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
George P. Moseley George P. Moseley's Morgan Keegan Experience March 1995 - December 1996
Job Director of Information Systems at Christ Community Health Services
Industry Telecommunications
Experience
Christ Community Health Services July 2014 - Present
Anixter December 1996 - July 2014
Morgan Keegan March 1995 - December 1996
Memphis Micro Services April 1992 - March 1995
HardWarehouse 1988 - 1992
Skills
Data Center, Cabling, Supply Chain, Security, Telecommunications, Process Improvement, VoIP, Network Administration, Supervisory Experience, Sales, Desktop Support..., Remote Desktop, Network Architecture, Project Management, Networking, Software Installation, Cloud Computing, Structured Cabling, Windows Server, Storage, Direct Sales, Cisco Technologies, Wireless, Help Desk Support, Integration, Network Security, Fiber Optics, Optical Fiber, Servers, Team Leadership, IT Strategy, Troubleshooting, Network Design, Managed Services, IT Management, Leadership, Active Directory, VMware, Computer Hardware, Operating Systems, Information Technology, Virtualization, Warehouse Management, IP, LAN-WAN, Unified Communications, Network Engineering, Physical Security, Blackberry Enterprise..., Switches
Education
Reformed Theological Seminary 2009 — 2013
Master of Divinity (M.Div.)
Mississippi State University 2006 — 2006
Completed course work toward MBA
University of Phoenix 1997 — 2006
BS, Business/eBusiness, 3.83 GPA
State Technical Institute in Memphis 1991 — 1997
AAS, Microcomputer Technology Management / Network Communications, 3.5+ GPA
Christ Community Health Services July 2014 - Present
Anixter December 1996 - July 2014
Morgan Keegan March 1995 - December 1996
Memphis Micro Services April 1992 - March 1995
HardWarehouse 1988 - 1992
Skills
Data Center, Cabling, Supply Chain, Security, Telecommunications, Process Improvement, VoIP, Network Administration, Supervisory Experience, Sales, Desktop Support..., Remote Desktop, Network Architecture, Project Management, Networking, Software Installation, Cloud Computing, Structured Cabling, Windows Server, Storage, Direct Sales, Cisco Technologies, Wireless, Help Desk Support, Integration, Network Security, Fiber Optics, Optical Fiber, Servers, Team Leadership, IT Strategy, Troubleshooting, Network Design, Managed Services, IT Management, Leadership, Active Directory, VMware, Computer Hardware, Operating Systems, Information Technology, Virtualization, Warehouse Management, IP, LAN-WAN, Unified Communications, Network Engineering, Physical Security, Blackberry Enterprise..., Switches
Education
Reformed Theological Seminary 2009 — 2013
Master of Divinity (M.Div.)
Mississippi State University 2006 — 2006
Completed course work toward MBA
University of Phoenix 1997 — 2006
BS, Business/eBusiness, 3.83 GPA
State Technical Institute in Memphis 1991 — 1997
AAS, Microcomputer Technology Management / Network Communications, 3.5+ GPA
Justin Kresz Justin Kresz's Morgan Keegan Experience January 2010 - January 2010
Job Equity trader at Kershner Trading Group
Industry Capital Markets
Experience
Kershner Trading Group March 2014 - Present
Unique Pharmaceuticals August 2012 - March 2014
Smith & Nephew June 2011 - August 2011
Smith & Nephew June 2010 - August 2010
Morgan Keegan January 2010 - January 2010
First American Title June 2009 - August 2009
McCormick Stevenson Corporation January 2009 - January 2009
Skills
Solidworks, Mechanical Engineering, Microsoft Office, MathCAD, AutoCAD, CAD, Labview, Engineering, Microsoft Excel, Product Design, Machining, PowerPoint, Microsoft Word, Data Analysis, Statistics, CRM, Syspro, Price Optimization, Production Planning, Marketing Strategy, Pharmaceutical Sales, Contract Negotiation, Competitive Analysis, Hospital Sales, Forecasting, Management, Negotiation, Customer Acquisition, Critical Thinking, Customer Retention, Spreadsheets, Direct Sales, Customer Service, Business Planning
Education
Massachusetts Institute of Technology 2008 — 2012
BS, Mechanical Engineering, Minor in Management, Concentration in Economics, 4.2/5.0
Kershner Trading Group March 2014 - Present
Unique Pharmaceuticals August 2012 - March 2014
Smith & Nephew June 2011 - August 2011
Smith & Nephew June 2010 - August 2010
Morgan Keegan January 2010 - January 2010
First American Title June 2009 - August 2009
McCormick Stevenson Corporation January 2009 - January 2009
Skills
Solidworks, Mechanical Engineering, Microsoft Office, MathCAD, AutoCAD, CAD, Labview, Engineering, Microsoft Excel, Product Design, Machining, PowerPoint, Microsoft Word, Data Analysis, Statistics, CRM, Syspro, Price Optimization, Production Planning, Marketing Strategy, Pharmaceutical Sales, Contract Negotiation, Competitive Analysis, Hospital Sales, Forecasting, Management, Negotiation, Customer Acquisition, Critical Thinking, Customer Retention, Spreadsheets, Direct Sales, Customer Service, Business Planning
Education
Massachusetts Institute of Technology 2008 — 2012
BS, Mechanical Engineering, Minor in Management, Concentration in Economics, 4.2/5.0
Kathryn Banks Kathryn Banks's Morgan Keegan Experience September 2006 - October 2007
Job Accountant at Grantham Poole CPAs
Industry Accounting
Experience
Grantham Poole CPAs August 2008 - Present
Silas Simmons CPAs January 2008 - June 2008
Morgan Keegan September 2006 - October 2007
Ameriprise Financial Services, Inc. May 2005 - December 2005
Skills
Tax Preparation, Tax Accounting, Corporate Finance, Tax Law, Income Tax, Corporate Tax, Tax Compliance, Financial Accounting, Fund Accounting, Small Business..., Personal Finance, Public Finance, Non-profits, CPA, Payroll, Accounting, Bookkeeping, Finance, General Ledger, QuickBooks, Forensic Accounting
Education
Mississippi College 2008 — 2010
Graduate, Acccounting
University of Mississippi 2002 — 2006
Bachelor, Managerial Finance, emphasis Corporate Finance
Grantham Poole CPAs August 2008 - Present
Silas Simmons CPAs January 2008 - June 2008
Morgan Keegan September 2006 - October 2007
Ameriprise Financial Services, Inc. May 2005 - December 2005
Skills
Tax Preparation, Tax Accounting, Corporate Finance, Tax Law, Income Tax, Corporate Tax, Tax Compliance, Financial Accounting, Fund Accounting, Small Business..., Personal Finance, Public Finance, Non-profits, CPA, Payroll, Accounting, Bookkeeping, Finance, General Ledger, QuickBooks, Forensic Accounting
Education
Mississippi College 2008 — 2010
Graduate, Acccounting
University of Mississippi 2002 — 2006
Bachelor, Managerial Finance, emphasis Corporate Finance
William Dorsey Mathis III William Dorsey Mathis III's Morgan Keegan Experience November 1980 - April 2012
Job Emergency Medical Responder Volunteer with Shelby County Tn Government
Industry Financial Services
Experience
Shelby County Government Sheriff's Department April 2013 - Present
Morgan Keegan November 1980 - April 2012
Ford Motor Company 1974 - 1980
Skills
Trading, Banking, Management, Sales, Marketing, Series 7, Sales Operations, Series 63, Investments, Portfolio Management, Fixed Income, Securities, Capital Markets, Bloomberg, Equities
Education
Southern Methodist University - Cox School of Business 1972 — 1973
Master of Business Administration (MBA), FINANCE
University of Tennessee-Knoxville 1968 — 1972
B S BUSINESS ADMINISTRATION, MARKETING
CHRISTIAN BROTHERS HIGH SCHOOL 1964 — 1968
College/University Preparatory and Advanced High School/Secondary Diploma Program
Shelby County Government Sheriff's Department April 2013 - Present
Morgan Keegan November 1980 - April 2012
Ford Motor Company 1974 - 1980
Skills
Trading, Banking, Management, Sales, Marketing, Series 7, Sales Operations, Series 63, Investments, Portfolio Management, Fixed Income, Securities, Capital Markets, Bloomberg, Equities
Education
Southern Methodist University - Cox School of Business 1972 — 1973
Master of Business Administration (MBA), FINANCE
University of Tennessee-Knoxville 1968 — 1972
B S BUSINESS ADMINISTRATION, MARKETING
CHRISTIAN BROTHERS HIGH SCHOOL 1964 — 1968
College/University Preparatory and Advanced High School/Secondary Diploma Program
Richard Dawkins AIF® Richard Dawkins AIF®'s Morgan Keegan Experience March 2001 - February 2013
Job Managing Director, Investments at Raymond James, LLC
Industry Financial Services
Experience
Raymond James, LLC. February 2013 - Present
Morgan Keegan March 2001 - February 2013
Regions Investments June 1994 - March 2001
GE Capital 1994 - 1996
McLaughlin, Piven, Vogel Securites June 1993 - May 1994
Education
University of North Georgia 1989 — 1993
BBA, Business
Palm Beach Community College 1987 — 1989
Commercial Pilot Technology
Raymond James, LLC. February 2013 - Present
Morgan Keegan March 2001 - February 2013
Regions Investments June 1994 - March 2001
GE Capital 1994 - 1996
McLaughlin, Piven, Vogel Securites June 1993 - May 1994
Education
University of North Georgia 1989 — 1993
BBA, Business
Palm Beach Community College 1987 — 1989
Commercial Pilot Technology
Alys Drake's Morgan Keegan Experience August 1989 - May 1995
Job Manager at Eyes On Germantown
Industry Public Relations and Communications
Experience
Howell Marketing Strategies, LLC June 2015 - Present
Eyes On Germantown October 2013 - Present
masterIT May 2012 - Present
Freelance September 1999 - Present
Howell Marketing Strategies, LLC September 2009 - October 2014
Christ United Methodist Church June 1995 - August 1999
Morgan Keegan August 1989 - May 1995
Chandler Simmons & Co August 1987 - August 1989
Skills
Marketing Communications, Social Media Marketing, Public Relations, Non-profits, Marketing Strategy, Strategic Communications, Team Building, Advertising, Email Marketing, Entrepreneurship, Internal Communications, Leadership, Marketing, Newsletters, Nonprofits, Social Media, Social Networking, Project Planning, Public Speaking
Education
Millsaps College 1983 — 1987
BA, History
Memphis Central High School 1980 — 1983
High School Diploma
Grace-St. Luke's Episcopal School 1968 — 1980
Howell Marketing Strategies, LLC June 2015 - Present
Eyes On Germantown October 2013 - Present
masterIT May 2012 - Present
Freelance September 1999 - Present
Howell Marketing Strategies, LLC September 2009 - October 2014
Christ United Methodist Church June 1995 - August 1999
Morgan Keegan August 1989 - May 1995
Chandler Simmons & Co August 1987 - August 1989
Skills
Marketing Communications, Social Media Marketing, Public Relations, Non-profits, Marketing Strategy, Strategic Communications, Team Building, Advertising, Email Marketing, Entrepreneurship, Internal Communications, Leadership, Marketing, Newsletters, Nonprofits, Social Media, Social Networking, Project Planning, Public Speaking
Education
Millsaps College 1983 — 1987
BA, History
Memphis Central High School 1980 — 1983
High School Diploma
Grace-St. Luke's Episcopal School 1968 — 1980
William McCudden William McCudden's Morgan Keegan Experience 1994 - 1995
Job OPEN to A NEW OPPORTUNITY at A NEW COMPANY
Industry Financial Services
Experience
A NEW COMPANY Property ManagerGoetsch Properties IncJune 1994 - October 2012
Chubb Insurance August 2011 - August 2012
Michael Okeefe Inc. 2002 - August 2011
William Latham & Co. 1996 - 2002
William Latham & Co. 1995 - 1996
Morgan Keegan 1994 - 1995
Skills
Equities, Equity Trading, Trading, Electronic Trading, Securities, Trading Systems, ETFs, Options, Bloomberg, Investments, Financial Services, Fixed Income, Hedge Funds, FINRA
Education
Rutgers University-New Brunswick 1987 — 1989
Psychology
A NEW COMPANY Property ManagerGoetsch Properties IncJune 1994 - October 2012
Chubb Insurance August 2011 - August 2012
Michael Okeefe Inc. 2002 - August 2011
William Latham & Co. 1996 - 2002
William Latham & Co. 1995 - 1996
Morgan Keegan 1994 - 1995
Skills
Equities, Equity Trading, Trading, Electronic Trading, Securities, Trading Systems, ETFs, Options, Bloomberg, Investments, Financial Services, Fixed Income, Hedge Funds, FINRA
Education
Rutgers University-New Brunswick 1987 — 1989
Psychology
Kim Bourgeois Kim Bourgeois's Morgan Keegan Experience 2001 - 2002
Job Managing Director at Capital One, Energy Investment Banking
Industry Investment Banking
Experience
Capital One August 2014 - Present
JPMorgan April 2007 - July 2014
Union Bank 2002 - 2007
Morgan Keegan 2001 - 2002
The Avantus Group 1999 - 2000
Skills
Capital Markets, Investment Banking, Valuation, Structured Finance, Private Equity, Due Diligence, Financial Structuring, Financial Modeling, Leveraged Finance, Corporate Finance, Mergers
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BA
Capital One August 2014 - Present
JPMorgan April 2007 - July 2014
Union Bank 2002 - 2007
Morgan Keegan 2001 - 2002
The Avantus Group 1999 - 2000
Skills
Capital Markets, Investment Banking, Valuation, Structured Finance, Private Equity, Due Diligence, Financial Structuring, Financial Modeling, Leveraged Finance, Corporate Finance, Mergers
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BA
Brenda Williams, MA's Morgan Keegan Experience April 2003 - June 2003
Job Program Coordinator at Bossier Parish Community College
Industry Higher Education
Experience
Bossier Parish Community College January 2012 - Present
Bossier Parish Community College September 2010 - January 2012
Bossier Parish Community College April 2005 - August 2010
Bossier Parish Community College January 2004 - March 2005
Bossier Parish Community College June 2003 - December 2003
Morgan Keegan April 2003 - June 2003
Jeff Thompson, Attorney-At-Law February 2003 - March 2003
Bossier Parish Sheriff's Office January 2001 - January 2003
Skills
Time Management, Public Relations, Publications, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Social Media, Social Networking, Social Marketing, Recruiting, College Recruiting, Editing, Facebook, Custom Facebook Pages, Advertising, Company Brochures, Leadership, Team Leadership, Media Relations, Spreadsheets, Student Development, Student Recruiting, Student Engagement, Critical Thinking, Higher Education, Newsletters, Adult Education, PowerPoint, Presentations, Written & Oral..., Press Releases, Trade Shows, Networking, Organizational..., Logo Design, Graphic Design, Purchasing Processes, Customer Service, Customer Oriented, Communication Skills, HTML emails, Interviews, Proofreading, Typing, Creative Writing
Education
Louisiana Tech University 2011 — 2014
Master's Degree, I/O Psychology
Louisiana Tech University 2009 — 2011
Bachelor's Degree, General Studies with Business concentration
Louisiana Tech University 1975 — 1977
Associate's Degree, Administrative Assistant and Secretarial Science, General
Bossier Parish Community College January 2012 - Present
Bossier Parish Community College September 2010 - January 2012
Bossier Parish Community College April 2005 - August 2010
Bossier Parish Community College January 2004 - March 2005
Bossier Parish Community College June 2003 - December 2003
Morgan Keegan April 2003 - June 2003
Jeff Thompson, Attorney-At-Law February 2003 - March 2003
Bossier Parish Sheriff's Office January 2001 - January 2003
Skills
Time Management, Public Relations, Publications, Microsoft Office, Microsoft Excel, Microsoft Word, Photoshop, Social Media, Social Networking, Social Marketing, Recruiting, College Recruiting, Editing, Facebook, Custom Facebook Pages, Advertising, Company Brochures, Leadership, Team Leadership, Media Relations, Spreadsheets, Student Development, Student Recruiting, Student Engagement, Critical Thinking, Higher Education, Newsletters, Adult Education, PowerPoint, Presentations, Written & Oral..., Press Releases, Trade Shows, Networking, Organizational..., Logo Design, Graphic Design, Purchasing Processes, Customer Service, Customer Oriented, Communication Skills, HTML emails, Interviews, Proofreading, Typing, Creative Writing
Education
Louisiana Tech University 2011 — 2014
Master's Degree, I/O Psychology
Louisiana Tech University 2009 — 2011
Bachelor's Degree, General Studies with Business concentration
Louisiana Tech University 1975 — 1977
Associate's Degree, Administrative Assistant and Secretarial Science, General
Phil Elam Phil Elam's Morgan Keegan Experience January 2000 - August 2004
Job Executive Director at Texas Recreational Vehicle Association
Industry Nonprofit Organization Management
Experience
Texas Recreational Vehicle Association April 2013 - Present
Phil Elam Consulting August 2006 - March 2013
Smith Barney August 2004 - August 2006
Morgan Keegan January 2000 - August 2004
Legg Mason October 1994 - January 2000
Texas Rental Association 1984 - 1994
Skills
Sales Management, Vendor Relations, Insurance, Management Consulting, Purchasing, Non-profits, Nonprofits, Program Management, Training, Marketing, Trade Shows, Convention Services, Strategic Planning, Affinity Groups, Alliance Creation, Operations Management, Business Development, Small Business, Public Speaking, Leadership Development, Recruiting, Entrepreneurship, Consulting, Sales, Employee Benefits, Start-ups, Investments, Strategic Partnerships, Strategy, Executive Management, New Business Development, Event Management, Public Relations, Non-profit Leadership
Education
St. Edward's University 1992 — 1994
Business Management
Stephen F. Austin State University 1971 — 1973
Business Management
Lee College 1970 — 1971
Business Management
Ross Sterling 1966 — 1970
Megargel Public Schools
Megargel Public Schools
Texas Recreational Vehicle Association April 2013 - Present
Phil Elam Consulting August 2006 - March 2013
Smith Barney August 2004 - August 2006
Morgan Keegan January 2000 - August 2004
Legg Mason October 1994 - January 2000
Texas Rental Association 1984 - 1994
Skills
Sales Management, Vendor Relations, Insurance, Management Consulting, Purchasing, Non-profits, Nonprofits, Program Management, Training, Marketing, Trade Shows, Convention Services, Strategic Planning, Affinity Groups, Alliance Creation, Operations Management, Business Development, Small Business, Public Speaking, Leadership Development, Recruiting, Entrepreneurship, Consulting, Sales, Employee Benefits, Start-ups, Investments, Strategic Partnerships, Strategy, Executive Management, New Business Development, Event Management, Public Relations, Non-profit Leadership
Education
St. Edward's University 1992 — 1994
Business Management
Stephen F. Austin State University 1971 — 1973
Business Management
Lee College 1970 — 1971
Business Management
Ross Sterling 1966 — 1970
Megargel Public Schools
Megargel Public Schools
Natalie Malone Natalie Malone's Morgan Keegan Experience January 2008 - August 2010
Job Attorney at Butler Snow LLP
Industry Legal Services
Experience
Butler Snow LLP September 2013 - Present
Morgan Keegan January 2008 - August 2010
Regions / Morgan Keegan May 2006 - January 2008
Education
The University of Memphis—Cecil C. Humphreys School of Law 2010 — 2013
Doctor of Law (JD)
Mississippi State University 2001 — 2006
Bachelor of Business Administration (BBA); Bachelor of Arts (BA), International Business
Butler Snow LLP September 2013 - Present
Morgan Keegan January 2008 - August 2010
Regions / Morgan Keegan May 2006 - January 2008
Education
The University of Memphis—Cecil C. Humphreys School of Law 2010 — 2013
Doctor of Law (JD)
Mississippi State University 2001 — 2006
Bachelor of Business Administration (BBA); Bachelor of Arts (BA), International Business
Kevin Greaser's Morgan Keegan Experience July 2005 - May 2007
Job Community Bank President at Alliance Bank
Industry Banking
Experience
Alliance Bank April 2008 - Present
United Way 2012 - 2013
Regions Bank 2007 - 2008
Morgan Keegan July 2005 - May 2007
Commerce Bancshares, Inc. October 1995 - 2005
Skills
Commercial Lending, Loans, Banking, Credit Analysis, Commercial Banking, Customer-focused Selling, Customer-focused Service, Community Banking, Community Support, Small Business Lending, Credit, Financial Analysis, Relationship Management, Banking Relationships, SBA, Retail Banking, Mortgage Lending, Lines Of Credit, Construction Loans, Personnel Management, Team Leadership, Organizational..., Sales Management, Business Loans, Business Relationship..., Commercial Mortgages, Asset Based Lending, Cash Flow, Financial Risk, Risk Management, Real Estate Financing, Strategic Financial..., Residential Mortgages, Credit Risk, Portfolio Management, Cross Selling, Loan Origination, Consumer Lending, Cash Management, Underwriting
Education
Southeast Missouri State University 1978 — 1983
accounting, finance
Notre Dame High School 1975 — 1978
Alliance Bank April 2008 - Present
United Way 2012 - 2013
Regions Bank 2007 - 2008
Morgan Keegan July 2005 - May 2007
Commerce Bancshares, Inc. October 1995 - 2005
Skills
Commercial Lending, Loans, Banking, Credit Analysis, Commercial Banking, Customer-focused Selling, Customer-focused Service, Community Banking, Community Support, Small Business Lending, Credit, Financial Analysis, Relationship Management, Banking Relationships, SBA, Retail Banking, Mortgage Lending, Lines Of Credit, Construction Loans, Personnel Management, Team Leadership, Organizational..., Sales Management, Business Loans, Business Relationship..., Commercial Mortgages, Asset Based Lending, Cash Flow, Financial Risk, Risk Management, Real Estate Financing, Strategic Financial..., Residential Mortgages, Credit Risk, Portfolio Management, Cross Selling, Loan Origination, Consumer Lending, Cash Management, Underwriting
Education
Southeast Missouri State University 1978 — 1983
accounting, finance
Notre Dame High School 1975 — 1978
Scott E. Anderson, CFP® Scott E. Anderson, CFP®'s Morgan Keegan Experience October 1999 - November 2010
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities November 2010 - Present
Morgan Keegan October 1999 - November 2010
Education
Southern Methodist University 1993 — 1997
BA, Communications
Memphis University School 1987 — 1992
Wunderlich Securities November 2010 - Present
Morgan Keegan October 1999 - November 2010
Education
Southern Methodist University 1993 — 1997
BA, Communications
Memphis University School 1987 — 1992
Paul Lawless Paul Lawless's Morgan Keegan Experience 1999 - 2007
Job Looking for a new opportunity
Industry Financial Services
Experience
The Griswold Company, Inc 2007 - 2012
Morgan Keegan 1999 - 2007
Education
Nassau Community College
Associate of Arts and Sciences (AAS)
The Griswold Company, Inc 2007 - 2012
Morgan Keegan 1999 - 2007
Education
Nassau Community College
Associate of Arts and Sciences (AAS)
Lauren Ivy Lauren Ivy's Morgan Keegan Experience June 2008 - January 2009
Job Client Care Coordinator for David Binkley
Industry Real Estate
Experience
Village Real Estate February 2014 - Present
The Emory Group/ Geneologie January 2013 - February 2014
The Emory Group/ Geneologie August 2012 - December 2012
The Emory Group/ Geneologie November 2009 - August 2012
Nashville Business Journal January 2009 - November 2009
Red Bull North America February 2007 - March 2009
Morgan Keegan June 2008 - January 2009
Luckie & Company September 2007 - May 2008
Kanakuk Kamps July 2005 - August 2005
Skills
Marketing, Sales, Account Management, Public Relations, Event Management, Writing, Press Releases, Event Planning, Customer Service, Leadership, Management, Social Media, Sales Operations, Selling, Time Management, Social Media Marketing, Trade Shows, Photography, Microsoft Office, Public Speaking, Fundraising, Marketing Strategy, Facebook, Marketing Communications, Teamwork, Microsoft Excel, Advertising, Social Networking, Networking
Education
Samford University 2004 — 2008
Bachelor of Arts, Journalism and Mass Communication
ECS 1991 — 2004
Village Real Estate February 2014 - Present
The Emory Group/ Geneologie January 2013 - February 2014
The Emory Group/ Geneologie August 2012 - December 2012
The Emory Group/ Geneologie November 2009 - August 2012
Nashville Business Journal January 2009 - November 2009
Red Bull North America February 2007 - March 2009
Morgan Keegan June 2008 - January 2009
Luckie & Company September 2007 - May 2008
Kanakuk Kamps July 2005 - August 2005
Skills
Marketing, Sales, Account Management, Public Relations, Event Management, Writing, Press Releases, Event Planning, Customer Service, Leadership, Management, Social Media, Sales Operations, Selling, Time Management, Social Media Marketing, Trade Shows, Photography, Microsoft Office, Public Speaking, Fundraising, Marketing Strategy, Facebook, Marketing Communications, Teamwork, Microsoft Excel, Advertising, Social Networking, Networking
Education
Samford University 2004 — 2008
Bachelor of Arts, Journalism and Mass Communication
ECS 1991 — 2004
Jimmy Secretarski Jimmy Secretarski's Morgan Keegan Experience July 2005 - July 2008
Job Managing Partner at H&Q Advisory Partners
Industry Investment Banking
Experience
H&Q Advisory Partners July 2014 - Present
CHILDS Advisory Partners January 2009 - June 2014
Morgan Keegan July 2005 - July 2008
Jefferies & Company June 2003 - June 2005
J.P. Morgan 2001 - 2003
Hambrecht & Quist June 1998 - June 2001
Skills
Private Equity, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, M&A experience, Investments, Financial Analysis, Finance, Mergers & Acquisitions, Private Placements, Corporate Development, Venture Capital
Education
Siena College 1994 — 1998
BS, Finance
Arrowhead High School 1990 — 1994
H&Q Advisory Partners July 2014 - Present
CHILDS Advisory Partners January 2009 - June 2014
Morgan Keegan July 2005 - July 2008
Jefferies & Company June 2003 - June 2005
J.P. Morgan 2001 - 2003
Hambrecht & Quist June 1998 - June 2001
Skills
Private Equity, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, M&A experience, Investments, Financial Analysis, Finance, Mergers & Acquisitions, Private Placements, Corporate Development, Venture Capital
Education
Siena College 1994 — 1998
BS, Finance
Arrowhead High School 1990 — 1994
Charles McLean, AIF®'s Morgan Keegan Experience March 2001 - May 2004
Job Managing Partner at SouthTrust Advisors
Industry Financial Services
Experience
SouthTrust Advisors April 2008 - Present
Wachovia Securities Financial Network June 2004 - April 2008
Morgan Keegan March 2001 - May 2004
Skills
Securities, Investments, Wealth Management, Strategic Planning, Financial Advisory, Retirement Planning, FINRA, Financial Planning, Investment Advisory, Customer Service
Education
Louisiana Tech University 1988 — 1994
Bachelor's Degree
Louisiana Tech University, Ruston, Louisiana
Bachelor's of Art
SouthTrust Advisors April 2008 - Present
Wachovia Securities Financial Network June 2004 - April 2008
Morgan Keegan March 2001 - May 2004
Skills
Securities, Investments, Wealth Management, Strategic Planning, Financial Advisory, Retirement Planning, FINRA, Financial Planning, Investment Advisory, Customer Service
Education
Louisiana Tech University 1988 — 1994
Bachelor's Degree
Louisiana Tech University, Ruston, Louisiana
Bachelor's of Art
Ele Jordan's Morgan Keegan Experience August 1992 - April 2013
Job Branch Manager at Raymond James
Industry Investment Management
Experience
Raymond James April 2013 - Present
Morgan Keegan August 1992 - April 2013
Education
St. Edward's University
Texas A&M University-Corpus Christi
Raymond James April 2013 - Present
Morgan Keegan August 1992 - April 2013
Education
St. Edward's University
Texas A&M University-Corpus Christi
Reid Mitchell, AAMS®'s Morgan Keegan Experience March 2007 - February 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan March 2007 - February 2013
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Asset Management, Investments, Retirement, Mutual Funds, Portfolio Management
Education
Middle Tennessee State University 2002 — 2007
Bachelor of Science (BS), Business Administration
Raymond James February 2013 - Present
Morgan Keegan March 2007 - February 2013
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Series 7, Asset Management, Investments, Retirement, Mutual Funds, Portfolio Management
Education
Middle Tennessee State University 2002 — 2007
Bachelor of Science (BS), Business Administration
Robert Shy, AIF®, AWMA® Robert Shy, AIF®, AWMA®'s Morgan Keegan Experience January 1986 - February 2013
Job Investment Management Consultant with The Strategic Alliance Group at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan January 1986 - February 2013
Skills
Retirement Plan..., Retirement Income..., Personalized Investment..., Business Continuation..., AIF®, Accredited..., AWMA®, Accredited...
Education
College for Finacial Planning 2009 — 2010
AWMA, Financial Planning / Wealth Management
Center for Fiduciary Excellence 2003 — 2004
AIF, Fiduciary best practices
Southern Methodist University 1981 — 1985
BBA, Finance
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Memphis University School 1975 — 1981
General HS diploma, Mathematics and Computer Science
Raymond James February 2013 - Present
Morgan Keegan January 1986 - February 2013
Skills
Retirement Plan..., Retirement Income..., Personalized Investment..., Business Continuation..., AIF®, Accredited..., AWMA®, Accredited...
Education
College for Finacial Planning 2009 — 2010
AWMA, Financial Planning / Wealth Management
Center for Fiduciary Excellence 2003 — 2004
AIF, Fiduciary best practices
Southern Methodist University 1981 — 1985
BBA, Finance
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Memphis University School 1975 — 1981
General HS diploma, Mathematics and Computer Science
Shanan O'Driscoll Hedges's Morgan Keegan Experience September 2008 - January 2010
Job Leisure, Travel and Tourism
Industry Leisure, Travel & Tourism
Experience
Carnivorous LLC March 2013 - Present
Crystal Mountain Ski Area December 2012 - Present
The Dinner A'Fare October 2006 - May 2010
Morgan Keegan September 2008 - January 2010
UBS Financial Services 2002 - 2006
Notability October 2001 - June 2002
iS3C January 2001 - October 2001
Starbelly/ Halo Branded Solutions 2000 - 2001
Mobius 1999 - 2000
Bank of America March 1994 - April 1999
Skills
Sales, Investments, Entrepreneurship, Strategic Partnerships, Business Development
Education
Oregon State University 1992 — 1996
BS, Communications
Ashland High School 1990 — 1992
Carnivorous LLC March 2013 - Present
Crystal Mountain Ski Area December 2012 - Present
The Dinner A'Fare October 2006 - May 2010
Morgan Keegan September 2008 - January 2010
UBS Financial Services 2002 - 2006
Notability October 2001 - June 2002
iS3C January 2001 - October 2001
Starbelly/ Halo Branded Solutions 2000 - 2001
Mobius 1999 - 2000
Bank of America March 1994 - April 1999
Skills
Sales, Investments, Entrepreneurship, Strategic Partnerships, Business Development
Education
Oregon State University 1992 — 1996
BS, Communications
Ashland High School 1990 — 1992
James Casler, CRPC ® James Casler, CRPC ®'s Morgan Keegan Experience December 2004 - February 2007
Job Regional Manager at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2014 - Present
John Hancock Mutual Funds LLC March 2011 - October 2014
Genworth Financial March 2007 - January 2011
Morgan Keegan December 2004 - February 2007
Skills
Mutual Funds, Asset Managment, Asset Allocation, Strategic Financial..., Variable Annuities, Fixed Income, Fixed Annuities, Retirement Planning, Equities, Market Research
Education
North Carolina State University 1999 — 2004
BS, Business Management
Lord, Abbett & Co. LLC October 2014 - Present
John Hancock Mutual Funds LLC March 2011 - October 2014
Genworth Financial March 2007 - January 2011
Morgan Keegan December 2004 - February 2007
Skills
Mutual Funds, Asset Managment, Asset Allocation, Strategic Financial..., Variable Annuities, Fixed Income, Fixed Annuities, Retirement Planning, Equities, Market Research
Education
North Carolina State University 1999 — 2004
BS, Business Management
Drew Branscome Drew Branscome's Morgan Keegan Experience June 2007 - April 2008
Job Compliance Department at Southern Farm Bureau Life Insurance
Industry Insurance
Experience
Southern Farm Bureau Life Insurance Company May 2014 - Present
Nextech Partners November 2011 - April 2014
AT&T Mobility September 2008 - November 2011
Morgan Keegan June 2007 - April 2008
Skills
Customer Satisfaction, Telecommunications, Account Management, IT Asset Management, Sales, Sales Operations, Sales Management, Customer Service, Market Research, Solution Selling, Marketing, Insurance, Networking, Microsoft Office, Training, Management, Social Media, Strategic Planning, Project Planning
Education
Mississippi State University 2004 — 2007
B.A, Communication (Public Relations)
Southern Farm Bureau Life Insurance Company May 2014 - Present
Nextech Partners November 2011 - April 2014
AT&T Mobility September 2008 - November 2011
Morgan Keegan June 2007 - April 2008
Skills
Customer Satisfaction, Telecommunications, Account Management, IT Asset Management, Sales, Sales Operations, Sales Management, Customer Service, Market Research, Solution Selling, Marketing, Insurance, Networking, Microsoft Office, Training, Management, Social Media, Strategic Planning, Project Planning
Education
Mississippi State University 2004 — 2007
B.A, Communication (Public Relations)
Randall Hammond Randall Hammond's Morgan Keegan Experience 1999 - 2004
Job Managing Director, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
Theresa Womble Theresa Womble's Morgan Keegan Experience November 1999 - September 2002
Job Director of Investor Relations at Compass Minerals
Industry Mining & Metals
Experience
Compass Minerals June 2014 - Present
Compass Minerals July 2010 - June 2014
Morgan Keegan November 1999 - September 2002
Skills
Investor Relations, Investments, Strategic Communications, Business Strategy, Equities, Analysis, Financial Modeling, Forecasting, Financial Analysis, Marketing
Education
Princeton University 1989 — 1995
MA, PhD
Tulane University 1985 — 1989
BA, History
Compass Minerals June 2014 - Present
Compass Minerals July 2010 - June 2014
Morgan Keegan November 1999 - September 2002
Skills
Investor Relations, Investments, Strategic Communications, Business Strategy, Equities, Analysis, Financial Modeling, Forecasting, Financial Analysis, Marketing
Education
Princeton University 1989 — 1995
MA, PhD
Tulane University 1985 — 1989
BA, History
Brendan Ryan Brendan Ryan's Morgan Keegan Experience June 2006 - August 2006
Job Territory Manager at Fujifilm Sonosite
Industry Medical Devices
Experience
FUJIFILM SonoSite, Inc. July 2014 - Present
GE Healthcare March 2012 - July 2014
GE Healthcare February 2011 - March 2012
Morgan Stanley November 2009 - February 2011
GE Asset Management October 2007 - November 2009
Morgan Keegan June 2006 - August 2006
Kemper Sports Management May 2006 - June 2006
Skills
Portfolio Management, Salesforce.com, Cold Calling, Financial Analysis, Sales, Strategy, Territory Penetration, Territory Development, Territory..., Territory Account..., Medical Devices, Medical Billing, Healthcare Reimbursement, Hospital Reimbursement, Medicare/Medicaid..., Ultrasound, Medical Ultrasound, Diagnostic Ultrasound, Women's Health, Urology, Management, Sales Operations, Microsoft Office, Microsoft Excel, Account Management, PowerPoint, Leadership, Healthcare, Public Speaking, Product Launch, Capital Equipment
Education
Providence College 2003 — 2007
BS, Business Management
FUJIFILM SonoSite, Inc. July 2014 - Present
GE Healthcare March 2012 - July 2014
GE Healthcare February 2011 - March 2012
Morgan Stanley November 2009 - February 2011
GE Asset Management October 2007 - November 2009
Morgan Keegan June 2006 - August 2006
Kemper Sports Management May 2006 - June 2006
Skills
Portfolio Management, Salesforce.com, Cold Calling, Financial Analysis, Sales, Strategy, Territory Penetration, Territory Development, Territory..., Territory Account..., Medical Devices, Medical Billing, Healthcare Reimbursement, Hospital Reimbursement, Medicare/Medicaid..., Ultrasound, Medical Ultrasound, Diagnostic Ultrasound, Women's Health, Urology, Management, Sales Operations, Microsoft Office, Microsoft Excel, Account Management, PowerPoint, Leadership, Healthcare, Public Speaking, Product Launch, Capital Equipment
Education
Providence College 2003 — 2007
BS, Business Management
Erin McCain Erin McCain's Morgan Keegan Experience August 2004 - May 2006
Job Director of Operations at WealthPartners
Industry Financial Services
Experience
WealthPartners, LLP November 2014 - Present
The Farese Group December 2008 - October 2014
Wachovia Securities May 2006 - December 2008
Morgan Keegan August 2004 - May 2006
Skills
Series 7, Series 65, Series 9, Series 10, Series 63
Education
Millsaps College 2002 — 2003
MBA
Millsaps College 1998 — 2002
Bachelor of Science (B.S.), Psychology
WealthPartners, LLP November 2014 - Present
The Farese Group December 2008 - October 2014
Wachovia Securities May 2006 - December 2008
Morgan Keegan August 2004 - May 2006
Skills
Series 7, Series 65, Series 9, Series 10, Series 63
Education
Millsaps College 2002 — 2003
MBA
Millsaps College 1998 — 2002
Bachelor of Science (B.S.), Psychology
B. Michael Poustovoi, CFA B. Michael Poustovoi, CFA's Morgan Keegan Experience July 1998 - May 2001
Job Investment Manager at TRS of Texas
Industry Investment Management
Experience
TRS of Texas June 2014 - Present
Eaton Gate Capital LTD September 2012 - June 2014
Heartland Advisors, Inc. January 2011 - September 2012
Eaton Gate Capital LTD June 2008 - December 2010
L-R Global Partners LLC May 2004 - June 2008
STRS Ohio April 2001 - May 2004
Morgan Keegan July 1998 - May 2001
Regent Pacific Group March 1997 - May 1998
Skills
Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Valuation, Private Equity, Bloomberg, Strategic Planning, Alternative Investments, Wealth Management, Mutual Funds, Due Diligence, Investment Management
Education
Oklahoma City University 1994 — 1996
Master of Business Administration (MBA), International Finance
Kiev Polytechnic University 1990 — 1994
Bachelor of Science (BS), Electrical and Electronics Engineering
TRS of Texas June 2014 - Present
Eaton Gate Capital LTD September 2012 - June 2014
Heartland Advisors, Inc. January 2011 - September 2012
Eaton Gate Capital LTD June 2008 - December 2010
L-R Global Partners LLC May 2004 - June 2008
STRS Ohio April 2001 - May 2004
Morgan Keegan July 1998 - May 2001
Regent Pacific Group March 1997 - May 1998
Skills
Financial Analysis, Hedge Funds, Financial Modeling, Fixed Income, Valuation, Private Equity, Bloomberg, Strategic Planning, Alternative Investments, Wealth Management, Mutual Funds, Due Diligence, Investment Management
Education
Oklahoma City University 1994 — 1996
Master of Business Administration (MBA), International Finance
Kiev Polytechnic University 1990 — 1994
Bachelor of Science (BS), Electrical and Electronics Engineering
Richard J. Smith Richard J. Smith's Morgan Keegan Experience October 1987 - September 2011
Job Managing Director at Smith Thornton Advisors, LLC
Industry Financial Services
Experience
Smith Thornton Advisors, LLC September 2011 - Present
Morgan Keegan October 1987 - September 2011
AmSouth Bank November 1983 - October 1987
First National Bank of Alabama, N.A. October 1980 - November 1983
Skills
Bonds, Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Mergers, Due Diligence, Hedge Funds, Valuation, Venture Capital, Wealth Management..., Retirement, Corporate Finance, Financial Advisory, Investment Strategies, Strategic Financial..., Equity Research, Investment Management, Financial Modeling, Series 65
Education
The University of Alabama School of Law 1975 — 1978
Juris Doctor, Law
Shorter College 1971 — 1975
Bachelor of Arts in History, Liberal Arts
Smith Thornton Advisors, LLC September 2011 - Present
Morgan Keegan October 1987 - September 2011
AmSouth Bank November 1983 - October 1987
First National Bank of Alabama, N.A. October 1980 - November 1983
Skills
Bonds, Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Mergers, Due Diligence, Hedge Funds, Valuation, Venture Capital, Wealth Management..., Retirement, Corporate Finance, Financial Advisory, Investment Strategies, Strategic Financial..., Equity Research, Investment Management, Financial Modeling, Series 65
Education
The University of Alabama School of Law 1975 — 1978
Juris Doctor, Law
Shorter College 1971 — 1975
Bachelor of Arts in History, Liberal Arts
Nicky Prather's Morgan Keegan Experience June 2007 - March 2009
Job Relationship ManagerCommercial Banking C&I at Capital One
Industry Financial Services
Experience
Capital One July 2010 - Present
Capital One March 2009 - July 2010
Morgan Keegan June 2007 - March 2009
Skills
Financial Analysis, Loans, Risk Management
Education
Millsaps College 2005 — 2007
Bachelor of Business Administration, Finance
University of Louisiana at Lafayette 2003 — 2005
Bachelor of Business Administration, Business Management
Capital One July 2010 - Present
Capital One March 2009 - July 2010
Morgan Keegan June 2007 - March 2009
Skills
Financial Analysis, Loans, Risk Management
Education
Millsaps College 2005 — 2007
Bachelor of Business Administration, Finance
University of Louisiana at Lafayette 2003 — 2005
Bachelor of Business Administration, Business Management
Dennis E. Stephen Dennis E. Stephen's Morgan Keegan Experience April 2009 - April 2011
Job President/Wealth Advisor at Limestone Wealth, LLC
Industry Financial Services
Experience
Limestone Wealth, LLC April 2011 - Present
Morgan Keegan April 2009 - April 2011
UBS Financial Services September 2006 - April 2009
Farm Credit Administration 2003 - 2005
Skills
Wealth, Asset, Asset Management, Securities, Portfolio Management, Financial Analysis, Insurance, Retirement, Investments, Wealth Management, Retirement Planning, Financial Planning, Employee Benefits, Annuities, 401k, Long Term Care, Series 7, Asset Allocation, Mutual Funds, Wealth Transfer, Investment Strategies, Investment Advisory, Insurance Planning, Alternative Investments, Financial Advisory, Series 66, IRA's, Pensions, Wealth Accumulation, Retirement Income..., Stocks, ETFs, Fixed Income, Disability Insurance, Annuity, High Net Worth..., Personal Finance, Term Life Insurance, Group Benefits, Wealth Preservation..., Financial Advice, Financial Markets, Estate Planning, Long Term Care Insurance, Life Insurance, Investment Advisory..., Group Insurance, Individual Health..., Investment Management, Wealth Management...
Education
St. Mary's University 2001 — 2003
MBA, Investment Analysis
St. Mary's University 1995 — 2000
BA, Biology
Pearland High School 1991 — 1995
Limestone Wealth, LLC April 2011 - Present
Morgan Keegan April 2009 - April 2011
UBS Financial Services September 2006 - April 2009
Farm Credit Administration 2003 - 2005
Skills
Wealth, Asset, Asset Management, Securities, Portfolio Management, Financial Analysis, Insurance, Retirement, Investments, Wealth Management, Retirement Planning, Financial Planning, Employee Benefits, Annuities, 401k, Long Term Care, Series 7, Asset Allocation, Mutual Funds, Wealth Transfer, Investment Strategies, Investment Advisory, Insurance Planning, Alternative Investments, Financial Advisory, Series 66, IRA's, Pensions, Wealth Accumulation, Retirement Income..., Stocks, ETFs, Fixed Income, Disability Insurance, Annuity, High Net Worth..., Personal Finance, Term Life Insurance, Group Benefits, Wealth Preservation..., Financial Advice, Financial Markets, Estate Planning, Long Term Care Insurance, Life Insurance, Investment Advisory..., Group Insurance, Individual Health..., Investment Management, Wealth Management...
Education
St. Mary's University 2001 — 2003
MBA, Investment Analysis
St. Mary's University 1995 — 2000
BA, Biology
Pearland High School 1991 — 1995
Mark Sargon Mark Sargon's Morgan Keegan Experience December 2008 - March 2013
Job Regional Director at Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors September 2014 - Present
Morgan Keegan December 2008 - March 2013
Advisors Asset Management 2007 - 2008
UBS Financial 1996 - 2004
SunTrust Robinson Humphrey 1989 - 1996
Skills
Investments, Asset Management, Equities, Portfolio Management, Retirement, Bonds, Retirement Planning, Series 7, Mutual Funds, Wealth, Loans, Separately Managed..., Fixed Income, Life Insurance, Financial Advisory, Financial Modeling, Risk Management, ETFs, Private Equity, Funding, Series 65, Series 63, Options, Investment Advisory, Financial Analysis, Asset Allocation, Securities, 401k, Series 6, Alternative Investments, Wealth Management, Strategic Financial..., Hedge Funds, Estate Planning, Investment Management, IRAs, Asset Managment, Financial Planning, FINRA, Uniform Combined State..., Investment Strategies, Capital Markets, Trading, Financial Services
Education
Ohio University 1981 — 1985
Bachelor of Science, Organizational Communication
Firestone HS 1978 — 1982
Piedmont Capital Distributors September 2014 - Present
Morgan Keegan December 2008 - March 2013
Advisors Asset Management 2007 - 2008
UBS Financial 1996 - 2004
SunTrust Robinson Humphrey 1989 - 1996
Skills
Investments, Asset Management, Equities, Portfolio Management, Retirement, Bonds, Retirement Planning, Series 7, Mutual Funds, Wealth, Loans, Separately Managed..., Fixed Income, Life Insurance, Financial Advisory, Financial Modeling, Risk Management, ETFs, Private Equity, Funding, Series 65, Series 63, Options, Investment Advisory, Financial Analysis, Asset Allocation, Securities, 401k, Series 6, Alternative Investments, Wealth Management, Strategic Financial..., Hedge Funds, Estate Planning, Investment Management, IRAs, Asset Managment, Financial Planning, FINRA, Uniform Combined State..., Investment Strategies, Capital Markets, Trading, Financial Services
Education
Ohio University 1981 — 1985
Bachelor of Science, Organizational Communication
Firestone HS 1978 — 1982
Zenobia Austin Godschalk Zenobia Austin Godschalk's Morgan Keegan Experience February 2005 - November 2006
Job CEO, ZAG Communications (Tech PR/IR)
Industry Computer Software
Experience
ZAG Communications November 2006 - Present
Cloud Security Alliance 2009 - Present
Morgan Keegan February 2005 - November 2006
Opsware December 2000 - February 2005
Beyond.com 1999 - 2000
Intel 1998 - 1999
Skills
Strategy, Security, Cloud Computing, Media Relations, Public Relations, Blogging, Investor Relations, Internal Communications, Management, Marketing Communications, Strategic Partnerships, Marketing, Social Media, Strategic Planning, Leadership, Program Management, Start-ups, Networking
Education
Stanford 1994 — 1998
BA, Economics, Industrial Engineering
Lincoln High School 1990 — 1994
University of Cambridge
ZAG Communications November 2006 - Present
Cloud Security Alliance 2009 - Present
Morgan Keegan February 2005 - November 2006
Opsware December 2000 - February 2005
Beyond.com 1999 - 2000
Intel 1998 - 1999
Skills
Strategy, Security, Cloud Computing, Media Relations, Public Relations, Blogging, Investor Relations, Internal Communications, Management, Marketing Communications, Strategic Partnerships, Marketing, Social Media, Strategic Planning, Leadership, Program Management, Start-ups, Networking
Education
Stanford 1994 — 1998
BA, Economics, Industrial Engineering
Lincoln High School 1990 — 1994
University of Cambridge
John Slater John Slater's Morgan Keegan Experience May 1982 - May 1985
Job Partner Focus Investment Banking and Publisher Capital Matters
Industry Investment Banking
Experience
Capital Matters Blog March 2008 - Present
Focus Investment Banking May 2005 - Present
Asset Services/Slater & Company 1985 - 2005
Morgan Keegan May 1982 - May 1985
Winchester Huggins Charlton Leake Brown and Slater May 1979 - May 1982
Martin Tate Morrow and Marston May 1973 - May 1979
Skills
Mezzanine, Growth Capital, Debt, Private Placements, Mergers, Loans, Private Equity, Buyouts, LBO, Recapitalizations, Joint Ventures, Refinance, Restructuring, Divestitures, Structuring, Corporate Finance, Leveraged Finance, Small Business Lending, Loan Structuring, Private Companies, Due Diligence, Investment Banking, Business Valuation, Middle Market, Deal Structuring, M&A experience, Deal Sourcing, Financial Structuring, Mergers & Acquisitions, Angel Investing, Negotiation, Executive Management, Finance, Corporate Development, Entrepreneurship, Structured Finance, Investments, Securities, Valuation, Equities, Financial Modeling, Capital Raising, Venture Capital, Capital, Investor Relations, Funding, Business Development, Strategic Planning, Financial Analysis, Acquisitions
Education
University of Virginia School of Law 1970 — 1973
JD, Law
Princeton University 1966 — 1970
AB, Economics
Capital Matters Blog March 2008 - Present
Focus Investment Banking May 2005 - Present
Asset Services/Slater & Company 1985 - 2005
Morgan Keegan May 1982 - May 1985
Winchester Huggins Charlton Leake Brown and Slater May 1979 - May 1982
Martin Tate Morrow and Marston May 1973 - May 1979
Skills
Mezzanine, Growth Capital, Debt, Private Placements, Mergers, Loans, Private Equity, Buyouts, LBO, Recapitalizations, Joint Ventures, Refinance, Restructuring, Divestitures, Structuring, Corporate Finance, Leveraged Finance, Small Business Lending, Loan Structuring, Private Companies, Due Diligence, Investment Banking, Business Valuation, Middle Market, Deal Structuring, M&A experience, Deal Sourcing, Financial Structuring, Mergers & Acquisitions, Angel Investing, Negotiation, Executive Management, Finance, Corporate Development, Entrepreneurship, Structured Finance, Investments, Securities, Valuation, Equities, Financial Modeling, Capital Raising, Venture Capital, Capital, Investor Relations, Funding, Business Development, Strategic Planning, Financial Analysis, Acquisitions
Education
University of Virginia School of Law 1970 — 1973
JD, Law
Princeton University 1966 — 1970
AB, Economics
Leonard Bland Leonard Bland's Morgan Keegan Experience October 1995 - February 2013
Job Technology Test Analyst at Raymond James Investment Services
Industry Investment Management
Experience
Raymond James Investment Services February 2013 - Present
Morgan Keegan October 1995 - February 2013
Physiotherapy Associates 1992 - October 1995
Computer Century 1987 - 1992
Education
Delta State University, Cleveland, MS 1984 — 1987
BBA, Computer Information Systems
Northwest Mississippi Community College 1983 — 1984
Raymond James Investment Services February 2013 - Present
Morgan Keegan October 1995 - February 2013
Physiotherapy Associates 1992 - October 1995
Computer Century 1987 - 1992
Education
Delta State University, Cleveland, MS 1984 — 1987
BBA, Computer Information Systems
Northwest Mississippi Community College 1983 — 1984
Mark Gilford's Morgan Keegan Experience January 2007 - July 2009
Job Medical Sales Representative
Industry Medical Devices
Experience
Olympus February 2014 - Present
Stryker Endoscopy July 2009 - February 2014
Morgan Keegan January 2007 - July 2009
Regions Financial Corporation May 2005 - January 2007
Skills
Direct Sales, Corporate Finance, Trade Finance, Urology, Capital Equipment, Disposables, Medical Devices, Gynecology, Operating Room, Orthopedic, Surgeons, Sales Process, Surgical Instruments, Finance, Healthcare, Surgery, Hospitals, Capital Equipment Sales, Spine, Relationship Management, Market Development
Education
LSU 2000 — 2005
Business Administration, Business
Olympus February 2014 - Present
Stryker Endoscopy July 2009 - February 2014
Morgan Keegan January 2007 - July 2009
Regions Financial Corporation May 2005 - January 2007
Skills
Direct Sales, Corporate Finance, Trade Finance, Urology, Capital Equipment, Disposables, Medical Devices, Gynecology, Operating Room, Orthopedic, Surgeons, Sales Process, Surgical Instruments, Finance, Healthcare, Surgery, Hospitals, Capital Equipment Sales, Spine, Relationship Management, Market Development
Education
LSU 2000 — 2005
Business Administration, Business
Thomasin Durgin Thomasin Durgin's Morgan Keegan Experience 2001 - 2006
Job artist
Industry Arts and Crafts
Experience
self employed 2009 - Present
Memphis Brooks Museum of Art 2006 - 2009
Morgan Keegan 2001 - 2006
Skills
Fine Art, Art, Painting, Visual Arts, Craft, Sculpture, Photoshop, Grant Writing, Editing, Contemporary Art, Non-profits, Teaching, Social Media, Curating, Drawing, Public Speaking, Blogging, Jewelry, Handmade Jewelry, Illustrator, Photography, Nonprofits, Mixed Media, Crafts, Acrylic
Education
Memphis College of Art 1999 — 2001
Master of Fine Arts (M.F.A.), Fibers
University of Wisconsin-Milwaukee 1987 — 1991
Bachelor of Science (B.S.), Social Work
shorewood high 1982 — 1986
self employed 2009 - Present
Memphis Brooks Museum of Art 2006 - 2009
Morgan Keegan 2001 - 2006
Skills
Fine Art, Art, Painting, Visual Arts, Craft, Sculpture, Photoshop, Grant Writing, Editing, Contemporary Art, Non-profits, Teaching, Social Media, Curating, Drawing, Public Speaking, Blogging, Jewelry, Handmade Jewelry, Illustrator, Photography, Nonprofits, Mixed Media, Crafts, Acrylic
Education
Memphis College of Art 1999 — 2001
Master of Fine Arts (M.F.A.), Fibers
University of Wisconsin-Milwaukee 1987 — 1991
Bachelor of Science (B.S.), Social Work
shorewood high 1982 — 1986
Willem Bermel Willem Bermel's Morgan Keegan Experience 1993 - 1995
Job
Industry Information Technology and Services
Experience
MSLive Technologies, LLC March 2015 - Present
Immigration Law Offices of Jamie B. Naini May 2011 - 2012
The McWhirter Law Firm October 2010 - June 2011
The McWhirter Law Firm April 2010 - October 2010
U. Memphis (Cecil C Humphreys) School of Law 2007 - September 2010
Pittman & Associates 1995 - 2007
Morgan Keegan 1993 - 1995
Skills
Legal Writing, Legal Research, Family Law, Litigation, Courts, Civil Litigation, Westlaw, Appeals, Trials, Criminal Law, Immigration Law, Mediation, Legal Assistance, Legal Issues
Education
The University of Memphis—Cecil C. Humphreys School of Law 2007 — 2010
JD, Law
Millsaps College 1993 — 1997
BA, European Studies, German, Spanish, Business
MSLive Technologies, LLC March 2015 - Present
Immigration Law Offices of Jamie B. Naini May 2011 - 2012
The McWhirter Law Firm October 2010 - June 2011
The McWhirter Law Firm April 2010 - October 2010
U. Memphis (Cecil C Humphreys) School of Law 2007 - September 2010
Pittman & Associates 1995 - 2007
Morgan Keegan 1993 - 1995
Skills
Legal Writing, Legal Research, Family Law, Litigation, Courts, Civil Litigation, Westlaw, Appeals, Trials, Criminal Law, Immigration Law, Mediation, Legal Assistance, Legal Issues
Education
The University of Memphis—Cecil C. Humphreys School of Law 2007 — 2010
JD, Law
Millsaps College 1993 — 1997
BA, European Studies, German, Spanish, Business
Preston Boley CCNA, Security+, HIT Preston Boley CCNA, Security+, HIT's Morgan Keegan Experience August 2008 - May 2010
Job at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil October 2013 - Present
Enterprise Products May 2013 - August 2013
International Paper October 2012 - April 2013
Jacer July 2011 - March 2012
Protech January 2010 - February 2011
Protech November 2010 - December 2010
Sapphire Technologies July 2010 - October 2010
Morgan Keegan August 2008 - May 2010
Robert Half Technology January 2007 - August 2008
FedEx Express July 2002 - August 2008
Skills
Cisco ASA Firewalls, F5 BigIP, Project Management, ASA, Disaster Recovery, VPN, Active Directory, DNS, Blackberry, VMware, Firewalls, CCNA, Networking, Cisco IOS, Network Security, Cisco Technologies, Computer Security, Remote Desktop, Security, Network Administration, TCP/IP, Routers, Switches, VMware ESX, LAN-WAN, Security, Dell PowerEdge Servers, Software Documentation, Visio, Virtualization, VMware Infrastructure, Network Architecture, Blackberry Enterprise..., WAN, Network Engineering, Wireless Networking, Technical Support, DHCP, Servers, Windows Server, Citrix, Troubleshooting, XP
Education
The University of Memphis 2008 — 2010
Bachelors, Health Systems Administration
Louisiana Tech University 1998 — 2000
A.S., Computer Information Systems
ExxonMobil October 2013 - Present
Enterprise Products May 2013 - August 2013
International Paper October 2012 - April 2013
Jacer July 2011 - March 2012
Protech January 2010 - February 2011
Protech November 2010 - December 2010
Sapphire Technologies July 2010 - October 2010
Morgan Keegan August 2008 - May 2010
Robert Half Technology January 2007 - August 2008
FedEx Express July 2002 - August 2008
Skills
Cisco ASA Firewalls, F5 BigIP, Project Management, ASA, Disaster Recovery, VPN, Active Directory, DNS, Blackberry, VMware, Firewalls, CCNA, Networking, Cisco IOS, Network Security, Cisco Technologies, Computer Security, Remote Desktop, Security, Network Administration, TCP/IP, Routers, Switches, VMware ESX, LAN-WAN, Security, Dell PowerEdge Servers, Software Documentation, Visio, Virtualization, VMware Infrastructure, Network Architecture, Blackberry Enterprise..., WAN, Network Engineering, Wireless Networking, Technical Support, DHCP, Servers, Windows Server, Citrix, Troubleshooting, XP
Education
The University of Memphis 2008 — 2010
Bachelors, Health Systems Administration
Louisiana Tech University 1998 — 2000
A.S., Computer Information Systems
Amanda Hogan Amanda Hogan's Morgan Keegan Experience 2005 - 2007
Job Development and Sales
Industry Marketing and Advertising
Experience
Charlotte Business Journal June 2015 - Present
InterCall January 2014 - April 2015
Providence Country Club April 2012 - June 2013
Easter Seals UCP North Carolina & Virginia March 2011 - April 2012
Solamere Advisors January 2007 - October 2010
Solamere Advisors 2007 - October 2010
Solamere Advisors February 2006 - October 2010
Morgan Keegan 2005 - 2007
Skills
New Business Development, Sales Management, Event Management, Country Clubs, Office Management, Human Resources, Customer Service, Finance, Client Development, Volunteer Management, Volunteer Recruiting, Customer Retention, Marketing, Compliance, Advertising, Payroll, Office Administration, CRM, Event Planning, Management, Integrated Marketing, Team Building, Leadership
Education
Marshall University 1997 — 2001
B.A., Psychology
George Washington 1994 — 1997
Charlotte Business Journal June 2015 - Present
InterCall January 2014 - April 2015
Providence Country Club April 2012 - June 2013
Easter Seals UCP North Carolina & Virginia March 2011 - April 2012
Solamere Advisors January 2007 - October 2010
Solamere Advisors 2007 - October 2010
Solamere Advisors February 2006 - October 2010
Morgan Keegan 2005 - 2007
Skills
New Business Development, Sales Management, Event Management, Country Clubs, Office Management, Human Resources, Customer Service, Finance, Client Development, Volunteer Management, Volunteer Recruiting, Customer Retention, Marketing, Compliance, Advertising, Payroll, Office Administration, CRM, Event Planning, Management, Integrated Marketing, Team Building, Leadership
Education
Marshall University 1997 — 2001
B.A., Psychology
George Washington 1994 — 1997
Andrew Briesacher Andrew Briesacher's Morgan Keegan Experience August 2010 - February 2012
Job Guidance Consultant at Scottrade Financial
Industry Financial Services
Experience
Scottrade August 2014 - Present
Scottrade September 2011 - August 2014
Morgan Keegan August 2010 - February 2012
Merrill Lynch January 2008 - August 2010
Regions Bank August 2005 - January 2008
Skills
Banking, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2007
Business Administration, Business, Psychology
Gibault
Scottrade August 2014 - Present
Scottrade September 2011 - August 2014
Morgan Keegan August 2010 - February 2012
Merrill Lynch January 2008 - August 2010
Regions Bank August 2005 - January 2008
Skills
Banking, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2007
Business Administration, Business, Psychology
Gibault
Craig T. Weichmann, CFA Craig T. Weichmann, CFA's Morgan Keegan Experience September 1979 - November 1999
Job Partner at Weichmann & Associates & Meyer Metz Capital Partners, LLC
Industry Investment Banking
Experience
Meyer Metz Capital Partners, LLC September 2010 - Present
Weichmann & Associates, LLC November 2001 - Present
First Tennessee Bank November 1999 - October 2001
Morgan Keegan September 1979 - November 1999
Skills
Mergers, Strategy, Business Planning, Strategic Planning, Valuation, Due Diligence, Corporate Finance, Business Valuation, Financial Modeling, Corporate Development, Restructuring, Investment Banking, LBO, Investments, Financial Analysis, Start-ups, Capital Markets, Business Strategy, M&A experience, Mergers & Acquisitions, Management, Entrepreneurship, Capital, Private Equity, Restaurants, Finance, Asset Management, Investor Relations, Private Placements, Executive Management, IPO, Financial Structuring, Acquisitions, Divestitures, Leveraged Finance, Structured Finance, Portfolio Management, Joint Ventures, Alternative Investments, Hedge Funds, Funding, Capital Raising, Emerging Markets, Growth Capital, Equities, Deal Sourcing, Mezzanine, Debt Restructuring
Education
University of Virginia Darden School of Business 1973 — 1975
MBA, Finance
Southern Methodist University 1968 — 1972
B.S., Economics
Meyer Metz Capital Partners, LLC September 2010 - Present
Weichmann & Associates, LLC November 2001 - Present
First Tennessee Bank November 1999 - October 2001
Morgan Keegan September 1979 - November 1999
Skills
Mergers, Strategy, Business Planning, Strategic Planning, Valuation, Due Diligence, Corporate Finance, Business Valuation, Financial Modeling, Corporate Development, Restructuring, Investment Banking, LBO, Investments, Financial Analysis, Start-ups, Capital Markets, Business Strategy, M&A experience, Mergers & Acquisitions, Management, Entrepreneurship, Capital, Private Equity, Restaurants, Finance, Asset Management, Investor Relations, Private Placements, Executive Management, IPO, Financial Structuring, Acquisitions, Divestitures, Leveraged Finance, Structured Finance, Portfolio Management, Joint Ventures, Alternative Investments, Hedge Funds, Funding, Capital Raising, Emerging Markets, Growth Capital, Equities, Deal Sourcing, Mezzanine, Debt Restructuring
Education
University of Virginia Darden School of Business 1973 — 1975
MBA, Finance
Southern Methodist University 1968 — 1972
B.S., Economics
Brennan Brupbacher Brennan Brupbacher's Morgan Keegan Experience November 2011 - May 2012
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey November 2013 - April 2015
Deloitte September 2012 - November 2013
Morgan Keegan November 2011 - May 2012
Vanderbilt University August 2011 - May 2012
Maple Leaf Partners, LP May 2011 - July 2011
New York Life/NYLife Securites, LLC August 2008 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Business Valuation, Equities, Investments, Capital Markets, Asset Allocation, Bloomberg Terminal, Corporate Finance, DCF, CAPM, Portfolio Management, Derivatives, Investment Banking, Mergers & Acquisitions, Asset Management, Financial Reporting, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
Southeastern Louisiana University 2004 — 2010
Bachelor of Science, Finance
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey November 2013 - April 2015
Deloitte September 2012 - November 2013
Morgan Keegan November 2011 - May 2012
Vanderbilt University August 2011 - May 2012
Maple Leaf Partners, LP May 2011 - July 2011
New York Life/NYLife Securites, LLC August 2008 - September 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Business Valuation, Equities, Investments, Capital Markets, Asset Allocation, Bloomberg Terminal, Corporate Finance, DCF, CAPM, Portfolio Management, Derivatives, Investment Banking, Mergers & Acquisitions, Asset Management, Financial Reporting, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science, Finance
Southeastern Louisiana University 2004 — 2010
Bachelor of Science, Finance
D. Michael Sullivan D. Michael Sullivan's Morgan Keegan Experience April 2006 - February 2013
Job Financial Advisor, First Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Raymond James February 2013 - Present
Morgan Keegan April 2006 - February 2013
Legg Mason July 1999 - April 2006
Chicago Board of Trade April 1979 - April 1999
Nuveen Investments April 1974 - April 1979
Skills
Strategic Financial..., Retirement Planning, Retirement Savings, 401k, Traditional IRA, Roth IRA, IRAs, Financial Services, Stocks
Education
Northern Illinois University 1969 — 1971
Master of Business Administration (M.B.A.)
Northern Illinois University 1966 — 1969
Bachelor's Degree, Marketing
Angel Medina III Angel Medina III's Morgan Keegan Experience August 2008 - January 2012
Job
Industry Real Estate
Experience
PRMG, Inc. January 2013 - Present
Morgan Keegan August 2008 - January 2012
Latin Builders Association January 2009 - January 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Business Development, Banking, Finance, Real Estate, Mortgage Lending, Residential Homes, Credit, Residential Mortgages
Education
Miami Dade College
PRMG, Inc. January 2013 - Present
Morgan Keegan August 2008 - January 2012
Latin Builders Association January 2009 - January 2011
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Business Development, Banking, Finance, Real Estate, Mortgage Lending, Residential Homes, Credit, Residential Mortgages
Education
Miami Dade College
Andrea Acton, PMP Andrea Acton, PMP's Morgan Keegan Experience July 2007 - November 2009
Job Project Manager at Mellon Consulting Group
Industry Information Technology and Services
Experience
Mellon Consulting Group December 2009 - Present
Morgan Keegan July 2007 - November 2009
Education
Saint Louis University 2003 — 2007
Bachelor of Science in Business Administration, Marketing
Mellon Consulting Group December 2009 - Present
Morgan Keegan July 2007 - November 2009
Education
Saint Louis University 2003 — 2007
Bachelor of Science in Business Administration, Marketing
Mike Forster's Morgan Keegan Experience 2009 - 2014
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James January 2010 - Present
Morgan Keegan 2009 - 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Series 7, Asset Allocation, Wealth Management, Finance, Mutual Funds, Series 63, Retirement, Business Development, Strategic Influence, Social Networking, Creativity Skills, Business Relationship..., Business Relations, Idea Incubation, Strategic Visionary, Encourager, Business Analysis, Business Planning, Business Intelligence, Networking, Retirement Savings, American Politics, Economist
Education
Sewanee-The University of the South 2006 — 2009
Economics, Economics
Saint-Andrews Sewanee
Raymond James January 2010 - Present
Morgan Keegan 2009 - 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Series 7, Asset Allocation, Wealth Management, Finance, Mutual Funds, Series 63, Retirement, Business Development, Strategic Influence, Social Networking, Creativity Skills, Business Relationship..., Business Relations, Idea Incubation, Strategic Visionary, Encourager, Business Analysis, Business Planning, Business Intelligence, Networking, Retirement Savings, American Politics, Economist
Education
Sewanee-The University of the South 2006 — 2009
Economics, Economics
Saint-Andrews Sewanee
Preston Mokris, CFP® Preston Mokris, CFP®'s Morgan Keegan Experience May 2007 - January 2013
Job 1031 Exchange DST, an Independent Firm of Concorde Investment Services, LLC
Industry Financial Services
Experience
Concorde Investment Services, LLC January 2015 - Present
Weston Banks Wealth Partners, an Independent Firm January 2013 - December 2014
Morgan Keegan May 2007 - January 2013
Education
North Carolina State University 2003 — 2007
Business, Finance
Concorde Investment Services, LLC January 2015 - Present
Weston Banks Wealth Partners, an Independent Firm January 2013 - December 2014
Morgan Keegan May 2007 - January 2013
Education
North Carolina State University 2003 — 2007
Business, Finance
Will Bach, CFP(r)'s Morgan Keegan Experience March 2012 - April 2012
Job President, Midwestern Wealth Management at Raymond James
Industry Financial Services
Experience
Midwestern Wealth Management at Raymond James October 2015 - Present
Dayton Racquet Club April 2011 - Present
SICSA - The Society for the Improvement of Conditions for Stray Animals June 2010 - Present
Raymond James April 2012 - October 2015
Morgan Keegan March 2012 - April 2012
Morgan Stanley Smith Barney October 2009 - March 2012
The Austin Group June 2008 - October 2009
City of Beech Grove August 2005 - October 2009
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Certified Financial..., series 6, Finance
Education
Boston University Institute of Finance 2009 — 2010
Certificate, Financial Planning
Indiana Wesleyan University 2007 — 2009
MBA, Finance
Purdue University 2000 — 2004
BA, Law and Society
Franklin Central High School 1997 — 2000
Midwestern Wealth Management at Raymond James October 2015 - Present
Dayton Racquet Club April 2011 - Present
SICSA - The Society for the Improvement of Conditions for Stray Animals June 2010 - Present
Raymond James April 2012 - October 2015
Morgan Keegan March 2012 - April 2012
Morgan Stanley Smith Barney October 2009 - March 2012
The Austin Group June 2008 - October 2009
City of Beech Grove August 2005 - October 2009
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Certified Financial..., series 6, Finance
Education
Boston University Institute of Finance 2009 — 2010
Certificate, Financial Planning
Indiana Wesleyan University 2007 — 2009
MBA, Finance
Purdue University 2000 — 2004
BA, Law and Society
Franklin Central High School 1997 — 2000
Michael Chewning Michael Chewning's Morgan Keegan Experience 2000 - 2006
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
OppenheimerFunds August 2012 - Present
5280 Beef®/5280 Land & Cattle Co. LLC March 2012 - August 2013
Wm Smith & Co. February 2011 - March 2012
Macquarie Group September 2009 - December 2010
Tristone Capital (acquired by Macquarie) January 2007 - August 2009
Petrie Parkman & Co. (acquired by Merrill Lynch) April 2006 - December 2006
Morgan Keegan 2000 - 2006
HSBC Securities 1999 - 2000
OppenheimerFunds 1995 - 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Marketing
Monmouth University 1989 — 1990
Blake Jones Blake Jones's Morgan Keegan Experience September 2006 - January 2008
Job Senior Regional Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
Virtus Investment Partners Senior Vice PresidentPioneer InvestmentsOctober 2013 - July 2015
RidgeWorth Investments February 2011 - October 2013
Pioneer Investments January 2008 - February 2011
Morgan Keegan September 2006 - January 2008
Skills
Public Speaking, Marketing Strategy, Mutual Funds, Series 7, Separately Managed..., Business Development, Series 65, Private Pilot, Client Aquisition, Investments, Investment Strategies, Building Relationships, Business Relationship..., Sales Presentations, Sales, Fixed Income, Equities, Football, College Football, Investment Promotion, 401k, Series 6, Series 63
Education
Mississippi State University 1999 — 2004
Bachelor of Science (BS), Marketing
Rob Mains Rob Mains's Morgan Keegan Experience February 2007 - April 2012
Job Baseball Researcher at 1800RobMains Ltd.
Industry Research
Experience
Wherever I Happen To Be September 2014 - Present
Stifel Financial Corp. May 2012 - September 2014
Morgan Keegan February 2007 - April 2012
Ryan Beck & Co. February 2005 - February 2007
Advest, Inc. June 1996 - February 2005
First Albany Capital June 1989 - May 1996
Drexel Burnham Lambert September 1983 - April 1988
Skills
Scoring Baseball Games
Education
Yale University 1976 — 1980
BA, Applied Mathematics
Rensselaer Polytechnic Institute 1988 — 1990
MBA, Finance
Wherever I Happen To Be September 2014 - Present
Stifel Financial Corp. May 2012 - September 2014
Morgan Keegan February 2007 - April 2012
Ryan Beck & Co. February 2005 - February 2007
Advest, Inc. June 1996 - February 2005
First Albany Capital June 1989 - May 1996
Drexel Burnham Lambert September 1983 - April 1988
Skills
Scoring Baseball Games
Education
Yale University 1976 — 1980
BA, Applied Mathematics
Rensselaer Polytechnic Institute 1988 — 1990
MBA, Finance
Edward Michael Young Jr Edward Michael Young Jr's Morgan Keegan Experience April 2010 - March 2012
Job VP Institutional Equities/Event Driven Sales Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2013 - Present
Raymond James Financial Inc. March 2012 - June 2013
Morgan Keegan April 2010 - March 2012
Morgan Keegan January 2010 - April 2010
Morgan Keegan June 2008 - December 2009
Skills
Equities, Trading, Sales, Marketing, Series 7, Series 63, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Securities, Financial Analysis, Hedge Funds, Mutual Funds, Financial Risk, Equity Trading, Electronic Trading
Education
Seton Hall University 2003 — 2007
Business, Marketing
Seton Hall University
Bachelor's degree , Marketing
Cantor Fitzgerald December 2013 - Present
Raymond James Financial Inc. March 2012 - June 2013
Morgan Keegan April 2010 - March 2012
Morgan Keegan January 2010 - April 2010
Morgan Keegan June 2008 - December 2009
Skills
Equities, Trading, Sales, Marketing, Series 7, Series 63, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Securities, Financial Analysis, Hedge Funds, Mutual Funds, Financial Risk, Equity Trading, Electronic Trading
Education
Seton Hall University 2003 — 2007
Business, Marketing
Seton Hall University
Bachelor's degree , Marketing
Robert Fockler Robert Fockler's Morgan Keegan Experience December 1984 - February 2002
Job President at Community Foundation of Greater Memphis
Industry Philanthropy
Experience
Community Foundation of Greater Memphis August 2006 - Present
FTN Financial February 2002 - August 2006
Morgan Keegan December 1984 - February 2002
Union Planters Bank June 1982 - December 1984
Education
Princeton University 1977 — 1981
A.B., History
Community Foundation of Greater Memphis August 2006 - Present
FTN Financial February 2002 - August 2006
Morgan Keegan December 1984 - February 2002
Union Planters Bank June 1982 - December 1984
Education
Princeton University 1977 — 1981
A.B., History
Malon Wickham Malon Wickham's Morgan Keegan Experience July 2000 - July 2010
Job Senior Vice President and Branch Manager Of Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. July 2010 - Present
Morgan Keegan July 2000 - July 2010
J.C. Bradford & Co. August 1989 - July 2000
Education
Presbyterian College 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Columbus High School 1977 — 1979
Wells Fargo Advisors, LLC. July 2010 - Present
Morgan Keegan July 2000 - July 2010
J.C. Bradford & Co. August 1989 - July 2000
Education
Presbyterian College 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Columbus High School 1977 — 1979
Bert Ellis Bert Ellis's Morgan Keegan Experience January 1996 - January 1998
Job OEM Sales Manager and Key Account Manager at Fontaine Fifth Wheel
Industry Transportation/Trucking/Railroad
Experience
Fontaine Fifth Wheel August 2010 - Present
Commercial Credit Group June 2007 - June 2008
Daimler Truck Financial January 1998 - June 2007
Morgan Keegan January 1996 - January 1998
Vining Sparks IBG January 1987 - January 1996
J.C. Bradford (now UBS) 1985 - 1987
Skills
Finance, Credit, Sales Management, Account Management, Sales, Negotiation, Transportation, New Business Development, Strategic Planning, Business Development, Team Building, Customer Satisfaction, Training, Key Account Management, Customer Service, Relationship Management, Forecasting, Coaching, Pricing, Leadership, Key Account Development, Managing Key Accounts
Education
Mississippi State University - College of Business and Industry 1979 — 1983
BBA, Business Management
Fontaine Fifth Wheel August 2010 - Present
Commercial Credit Group June 2007 - June 2008
Daimler Truck Financial January 1998 - June 2007
Morgan Keegan January 1996 - January 1998
Vining Sparks IBG January 1987 - January 1996
J.C. Bradford (now UBS) 1985 - 1987
Skills
Finance, Credit, Sales Management, Account Management, Sales, Negotiation, Transportation, New Business Development, Strategic Planning, Business Development, Team Building, Customer Satisfaction, Training, Key Account Management, Customer Service, Relationship Management, Forecasting, Coaching, Pricing, Leadership, Key Account Development, Managing Key Accounts
Education
Mississippi State University - College of Business and Industry 1979 — 1983
BBA, Business Management
Samantha Taggart's Morgan Keegan Experience January 2011 - June 2011
Job Senior UX Designer at BrightBytes
Industry Education Management
Experience
BrightBytes August 2014 - Present
Voxer March 2014 - August 2014
JWT Atlanta July 2012 - March 2014
Ogilvy Atlanta June 2011 - May 2012
Morgan Keegan January 2011 - June 2011
Harvest Creative July 2009 - December 2009
Skills
Graphic Design, User Experience, Information Architecture, User Interface Design, Typography, Concept Development, Usability Testing, User Experience Design, Mobile Design, Wire Framing, Information Design, User-centered Design, User Interface, Visual Design, Wireframes, Creative Direction
Education
Memphis College of Art 2008 — 2011
Bachelors of Fine Arts, Graphic Design
BrightBytes August 2014 - Present
Voxer March 2014 - August 2014
JWT Atlanta July 2012 - March 2014
Ogilvy Atlanta June 2011 - May 2012
Morgan Keegan January 2011 - June 2011
Harvest Creative July 2009 - December 2009
Skills
Graphic Design, User Experience, Information Architecture, User Interface Design, Typography, Concept Development, Usability Testing, User Experience Design, Mobile Design, Wire Framing, Information Design, User-centered Design, User Interface, Visual Design, Wireframes, Creative Direction
Education
Memphis College of Art 2008 — 2011
Bachelors of Fine Arts, Graphic Design
Ashlee Sapp Ashlee Sapp's Morgan Keegan Experience January 2009 - May 2010
Job World City Center Global, Inc
Industry Renewables & Environment
Experience
We Care Academy 2011 - 2013
Morgan Keegan January 2009 - May 2010
Skills
Fundraising, Early-stage Startups, Brand Development, New Business Development, Marketing Management, Product Development, Holistic Health, Natural Health Products, Entrepreneurship, Creative Direction, Event Planning, Art History, Concept Development, Public Relations, Nonprofits, Operations Management, Health Consulting, Marketing Strategy, Start-ups, Strategic Planning, Marketing, Financial Analysis, Management, Business Development, Strategy, Social Media Marketing, Advertising, Event Management, Marketing Communications, Sales, Account Management, Integrated Marketing
Education
Oglethorpe University 2002 — 2006
BA, Art History, Studio Art
Institute of Integrative nutrition
We Care Academy 2011 - 2013
Morgan Keegan January 2009 - May 2010
Skills
Fundraising, Early-stage Startups, Brand Development, New Business Development, Marketing Management, Product Development, Holistic Health, Natural Health Products, Entrepreneurship, Creative Direction, Event Planning, Art History, Concept Development, Public Relations, Nonprofits, Operations Management, Health Consulting, Marketing Strategy, Start-ups, Strategic Planning, Marketing, Financial Analysis, Management, Business Development, Strategy, Social Media Marketing, Advertising, Event Management, Marketing Communications, Sales, Account Management, Integrated Marketing
Education
Oglethorpe University 2002 — 2006
BA, Art History, Studio Art
Institute of Integrative nutrition
Marcus Ashworth, CFP®, AIF® Marcus Ashworth, CFP®, AIF®'s Morgan Keegan Experience October 2000 - May 2007
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Ashworth & Sullivan Wealth Management Group, LLC May 2007 - Present
Morgan Keegan October 2000 - May 2007
A.G. Edwards October 1997 - October 2000
Skills
Wealth, Retirement Planning, Retirement, Financial Analysis, Estate Planning, Investments, Strategic Financial..., Management, Personal Finance, Finance, Securities, Asset Management, Financial Planners, Customer Service, Small Business, Wealth Management, Financial Planning
Education
Valdosta State University 1992 — 1997
Bachelor's Degree, Law, Business, Economics
Oglethorpe University 2002 — 2004
Financial Planning
Ashworth & Sullivan Wealth Management Group, LLC May 2007 - Present
Morgan Keegan October 2000 - May 2007
A.G. Edwards October 1997 - October 2000
Skills
Wealth, Retirement Planning, Retirement, Financial Analysis, Estate Planning, Investments, Strategic Financial..., Management, Personal Finance, Finance, Securities, Asset Management, Financial Planners, Customer Service, Small Business, Wealth Management, Financial Planning
Education
Valdosta State University 1992 — 1997
Bachelor's Degree, Law, Business, Economics
Oglethorpe University 2002 — 2004
Financial Planning
Douglas Minor Douglas Minor's Morgan Keegan Experience February 2007 - February 2013
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates November 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
AmSouth Investment Services January 2000 - February 2007
Skills
Mutual Funds, Investment Strategies, Investments, Finance, Retirement, Life Insurance, Mortgage Lending, Bonds, Series 7, Financial Services, 529 Plans, Retirement Planning, Investment Management, Fixed Income, Stocks, Variable Annuities, Long Term Care Insurance, Asset Allocation, Portfolio Management
Education
Millsaps College 1973 — 1977
Bachelor's degree, Political Science
Raymond James & Associates November 2014 - Present
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
AmSouth Investment Services January 2000 - February 2007
Skills
Mutual Funds, Investment Strategies, Investments, Finance, Retirement, Life Insurance, Mortgage Lending, Bonds, Series 7, Financial Services, 529 Plans, Retirement Planning, Investment Management, Fixed Income, Stocks, Variable Annuities, Long Term Care Insurance, Asset Allocation, Portfolio Management
Education
Millsaps College 1973 — 1977
Bachelor's degree, Political Science
David Tuyo's Morgan Keegan Experience 2005 - 2006
Job EVP/CFO at Power Financial Credit Union
Industry Banking
Experience
Power Financial Credit Union May 2014 - Present
Lending Solutions Consulting, Inc July 2012 - July 2014
USAlliance Federal Credit Union December 2013 - May 2014
Pen Air Federal Credit Union October 2011 - July 2012
Pen Air Federal Credit Union April 2009 - July 2012
First Florida Credit Union 2007 - 2009
US Community Credit Union 2006 - 2007
Morgan Keegan 2005 - 2006
Southeast Corporate FCU 2003 - 2005
Edward Jones 2000 - 2003
Skills
Contract Negotiation, Investments, Finance, Strategic Planning, Sales, Asset Liability..., Lending, Consumer Lending, Member Business Lending, Information Technology, Project Management, Leadership Development, Board of Directors..., Accounting, Marketing, Business Development, Enterprise Risk..., Innovation, Consumer Behavior, Organizational Behavior..., Loans, ALM, Credit Unions, Portfolio Management, Banking, Team Building, Financial Institutions, Leadership, Process Improvement, Credit, Financial Analysis, Financial Services, Mergers & Acquisitions, Budgets, Financial Reporting, Training, Financial Modeling, Risk Management, Financial Risk, Executive Management, Insurance, Strategic Financial..., Commercial Lending, Business Strategy, Asset Management, Underwriting, Cash Management, Credit Analysis, Retail Banking, Employee Development...
Education
California Southern University 2011 — 2015
Doctor of Business Administration DBA, Business and Leadership, 4.0
Mississippi State University 2008 — 2011
MBA, Economics, 4.0
University of Mobile 1997 — 2000
Bachelors, Finance
Advanced Lending Institute
Advanced Lending Institute
Power Financial Credit Union May 2014 - Present
Lending Solutions Consulting, Inc July 2012 - July 2014
USAlliance Federal Credit Union December 2013 - May 2014
Pen Air Federal Credit Union October 2011 - July 2012
Pen Air Federal Credit Union April 2009 - July 2012
First Florida Credit Union 2007 - 2009
US Community Credit Union 2006 - 2007
Morgan Keegan 2005 - 2006
Southeast Corporate FCU 2003 - 2005
Edward Jones 2000 - 2003
Skills
Contract Negotiation, Investments, Finance, Strategic Planning, Sales, Asset Liability..., Lending, Consumer Lending, Member Business Lending, Information Technology, Project Management, Leadership Development, Board of Directors..., Accounting, Marketing, Business Development, Enterprise Risk..., Innovation, Consumer Behavior, Organizational Behavior..., Loans, ALM, Credit Unions, Portfolio Management, Banking, Team Building, Financial Institutions, Leadership, Process Improvement, Credit, Financial Analysis, Financial Services, Mergers & Acquisitions, Budgets, Financial Reporting, Training, Financial Modeling, Risk Management, Financial Risk, Executive Management, Insurance, Strategic Financial..., Commercial Lending, Business Strategy, Asset Management, Underwriting, Cash Management, Credit Analysis, Retail Banking, Employee Development...
Education
California Southern University 2011 — 2015
Doctor of Business Administration DBA, Business and Leadership, 4.0
Mississippi State University 2008 — 2011
MBA, Economics, 4.0
University of Mobile 1997 — 2000
Bachelors, Finance
Advanced Lending Institute
Advanced Lending Institute
Shannon Stanford Shannon Stanford's Morgan Keegan Experience October 2004 - October 2005
Job Master ClassCertified Benefits Counselor
Industry Insurance
Experience
Colonial Life September 2013 - Present
HR Professionals Magazine October 2013 - July 2014
Employee Benefits Services May 2013 - May 2014
Wells Fargo Insurance Services November 2011 - April 2013
Ingles Markets August 2010 - November 2011
Hello! Morristown February 2007 - November 2011
Morgan Marketing January 2010 - July 2010
Catering August 2007 - July 2010
Morgan Keegan October 2004 - October 2005
Ameriprise Financial Services, Inc. September 1996 - July 2004
Skills
Strategic Financial..., New Business Development, Training, Advertising, Financial Analysis, Sales, PowerPoint, Public Relations, Banking, Investments, Series 7, Marketing, Microsoft Office, Team Building, Television, Public Speaking, Customer Service, Insurance, Microsoft Word, Budgets, Research, Negotiation, Social Media, Finance, Small Business, Leadership, Disability Insurance, Property & Casualty..., Health Insurance, Risk Management, Life Insurance, Employee Benefits, Account Management, Strategic Planning, Long-term Care, Microsoft Excel, Event Planning, Commercial Insurance, Claim, Social Networking, Marketing Strategy
Education
Mississippi State University 1991 — 1995
Bachelor of Business Administration, Banking and Finance
Kirk Academy 1979 — 1991
Colonial Life September 2013 - Present
HR Professionals Magazine October 2013 - July 2014
Employee Benefits Services May 2013 - May 2014
Wells Fargo Insurance Services November 2011 - April 2013
Ingles Markets August 2010 - November 2011
Hello! Morristown February 2007 - November 2011
Morgan Marketing January 2010 - July 2010
Catering August 2007 - July 2010
Morgan Keegan October 2004 - October 2005
Ameriprise Financial Services, Inc. September 1996 - July 2004
Skills
Strategic Financial..., New Business Development, Training, Advertising, Financial Analysis, Sales, PowerPoint, Public Relations, Banking, Investments, Series 7, Marketing, Microsoft Office, Team Building, Television, Public Speaking, Customer Service, Insurance, Microsoft Word, Budgets, Research, Negotiation, Social Media, Finance, Small Business, Leadership, Disability Insurance, Property & Casualty..., Health Insurance, Risk Management, Life Insurance, Employee Benefits, Account Management, Strategic Planning, Long-term Care, Microsoft Excel, Event Planning, Commercial Insurance, Claim, Social Networking, Marketing Strategy
Education
Mississippi State University 1991 — 1995
Bachelor of Business Administration, Banking and Finance
Kirk Academy 1979 — 1991
Gary Stevenson Gary Stevenson's Morgan Keegan Experience September 1998 - June 2001
Job CoFounder and Managing Partner at MB Venture Partners, LLC
Industry Venture Capital & Private Equity
Experience
MB Venture Partners, LLC November 2001 - Present
Morgan Keegan September 1998 - June 2001
A.G. Edwards & Sons, Inc. September 1995 - September 1998
Abbott September 1988 - September 1995
Arthur Andersen & Co. May 1984 - September 1988
Skills
Venture Capital, Private Equity, Investments, Entrepreneurship, Start-ups, Medical Devices, Biotechnology, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA)
University of Missouri-Columbia 1980 — 1984
Bachelor's degree, Accounting
MB Venture Partners, LLC November 2001 - Present
Morgan Keegan September 1998 - June 2001
A.G. Edwards & Sons, Inc. September 1995 - September 1998
Abbott September 1988 - September 1995
Arthur Andersen & Co. May 1984 - September 1988
Skills
Venture Capital, Private Equity, Investments, Entrepreneurship, Start-ups, Medical Devices, Biotechnology, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA)
University of Missouri-Columbia 1980 — 1984
Bachelor's degree, Accounting
Parker Rhett's Morgan Keegan Experience August 2003 - February 2005
Job Agent at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance February 2005 - Present
Morgan Keegan August 2003 - February 2005
Education
Mississippi State University 1998 — 2002
Bachelors in Business, Insurance, Real Estate & Finance
State Farm Insurance February 2005 - Present
Morgan Keegan August 2003 - February 2005
Education
Mississippi State University 1998 — 2002
Bachelors in Business, Insurance, Real Estate & Finance
James W. Heuer's Morgan Keegan Experience 2002 - 2008
Job Special Needs Planner | Guest / Public Speaker | Wealth Manager
Industry Financial Services
Experience
Money Concepts 2011 - Present
Adam Morgan Foundation October 2012 - August 2013
PNC 2009 - 2011
Valic Financial Services October 2008 - January 2010
Morgan Keegan 2002 - 2008
US Bank Investment Services April 1998 - January 2002
Prudential Financial January 1996 - January 1998
Skills
Special Needs Planning, Public Speaking, Special Education, Asset Protection, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Retirement, Asset Management, Wealth Accumulation, Wealth Management, Estate Planning, Fixed Annuities, Asset Managment, Estate Tax Planning, Series 7, Disability Insurance, Employee Benefits, Long-term Care, Finance, Life Insurance, Term Life Insurance
Education
College of Financial Planning 2003 — 2007
Financial Planning and Services
Saint Louis Community College-Meramec 1990 — 1992
Pattonville Senior High 1987 — 1990
Money Concepts 2011 - Present
Adam Morgan Foundation October 2012 - August 2013
PNC 2009 - 2011
Valic Financial Services October 2008 - January 2010
Morgan Keegan 2002 - 2008
US Bank Investment Services April 1998 - January 2002
Prudential Financial January 1996 - January 1998
Skills
Special Needs Planning, Public Speaking, Special Education, Asset Protection, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Retirement, Asset Management, Wealth Accumulation, Wealth Management, Estate Planning, Fixed Annuities, Asset Managment, Estate Tax Planning, Series 7, Disability Insurance, Employee Benefits, Long-term Care, Finance, Life Insurance, Term Life Insurance
Education
College of Financial Planning 2003 — 2007
Financial Planning and Services
Saint Louis Community College-Meramec 1990 — 1992
Pattonville Senior High 1987 — 1990
Peter Bowden's Morgan Keegan Experience March 2004 - September 2004
Job Police Officer at City of Irving
Industry Law Enforcement
Experience
City of Irving October 2013 - Present
City of Longmont January 2005 - October 2013
Morgan Keegan March 2004 - September 2004
Target November 2003 - March 2004
Target December 1999 - November 2003
Target February 1997 - December 1999
Skills
Enforcement, Criminal Investigations, Microsoft Office, Law Enforcement, Interviewing, Fraud Investigations, Theft, CCTV, Crisis Management, Crisis Intervention, Compliance, Criminal Justice, Criminal Law, Criminology, Loss Prevention, Asset Protection, Training & Development, Team Leadership, Crisis Communications, Security, Security Management, Customer Service, Partnering, Public-private..., Strategic Partnerships, Investigations, Investigation, Accident Investigation, Report Writing, Security Investigations, Internal Theft..., Undercover, Police Instructor, Organized Retail Crime, Fraud, Private Investigations, Surveillance, Public/private..., Corporate Security, Firearms, Public Safety, Evidence, Physical Security, Homeland Security, Community Policing, Patrol, Policy, Emergency Management, Interrogation, Crime Prevention
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College
Technical Certificate, Class Valedictorian, Police Officer Academy
Red Rocks Community College
Technical Certificate, Law Enforcment Training Academy
City of Irving October 2013 - Present
City of Longmont January 2005 - October 2013
Morgan Keegan March 2004 - September 2004
Target November 2003 - March 2004
Target December 1999 - November 2003
Target February 1997 - December 1999
Skills
Enforcement, Criminal Investigations, Microsoft Office, Law Enforcement, Interviewing, Fraud Investigations, Theft, CCTV, Crisis Management, Crisis Intervention, Compliance, Criminal Justice, Criminal Law, Criminology, Loss Prevention, Asset Protection, Training & Development, Team Leadership, Crisis Communications, Security, Security Management, Customer Service, Partnering, Public-private..., Strategic Partnerships, Investigations, Investigation, Accident Investigation, Report Writing, Security Investigations, Internal Theft..., Undercover, Police Instructor, Organized Retail Crime, Fraud, Private Investigations, Surveillance, Public/private..., Corporate Security, Firearms, Public Safety, Evidence, Physical Security, Homeland Security, Community Policing, Patrol, Policy, Emergency Management, Interrogation, Crime Prevention
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance, General
Tarrant County College
Technical Certificate, Class Valedictorian, Police Officer Academy
Red Rocks Community College
Technical Certificate, Law Enforcment Training Academy
Brian Fowler's Morgan Keegan Experience February 1995 - May 2013
Job CEO at Revolution Partners, LLC
Industry Financial Services
Experience
Revolution Partners, LLC November 2014 - Present
Cannon Financial Institute July 2013 - October 2014
Morgan Keegan February 1995 - May 2013
Morgan Keegan January 2005 - October 2012
Morgan Keegan 2002 - October 2012
Morgan Keegan 2009 - 2012
Morgan Keegan October 2001 - December 2004
U.S. House of Representatives July 1994 - January 1995
Skills
Investments, Financial Services, Series 7, Wealth Management, Training, Finance, Business Development, Investment Advisory, Retirement Planning, Asset Allocation, Management, Series 63, Series 24, Strategy, Mutual Funds, FINRA, Securities, Strategic Planning, Alternative Investments, Business Process, Business Strategy
Education
University of Strathclyde 1993 — 1994
Rotary Ambassadorial Scholar, History and Political Science
Murray State University 1989 — 1993
Bachelor of Science (BS), Organizational Communication and Finance
Union City High School
Revolution Partners, LLC November 2014 - Present
Cannon Financial Institute July 2013 - October 2014
Morgan Keegan February 1995 - May 2013
Morgan Keegan January 2005 - October 2012
Morgan Keegan 2002 - October 2012
Morgan Keegan 2009 - 2012
Morgan Keegan October 2001 - December 2004
U.S. House of Representatives July 1994 - January 1995
Skills
Investments, Financial Services, Series 7, Wealth Management, Training, Finance, Business Development, Investment Advisory, Retirement Planning, Asset Allocation, Management, Series 63, Series 24, Strategy, Mutual Funds, FINRA, Securities, Strategic Planning, Alternative Investments, Business Process, Business Strategy
Education
University of Strathclyde 1993 — 1994
Rotary Ambassadorial Scholar, History and Political Science
Murray State University 1989 — 1993
Bachelor of Science (BS), Organizational Communication and Finance
Union City High School
Page Nored Page Nored's Morgan Keegan Experience July 2007 - March 2012
Job Sales Associate II, Shaw Investment Management of Raymond James
Industry Investment Management
Experience
Raymond James November 2013 - Present
Raymond James April 2012 - October 2013
Morgan Keegan July 2007 - March 2012
Skills
Microsoft Office, Investments, Social Media, Public Relations, Securities, Event Planning, Marketing, Social Media Marketing, Sales, Team Building, Project Management
Education
Mississippi State University 2002 — 2007
Raymond James November 2013 - Present
Raymond James April 2012 - October 2013
Morgan Keegan July 2007 - March 2012
Skills
Microsoft Office, Investments, Social Media, Public Relations, Securities, Event Planning, Marketing, Social Media Marketing, Sales, Team Building, Project Management
Education
Mississippi State University 2002 — 2007
M. Elliot Utkov, CPA M. Elliot Utkov, CPA's Morgan Keegan Experience June 2009 - August 2009
Job Senior Financial Analyst at Trinity Industries
Industry Accounting
Experience
Trinity Industries June 2013 - Present
KPMG November 2010 - June 2013
Morgan Keegan June 2009 - August 2009
KPMG January 2009 - March 2009
CSI Entertainment Insurance May 2007 - May 2008
Skills
Financial Analysis, Due Diligence, Financial Accounting, CPA, Financial Modeling, Accounting, Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MSA, Accounting-Finance
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Trinity Industries June 2013 - Present
KPMG November 2010 - June 2013
Morgan Keegan June 2009 - August 2009
KPMG January 2009 - March 2009
CSI Entertainment Insurance May 2007 - May 2008
Skills
Financial Analysis, Due Diligence, Financial Accounting, CPA, Financial Modeling, Accounting, Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2010
MSA, Accounting-Finance
Southern Methodist University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Steve Testerman Steve Testerman's Morgan Keegan Experience January 1990 - July 1991
Job Author at BabyBoomersGuide.org
Industry Marketing and Advertising
Experience
Baby-Boomers-Guide.org January 2015 - Present
BROKERHUNTER.com October 1999 - September 2014
Interstate Johnson Lane - Wachovia October 1997 - November 1999
J. C. Bradford & Co. July 1991 - October 1997
Morgan Keegan January 1990 - July 1991
Lanier Worldwide, Harris Corp 1982 - 1990
IBM January 1972 - June 1982
Skills
Online Marketing, Talent Acquisition, Recruitment/Retention, Client Retention, Building Relationships, Entrepreneurship, Sourcing, Financial Services, Online Advertising, Sales, Internet Recruiting, Insurance, Web Marketing, Recruiting, Recruitment Advertising, Banking, Customer Retention, Business Development, Investments, Investment Banking, Securities, CRM, Finance, Series 7, Wealth Management, Capital Markets, Series 63, Mutual Funds, Leadership, Employee Benefits, Asset, Executive Management, Start-ups, Hedge Funds, Investment Advisory, Asset Management, Portfolio Management, Private Equity, Venture Capital, Trading, Strategic Financial..., Financial Advisory, Search, Marketing, Strategy, Relationship Management, Business, Financial Markets, Equities, Executive Search
Education
Missouri State University 1966 — 1970
BS, Economics
University of Missouri-Columbia 1968 — 1969
Parkview High School 1962 — 1966
Yes
Baby-Boomers-Guide.org January 2015 - Present
BROKERHUNTER.com October 1999 - September 2014
Interstate Johnson Lane - Wachovia October 1997 - November 1999
J. C. Bradford & Co. July 1991 - October 1997
Morgan Keegan January 1990 - July 1991
Lanier Worldwide, Harris Corp 1982 - 1990
IBM January 1972 - June 1982
Skills
Online Marketing, Talent Acquisition, Recruitment/Retention, Client Retention, Building Relationships, Entrepreneurship, Sourcing, Financial Services, Online Advertising, Sales, Internet Recruiting, Insurance, Web Marketing, Recruiting, Recruitment Advertising, Banking, Customer Retention, Business Development, Investments, Investment Banking, Securities, CRM, Finance, Series 7, Wealth Management, Capital Markets, Series 63, Mutual Funds, Leadership, Employee Benefits, Asset, Executive Management, Start-ups, Hedge Funds, Investment Advisory, Asset Management, Portfolio Management, Private Equity, Venture Capital, Trading, Strategic Financial..., Financial Advisory, Search, Marketing, Strategy, Relationship Management, Business, Financial Markets, Equities, Executive Search
Education
Missouri State University 1966 — 1970
BS, Economics
University of Missouri-Columbia 1968 — 1969
Parkview High School 1962 — 1966
Yes
R. Alan Curtis Jr.'s Morgan Keegan Experience February 2007 - February 2013
Job Vice President, Investments
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
Education
Louisiana Tech University 1991 — 1996
Raymond James February 2013 - Present
Morgan Keegan February 2007 - February 2013
Education
Louisiana Tech University 1991 — 1996
April Liz Lake's Morgan Keegan Experience May 2010 - August 2010
Job Wealth Management Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
ExxonMobil August 2012 - May 2014
ExxonMobil May 2011 - August 2011
Aspen Advisors LP August 2010 - December 2010
Morgan Keegan May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Bloomberg
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Finance with a concentration in Alternative Assets
Goldman Sachs May 2014 - Present
ExxonMobil August 2012 - May 2014
ExxonMobil May 2011 - August 2011
Aspen Advisors LP August 2010 - December 2010
Morgan Keegan May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Bloomberg
Education
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (BBA), Finance with a concentration in Alternative Assets
Hunter Hill Hunter Hill's Morgan Keegan Experience May 2011 - July 2011
Job Associate Strategies at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey January 2013 - Present
Raymond James Financial Inc. January 2012 - January 2013
Morgan Keegan May 2011 - July 2011
Education
Manderson Graduate School of Business 2009 — 2011
Master of Science, Finance; Financial Risk Management
The University of Alabama School of Law 2008 — 2011
Juris Doctor
Samford University 2004 — 2008
Bachelor of Arts, Religion
SunTrust Robinson Humphrey January 2013 - Present
Raymond James Financial Inc. January 2012 - January 2013
Morgan Keegan May 2011 - July 2011
Education
Manderson Graduate School of Business 2009 — 2011
Master of Science, Finance; Financial Risk Management
The University of Alabama School of Law 2008 — 2011
Juris Doctor
Samford University 2004 — 2008
Bachelor of Arts, Religion
Wes Sutton Wes Sutton's Morgan Keegan Experience August 1995 - April 1996
Job President, Medicus Resource Group, Inc.
Industry Hospital & Health Care
Experience
Medicus Resource Group, Inc. May 1996 - Present
Valet Resource Group, Inc. August 2014 - Present
Scottie Pippen Foundation March 1992 - Present
Morgan Keegan August 1995 - April 1996
Smith Barney May 1992 - July 1995
Prudential Bache Securities September 1985 - April 1992
Skills
Hospitals, PowerPoint, Physicians, Pediatrics, Healthcare, Healthcare Information..., Public Speaking, Emergency Medicine, Medicine, Healthcare Management, Clinical Research, Recruiting, Contract Negotiation, Nonprofits, EMR, EHR, Customer Service, Surgery, Team Building, Community Outreach, Strategic Planning, Healthcare Consulting, Public Health, Physician Relations, HIPAA, Medicare, Quality Improvement, Managed Care, Revenue Cycle
Education
Ouachita Baptist University 1981 — 1985
BS, Sociology
Pulaski Academy
Medicus Resource Group, Inc. May 1996 - Present
Valet Resource Group, Inc. August 2014 - Present
Scottie Pippen Foundation March 1992 - Present
Morgan Keegan August 1995 - April 1996
Smith Barney May 1992 - July 1995
Prudential Bache Securities September 1985 - April 1992
Skills
Hospitals, PowerPoint, Physicians, Pediatrics, Healthcare, Healthcare Information..., Public Speaking, Emergency Medicine, Medicine, Healthcare Management, Clinical Research, Recruiting, Contract Negotiation, Nonprofits, EMR, EHR, Customer Service, Surgery, Team Building, Community Outreach, Strategic Planning, Healthcare Consulting, Public Health, Physician Relations, HIPAA, Medicare, Quality Improvement, Managed Care, Revenue Cycle
Education
Ouachita Baptist University 1981 — 1985
BS, Sociology
Pulaski Academy
Ken Mathis, AIFA®, PPC™, CEFEX Analyst Ken Mathis, AIFA®, PPC™, CEFEX Analyst's Morgan Keegan Experience June 1987 - May 1999
Job COO, CCO, Integrity, Forward thinking, Visionary, Strategic leader that makes the complex simple, Growth Strategist.
Industry Financial Services
Experience
Hardy Reed, LLC March 2012 - Present
Ken Mathis & Associates October 2009 - March 2012
Valhalla Capital Partners, LLC December 2005 - December 2011
Hilliard Lyons Asset Management September 2002 - April 2006
Hilliard Lyons June 1999 - August 2002
Morgan Keegan June 1987 - May 1999
The Robinson-Humphrey Company January 1985 - March 1986
Merrill Lynch 1983 - 1985
Merrill Lynch 1981 - 1983
Skills
Investment Advisory, Business Strategy, Strategic Planning, Sales Management, Management, P&L Management, Fiduciary Management, Business Analysis, Growth Strategies, Revenue & Profit Growth, Communication, Project Management, Product Management, Problem Solving, Organizational..., Thought Leadership, Strategic Leadership, Cross-functional Team..., Change Management, Coaching, Simplifying the Complex, Organizational..., New Business Development, Staff Development, High Performance Teams, Performance Management, Recruiting, Training & Development, Competitive Intelligence, Competitive Marketing..., Competitive..., Competitive Advantage, Business Analytics, Entrepreneurship, Collaborative Leadership, Customer Driven, Success Driven, Challenge Driven, Investments, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Finance, Leadership
Education
The University of Memphis 1976 — 1980
B.B.A., Business, Management, Marketing
fi360 2012 — 2012
AIFA®, (Accredited Investment Fiduciary Analyst®), Investment Fiduciary Responsibility
Robert Morris University 2013 — 2013
PPC™ - Professional Plan Consultant, Retirement Plans
University of Pennsylvania - The Wharton School 1986 — 1986
Executive Education, Pension & Investment Management
Hardy Reed, LLC March 2012 - Present
Ken Mathis & Associates October 2009 - March 2012
Valhalla Capital Partners, LLC December 2005 - December 2011
Hilliard Lyons Asset Management September 2002 - April 2006
Hilliard Lyons June 1999 - August 2002
Morgan Keegan June 1987 - May 1999
The Robinson-Humphrey Company January 1985 - March 1986
Merrill Lynch 1983 - 1985
Merrill Lynch 1981 - 1983
Skills
Investment Advisory, Business Strategy, Strategic Planning, Sales Management, Management, P&L Management, Fiduciary Management, Business Analysis, Growth Strategies, Revenue & Profit Growth, Communication, Project Management, Product Management, Problem Solving, Organizational..., Thought Leadership, Strategic Leadership, Cross-functional Team..., Change Management, Coaching, Simplifying the Complex, Organizational..., New Business Development, Staff Development, High Performance Teams, Performance Management, Recruiting, Training & Development, Competitive Intelligence, Competitive Marketing..., Competitive..., Competitive Advantage, Business Analytics, Entrepreneurship, Collaborative Leadership, Customer Driven, Success Driven, Challenge Driven, Investments, Asset Management, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Finance, Leadership
Education
The University of Memphis 1976 — 1980
B.B.A., Business, Management, Marketing
fi360 2012 — 2012
AIFA®, (Accredited Investment Fiduciary Analyst®), Investment Fiduciary Responsibility
Robert Morris University 2013 — 2013
PPC™ - Professional Plan Consultant, Retirement Plans
University of Pennsylvania - The Wharton School 1986 — 1986
Executive Education, Pension & Investment Management
John Bains's Morgan Keegan Experience May 2008 - August 2008
Job CEO and CoFounder of Magnolia Genetics
Industry Biotechnology
Experience
Gulfstream Capital Partners September 2012 - February 2015
Cambridge Associates July 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Morgan Keegan May 2008 - August 2008
Sterne, Agee & Leach May 2007 - August 2007
Education
Southern Methodist University
B.B.A., Finance
Southern Methodist University
B.A., Economics
Gulfstream Capital Partners September 2012 - February 2015
Cambridge Associates July 2011 - September 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Morgan Keegan May 2008 - August 2008
Sterne, Agee & Leach May 2007 - August 2007
Education
Southern Methodist University
B.B.A., Finance
Southern Methodist University
B.A., Economics
Jason Lowry's Morgan Keegan Experience June 2011 - April 2012
Job Investment Banking Associate at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan June 2011 - April 2012
JBW Capital Management August 2010 - June 2011
BancTec 2009 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Private Equity, Investments, Capital Markets, Capital IQ, Equities, DCF, Hedge Funds, Business Valuation, Mergers & Acquisitions, Economics
Education
Southern Methodist University - Cox School of Business 2010 — 2011
MSA, Accounting
Southern Methodist University 2006 — 2010
BBA, Finance, Economics with Financial Applications
Southlake Carroll 2002 — 2006
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan June 2011 - April 2012
JBW Capital Management August 2010 - June 2011
BancTec 2009 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Due Diligence, Private Equity, Investments, Capital Markets, Capital IQ, Equities, DCF, Hedge Funds, Business Valuation, Mergers & Acquisitions, Economics
Education
Southern Methodist University - Cox School of Business 2010 — 2011
MSA, Accounting
Southern Methodist University 2006 — 2010
BBA, Finance, Economics with Financial Applications
Southlake Carroll 2002 — 2006
Diana Melencio's Morgan Keegan Experience March 2008 - October 2008
Job CoFounder at OKMYOUTFIT, Inc
Industry Internet
Experience
OKMYOUTFIT, Inc. October 2013 - Present
Cramer Rosenthal McGlynn January 2010 - September 2013
Chelsea Capital December 2008 - December 2009
Morgan Keegan March 2008 - October 2008
RS Investments January 2006 - February 2008
Skills
Financial Modeling, Equity Research, Investments, Equities, Due Diligence, Hedge Funds, Valuation, Asset Management, Competitive Analysis, Forecasting, Investment Management, Alternative Investments, Analysis, Mutual Funds, Financial Analysis, Bloomberg, Strategic Partnerships, New Business Development, Event Management, Microsoft Office, Research, Securities, Data Analysis, Portfolio Management, Fixed Income, Microsoft Word, Microsoft Excel, Excel, Word, Factset, Entrepreneurship, Business Development, Finance
Education
San Francisco State University, College of Business 2001 — 2005
BS, Honors in Corporate Finace and Financial Services
CFA Candidate Level 2 2012 — 2013
OKMYOUTFIT, Inc. October 2013 - Present
Cramer Rosenthal McGlynn January 2010 - September 2013
Chelsea Capital December 2008 - December 2009
Morgan Keegan March 2008 - October 2008
RS Investments January 2006 - February 2008
Skills
Financial Modeling, Equity Research, Investments, Equities, Due Diligence, Hedge Funds, Valuation, Asset Management, Competitive Analysis, Forecasting, Investment Management, Alternative Investments, Analysis, Mutual Funds, Financial Analysis, Bloomberg, Strategic Partnerships, New Business Development, Event Management, Microsoft Office, Research, Securities, Data Analysis, Portfolio Management, Fixed Income, Microsoft Word, Microsoft Excel, Excel, Word, Factset, Entrepreneurship, Business Development, Finance
Education
San Francisco State University, College of Business 2001 — 2005
BS, Honors in Corporate Finace and Financial Services
CFA Candidate Level 2 2012 — 2013
Mike Drickamer's Morgan Keegan Experience February 2005 - January 2010
Job Director of Investor Relations at PattersonUTI Energy
Industry Oil & Energy
Experience
Patterson-UTI Drilling Company LLC October 2011 - Present
Helmerich & Payne April 2010 - September 2011
Morgan Keegan February 2005 - January 2010
Hibernia Southcoast Capital February 2000 - February 2005
Hibernia National Bank February 1998 - February 2000
Skills
Firm Valuation, Corporate Finance, Investor Relations, Shareholder..., Analyst Relations, Finance/Banking, Financial Analysis, Financial Planning, Equity Research, Equity Valuation, Oil&Gas, Drilling, Oilfield Services, Financial Modeling, Forecasting, Valuation, Cash Flow Forecasting, Due Diligence, Budgeting, Oil, Equities, Executive Management, Petroleum, Investments, Finance, Competitive Analysis, Investment Banking, Natural Gas, Business Strategy, Energy, Analysis, Oil & Gas Industry, Mergers & Acquisitions, Cash Flow, Private Equity, Divestitures, Asset Management, Business Valuation
Education
Louisiana State University 1993 — 1997
Bachelor, Finance
Scotlandville Magnet High
Patterson-UTI Drilling Company LLC October 2011 - Present
Helmerich & Payne April 2010 - September 2011
Morgan Keegan February 2005 - January 2010
Hibernia Southcoast Capital February 2000 - February 2005
Hibernia National Bank February 1998 - February 2000
Skills
Firm Valuation, Corporate Finance, Investor Relations, Shareholder..., Analyst Relations, Finance/Banking, Financial Analysis, Financial Planning, Equity Research, Equity Valuation, Oil&Gas, Drilling, Oilfield Services, Financial Modeling, Forecasting, Valuation, Cash Flow Forecasting, Due Diligence, Budgeting, Oil, Equities, Executive Management, Petroleum, Investments, Finance, Competitive Analysis, Investment Banking, Natural Gas, Business Strategy, Energy, Analysis, Oil & Gas Industry, Mergers & Acquisitions, Cash Flow, Private Equity, Divestitures, Asset Management, Business Valuation
Education
Louisiana State University 1993 — 1997
Bachelor, Finance
Scotlandville Magnet High
Robert F. Blood, CLU CPCU ARM Robert F. Blood, CLU CPCU ARM's Morgan Keegan Experience May 2004 - August 2004
Job Business Lines Underwriting Team Manager at State Farm
Industry Insurance
Experience
State Farm July 2014 - Present
State Farm October 2013 - July 2014
State Farm Insurance October 2008 - October 2013
State Farm Insurance January 2007 - October 2008
Mississippi State University January 2005 - December 2006
Morgan Keegan May 2004 - August 2004
Skills
Sales, Marketing, Negotiation, Training, Investigation, Time Management, Critical Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Claim, Insurance, Underwriting, Life Insurance, Property & Casualty..., Commercial Insurance, Homeowners, Term Life Insurance, Umbrella Insurance, Whole Life
Education
The American College 2013 — 2015
Chartered Life Underwriter, Life Insurance
AICPCU 2009 — 2011
CPCU, Underwriting
Associate in Risk Management 2008 — 2008
AICPCU, Associate in Risk Management
Mississippi State University 2002 — 2006
B.B.A., Risk Management, Insurance, Financial Planning
State Farm July 2014 - Present
State Farm October 2013 - July 2014
State Farm Insurance October 2008 - October 2013
State Farm Insurance January 2007 - October 2008
Mississippi State University January 2005 - December 2006
Morgan Keegan May 2004 - August 2004
Skills
Sales, Marketing, Negotiation, Training, Investigation, Time Management, Critical Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Claim, Insurance, Underwriting, Life Insurance, Property & Casualty..., Commercial Insurance, Homeowners, Term Life Insurance, Umbrella Insurance, Whole Life
Education
The American College 2013 — 2015
Chartered Life Underwriter, Life Insurance
AICPCU 2009 — 2011
CPCU, Underwriting
Associate in Risk Management 2008 — 2008
AICPCU, Associate in Risk Management
Mississippi State University 2002 — 2006
B.B.A., Risk Management, Insurance, Financial Planning
Julie Hoggatt's Morgan Keegan Experience August 2001 - October 2003
Job Senior Consultant for inThought Research Group
Industry Hospital & Health Care
Experience
inThought Research February 2009 - Present
Noble Financial June 2006 - February 2009
Variant Research July 2005 - June 2006
Southcoast Capital (now Capital One) October 2003 - July 2004
Morgan Keegan August 2001 - October 2003
Morgan Stanley Dean Witter June 2000 - August 2000
Deloitte & Touche September 1999 - May 2000
Skills
Medical Devices, Healthcare, Pharmaceutical Industry, Finance, Sales, Financial Modeling, Investments, Strategy, Portfolio Management, Due Diligence, Mergers & Acquisitions, Start-ups, Competitive Analysis, Valuation, Financial Analysis, Management Consulting, Corporate Finance
Education
Millsaps College 2000 — 2001
Masters of Accounting, Accounting
Millsaps College 1996 — 2000
BBA, Busniess
inThought Research February 2009 - Present
Noble Financial June 2006 - February 2009
Variant Research July 2005 - June 2006
Southcoast Capital (now Capital One) October 2003 - July 2004
Morgan Keegan August 2001 - October 2003
Morgan Stanley Dean Witter June 2000 - August 2000
Deloitte & Touche September 1999 - May 2000
Skills
Medical Devices, Healthcare, Pharmaceutical Industry, Finance, Sales, Financial Modeling, Investments, Strategy, Portfolio Management, Due Diligence, Mergers & Acquisitions, Start-ups, Competitive Analysis, Valuation, Financial Analysis, Management Consulting, Corporate Finance
Education
Millsaps College 2000 — 2001
Masters of Accounting, Accounting
Millsaps College 1996 — 2000
BBA, Busniess
PJ Morelli's Morgan Keegan Experience 2006 - 2006
Job Executive Director, Public Finance JP Morgan
Industry Financial Services
Experience
JPMorgan July 2006 - Present
Morgan Keegan 2006 - 2006
Advest, Inc. 2002 - 2006
State Street 1999 - 2002
Moors and Cabot Inc 1994 - 1999
Skills
Capital Markets, Fixed Income, Institutional Sales, Investments, Sales
Education
Miami University 1990 — 1994
Bachelor of Science, Finance
North Hills High School 1986 — 1990
JPMorgan July 2006 - Present
Morgan Keegan 2006 - 2006
Advest, Inc. 2002 - 2006
State Street 1999 - 2002
Moors and Cabot Inc 1994 - 1999
Skills
Capital Markets, Fixed Income, Institutional Sales, Investments, Sales
Education
Miami University 1990 — 1994
Bachelor of Science, Finance
North Hills High School 1986 — 1990
Jaime Hearsey's Morgan Keegan Experience May 2004 - August 2011
Job Branch Operations Manager at Raymond James
Industry Financial Services
Experience
Raymond James/Morgan Keegan August 2011 - February 2014
Morgan Keegan May 2004 - August 2011
Skills
Mutual Funds, Series 7, Securities, Wealth Management, Bonds, Investments, Uniform Combined State..., Series 63, Asset Allocation, Banking, Equities, Alternative Investments, Fixed Income, Retirement Planning, Bloomberg, Series 24, Investment Advisory, Investment Strategies, Portfolio Management, FINRA
Education
Presbyterian College 1985 — 1988
Bachelor of Science, Business Administration
Raymond James/Morgan Keegan August 2011 - February 2014
Morgan Keegan May 2004 - August 2011
Skills
Mutual Funds, Series 7, Securities, Wealth Management, Bonds, Investments, Uniform Combined State..., Series 63, Asset Allocation, Banking, Equities, Alternative Investments, Fixed Income, Retirement Planning, Bloomberg, Series 24, Investment Advisory, Investment Strategies, Portfolio Management, FINRA
Education
Presbyterian College 1985 — 1988
Bachelor of Science, Business Administration
Theresa Zeringue's Morgan Keegan Experience January 1978 - Present
Job FSD at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan January 1978 - Present
Education
Nicholls State University 1977 — 1980
Morgan Keegan January 1978 - Present
Education
Nicholls State University 1977 — 1980
Johanna Burkett's Morgan Keegan Experience March 1994 - August 2001
Job Public Relations Manager at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Industry Legal Services
Experience
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC May 2006 - Present
Econocom USA September 2001 - December 2005
Morgan Keegan March 1994 - August 2001
Skills
Marketing, Strategic Planning, Crisis Communications, Press Releases, Management, Legal Writing, Strategic Communications, Proofreading, Reputation Management, Leadership, Blogging, Strategy, Team Building, Training, Market Research, Email Marketing, Budgets, Recruiting, Online Marketing, Community Outreach, Editorial
Education
Millsaps College 1983 — 1987
B.A., English
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC May 2006 - Present
Econocom USA September 2001 - December 2005
Morgan Keegan March 1994 - August 2001
Skills
Marketing, Strategic Planning, Crisis Communications, Press Releases, Management, Legal Writing, Strategic Communications, Proofreading, Reputation Management, Leadership, Blogging, Strategy, Team Building, Training, Market Research, Email Marketing, Budgets, Recruiting, Online Marketing, Community Outreach, Editorial
Education
Millsaps College 1983 — 1987
B.A., English
Joon Koh's Morgan Keegan Experience June 2005 - October 2005
Job Citi Corporate Strategy
Industry Automotive
Experience
Citi September 2013 - Present
Mercedes Benz March 2012 - September 2013
Disney Publishing Worldwide March 2011 - November 2011
Disney Publishing Worldwide June 2008 - March 2011
Fox Pitt Kelton December 2005 - June 2007
Morgan Keegan June 2005 - October 2005
Citigroup October 2003 - June 2005
Citigroup May 2000 - October 2003
Skills
Bloomberg, Factset, Excel, PowerPoint, Word, Microsoft Excel
Education
Pace University - Lubin School of Business 1999 — 2002
Citi September 2013 - Present
Mercedes Benz March 2012 - September 2013
Disney Publishing Worldwide March 2011 - November 2011
Disney Publishing Worldwide June 2008 - March 2011
Fox Pitt Kelton December 2005 - June 2007
Morgan Keegan June 2005 - October 2005
Citigroup October 2003 - June 2005
Citigroup May 2000 - October 2003
Skills
Bloomberg, Factset, Excel, PowerPoint, Word, Microsoft Excel
Education
Pace University - Lubin School of Business 1999 — 2002
Charles Macintosh's Morgan Keegan Experience December 2009 - May 2012
Job First Key Holdings
Industry Financial Services
Experience
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Hire Heroes USA August 2014 - Present
Cerberus Capital Management/First Key Holdings March 2013 - Present
Team Rubicon, Inc. June 2012 - Present
Sterne Agee May 2012 - March 2013
Morgan Keegan December 2009 - May 2012
Thornburg Mortgage December 2008 - October 2009
Merrill Lynch May 2005 - October 2008
Lehman Brothers February 2002 - May 2005
Credit Suisse July 1999 - February 2002
Skills
Banking, Securitization, Trading, Investments, Capital Markets, Mortgage Lending, Residential Mortgages, Real Estate, ABS, Fixed Income, Hedge Funds, Management, Structured Finance, Bonds, Bloomberg, Valuation
Education
Middlebury College 1995 — 1999
BA, Economics
Danna Getske's Morgan Keegan Experience May 2000 - December 2007
Job Senior Financial Analyst, Sally Beauty Holdings
Industry Retail
Experience
Sally Beauty Holdings December 2007 - Present
Morgan Keegan May 2000 - December 2007
Maersk Sealand 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Equity Research, Strategic Planning, Cash Flow, Corporate Finance, Financial Planning, DCF, Valuation, Forecasting, Excel, Bloomberg Terminal, Investments, Capital Markets, PowerPoint, Asset Management, Business Valuation, Budgeting, Due Diligence, Investment Advisory, Financial Reporting, Cash Flow Forecasting, Data Analysis, Financial Forecasting, Equity Valuation
Education
Southern Methodist University 1998 — 2000
MBA, Finance
Texas Tech University 1989 — 1993
Bachelors of International Ecomonics, International Business
Sally Beauty Holdings December 2007 - Present
Morgan Keegan May 2000 - December 2007
Maersk Sealand 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Equity Research, Strategic Planning, Cash Flow, Corporate Finance, Financial Planning, DCF, Valuation, Forecasting, Excel, Bloomberg Terminal, Investments, Capital Markets, PowerPoint, Asset Management, Business Valuation, Budgeting, Due Diligence, Investment Advisory, Financial Reporting, Cash Flow Forecasting, Data Analysis, Financial Forecasting, Equity Valuation
Education
Southern Methodist University 1998 — 2000
MBA, Finance
Texas Tech University 1989 — 1993
Bachelors of International Ecomonics, International Business
Rob Santry's Morgan Keegan Experience May 2005 - August 2005
Job Law Clerk at Dozier Law Firm
Industry Investment Management
Experience
Alexander Shunnarah Personal Injury Lawyers May 2015 - Present
Dozier Law Firm May 2015 - Present
Annapurna Investment Group LLC January 2008 - August 2014
FIM (USA) March 2006 - January 2008
SGS January 2005 - January 2006
Morgan Keegan May 2005 - August 2005
Merrill Lynch May 2004 - April 2005
Skills
Private Equity, Portfolio Management, Valuation, Equities, Asset Management, Investments, Residential Homes, Financial Analysis, Financial Modeling, Marketing, Social Media, Public Speaking, Leadership
Education
Mercer University - Walter F. George School of Law
Juris Doctor (J.D.)
University of Tennessee-Knoxville
Alexander Shunnarah Personal Injury Lawyers May 2015 - Present
Dozier Law Firm May 2015 - Present
Annapurna Investment Group LLC January 2008 - August 2014
FIM (USA) March 2006 - January 2008
SGS January 2005 - January 2006
Morgan Keegan May 2005 - August 2005
Merrill Lynch May 2004 - April 2005
Skills
Private Equity, Portfolio Management, Valuation, Equities, Asset Management, Investments, Residential Homes, Financial Analysis, Financial Modeling, Marketing, Social Media, Public Speaking, Leadership
Education
Mercer University - Walter F. George School of Law
Juris Doctor (J.D.)
University of Tennessee-Knoxville
Jay Goldfinch's Morgan Keegan Experience November 2002 - July 2003
Job Technical Marketing Engineer at NetApp
Industry Computer Networking
Experience
NetApp September 2012 - Present
NetApp January 2006 - September 2012
NetApp December 2003 - January 2006
Morgan Keegan November 2002 - July 2003
MCI August 1998 - October 2002
Skills
Unix, Storage, NAS, Virtualization, Storage Area Networks, Programming, Cloud Computing, System Administration, Networking, Operating Systems, Technical Support, Databases, NetApp, NFS, VMware, SAN, Software Documentation, Perl, Python, TCL, SQL, High Availability, Fibre Channel, TCP/IP, Public Speaking, Webcasting, Customer Value..., SMB, Financial Instruments, Solaris, Agile & Waterfall..., Cluster, Storage Architecture, Data Center, Storage Management, RAID, Deduplication, File Systems, Shell Scripting, NetApp Filers, Storage Solutions
Education
North Carolina State University 1993 — 1998
BS, Computer Science
NetApp September 2012 - Present
NetApp January 2006 - September 2012
NetApp December 2003 - January 2006
Morgan Keegan November 2002 - July 2003
MCI August 1998 - October 2002
Skills
Unix, Storage, NAS, Virtualization, Storage Area Networks, Programming, Cloud Computing, System Administration, Networking, Operating Systems, Technical Support, Databases, NetApp, NFS, VMware, SAN, Software Documentation, Perl, Python, TCL, SQL, High Availability, Fibre Channel, TCP/IP, Public Speaking, Webcasting, Customer Value..., SMB, Financial Instruments, Solaris, Agile & Waterfall..., Cluster, Storage Architecture, Data Center, Storage Management, RAID, Deduplication, File Systems, Shell Scripting, NetApp Filers, Storage Solutions
Education
North Carolina State University 1993 — 1998
BS, Computer Science
Philip May's Morgan Keegan Experience August 2004 - December 2004
Job Equity Research Analyst, VP
Industry Financial Services
Experience
Equity Research Provider October 2014 - Present
Tolleson Wealth Management June 2012 - June 2014
Equity Research Provider September 2006 - May 2012
Chaffe & Associates January 2006 - April 2006
Morgan Keegan August 2004 - December 2004
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Equities, Financial Analysis, Due Diligence, Business Analysis, Microsoft Office, Corporate Finance, FactSet, Blue Matrix, Thompson One, Compustat
Education
University of New Orleans 2005 — 2006
MBA, Finance
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
Bachelor's degree, Business / Communications / Religion
Equity Research Provider October 2014 - Present
Tolleson Wealth Management June 2012 - June 2014
Equity Research Provider September 2006 - May 2012
Chaffe & Associates January 2006 - April 2006
Morgan Keegan August 2004 - December 2004
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Equities, Financial Analysis, Due Diligence, Business Analysis, Microsoft Office, Corporate Finance, FactSet, Blue Matrix, Thompson One, Compustat
Education
University of New Orleans 2005 — 2006
MBA, Finance
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
Bachelor's degree, Business / Communications / Religion
Josh Frazier's Morgan Keegan Experience January 2005 - September 2005
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab March 2014 - February 2015
MarketShare Financial October 2013 - March 2014
OneAmerica Financial Partners Inc. September 2005 - September 2013
Morgan Keegan January 2005 - September 2005
PFIC Securities Corporation January 2002 - January 2005
Charles Schwab 2000 - 2001
PFIC Securities Corporation 1998 - 2000
Education
Purdue University 1993 — 1998
Charles Schwab February 2015 - Present
Charles Schwab March 2014 - February 2015
MarketShare Financial October 2013 - March 2014
OneAmerica Financial Partners Inc. September 2005 - September 2013
Morgan Keegan January 2005 - September 2005
PFIC Securities Corporation January 2002 - January 2005
Charles Schwab 2000 - 2001
PFIC Securities Corporation 1998 - 2000
Education
Purdue University 1993 — 1998
Daniel S. Leritz's Morgan Keegan Experience February 2009 - September 2009
Job President & Portfolio Manager at Catapult Investment Management, L.L.C.
Industry Investment Management
Experience
Catapult Investment Management, L.L.C. September 2009 - Present
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
Morgan Keegan February 2009 - September 2009
Daedalus Capital, L.L.C. January 2006 - August 2008
Sparrow Capital Management, L.L.C. 2005 - 2005
Independent Political Consultant 2002 - 2004
Morgan Stanley 2001 - 2001
Skills
Portfolio Management, Investments, Equities, Hedge Funds
Education
Saint Louis University 2004 — 2011
MBA, Masters in International Business
Miami University 1995 — 1999
BA, BA-ITS, International Studies, Diplomacy & Foreign Affairs, Political Science
Saint Louis University High School
Catapult Investment Management, L.L.C. September 2009 - Present
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
The Leritz Company 2010 - 2015
Morgan Keegan February 2009 - September 2009
Daedalus Capital, L.L.C. January 2006 - August 2008
Sparrow Capital Management, L.L.C. 2005 - 2005
Independent Political Consultant 2002 - 2004
Morgan Stanley 2001 - 2001
Skills
Portfolio Management, Investments, Equities, Hedge Funds
Education
Saint Louis University 2004 — 2011
MBA, Masters in International Business
Miami University 1995 — 1999
BA, BA-ITS, International Studies, Diplomacy & Foreign Affairs, Political Science
Saint Louis University High School
Hussain rana's Morgan Keegan Experience 2008 - 2008
Job Student at Southern Methodist University Cox School of Business
Industry Financial Services
Experience
Morgan Keegan 2008 - 2008
Education
Southern Methodist University - Cox School of Business 2006 — 2008
Morgan Keegan 2008 - 2008
Education
Southern Methodist University - Cox School of Business 2006 — 2008
Robert Menard, Jr.'s Morgan Keegan Experience January 2004 - October 2009
Job Financial Advisor at Capital One
Industry Investment Management
Experience
Capital One August 2012 - Present
FBT Investments November 2009 - July 2012
Morgan Keegan January 2004 - October 2009
UBS Wealth Management September 2000 - January 2004
Skills
Wealth Management..., Retirement, Pensions, Series 7, Investments, Cash Management, Finance, Mutual Funds, Financial Planners, Financial Analysis, Securities, Wealth Management
Education
Jesuit High School
Loyola University New Orleans
Bachelor of Business Administration, Accounting and Finance
Capital One August 2012 - Present
FBT Investments November 2009 - July 2012
Morgan Keegan January 2004 - October 2009
UBS Wealth Management September 2000 - January 2004
Skills
Wealth Management..., Retirement, Pensions, Series 7, Investments, Cash Management, Finance, Mutual Funds, Financial Planners, Financial Analysis, Securities, Wealth Management
Education
Jesuit High School
Loyola University New Orleans
Bachelor of Business Administration, Accounting and Finance
Crissy Cassetty's Morgan Keegan Experience 2005 - 2007
Job Retail Recruiter at Nashville Downtown Partnership
Industry Retail
Experience
Nashville Downtown Partnership January 2008 - Present
Morgan Keegan 2005 - 2007
Regions Financial Corporation 2001 - 2005
Skills
Selling, Retail, Social Media, Customer Service, Banking, Recruiting, Marketing Communications, Marketing Strategy, Social Networking, Public Speaking, Sales, Social Media Marketing, Marketing, Finance, Advertising, Account Management
Education
Millsaps College 2000 — 2001
MBA
Millsaps College 1996 — 2000
Business, Marketing
Nashville Downtown Partnership January 2008 - Present
Morgan Keegan 2005 - 2007
Regions Financial Corporation 2001 - 2005
Skills
Selling, Retail, Social Media, Customer Service, Banking, Recruiting, Marketing Communications, Marketing Strategy, Social Networking, Public Speaking, Sales, Social Media Marketing, Marketing, Finance, Advertising, Account Management
Education
Millsaps College 2000 — 2001
MBA
Millsaps College 1996 — 2000
Business, Marketing
Betsy McLean's Morgan Keegan Experience May 1999 - May 2002
Job Sales Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. April 2011 - Present
Mississippi Treasury Department September 2004 - March 2011
Smith Shellnut Wilson June 2002 - August 2004
Morgan Keegan May 1999 - May 2002
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Private Equity, Series 7, Series 63, Securities, Bonds, Capital Markets
Education
CFA Institute 2004 — 2004
CFA Charterholder, Finance
Millsaps College 2002 — 2004
Master of Business Administration (MBA), Management and Finance
Rhodes College 1995 — 1999
Bachelor of Arts, Business Administration
Raymond James Financial Inc. April 2011 - Present
Mississippi Treasury Department September 2004 - March 2011
Smith Shellnut Wilson June 2002 - August 2004
Morgan Keegan May 1999 - May 2002
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Investment Strategies, Fixed Income, Investment Management, Wealth Management, Private Equity, Series 7, Series 63, Securities, Bonds, Capital Markets
Education
CFA Institute 2004 — 2004
CFA Charterholder, Finance
Millsaps College 2002 — 2004
Master of Business Administration (MBA), Management and Finance
Rhodes College 1995 — 1999
Bachelor of Arts, Business Administration
Francis Lynch, CFA's Morgan Keegan Experience March 2011 - September 2011
Job Senior Associate at Clark Enterprises, Inc.
Industry Real Estate
Experience
Clark Enterprises, Inc. May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets September 2011 - July 2013
Morgan Keegan March 2011 - September 2011
Robert W. Baird & Co. January 2011 - February 2011
Mercer Capital July 2009 - January 2011
Mercer Capital May 2008 - July 2008
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Clark Enterprises, Inc. May 2015 - Present
BMO Capital Markets July 2013 - May 2015
BMO Capital Markets September 2011 - July 2013
Morgan Keegan March 2011 - September 2011
Robert W. Baird & Co. January 2011 - February 2011
Mercer Capital July 2009 - January 2011
Mercer Capital May 2008 - July 2008
Education
Sewanee-The University of the South 2005 — 2009
BA, Economics, Mathematics
The Tuck School of Business at Dartmouth 2008 — 2008
Bret Wood's Morgan Keegan Experience February 1988 - Present
Job Broker /Managing Director at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan February 1988 - Present
EF Hutton December 1985 - January 1988
IBJ Schroder Bank and Trust March 1982 - November 1985
Education
New York University 1984 — 1985
evening management courses /no degree
BS Management Engineering 1977 — 1981
Business and Engineering
Morgan Keegan February 1988 - Present
EF Hutton December 1985 - January 1988
IBJ Schroder Bank and Trust March 1982 - November 1985
Education
New York University 1984 — 1985
evening management courses /no degree
BS Management Engineering 1977 — 1981
Business and Engineering
Jones, Stan's Morgan Keegan Experience February 1992 - February 2013
Job Vice President Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan February 1992 - February 2013
Skills
Series 7, Equities, Wealth Management, Investments, Portfolio Management, Investment Advisory, Finance, Financial Advisory, Asset Management, Series 63, Securities, Capital Markets, Retirement, Alternative Investments, Fixed Income, Retirement Planning, Fixed Annuities, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Asset Allocation, Hedge Funds, Investment Management, Bloomberg, Investment Banking, Bonds
Education
Mississippi State University 1980 — 1985
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Starkville High School
Raymond James February 2013 - Present
Morgan Keegan February 1992 - February 2013
Skills
Series 7, Equities, Wealth Management, Investments, Portfolio Management, Investment Advisory, Finance, Financial Advisory, Asset Management, Series 63, Securities, Capital Markets, Retirement, Alternative Investments, Fixed Income, Retirement Planning, Fixed Annuities, Mutual Funds, Uniform Combined State..., Investment Strategies, Strategic Financial..., Asset Allocation, Hedge Funds, Investment Management, Bloomberg, Investment Banking, Bonds
Education
Mississippi State University 1980 — 1985
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Starkville High School
Walter Wood III's Morgan Keegan Experience March 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Keegan March 2010 - Present
UBS Investment Bank August 2005 - September 2006
Education
Samford University 1999 — 2003
Bachelor of Arts and Sciences, History
Morgan Keegan March 2010 - Present
UBS Investment Bank August 2005 - September 2006
Education
Samford University 1999 — 2003
Bachelor of Arts and Sciences, History
Kimberley Batt's Morgan Keegan Experience January 2008 - February 2009
Job Young Communications, Client Service Professional
Industry Financial Services
Experience
Palm Beach Tan July 2009 - Present
Memphis Catholic Middle and High School February 2009 - July 2009
Morgan Keegan January 2008 - February 2009
Skills
Sales, Management, People Skills, Writing, Communication, Customer Service, Client Relations Skills, Account Management, Self-starter, Motivated self-starter, Publications, Crisis Management, Training, Event Planning, Investments, Leadership, Microsoft Word, PowerPoint, Public Relations, Public Speaking, Retirement Planning, Series 63, Social Networking, Social Media
Education
The University of Memphis 2004 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Murray State University 2003 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Palm Beach Tan July 2009 - Present
Memphis Catholic Middle and High School February 2009 - July 2009
Morgan Keegan January 2008 - February 2009
Skills
Sales, Management, People Skills, Writing, Communication, Customer Service, Client Relations Skills, Account Management, Self-starter, Motivated self-starter, Publications, Crisis Management, Training, Event Planning, Investments, Leadership, Microsoft Word, PowerPoint, Public Relations, Public Speaking, Retirement Planning, Series 63, Social Networking, Social Media
Education
The University of Memphis 2004 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Murray State University 2003 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Michael Taylor, CFA's Morgan Keegan Experience 1999 - 2001
Job
Industry Investment Banking
Experience
Mitchell Energy Partners, LLC May 2003 - Present
FBR 2002 - 2003
Morgan Keegan 1999 - 2001
Arthur Andersen 1997 - 1999
KPMG 1995 - 1997
Skills
Capital Markets, Due Diligence, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Structured Finance, Corporate Development, Financial Structuring, Divestitures, Private Placements, M&A experience, Equity Research, Business Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business
MBA
University of Houston
BBA, Finance, cum laude
Mitchell Energy Partners, LLC May 2003 - Present
FBR 2002 - 2003
Morgan Keegan 1999 - 2001
Arthur Andersen 1997 - 1999
KPMG 1995 - 1997
Skills
Capital Markets, Due Diligence, Investment Banking, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Hedge Funds, Financial Modeling, Equities, Alternative Investments, Structured Finance, Corporate Development, Financial Structuring, Divestitures, Private Placements, M&A experience, Equity Research, Business Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business
MBA
University of Houston
BBA, Finance, cum laude
Charles Slick's Morgan Keegan Experience July 2008 - September 2011
Job Associate at Goldman Sachs Specialty Lending Group
Industry Financial Services
Experience
Goldman Sachs Specialty Lending Group September 2011 - Present
Morgan Keegan July 2008 - September 2011
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Due Diligence
Education
Southern Methodist University 2004 — 2008
BA, Political Science and Public Policy
Lovett
Goldman Sachs Specialty Lending Group September 2011 - Present
Morgan Keegan July 2008 - September 2011
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Due Diligence
Education
Southern Methodist University 2004 — 2008
BA, Political Science and Public Policy
Lovett
Barry Donovan's Morgan Keegan Experience March 2010 - April 2012
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James & Associates April 2012 - Present
Morgan Keegan March 2010 - April 2012
Paragon Advising March 2000 - March 2010
Simmons & Company International 1990 - 2000
Skills
Investment Banking, M&A Advisory, Capital Markets, Valuation, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Equities, Divestitures, Mergers & Acquisitions, Business Strategy, IPO, LBO, Business Valuation, Financial Structuring
Education
Rice University 1986 — 1990
Raymond James & Associates April 2012 - Present
Morgan Keegan March 2010 - April 2012
Paragon Advising March 2000 - March 2010
Simmons & Company International 1990 - 2000
Skills
Investment Banking, M&A Advisory, Capital Markets, Valuation, Financial Modeling, Due Diligence, Corporate Finance, M&A experience, Equities, Divestitures, Mergers & Acquisitions, Business Strategy, IPO, LBO, Business Valuation, Financial Structuring
Education
Rice University 1986 — 1990
Maggie Corey's Morgan Keegan Experience May 2007 - August 2007
Job Recent Graduate
Industry Public Relations and Communications
Experience
Morgan Keegan May 2007 - August 2007
The Broadmoor May 2006 - August 2006
Gordon Biersch May 2005 - August 2005
Education
Miami University 2004 — 2008
B.F.A., History of Art and Architecture
Morgan Keegan May 2007 - August 2007
The Broadmoor May 2006 - August 2006
Gordon Biersch May 2005 - August 2005
Education
Miami University 2004 — 2008
B.F.A., History of Art and Architecture
Chris Drummond's Morgan Keegan Experience brokerNew York Stock Exchange1983 - Present
Job managing director at Morgan Keegan
Industry Capital Markets
Experience
Morgan Keegan brokerNew York Stock Exchange1983 - Present
Skills
Series 7, Equity Trading, Trading, Securities, Equities, Series 63, Investments, Capital Markets, Financial Markets
Education
Roanoke College 1981 — 1983
Morgan Keegan brokerNew York Stock Exchange1983 - Present
Skills
Series 7, Equity Trading, Trading, Securities, Equities, Series 63, Investments, Capital Markets, Financial Markets
Education
Roanoke College 1981 — 1983
Hedi Reynolds's Morgan Keegan Experience 1983 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
hhrreynolds investments 2008 - Present
Morgan Keegan 1983 - 2008
J.C. Bradford & Co. 1968 - 1983
Skills
Series 7, Series 24, Securities, Series 63
Education
Oklahoma State University
B.S., Journalism
hhrreynolds investments 2008 - Present
Morgan Keegan 1983 - 2008
J.C. Bradford & Co. 1968 - 1983
Skills
Series 7, Series 24, Securities, Series 63
Education
Oklahoma State University
B.S., Journalism
Gerrit van de Wetering's Morgan Keegan Experience July 2004 - September 2007
Job Director, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets September 2007 - Present
Morgan Keegan July 2004 - September 2007
Bank One - (JPMorgan Chase) June 2000 - June 2004
ABN AMRO May 1997 - June 2000
Skills
Derivatives, FX Options, Interest Rate..., Financial Institutions, Currency, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Structured Finance, Alternative Investments, Trading, Hedge Funds, Portfolio Management, Bonds, Equities, Options, Hedging, Financial Risk, Structured Products, Dodd-Frank, FAS 133, FAS 157, Hedge Accounting, Calypso, Swaptions, Total Return Swaps, Series 7, Series 63, Banking, Asset Managment, Investments, Risk Management, Credit, Credit Risk, Financial Structuring, Interest Rate Risk..., Swaps, Fixed Income Analysis
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance & Derivatives
University of Iowa 1987 — 1992
BA, Political Science
BMO Capital Markets September 2007 - Present
Morgan Keegan July 2004 - September 2007
Bank One - (JPMorgan Chase) June 2000 - June 2004
ABN AMRO May 1997 - June 2000
Skills
Derivatives, FX Options, Interest Rate..., Financial Institutions, Currency, Capital Markets, Financial Markets, Fixed Income, Investment Banking, Structured Finance, Alternative Investments, Trading, Hedge Funds, Portfolio Management, Bonds, Equities, Options, Hedging, Financial Risk, Structured Products, Dodd-Frank, FAS 133, FAS 157, Hedge Accounting, Calypso, Swaptions, Total Return Swaps, Series 7, Series 63, Banking, Asset Managment, Investments, Risk Management, Credit, Credit Risk, Financial Structuring, Interest Rate Risk..., Swaps, Fixed Income Analysis
Education
Quinlan School of Business, Loyola University Chicago 1995 — 1997
MBA, Finance & Derivatives
University of Iowa 1987 — 1992
BA, Political Science
RayDupont Home's Morgan Keegan Experience 2009 - 2011
Job Engineering Director at ClearCube Technology
Industry Computer Hardware
Experience
ClearCube Technology January 1999 - Present
National Council of the United States Society of St. Vincent de Paul 2000 - 2015
Morgan Keegan 2009 - 2011
IBM June 1964 - December 1998
IBM 1964 - 1998
Skills
Electrical Engineering, Engineering Management, Technology Management, Product Management, Hardware Architecture, Product Development, Disaster Recovery, System Architecture, Cloud Computing, Embedded Systems, Program Management, Debugging, Project Management, Electronics, Cross-functional Team..., SaaS, Integration, Firmware, Enterprise Software, Hardware, Software Development, FPGA
Education
University of Vermont 1981 — 1982
MSEE, Electrical Engineering
Marist College 1967 — 1974
BS, Physics
ClearCube Technology January 1999 - Present
National Council of the United States Society of St. Vincent de Paul 2000 - 2015
Morgan Keegan 2009 - 2011
IBM June 1964 - December 1998
IBM 1964 - 1998
Skills
Electrical Engineering, Engineering Management, Technology Management, Product Management, Hardware Architecture, Product Development, Disaster Recovery, System Architecture, Cloud Computing, Embedded Systems, Program Management, Debugging, Project Management, Electronics, Cross-functional Team..., SaaS, Integration, Firmware, Enterprise Software, Hardware, Software Development, FPGA
Education
University of Vermont 1981 — 1982
MSEE, Electrical Engineering
Marist College 1967 — 1974
BS, Physics
Ronald Tillett's Morgan Keegan Experience Secretary of FinanceCommonwealth of VirginiaJuly 1995 - May 2001
Job Managing Director, Public Finance at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan Secretary of FinanceCommonwealth of VirginiaJuly 1995 - May 2001
Commonwealth of Virginia August 1987 - June 1995
Education
Virginia Commonwealth University 1977 — 1979
BS, Urban Planning
Old Dominion University 1974 — 1977
BA, Political Science
Morgan Keegan Secretary of FinanceCommonwealth of VirginiaJuly 1995 - May 2001
Commonwealth of Virginia August 1987 - June 1995
Education
Virginia Commonwealth University 1977 — 1979
BS, Urban Planning
Old Dominion University 1974 — 1977
BA, Political Science
Rob Harty's Morgan Keegan Experience June 2009 - May 2012
Job Vice President, Financial Advisor at a Southwest Securities firm
Industry Financial Services
Experience
Southwest Securities May 2012 - Present
Morgan Keegan June 2009 - May 2012
UBS Wealth Management February 2007 - June 2009
Skills
Insurance, Financial Analysis, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Securities, Investments, Retirement, Fixed Annuities
Education
Oregon State University 1985 — 1987
Master of Arts, Sociology
University of North Texas 1980 — 1985
Bachelor of Arts, Political Sciences
Southwest Securities May 2012 - Present
Morgan Keegan June 2009 - May 2012
UBS Wealth Management February 2007 - June 2009
Skills
Insurance, Financial Analysis, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Investment Advisory, Mutual Funds, Series 63, Asset Allocation, Securities, Investments, Retirement, Fixed Annuities
Education
Oregon State University 1985 — 1987
Master of Arts, Sociology
University of North Texas 1980 — 1985
Bachelor of Arts, Political Sciences
Denise Morrison's Morgan Keegan Experience January 2007 - August 2012
Job SVP, Wealth Management Compliance Executive at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation July 2013 - Present
Securities America, Inc. Member FINRA/SIPC August 2012 - June 2013
Morgan Keegan January 2007 - August 2012
AmSouth Bank May 2003 - January 2007
Skills
Series 7, FINRA, Securities, Due Diligence, Mutual Funds, Investments, Investment Advisory, Risk Management, Series 24, AML, Finance, Management, Financial Services, Equities, Series 63, Anti Money Laundering
Education
Samford University 1993 — 2007
Bachelor's degree, Business Administration and Management, General
Regions Financial Corporation July 2013 - Present
Securities America, Inc. Member FINRA/SIPC August 2012 - June 2013
Morgan Keegan January 2007 - August 2012
AmSouth Bank May 2003 - January 2007
Skills
Series 7, FINRA, Securities, Due Diligence, Mutual Funds, Investments, Investment Advisory, Risk Management, Series 24, AML, Finance, Management, Financial Services, Equities, Series 63, Anti Money Laundering
Education
Samford University 1993 — 2007
Bachelor's degree, Business Administration and Management, General
Chris Hubbs's Morgan Keegan Experience November 2003 - May 2008
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2009 - Present
AIG SunAmerica May 2008 - February 2009
Morgan Keegan November 2003 - May 2008
Education
Northwestern State University
B.S., Business Administration
VALIC April 2009 - Present
AIG SunAmerica May 2008 - February 2009
Morgan Keegan November 2003 - May 2008
Education
Northwestern State University
B.S., Business Administration
David Lindsey's Morgan Keegan Experience 2007 - 2012
Job IT Profesional
Industry Information Technology and Services
Experience
International Paper 2012 - Present
Morgan Keegan 2007 - 2012
Cornerstone Consulting 2001 - 2006
Skills
MS Office 2010, Windows 7, Windows XP Pro, MS Project, Doc-to-Help, Change Management, SQL Server Analysis..., Camtasia Studio, SnagIt, Symantec DLP, Lync 2010, Ziplip, Actiance Vantage, IronMail, Enterprise Mobility..., Powershell, Messagestats, Screen+, HTML, Daptiv, Visio, Microsoft Exchange, Microsoft Office 2007, Technical Writing, Office 2010, Lync Server 2010, Servers, Analysis Services, Camtasia, Security, Disaster Recovery, IT Strategy, Windows Server, Vendor Management, Active Directory, ITIL, Process Improvement, Project Planning, Project Management, Software Documentation, Software Project..., Requirements Analysis, VMware, Data Center, Requirements Gathering, Microsoft SQL Server, System Deployment, System Administration, Business Analysis, SDLC
Education
Samford University 1995 — 1999
BS, Business Administration
International Paper 2012 - Present
Morgan Keegan 2007 - 2012
Cornerstone Consulting 2001 - 2006
Skills
MS Office 2010, Windows 7, Windows XP Pro, MS Project, Doc-to-Help, Change Management, SQL Server Analysis..., Camtasia Studio, SnagIt, Symantec DLP, Lync 2010, Ziplip, Actiance Vantage, IronMail, Enterprise Mobility..., Powershell, Messagestats, Screen+, HTML, Daptiv, Visio, Microsoft Exchange, Microsoft Office 2007, Technical Writing, Office 2010, Lync Server 2010, Servers, Analysis Services, Camtasia, Security, Disaster Recovery, IT Strategy, Windows Server, Vendor Management, Active Directory, ITIL, Process Improvement, Project Planning, Project Management, Software Documentation, Software Project..., Requirements Analysis, VMware, Data Center, Requirements Gathering, Microsoft SQL Server, System Deployment, System Administration, Business Analysis, SDLC
Education
Samford University 1995 — 1999
BS, Business Administration
Ed Sallis's Morgan Keegan Experience January 2005 - Present
Job Retired at Morgan Keegan
Industry Banking
Experience
Morgan Keegan January 2005 - Present
Morgan Keegan April 1985 - December 2004
Rankin County Bank April 1979 - December 2004
Skills
Investments, Portfolio Management, Financial Analysis, Equities, Retirement, Securities, Strategic Financial..., Credit, Risk Management, Asset Managment, Asset Allocation, Investment Advisory
Education
Mississippi State University 1955 — 1958
Bachelor of Business Administration (BBA), Banking and Financial Support Services
LSU School of Baning
Morgan Keegan January 2005 - Present
Morgan Keegan April 1985 - December 2004
Rankin County Bank April 1979 - December 2004
Skills
Investments, Portfolio Management, Financial Analysis, Equities, Retirement, Securities, Strategic Financial..., Credit, Risk Management, Asset Managment, Asset Allocation, Investment Advisory
Education
Mississippi State University 1955 — 1958
Bachelor of Business Administration (BBA), Banking and Financial Support Services
LSU School of Baning
Ryan Weakley's Morgan Keegan Experience June 2010 - Present
Job Portfolio Strategist
Industry Financial Services
Experience
Morgan Keegan June 2010 - Present
Fogelman College of Business, University of Memphis October 2009 - April 2010
Raymond James Financial August 2008 - August 2009
Skills
Microsoft Office, Morningstar, Lipper, Zephyr, Series 7, series 66, Accredited Wealth...
Education
The University of Memphis 2007 — 2008
Masters of Business Adminstration, International Business
Mississippi State University 2004 — 2007
Bachelors, Banking & Finance
Morgan Keegan June 2010 - Present
Fogelman College of Business, University of Memphis October 2009 - April 2010
Raymond James Financial August 2008 - August 2009
Skills
Microsoft Office, Morningstar, Lipper, Zephyr, Series 7, series 66, Accredited Wealth...
Education
The University of Memphis 2007 — 2008
Masters of Business Adminstration, International Business
Mississippi State University 2004 — 2007
Bachelors, Banking & Finance
John Gray Parker's Morgan Keegan Experience June 2009 - July 2009
Job Service and Industrial Designer | johngrayparker.com
Industry Design
Experience
ismDESIGN January 2014 - Present
SCAD March 2013 - Present
Watson Action Labs 2015 - 2015
Bennett Yachting Technologies June 2011 - October 2011
Hudson River Community Sailing March 2011 - May 2011
Rollins College September 2010 - December 2010
Phi Delta Theta Fraternity May 2008 - December 2009
Morgan Keegan June 2009 - July 2009
Skills
InDesign, Adobe Creative Suite, Illustrator, Photoshop, Model Making, Industrial Design, Product Design, Rhino, Photography, Concept Design, Drawing, SketchUp, Rhinoceros, Design Research, Microsoft Office, Design Thinking, Sketching, SolidWorks, Rendering, Google SketchUp, Keyshot 3, US Sailing Level 1..., Digital Photography, Keyshot, Orca 3D
Education
Savannah College of Art and Design 2013 — 2015
Master of Fine Arts (MFA), Service Design
Savannah College of Art and Design 2012 — 2013
Master of Arts (MA), Industrial and Product Design
Rollins College 2006 — 2010
Bachelor's degree, Economics
ismDESIGN January 2014 - Present
SCAD March 2013 - Present
Watson Action Labs 2015 - 2015
Bennett Yachting Technologies June 2011 - October 2011
Hudson River Community Sailing March 2011 - May 2011
Rollins College September 2010 - December 2010
Phi Delta Theta Fraternity May 2008 - December 2009
Morgan Keegan June 2009 - July 2009
Skills
InDesign, Adobe Creative Suite, Illustrator, Photoshop, Model Making, Industrial Design, Product Design, Rhino, Photography, Concept Design, Drawing, SketchUp, Rhinoceros, Design Research, Microsoft Office, Design Thinking, Sketching, SolidWorks, Rendering, Google SketchUp, Keyshot 3, US Sailing Level 1..., Digital Photography, Keyshot, Orca 3D
Education
Savannah College of Art and Design 2013 — 2015
Master of Fine Arts (MFA), Service Design
Savannah College of Art and Design 2012 — 2013
Master of Arts (MA), Industrial and Product Design
Rollins College 2006 — 2010
Bachelor's degree, Economics
Daniel Grinnan's Morgan Keegan Experience July 2010 - March 2012
Job Associate at Newstone Capital Partners
Industry Financial Services
Experience
Newstone Capital Partners October 2014 - Present
Raymond James Financial Inc. July 2013 - September 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan July 2010 - March 2012
Erickson Partners LLC October 2009 - June 2010
FDIC May 2009 - August 2009
Hillwood 2007 - 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Capital IQ, Due Diligence, Capital Markets, Financial Statement..., DCF
Education
Southern Methodist University 2006 — 2010
B.S., Economics With Financial Applications
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Accounting
St. Mark's School of Texas
Newstone Capital Partners October 2014 - Present
Raymond James Financial Inc. July 2013 - September 2014
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan July 2010 - March 2012
Erickson Partners LLC October 2009 - June 2010
FDIC May 2009 - August 2009
Hillwood 2007 - 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Capital IQ, Due Diligence, Capital Markets, Financial Statement..., DCF
Education
Southern Methodist University 2006 — 2010
B.S., Economics With Financial Applications
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Accounting
St. Mark's School of Texas
Parker Rhett's Morgan Keegan Experience August 2003 - February 2005
Job Agent, State Farm Insurance
Industry Insurance
Experience
Parker Rhett - State Farm Insurance July 2009 - Present
State Farm January 2008 - June 2009
State Farm February 2005 - December 2007
Morgan Keegan August 2003 - February 2005
Skills
Life Insurance, Term Life Insurance, Homeowners, Insurance, Whole Life, Property & Casualty..., Commercial Insurance, Umbrella Insurance
Education
Mississippi State University - College of Business and Industry 1998 — 2002
Bachelors
Parker Rhett - State Farm Insurance July 2009 - Present
State Farm January 2008 - June 2009
State Farm February 2005 - December 2007
Morgan Keegan August 2003 - February 2005
Skills
Life Insurance, Term Life Insurance, Homeowners, Insurance, Whole Life, Property & Casualty..., Commercial Insurance, Umbrella Insurance
Education
Mississippi State University - College of Business and Industry 1998 — 2002
Bachelors
Misty Maranto's Morgan Keegan Experience January 1996 - July 2000
Job Turner Industries Group, LLC Personnel
Industry Construction
Experience
Turner Industries May 2014 - Present
Turner Industries July 2000 - Present
Morgan Keegan January 1996 - July 2000
Skills
FMLA, Employee Relations, Performance Management, Employee Benefits, Microsoft Office, Benefits Administration, Team Building, Budgets, Process Scheduler, Open Enrollment, Human Resources, Change Management, Microsoft Excel, Process Improvement, Personnel Management, Employee Orientations, Project Management, Deferred Compensation, Industrial Safety, Onboarding, Recruiting
Education
Southeastern Louisiana University 1992 — 1999
B.A., Sociology
Turner Industries May 2014 - Present
Turner Industries July 2000 - Present
Morgan Keegan January 1996 - July 2000
Skills
FMLA, Employee Relations, Performance Management, Employee Benefits, Microsoft Office, Benefits Administration, Team Building, Budgets, Process Scheduler, Open Enrollment, Human Resources, Change Management, Microsoft Excel, Process Improvement, Personnel Management, Employee Orientations, Project Management, Deferred Compensation, Industrial Safety, Onboarding, Recruiting
Education
Southeastern Louisiana University 1992 — 1999
B.A., Sociology
Steve Spahr's Morgan Keegan Experience April 2006 - February 2013
Job Vice President and Assistant Regional Manager
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2015 - Present
Raymond James February 2013 - June 2015
Morgan Keegan April 2006 - February 2013
Legg Mason January 1995 - April 2006
Prudential Financial January 1981 - December 1994
Bache Halsey Stuart & Shields January 1979 - January 1981
Great American Crab Company/Flack Factory August 1977 - June 1978
Skills
Series 7, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Customer Relations, Securities, Mutual Funds, Retirement Planning, Financial Analysis, Compliance, Asset Allocation, Fixed Income, Series 63, Retirement, Investment Advisory, Bonds, Financial Advisory, New Business Development, Budgeting, Team Building, ETFs, Stocks, High Net Worth..., Separately Managed..., 401k, Managed Accounts, Options, Investment Products, Asset, Wealth, IRA's, Portfolios, Wealth Transfer, Equity Research, Pensions, Financial Markets, Fund Of Funds, Investor Relations, Asset Managment, Communication, Customer Service, Investment Strategies, Estate Planning, Financial Planners, Financial Services, Series 8
Education
Rollins College 1971 — 1975
BA, English Literature
Culver Military Academy 1967 — 1971
High School diploma/ROTC, General Studies
Janney Montgomery Scott LLC June 2015 - Present
Raymond James February 2013 - June 2015
Morgan Keegan April 2006 - February 2013
Legg Mason January 1995 - April 2006
Prudential Financial January 1981 - December 1994
Bache Halsey Stuart & Shields January 1979 - January 1981
Great American Crab Company/Flack Factory August 1977 - June 1978
Skills
Series 7, Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Customer Relations, Securities, Mutual Funds, Retirement Planning, Financial Analysis, Compliance, Asset Allocation, Fixed Income, Series 63, Retirement, Investment Advisory, Bonds, Financial Advisory, New Business Development, Budgeting, Team Building, ETFs, Stocks, High Net Worth..., Separately Managed..., 401k, Managed Accounts, Options, Investment Products, Asset, Wealth, IRA's, Portfolios, Wealth Transfer, Equity Research, Pensions, Financial Markets, Fund Of Funds, Investor Relations, Asset Managment, Communication, Customer Service, Investment Strategies, Estate Planning, Financial Planners, Financial Services, Series 8
Education
Rollins College 1971 — 1975
BA, English Literature
Culver Military Academy 1967 — 1971
High School diploma/ROTC, General Studies
Jimmy Ritt's Morgan Keegan Experience 2008 - 2008
Job Student at Saint Louis University
Industry Financial Services
Experience
Morgan Keegan 2008 - 2008
Germantown Country Club May 2004 - August 2007
Germantown Country Club May 2006 - August 2006
Education
Saint Louis University 2006 — 2010
Christian Brothers High School 2002 — 2006
Morgan Keegan 2008 - 2008
Germantown Country Club May 2004 - August 2007
Germantown Country Club May 2006 - August 2006
Education
Saint Louis University 2006 — 2010
Christian Brothers High School 2002 — 2006
Brad Cordell's Morgan Keegan Experience February 2001 - September 2006
Job GeorgiaPacific
Industry Consumer Goods
Experience
Georgia-Pacific October 2014 - Present
Coca-Cola July 2011 - October 2014
University of Arkansas Foundation September 2006 - June 2011
Morgan Keegan February 2001 - September 2006
Mars Petcare 2004 - 2005
Skills
Forecasting, Financial Modeling, Financial Analysis, Finance, Business Planning, Strategic Planning, Sales Operations, Leadership, Retail
Education
Southern Methodist University 1995 — 1999
BS, Economics
University of Arkansas at Fayetteville 2002 — 2004
MBA, Finance
Georgia-Pacific October 2014 - Present
Coca-Cola July 2011 - October 2014
University of Arkansas Foundation September 2006 - June 2011
Morgan Keegan February 2001 - September 2006
Mars Petcare 2004 - 2005
Skills
Forecasting, Financial Modeling, Financial Analysis, Finance, Business Planning, Strategic Planning, Sales Operations, Leadership, Retail
Education
Southern Methodist University 1995 — 1999
BS, Economics
University of Arkansas at Fayetteville 2002 — 2004
MBA, Finance
J. David Walton, Jr.'s Morgan Keegan Experience June 2010 - July 2010
Job Senior Analyst, Mergers & Acquisitions at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey April 2013 - April 2014
Sandler O'Neill July 2011 - March 2013
United Community Bank July 2010 - September 2010
Morgan Keegan June 2010 - July 2010
Skills
Investment Banking, Mergers & Acquisitions, FIG, Private Equity, Valuation, Financial Modeling, Financial Analysis, Financial Projection, Corporate Finance, Due Diligence, Microsoft Office, Microsoft Excel, SNL Financial, Bloomberg, Series 79, Series 63
Education
Washington and Lee University 2007 — 2011
BA, Economics, Classics, Accounting/Finance
Middlebury College 2008 — 2008
Language Schools, Spanish Summer School
Fannin County High School 2003 — 2007
High School
SunTrust Robinson Humphrey April 2014 - Present
SunTrust Robinson Humphrey April 2013 - April 2014
Sandler O'Neill July 2011 - March 2013
United Community Bank July 2010 - September 2010
Morgan Keegan June 2010 - July 2010
Skills
Investment Banking, Mergers & Acquisitions, FIG, Private Equity, Valuation, Financial Modeling, Financial Analysis, Financial Projection, Corporate Finance, Due Diligence, Microsoft Office, Microsoft Excel, SNL Financial, Bloomberg, Series 79, Series 63
Education
Washington and Lee University 2007 — 2011
BA, Economics, Classics, Accounting/Finance
Middlebury College 2008 — 2008
Language Schools, Spanish Summer School
Fannin County High School 2003 — 2007
High School
Terri Kutz's Morgan Keegan Experience 1991 - 2002
Job jeweler at Premier Designs
Industry Apparel & Fashion
Experience
Premier Designs April 2008 - Present
Morgan Keegan 1991 - 2002
Education
Mississippi State University 1981 — 1985
B. S., Business
Premier Designs April 2008 - Present
Morgan Keegan 1991 - 2002
Education
Mississippi State University 1981 — 1985
B. S., Business
Ann Robinson's Morgan Keegan Experience January 2007 - September 2012
Job SVP Product Management at RegEd, Inc.
Industry Financial Services
Experience
RegEd September 2012 - Present
Morgan Keegan January 2007 - September 2012
AmSouth Investment Services April 2000 - February 2007
Skills
Compliance, Securities, Insurance, Series 7, Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Leadership, FINRA, Finance, AML, Product Management, Enterprise Software, Banking, Series 63, Financial Services, Wealth Management, Mutual Funds, Portfolio Management, Equities, Series 24, Relationship Management, Trading, Investment Advisory, Investments, Asset Management, Investment Banking, Financial Risk, Fixed Income, Executive Management, Alternative Investments, Asset Allocation, Mergers & Acquisitions, Strategic Financial..., Investment Management, Hedge Funds, Financial Analysis, Capital Markets, Financial Markets, Financial Modeling, Options, Due Diligence, Anti Money Laundering
Education
University of Alabama at Birmingham 2004 — 2006
Master of Business Administration
Samford University 2000 — 2002
Bachelor of Science
RegEd September 2012 - Present
Morgan Keegan January 2007 - September 2012
AmSouth Investment Services April 2000 - February 2007
Skills
Compliance, Securities, Insurance, Series 7, Excel, PowerPoint, Word, Microsoft Word, Microsoft Excel, Leadership, FINRA, Finance, AML, Product Management, Enterprise Software, Banking, Series 63, Financial Services, Wealth Management, Mutual Funds, Portfolio Management, Equities, Series 24, Relationship Management, Trading, Investment Advisory, Investments, Asset Management, Investment Banking, Financial Risk, Fixed Income, Executive Management, Alternative Investments, Asset Allocation, Mergers & Acquisitions, Strategic Financial..., Investment Management, Hedge Funds, Financial Analysis, Capital Markets, Financial Markets, Financial Modeling, Options, Due Diligence, Anti Money Laundering
Education
University of Alabama at Birmingham 2004 — 2006
Master of Business Administration
Samford University 2000 — 2002
Bachelor of Science
Will Fletcher's Morgan Keegan Experience May 2006 - August 2006
Job Vice President at Latticework Capital Management
Industry Venture Capital & Private Equity
Experience
Latticework Capital Management January 2015 - Present
American Capital April 2012 - December 2014
Stephens Inc. June 2009 - July 2011
Wingate Partners May 2008 - August 2008
Forest Hill Capital May 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Spanish
Latticework Capital Management January 2015 - Present
American Capital April 2012 - December 2014
Stephens Inc. June 2009 - July 2011
Wingate Partners May 2008 - August 2008
Forest Hill Capital May 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Financial Analysis, Corporate Finance
Education
Southern Methodist University 2005 — 2009
BBA & BS, Finance & Spanish
Tim McMennamy's Morgan Keegan Experience 1993 - 1995
Job President, COO at Innerplan Office Interiors
Industry Furniture
Experience
Innerplan Office Interiors February 2015 - Present
Innerplan Office Interiors 2009 - Present
CFO Network 2008 - 2009
Technisource 2007 - 2007
Herrington, Inc. 2004 - 2007
ALLTEL Information Systems 1997 - 2003
Stephens Inc. 1996 - 1997
Wedbush Morgan Securities 1995 - 1996
Morgan Keegan 1993 - 1995
Skills
New Business Development, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Contract Negotiation, Acquisition Integration, B2B, Business Development, Business Strategy, Account Management, Budgets, Strategy, Executive Management, Selling, Start-ups, Investment Banking, Financial Analysis, Finance, Competitive Analysis, Entrepreneurship, Mergers & Acquisitions, Sales
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economics
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Finance
Innerplan Office Interiors February 2015 - Present
Innerplan Office Interiors 2009 - Present
CFO Network 2008 - 2009
Technisource 2007 - 2007
Herrington, Inc. 2004 - 2007
ALLTEL Information Systems 1997 - 2003
Stephens Inc. 1996 - 1997
Wedbush Morgan Securities 1995 - 1996
Morgan Keegan 1993 - 1995
Skills
New Business Development, Strategic Planning, Marketing Strategy, Team Building, Sales Management, Contract Negotiation, Acquisition Integration, B2B, Business Development, Business Strategy, Account Management, Budgets, Strategy, Executive Management, Selling, Start-ups, Investment Banking, Financial Analysis, Finance, Competitive Analysis, Entrepreneurship, Mergers & Acquisitions, Sales
Education
Vanderbilt University - Owen Graduate School of Management 1991 — 1993
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economics
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Finance
Matt Stockham's Morgan Keegan Experience August 2000 - April 2004
Job Investment Broker at Lexington Investment Company, Inc
Industry Financial Services
Experience
Lexington Investment Company, Inc April 2004 - Present
Morgan Keegan August 2000 - April 2004
Merrill Lynch June 1998 - August 2000
Skills
Investments, Portfolio Management, Retirement Planning, Asset Managment
Education
University of Kentucky 1990 — 1991
Master of Science (MS), International Relations and Affairs
Miami University 1987 — 1990
BS, Public Administration
Lexington Investment Company, Inc April 2004 - Present
Morgan Keegan August 2000 - April 2004
Merrill Lynch June 1998 - August 2000
Skills
Investments, Portfolio Management, Retirement Planning, Asset Managment
Education
University of Kentucky 1990 — 1991
Master of Science (MS), International Relations and Affairs
Miami University 1987 — 1990
BS, Public Administration
Minor Douglas's Morgan Keegan Experience February 2007 - February 2012
Job Senior Vice President at Raymond James & Associates
Industry Financial Services
Experience
Morgan Keegan February 2007 - February 2012
Education
Millsaps College 1973 — 1977
Bachelor of Science (BS), Political Science and Government
Morgan Keegan February 2007 - February 2012
Education
Millsaps College 1973 — 1977
Bachelor of Science (BS), Political Science and Government
Arthur Hatfield's Morgan Keegan Experience October 1994 - March 2012
Job Managing Director at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1994 - March 2012
Skills
Equities, Capital Markets, Series 7, Equity Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Southern Utah University 1989 — 1992
BS, Accounting
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1994 - March 2012
Skills
Equities, Capital Markets, Series 7, Equity Research, Investments
Education
Vanderbilt University - Owen Graduate School of Management 1992 — 1994
MBA, Finance
Southern Utah University 1989 — 1992
BS, Accounting
Ellen Marts's Morgan Keegan Experience February 2005 - October 2009
Job Sr Registered Client Services Associate at UBS
Industry Financial Services
Experience
UBS January 2011 - Present
Wells Fargo Advisors October 2009 - February 2010
Morgan Keegan February 2005 - October 2009
UBS June 1981 - February 2005
Skills
Public Speaking, Business Analysis, Strategic Planning, Series 65, Uniform Combined State..., Process Improvement, Marketing Strategy, Series 24, Budgets, FINRA, Securities, Series 7, Sales, Series 63, Team Building, New Business Development, Wealth Management, Mutual Funds
Education
Rowan University 1971 — 1972
Elementary Education
Tusculum College 1969 — 1971
Elementary Education
Rutgers University
Elementary Education
St. Rose of Lima Catholic School
UBS January 2011 - Present
Wells Fargo Advisors October 2009 - February 2010
Morgan Keegan February 2005 - October 2009
UBS June 1981 - February 2005
Skills
Public Speaking, Business Analysis, Strategic Planning, Series 65, Uniform Combined State..., Process Improvement, Marketing Strategy, Series 24, Budgets, FINRA, Securities, Series 7, Sales, Series 63, Team Building, New Business Development, Wealth Management, Mutual Funds
Education
Rowan University 1971 — 1972
Elementary Education
Tusculum College 1969 — 1971
Elementary Education
Rutgers University
Elementary Education
St. Rose of Lima Catholic School
Matt Beeby's Morgan Keegan Experience 2005 - 2010
Job Senior Equity Research Analyst, Oilfield Services at Williams Financial Group
Industry Investment Banking
Experience
Williams Financial Group January 2012 - Present
Global Hunter Securities 2010 - 2011
Morgan Keegan 2005 - 2010
ExxonMobil 2001 - 2003
Skills
Financial Modeling, Series 7, Valuation, Investment Banking, Equity Research, Capital Markets, Analysis, Equities
Education
Tulane University 2003 — 2005
MBA, Finance
Oklahoma State University 1996 — 2001
BS, Chemical Engineering
Williams Financial Group January 2012 - Present
Global Hunter Securities 2010 - 2011
Morgan Keegan 2005 - 2010
ExxonMobil 2001 - 2003
Skills
Financial Modeling, Series 7, Valuation, Investment Banking, Equity Research, Capital Markets, Analysis, Equities
Education
Tulane University 2003 — 2005
MBA, Finance
Oklahoma State University 1996 — 2001
BS, Chemical Engineering
Clint Guthrie's Morgan Keegan Experience 1994 - 1995
Job President at Grey Hawk Operating, LLC
Industry Oil & Energy
Experience
Grey Hawk Operating, LLC November 2014 - Present
Southern Oil, Inc. April 2013 - October 2014
Assurance Financial Group, LLC February 2012 - March 2013
Ample Energy, Inc. January 2011 - December 2011
Guthrie Development January 2005 - December 2010
MTG Operating Company 1995 - 2005
Morgan Keegan 1994 - 1995
Skills
Mergers, Negotiation, Corporate Law, Project Coordination, Strategic Planning, Business Strategy, Business Planning, Project Planning, Energy, Mergers & Acquisitions, Real Estate Development, Project Management, Finance, Construction, Commercial Real Estate, Residential Homes, New Business Development, Management, Sales
Education
Mississippi State University 1990 — 1994
Bachelor of Business Administration, Business
Grey Hawk Operating, LLC November 2014 - Present
Southern Oil, Inc. April 2013 - October 2014
Assurance Financial Group, LLC February 2012 - March 2013
Ample Energy, Inc. January 2011 - December 2011
Guthrie Development January 2005 - December 2010
MTG Operating Company 1995 - 2005
Morgan Keegan 1994 - 1995
Skills
Mergers, Negotiation, Corporate Law, Project Coordination, Strategic Planning, Business Strategy, Business Planning, Project Planning, Energy, Mergers & Acquisitions, Real Estate Development, Project Management, Finance, Construction, Commercial Real Estate, Residential Homes, New Business Development, Management, Sales
Education
Mississippi State University 1990 — 1994
Bachelor of Business Administration, Business
Steven Hattier's Morgan Keegan Experience 2001 - 2009
Job Principal at Hattier Financial Services
Industry Financial Services
Experience
Hattier Financial Services 2009 - Present
Morgan Keegan 2001 - 2009
A.G. Edwards 1997 - 2001
Skills
Strategic Planning, Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Equities, Business Strategy, Private Equity, Strategy, Management Consulting, Business Analysis, Corporate Finance, Project Management, Capital Markets, Investment Banking
Education
Louisiana State University 1991 — 1996
Finance
Hattier Financial Services 2009 - Present
Morgan Keegan 2001 - 2009
A.G. Edwards 1997 - 2001
Skills
Strategic Planning, Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Equities, Business Strategy, Private Equity, Strategy, Management Consulting, Business Analysis, Corporate Finance, Project Management, Capital Markets, Investment Banking
Education
Louisiana State University 1991 — 1996
Finance
Julia Totty's Morgan Keegan Experience September 1994 - November 1999
Job IT Professional
Industry Hospital & Health Care
Experience
FedEx Services November 1999 - December 2003
Morgan Keegan September 1994 - November 1999
City of Memphis January 1991 - September 1994
Skills
Project Management
Education
The University of Memphis 1977 — 1993
Bachelor of Business Administration (BBA), Management Information Systems
Southwest Tennessee Community College 1978 — 1982
Associate of Science (AS), Business Data Processing
FedEx Services November 1999 - December 2003
Morgan Keegan September 1994 - November 1999
City of Memphis January 1991 - September 1994
Skills
Project Management
Education
The University of Memphis 1977 — 1993
Bachelor of Business Administration (BBA), Management Information Systems
Southwest Tennessee Community College 1978 — 1982
Associate of Science (AS), Business Data Processing
Mike Hershberger's Morgan Keegan Experience October 2006 - August 2007
Job System Technician at Cox Communications
Industry Broadcast Media
Experience
Cox Communications September 2009 - December 2012
Cox Media October 2007 - September 2009
Morgan Keegan October 2006 - August 2007
Shands Hospital – Information Services August 2005 - June 2006
NCCER June 2005 - August 2005
Texas Tech University November 2002 - May 2005
Texas Tech University December 2001 - October 2002
Skills
Active Directory, Cisco IOS, Dell PowerEdge Servers, Windows Server, Microsoft Servers
Education
Purdue University 1995 — 2001
Electrical Engineering Technology
Cox Communications September 2009 - December 2012
Cox Media October 2007 - September 2009
Morgan Keegan October 2006 - August 2007
Shands Hospital – Information Services August 2005 - June 2006
NCCER June 2005 - August 2005
Texas Tech University November 2002 - May 2005
Texas Tech University December 2001 - October 2002
Skills
Active Directory, Cisco IOS, Dell PowerEdge Servers, Windows Server, Microsoft Servers
Education
Purdue University 1995 — 2001
Electrical Engineering Technology
Parker Mabry's Morgan Keegan Experience October 2008 - August 2013
Job Experienced IT Director, Sr. Systems Engineer and Architect
Industry Information Technology and Services
Experience
SAIC April 2014 - Present
Smith & Nephew September 2013 - March 2014
Morgan Keegan October 2008 - August 2013
Morgan Keegan October 2002 - October 2008
Morgan Keegan April 1997 - October 2002
Morgan Keegan March 1992 - April 1997
Econocom September 1990 - March 1992
Skills
Servers, Disaster Recovery, Management, VMware, Project Management, Strategic Financial..., Active Directory, Investments, Data Center, Equities, SharePoint, Strategic Planning, Risk Management, Securities, Windows Server, IT Strategy, Microsoft Office, Microsoft Exchange, Vendor Management, Fixed Income, Process Improvement, Asset Managment, FINRA, Security, Business Analysis, Computer Forensics, SAN, SOX Compliancy, Budgets, Contract Management, Networking, Business Continuity, Network Engineering, VMware ESX, Network Architecture, Asset Management
Education
The University of Memphis 1993 — 1994
Sam Houston State University 1982 — 1986
SAIC April 2014 - Present
Smith & Nephew September 2013 - March 2014
Morgan Keegan October 2008 - August 2013
Morgan Keegan October 2002 - October 2008
Morgan Keegan April 1997 - October 2002
Morgan Keegan March 1992 - April 1997
Econocom September 1990 - March 1992
Skills
Servers, Disaster Recovery, Management, VMware, Project Management, Strategic Financial..., Active Directory, Investments, Data Center, Equities, SharePoint, Strategic Planning, Risk Management, Securities, Windows Server, IT Strategy, Microsoft Office, Microsoft Exchange, Vendor Management, Fixed Income, Process Improvement, Asset Managment, FINRA, Security, Business Analysis, Computer Forensics, SAN, SOX Compliancy, Budgets, Contract Management, Networking, Business Continuity, Network Engineering, VMware ESX, Network Architecture, Asset Management
Education
The University of Memphis 1993 — 1994
Sam Houston State University 1982 — 1986
Chaz Jones's Morgan Keegan Experience September 2004 - April 2012
Job
Industry Financial Services
Experience
Wunderlich Securities April 2012 - Present
Morgan Keegan September 2004 - April 2012
Stephens Inc. December 1999 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C
Education
Oklahoma State University 1996 — 1998
Master of Business Administration (M.B.A.), International Business
Oklahoma State University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University 1992 — 1994
Business Administration and Management, General
Wunderlich Securities April 2012 - Present
Morgan Keegan September 2004 - April 2012
Stephens Inc. December 1999 - September 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C
Education
Oklahoma State University 1996 — 1998
Master of Business Administration (M.B.A.), International Business
Oklahoma State University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Southern Methodist University 1992 — 1994
Business Administration and Management, General
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation