995 - 2000
Skills
Leadership, Customer Service, Training, Management, Project Management, Program Management, Microsoft Office, Team Building, Derivatives, Banking, Risk Management, Financial Analysis, Portfolio Management, Business Analysis, Equities, Investments, Microsoft Excel, Process Improvement, Coaching, Financial Risk, Access, Marketing, Operations Management, Strategic Planning, Public Speaking, Fundraising, Nonprofits, Budgets, Research, Leadership Development, PowerPoint
Education
The University of Memphis 2013 — 2013
PMP Certification, Project Management
The University of Memphis 1976 — 1978
Masters of Education, Elementary Education and Teaching
LeMoyne-Owen College 1971 — 1976
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Craig Vincent Craig Vincent's FTN Financial Experience April 2002 - Present
Job Systems Administrator at FTN Financial
Industry Information Technology and Services
Experience
FTN Financial April 2002 - Present
Studio Verso/Metrius.com 1999 - 2001
Genentech 1998 - 1999
Maxis/Electronic Arts 1997 - 1998
Skills
Technology Integration, Active Directory, Technical Support, Windows Server, Wireless Networking, Microsoft Exchange, Fedora, VoIP, Bloomberg, Mac OS, Network Administration, Windows, Financial Software...
Education
San Francisco State University 1997 — 1999
M.A., Education
University of California, Santa Barbara 1991 — 1995
BA, Black Studies, Political Science
De La Salle High School 1987 — 1991
FTN Financial April 2002 - Present
Studio Verso/Metrius.com 1999 - 2001
Genentech 1998 - 1999
Maxis/Electronic Arts 1997 - 1998
Skills
Technology Integration, Active Directory, Technical Support, Windows Server, Wireless Networking, Microsoft Exchange, Fedora, VoIP, Bloomberg, Mac OS, Network Administration, Windows, Financial Software...
Education
San Francisco State University 1997 — 1999
M.A., Education
University of California, Santa Barbara 1991 — 1995
BA, Black Studies, Political Science
De La Salle High School 1987 — 1991
SHERRI SCHWARTZ's FTN Financial Experience February 2013 - Present
Job Communications Specialist at FTN Financial
Industry Capital Markets
Experience
FTN Financial February 2013 - Present
ADS, Inc December 2008 - November 2012
George Mason University August 2007 - December 2008
Octagon January 2008 - June 2008
NBC4 Washington, DC August 2007 - December 2007
Skills
Marketing, Marketing Communications, Account Management, Press Releases, Business Development, New Business Development, Public Speaking, Media Relations, Marketing Strategy, Cold Calling, Competitive Analysis, CRM, Internal Communications, Key Account Development, Newsletters, Sales, Business Planning, Business Analysis, Strategic Communications, Business Communications, Logistics, Sourcing, Marketing Management, Communications Planning, Adobe Creative Suite, Business Strategy, Contract Negotiation, Trade Shows, Microsoft Office, Public Relations, Management, Team Leadership, Strategic Planning, Training, Sales Operations, Team Building, Budgets, Proposal Writing, Advertising, Project Planning, Program Management, Strategy, Leadership, Social Media, Time Management, Social Networking, Social Media Marketing, Customer Satisfaction, Market Research, Event Management
Education
George Mason University 2005 — 2008
BA-COMMUNICATIONS, Journalism and Public Relations, Minor- Business Administration
Franklin High School 2002 — 2005
Advanced Studies Diploma
FTN Financial February 2013 - Present
ADS, Inc December 2008 - November 2012
George Mason University August 2007 - December 2008
Octagon January 2008 - June 2008
NBC4 Washington, DC August 2007 - December 2007
Skills
Marketing, Marketing Communications, Account Management, Press Releases, Business Development, New Business Development, Public Speaking, Media Relations, Marketing Strategy, Cold Calling, Competitive Analysis, CRM, Internal Communications, Key Account Development, Newsletters, Sales, Business Planning, Business Analysis, Strategic Communications, Business Communications, Logistics, Sourcing, Marketing Management, Communications Planning, Adobe Creative Suite, Business Strategy, Contract Negotiation, Trade Shows, Microsoft Office, Public Relations, Management, Team Leadership, Strategic Planning, Training, Sales Operations, Team Building, Budgets, Proposal Writing, Advertising, Project Planning, Program Management, Strategy, Leadership, Social Media, Time Management, Social Networking, Social Media Marketing, Customer Satisfaction, Market Research, Event Management
Education
George Mason University 2005 — 2008
BA-COMMUNICATIONS, Journalism and Public Relations, Minor- Business Administration
Franklin High School 2002 — 2005
Advanced Studies Diploma
Jeffrey Skonhovd Jeffrey Skonhovd's FTN Financial Experience August 2013 - Present
Job Software Engineer at FTN Financial
Industry Capital Markets
Experience
FTN Financial August 2013 - Present
Asurion November 2011 - August 2013
Skills
Linux, C#, Python, Java, SQL, C++, Git, Algorithms, Machine Learning, Stochastic Calculus, Data Science, Numerical Analysis, CUDA, C, Scala, Julia, F#, SML, Pandas
Education
Georgia Institute of Technology 2014 — 2017
Master of Science (M.S.), Computer Science
The University of Memphis 2006 — 2011
BS, Computer and Electrical Engineering, Mathematics
FTN Financial August 2013 - Present
Asurion November 2011 - August 2013
Skills
Linux, C#, Python, Java, SQL, C++, Git, Algorithms, Machine Learning, Stochastic Calculus, Data Science, Numerical Analysis, CUDA, C, Scala, Julia, F#, SML, Pandas
Education
Georgia Institute of Technology 2014 — 2017
Master of Science (M.S.), Computer Science
The University of Memphis 2006 — 2011
BS, Computer and Electrical Engineering, Mathematics
Douglas Vaughn, CMA's FTN Financial Experience August 2007 - May 2009
Job Senior Analyst & Accountant
Industry Accounting
Experience
Self Employed September 2009 - Present
FTN Financial August 2007 - May 2009
AllTrans Co. LLC & SVAL LLC September 2000 - August 2007
Regions Financial September 1996 - February 2000
Leader Federal Bank for Savings March 1986 - September 1996
Education
Murray State University
BS, Business Administration
Self Employed September 2009 - Present
FTN Financial August 2007 - May 2009
AllTrans Co. LLC & SVAL LLC September 2000 - August 2007
Regions Financial September 1996 - February 2000
Leader Federal Bank for Savings March 1986 - September 1996
Education
Murray State University
BS, Business Administration
Caroline DeGoler's FTN Financial Experience June 2013 - Present
Job Sales Associate at FTN Financial
Industry Financial Services
Experience
FTN Financial June 2013 - Present
FTN Financial September 2010 - May 2013
Park Place November 2009 - May 2010
Education
The University of Kansas 2006 — 2010
Bachelor of Science, Journalism and Mass Communications, strategic communication; Leadership Studies minor
Collegi Major Universitari Sant Jordi
Language and Culture Studies
FTN Financial June 2013 - Present
FTN Financial September 2010 - May 2013
Park Place November 2009 - May 2010
Education
The University of Kansas 2006 — 2010
Bachelor of Science, Journalism and Mass Communications, strategic communication; Leadership Studies minor
Collegi Major Universitari Sant Jordi
Language and Culture Studies
Don Ritcheson Don Ritcheson's FTN Financial Experience August 2009 - Present
Job SVP of Finance at FTN Financial
Industry Capital Markets
Experience
FTN Financial August 2009 - Present
Wunderlich Securities June 2006 - August 2009
Skills
Financial Analysis, Financial Modeling, Capital Markets, Broker-Dealer, Investments, Corporate Finance, Securities, Fixed Income, Budgets, Mergers, Valuation, Management, Equities, Due Diligence, Series 7, Investment Banking, Bonds
Education
Arkansas State University 1988 — 1990
Bachelor’s Degree, Accounting
Christian Brothers University 1987 — 1988
FTN Financial August 2009 - Present
Wunderlich Securities June 2006 - August 2009
Skills
Financial Analysis, Financial Modeling, Capital Markets, Broker-Dealer, Investments, Corporate Finance, Securities, Fixed Income, Budgets, Mergers, Valuation, Management, Equities, Due Diligence, Series 7, Investment Banking, Bonds
Education
Arkansas State University 1988 — 1990
Bachelor’s Degree, Accounting
Christian Brothers University 1987 — 1988
Geetika Bansal Geetika Bansal's FTN Financial Experience 2002 - 2006
Job Senior Fixed Income Market Analyst at Duncan Williams, Inc
Industry Capital Markets
Experience
Duncan Williams August 2008 - Present
Countrywide Securities Corporation May 2006 - May 2008
FTN Financial 2002 - 2006
Skills
Fixed Income Analysis, Portfolio Management, Bloomberg, Fixed Income, Securities, Finance, Trading, Financial Risk
Education
The University of Memphis 2000 — 2002
MBA, International Business
Duncan Williams August 2008 - Present
Countrywide Securities Corporation May 2006 - May 2008
FTN Financial 2002 - 2006
Skills
Fixed Income Analysis, Portfolio Management, Bloomberg, Fixed Income, Securities, Finance, Trading, Financial Risk
Education
The University of Memphis 2000 — 2002
MBA, International Business
Brandon Byrd Brandon Byrd's FTN Financial Experience April 2015 - Present
Job Municipal Credit Analyst at FTN Financial
Industry Financial Services
Experience
FTN Financial April 2015 - Present
nexAir, LLC February 2012 - April 2015
The Shopping Center Group May 2011 - July 2011
Skills
Financial Analysis, Customer Service, Data Analysis, Forecasting, Management, Microsoft Excel, Microsoft Office, Sales, Strategic Planning, Team Building, Sales Management
Education
The University of Memphis 2012 — 2013
Master of Business Administration (M.B.A.)
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
FTN Financial April 2015 - Present
nexAir, LLC February 2012 - April 2015
The Shopping Center Group May 2011 - July 2011
Skills
Financial Analysis, Customer Service, Data Analysis, Forecasting, Management, Microsoft Excel, Microsoft Office, Sales, Strategic Planning, Team Building, Sales Management
Education
The University of Memphis 2012 — 2013
Master of Business Administration (M.B.A.)
University of Mississippi 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Cayla Bergman's FTN Financial Experience June 2010 - March 2011
Job Director Sales Operations
Industry Cosmetics
Experience
The Estée Lauder Companies Inc. January 2015 - Present
The Estée Lauder Companies Inc. March 2012 - December 2014
Hearst Magazines March 2011 - February 2012
Hearst Magazines March 2011 - February 2012
FTN Financial June 2010 - March 2011
Vanderbilt University Medical Center September 2009 - May 2010
Thomson Reuters June 2009 - August 2009
HOVEDTROPPERNE January 2009 - May 2009
Estee Lauder July 2008 - August 2008
Wachovia Securities Financial Network May 2008 - July 2008
Skills
Data Analysis, Social Media, Analysis, Marketing, CRM, Access, Sales, Microsoft Excel, Salesforce.com, PowerPoint, Analytics, Editing, Recruiting, Budgets
Education
Vanderbilt University 2006 — 2010
Arts and Science, Medicine, Health and Society; Financial Economics
Copenhagen Business School 2009 — 2009
Communication and Mass Media
The Estée Lauder Companies Inc. January 2015 - Present
The Estée Lauder Companies Inc. March 2012 - December 2014
Hearst Magazines March 2011 - February 2012
Hearst Magazines March 2011 - February 2012
FTN Financial June 2010 - March 2011
Vanderbilt University Medical Center September 2009 - May 2010
Thomson Reuters June 2009 - August 2009
HOVEDTROPPERNE January 2009 - May 2009
Estee Lauder July 2008 - August 2008
Wachovia Securities Financial Network May 2008 - July 2008
Skills
Data Analysis, Social Media, Analysis, Marketing, CRM, Access, Sales, Microsoft Excel, Salesforce.com, PowerPoint, Analytics, Editing, Recruiting, Budgets
Education
Vanderbilt University 2006 — 2010
Arts and Science, Medicine, Health and Society; Financial Economics
Copenhagen Business School 2009 — 2009
Communication and Mass Media
J. Shannon Scroggins J. Shannon Scroggins's FTN Financial Experience January 2001 - December 2003
Job President / CEO J & J Property Investments
Industry Banking
Experience
J & J Property Investments January 2007 - Present
Chambers Bank January 2006 - December 2007
US Bank January 2003 - December 2006
FTN Financial January 2001 - December 2003
First Security Bank January 2000 - December 2001
Regions Bank January 1996 - December 1999
Education
The University of Memphis 1990 — 1995
B.B.A., Accounting and Finance
J & J Property Investments January 2007 - Present
Chambers Bank January 2006 - December 2007
US Bank January 2003 - December 2006
FTN Financial January 2001 - December 2003
First Security Bank January 2000 - December 2001
Regions Bank January 1996 - December 1999
Education
The University of Memphis 1990 — 1995
B.B.A., Accounting and Finance
Tabitha Ottiwell's FTN Financial Experience May 2001 - July 2008
Job MUSC
Industry Hospital & Health Care
Experience
Medical University of South Carolina May 2013 - Present
Medical University of South Carolina October 2012 - August 2013
Medical University of South Carolina (MUSC) August 2010 - October 2012
Kiawah Island Golf Resort 2008 - 2011
TEKsystems November 2009 - July 2010
SellMates November 2007 - October 2008
FTN Financial May 2001 - July 2008
Merrill Lynch June 1998 - May 2001
Crossmark June 1996 - June 1998
Skills
Excel, Access, Problem Solving, Accounting, Portfolio Management, Windows Server, Rightfax Server, IIS, Microsoft Excel, SQL, Management, Databases, Data Analysis, Training, Budgets, Troubleshooting, Outlook, Microsoft Exchange, Servers, Microsoft SQL Server, Software Documentation, Sales
Education
The University of Memphis 1997 — 2003
Bachelors, Business Administration
Medical University of South Carolina May 2013 - Present
Medical University of South Carolina October 2012 - August 2013
Medical University of South Carolina (MUSC) August 2010 - October 2012
Kiawah Island Golf Resort 2008 - 2011
TEKsystems November 2009 - July 2010
SellMates November 2007 - October 2008
FTN Financial May 2001 - July 2008
Merrill Lynch June 1998 - May 2001
Crossmark June 1996 - June 1998
Skills
Excel, Access, Problem Solving, Accounting, Portfolio Management, Windows Server, Rightfax Server, IIS, Microsoft Excel, SQL, Management, Databases, Data Analysis, Training, Budgets, Troubleshooting, Outlook, Microsoft Exchange, Servers, Microsoft SQL Server, Software Documentation, Sales
Education
The University of Memphis 1997 — 2003
Bachelors, Business Administration
Will Freebing Will Freebing's FTN Financial Experience October 2003 - November 2007
Job Assistant Complex Director at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services March 2014 - Present
UBS Financial Services October 2010 - February 2014
UBS Financial Services 2010 - June 2011
UBS Financial Services March 2008 - June 2009
FTN Financial October 2003 - November 2007
Fidelity Investments October 1989 - December 2002
PaineWebber 1985 - 1989
Education
The George Washington University - School of Business 1985 — 1988
M.B.A., Marketing
Arizona State University, W. P. Carey School of Business 1975 — 1978
B.S., Finance
UBS Financial Services March 2014 - Present
UBS Financial Services October 2010 - February 2014
UBS Financial Services 2010 - June 2011
UBS Financial Services March 2008 - June 2009
FTN Financial October 2003 - November 2007
Fidelity Investments October 1989 - December 2002
PaineWebber 1985 - 1989
Education
The George Washington University - School of Business 1985 — 1988
M.B.A., Marketing
Arizona State University, W. P. Carey School of Business 1975 — 1978
B.S., Finance
Craig Maurer Craig Maurer's FTN Financial Experience 2003 - 2004
Job Equity analyst focused on payments, payment technology, and all related topics
Industry Capital Markets
Experience
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
Autonomous Research LLP September 2014 - Present
CLSA March 2007 - August 2014
Fulcrum Global Partners 2004 - 2006
Midwest Research 2003 - 2004
FTN Financial 2003 - 2004
Putnam Lovell 1999 - 2003
Neuberger Berman 1997 - 1999
Skills
Capital Markets, Finance, Management, Bloomberg, Financial Modeling, Hedge Funds, Investments, Equities, Equity Research, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance
Syracuse University
Tracy Garrett Tracy Garrett's FTN Financial Experience December 2008 - August 2009
Job Proven Director | Helping Companies Translate Their Business Goals and Ideas to Operational Reality and Positive ROI
Industry Financial Services
Experience
Mizuho Securities USA Inc. November 2014 - Present
Nomura Securities April 2014 - October 2014
Nomura Securities August 2009 - April 2014
FTN Financial December 2008 - August 2009
UBS Investment Bank July 2003 - November 2008
UBS Investment Bank 2001 - 2003
Skills
Fixed Income, Bonds, Bloomberg, Hedge Funds, Derivatives, Structured Products, Securities, Series 7, Series 63, Customer-focused Service, Relationship Management, Long-term Customer..., Credit Risk, ABS, Trading Systems, Bloomberg Terminal, Market Data, Capital Markets
Education
Saint Peter's University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Mizuho Securities USA Inc. November 2014 - Present
Nomura Securities April 2014 - October 2014
Nomura Securities August 2009 - April 2014
FTN Financial December 2008 - August 2009
UBS Investment Bank July 2003 - November 2008
UBS Investment Bank 2001 - 2003
Skills
Fixed Income, Bonds, Bloomberg, Hedge Funds, Derivatives, Structured Products, Securities, Series 7, Series 63, Customer-focused Service, Relationship Management, Long-term Customer..., Credit Risk, ABS, Trading Systems, Bloomberg Terminal, Market Data, Capital Markets
Education
Saint Peter's University 1994 — 1999
Bachelor's degree, Business Administration and Management, General
Craig Estes's FTN Financial Experience March 2003 - Present
Job
Industry Investment Management
Experience
FTN Financial March 2003 - Present
Education
The University of Memphis 2006 — 2008
University of Alabama 1998 — 2001
FTN Financial March 2003 - Present
Education
The University of Memphis 2006 — 2008
University of Alabama 1998 — 2001
Bill Paine's FTN Financial Experience January 2005 - April 2006
Job Enterprise Sales at Cloudwords, Inc.
Industry Financial Services
Experience
Cloudwords, Inc. June 2015 - Present
Brownstone Investment Group February 2014 - May 2015
KGS-Alpha Capital Markets, L.P. February 2012 - January 2014
Wunderlich Securities September 2011 - February 2012
NestWorth Inc January 2011 - September 2011
MF Global October 2009 - January 2011
Stone & Youngberg April 2009 - October 2009
Braveco Ventures October 2008 - April 2009
Raub Brock Capital Management April 2006 - September 2008
FTN Financial January 2005 - April 2006
Skills
Investments, Portfolio Management, Fixed Income, Equities, Asset Management, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
Georgetown University 1986 — 1990
Tabor Academy 1982 — 1986
High School
Hollis
Cloudwords, Inc. June 2015 - Present
Brownstone Investment Group February 2014 - May 2015
KGS-Alpha Capital Markets, L.P. February 2012 - January 2014
Wunderlich Securities September 2011 - February 2012
NestWorth Inc January 2011 - September 2011
MF Global October 2009 - January 2011
Stone & Youngberg April 2009 - October 2009
Braveco Ventures October 2008 - April 2009
Raub Brock Capital Management April 2006 - September 2008
FTN Financial January 2005 - April 2006
Skills
Investments, Portfolio Management, Fixed Income, Equities, Asset Management, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Securities
Education
Georgetown University 1986 — 1990
Tabor Academy 1982 — 1986
High School
Hollis
Bob Costello's FTN Financial Experience January 1997 - July 2002
Job Managing Director at TransWestern Capital Advisors
Industry Financial Services
Experience
TransWestern Capital Advisors January 2009 - Present
Americans for Limited Government June 2008 - January 2009
Sam Adams Alliance November 2006 - June 2008
Robert Baird & Co May 2004 - August 2006
Social Security Choice.org July 2002 - May 2004
FTN Financial January 1997 - July 2002
LaSalle National Bank 1990 - 1997
LaSalle National Bank 1990 - 1997
Skills
Investments, Politics, Leadership, Nonprofits, Strategic Communications, Non-profits, Political Campaigns, Public Policy, Public Speaking, Bonds, Government, Public Relations, Risk Management, Political Consulting, Banking, Management, Fixed Income, Series 7, Portfolio Management, Private Equity
Education
Roosevelt University 2006 — 2009
MS, Accounting
The George Washington University 1972 — 1976
BA, Economics
TransWestern Capital Advisors January 2009 - Present
Americans for Limited Government June 2008 - January 2009
Sam Adams Alliance November 2006 - June 2008
Robert Baird & Co May 2004 - August 2006
Social Security Choice.org July 2002 - May 2004
FTN Financial January 1997 - July 2002
LaSalle National Bank 1990 - 1997
LaSalle National Bank 1990 - 1997
Skills
Investments, Politics, Leadership, Nonprofits, Strategic Communications, Non-profits, Political Campaigns, Public Policy, Public Speaking, Bonds, Government, Public Relations, Risk Management, Political Consulting, Banking, Management, Fixed Income, Series 7, Portfolio Management, Private Equity
Education
Roosevelt University 2006 — 2009
MS, Accounting
The George Washington University 1972 — 1976
BA, Economics
Marilee James's FTN Financial Experience April 2002 - March 2007
Job director at Oppenheimer & Co.
Industry Banking
Experience
Oppenheimer & Co. September 2009 - Present
ftn financial April 2002 - March 2007
alex brown 1996 - 1999
alex brown 1990 - 1996
Skills
Fixed Income
Education
Rutgers University-New Brunswick
ba, economics
Oppenheimer & Co. September 2009 - Present
ftn financial April 2002 - March 2007
alex brown 1996 - 1999
alex brown 1990 - 1996
Skills
Fixed Income
Education
Rutgers University-New Brunswick
ba, economics
Katherine Russell's FTN Financial Experience September 2002 - Present
Job Senior Vice President at FTN Financial
Industry Capital Markets
Experience
FTN Financial September 2002 - Present
Education
Millsaps College 1997 — 2002
FTN Financial September 2002 - Present
Education
Millsaps College 1997 — 2002
Dan Campbell's FTN Financial Experience 2005 - 2007
Job Account Executive at IP.com
Industry Financial Services
Experience
IP.com 2014 - Present
Susquehanna International Group, LLP (SIG) 2011 - 2014
Kellogg Partners 2008 - 2011
FTN Financial 2005 - 2007
Goldman Sachs 2000 - 2005
Spear Leads and Kellogg 1999 - 2000
Education
Georgetown University 1995 — 1999
University College Dublin 1998 — 1998
Junior Year Study Abroad
Chaminade High School 1991 — 1995
IP.com 2014 - Present
Susquehanna International Group, LLP (SIG) 2011 - 2014
Kellogg Partners 2008 - 2011
FTN Financial 2005 - 2007
Goldman Sachs 2000 - 2005
Spear Leads and Kellogg 1999 - 2000
Education
Georgetown University 1995 — 1999
University College Dublin 1998 — 1998
Junior Year Study Abroad
Chaminade High School 1991 — 1995
Jeff Cantrell's FTN Financial Experience 2003 - 2003
Job Senior Director, Program Management at Corrections Corporation of America
Industry Information Technology and Services
Experience
Corrections Corporation of America August 2004 - Present
Linden Waldorf School 2008 - 2010
FTN Financial 2003 - 2003
Microsoft Corp 1996 - 2002
Deloitte 1998 - 1999
LanConnects, Inc. 1994 - 1996
Skills
Program Management, Excel, SharePoint, Security, SDLC
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance, Strategy
Belmont University 1991 — 1994
BBA, Accounting, Info Systems Mgmt
Corrections Corporation of America August 2004 - Present
Linden Waldorf School 2008 - 2010
FTN Financial 2003 - 2003
Microsoft Corp 1996 - 2002
Deloitte 1998 - 1999
LanConnects, Inc. 1994 - 1996
Skills
Program Management, Excel, SharePoint, Security, SDLC
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance, Strategy
Belmont University 1991 — 1994
BBA, Accounting, Info Systems Mgmt
Lisa Stumpf's FTN Financial Experience 2004 - 2006
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS June 2013 - Present
ICP Asset Management 2007 - 2012
FTN Financial 2004 - 2006
FTN Financial 2002 - 2004
Dime Savings Bank 2001 - 2002
Education
Hofstra University 1992 — 1999
Master of Business Administration (MBA), Finance, General
UBS June 2013 - Present
ICP Asset Management 2007 - 2012
FTN Financial 2004 - 2006
FTN Financial 2002 - 2004
Dime Savings Bank 2001 - 2002
Education
Hofstra University 1992 — 1999
Master of Business Administration (MBA), Finance, General
Sam Poser's FTN Financial Experience 2006 - 2007
Job Managing Director
Industry Research
Experience
Sterne Agee CRT June 2007 - Present
FTN Midwest Securities 2006 - 2007
FTN Financial 2006 - 2007
The Sports Authority June 2000 - February 2003
Champs Sports 1998 - 2000
Bloomingdales 1990 - 1996
Macy's West 1985 - 1990
Charivari-Shop 1982 - 1985
Charivari-Shop 1982 - 1985
Skills
Analysis
Education
Pitzer College 1983 — 1985
Bachelor's degree, political studies
Washington University in St. Louis 1979 — 1983
history
Fieldston 1976 — 1979
high school
city and country 1970 — 1973
Sterne Agee CRT June 2007 - Present
FTN Midwest Securities 2006 - 2007
FTN Financial 2006 - 2007
The Sports Authority June 2000 - February 2003
Champs Sports 1998 - 2000
Bloomingdales 1990 - 1996
Macy's West 1985 - 1990
Charivari-Shop 1982 - 1985
Charivari-Shop 1982 - 1985
Skills
Analysis
Education
Pitzer College 1983 — 1985
Bachelor's degree, political studies
Washington University in St. Louis 1979 — 1983
history
Fieldston 1976 — 1979
high school
city and country 1970 — 1973
Darren Woolford's FTN Financial Experience May 2002 - August 2003
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 1995 - Present
FTN Financial May 2002 - August 2003
Kidder Peabody & Company June 1992 - February 1995
Education
Adelphi University 1988 — 1992
Deutsche Bank March 1995 - Present
FTN Financial May 2002 - August 2003
Kidder Peabody & Company June 1992 - February 1995
Education
Adelphi University 1988 — 1992
Victoria Scheipers's FTN Financial Experience August 1998 - August 1999
Job Commercial Real Estate Evaluation Manager
Industry Banking
Experience
First Tennessee Bank August 2007 - Present
First Tennessee Bank April 2003 - August 2007
First Tennessee Bank May 2002 - April 2003
First Tennessee Bank February 2000 - May 2002
FTN Financial August 1998 - August 1999
First Tennessee Bank October 1991 - August 1998
SMPO Properties, Inc. September 1987 - September 1991
Skills
Credit, Banking, Real Estate, Underwriting, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Loan Origination, Mortgage Lending, Commercial Mortgages, Commercial Banking, Finance, Valuation, Credit Risk, Risk Management, Financial Modeling, Real Estate Economics, Due Diligence
Education
Principia College
Bachelor of Arts
First Tennessee Bank August 2007 - Present
First Tennessee Bank April 2003 - August 2007
First Tennessee Bank May 2002 - April 2003
First Tennessee Bank February 2000 - May 2002
FTN Financial August 1998 - August 1999
First Tennessee Bank October 1991 - August 1998
SMPO Properties, Inc. September 1987 - September 1991
Skills
Credit, Banking, Real Estate, Underwriting, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Loan Origination, Mortgage Lending, Commercial Mortgages, Commercial Banking, Finance, Valuation, Credit Risk, Risk Management, Financial Modeling, Real Estate Economics, Due Diligence
Education
Principia College
Bachelor of Arts
Chris Fienup's FTN Financial Experience January 2008 - August 2012
Job SVP, Trading Raymond James, SIMs
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Duncan Williams August 2012 - August 2014
FTN Financial January 2008 - August 2012
Echo Partners 2006 - 2008
FTN Financial 2003 - 2005
Skills
Capital Markets, Fixed Income, Derivatives, Trading, Financial Analysis, Interest Rate Risk..., Portfolio Management, Investments, Series 7, Financial Risk, Credit Analysis, Series 63, Bloomberg, Hedging, Equities, Bonds, Financial Modeling, Risk Management, Options, Securities
Education
The University of Memphis 2002 — 2003
Master's degree, Business Administration and Management, General
University of Mississippi 1998 — 2002
Bachelor's degree, Finance and Marketing
Raymond James Financial Inc. August 2014 - Present
Duncan Williams August 2012 - August 2014
FTN Financial January 2008 - August 2012
Echo Partners 2006 - 2008
FTN Financial 2003 - 2005
Skills
Capital Markets, Fixed Income, Derivatives, Trading, Financial Analysis, Interest Rate Risk..., Portfolio Management, Investments, Series 7, Financial Risk, Credit Analysis, Series 63, Bloomberg, Hedging, Equities, Bonds, Financial Modeling, Risk Management, Options, Securities
Education
The University of Memphis 2002 — 2003
Master's degree, Business Administration and Management, General
University of Mississippi 1998 — 2002
Bachelor's degree, Finance and Marketing
Jesse Pounders's FTN Financial Experience May 2001 - November 2005
Job Sr Lead Financial Analyst, Entergy Services Inc.
Industry Utilities
Experience
Entergy November 2014 - Present
Entergy June 2013 - November 2014
Entergy July 2007 - June 2013
Centennial Bank November 2005 - July 2007
FTN Financial May 2001 - November 2005
Skills
Risk Management, Financial Modeling, Analysis, Business Analysis, Financial Reporting, Microsoft Excel, Banking, Investments, Financial Risk, Supply Chain, Budgets, Microsoft Office, Financial Analysis, Project Management, Visio
Education
Christian Brothers University 2002 — 2005
MBA, Emphasis: Finance
University of Central Arkansas 1997 — 2001
BBA, Management Information Systems (MIS)
Entergy November 2014 - Present
Entergy June 2013 - November 2014
Entergy July 2007 - June 2013
Centennial Bank November 2005 - July 2007
FTN Financial May 2001 - November 2005
Skills
Risk Management, Financial Modeling, Analysis, Business Analysis, Financial Reporting, Microsoft Excel, Banking, Investments, Financial Risk, Supply Chain, Budgets, Microsoft Office, Financial Analysis, Project Management, Visio
Education
Christian Brothers University 2002 — 2005
MBA, Emphasis: Finance
University of Central Arkansas 1997 — 2001
BBA, Management Information Systems (MIS)
Kevin Padawer's FTN Financial Experience 2008 - Present
Job Vice President Capital Markets at FTN Financial
Industry Financial Services
Experience
FTN Financial 2008 - Present
Skills
Fixed Income, Capital Markets, Microsoft Office, Social Media, PowerPoint, Management, Investments, Portfolio Management, Microsoft Excel, Sales, Finance, Customer Service, Leadership
Education
The University of Kansas 2004 — 2008
Bachelor of Finance, Finance, General
CIMBA 2006 — 2007
Business
FTN Financial 2008 - Present
Skills
Fixed Income, Capital Markets, Microsoft Office, Social Media, PowerPoint, Management, Investments, Portfolio Management, Microsoft Excel, Sales, Finance, Customer Service, Leadership
Education
The University of Kansas 2004 — 2008
Bachelor of Finance, Finance, General
CIMBA 2006 — 2007
Business
Kathy LaFreniere's FTN Financial Experience April 2014 - Present
Job Manager at FTN Financial
Industry Banking
Experience
FTN Financial April 2014 - Present
Education
Eastern Illinois University 1980 — 1983
FTN Financial April 2014 - Present
Education
Eastern Illinois University 1980 — 1983
Brad Crawford, CFP®'s FTN Financial Experience January 2005 - June 2005
Job Senior Vice President at Diversified Trust
Industry Financial Services
Experience
Diversified Trust September 2008 - Present
Lenny's Sub Shop June 2005 - September 2008
FTN Financial January 2005 - June 2005
Skills
Investments, Wealth Management, Financial Analysis, Portfolio Management, Financial Modeling, Strategic Financial..., Fixed Income, Asset Managment
Education
New York University 2011 — 2012
Financial Planning, Financial Planning and Services
Haslam College of Business at the University of Tennessee 2003 — 2004
Master of Business Administration, Finance
University of Mississippi - School of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Banking and Finance
Diversified Trust September 2008 - Present
Lenny's Sub Shop June 2005 - September 2008
FTN Financial January 2005 - June 2005
Skills
Investments, Wealth Management, Financial Analysis, Portfolio Management, Financial Modeling, Strategic Financial..., Fixed Income, Asset Managment
Education
New York University 2011 — 2012
Financial Planning, Financial Planning and Services
Haslam College of Business at the University of Tennessee 2003 — 2004
Master of Business Administration, Finance
University of Mississippi - School of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Banking and Finance
Lashundra Garvin's FTN Financial Experience December 2002 - May 2008
Job SpecialistIt Service Mgmt, Information Technology at AT&T
Industry Information Services
Experience
AT&T November 2010 - Present
AT&T Mobility August 2008 - October 2010
FTN Financial December 2002 - May 2008
Jackson Hewitt 1995 - 2002
US Navy 1992 - 1995
Skills
Active Directory, Disaster Recovery, Help Desk Support, IT Service Management, Microsoft Excel, Outlook, SharePoint, Technical Support, Troubleshooting, Windows 7, Windows Server, VPN, System Administration, Computer Hardware, Visio, Management, Customer Service
Education
Bellevue University 2013 — 2015
Bachelor's degree, Project Management
Mississippi Valley State University 1990 — 1994
Bachlor, MIS
AT&T November 2010 - Present
AT&T Mobility August 2008 - October 2010
FTN Financial December 2002 - May 2008
Jackson Hewitt 1995 - 2002
US Navy 1992 - 1995
Skills
Active Directory, Disaster Recovery, Help Desk Support, IT Service Management, Microsoft Excel, Outlook, SharePoint, Technical Support, Troubleshooting, Windows 7, Windows Server, VPN, System Administration, Computer Hardware, Visio, Management, Customer Service
Education
Bellevue University 2013 — 2015
Bachelor's degree, Project Management
Mississippi Valley State University 1990 — 1994
Bachlor, MIS
Derek Quattrini's FTN Financial Experience May 2009 - Present
Job Institutional Sales at FTN Financial
Industry Capital Markets
Experience
FTN Financial May 2009 - Present
FTN Financial August 2006 - April 2009
Skills
Sales, Fixed Income, Institutional Sales
Education
Susquehanna University 2002 — 2006
FTN Financial May 2009 - Present
FTN Financial August 2006 - April 2009
Skills
Sales, Fixed Income, Institutional Sales
Education
Susquehanna University 2002 — 2006
Bridgette Adkins's FTN Financial Experience October 2005 - December 2006
Job Revenue Management Specialist Advisor
Industry Transportation/Trucking/Railroad
Experience
FedEx Services February 2008 - Present
FedEx Services March 2010 - August 2012
FedEx Services February 2008 - March 2010
First Tennessee Bank January 2007 - August 2007
FTN Financial October 2005 - December 2006
Benchmark Realtors June 2001 - December 2006
FTN Financial February 2002 - October 2005
City of Memphis August 2000 - May 2001
Education
Webster University
Master of Business Administration (MBA), Business Administration and Management, General
Christian Brothers University
Bachelor of Business Administration (BBA), Marketing
Shelby State Community College
Associate of Science (AS), Business Administration and Management, General
FedEx Services February 2008 - Present
FedEx Services March 2010 - August 2012
FedEx Services February 2008 - March 2010
First Tennessee Bank January 2007 - August 2007
FTN Financial October 2005 - December 2006
Benchmark Realtors June 2001 - December 2006
FTN Financial February 2002 - October 2005
City of Memphis August 2000 - May 2001
Education
Webster University
Master of Business Administration (MBA), Business Administration and Management, General
Christian Brothers University
Bachelor of Business Administration (BBA), Marketing
Shelby State Community College
Associate of Science (AS), Business Administration and Management, General
William M. Quinn, CFA's FTN Financial Experience January 2006 - Present
Job Trader at FTN Financial
Industry Financial Services
Experience
FTN Financial January 2006 - Present
Skills
Excel, Strategic Planning, Customer Relations, Financial Analysis, Financial Modeling, CFA, Fixed Income, Capital Markets, Derivatives, Investments, Series 7
Education
Haslam College of Business at the University of Tennessee 2000 — 2004
B.S., Accounting, Finance
FTN Financial January 2006 - Present
Skills
Excel, Strategic Planning, Customer Relations, Financial Analysis, Financial Modeling, CFA, Fixed Income, Capital Markets, Derivatives, Investments, Series 7
Education
Haslam College of Business at the University of Tennessee 2000 — 2004
B.S., Accounting, Finance
Eric Ricky Quick's FTN Financial Experience January 1998 - October 2011
Job Director Suntrust Capital Markets
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2011 - Present
RQW Automotive Services LLC / Express Oil and Service Franchisee April 2014 - Present
FTN Financial January 1998 - October 2011
Education
Florida State University 1989 — 1994
Florida State University - College of Business 1989 — 1994
SunTrust Robinson Humphrey October 2011 - Present
RQW Automotive Services LLC / Express Oil and Service Franchisee April 2014 - Present
FTN Financial January 1998 - October 2011
Education
Florida State University 1989 — 1994
Florida State University - College of Business 1989 — 1994
Michael Onyon's FTN Financial Experience June 2009 - June 2010
Job Sales Director, Corporate Accounts at Applied Systems
Industry Financial Services
Experience
Applied Systems September 2014 - Present
Corvil October 2013 - September 2014
Applied Systems 2010 - 2013
FTN Financial June 2009 - June 2010
Natixis Seurities August 2004 - June 2009
Skills
Enterprise Software..., Equity Derivatives, Electronic Trading, Derivatives, Hedge Funds, Series 7, Equities, Trading, Fixed Income, Capital Markets, Series 63, Options, Financial Markets, Securities
Education
Hartwick College 1996 — 2000
Bachelor of Science (B.S.), Finance & Accounting
Applied Systems September 2014 - Present
Corvil October 2013 - September 2014
Applied Systems 2010 - 2013
FTN Financial June 2009 - June 2010
Natixis Seurities August 2004 - June 2009
Skills
Enterprise Software..., Equity Derivatives, Electronic Trading, Derivatives, Hedge Funds, Series 7, Equities, Trading, Fixed Income, Capital Markets, Series 63, Options, Financial Markets, Securities
Education
Hartwick College 1996 — 2000
Bachelor of Science (B.S.), Finance & Accounting
William Buck's FTN Financial Experience October 2005 - Present
Job SVP, Head of Operations
Industry Financial Services
Experience
Verus Consulting Group LLC November 2008 - Present
FTN Financial October 2005 - Present
Wells Fargo 2001 - 2005
Financial Industry Technical Services 1999 - 2001
McDonald Investments 1997 - 1999
KeyBank 1994 - 1997
Skills
Securities, Fixed Income, Capital Markets, Series 7, Derivatives, Equities, Risk Management, Trading, Portfolio Management, Mutual Funds, Asset Managment, Banking, FINOP, Series 53
Education
The University of Akron 1989 — 1994
B.S.
Verus Consulting Group LLC November 2008 - Present
FTN Financial October 2005 - Present
Wells Fargo 2001 - 2005
Financial Industry Technical Services 1999 - 2001
McDonald Investments 1997 - 1999
KeyBank 1994 - 1997
Skills
Securities, Fixed Income, Capital Markets, Series 7, Derivatives, Equities, Risk Management, Trading, Portfolio Management, Mutual Funds, Asset Managment, Banking, FINOP, Series 53
Education
The University of Akron 1989 — 1994
B.S.
Clint Bray's FTN Financial Experience March 2003 - Present
Job Senior Software Engineer at FTN Financial
Industry Information Technology and Services
Experience
FTN Financial March 2003 - Present
Stance and Chamber Corporation April 2011 - Present
Mid-South EV Club March 2014 - Present
Self-Employed January 1998 - Present
Union Planters Bank January 1999 - March 2003
Skills
.NET, Web Development, ASP.NET, Microsoft Office, Active Directory, Java, Graphic Design, Marketing Strategy, Creative Services, Business Strategy, Strategic Planning, IT Management, Project Management, SQL Server, JavaScript, Access, HTML, Programming, Graphic Arts, C++, SQL, Visual Basic, XML, User Interface Design, Windows, CSS, PHP, MySQL, C#, AJAX, Visio, jQuery, E-commerce, SDLC, Business Analysis, Web Services, ASP, Flex, Software Development, Problem Solving, DHTML, Application Development, Integration, Web Applications, Databases, Visual Studio, ActionScript, MS Project, Microsoft SQL Server, Business Intelligence
Education
The University of Memphis
BBA, Management Information Systems
FTN Financial March 2003 - Present
Stance and Chamber Corporation April 2011 - Present
Mid-South EV Club March 2014 - Present
Self-Employed January 1998 - Present
Union Planters Bank January 1999 - March 2003
Skills
.NET, Web Development, ASP.NET, Microsoft Office, Active Directory, Java, Graphic Design, Marketing Strategy, Creative Services, Business Strategy, Strategic Planning, IT Management, Project Management, SQL Server, JavaScript, Access, HTML, Programming, Graphic Arts, C++, SQL, Visual Basic, XML, User Interface Design, Windows, CSS, PHP, MySQL, C#, AJAX, Visio, jQuery, E-commerce, SDLC, Business Analysis, Web Services, ASP, Flex, Software Development, Problem Solving, DHTML, Application Development, Integration, Web Applications, Databases, Visual Studio, ActionScript, MS Project, Microsoft SQL Server, Business Intelligence
Education
The University of Memphis
BBA, Management Information Systems
Pamela McGirr's FTN Financial Experience April 2009 - September 2013
Job Institutional Mortgage Sales at Jefferies & Co
Industry Financial Services
Experience
FTN Financial April 2009 - September 2013
Citigroup 1994 - 2008
Skills
Securities, Strategic Planning, Investments, Fixed Income, Bloomberg, Financial Services, Equities
Education
New England College 1982 — 1986
Bachelor of Science (BS), Communication, General
FTN Financial April 2009 - September 2013
Citigroup 1994 - 2008
Skills
Securities, Strategic Planning, Investments, Fixed Income, Bloomberg, Financial Services, Equities
Education
New England College 1982 — 1986
Bachelor of Science (BS), Communication, General
Matt Peterman's FTN Financial Experience May 2014 - Present
Job Senior Vice President at FTN Financial
Industry Financial Services
Experience
FTN Financial May 2014 - Present
FTN Financial April 2007 - May 2014
Morgan Keegan October 1996 - March 2007
Skills
Fixed Income, Structured Finance, Fixed Income Analysis, Series 7, Capital Markets, Series 63, Bloomberg, Investments, Financial Analysis, Bonds
Education
Christian Brothers University 1992 — 1996
B.S., Econ/Finance
FTN Financial May 2014 - Present
FTN Financial April 2007 - May 2014
Morgan Keegan October 1996 - March 2007
Skills
Fixed Income, Structured Finance, Fixed Income Analysis, Series 7, Capital Markets, Series 63, Bloomberg, Investments, Financial Analysis, Bonds
Education
Christian Brothers University 1992 — 1996
B.S., Econ/Finance
Chip Walker's FTN Financial Experience 2007 - 2008
Job Vice President of Compliance Programs at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage May 2015 - Present
Fannie Mae April 2012 - April 2015
Fannie Mae May 2010 - April 2012
Fannie Mae 2009 - May 2010
MarketSphere Consulting 2008 - 2008
FTN Financial 2007 - 2008
Morgan Keegan 2007 - 2007
Morgan Keegan 2005 - 2007
Skills
Risk Management, Portfolio Management, Financial Risk, Loss Mitigation, Vendor Management, Business Analysis, Strategy, Management, Analysis, Mortgage Servicing, Financial Modeling, Financial Analysis, Budgets, Banking, Credit, Loans, Analytics, Investments, Loan Servicing, Mortgage Lending, Credit Risk, Asset Management, Change Management, Default, Valuation, Department Budgeting, Budget Process, Business Process..., Business Requirements, Fixed Income, Asset Managment, Operations Management, Workflow, Profit/Loss..., Process Improvement, Financial Services, Finance, Mortgage Banking, Project Management, Leadership, Due Diligence, Credit Analysis, Professional Ethics, Non-profit..., Quality Assurance, Fixed Income Portfolio..., Performance Management, Program Management
Education
The University of Texas at Dallas - School of Management 2009 — 2011
MS, Accounting & Information Management
The University of Memphis 2005 — 2007
MBA, Business - Finance & Accounting
University of Missouri-Columbia 1999 — 2004
BA, Political Science & Economics
Nationstar Mortgage May 2015 - Present
Fannie Mae April 2012 - April 2015
Fannie Mae May 2010 - April 2012
Fannie Mae 2009 - May 2010
MarketSphere Consulting 2008 - 2008
FTN Financial 2007 - 2008
Morgan Keegan 2007 - 2007
Morgan Keegan 2005 - 2007
Skills
Risk Management, Portfolio Management, Financial Risk, Loss Mitigation, Vendor Management, Business Analysis, Strategy, Management, Analysis, Mortgage Servicing, Financial Modeling, Financial Analysis, Budgets, Banking, Credit, Loans, Analytics, Investments, Loan Servicing, Mortgage Lending, Credit Risk, Asset Management, Change Management, Default, Valuation, Department Budgeting, Budget Process, Business Process..., Business Requirements, Fixed Income, Asset Managment, Operations Management, Workflow, Profit/Loss..., Process Improvement, Financial Services, Finance, Mortgage Banking, Project Management, Leadership, Due Diligence, Credit Analysis, Professional Ethics, Non-profit..., Quality Assurance, Fixed Income Portfolio..., Performance Management, Program Management
Education
The University of Texas at Dallas - School of Management 2009 — 2011
MS, Accounting & Information Management
The University of Memphis 2005 — 2007
MBA, Business - Finance & Accounting
University of Missouri-Columbia 1999 — 2004
BA, Political Science & Economics
Thomas Wittschen's FTN Financial Experience June 2004 - September 2009
Job Director High Yield Trading & Sales at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Janney Montgomery Scott LLC October 2013 - Present
Stifel Nicolaus September 2009 - July 2013
FTN Financial June 2004 - September 2009
BMO Capital Markets 1996 - June 2004
Chase Manhattan Bank 1994 - 1996
McDonald & Co Cleveland Ohio 1992 - 1994
Carroll McEntee 1991 - 1992
Deutsche Bank 1988 - 1991
Thomson McKinnon 1983 - 1988
Asiel & Co 1982 - 1983
Skills
Bonds, Trading, Investments, Equities, Portfolio Management, Fixed Income, Series 7, Capital Markets, Investment Banking, Risk Management, High Yield, Asset Management, Hedge Funds, Alternative Investments, Derivatives, Structured Products, Bloomberg, Securities, Valuation, Financial Markets, Series 63, Electronic Trading, Structured Finance, Equity Trading, FINRA, Options, Credit Derivatives, Mutual Funds, Asset Allocation, Trading Systems, Equity Research, Private Equity, Proprietary Trading, Investment Strategies, Emerging Markets, MBS, CDS, Series 24, Wealth Management, FX Options, ETFs, Private Placements, Equity Derivatives, Financial Structuring, Securitization, Investment Advisory, ABS, Market Making, Hedging, Technical Analysis
Education
New York Institute of Technology 1976 — 1978
BS, Architecture
State University of New York at Farmingdale 1974 — 1976
AAS, Construction Technology
Blaise McDermott's FTN Financial Experience 2003 - 2011
Job Corporate Actions Agent, Specialty Brokerage Operations at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
FTN Financial 2003 - 2011
Morgan Stanley 1999 - 2000
Skills
Series 7, Fixed Income, Securities, Series 63, Bloomberg, Capital Markets, Equities, Trading, Bonds, Portfolio Management, Investments, Options, Derivatives, Asset Management, Financial Markets, FINRA, Electronic Trading, Financial Modeling, Sales
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Biology
Vanguard 2011 - Present
FTN Financial 2003 - 2011
Morgan Stanley 1999 - 2000
Skills
Series 7, Fixed Income, Securities, Series 63, Bloomberg, Capital Markets, Equities, Trading, Bonds, Portfolio Management, Investments, Options, Derivatives, Asset Management, Financial Markets, FINRA, Electronic Trading, Financial Modeling, Sales
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Biology
Dale Stover's FTN Financial Experience 2010 - July 2014
Job Institutional Investment and Balance Sheet Management
Industry Banking
Experience
Raymond James Strategic Investment Management Services July 2014 - Present
FTN Financial 2010 - July 2014
Bank of Bartlett 2008 - 2010
First Horizon National Corporation 1997 - 2008
Skills
Fixed Income, Investments, ALM, Derivatives, Asset Management, Series 7, Series 63, Bonds
Education
The University of Memphis 1989 — 1995
MBA, Finance
Raymond James Strategic Investment Management Services July 2014 - Present
FTN Financial 2010 - July 2014
Bank of Bartlett 2008 - 2010
First Horizon National Corporation 1997 - 2008
Skills
Fixed Income, Investments, ALM, Derivatives, Asset Management, Series 7, Series 63, Bonds
Education
The University of Memphis 1989 — 1995
MBA, Finance
Billy Maclin's FTN Financial Experience December 2003 - Present
Job Senior Network Engineer at FTN Financial
Industry Information Technology and Services
Experience
FTN Financial December 2003 - Present
Union Planters June 1995 - November 2003
Regions Financial Corporation 1995 - 2003
Union Planters Bank 1995 - 2003
Skills
Firewalls, Cisco Technologies, Routing, VPN, BGP, Networking, Network Administration, Network Security, Active Directory, Frame Relay, Switching, VoIP, Switches, EIGRP, IPS, Routers, Disaster Recovery, IDS, Cisco, Configuration Management, hoot 'n' holler..., DMVPN, Netflow, Policy Based Routing, forward and reverse..., McAfee Foundstone, Microsoft Forefront TMG, Cisco ACS Server -..., MRTG, Palo Alto enterprise..., Liebert NForm, GlobalProtect VPN, Microsoft Network..., Kiwi CatTools, Kiwi Syslog
Education
State Technical Institute at Memphis 1984 — 1986
Information Technology
The University of Memphis 1982 — 1984
FTN Financial December 2003 - Present
Union Planters June 1995 - November 2003
Regions Financial Corporation 1995 - 2003
Union Planters Bank 1995 - 2003
Skills
Firewalls, Cisco Technologies, Routing, VPN, BGP, Networking, Network Administration, Network Security, Active Directory, Frame Relay, Switching, VoIP, Switches, EIGRP, IPS, Routers, Disaster Recovery, IDS, Cisco, Configuration Management, hoot 'n' holler..., DMVPN, Netflow, Policy Based Routing, forward and reverse..., McAfee Foundstone, Microsoft Forefront TMG, Cisco ACS Server -..., MRTG, Palo Alto enterprise..., Liebert NForm, GlobalProtect VPN, Microsoft Network..., Kiwi CatTools, Kiwi Syslog
Education
State Technical Institute at Memphis 1984 — 1986
Information Technology
The University of Memphis 1982 — 1984
Larry Pike, CFA's FTN Financial Experience November 2011 - July 2012
Job
Industry Financial Services
Experience
FTN Financial November 2011 - July 2012
Cohen and Company April 2009 - April 2011
Deutsche Bank Securities 1999 - 2008
Nomura Securities 1993 - 1998
Skills
ABS, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, High Yield, Investment Banking, Investment Strategies, Investments, MBS, Mortgage Lending, Portfolio Management, Real Estate, Securities, Structured Products, Trading, Valuation, Mutual Funds, Strategic Financial..., Financial Advisory, Options, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MBA
Skidmore College 1982 — 1986
BA
FTN Financial November 2011 - July 2012
Cohen and Company April 2009 - April 2011
Deutsche Bank Securities 1999 - 2008
Nomura Securities 1993 - 1998
Skills
ABS, Alternative Investments, Asset Managment, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Markets, Financial Services, Fixed Income, Hedge Funds, High Yield, Investment Banking, Investment Strategies, Investments, MBS, Mortgage Lending, Portfolio Management, Real Estate, Securities, Structured Products, Trading, Valuation, Mutual Funds, Strategic Financial..., Financial Advisory, Options, Sales
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MBA
Skidmore College 1982 — 1986
BA
John Tarsha's FTN Financial Experience November 2002 - August 2004
Job Chief Investment Officer at Kingsmoor Capital
Industry Investment Banking
Experience
Kingsmoor Capital November 2008 - Present
JP Morgan Securities August 2004 - September 2008
FTN Financial November 2002 - August 2004
Banc of America Securities, Inc. April 1994 - October 2002
Continental Bank June 1983 - April 1994
Education
The George Washington University - School of Business 1981 — 1983
MBA, International finance and marketing
University of Toledo 1977 — 1981
BBA, Finance and marketing
Kingsmoor Capital November 2008 - Present
JP Morgan Securities August 2004 - September 2008
FTN Financial November 2002 - August 2004
Banc of America Securities, Inc. April 1994 - October 2002
Continental Bank June 1983 - April 1994
Education
The George Washington University - School of Business 1981 — 1983
MBA, International finance and marketing
University of Toledo 1977 — 1981
BBA, Finance and marketing
Richard Wooten's FTN Financial Experience June 2009 - August 2009
Job Experienced Business Professional
Industry Medical Devices
Experience
Amerit Fleet Solutions May 2014 - Present
Stryker September 2012 - January 2014
Stryker August 2011 - September 2012
Stryker June 2010 - August 2011
TrakLok August 2009 - November 2009
FTN Financial June 2009 - August 2009
Strategic Financial Partners June 2008 - August 2008
Carty & Co. Bond, Inc August 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Leadership, Business Strategy, Marketing, Sales, Research, Data Analysis, Process Improvement, Change Management, Staff Development, Project Management, Recruiting, Strategic Planning, Cross-functional Team..., International Relations, Business Development, Self-starter, Relationship Management, Building Relationships, Success Driven, Competitive, Collaborative Problem..., Positivity, Lean Thinking, Positive Can-do Attitude, Positive Team Player, Investments
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
MBA, Finance
Haslam College of Business at the University of Tennessee 2004 — 2008
BA, Finance & International Business
Amerit Fleet Solutions May 2014 - Present
Stryker September 2012 - January 2014
Stryker August 2011 - September 2012
Stryker June 2010 - August 2011
TrakLok August 2009 - November 2009
FTN Financial June 2009 - August 2009
Strategic Financial Partners June 2008 - August 2008
Carty & Co. Bond, Inc August 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Strategy, Leadership, Business Strategy, Marketing, Sales, Research, Data Analysis, Process Improvement, Change Management, Staff Development, Project Management, Recruiting, Strategic Planning, Cross-functional Team..., International Relations, Business Development, Self-starter, Relationship Management, Building Relationships, Success Driven, Competitive, Collaborative Problem..., Positivity, Lean Thinking, Positive Can-do Attitude, Positive Team Player, Investments
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
MBA, Finance
Haslam College of Business at the University of Tennessee 2004 — 2008
BA, Finance & International Business
Jim Selberg's FTN Financial Experience December 1997 - December 2000
Job Commercial Aircraft Leasing and Trading
Industry Aviation & Aerospace
Experience
Alpha Aviation Partners LLC November 2012 - Present
Velos Aviation, LLC May 2012 - Present
Intrepid Aviation Management, LLC August 2006 - April 2012
Intrepid Aviation Partners Group, LLC January 2001 - August 2006
FTN Financial December 1997 - December 2000
Resource Capital January 1994 - December 1997
FTN Financial 1988 - 1991
UMIC Mortgage 1986 - 1988
Skills
Financial Modeling, Aircraft Leasing, Aircraft Finance, Financial Analysis, Aviation, Strategic Planning, Contract Negotiation, Business Strategy, Analysis, Structured Finance, Aircraft, Airlines, Valuation, New Business Development, Negotiation, Capital Markets, Transaction Management, Asset Based Finance, Risk Management, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Structuring, Restructuring, Project Finance, Private Equity, Asset Management, Portfolio Management, Corporate Development, International Business, Cross-border..., Fixed Income, Aircraft Maintenance, Investments, Investment Banking, Leveraged Finance, Acquisitions, Executive Management, Venture Capital, Investor Relations, Strategic Financial...
Education
Washington University in St. Louis - Olin Business School 1984 — 1986
MBA, Finance
The University of Memphis 1979 — 1983
BBA, Economics
Alpha Aviation Partners LLC November 2012 - Present
Velos Aviation, LLC May 2012 - Present
Intrepid Aviation Management, LLC August 2006 - April 2012
Intrepid Aviation Partners Group, LLC January 2001 - August 2006
FTN Financial December 1997 - December 2000
Resource Capital January 1994 - December 1997
FTN Financial 1988 - 1991
UMIC Mortgage 1986 - 1988
Skills
Financial Modeling, Aircraft Leasing, Aircraft Finance, Financial Analysis, Aviation, Strategic Planning, Contract Negotiation, Business Strategy, Analysis, Structured Finance, Aircraft, Airlines, Valuation, New Business Development, Negotiation, Capital Markets, Transaction Management, Asset Based Finance, Risk Management, Mergers & Acquisitions, Due Diligence, Corporate Finance, Financial Structuring, Restructuring, Project Finance, Private Equity, Asset Management, Portfolio Management, Corporate Development, International Business, Cross-border..., Fixed Income, Aircraft Maintenance, Investments, Investment Banking, Leveraged Finance, Acquisitions, Executive Management, Venture Capital, Investor Relations, Strategic Financial...
Education
Washington University in St. Louis - Olin Business School 1984 — 1986
MBA, Finance
The University of Memphis 1979 — 1983
BBA, Economics
Melissa Holland's FTN Financial Experience 2003 - 2004
Job Division Finance Manager
Industry Consumer Services
Experience
TruGreen October 2013 - Present
ServiceMaster July 2011 - October 2013
Accredo Health September 2008 - July 2011
Alltel September 2006 - September 2008
L'Oréal January 2004 - January 2006
FTN Financial 2003 - 2004
Skills
Access, Accounting, Analysis, Budgets, Business Analysis, Business Process..., Capital Budgeting, Cross-functional Team..., Data Analysis, Essbase, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Income Statement, Leadership, Management, Microsoft Excel, Operations Management, P&L Management, Portfolio Management, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Variance Analysis, Vendor Management, Visio
Education
Arkansas State University 1999 — 2003
Bachelor of Science (B.S.), Corporate Finance
TruGreen October 2013 - Present
ServiceMaster July 2011 - October 2013
Accredo Health September 2008 - July 2011
Alltel September 2006 - September 2008
L'Oréal January 2004 - January 2006
FTN Financial 2003 - 2004
Skills
Access, Accounting, Analysis, Budgets, Business Analysis, Business Process..., Capital Budgeting, Cross-functional Team..., Data Analysis, Essbase, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Income Statement, Leadership, Management, Microsoft Excel, Operations Management, P&L Management, Portfolio Management, Process Improvement, Sarbanes-Oxley, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Variance Analysis, Vendor Management, Visio
Education
Arkansas State University 1999 — 2003
Bachelor of Science (B.S.), Corporate Finance
Barry Sherman's FTN Financial Experience February 2012 - June 2012
Job Executive Director Fixed Income Sales at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
Benjamin Millard's FTN Financial Experience April 2013 - Present
Job Senior Credit Strategist at FTN Financial
Industry Financial Services
Experience
FTN Financial April 2013 - Present
Ascend Worldwide July 2012 - January 2013
Moodys Investor Services August 2005 - July 2012
Arbinet February 2002 - July 2005
Priority Telecom March 2000 - October 2001
Education
Boston College
B.A., Economics
Tufts University
M.A., Economics
FTN Financial April 2013 - Present
Ascend Worldwide July 2012 - January 2013
Moodys Investor Services August 2005 - July 2012
Arbinet February 2002 - July 2005
Priority Telecom March 2000 - October 2001
Education
Boston College
B.A., Economics
Tufts University
M.A., Economics
Eugene Bledsoe, CFA, FRM's FTN Financial Experience May 2006 - Present
Job Vice President at FTN Financial
Industry Capital Markets
Experience
FTN Financial May 2006 - Present
Morgan Keegan & Company 2004 - 2005
Skills
Series 7, Series 63
Education
The University of Memphis
MBA, Fogelman College of Buisness and Economics
CFA
FRM
FRM, Financial Risk Manager
University of Georgia - Terry College of Business
BBA, Economics
Memphis University School
Boys Preparatory School
FTN Financial May 2006 - Present
Morgan Keegan & Company 2004 - 2005
Skills
Series 7, Series 63
Education
The University of Memphis
MBA, Fogelman College of Buisness and Economics
CFA
FRM
FRM, Financial Risk Manager
University of Georgia - Terry College of Business
BBA, Economics
Memphis University School
Boys Preparatory School
Jake Bojin Liu's FTN Financial Experience 2010 - 2013
Job ICG Debt Sales at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank 2013 - Present
FTN Financial 2010 - 2013
Global Atlantic Partners LLC 2009 - 2010
China Everbright Bank 2006 - 2008
Skills
Fixed Income, Foreign Exchange, Sales, Trading, Multilingual, Multicultural, Diversity, Series 7, Series 63, Mathematics, Financial Analysis, Investments, Derivatives, Investment Banking, Financial Modeling, Bloomberg, Financial Markets, Corporate Finance, Capital Markets
Education
Instituto de Empresa 2009 — 2009
Brandeis University 2008 — 2009
MSc
Imperial College London 2003 — 2006
BSc
St. Edmund's College (Ware, Hertfordshire) 2001 — 2003
A-Levels
Deutsche Bank 2013 - Present
FTN Financial 2010 - 2013
Global Atlantic Partners LLC 2009 - 2010
China Everbright Bank 2006 - 2008
Skills
Fixed Income, Foreign Exchange, Sales, Trading, Multilingual, Multicultural, Diversity, Series 7, Series 63, Mathematics, Financial Analysis, Investments, Derivatives, Investment Banking, Financial Modeling, Bloomberg, Financial Markets, Corporate Finance, Capital Markets
Education
Instituto de Empresa 2009 — 2009
Brandeis University 2008 — 2009
MSc
Imperial College London 2003 — 2006
BSc
St. Edmund's College (Ware, Hertfordshire) 2001 — 2003
A-Levels
Clyde Nelson's FTN Financial Experience 2009 - 2013
Job ICAP
Industry Financial Services
Experience
ICAP April 2015 - Present
FTN Financial 2009 - 2013
Bank of America 2003 - 2009
CS First Boston 1999 - 2002
Santander Investment Securities 1996 - 1998
CS First Boston 1988 - 1995
Skills
Management, Options, Structured Finance, Financial Risk, Banking, Funding, Sales Management, Credit Analysis, Sales, Leadership, Solution Focused, Strategic Planning
Education
University of North Carolina School of Law 1981 — 1984
Juris Doctor (J.D.)
North Carolina State University 1977 — 1981
Bachelor of Science (BS), Industrial Engineering
New York State Attorney
licensed attorney since 1985
ICAP April 2015 - Present
FTN Financial 2009 - 2013
Bank of America 2003 - 2009
CS First Boston 1999 - 2002
Santander Investment Securities 1996 - 1998
CS First Boston 1988 - 1995
Skills
Management, Options, Structured Finance, Financial Risk, Banking, Funding, Sales Management, Credit Analysis, Sales, Leadership, Solution Focused, Strategic Planning
Education
University of North Carolina School of Law 1981 — 1984
Juris Doctor (J.D.)
North Carolina State University 1977 — 1981
Bachelor of Science (BS), Industrial Engineering
New York State Attorney
licensed attorney since 1985
William McCloy's FTN Financial Experience May 2010 - Present
Job Trading desk at FTN Financial
Industry Capital Markets
Experience
FTN Financial May 2010 - Present
Education
Bucknell University
FTN Financial May 2010 - Present
Education
Bucknell University
Cristine Amorello's FTN Financial Experience January 2005 - April 2010
Job Incapital
Industry Financial Services
Experience
Incapital October 2011 - Present
Susquehanna International Group April 2010 - June 2011
FTN Financial January 2005 - April 2010
SLK 2001 - 2005
G.X. Clarke August 1989 - March 2001
Skills
Bloomberg, Bonds, Capital Markets, Fixed Income, Institutional Sales, Sales, Securities, Series 63, Series 7
Education
City University of New York
B.S, Economics, Business
Incapital October 2011 - Present
Susquehanna International Group April 2010 - June 2011
FTN Financial January 2005 - April 2010
SLK 2001 - 2005
G.X. Clarke August 1989 - March 2001
Skills
Bloomberg, Bonds, Capital Markets, Fixed Income, Institutional Sales, Sales, Securities, Series 63, Series 7
Education
City University of New York
B.S, Economics, Business
Christopher Hannon's FTN Financial Experience January 2005 - September 2009
Job High Yield Sales, BBVA Securities, Inc.
Industry Capital Markets
Experience
Canaccord Genuity Inc. October 2013 - April 2015
BBVA Securities 2015 - 2015
Stife Nicolaus & Co. September 2009 - July 2013
FTN Financial January 2005 - September 2009
Spear Leeds & Kellogg May 1998 - January 2005
Skills
Hedge Funds, Series 63, Equities, Investments, Fixed Income, Bloomberg, Bonds, Capital Markets, Securities, Trading, Electronic Trading, Alternative Investments, Derivatives, Series 24, Equity Research, Equity Derivatives, Trading Systems, Proprietary Trading
Education
Fordham University 1988 — 1992
B.A.
Canaccord Genuity Inc. October 2013 - April 2015
BBVA Securities 2015 - 2015
Stife Nicolaus & Co. September 2009 - July 2013
FTN Financial January 2005 - September 2009
Spear Leeds & Kellogg May 1998 - January 2005
Skills
Hedge Funds, Series 63, Equities, Investments, Fixed Income, Bloomberg, Bonds, Capital Markets, Securities, Trading, Electronic Trading, Alternative Investments, Derivatives, Series 24, Equity Research, Equity Derivatives, Trading Systems, Proprietary Trading
Education
Fordham University 1988 — 1992
B.A.
Duffy Ross's FTN Financial Experience 2004 - 2009
Job Principal and CoFounder at Broadreach Staffing Solutions
Industry Staffing and Recruiting
Experience
Broadreach Staffing Solutions October 2013 - Present
Alfstad Capital LLC August 2011 - October 2013
Susquehanna International Group February 2010 - January 2011
FTN Financial 2004 - 2009
Goldman Sachs January 2002 - December 2004
Spear, Leeds and Kellogg May 1999 - January 2002
Morgan Stanley 1996 - 1999
Chase Securities (UK) Ltd 1993 - 1996
Skills
Investments, Securities, Series 63, Series 7, Hedge Funds, Fixed Income, Bonds, Bloomberg, Electronic Trading
Education
Hobart and William Smith Colleges 1988 — 1992
B.A., History
Broadreach Staffing Solutions October 2013 - Present
Alfstad Capital LLC August 2011 - October 2013
Susquehanna International Group February 2010 - January 2011
FTN Financial 2004 - 2009
Goldman Sachs January 2002 - December 2004
Spear, Leeds and Kellogg May 1999 - January 2002
Morgan Stanley 1996 - 1999
Chase Securities (UK) Ltd 1993 - 1996
Skills
Investments, Securities, Series 63, Series 7, Hedge Funds, Fixed Income, Bonds, Bloomberg, Electronic Trading
Education
Hobart and William Smith Colleges 1988 — 1992
B.A., History
Paul Chartier, CFA's FTN Financial Experience 2009 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
Chartier Redevelopment Group January 2008 - Present
HSBC 2013 - Present
Merrill Lynch 2012 - 2013
FTN Financial 2009 - 2010
Dresdner Kleinwort / Wachovia 2004 - 2008
UBS Securities LLC 2000 - 2003
BT Alex Brown 1998 - 2000
Bear Stearns 1996 - 1997
Skills
Equities, Derivatives, Asset Management, Prime Brokerage, Hedge Funds, Options, Financial Services, Finance, Equity Research, Credit, Start-ups, Accounting, Fixed Income, Management, Alternative Investments, Securities, Series 7, Capital Markets, Investment Banking, Electronic Trading, Trading, Bloomberg, Series 63, Portfolio Management
Education
Fordham University 2011 — 2013
MSCi, Computer and InformationScience
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting
Bergen Catholic High School 1988 — 1991
High School
Dan Abkemeier's FTN Financial Experience 2002 - 2003
Job Series 7 Series 63 Series 24
Industry Investment Management
Experience
stifel nicolaus February 2013 - Present
Stifel Nicolaus 2006 - February 2013
Commerce Bank October 2005 - May 2006
RBC Capital Markets 2003 - 2005
FTN Financial 2002 - 2003
A.G. Edwards & Sons, Inc. 1984 - 2002
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Investments, Bloomberg, Trading, Series 63
Education
St. Mary's University 1980 — 1984
Bachelor of Science (BS), Finance, General
stifel nicolaus February 2013 - Present
Stifel Nicolaus 2006 - February 2013
Commerce Bank October 2005 - May 2006
RBC Capital Markets 2003 - 2005
FTN Financial 2002 - 2003
A.G. Edwards & Sons, Inc. 1984 - 2002
Skills
Series 7, Fixed Income, Capital Markets, Bonds, Investments, Bloomberg, Trading, Series 63
Education
St. Mary's University 1980 — 1984
Bachelor of Science (BS), Finance, General
Mei Li's FTN Financial Experience May 2012 - March 2014
Job Buyside Economist covering global large economies
Industry Capital Markets
Experience
FTN Financial May 2012 - March 2014
ZS Associates March 2011 - March 2012
Citigroup June 2010 - August 2010
China Construction Bank July 2008 - August 2008
Roland Berger Strategy Consultants January 2008 - February 2008
Skills
Excel, Access, Stata, Eviews, Bloomberg, Factset, Reuters, Valuation, Equity Capital Markets, Investments, Mandarin, Chinese, Cantonese, Portfolio Management, Emerging Markets, Entrepreneurship, Macroeconomics, FED, Treasury, R, MBS, Microsoft Excel, Series 7, Series 63
Education
National Tsing Hua University
Exchange Student
Sun Yat-Sen University
Bachelor with highest distinction
The Graduate Center, City University of New York
Doctor of Philosophy (Ph.D.)
University of Michigan
MS
University of Michigan - Stephen M. Ross School of Business
MS
Zhixin Middle School
High School
FTN Financial May 2012 - March 2014
ZS Associates March 2011 - March 2012
Citigroup June 2010 - August 2010
China Construction Bank July 2008 - August 2008
Roland Berger Strategy Consultants January 2008 - February 2008
Skills
Excel, Access, Stata, Eviews, Bloomberg, Factset, Reuters, Valuation, Equity Capital Markets, Investments, Mandarin, Chinese, Cantonese, Portfolio Management, Emerging Markets, Entrepreneurship, Macroeconomics, FED, Treasury, R, MBS, Microsoft Excel, Series 7, Series 63
Education
National Tsing Hua University
Exchange Student
Sun Yat-Sen University
Bachelor with highest distinction
The Graduate Center, City University of New York
Doctor of Philosophy (Ph.D.)
University of Michigan
MS
University of Michigan - Stephen M. Ross School of Business
MS
Zhixin Middle School
High School
Gwenette (Gwen) Bruce's FTN Financial Experience January 2009 - October 2014
Job Mortgage Consultant at Independent Contractor
Industry Banking
Experience
Self-Employed April 2001 - Present
FTN Financial January 2009 - October 2014
SolomonEdwards October 2011 - January 2013
Education
Southern Illinois University, Carbondale 1974 — 1977
General Studies
Self-Employed April 2001 - Present
FTN Financial January 2009 - October 2014
SolomonEdwards October 2011 - January 2013
Education
Southern Illinois University, Carbondale 1974 — 1977
General Studies
Bill English, CFA's FTN Financial Experience April 2002 - Present
Job SVP at FTN Financial
Industry Financial Services
Experience
FTN Financial April 2002 - Present
Pearl River Public Library 1990 - 2003
HSBC Securities (formerly Carroll McEntee and McGinley) August 1989 - April 2002
Thomson McKinnon January 1988 - July 1989
Citibank July 1986 - January 1988
Burlington Industries February 1979 - March 1986
Springs Industries 1986 - 1986
Skills
Equities, Investments, Sales, Fixed Income, Bonds, Portfolio Management, Capital Markets
Education
CFA Institute 1990 — 1993
CFA
Pace University - Lubin School of Business 1982 — 1985
MBA, Strategic Management
North Carolina State University 1974 — 1978
BS, Textiles
Virginia Episcopal School 1972 — 1974
Monroe High School 1970 — 1972
FTN Financial April 2002 - Present
Pearl River Public Library 1990 - 2003
HSBC Securities (formerly Carroll McEntee and McGinley) August 1989 - April 2002
Thomson McKinnon January 1988 - July 1989
Citibank July 1986 - January 1988
Burlington Industries February 1979 - March 1986
Springs Industries 1986 - 1986
Skills
Equities, Investments, Sales, Fixed Income, Bonds, Portfolio Management, Capital Markets
Education
CFA Institute 1990 — 1993
CFA
Pace University - Lubin School of Business 1982 — 1985
MBA, Strategic Management
North Carolina State University 1974 — 1978
BS, Textiles
Virginia Episcopal School 1972 — 1974
Monroe High School 1970 — 1972
Vincent Pietanza's FTN Financial Experience April 2013 - Present
Job Senior Vice President at FTN Financial
Industry Financial Services
Experience
FTN Financial April 2013 - Present
UBS Wealth Management September 2007 - March 2013
ABN AMRO Bank November 2001 - May 2007
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Business
FTN Financial April 2013 - Present
UBS Wealth Management September 2007 - March 2013
ABN AMRO Bank November 2001 - May 2007
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Business
Shawn Loftis's FTN Financial Experience May 2010 - Present
Job Storage Systems Administrator
Industry Information Technology and Services
Experience
FTN Financial May 2010 - Present
FTN Equity Capital Markets April 2003 - May 2010
Family Heritage Life Insurance (Contract) April 2002 - February 2003
InfoCision Management Corporation November 1995 - December 2001
Skills
Active Directory, Windows Server, Microsoft SQL Server, Network Administration, System Administration, IIS, SharePoint
Education
Kent State University at Trumbull 2000 — 2002
MCSE
FTN Financial May 2010 - Present
FTN Equity Capital Markets April 2003 - May 2010
Family Heritage Life Insurance (Contract) April 2002 - February 2003
InfoCision Management Corporation November 1995 - December 2001
Skills
Active Directory, Windows Server, Microsoft SQL Server, Network Administration, System Administration, IIS, SharePoint
Education
Kent State University at Trumbull 2000 — 2002
MCSE
Jameccia Winding's FTN Financial Experience October 2012 - Present
Job Financial Analyst II at FTN Financial
Industry Accounting
Experience
FTN Financial October 2012 - Present
Bank of Bartlett June 2010 - September 2012
FDIC June 2007 - September 2008
At Home February 2006 - February 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Banking, Microsoft Office, Customer Service, Accounting, Commercial Banking, Access, Dependable Team Player, Detail Oriented
Education
The University of Memphis 2011 — 2016
Master of Science (M.S.), Accounting
The University of Memphis 2005 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Southwest Tennessee Community College 2006 — 2010
Associate of Science (A.S.), Business Administration and Management, General
FTN Financial October 2012 - Present
Bank of Bartlett June 2010 - September 2012
FDIC June 2007 - September 2008
At Home February 2006 - February 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Banking, Microsoft Office, Customer Service, Accounting, Commercial Banking, Access, Dependable Team Player, Detail Oriented
Education
The University of Memphis 2011 — 2016
Master of Science (M.S.), Accounting
The University of Memphis 2005 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Southwest Tennessee Community College 2006 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Joshua Lonberger's FTN Financial Experience April 2004 - Present
Job Software Developer at FTN Financial
Industry Financial Services
Experience
FTN Financial April 2004 - Present
Skills
.NET, ASP.NET, Access, SQL Server, C#, VB.NET, Visual Studio, XML, Visual Basic, SQL, Software Development, IIS, Databases, Java, JavaScript, C++
Education
Oklahoma State University 2001 — 2003
AAS, Software
FTN Financial April 2004 - Present
Skills
.NET, ASP.NET, Access, SQL Server, C#, VB.NET, Visual Studio, XML, Visual Basic, SQL, Software Development, IIS, Databases, Java, JavaScript, C++
Education
Oklahoma State University 2001 — 2003
AAS, Software
David Wann's FTN Financial Experience September 2001 - April 2014
Job MIS Graduate Student at the University of Memphis
Industry Financial Services
Experience
FTN Financial September 2001 - April 2014
Arkansas Blue Cross Blue Shield 1994 - 1995
Skills
SDLC, Microsoft SQL Server, SQL, Microsoft Excel, Java, Software Development, Databases
Education
The University of Memphis 2014 — 2016
Master of Science in Business Administration, Management Information Systems
Arkansas State University 1990 — 1994
Bachelor's degree, Computer Information Systems
Paragould High School
Paragould High School
FTN Financial September 2001 - April 2014
Arkansas Blue Cross Blue Shield 1994 - 1995
Skills
SDLC, Microsoft SQL Server, SQL, Microsoft Excel, Java, Software Development, Databases
Education
The University of Memphis 2014 — 2016
Master of Science in Business Administration, Management Information Systems
Arkansas State University 1990 — 1994
Bachelor's degree, Computer Information Systems
Paragould High School
Paragould High School
D.L. Auxier's FTN Financial Experience August 2011 - June 2012
Job Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2012 - Present
FTN Financial August 2011 - June 2012
Morgan Keegan May 2005 - August 2011
FTN Financial December 2000 - May 2005
Ernst & Young June 1986 - September 2000
Skills
Financial Analysis, Financial Advisory, Financial Modeling, Financial Reporting, Structured Finance, Banking, Funding, Portfolio Management, Private Equity, Finance, Valuation, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Memphis 1980 — 1983
BBA, Accounting
Stifel Financial Corp. September 2012 - Present
FTN Financial August 2011 - June 2012
Morgan Keegan May 2005 - August 2011
FTN Financial December 2000 - May 2005
Ernst & Young June 1986 - September 2000
Skills
Financial Analysis, Financial Advisory, Financial Modeling, Financial Reporting, Structured Finance, Banking, Funding, Portfolio Management, Private Equity, Finance, Valuation, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Memphis 1980 — 1983
BBA, Accounting
William James Guilshan's FTN Financial Experience June 1991 - May 2011
Job Senior Vice President at IFS Securities
Industry Financial Services
Experience
IFS Securities October 2013 - Present
Cantor Fitzgerald May 2011 - October 2013
FTN Financial June 1991 - May 2011
Goldman Sachs October 2000 - February 2005
Spear Leeds & Kellogg August 1993 - October 2000
Sanwa BGK June 1991 - August 1993
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Bonds, Fixed Income, Investments, Portfolio Management, Institutional..., Institutional Sales, Institutional Selling, MBS, Institutional Securities
Education
King's College 1989 — 1991
Bachelor's degree
Saint Bonaventure University 1987 — 1989
IFS Securities October 2013 - Present
Cantor Fitzgerald May 2011 - October 2013
FTN Financial June 1991 - May 2011
Goldman Sachs October 2000 - February 2005
Spear Leeds & Kellogg August 1993 - October 2000
Sanwa BGK June 1991 - August 1993
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Alternative Investments, Electronic Trading, Equities, Bonds, Fixed Income, Investments, Portfolio Management, Institutional..., Institutional Sales, Institutional Selling, MBS, Institutional Securities
Education
King's College 1989 — 1991
Bachelor's degree
Saint Bonaventure University 1987 — 1989
Dennis Arvik, Ph.D.'s FTN Financial Experience August 2002 - November 2008
Job VP, Quant at Barclays
Industry Capital Markets
Experience
Barclays Investment Bank 2015 - Present
RBS Markets & International Banking 2013 - 2015
Deloitte 2011 - 2012
PricewaterhouseCoopers 2010 - 2011
AEGON 2008 - 2010
FTN Financial August 2002 - November 2008
Skills
Econometrics, Quantitative Finance, Structured Finance, Derivatives, Valuation, Securitization, Economic Research
Education
The University of Memphis
Ph.D., Economics
Barclays Investment Bank 2015 - Present
RBS Markets & International Banking 2013 - 2015
Deloitte 2011 - 2012
PricewaterhouseCoopers 2010 - 2011
AEGON 2008 - 2010
FTN Financial August 2002 - November 2008
Skills
Econometrics, Quantitative Finance, Structured Finance, Derivatives, Valuation, Securitization, Economic Research
Education
The University of Memphis
Ph.D., Economics
Harvard Winters's FTN Financial Experience 2002 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Winters Report 2008 - Present
HomeMVP Corp 2008 - 2008
Oppenheimer and Co., Inc. 2006 - 2007
Nomura Securities International Inc. 2005 - 2006
FTN Financial 2002 - 2004
J.P. Morgan 1996 - 2001
Merrill Lynch 1993 - 1996
Furman Selz 1989 - 1991
Morgan Stanley 1987 - 1989
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA)
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Archbishop Molloy High School
Archbishop Molloy High School
The Winters Report 2008 - Present
HomeMVP Corp 2008 - 2008
Oppenheimer and Co., Inc. 2006 - 2007
Nomura Securities International Inc. 2005 - 2006
FTN Financial 2002 - 2004
J.P. Morgan 1996 - 2001
Merrill Lynch 1993 - 1996
Furman Selz 1989 - 1991
Morgan Stanley 1987 - 1989
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA)
SUNY Albany 1984 — 1987
Bachelor of Science (BS), Economics
Archbishop Molloy High School
Archbishop Molloy High School
Jan Epstein's FTN Financial Experience January 1997 - Present
Job V.P. at FTN Financial
Industry Capital Markets
Experience
FTN Financial January 1997 - Present
National Bank of Commerce March 1992 - January 1997
Education
The University of Memphis
MA, English
FTN Financial January 1997 - Present
National Bank of Commerce March 1992 - January 1997
Education
The University of Memphis
MA, English
Jerry Solomon's FTN Financial Experience September 1990 - Present
Job Senior Vice President at FTN Financial
Industry Capital Markets
Experience
FTN Financial September 1990 - Present
Union Planters Investment Bankers Group October 1982 - September 1990
Ernst & Whinney June 1973 - October 1982
Education
Mississippi State University - College of Business and Industry 1971 — 1973
BS
FTN Financial September 1990 - Present
Union Planters Investment Bankers Group October 1982 - September 1990
Ernst & Whinney June 1973 - October 1982
Education
Mississippi State University - College of Business and Industry 1971 — 1973
BS
Addison Hanan's FTN Financial Experience October 2002 - Present
Job MD, National Sales Manager at Advisors Asset Management, Inc.
Industry Capital Markets
Experience
Advisors Asset Management, Inc. May 2015 - Present
FTN Financial October 2002 - Present
FTN Financial October 2002 - March 2013
Skills
Capital Markets, Equities, Series 7, Securities, Series 63, Hedge Funds, Trading, Bonds
Education
Boston University
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College
Bachelor of Arts (B.A.), Economics
Advisors Asset Management, Inc. May 2015 - Present
FTN Financial October 2002 - Present
FTN Financial October 2002 - March 2013
Skills
Capital Markets, Equities, Series 7, Securities, Series 63, Hedge Funds, Trading, Bonds
Education
Boston University
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College
Bachelor of Arts (B.A.), Economics
Callie Picardo's FTN Financial Experience June 2006 - July 2008
Job Senior Director of Development Operations at United Theological Seminary
Industry Financial Services
Experience
United Theological Seminary June 2015 - Present
Deep Roots Financial Coaching September 2010 - Present
National Christian Foundation October 2008 - May 2014
FTN Financial June 2006 - July 2008
Skills
Budgets, Non-profits, Philanthropy, Microsoft Office, Fundraising, Financial Analysis, Microsoft Excel, Marketing, Investments, Strategic Planning, Nonprofits, Event Planning, Community Outreach, Program Management, Customer Service, Leadership Development, Leadership, Entrepreneurship, Volunteer Management, Event Management, Small Business, Team Building, Public Speaking, Public Relations, Organizational...
Education
Rhodes College 2002 — 2006
Bachelor of Arts, Business Administration
Deerfield Academy 1999 — 2002
High school degree
United Theological Seminary June 2015 - Present
Deep Roots Financial Coaching September 2010 - Present
National Christian Foundation October 2008 - May 2014
FTN Financial June 2006 - July 2008
Skills
Budgets, Non-profits, Philanthropy, Microsoft Office, Fundraising, Financial Analysis, Microsoft Excel, Marketing, Investments, Strategic Planning, Nonprofits, Event Planning, Community Outreach, Program Management, Customer Service, Leadership Development, Leadership, Entrepreneurship, Volunteer Management, Event Management, Small Business, Team Building, Public Speaking, Public Relations, Organizational...
Education
Rhodes College 2002 — 2006
Bachelor of Arts, Business Administration
Deerfield Academy 1999 — 2002
High school degree
Bryant Bean's FTN Financial Experience February 2015 - Present
Job Portfolio Strategies Analyst at FTN Financial
Industry Capital Markets
Experience
FTN Financial February 2015 - Present
Renasant Bank April 2013 - January 2015
Renasant Bank June 2012 - March 2013
Skills
Banking, Credit Analysis, Commercial Banking, Credit, Loans, Financial Analysis, Small Business Lending, Credit Risk
Education
Mississippi State University - College of Business and Industry 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
FTN Financial February 2015 - Present
Renasant Bank April 2013 - January 2015
Renasant Bank June 2012 - March 2013
Skills
Banking, Credit Analysis, Commercial Banking, Credit, Loans, Financial Analysis, Small Business Lending, Credit Risk
Education
Mississippi State University - College of Business and Industry 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Robert Giannini's FTN Financial Experience April 2002 - September 2004
Job RVP at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
Pioneer Investments April 2012 - Present
Wells Fargo January 2005 - December 2006
FTN Financial April 2002 - September 2004
HSBC Securities October 1998 - April 2002
Skills
Series 7, Series 63, Investments, Equities, Bloomberg, Capital Markets, Fixed Income, Bond Markets, Mutual Funds, Client Relations Skills, Securities, Sales, Hedge Funds
Education
Anderson School at UCLA 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Columbia University in the City of New York 1985 — 1989
Bachelor of Arts (BA), Economics
Maine South HS 1981 — 1985
Clayton Ellis's FTN Financial Experience October 2014 - Present
Job Financial Consultant at FTN Financial Portfolio Advisors
Industry Capital Markets
Experience
FTN Financial October 2014 - Present
FTN Financial November 2011 - October 2014
Carty & Company Inc February 2007 - November 2011
Skills
Fixed Income, Portfolio Management, Financial Analysis, Bloomberg, Capital Markets, Investment Banking, Microsoft Excel, Accounting, Investments, Finance, Valuation
Education
The University of Memphis 2001 — 2006
Bachelor's degree, Sport and Fitness Administration/Management
FTN Financial October 2014 - Present
FTN Financial November 2011 - October 2014
Carty & Company Inc February 2007 - November 2011
Skills
Fixed Income, Portfolio Management, Financial Analysis, Bloomberg, Capital Markets, Investment Banking, Microsoft Excel, Accounting, Investments, Finance, Valuation
Education
The University of Memphis 2001 — 2006
Bachelor's degree, Sport and Fitness Administration/Management
Robert Fine's FTN Financial Experience May 2015 - Present
Job Senior Vice President, FTN Financial
Industry Investment Banking
Experience
FTN Financial May 2015 - Present
BondFactor September 2009 - April 2015
Self Employed September 2007 - August 2009
J.P. Morgan August 2003 - August 2007
The PFM Group May 2000 - July 2003
Public Resources Advisory Group April 1999 - June 2000
EY February 1995 - February 1999
Goldman Sachs May 1989 - January 1995
Prudential Financial December 1985 - April 1989
Skills
Bonds, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Risk Management, Capital Markets, Investments, Valuation, Derivatives, Securities, Finance, Financial Structuring, Structured Finance, Portfolio Management, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
University of Iowa 1972 — 1975
Master of Arts (M.A.), Modern European History
Kenyon College 1967 — 1972
Bachelor of Arts (B.A.), History and Political Science
FTN Financial May 2015 - Present
BondFactor September 2009 - April 2015
Self Employed September 2007 - August 2009
J.P. Morgan August 2003 - August 2007
The PFM Group May 2000 - July 2003
Public Resources Advisory Group April 1999 - June 2000
EY February 1995 - February 1999
Goldman Sachs May 1989 - January 1995
Prudential Financial December 1985 - April 1989
Skills
Bonds, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Risk Management, Capital Markets, Investments, Valuation, Derivatives, Securities, Finance, Financial Structuring, Structured Finance, Portfolio Management, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
University of Iowa 1972 — 1975
Master of Arts (M.A.), Modern European History
Kenyon College 1967 — 1972
Bachelor of Arts (B.A.), History and Political Science
Alan Jankowski's FTN Financial Experience October 1998 - May 2014
Job Fixed Income bond trader
Industry Capital Markets
Experience
FTN Financial October 1998 - May 2014
Education
Christian Brothers University
FTN Financial October 1998 - May 2014
Education
Christian Brothers University
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
CLSA