JC Bradford
Industry: Investment banking
DescriptionJ.C. Bradford & Co. was a Nashville-based investment banking and brokerage firm founded by James Cowdon Bradford Sr. in 1927. The firm was the first from Nashville to buy a seat on the New York Stock Exchange. Founder: James Cowdon Bradford Sr. Founded: 1927 Headquarters: Nashville, TN Number of employees: 2,400 Ceased operations: 2000
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JC Bradford Employees
Employee
Years
Job
Industry
Richard Reames Richard Reames's JC Bradford Experience April 1980 - January 1981
Job Branch Manager at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 1981 - Present
J.C Bradford April 1980 - January 1981
Second National Bank, Ashland January 1979 - March 1980
Education
Louis D. Brandeis School of Law at the University of Louisville 1977 — 1978
University of Louisville College of Business
BSC, Finance, General
Hilliard Lyons January 1981 - Present
J.C Bradford April 1980 - January 1981
Second National Bank, Ashland January 1979 - March 1980
Education
Louis D. Brandeis School of Law at the University of Louisville 1977 — 1978
University of Louisville College of Business
BSC, Finance, General
Sharon DeMarte's JC Bradford Experience December 1989 - June 1990
Job Branch Office Administrator with Edward Jones
Industry Financial Services
Experience
Edward Jones July 2008 - Present
ChaseHealthAdvance January 2012 - August 2012
STATE OF FLORIDA - DIVISION OF WORKERS' COMPENSATION January 2011 - June 2011
ARKANSAS DEPARTMENT OF LABOR September 1990 - May 2006
JC Bradford December 1989 - June 1990
COLLINS AND ASSOCIATES September 1983 - July 1984
STEPHENS, INC December 1982 - September 1983
Skills
Financial Statements, Customer Satisfaction, RMDS, Administrative..., Appointment Scheduling, Problem Solving, Proactive self-starter, Reliable, Time Management, Sales, Management, Accounting, Strategic Planning
Education
University of Central Arkansas 1976 — 1979
SHERIDAN HIGH SCHOOL 1973 — 1976
Edward Jones July 2008 - Present
ChaseHealthAdvance January 2012 - August 2012
STATE OF FLORIDA - DIVISION OF WORKERS' COMPENSATION January 2011 - June 2011
ARKANSAS DEPARTMENT OF LABOR September 1990 - May 2006
JC Bradford December 1989 - June 1990
COLLINS AND ASSOCIATES September 1983 - July 1984
STEPHENS, INC December 1982 - September 1983
Skills
Financial Statements, Customer Satisfaction, RMDS, Administrative..., Appointment Scheduling, Problem Solving, Proactive self-starter, Reliable, Time Management, Sales, Management, Accounting, Strategic Planning
Education
University of Central Arkansas 1976 — 1979
SHERIDAN HIGH SCHOOL 1973 — 1976
Janet A. Lemnell's JC Bradford Experience September 1997 - March 2000
Job Authorized Officer Client Onboarding Specialist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management September 2015 - Present
Cumberland Trust and Investment Company August 2014 - August 2015
Cumberland Trust & Investment Company July 2014 - August 2014
Cumberland Trust August 2013 - July 2014
UBS August 2007 - August 2013
UBS March 2000 - August 2007
JC Bradford September 1997 - March 2000
Skills
Micro Soft Office..., Organizing, Communicating, Series 7, Series 63, Uniform Combined State..., Training, Stocks, Finance, Internal Audit, Analysis, Analytical Skills, CRM, Employee Benefits, Leadership, Management, Customer Service, Asset, Risk Management, Financial Services
Education
Montana State University-Bozeman 1990 — 1993
Computer Science
UBS Wealth Management September 2015 - Present
Cumberland Trust and Investment Company August 2014 - August 2015
Cumberland Trust & Investment Company July 2014 - August 2014
Cumberland Trust August 2013 - July 2014
UBS August 2007 - August 2013
UBS March 2000 - August 2007
JC Bradford September 1997 - March 2000
Skills
Micro Soft Office..., Organizing, Communicating, Series 7, Series 63, Uniform Combined State..., Training, Stocks, Finance, Internal Audit, Analysis, Analytical Skills, CRM, Employee Benefits, Leadership, Management, Customer Service, Asset, Risk Management, Financial Services
Education
Montana State University-Bozeman 1990 — 1993
Computer Science
Skip Stone, CFA Skip Stone, CFA's JC Bradford Experience September 1994 - April 1997
Job First Vice President, Financial Advisor, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2001 - Present
Wachovia, A Wells Fargo Company April 1997 - January 2001
J.C. Bradford September 1994 - April 1997
Fortis Investments August 1992 - September 1994
US Senator Wyche Fowler May 1992 - August 1992
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Asset Management, Equities, Finance, Financial Services, Investment Advisory, Investment Strategies, Securities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Denison University 1988 — 1992
BA, Economics & English Literature
The American University of Paris 1991 — 1991
American University 1988 — 1988
The Groton School 1983 — 1988
Morgan Stanley Smith Barney January 2001 - Present
Wachovia, A Wells Fargo Company April 1997 - January 2001
J.C. Bradford September 1994 - April 1997
Fortis Investments August 1992 - September 1994
US Senator Wyche Fowler May 1992 - August 1992
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Asset Management, Equities, Finance, Financial Services, Investment Advisory, Investment Strategies, Securities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Denison University 1988 — 1992
BA, Economics & English Literature
The American University of Paris 1991 — 1991
American University 1988 — 1988
The Groton School 1983 — 1988
Kendall Turnage Kendall Turnage's JC Bradford Experience 1988 - 1990
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2008 - Present
A.G. Edwards & Sons, Inc. February 1990 - October 2008
J.C. Bradford 1988 - 1990
Howard Weil 1986 - 1988
Skills
Retirement Planning, Investment Management, IRAs, 401k, Equities, Fixed Income, Small Business, Retirement, Investment Advisory, Mutual Funds, College Education...
Education
University of Southern Mississippi 1983 — 1985
Bachelor of Science, Banking and Finance
Southwest Mississippi Community College 1981 — 1983
Associate's degree, General Studies
Wells Fargo Advisors, LLC October 2008 - Present
A.G. Edwards & Sons, Inc. February 1990 - October 2008
J.C. Bradford 1988 - 1990
Howard Weil 1986 - 1988
Skills
Retirement Planning, Investment Management, IRAs, 401k, Equities, Fixed Income, Small Business, Retirement, Investment Advisory, Mutual Funds, College Education...
Education
University of Southern Mississippi 1983 — 1985
Bachelor of Science, Banking and Finance
Southwest Mississippi Community College 1981 — 1983
Associate's degree, General Studies
Frank G. Morgan, CFA Frank G. Morgan, CFA's JC Bradford Experience June 1995 - May 2000
Job Managing Director/ Healthcare Services Equity Research at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2008 - Present
Jefferies & Company June 2000 - October 2008
J.C. Bradford June 1995 - May 2000
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Valuation, Financial Analysis, Equity Valuation, Hedge Funds, Due Diligence
Education
University of Alabama 1984 — 1986
Master of Business Administration (MBA)
University of Alabama 1978 — 1982
B.S., Microbiology
RBC Capital Markets November 2008 - Present
Jefferies & Company June 2000 - October 2008
J.C. Bradford June 1995 - May 2000
Skills
Equity Research, Equities, Investment Banking, Capital Markets, Valuation, Financial Analysis, Equity Valuation, Hedge Funds, Due Diligence
Education
University of Alabama 1984 — 1986
Master of Business Administration (MBA)
University of Alabama 1978 — 1982
B.S., Microbiology
Kimberly Murdock's JC Bradford Experience 1999 - 2002
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Williamson Medical Center 2003 - 2014
JC Bradford 1999 - 2002
JC Bradford 1999 - 2002
Education
Austin Peay State University
Bachelor of Business Administration (B.B.A.)
Williamson Medical Center 2003 - 2014
JC Bradford 1999 - 2002
JC Bradford 1999 - 2002
Education
Austin Peay State University
Bachelor of Business Administration (B.B.A.)
Paul Anderson, CFP® Paul Anderson, CFP®'s JC Bradford Experience 1993 - 2000
Job Managing Director & Senior Portfolio Manager with Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank 2006 - Present
UBS 2002 - 2005
Wachovia 2000 - 2002
J.C. Bradford 1993 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management
Education
Penn State University 1983 — 1987
BS, Economics
The Private Client Reserve of U.S. Bank 2006 - Present
UBS 2002 - 2005
Wachovia 2000 - 2002
J.C. Bradford 1993 - 2000
Skills
Investments, Asset Allocation, Portfolio Management, Wealth Management, Wealth Management..., Bonds, Fixed Income, Asset Managment, Investment Strategies, Private Banking, Strategic Financial..., Separately Managed..., Investment Management, Certified Financial..., High Net Worth..., Trust Services, Strategic Planning, Relationship Management, Cash Management, Family Office, ETFs, Wealth, Mutual Funds, Risk Management
Education
Penn State University 1983 — 1987
BS, Economics
Lynn Houston Lynn Houston's JC Bradford Experience September 1998 - July 2002
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2012 - Present
The Houston Group October 2008 - March 2012
Legg Mason August 2002 - October 2008
JC Bradford September 1998 - July 2002
RBC Wealth Management January 1986 - 1997
Skills
Commercial Lending, Asset Based Lending, Series 7, Credit, Wealth Management, Portfolio Management, High Net Worth..., Regional Managers
Education
Wharton Business School SIA 1991 — 1993
Securities Industry Institute, Securities Management
University of Houston 1964 — 1968
BBA, Accounting
Wunderlich Securities March 2012 - Present
The Houston Group October 2008 - March 2012
Legg Mason August 2002 - October 2008
JC Bradford September 1998 - July 2002
RBC Wealth Management January 1986 - 1997
Skills
Commercial Lending, Asset Based Lending, Series 7, Credit, Wealth Management, Portfolio Management, High Net Worth..., Regional Managers
Education
Wharton Business School SIA 1991 — 1993
Securities Industry Institute, Securities Management
University of Houston 1964 — 1968
BBA, Accounting
Jennifer McGuirk Jennifer McGuirk's JC Bradford Experience December 1988 - October 1989
Job Development
Industry Fund-Raising
Experience
Princeton University December 2013 - Present
Princeton University January 2013 - December 2013
Rider University November 2012 - January 2013
Coldwell Banker Residential Brokerage 2004 - 2011
Credit Suisse January 1996 - September 1996
Balentine & Company October 1989 - September 1993
JC Bradford December 1988 - October 1989
Stratfield Investment Management 1986 - 1988
Skills
Real Estate, Selling, Negotiation, Marketing, Customer Service, Sales, Real Estate Transactions, Investment Properties, Contract Negotiation, Microsoft Office, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Event Planning
Education
Union College 1982 — 1986
Bachelor of Science (BS), Biology, General
Medway High School, Medway, MA 1978 — 1982
Princeton University December 2013 - Present
Princeton University January 2013 - December 2013
Rider University November 2012 - January 2013
Coldwell Banker Residential Brokerage 2004 - 2011
Credit Suisse January 1996 - September 1996
Balentine & Company October 1989 - September 1993
JC Bradford December 1988 - October 1989
Stratfield Investment Management 1986 - 1988
Skills
Real Estate, Selling, Negotiation, Marketing, Customer Service, Sales, Real Estate Transactions, Investment Properties, Contract Negotiation, Microsoft Office, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Event Planning
Education
Union College 1982 — 1986
Bachelor of Science (BS), Biology, General
Medway High School, Medway, MA 1978 — 1982
Scott Abee Scott Abee's JC Bradford Experience April 1989 - August 2000
Job Senior V.P. Offering Investment & Risk Management
Industry Financial Services
Experience
Davenport & Company LLC May 2001 - Present
UBS Painewebber August 2000 - June 2001
JC Bradford April 1989 - August 2000
Carolina Securities September 1986 - April 1989
Skills
Securities, Account Management, Business Development, Capital Markets, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, New Business Development, Portfolio Management, Retirement Planning, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
Campbell University 1981 — 1986
BA Business / Trust Management Certificate, Trust Administration
Davenport & Company LLC May 2001 - Present
UBS Painewebber August 2000 - June 2001
JC Bradford April 1989 - August 2000
Carolina Securities September 1986 - April 1989
Skills
Securities, Account Management, Business Development, Capital Markets, FINRA, Finance, Financial Advisory, Financial Services, Investment Advisory, Investments, New Business Development, Portfolio Management, Retirement Planning, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
Campbell University 1981 — 1986
BA Business / Trust Management Certificate, Trust Administration
Robert Thym Robert Thym's JC Bradford Experience January 1997 - January 1999
Job Professor at Columbia State Community College
Industry Education Management
Experience
Columbia State Community College January 2010 - Present
Thym Tutors September 2006 - Present
Williamson County Recreation March 2011 - June 2013
Wildwood Swim and Tennis Club May 2007 - December 2008
Battle Ground Academy January 1999 - January 2005
J.C. Bradford January 1997 - January 1999
Skills
Teaching, Grant Writing, Classroom, Publishing, Public Speaking, Curriculum Design, Tutoring, Non-profits, Fundraising, Curriculum Development, Event Planning, Higher Education, Instructional Design, Educational Technology, Staff Development
Education
Middlebury College 1983 — 1987
M.A., English
Vanderbilt University 1976 — 1981
B.A., English
Montgomery Bell Academy
Columbia State Community College January 2010 - Present
Thym Tutors September 2006 - Present
Williamson County Recreation March 2011 - June 2013
Wildwood Swim and Tennis Club May 2007 - December 2008
Battle Ground Academy January 1999 - January 2005
J.C. Bradford January 1997 - January 1999
Skills
Teaching, Grant Writing, Classroom, Publishing, Public Speaking, Curriculum Design, Tutoring, Non-profits, Fundraising, Curriculum Development, Event Planning, Higher Education, Instructional Design, Educational Technology, Staff Development
Education
Middlebury College 1983 — 1987
M.A., English
Vanderbilt University 1976 — 1981
B.A., English
Montgomery Bell Academy
Gary Guyton Gary Guyton's JC Bradford Experience June 1998 - July 2000
Job Director of Planning and Investor Relations at Comstock Resources
Industry Oil & Energy
Experience
Comstock Resources April 2013 - Present
Williams Financial Group October 2012 - March 2013
Guyton Holdings November 2010 - October 2012
Global Hunter Securities May 2010 - November 2010
SMH Capital June 2007 - April 2010
Aperion Group May 2004 - June 2007
Southwest Securities December 2000 - March 2004
J.C. Bradford June 1998 - July 2000
Howard Weil December 1995 - June 1998
McDermott International June 1993 - December 1995
Skills
Asset Management, Equity Research, Investments, Equities, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Trading, Excel, Statistics, Technical Analysis, Energy, Business Valuation, New Business Development, Research, Series 7, Series 63, Series 86, Series 87, Series 24, Hedge Funds, Options, Trading Strategies, Commodities, Proprietary Trading, Equity Trading, Equity Valuation, Investment Strategies, Private Equity, Salesforce.com, Investor Relations, Investment Banking, Risk Management, Commodity, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
M.B.A., Business
Georgia Institute of Technology 1985 — 1989
B.C.E., Civil Engineering
Comstock Resources April 2013 - Present
Williams Financial Group October 2012 - March 2013
Guyton Holdings November 2010 - October 2012
Global Hunter Securities May 2010 - November 2010
SMH Capital June 2007 - April 2010
Aperion Group May 2004 - June 2007
Southwest Securities December 2000 - March 2004
J.C. Bradford June 1998 - July 2000
Howard Weil December 1995 - June 1998
McDermott International June 1993 - December 1995
Skills
Asset Management, Equity Research, Investments, Equities, Valuation, Financial Modeling, Portfolio Management, Financial Analysis, Trading, Excel, Statistics, Technical Analysis, Energy, Business Valuation, New Business Development, Research, Series 7, Series 63, Series 86, Series 87, Series 24, Hedge Funds, Options, Trading Strategies, Commodities, Proprietary Trading, Equity Trading, Equity Valuation, Investment Strategies, Private Equity, Salesforce.com, Investor Relations, Investment Banking, Risk Management, Commodity, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 1991 — 1995
M.B.A., Business
Georgia Institute of Technology 1985 — 1989
B.C.E., Civil Engineering
Hap Cooper Hap Cooper's JC Bradford Experience 1999 - 2001
Job President, Prospect Street Consulting
Industry Professional Training & Coaching
Experience
Prospect Street Consulting 2006 - Present
Tiger Inn, Princeton, NJ 2005 - Present
McDonogh School 2008 - 2013
Penn State University 2004 - 2013
The Baron Group 2002 - 2006
Kirkpatrick Pettis (Mutual of Omaha) 2001 - 2002
J.C. Bradford 1999 - 2001
Alex Brown (BT Alex Brown) 1987 - 1999
US Army (Berlin Brigade) 1984 - 1986
US Army Rheinberg, Germany 1983 - 1985
Skills
Non-profits, Public Speaking, Strategic Planning, Management, Training, Leadership, Consulting, Marketing, Marketing Strategy, Coaching, Integrated Marketing, Sales, Nonprofits, Sales Management, Strategy, Sales Process, Insurance, Marketing Communications, Staff Development, Media Relations, Fundraising, Negotiation, New Business Development, Employee Benefits, Research, Business Strategy, Finance
Education
Princeton University 1977 — 1982
AB, History
Gilman School 1965 — 1977
Prospect Street Consulting 2006 - Present
Tiger Inn, Princeton, NJ 2005 - Present
McDonogh School 2008 - 2013
Penn State University 2004 - 2013
The Baron Group 2002 - 2006
Kirkpatrick Pettis (Mutual of Omaha) 2001 - 2002
J.C. Bradford 1999 - 2001
Alex Brown (BT Alex Brown) 1987 - 1999
US Army (Berlin Brigade) 1984 - 1986
US Army Rheinberg, Germany 1983 - 1985
Skills
Non-profits, Public Speaking, Strategic Planning, Management, Training, Leadership, Consulting, Marketing, Marketing Strategy, Coaching, Integrated Marketing, Sales, Nonprofits, Sales Management, Strategy, Sales Process, Insurance, Marketing Communications, Staff Development, Media Relations, Fundraising, Negotiation, New Business Development, Employee Benefits, Research, Business Strategy, Finance
Education
Princeton University 1977 — 1982
AB, History
Gilman School 1965 — 1977
James Russell Ogden III, CFA™ James Russell Ogden III, CFA™'s JC Bradford Experience 1998 - 2003
Job Senior Vice PresidentInvestments Williams, Ogden, Meredith, Glasgow Wealth Management Group Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2009 - Present
Wealth Trust 2003 - 2009
JC Bradford 1998 - 2003
Citizens Bank & Turst Corporation 1982 - 1998
Skills
401k Rollovers, Asset Allocation, Concentrated Stock..., Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, investment planning, Investment Strategies, Multi-generational..., Retirement, Retirement Planning, Risk Management, Securities, Mutual Funds, Annuities, stock analysis, wealth-preservation...
Education
Centre College
Bachelor's Degree, Economics and History
Instituite of Chartered Financial Analyst
Chartered Financial Analyst
University of Kentucky
Master's Degree, Economics
Wells Fargo Advisors, LLC September 2009 - Present
Wealth Trust 2003 - 2009
JC Bradford 1998 - 2003
Citizens Bank & Turst Corporation 1982 - 1998
Skills
401k Rollovers, Asset Allocation, Concentrated Stock..., Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, investment planning, Investment Strategies, Multi-generational..., Retirement, Retirement Planning, Risk Management, Securities, Mutual Funds, Annuities, stock analysis, wealth-preservation...
Education
Centre College
Bachelor's Degree, Economics and History
Instituite of Chartered Financial Analyst
Chartered Financial Analyst
University of Kentucky
Master's Degree, Economics
Wes Singleton Wes Singleton's JC Bradford Experience October 1989 - September 2005
Job Investment advisor at Singleton & Singleton Investment Group of Raymond James
Industry Investment Management
Experience
Raymond James Financial Inc. September 2005 - Present
JC Bradford October 1989 - September 2005
Edward Jones April 1982 - October 1989
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Retirement Planning, Fixed Income, Bonds, Investment Management, Alternative Investments
Education
East Carolina University 1977 — 1981
BSBA, Finance
Raymond James Financial Inc. September 2005 - Present
JC Bradford October 1989 - September 2005
Edward Jones April 1982 - October 1989
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Wealth Management..., Retirement Planning, Fixed Income, Bonds, Investment Management, Alternative Investments
Education
East Carolina University 1977 — 1981
BSBA, Finance
Sterling Zerbe's JC Bradford Experience December 1996 - October 2000
Job Director, Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
Bruce Bonner, PMP, CSM Bruce Bonner, PMP, CSM's JC Bradford Experience 1987 - 1990
Job Application Development Manager at United Methodist Communications
Industry Religious Institutions
Experience
United Methodist Communications June 2003 - Present
Embraer Aircraft Maintenance Services 1993 - 2008
Absolute Management Inc. 1988 - 1996
Willis 1990 - 1992
JC Bradford 1987 - 1990
Almet Lawnlite 1988 - 1989
Bell Dew & Associates 1986 - 1987
Skills
Web Development, Project Management, Microsoft Office, ERP, Business Analysis, IT Management, Software Development, SharePoint, Business Process, Business Intelligence, SQL, Databases, Information Technology, Visual Basic, Process Improvement, Visio, E-commerce, Program Management, Windows, Analysis, Project Planning, Team Leadership
Education
Tennessee Technological University 1980 — 1986
Bachelor of Science (BS), Finance and Computer Science
United Methodist Communications June 2003 - Present
Embraer Aircraft Maintenance Services 1993 - 2008
Absolute Management Inc. 1988 - 1996
Willis 1990 - 1992
JC Bradford 1987 - 1990
Almet Lawnlite 1988 - 1989
Bell Dew & Associates 1986 - 1987
Skills
Web Development, Project Management, Microsoft Office, ERP, Business Analysis, IT Management, Software Development, SharePoint, Business Process, Business Intelligence, SQL, Databases, Information Technology, Visual Basic, Process Improvement, Visio, E-commerce, Program Management, Windows, Analysis, Project Planning, Team Leadership
Education
Tennessee Technological University 1980 — 1986
Bachelor of Science (BS), Finance and Computer Science
Daniele Donahoe's JC Bradford Experience 1997 - 1999
Job President and CIO Rinehart Wealth Management
Industry Financial Services
Experience
Rinehart Wealth Management May 2010 - Present
Columbia Management June 2002 - April 2010
Citigroup 1999 - 2001
Thomas Weisel Partners 1999 - 2000
JC Bradford 1997 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Wealth Management, Equity Research, Mutual Funds, Investments, Hedge Funds, Investment Strategies, Asset Management, Retirement Planning, Investment Advisory
Education
University of North Carolina at Chapel Hill 1993 — 1997
BS, Business
Hickory High 1989 — 1993
Rinehart Wealth Management May 2010 - Present
Columbia Management June 2002 - April 2010
Citigroup 1999 - 2001
Thomas Weisel Partners 1999 - 2000
JC Bradford 1997 - 1999
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Wealth Management, Equity Research, Mutual Funds, Investments, Hedge Funds, Investment Strategies, Asset Management, Retirement Planning, Investment Advisory
Education
University of North Carolina at Chapel Hill 1993 — 1997
BS, Business
Hickory High 1989 — 1993
Harry Jack Russell Harry Jack Russell's JC Bradford Experience 1986 - 1990
Job Partner, Russell Capital Management
Industry Investment Management
Experience
Russell Capital Management 1991 - Present
JC Bradford 1986 - 1990
Dean Witter Reynolds 1979 - 1986
Hilliard Lyons 1968 - 1979
Skills
Investment Strategies, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, Investment Advisory, Financial Analysis, Equities, Management, Private Equity, Series 63, Fixed Income, ETFs, Series 7, Mutual Funds, Securities
Education
University of Manchester - Manchester Business School
Business Administration, International Wealth Management
Transylvania University
University of Pennsylvania - The Wharton School 1988 — 1991
The SIA Securities Institute
Russell Capital Management 1991 - Present
JC Bradford 1986 - 1990
Dean Witter Reynolds 1979 - 1986
Hilliard Lyons 1968 - 1979
Skills
Investment Strategies, Wealth Management, Investments, Portfolio Management, Asset Allocation, Asset Management, Investment Advisory, Financial Analysis, Equities, Management, Private Equity, Series 63, Fixed Income, ETFs, Series 7, Mutual Funds, Securities
Education
University of Manchester - Manchester Business School
Business Administration, International Wealth Management
Transylvania University
University of Pennsylvania - The Wharton School 1988 — 1991
The SIA Securities Institute
K. Sean Frey K. Sean Frey's JC Bradford Experience 1996 - 1998
Job VP, Treasury, Global Clearing Firm
Industry Financial Services
Experience
Global Clearing Firm November 2013 - Present
Ronin Capital January 2012 - October 2013
Ronin Capital October 2006 - January 2012
Ronin Capital July 2005 - October 2006
Ronin Capital June 2002 - July 2005
Market Liquidity Network October 2000 - June 2002
Chicago Board Options Exchange August 1998 - October 2000
US Securities and Exchange Commission 1998 - 1998
J.C. Bradford 1996 - 1998
Skills
Derivatives, Options, Financial Analysis, Risk Management, Bloomberg, FX, Hedging, Excel, Accounting, Financial Reporting, Compliance, Corporate Finance, Commodities, Financial Accounting, Financial Modeling, Cash Management, Fixed Income, Money Market, Liquidity, FX Hedging, Treasury Functions, Corporate Treasury, Equities, Trading, Capital Markets, Treasury, Equity Derivatives, Commodity, FX Options, Foreign Exchange, Treasury Management, Financial Markets, Credit, Currency, Portfolio Management, Bonds, Proprietary Trading, Electronic Trading, Hedge Funds, Microsoft Excel, Alternative Investments, Valuation, Trading Systems, FINRA, Asset Management, Investments, Finance, Securities, Management, Financial Services
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance, Economics, Statistics and Econometrics
University of Notre Dame 1994 — 1998
BBA, Finance
Goodpasture 1983 — 1994
Global Clearing Firm November 2013 - Present
Ronin Capital January 2012 - October 2013
Ronin Capital October 2006 - January 2012
Ronin Capital July 2005 - October 2006
Ronin Capital June 2002 - July 2005
Market Liquidity Network October 2000 - June 2002
Chicago Board Options Exchange August 1998 - October 2000
US Securities and Exchange Commission 1998 - 1998
J.C. Bradford 1996 - 1998
Skills
Derivatives, Options, Financial Analysis, Risk Management, Bloomberg, FX, Hedging, Excel, Accounting, Financial Reporting, Compliance, Corporate Finance, Commodities, Financial Accounting, Financial Modeling, Cash Management, Fixed Income, Money Market, Liquidity, FX Hedging, Treasury Functions, Corporate Treasury, Equities, Trading, Capital Markets, Treasury, Equity Derivatives, Commodity, FX Options, Foreign Exchange, Treasury Management, Financial Markets, Credit, Currency, Portfolio Management, Bonds, Proprietary Trading, Electronic Trading, Hedge Funds, Microsoft Excel, Alternative Investments, Valuation, Trading Systems, FINRA, Asset Management, Investments, Finance, Securities, Management, Financial Services
Education
The University of Chicago - Booth School of Business 2007 — 2010
MBA, Finance, Economics, Statistics and Econometrics
University of Notre Dame 1994 — 1998
BBA, Finance
Goodpasture 1983 — 1994
Janie McCollum's JC Bradford Experience March 1999 - January 2001
Job Accounting Manager
Industry Nonprofit Organization Management
Experience
GBHEM October 2014 - Present
GBHEM February 2001 - October 2014
JC Bradford March 1999 - January 2001
Skills
Accounting, Microsoft Word, Financial Analysis, Accounts Payable, Finance, Internal Controls, Financial Reporting, Budgets, Accounts Receivable, Microsoft Office, Microsoft Excel, Account Reconciliation, General Ledger, Nonprofits, Customer Service
Education
Freed-Hardeman University 1987 — 1991
Bachelors of Business Administration, Accounting
GBHEM October 2014 - Present
GBHEM February 2001 - October 2014
JC Bradford March 1999 - January 2001
Skills
Accounting, Microsoft Word, Financial Analysis, Accounts Payable, Finance, Internal Controls, Financial Reporting, Budgets, Accounts Receivable, Microsoft Office, Microsoft Excel, Account Reconciliation, General Ledger, Nonprofits, Customer Service
Education
Freed-Hardeman University 1987 — 1991
Bachelors of Business Administration, Accounting
Ashley Adkins Ashley Adkins's JC Bradford Experience October 1999 - September 2000
Job BI Developer at HealthTrust Purchasing Group
Industry Information Technology and Services
Experience
HealthTrust Purchasing Group September 2015 - Present
Franklin American Mortgage Company May 2012 - September 2015
AIM Healthcare January 2000 - July 2003
Smart Data Strategies October 2000 - December 2000
J.C. Bradford October 1999 - September 2000
SDS, Inc March 1997 - October 1999
Skills
Oracle Database 10g..., Microsoft SQL Server, Databases, Oracle, Database Design, Performance Tuning, Integration, Software Development, PL/SQL, Database Administration, SDLC, MicroStrategy
Education
Colorado State University 1992 — 1996
Bachelors of Science, Wildlife Biology
HealthTrust Purchasing Group September 2015 - Present
Franklin American Mortgage Company May 2012 - September 2015
AIM Healthcare January 2000 - July 2003
Smart Data Strategies October 2000 - December 2000
J.C. Bradford October 1999 - September 2000
SDS, Inc March 1997 - October 1999
Skills
Oracle Database 10g..., Microsoft SQL Server, Databases, Oracle, Database Design, Performance Tuning, Integration, Software Development, PL/SQL, Database Administration, SDLC, MicroStrategy
Education
Colorado State University 1992 — 1996
Bachelors of Science, Wildlife Biology
Jeanette Roberts Jeanette Roberts's JC Bradford Experience March 1980 - August 1988
Job Compliance Director at SOUTHEAST INVESTMENTS, N.C. INC
Industry Financial Services
Experience
SOUTHEAST INVESTMENTS, N.C. INC February 2014 - Present
STRATEGIC WEALTH June 2013 - January 2014
Southeast Investments, N.C. Inc. July 1997 - May 2013
CORPORATE SECURITIES GROUP January 1997 - July 1997
ROBERT THOMAS SECURITIES June 1990 - December 1996
A G EDWARDS August 1988 - June 1990
JC BRADFORD March 1980 - August 1988
E F HUTTON June 1978 - March 1980
MERRILL LYNCH January 1977 - June 1978
Skills
Budgets, Team Building, Contract Negotiation, Risk Management, Strategic Planning, New Business Development, Accounting, Account Management, Business Development, Microsoft Excel, Management, Leadership, Sales
Education
Charleston Southern University 1970 — 1973
Bachelor's degree, English, Music
SOUTHEAST INVESTMENTS, N.C. INC February 2014 - Present
STRATEGIC WEALTH June 2013 - January 2014
Southeast Investments, N.C. Inc. July 1997 - May 2013
CORPORATE SECURITIES GROUP January 1997 - July 1997
ROBERT THOMAS SECURITIES June 1990 - December 1996
A G EDWARDS August 1988 - June 1990
JC BRADFORD March 1980 - August 1988
E F HUTTON June 1978 - March 1980
MERRILL LYNCH January 1977 - June 1978
Skills
Budgets, Team Building, Contract Negotiation, Risk Management, Strategic Planning, New Business Development, Accounting, Account Management, Business Development, Microsoft Excel, Management, Leadership, Sales
Education
Charleston Southern University 1970 — 1973
Bachelor's degree, English, Music
Euriah Bennett Euriah Bennett's JC Bradford Experience 1997 - 2000
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Fidelity Investments November 2014 - Present
Raymond James October 2010 - 2014
Dexia Credit Local 2007 - 2010
JPMorgan 2004 - 2007
Bank One / JP Morgan 2001 - 2004
Jackson Securities 2000 - 2001
JC Bradford 1997 - 2000
AIG 1996 - 1997
Prudential Securities 1993 - 1996
Skills
Fixed Income, Bonds, Structured Finance, Structured Products, Capital Markets, Investment Banking, Debt, Derivatives, Credit Analysis, Options, Interest Rate..., Market Risk, FX Options, Swaps, Financial Markets, Financial Structuring, Alternative Investments, Bloomberg, Financial Modeling, Hedge Funds, Securities, Valuation
Education
Columbia University - Columbia Business School
MBA, Finance
Stanford University
Bachelor of Arts (B.A.), Economics
Clyde Allen Clyde Allen's JC Bradford Experience April 1995 - April 1999
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Wells Fargo Advisors, LLC April 1999 - January 2014
JC Bradford April 1995 - April 1999
Russell Stover Candies June 1993 - April 1995
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (B.B.A.), Sales/Marketing
Germantown High School
Ameriprise Financial Services, Inc. February 2014 - Present
Wells Fargo Advisors, LLC April 1999 - January 2014
JC Bradford April 1995 - April 1999
Russell Stover Candies June 1993 - April 1995
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (B.B.A.), Sales/Marketing
Germantown High School
Betsy Watts Koch's JC Bradford Experience 1990 - 1994
Job Editor at a brokerage firm
Industry Capital Markets
Experience
a brokerage firm 1990 - Present
FTN Midwest Securities 2002 - 2009
JC Bradford 1990 - 1994
Skills
Editing, Editorial, Copy Editing, Corporate Communications, Publishing, Proofreading, Copywriting, Press Releases, Social Media
Education
Tulane University 1979 — 1982
Bachelor's degree, English Language and Literature/Letters
a brokerage firm 1990 - Present
FTN Midwest Securities 2002 - 2009
JC Bradford 1990 - 1994
Skills
Editing, Editorial, Copy Editing, Corporate Communications, Publishing, Proofreading, Copywriting, Press Releases, Social Media
Education
Tulane University 1979 — 1982
Bachelor's degree, English Language and Literature/Letters
Laura K. Patrick Laura K. Patrick's JC Bradford Experience January 1995 - January 1997
Job Connecting Talented Nurses to Job Openings
Industry Staffing and Recruiting
Experience
BAYADA Home Health Care June 2013 - Present
BAYADA Home Health Care July 2010 - July 2013
BAYADA Home Health Care 2010 - 2013
USMotivation January 2008 - October 2009
Hocking Stuart Real Estate Agency May 2007 - December 2008
Jade Eyewear October 2004 - May 2007
John Danks and Sons P/L (Hardware Company) January 2003 - October 2004
USMotivation July 2000 - February 2002
Aegon USA February 1998 - July 2000
J.C. Bradford January 1995 - January 1997
Skills
Budgets, Training, Management, Access, Recruiting, Human Resources, Customer Service, Marketing, Microsoft Excel, Sales, PowerPoint, Time Management, Microsoft Word, Advertising, Email Marketing, Event Planning, Retail, Healthcare, Healthcare Management, Home Care
Education
The University of Georgia 1939 — 1997
Bachelor of Arts, Sociology
Real Estate Institue of Victoria Melbourne, Australia 2007 — 2007
Agent's Representative, Real Estate
JetSet Travel College 2003 — 2004
Certified International Travel Consultant, International Travel
BAYADA Home Health Care June 2013 - Present
BAYADA Home Health Care July 2010 - July 2013
BAYADA Home Health Care 2010 - 2013
USMotivation January 2008 - October 2009
Hocking Stuart Real Estate Agency May 2007 - December 2008
Jade Eyewear October 2004 - May 2007
John Danks and Sons P/L (Hardware Company) January 2003 - October 2004
USMotivation July 2000 - February 2002
Aegon USA February 1998 - July 2000
J.C. Bradford January 1995 - January 1997
Skills
Budgets, Training, Management, Access, Recruiting, Human Resources, Customer Service, Marketing, Microsoft Excel, Sales, PowerPoint, Time Management, Microsoft Word, Advertising, Email Marketing, Event Planning, Retail, Healthcare, Healthcare Management, Home Care
Education
The University of Georgia 1939 — 1997
Bachelor of Arts, Sociology
Real Estate Institue of Victoria Melbourne, Australia 2007 — 2007
Agent's Representative, Real Estate
JetSet Travel College 2003 — 2004
Certified International Travel Consultant, International Travel
Paul Fleming, CFA, CAIA Paul Fleming, CFA, CAIA's JC Bradford Experience July 1999 - July 2000
Job Director of Investment Research at Mirador Family Wealth Advisors
Industry Investment Management
Experience
Mirador Family Wealth Advisors (Division of Fifth Third Private Bank) June 2009 - Present
Fifth Third Private Bank February 2006 - June 2009
UBS Warburg July 1999 - January 2003
J.C. Bradford July 1999 - July 2000
Olde Financial (HR Block) October 1995 - April 1999
Paine Webber 1995 - 1995
Paine Webber 1995 - 1995
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Hedging, Wealth, Alternative Investments, Equity Research, Hedge Funds, Asset Managment, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Fixed Income, Options, Investments, Investment Advisory, Equity Trading, Securities, Asset Management, Cash Management, Strategic Financial..., Derivatives, Capital Markets, High Net Worth..., Risk Management, Bonds, ETFs, Trading, Finance, Retirement Planning, Series 63, Series 7
Education
The Ohio State University 1991 — 1994
B.S., Financial Management
The University of Akron
Mirador Family Wealth Advisors (Division of Fifth Third Private Bank) June 2009 - Present
Fifth Third Private Bank February 2006 - June 2009
UBS Warburg July 1999 - January 2003
J.C. Bradford July 1999 - July 2000
Olde Financial (HR Block) October 1995 - April 1999
Paine Webber 1995 - 1995
Paine Webber 1995 - 1995
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Hedging, Wealth, Alternative Investments, Equity Research, Hedge Funds, Asset Managment, Investment Management, Wealth Management, Mutual Funds, Bloomberg, Fixed Income, Options, Investments, Investment Advisory, Equity Trading, Securities, Asset Management, Cash Management, Strategic Financial..., Derivatives, Capital Markets, High Net Worth..., Risk Management, Bonds, ETFs, Trading, Finance, Retirement Planning, Series 63, Series 7
Education
The Ohio State University 1991 — 1994
B.S., Financial Management
The University of Akron
Paul Elkjer Paul Elkjer's JC Bradford Experience January 1998 - July 2000
Job First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James July 2000 - Present
J.C. Bradford January 1998 - July 2000
Principal Securities February 1992 - February 1998
Education
Baylor University - Hankamer School of Business 1990 — 1991
MBA, Finance
University of North Texas 1983 — 1988
BBA, Management
Raymond James July 2000 - Present
J.C. Bradford January 1998 - July 2000
Principal Securities February 1992 - February 1998
Education
Baylor University - Hankamer School of Business 1990 — 1991
MBA, Finance
University of North Texas 1983 — 1988
BBA, Management
Don Rossbach's JC Bradford Experience 1991 - 1999
Job Director at KeyBanc Capital Markets
Industry Capital Markets
Experience
KeyBanc Capital Markets April 2001 - Present
Advest Inc. January 2000 - April 2001
J.C. Bradford 1991 - 1999
Tucker Anthony 1984 - 1991
Lehman Brothers 1982 - 1984
Skills
Equities, Investment Banking, Capital Markets, Equity Research, Business Strategy, Equity Sales, Investments, Valuation
Education
New York University, Stern School of Business 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BA, International Studies
Ranney
KeyBanc Capital Markets April 2001 - Present
Advest Inc. January 2000 - April 2001
J.C. Bradford 1991 - 1999
Tucker Anthony 1984 - 1991
Lehman Brothers 1982 - 1984
Skills
Equities, Investment Banking, Capital Markets, Equity Research, Business Strategy, Equity Sales, Investments, Valuation
Education
New York University, Stern School of Business 1979 — 1981
MBA, Finance
Dickinson College 1973 — 1977
BA, International Studies
Ranney
Kevin McMillan's JC Bradford Experience March 2000 - August 2000
Job Sr. Software Engineer at ProfitStars
Industry Information Technology and Services
Experience
ProfitStars May 2010 - Present
Healthways May 2009 - April 2010
Everest Technologies October 2007 - May 2009
Goldleaf Financial Solutions January 2005 - September 2007
TROY Group, Inc. March 2003 - January 2005
G. A. Sullivan August 2000 - March 2003
GTT 2002 - 2002
J.C. Bradford March 2000 - August 2000
Sumitomo Electric Wiring Systems June 1999 - February 2000
Education
Middle Tennessee State University
BBA, Computer Information Systems
ProfitStars May 2010 - Present
Healthways May 2009 - April 2010
Everest Technologies October 2007 - May 2009
Goldleaf Financial Solutions January 2005 - September 2007
TROY Group, Inc. March 2003 - January 2005
G. A. Sullivan August 2000 - March 2003
GTT 2002 - 2002
J.C. Bradford March 2000 - August 2000
Sumitomo Electric Wiring Systems June 1999 - February 2000
Education
Middle Tennessee State University
BBA, Computer Information Systems
Anthony J Moringiello's JC Bradford Experience July 1987 - January 1999
Job Senior Institutional Sales at vfinance
Industry Financial Services
Experience
vfinance November 2003 - Present
Wells Fargo Securities February 2000 - September 2002
J.C. Bradford July 1987 - January 1999
Drexel, Burnham, Lambert July 1979 - July 1987
Education
United States Naval Academy 1960 — 1964
BS
vfinance November 2003 - Present
Wells Fargo Securities February 2000 - September 2002
J.C. Bradford July 1987 - January 1999
Drexel, Burnham, Lambert July 1979 - July 1987
Education
United States Naval Academy 1960 — 1964
BS
Al Radford's JC Bradford Experience October 1987 - September 1989
Job Relex Solutions, Supply Chain Ambassador to North America
Industry Retail
Experience
Oracle October 2013 - July 2015
Columbus Consulting September 2012 - October 2013
Predictix March 2006 - September 2012
Hyperion Software 2002 - 2005
E3 1989 - 2001
J.C. Bradford October 1987 - September 1989
Dunlap Sales, Inc. June 1982 - September 1987
Skills
BSD, PhD, Smarter Buying. ..., Supply Chain, Process Improvement, Supply Chain Management, Enterprise Software, Sales, IT Strategy, Business Intelligence, Business Process, Project Planning, Business Development, Merchandising, SaaS, Forecasting, Management, IT Solutions, Analytics, Software Implementation, Predictive Analytics, ERP
Education
Centre College 1978 — 1982
Bachelor of Science (B.S.), Economics and Business Management
Oracle October 2013 - July 2015
Columbus Consulting September 2012 - October 2013
Predictix March 2006 - September 2012
Hyperion Software 2002 - 2005
E3 1989 - 2001
J.C. Bradford October 1987 - September 1989
Dunlap Sales, Inc. June 1982 - September 1987
Skills
BSD, PhD, Smarter Buying. ..., Supply Chain, Process Improvement, Supply Chain Management, Enterprise Software, Sales, IT Strategy, Business Intelligence, Business Process, Project Planning, Business Development, Merchandising, SaaS, Forecasting, Management, IT Solutions, Analytics, Software Implementation, Predictive Analytics, ERP
Education
Centre College 1978 — 1982
Bachelor of Science (B.S.), Economics and Business Management
Liz Merritt, CFE's JC Bradford Experience 1997 - 2000
Job Manager, Internal Audit Financial Crimes
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
TIAA-CREF January 2011 - October 2013
TIAA-CREF July 2007 - January 2011
Wachovia 2004 - 2007
DLJdirect 2000 - 2003
JC Bradford 1997 - 2000
Interstate/Johnson Lane 1991 - 1997
Skills
Risk Management, Financial Risk, Capital Markets, Broker-Dealer Compliance, Internal Audit, Lean Transformation, Branch Management, Auditing, Risk Assessment, Internal Controls, Analysis, Business Analysis, Financial Services, AML, Securities, FINRA, Series 7, Wealth Management, Series 63
Education
Montreat College 1986 — 1990
Bachelor of Science,, Business Management
Westminster Academy 1980 — 1985
Wells Fargo October 2013 - Present
TIAA-CREF January 2011 - October 2013
TIAA-CREF July 2007 - January 2011
Wachovia 2004 - 2007
DLJdirect 2000 - 2003
JC Bradford 1997 - 2000
Interstate/Johnson Lane 1991 - 1997
Skills
Risk Management, Financial Risk, Capital Markets, Broker-Dealer Compliance, Internal Audit, Lean Transformation, Branch Management, Auditing, Risk Assessment, Internal Controls, Analysis, Business Analysis, Financial Services, AML, Securities, FINRA, Series 7, Wealth Management, Series 63
Education
Montreat College 1986 — 1990
Bachelor of Science,, Business Management
Westminster Academy 1980 — 1985
Elias Yaz Hassan's JC Bradford Experience October 1995 - January 2002
Job Senior Vice President at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons January 2002 - Present
J.C. Bradford October 1995 - January 2002
Education
Middle Tennessee State University 1994 — 1995
BS, Finance
University of Tennessee-Knoxville 1991 — 1994
BS, Finance
Hilliard Lyons January 2002 - Present
J.C. Bradford October 1995 - January 2002
Education
Middle Tennessee State University 1994 — 1995
BS, Finance
University of Tennessee-Knoxville 1991 — 1994
BS, Finance
Joel Oertling's JC Bradford Experience 1992 - 2000
Job VP Finance/CFO at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners September 2001 - Present
J.C. Bradford 1992 - 2000
Deloitte & Touche 1984 - 1992
Skills
Equities, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Financial Modeling, Business Valuation, Finance, Equity Research, Due Diligence, Asset Management, Financial Planning, Accounting, Strategic Planning, Leadership
Education
Belmont University 2008 — 2009
Scarlett Leadership Program
Louisiana State University 1981 — 1983
MS, Finance
Louisiana Tech University 1977 — 1981
BS, Accounting
Avondale Partners September 2001 - Present
J.C. Bradford 1992 - 2000
Deloitte & Touche 1984 - 1992
Skills
Equities, Financial Reporting, Strategic Financial..., Corporate Finance, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Financial Modeling, Business Valuation, Finance, Equity Research, Due Diligence, Asset Management, Financial Planning, Accounting, Strategic Planning, Leadership
Education
Belmont University 2008 — 2009
Scarlett Leadership Program
Louisiana State University 1981 — 1983
MS, Finance
Louisiana Tech University 1977 — 1981
BS, Accounting
Monika Cox's JC Bradford Experience 1997 - 1999
Job VP, Compensation at TIAACREF
Industry Human Resources
Experience
TIAA-CREF April 2013 - Present
Chubb Insurance September 2008 - April 2013
Bank of America April 2001 - June 2007
Goldman Sachs 1995 - 2001
JC Bradford 1997 - 1999
Education
Rutgers University-New Brunswick 1993 — 1995
MS
Lehigh University - College of Business and Economics 1988 — 1992
BS
TIAA-CREF April 2013 - Present
Chubb Insurance September 2008 - April 2013
Bank of America April 2001 - June 2007
Goldman Sachs 1995 - 2001
JC Bradford 1997 - 1999
Education
Rutgers University-New Brunswick 1993 — 1995
MS
Lehigh University - College of Business and Economics 1988 — 1992
BS
Staci Bennett's JC Bradford Experience 1998 - 1999
Job Regional Vice President Forethought Distributors, LLC
Industry Financial Services
Experience
Forethought Financial Group, Inc. March 2015 - Present
Lincoln Financial October 2008 - March 2015
Merrill Lynch 2001 - 2008
J.C. Bradford 1998 - 1999
Education
University of Georgia - Terry College of Business 1993 — 1997
Business, Marketing
Forethought Financial Group, Inc. March 2015 - Present
Lincoln Financial October 2008 - March 2015
Merrill Lynch 2001 - 2008
J.C. Bradford 1998 - 1999
Education
University of Georgia - Terry College of Business 1993 — 1997
Business, Marketing
Bill Anlyan's JC Bradford Experience October 1996 - March 1999
Job Managing Member, Anlyan & Hively Asset Management
Industry Financial Services
Experience
The Harrelson Center January 2014 - Present
Diver's Alert Network, Inc. January 2013 - Present
Anlyan&Hively Asset Management August 2009 - Present
AGI-Cayman January 2009 - Present
DAN Asia-Pacific February 2013 - July 2015
Stop Hunger Now 2012 - 2014
Wells Fargo Advisors October 1999 - August 2009
First Union Capital Markets Corp. March 1999 - October 1999
JC Bradford October 1996 - March 1999
Skills
Strategic Planning, Portfolio Management, Business Strategy, Public Speaking, Fundraising, Management Consulting, Team Building, Real Estate, Entrepreneurship, Insurance, Management, Mergers & Acquisitions, Start-ups, New Business Development, Business Development, Finance, Leadership, Marketing, Investments, Nonprofits, Event Planning
Education
Duke University School of Law 1975 — 1978
JD
Guilford College
Bachelor of Arts (B.A.)
The Harrelson Center January 2014 - Present
Diver's Alert Network, Inc. January 2013 - Present
Anlyan&Hively Asset Management August 2009 - Present
AGI-Cayman January 2009 - Present
DAN Asia-Pacific February 2013 - July 2015
Stop Hunger Now 2012 - 2014
Wells Fargo Advisors October 1999 - August 2009
First Union Capital Markets Corp. March 1999 - October 1999
JC Bradford October 1996 - March 1999
Skills
Strategic Planning, Portfolio Management, Business Strategy, Public Speaking, Fundraising, Management Consulting, Team Building, Real Estate, Entrepreneurship, Insurance, Management, Mergers & Acquisitions, Start-ups, New Business Development, Business Development, Finance, Leadership, Marketing, Investments, Nonprofits, Event Planning
Education
Duke University School of Law 1975 — 1978
JD
Guilford College
Bachelor of Arts (B.A.)
Breck Walker's JC Bradford Experience 1991 - 2000
Job Consultant at Office of the Secretary of Defense Historians Office
Industry Research
Experience
Office of the Secretary of Defense Historians Office September 2013 - Present
Semester At Sea / ISE January 2013 - May 2013
Keele University September 2012 - November 2012
Sewanee - The University of the South August 2007 - July 2012
Vanderbilt University September 2002 - August 2007
McDonald & Co 2000 - 2001
JC Bradford 1991 - 2000
Dean Witter 1983 - 1991
Prudential Securities 1982 - 1983
Bateman Eichler Hill Richards 1981 - 1982
Education
Vanderbilt University 2002 — 2007
PhD, History
Stanford University 1975 — 1979
JD / MBA, Business and Law
The University of Texas at Austin 1972 — 1975
BBA, Business
Office of the Secretary of Defense Historians Office September 2013 - Present
Semester At Sea / ISE January 2013 - May 2013
Keele University September 2012 - November 2012
Sewanee - The University of the South August 2007 - July 2012
Vanderbilt University September 2002 - August 2007
McDonald & Co 2000 - 2001
JC Bradford 1991 - 2000
Dean Witter 1983 - 1991
Prudential Securities 1982 - 1983
Bateman Eichler Hill Richards 1981 - 1982
Education
Vanderbilt University 2002 — 2007
PhD, History
Stanford University 1975 — 1979
JD / MBA, Business and Law
The University of Texas at Austin 1972 — 1975
BBA, Business
Dawn Edlin's JC Bradford Experience March 1995 - March 2006
Job Charge Nurse at Crestview Court
Industry Market Research
Experience
Crestview Court September 2012 - Present
UBS Wealth Management March 1995 - March 2007
J.C. Bradford March 1995 - March 2006
UBS Wealth Management March 1995 - March 2006
J.C. Bradford March 1995 - March 2006
UBS Wealth Management January 1995 - January 2006
Skills
Microsoft Office, Software Documentation, Customer Service, Credit, Project Management, Wealth Management
Education
Platt College-Dallas 2011 — 2012
LVN, Nursing
Athens State University 1991 — 1993
Bachelor of Science, Business Administration; Accounting
Auburn University 1987 — 1991
Bachelor of Science, Business Administration; Marketing
Crestview Court September 2012 - Present
UBS Wealth Management March 1995 - March 2007
J.C. Bradford March 1995 - March 2006
UBS Wealth Management March 1995 - March 2006
J.C. Bradford March 1995 - March 2006
UBS Wealth Management January 1995 - January 2006
Skills
Microsoft Office, Software Documentation, Customer Service, Credit, Project Management, Wealth Management
Education
Platt College-Dallas 2011 — 2012
LVN, Nursing
Athens State University 1991 — 1993
Bachelor of Science, Business Administration; Accounting
Auburn University 1987 — 1991
Bachelor of Science, Business Administration; Marketing
Nancy Reach's JC Bradford Experience September 1985 - May 1987
Job Investment Associate
Industry Financial Services
Experience
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
SunTrust Investment Services 2011 - Present
Mantay & Company, an independent agency for Prudential October 2009 - July 2010
AMSOUTH INVESTMENT SERVICES July 2004 - February 2007
Charles Schwab May 2002 - February 2003
Merrill Lynch February 2000 - December 2001
ROBINSON-HUMPHREY June 1987 - February 2000
JC Bradford September 1985 - May 1987
Education
University of Montevallo 1976 — 1977
none, Music
Alabama School of Fine Arts 1974 — 1975
10th Grade, Music
Gretchen Teagarden's JC Bradford Experience 1999 - 1999
Job
Industry Market Research
Experience
Pioneer Research Group January 2006 - Present
Southern Methodist University January 2003 - December 2005
Citi 2000 - 2002
Thomas Weisel Partners 1999 - 2000
JC Bradford 1999 - 1999
SoftBank Capital 1998 - 1998
Stephens Inc. 1994 - 1998
PwC 1993 - 1994
Skills
Venture Capital
Education
Southern Methodist University 1990 — 1993
BSBA, Accounting
University of Arkansas at Fayetteville 1989 — 1990
Pioneer Research Group January 2006 - Present
Southern Methodist University January 2003 - December 2005
Citi 2000 - 2002
Thomas Weisel Partners 1999 - 2000
JC Bradford 1999 - 1999
SoftBank Capital 1998 - 1998
Stephens Inc. 1994 - 1998
PwC 1993 - 1994
Skills
Venture Capital
Education
Southern Methodist University 1990 — 1993
BSBA, Accounting
University of Arkansas at Fayetteville 1989 — 1990
Josie Miller's JC Bradford Experience 1995 - 1996
Job Learning Partner Program Director | CWNT Program Administrator for CWNP
Industry Wireless
Experience
CWNP September 2012 - Present
Institute for Divorce Financial Analysts™ April 2011 - Present
JC Bradford 1995 - 1996
Bloomberg 1989 - 1994
Midlantic National Bank February 1988 - August 1989
Skills
Finance, Account Reconciliation, Customer Service, Management, Accounting, Financial Markets
Education
Monmouth University 1984 — 1987
BS Business Administration, Finance
CWNP September 2012 - Present
Institute for Divorce Financial Analysts™ April 2011 - Present
JC Bradford 1995 - 1996
Bloomberg 1989 - 1994
Midlantic National Bank February 1988 - August 1989
Skills
Finance, Account Reconciliation, Customer Service, Management, Accounting, Financial Markets
Education
Monmouth University 1984 — 1987
BS Business Administration, Finance
Eliot Laurence's JC Bradford Experience 1994 - 2000
Job Portfolio Manager
Industry Investment Management
Experience
Jefferies & Company August 2000 - February 2009
Jefferies Asset Management 2003 - 2009
J.C. Bradford & Company 1994 - 2000
JC Bradford 1994 - 2000
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Asset Allocation
Education
New York University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Jefferies & Company August 2000 - February 2009
Jefferies Asset Management 2003 - 2009
J.C. Bradford & Company 1994 - 2000
JC Bradford 1994 - 2000
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Asset Allocation
Education
New York University
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Frank Black's JC Bradford Experience July 1980 - July 1988
Job CEOCCO at Southeast Investments, N.C., Inc
Industry Financial Services
Experience
Southeast Investments, N.C., Inc July 1997 - Present
Robert Thomas Securities July 1990 - July 1997
A.G. Edwards July 1988 - July 1990
J.C. Bradford July 1980 - July 1988
EF Hutton January 1978 - July 1980
Merrill lynch January 1971 - 1978
Oldsmbile Division of General Mtors July 1965 - August 1969
U.S. Navy April 1960 - April 1964
Skills
Retirement Planning, Financial Services, Management, Accounting, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Wealth Management, Entrepreneurship, Human Resources, Securities, Financial Analysis, Executive Management, Retirement, Mutual Funds
Education
Michigan State University 1965 — 1969
Bachelor of Science (BS), Social Sciences
ROCK HILL HIGH SCHOOL
HIGH SCHOOL EDUCATION, General Studies
Southeast Investments, N.C., Inc July 1997 - Present
Robert Thomas Securities July 1990 - July 1997
A.G. Edwards July 1988 - July 1990
J.C. Bradford July 1980 - July 1988
EF Hutton January 1978 - July 1980
Merrill lynch January 1971 - 1978
Oldsmbile Division of General Mtors July 1965 - August 1969
U.S. Navy April 1960 - April 1964
Skills
Retirement Planning, Financial Services, Management, Accounting, Portfolio Management, Alternative Investments, Equities, Asset Management, Investments, Wealth Management, Entrepreneurship, Human Resources, Securities, Financial Analysis, Executive Management, Retirement, Mutual Funds
Education
Michigan State University 1965 — 1969
Bachelor of Science (BS), Social Sciences
ROCK HILL HIGH SCHOOL
HIGH SCHOOL EDUCATION, General Studies
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney