Green Square Capital, LLC

Description

Address: 6075 Poplar Ave Suite 221, Memphis, TN 38119 Phone: (901) 259-6300Website: : : Hours: Category: Place name: : : : : Website: http://www.greensquarecap.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Green Square Capital Management LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Green Square Capital, LLC Employees

Employee
Years
Job
Industry
Elizabeth Carlisle Elizabeth Carlisle Greater Memphis Area Details
Elizabeth Carlisle's Green Square Capital, LLC Experience June 2013 - Present
Job Administrative Services Manager at Green Square Capital, LLC
Industry Financial Services
Experience
Green Square Capital, LLC   June 2013 - Present
Darrell Horn   August 2010 - June 2013
Green Square Capital   December 2012 - May 2013
University of Alabama Sales Program  September 2009 - May 2010
Knot Just A Bar   June 2009 - August 2009
Phoebe Sheets Professional Horse Training, Inc   May 2007 - August 2007

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Budgets, Public Speaking, Negotiation, Problem Solving, Schedule Control, Coordinating Events, Communication Skills, Event Planning

Education
University of Alabama   2006 — 2010
Bachelor's degree, Marketing

University of Alabama   2006 — 2010
Bachelor of Science, Commerce and Business Administration; Marketing; Sales

Randall Noel Randall Noel Dallas/Fort Worth Area Details
Randall Noel's Green Square Capital, LLC Experience July 2012 - February 2014
Job Associate at JP Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Chase  February 2014 - Present
Green Square Capital, LLC   July 2012 - February 2014
United States Attorney's Office  May 2011 - June 2011
Butler, Snow, O'Mara, Stevens and Cannada, PLLC   July 2010 - August 2010
United States District Court for the Western District of Tennessee  May 2010 - July 2010
Colossus Marketing Group   May 2009 - August 2009

Education
The University of Memphis—Cecil C. Humphreys School of Law   2009 — 2012

University of Mississippi - School of Business Administration   2005 — 2009
B.A., Managerial Finance & Real Estate

Rebecca Jolly Rebecca Jolly Greater Memphis Area Details
Rebecca Jolly's Green Square Capital, LLC Experience April 2015 - Present
Job Vice President, Investment Advisor at Green Square Capital, LLC
Industry Investment Management
Experience
Green Square Capital, LLC   April 2015 - Present
Green Square Capital, LLC   October 2013 - March 2015
Green Square Capital, LLC   December 2012 - October 2013
AutoZone  June 2011 - November 2012
The Hale Law Group, PLLC   March 2009 - June 2011
Counsel on Call  August 2008 - February 2009
BAR/BRI Bar Review  August 2006 - May 2008
United States Attorney's Office  January 2008 - April 2008
University of Mississippi  August 2007 - April 2008
Tannehill & Carmean, PLLC   August 2006 - April 2008

Skills
Corporate Law, Intellectual Property, Legal Issues, Bankruptcy, Legal Advice, Management, Research, Negotiation

Education
University of Mississippi School of Law   2005 — 2008
J.D., Law

Mississippi College   2000 — 2004
Bachelor of Science, Communication

Wesson High School

Alison Henneberger Alison Henneberger Memphis, Tennessee Details
Alison Henneberger's Green Square Capital, LLC Experience November 2009 - Present
Job Managing Director, Senior Investment Advisor at Green Square Capital, LLC
Industry Investment Management
Experience
Green Square Capital, LLC   November 2009 - Present
Dunavant Enterprises, Inc.   June 2001 - October 2009

Education
University of Missouri-Columbia   1997 — 2001
Bachelor of Science, Agricultural Economics

Dyersburg High School

Morgan Cox Morgan Cox Nashville, Tennessee Details
Morgan Cox's Green Square Capital, LLC Experience June 2013 - August 2013
Job at
Industry Financial Services
Experience
Fisher Brown Bottrell Insurance, Inc.   October 2015 - Present
Security Card Services, LLC  July 2014 - September 2015
Ole Miss MBA   October 2013 - July 2014
Green Square Capital, LLC   June 2013 - August 2013
Persnickety Home Accents   December 2005 - January 2013
Strong River Camp and Farm   June 2009 - June 2012
Security Holdings / Security Credit Services, LLC   August 2011 - November 2011

Skills
People-oriented, Team Leadership, Public Speaking, Organization, Customer Service, Social Media, Social Networking, Microsoft Word, Microsoft Excel, Salesforce.com, Sales, Team Building, Facebook, Customer Satisfaction

Education
University of Mississippi   2013 — 2014
Master of Business Administration (MBA)

University of Mississippi   2011 — 2013
Bachelor of Business Administration (BBA), Marketing

University of Alabama   2009 — 2011

Scott Hays Scott Hays Dallas, Texas Details
Scott Hays's Green Square Capital, LLC Experience May 2006 - August 2006
Job Quantitative Portfolio Manager at RiverFront Investment Group
Industry Financial Services
Experience
RiverFront Investment Group  July 2015 - Present
Analysis Group  September 2012 - June 2015
Avery Street Capital, LLC   September 2011 - December 2014
Carlson Capital, L.P.   June 2011 - August 2011
Analysis Group  August 2007 - July 2010
Green Square Capital, LLC   May 2006 - August 2006

Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Bloomberg, Quantitative Analytics, Equity Research, Business Valuation, Capital IQ, Emerging Markets, Investment Management, Investment Strategies, Quantitative Research, Quantitative Finance

Education
The University of Chicago - Booth School of Business   2010 — 2012
MBA, Analytic Finance and Econometrics/Statistics, High Honors (Top 5% of Class)

Millsaps College   2003 — 2007
BBA, Economics and Business Administration, Summa Cum Laude

Woodson C. Whitehead, CPA Woodson C. Whitehead, CPA Memphis, Tennessee Details
Woodson C. Whitehead, CPA's Green Square Capital, LLC Experience May 2013 - Present
Job Senior Investment Advisor at Green Square Capital
Industry Financial Services
Experience
Green Square Capital, LLC   May 2013 - Present
Credit Suisse  August 2010 - March 2013
Pittco Management LLC   July 2008 - August 2008
Deloitte  August 2005 - June 2008

Skills
CPA, Financial Modeling, M&A due diligence, Accounting, Debt Structuring, Equity Valuation, Credit Analysis, LBO, Debt, Due Diligence, Financial Analysis, Investment Banking, Valuation

Education
University of Virginia   2008 — 2010
Masters of Business Administration, Business

Southern Methodist University   2004 — 2005
Masters of Science Accounting, Accounting

Southern Methodist University   2000 — 2004
Bachelor of Business Administration, Accounting

Southern Methodist University   2000 — 2004
Bachelor of Arts, Economics

McCallie School   1996 — 2000
High School Diploma

Mary Elizabeth Humphreys Mary Elizabeth Humphreys Houston, Texas Area Details
Mary Elizabeth Humphreys's Green Square Capital, LLC Experience December 2007 - January 2008
Job HR Business M&A Analyst at Halliburton
Industry Human Resources
Experience
Halliburton  January 2014 - Present
Deloitte  January 2011 - November 2013
Deloitte  November 2009 - January 2011
Deloitte  June 2008 - August 2008
Green Square Capital, LLC   December 2007 - January 2008
Lehman Brothers  June 2007 - August 2007
Senator Bill Frist's Office   May 2005 - June 2005

Skills
Financial Analysis, Project Management, Data Analysis, Microsoft Excel, Accounting, Talent Management, Workshop Facilitation, Management Consulting, Strategic Planning, Budgets, Business Analysis, Team Leadership, PowerPoint, Process Improvement, Business Strategy, Performance Management, Public Speaking, Leadership, Change Management, Management, Training, Strategy, Consulting, Recruiting, Mergers & Acquisitions, Human Resources, Business Transformation

Education
University of Tennessee-Knoxville - College of Business Administration   2008 — 2009
Masters of Accountancy, Tax Accounting

University of Tennessee   2004 — 2008
Bachelor of Business Administration, Accounting (Magna Cum Laude)

Jeffrey Bates Jeffrey Bates Greater Nashville Area Details
Jeffrey Bates's Green Square Capital, LLC Experience October 2001 - November 2005
Job Managing Partner, Kings Point Capital
Industry Investment Management
Experience
Kings Point Capital   December 2005 - Present
Green Square Capital, LLC   October 2001 - November 2005
Goldman Sachs Private Wealth Management  August 1992 - October 2001

Skills
Investment Management, Portfolio Management, Wealth Management, Investments, Wealth

Education
Duke University - The Fuqua School of Business   1990 — 1992
MBA

Tufts University   1980 — 1984
BS, Computer Science

Meade Musgrave Meade Musgrave Greater Memphis Area Details
Meade Musgrave's Green Square Capital, LLC Experience January 2008 - June 2009
Job Senior Product Specialist at Medtronic Spinal & Biologics
Industry Medical Devices
Experience
Medtronic Spine & Biologics  November 2009 - July 2014
Green Square Capital LLC  January 2008 - June 2009
Medtronic Spine & Biologics  January 2006 - January 2008
Medtronic Spine & Biologics  January 2005 - January 2006
Intec  August 2001 - January 2005
E3 Corporation  June 1999 - August 2001
Fremont Financial Corporation  November 1998 - June 1999
Parker, Hudson, Rainer & Dobbs   January 1997 - May 1998

Skills
Marketing Communications, Targeted Advertising, Event Management, Marketing Strategy, CRM, Public Relations, Business Development, Marketing, Product Launch, Product Management, Product Marketing, Global Marketing, Product Forecasting, Product Positioning, Competitive Analysis, Competitive Marketing..., Medical Devices, Portfolio Management, Brand Development, Brand Management, Market Development, New & Emerging Markets, KOL development, KOL Identification, Pricing Strategy, Surgical Instruments, Operating Room, Management

Education
University of Mississippi   1992 — 1996

US Securities & Exchange Commission   2008 — 2008
Registered Investment Advisor Certification

National Center for Paralegal Training   1977 — 1997
Associate, Litigation, Corporate Finance

Salem Academy   1989 — 1992
Diploma, Summa cum Laude, High School

Christopher Prest Christopher Prest Greater Memphis Area Details
Christopher Prest's Green Square Capital, LLC Experience 2014 - Present
Job Managing Director at Green Square Capital, LLC
Industry Financial Services
Experience
Green Square Capital, LLC   2014 - Present
Green Square Capital, LLC   2009 - 2014
Green Square Capital, LLC   June 2004 - 2009

Skills
Financial Modeling, Asset Management, Financial Analysis, Options, Asset Allocation, Electronic Trading, Trading Systems, Equity Trading, Trading, Bloomberg, Equities, Series 7, Securities, Valuation, Alternative Investments, Capital Markets, Finance

Education
Southern Methodist University   2000 — 2004
BBA, Finance

Grace Keith Grace Keith Greater New York City Area Details
Grace Keith's Green Square Capital, LLC Experience January 2007 - May 2007
Job Director of Public Relations at Caliber Corporate Advisers | MBA
Industry Financial Services
Experience
Caliber Corporate Advisers   October 2014 - Present
Thomson Reuters  November 2012 - September 2014
OTC Markets Group  February 2011 - October 2012
OTC Markets Group Inc.   February 2010 - February 2011
Pink Sheets LLC   August 2007 - February 2010
Green Square Capital, LLC   January 2007 - May 2007

Skills
Securities, Corporate Communications, Internal Communications, Marketing Communications, Email Marketing, Financial Communications, Public Relations, Equities, Trading, Financial Markets, Derivatives, FX Options, Fixed Income, Finance, Commodity

Education
New York University, Stern School of Business   2011 — 2014
MBA

Rhodes College
B.A.

University of Oxford
European Studies Program

Roland Park Country School

Jim Cavin Jim Cavin Greater Memphis Area Details
Jim Cavin's Green Square Capital, LLC Experience 2005 - 2008
Job Investment Management Professional
Industry Investment Management
Experience
Retired CFO; CCO   October 2005 - December 2008
Green Square Capital, LLC   2005 - 2008

Skills
Financial Analysis, Strategic Financial..., Financial Modeling

Education
Mississippi State University   1959 — 1964
Bachelor's degree, Accounting