Mercer Capital
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Mercer Capital Employees
Employee
Years
Job
Industry
Travis W. Harms Travis W. Harms's Mercer Capital Experience 2008 - Present
Job Senior Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital 2008 - Present
Mercer Capital 2004 - 2008
Mercer Capital 2002 - 2004
Mercer Capital 1999 - 2002
Skills
Valuation, Financial Analysis, Finance, Business Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Accounting, CPA, Corporate Finance
Education
Saint Louis University 1998 — 1999
MBA
Quincy University 1994 — 1998
BS, Finance & Accounting
Mercer Capital 2008 - Present
Mercer Capital 2004 - 2008
Mercer Capital 2002 - 2004
Mercer Capital 1999 - 2002
Skills
Valuation, Financial Analysis, Finance, Business Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Accounting, CPA, Corporate Finance
Education
Saint Louis University 1998 — 1999
MBA
Quincy University 1994 — 1998
BS, Finance & Accounting
Chad Giganti Chad Giganti's Mercer Capital Experience July 2013 - Present
Job Financial Analyst at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2013 - Present
Middle College High School at Christian Brothers University August 2011 - May 2013
Teach for America May 2011 - May 2013
Seton Hall University Housing and Residence Life August 2009 - May 2011
Tinari Economics Group (TEG) January 2010 - April 2010
Skills
Teaching, Research, Public Speaking, Curriculum Design, Tutoring, Event Planning, Data Analysis, Blogging, Program Management, Economics, Management, Training, Policy, Nonprofits, Community Outreach, Spanish, Policy Analysis, Editing
Education
Seton Hall University 2007 — 2011
BS Business Administration, Economics
Mercer Capital July 2013 - Present
Middle College High School at Christian Brothers University August 2011 - May 2013
Teach for America May 2011 - May 2013
Seton Hall University Housing and Residence Life August 2009 - May 2011
Tinari Economics Group (TEG) January 2010 - April 2010
Skills
Teaching, Research, Public Speaking, Curriculum Design, Tutoring, Event Planning, Data Analysis, Blogging, Program Management, Economics, Management, Training, Policy, Nonprofits, Community Outreach, Spanish, Policy Analysis, Editing
Education
Seton Hall University 2007 — 2011
BS Business Administration, Economics
Chris Mercer Chris Mercer's Mercer Capital Experience June 1982 - Present
Job Business Valuation. Author of Unlocking Private Company Wealth and BuySell Agreement Books.ChrisMercer.net
Industry Financial Services
Experience
Mercer Capital June 1982 - Present
International Valuation Standards Council (IVSC) 2011 - October 2014
American Society of Appraisers July 2007 - December 2011
Morgan Keegan 1978 - 1982
First Horizon National Corporation March 1975 - March 1978
KPMG Peat Marwick March 1975 - December 1975
Skills
Litigation Support, Expert Witness Services, Business Valuation, Statutory Fair Value, Business Appraisal..., Business Damages, Bank and Financial..., Fair Value, Valuation, Damages, Financial Institutions, Statutory Accounting, Business, Strategic Financial..., Expert Witness, Leadership, Financial Modeling, Public Speaking, Due Diligence, Mergers & Acquisitions, Appraisals, Small Business, Entrepreneurship, Forensic Accounting, Financial Advisory, Corporate Governance, Venture Capital, Training, Finance, Published Author, Private Equity, Corporate Finance, Securities, Economics, Estate Planning, Restructuring, Executive Management, Tax, Exit Strategies, Financial Analysis, Mergers, Program Management, Asset Management, Investment Banking, Private Placements, Portfolio Management, Funding, Corporate Development, IPO, Joint Ventures
Education
Vanderbilt University 1968 — 1971
M.A., Economics
Stetson University 1965 — 1968
B.A., Economics
Mercer Capital June 1982 - Present
International Valuation Standards Council (IVSC) 2011 - October 2014
American Society of Appraisers July 2007 - December 2011
Morgan Keegan 1978 - 1982
First Horizon National Corporation March 1975 - March 1978
KPMG Peat Marwick March 1975 - December 1975
Skills
Litigation Support, Expert Witness Services, Business Valuation, Statutory Fair Value, Business Appraisal..., Business Damages, Bank and Financial..., Fair Value, Valuation, Damages, Financial Institutions, Statutory Accounting, Business, Strategic Financial..., Expert Witness, Leadership, Financial Modeling, Public Speaking, Due Diligence, Mergers & Acquisitions, Appraisals, Small Business, Entrepreneurship, Forensic Accounting, Financial Advisory, Corporate Governance, Venture Capital, Training, Finance, Published Author, Private Equity, Corporate Finance, Securities, Economics, Estate Planning, Restructuring, Executive Management, Tax, Exit Strategies, Financial Analysis, Mergers, Program Management, Asset Management, Investment Banking, Private Placements, Portfolio Management, Funding, Corporate Development, IPO, Joint Ventures
Education
Vanderbilt University 1968 — 1971
M.A., Economics
Stetson University 1965 — 1968
B.A., Economics
Timothy R. Lee Timothy R. Lee's Mercer Capital Experience October 2012 - Present
Job Managing Director of Corporate Valuation at Mercer Capital
Industry Financial Services
Experience
Mercer Capital October 2012 - Present
Mercer Capital July 2002 - October 2012
Mercer Capital 1998 - 2002
Mercer Capital 1994 - 1998
Education
The University of Memphis 1991 — 1994
BBA, Finance
Mercer Capital October 2012 - Present
Mercer Capital July 2002 - October 2012
Mercer Capital 1998 - 2002
Mercer Capital 1994 - 1998
Education
The University of Memphis 1991 — 1994
BBA, Finance
Zeno Mercer's Mercer Capital Experience May 2010 - July 2010
Job Business Development Associate at HighQ
Industry Venture Capital & Private Equity
Experience
HighQ June 2015 - Present
Cartonomy February 2015 - May 2015
StepStone Group February 2014 - October 2014
Patten and Patten, Inc. June 2013 - August 2013
Home-Worx B2B Global Solutions November 2011 - March 2012
U.S. House of Representatives May 2010 - August 2010
Mercer Capital May 2010 - July 2010
Mercer Capital June 2006 - August 2007
Skills
Business Development, Market Research, Financial Analysis, Microsoft Excel, Research, Public Speaking, Private Equity, PowerPoint, Microsoft Office, Bloomberg, Finance, Management, Financial Modeling, Investments, Due Diligence, Valuation, Analysis, Marketing, Leadership, Start-ups, Sales, Financial Services, Consulting, Fundraising, Mergers & Acquisitions, Investor Relations, Business Valuation, Investment Banking, Product Management, Financial Reporting, Project Management, Venture Capital, Strategic Partnerships, Financial Accounting, Photoshop, Product Development, Corporate Finance, Business Strategy, CRM, Analytics, Entrepreneurship, Strategy, Marketing Strategy, New Business Development, Sales Management
Education
The University of Tennessee at Chattanooga 2009 — 2013
B.S., Finance: Investments
Memphis University School 2003 — 2009
HighQ June 2015 - Present
Cartonomy February 2015 - May 2015
StepStone Group February 2014 - October 2014
Patten and Patten, Inc. June 2013 - August 2013
Home-Worx B2B Global Solutions November 2011 - March 2012
U.S. House of Representatives May 2010 - August 2010
Mercer Capital May 2010 - July 2010
Mercer Capital June 2006 - August 2007
Skills
Business Development, Market Research, Financial Analysis, Microsoft Excel, Research, Public Speaking, Private Equity, PowerPoint, Microsoft Office, Bloomberg, Finance, Management, Financial Modeling, Investments, Due Diligence, Valuation, Analysis, Marketing, Leadership, Start-ups, Sales, Financial Services, Consulting, Fundraising, Mergers & Acquisitions, Investor Relations, Business Valuation, Investment Banking, Product Management, Financial Reporting, Project Management, Venture Capital, Strategic Partnerships, Financial Accounting, Photoshop, Product Development, Corporate Finance, Business Strategy, CRM, Analytics, Entrepreneurship, Strategy, Marketing Strategy, New Business Development, Sales Management
Education
The University of Tennessee at Chattanooga 2009 — 2013
B.S., Finance: Investments
Memphis University School 2003 — 2009
Barbara Walters Price Barbara Walters Price's Mercer Capital Experience 2007 - Present
Job SVP Marketing & Board Member, Mercer Capital | Marketing expert for professional services firms
Industry Financial Services
Experience
Mercer Capital 2007 - Present
Mercer Capital 1998 - 2007
Mercer Capital 1991 - 1998
Mercer Capital 1985 - 1991
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Social Media, Marketing, Strategic Planning, Business Development, Social Media Marketing, Newsletters, Online Marketing, Leadership, Corporate Communications
Education
The University of Memphis 1980 — 1985
BA, Business
Mercer Capital 2007 - Present
Mercer Capital 1998 - 2007
Mercer Capital 1991 - 1998
Mercer Capital 1985 - 1991
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Social Media, Marketing, Strategic Planning, Business Development, Social Media Marketing, Newsletters, Online Marketing, Leadership, Corporate Communications
Education
The University of Memphis 1980 — 1985
BA, Business
Conley Patton Conley Patton's Mercer Capital Experience June 2005 - June 2007
Job Vice President, Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2013 - Present
Credit Suisse January 2011 - December 2012
Credit Suisse June 2009 - December 2010
Mercer Capital June 2005 - June 2007
Mercer Capital June 2003 - June 2005
Skills
Chartered Financial..., Series 7, Business Valuation, Valuation, Investment Banking, Appraisals, Litigation, Fair Value, Dispute, Strategic Planning, Estate Tax Planning, Financial Modeling, Equities, Capital Markets, Corporate Finance, Shareholder, Bloomberg, Equity Research, Financial Analysis, Investments, Due Diligence, DCF, Finance, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2007 — 2009
Masters of Business Administration, Finance, General
Vanderbilt University 1999 — 2003
Bachelor of Arts (B.A.), Economics, 3.8 / 4.0
Credit Suisse January 2013 - Present
Credit Suisse January 2011 - December 2012
Credit Suisse June 2009 - December 2010
Mercer Capital June 2005 - June 2007
Mercer Capital June 2003 - June 2005
Skills
Chartered Financial..., Series 7, Business Valuation, Valuation, Investment Banking, Appraisals, Litigation, Fair Value, Dispute, Strategic Planning, Estate Tax Planning, Financial Modeling, Equities, Capital Markets, Corporate Finance, Shareholder, Bloomberg, Equity Research, Financial Analysis, Investments, Due Diligence, DCF, Finance, Mergers & Acquisitions
Education
UCLA Anderson School of Management 2007 — 2009
Masters of Business Administration, Finance, General
Vanderbilt University 1999 — 2003
Bachelor of Arts (B.A.), Economics, 3.8 / 4.0
Kevin Reynolds, CFA Kevin Reynolds, CFA's Mercer Capital Experience December 1997 - January 2000
Job Financial Analyst with Banking Industry and Capital Markets Expertise
Industry Financial Services
Experience
Wunderlich Securities December 2008 - June 2015
Janney Montgomery Scott July 2007 - December 2008
Stanford Group Company August 2004 - July 2007
Morgan Keegan August 2001 - August 2004
Morgan Keegan January 2000 - August 2001
Mercer Capital December 1997 - January 2000
Union Planters Bank August 1995 - December 1997
Skills
Investment Banking, Equity Research, Investments, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Business Valuation, Corporate Finance, Public Speaking, Commercial Lending, Business Analysis, Commercial Banking, Finance, Forecasting, Banking, Treasury Management, Financial Services, Equities, Asset Management, Credit Analysis, Series 7, Financial Institutions, Venture Capital, Portfolio Management
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
The University of Memphis 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Wunderlich Securities December 2008 - June 2015
Janney Montgomery Scott July 2007 - December 2008
Stanford Group Company August 2004 - July 2007
Morgan Keegan August 2001 - August 2004
Morgan Keegan January 2000 - August 2001
Mercer Capital December 1997 - January 2000
Union Planters Bank August 1995 - December 1997
Skills
Investment Banking, Equity Research, Investments, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Business Valuation, Corporate Finance, Public Speaking, Commercial Lending, Business Analysis, Commercial Banking, Finance, Forecasting, Banking, Treasury Management, Financial Services, Equities, Asset Management, Credit Analysis, Series 7, Financial Institutions, Venture Capital, Portfolio Management
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
The University of Memphis 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Grant Farrell Grant Farrell's Mercer Capital Experience July 2015 - Present
Job Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2015 - Present
Erickson Partners May 2007 - June 2015
KPMG August 2004 - May 2007
Skills
Due Diligence, Business Valuation, Valuation, Strategy, Auditing, Finance, Analysis, Restructuring, Networking, Mergers, Mergers & Acquisitions, Financial Reporting, Forensic Accounting, Business Planning, Financial Analysis, Management, Accounting, Financial Modeling, Executive Management, Tax, Tax Compliance, Forecasting, M&A analysis, International M&A
Education
Southern Methodist University 1999 — 2003
BS, Economics
Trinity Christian Academy
Trinity Christian Academy
Mercer Capital July 2015 - Present
Erickson Partners May 2007 - June 2015
KPMG August 2004 - May 2007
Skills
Due Diligence, Business Valuation, Valuation, Strategy, Auditing, Finance, Analysis, Restructuring, Networking, Mergers, Mergers & Acquisitions, Financial Reporting, Forensic Accounting, Business Planning, Financial Analysis, Management, Accounting, Financial Modeling, Executive Management, Tax, Tax Compliance, Forecasting, M&A analysis, International M&A
Education
Southern Methodist University 1999 — 2003
BS, Economics
Trinity Christian Academy
Trinity Christian Academy
Francis Graham's Mercer Capital Experience August 2007 - July 2010
Job Business loans / Private funding ♦ CEO at GC Global Ventures LLC ♦ Senior Executive VP at ROC Funding Group LLC
Industry Financial Services
Experience
Get Glasses Mobile Llc May 2015 - Present
GC Global Ventures LLC May 2015 - Present
ROC Funding Group LLC March 2014 - Present
Consulting January 2013 - Present
Gogetglasses.com January 2002 - Present
Feva 2 Llc April 2011 - November 2013
Brookstone April 2011 - September 2012
Legend Securities Inc. January 2010 - April 2011
Mercer Capital August 2007 - July 2010
Skills
Business Strategy, Business Planning, Investments, Risk Management, New Business Development, Private Equity, Alternative Investments, Financial Markets, Consulting, Strategic Financial..., Mergers, Capital Formation, Merchant Banking, Private Equity Funding, Conceptual Planning, Mergers, Banking, Finance, Funding, Mergers & Acquisitions, Business Development, Sales, Sales Management, Loans
Education
CUNY New York City College of Technology 2007 — 2011
Bachelor's Degree, Crisis Management
Get Glasses Mobile Llc May 2015 - Present
GC Global Ventures LLC May 2015 - Present
ROC Funding Group LLC March 2014 - Present
Consulting January 2013 - Present
Gogetglasses.com January 2002 - Present
Feva 2 Llc April 2011 - November 2013
Brookstone April 2011 - September 2012
Legend Securities Inc. January 2010 - April 2011
Mercer Capital August 2007 - July 2010
Skills
Business Strategy, Business Planning, Investments, Risk Management, New Business Development, Private Equity, Alternative Investments, Financial Markets, Consulting, Strategic Financial..., Mergers, Capital Formation, Merchant Banking, Private Equity Funding, Conceptual Planning, Mergers, Banking, Finance, Funding, Mergers & Acquisitions, Business Development, Sales, Sales Management, Loans
Education
CUNY New York City College of Technology 2007 — 2011
Bachelor's Degree, Crisis Management
Allie Henson Allie Henson's Mercer Capital Experience June 2008 - August 2008
Job Assistant Brand Manager at SC Johnson
Industry Marketing and Advertising
Experience
SC Johnson July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - Present
SC Johnson May 2013 - August 2013
U.S. House of Representatives, Committee on Financial Services March 2011 - July 2012
The Fund for American Studies July 2010 - March 2011
Connecting Schools to the World July 2009 - December 2009
Mercer Capital June 2008 - August 2008
Bear Stearns February 2008 - April 2008
Skills
Strategic Communications, Legislation, Media Relations, Data Analysis, Financial Analysis, Finance, Economics, Analysis, Public Policy, Policy Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), General Management
Rhodes College 2005 — 2009
B.A., Economics and Business Administration (cum laude)
SC Johnson July 2014 - Present
Georgetown University's McDonough School of Business August 2012 - Present
SC Johnson May 2013 - August 2013
U.S. House of Representatives, Committee on Financial Services March 2011 - July 2012
The Fund for American Studies July 2010 - March 2011
Connecting Schools to the World July 2009 - December 2009
Mercer Capital June 2008 - August 2008
Bear Stearns February 2008 - April 2008
Skills
Strategic Communications, Legislation, Media Relations, Data Analysis, Financial Analysis, Finance, Economics, Analysis, Public Policy, Policy Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), General Management
Rhodes College 2005 — 2009
B.A., Economics and Business Administration (cum laude)
Alex M. Barry, CFA Alex M. Barry, CFA's Mercer Capital Experience July 2013 - April 2015
Job MBA Candidate | McCombs School of Business | The University of Texas at Austin
Industry Financial Services
Experience
Mercer Capital July 2013 - April 2015
Mercer Capital July 2010 - July 2013
Bank of America Merrill Lynch June 2009 - August 2009
American National Insurance May 2008 - July 2008
Skills
Financial Modeling, Business Valuation, Finance, Financial Analysis, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Vanderbilt University 2006 — 2010
BA, Economics
Mercer Capital July 2013 - April 2015
Mercer Capital July 2010 - July 2013
Bank of America Merrill Lynch June 2009 - August 2009
American National Insurance May 2008 - July 2008
Skills
Financial Modeling, Business Valuation, Finance, Financial Analysis, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Vanderbilt University 2006 — 2010
BA, Economics
Matt Crow Matt Crow's Mercer Capital Experience August 2009 - Present
Job President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital August 2009 - Present
Mercer Capital 2002 - 2009
Mercer Capital 1998 - 2002
Mercer Capital 1996 - 1998
Mercer Capital 1994 - 1996
Touche Ross 1988 - 1989
Skills
Portfolio Management, Business Valuation, Financial Reporting, Investment Banking, Valuation, Tax, Strategic Planning, Finance, Asset Managment, Purchase Price..., Asset Management, Intangible Assets
Education
University of North Carolina at Chapel Hill 1991 — 1993
MA
Vanderbilt University 1987 — 1991
Bachelor's degree
Mercer Capital August 2009 - Present
Mercer Capital 2002 - 2009
Mercer Capital 1998 - 2002
Mercer Capital 1996 - 1998
Mercer Capital 1994 - 1996
Touche Ross 1988 - 1989
Skills
Portfolio Management, Business Valuation, Financial Reporting, Investment Banking, Valuation, Tax, Strategic Planning, Finance, Asset Managment, Purchase Price..., Asset Management, Intangible Assets
Education
University of North Carolina at Chapel Hill 1991 — 1993
MA
Vanderbilt University 1987 — 1991
Bachelor's degree
Bryce Erickson Bryce Erickson's Mercer Capital Experience July 2015 - Present
Job Senior Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2015 - Present
Erickson Partners, Inc. March 2012 - July 2015
Erickson Partners, Inc. September 2003 - March 2012
Prudential Capital Group July 2002 - July 2003
Prudential Capital Group 2000 - 2002
KPMG July 1998 - July 2000
Skills
Intangible Assets, Valuation, Investments, Financial Analysis, Mergers, Due Diligence, Loans, Business Valuation, Corporate Finance, Expert Witness, Financial Reporting, Tax, Mergers & Acquisitions, Financial Modeling, Finance, Financial Services, Economics, Alternative Investments, M&A experience, Acquisitions, Financial Advisory, Real Estate Economics, Equities, Litigation Support
Education
Baylor University 1994 — 1998
Bachelor of Business Administration (BBA), Economics
Baylor University - Hankamer School of Business 1994 — 1998
BBA, Economics
Mercer Capital July 2015 - Present
Erickson Partners, Inc. March 2012 - July 2015
Erickson Partners, Inc. September 2003 - March 2012
Prudential Capital Group July 2002 - July 2003
Prudential Capital Group 2000 - 2002
KPMG July 1998 - July 2000
Skills
Intangible Assets, Valuation, Investments, Financial Analysis, Mergers, Due Diligence, Loans, Business Valuation, Corporate Finance, Expert Witness, Financial Reporting, Tax, Mergers & Acquisitions, Financial Modeling, Finance, Financial Services, Economics, Alternative Investments, M&A experience, Acquisitions, Financial Advisory, Real Estate Economics, Equities, Litigation Support
Education
Baylor University 1994 — 1998
Bachelor of Business Administration (BBA), Economics
Baylor University - Hankamer School of Business 1994 — 1998
BBA, Economics
Mary Grace McQuiston Mary Grace McQuiston's Mercer Capital Experience 2014 - Present
Job Senior Financial Analyst at Mercer Capital
Industry Financial Services
Experience
Mercer Capital 2014 - Present
Mercer Capital 2011 - 2014
Morgan Keegan & Company, Inc June 2010 - August 2010
Education
Sewanee-The University of the South 2007 — 2011
BA, Economics
St. Mary's Episcopal School
Mercer Capital 2014 - Present
Mercer Capital 2011 - 2014
Morgan Keegan & Company, Inc June 2010 - August 2010
Education
Sewanee-The University of the South 2007 — 2011
BA, Economics
St. Mary's Episcopal School
Nick Heinz Nick Heinz's Mercer Capital Experience July 2010 - Present
Job Senior Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2010 - Present
Mercer Capital June 2005 - July 2010
Mercer Capital January 2004 - June 2005
Mercer Capital June 2000 - January 2004
Education
Duke University 1996 — 2000
B.A., Economics
Mercer Capital July 2010 - Present
Mercer Capital June 2005 - July 2010
Mercer Capital January 2004 - June 2005
Mercer Capital June 2000 - January 2004
Education
Duke University 1996 — 2000
B.A., Economics
Julia Roseman Julia Roseman's Mercer Capital Experience May 2013 - August 2013
Job Research Analyst at Laffer Associates
Industry Investment Banking
Experience
Laffer Associates June 2015 - Present
Deutsche Bank July 2014 - May 2015
Vanderbilt University Medical Center September 2013 - May 2014
Mercer Capital May 2013 - August 2013
Office of Tennessee Governor Bill Haslam January 2013 - May 2013
UBS Wealth Management January 2012 - May 2012
United States House of Representatives January 2010 - May 2010
Education
Vanderbilt University 2011 — 2014
Bachelor of Arts (B.A.), Economics
The George Washington University 2009 — 2011
Bachelor's Degree, Elliott School of International Affairs
Laffer Associates June 2015 - Present
Deutsche Bank July 2014 - May 2015
Vanderbilt University Medical Center September 2013 - May 2014
Mercer Capital May 2013 - August 2013
Office of Tennessee Governor Bill Haslam January 2013 - May 2013
UBS Wealth Management January 2012 - May 2012
United States House of Representatives January 2010 - May 2010
Education
Vanderbilt University 2011 — 2014
Bachelor of Arts (B.A.), Economics
The George Washington University 2009 — 2011
Bachelor's Degree, Elliott School of International Affairs
Madeleine Davis Madeleine Davis's Mercer Capital Experience July 2008 - Present
Job Senior Financial Analyst at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2008 - Present
Memphis Rise Academy October 2012 - Present
Commodity Futures Trading Commission 2007 - 2007
Skills
Valuation, Finance, Due Diligence, Financial Analysis, Financial Modeling, Community Banks, Loan Portfolio Analysis, Financial Reporting, Business Valuation, ESOP, Impairment Testing, Litigation Support
Education
Sewanee-The University of the South 2004 — 2008
BA, Economics, summa cum laude
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Business Bridge Program
Mercer Capital July 2008 - Present
Memphis Rise Academy October 2012 - Present
Commodity Futures Trading Commission 2007 - 2007
Skills
Valuation, Finance, Due Diligence, Financial Analysis, Financial Modeling, Community Banks, Loan Portfolio Analysis, Financial Reporting, Business Valuation, ESOP, Impairment Testing, Litigation Support
Education
Sewanee-The University of the South 2004 — 2008
BA, Economics, summa cum laude
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Business Bridge Program
Samantha Albert Samantha Albert's Mercer Capital Experience July 2012 - Present
Job Senior Financial Analyst at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2012 - Present
Laffer Associates June 2011 - August 2011
Sewanee: The University of the South Residential Life August 2010 - May 2011
Education
Sewanee-The University of the South 2008 — 2012
Bachelor's Degree
Mercer Capital July 2012 - Present
Laffer Associates June 2011 - August 2011
Sewanee: The University of the South Residential Life August 2010 - May 2011
Education
Sewanee-The University of the South 2008 — 2012
Bachelor's Degree
Christian Heuer Christian Heuer's Mercer Capital Experience September 1999 - March 2004
Job Healthcare Consultant
Industry Accounting
Experience
Crowe Horwath LLP April 2004 - Present
CFA Institute September 2013 - Present
CFA Society of Nashville July 2008 - Present
Tennessee State University 2015 - 2015
Mercer Capital September 1999 - March 2004
Skills
Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, Valuation, Accounting, Mergers, Strategic Planning, Budget, Process Improvement, Strategic Financial..., Business Development, Management Consulting, Mergers & Acquisitions, Finance, Internal Controls, Derivatives, Securities, Investments, Corporate Finance
Education
Lipscomb University
Bachelor of Arts
The University of Memphis
Master of Business Administration
The University of Memphis
Master of Arts - Economics
Crowe Horwath LLP April 2004 - Present
CFA Institute September 2013 - Present
CFA Society of Nashville July 2008 - Present
Tennessee State University 2015 - 2015
Mercer Capital September 1999 - March 2004
Skills
Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, Valuation, Accounting, Mergers, Strategic Planning, Budget, Process Improvement, Strategic Financial..., Business Development, Management Consulting, Mergers & Acquisitions, Finance, Internal Controls, Derivatives, Securities, Investments, Corporate Finance
Education
Lipscomb University
Bachelor of Arts
The University of Memphis
Master of Business Administration
The University of Memphis
Master of Arts - Economics
Kassi Hamner Kassi Hamner's Mercer Capital Experience May 2010 - August 2010
Job Underwriting Analyst at Phillips Edison & Company
Industry Commercial Real Estate
Experience
Phillips Edison & Company July 2014 - Present
Phillips Edison & Company June 2013 - June 2014
Fifth Third Bank July 2011 - June 2013
Fifth Third Bank July 2011 - June 2013
Mercer Capital May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Credit Analysis, Investments, Underwriting, Due Diligence, Finance, Commercial Banking, Banking, Real Estate Economics, Corporate Finance, Risk Management, Financial Reporting, Real Estate, Microsoft Excel
Education
University of Georgia - Terry College of Business 2009 — 2011
Masters of Business Administration, Real Estate and Finance
Vanderbilt University 2005 — 2009
Bachelor of Arts, Economics
Phillips Edison & Company July 2014 - Present
Phillips Edison & Company June 2013 - June 2014
Fifth Third Bank July 2011 - June 2013
Fifth Third Bank July 2011 - June 2013
Mercer Capital May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Credit Analysis, Investments, Underwriting, Due Diligence, Finance, Commercial Banking, Banking, Real Estate Economics, Corporate Finance, Risk Management, Financial Reporting, Real Estate, Microsoft Excel
Education
University of Georgia - Terry College of Business 2009 — 2011
Masters of Business Administration, Real Estate and Finance
Vanderbilt University 2005 — 2009
Bachelor of Arts, Economics
Wendy Ingalls Wendy Ingalls's Mercer Capital Experience October 2000 - Present
Job Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital October 2000 - Present
Rhea & Ivy, PLC 1996 - 2000
Skills
Valuation, Business Valuation, Litigation Support, Due Diligence, Accounting, CPA
Education
Michigan State University
BS
New Hampshire College
MBA
Mercer Capital October 2000 - Present
Rhea & Ivy, PLC 1996 - 2000
Skills
Valuation, Business Valuation, Litigation Support, Due Diligence, Accounting, CPA
Education
Michigan State University
BS
New Hampshire College
MBA
William Avoli's Mercer Capital Experience August 1997 - November 1999
Job Vice President at Rockbridge Capital, LLC
Industry Venture Capital & Private Equity
Experience
Rockbridge Capital, LLC February 2008 - Present
JPMorgan Chase November 1999 - February 2008
Mercer Capital August 1997 - November 1999
Skills
Valuation, Strategic Planning, Real Estate Economics, Private Equity, Portfolio Management, Mergers, Financial Modeling, Investments, Financial Analysis, Finance, Due Diligence, Corporate Finance, Business Strategy, Asset Managment, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1989 — 1993
Bachelor of Arts (BA), Economics
Rockbridge Capital, LLC February 2008 - Present
JPMorgan Chase November 1999 - February 2008
Mercer Capital August 1997 - November 1999
Skills
Valuation, Strategic Planning, Real Estate Economics, Private Equity, Portfolio Management, Mergers, Financial Modeling, Investments, Financial Analysis, Finance, Due Diligence, Corporate Finance, Business Strategy, Asset Managment, Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1997
Master of Business Administration (MBA), Finance
Washington and Lee University 1989 — 1993
Bachelor of Arts (BA), Economics
Nicholas Dean's Mercer Capital Experience July 2009 - March 2010
Job Branch Manager at ICM Capital Markets LTD
Industry Financial Services
Experience
ICM Capital Markets LTD May 2012 - Present
Halcyon Cabot Partners, Ltd January 2012 - June 2012
Source Capital Group February 2010 - December 2011
Mercer Capital July 2009 - March 2010
E1 Asset Management October 2003 - July 2009
Forham Financial Management Inc January 2002 - September 2003
Raymond James December 2000 - December 2001
Sands Brothers & Co Ltd June 1999 - October 2000
Education
Purchase College, SUNY 1995 — 1996
BS, Mathematics
Purchase College, SUNY 1991 — 1995
BA, Economics
ICM Capital Markets LTD May 2012 - Present
Halcyon Cabot Partners, Ltd January 2012 - June 2012
Source Capital Group February 2010 - December 2011
Mercer Capital July 2009 - March 2010
E1 Asset Management October 2003 - July 2009
Forham Financial Management Inc January 2002 - September 2003
Raymond James December 2000 - December 2001
Sands Brothers & Co Ltd June 1999 - October 2000
Education
Purchase College, SUNY 1995 — 1996
BS, Mathematics
Purchase College, SUNY 1991 — 1995
BA, Economics
Elliot Schwartz's Mercer Capital Experience account executivemercer capital1998 - 2008
Job Account Executive at Mercer Capital
Industry Financial Services
Experience
Mercer Capital account executivemercer capital1998 - 2008
Education
City University of New York-Brooklyn College 2002 — 2007
Mercer Capital account executivemercer capital1998 - 2008
Education
City University of New York-Brooklyn College 2002 — 2007
Francis Lynch, CFA's Mercer Capital Experience July 2009 - January 2011
Job Senior Associate at Clark Enterprises, Inc.
Industry Real Estate
Experience
Clark Enterprises, Inc. May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets September 2011 - July 2013
Morgan Keegan March 2011 - September 2011
Robert W. Baird & Co. January 2011 - February 2011
Mercer Capital July 2009 - January 2011
Mercer Capital May 2008 - July 2008
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Clark Enterprises, Inc. May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets September 2011 - July 2013
Morgan Keegan March 2011 - September 2011
Robert W. Baird & Co. January 2011 - February 2011
Mercer Capital July 2009 - January 2011
Mercer Capital May 2008 - July 2008
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
J. Patrick Blankinship, Jr.'s Mercer Capital Experience January 2001 - August 2004
Job Physician Radiology Resident at Methodist Hospital
Industry Medical Practice
Experience
Methodist Hospital June 2008 - Present
Mercer Capital January 2001 - August 2004
Education
University of Tennessee-Health Science Center College of Medicine 2004 — 2008
M.D.
Sewanee-The University of the South 1996 — 2000
B.A., Economics
Methodist Hospital June 2008 - Present
Mercer Capital January 2001 - August 2004
Education
University of Tennessee-Health Science Center College of Medicine 2004 — 2008
M.D.
Sewanee-The University of the South 1996 — 2000
B.A., Economics
Tarah Neujahr Bryan's Mercer Capital Experience March 2008 - January 2009
Job
Industry Hospital & Health Care
Experience
Health Catalyst January 2015 - Present
Health Catalyst June 2013 - January 2015
Bonner General Hospital May 2011 - June 2013
creative inferno July 2010 - May 2011
Women of Style, Spirit, & Success June 2010 - May 2011
Demand Media 2009 - 2010
American Cancer Society February 2009 - April 2009
Mercer Capital March 2008 - January 2009
Billings Clinic August 2006 - February 2008
Ethnoscience July 2005 - August 2006
Skills
Public Relations, Public Speaking, Event Planning, Social Media, Social Media Marketing, Social Networking, Customer Service, Marketing Communications, Microsoft Office, Strategic Planning, Non-profits, PowerPoint, Writing, Copywriting, Media Relations, Time Management, Newsletters, Editing, Email Marketing, Blogging, Press Releases, Advertising, Facebook, Marketing, Online Marketing, Corporate Communications, Strategic Communications, SEO, Management, Leadership, Integrated Marketing, Strategy, Marketing Strategy, Content Strategy
Education
University of Nebraska-Lincoln 2007 — 2010
Master of Arts, Journalism and Mass Communications (Marketing, Communications, and Advertising Option)
Montana State University-Billings 2004 — 2007
Bachelor of Arts, History (minor in Sociology)
Health Catalyst January 2015 - Present
Health Catalyst June 2013 - January 2015
Bonner General Hospital May 2011 - June 2013
creative inferno July 2010 - May 2011
Women of Style, Spirit, & Success June 2010 - May 2011
Demand Media 2009 - 2010
American Cancer Society February 2009 - April 2009
Mercer Capital March 2008 - January 2009
Billings Clinic August 2006 - February 2008
Ethnoscience July 2005 - August 2006
Skills
Public Relations, Public Speaking, Event Planning, Social Media, Social Media Marketing, Social Networking, Customer Service, Marketing Communications, Microsoft Office, Strategic Planning, Non-profits, PowerPoint, Writing, Copywriting, Media Relations, Time Management, Newsletters, Editing, Email Marketing, Blogging, Press Releases, Advertising, Facebook, Marketing, Online Marketing, Corporate Communications, Strategic Communications, SEO, Management, Leadership, Integrated Marketing, Strategy, Marketing Strategy, Content Strategy
Education
University of Nebraska-Lincoln 2007 — 2010
Master of Arts, Journalism and Mass Communications (Marketing, Communications, and Advertising Option)
Montana State University-Billings 2004 — 2007
Bachelor of Arts, History (minor in Sociology)
Chaya Ava Glendon's Mercer Capital Experience March 2010 - October 2011
Job Senior Merchandising Analyst at AutoZone
Industry Financial Services
Experience
AutoZone June 2014 - Present
AutoZone March 2013 - June 2014
Hilton Worldwide October 2011 - March 2013
Mercer Capital March 2010 - October 2011
Skills
Financial Modeling, Valuation, Analysis, Microsoft Excel, Data Analysis, Financial Analysis, VBA, Finance, Research, Statistics, Microsoft Access, Access, SQL, Eviews, Analytics, SAS, Forecasting, Business Analysis, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master, Finance, 3.63
Elon University 2000 — 2004
Bachelor of Arts, Economics and History, 4.0 in Majors, 3.91 Overall
AutoZone June 2014 - Present
AutoZone March 2013 - June 2014
Hilton Worldwide October 2011 - March 2013
Mercer Capital March 2010 - October 2011
Skills
Financial Modeling, Valuation, Analysis, Microsoft Excel, Data Analysis, Financial Analysis, VBA, Finance, Research, Statistics, Microsoft Access, Access, SQL, Eviews, Analytics, SAS, Forecasting, Business Analysis, Microsoft Office
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
Master, Finance, 3.63
Elon University 2000 — 2004
Bachelor of Arts, Economics and History, 4.0 in Majors, 3.91 Overall
Marty Drier's Mercer Capital Experience June 1994 - Present
Job Retired from Mercer Capital
Industry Financial Services
Experience
Mercer Capital June 1994 - Present
Education
University of Maine 1964 — 1968
BA, Latin
Mercer Capital June 1994 - Present
Education
University of Maine 1964 — 1968
BA, Latin
Scott Davis's Mercer Capital Experience April 1998 - June 1999
Job Vice President at Robert Half International
Industry Accounting
Experience
Robert Half International March 2014 - Present
Robert Half International 2006 - Present
Robert Half Finance and Accounting 1999 - Present
Mercer Capital April 1998 - June 1999
Dun & Bradstreet 1992 - 1998
Skills
Permanent Placement, Finance, Auditing, Business Development, Temporary Placement, Financial Reporting, Accounting, Management, Temporary Staffing, Financial Analysis, Recruiting, Consulting, Leadership, Microsoft Excel, Budgets, Forecasting, Public Relations, General Ledger, Cost Accounting, Internal Audit, Applicant Tracking..., Tax, Marketing, Accounts Payable, Sales, Sarbanes-Oxley Act
Education
Union University 1999 — 2000
MBA, Finance
Union University 1987 — 1991
BSBA, Management/Marketing/Economics/Finance
Robert Half International March 2014 - Present
Robert Half International 2006 - Present
Robert Half Finance and Accounting 1999 - Present
Mercer Capital April 1998 - June 1999
Dun & Bradstreet 1992 - 1998
Skills
Permanent Placement, Finance, Auditing, Business Development, Temporary Placement, Financial Reporting, Accounting, Management, Temporary Staffing, Financial Analysis, Recruiting, Consulting, Leadership, Microsoft Excel, Budgets, Forecasting, Public Relations, General Ledger, Cost Accounting, Internal Audit, Applicant Tracking..., Tax, Marketing, Accounts Payable, Sales, Sarbanes-Oxley Act
Education
Union University 1999 — 2000
MBA, Finance
Union University 1987 — 1991
BSBA, Management/Marketing/Economics/Finance
Sujan Rajbhandary's Mercer Capital Experience 2014 - Present
Job Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital 2014 - Present
Mercer Capital 2009 - 2013
Mercer Capital 2006 - 2009
Skills
Valuation, Financial Analysis, Fair Value, Business Valuation, Securities, Alternative Investments, Finance, Purchase Price..., Mergers, Litigation Support, Financial Services, ESOP, Mergers & Acquisitions, Private Equity, Strategic Financial..., Restructuring
Education
Vanderbilt University 2004 — 2006
MA, Economics
Carleton College 2000 — 2004
BA, Economics
Mercer Capital 2014 - Present
Mercer Capital 2009 - 2013
Mercer Capital 2006 - 2009
Skills
Valuation, Financial Analysis, Fair Value, Business Valuation, Securities, Alternative Investments, Finance, Purchase Price..., Mergers, Litigation Support, Financial Services, ESOP, Mergers & Acquisitions, Private Equity, Strategic Financial..., Restructuring
Education
Vanderbilt University 2004 — 2006
MA, Economics
Carleton College 2000 — 2004
BA, Economics
Tameka McKinney's Mercer Capital Experience July 2006 - July 2007
Job Executive Coordinator at CrescoAg (a subsidiary of Pinnacle Ag/Sanders Inc.)
Industry Chemicals
Experience
CrescoAg, LLC March 2014 - Present
Jimmy Sanders, Inc. February 2012 - March 2014
CB Richard Ellis Memphis July 2011 - December 2011
Chi Omega Fraternity October 2008 - March 2011
Poag & McEwen Lifestyle Centers July 2006 - September 2008
Mann & Ebert Hospitality Development 2006 - 2008
Mercer Capital July 2006 - July 2007
Skills
Event Planning, Microsoft Office, Excel, Event Management, Administration, Data Entry, Customer Service, Customer Relations, Budgeting, Writing, Research, PowerPoint, Outlook, Photoshop, Access, Editing, Non-profits, Scheduling, InDesign, Promotions, Marketing Communications, Press Releases, Telephone Skills, Spreadsheets, Online Marketing, Facebook, Illustrator, Social Networking, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Nonprofits, Budgets, Management, Marketing
Education
The University of Memphis
CrescoAg, LLC March 2014 - Present
Jimmy Sanders, Inc. February 2012 - March 2014
CB Richard Ellis Memphis July 2011 - December 2011
Chi Omega Fraternity October 2008 - March 2011
Poag & McEwen Lifestyle Centers July 2006 - September 2008
Mann & Ebert Hospitality Development 2006 - 2008
Mercer Capital July 2006 - July 2007
Skills
Event Planning, Microsoft Office, Excel, Event Management, Administration, Data Entry, Customer Service, Customer Relations, Budgeting, Writing, Research, PowerPoint, Outlook, Photoshop, Access, Editing, Non-profits, Scheduling, InDesign, Promotions, Marketing Communications, Press Releases, Telephone Skills, Spreadsheets, Online Marketing, Facebook, Illustrator, Social Networking, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Nonprofits, Budgets, Management, Marketing
Education
The University of Memphis
Taliaferro Oates's Mercer Capital Experience June 2013 - June 2014
Job Merchant Trader at ECOM Trading
Industry Financial Services
Experience
ECOM Trading October 2014 - Present
Mercer Capital June 2013 - June 2014
Wellness Environments June 2010 - June 2013
US Navy October 2005 - March 2010
Skills
Financial Analysis, Sales, Leadership, Management, Finance, Investments, Marketing, Risk Management
Education
The University of Memphis 2014 — 2016
Master's Degree, Accounting
ACSA International Cotton Institute 2014 — 2014
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Executive / Strategy
University of Mississippi 2000 — 2005
B.B.A, Finance and Marketing
Woodberry Forest School 1996 — 2000
ECOM Trading October 2014 - Present
Mercer Capital June 2013 - June 2014
Wellness Environments June 2010 - June 2013
US Navy October 2005 - March 2010
Skills
Financial Analysis, Sales, Leadership, Management, Finance, Investments, Marketing, Risk Management
Education
The University of Memphis 2014 — 2016
Master's Degree, Accounting
ACSA International Cotton Institute 2014 — 2014
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Executive / Strategy
University of Mississippi 2000 — 2005
B.B.A, Finance and Marketing
Woodberry Forest School 1996 — 2000
Nicholas Beckmeyer's Mercer Capital Experience February 2008 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
Woodstock Financial Group, Inc. 2010 - 2011
Mercer Capital February 2008 - August 2008
Reid & Rudiger March 2006 - August 2008
Skills
Bloomberg, Equities, Financial Modeling, Financial Planning, Insurance, Investments, Portfolio Management, Retirement Planning, Securities, Series 63, Series 7
Education
Seton Hall University 2000 — 2005
Finance, B
Woodstock Financial Group, Inc. 2010 - 2011
Mercer Capital February 2008 - August 2008
Reid & Rudiger March 2006 - August 2008
Skills
Bloomberg, Equities, Financial Modeling, Financial Planning, Insurance, Investments, Portfolio Management, Retirement Planning, Securities, Series 63, Series 7
Education
Seton Hall University 2000 — 2005
Finance, B
Leonard McKinnon's Mercer Capital Experience 1999 - 2001
Job Executive Vice President at Cadence Bank, N.A.
Industry Banking
Experience
Cadence Bank, N.A. September 2004 - Present
SunTrust Bank 2001 - 2004
Mercer Capital 1999 - 2001
Union Planters Bank 1988 - 1999
Skills
Banking
Education
Emory University - Goizueta Business School 1986 — 1988
Master of Business Administration (MBA)
University of Tennessee-Knoxville 1982 — 1986
Bachelor of Science (BS), Finance, General
Cadence Bank, N.A. September 2004 - Present
SunTrust Bank 2001 - 2004
Mercer Capital 1999 - 2001
Union Planters Bank 1988 - 1999
Skills
Banking
Education
Emory University - Goizueta Business School 1986 — 1988
Master of Business Administration (MBA)
University of Tennessee-Knoxville 1982 — 1986
Bachelor of Science (BS), Finance, General