Morgan Keegan
Industry: Investment company
DescriptionRaymond James | Morgan Keegan is the interim name of the former Morgan Keegan & Co. business units acquired by Raymond James Financial on April 2, 2012. The combined firms’ subsidiaries engage primarily in investment and financial planning, investment banking, fixed income products and asset management. Headquarters: Memphis, Tennessee, United States Founder: Allen B. Morgan Jr. Founded: 1969 Parent organization: Raymond James Subsidiaries: Morgan Keegan Healthcare Investment Banking, Key people: Thomas James, Paul C. Reilly
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Morgan Keegan Employees
Employee
Years
Job
Industry
Jim Bergman Jim Bergman's Morgan Keegan Experience September 2002 - May 2008
Job Certified Financial Planner™ at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc., Member FINRA/SIPC May 2008 - Present
Morgan Keegan September 2002 - May 2008
Smith Barney January 1992 - September 2002
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Finance, Financial Services, Insurance, Securities, Financial Advisory, Estate Planning, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Portfolio Management
Education
College for Financial Planning 1998 — 2000
Certified Financial Planner, Financial Planning and Services
Auburn University 1973 — 1976
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Raymond James Financial Inc., Member FINRA/SIPC May 2008 - Present
Morgan Keegan September 2002 - May 2008
Smith Barney January 1992 - September 2002
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Finance, Financial Services, Insurance, Securities, Financial Advisory, Estate Planning, Asset Allocation, Wealth Management, Mutual Funds, Investment Advisory, Portfolio Management
Education
College for Financial Planning 1998 — 2000
Certified Financial Planner, Financial Planning and Services
Auburn University 1973 — 1976
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Justin Hilliard, MBA Justin Hilliard, MBA's Morgan Keegan Experience May 2008 - November 2008
Job Sr FA Jabil
Industry Financial Services
Experience
Jabil February 2015 - Present
Remington Arms Company September 2013 - February 2015
Thomas & Betts January 2013 - August 2013
Thomas and Betts April 2012 - December 2012
Carlisle Corporation September 2010 - April 2012
Impact PaySystem November 2009 - September 2010
Morgan Keegan May 2008 - November 2008
Skills
Accounting, Analysis, Account Reconciliation, Budgets, Finance, Financial Reporting, Financial Analysis, Variance Analysis, Cost Accounting, Microsoft Office, Payroll, Customer Service, Sarbanes-Oxley Act, Marketing Strategy, Access, Strategic Planning, Cognos, FRx, Auditing, Hyperion Enterprise, Business Process..., SAP, Excel Certified, Microsoft, Peachtree, Great Plains Software, TPG, Bloomberg, Financial Accounting, Customer Relations, Budgeting, Budget Analysis, Strategic Analysis, Content Management, Hyperion Interactive..., Oracle, SAP BPC, Consolidated Reporting, Report Development, Inventory Management, Materials Management, Raw Materials, Financial Modeling, Standards Development, Financial Forecasting, Forecasting, Microsoft Excel, Internal Controls, Process Improvement
Education
The University of Memphis 2012 — 2014
Master of Business Administration (MBA), International Finance, Marketing, & Management
Universitat Ramon Llull 2009 — 2009
International Business, International Finance, Marketing, and Management
Christian Brothers University 2005 — 2009
Bachelor of Business Administration (BBA), Finance & International Business
Jabil February 2015 - Present
Remington Arms Company September 2013 - February 2015
Thomas & Betts January 2013 - August 2013
Thomas and Betts April 2012 - December 2012
Carlisle Corporation September 2010 - April 2012
Impact PaySystem November 2009 - September 2010
Morgan Keegan May 2008 - November 2008
Skills
Accounting, Analysis, Account Reconciliation, Budgets, Finance, Financial Reporting, Financial Analysis, Variance Analysis, Cost Accounting, Microsoft Office, Payroll, Customer Service, Sarbanes-Oxley Act, Marketing Strategy, Access, Strategic Planning, Cognos, FRx, Auditing, Hyperion Enterprise, Business Process..., SAP, Excel Certified, Microsoft, Peachtree, Great Plains Software, TPG, Bloomberg, Financial Accounting, Customer Relations, Budgeting, Budget Analysis, Strategic Analysis, Content Management, Hyperion Interactive..., Oracle, SAP BPC, Consolidated Reporting, Report Development, Inventory Management, Materials Management, Raw Materials, Financial Modeling, Standards Development, Financial Forecasting, Forecasting, Microsoft Excel, Internal Controls, Process Improvement
Education
The University of Memphis 2012 — 2014
Master of Business Administration (MBA), International Finance, Marketing, & Management
Universitat Ramon Llull 2009 — 2009
International Business, International Finance, Marketing, and Management
Christian Brothers University 2005 — 2009
Bachelor of Business Administration (BBA), Finance & International Business
Kimberley Javins Kimberley Javins's Morgan Keegan Experience 1998 - 2000
Job Marketing Communications Manager at Spok
Industry Marketing and Advertising
Experience
Spok June 2008 - Present
FAA Federal Credit Union November 2006 - June 2008
Memphis Area Teachers' Credit Union 2001 - 2006
Morgan Keegan 1998 - 2000
Skills
Marketing, Marketing Communications, Leadership, Customer Satisfaction, Strategic Partnerships, B2B, Direct Sales, Solution Selling, Customer Retention, Strategic Planning, Telecommunications, Wireless, Vendor Management, Sales Management, New Business Development
Education
Christian Brothers University 2000 — 2004
Bachelor of Science (BS)
Collin County Community College
Graphic Design Certificate
Spok June 2008 - Present
FAA Federal Credit Union November 2006 - June 2008
Memphis Area Teachers' Credit Union 2001 - 2006
Morgan Keegan 1998 - 2000
Skills
Marketing, Marketing Communications, Leadership, Customer Satisfaction, Strategic Partnerships, B2B, Direct Sales, Solution Selling, Customer Retention, Strategic Planning, Telecommunications, Wireless, Vendor Management, Sales Management, New Business Development
Education
Christian Brothers University 2000 — 2004
Bachelor of Science (BS)
Collin County Community College
Graphic Design Certificate
John Dewald John Dewald's Morgan Keegan Experience September 1993 - January 1999
Job Independent Investment Management Professional
Industry Investment Management
Experience
JDewald & Associates 2004 - Present
Golden West Financial 2001 - 2004
J C Bradford & Co. January 1999 - December 2001
Morgan Keegan September 1993 - January 1999
CM&M Group April 1977 - September 1993
Skills
Asset Managment, Financial Modeling, Investments, Strategic Planning, Valuation, Asset Management, Fixed Income, Risk Management, Due Diligence, Mergers & Acquisitions, Alternative Investments, Process Improvement
Education
Columbia University - Columbia Business School 1982 — 1982
The University of North Dakota 1965 — 1969
BS
JDewald & Associates 2004 - Present
Golden West Financial 2001 - 2004
J C Bradford & Co. January 1999 - December 2001
Morgan Keegan September 1993 - January 1999
CM&M Group April 1977 - September 1993
Skills
Asset Managment, Financial Modeling, Investments, Strategic Planning, Valuation, Asset Management, Fixed Income, Risk Management, Due Diligence, Mergers & Acquisitions, Alternative Investments, Process Improvement
Education
Columbia University - Columbia Business School 1982 — 1982
The University of North Dakota 1965 — 1969
BS
Barton Haneberg Barton Haneberg's Morgan Keegan Experience 1997 - 1999
Job VP, Sales Manager Fixed Income at FactSet
Industry Financial Services
Experience
FactSet November 2014 - Present
MSCI Inc. June 2013 - November 2014
SuperDerivatives June 2011 - May 2013
FactSet Research Systems October 2001 - June 2011
FactSet Research Systems April 2010 - May 2011
FactSet Europe Limited April 2008 - April 2010
FactSet Research Systems (acquired Derivative Solutions) January 2005 - April 2008
Derivative Solutions (acquired by FactSet Research Systems) October 2001 - December 2004
Consolidated Commerce 2000 - 2001
Morgan Keegan 1997 - 1999
Skills
Fixed Income, Derivatives, Risk Management, Market Data, Structured Products, New Business Development, Sales Management, Performance Attribution, Key Account Management, Credit Analysis, Enterprise Solution...
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont University
Bachelor of Science (BS)
FactSet November 2014 - Present
MSCI Inc. June 2013 - November 2014
SuperDerivatives June 2011 - May 2013
FactSet Research Systems October 2001 - June 2011
FactSet Research Systems April 2010 - May 2011
FactSet Europe Limited April 2008 - April 2010
FactSet Research Systems (acquired Derivative Solutions) January 2005 - April 2008
Derivative Solutions (acquired by FactSet Research Systems) October 2001 - December 2004
Consolidated Commerce 2000 - 2001
Morgan Keegan 1997 - 1999
Skills
Fixed Income, Derivatives, Risk Management, Market Data, Structured Products, New Business Development, Sales Management, Performance Attribution, Key Account Management, Credit Analysis, Enterprise Solution...
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont University
Bachelor of Science (BS)
Leslie S. Higgins Leslie S. Higgins's Morgan Keegan Experience November 2008 - October 2009
Job Director of Education at U. S. Marshals Museum, Inc.
Industry Nonprofit Organization Management
Experience
U. S. Marshals Museum March 2011 - Present
Architect of the Capitol November 2009 - February 2011
Morgan Keegan November 2008 - October 2009
National Archives and Records Administration January 2008 - July 2008
National Building Museum October 2007 - April 2008
Child Development, Inc. November 2005 - May 2007
Skills
Museums, Fundraising, Museum Education, Nonprofits, Museum Collections, Research, Event Planning
Education
The George Washington University 2007 — 2008
MAT, Museum Education
Arkansas Tech University 2003 — 2006
Master's degree, History
U. S. Marshals Museum March 2011 - Present
Architect of the Capitol November 2009 - February 2011
Morgan Keegan November 2008 - October 2009
National Archives and Records Administration January 2008 - July 2008
National Building Museum October 2007 - April 2008
Child Development, Inc. November 2005 - May 2007
Skills
Museums, Fundraising, Museum Education, Nonprofits, Museum Collections, Research, Event Planning
Education
The George Washington University 2007 — 2008
MAT, Museum Education
Arkansas Tech University 2003 — 2006
Master's degree, History
Sam Levine Sam Levine's Morgan Keegan Experience February 2010 - April 2012
Job Vice President, Senior Specialist Managed Account Client Services & Analytical Reporting
Industry Financial Services
Experience
Northern Trust Asset Management December 2013 - Present
Potvin Partners, LLC June 2012 - December 2013
Morgan Keegan February 2010 - April 2012
THINK EQUITY LLC January 2008 - January 2009
Oppenheimer & Co. March 2006 - December 2008
First Albany Capital January 2001 - March 2006
First Albany Capital June 1999 - January 2001
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Trading, Investment Banking, Equity Trading, Financial Services, Series 7, Series 63, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Investments, Asset Management, Mutual Funds, Securities, Financial Modeling, Asset Allocation, Investment Strategies
Education
Adelphi University 2005 — 2007
Masters, Business Administration
SUNY Albany 1995 — 1999
BS, Economics
Northern Trust Asset Management December 2013 - Present
Potvin Partners, LLC June 2012 - December 2013
Morgan Keegan February 2010 - April 2012
THINK EQUITY LLC January 2008 - January 2009
Oppenheimer & Co. March 2006 - December 2008
First Albany Capital January 2001 - March 2006
First Albany Capital June 1999 - January 2001
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Trading, Investment Banking, Equity Trading, Financial Services, Series 7, Series 63, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Investments, Asset Management, Mutual Funds, Securities, Financial Modeling, Asset Allocation, Investment Strategies
Education
Adelphi University 2005 — 2007
Masters, Business Administration
SUNY Albany 1995 — 1999
BS, Economics
Gwen Callian Gwen Callian's Morgan Keegan Experience February 1982 - March 1989
Job Treasury Advisor Global Cash Management at FedEx Corporation
Industry Transportation/Trucking/Railroad
Experience
FedEx Corporation April 1989 - Present
Morgan Keegan February 1982 - March 1989
First Tennessee Bank July 1977 - June 1982
Skills
Process Improvement, Team Building, Forecasting, Logistics, Operations Management, Financial Analysis, Transportation, Budgets, Business Analysis, Project Management, Sarbanes-Oxley Act, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Management, Analysis, Microsoft Excel, Event Planning, Program Management, Research, Cash Management
Education
Christrian Brothers University 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christian Brothers University
FedEx Corporation April 1989 - Present
Morgan Keegan February 1982 - March 1989
First Tennessee Bank July 1977 - June 1982
Skills
Process Improvement, Team Building, Forecasting, Logistics, Operations Management, Financial Analysis, Transportation, Budgets, Business Analysis, Project Management, Sarbanes-Oxley Act, Customer Service, Strategic Planning, Public Speaking, Microsoft Office, Management, Analysis, Microsoft Excel, Event Planning, Program Management, Research, Cash Management
Education
Christrian Brothers University 1997 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christian Brothers University
Alan Leach Alan Leach's Morgan Keegan Experience June 1980 - June 1982
Job Sales Manager at Smith Shellnut Wilson, LLC
Industry Investment Management
Experience
Smith Shellnut Wilson, LLC March 2009 - Present
Bank Securities Association 2004 - 2007
Bancorpsouth Investment Services, Inc. July 1998 - January 2005
Deposit Guaranty Investment Services June 1988 - June 1998
First Securiries Company in Mobile June 1982 - June 1988
Morgan Keegan June 1980 - June 1982
SouthTrust Bank 1970 - 1980
Education
University of Alabama at Birmingham 1971 — 1973
MBA, General Business
University of Alabama 1967 — 1969
BS, Business Administration
Auburn University 1965 — 1967
pre- engineering, accounting
Smith Shellnut Wilson, LLC March 2009 - Present
Bank Securities Association 2004 - 2007
Bancorpsouth Investment Services, Inc. July 1998 - January 2005
Deposit Guaranty Investment Services June 1988 - June 1998
First Securiries Company in Mobile June 1982 - June 1988
Morgan Keegan June 1980 - June 1982
SouthTrust Bank 1970 - 1980
Education
University of Alabama at Birmingham 1971 — 1973
MBA, General Business
University of Alabama 1967 — 1969
BS, Business Administration
Auburn University 1965 — 1967
pre- engineering, accounting
Cassie Duncan Cassie Duncan's Morgan Keegan Experience September 2010 - September 2011
Job Digital & Local Sales Coordinator
Industry Broadcast Media
Experience
WREG-TV June 2015 - Present
WREG-TV March 2014 - Present
Nexstar Broadcasting Group, Inc. September 2011 - February 2014
Morgan Keegan September 2010 - September 2011
Morgan Keegan February 2009 - September 2010
Skills
Advertising, Media Planning, Social Media Marketing, Advertising Sales, Social Networking, Digital Media, Event Planning, Facebook, Sales, Media Relations, Marketing, Social Media, Microsoft Office, Marketing Communications
Education
Christian Brothers University 2004 — 2008
Bachelor of Science (BS), Marketing
WREG-TV June 2015 - Present
WREG-TV March 2014 - Present
Nexstar Broadcasting Group, Inc. September 2011 - February 2014
Morgan Keegan September 2010 - September 2011
Morgan Keegan February 2009 - September 2010
Skills
Advertising, Media Planning, Social Media Marketing, Advertising Sales, Social Networking, Digital Media, Event Planning, Facebook, Sales, Media Relations, Marketing, Social Media, Microsoft Office, Marketing Communications
Education
Christian Brothers University 2004 — 2008
Bachelor of Science (BS), Marketing
Joe Freeman Joe Freeman's Morgan Keegan Experience September 2004 - November 2006
Job Principal at E.F. Joseph, LLC
Industry Investment Banking
Experience
E.F. Joseph, LLC September 2014 - Present
Crews & Associates September 2012 - September 2014
Protective Life December 2006 - August 2012
Morgan Keegan September 2004 - November 2006
Skills
Underwriting, Series 7, Investments, Financial Analysis, Credit, Finance, Customer Service, Portfolio Management, Strategic Planning, Management, Securities, Public Relations, Leadership, Investment Banking, Public Speaking, Marketing, Nonprofits
Education
Auburn University 1999 — 2004
E.F. Joseph, LLC September 2014 - Present
Crews & Associates September 2012 - September 2014
Protective Life December 2006 - August 2012
Morgan Keegan September 2004 - November 2006
Skills
Underwriting, Series 7, Investments, Financial Analysis, Credit, Finance, Customer Service, Portfolio Management, Strategic Planning, Management, Securities, Public Relations, Leadership, Investment Banking, Public Speaking, Marketing, Nonprofits
Education
Auburn University 1999 — 2004
Clint Mickle Clint Mickle's Morgan Keegan Experience June 2011 - August 2011
Job Private Equity Associate at White Deer Energy
Industry Venture Capital & Private Equity
Experience
White Deer Energy August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Morgan Keegan June 2011 - August 2011
Air Liquide America January 2011 - April 2011
EcoFirst Pest Control January 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
BYU Private Equity Case Competition February 2010 - April 2010
The Church of Jesus Christ of Latter-day Saints July 2006 - August 2008
Skills
Financial Modeling, Accounting, Financial Analysis, Leadership, Valuation, Bloomberg
Education
Brigham Young University
Bachelor of Science (BS), Finance
White Deer Energy August 2014 - Present
Wells Fargo Securities June 2012 - August 2014
Morgan Keegan June 2011 - August 2011
Air Liquide America January 2011 - April 2011
EcoFirst Pest Control January 2010 - April 2011
Beneficial Financial Group August 2010 - December 2010
BYU Private Equity Case Competition February 2010 - April 2010
The Church of Jesus Christ of Latter-day Saints July 2006 - August 2008
Skills
Financial Modeling, Accounting, Financial Analysis, Leadership, Valuation, Bloomberg
Education
Brigham Young University
Bachelor of Science (BS), Finance
Gregory Noble's Morgan Keegan Experience April 1996 - April 1997
Job General Manager Rick Peterson & Associates Recruiting, Consulting, Mergers & Acquisitions For The Financial Sector
Industry Staffing and Recruiting
Experience
Rick Peterson & Associates May 2011 - Present
Teocalli Capital Strategies March 2011 - Present
Hughes & Associates April 2010 - March 2011
Aurora Financial Solutions September 2006 - October 2009
Petrosearch Energy Corporation (acquired by DBLE) January 2003 - October 2006
Excelsior Exploration Company January 2002 - January 2003
UBS March 1998 - January 2002
Sanders Morris Harris May 1997 - December 1997
Morgan Keegan April 1996 - April 1997
Dean Witter Reynolds February 1995 - March 1996
Skills
Equities, Capital Markets, Investments, Recruiting, Brokerage Recruting, Proprietary Trading, Negotiation, Financial Advisory, Public Speaking, Mergers & Acquisitions, Start-ups, Trading, Asset Management, Venture Capital, New Business Development, Mergers, Entrepreneurship, Strategy, Finance, Financial Markets, Asset Managment, Corporate Finance, Equity Trading, Business Planning, Sales, Team Building, Funding, Executive Management, Analysis, Fundraising, Investor Relations, Mutual Funds, Hedge Funds, Business Strategy, Portfolio Management, Strategic Financial..., Private Equity, Managerial Finance, Deal Execution, Deal Structuring, Angel Investing, Leadership Development, Cold Calling, Financial Planning, Analytical Skills, Non-profits, Roadshows, Financial Services, Event Planning, Event Management
Education
University of Vermont 1982 — 1986
BA, English, Political Science
Choate Rosemary Hall 1978 — 1982
Honors, Political Science and Government
Rick Peterson & Associates May 2011 - Present
Teocalli Capital Strategies March 2011 - Present
Hughes & Associates April 2010 - March 2011
Aurora Financial Solutions September 2006 - October 2009
Petrosearch Energy Corporation (acquired by DBLE) January 2003 - October 2006
Excelsior Exploration Company January 2002 - January 2003
UBS March 1998 - January 2002
Sanders Morris Harris May 1997 - December 1997
Morgan Keegan April 1996 - April 1997
Dean Witter Reynolds February 1995 - March 1996
Skills
Equities, Capital Markets, Investments, Recruiting, Brokerage Recruting, Proprietary Trading, Negotiation, Financial Advisory, Public Speaking, Mergers & Acquisitions, Start-ups, Trading, Asset Management, Venture Capital, New Business Development, Mergers, Entrepreneurship, Strategy, Finance, Financial Markets, Asset Managment, Corporate Finance, Equity Trading, Business Planning, Sales, Team Building, Funding, Executive Management, Analysis, Fundraising, Investor Relations, Mutual Funds, Hedge Funds, Business Strategy, Portfolio Management, Strategic Financial..., Private Equity, Managerial Finance, Deal Execution, Deal Structuring, Angel Investing, Leadership Development, Cold Calling, Financial Planning, Analytical Skills, Non-profits, Roadshows, Financial Services, Event Planning, Event Management
Education
University of Vermont 1982 — 1986
BA, English, Political Science
Choate Rosemary Hall 1978 — 1982
Honors, Political Science and Government
Aaron Kelly Aaron Kelly's Morgan Keegan Experience January 2007 - January 2007
Job Omnichannel Shipping and Returns Specialist at Tractor Supply Company
Industry Retail
Experience
Tractor Supply Company March 2014 - Present
Students International: Guatemala October 2008 - September 2013
GuatemalaGreetings April 2009 - August 2013
DerivActiv, LLC September 2007 - September 2008
Morgan Keegan January 2007 - January 2007
Skills
Financial Analysis, Fundraising, Nonprofits, Project Management, Strategy, Leadership, Microfinance, Entrepreneurship, Strategic Planning, Cross-cultural..., New Business Development, Volunteer Management, Business Objects, Microsoft Excel, Credit Analysis, SQL, Access Database, Relationship Management, Economic Development, Financial Reporting, Start-ups, Social Entrepreneurship, Cross-cultural..., Global Business..., Latin America
Education
Bethel University 2003 — 2007
Bachelor of Arts, International Business & Finance
Tractor Supply Company March 2014 - Present
Students International: Guatemala October 2008 - September 2013
GuatemalaGreetings April 2009 - August 2013
DerivActiv, LLC September 2007 - September 2008
Morgan Keegan January 2007 - January 2007
Skills
Financial Analysis, Fundraising, Nonprofits, Project Management, Strategy, Leadership, Microfinance, Entrepreneurship, Strategic Planning, Cross-cultural..., New Business Development, Volunteer Management, Business Objects, Microsoft Excel, Credit Analysis, SQL, Access Database, Relationship Management, Economic Development, Financial Reporting, Start-ups, Social Entrepreneurship, Cross-cultural..., Global Business..., Latin America
Education
Bethel University 2003 — 2007
Bachelor of Arts, International Business & Finance
Joshua Schopf's Morgan Keegan Experience December 2007 - May 2008
Job Manager Advisory Services at Ernst & Young
Industry Management Consulting
Experience
Ernst & Young July 2011 - Present
Fidelity Investments May 2008 - June 2011
Morgan Keegan December 2007 - May 2008
Guardian Industries February 2005 - January 2007
Skills
Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Management Consulting, Access, Excel, Business Strategy, Budgeting, PowerPoint, Benchmarking, Change Management, Budgets, Leadership, Data Analysis, Management, Microsoft Excel, SAP, Project Management, Analysis, Strategic Planning, Financial Reporting, Banking, Business Process..., Risk Management, Corporate Finance, Accounting, Business Analysis, Finance, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Finance & Asset Management
Ernst & Young July 2011 - Present
Fidelity Investments May 2008 - June 2011
Morgan Keegan December 2007 - May 2008
Guardian Industries February 2005 - January 2007
Skills
Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Management Consulting, Access, Excel, Business Strategy, Budgeting, PowerPoint, Benchmarking, Change Management, Budgets, Leadership, Data Analysis, Management, Microsoft Excel, SAP, Project Management, Analysis, Strategic Planning, Financial Reporting, Banking, Business Process..., Risk Management, Corporate Finance, Accounting, Business Analysis, Finance, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Finance & Asset Management
Janie McNamee Janie McNamee's Morgan Keegan Experience June 2010 - August 2010
Job Business Analyst at Aspire Health, Inc.
Industry Hospital & Health Care
Experience
Aspire Health, Inc. April 2015 - Present
Aspire Health, Inc. May 2014 - March 2015
IDR, Inc. December 2013 - January 2014
IDR, Inc. June 2013 - December 2013
College of Charleston August 2009 - May 2013
Neal & Harwell May 2011 - August 2012
Morgan Keegan June 2010 - August 2010
Skills
Tableau, Access Database, Microsoft Excel, PowerPivot, Marketing, Recruiting, Finance, Leadership, Social Media, Event Planning, Public Speaking, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Research, Facebook, Time Management, Social Networking, Social Media Marketing
Education
Belmont University - Jack C. Massey Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Healthcare Management
College of Charleston 2009 — 2013
AB, Business Administration/ Finance, Senior
Ensworth High School 2005 — 2009
Aspire Health, Inc. April 2015 - Present
Aspire Health, Inc. May 2014 - March 2015
IDR, Inc. December 2013 - January 2014
IDR, Inc. June 2013 - December 2013
College of Charleston August 2009 - May 2013
Neal & Harwell May 2011 - August 2012
Morgan Keegan June 2010 - August 2010
Skills
Tableau, Access Database, Microsoft Excel, PowerPivot, Marketing, Recruiting, Finance, Leadership, Social Media, Event Planning, Public Speaking, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Research, Facebook, Time Management, Social Networking, Social Media Marketing
Education
Belmont University - Jack C. Massey Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Healthcare Management
College of Charleston 2009 — 2013
AB, Business Administration/ Finance, Senior
Ensworth High School 2005 — 2009
Gregory Luken Gregory Luken's Morgan Keegan Experience 1990 - 1994
Job CEO at Luken and Luken Investment Analytics, Financial Planning, Asset Management
Industry Financial Services
Experience
Luken 1999 - Present
Aintree Capital 1996 - 1999
Paine Webber 1994 - 1996
Morgan Keegan 1990 - 1994
NADA 1900 - 1911
Education
Baylor University 1985 — 1987
Bachelor of Arts, English
E-town High 1977 — 1981
E-town High
Luken 1999 - Present
Aintree Capital 1996 - 1999
Paine Webber 1994 - 1996
Morgan Keegan 1990 - 1994
NADA 1900 - 1911
Education
Baylor University 1985 — 1987
Bachelor of Arts, English
E-town High 1977 — 1981
E-town High
Forrest A Johnson III, CFA, CFP® Forrest A Johnson III, CFA, CFP®'s Morgan Keegan Experience February 2007 - October 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Keegan February 2007 - October 2011
AmSouth Investment Services, Inc. November 2003 - February 2007
Education
University of Mississippi 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Alcorn State University 2003 — 2005
Master of Business Administration (MBA), Finance
Ameriprise Financial Services, Inc. October 2011 - Present
Morgan Keegan February 2007 - October 2011
AmSouth Investment Services, Inc. November 2003 - February 2007
Education
University of Mississippi 1998 — 2003
Bachelor of Business Administration (BBA), Finance
Alcorn State University 2003 — 2005
Master of Business Administration (MBA), Finance
Faith Harris Faith Harris's Morgan Keegan Experience April 2010 - May 2010
Job Office ManagerMarin Software Facilities Chicago Office
Industry Facilities Services
Experience
Marin Software April 2012 - Present
Illinois CPA Society August 2010 - April 2012
Morgan Keegan April 2010 - May 2010
Various Temporary Agencies February 2006 - April 2010
Advanced Solutions April 2007 - June 2009
Skills
Event Planning, Volunteer Management, Membership Management, Administrative Support, Office Administration, Attention To Detail, Quickbooks, Program Coordination, Pricing Negotiation, QuickBooks, Management, Pricing Strategy
Education
Cornell University 2001 — 2005
BS, Hotel Administration
Kewood Academy 1997 — 2001
Marin Software April 2012 - Present
Illinois CPA Society August 2010 - April 2012
Morgan Keegan April 2010 - May 2010
Various Temporary Agencies February 2006 - April 2010
Advanced Solutions April 2007 - June 2009
Skills
Event Planning, Volunteer Management, Membership Management, Administrative Support, Office Administration, Attention To Detail, Quickbooks, Program Coordination, Pricing Negotiation, QuickBooks, Management, Pricing Strategy
Education
Cornell University 2001 — 2005
BS, Hotel Administration
Kewood Academy 1997 — 2001
Leigh Jeter's Morgan Keegan Experience 1995 - 2002
Job National Director of Business Development at Deyta LLC
Industry Hospital & Health Care
Experience
Deyta, LLC November 2007 - Present
City of Norwood, Kentucky January 2000 - December 2014
Jefferson National 2005 - October 2007
A. G. Edwards & Sons 2004 - 2005
Allstate Life Insurance 2002 - 2004
Morgan Keegan 1995 - 2002
Inman Construction Corporation 1992 - 1995
Goldman Sachs 1989 - 1992
Laughlin, Halle, Gibson & McBride 1981 - 1988
Skills
Strategic Planning, Public Speaking, Sales, Management, Marketing, Insurance, Mergers & Acquisitions, Customer Service, Team Building, Budgets, Sales Management, Sales Operations, Healthcare, Process Improvement, Finance, Leadership, New Business Development
Education
Austin Peay State University
The University of Memphis
Deyta, LLC November 2007 - Present
City of Norwood, Kentucky January 2000 - December 2014
Jefferson National 2005 - October 2007
A. G. Edwards & Sons 2004 - 2005
Allstate Life Insurance 2002 - 2004
Morgan Keegan 1995 - 2002
Inman Construction Corporation 1992 - 1995
Goldman Sachs 1989 - 1992
Laughlin, Halle, Gibson & McBride 1981 - 1988
Skills
Strategic Planning, Public Speaking, Sales, Management, Marketing, Insurance, Mergers & Acquisitions, Customer Service, Team Building, Budgets, Sales Management, Sales Operations, Healthcare, Process Improvement, Finance, Leadership, New Business Development
Education
Austin Peay State University
The University of Memphis
Caroline Filippini Parker Caroline Filippini Parker's Morgan Keegan Experience 1999 - 2001
Job Cosmetic Coordinator at Wilmington Dermatology Center
Industry Cosmetics
Experience
Wilmington Dermatology Center November 2013 - Present
Osmotica Pharmaceutical Corp. April 2012 - July 2013
Osmotica Pharmaceutical Corp. October 2008 - January 2013
Morgan Keegan 1999 - 2001
Federal Express Sales 1992 - 1997
Skills
Pharmaceutical Industry, Microsoft Office, Process Improvement, Notary Public, Confidentiality, Executive Support, Board Relations, International Relations, IT Coordinator, Corporate Events, Project Coordination, Human Resources, Relationship Management, Conference Coordination, Video Conferencing, Sales Operations, Sales, Management, Strategic Planning, Sop, Medical Devices, Contract Negotiation, Marketing, Customer Service, Account Management, Sales Management, Team Building
Education
Appalachian State University 1987 — 1991
BS, Communications/Advertising
Wilmington Dermatology Center November 2013 - Present
Osmotica Pharmaceutical Corp. April 2012 - July 2013
Osmotica Pharmaceutical Corp. October 2008 - January 2013
Morgan Keegan 1999 - 2001
Federal Express Sales 1992 - 1997
Skills
Pharmaceutical Industry, Microsoft Office, Process Improvement, Notary Public, Confidentiality, Executive Support, Board Relations, International Relations, IT Coordinator, Corporate Events, Project Coordination, Human Resources, Relationship Management, Conference Coordination, Video Conferencing, Sales Operations, Sales, Management, Strategic Planning, Sop, Medical Devices, Contract Negotiation, Marketing, Customer Service, Account Management, Sales Management, Team Building
Education
Appalachian State University 1987 — 1991
BS, Communications/Advertising
Ajay Kasargod Ajay Kasargod's Morgan Keegan Experience October 2009 - March 2011
Job Vice President, Senior Analyst at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management March 2011 - Present
Morgan Keegan October 2009 - March 2011
Advance Auto Parts July 2008 - October 2009
Piper Jaffray October 2005 - June 2008
Morgan Keegan October 1999 - September 2005
MOHR Development (now part of ORCL) June 1997 - June 1999
Education
Connecticut College 1993 — 1997
Northfield Mount Hermon 1990 — 1993
High-School
Cornerstone Capital Management March 2011 - Present
Morgan Keegan October 2009 - March 2011
Advance Auto Parts July 2008 - October 2009
Piper Jaffray October 2005 - June 2008
Morgan Keegan October 1999 - September 2005
MOHR Development (now part of ORCL) June 1997 - June 1999
Education
Connecticut College 1993 — 1997
Northfield Mount Hermon 1990 — 1993
High-School
Hays Evans Hays Evans's Morgan Keegan Experience 2005 - 2012
Job Evans Watts & Henshaw Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Capital Group Private Client Services September 2015 - Present
Evans, Watts, & Henshaw Wealth Management Group of Wells Fargo Advisors LLC June 2012 - September 2015
Morgan Keegan 2005 - 2012
SunTrust Robinson Humphrey August 1995 - May 2005
Skills
Trading, Asset Allocation, Mutual Funds, Risk Management, Investments, Variable Products, Securities, Equity Trading, Alternative Investments
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Birmingham-Southern College 1991 — 1995
Bachelor's Degree, Finance, General
Capital Group Private Client Services September 2015 - Present
Evans, Watts, & Henshaw Wealth Management Group of Wells Fargo Advisors LLC June 2012 - September 2015
Morgan Keegan 2005 - 2012
SunTrust Robinson Humphrey August 1995 - May 2005
Skills
Trading, Asset Allocation, Mutual Funds, Risk Management, Investments, Variable Products, Securities, Equity Trading, Alternative Investments
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Birmingham-Southern College 1991 — 1995
Bachelor's Degree, Finance, General
Scott Soltau Scott Soltau's Morgan Keegan Experience November 2006 - March 2012
Job Head of Fixed Income Strategies | FinTrust Investment Advisors LLC
Industry Capital Markets
Experience
FinTrust Investment Advisors, LLC December 2013 - Present
BridgePointe Capital Partners 2012 - Present
Morgan Keegan November 2006 - March 2012
Regions Bank 2006 - 2012
Regions Bank 2006 - 2012
AmSouth Bank 1999 - 2006
SunTrust Capital Markets 1984 - 1999
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis
Education
Covenant College 1974 — 1983
Bachelor of Arts, Business Administration
Ottawa Hills High 1972 — 1974
Parkway Central 1970 — 1972
Christian Academy in Japan 1960 — 1970
FinTrust Investment Advisors, LLC December 2013 - Present
BridgePointe Capital Partners 2012 - Present
Morgan Keegan November 2006 - March 2012
Regions Bank 2006 - 2012
Regions Bank 2006 - 2012
AmSouth Bank 1999 - 2006
SunTrust Capital Markets 1984 - 1999
Skills
Fixed Income, Investments, Portfolio Management, Financial Analysis
Education
Covenant College 1974 — 1983
Bachelor of Arts, Business Administration
Ottawa Hills High 1972 — 1974
Parkway Central 1970 — 1972
Christian Academy in Japan 1960 — 1970
Michael Dammert Michael Dammert's Morgan Keegan Experience August 2003 - February 2012
Job Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James February 2013 - Present
Morgan Keegan August 2003 - February 2012
Shearson -Lehman/Smith Barney October 1990 - August 2003
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Alternative Investments, Wealth Management..., Investment Advisory, Investment Management, Mutual Funds, Trading, Bonds, Securities, Financial Markets, Retirement Planning, Financial Advisory, Wealth
Education
Auburn University 1972 — 1975
Bachelor of Science (BS), Pharmacy
University of Kentucky 1969 — 1972
Raymond James February 2013 - Present
Morgan Keegan August 2003 - February 2012
Shearson -Lehman/Smith Barney October 1990 - August 2003
Skills
Asset Management, Equities, Investments, Hedge Funds, Fixed Income, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Alternative Investments, Wealth Management..., Investment Advisory, Investment Management, Mutual Funds, Trading, Bonds, Securities, Financial Markets, Retirement Planning, Financial Advisory, Wealth
Education
Auburn University 1972 — 1975
Bachelor of Science (BS), Pharmacy
University of Kentucky 1969 — 1972
Eduard Morkunas Eduard Morkunas's Morgan Keegan Experience October 2004 - March 2009
Job Financial Services Professional
Industry Financial Services
Experience
Allstate July 2012 - June 2015
Morgan Keegan October 2004 - March 2009
WM Financial Services September 2002 - October 2004
Quick & Reilly / Fleet Securities May 2001 - December 2001
AXA Advisors August 1998 - May 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Series 7, Series 63, Financial Advisory, Banking, Asset Management, Finance, Fixed Annuities, Wealth Management, Portfolio Management, Insurance, Equities, 401k, Mutual Funds
Education
California State University-Long Beach
BA, Languages / Spanish
University of Southern California
Masters degree not completed., Business / Spanish
Allstate July 2012 - June 2015
Morgan Keegan October 2004 - March 2009
WM Financial Services September 2002 - October 2004
Quick & Reilly / Fleet Securities May 2001 - December 2001
AXA Advisors August 1998 - May 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Series 7, Series 63, Financial Advisory, Banking, Asset Management, Finance, Fixed Annuities, Wealth Management, Portfolio Management, Insurance, Equities, 401k, Mutual Funds
Education
California State University-Long Beach
BA, Languages / Spanish
University of Southern California
Masters degree not completed., Business / Spanish
Nicole DiCenzo Nicole DiCenzo's Morgan Keegan Experience 1995 - 1997
Job Author at Nicsrevelations.com
Industry Writing and Editing
Experience
Nicsrevelations.com September 2011 - Present
US Army 2000 - 2006
Legacy Wealth Management 1997 - 1999
Morgan Keegan 1995 - 1997
Skills
Creative Writer, Interior Decorating, Published Author, Copywriting, Copy Editing, Interior Design, Magazines, Feature Articles, Editorial, Web Content, Publicity, Storytelling, Advertising, Short Stories, Technical Writing, Creative Writing
Education
College for Financial Planning 1995 — 1997
Financial Planning
The University of Memphis 1989 — 1995
Master of Business Administration (MBA)
Nicsrevelations.com September 2011 - Present
US Army 2000 - 2006
Legacy Wealth Management 1997 - 1999
Morgan Keegan 1995 - 1997
Skills
Creative Writer, Interior Decorating, Published Author, Copywriting, Copy Editing, Interior Design, Magazines, Feature Articles, Editorial, Web Content, Publicity, Storytelling, Advertising, Short Stories, Technical Writing, Creative Writing
Education
College for Financial Planning 1995 — 1997
Financial Planning
The University of Memphis 1989 — 1995
Master of Business Administration (MBA)
Brian Flemmer Brian Flemmer's Morgan Keegan Experience April 2011 - November 2013
Job Senior Manager, Technology Education at Raymond James
Industry Financial Services
Experience
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
Raymond James November 2013 - Present
Morgan Keegan April 2011 - November 2013
Morgan Stanley Smith Barney November 2005 - April 2011
Salomon Smith Barney November 1999 - June 2005
Smith Barney November 1997 - November 1999
Wells Fargo Bank February 1996 - November 1997
Skills
FINRA, Series 7, Coaching, Public Speaking, Series 63, Practice Management, Equities, Securities, Wealth Management, Asset Allocation, Leadership, Financial Services, Mutual Funds, Alternative Investments, Retirement Planning, Uniform Combined State..., Investment Advisory, Investments, Portfolio Management, Investment Strategies, Financial Advisory, 401k, Retirement, Investment Management, Wealth Management..., ETFs, Bonds, Fixed Income, High Net Worth..., Finance, Management, Financial Planning, Capital Markets, Financial Analysis, Banking, Relationship Management, Asset Management
Education
Central Washington University 1994 — 1995
BA, Finance
Yakima Valley Community College 1993 — 1994
AAS, Business
Eisenhower High School 1989 — 1993
N/A
Mike MacKeen's Morgan Keegan Experience November 2010 - April 2012
Job
Industry Venture Capital & Private Equity
Experience
Bulger Partners October 2012 - Present
Morgan Keegan November 2010 - April 2012
Revolution Partners October 2001 - December 2010
Robertson Stephens August 1997 - May 2001
Bank of Boston January 1994 - August 1997
Ford Motor Company 1989 - 1991
Hyundai Motor America 1986 - 1988
Skills
Recapitalizations, Private Equity, Investment Banking, Private Placements, Venture Capital, Growth Capital, Information Technology, Digital Media, Corporate Finance, Finance, Portfolio Management, Capital, M&A experience, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Development, Due Diligence, Start-ups, Valuation, Management
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Strategy
Boston College 1982 — 1986
BS, Finance, Marketing
Bulger Partners October 2012 - Present
Morgan Keegan November 2010 - April 2012
Revolution Partners October 2001 - December 2010
Robertson Stephens August 1997 - May 2001
Bank of Boston January 1994 - August 1997
Ford Motor Company 1989 - 1991
Hyundai Motor America 1986 - 1988
Skills
Recapitalizations, Private Equity, Investment Banking, Private Placements, Venture Capital, Growth Capital, Information Technology, Digital Media, Corporate Finance, Finance, Portfolio Management, Capital, M&A experience, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Development, Due Diligence, Start-ups, Valuation, Management
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Strategy
Boston College 1982 — 1986
BS, Finance, Marketing
Lee Chase IV Lee Chase IV's Morgan Keegan Experience May 2007 - May 2008
Job Workplace Literacy Coordinator at Literacy MidSouth
Industry Nonprofit Organization Management
Experience
Literacy Mid-South April 2015 - Present
Mimeo.com May 2008 - April 2015
Morgan Keegan May 2007 - May 2008
Career Currency September 2006 - March 2007
Skills
Project Management, Client Representation, Creative Writing, Freelance Writing, Account Servicing, Tutoring, Blogging, Management, CRM, Sales, Microsoft Office, B2B
Education
Christian Brothers University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Literacy Mid-South April 2015 - Present
Mimeo.com May 2008 - April 2015
Morgan Keegan May 2007 - May 2008
Career Currency September 2006 - March 2007
Skills
Project Management, Client Representation, Creative Writing, Freelance Writing, Account Servicing, Tutoring, Blogging, Management, CRM, Sales, Microsoft Office, B2B
Education
Christian Brothers University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Dmitri Seredenko Dmitri Seredenko's Morgan Keegan Experience June 2009 - August 2009
Job Director & Head of Strategy Practice, Americas at Millward Brown Vermeer
Industry Management Consulting
Experience
Millward Brown Vermeer August 2015 - Present
Millward Brown Vermeer February 2012 - August 2015
Morgan Keegan June 2009 - August 2009
Skills
Microsoft Office, Stata, Eviews, Statistics, Econometrics, Quantitative Research, Data Analysis, Business Strategy, Marketing, Segmentation, Brand Portfolio..., Brand Equity Analysis, SPSS, Financial Analysis, Research, Brand Architecture, Marketing Strategy, Brand Extension, Brand Positioning, Scenario Planning, Leadership, Strategy, Business Development
Education
University of Cambridge 2010 — 2011
M.Phil, Economics
College of the Holy Cross 2006 — 2010
B.A., Economics
Millward Brown Vermeer August 2015 - Present
Millward Brown Vermeer February 2012 - August 2015
Morgan Keegan June 2009 - August 2009
Skills
Microsoft Office, Stata, Eviews, Statistics, Econometrics, Quantitative Research, Data Analysis, Business Strategy, Marketing, Segmentation, Brand Portfolio..., Brand Equity Analysis, SPSS, Financial Analysis, Research, Brand Architecture, Marketing Strategy, Brand Extension, Brand Positioning, Scenario Planning, Leadership, Strategy, Business Development
Education
University of Cambridge 2010 — 2011
M.Phil, Economics
College of the Holy Cross 2006 — 2010
B.A., Economics
Anne Platt AIF, AWMA Anne Platt AIF, AWMA's Morgan Keegan Experience May 2007 - January 2012
Job Vice President Investment Strategy & Product Positioning
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Donny Rogers Donny Rogers's Morgan Keegan Experience August 1998 - October 2008
Job Executive Vice President, Director of Sales at Arvest Asset Management
Industry Banking
Experience
Arvest Asset Management July 2014 - Present
Arvest Bank October 2008 - July 2014
Morgan Keegan August 1998 - October 2008
Merchants Trust Company July 1994 - August 1998
Skills
Series 7, Series 24, Series 63, Series 65, Private Banking, Wealth Management, Investments, Banking, Investment Advisory, Mutual Funds, Retirement Planning
Education
Arkansas Tech University 1991 — 1994
Bachelor of Science (BS), Economics
College of Financial Planning--Denver Colorado 1995 — 1997
CFP Professional Education Program, Financial Planning and Services
Westark Community College 1990 — 1991
Bachelor of Science (B.S.), Economics
Arvest Asset Management July 2014 - Present
Arvest Bank October 2008 - July 2014
Morgan Keegan August 1998 - October 2008
Merchants Trust Company July 1994 - August 1998
Skills
Series 7, Series 24, Series 63, Series 65, Private Banking, Wealth Management, Investments, Banking, Investment Advisory, Mutual Funds, Retirement Planning
Education
Arkansas Tech University 1991 — 1994
Bachelor of Science (BS), Economics
College of Financial Planning--Denver Colorado 1995 — 1997
CFP Professional Education Program, Financial Planning and Services
Westark Community College 1990 — 1991
Bachelor of Science (B.S.), Economics
Stacia Travis Stacia Travis's Morgan Keegan Experience December 2005 - Present
Job Financial Advisor at Morgan Keegan
Industry Investment Management
Experience
Morgan Keegan December 2005 - Present
Arvest Bank September 1991 - December 2005
Education
Arkansas State University 1991 — 1992
BA
University of Central Arkansas 1989 — 1991
BA
Morgan Keegan December 2005 - Present
Arvest Bank September 1991 - December 2005
Education
Arkansas State University 1991 — 1992
BA
University of Central Arkansas 1989 — 1991
BA
Daniel Garrett Daniel Garrett's Morgan Keegan Experience December 2009 - September 2010
Job Chief Operating Officer & Chief Technology Officer, Managing Director at a Financial Services Company
Industry Financial Services
Experience
Financial Services Company September 2010 - Present
Morgan Keegan December 2009 - September 2010
Morgan Keegan 2005 - January 2010
Morgan Keegan 2001 - 2005
Garrett Consulting of Sacramento 1997 - 2001
Integrated Decision Systems 1994 - 1997
Skills
Wealth Management, Investments, Oracle, Program Management, Performance Measurement, Asset Management, Product Management, Microsoft SQL Server, Strategic Financial..., Financial Services, Project Management, Separately Managed..., Management, Process Improvement, Business Analysis, Banking, Portfolio Management, Microsoft Dynamics, Operations Management, Informix, Axys, Management Consulting, Risk Management, Trust Services, Budgets, Vendor Management
Education
California State University-Sacramento 1990 — 1994
BS, Business Administration - Finance
Financial Services Company September 2010 - Present
Morgan Keegan December 2009 - September 2010
Morgan Keegan 2005 - January 2010
Morgan Keegan 2001 - 2005
Garrett Consulting of Sacramento 1997 - 2001
Integrated Decision Systems 1994 - 1997
Skills
Wealth Management, Investments, Oracle, Program Management, Performance Measurement, Asset Management, Product Management, Microsoft SQL Server, Strategic Financial..., Financial Services, Project Management, Separately Managed..., Management, Process Improvement, Business Analysis, Banking, Portfolio Management, Microsoft Dynamics, Operations Management, Informix, Axys, Management Consulting, Risk Management, Trust Services, Budgets, Vendor Management
Education
California State University-Sacramento 1990 — 1994
BS, Business Administration - Finance
Chad Creech Chad Creech's Morgan Keegan Experience May 2006 - Present
Job Financial Advisor at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan May 2006 - Present
Security Bank and Trust September 2002 - April 2006
Education
Columbus State University 1999 — 2001
Darton College 1997 — 1999
Associates, Business
Morgan Keegan May 2006 - Present
Security Bank and Trust September 2002 - April 2006
Education
Columbus State University 1999 — 2001
Darton College 1997 — 1999
Associates, Business
Meisa Gannam Khammedov, M.B.A.'s Morgan Keegan Experience September 2010 - February 2012
Job Business Development Manager at Croft Production Systems™
Industry Oil & Energy
Experience
Croft Production Systems™ March 2015 - Present
Croft Production Systems February 2014 - March 2015
Energy Digital Summit January 2015 - January 2015
M&G Wholesales, INC January 2006 - January 2014
ARS/Conway Services May 2012 - March 2013
Morgan Keegan September 2010 - February 2012
St. Jude Children's Research Hospital August 2009 - May 2010
CRSA, LLC May 2008 - August 2008
Houston High School 2002 - 2006
Skills
PowerPoint, Bilingual-russian, Word, Excel, Account Management, Market Planning, Business, Marketing Research, Editing, Research, International Marketing, International Relations, Microsoft Excel, Marketing, Social Media, Budgets, Marketing Communications, Social Networking, Fundraising, Marketing Strategy, Public Speaking, Direct Marketing, Outlook, Volunteer Management, Market Analysis, Microsoft Word, Event Management, Nonprofits, Social Media Marketing, Market Research, Microsoft Office, Advertising, Press Releases, Media Relations, English, Creative Writing, Public Relations, Time Management, Event Planning, Data Analysis, Corporate Communications, Online Marketing, Office Management, Sales Management, Community Outreach, Management, Forecasting, Brand Awareness, Brand Management, SEO
Education
University of St. Thomas (TX) 2013 — 2014
Master of Business Administration (MBA), International Business & Marketing, 3.5
Christian Brothers University 2011 — 2013
MBA, Business Administration and Management, General, 3.5
Christian Brothers University 2006 — 2009
BSBA, Marketing, 3.5
University of Houston Career Fair
University of Houston Career Fair
Croft Production Systems™ March 2015 - Present
Croft Production Systems February 2014 - March 2015
Energy Digital Summit January 2015 - January 2015
M&G Wholesales, INC January 2006 - January 2014
ARS/Conway Services May 2012 - March 2013
Morgan Keegan September 2010 - February 2012
St. Jude Children's Research Hospital August 2009 - May 2010
CRSA, LLC May 2008 - August 2008
Houston High School 2002 - 2006
Skills
PowerPoint, Bilingual-russian, Word, Excel, Account Management, Market Planning, Business, Marketing Research, Editing, Research, International Marketing, International Relations, Microsoft Excel, Marketing, Social Media, Budgets, Marketing Communications, Social Networking, Fundraising, Marketing Strategy, Public Speaking, Direct Marketing, Outlook, Volunteer Management, Market Analysis, Microsoft Word, Event Management, Nonprofits, Social Media Marketing, Market Research, Microsoft Office, Advertising, Press Releases, Media Relations, English, Creative Writing, Public Relations, Time Management, Event Planning, Data Analysis, Corporate Communications, Online Marketing, Office Management, Sales Management, Community Outreach, Management, Forecasting, Brand Awareness, Brand Management, SEO
Education
University of St. Thomas (TX) 2013 — 2014
Master of Business Administration (MBA), International Business & Marketing, 3.5
Christian Brothers University 2011 — 2013
MBA, Business Administration and Management, General, 3.5
Christian Brothers University 2006 — 2009
BSBA, Marketing, 3.5
University of Houston Career Fair
University of Houston Career Fair
Bo Parrish Bo Parrish's Morgan Keegan Experience September 2003 - October 2010
Job Portfolio Consultant at Dorsey, Wright & Associates / Platform Speaker
Industry Professional Training & Coaching
Experience
Dorsey, Wright & Associates July 2013 - Present
www.bo-parrish.com September 2012 - Present
Wunderlich Securities July 2012 - July 2013
Research Financial Strategies March 2011 - July 2012
Prosperity Planning October 2010 - April 2011
Morgan Keegan September 2003 - October 2010
Skills
Public Speaking, Writing, Consulting, Financial Coaching, Technical Analysis, Investments, Wealth Management, Asset Allocation, Risk Management, Received formal..., Investment Research, Investment Strategies, Financial Services, Strategic Planning, Equities, Portfolio Management, Finance, Retirement
Education
Auburn University, College of Business 1998 — 2002
Bachelor's degree, Finance
Franklin Road Academy 1996 — 1998
Dorsey, Wright & Associates July 2013 - Present
www.bo-parrish.com September 2012 - Present
Wunderlich Securities July 2012 - July 2013
Research Financial Strategies March 2011 - July 2012
Prosperity Planning October 2010 - April 2011
Morgan Keegan September 2003 - October 2010
Skills
Public Speaking, Writing, Consulting, Financial Coaching, Technical Analysis, Investments, Wealth Management, Asset Allocation, Risk Management, Received formal..., Investment Research, Investment Strategies, Financial Services, Strategic Planning, Equities, Portfolio Management, Finance, Retirement
Education
Auburn University, College of Business 1998 — 2002
Bachelor's degree, Finance
Franklin Road Academy 1996 — 1998
Craig Elder Craig Elder's Morgan Keegan Experience September 1994 - August 2004
Job Director, Senior Fixed Income Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2004 - Present
Morgan Keegan September 1994 - August 2004
Union Planters Bank September 1992 - August 1994
Skills
Fixed Income, Bloomberg, Strategic Planning, Equities, Portfolio Management, Financial Modeling, Investments, Bonds, Capital Markets, Securities, Asset Allocation, Valuation, Investment Strategies, Asset Management, Trading, Wealth Management
Education
Christian Brothers University
Master of Business Administration (MBA), Finance, General
The University of Memphis
Bachelor of Business Administration (BBA), Finance, General
Robert W. Baird & Co. September 2004 - Present
Morgan Keegan September 1994 - August 2004
Union Planters Bank September 1992 - August 1994
Skills
Fixed Income, Bloomberg, Strategic Planning, Equities, Portfolio Management, Financial Modeling, Investments, Bonds, Capital Markets, Securities, Asset Allocation, Valuation, Investment Strategies, Asset Management, Trading, Wealth Management
Education
Christian Brothers University
Master of Business Administration (MBA), Finance, General
The University of Memphis
Bachelor of Business Administration (BBA), Finance, General
Laura Sharpe Laura Sharpe's Morgan Keegan Experience June 2006 - February 2012
Job Store Development Coordinator at AutoZone
Industry Financial Services
Experience
AutoZone February 2012 - Present
Morgan Keegan June 2006 - February 2012
S.M.A.R.T Advertising July 2004 - July 2011
Omar's Steakhouse 2003 - 2005
Skills
PowerPoint, Excel, Word, Customer Service, Outlook, Microsoft Excel, Windows Mail, Microsoft Word, Customer Satisfaction, Forecasting, Financial Analysis, Retail, Inventory Management
Education
Arkansas State University 2001 — 2006
Bachelor of Sciencee, Marketing/Management
West Memphis High
AutoZone February 2012 - Present
Morgan Keegan June 2006 - February 2012
S.M.A.R.T Advertising July 2004 - July 2011
Omar's Steakhouse 2003 - 2005
Skills
PowerPoint, Excel, Word, Customer Service, Outlook, Microsoft Excel, Windows Mail, Microsoft Word, Customer Satisfaction, Forecasting, Financial Analysis, Retail, Inventory Management
Education
Arkansas State University 2001 — 2006
Bachelor of Sciencee, Marketing/Management
West Memphis High
Karen Cassella, MBA's Morgan Keegan Experience March 1985 - January 1990
Job Managing Director, CBIZ Security & Advisory Services, LLC
Industry Management Consulting
Experience
CBIZ Security & Advisory Services, LLC March 2007 - Present
Self-employed January 2000 - March 2007
Cummins March 2000 - July 2003
Union Planters Bank June 1997 - June 1999
Boatmen's National Mortgage November 1992 - May 1997
Arthur Andersen & Co January 1990 - July 1992
Morgan Keegan March 1985 - January 1990
Skills
Risk Management, Auditing, Internal Audit, Finance, Mergers & Acquisitions, Governance, Accounting, Risk Assessment, Sarbanes-Oxley, Management, Financial Services, Security, Project Management, Portfolio Management, PCI DSS, Sarbanes-Oxley Act, Fraud, Internal Controls, Financial Reporting, Financial Analysis
Education
The University of Memphis 1997 — 1999
EMBA, Executive MBA
Christian Brothers University 1987 — 1990
Bachelor of Science, Accounting
Bartlett High School
CBIZ Security & Advisory Services, LLC March 2007 - Present
Self-employed January 2000 - March 2007
Cummins March 2000 - July 2003
Union Planters Bank June 1997 - June 1999
Boatmen's National Mortgage November 1992 - May 1997
Arthur Andersen & Co January 1990 - July 1992
Morgan Keegan March 1985 - January 1990
Skills
Risk Management, Auditing, Internal Audit, Finance, Mergers & Acquisitions, Governance, Accounting, Risk Assessment, Sarbanes-Oxley, Management, Financial Services, Security, Project Management, Portfolio Management, PCI DSS, Sarbanes-Oxley Act, Fraud, Internal Controls, Financial Reporting, Financial Analysis
Education
The University of Memphis 1997 — 1999
EMBA, Executive MBA
Christian Brothers University 1987 — 1990
Bachelor of Science, Accounting
Bartlett High School
John A. Neubauer III John A. Neubauer III's Morgan Keegan Experience August 2010 - May 2011
Job Fixed Income Strategist & Programmer at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc May 2011 - Present
Morgan Keegan August 2010 - May 2011
Morgan Keegan May 2010 - August 2010
Copper Beech Townhomes May 2009 - July 2009
United States Air Force June 2007 - April 2008
Chick-fil-A June 2006 - August 2006
Skills
VBA, Bloomberg, Financial Modeling, Microsoft Excel, Microsoft Office, VB.NET, Bloomberg Terminal, Financial Analysis, Public Speaking, Visual Basic, Fixed Income, Leadership, Microsoft SQL Server, Visual Studio, Customer Service, Google Docs, Google Maps, Google Analytics, Morningstar, Quicken, Turbo Tax, High Level Of Accuracy, Bill Payment, Financial Reporting, Adult Education, Problem Solving, Thinking Outside The Box, Critical Thinking, Strategic Thinking, Creative Solutions, Electronics, Computer Assembly, WebEx, Citrix, Internet, High Pressure..., Pay Close Attention to..., Integrity, Employee Loyalty, Help Desk Support, Obedience, Thrifty, Efficent, Survival Training, Cross-Functional Liaison, Software Development, Presentation Development, Personal Financial..., Social Networking, Finance
Education
Auburn University, College of Business 2008 — 2011
Bachelor's of Science In Business Administration, Finance, 3.67
Auburn University 2009 — 2011
Minor, Business Engineering Technology, 4.0
United States Air Force Academy 2007 — 2008
Cadet
Saint James School 2003 — 2007
GED, 3.34
Raymond James & Associates, Inc May 2011 - Present
Morgan Keegan August 2010 - May 2011
Morgan Keegan May 2010 - August 2010
Copper Beech Townhomes May 2009 - July 2009
United States Air Force June 2007 - April 2008
Chick-fil-A June 2006 - August 2006
Skills
VBA, Bloomberg, Financial Modeling, Microsoft Excel, Microsoft Office, VB.NET, Bloomberg Terminal, Financial Analysis, Public Speaking, Visual Basic, Fixed Income, Leadership, Microsoft SQL Server, Visual Studio, Customer Service, Google Docs, Google Maps, Google Analytics, Morningstar, Quicken, Turbo Tax, High Level Of Accuracy, Bill Payment, Financial Reporting, Adult Education, Problem Solving, Thinking Outside The Box, Critical Thinking, Strategic Thinking, Creative Solutions, Electronics, Computer Assembly, WebEx, Citrix, Internet, High Pressure..., Pay Close Attention to..., Integrity, Employee Loyalty, Help Desk Support, Obedience, Thrifty, Efficent, Survival Training, Cross-Functional Liaison, Software Development, Presentation Development, Personal Financial..., Social Networking, Finance
Education
Auburn University, College of Business 2008 — 2011
Bachelor's of Science In Business Administration, Finance, 3.67
Auburn University 2009 — 2011
Minor, Business Engineering Technology, 4.0
United States Air Force Academy 2007 — 2008
Cadet
Saint James School 2003 — 2007
GED, 3.34
Ronald Lewis Ronald Lewis's Morgan Keegan Experience 1993 - 2001
Job Finance Manager
Industry Computer Software
Experience
StarSat January 2008 - January 2014
Fifth Third Bank 2005 - 2007
US Allianz 2002 - 2003
Pizza Guy 2001 - 2002
Morgan Keegan 1993 - 2001
IDS Financial Servies 1991 - 1993
Skills
Strategic Planning, Financial Planning, Research, Leadership Development, Insurance, Budgeting, Forecasting, Customer Relations, Accounting, Business Strategy, Negotiation, Business Planning, Excel, Microsoft Office, Team Building, Problem Solving, Planning, New Business Development, Contract Negotiation, Customer Service, Competitive Analysis, Management Consulting, Small Business, Account Management, Accounts Receivable, PowerPoint, Word, Sales Management, Team Leadership, Business Management, Credit, Data Analysis, Quickbooks, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Project Planning, Budgets, Executive Management, Banking, Risk Management, Strategic Financial..., Management
Education
University of Louisville 1988 — 1991
bsba, finance
University of Louisville 1988 — 1990
BSBA, Finance
Capella University
Masters in Finance
StarSat January 2008 - January 2014
Fifth Third Bank 2005 - 2007
US Allianz 2002 - 2003
Pizza Guy 2001 - 2002
Morgan Keegan 1993 - 2001
IDS Financial Servies 1991 - 1993
Skills
Strategic Planning, Financial Planning, Research, Leadership Development, Insurance, Budgeting, Forecasting, Customer Relations, Accounting, Business Strategy, Negotiation, Business Planning, Excel, Microsoft Office, Team Building, Problem Solving, Planning, New Business Development, Contract Negotiation, Customer Service, Competitive Analysis, Management Consulting, Small Business, Account Management, Accounts Receivable, PowerPoint, Word, Sales Management, Team Leadership, Business Management, Credit, Data Analysis, Quickbooks, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Project Planning, Budgets, Executive Management, Banking, Risk Management, Strategic Financial..., Management
Education
University of Louisville 1988 — 1991
bsba, finance
University of Louisville 1988 — 1990
BSBA, Finance
Capella University
Masters in Finance
Adam Gladden, PMP, CISSP Adam Gladden, PMP, CISSP's Morgan Keegan Experience January 2000 - January 2002
Job Custom Solutions Engineer at Dell
Industry Information Technology and Services
Experience
Dell April 2015 - Present
University of Arkansas for Medical Sciences April 2012 - April 2015
CSS Hosted August 2011 - April 2012
ClearPointe February 2011 - August 2011
Nabholz Construction February 2002 - January 2011
Morgan Keegan January 2000 - January 2002
Foundation Technologies Inc January 1997 - January 2000
Sales Staffers, Inc January 1996 - January 1998
Skills
VMware, Active Directory, Disaster Recovery, Servers, Windows Server, Virtualization, DNS, Microsoft Exchange, Dell PowerEdge Servers, Security, Network Security, System Administration, Network Administration, VPN, Windows 7, Troubleshooting, Citrix, Storage Area Networks, Cisco Technologies, Data Center, Windows, IT Management, Information Security, IT Strategy, Powershell, Project Management, Technical Support, Networking, VMware ESX, ITIL, Information Technology, Microsoft Technologies, Software Installation
Education
Arkansas State University
Bachelor of Science, Management Information Systems
Dell April 2015 - Present
University of Arkansas for Medical Sciences April 2012 - April 2015
CSS Hosted August 2011 - April 2012
ClearPointe February 2011 - August 2011
Nabholz Construction February 2002 - January 2011
Morgan Keegan January 2000 - January 2002
Foundation Technologies Inc January 1997 - January 2000
Sales Staffers, Inc January 1996 - January 1998
Skills
VMware, Active Directory, Disaster Recovery, Servers, Windows Server, Virtualization, DNS, Microsoft Exchange, Dell PowerEdge Servers, Security, Network Security, System Administration, Network Administration, VPN, Windows 7, Troubleshooting, Citrix, Storage Area Networks, Cisco Technologies, Data Center, Windows, IT Management, Information Security, IT Strategy, Powershell, Project Management, Technical Support, Networking, VMware ESX, ITIL, Information Technology, Microsoft Technologies, Software Installation
Education
Arkansas State University
Bachelor of Science, Management Information Systems
Scott Poore, AIF®, AWMA®, APMA®'s Morgan Keegan Experience 2007 - May 2012
Job Senior Vice President, Director of Investment Solutions at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities May 2012 - Present
Morgan Keegan 2007 - May 2012
Morgan Keegan 2005 - 2007
Morgan Keegan 1998 - 2004
PricewaterhouseCoopers 1998 - 1998
Skills
Series 7, Memphis In May BBQ Team..., 2nd Presbyterian Church..., Series 66, Insurance, Financial planning
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute - SIFMA
Christian Brothers University 2003 — 2004
Executive Certificate, Financial Planning Services
Christian Brothers University 1997 — 1998
MBA, Finance
University of Tennessee-Knoxville 1991 — 1995
BA, History and Political Science
ECS 1987 — 1991
Humanities, Arts
Wunderlich Securities May 2012 - Present
Morgan Keegan 2007 - May 2012
Morgan Keegan 2005 - 2007
Morgan Keegan 1998 - 2004
PricewaterhouseCoopers 1998 - 1998
Skills
Series 7, Memphis In May BBQ Team..., 2nd Presbyterian Church..., Series 66, Insurance, Financial planning
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute - SIFMA
Christian Brothers University 2003 — 2004
Executive Certificate, Financial Planning Services
Christian Brothers University 1997 — 1998
MBA, Finance
University of Tennessee-Knoxville 1991 — 1995
BA, History and Political Science
ECS 1987 — 1991
Humanities, Arts
Kevin Smith, CFA Kevin Smith, CFA's Morgan Keegan Experience June 2007 - March 2008
Job Strategic Solutions at Vining Sparks IBG
Industry Financial Services
Experience
Vining Sparks IBG March 2008 - Present
Morgan Keegan June 2007 - March 2008
Skills
Portfolio Management, Fixed Income, Yield Book
Education
Christian Brothers University 2003 — 2007
BSBA Magna Cum Laude, Finance
Vining Sparks IBG March 2008 - Present
Morgan Keegan June 2007 - March 2008
Skills
Portfolio Management, Fixed Income, Yield Book
Education
Christian Brothers University 2003 — 2007
BSBA Magna Cum Laude, Finance
Frank Warren Frank Warren's Morgan Keegan Experience 1999 - 2002
Job Affiliate Broker at John Green & Company
Industry Capital Markets
Experience
John Green & Company 2014 - Present
FTN Financial - Portfolio Advisors 2013 - 2014
FTN Financial - ALM Advisors 2002 - 2012
Morgan Keegan 1999 - 2002
Skills
ALM, Interest Rate Risk..., Fixed Income, Liquidity Risk, Financial Analysis, Asset-Liability..., Public Speaking, Risk Management, Bond Markets, Management, Financial Modeling, Report Design, Sales Presentations, ALCO, Real Estate Sales, Real Estate Investing, Real Estate
Education
Christian Brothers University 2000 — 2002
MBA
The University of Memphis 1997 — 1999
BA, Finance
John Green & Company 2014 - Present
FTN Financial - Portfolio Advisors 2013 - 2014
FTN Financial - ALM Advisors 2002 - 2012
Morgan Keegan 1999 - 2002
Skills
ALM, Interest Rate Risk..., Fixed Income, Liquidity Risk, Financial Analysis, Asset-Liability..., Public Speaking, Risk Management, Bond Markets, Management, Financial Modeling, Report Design, Sales Presentations, ALCO, Real Estate Sales, Real Estate Investing, Real Estate
Education
Christian Brothers University 2000 — 2002
MBA
The University of Memphis 1997 — 1999
BA, Finance
Heather Baker Heather Baker's Morgan Keegan Experience February 2007 - April 2008
Job Wealth Management Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC March 2012 - Present
RBC April 2011 - March 2012
Regions Financial Corporation April 2008 - April 2011
Morgan Keegan February 2007 - April 2008
AmSouth Bank February 2005 - January 2007
AmSouth Bank March 2003 - February 2005
Aflac February 2001 - March 2003
Education
University of Alabama 1997 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
PNC March 2012 - Present
RBC April 2011 - March 2012
Regions Financial Corporation April 2008 - April 2011
Morgan Keegan February 2007 - April 2008
AmSouth Bank February 2005 - January 2007
AmSouth Bank March 2003 - February 2005
Aflac February 2001 - March 2003
Education
University of Alabama 1997 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
Joe Drake Joe Drake's Morgan Keegan Experience May 2007 - April 2012
Job Chief Financial Officer at Arbor healthcare
Industry Hospital & Health Care
Experience
Arbor healthcare April 2015 - Present
Stephens Inc. January 2013 - April 2015
Northcoast Research May 2012 - December 2012
Morgan Keegan May 2007 - April 2012
Bailey Southwell & Co. March 2007 - May 2007
Skills
Strategic Planning, Financial Modeling, Equity Research, Due Diligence, Analysis, Finance, Portfolio Management, Series 7, Mutual Funds, Entrepreneurship, Investment Banking
Education
Belmont University 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Arbor healthcare April 2015 - Present
Stephens Inc. January 2013 - April 2015
Northcoast Research May 2012 - December 2012
Morgan Keegan May 2007 - April 2012
Bailey Southwell & Co. March 2007 - May 2007
Skills
Strategic Planning, Financial Modeling, Equity Research, Due Diligence, Analysis, Finance, Portfolio Management, Series 7, Mutual Funds, Entrepreneurship, Investment Banking
Education
Belmont University 2003 — 2007
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Lauren Luna Caputo Lauren Luna Caputo's Morgan Keegan Experience November 2007 - December 2010
Job Regional Vice President, National Accounts at Jackson
Industry Financial Services
Experience
Jackson May 2014 - Present
Jackson April 2012 - May 2014
Jackson December 2010 - March 2012
Morgan Keegan November 2007 - December 2010
Skills
Series 7, Fixed Annuities, Retirement Planning, Alternative Investments, Variable Annuities, Salesforce.com, Series 63, Sales, PowerPoint, Retirement, Investments, Securities, Asset Allocation, Financial Services
Education
Belmont University 2009 — 2011
Masters of Business Administration, Focus in Marketing
University of Mississippi 2003 — 2007
Bachelor of Business Administration (BBA), Banking and Finance and Managerial Finance
Jackson May 2014 - Present
Jackson April 2012 - May 2014
Jackson December 2010 - March 2012
Morgan Keegan November 2007 - December 2010
Skills
Series 7, Fixed Annuities, Retirement Planning, Alternative Investments, Variable Annuities, Salesforce.com, Series 63, Sales, PowerPoint, Retirement, Investments, Securities, Asset Allocation, Financial Services
Education
Belmont University 2009 — 2011
Masters of Business Administration, Focus in Marketing
University of Mississippi 2003 — 2007
Bachelor of Business Administration (BBA), Banking and Finance and Managerial Finance
Jordan Michael Jordan Michael's Morgan Keegan Experience May 2008 - July 2008
Job Financial Analyst III at ServiceMaster
Industry Management Consulting
Experience
ServiceMaster July 2013 - Present
Deloitte & Touche October 2010 - July 2013
Ole Miss Patterson School of Accountancy August 2009 - May 2010
Morgan Keegan May 2008 - July 2008
Education
University of Mississippi 2009 — 2010
Master of Accountancy
Christian Brothers University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
ServiceMaster July 2013 - Present
Deloitte & Touche October 2010 - July 2013
Ole Miss Patterson School of Accountancy August 2009 - May 2010
Morgan Keegan May 2008 - July 2008
Education
University of Mississippi 2009 — 2010
Master of Accountancy
Christian Brothers University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Derick Mayberry Derick Mayberry's Morgan Keegan Experience 1998 - 2002
Job Technical Expert at Walmart
Industry Information Technology and Services
Experience
Wal-Mart March 2010 - Present
SAIC 2009 - 2010
Shelby County Government 2006 - 2007
AEGON USA 2005 - 2006
Morgan Keegan 1998 - 2002
US Army 1995 - 1998
US Army 1995 - 1998
Skills
Information Technology, SQL, Microsoft SQL Server, SDLC, Databases, Enterprise Architecture, SharePoint, Software Project..., Business Intelligence, .NET, Integration, ASP.NET, Business Analysis, VB.NET, C#, T-SQL, Visual Studio, Disaster Recovery, Database Design, Software Development
Education
The University of Memphis 1999 — 2003
BBA, MIS
Arkansas State University 1987 — 1991
Ag Business
Wal-Mart March 2010 - Present
SAIC 2009 - 2010
Shelby County Government 2006 - 2007
AEGON USA 2005 - 2006
Morgan Keegan 1998 - 2002
US Army 1995 - 1998
US Army 1995 - 1998
Skills
Information Technology, SQL, Microsoft SQL Server, SDLC, Databases, Enterprise Architecture, SharePoint, Software Project..., Business Intelligence, .NET, Integration, ASP.NET, Business Analysis, VB.NET, C#, T-SQL, Visual Studio, Disaster Recovery, Database Design, Software Development
Education
The University of Memphis 1999 — 2003
BBA, MIS
Arkansas State University 1987 — 1991
Ag Business
Jim Landers's Morgan Keegan Experience September 2007 - October 2011
Job Wealth Advisor Raymond James
Industry Financial Services
Experience
Southwestern Investment Group January 2014 - Present
Regions Financial Corporation January 2013 - October 2013
Morgan Keegan September 2007 - October 2011
UBS 2002 - 2007
Skills
Strategic Financial..., Wealth Management, Series 7, Series 65, Retirement Planning, Investments, Asset Managment, Asset Allocation, 401k Rollovers, Estate Planning, Asset Management, Financial Advisory, Mutual Funds, Securities, Finance, Customer Service, Financial Planning
Education
Belmont University 1998 — 2002
BS, Business Administration and Management, General
Pillow Academy 1984 — 1997
Southwestern Investment Group January 2014 - Present
Regions Financial Corporation January 2013 - October 2013
Morgan Keegan September 2007 - October 2011
UBS 2002 - 2007
Skills
Strategic Financial..., Wealth Management, Series 7, Series 65, Retirement Planning, Investments, Asset Managment, Asset Allocation, 401k Rollovers, Estate Planning, Asset Management, Financial Advisory, Mutual Funds, Securities, Finance, Customer Service, Financial Planning
Education
Belmont University 1998 — 2002
BS, Business Administration and Management, General
Pillow Academy 1984 — 1997
Daniel Flanagan Daniel Flanagan's Morgan Keegan Experience March 2009 - December 2012
Job Regional Retirement Specialist Sales Representative, Principal Financial Group Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group December 2012 - Present
Morgan Keegan March 2009 - December 2012
Morgan Stanley 2002 - 2009
NCR Corporation 2002 - 2002
WebTone Technologies 2001 - 2001
Mosaic Software 2000 - 2001
NCR Corporation 1997 - 2000
Anthem Electronics 1993 - 1997
Amtel Technologies 1991 - 1993
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Securities, 401k, Solution Selling, Financial Planning, Asset Management, Insurance, Customer Relations, Portfolio Management, New Business Development, Mortgage, Equities, Annuities, Alternative Investments, Fixed Income, Consultative Selling, Financial Advisory, Investment Strategies
Education
Florida State University - College of Business 1988 — 1991
BS, Finance
Broward Community College 1986 — 1988
Associate of Arts, Business
Principal Financial Group December 2012 - Present
Morgan Keegan March 2009 - December 2012
Morgan Stanley 2002 - 2009
NCR Corporation 2002 - 2002
WebTone Technologies 2001 - 2001
Mosaic Software 2000 - 2001
NCR Corporation 1997 - 2000
Anthem Electronics 1993 - 1997
Amtel Technologies 1991 - 1993
Skills
Investments, Retirement Planning, Mutual Funds, Investment Advisory, Retirement, Securities, 401k, Solution Selling, Financial Planning, Asset Management, Insurance, Customer Relations, Portfolio Management, New Business Development, Mortgage, Equities, Annuities, Alternative Investments, Fixed Income, Consultative Selling, Financial Advisory, Investment Strategies
Education
Florida State University - College of Business 1988 — 1991
BS, Finance
Broward Community College 1986 — 1988
Associate of Arts, Business
Michael Anderson, CFA's Morgan Keegan Experience May 2011 - April 2012
Job Associate Analyst at Fred Alger Management, Inc.
Industry Financial Services
Experience
Fred Alger Management, Inc. July 2014 - Present
Credit Suisse April 2012 - June 2014
Morgan Keegan May 2011 - April 2012
Wedbush Securities June 2010 - May 2011
Cayuga MBA Fund, LLC September 2009 - August 2010
Skills
Product Development, Equity Research, Hedge Funds, Valuation, Competitive Analysis, Financial Modeling, Financial Analysis, Business Strategy, Asset Managment, Strategic Planning, Project Management, Cross-functional Team..., Asset Management, Corporate Finance, Analytics, Business Development, Capital Markets, Due Diligence, Finance, Mutual Funds, Equities, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2010
Master of Business Administration, Accounting and Finance
Cornell University
Bachelor of Science (BS), Chemical Engineering
Fred Alger Management, Inc. July 2014 - Present
Credit Suisse April 2012 - June 2014
Morgan Keegan May 2011 - April 2012
Wedbush Securities June 2010 - May 2011
Cayuga MBA Fund, LLC September 2009 - August 2010
Skills
Product Development, Equity Research, Hedge Funds, Valuation, Competitive Analysis, Financial Modeling, Financial Analysis, Business Strategy, Asset Managment, Strategic Planning, Project Management, Cross-functional Team..., Asset Management, Corporate Finance, Analytics, Business Development, Capital Markets, Due Diligence, Finance, Mutual Funds, Equities, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2010
Master of Business Administration, Accounting and Finance
Cornell University
Bachelor of Science (BS), Chemical Engineering
Cheryl Webb's Morgan Keegan Experience August 1999 - October 2000
Job Quality Assurance Document Control Specialist at Interstate Blood Bank
Industry Biotechnology
Experience
Interstate Blood Bank June 2012 - Present
Tipton County Schools April 2009 - May 2012
Self Employed February 2004 - August 2011
Cheryl's Childcare November 2001 - May 2006
Best Brands Plus / Mega Group Inc. February 2001 - November 2001
Morgan Keegan August 1999 - October 2000
State Farm Insurance - Agent Chip Hunter August 1998 - August 1999
Skills
Quality Assurance, GMP, Validation, FDA, Sop, Pharmaceutical Industry, Laboratory, Data Analysis, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Access, PowerPoint, Safety Training Programs, Document Management, Procedure Development, Procedure Manuals, Procedure Creation, Filing, Multi Tasking, SOP, Public Speaking, Administrative..., Customer Service, Team Building, Social Media, Event Planning, Strategic Planning, Management, Fundraising
Education
American Musical and Dramatic Academy 1997 — 1998
None, Musical Theatre
Germantown High School 1993 — 1997
High School Diploma
Interstate Blood Bank June 2012 - Present
Tipton County Schools April 2009 - May 2012
Self Employed February 2004 - August 2011
Cheryl's Childcare November 2001 - May 2006
Best Brands Plus / Mega Group Inc. February 2001 - November 2001
Morgan Keegan August 1999 - October 2000
State Farm Insurance - Agent Chip Hunter August 1998 - August 1999
Skills
Quality Assurance, GMP, Validation, FDA, Sop, Pharmaceutical Industry, Laboratory, Data Analysis, Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Access, PowerPoint, Safety Training Programs, Document Management, Procedure Development, Procedure Manuals, Procedure Creation, Filing, Multi Tasking, SOP, Public Speaking, Administrative..., Customer Service, Team Building, Social Media, Event Planning, Strategic Planning, Management, Fundraising
Education
American Musical and Dramatic Academy 1997 — 1998
None, Musical Theatre
Germantown High School 1993 — 1997
High School Diploma
Cameron Findlay, CMB Cameron Findlay, CMB's Morgan Keegan Experience April 1997 - July 1999
Job Director at Discover Financial Services
Industry Capital Markets
Experience
Discover Financial Services June 2012 - Present
LendingTree July 2004 - July 2012
Union Planters Bank August 2001 - July 2004
Union Planters Bank June 2000 - August 2001
Morgan Keegan April 1997 - July 1999
Skills
Mortgage Lending, Loans, Banking, Financial Analysis, Risk Management, Credit Analysis, Mortgage Banking, Capital Markets, Financial Modeling, Credit, Loan Origination, Financial Risk, Investments, Financial Services, Valuation, Credit Risk, Portfolio Management, Interest Rate Risk..., Underwriting, Forecasting
Education
Christian Brothers University 1993 — 1995
Business
Gymea College 1986 — 1990
Business
Discover Financial Services June 2012 - Present
LendingTree July 2004 - July 2012
Union Planters Bank August 2001 - July 2004
Union Planters Bank June 2000 - August 2001
Morgan Keegan April 1997 - July 1999
Skills
Mortgage Lending, Loans, Banking, Financial Analysis, Risk Management, Credit Analysis, Mortgage Banking, Capital Markets, Financial Modeling, Credit, Loan Origination, Financial Risk, Investments, Financial Services, Valuation, Credit Risk, Portfolio Management, Interest Rate Risk..., Underwriting, Forecasting
Education
Christian Brothers University 1993 — 1995
Business
Gymea College 1986 — 1990
Business
John Fielding Myers's Morgan Keegan Experience February 2011 - January 2012
Job Fixed Income Broker at Raymond James
Industry Financial Services
Experience
Raymond James January 2012 - Present
Morgan Keegan February 2011 - January 2012
Morgan Keegan February 2010 - February 2011
KPMG LLP July 2007 - February 2010
Skills
CPA, Series 7, Series 63
Education
University of Mississippi 2006 — 2007
Masters, Accounting
Auburn University 2002 — 2006
BSBA, Accounting
Raymond James January 2012 - Present
Morgan Keegan February 2011 - January 2012
Morgan Keegan February 2010 - February 2011
KPMG LLP July 2007 - February 2010
Skills
CPA, Series 7, Series 63
Education
University of Mississippi 2006 — 2007
Masters, Accounting
Auburn University 2002 — 2006
BSBA, Accounting
P. Britt Thompson P. Britt Thompson's Morgan Keegan Experience 2006 - 2008
Job Project Manager
Industry Information Technology and Services
Experience
Gateway Ticketing Systems 2012 - 2014
Universal Orlando 2011 - 2012
LEGOLAND Parks 2010 - 2011
Universal Orlando 2008 - 2010
Morgan Keegan 2006 - 2008
Jupiter Light 1998 - 2008
CuraScript, Inc. An Express Scripts Co. 2005 - 2006
High School Diplomats. AIG/AIU Inc. 1998 - 2001
Skills
Microsoft Office, Adobe Creative Suite, Gateway Ticketing System, Process Improvement, Marketing, Marketing Strategy, Event Planning, Account Management, Customer Service, Strategic Planning, Project Management, Sales, Team Leadership, E-commerce, Project Planning, Leadership, Vendor Management, Program Management, Strategy, Management, IT Strategy, Analysis, Integration, Training
Education
Stetson University 2003 — 2006
MBA, Finance and Marketing
Rollins College 1998 — 2001
BA, Organizational Communication
Auburn University 1996 — 1998
Business
Gateway Ticketing Systems 2012 - 2014
Universal Orlando 2011 - 2012
LEGOLAND Parks 2010 - 2011
Universal Orlando 2008 - 2010
Morgan Keegan 2006 - 2008
Jupiter Light 1998 - 2008
CuraScript, Inc. An Express Scripts Co. 2005 - 2006
High School Diplomats. AIG/AIU Inc. 1998 - 2001
Skills
Microsoft Office, Adobe Creative Suite, Gateway Ticketing System, Process Improvement, Marketing, Marketing Strategy, Event Planning, Account Management, Customer Service, Strategic Planning, Project Management, Sales, Team Leadership, E-commerce, Project Planning, Leadership, Vendor Management, Program Management, Strategy, Management, IT Strategy, Analysis, Integration, Training
Education
Stetson University 2003 — 2006
MBA, Finance and Marketing
Rollins College 1998 — 2001
BA, Organizational Communication
Auburn University 1996 — 1998
Business
Daryl Driscoll's Morgan Keegan Experience October 2011 - April 2012
Job Owner at B Good Canines
Industry Consumer Services
Experience
B Good Canines August 2013 - Present
Falvey Partners, LLC April 2012 - June 2013
Morgan Keegan October 2011 - April 2012
Let's Dance, Inc January 2003 - October 2011
Skills
Budgets, Management, Accounts Payable, CRM, Marketing Strategy, Financial Analysis, Accounts Receivable, Outlook, Human Resources, Event Planning, Finance, Social Media Marketing, Bookkeeping, PowerPoint, Social Networking, Mergers & Acquisitions, Salesforce.com, Microsoft Excel, Email Marketing, Microsoft Word, Constant Contact, Operations Management, Recruiting, Website Development, Budgeting, Dog Training, Dog Behavior, Dog Aggression, Dogs, Animal Welfare, Animal Behavior, Behavior Modification, Project Planning, Benefits Administration, Accounting, Small Business..., FINRA, Animal Nutrition, Animal Care
Education
Colorado College 2015 — 2016
Biochemistry
Pikes Peak Community College 2015 — 2016
Pre-Medicine/Pre-Medical Studies
Suffolk University - Sawyer School of Management 2004 — 2008
BSBA, Finance, Minor Accounting
Stoneham High 1996 — 2000
B Good Canines August 2013 - Present
Falvey Partners, LLC April 2012 - June 2013
Morgan Keegan October 2011 - April 2012
Let's Dance, Inc January 2003 - October 2011
Skills
Budgets, Management, Accounts Payable, CRM, Marketing Strategy, Financial Analysis, Accounts Receivable, Outlook, Human Resources, Event Planning, Finance, Social Media Marketing, Bookkeeping, PowerPoint, Social Networking, Mergers & Acquisitions, Salesforce.com, Microsoft Excel, Email Marketing, Microsoft Word, Constant Contact, Operations Management, Recruiting, Website Development, Budgeting, Dog Training, Dog Behavior, Dog Aggression, Dogs, Animal Welfare, Animal Behavior, Behavior Modification, Project Planning, Benefits Administration, Accounting, Small Business..., FINRA, Animal Nutrition, Animal Care
Education
Colorado College 2015 — 2016
Biochemistry
Pikes Peak Community College 2015 — 2016
Pre-Medicine/Pre-Medical Studies
Suffolk University - Sawyer School of Management 2004 — 2008
BSBA, Finance, Minor Accounting
Stoneham High 1996 — 2000
Vickie Schaaf's Morgan Keegan Experience November 2010 - January 2012
Job Team Administrator The Anning Group at UBS Financial Services Inc
Industry Financial Services
Experience
UBS April 2014 - Present
UBS November 2012 - March 2014
Merrill Lynch February 2012 - November 2012
Morgan Keegan November 2010 - January 2012
UBS April 2008 - October 2009
UBS August 1999 - October 2009
UBS April 1997 - August 1999
Friendship State Bank October 1989 - July 1996
PNC Bank July 1980 - October 1989
Education
American Institute of Banking 1980 — 1987
Finance
Mount St. Joseph University 1981 — 1984
n/a, Economics, Finance, Accounting
Cincinnati State Technical and Community College 1982 — 1982
n/a, Computer Programming
Western Hills High School 1973 — 1976
Diploma
UBS April 2014 - Present
UBS November 2012 - March 2014
Merrill Lynch February 2012 - November 2012
Morgan Keegan November 2010 - January 2012
UBS April 2008 - October 2009
UBS August 1999 - October 2009
UBS April 1997 - August 1999
Friendship State Bank October 1989 - July 1996
PNC Bank July 1980 - October 1989
Education
American Institute of Banking 1980 — 1987
Finance
Mount St. Joseph University 1981 — 1984
n/a, Economics, Finance, Accounting
Cincinnati State Technical and Community College 1982 — 1982
n/a, Computer Programming
Western Hills High School 1973 — 1976
Diploma
E. Peggy Carlington, CRPC® E. Peggy Carlington, CRPC®'s Morgan Keegan Experience April 2006 - June 2012
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Morgan Keegan April 2006 - June 2012
Morgan Stanley September 1998 - 2005
EBC Office Centers 1986 - 1992
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
John Glenn High School 1969 — 1973
Ameriprise Financial Services, Inc. June 2012 - Present
Morgan Keegan April 2006 - June 2012
Morgan Stanley September 1998 - 2005
EBC Office Centers 1986 - 1992
Education
Central Michigan University 1973 — 1977
Bachelor of Business Administration (B.B.A.), Marketing
John Glenn High School 1969 — 1973
Suzanne (Decker, Hogue) Denzin Suzanne (Decker, Hogue) Denzin's Morgan Keegan Experience July 2006 - February 2012
Job Account Manager at A&I Travel
Industry Financial Services
Experience
A&I Travel May 2015 - Present
John Green & Company REALTORS® February 2015 - Present
Raymond James Financial Inc. February 2012 - December 2014
Morgan Keegan July 2006 - February 2012
BCD Travel February 2006 - July 2006
Omega World Travel October 2000 - January 2006
Service Master - PCS November 1994 - October 2000
Skills
Business Development, Operations Management, Team Development, Management, Project Management, Procurement, Purchasing, Travel Management, Corporate Relocation, Facilities Management, Call Centers, Strategic Sourcing, Operational Planning, Sales Management, Real Estate
Education
The University of Memphis 1978 — 1980
Bachelor's degree, Marketing Management
University of Memphis 1978 — 1979
Bachelors, Management/Marketing
Arkansas State University 1975 — 1978
A&I Travel May 2015 - Present
John Green & Company REALTORS® February 2015 - Present
Raymond James Financial Inc. February 2012 - December 2014
Morgan Keegan July 2006 - February 2012
BCD Travel February 2006 - July 2006
Omega World Travel October 2000 - January 2006
Service Master - PCS November 1994 - October 2000
Skills
Business Development, Operations Management, Team Development, Management, Project Management, Procurement, Purchasing, Travel Management, Corporate Relocation, Facilities Management, Call Centers, Strategic Sourcing, Operational Planning, Sales Management, Real Estate
Education
The University of Memphis 1978 — 1980
Bachelor's degree, Marketing Management
University of Memphis 1978 — 1979
Bachelors, Management/Marketing
Arkansas State University 1975 — 1978
Chris Barkauskas Chris Barkauskas's Morgan Keegan Experience May 2008 - April 2012
Job Managing Director at JMP Securities LLC
Industry Financial Services
Experience
JMP Securities April 2012 - Present
Morgan Keegan May 2008 - April 2012
Banc of America Securities January 2005 - January 2008
Cowen and Company June 1996 - June 2004
SoundView Technology Group 2004 - 2004
Skills
Financial Markets, Equities, Hedge Funds, Alternative Investments, Capital Markets, Sales, Series 7, Series 63, Client Relationship..., Investments, Investment Management, Financial Services, Equity Research, CRM, Marketing Research, Idea Generation, Finance, Team-oriented, Asset Management, Financial Modeling, Valuation, Product Management, Securities
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.)
London School of Economics and Political Science 1994 — 1994
Univerzita Karlova v Praze 1992 — 1992
JMP Securities April 2012 - Present
Morgan Keegan May 2008 - April 2012
Banc of America Securities January 2005 - January 2008
Cowen and Company June 1996 - June 2004
SoundView Technology Group 2004 - 2004
Skills
Financial Markets, Equities, Hedge Funds, Alternative Investments, Capital Markets, Sales, Series 7, Series 63, Client Relationship..., Investments, Investment Management, Financial Services, Equity Research, CRM, Marketing Research, Idea Generation, Finance, Team-oriented, Asset Management, Financial Modeling, Valuation, Product Management, Securities
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.)
London School of Economics and Political Science 1994 — 1994
Univerzita Karlova v Praze 1992 — 1992
Clarke Browne Clarke Browne's Morgan Keegan Experience April 2011 - October 2013
Job Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Morgan Keegan April 2011 - October 2013
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, IRAs, Investment Advisory, Equities, Equity Research, Fixed Income, Alternative Investments, Securities, Roth IRA, Asset Management, Series 7, Series 63, Investments, Investment Strategies, Financial Services, Life Insurance, Loans, Insurance, Mortgage Lending, Banking, Bonds, Retirement, 401k, Credit, Series 65, Wealth Management..., Separately Managed..., 401k Rollovers, 529 Plans
Education
Augsburg College
Montreat College
Master of Business Administration (MBA)
Merrill Lynch October 2013 - Present
Morgan Keegan April 2011 - October 2013
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Financial Advisory, IRAs, Investment Advisory, Equities, Equity Research, Fixed Income, Alternative Investments, Securities, Roth IRA, Asset Management, Series 7, Series 63, Investments, Investment Strategies, Financial Services, Life Insurance, Loans, Insurance, Mortgage Lending, Banking, Bonds, Retirement, 401k, Credit, Series 65, Wealth Management..., Separately Managed..., 401k Rollovers, 529 Plans
Education
Augsburg College
Montreat College
Master of Business Administration (MBA)
Jennie Nelson Jennie Nelson's Morgan Keegan Experience April 2009 - October 2010
Job Registered Sales Assistant / Office Manager at Comprehensive Financial Services
Industry Financial Services
Experience
BB&T Scott & Stringfellow October 2010 - June 2013
Precision Strategy Advisors 2013 - 2013
Morgan Keegan April 2009 - October 2010
Morgan Keegan April 1997 - May 2004
Skills
Hold Series 7, Hold Series 66, Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Equities, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management, IRAs, 401k
Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
BB&T Scott & Stringfellow October 2010 - June 2013
Precision Strategy Advisors 2013 - 2013
Morgan Keegan April 2009 - October 2010
Morgan Keegan April 1997 - May 2004
Skills
Hold Series 7, Hold Series 66, Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Equities, Asset Allocation, Fixed Income, Uniform Combined State..., Portfolio Management, IRAs, 401k
Education
CSU Sacramento
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Charles Auerbach, CFP®'s Morgan Keegan Experience 1983 - 1989
Job Founder, CFP® at Wealth Strategies Group
Industry Financial Services
Experience
Wealth Strategies Group Inc. September 2001 - Present
LPL Financial August 2012 - Present
Business Enhancement Associates, LLC July 2004 - Present
Jaffe Auerbach 1994 - 2001
Kelman Lazarov 1989 - 1994
Morgan Keegan 1983 - 1989
Internal Revenue Service 1972 - 1983
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Strategic Planning, Wealth Management, Asset Management, Investments, Estate Planning, Small Business, 401k, Business Continuity...
Education
City University of New York-Brooklyn College 1966 — 1971
Bachelor of Science (B.S.), Accounting
Wealth Strategies Group Inc. September 2001 - Present
LPL Financial August 2012 - Present
Business Enhancement Associates, LLC July 2004 - Present
Jaffe Auerbach 1994 - 2001
Kelman Lazarov 1989 - 1994
Morgan Keegan 1983 - 1989
Internal Revenue Service 1972 - 1983
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Strategic Planning, Wealth Management, Asset Management, Investments, Estate Planning, Small Business, 401k, Business Continuity...
Education
City University of New York-Brooklyn College 1966 — 1971
Bachelor of Science (B.S.), Accounting
Andrew Windsor, CFA Andrew Windsor, CFA's Morgan Keegan Experience September 2000 - April 2003
Job Retirement Investment Analyst at Unified Trust Company, N.A.
Industry Banking
Experience
Unified Trust Company, N.A. April 2013 - Present
Huntington National Bank January 2011 - April 2013
Pinnacle Financial Partners July 2009 - December 2010
First Mercantile April 2003 - July 2009
Morgan Keegan September 2000 - April 2003
Skills
Asset Allocation, Investments, Risk Management, Portfolio Management, 401k, Retirement Planning, Retirement, Asset Managment, Wealth Management, Financial Modeling, Equities, Financial Analysis, Bloomberg
Education
Acadia University 1997 — 2000
Bachelor of Business Administration (BBA)
Unified Trust Company, N.A. April 2013 - Present
Huntington National Bank January 2011 - April 2013
Pinnacle Financial Partners July 2009 - December 2010
First Mercantile April 2003 - July 2009
Morgan Keegan September 2000 - April 2003
Skills
Asset Allocation, Investments, Risk Management, Portfolio Management, 401k, Retirement Planning, Retirement, Asset Managment, Wealth Management, Financial Modeling, Equities, Financial Analysis, Bloomberg
Education
Acadia University 1997 — 2000
Bachelor of Business Administration (BBA)
Patrick Lysaght, AIF®, CRPS® Patrick Lysaght, AIF®, CRPS®'s Morgan Keegan Experience September 2009 - September 2011
Job Vice President, Wealth Manager at Eukles Wealth Management
Industry Financial Services
Experience
Eukles Wealth Management September 2011 - Present
Morgan Keegan September 2009 - September 2011
Macy's, Inc. June 2008 - September 2009
Education
Brown University 2004 — 2008
B.A., Economics
Elder High School
Eukles Wealth Management September 2011 - Present
Morgan Keegan September 2009 - September 2011
Macy's, Inc. June 2008 - September 2009
Education
Brown University 2004 — 2008
B.A., Economics
Elder High School
Justin Harder Justin Harder's Morgan Keegan Experience September 2010 - July 2011
Job Audit and Compliance Senior
Industry Accounting
Experience
Surgery Partners, LLC May 2015 - Present
Mid-America Apartment Communities January 2013 - May 2015
Thomas & Betts July 2011 - January 2013
Morgan Keegan September 2010 - July 2011
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, Accounting, Microsoft Office, Internal Audit, Management, Access, Financial Analysis, Finance, Financial Risk, General Ledger, Forecasting
Education
Christian Brothers University 2013 — 2015
Master of Business Administration
Christian Brothers University 2006 — 2010
Bachelor of Science in Accounting, Accounting
Surgery Partners, LLC May 2015 - Present
Mid-America Apartment Communities January 2013 - May 2015
Thomas & Betts July 2011 - January 2013
Morgan Keegan September 2010 - July 2011
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, Accounting, Microsoft Office, Internal Audit, Management, Access, Financial Analysis, Finance, Financial Risk, General Ledger, Forecasting
Education
Christian Brothers University 2013 — 2015
Master of Business Administration
Christian Brothers University 2006 — 2010
Bachelor of Science in Accounting, Accounting
Elizabeth Allen, CFA Elizabeth Allen, CFA's Morgan Keegan Experience June 1986 - July 1990
Job Manager, Investor Relations, FedEx Corporation
Industry Transportation/Trucking/Railroad
Experience
FedEx 1990 - Present
Morgan Keegan June 1986 - July 1990
SunTrust Robinson Humphrey 1983 - June 1986
Skills
Investor Relations, Financial Modeling, Financial Analysis, Corporate Finance, Mergers, Strategic Planning, Due Diligence, Forecasting, Investments, Financial Reporting, Valuation, Business Planning, Asset Management, Equities, New Business Development, Corporate Communications, Social Media, Research, Public Speaking, Corporate Social..., Banking, Investment Banking
Education
Georgia State University 1983 — 1986
Master of Science, Finance
Auburn University 1977 — 1980
Bachelor of Science, Finance
FedEx 1990 - Present
Morgan Keegan June 1986 - July 1990
SunTrust Robinson Humphrey 1983 - June 1986
Skills
Investor Relations, Financial Modeling, Financial Analysis, Corporate Finance, Mergers, Strategic Planning, Due Diligence, Forecasting, Investments, Financial Reporting, Valuation, Business Planning, Asset Management, Equities, New Business Development, Corporate Communications, Social Media, Research, Public Speaking, Corporate Social..., Banking, Investment Banking
Education
Georgia State University 1983 — 1986
Master of Science, Finance
Auburn University 1977 — 1980
Bachelor of Science, Finance
Chris Hitching Chris Hitching's Morgan Keegan Experience January 2002 - April 2004
Job Investment Due Diligence Specialist
Industry Financial Services
Experience
Memphis, TN May 2011 - Present
Legacy Wealth Management August 2010 - April 2011
First Mercantile April 2004 - July 2010
Morgan Keegan January 2002 - April 2004
Sparks Commodities January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis
Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance
Christian Brothers University
Finance, General
Memphis, TN May 2011 - Present
Legacy Wealth Management August 2010 - April 2011
First Mercantile April 2004 - July 2010
Morgan Keegan January 2002 - April 2004
Sparks Commodities January 1998 - January 2001
Merrill Lynch January 1997 - January 1998
Skills
Investments, 401k, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Customer Service, Fixed Income, Financial Markets, Equities, Retirement Planning, Finance, Investment Management, Asset Management, Bloomberg, Valuation, Alternative Investments, Financial Analysis, Financial Services, Wealth Management, Investment Analysis
Education
Christian Brothers University
Bachelors of Business Administration, Summa Cum Laude, Finance
Christian Brothers University
Finance, General
Jay Wulf Jay Wulf's Morgan Keegan Experience May 1990 - May 2000
Job Chief Administrative Officer at Highland Good Steward Management
Industry Investment Management
Experience
Highland Good Steward Management - A Socially Responsible Hedge Fund Manager February 2007 - Present
Birmingham-Southern College 2000 - 2006
Morgan Keegan May 1990 - May 2000
Skills
Financial Reporting, Portfolio Management, Strategic Financial..., Strategic Planning, Analysis, Financial Modeling, Asset Managment, Consulting, Asset Management, Fixed Income, Investments, Finance, Alternative Investments, Mutual Funds, Financial Analysis
Education
Birmingham-Southern College 2001 — 2004
MPPM, Management
University of Nebraska-Lincoln 1981 — 1985
BS, Finance
Highland Good Steward Management - A Socially Responsible Hedge Fund Manager February 2007 - Present
Birmingham-Southern College 2000 - 2006
Morgan Keegan May 1990 - May 2000
Skills
Financial Reporting, Portfolio Management, Strategic Financial..., Strategic Planning, Analysis, Financial Modeling, Asset Managment, Consulting, Asset Management, Fixed Income, Investments, Finance, Alternative Investments, Mutual Funds, Financial Analysis
Education
Birmingham-Southern College 2001 — 2004
MPPM, Management
University of Nebraska-Lincoln 1981 — 1985
BS, Finance
Jacob Greer Jacob Greer's Morgan Keegan Experience August 2005 - February 2011
Job Senior Trader at SouthernSun Asset Management
Industry Investment Management
Experience
SouthernSun Asset Management February 2011 - Present
Morgan Keegan August 2005 - February 2011
E*TRADE Financial April 2004 - August 2005
Chicago Mercantile Exchange February 2002 - April 2004
Skills
Series 7, Trading Systems, Investments, Financial Markets, Asset Management, Portfolio Management, FX Options, Trading, Hedge Funds, Arbitrage, Capital Markets, Equities, Fixed Income, Options, Alternative Investments
Education
Arizona State University - W. P. Carey School of Business
BS, Finance
The University of Memphis
MBA, Economics
SouthernSun Asset Management February 2011 - Present
Morgan Keegan August 2005 - February 2011
E*TRADE Financial April 2004 - August 2005
Chicago Mercantile Exchange February 2002 - April 2004
Skills
Series 7, Trading Systems, Investments, Financial Markets, Asset Management, Portfolio Management, FX Options, Trading, Hedge Funds, Arbitrage, Capital Markets, Equities, Fixed Income, Options, Alternative Investments
Education
Arizona State University - W. P. Carey School of Business
BS, Finance
The University of Memphis
MBA, Economics
Troy Garner Troy Garner's Morgan Keegan Experience October 2004 - February 2008
Job Advisor, Dobbs Management Service, LLC
Industry Individual & Family Services
Experience
Dobbs Management Services, LLC August 2009 - Present
Skyhawk Capital Management February 2008 - May 2009
Morgan Keegan October 2004 - February 2008
FedEx Services October 2000 - October 2004
PricewaterhouseCoopers August 1998 - September 2000
Education
Auburn University at Montgomery
BSBA, Accounting
Vanderbilt University
Dobbs Management Services, LLC August 2009 - Present
Skyhawk Capital Management February 2008 - May 2009
Morgan Keegan October 2004 - February 2008
FedEx Services October 2000 - October 2004
PricewaterhouseCoopers August 1998 - September 2000
Education
Auburn University at Montgomery
BSBA, Accounting
Vanderbilt University
Chris Rogers's Morgan Keegan Experience July 2008 - May 2012
Job Managing Director, Healthcare Investment Banking at Ziegler
Industry Banking
Experience
B.C. Ziegler & Company August 2014 - Present
Regions Financial Corporation May 2012 - August 2014
Morgan Keegan July 2008 - May 2012
SunTrust Robinson Humphrey September 2006 - July 2008
Merrill Lynch September 2004 - September 2006
Cowen & Company November 1999 - May 2001
Cowen & Company May 1996 - November 1999
Coopers & Lybrand Consulting May 1994 - May 1996
Skills
Strategy, Healthcare, Leveraged Finance, Forecasting, Restructuring, Start-ups, Management, Risk Management, Leadership, Competitive Analysis, Business Valuation, Equities, Banking, Corporate Finance
Education
Vanderbilt University Owen Graduate School of Management 2002 — 2004
MBA, Finance
Connecticut College 1990 — 1994
BA, Economics and International Relations
Kentucky Country Day 1986 — 1990
B.C. Ziegler & Company August 2014 - Present
Regions Financial Corporation May 2012 - August 2014
Morgan Keegan July 2008 - May 2012
SunTrust Robinson Humphrey September 2006 - July 2008
Merrill Lynch September 2004 - September 2006
Cowen & Company November 1999 - May 2001
Cowen & Company May 1996 - November 1999
Coopers & Lybrand Consulting May 1994 - May 1996
Skills
Strategy, Healthcare, Leveraged Finance, Forecasting, Restructuring, Start-ups, Management, Risk Management, Leadership, Competitive Analysis, Business Valuation, Equities, Banking, Corporate Finance
Education
Vanderbilt University Owen Graduate School of Management 2002 — 2004
MBA, Finance
Connecticut College 1990 — 1994
BA, Economics and International Relations
Kentucky Country Day 1986 — 1990
James Briley's Morgan Keegan Experience September 2006 - September 2012
Job Acquisition Program Manager at Catholic Health Initiatives
Industry Hospital & Health Care
Experience
Catholic Health Initiatives April 2015 - Present
Catholic Health Initiatives October 2013 - Present
Tennessee Valley Authority April 2013 - 2013
BlueCross BlueShield of Tennessee September 2012 - 2013
Morgan Keegan September 2006 - September 2012
Methodist Healthcare 2004 - 2006
ATS 2002 - 2004
International Gaming Systems January 2001 - January 2002
Skills
Vendor Management, Project Management, Disaster Recovery, Cross-functional Team..., Process Improvement, Business Analysis, Management, Visio, Resource Management, Product Management, Program Management, SDLC, ITIL, Software Project..., Leadership, MS Project, Integration, SharePoint, IT Management, IT Strategy, Risk Management, Software Documentation, Troubleshooting, Requirements Analysis, Training, Testing, Data Center, Security, PMP, System Administration, Healthcare Information..., Operational Risk..., IT Project & Program...
Education
Athens State University 1996 — 2000
BA, Business Administration and Management, General
Athens State University
Bachelor of Business Administration (BBA)
Catholic Health Initiatives April 2015 - Present
Catholic Health Initiatives October 2013 - Present
Tennessee Valley Authority April 2013 - 2013
BlueCross BlueShield of Tennessee September 2012 - 2013
Morgan Keegan September 2006 - September 2012
Methodist Healthcare 2004 - 2006
ATS 2002 - 2004
International Gaming Systems January 2001 - January 2002
Skills
Vendor Management, Project Management, Disaster Recovery, Cross-functional Team..., Process Improvement, Business Analysis, Management, Visio, Resource Management, Product Management, Program Management, SDLC, ITIL, Software Project..., Leadership, MS Project, Integration, SharePoint, IT Management, IT Strategy, Risk Management, Software Documentation, Troubleshooting, Requirements Analysis, Training, Testing, Data Center, Security, PMP, System Administration, Healthcare Information..., Operational Risk..., IT Project & Program...
Education
Athens State University 1996 — 2000
BA, Business Administration and Management, General
Athens State University
Bachelor of Business Administration (BBA)
Ravi Gill, CFA, CPA's Morgan Keegan Experience January 2011 - March 2012
Job
Industry Investment Management
Experience
Capital Group November 2013 - Present
Goldman Sachs April 2012 - October 2013
Morgan Keegan January 2011 - March 2012
KPMG August 2007 - January 2011
Skills
Financial Reporting, Business Valuation, Mergers, Asset Management, Corporate Finance, Financial Modeling, DCF, Due Diligence, Equity Research, Financial Institutions, Financial Accounting, Equities, M&A experience, Series 7, Accounting
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA/MS
Capital Group November 2013 - Present
Goldman Sachs April 2012 - October 2013
Morgan Keegan January 2011 - March 2012
KPMG August 2007 - January 2011
Skills
Financial Reporting, Business Valuation, Mergers, Asset Management, Corporate Finance, Financial Modeling, DCF, Due Diligence, Equity Research, Financial Institutions, Financial Accounting, Equities, M&A experience, Series 7, Accounting
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA/MS
Whit Mulford's Morgan Keegan Experience November 2004 - June 2008
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Morgan Keegan November 2004 - June 2008
Skills
Investment Advisory, Portfolio Management, Management, Investments, Investment Strategies, Wealth Management, Wealth
Education
University of Tennessee-Knoxville 1991 — 1994
Hampden-Sydney College 1989 — 1991
Webb School of Knoxville 1986 — 1989
College for Financial Planning
A.A.M.S; C.S.N.A
Merrill Lynch June 2008 - Present
Morgan Keegan November 2004 - June 2008
Skills
Investment Advisory, Portfolio Management, Management, Investments, Investment Strategies, Wealth Management, Wealth
Education
University of Tennessee-Knoxville 1991 — 1994
Hampden-Sydney College 1989 — 1991
Webb School of Knoxville 1986 — 1989
College for Financial Planning
A.A.M.S; C.S.N.A
John Stauffer, CFP®'s Morgan Keegan Experience January 2006 - December 2006
Job Certified Financial Planner
Industry Investment Management
Experience
Quinn Financial Partners, LLC December 2008 - Present
Strategic Financial Partners March 2008 - January 2009
Morgan Keegan January 2006 - December 2006
Skills
Investments, Financial Services, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Management, Portfolio Management, Finance, Asset Management, Retirement Planning, Series 63, Asset Managment, Certified Financial..., Mutual Funds, Wealth Management, Financial Analysis, Financial Modeling
Education
Texas Christian University 2003 — 2007
BBA, Finance
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Finance, General
Belmont University
Quinn Financial Partners, LLC December 2008 - Present
Strategic Financial Partners March 2008 - January 2009
Morgan Keegan January 2006 - December 2006
Skills
Investments, Financial Services, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Management, Portfolio Management, Finance, Asset Management, Retirement Planning, Series 63, Asset Managment, Certified Financial..., Mutual Funds, Wealth Management, Financial Analysis, Financial Modeling
Education
Texas Christian University 2003 — 2007
BBA, Finance
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Finance, General
Belmont University
Matt Knight, CFP, CIMA, ChFC's Morgan Keegan Experience March 2001 - June 2004
Job Vice Pres., Financial Advisor at FTB Advisors, Inc.
Industry Financial Services
Experience
FTB Advisors, Inc. June 2004 - Present
Belmont University October 2007 - Present
Morgan Keegan March 2001 - June 2004
Fifth Third Securities January 2000 - March 2001
Education
The American College 2004 — 2007
Chartered Financial Consultant (ChFC)
College for Financial Planning 2002 — 2003
CFP Professional Education Progam
University of Louisville 1996 — 2000
BA, Finance
FTB Advisors, Inc. June 2004 - Present
Belmont University October 2007 - Present
Morgan Keegan March 2001 - June 2004
Fifth Third Securities January 2000 - March 2001
Education
The American College 2004 — 2007
Chartered Financial Consultant (ChFC)
College for Financial Planning 2002 — 2003
CFP Professional Education Progam
University of Louisville 1996 — 2000
BA, Finance
Brian Freed's Morgan Keegan Experience May 2004 - October 2010
Job Vice President, InMemory Architecture at SGI
Industry Computer Hardware
Experience
SGI September 2014 - Present
SGI May 2013 - Present
Wunderlich Securities October 2010 - April 2013
Morgan Keegan May 2004 - October 2010
RBC Capital Markets 2001 - 2004
Skills
Financial Analysis, Business Analysis, Storage Management, Equity Research, Mergers, Financial Modeling, Venture Capital, High Performance..., Shared Memory, Big Data, Network Security, Start-ups, Mergers & Acquisitions, Valuation, Product Management, Investment Banking, Competitive Analysis, Equities, Cloud Computing, Business Development, Storage
Education
Covenant College 1996 — 1999
Bachelor of Arts, Mathematics
SGI September 2014 - Present
SGI May 2013 - Present
Wunderlich Securities October 2010 - April 2013
Morgan Keegan May 2004 - October 2010
RBC Capital Markets 2001 - 2004
Skills
Financial Analysis, Business Analysis, Storage Management, Equity Research, Mergers, Financial Modeling, Venture Capital, High Performance..., Shared Memory, Big Data, Network Security, Start-ups, Mergers & Acquisitions, Valuation, Product Management, Investment Banking, Competitive Analysis, Equities, Cloud Computing, Business Development, Storage
Education
Covenant College 1996 — 1999
Bachelor of Arts, Mathematics
Andy Borrmann's Morgan Keegan Experience October 2006 - August 2009
Job CFO SouthCrest Financial Group
Industry Financial Services
Experience
SouthCrest Financial Group September 2011 - Present
Paradigm Capital Inc August 2009 - 2011
Morgan Keegan October 2006 - August 2009
SunTrust Robinson Humphrey 1999 - 2006
StockVal 1996 - 1999
Skills
Equities, Financial Analysis, Banking, Finance, Equity Research, Quantitative Analytics, Financial Modeling, Valuation, Portfolio Management, Asset Management, Strategic Financial..., Equity Valuation, Alternative Investments, Analysis, Capital Markets, Asset Allocation, Capital Raising, Bonds, Financial Risk, Corporate Finance, Due Diligence, Financial Markets, Fixed Income, Investor Relations
Education
Arizona State University 1992 — 1996
BS, Finance
SouthCrest Financial Group September 2011 - Present
Paradigm Capital Inc August 2009 - 2011
Morgan Keegan October 2006 - August 2009
SunTrust Robinson Humphrey 1999 - 2006
StockVal 1996 - 1999
Skills
Equities, Financial Analysis, Banking, Finance, Equity Research, Quantitative Analytics, Financial Modeling, Valuation, Portfolio Management, Asset Management, Strategic Financial..., Equity Valuation, Alternative Investments, Analysis, Capital Markets, Asset Allocation, Capital Raising, Bonds, Financial Risk, Corporate Finance, Due Diligence, Financial Markets, Fixed Income, Investor Relations
Education
Arizona State University 1992 — 1996
BS, Finance
David S. Cromack's Morgan Keegan Experience May 2009 - April 2010
Job at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. April 2010 - Present
Morgan Keegan May 2009 - April 2010
UBS Financial Services Inc. November 2004 - April 2009
CenterPoint Energy 1999 - 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
MBA
Brown University 1988 — 1992
BA, Economics
Mirabeau B. Lamar HS 1986 — 1988
UBS Financial Services Inc. April 2010 - Present
Morgan Keegan May 2009 - April 2010
UBS Financial Services Inc. November 2004 - April 2009
CenterPoint Energy 1999 - 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 1993 — 1995
MBA
Brown University 1988 — 1992
BA, Economics
Mirabeau B. Lamar HS 1986 — 1988
James E. Washington, III's Morgan Keegan Experience 1997 - 2000
Job Finance/Strategy Professional
Industry Financial Services
Experience
Gibeon Partners, LLC October 2009 - Present
City of Atlanta 2003 - 2005
Morgan Keegan 1997 - 2000
Education
Brown University
Gibeon Partners, LLC October 2009 - Present
City of Atlanta 2003 - 2005
Morgan Keegan 1997 - 2000
Education
Brown University
John F Bright's Morgan Keegan Experience 1998 - 2000
Job Securities Analyst
Industry Financial Services
Experience
Avondale Partners 2003 - 2015
Johnson Rice & Company 2000 - 2003
Morgan Keegan 1998 - 2000
W.H. Reaves 1991 - 1996
Skills
Equity Research
Education
Auburn University, College of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Tennessee at Martin 1985 — 1990
Business, Marketing
Avondale Partners 2003 - 2015
Johnson Rice & Company 2000 - 2003
Morgan Keegan 1998 - 2000
W.H. Reaves 1991 - 1996
Skills
Equity Research
Education
Auburn University, College of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
University of Tennessee at Martin 1985 — 1990
Business, Marketing
Brad Keller's Morgan Keegan Experience March 2011 - Present
Job Enterprise Systems Engineer
Industry Information Technology and Services
Experience
Morgan Keegan March 2011 - Present
Protech Systems Group October 2009 - March 2011
Smith & Nephew January 2008 - October 2009
Smith & Nephew, Inc April 2007 - October 2009
Smith & Nephew Endoscopy April 2007 - October 2009
ProTech Systems Group 2003 - 2007
Skills
VMware, Virtualization, Active Directory, Citrix, Security, Servers, Storage, DNS, Disaster Recovery, ITIL, Cisco, Cloud Computing, Windows Server 2008, Data Center, Server Architecture, Enterprise Architecture, SAN, CCNA, Architecture, IIS, Storage Area Networks, VMware ESX, Firewalls, Enterprise Software, IT Service Management, Hyper-V, Windows Server, IT Strategy, Infrastructure, vSphere, Troubleshooting, Microsoft Exchange, Cisco Technologies, Microsoft Technologies, VMware Infrastructure, Microsoft Certified..., Integration, Powershell, Load Balancing, Business Continuity, Group Policy, Network Architecture, VPN, System Deployment, Dell PowerEdge Servers, Switches, DHCP, Network Security, System Administration, Architectures
Education
Christian Brothers University 2003 — 2005
BS, Electrical Engineering
Georgia Institute of Technology 2000 — 2002
Engineering
Morgan Keegan March 2011 - Present
Protech Systems Group October 2009 - March 2011
Smith & Nephew January 2008 - October 2009
Smith & Nephew, Inc April 2007 - October 2009
Smith & Nephew Endoscopy April 2007 - October 2009
ProTech Systems Group 2003 - 2007
Skills
VMware, Virtualization, Active Directory, Citrix, Security, Servers, Storage, DNS, Disaster Recovery, ITIL, Cisco, Cloud Computing, Windows Server 2008, Data Center, Server Architecture, Enterprise Architecture, SAN, CCNA, Architecture, IIS, Storage Area Networks, VMware ESX, Firewalls, Enterprise Software, IT Service Management, Hyper-V, Windows Server, IT Strategy, Infrastructure, vSphere, Troubleshooting, Microsoft Exchange, Cisco Technologies, Microsoft Technologies, VMware Infrastructure, Microsoft Certified..., Integration, Powershell, Load Balancing, Business Continuity, Group Policy, Network Architecture, VPN, System Deployment, Dell PowerEdge Servers, Switches, DHCP, Network Security, System Administration, Architectures
Education
Christian Brothers University 2003 — 2005
BS, Electrical Engineering
Georgia Institute of Technology 2000 — 2002
Engineering
Kyle Kaylor's Morgan Keegan Experience October 2010 - April 2012
Job Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
Christian Pesci's Morgan Keegan Experience January 2006 - April 2012
Job Vice President at Cain Brothers
Industry Financial Services
Experience
Cain Brothers April 2012 - Present
Morgan Keegan January 2006 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan 2006 - 2010
Citi 2003 - 2005
Education
Colgate University 1999 — 2003
Bachelor of Arts (BA), Economics
Cain Brothers April 2012 - Present
Morgan Keegan January 2006 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan 2006 - 2010
Citi 2003 - 2005
Education
Colgate University 1999 — 2003
Bachelor of Arts (BA), Economics
Chase Gore, CFP®'s Morgan Keegan Experience May 2008 - February 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan May 2008 - February 2013
Skills
Investments, Portfolio Management, Finance, Retirement Planning, Estate Planning, Strategic Financial..., Financial Analysis, Bloomberg, Disability Insurance, Corporate Finance, Management, Insurance, Series 7, Employee Benefits, Wealth Management
Education
Birmingham-Southern College 2004 — 2008
BS, Economics, Business Administration
Mountain Brook High School
Raymond James February 2013 - Present
Morgan Keegan May 2008 - February 2013
Skills
Investments, Portfolio Management, Finance, Retirement Planning, Estate Planning, Strategic Financial..., Financial Analysis, Bloomberg, Disability Insurance, Corporate Finance, Management, Insurance, Series 7, Employee Benefits, Wealth Management
Education
Birmingham-Southern College 2004 — 2008
BS, Economics, Business Administration
Mountain Brook High School
Mark Pera's Morgan Keegan Experience August 2009 - September 2012
Job Institutional Consultant AMS at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. June 2012 - Present
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan August 2009 - September 2012
Morgan Keegan October 2004 - July 2009
Education
Auburn University 1999 — 2003
BSBA, Finance, General
Auburn University
BSBA Marketing/Finance
Raymond James Financial, Inc. June 2012 - Present
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan August 2009 - September 2012
Morgan Keegan October 2004 - July 2009
Education
Auburn University 1999 — 2003
BSBA, Finance, General
Auburn University
BSBA Marketing/Finance
Jeff Fellows's Morgan Keegan Experience January 2008 - February 2010
Job Swim Coach
Industry Sports
Experience
Steiner Ranch Stars April 2014 - Present
Nitro Swimming April 2011 - Present
Morgan Keegan January 2008 - February 2010
Apple Retail August 2007 - December 2007
MileMeter June 2006 - August 2007
Digital Media Resources/Region 10 ESC 2004 - 2006
RITC/Region 10 ESC 2000 - 2004
The Art Institute of Dallas 1999 - 2000
Skills
User Experience, Fundraising, Video Production, Client Communication, Teaching, Objective-C, Ruby, Ruby on Rails, Direct Sales, Graphic Design, 3D rendering, Video Editing, Editing, OS X, Public Speaking, Public Relations, Training, Program Management, Strategic Planning, Start-ups, Social Networking, Management, Social Media
Education
Denison University 1994 — 1998
B.S., Computer Science
Art Institute of Dallas 1998 — 2000
Associates of Applied Science, Video Production
Steiner Ranch Stars April 2014 - Present
Nitro Swimming April 2011 - Present
Morgan Keegan January 2008 - February 2010
Apple Retail August 2007 - December 2007
MileMeter June 2006 - August 2007
Digital Media Resources/Region 10 ESC 2004 - 2006
RITC/Region 10 ESC 2000 - 2004
The Art Institute of Dallas 1999 - 2000
Skills
User Experience, Fundraising, Video Production, Client Communication, Teaching, Objective-C, Ruby, Ruby on Rails, Direct Sales, Graphic Design, 3D rendering, Video Editing, Editing, OS X, Public Speaking, Public Relations, Training, Program Management, Strategic Planning, Start-ups, Social Networking, Management, Social Media
Education
Denison University 1994 — 1998
B.S., Computer Science
Art Institute of Dallas 1998 — 2000
Associates of Applied Science, Video Production
Kent Payne's Morgan Keegan Experience July 2002 - September 2004
Job First Vice President, SB Value Partners
Industry Capital Markets
Experience
SB Value Partners, L.P. September 2014 - Present
Bank of Oklahoma March 2010 - September 2014
K.O. Development LLC March 2008 - December 2009
BB&T Capital Markets September 2004 - March 2008
Morgan Keegan July 2002 - September 2004
Edward Jones January 2000 - January 2002
Champion Technologies January 1992 - January 1998
Skills
Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Trading, Business Development, Hedging, Series 7, Sales, Asset Management, Bloomberg
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA
Southwest Texas State University
BBA
SB Value Partners, L.P. September 2014 - Present
Bank of Oklahoma March 2010 - September 2014
K.O. Development LLC March 2008 - December 2009
BB&T Capital Markets September 2004 - March 2008
Morgan Keegan July 2002 - September 2004
Edward Jones January 2000 - January 2002
Champion Technologies January 1992 - January 1998
Skills
Fixed Income, Capital Markets, Investments, Financial Modeling, Bonds, Trading, Business Development, Hedging, Series 7, Sales, Asset Management, Bloomberg
Education
Baylor University - Hankamer School of Business 1998 — 1999
MBA
Southwest Texas State University
BBA
Tobin Ayers CRPC®'s Morgan Keegan Experience September 2004 - January 2008
Job Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2008 - Present
Morgan Keegan September 2004 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Financial Analysis, 401k, IRAs, Series 65, 401k Rollovers
Education
Auburn University, College of Business 1995 — 1998
Auburn High School 1992 — 1994
Merrill Lynch February 2008 - Present
Morgan Keegan September 2004 - January 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Asset Allocation, Portfolio Management, Series 63, Retirement, Financial Analysis, 401k, IRAs, Series 65, 401k Rollovers
Education
Auburn University, College of Business 1995 — 1998
Auburn High School 1992 — 1994
Kurt Poe's Morgan Keegan Experience October 2007 - December 2009
Job Owner at Kids R Kids of Round Rock
Industry Education Management
Experience
Kids R Kids of Round Rock January 2010 - Present
Wells Fargo February 2010 - November 2011
Morgan Keegan October 2007 - December 2009
First Bank November 2006 - September 2007
Royal Oaks Bank October 2004 - October 2006
Education
Abilene Christian University 1997 — 2002
Bachelor of Arts, Political Science
Kids R Kids of Round Rock January 2010 - Present
Wells Fargo February 2010 - November 2011
Morgan Keegan October 2007 - December 2009
First Bank November 2006 - September 2007
Royal Oaks Bank October 2004 - October 2006
Education
Abilene Christian University 1997 — 2002
Bachelor of Arts, Political Science
Matt Peterman's Morgan Keegan Experience October 1996 - March 2007
Job Senior Vice President at FTN Financial
Industry Financial Services
Experience
FTN Financial May 2014 - Present
FTN Financial April 2007 - May 2014
Morgan Keegan October 1996 - March 2007
Skills
Fixed Income, Structured Finance, Fixed Income Analysis, Series 7, Capital Markets, Series 63, Bloomberg, Investments, Financial Analysis, Bonds
Education
Christian Brothers University 1992 — 1996
B.S., Econ/Finance
FTN Financial May 2014 - Present
FTN Financial April 2007 - May 2014
Morgan Keegan October 1996 - March 2007
Skills
Fixed Income, Structured Finance, Fixed Income Analysis, Series 7, Capital Markets, Series 63, Bloomberg, Investments, Financial Analysis, Bonds
Education
Christian Brothers University 1992 — 1996
B.S., Econ/Finance
Chris Callegari's Morgan Keegan Experience January 2001 - June 2006
Job Accounting Manager at FedEx Services A naturalborn leader with Accounting / Finance and Operations Mgmt. experience
Industry Accounting
Experience
FedEx Services February 2014 - Present
FedEx Express April 2010 - February 2014
FedEx Customer Information Services June 2006 - April 2010
Morgan Keegan January 2001 - June 2006
Skills
Budgets, Microsoft Excel, Financial Statements, Banking, Accounting, Risk Analysis, Financial Analysis, Financial Reporting, Analytics, Employee Training, Executive Presentations, Presentations, Data Analysis, General Ledger, Credit Management, Operations Management, Problem Solving, PeopleSoft, Essbase, Mutual Funds, Financial Forecasting, Anti-fraud, Lease Administration, Contract Management, Preparation of Business..., SQL, Process Improvement, Collections, Credit Risk
Education
Auburn University
Master of Accounting, Bachelor of Business Administration, Accounting
Auburn University
Bachelor of Business Administration (BBA), Accounting
CBHS
FedEx Services February 2014 - Present
FedEx Express April 2010 - February 2014
FedEx Customer Information Services June 2006 - April 2010
Morgan Keegan January 2001 - June 2006
Skills
Budgets, Microsoft Excel, Financial Statements, Banking, Accounting, Risk Analysis, Financial Analysis, Financial Reporting, Analytics, Employee Training, Executive Presentations, Presentations, Data Analysis, General Ledger, Credit Management, Operations Management, Problem Solving, PeopleSoft, Essbase, Mutual Funds, Financial Forecasting, Anti-fraud, Lease Administration, Contract Management, Preparation of Business..., SQL, Process Improvement, Collections, Credit Risk
Education
Auburn University
Master of Accounting, Bachelor of Business Administration, Accounting
Auburn University
Bachelor of Business Administration (BBA), Accounting
CBHS
Jordan Tarry's Morgan Keegan Experience June 2003 - February 2007
Job Director at Evercore
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Evercore November 2014 - May 2015
ISI Group March 2007 - October 2014
Morgan Keegan June 2003 - February 2007
Skills
Series 7, Equity Research, Securities, Equities, Investments, Trading, Investment Banking, Hedge Funds, Valuation, Capital Markets
Education
Cornell University 1998 — 2002
Friends academy 1994 — 1998
Cantor Fitzgerald September 2015 - Present
Evercore November 2014 - May 2015
ISI Group March 2007 - October 2014
Morgan Keegan June 2003 - February 2007
Skills
Series 7, Equity Research, Securities, Equities, Investments, Trading, Investment Banking, Hedge Funds, Valuation, Capital Markets
Education
Cornell University 1998 — 2002
Friends academy 1994 — 1998
Michelle Millsom's Morgan Keegan Experience November 2000 - June 2005
Job Vice President at Fidelity FOREX, Inc
Industry Financial Services
Experience
Fidelity FOREX, Inc March 2009 - Present
Bank of New York Mellon June 2005 - May 2008
Morgan Keegan November 2000 - June 2005
PaineWebber May 1999 - October 2000
G.X. Clarke June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Brookline High School 1989 — 1993
Fidelity FOREX, Inc March 2009 - Present
Bank of New York Mellon June 2005 - May 2008
Morgan Keegan November 2000 - June 2005
PaineWebber May 1999 - October 2000
G.X. Clarke June 1997 - May 1999
Education
College of the Holy Cross 1993 — 1997
Brookline High School 1989 — 1993
Justin Fanning's Morgan Keegan Experience May 2006 - April 2012
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2012 - Present
Morgan Keegan May 2006 - April 2012
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance and Economic Policy
University of Alabama 2002 — 2006
BS, Finance
Morgan Stanley June 2012 - Present
Morgan Keegan May 2006 - April 2012
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance and Economic Policy
University of Alabama 2002 — 2006
BS, Finance
Suzanne Decker Denzin's Morgan Keegan Experience July 2006 - July 2013
Job Infrastructure Manager at Raymond James Financial
Industry Banking
Experience
Raymond James Financial July 2013 - Present
Morgan Keegan July 2006 - July 2013
Education
The University of Memphis 1978 — 1979
BA, Business
Arkansas State University 1975 — 1978
Bachelor's degree, Marketing
Raymond James Financial July 2013 - Present
Morgan Keegan July 2006 - July 2013
Education
The University of Memphis 1978 — 1979
BA, Business
Arkansas State University 1975 — 1978
Bachelor's degree, Marketing
Lawrence Hufty's Morgan Keegan Experience 2006 - 2009
Job President at Larlin Enterprise, Inc
Industry Financial Services
Experience
The Pagel Group May 2015 - Present
Larlin Enterprise, Inc 2011 - Present
DynaFlow Acceptance, LLC 2010 - 2015
Regions Financial Corporation 2006 - December 2009
Morgan Keegan 2006 - 2009
Smith Barney 2005 - 2006
Legg Mason 1997 - 2005
Merrill Lynch 1982 - 1997
US Navy 1975 - 1982
Skills
Financial Analysis, Program Management, Leadership, Sales Operations, Management, Financial Services, Financial Advisory, Finance, Strategy, Talent Acquisition, Investments, Portfolio Management, Human Resources, Strategic Planning, Wealth Management, Budgets, Marketing, Mergers & Acquisitions, Asset Management, Risk Management, Coaching, Series 7, Team Building
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.), Executive Program with emphasis in Management
Jacksonville University
Bachelor's Degree, Political Science and Naval History
The Pagel Group May 2015 - Present
Larlin Enterprise, Inc 2011 - Present
DynaFlow Acceptance, LLC 2010 - 2015
Regions Financial Corporation 2006 - December 2009
Morgan Keegan 2006 - 2009
Smith Barney 2005 - 2006
Legg Mason 1997 - 2005
Merrill Lynch 1982 - 1997
US Navy 1975 - 1982
Skills
Financial Analysis, Program Management, Leadership, Sales Operations, Management, Financial Services, Financial Advisory, Finance, Strategy, Talent Acquisition, Investments, Portfolio Management, Human Resources, Strategic Planning, Wealth Management, Budgets, Marketing, Mergers & Acquisitions, Asset Management, Risk Management, Coaching, Series 7, Team Building
Education
Baldwin Wallace University
Master of Business Administration (M.B.A.), Executive Program with emphasis in Management
Jacksonville University
Bachelor's Degree, Political Science and Naval History
Minh Chau's Morgan Keegan Experience May 2008 - September 2011
Job Institutional Fixed Income Sales at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. September 2011 - July 2015
Morgan Keegan May 2008 - September 2011
HSBC Securities, USA June 2006 - January 2008
Northwestern Mutual August 2004 - June 2006
Brickmill Marketing March 2003 - July 2004
Skills
Fixed Income, Finance, Investments, Portfolio Management, Series 63, Mutual Funds, Microsoft Office, Wealth Management, Economics, Series 7, Equities, Google Docs, MarketAxess, Financial Analysis, Bloomberg, HTML, CSS
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Plymouth State University 2000 — 2004
Bachelor’s Degree, Political Science, 3.84/4.0 GPA
Raymond James Financial, Inc. September 2011 - July 2015
Morgan Keegan May 2008 - September 2011
HSBC Securities, USA June 2006 - January 2008
Northwestern Mutual August 2004 - June 2006
Brickmill Marketing March 2003 - July 2004
Skills
Fixed Income, Finance, Investments, Portfolio Management, Series 63, Mutual Funds, Microsoft Office, Wealth Management, Economics, Series 7, Equities, Google Docs, MarketAxess, Financial Analysis, Bloomberg, HTML, CSS
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Plymouth State University 2000 — 2004
Bachelor’s Degree, Political Science, 3.84/4.0 GPA
Monique Pressley's Morgan Keegan Experience August 2004 - March 2012
Job Client Service Manager at Legacy Wealth Alliance
Industry Financial Services
Experience
Legacy Wealth Alliance August 2013 - November 2014
Morgan Keegan August 2004 - March 2012
Bank of America, Private Bank March 2004 - August 2004
Banc of America Investments February 2002 - March 2004
Skills
Investments, Finance, Portfolio Management, Analysis, Financial Advisory, Mutual Funds, Management, Retirement, Marketing, Sales, Program Management, Auditing
Education
Appalachian State University 1990 — 1995
BSBA, Finance
Legacy Wealth Alliance August 2013 - November 2014
Morgan Keegan August 2004 - March 2012
Bank of America, Private Bank March 2004 - August 2004
Banc of America Investments February 2002 - March 2004
Skills
Investments, Finance, Portfolio Management, Analysis, Financial Advisory, Mutual Funds, Management, Retirement, Marketing, Sales, Program Management, Auditing
Education
Appalachian State University 1990 — 1995
BSBA, Finance
Lindsay Lingo's Morgan Keegan Experience February 2004 - April 2007
Job Operations Manager at Sowell Management Services
Industry Financial Services
Experience
Sowell Management Services May 2007 - Present
Morgan Keegan February 2004 - April 2007
Skills
Series 7, Mutual Funds, Securities, Series 63, Asset Management, Wealth Management, Investments, Portfolio Management, Asset Allocation, Investment Advisory, Equities, Retirement, Finance, GIPS Verification, RIA Billing, Schwab PortfolioCenter
Education
Arkansas State University 1999 — 2003
BS, Marketing
Sowell Management Services May 2007 - Present
Morgan Keegan February 2004 - April 2007
Skills
Series 7, Mutual Funds, Securities, Series 63, Asset Management, Wealth Management, Investments, Portfolio Management, Asset Allocation, Investment Advisory, Equities, Retirement, Finance, GIPS Verification, RIA Billing, Schwab PortfolioCenter
Education
Arkansas State University 1999 — 2003
BS, Marketing
Aaron Markowitz's Morgan Keegan Experience June 2008 - August 2008
Job Investment Banking Analyst
Industry Investment Banking
Experience
Raymond James Financial, Inc. October 2014 - Present
Memphis Jewish Federation July 2014 - October 2014
Washington College of Law Legal Clinic May 2012 - May 2013
Siskind, Susser PC October 2009 - August 2010
The Israel Project January 2009 - April 2009
Morgan Keegan June 2008 - August 2008
Congressman Steve Cohen (D-TN 9), DC Office January 2008 - May 2008
SNL Financial April 2007 - December 2007
Democratic National Committee August 2006 - December 2006
Gatti, Keltner, Bienvenu, and Montesi Law Firm May 2005 - August 2006
Skills
Legal Research, Research, International Relations, Government, Criminal Law, Legislation, Editing, Immigration Law, Legislative Relations, Legal Writing, Trials
Education
American University, Washington College of Law 2010 — 2013
JD
Georgetown University 2005 — 2009
BA, Government
Raymond James Financial, Inc. October 2014 - Present
Memphis Jewish Federation July 2014 - October 2014
Washington College of Law Legal Clinic May 2012 - May 2013
Siskind, Susser PC October 2009 - August 2010
The Israel Project January 2009 - April 2009
Morgan Keegan June 2008 - August 2008
Congressman Steve Cohen (D-TN 9), DC Office January 2008 - May 2008
SNL Financial April 2007 - December 2007
Democratic National Committee August 2006 - December 2006
Gatti, Keltner, Bienvenu, and Montesi Law Firm May 2005 - August 2006
Skills
Legal Research, Research, International Relations, Government, Criminal Law, Legislation, Editing, Immigration Law, Legislative Relations, Legal Writing, Trials
Education
American University, Washington College of Law 2010 — 2013
JD
Georgetown University 2005 — 2009
BA, Government
Jeffrey Raff's Morgan Keegan Experience September 1994 - April 2008
Job Senior Vice President, Investments at Gilford Securities
Industry Financial Services
Experience
Gilford Securities May 2008 - Present
Producer of Independent Film and Theatre March 2001 - Present
Morgan Keegan September 1994 - April 2008
First Manhattan Co. January 1990 - August 1994
Salomon Brothers March 1984 - December 1989
Coopertex June 1982 - February 1984
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA, Finance
Cornell University 1978 — 1982
Bachelor of Science, Labor Relations
Gilford Securities May 2008 - Present
Producer of Independent Film and Theatre March 2001 - Present
Morgan Keegan September 1994 - April 2008
First Manhattan Co. January 1990 - August 1994
Salomon Brothers March 1984 - December 1989
Coopertex June 1982 - February 1984
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA, Finance
Cornell University 1978 — 1982
Bachelor of Science, Labor Relations
Charly Parsons's Morgan Keegan Experience 2006 - 2006
Job CIO Practice at Leathwaite
Industry Staffing and Recruiting
Experience
Leathwaite January 2011 - Present
Robert Half International March 2008 - January 2011
Morgan Keegan 2006 - 2006
Skills
Executive Search, Recruiting, Management, Financial Services, Investment Banking, Investments, Banking, Hedge Funds, Finance, Capital Markets, Asset Management, Technical Recruiting, Talent Acquisition, Temporary Placement, Fixed Income, Project Management, Sourcing, Asset Managment, Program Management, Business Analysis
Education
Clemson University
BS, Finance, Accounting
Leathwaite January 2011 - Present
Robert Half International March 2008 - January 2011
Morgan Keegan 2006 - 2006
Skills
Executive Search, Recruiting, Management, Financial Services, Investment Banking, Investments, Banking, Hedge Funds, Finance, Capital Markets, Asset Management, Technical Recruiting, Talent Acquisition, Temporary Placement, Fixed Income, Project Management, Sourcing, Asset Managment, Program Management, Business Analysis
Education
Clemson University
BS, Finance, Accounting
Hunter Rodgers's Morgan Keegan Experience May 2005 - March 2006
Job Vice President, Territory Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2015 - Present
MassMutual Financial Group January 2013 - July 2015
The Hartford May 2010 - December 2012
The Hartford May 2007 - May 2010
Cantor Fitzgerald March 2006 - April 2007
Morgan Keegan May 2005 - March 2006
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Investments, Retirement Planning, Asset Managment, Securities, Wealth Management, Retirement, Portfolio Management, 401k, Asset Allocation, Equities, Investment Strategies, Bonds, Investment Advisory, Financial Services, Capital Markets, Qualified Retirement..., Defined Benefit, Variable Annuities, Profit Sharing
Education
Christian Brothers University School of Business 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning and Services
University of Tennessee-Knoxville 2001 — 2005
BS, Finance
American Century Investments July 2015 - Present
MassMutual Financial Group January 2013 - July 2015
The Hartford May 2010 - December 2012
The Hartford May 2007 - May 2010
Cantor Fitzgerald March 2006 - April 2007
Morgan Keegan May 2005 - March 2006
Skills
Series 7, Mutual Funds, Fixed Income, Series 63, Investments, Retirement Planning, Asset Managment, Securities, Wealth Management, Retirement, Portfolio Management, 401k, Asset Allocation, Equities, Investment Strategies, Bonds, Investment Advisory, Financial Services, Capital Markets, Qualified Retirement..., Defined Benefit, Variable Annuities, Profit Sharing
Education
Christian Brothers University School of Business 2008 — 2009
Executive Certificate in Financial Planning, Financial Planning and Services
University of Tennessee-Knoxville 2001 — 2005
BS, Finance
Ann Munyaka's Morgan Keegan Experience June 2010 - August 2010
Job Statistical/Budget Analyst at GEICO
Industry Insurance
Experience
GEICO January 2015 - Present
Equifax March 2012 - December 2014
Aldridge Connors, LLP July 2011 - March 2012
Crawford & Company 2009 - 2011
Morgan Keegan June 2010 - August 2010
Skills
Financial Analysis, Business Analysis, Financial Management, Research, Business Strategy, Microsoft Excel, Finance, Microsoft Office, Analysis, PowerPoint, Process Improvement, Outlook, Visio, Project Management, Accounting, Data Analysis, Team Leadership, Accounts Receivable, Managerial Finance, Management, Teamwork, Access, Sales
Education
Georgia State University 2012 — 2015
Master's Degree, Public finance Policy
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
BBA, Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
BBA, Business Economics
Augusta State University 2007 — 2009
GEICO January 2015 - Present
Equifax March 2012 - December 2014
Aldridge Connors, LLP July 2011 - March 2012
Crawford & Company 2009 - 2011
Morgan Keegan June 2010 - August 2010
Skills
Financial Analysis, Business Analysis, Financial Management, Research, Business Strategy, Microsoft Excel, Finance, Microsoft Office, Analysis, PowerPoint, Process Improvement, Outlook, Visio, Project Management, Accounting, Data Analysis, Team Leadership, Accounts Receivable, Managerial Finance, Management, Teamwork, Access, Sales
Education
Georgia State University 2012 — 2015
Master's Degree, Public finance Policy
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
BBA, Finance
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
BBA, Business Economics
Augusta State University 2007 — 2009
Toni Hackett Antrum's Morgan Keegan Experience January 2008 - December 2008
Job President, The Hackett Group
Industry Investment Management
Experience
THE HACKETT GROUP September 2010 - Present
Good Work Network January 2009 - January 2010
Morgan Keegan January 2008 - December 2008
Merrill Lynch May 2005 - January 2008
East Athens Development Corporation April 2002 - May 2005
University of Georgia Small Business Development Center February 1998 - June 2002
The Washington Hackett Company January 1988 - September 1998
Great Western Financial Services, Inc. December 1986 - March 1988
Howard Weil January 1981 - March 1986
Skills
Investments, Asset Allocation, Portfolio Management, Entrepreneurship, Consulting, University Teaching, Pension Funds, Strategic Financial..., Wealth, Small Business, Discipleship Training
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Harvard University 1973 — 1977
BA cum laude, Government
Ursuline Academy, New Orleans 1967 — 1973
HS, Music
THE HACKETT GROUP September 2010 - Present
Good Work Network January 2009 - January 2010
Morgan Keegan January 2008 - December 2008
Merrill Lynch May 2005 - January 2008
East Athens Development Corporation April 2002 - May 2005
University of Georgia Small Business Development Center February 1998 - June 2002
The Washington Hackett Company January 1988 - September 1998
Great Western Financial Services, Inc. December 1986 - March 1988
Howard Weil January 1981 - March 1986
Skills
Investments, Asset Allocation, Portfolio Management, Entrepreneurship, Consulting, University Teaching, Pension Funds, Strategic Financial..., Wealth, Small Business, Discipleship Training
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
Harvard University 1973 — 1977
BA cum laude, Government
Ursuline Academy, New Orleans 1967 — 1973
HS, Music
Amy Jeanette Martin's Morgan Keegan Experience August 2008 - July 2009
Job Legal/Financial Compliance Professional
Industry Legal Services
Experience
5 Point Enterprises, LLC/ New Horizons Computer Learning Centers December 2011 - April 2014
RiverStone Wealth Management September 2010 - June 2011
Morgan Keegan August 2008 - July 2009
Law Offices of Ross Gelfand July 2007 - January 2008
Stewart & Associates January 2006 - February 2007
Skills
Courts, Legal Research, Management, Securities, Mediation, Microsoft Excel, Insurance, Microsoft Word, Administrative..., Customer Service, Microsoft Office, Human Resources, Government, Marketing, Public Speaking, Policy
Education
Mississippi College School of Law 1999 — 2002
JD, Law
Auburn University 1994 — 1997
BA, Political Science
5 Point Enterprises, LLC/ New Horizons Computer Learning Centers December 2011 - April 2014
RiverStone Wealth Management September 2010 - June 2011
Morgan Keegan August 2008 - July 2009
Law Offices of Ross Gelfand July 2007 - January 2008
Stewart & Associates January 2006 - February 2007
Skills
Courts, Legal Research, Management, Securities, Mediation, Microsoft Excel, Insurance, Microsoft Word, Administrative..., Customer Service, Microsoft Office, Human Resources, Government, Marketing, Public Speaking, Policy
Education
Mississippi College School of Law 1999 — 2002
JD, Law
Auburn University 1994 — 1997
BA, Political Science
Benji Clemmer's Morgan Keegan Experience August 2005 - April 2009
Job Legal / Tax Analyst at Bristol Bay Resource Solutions
Industry Law Practice
Experience
Bristol Bay Resource Solutions LLC December 2013 - February 2015
Hadden Law Firm January 2012 - May 2012
LOWES Inc October 2009 - August 2010
Morgan Keegan August 2005 - April 2009
Morgan Stanley January 2001 - August 2005
AmSouth Bank May 1999 - August 1999
Skills
Estate Planning, Series 7, Commercial Litigation, Investments, Courts, Public Speaking, Westlaw, Finance, Sales, Analysis, Strategic Financial..., Management, Trials, Portfolio Management, Alternative Dispute..., Pleadings, Contract Negotiation, Insurance, Civil Litigation, Legal Writing, Legal Research, Policy, Negotiation
Education
Charleston School of Law 2010 — 2013
Juris Doctor
Haslam College of Business at the University of Tennessee 1996 — 2001
Bachelors, Logistics & Transportation
Dobyns Bennett 1993 — 1996
Bristol Bay Resource Solutions LLC December 2013 - February 2015
Hadden Law Firm January 2012 - May 2012
LOWES Inc October 2009 - August 2010
Morgan Keegan August 2005 - April 2009
Morgan Stanley January 2001 - August 2005
AmSouth Bank May 1999 - August 1999
Skills
Estate Planning, Series 7, Commercial Litigation, Investments, Courts, Public Speaking, Westlaw, Finance, Sales, Analysis, Strategic Financial..., Management, Trials, Portfolio Management, Alternative Dispute..., Pleadings, Contract Negotiation, Insurance, Civil Litigation, Legal Writing, Legal Research, Policy, Negotiation
Education
Charleston School of Law 2010 — 2013
Juris Doctor
Haslam College of Business at the University of Tennessee 1996 — 2001
Bachelors, Logistics & Transportation
Dobyns Bennett 1993 — 1996
C. Patrick McCarty, III, CFP®'s Morgan Keegan Experience November 2007 - December 2012
Job Director Centralized Financial Security at Northwestern Mutual Memphis
Industry Financial Services
Experience
Raymond James Financial Inc. December 2012 - June 2013
Morgan Keegan November 2007 - December 2012
Morgan Keegan 2005 - 2007
Morgan Keegan 2000 - 2005
Morgan Keegan 1996 - 2000
American Greetings 1993 - 1996
American Greetings 1991 - 1993
American Greetings 1988 - 1991
Skills
Wealth Management, Securities, Series 7, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Financial Advisory, Business Development, Practice Management, Strategic Financial..., Series 66, Asset Management, Estate Planning, Financial Analysis, Financial Modeling, Uniform Combined State..., FINRA, Mergers & Acquisitions, Investment Management, Wealth Management..., Series 63, Fixed Income, Investment Strategies
Education
Christian Brothers University 2007 — 2008
Certificate, Finanical Planning
Arkansas State University 1984 — 1988
Bachelor, Business Adminsistration
University of Arkansas 1983 — 1984
Raymond James Financial Inc. December 2012 - June 2013
Morgan Keegan November 2007 - December 2012
Morgan Keegan 2005 - 2007
Morgan Keegan 2000 - 2005
Morgan Keegan 1996 - 2000
American Greetings 1993 - 1996
American Greetings 1991 - 1993
American Greetings 1988 - 1991
Skills
Wealth Management, Securities, Series 7, Retirement Planning, Investments, Mutual Funds, Equities, Portfolio Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement, Financial Advisory, Business Development, Practice Management, Strategic Financial..., Series 66, Asset Management, Estate Planning, Financial Analysis, Financial Modeling, Uniform Combined State..., FINRA, Mergers & Acquisitions, Investment Management, Wealth Management..., Series 63, Fixed Income, Investment Strategies
Education
Christian Brothers University 2007 — 2008
Certificate, Finanical Planning
Arkansas State University 1984 — 1988
Bachelor, Business Adminsistration
University of Arkansas 1983 — 1984
Cecile Fang, CIPM's Morgan Keegan Experience September 2004 - April 2005
Job Performance Analyst at AGF Management Limited
Industry Investment Management
Experience
AGF Management Limited July 2014 - Present
AGF Management Limited April 2005 - July 2014
Morgan Keegan September 2004 - April 2005
L'Oreal China 1998 - 2002
Skills
Investments, Bloomberg, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Asset Management, Alternative Investments, Investment Management, Wealth Management, ETFs, Fixed Income, Hedge Funds, Financial Services, Securities
Education
Beijing Foreign Studies University
Bachelor of Arts (B.A.)
AGF Management Limited July 2014 - Present
AGF Management Limited April 2005 - July 2014
Morgan Keegan September 2004 - April 2005
L'Oreal China 1998 - 2002
Skills
Investments, Bloomberg, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Asset Management, Alternative Investments, Investment Management, Wealth Management, ETFs, Fixed Income, Hedge Funds, Financial Services, Securities
Education
Beijing Foreign Studies University
Bachelor of Arts (B.A.)
Sherry Lovelady's Morgan Keegan Experience November 1999 - March 2012
Job Manager Micro Applications Implementation at Methodist Le Bonheur Healthcare
Industry Hospital & Health Care
Experience
Methodist Le Bonheur Healthcare March 2014 - Present
Eye Specialty Group March 2012 - December 2013
Morgan Keegan November 1999 - March 2012
ADESA May 1996 - November 1999
Skills
Active Directory, Windows Server, Data Center, SharePoint, Windows 7, Microsoft Exchange, VMware, Troubleshooting, System Administration, Security, Servers, Networking, Citrix, Information Technology, Network Administration, Dell PowerEdge Servers, Process Improvement, Vendor Management, Microsoft Office, Virtualization, DHCP, IT Strategy, Asset Management, Windows XP, Computer Hardware, Project Management, Asset Managment, Staff Management, Budgeting, Mergers, Purchasing, Hiring and Retention, Contract Negotiation, Staff Development, Knowledge Management, Team Leadership, Performance Metrics, Vendor Relationships, Budgets, Mergers, Management, Disaster Recovery, Leadership, Visio, System Deployment, Training
Education
Arkansas State University 2001 — 2003
Master of Business Administration (M.B.A.), Business
Arkansas State University 1993 — 1996
Bachelor of Science (B.S.), Computer Information Systems / Management Information Systems
Methodist Le Bonheur Healthcare March 2014 - Present
Eye Specialty Group March 2012 - December 2013
Morgan Keegan November 1999 - March 2012
ADESA May 1996 - November 1999
Skills
Active Directory, Windows Server, Data Center, SharePoint, Windows 7, Microsoft Exchange, VMware, Troubleshooting, System Administration, Security, Servers, Networking, Citrix, Information Technology, Network Administration, Dell PowerEdge Servers, Process Improvement, Vendor Management, Microsoft Office, Virtualization, DHCP, IT Strategy, Asset Management, Windows XP, Computer Hardware, Project Management, Asset Managment, Staff Management, Budgeting, Mergers, Purchasing, Hiring and Retention, Contract Negotiation, Staff Development, Knowledge Management, Team Leadership, Performance Metrics, Vendor Relationships, Budgets, Mergers, Management, Disaster Recovery, Leadership, Visio, System Deployment, Training
Education
Arkansas State University 2001 — 2003
Master of Business Administration (M.B.A.), Business
Arkansas State University 1993 — 1996
Bachelor of Science (B.S.), Computer Information Systems / Management Information Systems
Rob Crisci's Morgan Keegan Experience April 2010 - April 2012
Job Vice President, Finance and Investor Relations at Roper Technologies
Industry Executive Office
Experience
Roper Technologies, Inc. April 2013 - Present
VRA Partners, LLC April 2012 - April 2013
Morgan Keegan April 2010 - April 2012
Devon Value Advisers June 2004 - January 2009
Deutsche Bank Securities June 2003 - August 2003
Devon Value Advisers December 1999 - June 2002
Deloitte & Touche September 1997 - December 1999
Skills
Private Equity, Valuation, Mergers, Investment Banking, Equities, Strategy, Hedge Funds, Divestitures, Business Strategy, Acquisitions, Capital Raising, Recapitalizations, Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, LBO, Due Diligence, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Management
Princeton University 1993 — 1997
AB, Economics
Roper Technologies, Inc. April 2013 - Present
VRA Partners, LLC April 2012 - April 2013
Morgan Keegan April 2010 - April 2012
Devon Value Advisers June 2004 - January 2009
Deutsche Bank Securities June 2003 - August 2003
Devon Value Advisers December 1999 - June 2002
Deloitte & Touche September 1997 - December 1999
Skills
Private Equity, Valuation, Mergers, Investment Banking, Equities, Strategy, Hedge Funds, Divestitures, Business Strategy, Acquisitions, Capital Raising, Recapitalizations, Financial Modeling, Corporate Finance, Capital Markets, Financial Analysis, LBO, Due Diligence, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Management
Princeton University 1993 — 1997
AB, Economics
Diana Katz, CFA's Morgan Keegan Experience August 2006 - January 2008
Job Equity Research Analyst
Industry Research
Experience
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Lebenthal February 2014 - Present
Lazard Capital Markets March 2008 - December 2012
Morgan Keegan August 2006 - January 2008
Jefferies & Company September 2005 - August 2006
Standard & Poor's Corporate Value Consulting February 2004 - April 2005
Standard & Poor's July 2001 - January 2004
Skills
Equity Research, Equity Valuation, Fundamental Analysis, Communication, Market Research, Financial Statement..., Financial Modeling, Retail, Valuation, Apparel, Private Equity, Equities, Investments, Finance, Analysis, Footwear, Bloomberg, Corporate Finance, Asset Management, Capital Markets, Portfolio Management, Hedge Funds
Education
Brown University 1997 — 2001
BA, With Honors
Jan Wald's Morgan Keegan Experience March 2011 - 2012
Job Managing Director at The Benchmark Company
Industry Medical Devices
Experience
The Benchmark Company July 2013 - Present
Cardialysis January 2009 - Present
Morgan Keegan March 2011 - 2012
The Stanford Group July 2007 - April 2009
A.G. Edwards & Sons, Inc. 2000 - 2008
A.G. Edwards 2000 - 2008
Guidant 1991 - 1998
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Series 63, Clinical Trial..., Investment Analysis, Competitive Analysis, Market Analysis, Valuation, Clinical Research, Healthcare, R&D, Medical Devices, Clinical Trials, Cardiology, Orthopedic, FDA, Neurology, Commercialization, Due Diligence, Biotechnology, Venture Capital
Education
Brandeis University
PhD, Philosophy
Northeastern University
Bachelor of Arts (B.A.), Philosophy
University of Minnesota-Twin Cities
Post Doctoral
University of Saint Thomas - School of Business
MBA, Finance
The Benchmark Company July 2013 - Present
Cardialysis January 2009 - Present
Morgan Keegan March 2011 - 2012
The Stanford Group July 2007 - April 2009
A.G. Edwards & Sons, Inc. 2000 - 2008
A.G. Edwards 2000 - 2008
Guidant 1991 - 1998
Skills
Equity Research, Hedge Funds, Portfolio Management, Series 7, Series 63, Clinical Trial..., Investment Analysis, Competitive Analysis, Market Analysis, Valuation, Clinical Research, Healthcare, R&D, Medical Devices, Clinical Trials, Cardiology, Orthopedic, FDA, Neurology, Commercialization, Due Diligence, Biotechnology, Venture Capital
Education
Brandeis University
PhD, Philosophy
Northeastern University
Bachelor of Arts (B.A.), Philosophy
University of Minnesota-Twin Cities
Post Doctoral
University of Saint Thomas - School of Business
MBA, Finance
Matthew Kebel's Morgan Keegan Experience April 2011 - April 2012
Job Vice President at Teneo Capital
Industry Investment Banking
Experience
Teneo Capital August 2015 - Present
Pacific Crest Securities April 2012 - June 2015
Morgan Keegan April 2011 - April 2012
JP Morgan Chase June 2010 - April 2011
Duff & Phelps January 2009 - June 2010
Duff & Phelps 2006 - 2009
Skills
Investment Banking, Technology Sector, Middle Market, Mergers & Acquisitions, Private Placements, Private Equity, Buyouts, Management Buyouts, M&A Experience, M&A Execution, Deal Execution, Company Acquisitions, Financial Modeling, Financial Analysis, Financial Projections, LBO, DCF, Valuation, Business Valuation, Comps, Accounting, Financial Reporting, Due Diligence, Industry Research, Technology Companies, SaaS, Enterprise Software, Digital Media, Technology Services, Financial Technology, Microsoft Office, Excel, PowerPoint, Word, Bloomberg, Salesforce.com, Mergers
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance & Accounting, Magna Cum Laude
Teneo Capital August 2015 - Present
Pacific Crest Securities April 2012 - June 2015
Morgan Keegan April 2011 - April 2012
JP Morgan Chase June 2010 - April 2011
Duff & Phelps January 2009 - June 2010
Duff & Phelps 2006 - 2009
Skills
Investment Banking, Technology Sector, Middle Market, Mergers & Acquisitions, Private Placements, Private Equity, Buyouts, Management Buyouts, M&A Experience, M&A Execution, Deal Execution, Company Acquisitions, Financial Modeling, Financial Analysis, Financial Projections, LBO, DCF, Valuation, Business Valuation, Comps, Accounting, Financial Reporting, Due Diligence, Industry Research, Technology Companies, SaaS, Enterprise Software, Digital Media, Technology Services, Financial Technology, Microsoft Office, Excel, PowerPoint, Word, Bloomberg, Salesforce.com, Mergers
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance & Accounting, Magna Cum Laude
Soni Mullen's Morgan Keegan Experience 2004 - 2007
Job Corporate Trust at Regions Bank
Industry Financial Services
Experience
Regions Bank August 2012 - Present
The National Bank of Indianapolis June 2010 - August 2012
Morgan Keegan 2004 - 2007
Charles Schwab 2000 - 2001
Education
Ball State University 1984 — 1988
Bachelors, Pre-Law/Political Science
Regions Bank August 2012 - Present
The National Bank of Indianapolis June 2010 - August 2012
Morgan Keegan 2004 - 2007
Charles Schwab 2000 - 2001
Education
Ball State University 1984 — 1988
Bachelors, Pre-Law/Political Science
Dave Meagher's Morgan Keegan Experience 2008 - May 2012
Job Managing Director at Brentwood Capital Advisors
Industry Financial Services
Experience
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Brentwood Capital Advisors June 2014 - Present
Duncan Williams, Inc May 2012 - June 2014
Morgan Keegan 2008 - May 2012
SunTrust Robinson Humphrey 2006 - 2008
Canaccord Adams 2003 - 2008
Skills
Equity Research, Investment Banking, Corporate Development, Private Equity, Valuation, Financial Modeling, Business Valuation, Corporate Finance, Venture Capital, Capital Markets, Mergers, Due Diligence, Mergers & Acquisitions, Acquisition Integration, Executive Management
Education
College of the Holy Cross 1989 — 1993
BA, History
Roxbury Latin
Shannon Doyle's Morgan Keegan Experience January 2011 - April 2012
Job Graphics Specialist
Industry Graphic Design
Experience
Parthenon-EY June 2015 - Present
Shannon Doyle Design April 2012 - Present
Bain & Company November 2013 - June 2015
State Street September 2012 - November 2013
Morgan Keegan January 2011 - April 2012
Pernod Ricard August 2010 - February 2012
Bed Bath & Beyond March 2007 - May 2011
American Cancer Society February 2010 - July 2010
Skills
Graphic Design, Adobe Creative Suite, InDesign, Illustrator, PowerPoint, Adobe Acrobat, Typography, Layout, Photoshop, Photography, Mac, Graphics, Editing, Advertising, Dreamweaver, Email Marketing
Education
New England Institute of Art 2007 — 2010
Bachelor of Science, Graphic Design
Art Institute of Pittsburgh 2007 — 2009
Bachelor's of Science, Graphic Design
Parthenon-EY June 2015 - Present
Shannon Doyle Design April 2012 - Present
Bain & Company November 2013 - June 2015
State Street September 2012 - November 2013
Morgan Keegan January 2011 - April 2012
Pernod Ricard August 2010 - February 2012
Bed Bath & Beyond March 2007 - May 2011
American Cancer Society February 2010 - July 2010
Skills
Graphic Design, Adobe Creative Suite, InDesign, Illustrator, PowerPoint, Adobe Acrobat, Typography, Layout, Photoshop, Photography, Mac, Graphics, Editing, Advertising, Dreamweaver, Email Marketing
Education
New England Institute of Art 2007 — 2010
Bachelor of Science, Graphic Design
Art Institute of Pittsburgh 2007 — 2009
Bachelor's of Science, Graphic Design
Danny Servick's Morgan Keegan Experience June 1995 - October 2003
Job CEO at Pro One Sports Management, Inc.
Industry
Experience
Pro One Sports Management, Inc. November 2003 - Present
Morgan Keegan June 1995 - October 2003
Skills
Business Strategy, Coaching, Event Management, Fundraising, Marketing, Strategic Planning, Sports Marketing, Sports Management, Team Building, Wealth Management, Leadership, Investments, Motivational Speaking
Education
Birmingham-Southern College
Bachelor of Science, Business Administration and Management, General
Pro One Sports Management, Inc. November 2003 - Present
Morgan Keegan June 1995 - October 2003
Skills
Business Strategy, Coaching, Event Management, Fundraising, Marketing, Strategic Planning, Sports Marketing, Sports Management, Team Building, Wealth Management, Leadership, Investments, Motivational Speaking
Education
Birmingham-Southern College
Bachelor of Science, Business Administration and Management, General
Linda Wolverton's Morgan Keegan Experience 1983 - 1983
Job Director of Finance at Public Employee's Retirement System of Mississippi
Industry Accounting
Experience
Public Employee's Retirement System of Mississippi May 1983 - Present
Morgan Keegan 1983 - 1983
Merrill Lynch 1980 - 1982
Skills
Microsoft Word, Microsoft Office, Financial Analysis, Financial Reporting, Accounting, Training
Education
Belhaven College 1991 — 1993
Bachelor of Science (BS), Computer Science
Mississippi College 1980 — 1982
BSBA, Accounting
University of Mississippi
Public Employee's Retirement System of Mississippi May 1983 - Present
Morgan Keegan 1983 - 1983
Merrill Lynch 1980 - 1982
Skills
Microsoft Word, Microsoft Office, Financial Analysis, Financial Reporting, Accounting, Training
Education
Belhaven College 1991 — 1993
Bachelor of Science (BS), Computer Science
Mississippi College 1980 — 1982
BSBA, Accounting
University of Mississippi
David Munns's Morgan Keegan Experience August 2010 - March 2012
Job IT Manager at National Guard Products, Inc.
Industry Information Technology and Services
Experience
National Guard Products, Inc. March 2012 - Present
Morgan Keegan August 2010 - March 2012
Cornerstone Systems August 2004 - July 2010
Mallory Alexander International Logistics August 1994 - July 2004
Skills
RPG, CLP, RPG III, Crystal Reports, Microsoft SQL Server, IBM iSeries, RPG II, FTP, Stored Procedures, Embedded SQL, EDI, Access
Education
Southwest Tennessee Community College 1992 — 1992
Information Technology
Christian Brothers University 1988 — 1990
Electrical Engineering Technologies/Technicians
National Guard Products, Inc. March 2012 - Present
Morgan Keegan August 2010 - March 2012
Cornerstone Systems August 2004 - July 2010
Mallory Alexander International Logistics August 1994 - July 2004
Skills
RPG, CLP, RPG III, Crystal Reports, Microsoft SQL Server, IBM iSeries, RPG II, FTP, Stored Procedures, Embedded SQL, EDI, Access
Education
Southwest Tennessee Community College 1992 — 1992
Information Technology
Christian Brothers University 1988 — 1990
Electrical Engineering Technologies/Technicians
Kathrine Hayes's Morgan Keegan Experience 1999 - 2001
Job Senior Project Manager at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade October 2010 - January 2013
Scottrade March 2010 - October 2010
Computer Research, Inc. January 2008 - March 2010
Computer Research, Inc. March 2006 - January 2008
Morgan Keegan 1999 - 2001
Merrill Lynch September 1998 - September 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Software Development, Data Center, SDLC, Requirements Analysis, Process Improvement, Visio, PMO, Risk Management, Vendor Management, SharePoint, PMP, SQL, Software Project..., Project Management, Agile Methodologies, MS Project, ITIL, Analysis, Quality Assurance, Microsoft Project, Project Portfolio..., Requirements Gathering, Software Documentation
Education
Texas A&M University 1994 — 1998
Bachelor of Science (BS), Sociology
Blinn College 1992 — 1994
Scottrade January 2013 - Present
Scottrade October 2010 - January 2013
Scottrade March 2010 - October 2010
Computer Research, Inc. January 2008 - March 2010
Computer Research, Inc. March 2006 - January 2008
Morgan Keegan 1999 - 2001
Merrill Lynch September 1998 - September 1999
Merrill Lynch 1996 - 1997
Skills
Business Analysis, Software Development, Data Center, SDLC, Requirements Analysis, Process Improvement, Visio, PMO, Risk Management, Vendor Management, SharePoint, PMP, SQL, Software Project..., Project Management, Agile Methodologies, MS Project, ITIL, Analysis, Quality Assurance, Microsoft Project, Project Portfolio..., Requirements Gathering, Software Documentation
Education
Texas A&M University 1994 — 1998
Bachelor of Science (BS), Sociology
Blinn College 1992 — 1994
Patrick Keegan's Morgan Keegan Experience February 2011 - January 2013
Job Complex Director at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Morgan Keegan February 2011 - January 2013
Smith Barney February 2004 - February 2011
Smith Barney January 2006 - December 2007
Smith Barney March 2000 - February 2004
Smith Barney August 1999 - March 2000
Smith Barney August 1997 - August 1999
Merrill Lynch January 1991 - August 1997
New York Life Insurance Company January 1990 - January 1991
Education
Bryant University 1985 — 1989
BS, Finance
Ameriprise Financial Services, Inc. April 2013 - Present
Morgan Keegan February 2011 - January 2013
Smith Barney February 2004 - February 2011
Smith Barney January 2006 - December 2007
Smith Barney March 2000 - February 2004
Smith Barney August 1999 - March 2000
Smith Barney August 1997 - August 1999
Merrill Lynch January 1991 - August 1997
New York Life Insurance Company January 1990 - January 1991
Education
Bryant University 1985 — 1989
BS, Finance
Holly Trowbridge's Morgan Keegan Experience 1994 - January 2013
Job Payroll and Accounting Specialist at EnSafe
Industry Accounting
Experience
EnSafe February 2015 - Present
Raymond James Financial Inc. February 2013 - February 2015
Morgan Keegan 1994 - January 2013
Morgan Keegan 1986 - 1994
Skills
Microsoft Excel, Customer Service, Accounting, Vendor Management, Human Resources, Microsoft Office, Process Improvement, Outlook, Recruiting, Payroll, Employment Law, Leadership, Finance, Banking, Analysis
Education
Christian Brothers University 1987 — 1991
Bachelor of Science, Marketing
EnSafe February 2015 - Present
Raymond James Financial Inc. February 2013 - February 2015
Morgan Keegan 1994 - January 2013
Morgan Keegan 1986 - 1994
Skills
Microsoft Excel, Customer Service, Accounting, Vendor Management, Human Resources, Microsoft Office, Process Improvement, Outlook, Recruiting, Payroll, Employment Law, Leadership, Finance, Banking, Analysis
Education
Christian Brothers University 1987 — 1991
Bachelor of Science, Marketing
John Threadgill's Morgan Keegan Experience January 1996 - September 2011
Job IT Management Consultant
Industry Information Technology and Services
Experience
JDT Consulting September 2011 - Present
Morgan Keegan January 1996 - September 2011
MFS Datanet April 1995 - December 1995
Andersen Consulting April 1992 - March 1995
Perot Systems April 1991 - April 1992
NCNB of Florida / NationsBank June 1988 - April 1991
Skills
IT Strategy, Vendor Management, IT Management, Disaster Recovery, Data Center, Networking, Process Improvement, Security, Strategic Planning, Leadership, Business Analysis, Business Strategy, Virtualization, Business Continuity, Storage, Network Architecture, Cloud Computing, Financial Services, Storage Area Networks, Active Directory, Contract Negotiation, Integration, Network Security, ITIL, System Deployment, IT Enabled Business..., Business Alignment, Organization..., Senior Executive...
Education
Christian Brothers University 1983 — 1988
Bachelor of Science, Electrical Engineering
JDT Consulting September 2011 - Present
Morgan Keegan January 1996 - September 2011
MFS Datanet April 1995 - December 1995
Andersen Consulting April 1992 - March 1995
Perot Systems April 1991 - April 1992
NCNB of Florida / NationsBank June 1988 - April 1991
Skills
IT Strategy, Vendor Management, IT Management, Disaster Recovery, Data Center, Networking, Process Improvement, Security, Strategic Planning, Leadership, Business Analysis, Business Strategy, Virtualization, Business Continuity, Storage, Network Architecture, Cloud Computing, Financial Services, Storage Area Networks, Active Directory, Contract Negotiation, Integration, Network Security, ITIL, System Deployment, IT Enabled Business..., Business Alignment, Organization..., Senior Executive...
Education
Christian Brothers University 1983 — 1988
Bachelor of Science, Electrical Engineering
Ayesha Ghaffar's Morgan Keegan Experience June 2011 - August 2011
Job Senior Analyst
Industry Computer Software
Experience
Flash Volunteer June 2014 - Present
Microsoft August 2013 - Present
Belmont Enactus (formerly known as SIFE) April 2011 - Present
PhilanthroTeach November 2010 - Present
Pharos Capital Group June 2012 - December 2012
Courage Capital Management October 2011 - May 2012
Morgan Keegan June 2011 - August 2011
Avondale Partners 2010 - 2011
HCA June 2010 - August 2010
Wilco Tutoring September 2008 - May 2010
Skills
Entrepreneurship, Financial Modeling, Investment Banking, Financial Analysis, Market Research, User Experience Design, Microsoft SQL Server, Sales Compensation, Investments, Research, Finance, Valuation, Leadership, Equity Research, Public Speaking, Non-profits, Business Analysis, Business Development, Spanish, Financial Accounting, Social Media, Accounting, Business Planning, Analytics, Management, Corporate Finance, Data Analysis, Predictive Analytics, Strategic Financial..., Database Design, Compensation Strategies, Private Equity, Due Diligence, Economics, Venture Capital, Equities, Start-ups, Asset Management
Education
Belmont University 2009 — 2013
Bachelors of Business Administration, Double Major Finance & Accounting; Minor in Applied Mathematics for Finance, Summa Cum Laude
Flash Volunteer June 2014 - Present
Microsoft August 2013 - Present
Belmont Enactus (formerly known as SIFE) April 2011 - Present
PhilanthroTeach November 2010 - Present
Pharos Capital Group June 2012 - December 2012
Courage Capital Management October 2011 - May 2012
Morgan Keegan June 2011 - August 2011
Avondale Partners 2010 - 2011
HCA June 2010 - August 2010
Wilco Tutoring September 2008 - May 2010
Skills
Entrepreneurship, Financial Modeling, Investment Banking, Financial Analysis, Market Research, User Experience Design, Microsoft SQL Server, Sales Compensation, Investments, Research, Finance, Valuation, Leadership, Equity Research, Public Speaking, Non-profits, Business Analysis, Business Development, Spanish, Financial Accounting, Social Media, Accounting, Business Planning, Analytics, Management, Corporate Finance, Data Analysis, Predictive Analytics, Strategic Financial..., Database Design, Compensation Strategies, Private Equity, Due Diligence, Economics, Venture Capital, Equities, Start-ups, Asset Management
Education
Belmont University 2009 — 2013
Bachelors of Business Administration, Double Major Finance & Accounting; Minor in Applied Mathematics for Finance, Summa Cum Laude
Michael Riccione's Morgan Keegan Experience June 2011 - August 2011
Job Investment Banking Analyst
Industry Financial Services
Experience
Macquarie Group August 2012 - Present
Morgan Keegan June 2011 - August 2011
Bank of America Merill Lynch April 2011 - May 2011
Skills
Financial Modeling, Bloomberg, Valuation, Investments, Financial Analysis, Series 7, Corporate Finance, Fixed Income, Microsoft Excel, Capital IQ, Due Diligence, Hedge Funds
Education
Colgate University 2008 — 2012
Bachelor's degree, Double Major: Mathematics & Economics
Macquarie Group August 2012 - Present
Morgan Keegan June 2011 - August 2011
Bank of America Merill Lynch April 2011 - May 2011
Skills
Financial Modeling, Bloomberg, Valuation, Investments, Financial Analysis, Series 7, Corporate Finance, Fixed Income, Microsoft Excel, Capital IQ, Due Diligence, Hedge Funds
Education
Colgate University 2008 — 2012
Bachelor's degree, Double Major: Mathematics & Economics
Matt Celin's Morgan Keegan Experience June 2010 - August 2010
Job Associate at Incline Equity Partners
Industry Investment Banking
Experience
Incline Equity Partners January 2015 - Present
Craig-Hallum Capital Group June 2011 - December 2014
Morgan Keegan June 2010 - August 2010
Education
College of the Holy Cross 2007 — 2011
B.A., Economics
Incline Equity Partners January 2015 - Present
Craig-Hallum Capital Group June 2011 - December 2014
Morgan Keegan June 2010 - August 2010
Education
College of the Holy Cross 2007 — 2011
B.A., Economics
Chris Foy's Morgan Keegan Experience January 2004 - March 2005
Job DIRECTOR at Bostonia Global Securities, LLC
Industry Financial Services
Experience
Bostonia Global Securities, LLC January 2008 - Present
Bank of America March 2005 - May 2007
Morgan Keegan January 2004 - March 2005
Deutsche Bank March 2000 - July 2003
Bank of America October 1995 - March 2000
Skills
Derivatives, Equities, Financial Services, Portfolio Management, Structured Finance, Wealth Management, Fixed Income, Finance, Investment Banking, Asset Management, Valuation, Capital Markets, Investments, Management, Leadership
Education
Boston College 1983 — 1986
Master of Business Administration (MBA), Finance
Boston College 1977 — 1981
Bachelor of Science (BS), Marketing
Bostonia Global Securities, LLC January 2008 - Present
Bank of America March 2005 - May 2007
Morgan Keegan January 2004 - March 2005
Deutsche Bank March 2000 - July 2003
Bank of America October 1995 - March 2000
Skills
Derivatives, Equities, Financial Services, Portfolio Management, Structured Finance, Wealth Management, Fixed Income, Finance, Investment Banking, Asset Management, Valuation, Capital Markets, Investments, Management, Leadership
Education
Boston College 1983 — 1986
Master of Business Administration (MBA), Finance
Boston College 1977 — 1981
Bachelor of Science (BS), Marketing
Clayton Wilson's Morgan Keegan Experience July 2010 - March 2012
Job Vice President Health Care Investment Banking at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan July 2010 - March 2012
Shattuck Hammond Partners July 2007 - June 2010
Education
Albion College 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan July 2010 - March 2012
Shattuck Hammond Partners July 2007 - June 2010
Education
Albion College 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management
Colin H. Kirkby AAMS's Morgan Keegan Experience December 2003 - February 2013
Job Financial Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan December 2003 - February 2013
Skills
Personal Financial..., Investment Management, Estate Planning, Charitable Gift Planning, Employee Stock Options, Series 7, Series 66, Series 31, Investment Strategies
Education
Auburn University
Bachelor of Arts (B.A.), Political Science
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan December 2003 - February 2013
Skills
Personal Financial..., Investment Management, Estate Planning, Charitable Gift Planning, Employee Stock Options, Series 7, Series 66, Series 31, Investment Strategies
Education
Auburn University
Bachelor of Arts (B.A.), Political Science
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation