J.C. Bradford & Co.
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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J.C. Bradford & Co. Employees
Employee
Years
Job
Industry
Damon Brown Damon Brown's J.C. Bradford & Co. Experience 1993 - 2000
Job Director, Operational Risk Management at UBS
Industry Financial Services
Experience
UBS December 2013 - Present
UBS October 2007 - December 2013
UBS 2004 - 2007
PaineWebber 2001 - 2004
J.C. Bradford & Co. 1993 - 2000
Skills
Risk Management, Project Management, Security, Management, Leadership, Business Continuity, Operational Risk, Business Analysis, Global Risk Management, Strategic & Tactical..., Staff Supervision, Global Project..., Business Function..., Employee Education, Product Development, Relationship Building, Project Reporting, Compliance, Technical Expertise, Program Management, Business Process..., Banking, Vendor Management, Information Security, Internal Audit, Enterprise Risk..., Software Documentation, Fixed Income, IT Audit, Investment Banking, IT Strategy, Sarbanes-Oxley Act, Human Resources, Risk Assessment, Project Planning, Financial Modeling, Trading Systems, Portfolio Management, Financial Risk, Operational Risk..., Executive Management, Equities, Management Consulting, Financial Services, Governance, IT Risk Management, Derivatives, Operations Management, Strategic Planning
Education
Austin Peay State University 1989 — 1992
BBA, Finance
UBS December 2013 - Present
UBS October 2007 - December 2013
UBS 2004 - 2007
PaineWebber 2001 - 2004
J.C. Bradford & Co. 1993 - 2000
Skills
Risk Management, Project Management, Security, Management, Leadership, Business Continuity, Operational Risk, Business Analysis, Global Risk Management, Strategic & Tactical..., Staff Supervision, Global Project..., Business Function..., Employee Education, Product Development, Relationship Building, Project Reporting, Compliance, Technical Expertise, Program Management, Business Process..., Banking, Vendor Management, Information Security, Internal Audit, Enterprise Risk..., Software Documentation, Fixed Income, IT Audit, Investment Banking, IT Strategy, Sarbanes-Oxley Act, Human Resources, Risk Assessment, Project Planning, Financial Modeling, Trading Systems, Portfolio Management, Financial Risk, Operational Risk..., Executive Management, Equities, Management Consulting, Financial Services, Governance, IT Risk Management, Derivatives, Operations Management, Strategic Planning
Education
Austin Peay State University 1989 — 1992
BBA, Finance
Wendi Fareri Wendi Fareri's J.C. Bradford & Co. Experience June 1997 - September 1999
Job Director of Development at Bearfoot Ranch
Industry Fund-Raising
Experience
Purple Pansies Organization January 2008 - Present
Bearfoot Ranch October 2014 - Present
1st Degree May 2014 - September 2014
Make A Wish Foundation of Georgia & Alabama January 2012 - January 2013
Verizon Business September 2000 - December 2010
Verizonbusiness 1999 - 2010
JC Bradford & Co. June 1997 - September 1999
Skills
Program Management, Cause Marketing, Grant Writing, Event Planning, Speech Writing, Public Speaking, Public Relations, Non-profits, Strategic Planning, Adobe Creative Suite, Creative Direction, Creative Writing, Fundraising, Raiser's Edge, Databases, Project Management, Big-picture Thinking, Thinking Outside The Box, Telecommunications, Business Analysis, Proposal Writing, Budgets, Marketing Communications, Workshop Facilitation, Event Management, RFP, Marketing, Social Media, Competitive Analysis, Nonprofits, Strategic Communications, Strategy, Media Relations, Training, Corporate Communications, CRM, Team Leadership, Marketing Strategy, Newsletters, Volunteer Management, Team Building, Product Marketing, Community Outreach, Salesforce.com, Advertising, Integrated Marketing, Coaching, Social Networking, Email Marketing, Entrepreneurship
Education
University at Albany, SUNY
Communications
Purple Pansies Organization January 2008 - Present
Bearfoot Ranch October 2014 - Present
1st Degree May 2014 - September 2014
Make A Wish Foundation of Georgia & Alabama January 2012 - January 2013
Verizon Business September 2000 - December 2010
Verizonbusiness 1999 - 2010
JC Bradford & Co. June 1997 - September 1999
Skills
Program Management, Cause Marketing, Grant Writing, Event Planning, Speech Writing, Public Speaking, Public Relations, Non-profits, Strategic Planning, Adobe Creative Suite, Creative Direction, Creative Writing, Fundraising, Raiser's Edge, Databases, Project Management, Big-picture Thinking, Thinking Outside The Box, Telecommunications, Business Analysis, Proposal Writing, Budgets, Marketing Communications, Workshop Facilitation, Event Management, RFP, Marketing, Social Media, Competitive Analysis, Nonprofits, Strategic Communications, Strategy, Media Relations, Training, Corporate Communications, CRM, Team Leadership, Marketing Strategy, Newsletters, Volunteer Management, Team Building, Product Marketing, Community Outreach, Salesforce.com, Advertising, Integrated Marketing, Coaching, Social Networking, Email Marketing, Entrepreneurship
Education
University at Albany, SUNY
Communications
Patrick Luby Patrick Luby's J.C. Bradford & Co. Experience 1999 - 2001
Job Fixed Income Investment Strategy | Business Development Sales Leader | Client Portfolio Manager / Specialist
Industry Investment Management
Experience
Charles Schwab July 2011 - December 2014
Rydex Investments March 2011 - July 2011
UBS Financial Services Inc. January 2006 - March 2010
UBS Financial Services Inc. June 2001 - December 2005
UBS Financial Services Inc. August 2000 - June 2001
J.C. Bradford & Co. 1999 - 2001
J.C. Bradford & Co. 1996 - 1999
J.C. Bradford & Co. 1992 - 1996
Skills
Municipal Bonds, Fixed Income, Separately Managed..., ETFs, Mutual Funds, Portfolio Management, Wealth Management, Investments, Public Speaking, Written Communication, Investment Policy, Management, Client Education, Interest Rates, Marketing Strategy, Due Diligence, Financial Services, Writing, Securities, Practice Management, Sales Presentations, Capital Markets, Equities, Asset Management, Asset Allocation, Trading, Bloomberg, Financial Markets, Investment Strategies, General Securities..., Municipal Securities..., Series 63, Series 7, Series 24, Series 53, Series 66, Communication, Strategic Planning
Education
University of Florida
BA, English
Charles Schwab July 2011 - December 2014
Rydex Investments March 2011 - July 2011
UBS Financial Services Inc. January 2006 - March 2010
UBS Financial Services Inc. June 2001 - December 2005
UBS Financial Services Inc. August 2000 - June 2001
J.C. Bradford & Co. 1999 - 2001
J.C. Bradford & Co. 1996 - 1999
J.C. Bradford & Co. 1992 - 1996
Skills
Municipal Bonds, Fixed Income, Separately Managed..., ETFs, Mutual Funds, Portfolio Management, Wealth Management, Investments, Public Speaking, Written Communication, Investment Policy, Management, Client Education, Interest Rates, Marketing Strategy, Due Diligence, Financial Services, Writing, Securities, Practice Management, Sales Presentations, Capital Markets, Equities, Asset Management, Asset Allocation, Trading, Bloomberg, Financial Markets, Investment Strategies, General Securities..., Municipal Securities..., Series 63, Series 7, Series 24, Series 53, Series 66, Communication, Strategic Planning
Education
University of Florida
BA, English
Cade McDonald Cade McDonald's J.C. Bradford & Co. Experience December 1996 - May 2000
Job Consultant at Covington Investments, LLC
Industry Information Technology and Services
Experience
Covington Investments, LLC December 2013 - Present
United Capital, LLC December 2012 - September 2013
AchooAllergy.com November 2000 - December 2012
eGulliver.com March 2000 - December 2000
J.C. Bradford & Co. December 1996 - May 2000
Education
Emory University 1999 — 2000
MBA
The University of Georgia 1993 — 1996
BBA
Georgia Institute of Technology 1992 — 1993
Covington Investments, LLC December 2013 - Present
United Capital, LLC December 2012 - September 2013
AchooAllergy.com November 2000 - December 2012
eGulliver.com March 2000 - December 2000
J.C. Bradford & Co. December 1996 - May 2000
Education
Emory University 1999 — 2000
MBA
The University of Georgia 1993 — 1996
BBA
Georgia Institute of Technology 1992 — 1993
David A. Jones David A. Jones's J.C. Bradford & Co. Experience July 1986 - May 1999
Job Chief Financial Officer / Strategic Advsior / Investment Banker
Industry Management Consulting
Experience
C-Level Advisory January 2007 - Present
Adroit Software LLC August 2010 - December 2012
Morgan Joseph & Co. Inc. August 2001 - December 2006
SunTrust Equitable Securities May 1999 - May 2001
J.C. Bradford & Co. July 1986 - May 1999
Skills
Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Finance, Business Valuation, Corporate Finance, Management, Financial Modeling, Acquisitions, Securities, Financial Analysis, Investor Relations, Equities, Mergers & Acquisitions, Risk Management, Asset Management, Capital Markets, Entrepreneurship, Valuation, New Business Development, Divestitures, Corporate Development, Investments, Strategic Planning, Strategy, Business Strategy, Leadership, Business Development, Forecasting, Budgeting, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, IPO, Contract Negotiation, Managerial Finance, Executive Management, Business Planning
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (BS), Business Administration
C-Level Advisory January 2007 - Present
Adroit Software LLC August 2010 - December 2012
Morgan Joseph & Co. Inc. August 2001 - December 2006
SunTrust Equitable Securities May 1999 - May 2001
J.C. Bradford & Co. July 1986 - May 1999
Skills
Investment Banking, Private Equity, Due Diligence, Mergers, Venture Capital, Finance, Business Valuation, Corporate Finance, Management, Financial Modeling, Acquisitions, Securities, Financial Analysis, Investor Relations, Equities, Mergers & Acquisitions, Risk Management, Asset Management, Capital Markets, Entrepreneurship, Valuation, New Business Development, Divestitures, Corporate Development, Investments, Strategic Planning, Strategy, Business Strategy, Leadership, Business Development, Forecasting, Budgeting, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, IPO, Contract Negotiation, Managerial Finance, Executive Management, Business Planning
Education
Vanderbilt University - Owen Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1976 — 1980
Bachelor of Science (BS), Business Administration
James Irwin James Irwin's J.C. Bradford & Co. Experience February 1995 - January 1997
Job Senior Vice President at Credit Value Partners, LP
Industry Financial Services
Experience
Credit Value Partners, LP July 2015 - Present
Metis Commercial Finance August 2014 - Present
BofI Federal Bank February 2013 - October 2013
MC Healthcare Finance February 2012 - February 2013
Cross Communications/Helios Group International September 2007 - March 2012
mCapital January 2007 - January 2011
Meridian Healthcare Finance February 1997 - December 2006
J.C. Bradford & Co. February 1995 - January 1997
Solomon Smith Barney, Inc. January 1994 - January 1995
Prudential Securities, Inc January 1991 - December 1993
Skills
Corporate Finance, Asset Based Lending, Financial Modeling, Banking, Start-ups, Capital, New Business Development, Business Strategy, Business Planning, Healthcare, Loan Origination, Strategic Planning, Sales Management, Team Building, Capital Markets, International Business, Securitization, Strategic Leadership, Capital Structure, Operations Management, Marketing Strategy, International Finance, Cross-functional Team..., Portfolio Optimization, Quantitative Finance, Market Research, Organizational..., Financial Reporting, Entrepreneurial..., Budgeting, Business Management, Risk Assessment, Creative Vision, Operational Planning, Healthcare Asset Based..., Portfolio Strategy, Financial Engineering, Business Optimization, Published Author, Board Development, Strategy, Finance, Portfolio Management, Private Equity, Leveraged Finance, Entrepreneurship, Executive Management, Management
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
M.B.A., Finance
University of Colorado at Boulder 1978 — 1982
B.S, Economics
Torrey Pines High School
High School Diploma
Credit Value Partners, LP July 2015 - Present
Metis Commercial Finance August 2014 - Present
BofI Federal Bank February 2013 - October 2013
MC Healthcare Finance February 2012 - February 2013
Cross Communications/Helios Group International September 2007 - March 2012
mCapital January 2007 - January 2011
Meridian Healthcare Finance February 1997 - December 2006
J.C. Bradford & Co. February 1995 - January 1997
Solomon Smith Barney, Inc. January 1994 - January 1995
Prudential Securities, Inc January 1991 - December 1993
Skills
Corporate Finance, Asset Based Lending, Financial Modeling, Banking, Start-ups, Capital, New Business Development, Business Strategy, Business Planning, Healthcare, Loan Origination, Strategic Planning, Sales Management, Team Building, Capital Markets, International Business, Securitization, Strategic Leadership, Capital Structure, Operations Management, Marketing Strategy, International Finance, Cross-functional Team..., Portfolio Optimization, Quantitative Finance, Market Research, Organizational..., Financial Reporting, Entrepreneurial..., Budgeting, Business Management, Risk Assessment, Creative Vision, Operational Planning, Healthcare Asset Based..., Portfolio Strategy, Financial Engineering, Business Optimization, Published Author, Board Development, Strategy, Finance, Portfolio Management, Private Equity, Leveraged Finance, Entrepreneurship, Executive Management, Management
Education
University of California, Los Angeles - The Anderson School of Management 1984 — 1986
M.B.A., Finance
University of Colorado at Boulder 1978 — 1982
B.S, Economics
Torrey Pines High School
High School Diploma
Grimes Baird Grimes Baird's J.C. Bradford & Co. Experience October 1995 - April 1999
Job Financial Center Manager at First Tennessee Bank
Industry Banking
Experience
Bank of America June 2009 - January 2014
Bank of America March 2003 - June 2009
Bank of America June 1999 - March 2003
J.C. Bradford & Co. October 1995 - April 1999
Sperry's Restaurant March 1987 - October 1995
Skills
Loans, Banking, Lines Of Credit, Consumer Lending, Small Business Lending, Relationship Management, Customer Service, Retail Banking, Proactively Manage Risk, Cross Selling, Portfolio Management, Refinance, Credit Cards, Residential Mortgages, Management, Team Building, Leadership, Microsoft Office, Risk Management, Finance
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Marketing
University of Tennessee-Knoxville
Business Administration and Management, General
Battle Ground Academy
High School
Bank of America June 2009 - January 2014
Bank of America March 2003 - June 2009
Bank of America June 1999 - March 2003
J.C. Bradford & Co. October 1995 - April 1999
Sperry's Restaurant March 1987 - October 1995
Skills
Loans, Banking, Lines Of Credit, Consumer Lending, Small Business Lending, Relationship Management, Customer Service, Retail Banking, Proactively Manage Risk, Cross Selling, Portfolio Management, Refinance, Credit Cards, Residential Mortgages, Management, Team Building, Leadership, Microsoft Office, Risk Management, Finance
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Marketing
University of Tennessee-Knoxville
Business Administration and Management, General
Battle Ground Academy
High School
Christine Scruggs Christine Scruggs's J.C. Bradford & Co. Experience October 1989 - July 1998
Job Wellspring Financial Solutions of Raymond James
Industry Financial Services
Experience
Wellspring Financial Solutions of Raymond James May 2015 - Present
St. Bernard Academy May 2012 - May 2015
St. Bernard Academy January 2006 - May 2012
JC Bradford & Co. October 1989 - July 1998
Nashville Bank of Commerce May 1989 - October 1989
Skills
Marketing, Team Building, Event Planning, Social Media, Public Relations, Business Development, Program Management, Volunteer Management, Teaching, Research, Higher Education, Training, Staff Development, Leadership, Nonprofits, Community Outreach, Strategic Planning, Public Speaking, Fundraising
Education
Trevecca Nazarene University 2008 — 2009
Master's degree, Education
Miami University 1985 — 1988
Bachelor of Arts (B.A.), Organizational Communication, General
Wellspring Financial Solutions of Raymond James May 2015 - Present
St. Bernard Academy May 2012 - May 2015
St. Bernard Academy January 2006 - May 2012
JC Bradford & Co. October 1989 - July 1998
Nashville Bank of Commerce May 1989 - October 1989
Skills
Marketing, Team Building, Event Planning, Social Media, Public Relations, Business Development, Program Management, Volunteer Management, Teaching, Research, Higher Education, Training, Staff Development, Leadership, Nonprofits, Community Outreach, Strategic Planning, Public Speaking, Fundraising
Education
Trevecca Nazarene University 2008 — 2009
Master's degree, Education
Miami University 1985 — 1988
Bachelor of Arts (B.A.), Organizational Communication, General
Carol Doyle's J.C. Bradford & Co. Experience 1987 - 1989
Job Director of Business Development at The Falcon Financial Group, LLC
Industry Financial Services
Experience
The Falcon Financial Group, LLC July 2015 - Present
AXA Advisors September 2013 - June 2015
The Scholarship Fund for Inner-City Children April 2013 - September 2013
Fitch Ratings March 1990 - March 2011
J.C. Bradford & Co. 1987 - 1989
Skills
Financial Analysis, Management, Market Research, Marketing Strategy, Marketing Communications, Investor Relations, Investments, Finance, Marketing, Securities, Leadership, Fixed Income, Team Building, Capital Markets, Ratings, Event Planning, Business Development, Financial Services, Corporate Finance, Credit Analysis, Compliance, New Business Development, Mutual Funds, Volunteer Management, Grant Writing, Building Relationships
Education
Bucknell University
BA, English, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
The Falcon Financial Group, LLC July 2015 - Present
AXA Advisors September 2013 - June 2015
The Scholarship Fund for Inner-City Children April 2013 - September 2013
Fitch Ratings March 1990 - March 2011
J.C. Bradford & Co. 1987 - 1989
Skills
Financial Analysis, Management, Market Research, Marketing Strategy, Marketing Communications, Investor Relations, Investments, Finance, Marketing, Securities, Leadership, Fixed Income, Team Building, Capital Markets, Ratings, Event Planning, Business Development, Financial Services, Corporate Finance, Credit Analysis, Compliance, New Business Development, Mutual Funds, Volunteer Management, Grant Writing, Building Relationships
Education
Bucknell University
BA, English, Economics
New York University - Leonard N. Stern School of Business
MBA, Finance
Ginny Hudgens's J.C. Bradford & Co. Experience 1992 - 2000
Job Strategic Planner & "Hands On" Implementer for Financial Advisors & Wealth Managers
Industry Management Consulting
Experience
The Strategic Implementer November 2005 - Present
Guardian Wealth Management, Inc. August 2000 - November 2005
JC Bradford & Co. 1992 - 2000
Skills
Strategic Financial..., Strategic Planning, Strategy, Financial Services, Marketing, Finance, Coaching, Time Management, Management, Customer Service, Implementer
Education
University of Louisville 1984 — 1988
B.S., Business Administration, Finance
The Strategic Implementer November 2005 - Present
Guardian Wealth Management, Inc. August 2000 - November 2005
JC Bradford & Co. 1992 - 2000
Skills
Strategic Financial..., Strategic Planning, Strategy, Financial Services, Marketing, Finance, Coaching, Time Management, Management, Customer Service, Implementer
Education
University of Louisville 1984 — 1988
B.S., Business Administration, Finance
Nat Hooker's J.C. Bradford & Co. Experience 1996 - 2000
Job Managing Director Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 2004 - Present
Legg Mason 2000 - 2004
J.C. Bradford & Co. 1996 - 2000
BellSouth Mobility 1990 - 1996
Education
Ole Miss 1986 — 1990
B.A., Finance
University of Mississippi 1986 — 1990
Wells Fargo Advisors LLC June 2004 - Present
Legg Mason 2000 - 2004
J.C. Bradford & Co. 1996 - 2000
BellSouth Mobility 1990 - 1996
Education
Ole Miss 1986 — 1990
B.A., Finance
University of Mississippi 1986 — 1990
Chad Estep Chad Estep's J.C. Bradford & Co. Experience 1998 - 2000
Job Chief Compliance Officer E*TRADE Securities LLC
Industry Financial Services
Experience
E*TRADE Financial Corporation May 2015 - Present
Stifel Financial Corp. 2005 - May 2015
PowellJohnson 2002 - 2004
A.G. Edwards 2000 - 2001
J.C. Bradford & Co. 1998 - 2000
Deloitte 1995 - 1998
Education
Lipscomb University 1991 — 1995
Bachelor of Science, Professional Accountancy
E*TRADE Financial Corporation May 2015 - Present
Stifel Financial Corp. 2005 - May 2015
PowellJohnson 2002 - 2004
A.G. Edwards 2000 - 2001
J.C. Bradford & Co. 1998 - 2000
Deloitte 1995 - 1998
Education
Lipscomb University 1991 — 1995
Bachelor of Science, Professional Accountancy
Michael Oertling Michael Oertling's J.C. Bradford & Co. Experience 1996 - 2000
Job Associate at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2013 - Present
UBS 2011 - April 2013
UBS 2010 - 2011
UBS 2008 - 2010
UBS 2003 - 2008
UBS 2000 - 2003
JC Bradford & Co. 1996 - 2000
FDIC 1990 - 1996
Skills
Series 7, Series 63, Series 65, Financial Analysis, Financial Modeling, Strategic Financial..., Recruiting, Wealth Management
Education
The University of Tennessee at Chattanooga 1983 — 1988
BS, Economics
Merrill Edge April 2013 - Present
UBS 2011 - April 2013
UBS 2010 - 2011
UBS 2008 - 2010
UBS 2003 - 2008
UBS 2000 - 2003
JC Bradford & Co. 1996 - 2000
FDIC 1990 - 1996
Skills
Series 7, Series 63, Series 65, Financial Analysis, Financial Modeling, Strategic Financial..., Recruiting, Wealth Management
Education
The University of Tennessee at Chattanooga 1983 — 1988
BS, Economics
Abe Early Abe Early's J.C. Bradford & Co. Experience February 1998 - June 1999
Job Director, Business Development at MBL Advisors Inc., A McColl Bros. Lockwood Company
Industry Financial Services
Experience
MBL Advisors Inc., A McColl Bros. Lockwood Company February 2014 - Present
Ignite Sports Marketing December 2011 - February 2014
Charlotte Eagles February 2013 - September 2013
Dixon Hughes Goodman Wealth Advisors, LLC April 2005 - November 2011
Merrill Lynch & Co., Inc June 1999 - April 2005
J.C. Bradford & Co. February 1998 - June 1999
Amangani Resort June 1996 - February 1998
Skills
Sales Management, Marketing Strategy, Investment Advisory, Comprehensive Wealth..., Fundraising, Strategic Leadership, Direct Sales, Consulting, Management, Wealth Management..., Sales, Sports, Retirement Planning, Strategic Financial..., Sports Marketing, Cold Calling, Leadership, Finance, Financial Advisory, Small Business, Insurance, Investment Management, Marketing, Wealth Management
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner, Financial Planning and Services
Wake Forest University 1992 — 1996
Bachelor of Arts, Sociology
MBL Advisors Inc., A McColl Bros. Lockwood Company February 2014 - Present
Ignite Sports Marketing December 2011 - February 2014
Charlotte Eagles February 2013 - September 2013
Dixon Hughes Goodman Wealth Advisors, LLC April 2005 - November 2011
Merrill Lynch & Co., Inc June 1999 - April 2005
J.C. Bradford & Co. February 1998 - June 1999
Amangani Resort June 1996 - February 1998
Skills
Sales Management, Marketing Strategy, Investment Advisory, Comprehensive Wealth..., Fundraising, Strategic Leadership, Direct Sales, Consulting, Management, Wealth Management..., Sales, Sports, Retirement Planning, Strategic Financial..., Sports Marketing, Cold Calling, Leadership, Finance, Financial Advisory, Small Business, Insurance, Investment Management, Marketing, Wealth Management
Education
College for Financial Planning 2003 — 2004
Certified Financial Planner, Financial Planning and Services
Wake Forest University 1992 — 1996
Bachelor of Arts, Sociology
Gaye Pike Gaye Pike's J.C. Bradford & Co. Experience January 1995 - August 2000
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Caledonian Financial January 2008 - Present
Caldwell Group December 2004 - January 2008
Hilliard Lyons November 2001 - December 2004
UBS August 2000 - November 2001
JC Bradford & Co. January 1995 - August 2000
Quality Industries 1991 - 1995
Skills
Retirement Planning, Series 7, Series 63, Investments, Accounting, Sales, Microsoft Office, Strategic Financial..., Retirement, Finance, Insurance, Series 65, Mortgage Lending, Asset Management, Negotiation, Financial Analysis, Portfolio Management, Team Building, Life Insurance, Microsoft Excel, Mutual Funds, Estate Planning, Securities, Customer Service, Uniform Combined State..., Banking
Education
Lipscomb University 1986 — 1990
BS, Accounting
Caledonian Financial January 2008 - Present
Caldwell Group December 2004 - January 2008
Hilliard Lyons November 2001 - December 2004
UBS August 2000 - November 2001
JC Bradford & Co. January 1995 - August 2000
Quality Industries 1991 - 1995
Skills
Retirement Planning, Series 7, Series 63, Investments, Accounting, Sales, Microsoft Office, Strategic Financial..., Retirement, Finance, Insurance, Series 65, Mortgage Lending, Asset Management, Negotiation, Financial Analysis, Portfolio Management, Team Building, Life Insurance, Microsoft Excel, Mutual Funds, Estate Planning, Securities, Customer Service, Uniform Combined State..., Banking
Education
Lipscomb University 1986 — 1990
BS, Accounting
Diane Parmele Diane Parmele's J.C. Bradford & Co. Experience February 1981 - August 1985
Job CRPC®, AAMS®, Director of Client Operations at HMC Partners
Industry Financial Services
Experience
HMC Partners February 2010 - Present
Wells Fargo Advisors LLC August 2006 - July 2009
Compass Financial Partners January 2006 - August 2006
Morgan Stanley August 1985 - December 2005
J.C. Bradford & Co. February 1981 - August 1985
Skills
Sales, Series 7, Chartered Retirement..., North Carolina Life &..., Notary Public, North..., Accredited Asset...
Education
Middle Tennessee State University 1977 — 1980
BBA, Marketing
HMC Partners February 2010 - Present
Wells Fargo Advisors LLC August 2006 - July 2009
Compass Financial Partners January 2006 - August 2006
Morgan Stanley August 1985 - December 2005
J.C. Bradford & Co. February 1981 - August 1985
Skills
Sales, Series 7, Chartered Retirement..., North Carolina Life &..., Notary Public, North..., Accredited Asset...
Education
Middle Tennessee State University 1977 — 1980
BBA, Marketing
Stan Bumgarner Stan Bumgarner's J.C. Bradford & Co. Experience January 1990 - December 2000
Job Investment Advisor Representative at Voya Financial Advisors, Inc. (www.StanBumgarner.com)
Industry Financial Services
Experience
Voya Financial Advisors, Inc. May 2006 - Present
UBS Financial Services, Inc. January 2000 - April 2006
J.C. Bradford & Co. January 1990 - December 2000
Education
Lenoir-Rhyne College 1963 — 1966
BA, Music
Voya Financial Advisors, Inc. May 2006 - Present
UBS Financial Services, Inc. January 2000 - April 2006
J.C. Bradford & Co. January 1990 - December 2000
Education
Lenoir-Rhyne College 1963 — 1966
BA, Music
Gary Pinsly's J.C. Bradford & Co. Experience April 1986 - June 2000
Job Managing Director, R. W. Baird & Co.
Industry Financial Services
Experience
R.W. Baird & Co. January 2001 - Present
J.C. Bradford & Co. April 1986 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
M.B.A., Finance, Marketing
Tulane University - A.B. Freeman School of Business 1979 — 1981
B.S. Management, Finance and Marketing
R.W. Baird & Co. January 2001 - Present
J.C. Bradford & Co. April 1986 - June 2000
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
M.B.A., Finance, Marketing
Tulane University - A.B. Freeman School of Business 1979 — 1981
B.S. Management, Finance and Marketing
Mire Jonovski, AAMS's J.C. Bradford & Co. Experience 1995 - 2001
Job Investment Mangement Consultant, First Vice President Investments at Raymond James
Industry Financial Services
Experience
Cincinnati Wealth Management Advisors of Raymond James December 2005 - Present
Advest, Inc. February 2001 - December 2005
J.C. Bradford & Co. 1995 - 2001
Gradison & Co. 1980 - 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Portfolio Management, Securities, Investment Management, Financial Advisory, Finance, Due Diligence, Strategy, Financial Risk
Education
University of Cincinnati College of Business
Bachelor's, Finance
Cincinnati Wealth Management Advisors of Raymond James December 2005 - Present
Advest, Inc. February 2001 - December 2005
J.C. Bradford & Co. 1995 - 2001
Gradison & Co. 1980 - 1995
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Portfolio Management, Securities, Investment Management, Financial Advisory, Finance, Due Diligence, Strategy, Financial Risk
Education
University of Cincinnati College of Business
Bachelor's, Finance
Ed Clissold, CFA Ed Clissold, CFA's J.C. Bradford & Co. Experience June 1997 - June 2000
Job U.S. Market Strategist at Ned Davis Research
Industry Financial Services
Experience
Ned Davis Research January 2012 - Present
Ned Davis Research, Inc. August 2010 - January 2012
Ned Davis Research, Inc. April 2002 - August 2010
Strong Capital Management 2001 - 2001
J.C. Bradford & Co. June 1997 - June 2000
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Indiana University Bloomington 2000 — 2002
MBA, Finance
Transylvania University 1993 — 1997
B.A., Economics
Ned Davis Research January 2012 - Present
Ned Davis Research, Inc. August 2010 - January 2012
Ned Davis Research, Inc. April 2002 - August 2010
Strong Capital Management 2001 - 2001
J.C. Bradford & Co. June 1997 - June 2000
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
Indiana University Bloomington 2000 — 2002
MBA, Finance
Transylvania University 1993 — 1997
B.A., Economics
Bob Belvin Bob Belvin's J.C. Bradford & Co. Experience March 1997 - March 2001
Job Major Account Executive at Spectrum Enterprise Solutions
Industry Telecommunications
Experience
Spectrum Enterprise Solutions April 2012 - Present
ESPN3 January 2012 - Present
ESPNClarksville September 2010 - Present
Fox College Sports September 2012 - July 2014
Wazoo Sports September 2010 - August 2012
Charter Communications January 2006 - April 2012
Charter Business 2001 - 2006
J.C. Bradford & Co. March 1997 - March 2001
Charter Communications February 1989 - March 1997
WKAG TV-43 1985 - 1989
Skills
Public Relations, Radio, Media Relations, Video, Sales, Telecommunications, Sports, Public Speaking, Team Leadership, New Business Development, Advertising, Television, Broadcast, Social Media, Direct Sales, Account Management, Management, Salesforce.com, Networking, Leadership, Customer Satisfaction, Radio Broadcasting, Customer Retention, Marketing, Marketing Communications, Cold Calling, Team Building, Social Media Marketing, Social Networking, Advertising Sales, Facebook, Time Management, Digital Media, Digital Marketing, Video Production, Video Editing, Online Advertising, Sales Process, Copywriting, New Media, Event Planning, Internet, VPN, MPLS VPN, SIP Trunking, Optical Network, Voice & Data Convergence, Telephony, WAN, Broadcast Television
Education
Austin Peay State University 1983 — 1987
BS, Mass Communications
Spectrum Enterprise Solutions April 2012 - Present
ESPN3 January 2012 - Present
ESPNClarksville September 2010 - Present
Fox College Sports September 2012 - July 2014
Wazoo Sports September 2010 - August 2012
Charter Communications January 2006 - April 2012
Charter Business 2001 - 2006
J.C. Bradford & Co. March 1997 - March 2001
Charter Communications February 1989 - March 1997
WKAG TV-43 1985 - 1989
Skills
Public Relations, Radio, Media Relations, Video, Sales, Telecommunications, Sports, Public Speaking, Team Leadership, New Business Development, Advertising, Television, Broadcast, Social Media, Direct Sales, Account Management, Management, Salesforce.com, Networking, Leadership, Customer Satisfaction, Radio Broadcasting, Customer Retention, Marketing, Marketing Communications, Cold Calling, Team Building, Social Media Marketing, Social Networking, Advertising Sales, Facebook, Time Management, Digital Media, Digital Marketing, Video Production, Video Editing, Online Advertising, Sales Process, Copywriting, New Media, Event Planning, Internet, VPN, MPLS VPN, SIP Trunking, Optical Network, Voice & Data Convergence, Telephony, WAN, Broadcast Television
Education
Austin Peay State University 1983 — 1987
BS, Mass Communications
Charles Wilfong Charles Wilfong's J.C. Bradford & Co. Experience September 1991 - August 2000
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2000 - Present
Paine Webber August 2000 - October 2000
J.C. Bradford & Co. September 1991 - August 2000
Prudential Financial August 1989 - September 1991
Thompson McKinnon Securities November 1981 - August 1989
Skills
Retirement Planning, Asset Allocation, Investments, Fixed Annuities, Retirement Income..., Diversification, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers, Stocks, Bonds, Mutual Funds, ETFs, Unit Trusts, College Savings Plans, College Education..., Life Insurance, Variable Annuities, Indexed Annuities
Education
Appalachian State University 1968 — 1972
Mt. Airy High School
Wells Fargo Advisors, LLC October 2000 - Present
Paine Webber August 2000 - October 2000
J.C. Bradford & Co. September 1991 - August 2000
Prudential Financial August 1989 - September 1991
Thompson McKinnon Securities November 1981 - August 1989
Skills
Retirement Planning, Asset Allocation, Investments, Fixed Annuities, Retirement Income..., Diversification, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers, Stocks, Bonds, Mutual Funds, ETFs, Unit Trusts, College Savings Plans, College Education..., Life Insurance, Variable Annuities, Indexed Annuities
Education
Appalachian State University 1968 — 1972
Mt. Airy High School
D. Scott Huff D. Scott Huff's J.C. Bradford & Co. Experience May 1994 - April 1997
Job Professional with finance and sales experience looking to join a progressive company.
Industry Financial Services
Experience
Volunteer High School August 2007 - February 2014
Washington County Board of Education January 2004 - May 2005
Inslogic, Inc. September 2002 - April 2003
N2Nvest.com July 1999 - March 2001
Ameristar Investments April 1997 - December 1997
JC Bradford & Co. May 1994 - April 1997
Edward Jones September 1993 - May 1994
Skills
Financial Services, Finance, Financial Advisory, Investments, Leadership, Portfolio Management, Corporate Finance, Management, Curriculum Design, General Awesomeness, Change Management, Program Management, Relationship Management, Executive Management, Asset, Mutual Funds, Equities, Hedge Funds, Microsoft Excel, SaaS, Salesforce.com, Enterprise Software, Microsoft Office, Sales, Customer Service, Strategic Planning, Marketing Strategy, Team Building
Education
Milligan College 2005 — 2006
Master's Degree, Masters of Education program, 3.16
East Tennessee State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Corporate Finance
Tennessee Wesleyan College 1989 — 1990
No, Business Administration and Management, General
Volunteer High School August 2007 - February 2014
Washington County Board of Education January 2004 - May 2005
Inslogic, Inc. September 2002 - April 2003
N2Nvest.com July 1999 - March 2001
Ameristar Investments April 1997 - December 1997
JC Bradford & Co. May 1994 - April 1997
Edward Jones September 1993 - May 1994
Skills
Financial Services, Finance, Financial Advisory, Investments, Leadership, Portfolio Management, Corporate Finance, Management, Curriculum Design, General Awesomeness, Change Management, Program Management, Relationship Management, Executive Management, Asset, Mutual Funds, Equities, Hedge Funds, Microsoft Excel, SaaS, Salesforce.com, Enterprise Software, Microsoft Office, Sales, Customer Service, Strategic Planning, Marketing Strategy, Team Building
Education
Milligan College 2005 — 2006
Master's Degree, Masters of Education program, 3.16
East Tennessee State University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Corporate Finance
Tennessee Wesleyan College 1989 — 1990
No, Business Administration and Management, General
Christopher Swift Christopher Swift's J.C. Bradford & Co. Experience 1991 - 1999
Job Commodity Broker/ Consultant, Nashville Based Swift Trading Company
Industry Financial Services
Experience
Swift Trading Company December 2013 - Present
Rosenthal Collins Group October 1999 - December 2013
J.C. Bradford & Company March 1991 - October 1999
J.C. Bradford & Co. 1991 - 1999
Skills
Hedging, Commodity, Trading, Options, Traders, Trading Strategies, Derivatives, Technical Analysis, Commodity Markets, Proprietary Trading, Risk Management, Trading Systems, Electronic Trading, Financial Markets, Portfolio Management, FX Options, Investments, Securities, FINRA, Currency, Bloomberg, Hedge Funds, Agriculture, Equities, Bonds, Banking, Agribusiness, Capital Markets, FX trading, Alternative Investments, Foreign Exchange, Fixed Income, Financial Risk, ETFs, Asset Management, Brokerage, Equity Trading, Investment Strategies, Managed Futures, Market Risk, Economics
Education
Middle Tennessee State University 1983 — 1985
David Lipscomb University
Swift Trading Company December 2013 - Present
Rosenthal Collins Group October 1999 - December 2013
J.C. Bradford & Company March 1991 - October 1999
J.C. Bradford & Co. 1991 - 1999
Skills
Hedging, Commodity, Trading, Options, Traders, Trading Strategies, Derivatives, Technical Analysis, Commodity Markets, Proprietary Trading, Risk Management, Trading Systems, Electronic Trading, Financial Markets, Portfolio Management, FX Options, Investments, Securities, FINRA, Currency, Bloomberg, Hedge Funds, Agriculture, Equities, Bonds, Banking, Agribusiness, Capital Markets, FX trading, Alternative Investments, Foreign Exchange, Fixed Income, Financial Risk, ETFs, Asset Management, Brokerage, Equity Trading, Investment Strategies, Managed Futures, Market Risk, Economics
Education
Middle Tennessee State University 1983 — 1985
David Lipscomb University
Randy Woodward Randy Woodward's J.C. Bradford & Co. Experience February 1995 - February 1998
Job Managing Director at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. August 1998 - Present
Salomon Smith Barney February 1998 - August 1998
J.C. Bradford & Co. February 1995 - February 1998
Bloomberg February 1988 - February 1995
Skills
Bonds, Institution Sales, Analysis, Fixed Income, Investments, Financial Markets, Capital Markets, Debt, Securities, Banking, Bloomberg, Economics, Portfolio Management, Series 7, Asset Management
Education
Rider University 1985 — 1991
MBA, Business
Raymond James Financial Inc. August 1998 - Present
Salomon Smith Barney February 1998 - August 1998
J.C. Bradford & Co. February 1995 - February 1998
Bloomberg February 1988 - February 1995
Skills
Bonds, Institution Sales, Analysis, Fixed Income, Investments, Financial Markets, Capital Markets, Debt, Securities, Banking, Bloomberg, Economics, Portfolio Management, Series 7, Asset Management
Education
Rider University 1985 — 1991
MBA, Business
Dylan Kemna Dylan Kemna's J.C. Bradford & Co. Experience 1997 - 1999
Job Director of Business Development at OptiCall
Industry Marketing and Advertising
Experience
OptiCall Inc. January 2009 - Present
Fast Track Marketing October 2007 - November 2008
GT Global Staffing October 2005 - September 2007
Health Management Solutions August 2001 - August 2004
Bisys 2000 - 2002
JC Bradford & Co. 1997 - 1999
Intern at Monarch Marking 1997 - 1999
Skills
Sales, Marketing, CRM, Social Media, Advertising, PowerPoint, Management, Microsoft Excel, Process Improvement, New Business Development, Customer Service, Account Management, Marketing Strategy, Healthcare, Strategic Partnerships, Sales Management, Lead Generation, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Marketing, Salesforce.com, Marketing Management, Business Development, Medical Devices, Leadership, Product Launch, Sales Operations, Team Building, B2B, Selling, Sales Process, Direct Sales, Sales Presentations, Market Planning, Cold Calling, Start-ups, Product Marketing, Competitive Analysis, Strategy, Online Advertising, Email Marketing, Market Research, Business Planning, Direct Marketing, Customer Retention, P&L Management, Market Analysis, Time Management, Trade Shows
Education
The Ohio State University 1995 — 1999
BS, Financial Management
Centerville High School 1991 — 1995
OptiCall Inc. January 2009 - Present
Fast Track Marketing October 2007 - November 2008
GT Global Staffing October 2005 - September 2007
Health Management Solutions August 2001 - August 2004
Bisys 2000 - 2002
JC Bradford & Co. 1997 - 1999
Intern at Monarch Marking 1997 - 1999
Skills
Sales, Marketing, CRM, Social Media, Advertising, PowerPoint, Management, Microsoft Excel, Process Improvement, New Business Development, Customer Service, Account Management, Marketing Strategy, Healthcare, Strategic Partnerships, Sales Management, Lead Generation, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Marketing, Salesforce.com, Marketing Management, Business Development, Medical Devices, Leadership, Product Launch, Sales Operations, Team Building, B2B, Selling, Sales Process, Direct Sales, Sales Presentations, Market Planning, Cold Calling, Start-ups, Product Marketing, Competitive Analysis, Strategy, Online Advertising, Email Marketing, Market Research, Business Planning, Direct Marketing, Customer Retention, P&L Management, Market Analysis, Time Management, Trade Shows
Education
The Ohio State University 1995 — 1999
BS, Financial Management
Centerville High School 1991 — 1995
Ivan Cintron Ivan Cintron's J.C. Bradford & Co. Experience February 1996 - February 1998
Job Freelance Writer & Editor.
Industry Writing and Editing
Experience
Cintron Communications June 2002 - Present
FundFire, Inc./Money Media February 2001 - May 2002
Individual Investor Online June 2000 - January 2001
Black Enterprise April 1999 - May 2000
The Bond Buyer February 1998 - April 1999
J.C. Bradford & Co. February 1996 - February 1998
The Nashville Business Journal June 1995 - February 1996
Securities Industry Daily (now Securities Industry News) September 1994 - May 1995
Investment Dealers' Digest June 1992 - September 1994
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Cintron Communications June 2002 - Present
FundFire, Inc./Money Media February 2001 - May 2002
Individual Investor Online June 2000 - January 2001
Black Enterprise April 1999 - May 2000
The Bond Buyer February 1998 - April 1999
J.C. Bradford & Co. February 1996 - February 1998
The Nashville Business Journal June 1995 - February 1996
Securities Industry Daily (now Securities Industry News) September 1994 - May 1995
Investment Dealers' Digest June 1992 - September 1994
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Maria Chaffee's J.C. Bradford & Co. Experience June 1996 - January 2000
Job Substitute Teacher for Palm Beach County School District
Industry Education Management
Experience
Palm Beach County School District January 2013 - Present
Emerging Minds Montessori Academy February 2011 - February 2013
firstPRO Inc September 2006 - September 2007
The Home Depot, Corporate Office January 2000 - October 2006
J.C. Bradford & Co. June 1996 - January 2000
Skills
Recruiting, Event Planning, Resume Writing, Onboarding, Public Speaking, Applicant Tracking..., Management, Teaching, Talent Acquisition, Human Resources, Technical Recruiting, Sourcing, Training, Customer Service, Sales, Background Checks, Project Management
Education
Baldwin-Wallace College 1992 — 1996
Bachelors, History and English
Palm Beach County School District January 2013 - Present
Emerging Minds Montessori Academy February 2011 - February 2013
firstPRO Inc September 2006 - September 2007
The Home Depot, Corporate Office January 2000 - October 2006
J.C. Bradford & Co. June 1996 - January 2000
Skills
Recruiting, Event Planning, Resume Writing, Onboarding, Public Speaking, Applicant Tracking..., Management, Teaching, Talent Acquisition, Human Resources, Technical Recruiting, Sourcing, Training, Customer Service, Sales, Background Checks, Project Management
Education
Baldwin-Wallace College 1992 — 1996
Bachelors, History and English
Jill Painter, CFP® Jill Painter, CFP®'s J.C. Bradford & Co. Experience June 1995 - September 2000
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Broadwater Painter Financial Group of Wells Fargo Advisors, LLC January 2006 - Present
UBS September 2000 - January 2006
JC Bradford & Co. June 1995 - September 2000
Education
North Carolina State University 1987 — 1992
Bachelor of Arts (BA), Political Science and Government
Broadwater Painter Financial Group of Wells Fargo Advisors, LLC January 2006 - Present
UBS September 2000 - January 2006
JC Bradford & Co. June 1995 - September 2000
Education
North Carolina State University 1987 — 1992
Bachelor of Arts (BA), Political Science and Government
Daniel T. Russler Jr. Daniel T. Russler Jr.'s J.C. Bradford & Co. Experience 1996 - 1997
Job Wealth Manager | Risk Manager | Portfolio Manager & Member at Family Asset Management LLC
Industry Financial Services
Experience
Family Asset Management, LLC 2003 - Present
Corporate Governance Fund 2001 - 2003
First Union Bank 2000 - 2001
William R. Hough & Co. 1997 - 2000
J.C. Bradford & Co. 1996 - 1997
U.S. Generating Company 1991 - 1996
New Japan Securities International 1988 - 1990
Bankers Trust Company 1986 - 1988
Skills
Asset Management, Wealth Management, Financial Advisory, RIA, Fee-Only Registered..., Independent Financial..., Retirement Planning, Trust Services, Educational Funding, Foundations, Philanthropy
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor's degree
Family Asset Management, LLC 2003 - Present
Corporate Governance Fund 2001 - 2003
First Union Bank 2000 - 2001
William R. Hough & Co. 1997 - 2000
J.C. Bradford & Co. 1996 - 1997
U.S. Generating Company 1991 - 1996
New Japan Securities International 1988 - 1990
Bankers Trust Company 1986 - 1988
Skills
Asset Management, Wealth Management, Financial Advisory, RIA, Fee-Only Registered..., Independent Financial..., Retirement Planning, Trust Services, Educational Funding, Foundations, Philanthropy
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor's degree
Dan Snow, CFP®, AWMA®, CRPS®'s J.C. Bradford & Co. Experience May 1998 - February 2001
Job Financial Advisor at Cincinnati Wealth Management Advisors of Raymond James
Industry Financial Services
Experience
Raymond James December 2005 - Present
Advest, Inc. February 2001 - November 2005
J.C. Bradford & Co. May 1998 - February 2001
Skills
Retirement Planning, Investments, Portfolio Management, Certified Financial..., Retirement Plan..., Asset Management, Asset Allocation, Mutual Funds, ETFs, Equities, Fixed Income
Education
University of Cincinnati College of Business 1996 — 2001
Business, BBA - Finance & Real Estate
Colerain High School
Kaplan University 2008 — 2009
CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
College for Financial Planning 2003 — 2006
AWMA, AAMS, CRPS, Financial Planning
Raymond James December 2005 - Present
Advest, Inc. February 2001 - November 2005
J.C. Bradford & Co. May 1998 - February 2001
Skills
Retirement Planning, Investments, Portfolio Management, Certified Financial..., Retirement Plan..., Asset Management, Asset Allocation, Mutual Funds, ETFs, Equities, Fixed Income
Education
University of Cincinnati College of Business 1996 — 2001
Business, BBA - Finance & Real Estate
Colerain High School
Kaplan University 2008 — 2009
CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
College for Financial Planning 2003 — 2006
AWMA, AAMS, CRPS, Financial Planning
Glenna Groce Glenna Groce's J.C. Bradford & Co. Experience 1995 - 2000
Job Project Manager Enrollment at Emdeon
Industry Information Technology and Services
Experience
Emdeon April 2013 - Present
Emdeon December 2010 - April 2013
Louisiana Pacific Corporation August 2006 - December 2010
Louisiana Pacific Corporation July 2004 - August 2006
HCCA International, Inc. 2002 - 2004
EBM Solutions, Inc. 2000 - 2002
J.C. Bradford & Co. 1995 - 2000
Skills
Business Analysis, Project Management, Business Intelligence, Data Analysis, Leadership, Microsoft Excel, MS Excel Pivot Tables, Access, Six Sigma, Business Process..., Microsoft Office, Product Development, SQL, SQL Server Management..., Strategic Planning, Microsoft SQL Server..., Microsoft Access, Salesforce.com, Cross-functional Team..., Process Improvement, Management, Training, Team Building
Education
Tennessee Technological University - College of Business Administration 1990 — 1995
B.S., Business Administration / Management Information Systems
Emdeon April 2013 - Present
Emdeon December 2010 - April 2013
Louisiana Pacific Corporation August 2006 - December 2010
Louisiana Pacific Corporation July 2004 - August 2006
HCCA International, Inc. 2002 - 2004
EBM Solutions, Inc. 2000 - 2002
J.C. Bradford & Co. 1995 - 2000
Skills
Business Analysis, Project Management, Business Intelligence, Data Analysis, Leadership, Microsoft Excel, MS Excel Pivot Tables, Access, Six Sigma, Business Process..., Microsoft Office, Product Development, SQL, SQL Server Management..., Strategic Planning, Microsoft SQL Server..., Microsoft Access, Salesforce.com, Cross-functional Team..., Process Improvement, Management, Training, Team Building
Education
Tennessee Technological University - College of Business Administration 1990 — 1995
B.S., Business Administration / Management Information Systems
Malon Wickham Malon Wickham's J.C. Bradford & Co. Experience August 1989 - July 2000
Job Senior Vice President and Branch Manager Of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. July 2010 - Present
Morgan Keegan July 2000 - July 2010
J.C. Bradford & Co. August 1989 - July 2000
Education
Presbyterian College 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Columbus High School 1977 — 1979
Wells Fargo Advisors, LLC. July 2010 - Present
Morgan Keegan July 2000 - July 2010
J.C. Bradford & Co. August 1989 - July 2000
Education
Presbyterian College 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Columbus High School 1977 — 1979
Sharlene Rochelle Sharlene Rochelle's J.C. Bradford & Co. Experience January 1999 - January 2000
Job Experienced Quality Assurance
Industry Logistics and Supply Chain
Experience
Ryder System, Inc. June 2012 - Present
Pomeroy May 2006 - June 2011
General Motors/Service Parts Operations 2005 - 2011
Randstad Staffing Services 2004 - 2006
Saturn Corporation January 2000 - January 2004
J.C. Bradford & Co. January 1999 - January 2000
Saturn Corporation January 1998 - January 1999
Construction Enterprises, Inc January 1997 - January 1998
Laidlaw Environmental Services January 1996 - January 1998
Rollins Environmental Services/Allworth, Incorporated January 1992 - January 1996
Skills
Continuous Improvement, Manufacturing, Training, Process Scheduler, Troubleshooting, Team Building, Technical Support, Quality Assurance, Team Leadership, Process Improvement, Account Management, Accounts Receivable, Analysis, Budgets, Business Process..., Change Management, Cross-functional Team..., Customer Satisfaction, Customer Service, Data Entry, Databases, Forecasting, Human Resources, Integration, Inventory Control, Leadership, Lean Manufacturing, Logistics, MS Project, Management, Microsoft Office, Operations Management, Outlook, Payroll, Product Development, Program Management, Project Management, Project Planning, Recruiting, Sales, Software Documentation, Strategic Planning, Time Management, Supply Chain Management, Transportation, Vendor Management
Education
Middle Tennessee State University 1987 — 1989
B.S, Fashion Merchandising
Ryder System, Inc. June 2012 - Present
Pomeroy May 2006 - June 2011
General Motors/Service Parts Operations 2005 - 2011
Randstad Staffing Services 2004 - 2006
Saturn Corporation January 2000 - January 2004
J.C. Bradford & Co. January 1999 - January 2000
Saturn Corporation January 1998 - January 1999
Construction Enterprises, Inc January 1997 - January 1998
Laidlaw Environmental Services January 1996 - January 1998
Rollins Environmental Services/Allworth, Incorporated January 1992 - January 1996
Skills
Continuous Improvement, Manufacturing, Training, Process Scheduler, Troubleshooting, Team Building, Technical Support, Quality Assurance, Team Leadership, Process Improvement, Account Management, Accounts Receivable, Analysis, Budgets, Business Process..., Change Management, Cross-functional Team..., Customer Satisfaction, Customer Service, Data Entry, Databases, Forecasting, Human Resources, Integration, Inventory Control, Leadership, Lean Manufacturing, Logistics, MS Project, Management, Microsoft Office, Operations Management, Outlook, Payroll, Product Development, Program Management, Project Management, Project Planning, Recruiting, Sales, Software Documentation, Strategic Planning, Time Management, Supply Chain Management, Transportation, Vendor Management
Education
Middle Tennessee State University 1987 — 1989
B.S, Fashion Merchandising
Amy Lambert, CFA Amy Lambert, CFA's J.C. Bradford & Co. Experience 1994 - 1997
Job at Financial Advisory Consultant
Industry Financial Services
Experience
Independent Financial Advisory Consultant 2003 - Present
Stephens Inc. 2001 - 2003
Wachovia Securities 1997 - 2000
J.C. Bradford & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Asset Allocation, Mergers, Investment Banking, Financial Modeling, Finance, Financial Services, Financial Analysis, Investments, Securities, Private Equity, Valuation, Financial Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
Independent Financial Advisory Consultant 2003 - Present
Stephens Inc. 2001 - 2003
Wachovia Securities 1997 - 2000
J.C. Bradford & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Asset Allocation, Mergers, Investment Banking, Financial Modeling, Finance, Financial Services, Financial Analysis, Investments, Securities, Private Equity, Valuation, Financial Advisory
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
Vicki Dull Vicki Dull's J.C. Bradford & Co. Experience 1996 - 1998
Job Executive Director, Jo Ann Carter Harrelson Center
Industry Nonprofit Organization Management
Experience
Jo Ann Carter Harrelson Center January 2011 - Present
Simple Software Solutions, LLC January 2011 - April 2012
Quicksilver Business Solutions December 2008 - December 2010
J.C. Bradford & Co. 1996 - 1998
UNCW 1990 - 1996
Skills
Budgets, QuickBooks, Small Business, Accounting, Nonprofits, Leadership, Start-ups, Training, Event Management, Management, Real Estate, Research, Strategic Planning, Team Building, Public Speaking, Event Planning, Fundraising, Non-profits, Leadership Development, Marketing, Entrepreneurship, Social Media, Organizational..., Social Networking, Grant Writing, Strategy, Volunteer Management, Community Outreach, Program Management, Staff Development, Program Development, Workshop Facilitation
Education
Appalachian State University 1981 — 1985
B.S.B.A., Management Information Systems
Jo Ann Carter Harrelson Center January 2011 - Present
Simple Software Solutions, LLC January 2011 - April 2012
Quicksilver Business Solutions December 2008 - December 2010
J.C. Bradford & Co. 1996 - 1998
UNCW 1990 - 1996
Skills
Budgets, QuickBooks, Small Business, Accounting, Nonprofits, Leadership, Start-ups, Training, Event Management, Management, Real Estate, Research, Strategic Planning, Team Building, Public Speaking, Event Planning, Fundraising, Non-profits, Leadership Development, Marketing, Entrepreneurship, Social Media, Organizational..., Social Networking, Grant Writing, Strategy, Volunteer Management, Community Outreach, Program Management, Staff Development, Program Development, Workshop Facilitation
Education
Appalachian State University 1981 — 1985
B.S.B.A., Management Information Systems
Rick Reisner Rick Reisner's J.C. Bradford & Co. Experience June 1992 - June 2000
Job Managing Director at LFM Capital
Industry Investment Management
Experience
LFM Capital May 2014 - Present
TVV Capital August 2004 - April 2014
J.C. Bradford & Co. June 1992 - June 2000
Skills
Asset Management, Investments, Equities, Alternative Investments, Private Equity, Portfolio Management, Capital Markets, Valuation, Investment Banking, Business Strategy, Mergers & Acquisitions, Financial Modeling
Education
University of Virginia 1984 — 1988
Bachelor of Science (BS), Commerce
The University of Texas at Austin 1990 — 1992
Master of Business Administration (MBA), Finance, General
LFM Capital May 2014 - Present
TVV Capital August 2004 - April 2014
J.C. Bradford & Co. June 1992 - June 2000
Skills
Asset Management, Investments, Equities, Alternative Investments, Private Equity, Portfolio Management, Capital Markets, Valuation, Investment Banking, Business Strategy, Mergers & Acquisitions, Financial Modeling
Education
University of Virginia 1984 — 1988
Bachelor of Science (BS), Commerce
The University of Texas at Austin 1990 — 1992
Master of Business Administration (MBA), Finance, General
James Pratt James Pratt's J.C. Bradford & Co. Experience November 1997 - March 2001
Job President at Blackwell, Burns & Pratt
Industry Financial Services
Experience
Blackwell, Burns & Pratt February 2011 - Present
NRS June 2003 - July 2006
J.C. Bradford & Co. November 1997 - March 2001
Morgan Keegan September 1994 - October 1997
Oppenheimer & Co. June 1990 - August 1994
Skills
Commerial Debt Recovery, Asset & Liability..., Accounts Receivable..., Diplomatic Arbitration, Private Investigations, Litigation, Account Management, Credit Risk, Accounts Receivable, Process Improvement, Debt Settlement, Cash Flow, Operations Management, Credit Analysis, Negotiation, PowerPoint, Team Building, Microsoft Office, Microsoft Excel, Skip Tracing, Policy, Credit, Finance, Customer Service, Sales Management, Training, Call Centers, Executive Management, Loans, Recruiting, CRM, Loss Mitigation, Portfolio Management, Vendor Management, Customer Satisfaction, Team Leadership, Relationship Management, Leadership, Sales, Contract Negotiation, Coaching, Forecasting, Customer Retention, Banking, Payments, Financial Services, Investments, Business Development, Management, Sales Process
Education
Houston Baptist University - College of Business and Economics 1989 — 1991
Finance and Economics
Oak Ridge High School 1983 — 1989
Sacred Heart Catholic School 1975 — 1983
Blackwell, Burns & Pratt February 2011 - Present
NRS June 2003 - July 2006
J.C. Bradford & Co. November 1997 - March 2001
Morgan Keegan September 1994 - October 1997
Oppenheimer & Co. June 1990 - August 1994
Skills
Commerial Debt Recovery, Asset & Liability..., Accounts Receivable..., Diplomatic Arbitration, Private Investigations, Litigation, Account Management, Credit Risk, Accounts Receivable, Process Improvement, Debt Settlement, Cash Flow, Operations Management, Credit Analysis, Negotiation, PowerPoint, Team Building, Microsoft Office, Microsoft Excel, Skip Tracing, Policy, Credit, Finance, Customer Service, Sales Management, Training, Call Centers, Executive Management, Loans, Recruiting, CRM, Loss Mitigation, Portfolio Management, Vendor Management, Customer Satisfaction, Team Leadership, Relationship Management, Leadership, Sales, Contract Negotiation, Coaching, Forecasting, Customer Retention, Banking, Payments, Financial Services, Investments, Business Development, Management, Sales Process
Education
Houston Baptist University - College of Business and Economics 1989 — 1991
Finance and Economics
Oak Ridge High School 1983 — 1989
Sacred Heart Catholic School 1975 — 1983
Gary Dean Gary Dean's J.C. Bradford & Co. Experience May 1996 - June 2000
Job Partner at Milemark Partners, LLC
Industry Financial Services
Experience
Milemark Partners, LLC January 2015 - Present
Carilliam Capital, LLC March 2011 - Present
Jetstream Capital, LLC March 2003 - December 2010
Robert W. Baird July 2000 - February 2003
J.C. Bradford & Co. May 1996 - June 2000
Coopers & Lybrand September 1992 - July 1995
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
University of Alabama 1988 — 1992
Bachelor of Science
Milemark Partners, LLC January 2015 - Present
Carilliam Capital, LLC March 2011 - Present
Jetstream Capital, LLC March 2003 - December 2010
Robert W. Baird July 2000 - February 2003
J.C. Bradford & Co. May 1996 - June 2000
Coopers & Lybrand September 1992 - July 1995
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
University of Alabama 1988 — 1992
Bachelor of Science
Nancy Kleinert Nancy Kleinert's J.C. Bradford & Co. Experience September 1990 - September 1998
Job Client Relations Business Partner at Knowledge Universe
Industry Education Management
Experience
Knowledge Universe April 2015 - Present
Vanderbilt University Medical Center March 2010 - March 2015
Metro Nashville Public Schools August 2007 - March 2010
Centerstone November 2004 - July 2007
J.C. Bradford & Co. September 1990 - September 1998
Skills
Oral & Written..., Conflict Resolution, Interventions, Mediation, Written & Oral..., Organization &..., Psychotherapy, Crisis Intervention, Ethical Decision Making, Therapists, Conflict-Management,, Conflict Management, Group Therapy, Mental Health Counseling, Healthcare Management, Healthcare, Community Outreach, Coaching, Strategic Planning
Education
University of Tennessee-Knoxville 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Hampton University 1999 — 2001
Master of Arts (M.A.), Mental Health Counseling/Counselor
Knowledge Universe April 2015 - Present
Vanderbilt University Medical Center March 2010 - March 2015
Metro Nashville Public Schools August 2007 - March 2010
Centerstone November 2004 - July 2007
J.C. Bradford & Co. September 1990 - September 1998
Skills
Oral & Written..., Conflict Resolution, Interventions, Mediation, Written & Oral..., Organization &..., Psychotherapy, Crisis Intervention, Ethical Decision Making, Therapists, Conflict-Management,, Conflict Management, Group Therapy, Mental Health Counseling, Healthcare Management, Healthcare, Community Outreach, Coaching, Strategic Planning
Education
University of Tennessee-Knoxville 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Hampton University 1999 — 2001
Master of Arts (M.A.), Mental Health Counseling/Counselor
David Dowell David Dowell's J.C. Bradford & Co. Experience June 1990 - April 2000
Job Partner, Russell Capital Management
Industry Investment Management
Experience
Russell Capital Management July 2004 - Present
UBS April 2000 - July 2004
JC Bradford & Co. June 1990 - April 2000
Hilliard Lyons April 1982 - June 1990
Skills
Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Series 7, Asset Managment, Securities, Equities, Private Equity, Financial Analysis, Retirement Planning, Portfolio Management, Fixed Income, Estate Planning
Education
Thunderbird School of Global Management 1975 — 1976
MBA, Business
Washington and Lee University 1971 — 1975
BA, German
Russell Capital Management July 2004 - Present
UBS April 2000 - July 2004
JC Bradford & Co. June 1990 - April 2000
Hilliard Lyons April 1982 - June 1990
Skills
Investments, Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Series 7, Asset Managment, Securities, Equities, Private Equity, Financial Analysis, Retirement Planning, Portfolio Management, Fixed Income, Estate Planning
Education
Thunderbird School of Global Management 1975 — 1976
MBA, Business
Washington and Lee University 1971 — 1975
BA, German
Jan Verbeck Jan Verbeck's J.C. Bradford & Co. Experience February 1990 - March 1993
Job Director of Volunteer Services at AnMed Health
Industry Hospital & Health Care
Experience
AnMed Health August 1998 - Present
Interstate/Johnson Lane April 1993 - August 1998
J.C. Bradford & Co. February 1990 - March 1993
Kidder, Peabody & Co. Incorporated April 1987 - July 1989
Skills
Management, Recruiting, Event Planning, Customer Service, Budgets, Leadership, Teamwork, Communication, Problem Solving, Organizational &..., Volunteer Management
Education
Clemson University - College of Business and Behavioral Science 1981 — 1985
BS, Administrative Management
AnMed Health August 1998 - Present
Interstate/Johnson Lane April 1993 - August 1998
J.C. Bradford & Co. February 1990 - March 1993
Kidder, Peabody & Co. Incorporated April 1987 - July 1989
Skills
Management, Recruiting, Event Planning, Customer Service, Budgets, Leadership, Teamwork, Communication, Problem Solving, Organizational &..., Volunteer Management
Education
Clemson University - College of Business and Behavioral Science 1981 — 1985
BS, Administrative Management
John Gonas John Gonas's J.C. Bradford & Co. Experience April 1994 - May 1997
Job Associate Professor of Finance Belmont University President at Spring Back Recycling
Industry Education Management
Experience
Belmont University September 1997 - Present
Spring Back Recycling April 2012 - Present
J.C. Bradford & Co. April 1994 - May 1997
Education
University of Kentucky 2000 — 2005
PhD, Finance
University of Kentucky 2000 — 2005
Master of Science, Economics
Vanderbilt University 1996 — 1998
Master of Education (MEd), Secondary Education and Teaching
Belmont University
Belmont University September 1997 - Present
Spring Back Recycling April 2012 - Present
J.C. Bradford & Co. April 1994 - May 1997
Education
University of Kentucky 2000 — 2005
PhD, Finance
University of Kentucky 2000 — 2005
Master of Science, Economics
Vanderbilt University 1996 — 1998
Master of Education (MEd), Secondary Education and Teaching
Belmont University
Norris (Jay) Keeton Norris (Jay) Keeton's J.C. Bradford & Co. Experience March 1999 - September 2000
Job Senior Enterprise Security Engineer at HCA IT&S
Industry Information Technology and Services
Experience
HCA IT&S January 2015 - Present
Department of Defense – Tennessee Army National Guard April 2008 - January 2015
US Army (Active Duty) June 2009 - June 2010
US Army (Tennessee Army National Guard) May 2004 - February 2009
Army National Guard May 2005 - April 2008
Army National Guard September 2004 - May 2005
ZeroChaos February 2004 - September 2004
Premier System Integrators October 2000 - January 2004
J.C. Bradford & Co. March 1999 - September 2000
Saturn July 1993 - February 1999
Skills
Information Assurance, System Administration, Military, Policy, Security Clearance, Computer Security, Information Technology, Leadership, Security, Vulnerability Assessment, Top Secret, Network Security, Information Security..., SharePoint, Military Logistics, Management, Military Experience, Information Security, Networking, Servers, DoD, Program Management, Integration, Security, Army, Government, Software Documentation, Troubleshooting, Network Administration, Training, Command, Security+, Defense, Analysis, NATO, Microsoft Exchange, Windows 7, Emergency Management, IT Management, Organizational..., Software Installation, Computer Hardware, Active Directory, Military Training, Systems Engineering, Firewalls, VMware, Testing, Physical Security, Federal Government
Education
Lipscomb University
Master’s Degree, Information Technology
Covenant College 1994 — 1996
Bachelor of Science, Organization Management
Mercer County Community College 1986 — 1989
Associate of Science, General Business
Columbia State Community College 1982 — 1986
Data Processing, Computer Programming, ICS, Controls
US Army Command Staff and General College 2005 — 2007
Diploma, ILE Common Core, Combined Arms and Services Staff School
US Army Signal School 2008 — 2009
Diploma, Signal Officer Advance Course, OAC 25A
US Army Logistics School 1992 — 1992
Diploma, Material Management
HCA IT&S January 2015 - Present
Department of Defense – Tennessee Army National Guard April 2008 - January 2015
US Army (Active Duty) June 2009 - June 2010
US Army (Tennessee Army National Guard) May 2004 - February 2009
Army National Guard May 2005 - April 2008
Army National Guard September 2004 - May 2005
ZeroChaos February 2004 - September 2004
Premier System Integrators October 2000 - January 2004
J.C. Bradford & Co. March 1999 - September 2000
Saturn July 1993 - February 1999
Skills
Information Assurance, System Administration, Military, Policy, Security Clearance, Computer Security, Information Technology, Leadership, Security, Vulnerability Assessment, Top Secret, Network Security, Information Security..., SharePoint, Military Logistics, Management, Military Experience, Information Security, Networking, Servers, DoD, Program Management, Integration, Security, Army, Government, Software Documentation, Troubleshooting, Network Administration, Training, Command, Security+, Defense, Analysis, NATO, Microsoft Exchange, Windows 7, Emergency Management, IT Management, Organizational..., Software Installation, Computer Hardware, Active Directory, Military Training, Systems Engineering, Firewalls, VMware, Testing, Physical Security, Federal Government
Education
Lipscomb University
Master’s Degree, Information Technology
Covenant College 1994 — 1996
Bachelor of Science, Organization Management
Mercer County Community College 1986 — 1989
Associate of Science, General Business
Columbia State Community College 1982 — 1986
Data Processing, Computer Programming, ICS, Controls
US Army Command Staff and General College 2005 — 2007
Diploma, ILE Common Core, Combined Arms and Services Staff School
US Army Signal School 2008 — 2009
Diploma, Signal Officer Advance Course, OAC 25A
US Army Logistics School 1992 — 1992
Diploma, Material Management
Wes Gilchrist Wes Gilchrist's J.C. Bradford & Co. Experience 1998 - 2000
Job Partner at Lightfoot, Franklin & White
Industry Law Practice
Experience
Lightfoot, Franklin & White January 2014 - Present
Lightfoot, Franklin & White 2006 - Present
Judge Ed Carnes - Eleventh Circuit 2005 - 2006
Citigroup Smith Barney 2000 - 2002
JC Bradford & Co. 1998 - 2000
Skills
Litigation, Appeals, Civil Litigation, Product Liability, Commercial Litigation, Class Actions, Trial Practice, Business Litigation, Arbitration, Torts, Securities Litigation, Toxic Tort
Education
The University of Alabama School of Law 2002 — 2005
JD
Harvard College 1994 — 1998
AB, Economics
Lightfoot, Franklin & White January 2014 - Present
Lightfoot, Franklin & White 2006 - Present
Judge Ed Carnes - Eleventh Circuit 2005 - 2006
Citigroup Smith Barney 2000 - 2002
JC Bradford & Co. 1998 - 2000
Skills
Litigation, Appeals, Civil Litigation, Product Liability, Commercial Litigation, Class Actions, Trial Practice, Business Litigation, Arbitration, Torts, Securities Litigation, Toxic Tort
Education
The University of Alabama School of Law 2002 — 2005
JD
Harvard College 1994 — 1998
AB, Economics
Jana Fuller Jana Fuller's J.C. Bradford & Co. Experience June 1986 - May 1995
Job Director of Marketing
Industry Construction
Experience
Mechanical Resource Group February 2009 - Present
Deloitte 2006 - 2009
Tanner Corporate Services March 2006 - December 2008
Powell Johnson September 2003 - December 2005
J.C. Bradford & Co. June 1986 - May 1995
Skills
Project Management, New Business Development, Marketing, Sales
Education
Tennessee Technological University 1982 — 1986
BS, Marketing
Mechanical Resource Group February 2009 - Present
Deloitte 2006 - 2009
Tanner Corporate Services March 2006 - December 2008
Powell Johnson September 2003 - December 2005
J.C. Bradford & Co. June 1986 - May 1995
Skills
Project Management, New Business Development, Marketing, Sales
Education
Tennessee Technological University 1982 — 1986
BS, Marketing
Brandi Gatlin Brandi Gatlin's J.C. Bradford & Co. Experience February 1996 - April 2000
Job
Industry Financial Services
Experience
Triad Securities March 2015 - Present
Merriman Capital, Inc. May 2010 - October 2011
WJB Capital Group, Inc. November 2008 - May 2010
A.G. Edwards & Sons, Inc. April 2000 - December 2007
J.C. Bradford & Co. February 1996 - April 2000
Skills
Equity Trading, Event Management, Trading, Analysis, Series 7, Series 63, Equities, Bloomberg, Securities, Investments, Investor Relations, Equity Research, New Business Development, Institutional, Mutual Funds, Research, Capital Markets, Equity Valuation, Private Equity, Asset Allocation, Valuation, Financial Markets, Alternative Investments, Electronic Trading, Portfolio Management, Investment Banking, Trading Systems, FINRA, Financial Analysis, Series 24, Hedge Funds, Proprietary Trading, Financial Services, Fixed Income, Investment Advisory, Account Sales Strategies, Derivatives, Options, IPO, ETFs, Bonds, Investment Strategies, Hedging, Structured Products, Prime Brokerage, Stock Trading, Institutional Sales, Equity Derivatives, Asset Management, Emerging Markets
Education
University of Alabama 1991 — 1995
Bachelor of Science, Commerce Business and Administration
Thomasville High School
Triad Securities March 2015 - Present
Merriman Capital, Inc. May 2010 - October 2011
WJB Capital Group, Inc. November 2008 - May 2010
A.G. Edwards & Sons, Inc. April 2000 - December 2007
J.C. Bradford & Co. February 1996 - April 2000
Skills
Equity Trading, Event Management, Trading, Analysis, Series 7, Series 63, Equities, Bloomberg, Securities, Investments, Investor Relations, Equity Research, New Business Development, Institutional, Mutual Funds, Research, Capital Markets, Equity Valuation, Private Equity, Asset Allocation, Valuation, Financial Markets, Alternative Investments, Electronic Trading, Portfolio Management, Investment Banking, Trading Systems, FINRA, Financial Analysis, Series 24, Hedge Funds, Proprietary Trading, Financial Services, Fixed Income, Investment Advisory, Account Sales Strategies, Derivatives, Options, IPO, ETFs, Bonds, Investment Strategies, Hedging, Structured Products, Prime Brokerage, Stock Trading, Institutional Sales, Equity Derivatives, Asset Management, Emerging Markets
Education
University of Alabama 1991 — 1995
Bachelor of Science, Commerce Business and Administration
Thomasville High School
Brent Peddy's J.C. Bradford & Co. Experience 1997 - 2000
Job Director, Operations and Controls, The Prudential Insurance Company of America, Newark, NJ and its affiliates
Industry Financial Services
Experience
Prudential Insurance Company of America March 2011 - Present
Nexity Financial Services May 2007 - February 2011
Hewitt Associates 2006 - 2007
UVEST Financial Services 2004 - 2006
DLJ Direct 2000 - 2003
DLJdirect / CSFBdirect / HARRISdirect 2000 - 2003
JC Bradford & Co. 1997 - 2000
Education
University of Mississippi 1990 — 1992
MBA, Finance
University of Mississippi - School of Business Administration 1985 — 1989
BBA 89, General Business
Prudential Insurance Company of America March 2011 - Present
Nexity Financial Services May 2007 - February 2011
Hewitt Associates 2006 - 2007
UVEST Financial Services 2004 - 2006
DLJ Direct 2000 - 2003
DLJdirect / CSFBdirect / HARRISdirect 2000 - 2003
JC Bradford & Co. 1997 - 2000
Education
University of Mississippi 1990 — 1992
MBA, Finance
University of Mississippi - School of Business Administration 1985 — 1989
BBA 89, General Business
Marty Jerwers's J.C. Bradford & Co. Experience September 1997 - July 2000
Job Vice President Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities April 2007 - Present
Smith Barney July 2000 - March 2007
J.C. Bradford & Co September 1997 - July 2000
JC Bradford & Co. 1997 - 2000
Education
College of Financial Planning 2002 — 2007
CFP, Financial Planning
The Ohio State University 1993 — 1997
"BS", Finance and Accounting
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Accounting
Fifth Third Securities April 2007 - Present
Smith Barney July 2000 - March 2007
J.C. Bradford & Co September 1997 - July 2000
JC Bradford & Co. 1997 - 2000
Education
College of Financial Planning 2002 — 2007
CFP, Financial Planning
The Ohio State University 1993 — 1997
"BS", Finance and Accounting
The Ohio State University - The Max M. Fisher College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Accounting
Stephen Kottkamp's J.C. Bradford & Co. Experience October 1996 - June 2000
Job LPL Registered Principal / Owner at Allegiant Financial Services
Industry Financial Services
Experience
Allegiant Financial Services August 2008 - Present
American Founders Bank May 2006 - August 2008
J.J.B. Hilliard, W.L. Lyons, Inc June 2000 - April 2006
J.C. Bradford & Co. October 1996 - June 2000
PNC Leasing Corp. September 1990 - September 1996
Skills
Investments, Retirement, Securities, Investment Advisory, Finance, Retirement Planning, Insurance, Mutual Funds, IRAs, Investment Strategies, Wealth Management, Strategic Financial..., 401k, Investment Management, Fixed Annuities, Financial Advisory, Series 7, Alternative Investments, Portfolio Management, Asset Allocation, Estate Planning, Bonds, Asset Management, Financial Analysis, Variable Annuities, Stocks, Municipal Bonds, Asset Managment
Education
Centre College 1982 — 1986
B.A., Economics & Management
St Francis High School 1978 — 1982
Allegiant Financial Services August 2008 - Present
American Founders Bank May 2006 - August 2008
J.J.B. Hilliard, W.L. Lyons, Inc June 2000 - April 2006
J.C. Bradford & Co. October 1996 - June 2000
PNC Leasing Corp. September 1990 - September 1996
Skills
Investments, Retirement, Securities, Investment Advisory, Finance, Retirement Planning, Insurance, Mutual Funds, IRAs, Investment Strategies, Wealth Management, Strategic Financial..., 401k, Investment Management, Fixed Annuities, Financial Advisory, Series 7, Alternative Investments, Portfolio Management, Asset Allocation, Estate Planning, Bonds, Asset Management, Financial Analysis, Variable Annuities, Stocks, Municipal Bonds, Asset Managment
Education
Centre College 1982 — 1986
B.A., Economics & Management
St Francis High School 1978 — 1982
Andrew Chintz's J.C. Bradford & Co. Experience 1991 - September 1993
Job Real Estate/Municipal Finance/Community Development
Industry Financial Services
Experience
National Public Finance Guarantee Corp. September 2008 - Present
MBIA Insurance Corporation September 2001 - September 2008
MBIA Investment Management Corp. September 1993 - September 2001
JC Bradford & Co. 1991 - September 1993
Marine Midland Bank 1989 - 1991
Prudential Securities 1985 - September 1989
Skills
Affordable Housing, Portfolio Management, Team Leadership, Organizational..., CRM, Training, Venture Capital, Asset Managment, Investments, Public Finance, Finance, Bonds, Program Management, Financial Analysis, Fixed Income, Credit, Financial Structuring, Start-ups, Real Estate Economics, Financial Modeling, Structured Finance, Credit Analysis, Capital Markets, Investment Banking, Project Finance, Emerging Markets, Due Diligence, Corporate Finance, Private Equity, Bloomberg, Valuation, Mortgage Lending, Loans, Credit Risk, Asset Management, Securitization
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
M.S., Urban Planning/Preservation
Connecticut College
B.A.
National Public Finance Guarantee Corp. September 2008 - Present
MBIA Insurance Corporation September 2001 - September 2008
MBIA Investment Management Corp. September 1993 - September 2001
JC Bradford & Co. 1991 - September 1993
Marine Midland Bank 1989 - 1991
Prudential Securities 1985 - September 1989
Skills
Affordable Housing, Portfolio Management, Team Leadership, Organizational..., CRM, Training, Venture Capital, Asset Managment, Investments, Public Finance, Finance, Bonds, Program Management, Financial Analysis, Fixed Income, Credit, Financial Structuring, Start-ups, Real Estate Economics, Financial Modeling, Structured Finance, Credit Analysis, Capital Markets, Investment Banking, Project Finance, Emerging Markets, Due Diligence, Corporate Finance, Private Equity, Bloomberg, Valuation, Mortgage Lending, Loans, Credit Risk, Asset Management, Securitization
Education
Columbia University - Graduate School of Architecture, Planning and Preservation
M.S., Urban Planning/Preservation
Connecticut College
B.A.
Christopher Jeub's J.C. Bradford & Co. Experience November 1998 - September 2000
Job Program & Project Management | Process Improvement | Implementations
Industry Information Technology and Services
Experience
Emdeon August 2006 - Present
Investment Scorecard July 2005 - June 2006
WebMD February 2003 - July 2005
Medibuy Inc October 2000 - December 2002
J.C. Bradford & Co. November 1998 - September 2000
Skills
Microsoft Project, SharePoint, Project Server, Business Analysis, SDLC, Vendor Management, Process Improvement, Healthcare Information..., Project Management, Business Intelligence, Program Management, Requirements Analysis, Cross-functional Team..., Visio, Business Process..., New Product..., Project Turn-around, HIPAA, Integration, Requirements Gathering, Leadership, MS Project, Management, Quality Assurance, Analysis, Product Management, Disaster Recovery, Agile Methodologies, Project Planning, ERP, Data Center, Enterprise Software, PMP, Software Documentation, Security, Business Process, IT Management, Software Project..., E-commerce, Project Portfolio...
Education
Belmont University - Jack C. Massey Graduate School of Business
Master of Business Administration (MBA)
Middle Tennessee State University
BBA, Marketing
Emdeon August 2006 - Present
Investment Scorecard July 2005 - June 2006
WebMD February 2003 - July 2005
Medibuy Inc October 2000 - December 2002
J.C. Bradford & Co. November 1998 - September 2000
Skills
Microsoft Project, SharePoint, Project Server, Business Analysis, SDLC, Vendor Management, Process Improvement, Healthcare Information..., Project Management, Business Intelligence, Program Management, Requirements Analysis, Cross-functional Team..., Visio, Business Process..., New Product..., Project Turn-around, HIPAA, Integration, Requirements Gathering, Leadership, MS Project, Management, Quality Assurance, Analysis, Product Management, Disaster Recovery, Agile Methodologies, Project Planning, ERP, Data Center, Enterprise Software, PMP, Software Documentation, Security, Business Process, IT Management, Software Project..., E-commerce, Project Portfolio...
Education
Belmont University - Jack C. Massey Graduate School of Business
Master of Business Administration (MBA)
Middle Tennessee State University
BBA, Marketing
Earl Winebrenner's J.C. Bradford & Co. Experience 1992 - 1998
Job Owner, Winebrenner Capital Management LLC
Industry Investment Management
Experience
Winebrenner Capital Management LLC August 2010 - Present
Winebrenner Capital Partners LLC 1999 - December 2010
J.C. Bradford & Co. 1992 - 1998
Prudential-Bache Securities 1988 - 1992
Winebrenner Building Products Co. 1986 - 1988
Winebrenner Inc. 1982 - 1986
Education
University of Louisville 1982 — 1988
Bachelor of Science (B.S.) in Business Administration, Finance
St.Xavier High School Louisville KY 1978 — 1982
Winebrenner Capital Management LLC August 2010 - Present
Winebrenner Capital Partners LLC 1999 - December 2010
J.C. Bradford & Co. 1992 - 1998
Prudential-Bache Securities 1988 - 1992
Winebrenner Building Products Co. 1986 - 1988
Winebrenner Inc. 1982 - 1986
Education
University of Louisville 1982 — 1988
Bachelor of Science (B.S.) in Business Administration, Finance
St.Xavier High School Louisville KY 1978 — 1982
Greare Sutherland, MBA's J.C. Bradford & Co. Experience 1998 - 2000
Job Director of Operations at Chickasaw Capital Management, LLC
Industry Financial Services
Experience
Chickasaw Capital Management, LLC August 2012 - Present
Regions Financial/Morgan Keegan & Company, Inc. 2006 - January 2011
Bank of America 2003 - 2005
INVESCO 2000 - 2003
J.C. Bradford & Co. 1998 - 2000
Morgan Keegan & Company, Inc. 1993 - 1998
Skills
Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Wealth Management, Risk Management, Security APL
Education
The University of Memphis 1991 — 1992
MBA, Finance
University of Alabama 1986 — 1990
BBA, Finance
Chickasaw Capital Management, LLC August 2012 - Present
Regions Financial/Morgan Keegan & Company, Inc. 2006 - January 2011
Bank of America 2003 - 2005
INVESCO 2000 - 2003
J.C. Bradford & Co. 1998 - 2000
Morgan Keegan & Company, Inc. 1993 - 1998
Skills
Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Wealth Management, Risk Management, Security APL
Education
The University of Memphis 1991 — 1992
MBA, Finance
University of Alabama 1986 — 1990
BBA, Finance
Robert Pacha's J.C. Bradford & Co. Experience June 1990 - August 1993
Job Senior Managing Director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners June 2009 - Present
Merrill Lynch & Co. May 1995 - June 2009
S.G. Warburg June 1994 - August 1994
J.C. Bradford & Co. June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
University of Pennsylvania - The Wharton School 1987 — 1990
BS Economics, Finance
Evercore Partners June 2009 - Present
Merrill Lynch & Co. May 1995 - June 2009
S.G. Warburg June 1994 - August 1994
J.C. Bradford & Co. June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
University of Pennsylvania - The Wharton School 1987 — 1990
BS Economics, Finance
Alec Granger's J.C. Bradford & Co. Experience 1991 - 1993
Job Finance Director Rockwell Automation
Industry Industrial Automation
Experience
Rockwell Automation November 2008 - Present
Rockwell Automation June 2006 - October 2008
JohnsonDiversey NA 1995 - 2006
J.C. Bradford & Co. 1991 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
University of Virginia 1987 — 1991
BS, Commerce - Finance Concentration
Rockwell Automation November 2008 - Present
Rockwell Automation June 2006 - October 2008
JohnsonDiversey NA 1995 - 2006
J.C. Bradford & Co. 1991 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
University of Virginia 1987 — 1991
BS, Commerce - Finance Concentration
David Martens's J.C. Bradford & Co. Experience 1994 - 2000
Job Sr. Application Developer at Smith Travel Research
Industry Computer Software
Experience
Smith Travel Research December 2012 - Present
Arbor healthcare November 2010 - Present
Compuware June 2000 - July 2008
HCA 2000 - 2004
J.C. Bradford & Co. 1994 - 2000
Skills
SQL, ASP, .NET, Visual Basic, Microsoft SQL Server, C#, Software Development, Agile Methodologies, ASP.NET, Web Applications
Education
Middle Tennessee State University 1990 — 1992
Bachelors, Computer Science
Smith Travel Research December 2012 - Present
Arbor healthcare November 2010 - Present
Compuware June 2000 - July 2008
HCA 2000 - 2004
J.C. Bradford & Co. 1994 - 2000
Skills
SQL, ASP, .NET, Visual Basic, Microsoft SQL Server, C#, Software Development, Agile Methodologies, ASP.NET, Web Applications
Education
Middle Tennessee State University 1990 — 1992
Bachelors, Computer Science
Jill Wurst's J.C. Bradford & Co. Experience 1986 - 1990
Job Realtor at RE/MAX Haven Realty/The Gallmann Group
Industry Real Estate
Experience
RE/MAX Haven Realty/The Gallmann Group March 2013 - Present
Perrino Custom Builders October 2008 - February 2013
Millstone Homes April 2003 - August 2008
Breezewood Gardens and Gifts 1997 - 2003
JC Bradford & Co. 1986 - 1990
Skills
New Home Sales, Interior Design, Contractors, Builders, Custom Homes, Home, Construction, Residential, Real Estate, Single Family Homes, Green Building, Renovation, First Time Home Buyers, Selling, Residential Homes, Sellers, Sales, New Homes, Luxury, Referrals, Commercial Real Estate, Condos, Move Up Buyers, Relocation Buyers, Home Staging, Short Sales, Buyer Representation, Real Property, Buyers, Relocation, Income Properties, Investors, Listings, e-PRO, SFR, Foreclosures, HUD, ABR, Real Estate Transactions, Investment Properties, Property, Real Estate Development
Education
Bowling Green State University 1980 — 1984
Bachelor of Science, School of Business
Solon High School 1976 — 1980
RE/MAX Haven Realty/The Gallmann Group March 2013 - Present
Perrino Custom Builders October 2008 - February 2013
Millstone Homes April 2003 - August 2008
Breezewood Gardens and Gifts 1997 - 2003
JC Bradford & Co. 1986 - 1990
Skills
New Home Sales, Interior Design, Contractors, Builders, Custom Homes, Home, Construction, Residential, Real Estate, Single Family Homes, Green Building, Renovation, First Time Home Buyers, Selling, Residential Homes, Sellers, Sales, New Homes, Luxury, Referrals, Commercial Real Estate, Condos, Move Up Buyers, Relocation Buyers, Home Staging, Short Sales, Buyer Representation, Real Property, Buyers, Relocation, Income Properties, Investors, Listings, e-PRO, SFR, Foreclosures, HUD, ABR, Real Estate Transactions, Investment Properties, Property, Real Estate Development
Education
Bowling Green State University 1980 — 1984
Bachelor of Science, School of Business
Solon High School 1976 — 1980
Wade Wakefield's J.C. Bradford & Co. Experience July 1998 - August 2000
Job Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. July 1998 - Present
Paine Webber 2000 - 2001
J.C. Bradford & Co. July 1998 - August 2000
Skills
Wealth Management, Investments, Series 7, Asset Allocation, Investment Advisory, Series 63, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Portfolio Management, Investment Strategies, Retirement Savings
Education
University of Tennessee, Knoxville 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Sewanee-The University of the South 1990 — 1992
UBS Financial Services, Inc. July 1998 - Present
Paine Webber 2000 - 2001
J.C. Bradford & Co. July 1998 - August 2000
Skills
Wealth Management, Investments, Series 7, Asset Allocation, Investment Advisory, Series 63, Retirement Planning, Alternative Investments, Securities, Mutual Funds, Portfolio Management, Investment Strategies, Retirement Savings
Education
University of Tennessee, Knoxville 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Sewanee-The University of the South 1990 — 1992
Hedi Reynolds's J.C. Bradford & Co. Experience 1968 - 1983
Job Independent Financial Services Professional
Industry Financial Services
Experience
hhrreynolds investments 2008 - Present
Morgan Keegan 1983 - 2008
J.C. Bradford & Co. 1968 - 1983
Skills
Series 7, Series 24, Securities, Series 63
Education
Oklahoma State University
B.S., Journalism
hhrreynolds investments 2008 - Present
Morgan Keegan 1983 - 2008
J.C. Bradford & Co. 1968 - 1983
Skills
Series 7, Series 24, Securities, Series 63
Education
Oklahoma State University
B.S., Journalism
Shelley Weihs's J.C. Bradford & Co. Experience December 1996 - July 2000
Job Food and Beverage (FaB) Service
Industry Hospitality
Experience
BLUPURA USA 2015 - Present
Frieling USA March 2009 - November 2012
DC Publishing May 2008 - March 2009
Delectable Samplings 2007 - 2009
UBS July 2000 - July 2001
J.C. Bradford & Co. December 1996 - July 2000
Smith Barney June 1993 - December 1996
Skills
Food & Beverage, Restaurants, Hospitality Industry, Hospitality, Hotels, Menu Development, Hospitality Management, Beverage, Coffee, Food, Catering, Wine, Banquets, Restaurant Management, Fine Dining, Sales, Pre-opening, Resorts, Wine Tasting, Culinary Skills, Food Service, Hotel Management, Trade Shows, Micros
Education
Southern Connecticut State University 1989 — 1993
BS, Marketing, management, communications
Foran Highschool
BLUPURA USA 2015 - Present
Frieling USA March 2009 - November 2012
DC Publishing May 2008 - March 2009
Delectable Samplings 2007 - 2009
UBS July 2000 - July 2001
J.C. Bradford & Co. December 1996 - July 2000
Smith Barney June 1993 - December 1996
Skills
Food & Beverage, Restaurants, Hospitality Industry, Hospitality, Hotels, Menu Development, Hospitality Management, Beverage, Coffee, Food, Catering, Wine, Banquets, Restaurant Management, Fine Dining, Sales, Pre-opening, Resorts, Wine Tasting, Culinary Skills, Food Service, Hotel Management, Trade Shows, Micros
Education
Southern Connecticut State University 1989 — 1993
BS, Marketing, management, communications
Foran Highschool
Michael Barrish's J.C. Bradford & Co. Experience March 1997 - June 1999
Job Managing Director Leveraged Finance
Industry Investment Banking
Experience
Macquarie Capital May 2015 - Present
RBC Capital Markets November 2009 - March 2015
Merrill Lynch & Co. 2005 - 2009
Citigroup August 1999 - March 2005
J.C. Bradford & Co. March 1997 - June 1999
Skills
Investment Banking, Leveraged Finance, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Fixed Income
Education
Brown University 1992 — 1996
B.A., Business Economics
Macquarie Capital May 2015 - Present
RBC Capital Markets November 2009 - March 2015
Merrill Lynch & Co. 2005 - 2009
Citigroup August 1999 - March 2005
J.C. Bradford & Co. March 1997 - June 1999
Skills
Investment Banking, Leveraged Finance, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Fixed Income
Education
Brown University 1992 — 1996
B.A., Business Economics
Theodore Eastwick's J.C. Bradford & Co. Experience January 1979 - January 1981
Job Owner, T. Eastwick & Associates, LLC
Industry Human Resources
Experience
T. Eastwick & Associates, LLC January 2009 - Present
Heidrick & Struggles January 2005 - January 2009
Gilbert Tweed Associates January 2001 - January 2005
Christian & Timbers January 1999 - January 2001
Eastwick & Co January 1997 - January 1999
Christopher Street Financial January 1986 - January 1997
J.C. Bradford & Co. January 1979 - January 1981
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Executive Search, Portfolio Management, Alternative Investments, Corporate Finance, Talent Acquisition, New Business Development, Mergers & Acquisitions, Finance, Structured Finance, Wealth Management, Banking, Financial Services, Investment Strategies, Derivatives, Asset Managment, Investments, Asset Management, Securities, Private Equity, Hedge Funds, Trading, Mergers, FX, Healthcare, Municipal Finance
Education
Vanderbilt University 1979 — 1981
Graduate work, Economics
Davidson College 1975 — 1979
B.A., German
T. Eastwick & Associates, LLC January 2009 - Present
Heidrick & Struggles January 2005 - January 2009
Gilbert Tweed Associates January 2001 - January 2005
Christian & Timbers January 1999 - January 2001
Eastwick & Co January 1997 - January 1999
Christopher Street Financial January 1986 - January 1997
J.C. Bradford & Co. January 1979 - January 1981
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Executive Search, Portfolio Management, Alternative Investments, Corporate Finance, Talent Acquisition, New Business Development, Mergers & Acquisitions, Finance, Structured Finance, Wealth Management, Banking, Financial Services, Investment Strategies, Derivatives, Asset Managment, Investments, Asset Management, Securities, Private Equity, Hedge Funds, Trading, Mergers, FX, Healthcare, Municipal Finance
Education
Vanderbilt University 1979 — 1981
Graduate work, Economics
Davidson College 1975 — 1979
B.A., German
Scott Coffey's J.C. Bradford & Co. Experience 1991 - 1992
Job President, Exchange Capital Corporation
Industry Financial Services
Experience
Exchange Capital Corporation May 1992 - Present
J.C. Bradford & Co. 1991 - 1992
Stephens Inc. June 1990 - August 1990
Skills
Commercial Lending, Loans, Strategic Planning, Factoring, Accounts Receivable..., Credit, Credit Analysis, Small Business Lending, Accounts Receivable, Sales Management, Financial Analysis, New Business Development, Cash Flow, Finance, Banking, Portfolio Management, Small Business, Underwriting, Risk Management, Management, Investments, Executive Management, Commercial Banking, Insurance, Strategic Financial..., Mergers & Acquisitions, Asset Based Lending, Corporate Finance, Funding, Due Diligence, Financial Services, Credit Risk, Cash Management
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Central Arkansas 1988 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Arkansas at Fayetteville 1986 — 1988
Business
Conway High School 1983 — 1986
Exchange Capital Corporation May 1992 - Present
J.C. Bradford & Co. 1991 - 1992
Stephens Inc. June 1990 - August 1990
Skills
Commercial Lending, Loans, Strategic Planning, Factoring, Accounts Receivable..., Credit, Credit Analysis, Small Business Lending, Accounts Receivable, Sales Management, Financial Analysis, New Business Development, Cash Flow, Finance, Banking, Portfolio Management, Small Business, Underwriting, Risk Management, Management, Investments, Executive Management, Commercial Banking, Insurance, Strategic Financial..., Mergers & Acquisitions, Asset Based Lending, Corporate Finance, Funding, Due Diligence, Financial Services, Credit Risk, Cash Management
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Central Arkansas 1988 — 1990
Bachelor of Business Administration (B.B.A.), Finance
University of Arkansas at Fayetteville 1986 — 1988
Business
Conway High School 1983 — 1986
Patrick Kellogg's J.C. Bradford & Co. Experience 1995 - 2000
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford 2002 - 2012
Edward Jones 2005 - 2006
J.C. Bradford & Co. 1995 - 2000
Skills
401k, Retirement, Retirement Planning, Series 7, Mutual Funds, Fixed Annuities, Series 6, IRAs, Asset Allocation, Investments, Series 63, Finance, Securities, Small Business, FINRA, Investment Advisory, Employee Benefits, Financial Services
Education
Brigham Young University 1992 — 1995
B.A., Spanish Translation
MassMutual Financial Group January 2013 - Present
The Hartford 2002 - 2012
Edward Jones 2005 - 2006
J.C. Bradford & Co. 1995 - 2000
Skills
401k, Retirement, Retirement Planning, Series 7, Mutual Funds, Fixed Annuities, Series 6, IRAs, Asset Allocation, Investments, Series 63, Finance, Securities, Small Business, FINRA, Investment Advisory, Employee Benefits, Financial Services
Education
Brigham Young University 1992 — 1995
B.A., Spanish Translation
Carter McNabb's J.C. Bradford & Co. Experience 1997 - 1998
Job Managing Director at River Cities Capital Funds
Industry Venture Capital & Private Equity
Experience
River Cities Capital Funds BoardOrthoHelix2008 - 2011
J.C. Bradford & Co. 1997 - 1998
Home Technology Healthcare 1995 - 1996
Skills
Venture Capital, Start-ups, Mergers, Due Diligence, Private Equity, Growth Capital, Valuation, Angel Investing, Business Development, Business Valuation, Corporate Development, Corporate Finance, Entrepreneurship, Financial Modeling, IPO, Investment Banking, Investments, LBO, M&A experience, Mergers & Acquisitions, Private Placements, Strategy, Deal Sourcing
Education
Trinity College-Hartford
Vanderbilt University - Owen Graduate School of Management
River Cities Capital Funds BoardOrthoHelix2008 - 2011
J.C. Bradford & Co. 1997 - 1998
Home Technology Healthcare 1995 - 1996
Skills
Venture Capital, Start-ups, Mergers, Due Diligence, Private Equity, Growth Capital, Valuation, Angel Investing, Business Development, Business Valuation, Corporate Development, Corporate Finance, Entrepreneurship, Financial Modeling, IPO, Investment Banking, Investments, LBO, M&A experience, Mergers & Acquisitions, Private Placements, Strategy, Deal Sourcing
Education
Trinity College-Hartford
Vanderbilt University - Owen Graduate School of Management
Lara G. Jenkins's J.C. Bradford & Co. Experience 1998 - 1999
Job Director, Financial Services Practice Management and Training Professional
Industry Professional Training & Coaching
Experience
UBS Financial Services, Inc. January 2014 - September 2014
UBS Financial Services, Inc. 2012 - 2014
UBS Financial Services, Inc. 2008 - 2012
UBS Financial Services, Inc. 2003 - 2008
UBS Financial Services, Inc. 2000 - 2001
PaineWebber 1999 - 2001
JC Bradford & Co. 1998 - 1999
JC Bradford & Co. 1996 - 1998
JC Bradford & Co. 1995 - 1996
Skills
Strategic Planning, Technology Training..., Team Building, Instruction Motivation, Project & Program..., Relationship Management, Consultative Services, Creative Facilitator, Innovative Management, Organizational..., Master Trainer, Merger Integration, Onsite & Distance..., Communications &..., Public Speaking, Learning & Development..., Critical Thinking, Team Leadership, Time Management, Organization Skills, Staff Development, Program Development, Program Evaluation, Employee Training, Training Delivery, Project Planning, Budget Management, E-Learning, Business Decision Making, Skilled Multi-tasker
Education
Baylor University 1989 — 1993
Bachelor of Arts, Business Administration
UBS Financial Services, Inc. January 2014 - September 2014
UBS Financial Services, Inc. 2012 - 2014
UBS Financial Services, Inc. 2008 - 2012
UBS Financial Services, Inc. 2003 - 2008
UBS Financial Services, Inc. 2000 - 2001
PaineWebber 1999 - 2001
JC Bradford & Co. 1998 - 1999
JC Bradford & Co. 1996 - 1998
JC Bradford & Co. 1995 - 1996
Skills
Strategic Planning, Technology Training..., Team Building, Instruction Motivation, Project & Program..., Relationship Management, Consultative Services, Creative Facilitator, Innovative Management, Organizational..., Master Trainer, Merger Integration, Onsite & Distance..., Communications &..., Public Speaking, Learning & Development..., Critical Thinking, Team Leadership, Time Management, Organization Skills, Staff Development, Program Development, Program Evaluation, Employee Training, Training Delivery, Project Planning, Budget Management, E-Learning, Business Decision Making, Skilled Multi-tasker
Education
Baylor University 1989 — 1993
Bachelor of Arts, Business Administration
Lynley R. Cavanaugh's J.C. Bradford & Co. Experience April 1996 - August 2000
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. March 2009 - Present
Oppenheimer & Co. Inc. March 2009 - Present
Stanford Financial Group August 2008 - March 2009
UBS Financial Services June 2007 - December 2007
UBS Financial Services August 2000 - May 2007
J.C. Bradford & Co. April 1996 - August 2000
Skills
Financial Services, Securities, Wealth Management...
Education
Mary Baldwin College 1980 — 1984
B.A. Economics/French
St. Catherine's School
Oppenheimer & Co. Inc. March 2009 - Present
Oppenheimer & Co. Inc. March 2009 - Present
Stanford Financial Group August 2008 - March 2009
UBS Financial Services June 2007 - December 2007
UBS Financial Services August 2000 - May 2007
J.C. Bradford & Co. April 1996 - August 2000
Skills
Financial Services, Securities, Wealth Management...
Education
Mary Baldwin College 1980 — 1984
B.A. Economics/French
St. Catherine's School
Thomas Schlueter-White's J.C. Bradford & Co. Experience 1989 - 2000
Job Director of Client & Investor Services
Industry Financial Services
Experience
Courage Capital Management, LLC January 2006 - Present
Ardent Health Services, LLC 2000 - 2006
J.C. Bradford & Co. 1989 - 2000
Skills
Hedge Funds, Compliance, Derivatives, Equities, Risk Management, Healthcare, Investments, Negotiation, Notary Public, Asset Management, PowerPoint, Customer Service, Financial Services, Recruiting, Asset Managment, Securities, Marketing, Team Leadership, Due Diligence, Financial Analysis, Portfolio Management, Microsoft Excel, Sales, Administration, Microsoft Office, Excel, Word, Customer Relations, Outlook, Budgeting, Business Strategy, Microsoft Word, Accreditation
Education
Augustana College 1980 — 1985
BME, Music Education
Courage Capital Management, LLC January 2006 - Present
Ardent Health Services, LLC 2000 - 2006
J.C. Bradford & Co. 1989 - 2000
Skills
Hedge Funds, Compliance, Derivatives, Equities, Risk Management, Healthcare, Investments, Negotiation, Notary Public, Asset Management, PowerPoint, Customer Service, Financial Services, Recruiting, Asset Managment, Securities, Marketing, Team Leadership, Due Diligence, Financial Analysis, Portfolio Management, Microsoft Excel, Sales, Administration, Microsoft Office, Excel, Word, Customer Relations, Outlook, Budgeting, Business Strategy, Microsoft Word, Accreditation
Education
Augustana College 1980 — 1985
BME, Music Education
Geri Beane's J.C. Bradford & Co. Experience June 1995 - 2001
Job Commercial Relationship SpecialistBuilder Finance at Yadkin Bank
Industry Banking
Experience
Yadkin Bank August 2014 - Present
Bank of the Ozarks October 2004 - Present
Odell Associates March 2003 - July 2004
Wachovia August 2001 - April 2003
JC Bradford & Co. June 1995 - 2001
Skills
Loans, Refinance, Real Estate, Customer Service, Residential Homes, Commercial Real Estate, Investment Properties, Sales, Credit, Mortgage Lending, Contract Negotiation
Education
Central Piedmont Community College
Associate's degree, Paralegal Studies
Virigina Western Community College
Associate's degree, Business Administration and Management, General
Yadkin Bank August 2014 - Present
Bank of the Ozarks October 2004 - Present
Odell Associates March 2003 - July 2004
Wachovia August 2001 - April 2003
JC Bradford & Co. June 1995 - 2001
Skills
Loans, Refinance, Real Estate, Customer Service, Residential Homes, Commercial Real Estate, Investment Properties, Sales, Credit, Mortgage Lending, Contract Negotiation
Education
Central Piedmont Community College
Associate's degree, Paralegal Studies
Virigina Western Community College
Associate's degree, Business Administration and Management, General
Robert Keith Hobbs's J.C. Bradford & Co. Experience August 1999 - June 2000
Job CRPC®, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - Present
IJL/Wachovia Securities, Predecessor to Wells Fargo Advisors June 2000 - December 2008
J.C. Bradford & Co. August 1999 - June 2000
Skills
Investment Advisory, Retirement Planning, Investments, Securities, Investment Strategies, Wealth Management, Asset Allocation, Variable Annuities, Portfolio Management, Financial Advisory, Series 7, Series 63, Fixed Annuities, Mutual Funds, Retirement
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor
Milligan College 2000 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors December 2008 - Present
IJL/Wachovia Securities, Predecessor to Wells Fargo Advisors June 2000 - December 2008
J.C. Bradford & Co. August 1999 - June 2000
Skills
Investment Advisory, Retirement Planning, Investments, Securities, Investment Strategies, Wealth Management, Asset Allocation, Variable Annuities, Portfolio Management, Financial Advisory, Series 7, Series 63, Fixed Annuities, Mutual Funds, Retirement
Education
College for Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor
Milligan College 2000 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Carol Ann Cockrell's J.C. Bradford & Co. Experience April 1979 - June 2000
Job Admin Asst at UHS
Industry Hospital & Health Care
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Drexel Burnham Lambert
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney