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
James M. Harris, III James M. Harris, III's Morgan Keegan Experience 2001 - 2004
Job Financial Advisor at Wells Fargo Advisors, LLC, Senior Vice President Investments
Industry Financial Services
Experience
The Harris Financial Strategies Group of Wells Fargo Advisors, LLC September 2014 - Present
Merrill Lynch 2004 - 2014
Morgan Keegan 2001 - 2004
IJL Wachovia 1990 - 2001
Skills
Trust and Estate..., Philanthropic Advisory, Private Company Advisory, Family Wealth..., Next Generation..., Insurance Advisory, Concentrated Holdings..., Retirement, Financial Advisory, Finance
Education
Georgia Southern University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Banking
The Harris Financial Strategies Group of Wells Fargo Advisors, LLC September 2014 - Present
Merrill Lynch 2004 - 2014
Morgan Keegan 2001 - 2004
IJL Wachovia 1990 - 2001
Skills
Trust and Estate..., Philanthropic Advisory, Private Company Advisory, Family Wealth..., Next Generation..., Insurance Advisory, Concentrated Holdings..., Retirement, Financial Advisory, Finance
Education
Georgia Southern University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Banking
Kevin DiChillo's Morgan Keegan Experience September 2005 - June 2008
Job lets talk about your future....
Industry Financial Services
Experience
Tromans Slosburg Investments LLC April 2012 - Present
Energy Platform Solutions (EPSol) November 2010 - November 2011
Gilford Securities June 2008 - January 2010
Morgan Keegan September 2005 - June 2008
Skills
Equities, Investments, Trading, Portfolio Management, Series 7, Bloomberg, Hedge Funds, Securities, Fixed Income, Series 63, Asset Managment, Capital Markets, Alternative Investments, Financial Analysis, Series 65, Insurance, Healthcare Management, Life Insurance, Variable Annuities, Fixed Annuities
Education
Franklin & Marshall College 2000 — 2005
B.A., Business/Art
Westminster 1996 — 2000
Prep School
Tromans Slosburg Investments LLC April 2012 - Present
Energy Platform Solutions (EPSol) November 2010 - November 2011
Gilford Securities June 2008 - January 2010
Morgan Keegan September 2005 - June 2008
Skills
Equities, Investments, Trading, Portfolio Management, Series 7, Bloomberg, Hedge Funds, Securities, Fixed Income, Series 63, Asset Managment, Capital Markets, Alternative Investments, Financial Analysis, Series 65, Insurance, Healthcare Management, Life Insurance, Variable Annuities, Fixed Annuities
Education
Franklin & Marshall College 2000 — 2005
B.A., Business/Art
Westminster 1996 — 2000
Prep School
Allison Chance Carter Allison Chance Carter's Morgan Keegan Experience May 2007 - November 2008
Job Senior Trust Advisor Northern Trust
Industry Investment Management
Experience
Northern Trust March 2013 - Present
Wells Fargo Bank November 2008 - March 2013
Morgan Keegan May 2007 - November 2008
SunTrust March 2002 - May 2007
King & Spalding 1997 - 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Trusts, Estate Law, Wills, Wealth, Trust Services, Investments, Wealth Management..., Retirement Planning, Fiduciary, Loans, Asset Allocation, Investment Advisory, Finance, Financial Services, Financial Advisory, Investment Management, Securities, Series 7
Education
Georgia State University College of Law 1994 — 1997
J.D., Law
Sweet Briar College 1990 — 1994
B.S., Psychology
Northern Trust March 2013 - Present
Wells Fargo Bank November 2008 - March 2013
Morgan Keegan May 2007 - November 2008
SunTrust March 2002 - May 2007
King & Spalding 1997 - 2002
Skills
Estate Planning, Wealth Management, High Net Worth..., Trusts, Estate Law, Wills, Wealth, Trust Services, Investments, Wealth Management..., Retirement Planning, Fiduciary, Loans, Asset Allocation, Investment Advisory, Finance, Financial Services, Financial Advisory, Investment Management, Securities, Series 7
Education
Georgia State University College of Law 1994 — 1997
J.D., Law
Sweet Briar College 1990 — 1994
B.S., Psychology
Steven Mayer Steven Mayer's Morgan Keegan Experience 2008 - 2010
Job Mortgage Banker at Security National Mortage Company
Industry Financial Services
Experience
Security National Mortage Company June 2015 - Present
The Mortgage Firm, Inc. October 2014 - June 2015
Top Flite Financial 2013 - October 2014
Citibank 2012 - 2013
Mercantil Commercebank N.A. 2011 - 2012
LenderSource Inc. 2010 - 2011
Morgan Keegan 2008 - 2010
Comerica Bank 2005 - 2008
Skills
New Business Development, Commercial Lending, Real Estate Finance, Loans, Credit, Asset Based Lending, Portfolio Management, Investments, C&I Lending, Real Estate, Real Estate Economics, Strategy, Relationship Management, Sales, Management, Credit Analysis, Banking, Financial Analysis, Small Business Lending, Commercial Banking, Mortgage Lending, Treasury Management, Loan Origination, Finance, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northwestern University
BA, Music
Security National Mortage Company June 2015 - Present
The Mortgage Firm, Inc. October 2014 - June 2015
Top Flite Financial 2013 - October 2014
Citibank 2012 - 2013
Mercantil Commercebank N.A. 2011 - 2012
LenderSource Inc. 2010 - 2011
Morgan Keegan 2008 - 2010
Comerica Bank 2005 - 2008
Skills
New Business Development, Commercial Lending, Real Estate Finance, Loans, Credit, Asset Based Lending, Portfolio Management, Investments, C&I Lending, Real Estate, Real Estate Economics, Strategy, Relationship Management, Sales, Management, Credit Analysis, Banking, Financial Analysis, Small Business Lending, Commercial Banking, Mortgage Lending, Treasury Management, Loan Origination, Finance, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Northwestern University
BA, Music
Michael Lally's Morgan Keegan Experience August 2006 - May 2012
Job Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. May 2013 - Present
CL King & Associates May 2012 - May 2013
Morgan Keegan August 2006 - May 2012
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
The Catholic University of America 1986 — 1990
BA, American History
Mizuho Securities USA Inc. May 2013 - Present
CL King & Associates May 2012 - May 2013
Morgan Keegan August 2006 - May 2012
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
The Catholic University of America 1986 — 1990
BA, American History
Emily Duke Emily Duke's Morgan Keegan Experience June 1997 - February 2013
Job Commercial ECommerce Senior Program Specialist at AutoZone
Industry Automotive
Experience
AutoZone May 2014 - Present
Raymond James Financial Inc. June 1997 - March 2014
Morgan Keegan June 1997 - February 2013
Morgan Keegan 1997 - 2004
Skills
Business Analysis, SharePoint, Project Management, Requirements Gathering, Technical Training, Mutual Funds, Wealth Management, Asset Managment, Process Improvement, Microsoft Office, Microsoft CRM, Risk Management, Crystal Reports, Microsoft Office 2007, Computer Software..., Information Technology..., SDLC, Integration, Software Documentation, Asset Management, Troubleshooting, Visio, Business Requirements, Management, Leadership, Disaster Recovery
Education
University of Tennessee-Knoxville 1993 — 1994
Graduate Studies, Education
Lambuth University 1990 — 1993
Bachelor of Science, History and Sociology
AutoZone May 2014 - Present
Raymond James Financial Inc. June 1997 - March 2014
Morgan Keegan June 1997 - February 2013
Morgan Keegan 1997 - 2004
Skills
Business Analysis, SharePoint, Project Management, Requirements Gathering, Technical Training, Mutual Funds, Wealth Management, Asset Managment, Process Improvement, Microsoft Office, Microsoft CRM, Risk Management, Crystal Reports, Microsoft Office 2007, Computer Software..., Information Technology..., SDLC, Integration, Software Documentation, Asset Management, Troubleshooting, Visio, Business Requirements, Management, Leadership, Disaster Recovery
Education
University of Tennessee-Knoxville 1993 — 1994
Graduate Studies, Education
Lambuth University 1990 — 1993
Bachelor of Science, History and Sociology
Kyle Borkowski Kyle Borkowski's Morgan Keegan Experience September 2008 - December 2008
Job Real Estate Investor
Industry Real Estate
Experience
Self Employed October 2013 - Present
Robert W. Baird & Co. June 2010 - October 2013
Country Insurance & Financial Services January 2009 - April 2011
Morgan Keegan September 2008 - December 2008
Wachovia, A Wells Fargo Company June 2008 - August 2008
Skills
Asset Allocation, Investment Banking, Financial Analysis
Education
Illinois Wesleyan University 2006 — 2010
Bachelor's degree, Business
Self Employed October 2013 - Present
Robert W. Baird & Co. June 2010 - October 2013
Country Insurance & Financial Services January 2009 - April 2011
Morgan Keegan September 2008 - December 2008
Wachovia, A Wells Fargo Company June 2008 - August 2008
Skills
Asset Allocation, Investment Banking, Financial Analysis
Education
Illinois Wesleyan University 2006 — 2010
Bachelor's degree, Business
Adina Pollack's Morgan Keegan Experience September 2011 - November 2011
Job IT Project Coordinator at Edison Electric Institute
Industry Information Technology and Services
Experience
Edison Electric Institute October 2013 - Present
Edison Electric Institute October 2011 - October 2013
Morgan Keegan September 2011 - November 2011
L.L.Bean September 2005 - July 2011
The Washington Center June 2010 - August 2010
Temple Rodef Shalom September 2004 - May 2007
Skills
Research, Management, Training, Fundraising, Databases, PowerPoint, Public Speaking, Social Media
Education
James Madison University 2007 — 2011
BA, Anthropology
Edison Electric Institute October 2013 - Present
Edison Electric Institute October 2011 - October 2013
Morgan Keegan September 2011 - November 2011
L.L.Bean September 2005 - July 2011
The Washington Center June 2010 - August 2010
Temple Rodef Shalom September 2004 - May 2007
Skills
Research, Management, Training, Fundraising, Databases, PowerPoint, Public Speaking, Social Media
Education
James Madison University 2007 — 2011
BA, Anthropology
Clarice Walker Clarice Walker's Morgan Keegan Experience August 2006 - August 2011
Job Support Specialist III at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2014 - Present
Raymond James Financial Inc. March 2011 - Present
Morgan Keegan August 2006 - August 2011
Morgan Keegan February 2011 - March 2011
Union Planters Bank December 1999 - August 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Access Database, 10 Key Touch, 10 Key, Lexis, Ras-D Database, Access, Accounting, Banking, Finance, Microsoft Office, Leadership, Outlook, Investments
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2010 — 2013
Bachelor of Science in Business Management, Business Administration and Management, General
Raymond James Financial Inc. March 2014 - Present
Raymond James Financial Inc. March 2011 - Present
Morgan Keegan August 2006 - August 2011
Morgan Keegan February 2011 - March 2011
Union Planters Bank December 1999 - August 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Access Database, 10 Key Touch, 10 Key, Lexis, Ras-D Database, Access, Accounting, Banking, Finance, Microsoft Office, Leadership, Outlook, Investments
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2010 — 2013
Bachelor of Science in Business Management, Business Administration and Management, General
Eric Coleman, CRCM Eric Coleman, CRCM's Morgan Keegan Experience April 2007 - December 2007
Job Business Risk Manager, Cards & Payments at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation January 2008 - June 2014
Morgan Keegan April 2007 - December 2007
AmSouth Investment Services November 2002 - April 2007
AmSouth Bank August 1999 - November 2002
Skills
FINRA Licenses 7, 24,..., Investment Compliance, Banking Compliance, Life, Health and..., Wealth Management, Mutual Funds, Securities, Credit, Commercial Lending, Loans, Operational Risk, Commercial Banking, Credit Analysis, Portfolio Management, Fixed Income, Small Business Lending, Retail Banking, Operational Risk..., Financial Risk, AML, Banking, Consumer Lending, Risk Management
Education
Jacksonville State University 1995 — 1999
Bachelor of Science (BS), Finance
Regions Financial Corporation June 2014 - Present
Regions Financial Corporation January 2008 - June 2014
Morgan Keegan April 2007 - December 2007
AmSouth Investment Services November 2002 - April 2007
AmSouth Bank August 1999 - November 2002
Skills
FINRA Licenses 7, 24,..., Investment Compliance, Banking Compliance, Life, Health and..., Wealth Management, Mutual Funds, Securities, Credit, Commercial Lending, Loans, Operational Risk, Commercial Banking, Credit Analysis, Portfolio Management, Fixed Income, Small Business Lending, Retail Banking, Operational Risk..., Financial Risk, AML, Banking, Consumer Lending, Risk Management
Education
Jacksonville State University 1995 — 1999
Bachelor of Science (BS), Finance
R. Mark Castle, CFP(R) CIMA(R) R. Mark Castle, CFP(R) CIMA(R)'s Morgan Keegan Experience January 1994 - March 1996
Job Senior Vice President at Stephens Inc. Private Client Group
Industry Financial Services
Experience
Stephens Inc. Private Client Group September 2012 - Present
Morgan Stanley Smith Barney January 2003 - September 2012
Citi Asset Management March 1996 - January 2003
Morgan keegan January 1994 - March 1996
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Financial Analysis, Financial Modeling, Fixed Income, Asset Allocation
Education
University of Tennessee 1990 — 1993
MBA, Finance
Covenant College 1984 — 1986
Bachelor of Arts, Managment
Stephens Inc. Private Client Group September 2012 - Present
Morgan Stanley Smith Barney January 2003 - September 2012
Citi Asset Management March 1996 - January 2003
Morgan keegan January 1994 - March 1996
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Financial Analysis, Financial Modeling, Fixed Income, Asset Allocation
Education
University of Tennessee 1990 — 1993
MBA, Finance
Covenant College 1984 — 1986
Bachelor of Arts, Managment
A. Chase McAnally A. Chase McAnally's Morgan Keegan Experience August 2010 - April 2011
Job Wholesaler at Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.
Industry Oil & Energy
Experience
Atlas Energy, L.P. July 2015 - Present
Atlas Energy, L.P. March 2014 - July 2015
First Southern Securities May 2011 - March 2014
Morgan Keegan August 2010 - April 2011
Nashville Motorsports LLC August 2009 - August 2010
Morgan Keegan & Co May 2010 - July 2010
Angel Capital Group October 2009 - February 2010
smart Center Buckhead June 2009 - August 2009
Skills
Special Situations, High Yield, Research, Bonds, Fixed Income, Series 7, Bloomberg, Capital Markets, Portfolio Management, Trading, Asset Managment, Securities, Investments, Equities, Alternative Investments, Due Diligence, FINRA, Financial Services, Asset Management, Marketing
Education
David Lipscomb University 2007 — 2011
BBA, International Business Concentration
Milton High School 2003 — 2007
Atlas Energy, L.P. July 2015 - Present
Atlas Energy, L.P. March 2014 - July 2015
First Southern Securities May 2011 - March 2014
Morgan Keegan August 2010 - April 2011
Nashville Motorsports LLC August 2009 - August 2010
Morgan Keegan & Co May 2010 - July 2010
Angel Capital Group October 2009 - February 2010
smart Center Buckhead June 2009 - August 2009
Skills
Special Situations, High Yield, Research, Bonds, Fixed Income, Series 7, Bloomberg, Capital Markets, Portfolio Management, Trading, Asset Managment, Securities, Investments, Equities, Alternative Investments, Due Diligence, FINRA, Financial Services, Asset Management, Marketing
Education
David Lipscomb University 2007 — 2011
BBA, International Business Concentration
Milton High School 2003 — 2007
Perry Coleman's Morgan Keegan Experience September 2007 - October 2012
Job Premier Field Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft March 2014 - Present
En Pointe Technologies October 2012 - March 2014
Morgan Keegan September 2007 - October 2012
Hilton January 2006 - September 2007
HP January 2005 - May 2005
Dell January 2004 - December 2004
Skills
A+ Certified, Network+, MCP, HDI, DCSE, MCTS(2), Microsoft Certified..., Microsoft Exchange, Lync Server 2010, Servers, Windows Server, Enterprise Software, Active Directory, Network Security, Dell PowerEdge Servers, Windows 7, Disaster Recovery, Technical Support, Powershell, Microsoft Technologies, VMware, Hyper-V, VMware ESX, MCITP, DNS, Group Policy
Education
University of Phoenix 2014 — 2015
Elizabethtown Community and Technical College 2003 — 2004
Microsoft March 2014 - Present
En Pointe Technologies October 2012 - March 2014
Morgan Keegan September 2007 - October 2012
Hilton January 2006 - September 2007
HP January 2005 - May 2005
Dell January 2004 - December 2004
Skills
A+ Certified, Network+, MCP, HDI, DCSE, MCTS(2), Microsoft Certified..., Microsoft Exchange, Lync Server 2010, Servers, Windows Server, Enterprise Software, Active Directory, Network Security, Dell PowerEdge Servers, Windows 7, Disaster Recovery, Technical Support, Powershell, Microsoft Technologies, VMware, Hyper-V, VMware ESX, MCITP, DNS, Group Policy
Education
University of Phoenix 2014 — 2015
Elizabethtown Community and Technical College 2003 — 2004
Brian Jamison Brian Jamison's Morgan Keegan Experience May 2009 - April 2012
Job VP Compliance Manager JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
Wanda Decker Wanda Decker's Morgan Keegan Experience 2007 - December 2013
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Raymond James Investment Services February 2007 - December 2013
Morgan Keegan 2007 - December 2013
AmSouth Investment Services February 1996 - February 2007
Education
Daytona State College 1978 — 1981
Business Administration, Business and Financial Services
Ameriprise Financial Services, Inc. December 2013 - Present
Raymond James Investment Services February 2007 - December 2013
Morgan Keegan 2007 - December 2013
AmSouth Investment Services February 1996 - February 2007
Education
Daytona State College 1978 — 1981
Business Administration, Business and Financial Services
L. Brian Housel's Morgan Keegan Experience October 2008 - February 2013
Job Associate Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - Present
Morgan Keegan October 2008 - February 2013
Education
Florida State University 1996 — 1998
BS, Economics
Jesuit High School
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial Services, Inc. February 2013 - Present
Morgan Keegan October 2008 - February 2013
Education
Florida State University 1996 — 1998
BS, Economics
Jesuit High School
Stirling Bomar Stirling Bomar's Morgan Keegan Experience 1998 - 2000
Job Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Keegan 1998 - 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
MBA
Duke University 1994 — 1998
AB, Economics
SunTrust Robinson Humphrey 2010 - Present
Morgan Stanley 2006 - 2009
Morgan Stanley 2002 - 2006
Morgan Keegan 1998 - 2000
Education
Darden Graduate School of Business Administration 2000 — 2002
MBA
Duke University 1994 — 1998
AB, Economics
Olivia (Gray) Waters Olivia (Gray) Waters's Morgan Keegan Experience January 2011 - April 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Deloitte & Touche LLP June 2012 - August 2012
The Coca-Cola Company May 2011 - August 2011
Morgan Keegan January 2011 - April 2011
Piedmont Natural Gas June 2010 - August 2010
Skills
Financial Accounting, Auditing, Internal Audit, Tax Preparation, Tutoring, Technical Writing, Microsoft Office, Microsoft CRM, Time Management
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Science in Accountancy, Financial Reporting and Assurance Services Track
Furman University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Consortium Institute for Management & Business Analysis (CIMBA)
UG Semester Study Abroad, Business and Communications
Deloitte September 2013 - Present
Deloitte & Touche LLP June 2012 - August 2012
The Coca-Cola Company May 2011 - August 2011
Morgan Keegan January 2011 - April 2011
Piedmont Natural Gas June 2010 - August 2010
Skills
Financial Accounting, Auditing, Internal Audit, Tax Preparation, Tutoring, Technical Writing, Microsoft Office, Microsoft CRM, Time Management
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Science in Accountancy, Financial Reporting and Assurance Services Track
Furman University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Consortium Institute for Management & Business Analysis (CIMBA)
UG Semester Study Abroad, Business and Communications
Christopher Stevens, CFP® Christopher Stevens, CFP®'s Morgan Keegan Experience 1998 - 2003
Job Portfolio Manager at US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management January 2009 - Present
Bank of America 2009 - Present
PCA RBI April 2005 - January 2009
Morgan Keegan 1998 - 2003
Skills
Investments, Retirement Planning, Valuation, Due Diligence, Fixed Income Products, Equities, Alternative Investments, Financial Planning, Trading, Investment Consulting, Investment Advisory..., Finance, Asset Allocation, Wealth Management, Portfolio Management, Derivatives, High Net Worth..., Investment Strategies
Education
Oglethorpe University 2006 — 2007
Financial Planning Certificate
Georgia State University - J. Mack Robinson College of Business 1992 — 1996
BA, Finance
US Trust, Bank of America Private Wealth Management January 2009 - Present
Bank of America 2009 - Present
PCA RBI April 2005 - January 2009
Morgan Keegan 1998 - 2003
Skills
Investments, Retirement Planning, Valuation, Due Diligence, Fixed Income Products, Equities, Alternative Investments, Financial Planning, Trading, Investment Consulting, Investment Advisory..., Finance, Asset Allocation, Wealth Management, Portfolio Management, Derivatives, High Net Worth..., Investment Strategies
Education
Oglethorpe University 2006 — 2007
Financial Planning Certificate
Georgia State University - J. Mack Robinson College of Business 1992 — 1996
BA, Finance
Billy Welsh, CIPM's Morgan Keegan Experience July 2005 - August 2006
Job Helps the institutional investment community make better decisions based on data
Industry Investment Management
Experience
eVestment January 2013 - Present
Mercer Investments April 2007 - December 2012
Wachovia Securities, LLC September 2006 - March 2007
Morgan Keegan July 2005 - August 2006
Skills
Investments, Alternative Investments, Investment Strategies, Portfolio Management, Investment Management, Wealth Management..., Asset Management, Equities, Asset Allocation, Hedge Funds, Product Management, Strategy, Capital Markets, Mutual Funds, Market Analysis, Securities, Investment Policy..., Quantitative Analytics, Portfolio Performance..., Market Share Analysis, Salesforce.com, Performance Analysis, Fixed Income, Investment Advisory, Financial Services, Data Analysis, Institutional..., investment research..., investment analytics, investment manager..., Peer Group Analysis
Education
Hampden-Sydney College 2001 — 2005
Bachelor of Arts (BA), Business/Managerial Economics
eVestment January 2013 - Present
Mercer Investments April 2007 - December 2012
Wachovia Securities, LLC September 2006 - March 2007
Morgan Keegan July 2005 - August 2006
Skills
Investments, Alternative Investments, Investment Strategies, Portfolio Management, Investment Management, Wealth Management..., Asset Management, Equities, Asset Allocation, Hedge Funds, Product Management, Strategy, Capital Markets, Mutual Funds, Market Analysis, Securities, Investment Policy..., Quantitative Analytics, Portfolio Performance..., Market Share Analysis, Salesforce.com, Performance Analysis, Fixed Income, Investment Advisory, Financial Services, Data Analysis, Institutional..., investment research..., investment analytics, investment manager..., Peer Group Analysis
Education
Hampden-Sydney College 2001 — 2005
Bachelor of Arts (BA), Business/Managerial Economics
Robert Fitch's Morgan Keegan Experience 1987 - 1989
Job Chairman/CEO Southern Region at Independence Bank
Industry Banking
Experience
Independence Bank January 2004 - Present
South Central Bank, Bowling Green, KY January 1989 - January 2004
Morgan Keegan 1987 - 1989
Hilliard Lyons 1985 - 1987
Bowling Green Bank and Trust Company 1971 - 1981
First National Bank of Atlanta October 1966 - April 1971
Skills
Strategic Planning, Public Speaking, New Business Development, Loans, Budgets, Team Building, Sales Management, Investments, Banking, Insurance, Marketing Strategy
Education
Harvard University
Certificate, Consumer Merchandising/Retailing Management
LSU Graduate School of Banking 1992 — 1994
Masters, Banking
University of Florida Trust School 1975 — 1977
Graduate, Trust
Western Kentucky University 1962 — 1964
Bachelor of Business Administration (BBA), Business/Managerial Economics
McCallie School 1956 — 1960
Certificate
Independence Bank January 2004 - Present
South Central Bank, Bowling Green, KY January 1989 - January 2004
Morgan Keegan 1987 - 1989
Hilliard Lyons 1985 - 1987
Bowling Green Bank and Trust Company 1971 - 1981
First National Bank of Atlanta October 1966 - April 1971
Skills
Strategic Planning, Public Speaking, New Business Development, Loans, Budgets, Team Building, Sales Management, Investments, Banking, Insurance, Marketing Strategy
Education
Harvard University
Certificate, Consumer Merchandising/Retailing Management
LSU Graduate School of Banking 1992 — 1994
Masters, Banking
University of Florida Trust School 1975 — 1977
Graduate, Trust
Western Kentucky University 1962 — 1964
Bachelor of Business Administration (BBA), Business/Managerial Economics
McCallie School 1956 — 1960
Certificate
Mark Gartner's Morgan Keegan Experience July 2004 - October 2005
Job Vice President at ClearLight Partners
Industry Investment Management
Experience
ClearLight Partners March 2014 - Present
American Infrastructure Fund September 2011 - February 2014
ClearLight Partners February 2007 - August 2011
Houlihan Lokey Howard and Zukin November 2005 - January 2007
Morgan Keegan July 2004 - October 2005
Skills
Deal Sourcing, LBO, Private Equity
Education
Duke University 2000 — 2004
BA, Economics
ClearLight Partners March 2014 - Present
American Infrastructure Fund September 2011 - February 2014
ClearLight Partners February 2007 - August 2011
Houlihan Lokey Howard and Zukin November 2005 - January 2007
Morgan Keegan July 2004 - October 2005
Skills
Deal Sourcing, LBO, Private Equity
Education
Duke University 2000 — 2004
BA, Economics
Julia Calkins's Morgan Keegan Experience 1996 - 2011
Job Project Manager at KBM Group: Health Services
Industry Education Management
Experience
KBM Group: Health Services March 2013 - Present
Morgan Keegan 1996 - 2011
Education
Duke University
Bachelor of Arts (B.A.)
KBM Group: Health Services March 2013 - Present
Morgan Keegan 1996 - 2011
Education
Duke University
Bachelor of Arts (B.A.)
abiel berhe abiel berhe's Morgan Keegan Experience May 2010 - November 2010
Job Student at Georgia State University J. Mack Robinson College of Business
Industry Financial Services
Experience
Morgan Keegan May 2010 - November 2010
Midway Tax Service November 2009 - November 2010
Subbseven Worldwide Concepts February 2010 - May 2010
Aflac April 2008 - January 2009
Gash Inc July 2004 - March 2008
Office Depot July 2006 - January 2008
Skills
Finance
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
BBA, Finance, Marketing
Morgan Keegan May 2010 - November 2010
Midway Tax Service November 2009 - November 2010
Subbseven Worldwide Concepts February 2010 - May 2010
Aflac April 2008 - January 2009
Gash Inc July 2004 - March 2008
Office Depot July 2006 - January 2008
Skills
Finance
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
BBA, Finance, Marketing
Hank Booth Hank Booth's Morgan Keegan Experience 1987 - 1989
Job Customer Service Manager at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company January 2010 - Present
Coca-Cola January 2010 - November 2011
The Coca-Cola Company January 2005 - April 2010
Coca-Cola 1999 - 2005
General Electric 1995 - 1999
GE Capital 1993 - 1995
GE Capital 1991 - 1993
Capital Ventures International 1989 - 1991
Morgan Keegan 1987 - 1989
Booth Investments 1983 - 1987
Skills
CRM, Process Improvement, FMCG, Cross-functional Team..., Leadership, Marketing Strategy, Strategic Planning, Marketing, Training, Customer Service, Management, Analysis, Strategy, Sales, SAP, Call Centers, Business Development, Sales Management, Risk Management, Six Sigma, Finance, Team Management
Education
Emory University - Goizueta Business School 1990 — 1991
MBA
Vanderbilt University
BS, History / Political Science
The Coca-Cola Company January 2010 - Present
Coca-Cola January 2010 - November 2011
The Coca-Cola Company January 2005 - April 2010
Coca-Cola 1999 - 2005
General Electric 1995 - 1999
GE Capital 1993 - 1995
GE Capital 1991 - 1993
Capital Ventures International 1989 - 1991
Morgan Keegan 1987 - 1989
Booth Investments 1983 - 1987
Skills
CRM, Process Improvement, FMCG, Cross-functional Team..., Leadership, Marketing Strategy, Strategic Planning, Marketing, Training, Customer Service, Management, Analysis, Strategy, Sales, SAP, Call Centers, Business Development, Sales Management, Risk Management, Six Sigma, Finance, Team Management
Education
Emory University - Goizueta Business School 1990 — 1991
MBA
Vanderbilt University
BS, History / Political Science
John B Moore John B Moore's Morgan Keegan Experience 1992 - 1998
Job Father, Grandfather, Husband
Industry Financial Services
Experience
HIdden HIlls 2008 - 2013
Visual Artist Guiild 2007 - 2013
SCORE "Counselors to America's Small Business" January 2011 - September 2012
Moore's Eden 2001 - 2012
Rutherford Roundtable 2007 - 2011
RC Habitat for Humanity 2005 - 2010
Wachovia Securities Financial Network 1998 - 2001
Morgan Keegan 1992 - 1998
The Robinson Humphrey Company 1984 - 1992
BEI Holdings 1987 - 1991
Skills
Series 7, Series 63, series 24, Financial Operations, Investment Banking, Equity Research, Financial Services, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Alternative Investments, Small Business, Private Placements, Asset Management, Private Equity, Banking, Credit, Capital Markets
Education
Georgia State University 1977 — 1978
Finance, Economics, Accounting
Georgia State University 1969 — 1976
BBA, Finance, Accounting, Economics
Ringgold High 1961 — 1964
High School
HIdden HIlls 2008 - 2013
Visual Artist Guiild 2007 - 2013
SCORE "Counselors to America's Small Business" January 2011 - September 2012
Moore's Eden 2001 - 2012
Rutherford Roundtable 2007 - 2011
RC Habitat for Humanity 2005 - 2010
Wachovia Securities Financial Network 1998 - 2001
Morgan Keegan 1992 - 1998
The Robinson Humphrey Company 1984 - 1992
BEI Holdings 1987 - 1991
Skills
Series 7, Series 63, series 24, Financial Operations, Investment Banking, Equity Research, Financial Services, Investments, Portfolio Management, Strategic Financial..., Financial Analysis, Due Diligence, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Alternative Investments, Small Business, Private Placements, Asset Management, Private Equity, Banking, Credit, Capital Markets
Education
Georgia State University 1977 — 1978
Finance, Economics, Accounting
Georgia State University 1969 — 1976
BBA, Finance, Accounting, Economics
Ringgold High 1961 — 1964
High School
Paul Jacquin's Morgan Keegan Experience October 2002 - August 2007
Job Owner Vino Villa Home of fine wine and gourmet cheese
Industry Food & Beverages
Experience
Vino Villa July 2011 - Present
Regions Financial Corporation February 2002 - June 2011
Morgan Keegan October 2002 - August 2007
First Chicago NBD Investment Services January 1997 - March 2000
Key Bank 1989 - 1997
Skills
Commercial Lending, Sales, Commercial Banking, Mergers & Acquisitions, Loans, Small Business Lending, Credit, Banking, Customer Service, Finance, Sales Management, Team Building
Education
Indiana University - Kelley School of Business 1987 — 1992
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Bio-Chemistry
Vino Villa July 2011 - Present
Regions Financial Corporation February 2002 - June 2011
Morgan Keegan October 2002 - August 2007
First Chicago NBD Investment Services January 1997 - March 2000
Key Bank 1989 - 1997
Skills
Commercial Lending, Sales, Commercial Banking, Mergers & Acquisitions, Loans, Small Business Lending, Credit, Banking, Customer Service, Finance, Sales Management, Team Building
Education
Indiana University - Kelley School of Business 1987 — 1992
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Bio-Chemistry
Kristopher Koepke's Morgan Keegan Experience April 2011 - January 2012
Job FossilHydro Operations: Mechanical Engineering Coop at Duke Energy Corporation
Industry Banking
Experience
Duke Energy Corporation May 2015 - Present
University of Florida May 2014 - Present
Ikon Financial Group October 2013 - May 2014
Integrity Home Loan of Central FL, Inc. August 2013 - October 2013
Home 1st Lending February 2012 - July 2013
Morgan Keegan April 2011 - January 2012
Residential Finance Corporation August 2009 - March 2011
RME June 2008 - August 2009
New Century Mortgage March 2005 - May 2007
Oak Street Mortgage January 2002 - October 2004
Skills
Real Estate, Mortgage, Mortgage Lending, Loans, Refinance, FHA financing, Debt Consolidation, Low Rates, Residential Mortgages, Sales Management, Credit, Mortgage Banking, Loan Origination, Underwriting, FHA, Credit Analysis, Sales, Rates, Investments, Real Estate Financing, New Home Purchase, Purchase Financing
Education
Georgia Institute of Technology 1997 — 1999
Engineering
Boone HS 1994 — 1996
Newnan HS
Duke Energy Corporation May 2015 - Present
University of Florida May 2014 - Present
Ikon Financial Group October 2013 - May 2014
Integrity Home Loan of Central FL, Inc. August 2013 - October 2013
Home 1st Lending February 2012 - July 2013
Morgan Keegan April 2011 - January 2012
Residential Finance Corporation August 2009 - March 2011
RME June 2008 - August 2009
New Century Mortgage March 2005 - May 2007
Oak Street Mortgage January 2002 - October 2004
Skills
Real Estate, Mortgage, Mortgage Lending, Loans, Refinance, FHA financing, Debt Consolidation, Low Rates, Residential Mortgages, Sales Management, Credit, Mortgage Banking, Loan Origination, Underwriting, FHA, Credit Analysis, Sales, Rates, Investments, Real Estate Financing, New Home Purchase, Purchase Financing
Education
Georgia Institute of Technology 1997 — 1999
Engineering
Boone HS 1994 — 1996
Newnan HS
Destin Tompkins, CFA, CPA Destin Tompkins, CFA, CPA's Morgan Keegan Experience 2005 - May 2012
Job Partner at EFinancial Alliance
Industry Investment Management
Experience
EFinancial Alliance November 2013 - Present
The Row Group April 2012 - November 2013
Morgan Keegan 2005 - May 2012
Morgan Keegan November 2002 - 2005
Ernst & Young May 2002 - November 2002
Arthur Andersen September 2000 - May 2002
Skills
Investments, Financial Modeling, Financial Analysis, Due Diligence, Equity Research, Retirement Planning, Wealth Management, Equities, Finance, Wealth Management..., Estate Planning, Accounting, Asset Allocation, Investment Advisory, Qualified Retirement..., Business Continuity..., Valuation, Deferred Compensation, Life Insurance, Disability Insurance, Long Term Care Insurance, Research, Corporate Finance, Forecasting, Insurance, Strategic Financial..., Securities, Multi-generational..., Executive Benefit...
Education
University of Tennessee-Knoxville 1999 — 2000
Masters of Accoutancy
University of Tennessee-Knoxville - College of Business Administration 1995 — 1999
Bachelor of Science, Accounting
EFinancial Alliance November 2013 - Present
The Row Group April 2012 - November 2013
Morgan Keegan 2005 - May 2012
Morgan Keegan November 2002 - 2005
Ernst & Young May 2002 - November 2002
Arthur Andersen September 2000 - May 2002
Skills
Investments, Financial Modeling, Financial Analysis, Due Diligence, Equity Research, Retirement Planning, Wealth Management, Equities, Finance, Wealth Management..., Estate Planning, Accounting, Asset Allocation, Investment Advisory, Qualified Retirement..., Business Continuity..., Valuation, Deferred Compensation, Life Insurance, Disability Insurance, Long Term Care Insurance, Research, Corporate Finance, Forecasting, Insurance, Strategic Financial..., Securities, Multi-generational..., Executive Benefit...
Education
University of Tennessee-Knoxville 1999 — 2000
Masters of Accoutancy
University of Tennessee-Knoxville - College of Business Administration 1995 — 1999
Bachelor of Science, Accounting
Felecia Stover Felecia Stover's Morgan Keegan Experience 2008 - 2010
Job
Industry Banking
Experience
favorit 2013 - 2014
Holston Consulting 2010 - 2012
Morgan Keegan 2008 - 2010
Regions Financial Corporation 2005 - 2008
SunTrust 1998 - 2005
Skills
Strategic Planning, Entrepreneurship, Public Speaking, Wealth Management, Multi-generational..., Financial Training, Credit Analysis, Loans, Banking, Financial Analysis, Finance, Financial Planning, Financial Services, Credit, Investments, Leadership
Education
East Tennessee State University 1988 — 1992
Bachelor's Degree, Banking and Corporate Finance
favorit 2013 - 2014
Holston Consulting 2010 - 2012
Morgan Keegan 2008 - 2010
Regions Financial Corporation 2005 - 2008
SunTrust 1998 - 2005
Skills
Strategic Planning, Entrepreneurship, Public Speaking, Wealth Management, Multi-generational..., Financial Training, Credit Analysis, Loans, Banking, Financial Analysis, Finance, Financial Planning, Financial Services, Credit, Investments, Leadership
Education
East Tennessee State University 1988 — 1992
Bachelor's Degree, Banking and Corporate Finance
Staci L. Jackson Staci L. Jackson's Morgan Keegan Experience February 2007 - February 2013
Job Managing Partner / Wealth Advisor at Paragon Wealth Solutions
Industry Financial Services
Experience
Paragon Wealth Solutions November 2013 - Present
Raymond James February 2013 - November 2013
Morgan Keegan February 2007 - February 2013
Lambuth University March 1997 - January 1999
Skills
Strategic Planning, Retirement Planning, Team Building, Public Speaking, Investment Advisory, Asset Allocation, Retirement
Education
Lambuth University 1993 — 1996
Bachelor of Science (BSc)
University of Tennessee at Martin 1991 — 1993
Paragon Wealth Solutions November 2013 - Present
Raymond James February 2013 - November 2013
Morgan Keegan February 2007 - February 2013
Lambuth University March 1997 - January 1999
Skills
Strategic Planning, Retirement Planning, Team Building, Public Speaking, Investment Advisory, Asset Allocation, Retirement
Education
Lambuth University 1993 — 1996
Bachelor of Science (BSc)
University of Tennessee at Martin 1991 — 1993
Luofei Deng Luofei Deng's Morgan Keegan Experience July 2010 - April 2012
Job Associate at Tenaya Capital
Industry Venture Capital & Private Equity
Experience
Tenaya Capital May 2012 - Present
Morgan Keegan July 2010 - April 2012
Terraboost Media June 2009 - August 2009
RiskMetrics Group 2009 - 2009
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Mathematics
Sequoyah Elementary
Tenaya Capital May 2012 - Present
Morgan Keegan July 2010 - April 2012
Terraboost Media June 2009 - August 2009
RiskMetrics Group 2009 - 2009
Education
Dartmouth College 2006 — 2010
Bachelor of Arts (B.A.), Economics, Mathematics
Sequoyah Elementary
John E. Sawyer, CFA John E. Sawyer, CFA's Morgan Keegan Experience October 1996 - September 1998
Job President at St Johns Investment Management Company, LLC
Industry Financial Services
Experience
St Johns Investment Management Company, LLC July 2014 - Present
JSIMCO, LLC April 2004 - Present
BBVA Compass February 2002 - March 2014
Credit Suisse August 1999 - February 2002
Morgan Keegan October 1996 - September 1998
First Tennessee Bank September 1993 - October 1996
Brown Gibbons Lang & Company May 1992 - October 1992
Education
London Business School
Financial Strategies Programme
Southern Methodist University - Cox School of Business 1996 — 1999
MBA
University of Tennessee-Knoxville - College of Business Administration 1989 — 1993
BSBA, Finance
The Webb School
St Johns Investment Management Company, LLC July 2014 - Present
JSIMCO, LLC April 2004 - Present
BBVA Compass February 2002 - March 2014
Credit Suisse August 1999 - February 2002
Morgan Keegan October 1996 - September 1998
First Tennessee Bank September 1993 - October 1996
Brown Gibbons Lang & Company May 1992 - October 1992
Education
London Business School
Financial Strategies Programme
Southern Methodist University - Cox School of Business 1996 — 1999
MBA
University of Tennessee-Knoxville - College of Business Administration 1989 — 1993
BSBA, Finance
The Webb School
Chad Hazlehurst Chad Hazlehurst's Morgan Keegan Experience June 2007 - July 2007
Job Financial Institution Sales Representative at Capital Confirmation, Inc.
Industry Banking
Experience
Capital Confirmation, Inc. December 2014 - Present
HealthCare MarketMaker May 2014 - December 2014
CentreSource January 2013 - May 2014
LaunchYourCity November 2011 - September 2012
Fragomen, Del Rey, Bernsen & Loewy August 2010 - August 2011
Duncan-Williams, Inc. June 2009 - August 2009
Morgan Keegan June 2007 - July 2007
Skills
Financial Analysis, Start-ups, Immigration Law, Microsoft Office, Microsoft Excel, PowerPoint, Program Management, Management, Entrepreneur, Venture Capital, Research, Non-profits, Entrepreneurship, Nonprofits, Event Planning, Social Media, Leadership, Customer Service, Public Speaking, Analysis, Marketing, Project Planning, Social Networking, Strategy, Strategic Planning, Social Media Marketing, Business Strategy, Public Relations, Marketing Strategy, Online Marketing, Account Management, Marketing Communications, Advertising, Fundraising, New Business Development, Email Marketing, Analytics, Online Advertising, Facebook, Team Leadership, Digital Marketing, Lead Generation, Market Research, Business Development, SEO, Digital Strategy, E-commerce, Project Management, Strategic Consulting, Strategic Partnerships
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
B.S., Enterprise Management
Memphis University School 2000 — 2006
High School
Capital Confirmation, Inc. December 2014 - Present
HealthCare MarketMaker May 2014 - December 2014
CentreSource January 2013 - May 2014
LaunchYourCity November 2011 - September 2012
Fragomen, Del Rey, Bernsen & Loewy August 2010 - August 2011
Duncan-Williams, Inc. June 2009 - August 2009
Morgan Keegan June 2007 - July 2007
Skills
Financial Analysis, Start-ups, Immigration Law, Microsoft Office, Microsoft Excel, PowerPoint, Program Management, Management, Entrepreneur, Venture Capital, Research, Non-profits, Entrepreneurship, Nonprofits, Event Planning, Social Media, Leadership, Customer Service, Public Speaking, Analysis, Marketing, Project Planning, Social Networking, Strategy, Strategic Planning, Social Media Marketing, Business Strategy, Public Relations, Marketing Strategy, Online Marketing, Account Management, Marketing Communications, Advertising, Fundraising, New Business Development, Email Marketing, Analytics, Online Advertising, Facebook, Team Leadership, Digital Marketing, Lead Generation, Market Research, Business Development, SEO, Digital Strategy, E-commerce, Project Management, Strategic Consulting, Strategic Partnerships
Education
University of Tennessee-Knoxville - College of Business Administration 2006 — 2010
B.S., Enterprise Management
Memphis University School 2000 — 2006
High School
Rich Zajeski's Morgan Keegan Experience June 2010 - 2010
Job Associate at Audax Group
Industry Venture Capital & Private Equity
Experience
Audax Group August 2013 - Present
Audax Group June 2012 - August 2012
Deloitte June 2011 - August 2011
Morgan Keegan June 2010 - 2010
Skills
PowerPoint, Spanish, Team Leadership, Microsoft Excel, LBO, Financial Modeling, Investments, Finance, Economics, Management, Microsoft Office, Financial Analysis, Portfolio Management, Analysis, Leadership, Microsoft Word, Public Speaking
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Audax Group August 2013 - Present
Audax Group June 2012 - August 2012
Deloitte June 2011 - August 2011
Morgan Keegan June 2010 - 2010
Skills
PowerPoint, Spanish, Team Leadership, Microsoft Excel, LBO, Financial Modeling, Investments, Finance, Economics, Management, Microsoft Office, Financial Analysis, Portfolio Management, Analysis, Leadership, Microsoft Word, Public Speaking
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Economics
Larry Cervetti Larry Cervetti's Morgan Keegan Experience September 1986 - August 1988
Job CEO at Mattei's Garage, LLC
Industry Financial Services
Experience
Mattei's Garage, LLC June 2011 - Present
Duncan-Williams May 2009 - May 2011
Banc of America Investments December 2007 - March 2009
FTN Midwest June 2001 - September 2007
Suntrust Equitable 1998 - 2001
Principal Financial Securities February 1994 - December 1997
Southwest Securities 1992 - 1994
First Tennessee Bank 1988 - 1990
Morgan Keegan September 1986 - August 1988
Skills
Series 7
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA
Haslam College of Business at the University of Tennessee 1982 — 1986
BS, Finance
Christian Brothers High School 1977 — 1982
Mattei's Garage, LLC June 2011 - Present
Duncan-Williams May 2009 - May 2011
Banc of America Investments December 2007 - March 2009
FTN Midwest June 2001 - September 2007
Suntrust Equitable 1998 - 2001
Principal Financial Securities February 1994 - December 1997
Southwest Securities 1992 - 1994
First Tennessee Bank 1988 - 1990
Morgan Keegan September 1986 - August 1988
Skills
Series 7
Education
Southern Methodist University - Cox School of Business 1990 — 1991
MBA
Haslam College of Business at the University of Tennessee 1982 — 1986
BS, Finance
Christian Brothers High School 1977 — 1982
Preston Johnson, CAIA's Morgan Keegan Experience February 2007 - November 2008
Job Investment Specialist, MultiAsset at Aviva Investors
Industry Investment Management
Experience
Aviva Investors June 2015 - Present
Aviva Investors February 2015 - June 2015
Aviva Investors February 2014 - January 2015
BNY Mellon May 2012 - January 2014
David A. Noyes & Co. November 2008 - May 2012
Morgan Keegan February 2007 - November 2008
Skills
Alternative Investments, Investment Advisory, Securities, Asset Management, Investments, Fund Of Funds, HF Operations, Investment Strategies, Hedge Funds, Insurance, Wealth Management, Asset Allocation, Private Equity, Finance, Mutual Funds
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Psychology/Criminal Justice
Aviva Investors June 2015 - Present
Aviva Investors February 2015 - June 2015
Aviva Investors February 2014 - January 2015
BNY Mellon May 2012 - January 2014
David A. Noyes & Co. November 2008 - May 2012
Morgan Keegan February 2007 - November 2008
Skills
Alternative Investments, Investment Advisory, Securities, Asset Management, Investments, Fund Of Funds, HF Operations, Investment Strategies, Hedge Funds, Insurance, Wealth Management, Asset Allocation, Private Equity, Finance, Mutual Funds
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Arts, Psychology/Criminal Justice
Matt Knight Matt Knight's Morgan Keegan Experience June 2006 - July 2006
Job Principal at Blackhawk Capital
Industry Commercial Real Estate
Experience
Blackhawk Capital January 2013 - Present
Colony Capital October 2011 - May 2013
KeyBank Real Estate Capital September 2007 - December 2010
Morgan Keegan June 2006 - July 2006
Skills
Analytics, Deal-making, Real Property, Commercial Property..., Commercial Property..., Commercial Property..., Commercial Real Estate, Commercial Mortgages, Valuation, Acquisitions, Deal Development, Portfolio Management, Asset Managment, Loans, Asset Management, Finance, Management, Mergers & Acquisitions
Education
Davidson College 2003 — 2007
Bachelor of Arts, Economics
Parkview High School 1999 — 2003
Blackhawk Capital January 2013 - Present
Colony Capital October 2011 - May 2013
KeyBank Real Estate Capital September 2007 - December 2010
Morgan Keegan June 2006 - July 2006
Skills
Analytics, Deal-making, Real Property, Commercial Property..., Commercial Property..., Commercial Property..., Commercial Real Estate, Commercial Mortgages, Valuation, Acquisitions, Deal Development, Portfolio Management, Asset Managment, Loans, Asset Management, Finance, Management, Mergers & Acquisitions
Education
Davidson College 2003 — 2007
Bachelor of Arts, Economics
Parkview High School 1999 — 2003
Jeremy Werthan Jeremy Werthan's Morgan Keegan Experience 1997 - 2000
Job Chairman at Werthan, LLC
Industry Construction
Experience
Werthan, LLC April 2002 - Present
Olympus Capital Management 2000 - 2002
Morgan Keegan 1997 - 2000
Skills
Construction, Contractors, Residential, Construction Management, Strategic Planning, Investments, Subcontracting, Renovation, Remodeling, Interior Design, Residential Homes, Interior Architecture, Contract Negotiation, LEED AP, Green Building, Process Scheduler, Budgets, Business Planning, Leadership, LEED, Project Management, Program Management, Flooring, Negotiation, Submittals
Education
Vanderbilt University 1990 — 1993
BS, Human & Organizational Development
Franklin & Marshall College 1989 — 1991
University of Haifa 1988 — 1989
Werthan, LLC April 2002 - Present
Olympus Capital Management 2000 - 2002
Morgan Keegan 1997 - 2000
Skills
Construction, Contractors, Residential, Construction Management, Strategic Planning, Investments, Subcontracting, Renovation, Remodeling, Interior Design, Residential Homes, Interior Architecture, Contract Negotiation, LEED AP, Green Building, Process Scheduler, Budgets, Business Planning, Leadership, LEED, Project Management, Program Management, Flooring, Negotiation, Submittals
Education
Vanderbilt University 1990 — 1993
BS, Human & Organizational Development
Franklin & Marshall College 1989 — 1991
University of Haifa 1988 — 1989
Shawn E. Weems, CFP® CRSP Shawn E. Weems, CFP® CRSP's Morgan Keegan Experience May 2009 - October 2011
Job AVP/Financial Planner at The Trust Company
Industry Financial Services
Experience
The Trust Company December 2011 - Present
Morgan Keegan May 2009 - October 2011
First Tennessee Bank July 2000 - May 2009
American Express Financial October 1998 - May 2000
Skills
Retirement, Retirement Planning, Estate Planning, Qualified Retirement..., Investment Management, Financial Advisory, Strategic Financial..., Wealth, Pensions, Personal Finance, Financial Services, Finance, Employee Benefits, Certified Financial..., Personal Financial..., Wealth Management, Trust Services, Small Business, Financial Goals, 401k, Series 7, Investment Advisory, Asset Allocation, Wealth Management..., Fixed Annuities, Mutual Funds, IRAs, Retirement Plan..., Uniform Combined State..., Investments, 401k Rollovers, Financial Planning
Education
Cannon Financial Institute 2012 — 2013
CRSP - Certified Retirement Services Professional, Retirement Plan Services III & IV
College of Financial Planning 2001 — 2002
Certificate, Financial Planning
East Tennessee State University
BBA, Finance
University High School
Johnson City, TN, College/University Preparatory and Advanced High School/Secondary Diploma Program
The Trust Company December 2011 - Present
Morgan Keegan May 2009 - October 2011
First Tennessee Bank July 2000 - May 2009
American Express Financial October 1998 - May 2000
Skills
Retirement, Retirement Planning, Estate Planning, Qualified Retirement..., Investment Management, Financial Advisory, Strategic Financial..., Wealth, Pensions, Personal Finance, Financial Services, Finance, Employee Benefits, Certified Financial..., Personal Financial..., Wealth Management, Trust Services, Small Business, Financial Goals, 401k, Series 7, Investment Advisory, Asset Allocation, Wealth Management..., Fixed Annuities, Mutual Funds, IRAs, Retirement Plan..., Uniform Combined State..., Investments, 401k Rollovers, Financial Planning
Education
Cannon Financial Institute 2012 — 2013
CRSP - Certified Retirement Services Professional, Retirement Plan Services III & IV
College of Financial Planning 2001 — 2002
Certificate, Financial Planning
East Tennessee State University
BBA, Finance
University High School
Johnson City, TN, College/University Preparatory and Advanced High School/Secondary Diploma Program
Homer Shuler Homer Shuler's Morgan Keegan Experience August 2005 - May 2011
Job First Vice PresidentInvestments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC June 2011 - Present
morgan keegan August 2005 - May 2011
smith barney June 1986 - July 2005
Education
Georgia State University 1977 — 1979
Bachelor of Business Administration
Tucker High School 1971 — 1975
general studies
Wells Fargo Advisors LLC June 2011 - Present
morgan keegan August 2005 - May 2011
smith barney June 1986 - July 2005
Education
Georgia State University 1977 — 1979
Bachelor of Business Administration
Tucker High School 1971 — 1975
general studies
Terry O' Toole Terry O' Toole's Morgan Keegan Experience September 2006 - Present
Job
Industry
Experience
Morgan Keegan September 2006 - Present
Morgan Keegan January 2002 - August 2006
LendingTree June 2001 - June 2002
AMS July 1996 - June 2001
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA
James Madison University 1985 — 1989
BBA, Computer Information Systems
Morgan Keegan September 2006 - Present
Morgan Keegan January 2002 - August 2006
LendingTree June 2001 - June 2002
AMS July 1996 - June 2001
Education
The College of William and Mary - The Mason School of Business 1993 — 1995
MBA
James Madison University 1985 — 1989
BBA, Computer Information Systems
Mark Decker Mark Decker's Morgan Keegan Experience February 2011 - September 2011
Job Member Board of Directors at Jernigan Capital
Industry Investment Banking
Experience
Jernigan Capital 2015 - Present
BMO Capital Markets January 2014 - Present
Bank of Montreal September 2011 - January 2014
Morgan Keegan February 2011 - September 2011
Robert W. Baird May 2004 - February 2011
Ferris Baker Watts 2000 - 2004
Friedman Billings Ramsey & Company 1997 - 1999
National Association of Real Estate Investment Trusts 1985 - 1997
Pension Real Estate Association April 1985 - September 1990
Petroleum Marketer's Association of America 1981 - 1985
Skills
Mergers, Asset Managment, Real Estate, Finance, Mergers & Acquisitions, Investment Properties, Asset Management, Venture Capital, Investment Banking, Real Estate Economics, Investments, Commercial Real Estate, Private Equity, Real Estate Development, Management, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Valuation, Financial Structuring, Alternative Investments, Acquisitions, Equities, Structured Finance, Corporate Finance, Investment Management, Real Estate Financing, Investment Strategies, Securities, Hedge Funds, Investor Relations, Equity Research, Series 7, Fixed Income, Mutual Funds, Financial Advisory, Bloomberg, Leveraged Finance, Investment Advisory, Bonds, Corporate Development, Funding, IPO
Education
George Mason University School of Law 1974 — 1977
Juris Doctor (J.D.)
Kent State University 1967 — 1972
BS, Education
Jernigan Capital 2015 - Present
BMO Capital Markets January 2014 - Present
Bank of Montreal September 2011 - January 2014
Morgan Keegan February 2011 - September 2011
Robert W. Baird May 2004 - February 2011
Ferris Baker Watts 2000 - 2004
Friedman Billings Ramsey & Company 1997 - 1999
National Association of Real Estate Investment Trusts 1985 - 1997
Pension Real Estate Association April 1985 - September 1990
Petroleum Marketer's Association of America 1981 - 1985
Skills
Mergers, Asset Managment, Real Estate, Finance, Mergers & Acquisitions, Investment Properties, Asset Management, Venture Capital, Investment Banking, Real Estate Economics, Investments, Commercial Real Estate, Private Equity, Real Estate Development, Management, Portfolio Management, Due Diligence, Financial Modeling, Capital Markets, Valuation, Financial Structuring, Alternative Investments, Acquisitions, Equities, Structured Finance, Corporate Finance, Investment Management, Real Estate Financing, Investment Strategies, Securities, Hedge Funds, Investor Relations, Equity Research, Series 7, Fixed Income, Mutual Funds, Financial Advisory, Bloomberg, Leveraged Finance, Investment Advisory, Bonds, Corporate Development, Funding, IPO
Education
George Mason University School of Law 1974 — 1977
Juris Doctor (J.D.)
Kent State University 1967 — 1972
BS, Education
Steven Cervantes's Morgan Keegan Experience March 2005 - November 2009
Job Chief Compliance Officer
Industry Financial Services
Experience
Foothill Securities, Inc. May 2014 - January 2015
Life Sales, LLC FMO Allianz Life Insurance Company of North America November 2011 - May 2014
Questar Capital, An Allianz Company November 2011 - May 2014
Miami-Dade County, Democratic Executive Committee January 2011 - December 2011
ITA Financial Services January 2010 - June 2011
ILDD 2009 - 2011
Morgan Keegan March 2005 - November 2009
SIFMA 2008 - 2009
Democratic Executive Committee, Shelby County 2008 - 2009
Obama-Biden Presidential Campaign January 2008 - December 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 14, FINRA Series 10, FINRA Series 66, FINRA Series 79, FINRA Series 28, Certified Financial..., LA Insurance LHA, Securities Regulation, UK FSA, Compliance, LATAM, CA Insurance License, Fixed Annuities, Variable Annuities, Notary Public, TN Insurance License, FL Insurance License, Social Media Regulation..., FINRA, FSA, Series 63, Securities, NAIC Model Regulation, Finance, Asset Management, Series 7, Broker-Dealer, Risk Management, SEC, Equities, Series 24
Education
Merrill Lynch, Princeton Program 1999 — 2000
CFM, Financial Management
Keio University 1997 — 1998
Certificate, Japanese Studies
Temple University - Fox School of Business and Management 1994 — 1996
M.A., Economics
Teachers College of Columbia University 1992 — 1994
M.A., TESOL
Loyola University New Orleans 1986 — 1988
B.A., French
Foothill Securities, Inc. May 2014 - January 2015
Life Sales, LLC FMO Allianz Life Insurance Company of North America November 2011 - May 2014
Questar Capital, An Allianz Company November 2011 - May 2014
Miami-Dade County, Democratic Executive Committee January 2011 - December 2011
ITA Financial Services January 2010 - June 2011
ILDD 2009 - 2011
Morgan Keegan March 2005 - November 2009
SIFMA 2008 - 2009
Democratic Executive Committee, Shelby County 2008 - 2009
Obama-Biden Presidential Campaign January 2008 - December 2008
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 14, FINRA Series 10, FINRA Series 66, FINRA Series 79, FINRA Series 28, Certified Financial..., LA Insurance LHA, Securities Regulation, UK FSA, Compliance, LATAM, CA Insurance License, Fixed Annuities, Variable Annuities, Notary Public, TN Insurance License, FL Insurance License, Social Media Regulation..., FINRA, FSA, Series 63, Securities, NAIC Model Regulation, Finance, Asset Management, Series 7, Broker-Dealer, Risk Management, SEC, Equities, Series 24
Education
Merrill Lynch, Princeton Program 1999 — 2000
CFM, Financial Management
Keio University 1997 — 1998
Certificate, Japanese Studies
Temple University - Fox School of Business and Management 1994 — 1996
M.A., Economics
Teachers College of Columbia University 1992 — 1994
M.A., TESOL
Loyola University New Orleans 1986 — 1988
B.A., French
Stephen Spraker Stephen Spraker's Morgan Keegan Experience 1999 - 2002
Job Vice PresidentInvestments at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow November 2012 - Present
Davenport & Company LLC 2002 - November 2012
Morgan Keegan 1999 - 2002
Viasystems Technologies 1997 - 2000
Skills
Series 7, Investments, Retirement, Investment Strategies, Retirement Planning, Series 63, Wealth Management, Investment Advisory, Finance, Securities, Estate Planning, Alternative Investments, Asset Management, FINRA, Uniform Combined State..., Series 65
Education
Hampden-Sydney College 1992 — 1997
ba, history
Collegiate 1979 — 1992
BB&T Scott & Stringfellow November 2012 - Present
Davenport & Company LLC 2002 - November 2012
Morgan Keegan 1999 - 2002
Viasystems Technologies 1997 - 2000
Skills
Series 7, Investments, Retirement, Investment Strategies, Retirement Planning, Series 63, Wealth Management, Investment Advisory, Finance, Securities, Estate Planning, Alternative Investments, Asset Management, FINRA, Uniform Combined State..., Series 65
Education
Hampden-Sydney College 1992 — 1997
ba, history
Collegiate 1979 — 1992
Richard Chotard Richard Chotard's Morgan Keegan Experience May 2006 - September 2012
Job Attorney
Industry Law Practice
Experience
University of Memphis October 2014 - Present
Counsel On Call February 2014 - December 2014
Diversified Trust Company November 2012 - November 2013
Morgan Keegan May 2006 - September 2012
Regions Bank December 2004 - May 2006
Education
Emory University School of Law 2000 — 2003
Doctor of Law (JD)
Georgetown University 1994 — 1998
Bachelor of Business Administration (BBA)
University of Memphis October 2014 - Present
Counsel On Call February 2014 - December 2014
Diversified Trust Company November 2012 - November 2013
Morgan Keegan May 2006 - September 2012
Regions Bank December 2004 - May 2006
Education
Emory University School of Law 2000 — 2003
Doctor of Law (JD)
Georgetown University 1994 — 1998
Bachelor of Business Administration (BBA)
Brian McCafferty's Morgan Keegan Experience January 2010 - August 2011
Job Vice President at Union Park Capital
Industry Venture Capital & Private Equity
Experience
Union Park Capital June 2015 - Present
Battery Ventures August 2011 - June 2013
Morgan Keegan January 2010 - August 2011
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Corporate Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
BA, Economics
Belmont Hill School 1999 — 2005
Union Park Capital June 2015 - Present
Battery Ventures August 2011 - June 2013
Morgan Keegan January 2010 - August 2011
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Corporate Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
BA, Economics
Belmont Hill School 1999 — 2005
Tim Osby's Morgan Keegan Experience June 1997 - September 1999
Job Partner at Wahoo Fitness
Industry Building Materials
Experience
Wahoo Docks April 2002 - Present
Wahoo Decks 2006 - Present
Wahoo Fitness 2010 - Present
Wachovia Securities September 1999 - September 2001
Morgan Keegan June 1997 - September 1999
Skills
Investment Banking, International Project..., Business Strategy, Strategic Planning, B2B, Product Management, Sales Management, New Business Development, Product Development, Start-ups, Marketing Strategy, Negotiation, Social Media, Cross-functional Team..., Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Management Consulting, Business Planning, Mergers & Acquisitions, Contract Negotiation, Venture Capital
Education
NYU Stern School of Business 1993 — 1995
MBA, Management
Dartmouth College 1985 — 1989
Bachelors, Engineering & Economics (Double)
Wahoo Docks April 2002 - Present
Wahoo Decks 2006 - Present
Wahoo Fitness 2010 - Present
Wachovia Securities September 1999 - September 2001
Morgan Keegan June 1997 - September 1999
Skills
Investment Banking, International Project..., Business Strategy, Strategic Planning, B2B, Product Management, Sales Management, New Business Development, Product Development, Start-ups, Marketing Strategy, Negotiation, Social Media, Cross-functional Team..., Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Management Consulting, Business Planning, Mergers & Acquisitions, Contract Negotiation, Venture Capital
Education
NYU Stern School of Business 1993 — 1995
MBA, Management
Dartmouth College 1985 — 1989
Bachelors, Engineering & Economics (Double)
Sarah Beth Rizzo Sarah Beth Rizzo's Morgan Keegan Experience June 2006 - August 2008
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2011 - Present
Texas Defender Service January 2011 - May 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2010 - July 2010
United States Attorney's Office, District of Massachusetts January 2010 - April 2010
Morgan Keegan June 2006 - August 2008
Skills
Legal Research, Private Equity, Research, Corporate Law
Education
Harvard Law School 2008 — 2011
J.D.
Washington University in St. Louis 2002 — 2006
Bachelor of Science in Business Administration, Finance and Accounting; Political Science Minor
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2011 - Present
Texas Defender Service January 2011 - May 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2010 - July 2010
United States Attorney's Office, District of Massachusetts January 2010 - April 2010
Morgan Keegan June 2006 - August 2008
Skills
Legal Research, Private Equity, Research, Corporate Law
Education
Harvard Law School 2008 — 2011
J.D.
Washington University in St. Louis 2002 — 2006
Bachelor of Science in Business Administration, Finance and Accounting; Political Science Minor
Brett Fisher's Morgan Keegan Experience June 2008 - March 2010
Job Director Retail Brokerage at First Merchants Corporation
Industry Financial Services
Experience
First Merchants Corporation August 2015 - Present
Huntington National Bank March 2010 - Present
Huntington National Bank March 2010 - December 2013
Morgan Keegan June 2008 - March 2010
Smith Barney December 2005 - June 2008
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Insurance, Investments, Finance, Retirement, Strategic Financial..., Series 65, Banking, Asset Allocation, Customer Service, Management, Financial Analysis, Equities
Education
Indiana State University 2000 — 2005
Business Marketing, Marketing, Finance, Economics
First Merchants Corporation August 2015 - Present
Huntington National Bank March 2010 - Present
Huntington National Bank March 2010 - December 2013
Morgan Keegan June 2008 - March 2010
Smith Barney December 2005 - June 2008
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Advisory, Insurance, Investments, Finance, Retirement, Strategic Financial..., Series 65, Banking, Asset Allocation, Customer Service, Management, Financial Analysis, Equities
Education
Indiana State University 2000 — 2005
Business Marketing, Marketing, Finance, Economics
James Pratt James Pratt's Morgan Keegan Experience September 1994 - October 1997
Job President at Blackwell, Burns & Pratt
Industry Financial Services
Experience
Blackwell, Burns & Pratt February 2011 - Present
NRS June 2003 - July 2006
J.C. Bradford & Co. November 1997 - March 2001
Morgan Keegan September 1994 - October 1997
Oppenheimer & Co. June 1990 - August 1994
Skills
Commerial Debt Recovery, Asset & Liability..., Accounts Receivable..., Diplomatic Arbitration, Private Investigations, Litigation, Account Management, Credit Risk, Accounts Receivable, Process Improvement, Debt Settlement, Cash Flow, Operations Management, Credit Analysis, Negotiation, PowerPoint, Team Building, Microsoft Office, Microsoft Excel, Skip Tracing, Policy, Credit, Finance, Customer Service, Sales Management, Training, Call Centers, Executive Management, Loans, Recruiting, CRM, Loss Mitigation, Portfolio Management, Vendor Management, Customer Satisfaction, Team Leadership, Relationship Management, Leadership, Sales, Contract Negotiation, Coaching, Forecasting, Customer Retention, Banking, Payments, Financial Services, Investments, Business Development, Management, Sales Process
Education
Houston Baptist University - College of Business and Economics 1989 — 1991
Finance and Economics
Oak Ridge High School 1983 — 1989
Sacred Heart Catholic School 1975 — 1983
Blackwell, Burns & Pratt February 2011 - Present
NRS June 2003 - July 2006
J.C. Bradford & Co. November 1997 - March 2001
Morgan Keegan September 1994 - October 1997
Oppenheimer & Co. June 1990 - August 1994
Skills
Commerial Debt Recovery, Asset & Liability..., Accounts Receivable..., Diplomatic Arbitration, Private Investigations, Litigation, Account Management, Credit Risk, Accounts Receivable, Process Improvement, Debt Settlement, Cash Flow, Operations Management, Credit Analysis, Negotiation, PowerPoint, Team Building, Microsoft Office, Microsoft Excel, Skip Tracing, Policy, Credit, Finance, Customer Service, Sales Management, Training, Call Centers, Executive Management, Loans, Recruiting, CRM, Loss Mitigation, Portfolio Management, Vendor Management, Customer Satisfaction, Team Leadership, Relationship Management, Leadership, Sales, Contract Negotiation, Coaching, Forecasting, Customer Retention, Banking, Payments, Financial Services, Investments, Business Development, Management, Sales Process
Education
Houston Baptist University - College of Business and Economics 1989 — 1991
Finance and Economics
Oak Ridge High School 1983 — 1989
Sacred Heart Catholic School 1975 — 1983
Cecil Fuller Cecil Fuller's Morgan Keegan Experience 1994 - 1997
Job Director, Business Development at LBMC
Industry Information Technology and Services
Experience
LBMC May 2014 - Present
Compuware October 2012 - March 2014
LBMC Technologies 2010 - October 2012
Holland Square Group 2009 - 2010
Richland Financial Group 2003 - 2008
RBC Mortgage January 2001 - January 2003
Birch Telecom January 2000 - January 2001
FISI Madison Financial 1999 - 2000
Edward Jones 1997 - 1999
Morgan Keegan 1994 - 1997
Skills
Business Development, Account Management, New Business Development, Management, Leadership, Contract Negotiation, Strategic Planning, Business Analysis, Strategy, Lead Generation, Sales, Business Intelligence, Team Leadership, Program Management, Solution Selling, Healthcare, Product Management, Market Planning, Networking, Marketing, Consulting, Business Planning, Team Building, Cold Calling, Training, CRM, Outsourcing
Education
Lipscomb University 1980 — 1984
B.S., Business Management
DuPont Senior High School 1975 — 1980
LBMC May 2014 - Present
Compuware October 2012 - March 2014
LBMC Technologies 2010 - October 2012
Holland Square Group 2009 - 2010
Richland Financial Group 2003 - 2008
RBC Mortgage January 2001 - January 2003
Birch Telecom January 2000 - January 2001
FISI Madison Financial 1999 - 2000
Edward Jones 1997 - 1999
Morgan Keegan 1994 - 1997
Skills
Business Development, Account Management, New Business Development, Management, Leadership, Contract Negotiation, Strategic Planning, Business Analysis, Strategy, Lead Generation, Sales, Business Intelligence, Team Leadership, Program Management, Solution Selling, Healthcare, Product Management, Market Planning, Networking, Marketing, Consulting, Business Planning, Team Building, Cold Calling, Training, CRM, Outsourcing
Education
Lipscomb University 1980 — 1984
B.S., Business Management
DuPont Senior High School 1975 — 1980
Casey Lysaght Casey Lysaght's Morgan Keegan Experience May 2008 - August 2010
Job Marketing Director at Eukles Wealth Management
Industry Information Technology and Services
Experience
Eukles Wealth Management October 2014 - Present
Fifth Third Bank May 2011 - September 2014
Morgan Keegan May 2008 - August 2010
Cincinnati Reds June 2007 - August 2010
Education
University of Cincinnati 2014 — 2016
Master's Degree, Marketing, Graduate
Indiana University Bloomington 2007 — 2011
Bachelors, Finance, Technology Management
Eukles Wealth Management October 2014 - Present
Fifth Third Bank May 2011 - September 2014
Morgan Keegan May 2008 - August 2010
Cincinnati Reds June 2007 - August 2010
Education
University of Cincinnati 2014 — 2016
Master's Degree, Marketing, Graduate
Indiana University Bloomington 2007 — 2011
Bachelors, Finance, Technology Management
Brooks Despot Brooks Despot's Morgan Keegan Experience June 2008 - August 2008
Job Vice President at EnCap Investments L.P.
Industry Venture Capital & Private Equity
Experience
EnCap Investments L.P. September 2014 - Present
Escondido Resources II, LLC October 2013 - September 2014
EnCap Investments L.P. August 2009 - November 2013
Morgan Keegan June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Investments, Strategic Planning, Finance, Business Strategy, Competitive Analysis, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance
Louisiana State University 2003 — 2007
BA, Management
EnCap Investments L.P. September 2014 - Present
Escondido Resources II, LLC October 2013 - September 2014
EnCap Investments L.P. August 2009 - November 2013
Morgan Keegan June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Mergers, Investments, Strategic Planning, Finance, Business Strategy, Competitive Analysis, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance
Louisiana State University 2003 — 2007
BA, Management
Anne Hagan, CFP®'s Morgan Keegan Experience January 2007 - November 2009
Job Financial Consultant at Sigma Financial, CFP
Industry Financial Services
Experience
Sigma Financial November 2009 - Present
Morgan Keegan January 2007 - November 2009
Morgan Stanley Smith Barney February 2006 - January 2007
Legg Mason October 1996 - February 2006
Education
Duke University, Executive Program
Executive Program, CFP
LSU
Bachelor of Science (BS), Finance, General
Sigma Financial November 2009 - Present
Morgan Keegan January 2007 - November 2009
Morgan Stanley Smith Barney February 2006 - January 2007
Legg Mason October 1996 - February 2006
Education
Duke University, Executive Program
Executive Program, CFP
LSU
Bachelor of Science (BS), Finance, General
Scotty Dyer Scotty Dyer's Morgan Keegan Experience June 2003 - June 2007
Job at Colwell Construction Company Inc.
Industry Accounting
Experience
Colwell Construction Company Inc. June 2007 - Present
Morgan Keegan June 2003 - June 2007
AIG American General October 2002 - June 2003
Education
David Lipscomb University 1997 — 2001
Bachelor of Science, Finance/Economics, Management
Colwell Construction Company Inc. June 2007 - Present
Morgan Keegan June 2003 - June 2007
AIG American General October 2002 - June 2003
Education
David Lipscomb University 1997 — 2001
Bachelor of Science, Finance/Economics, Management
Ryan Willingham Ryan Willingham's Morgan Keegan Experience May 2007 - June 2010
Job Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Morgan Keegan May 2007 - June 2010
Ernst & Young August 2005 - May 2007
Skills
Financial Modeling, Due Diligence, Corporate Finance, Mergers, Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management
Wake Forest University 2005 — 2007
M.S.A., Accountancy
Duke University 1999 — 2003
B.S., Economics, History
Bank of America Merrill Lynch August 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
Morgan Keegan May 2007 - June 2010
Ernst & Young August 2005 - May 2007
Skills
Financial Modeling, Due Diligence, Corporate Finance, Mergers, Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management
Wake Forest University 2005 — 2007
M.S.A., Accountancy
Duke University 1999 — 2003
B.S., Economics, History
Ben Brownlow Ben Brownlow's Morgan Keegan Experience December 2003 - April 2012
Job Analyst, Equity Research at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan December 2003 - April 2012
Skills
Factset, Bloomberg Terminal, Thomson One, Microsoft Office, Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Equity Research, Equity Valuation
Education
University of Tennessee-Knoxville 2002 — 2003
MBA, Finance, Beta Gamma Sigma Honor Society
Haslam College of Business at the University of Tennessee 1997 — 2001
BBA, Finance
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan December 2003 - April 2012
Skills
Factset, Bloomberg Terminal, Thomson One, Microsoft Office, Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Equity Research, Equity Valuation
Education
University of Tennessee-Knoxville 2002 — 2003
MBA, Finance, Beta Gamma Sigma Honor Society
Haslam College of Business at the University of Tennessee 1997 — 2001
BBA, Finance
Michael Scripps, MBA Michael Scripps, MBA's Morgan Keegan Experience September 2010 - Present
Job Financial Advisor, Portfolio Manager at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan September 2010 - Present
Morgan Stanley Smith Barney February 2007 - September 2010
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2002
MBA, Ethics
Cranbrook Academy of Art
Loyola University New Orleans
Morgan Keegan September 2010 - Present
Morgan Stanley Smith Barney February 2007 - September 2010
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2002
MBA, Ethics
Cranbrook Academy of Art
Loyola University New Orleans
Liz Barnett Liz Barnett's Morgan Keegan Experience 2004 - 2005
Job Proprietary Trader
Industry Capital Markets
Experience
Southshore Investment Group 2014 - Present
Weather Trends International April 2012 - Present
Morgan Keegan 2004 - 2005
Petrie Parkman & Co. 2000 - 2004
Skills
Valuation, Equities, Options, Financial Modeling, Trading, Business Development, Business Strategy, Forecasting, Capital Markets, Commodity, Derivatives, Investments, Portfolio Management
Education
Fairfield University
Master of Science (MS), Finance, General
Southshore Investment Group 2014 - Present
Weather Trends International April 2012 - Present
Morgan Keegan 2004 - 2005
Petrie Parkman & Co. 2000 - 2004
Skills
Valuation, Equities, Options, Financial Modeling, Trading, Business Development, Business Strategy, Forecasting, Capital Markets, Commodity, Derivatives, Investments, Portfolio Management
Education
Fairfield University
Master of Science (MS), Finance, General
Kisen Nathu Kisen Nathu's Morgan Keegan Experience July 2002 - August 2003
Job Vice President at Encore Consumer Capital
Industry Venture Capital & Private Equity
Experience
Encore Consumer Capital December 2006 - Present
CapitalSource September 2005 - December 2006
Piper Jaffray September 2003 - July 2005
Morgan Keegan July 2002 - August 2003
Skills
LBO, Venture Capital, Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking
Education
Duke University 1998 — 2002
BS, Economics
Encore Consumer Capital December 2006 - Present
CapitalSource September 2005 - December 2006
Piper Jaffray September 2003 - July 2005
Morgan Keegan July 2002 - August 2003
Skills
LBO, Venture Capital, Financial Modeling, Private Equity, Valuation, Due Diligence, Investment Banking
Education
Duke University 1998 — 2002
BS, Economics
John Konovodoff John Konovodoff's Morgan Keegan Experience January 2010 - April 2010
Job Land Acquisition Manager
Industry Construction
Experience
K. Hovnanian Homes March 2014 - Present
PricewaterhouseCoopers January 2011 - March 2014
COUNTRY Financial June 2010 - December 2010
Clover Investing Club May 2010 - December 2010
Illinois Wesleyan University Stock Club March 2009 - December 2010
Illinois Wesleyan University December 2008 - December 2010
Morgan Keegan January 2010 - April 2010
Orchard Valley Golf Course June 2004 - August 2008
Skills
Investments
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Business Administration (Finance), Minor:Russian Language
K. Hovnanian Homes March 2014 - Present
PricewaterhouseCoopers January 2011 - March 2014
COUNTRY Financial June 2010 - December 2010
Clover Investing Club May 2010 - December 2010
Illinois Wesleyan University Stock Club March 2009 - December 2010
Illinois Wesleyan University December 2008 - December 2010
Morgan Keegan January 2010 - April 2010
Orchard Valley Golf Course June 2004 - August 2008
Skills
Investments
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Business Administration (Finance), Minor:Russian Language
Adam Whitt's Morgan Keegan Experience May 2006 - July 2009
Job Manager, Corporate FP&A
Industry Hospitality
Experience
Hilton Worldwide May 2015 - Present
Air National Guard August 2003 - August 2015
Hilton Worldwide June 2014 - May 2015
Hilton Worldwide January 2013 - June 2014
Missile Defense Agency July 2011 - July 2012
Morgan Keegan May 2006 - July 2009
Skills
Microsoft Excel, Microsoft Word, Entrepreneurship, Operations Management, Military Logistics, VBA, PowerPoint, Logistics, Access, Process Improvement, Data Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2010
MBA, Operations, Entrepreneurship & Innovation, 4.0 GPA
Haslam College of Business at the University of Tennessee 2001 — 2006
Bachelor of Science, Accounting, Finance
Hilton Worldwide May 2015 - Present
Air National Guard August 2003 - August 2015
Hilton Worldwide June 2014 - May 2015
Hilton Worldwide January 2013 - June 2014
Missile Defense Agency July 2011 - July 2012
Morgan Keegan May 2006 - July 2009
Skills
Microsoft Excel, Microsoft Word, Entrepreneurship, Operations Management, Military Logistics, VBA, PowerPoint, Logistics, Access, Process Improvement, Data Analysis
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2010
MBA, Operations, Entrepreneurship & Innovation, 4.0 GPA
Haslam College of Business at the University of Tennessee 2001 — 2006
Bachelor of Science, Accounting, Finance
RJ Blondeau RJ Blondeau's Morgan Keegan Experience February 1998 - October 2003
Job Banyan Consulting Group Inc./ www.banyaninc.com
Industry Insurance
Experience
Banyan Consulting Group Inc. October 2003 - Present
Northwestern Mutual October 2003 - August 2010
Morgan Keegan February 1998 - October 2003
Education
Hampden-Sydney College 1993 — 1997
B.A., Managerial Economics
Fork Union Military Academy
Banyan Consulting Group Inc. October 2003 - Present
Northwestern Mutual October 2003 - August 2010
Morgan Keegan February 1998 - October 2003
Education
Hampden-Sydney College 1993 — 1997
B.A., Managerial Economics
Fork Union Military Academy
Bill Stevens, PMP's Morgan Keegan Experience April 1992 - May 1994
Job Defense & Space Consultant and Contractor
Industry Defense & Space
Experience
Think Project Management May 2004 - Present
USAF May 2001 - May 2004
USAF May 1994 - May 2001
MORGAN KEEGAN April 1992 - May 1994
United States Air Force Academy April 1986 - April 1994
MERRILL LYNCH April 1988 - April 1992
FLIGHT MEDICS, INC. April 1986 - April 1988
USAF April 1984 - April 1986
Education
Webster University 1977 — 1979
MA
Louisiana State University 1969 — 1973
BS
Fortier High School
Think Project Management May 2004 - Present
USAF May 2001 - May 2004
USAF May 1994 - May 2001
MORGAN KEEGAN April 1992 - May 1994
United States Air Force Academy April 1986 - April 1994
MERRILL LYNCH April 1988 - April 1992
FLIGHT MEDICS, INC. April 1986 - April 1988
USAF April 1984 - April 1986
Education
Webster University 1977 — 1979
MA
Louisiana State University 1969 — 1973
BS
Fortier High School
Jason Bloomfield's Morgan Keegan Experience June 2003 - June 2005
Job
Industry Airlines/Aviation
Experience
Delta Air Lines April 2015 - Present
Delta Air Lines September 2012 - March 2015
Delta Air Lines November 2010 - August 2012
Delta Air Lines May 2009 - November 2010
Dalton Management Partners, LLC June 2007 - March 2009
BMO Capital Markets June 2005 - May 2007
Morgan Keegan June 2003 - June 2005
McMaster-Carr 1999 - 2001
Skills
Financial Modeling, Competitive Analysis
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA
University of Tennessee-Knoxville 1995 — 1999
BA
White Station High School
Delta Air Lines April 2015 - Present
Delta Air Lines September 2012 - March 2015
Delta Air Lines November 2010 - August 2012
Delta Air Lines May 2009 - November 2010
Dalton Management Partners, LLC June 2007 - March 2009
BMO Capital Markets June 2005 - May 2007
Morgan Keegan June 2003 - June 2005
McMaster-Carr 1999 - 2001
Skills
Financial Modeling, Competitive Analysis
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA
University of Tennessee-Knoxville 1995 — 1999
BA
White Station High School
Jenny Vallee's Morgan Keegan Experience January 2008 - Present
Job Financial Advisor at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan January 2008 - Present
Smith Barney May 2004 - January 2008
Education
Louisiana State University 2006 — 2007
EMBA, Business
Louisiana State University 2000 — 2004
BS, Finance
Morgan Keegan January 2008 - Present
Smith Barney May 2004 - January 2008
Education
Louisiana State University 2006 — 2007
EMBA, Business
Louisiana State University 2000 — 2004
BS, Finance
Daniel Hudson, CPA's Morgan Keegan Experience November 2001 - August 2004
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2014 - Present
PwC September 2011 - January 2014
Deloitte June 2009 - September 2011
Deloitte September 2007 - May 2009
Debtwire August 2006 - August 2007
MBIA May 2005 - August 2006
Morgan Keegan November 2001 - August 2004
Studio B August 1999 - September 2000
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Finance, Portfolio Management, Fixed Income, Financial Services, Auditing, Restructuring, Private Equity, Investment Banking, Analysis
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance, Management, and Accounting
Florida State University - College of Business 1999 — 2001
BS, Finance
Duff & Phelps January 2014 - Present
PwC September 2011 - January 2014
Deloitte June 2009 - September 2011
Deloitte September 2007 - May 2009
Debtwire August 2006 - August 2007
MBIA May 2005 - August 2006
Morgan Keegan November 2001 - August 2004
Studio B August 1999 - September 2000
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Finance, Portfolio Management, Fixed Income, Financial Services, Auditing, Restructuring, Private Equity, Investment Banking, Analysis
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance, Management, and Accounting
Florida State University - College of Business 1999 — 2001
BS, Finance
Lisa Gray, Generationally Dynamic Family Governance's Morgan Keegan Experience October 1990 - January 1997
Job Managing Member at graymatter Strategies LLC
Industry Management Consulting
Experience
graymatter Strategies LLC July 2002 - Present
UBS (formerly PaineWebber, Inc.) January 1997 - August 1999
Morgan Keegan October 1990 - January 1997
Skills
family crisis management, family meeting..., family governance..., Wealth Management, Asset Allocation, Wealth, Governance, Crisis Management, Family Office, Marketing Management, Family Business, Marketing Communications, Communication, Building Relationships, Education, family office structures, family office project..., Structures, Investments, Project Management, Portfolio Management, Training, Entrepreneurship, High Net Worth..., Wealth Management..., Management, Asset Management, Alternative Investments, Financial Risk, Hedge Funds, CRM, Investment Management
Education
The University of Memphis 1975 — 1979
B.A., Vocal performance
Harding University 1973 — 1975
Bachelor of Arts, Vocal performance
graymatter Strategies LLC July 2002 - Present
UBS (formerly PaineWebber, Inc.) January 1997 - August 1999
Morgan Keegan October 1990 - January 1997
Skills
family crisis management, family meeting..., family governance..., Wealth Management, Asset Allocation, Wealth, Governance, Crisis Management, Family Office, Marketing Management, Family Business, Marketing Communications, Communication, Building Relationships, Education, family office structures, family office project..., Structures, Investments, Project Management, Portfolio Management, Training, Entrepreneurship, High Net Worth..., Wealth Management..., Management, Asset Management, Alternative Investments, Financial Risk, Hedge Funds, CRM, Investment Management
Education
The University of Memphis 1975 — 1979
B.A., Vocal performance
Harding University 1973 — 1975
Bachelor of Arts, Vocal performance
Chris Giglio's Morgan Keegan Experience January 2003 - June 2006
Job Investment Officer at Unum
Industry Investment Management
Experience
Unum July 2010 - Present
StableRiver Capital Management April 2008 - July 2010
Trusco Capital Management June 2006 - March 2008
Morgan Keegan January 2003 - June 2006
Hewitt Associates July 1998 - July 2001
Education
University of Tennessee-Knoxville 2001 — 2002
MBA, Finance
Illinois Wesleyan University 1994 — 1998
BA, Economics and Business Administration
Unum July 2010 - Present
StableRiver Capital Management April 2008 - July 2010
Trusco Capital Management June 2006 - March 2008
Morgan Keegan January 2003 - June 2006
Hewitt Associates July 1998 - July 2001
Education
University of Tennessee-Knoxville 2001 — 2002
MBA, Finance
Illinois Wesleyan University 1994 — 1998
BA, Economics and Business Administration
John Showalter's Morgan Keegan Experience October 2008 - Present
Job Sr Vice President at Morgan Keegan
Industry Real Estate
Experience
Morgan Keegan October 2008 - Present
Showalter Properties llc April 1983 - Present
Stephens Inc. November 1989 - September 2008
Education
Harding University 1972 — 1976
Morgan Keegan October 2008 - Present
Showalter Properties llc April 1983 - Present
Stephens Inc. November 1989 - September 2008
Education
Harding University 1972 — 1976
Francis Shappard's Morgan Keegan Experience April 1999 - September 2002
Job VP & Regional Sales Manager at Advisor Group
Industry Financial Services
Experience
AIG Advisor Group September 2002 - Present
Morgan Keegan April 1999 - September 2002
Education
Indiana University - Kelley School of Business 1983 — 1985
BS, Marketing
AIG Advisor Group September 2002 - Present
Morgan Keegan April 1999 - September 2002
Education
Indiana University - Kelley School of Business 1983 — 1985
BS, Marketing
Buddy Lyons, CFA's Morgan Keegan Experience August 2001 - July 2003
Job CEO/Founder at Entac Medical LLC
Industry Medical Devices
Experience
Entac Medical LLC August 2011 - Present
The Lyons Share Group LLC September 2005 - Present
arGentis Pharmaceuticals Inc. August 2006 - September 2008
Stanford Group Company 2003 - 2005
Morgan Keegan August 2001 - July 2003
Wachovia Asset Management 1995 - 1999
Policy Management Systems Corp 1984 - 1988
Policy Management Systems Corp 1984 - 1988
Skills
Biotechnology, Strategy, Start-ups, Medical Devices, Pharmaceutical Industry, Clinical Development, Clinical Trials, Oncology, FDA, Business Development, Valuation, Leadership, Biopharmaceuticals, Equities, Portfolio Management, Investments, Strategic Planning, Healthcare, Finance
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Investment Finance
University of South Carolina - Darla Moore School of Business 1980 — 1984
B.S., Finance and Business Economics
Entac Medical LLC August 2011 - Present
The Lyons Share Group LLC September 2005 - Present
arGentis Pharmaceuticals Inc. August 2006 - September 2008
Stanford Group Company 2003 - 2005
Morgan Keegan August 2001 - July 2003
Wachovia Asset Management 1995 - 1999
Policy Management Systems Corp 1984 - 1988
Policy Management Systems Corp 1984 - 1988
Skills
Biotechnology, Strategy, Start-ups, Medical Devices, Pharmaceutical Industry, Clinical Development, Clinical Trials, Oncology, FDA, Business Development, Valuation, Leadership, Biopharmaceuticals, Equities, Portfolio Management, Investments, Strategic Planning, Healthcare, Finance
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA, Investment Finance
University of South Carolina - Darla Moore School of Business 1980 — 1984
B.S., Finance and Business Economics
Robert Bo Ladyman, CFA's Morgan Keegan Experience August 2009 - April 2012
Job Senior Equity Research Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan August 2009 - April 2012
Skills
Financial Modeling, Financial Analysis, Technical Writing, Team Leadership, Communication Skills, Microsoft Excel, Equity Research
Education
Furman University 2005 — 2009
Mathematics-Economics
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan August 2009 - April 2012
Skills
Financial Modeling, Financial Analysis, Technical Writing, Team Leadership, Communication Skills, Microsoft Excel, Equity Research
Education
Furman University 2005 — 2009
Mathematics-Economics
Michael Brown's Morgan Keegan Experience 1993 - 1995
Job National Director / Business Development
Industry Information Technology and Services
Experience
Tier3MD April 2010 - Present
MD Tech Pro April 2010 - October 2013
Kirbo Property Services, LLC 2008 - 2010
Diagnostic Ventures, LLC 2005 - 2008
HealthAmerica Realty Group, LLC 1999 - 2005
Diagnostic Imaging, LLC 1995 - 1999
Morgan Keegan 1993 - 1995
Skills
EMR, Healthcare, Real Estate, HIPAA, Healthcare IT, Microsoft Office, EHR, Sales, Healthcare Information..., Medicine, Practice Management, Healthcare Consulting, Healthcare Industry, Team Building, Healthcare Management, Managed Care, Leadership, Physicians, Informatics, Software Implementation, Hospitals, Medicare, Consulting, Health Information..., Revenue Cycle
Education
Rhodes College 1986 — 1990
BS, History, International Studies, Economics
University of Innsbruck 1987 — 1987
History
Tier3MD April 2010 - Present
MD Tech Pro April 2010 - October 2013
Kirbo Property Services, LLC 2008 - 2010
Diagnostic Ventures, LLC 2005 - 2008
HealthAmerica Realty Group, LLC 1999 - 2005
Diagnostic Imaging, LLC 1995 - 1999
Morgan Keegan 1993 - 1995
Skills
EMR, Healthcare, Real Estate, HIPAA, Healthcare IT, Microsoft Office, EHR, Sales, Healthcare Information..., Medicine, Practice Management, Healthcare Consulting, Healthcare Industry, Team Building, Healthcare Management, Managed Care, Leadership, Physicians, Informatics, Software Implementation, Hospitals, Medicare, Consulting, Health Information..., Revenue Cycle
Education
Rhodes College 1986 — 1990
BS, History, International Studies, Economics
University of Innsbruck 1987 — 1987
History
Megen Lawrence's Morgan Keegan Experience May 2007 - Present
Job Service Associate for the Clients of Jeff Schultz, Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan May 2007 - Present
Wealth Management May 2005 - May 2007
Law Office of Marc L. Shapiro PA January 2003 - May 2005
Education
Georgia Perimeter College
Morgan Keegan May 2007 - Present
Wealth Management May 2005 - May 2007
Law Office of Marc L. Shapiro PA January 2003 - May 2005
Education
Georgia Perimeter College
Billy Mock's Morgan Keegan Experience August 2007 - May 2012
Job Vice President of Investments at Raymond James
Industry Investment Management
Experience
Raymond James May 2012 - Present
Morgan Keegan August 2007 - May 2012
A.G. Edwards & Sons, Inc. June 2000 - August 2007
Skills
Portfolio Management, Series 7, Asset Allocation
Education
Hampden-Sydney College 1996 — 2000
Bachelor of Science (BS), Economics
Woodberry Forest School 1992 — 1996
University of Economics, Prague
Raymond James May 2012 - Present
Morgan Keegan August 2007 - May 2012
A.G. Edwards & Sons, Inc. June 2000 - August 2007
Skills
Portfolio Management, Series 7, Asset Allocation
Education
Hampden-Sydney College 1996 — 2000
Bachelor of Science (BS), Economics
Woodberry Forest School 1992 — 1996
University of Economics, Prague
Charles Minter's Morgan Keegan Experience strategic marketing lGE Energy2005 - 2007
Job Financial Advisor at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan strategic marketing lGE Energy2005 - 2007
Education
Emory University - Goizueta Business School 2000 — 2003
MBA
Vanderbilt University 1988 — 1992
Morgan Keegan strategic marketing lGE Energy2005 - 2007
Education
Emory University - Goizueta Business School 2000 — 2003
MBA
Vanderbilt University 1988 — 1992
L. Tamara Lockman's Morgan Keegan Experience May 1994 - January 1995
Job Owner, T. Lockman llc
Industry Wholesale
Experience
Design Legacy by Kelly O'Neal July 2015 - Present
T. Lockman llc June 2003 - Present
Rock-Tenn Company April 1999 - April 2001
MODACad March 1997 - April 1999
APNY May 1995 - September 1995
Morgan Keegan May 1994 - January 1995
Skills
Manufacturing, Designs, Import, Account Management, Art, Apparel, Budgets, Business Planning, Business Strategy, Contract Negotiation, Customer Service, Fashion, Forecasting, Furnishings, Interior Design, International Sales, Inventory Management, Negotiation, New Business Development, Operations Management, Product Design, Public Speaking, Product Development, Retail, Purchasing, Sales Management, Sales, Selling, Inventory Control, Leadership, Management, Marketing, Marketing Strategy, Merchandising, Microsoft Word, Strategic Planning, Textiles, Team Building, Wholesale, Social Media, CAD, Food
Education
Fashion Institute of Technology 1995 — 2001
MA, Museum Studies
Memphis College of Art 1994 — 1995
n/a, Computer Arts
University of Kentucky 1992 — 1994
BA, History, Russian Language
Sewanee-The University of the South 1990 — 1992
History Major
Kentwood Sr High School 1989 — 1990
High School
R. J. Reynolds High School 1988 — 1989
Summit School 1982 — 1989
Design Legacy by Kelly O'Neal July 2015 - Present
T. Lockman llc June 2003 - Present
Rock-Tenn Company April 1999 - April 2001
MODACad March 1997 - April 1999
APNY May 1995 - September 1995
Morgan Keegan May 1994 - January 1995
Skills
Manufacturing, Designs, Import, Account Management, Art, Apparel, Budgets, Business Planning, Business Strategy, Contract Negotiation, Customer Service, Fashion, Forecasting, Furnishings, Interior Design, International Sales, Inventory Management, Negotiation, New Business Development, Operations Management, Product Design, Public Speaking, Product Development, Retail, Purchasing, Sales Management, Sales, Selling, Inventory Control, Leadership, Management, Marketing, Marketing Strategy, Merchandising, Microsoft Word, Strategic Planning, Textiles, Team Building, Wholesale, Social Media, CAD, Food
Education
Fashion Institute of Technology 1995 — 2001
MA, Museum Studies
Memphis College of Art 1994 — 1995
n/a, Computer Arts
University of Kentucky 1992 — 1994
BA, History, Russian Language
Sewanee-The University of the South 1990 — 1992
History Major
Kentwood Sr High School 1989 — 1990
High School
R. J. Reynolds High School 1988 — 1989
Summit School 1982 — 1989
Jeanine Blackman's Morgan Keegan Experience July 2006 - November 2010
Job Compiance Manager at Securities Compliance Management
Industry Financial Services
Experience
Securities Compliance Management December 2010 - Present
Morgan Keegan July 2006 - November 2010
Education
Georgia Southern University 2009 — 2011
Master of Science (MS), Economics
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Bachelor of Science (BS), Economics
Securities Compliance Management December 2010 - Present
Morgan Keegan July 2006 - November 2010
Education
Georgia Southern University 2009 — 2011
Master of Science (MS), Economics
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
Bachelor of Science (BS), Economics
DL Freeman's Morgan Keegan Experience March 2007 - May 2013
Job Software Developer
Industry Information Services
Experience
VGT July 2015 - Present
Footballguys.com August 2014 - April 2015
Specialists On Call, Inc. April 2014 - May 2014
Rezult Technology December 2013 - April 2014
Morgan Keegan March 2007 - May 2013
The Memphis Group September 1999 - July 2006
Skills
Microsoft SQL Server, SharePoint, C#, ASP.NET, SQL, jQuery, JavaScript, .NET, SSIS, HTML, AJAX, Visual Studio, Software Development, Web Services, IIS, SSRS, Web Development, ASP.NET AJAX, CSS, Microsoft CRM, Windows, Disaster Recovery, Active Directory, Database Design, T-SQL, VB.NET, Windows Server, Databases, XML, MySQL, SharePoint Designer, Requirements Analysis, Systems Analysis, Software Design, VMware, Programming, Integration, ASP, REST, Microsoft Technologies, Servers, Troubleshooting, Visio
Education
Lipscomb University 2003 — 2008
Bachelor of Arts (B.A.), Philosophy
David Lipscomb University 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
VGT July 2015 - Present
Footballguys.com August 2014 - April 2015
Specialists On Call, Inc. April 2014 - May 2014
Rezult Technology December 2013 - April 2014
Morgan Keegan March 2007 - May 2013
The Memphis Group September 1999 - July 2006
Skills
Microsoft SQL Server, SharePoint, C#, ASP.NET, SQL, jQuery, JavaScript, .NET, SSIS, HTML, AJAX, Visual Studio, Software Development, Web Services, IIS, SSRS, Web Development, ASP.NET AJAX, CSS, Microsoft CRM, Windows, Disaster Recovery, Active Directory, Database Design, T-SQL, VB.NET, Windows Server, Databases, XML, MySQL, SharePoint Designer, Requirements Analysis, Systems Analysis, Software Design, VMware, Programming, Integration, ASP, REST, Microsoft Technologies, Servers, Troubleshooting, Visio
Education
Lipscomb University 2003 — 2008
Bachelor of Arts (B.A.), Philosophy
David Lipscomb University 1992 — 1996
Bachelor of Arts (B.A.), Philosophy
Michael D. Ayres's Morgan Keegan Experience June 2003 - May 2012
Job Associate Director at Cushman & Wakefield | Cornerstone
Industry Commercial Real Estate
Experience
Cushman & Wakefield Cornerstone May 2014 - Present
Cumberland Securities Company, Inc. May 2012 - May 2014
Morgan Keegan June 2003 - May 2012
U.S. Marine Corps 1997 - 2001
Skills
Series 7, Asset Allocation, Finance, Valuation, Portfolio Management, Wealth Management, Investments, Brokerage, Asset Management, Management, Capital Markets, Commercial Real Estate, Financial Analysis, Strategic Planning, Retirement Planning, Strategic Financial..., Leadership, Credit Analysis, Contract Negotiation, Equities, Real Estate, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 2001 — 2004
BS, Finance
The Academy
Cushman & Wakefield Cornerstone May 2014 - Present
Cumberland Securities Company, Inc. May 2012 - May 2014
Morgan Keegan June 2003 - May 2012
U.S. Marine Corps 1997 - 2001
Skills
Series 7, Asset Allocation, Finance, Valuation, Portfolio Management, Wealth Management, Investments, Brokerage, Asset Management, Management, Capital Markets, Commercial Real Estate, Financial Analysis, Strategic Planning, Retirement Planning, Strategic Financial..., Leadership, Credit Analysis, Contract Negotiation, Equities, Real Estate, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 2001 — 2004
BS, Finance
The Academy
Candis Brown's Morgan Keegan Experience November 2010 - February 2013
Job Senior Compliance Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan November 2010 - February 2013
Morgan Keegan July 2007 - October 2010
Skills
Securities, Series 7, FINRA, AML, Mutual Funds, Equities, Capital Markets, Series 63, Investments, Due Diligence, Series 24, Risk Management, Wealth Management, Asset Management, Banking, Fixed Income, Investment Banking, Investment Advisory, Hedge Funds, Alternative Investments
Education
Florida State University - College of Business 1998 — 2000
Bachelor of Science (B.S.), Finance
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan November 2010 - February 2013
Morgan Keegan July 2007 - October 2010
Skills
Securities, Series 7, FINRA, AML, Mutual Funds, Equities, Capital Markets, Series 63, Investments, Due Diligence, Series 24, Risk Management, Wealth Management, Asset Management, Banking, Fixed Income, Investment Banking, Investment Advisory, Hedge Funds, Alternative Investments
Education
Florida State University - College of Business 1998 — 2000
Bachelor of Science (B.S.), Finance
Michael D. Easterly's Morgan Keegan Experience 1990 - 1993
Job CEO/Owner, Brookwood Hill Group, Inc.
Industry Investment Banking
Experience
Brookwood Hill Group, Inc. June 2007 - Present
Legacy Securities Corp. 1993 - 2007
Morgan Keegan 1990 - 1993
William Blair and Co. 1980 - 1985
William Blair and Co. 1980 - 1985
William Blair and Co. 1980 - 1985
Skills
Valuation, Corporate Governance, Venture Capital, Mergers, Investment Banking, Investments, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Management Consulting, Strategy, Private Placements
Education
Harvard Business School 2007 — 2007
Certified in Corporate Board Structure, Corporate Board Goverance and Improvement
Georgia State University 1969 — 1972
MBA, Marketing and Finance
University of Tennessee-Knoxville 1965 — 1969
BS, Business
Brookwood Hill Group, Inc. June 2007 - Present
Legacy Securities Corp. 1993 - 2007
Morgan Keegan 1990 - 1993
William Blair and Co. 1980 - 1985
William Blair and Co. 1980 - 1985
William Blair and Co. 1980 - 1985
Skills
Valuation, Corporate Governance, Venture Capital, Mergers, Investment Banking, Investments, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategic Planning, Financial Modeling, Mergers & Acquisitions, Management Consulting, Strategy, Private Placements
Education
Harvard Business School 2007 — 2007
Certified in Corporate Board Structure, Corporate Board Goverance and Improvement
Georgia State University 1969 — 1972
MBA, Marketing and Finance
University of Tennessee-Knoxville 1965 — 1969
BS, Business
Janet Mirzoyan-Grantham's Morgan Keegan Experience August 2007 - May 2011
Job PM/BA
Industry Information Technology and Services
Experience
CAN Capital March 2015 - Present
TSYS May 2011 - July 2013
Morgan Keegan August 2007 - May 2011
Liberty Tax Service 2011 - 2011
Skills
Portfolio Management, Equities, Financial Analysis, Process Improvement, Software Development, Business Analysis, Project Management, Bloomberg, Requirements Analysis, Financial Modeling, Access, Asset Management, Banking, Risk Management, Analysis
Education
Georgia State University 2005 — 2007
BBA, Finance
Georgia Perimeter College 2002 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
CAN Capital March 2015 - Present
TSYS May 2011 - July 2013
Morgan Keegan August 2007 - May 2011
Liberty Tax Service 2011 - 2011
Skills
Portfolio Management, Equities, Financial Analysis, Process Improvement, Software Development, Business Analysis, Project Management, Bloomberg, Requirements Analysis, Financial Modeling, Access, Asset Management, Banking, Risk Management, Analysis
Education
Georgia State University 2005 — 2007
BBA, Finance
Georgia Perimeter College 2002 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
David Raff's Morgan Keegan Experience 2011 - September 2011
Job Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2011 - Present
Morgan Keegan 2011 - September 2011
Robert W. Baird & Co. 2004 - 2011
Ferris, Baker Watts, Inc. 2003 - 2004
Skills
Real Estate
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
James Madison University 1999 — 2003
BS, Economics, Political Science
Georgetown Preparatory School 1995 — 1999
BMO Capital Markets 2011 - Present
Morgan Keegan 2011 - September 2011
Robert W. Baird & Co. 2004 - 2011
Ferris, Baker Watts, Inc. 2003 - 2004
Skills
Real Estate
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Real Estate
James Madison University 1999 — 2003
BS, Economics, Political Science
Georgetown Preparatory School 1995 — 1999
Chad Sturgill, CFA's Morgan Keegan Experience 2000 - 2001
Job Senior Portfolio Manager at Unified Trust Company, N.A.
Industry Investment Management
Experience
Unified Trust Company, N.A. June 2015 - Present
Community Trust and Investment Company April 2011 - June 2014
Community Trust and Investment Company March 2004 - April 2011
Bank One 2002 - 2003
Morgan Keegan 2000 - 2001
J. C. Bradford & Co. 1997 - 2000
Skills
Investments, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Bonds, Equity Research, Equities, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Finance
Education
Duke University 1990 — 1994
BA, Political Science
The Hill School
The Lexington School
Unified Trust Company, N.A. June 2015 - Present
Community Trust and Investment Company April 2011 - June 2014
Community Trust and Investment Company March 2004 - April 2011
Bank One 2002 - 2003
Morgan Keegan 2000 - 2001
J. C. Bradford & Co. 1997 - 2000
Skills
Investments, Asset Management, Wealth Management, Portfolio Management, Financial Analysis, Asset Allocation, Investment Strategies, Investment Management, Fixed Income, Bonds, Equity Research, Equities, Investment Advisory, Mutual Funds, Retirement Planning, Securities, Strategic Financial..., Finance
Education
Duke University 1990 — 1994
BA, Political Science
The Hill School
The Lexington School
Philip Ruppel's Morgan Keegan Experience August 2004 - December 2005
Job
Industry Venture Capital & Private Equity
Experience
Advantage Capital Partners February 2014 - Present
Navigation Capital Partners August 2013 - February 2014
Navigation Capital Partners September 2008 - March 2012
Bear Stearns June 2006 - June 2008
Morgan Keegan August 2004 - December 2005
Bear Stearns May 2005 - August 2005
Education
Brother Martin
Brother Martin
Brother Martin High School
Goizueta Business School, Emory University
1-Year Accelerated Master of Business Administration (MBA)
Rhodes College
BA
Advantage Capital Partners February 2014 - Present
Navigation Capital Partners August 2013 - February 2014
Navigation Capital Partners September 2008 - March 2012
Bear Stearns June 2006 - June 2008
Morgan Keegan August 2004 - December 2005
Bear Stearns May 2005 - August 2005
Education
Brother Martin
Brother Martin
Brother Martin High School
Goizueta Business School, Emory University
1-Year Accelerated Master of Business Administration (MBA)
Rhodes College
BA
Joseph Crawford's Morgan Keegan Experience August 2004 - April 2007
Job Client Service Associate at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs February 2012 - Present
Goldman Sachs October 2009 - February 2012
First Tennessee Bank February 2008 - October 2009
Morgan Keegan August 2004 - April 2007
Capital Advisory Group, Inc. August 2002 - August 2004
Kimley-Horn and Associates.com 2001 - 2002
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Asset Managment, Investment Management, Wealth Management..., Due Diligence, Series 66, Liquidity Management, Investments, Series 63, Valuation, Equities, Financial Services, Securities, Fixed Income, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, With Distinction
The University of Chicago - Graham School of Continuing Studies 2012 — 2013
Graduate level Financial Accounting and Statistics Courses
Harding University 1996 — 2000
BBA, Finance
Goldman Sachs February 2012 - Present
Goldman Sachs October 2009 - February 2012
First Tennessee Bank February 2008 - October 2009
Morgan Keegan August 2004 - April 2007
Capital Advisory Group, Inc. August 2002 - August 2004
Kimley-Horn and Associates.com 2001 - 2002
Skills
Series 7, Asset Allocation, Mutual Funds, Wealth Management, Asset Managment, Investment Management, Wealth Management..., Due Diligence, Series 66, Liquidity Management, Investments, Series 63, Valuation, Equities, Financial Services, Securities, Fixed Income, Asset Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, With Distinction
The University of Chicago - Graham School of Continuing Studies 2012 — 2013
Graduate level Financial Accounting and Statistics Courses
Harding University 1996 — 2000
BBA, Finance
Dan Feichtner's Morgan Keegan Experience October 2003 - March 2008
Job Vice President at Smith, Moore & Company
Industry Financial Services
Experience
Smith, Moore & Company March 2008 - Present
Morgan Keegan October 2003 - March 2008
Commercial Federal Investments August 1999 - October 2003
Education
Iowa State University - College of Business 1998 — 1999
Bachelor of Science, Business Administration-Major in Finance
University of Kentucky 1995 — 1998
Accounting
Michigan State University 1993 — 1995
University of Detroit Jesuit High 1987 — 1993
Smith, Moore & Company March 2008 - Present
Morgan Keegan October 2003 - March 2008
Commercial Federal Investments August 1999 - October 2003
Education
Iowa State University - College of Business 1998 — 1999
Bachelor of Science, Business Administration-Major in Finance
University of Kentucky 1995 — 1998
Accounting
Michigan State University 1993 — 1995
University of Detroit Jesuit High 1987 — 1993
Bj Dekreek's Morgan Keegan Experience August 2008 - February 2013
Job Financial Advisor at LPL Financial Merit Financial Advisors
Industry Financial Services
Experience
LPL Financial- Merit Financial Advisors December 2013 - Present
Raymond James Financial Inc. August 2008 - February 2013
Morgan Keegan August 2008 - February 2013
Skills
Investments, Insurance, Retirement Planning, Strategic Financial..., Series 7, Series 63, Series 66, Wealth Management, 529 Plans, Retirement Plan...
Education
Georgia State University 1986 — 1991
BA Buisiness Management
LPL Financial- Merit Financial Advisors December 2013 - Present
Raymond James Financial Inc. August 2008 - February 2013
Morgan Keegan August 2008 - February 2013
Skills
Investments, Insurance, Retirement Planning, Strategic Financial..., Series 7, Series 63, Series 66, Wealth Management, 529 Plans, Retirement Plan...
Education
Georgia State University 1986 — 1991
BA Buisiness Management
Susan Mahaffey's Morgan Keegan Experience 1998 - 2001
Job Captain at Atlantic Southeast Airlines
Industry Airlines/Aviation
Experience
Atlantic Southeast Airlines May 2005 - Present
Delta Connection Academy 2001 - 2005
Delta Connection Academy 2001 - 2005
Morgan Keegan 1998 - 2001
United Parcel Service (UPS) 1996 - 1998
Consolidated Planning Corp. 1996 - 1997
Skills
Flight Training, CFI, Flight Planning, Crew Resource Management, Commercial Aviation, Flights, Management, Finance, Civil Aviation, Piloting, Flight Safety, Aviation, Airports, Type Rating, Human Factors
Education
Thomas Edison State College 2002 — 2003
Bachelor's Degree, Social Sciences
Illinois Institute of Technology 1992 — 1996
BA, Political Science
DCA
Commercial Aviation License, Commercial Aviation
Stone Mountain
Atlantic Southeast Airlines May 2005 - Present
Delta Connection Academy 2001 - 2005
Delta Connection Academy 2001 - 2005
Morgan Keegan 1998 - 2001
United Parcel Service (UPS) 1996 - 1998
Consolidated Planning Corp. 1996 - 1997
Skills
Flight Training, CFI, Flight Planning, Crew Resource Management, Commercial Aviation, Flights, Management, Finance, Civil Aviation, Piloting, Flight Safety, Aviation, Airports, Type Rating, Human Factors
Education
Thomas Edison State College 2002 — 2003
Bachelor's Degree, Social Sciences
Illinois Institute of Technology 1992 — 1996
BA, Political Science
DCA
Commercial Aviation License, Commercial Aviation
Stone Mountain
Shelly Fuller's Morgan Keegan Experience September 2003 - January 2005
Job Administrative Assistant at Regions Bank
Industry Banking
Experience
Regions Bank January 2005 - Present
Morgan Keegan September 2003 - January 2005
Education
American Airlines Travel 1991 — 1992
Associate's degree, Travel
Indiana Business College 1989 — 1990
Associate's degree, Business, Management, Marketing, and Related Support Services
Regions Bank January 2005 - Present
Morgan Keegan September 2003 - January 2005
Education
American Airlines Travel 1991 — 1992
Associate's degree, Travel
Indiana Business College 1989 — 1990
Associate's degree, Business, Management, Marketing, and Related Support Services
Larry Meding's Morgan Keegan Experience 2002 - 2006
Job Director BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
BMO Capital Markets June 2013 - Present
CRT Capital Group March 2012 - February 2013
Sterne Agee September 2007 - September 2011
Bear Stearns 2005 - 2007
Morgan Keegan 2002 - 2006
Conseco Capital Management 1999 - 2002
KPMG Peat Marwick 1994 - 1996
Skills
Fixed Income, Valuation, Portfolio Management, Risk Management, Mergers, Trading, Credit Risk, Credit, Financial Institutions, Capital Markets, Bloomberg, ABS
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Finance
Western Michigan University 1986 — 1990
BBA, Finance
Highland High School 1983 — 1986
Genan Kirby's Morgan Keegan Experience July 2005 - August 2008
Job VP Wealth Management Advisor, Fifth Third Private Bank, 3173832691 or Genan.Kirby@53.com
Industry Banking
Experience
Fifth Third Bank June 2015 - Present
SalinBank September 2008 - June 2015
Ash Brokerage 2011 - 2014
Morgan Keegan July 2005 - August 2008
First National Bank & Trust June 2002 - June 2005
Robert W. Baird & Co. January 1991 - June 2002
Members First Credit Union (RCA Credit Union) January 1988 - January 2002
Thomson McKinnon Securities September 1986 - January 1988
Education
Indiana University Bloomington 1980 — 1984
General Studies, Education/Business/Econ
Fifth Third Bank June 2015 - Present
SalinBank September 2008 - June 2015
Ash Brokerage 2011 - 2014
Morgan Keegan July 2005 - August 2008
First National Bank & Trust June 2002 - June 2005
Robert W. Baird & Co. January 1991 - June 2002
Members First Credit Union (RCA Credit Union) January 1988 - January 2002
Thomson McKinnon Securities September 1986 - January 1988
Education
Indiana University Bloomington 1980 — 1984
General Studies, Education/Business/Econ
Alexander Guyton's Morgan Keegan Experience January 2010 - March 2012
Job Investment Banking Associate
Industry Financial Services
Experience
Bailey Southwell & Co. June 2015 - Present
Council Capital October 2013 - August 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan January 2010 - March 2012
Independent Bank August 2009 - December 2009
Skills
Financial Modeling, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Investment Management
Dartmouth College 2005 — 2009
Bachelor of Arts, Economics
Bailey Southwell & Co. June 2015 - Present
Council Capital October 2013 - August 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan January 2010 - March 2012
Independent Bank August 2009 - December 2009
Skills
Financial Modeling, Valuation
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Investment Management
Dartmouth College 2005 — 2009
Bachelor of Arts, Economics
Amy Carson, FIC's Morgan Keegan Experience January 2008 - August 2010
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America February 2014 - Present
Duncan-Williams, Inc. August 2010 - January 2014
Morgan Keegan January 2008 - August 2010
Morgan Keegan January 2000 - March 2006
Morgan Keegan October 1998 - January 2000
Skills
Series 7, Wealth Management, Performance Attribution, Mutual Funds, Securities, Equities, Portfolio Management, Asset Allocation, Wealth Management..., Retirement Planning, Series 63, Investments, Investment Advisory, Asset Management, Finance, Equity Research, Uniform Combined State..., FINRA, Financial Analysis, Insurance, Long-term Care, Fixed Annuities, Series 24, Bonds, Financial Services, Life Insurance
Education
Henderson State University
BA
Modern Woodmen of America February 2014 - Present
Duncan-Williams, Inc. August 2010 - January 2014
Morgan Keegan January 2008 - August 2010
Morgan Keegan January 2000 - March 2006
Morgan Keegan October 1998 - January 2000
Skills
Series 7, Wealth Management, Performance Attribution, Mutual Funds, Securities, Equities, Portfolio Management, Asset Allocation, Wealth Management..., Retirement Planning, Series 63, Investments, Investment Advisory, Asset Management, Finance, Equity Research, Uniform Combined State..., FINRA, Financial Analysis, Insurance, Long-term Care, Fixed Annuities, Series 24, Bonds, Financial Services, Life Insurance
Education
Henderson State University
BA
Christoph O'Donnell's Morgan Keegan Experience February 2005 - February 2008
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates February 2008 - Present
Morgan Keegan February 2005 - February 2008
Professional Triathlete June 2001 - September 2004
Education
Harvard University 1996 — 2001
A.B., Environmental Science and Public Policy
Phillips Exeter Academy
Cambridge Associates February 2008 - Present
Morgan Keegan February 2005 - February 2008
Professional Triathlete June 2001 - September 2004
Education
Harvard University 1996 — 2001
A.B., Environmental Science and Public Policy
Phillips Exeter Academy
Laura McClelland's Morgan Keegan Experience February 2003 - February 2004
Job Project Manager/Business Analyst
Industry Insurance
Experience
Focus Technologies December 2012 - Present
Cypress Insurance Group October 2008 - November 2012
Cypress Insurance Group April 2008 - October 2008
Cypress Insurance Group April 2007 - April 2008
Vanguard Fire & Casualty April 2004 - March 2007
Morgan Keegan February 2003 - February 2004
Skills
Insurance, Business Analysis, Vendor Management, Property & Casualty..., Business Requirements, Requirements Gathering, SDLC, Visio, Claim, Business Process..., Business Process, Requirements Analysis, Process Improvement, Customer Service
Education
Florida Institute of Technology 2005 — 2007
Masters, Computer Information Systems
Rollins College 1998 — 2002
BA, Mathematics
Focus Technologies December 2012 - Present
Cypress Insurance Group October 2008 - November 2012
Cypress Insurance Group April 2008 - October 2008
Cypress Insurance Group April 2007 - April 2008
Vanguard Fire & Casualty April 2004 - March 2007
Morgan Keegan February 2003 - February 2004
Skills
Insurance, Business Analysis, Vendor Management, Property & Casualty..., Business Requirements, Requirements Gathering, SDLC, Visio, Claim, Business Process..., Business Process, Requirements Analysis, Process Improvement, Customer Service
Education
Florida Institute of Technology 2005 — 2007
Masters, Computer Information Systems
Rollins College 1998 — 2002
BA, Mathematics
Gage Logan's Morgan Keegan Experience July 2000 - February 2013
Job Managing Director, AIF, AWMA at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan July 2000 - February 2013
Morgan Keegan September 1987 - July 2000
Skills
Series 7, Equities, Securities, Investments, Mutual Funds, Portfolio Management, Asset Management, Investment Advisory, Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Fixed Annuities, Fixed Income, Credit, Credit Analysis, Series 63, Finance, Financial Advisory, Loans, Investment Banking, Commercial Banking, Commercial Lending
Education
University of Tennessee-Knoxville - College of Business Administration 1983 — 1987
Finance, Finance & Accounting
Raymond James February 2013 - Present
Morgan Keegan July 2000 - February 2013
Morgan Keegan September 1987 - July 2000
Skills
Series 7, Equities, Securities, Investments, Mutual Funds, Portfolio Management, Asset Management, Investment Advisory, Wealth Management, Strategic Financial..., Asset Allocation, Retirement Planning, Fixed Annuities, Fixed Income, Credit, Credit Analysis, Series 63, Finance, Financial Advisory, Loans, Investment Banking, Commercial Banking, Commercial Lending
Education
University of Tennessee-Knoxville - College of Business Administration 1983 — 1987
Finance, Finance & Accounting
Chad Durrance's Morgan Keegan Experience June 2008 - August 2008
Job
Industry Financial Services
Experience
AMCOM June 2009 - Present
Morgan Keegan June 2008 - August 2008
Skills
Government auditing, Financial Analysis, Internal Controls, GAAP, Auditing, Financial Modeling, Management
Education
Florida Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.)
University of Alabama 2005 — 2009
B.S.
Huntsville High School 2003 — 2005
AMCOM June 2009 - Present
Morgan Keegan June 2008 - August 2008
Skills
Government auditing, Financial Analysis, Internal Controls, GAAP, Auditing, Financial Modeling, Management
Education
Florida Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.)
University of Alabama 2005 — 2009
B.S.
Huntsville High School 2003 — 2005
Holly Guthrie's Morgan Keegan Experience June 2003 - August 2006
Job Supervisory Analyst at Janney Montgomery Scott
Industry Capital Markets
Experience
Janney Montgomery Scott January 2011 - Present
Boenning & Scattergood, Inc. 2008 - 2010
Janney Montgomery Scott August 2006 - August 2008
Morgan Keegan June 2003 - August 2006
Education
Gettysburg College 1983 — 1986
BA Economics
Penncrest High School 1979 — 1982
Janney Montgomery Scott January 2011 - Present
Boenning & Scattergood, Inc. 2008 - 2010
Janney Montgomery Scott August 2006 - August 2008
Morgan Keegan June 2003 - August 2006
Education
Gettysburg College 1983 — 1986
BA Economics
Penncrest High School 1979 — 1982
Dennis P. León, PMP's Morgan Keegan Experience August 2008 - September 2009
Job President Owner at The DiviDivi Tree
Industry Financial Services
Experience
The Divi-Divi Tree a Trend Following Company December 2012 - Present
Palm Beach County Clerk & Comptroller June 2011 - November 2012
Project Management Institue - South Florida Chapter 2011 - 2012
Loggerhead Marinelife Center November 2010 - November 2011
Morgan Keegan August 2008 - September 2009
Banc of America Investments October 2005 - July 2008
Morgan Stanley Dean Witter January 1996 - September 2005
Skills
Strategic Financial..., Strategic Planning, Portfolio Management, Wealth Management, Process Improvement, Business Analysis, Series 7, Analysis, Management, Microsoft Office, Finance, Investments, Leadership, New Business Development, Customer Service, Project Planning
Education
Florida Atlantic University 2010 — 2010
PMP
Florida Atlantic University 2009 — 2009
Green Belt
University of Pennsylvania - The Wharton School 2005 — 2005
Associate Investment Consultant
MTS voor Fotografie en Fototechniek 1979 — 1981
Fotografie
Liceo Pedro Gual - Valencia 1968 — 1971
Bachiller
PC Professor
The Divi-Divi Tree a Trend Following Company December 2012 - Present
Palm Beach County Clerk & Comptroller June 2011 - November 2012
Project Management Institue - South Florida Chapter 2011 - 2012
Loggerhead Marinelife Center November 2010 - November 2011
Morgan Keegan August 2008 - September 2009
Banc of America Investments October 2005 - July 2008
Morgan Stanley Dean Witter January 1996 - September 2005
Skills
Strategic Financial..., Strategic Planning, Portfolio Management, Wealth Management, Process Improvement, Business Analysis, Series 7, Analysis, Management, Microsoft Office, Finance, Investments, Leadership, New Business Development, Customer Service, Project Planning
Education
Florida Atlantic University 2010 — 2010
PMP
Florida Atlantic University 2009 — 2009
Green Belt
University of Pennsylvania - The Wharton School 2005 — 2005
Associate Investment Consultant
MTS voor Fotografie en Fototechniek 1979 — 1981
Fotografie
Liceo Pedro Gual - Valencia 1968 — 1971
Bachiller
PC Professor
Jere McGuffee's Morgan Keegan Experience 1992 - 2005
Job Managing Director
Industry Financial Services
Experience
Piper Jaffray August 2011 - Present
Mesirow Financial 2008 - 2011
Deutsche Bank Securities 2006 - 2008
Bear Stearns 2005 - 2006
Morgan Keegan 1992 - 2005
Skills
Debt, Investment Banking, Public Finance, Capital Markets, Bonds, Derivatives, Investments, Fixed Income, Alternative Investments, Equities, Series 7, Securities, Portfolio Management, Structured Products, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Valuation, Trading, Finance, Structured Finance, Risk Management
Education
Emory University - Goizueta Business School 1987 — 1988
MBA
The University of Memphis 1983 — 1987
BBA
Piper Jaffray August 2011 - Present
Mesirow Financial 2008 - 2011
Deutsche Bank Securities 2006 - 2008
Bear Stearns 2005 - 2006
Morgan Keegan 1992 - 2005
Skills
Debt, Investment Banking, Public Finance, Capital Markets, Bonds, Derivatives, Investments, Fixed Income, Alternative Investments, Equities, Series 7, Securities, Portfolio Management, Structured Products, Financial Modeling, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Valuation, Trading, Finance, Structured Finance, Risk Management
Education
Emory University - Goizueta Business School 1987 — 1988
MBA
The University of Memphis 1983 — 1987
BBA
Ben Huston, CFP®'s Morgan Keegan Experience April 2007 - May 2009
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Wells Real Estate Funds November 2009 - March 2011
Morgan Keegan April 2007 - May 2009
National Park Service May 2005 - April 2007
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA, Personal Financial Planning
The University of Georgia 2001 — 2006
BS, Ecology
Fidelity Investments 2011 - Present
Wells Real Estate Funds November 2009 - March 2011
Morgan Keegan April 2007 - May 2009
National Park Service May 2005 - April 2007
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA, Personal Financial Planning
The University of Georgia 2001 — 2006
BS, Ecology
Julie Reynolds's Morgan Keegan Experience November 1998 - November 1999
Job Vice President Revenue Cycle Management at Aurora Diagnostics
Industry Hospital & Health Care
Experience
Aurora Diagnostics July 2015 - Present
Aurora Diagnostics August 2014 - July 2015
Aurora Diagnostics May 2013 - August 2014
Aurora Diagnostics August 2011 - May 2013
NextEra Energy Resources May 2005 - May 2011
Reichel Realty & Investmetns 2004 - 2005
Lehman Brothers December 1999 - February 2003
Morgan Keegan November 1998 - November 1999
Morgan Keegan 1994 - 1997
Rich's 1992 - 1994
Skills
Accounting, Budgeting, Financial Analysis, SOX, Financial Reporting, Forecasting, Internal Controls, Excel, SAP, PowerPoint, Spanish, Auditing, Microsoft Office, Compliance, Outlook, Risk Management, Word, Insurance, Tax, GAAP, Account Reconciliation, Financial Audits, General Ledger, Training, Variance Analysis, Financial Accounting, CPA, Managerial Finance, Cash Flow, Sarbanes-Oxley, Fixed Assets, Cash Flow Forecasting, Journal Entries, Great Plains Software, Analysis, Budgets, Sarbanes-Oxley Act, Microsoft Excel, Consolidation, Microsoft Word, Accounts Payable, Financial Statements
Education
Florida Atlantic University 2005 — 2007
BA, Accounting
Florida Atlantic University 1990 — 1992
BS, Finance
University of Georgia - Terry College of Business 1987 — 1989
Finance
Cardinal Newman High School
Aurora Diagnostics July 2015 - Present
Aurora Diagnostics August 2014 - July 2015
Aurora Diagnostics May 2013 - August 2014
Aurora Diagnostics August 2011 - May 2013
NextEra Energy Resources May 2005 - May 2011
Reichel Realty & Investmetns 2004 - 2005
Lehman Brothers December 1999 - February 2003
Morgan Keegan November 1998 - November 1999
Morgan Keegan 1994 - 1997
Rich's 1992 - 1994
Skills
Accounting, Budgeting, Financial Analysis, SOX, Financial Reporting, Forecasting, Internal Controls, Excel, SAP, PowerPoint, Spanish, Auditing, Microsoft Office, Compliance, Outlook, Risk Management, Word, Insurance, Tax, GAAP, Account Reconciliation, Financial Audits, General Ledger, Training, Variance Analysis, Financial Accounting, CPA, Managerial Finance, Cash Flow, Sarbanes-Oxley, Fixed Assets, Cash Flow Forecasting, Journal Entries, Great Plains Software, Analysis, Budgets, Sarbanes-Oxley Act, Microsoft Excel, Consolidation, Microsoft Word, Accounts Payable, Financial Statements
Education
Florida Atlantic University 2005 — 2007
BA, Accounting
Florida Atlantic University 1990 — 1992
BS, Finance
University of Georgia - Terry College of Business 1987 — 1989
Finance
Cardinal Newman High School
Mary F. Brewer's Morgan Keegan Experience May 2005 - May 2006
Job Business Management
Industry Computer Software
Experience
Stay at Home Mom January 2011 - Present
Davis, Mendel & Regenstein (Part of Ned Davis Research) December 2009 - December 2010
Independent Contractor May 2006 - December 2009
Morgan Keegan May 2005 - May 2006
Deloitte Consulting January 2005 - May 2005
WorldCrest Group/DSSI, Inc. 2000 - 2004
Colonial Pipeline Company June 1999 - August 2000
Avery Resources, Inc. April 1996 - June 1999
Colonial Pipeline Company 1989 - 1996
Skills
Program Management, Quickbooks,, Software Project..., Accounting, Financial Reporting, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Assisting Executives, Presentations, Computer Software..., Account Management, Accounts Payable, Accounts Receivable, Bank Reconciliation, Customer Experience
Education
Georgia State University 1993 — 1996
BBA, Management
Stay at Home Mom January 2011 - Present
Davis, Mendel & Regenstein (Part of Ned Davis Research) December 2009 - December 2010
Independent Contractor May 2006 - December 2009
Morgan Keegan May 2005 - May 2006
Deloitte Consulting January 2005 - May 2005
WorldCrest Group/DSSI, Inc. 2000 - 2004
Colonial Pipeline Company June 1999 - August 2000
Avery Resources, Inc. April 1996 - June 1999
Colonial Pipeline Company 1989 - 1996
Skills
Program Management, Quickbooks,, Software Project..., Accounting, Financial Reporting, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Apple, Assisting Executives, Presentations, Computer Software..., Account Management, Accounts Payable, Accounts Receivable, Bank Reconciliation, Customer Experience
Education
Georgia State University 1993 — 1996
BBA, Management
Tommy Powers, CFP®'s Morgan Keegan Experience February 1997 - January 2003
Job Senior Vice President at FB Financial Services
Industry Banking
Experience
First Bank of Georgia August 2009 - Present
FB Financial Services August 2009 - Present
Regions Bank May 2006 - August 2009
First Tennessee Bank January 2003 - May 2006
Morgan Keegan February 1997 - January 2003
Regions Bank September 1988 - February 1997
Education
The University of Georgia 1994 — 1997
Graduate Banking School
Georgia College and State University 1983 — 1988
BBA, Economics Major, Finance Minor
First Bank of Georgia August 2009 - Present
FB Financial Services August 2009 - Present
Regions Bank May 2006 - August 2009
First Tennessee Bank January 2003 - May 2006
Morgan Keegan February 1997 - January 2003
Regions Bank September 1988 - February 1997
Education
The University of Georgia 1994 — 1997
Graduate Banking School
Georgia College and State University 1983 — 1988
BBA, Economics Major, Finance Minor
Alexandra Zagorski's Morgan Keegan Experience January 2010 - May 2010
Job Marketing and Sales Manager at Medieval Times
Industry Entertainment
Experience
Medieval Times December 2014 - Present
Medieval Times June 2011 - November 2014
Medieval Times May 2009 - April 2011
Morgan Keegan January 2010 - May 2010
Circuit City, Inc November 2005 - December 2008
Skills
Sales, Customer Service, Selling, Databases, Marketing, Account Management, Leadership, Salesforce.com, Social Media Marketing, Management, Microsoft Excel, Team Leadership, Marketing Strategy, Sales Management, Advertising, CRM, Time Management, Customer Satisfaction, Event Management, Event Planning, Direct Sales, Microsoft Office, Forecasting, Trade Shows, Marketing Communications, B2B, PowerPoint, Microsoft Word, Social Networking
Education
Georgia State University, Robinson College of Business 2006 — 2011
Bachelor, Finance, Managerial Sciences
Georgia State University 2006 — 2010
BBA, Finance
Medieval Times December 2014 - Present
Medieval Times June 2011 - November 2014
Medieval Times May 2009 - April 2011
Morgan Keegan January 2010 - May 2010
Circuit City, Inc November 2005 - December 2008
Skills
Sales, Customer Service, Selling, Databases, Marketing, Account Management, Leadership, Salesforce.com, Social Media Marketing, Management, Microsoft Excel, Team Leadership, Marketing Strategy, Sales Management, Advertising, CRM, Time Management, Customer Satisfaction, Event Management, Event Planning, Direct Sales, Microsoft Office, Forecasting, Trade Shows, Marketing Communications, B2B, PowerPoint, Microsoft Word, Social Networking
Education
Georgia State University, Robinson College of Business 2006 — 2011
Bachelor, Finance, Managerial Sciences
Georgia State University 2006 — 2010
BBA, Finance
Daniel Zappala's Morgan Keegan Experience February 2008 - October 2009
Job Tradeweb Direct
Industry Financial Services
Experience
Tradeweb October 2014 - Present
KeyBanc Capital Markets November 2009 - May 2014
KeyBanc Capital Markets November 2009 - March 2011
Morgan Keegan February 2008 - October 2009
Skills
Fixed Income, Investments, Securities, Bonds, Bloomberg, Credit, Series 7, Capital Markets
Education
James Madison University
Bachelor's degree, Political Science and Government
Tradeweb October 2014 - Present
KeyBanc Capital Markets November 2009 - May 2014
KeyBanc Capital Markets November 2009 - March 2011
Morgan Keegan February 2008 - October 2009
Skills
Fixed Income, Investments, Securities, Bonds, Bloomberg, Credit, Series 7, Capital Markets
Education
James Madison University
Bachelor's degree, Political Science and Government
Justin Haag's Morgan Keegan Experience June 2006 - August 2006
Job Manager at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PricewaterhouseCoopers August 2008 - Present
PwC June 2007 - August 2007
Morgan Keegan June 2006 - August 2006
Skills
Accounting, Financial Accounting, Auditing, Microsoft Excel, Assurance, Financial Statements, Internal Controls, GAAP, Financial Reporting, General Ledger, US GAAP, Budgets, Financial Analysis, SEC filings
Education
Indiana University Bloomington 2003 — 2007
Bachelor, Accounting, Finance
Christian Brothers High School 1999 — 2003
PwC July 2014 - Present
PricewaterhouseCoopers August 2008 - Present
PwC June 2007 - August 2007
Morgan Keegan June 2006 - August 2006
Skills
Accounting, Financial Accounting, Auditing, Microsoft Excel, Assurance, Financial Statements, Internal Controls, GAAP, Financial Reporting, General Ledger, US GAAP, Budgets, Financial Analysis, SEC filings
Education
Indiana University Bloomington 2003 — 2007
Bachelor, Accounting, Finance
Christian Brothers High School 1999 — 2003
Fred Hudson's Morgan Keegan Experience January 2001 - October 2005
Job Institutional Equity Sales
Industry Investment Banking
Experience
UBS September 2005 - Present
Morgan Keegan January 2001 - October 2005
Credit Suisse June 1996 - October 2000
Skills
Series 7, Series 63, Series 8 & 24, Equities, Bloomberg, Equity Research, Equity Trading, Capital Markets, Equity Derivatives, Electronic Trading, Structured Products, Institutional Sales, Derivatives, Financial Markets, Investments, Asset Allocation, Trading Systems, Alternative Investments, Trading, Investment Management, Equity Valuation, Portfolio Management, Valuation, Due Diligence, Asset Management, ETFs, Economics, Investment Strategies, Mutual Funds, Venture Capital
Education
Deerfield Academy
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
UBS September 2005 - Present
Morgan Keegan January 2001 - October 2005
Credit Suisse June 1996 - October 2000
Skills
Series 7, Series 63, Series 8 & 24, Equities, Bloomberg, Equity Research, Equity Trading, Capital Markets, Equity Derivatives, Electronic Trading, Structured Products, Institutional Sales, Derivatives, Financial Markets, Investments, Asset Allocation, Trading Systems, Alternative Investments, Trading, Investment Management, Equity Valuation, Portfolio Management, Valuation, Due Diligence, Asset Management, ETFs, Economics, Investment Strategies, Mutual Funds, Venture Capital
Education
Deerfield Academy
Tufts University
Bachelor of Arts (B.A.), International Relations and Affairs
Grant V. McDermott, CFP®'s Morgan Keegan Experience March 2006 - July 2009
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Citizens Financial Group November 2009 - March 2011
Morgan Keegan March 2006 - July 2009
Skills
Personal Financial..., Investment Advisory..., Insurance Planning, Trust Services, Lending Solutions
Education
The University of Tennessee College of Business Administration, Knoxville 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Raymond James March 2011 - Present
Citizens Financial Group November 2009 - March 2011
Morgan Keegan March 2006 - July 2009
Skills
Personal Financial..., Investment Advisory..., Insurance Planning, Trust Services, Lending Solutions
Education
The University of Tennessee College of Business Administration, Knoxville 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Calvin Leverett's Morgan Keegan Experience September 2001 - June 2004
Job Branch Manager at Regions Bank
Industry Banking
Experience
Regions Bank June 2004 - Present
Morgan Keegan September 2001 - June 2004
Regions Financial Corporation September 1999 - June 2001
Education
Georgia Southwestern State University 1987 — 1990
BBA Accounting, Accounting, Business
Regions Bank June 2004 - Present
Morgan Keegan September 2001 - June 2004
Regions Financial Corporation September 1999 - June 2001
Education
Georgia Southwestern State University 1987 — 1990
BBA Accounting, Accounting, Business
Sarah Haizlip's Morgan Keegan Experience 1982 - 1989
Job Sr. Vice President at Summit Asset Management
Industry Investment Management
Experience
Summit Asset Management January 2006 - Present
Legacy Wealth Management September 1995 - January 2005
Progressive Capital September 1989 - September 1995
Morgan Keegan 1982 - 1989
Interstate Securities September 1979 - August 1982
Skills
Investments, Securities, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Strategic Financial..., Client Services, Valuation, Financial Modeling, Public Speaking, Investment Strategies, New Business Development, Business Planning, Business Development, Negotiation, Insurance, Mutual Funds, Finance, Investment Advisory, Retirement Planning, Financial Advisory, Financial Analysis, Risk Management, Employee Benefits, Management, Process Improvement, Commercial Lending, Separately Managed..., Start-ups, Commercial Banking, Leadership, Defined Benefit, Series 7, Private Equity, Estate Planning, Mergers & Acquisitions, Alternative Investments, Equities, Personal Finance, Credit Analysis, Banking, Entrepreneurship, Retirement, Financial Planning
Education
East Carolina University
Master's degree, English/Language Arts Teacher Education
Hutchison School
High School diploma, Liberal Arts
University of North Carolina at Chapel Hill
BA, English, History Education
Summit Asset Management January 2006 - Present
Legacy Wealth Management September 1995 - January 2005
Progressive Capital September 1989 - September 1995
Morgan Keegan 1982 - 1989
Interstate Securities September 1979 - August 1982
Skills
Investments, Securities, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Strategic Financial..., Client Services, Valuation, Financial Modeling, Public Speaking, Investment Strategies, New Business Development, Business Planning, Business Development, Negotiation, Insurance, Mutual Funds, Finance, Investment Advisory, Retirement Planning, Financial Advisory, Financial Analysis, Risk Management, Employee Benefits, Management, Process Improvement, Commercial Lending, Separately Managed..., Start-ups, Commercial Banking, Leadership, Defined Benefit, Series 7, Private Equity, Estate Planning, Mergers & Acquisitions, Alternative Investments, Equities, Personal Finance, Credit Analysis, Banking, Entrepreneurship, Retirement, Financial Planning
Education
East Carolina University
Master's degree, English/Language Arts Teacher Education
Hutchison School
High School diploma, Liberal Arts
University of North Carolina at Chapel Hill
BA, English, History Education
Binta Barry's Morgan Keegan Experience September 2009 - December 2009
Job Corporate Accountant at Invesco
Industry Financial Services
Experience
Invesco May 2012 - May 2013
Georgia State University August 2011 - December 2012
Page Perry LLC July 2010 - November 2010
Morgan Keegan September 2009 - December 2009
Collège Jules Vallès (Creteil, France) October 2002 - May 2003
Skills
Multilingual, Economics, Spanish, Financial Reporting, Time Management, Teamwork, Accounting, Financial Analysis, French, International Business, English, QuickBooks, US GAAP, Investments, Wealth Management, Journal Entries, Account Reconciliation
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master's degree, Accounting
Georgia State University (Atlanta, GA) 2008 — 2009
BBA, Finance/Accounting
Georgia Perimeter College (Atlanta, Georgia) 2006 — 2007
Associate of Science, Business Administration
Université Vincennes-Saint-Denis (Paris VIII) 2005 — 2005
Management
Mercer University (Macon & Atlanta, Georgia) 2004 — 2005
Certificate, ESL
Lycée Privé du Sacré Coeur (Amiens, France)
Sacré Coeur (Amiens, France), Serie Scientifique avec concentration en Math and Biologie
Léon Blum (Paris, France)
Baccalaureat en serie Scientifique, Concentration en Mathematique et Biologie
Invesco May 2012 - May 2013
Georgia State University August 2011 - December 2012
Page Perry LLC July 2010 - November 2010
Morgan Keegan September 2009 - December 2009
Collège Jules Vallès (Creteil, France) October 2002 - May 2003
Skills
Multilingual, Economics, Spanish, Financial Reporting, Time Management, Teamwork, Accounting, Financial Analysis, French, International Business, English, QuickBooks, US GAAP, Investments, Wealth Management, Journal Entries, Account Reconciliation
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master's degree, Accounting
Georgia State University (Atlanta, GA) 2008 — 2009
BBA, Finance/Accounting
Georgia Perimeter College (Atlanta, Georgia) 2006 — 2007
Associate of Science, Business Administration
Université Vincennes-Saint-Denis (Paris VIII) 2005 — 2005
Management
Mercer University (Macon & Atlanta, Georgia) 2004 — 2005
Certificate, ESL
Lycée Privé du Sacré Coeur (Amiens, France)
Sacré Coeur (Amiens, France), Serie Scientifique avec concentration en Math and Biologie
Léon Blum (Paris, France)
Baccalaureat en serie Scientifique, Concentration en Mathematique et Biologie
Tom Whitehead, CFA's Morgan Keegan Experience July 2007 - February 2009
Job Research Analyst at NWQ Investment Management Co
Industry Investment Management
Experience
NWQ Investment Management Co May 2015 - Present
Morgan Stanley June 2011 - April 2015
Conway, Del Genio, Gries & Co., LLC March 2009 - June 2011
Morgan Keegan July 2007 - February 2009
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Capital Markets, Distressed Debt, Restructuring, Fundamental Analysis, LBO, Hedge Funds, Economics, Equity Valuation, Asset Management, Financial Analysis, Mergers
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance & International Business
HKUST Business School
NWQ Investment Management Co May 2015 - Present
Morgan Stanley June 2011 - April 2015
Conway, Del Genio, Gries & Co., LLC March 2009 - June 2011
Morgan Keegan July 2007 - February 2009
Skills
Financial Modeling, Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Capital Markets, Distressed Debt, Restructuring, Fundamental Analysis, LBO, Hedge Funds, Economics, Equity Valuation, Asset Management, Financial Analysis, Mergers
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance & International Business
HKUST Business School
Greg Wilson's Morgan Keegan Experience September 2001 - September 2004
Job Mid South Market Executive at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank May 2014 - Present
Bank of America Merrill Lynch September 2011 - May 2014
DLS Transport April 2011 - January 2014
Wilson Management Group July 2010 - October 2011
First Tennessee Bank March 2008 - August 2010
Regions Bank September 2004 - March 2008
Morgan Keegan September 2001 - September 2004
Skills
Investments, Investment Banking, Commercial Banking, Finance, Business Strategy, Fixed Income, Underwriting, Commercial Lending, Venture Capital, Credit Analysis, Loans, Credit, Managerial Finance, Small Business Lending, Banking, Business Development, Portfolio Management, Sales Management, Treasury Management
Education
Haslam College of Business at the University of Tennessee 1997 — 2001
B.A., Finance
Houston High School 1993 — 1997
General
Grace St Lukes 1984 — 1992
University of Memphis
Fifth Third Bank May 2014 - Present
Bank of America Merrill Lynch September 2011 - May 2014
DLS Transport April 2011 - January 2014
Wilson Management Group July 2010 - October 2011
First Tennessee Bank March 2008 - August 2010
Regions Bank September 2004 - March 2008
Morgan Keegan September 2001 - September 2004
Skills
Investments, Investment Banking, Commercial Banking, Finance, Business Strategy, Fixed Income, Underwriting, Commercial Lending, Venture Capital, Credit Analysis, Loans, Credit, Managerial Finance, Small Business Lending, Banking, Business Development, Portfolio Management, Sales Management, Treasury Management
Education
Haslam College of Business at the University of Tennessee 1997 — 2001
B.A., Finance
Houston High School 1993 — 1997
General
Grace St Lukes 1984 — 1992
University of Memphis
Julianne Fowler's Morgan Keegan Experience June 2011 - Present
Job Bond Portfolio Accountant at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan June 2011 - Present
Education
University of Mississippi 2009 — 2010
MBA
University of Mississippi - School of Business Administration 2009 — 2010
Haslam College of Business at the University of Tennessee 2006 — 2008
B.S. Business Administration, Finance
Morgan Keegan June 2011 - Present
Education
University of Mississippi 2009 — 2010
MBA
University of Mississippi - School of Business Administration 2009 — 2010
Haslam College of Business at the University of Tennessee 2006 — 2008
B.S. Business Administration, Finance
Pamela Marler's Morgan Keegan Experience March 1993 - January 2000
Job Registered FINRA Representive
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2014 - Present
Raymond James Financial Inc. August 2013 - December 2013
International Assets Advisory January 2013 - July 2013
Wells Real Estate Funds March 2003 - July 2012
Lesense Capital Management October 2000 - January 2003
Morgan Keegan March 1993 - January 2000
SunTrust Bank March 1992 - March 1993
First American Bank November 1988 - March 1992
Bank South November 1984 - October 1988
Skills
Asset Managment, Portfolio Management, Financial Analysis, Securities, Equities
Education
Kennesaw State University 1976 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
American Banking Association 1985 — 1988
AIB General Banking Degree, General Banking
SunTrust Robinson Humphrey April 2014 - Present
Raymond James Financial Inc. August 2013 - December 2013
International Assets Advisory January 2013 - July 2013
Wells Real Estate Funds March 2003 - July 2012
Lesense Capital Management October 2000 - January 2003
Morgan Keegan March 1993 - January 2000
SunTrust Bank March 1992 - March 1993
First American Bank November 1988 - March 1992
Bank South November 1984 - October 1988
Skills
Asset Managment, Portfolio Management, Financial Analysis, Securities, Equities
Education
Kennesaw State University 1976 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
American Banking Association 1985 — 1988
AIB General Banking Degree, General Banking
Timothy Ridgley's Morgan Keegan Experience February 2010 - May 2010
Job Intern at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan February 2010 - May 2010
Education
Georgia State University 2006 — 2009
Morgan Keegan February 2010 - May 2010
Education
Georgia State University 2006 — 2009
Christie Lariviere's Morgan Keegan Experience 2003 - 2005
Job Marketing Specialist at Medtronic Spine & Biologics
Industry Medical Devices
Experience
Medtronic Spine & Biologics July 2005 - Present
Morgan Keegan 2003 - 2005
Skills
Spine, Operating Room, Market Development, Disposables, Medical Devices, Capital Equipment, Surgeons, Product Launch, Orthopedic, Surgical Instruments, Sales Operations, Product Development, Commercialization, Biologics, Sales Effectiveness
Education
Florida Institute of Technology
Marketing
Medtronic Spine & Biologics July 2005 - Present
Morgan Keegan 2003 - 2005
Skills
Spine, Operating Room, Market Development, Disposables, Medical Devices, Capital Equipment, Surgeons, Product Launch, Orthopedic, Surgical Instruments, Sales Operations, Product Development, Commercialization, Biologics, Sales Effectiveness
Education
Florida Institute of Technology
Marketing
Angie DeGuira's Morgan Keegan Experience September 2005 - March 2006
Job AVP/Marketing Coordinator at First State
Industry Marketing and Advertising
Experience
First State September 2007 - Present
First State August 2006 - September 2007
Morgan Keegan September 2005 - March 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Financial Analysis, Marketing Communications, Event Planning, Social Media, Event Management, Public Relations
Education
Lambuth University 2002 — 2006
Bachelor of Business Administration, Marketing and Management
First State September 2007 - Present
First State August 2006 - September 2007
Morgan Keegan September 2005 - March 2006
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Financial Analysis, Marketing Communications, Event Planning, Social Media, Event Management, Public Relations
Education
Lambuth University 2002 — 2006
Bachelor of Business Administration, Marketing and Management
Duane Lato's Morgan Keegan Experience 2003 - 2006
Job Regional Sales Manager at Allstate Benefits
Industry Insurance
Experience
Allstate Benefits January 2014 - Present
American General Life and Accident Insurance Company 2006 - January 2014
Morgan Keegan 2003 - 2006
Bank One Securities 1995 - 2003
Skills
Fixed Annuities, Insurance, Life Insurance, Employee Benefits, Retirement Planning, Recruiting, Coaching, Term Life Insurance, Universal Life, Sales Management, Disability Insurance, Whole Life, Critical Illness, Health Insurance
Education
Louisiana State University 1975 — 1980
Allstate Benefits January 2014 - Present
American General Life and Accident Insurance Company 2006 - January 2014
Morgan Keegan 2003 - 2006
Bank One Securities 1995 - 2003
Skills
Fixed Annuities, Insurance, Life Insurance, Employee Benefits, Retirement Planning, Recruiting, Coaching, Term Life Insurance, Universal Life, Sales Management, Disability Insurance, Whole Life, Critical Illness, Health Insurance
Education
Louisiana State University 1975 — 1980
Douglas Higginbotham's Morgan Keegan Experience May 2006 - August 2006
Job Transportation Director
Industry Renewables & Environment
Experience
Southern Recycling - EMR April 2011 - Present
WRIST USA HOUSTON INC. April 2010 - March 2011
Highland Hideaway Townhomes 2008 - 2009
Jefferson Parish City Council May 2008 - August 2008
Morgan Keegan May 2006 - August 2006
Skills
Sales, Purchasing, Logistics, Contract Negotiation, Strategic Planning
Education
Louisiana State University
Southern Recycling - EMR April 2011 - Present
WRIST USA HOUSTON INC. April 2010 - March 2011
Highland Hideaway Townhomes 2008 - 2009
Jefferson Parish City Council May 2008 - August 2008
Morgan Keegan May 2006 - August 2006
Skills
Sales, Purchasing, Logistics, Contract Negotiation, Strategic Planning
Education
Louisiana State University
Cas Lane's Morgan Keegan Experience July 2012 - Present
Job Analyst
Industry Financial Services
Experience
Morgan Keegan July 2012 - Present
Morgan Keegan May 2011 - August 2011
Hunting Creek Country Club March 2006 - August 2011
New York Life Insurance Company May 2010 - November 2010
Morgan Keegan December 2007 - January 2010
Skills
Bloomberg Terminal, Microsoft Excel, Customer Service, Bloomberg, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Portfolio Management, Management, Financial Modeling, Financial Services, Public Speaking
Education
Georgetown College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Keegan July 2012 - Present
Morgan Keegan May 2011 - August 2011
Hunting Creek Country Club March 2006 - August 2011
New York Life Insurance Company May 2010 - November 2010
Morgan Keegan December 2007 - January 2010
Skills
Bloomberg Terminal, Microsoft Excel, Customer Service, Bloomberg, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Portfolio Management, Management, Financial Modeling, Financial Services, Public Speaking
Education
Georgetown College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Mary Grace Walters's Morgan Keegan Experience June 2008 - August 2008
Job Project Manager
Industry Information Technology and Services
Experience
Flow Automotive Companies June 2010 - Present
Sagamore Institute September 2009 - June 2010
Morgan Keegan June 2008 - August 2008
Skills
Social Media, Event Planning, Blogging, Editing, Press Releases, Research, Advertising, Marketing, Copywriting, Project Management, Organization, Business Analysis, Marketing Communications, Agile Project Management, Social Media Marketing, Social Networking
Education
Furman University 2005 — 2009
BA Magna Cum Laude, History
Hutchison School 1990 — 2005
Flow Automotive Companies June 2010 - Present
Sagamore Institute September 2009 - June 2010
Morgan Keegan June 2008 - August 2008
Skills
Social Media, Event Planning, Blogging, Editing, Press Releases, Research, Advertising, Marketing, Copywriting, Project Management, Organization, Business Analysis, Marketing Communications, Agile Project Management, Social Media Marketing, Social Networking
Education
Furman University 2005 — 2009
BA Magna Cum Laude, History
Hutchison School 1990 — 2005
Carolyn Harkins's Morgan Keegan Experience June 1996 - November 1998
Job Senior Financial Advisor at Penn Mezzanine
Industry Venture Capital & Private Equity
Experience
Penn Mezzanine October 2009 - Present
TL Ventures June 2000 - Present
Harkins Venture Advisors August 2009 - Present
SSM Partners November 1998 - June 2000
Morgan Keegan June 1996 - November 1998
Education
Duke University 1992 — 1996
AB, Economics
Penn Mezzanine October 2009 - Present
TL Ventures June 2000 - Present
Harkins Venture Advisors August 2009 - Present
SSM Partners November 1998 - June 2000
Morgan Keegan June 1996 - November 1998
Education
Duke University 1992 — 1996
AB, Economics
Andree Schneider, AAMS®'s Morgan Keegan Experience May 2008 - December 2012
Job Raymond James & Associates
Industry Investment Management
Experience
Raymond James & Associates June 2013 - Present
Capital One June 2012 - July 2013
Morgan Keegan May 2008 - December 2012
Education
Louisiana State University 2010 — 2012
LSU Master of Science in Finance
Louisiana State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Raymond James & Associates June 2013 - Present
Capital One June 2012 - July 2013
Morgan Keegan May 2008 - December 2012
Education
Louisiana State University 2010 — 2012
LSU Master of Science in Finance
Louisiana State University 2006 — 2010
Bachelor of Science (BS), Finance, General
Eason Hahm's Morgan Keegan Experience June 2011 - August 2011
Job Associate, Healthcare Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company July 2015 - Present
William Blair & Company June 2012 - June 2015
Morgan Keegan June 2011 - August 2011
Decision Resources January 2011 - January 2011
Samyang Corporation June 2010 - August 2010
Education
Harvard University 2008 — 2012
BA, Biomedical Engineering, East Asian Studies
Spring Valley High School
William Blair & Company July 2015 - Present
William Blair & Company June 2012 - June 2015
Morgan Keegan June 2011 - August 2011
Decision Resources January 2011 - January 2011
Samyang Corporation June 2010 - August 2010
Education
Harvard University 2008 — 2012
BA, Biomedical Engineering, East Asian Studies
Spring Valley High School
Ike Boruchow's Morgan Keegan Experience June 2007 - August 2008
Job Managing Director Specialty Retail Analyst at Sterne Agee
Industry Research
Experience
Sterne Agee December 2012 - Present
JP Morgan December 2009 - November 2012
Cowen and Company August 2008 - December 2009
Morgan Keegan June 2007 - August 2008
Skills
Financial Modeling, Equity Research, Hedge Funds, Valuation, Financial Analysis, Capital Markets, Fixed Income, Investments, Asset Management, Investment Banking, Equities, Bloomberg
Education
University of Connecticut 2007 — 2010
MBA, Finance
Florida State University 2000 — 2004
BS, Business Managment
Sterne Agee December 2012 - Present
JP Morgan December 2009 - November 2012
Cowen and Company August 2008 - December 2009
Morgan Keegan June 2007 - August 2008
Skills
Financial Modeling, Equity Research, Hedge Funds, Valuation, Financial Analysis, Capital Markets, Fixed Income, Investments, Asset Management, Investment Banking, Equities, Bloomberg
Education
University of Connecticut 2007 — 2010
MBA, Finance
Florida State University 2000 — 2004
BS, Business Managment
Andy Vinson, CFP®, ChFC®'s Morgan Keegan Experience September 2002 - September 2010
Job Financial Planning Coordinator
Industry Financial Services
Experience
Capital Financial Group / MassMutual September 2010 - Present
Morgan Keegan September 2002 - September 2010
Skills
Retirement Planning, Wealth Management, Portfolio Management, Uniform Combined State..., Estate Planning, Financial Analysis, Asset Management
Education
Haslam College of Business at the University of Tennessee 1998 — 2002
Business Administration, Finance
Capital Financial Group / MassMutual September 2010 - Present
Morgan Keegan September 2002 - September 2010
Skills
Retirement Planning, Wealth Management, Portfolio Management, Uniform Combined State..., Estate Planning, Financial Analysis, Asset Management
Education
Haslam College of Business at the University of Tennessee 1998 — 2002
Business Administration, Finance
Sally Ann Runyan, CFA's Morgan Keegan Experience 1983 - 1995
Job MBS Analyst at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 1997 - Present
Morgan Keegan 1983 - 1995
Education
Lake Forest Graduate School of Management 2002 — 2006
MBA
The University of Memphis 1978 — 1982
BBA, International Business
Thomson Reuters June 1997 - Present
Morgan Keegan 1983 - 1995
Education
Lake Forest Graduate School of Management 2002 — 2006
MBA
The University of Memphis 1978 — 1982
BBA, International Business
Kathleen Johanson's Morgan Keegan Experience May 2000 - April 2012
Job First Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Susan McConnell's Morgan Keegan Experience February 2000 - February 2002
Job Whole Foods Market Team Member Specialty
Industry Food & Beverages
Experience
Angelica Corporation October 2013 - June 2014
FDR services Corp. (formerly Angelica Corp.) April 2013 - September 2013
Angelica Corporation November 2011 - April 2013
Merrill Lynch May 2005 - April 2011
Merrill Lynch February 2002 - May 2005
Morgan Keegan February 2000 - February 2002
Education
Hofstra University
B.B.A., Business Management
Angelica Corporation October 2013 - June 2014
FDR services Corp. (formerly Angelica Corp.) April 2013 - September 2013
Angelica Corporation November 2011 - April 2013
Merrill Lynch May 2005 - April 2011
Merrill Lynch February 2002 - May 2005
Morgan Keegan February 2000 - February 2002
Education
Hofstra University
B.B.A., Business Management
Ben Benford's Morgan Keegan Experience February 2009 - Present
Job Financial Advisor at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan February 2009 - Present
WesKel Financial, LLC. June 2006 - February 2009
Education
The University of Georgia 1968 — 1971
BBA, Accounting
Darton College 1966 — 1968
AA, Pre Dental
Morgan Keegan February 2009 - Present
WesKel Financial, LLC. June 2006 - February 2009
Education
The University of Georgia 1968 — 1971
BBA, Accounting
Darton College 1966 — 1968
AA, Pre Dental
Kevin M. Tate ✔'s Morgan Keegan Experience April 2008 - Present
Job Senior IT Business Project Manager with expertise in Trading Systems Implementation | Open to New Opportunities
Industry Financial Services
Experience
Morgan Keegan April 2008 - Present
SunGard Global Services June 2007 - April 2008
ECI Global Systems January 2001 - June 2007
Skills
Project Management, Project Implementation, Project Planning, Product Development, Business Analysis, Process Improvement, Trading Systems, Cross-functional Team..., Capital Markets, Training, Disaster Recovery, Vendor Management, Equities, Management, Electronic Trading, Options, Software Project..., Equity Trading, Market Data, Experienced Business..., Business Solutions..., Team Building, Building Strong..., Technical Training, Troubleshooting, Account Management, System Deployment, IT Management, Trading Software, Team Leadership, IT Leadership, IT Relationship..., BC/DR, Risk Management, Customer Service, Exchange Connectivity, Trading System..., Result Oriented, Action Oriented, Organizational Agility, Quality Oriented, Technical Learning, Priority Setting, Directing Others, Overcoming Challenges, Enjoy New Challenges, Multi-task & Handle...
Education
DePaul University
Bachelors of Science Commerce, Finance
Downers Grove North HS
Morgan Keegan April 2008 - Present
SunGard Global Services June 2007 - April 2008
ECI Global Systems January 2001 - June 2007
Skills
Project Management, Project Implementation, Project Planning, Product Development, Business Analysis, Process Improvement, Trading Systems, Cross-functional Team..., Capital Markets, Training, Disaster Recovery, Vendor Management, Equities, Management, Electronic Trading, Options, Software Project..., Equity Trading, Market Data, Experienced Business..., Business Solutions..., Team Building, Building Strong..., Technical Training, Troubleshooting, Account Management, System Deployment, IT Management, Trading Software, Team Leadership, IT Leadership, IT Relationship..., BC/DR, Risk Management, Customer Service, Exchange Connectivity, Trading System..., Result Oriented, Action Oriented, Organizational Agility, Quality Oriented, Technical Learning, Priority Setting, Directing Others, Overcoming Challenges, Enjoy New Challenges, Multi-task & Handle...
Education
DePaul University
Bachelors of Science Commerce, Finance
Downers Grove North HS
Candice Graham's Morgan Keegan Experience January 2008 - July 2012
Job Office Manager at TNC Affordable Moving
Industry Consumer Services
Experience
TNC Affordable Moving July 2012 - Present
Morgan Keegan January 2008 - July 2012
Grill 83 May 2003 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quicken, Turbo Tax, Outlook, PowerPoint, Type 35 words per minute, Series 7, Series 63
Education
LeMoyne-Owen College 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Southwest Tennessee Community College 2001 — 2004
Associate's degree, Business Administration and Management, General
TNC Affordable Moving July 2012 - Present
Morgan Keegan January 2008 - July 2012
Grill 83 May 2003 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quicken, Turbo Tax, Outlook, PowerPoint, Type 35 words per minute, Series 7, Series 63
Education
LeMoyne-Owen College 2005 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Southwest Tennessee Community College 2001 — 2004
Associate's degree, Business Administration and Management, General
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation