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
Chris Yarbrough Chris Yarbrough's Morgan Keegan Experience April 2009 - September 2012
Job Taxable Municipal Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Morgan Keegan April 2009 - September 2012
Morgan Keegan March 2008 - April 2009
Vining Sparks, IBG September 2003 - November 2006
Skills
Series 7, Series 63, Series 66, Fixed Income, Bonds, Bloomberg, Uniform Combined State..., FINRA, Securities, Trading, Trading Systems, Electronic Trading, Bloomberg Terminal, Financial Services, Financial Markets, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management
Education
The University of Memphis 1998 — 2002
Bachelor of Business Administration, Marketing Management
Raymond James Financial Inc. September 2012 - Present
Morgan Keegan April 2009 - September 2012
Morgan Keegan March 2008 - April 2009
Vining Sparks, IBG September 2003 - November 2006
Skills
Series 7, Series 63, Series 66, Fixed Income, Bonds, Bloomberg, Uniform Combined State..., FINRA, Securities, Trading, Trading Systems, Electronic Trading, Bloomberg Terminal, Financial Services, Financial Markets, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management
Education
The University of Memphis 1998 — 2002
Bachelor of Business Administration, Marketing Management
Todd Stinnett Todd Stinnett's Morgan Keegan Experience May 2004 - November 2004
Job CSS IT Support Senior / Lead Tech at Atos
Industry Information Technology and Services
Experience
Atos December 2011 - Present
Siemens September 2008 - Present
Stinnett Photography December 2004 - Present
Harrah's Entertainment, Inc. November 2004 - September 2008
Morgan-Keegan May 2004 - November 2004
Harrah's Entertainment and CompuCom July 1997 - December 2003
O.E.S. / Methodist Health Systems July 1996 - July 1997
ServiceMaster / T.S.S. May 1995 - June 1996
Logistics Management, Inc. November 1992 - May 1995
National Repair Center 1990 - 1991
Skills
Troubleshooting, Active Directory, Windows, Windows Server, Servers, Technical Support, Printers, SQL, Operating Systems, TCP/IP, Help Desk Support, Software Documentation, Visio, Networking, DHCP, Security, Laptops, Routers, Wireless Networking, Integration, VoIP, DNS, SharePoint, System Administration, Cisco Technologies, Microsoft SQL Server, VPN, Disaster Recovery, Hardware, Windows 7, Unix, Microsoft Exchange, Computer Hardware, IT Operations, Linux, IT Management, Information Technology, Data Center, Access, Network Security, VMware, Virtualization, Vendor Management, Software Installation, XP, Switches, Network Administration, Firewalls, Databases, Group Policy
Education
State Technical Institute at Memphis 1990 — 1993
AS, Electronic Technology
The University of Memphis 1988 — 1989
Electrical Engineering
Millington Central High School 1984 — 1988
Atos December 2011 - Present
Siemens September 2008 - Present
Stinnett Photography December 2004 - Present
Harrah's Entertainment, Inc. November 2004 - September 2008
Morgan-Keegan May 2004 - November 2004
Harrah's Entertainment and CompuCom July 1997 - December 2003
O.E.S. / Methodist Health Systems July 1996 - July 1997
ServiceMaster / T.S.S. May 1995 - June 1996
Logistics Management, Inc. November 1992 - May 1995
National Repair Center 1990 - 1991
Skills
Troubleshooting, Active Directory, Windows, Windows Server, Servers, Technical Support, Printers, SQL, Operating Systems, TCP/IP, Help Desk Support, Software Documentation, Visio, Networking, DHCP, Security, Laptops, Routers, Wireless Networking, Integration, VoIP, DNS, SharePoint, System Administration, Cisco Technologies, Microsoft SQL Server, VPN, Disaster Recovery, Hardware, Windows 7, Unix, Microsoft Exchange, Computer Hardware, IT Operations, Linux, IT Management, Information Technology, Data Center, Access, Network Security, VMware, Virtualization, Vendor Management, Software Installation, XP, Switches, Network Administration, Firewalls, Databases, Group Policy
Education
State Technical Institute at Memphis 1990 — 1993
AS, Electronic Technology
The University of Memphis 1988 — 1989
Electrical Engineering
Millington Central High School 1984 — 1988
Larry Heathcott Larry Heathcott's Morgan Keegan Experience October 1997 - November 2005
Job President of Clarion Security
Industry Security and Investigations
Experience
Clarion Security January 2010 - Present
Memphis University School August 2003 - Present
Central Defense Security June 2005 - December 2009
Morgan Keegan October 1997 - November 2005
Automatic Data Processing 1990 - 1997
Skills
Security, Risk Management, Team Building, Operations Management, Risk Assessment, Security Management, Private Investigations, Physical Security, Team Leadership, Surveillance, Project Planning, Contract Negotiation, Budgets, Strategic Planning, Coaching, Fixed Income, Supervisory Skills, Training, Public Relations, Marketing, Customer Service, Program Management, Background Checks, Crime Prevention, Sales, Criminal Justice, Crisis Management, Executive Protection, Fraud, Evidence, Investigation, Policy, Interrogation, Firearms, Counterterrorism
Education
The University of Memphis 1985 — 1990
University of Tennessee-Knoxville 1987 — 1989
History
Briarcrest High School 1983 — 1985
Christian Brothers High School 1982 — 1983
Clarion Security January 2010 - Present
Memphis University School August 2003 - Present
Central Defense Security June 2005 - December 2009
Morgan Keegan October 1997 - November 2005
Automatic Data Processing 1990 - 1997
Skills
Security, Risk Management, Team Building, Operations Management, Risk Assessment, Security Management, Private Investigations, Physical Security, Team Leadership, Surveillance, Project Planning, Contract Negotiation, Budgets, Strategic Planning, Coaching, Fixed Income, Supervisory Skills, Training, Public Relations, Marketing, Customer Service, Program Management, Background Checks, Crime Prevention, Sales, Criminal Justice, Crisis Management, Executive Protection, Fraud, Evidence, Investigation, Policy, Interrogation, Firearms, Counterterrorism
Education
The University of Memphis 1985 — 1990
University of Tennessee-Knoxville 1987 — 1989
History
Briarcrest High School 1983 — 1985
Christian Brothers High School 1982 — 1983
Lindsay Peluso Lindsay Peluso's Morgan Keegan Experience January 2008 - February 2009
Job English Teacher at Shelby County Schools
Industry Education Management
Experience
Shelby County Schools July 2013 - Present
Shelby County Schools October 2012 - Present
Grace Health Care June 2012 - October 2012
Knowsley MBC January 2012 - May 2012
Morgan Keegan January 2008 - February 2009
Skills
Teaching, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Research, Elementary Education, Outlook, Public Speaking, English, Curriculum Design, Lesson Planning, Classroom, Editing
Education
The University of Memphis 2012 — 2014
Master of Science (M.S.), Instruction and Curriculum Leadership
University of Mississippi 2011 — 2012
Bachelors Degree, Elementary Education
Shelby County Schools July 2013 - Present
Shelby County Schools October 2012 - Present
Grace Health Care June 2012 - October 2012
Knowsley MBC January 2012 - May 2012
Morgan Keegan January 2008 - February 2009
Skills
Teaching, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Research, Elementary Education, Outlook, Public Speaking, English, Curriculum Design, Lesson Planning, Classroom, Editing
Education
The University of Memphis 2012 — 2014
Master of Science (M.S.), Instruction and Curriculum Leadership
University of Mississippi 2011 — 2012
Bachelors Degree, Elementary Education
Jennifer Goff Jennifer Goff's Morgan Keegan Experience April 2005 - August 2006
Job Trust Operations Specialist at Evolve Bank and Trust (Memphis, TN)
Industry Financial Services
Experience
Evolve Bank and Trust April 2010 - Present
Evolve Bank & Trust thru Gateway November 2009 - March 2010
INSOUTH Bank December 2007 - November 2009
Capital Realty Services September 2006 - August 2007
Morgan Keegan April 2005 - August 2006
Morgan Keegan August 2003 - April 2005
Skills
Financial Services, Portfolio Management, Banking, Investments, Credit, Customer Service, Accounting, Financial Analysis, Microsoft Excel, Credit Analysis, Risk Management, Mortgage Lending, Asset Management
Education
The University of Memphis 2000 — 2004
BBA, Finance, General
Evolve Bank and Trust April 2010 - Present
Evolve Bank & Trust thru Gateway November 2009 - March 2010
INSOUTH Bank December 2007 - November 2009
Capital Realty Services September 2006 - August 2007
Morgan Keegan April 2005 - August 2006
Morgan Keegan August 2003 - April 2005
Skills
Financial Services, Portfolio Management, Banking, Investments, Credit, Customer Service, Accounting, Financial Analysis, Microsoft Excel, Credit Analysis, Risk Management, Mortgage Lending, Asset Management
Education
The University of Memphis 2000 — 2004
BBA, Finance, General
Dick Ferguson Dick Ferguson's Morgan Keegan Experience August 1987 - February 2013
Job Division Director at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan August 1987 - February 2013
Education
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA)
Raymond James February 2013 - Present
Morgan Keegan August 1987 - February 2013
Education
The University of Georgia 1982 — 1986
Bachelor of Business Administration (BBA)
Jonathan Autrey Jonathan Autrey's Morgan Keegan Experience February 2007 - November 2009
Job Municipal Bond Trader, Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Raymond James Morgan Keegan November 2009 - July 2013
Morgan Keegan February 2007 - November 2009
Wells Fargo June 2006 - January 2007
Education
The University of Memphis 2003 — 2006
Bachelor's degree, Finance, General
SunTrust Robinson Humphrey July 2013 - Present
Raymond James Morgan Keegan November 2009 - July 2013
Morgan Keegan February 2007 - November 2009
Wells Fargo June 2006 - January 2007
Education
The University of Memphis 2003 — 2006
Bachelor's degree, Finance, General
Stephen J. Garritano Stephen J. Garritano's Morgan Keegan Experience June 2009 - August 2009
Job Accountant at Sunshine Developmental School
Industry Accounting
Experience
Sunshine Developmental School April 2014 - Present
Blackman Plumbing Supply Co., Inc. November 2013 - December 2013
G.S. Garritano & Associates, CPAs, LLC June 2006 - May 2013
Veb Consult S.r.l. May 2011 - July 2011
Grapevine Distributors of the Carolinas June 2009 - August 2009
Morgan Keegan June 2009 - August 2009
Skills
Quickbooks, Excel, Customer Service, Accounting, Access, Lacerte, Word, Outlook, OneNote, Adobe Acrobat, Microsoft Exchange, Backup Exec, Trend Micro, Sonicwall, Chase Quick Deposit, Virtual PC, QuickBooks, Microsoft Word, Microsoft Excel, Peachtree, Microsoft Office, Accounts Payable, Research, Bookkeeping, Time Management, Invoicing, Tax Accounting
Education
State University of New York College at Brockport 2007 — 2012
Bachelor of Science (B.S.), Accounting
Sunshine Developmental School April 2014 - Present
Blackman Plumbing Supply Co., Inc. November 2013 - December 2013
G.S. Garritano & Associates, CPAs, LLC June 2006 - May 2013
Veb Consult S.r.l. May 2011 - July 2011
Grapevine Distributors of the Carolinas June 2009 - August 2009
Morgan Keegan June 2009 - August 2009
Skills
Quickbooks, Excel, Customer Service, Accounting, Access, Lacerte, Word, Outlook, OneNote, Adobe Acrobat, Microsoft Exchange, Backup Exec, Trend Micro, Sonicwall, Chase Quick Deposit, Virtual PC, QuickBooks, Microsoft Word, Microsoft Excel, Peachtree, Microsoft Office, Accounts Payable, Research, Bookkeeping, Time Management, Invoicing, Tax Accounting
Education
State University of New York College at Brockport 2007 — 2012
Bachelor of Science (B.S.), Accounting
Chris Mercer Chris Mercer's Morgan Keegan Experience 1978 - 1982
Job Business Valuation. Author of Unlocking Private Company Wealth and BuySell Agreement Books.ChrisMercer.net
Industry Financial Services
Experience
Mercer Capital June 1982 - Present
International Valuation Standards Council (IVSC) 2011 - October 2014
American Society of Appraisers July 2007 - December 2011
Morgan Keegan 1978 - 1982
First Horizon National Corporation March 1975 - March 1978
KPMG Peat Marwick March 1975 - December 1975
Skills
Litigation Support, Expert Witness Services, Business Valuation, Statutory Fair Value, Business Appraisal..., Business Damages, Bank and Financial..., Fair Value, Valuation, Damages, Financial Institutions, Statutory Accounting, Business, Strategic Financial..., Expert Witness, Leadership, Financial Modeling, Public Speaking, Due Diligence, Mergers & Acquisitions, Appraisals, Small Business, Entrepreneurship, Forensic Accounting, Financial Advisory, Corporate Governance, Venture Capital, Training, Finance, Published Author, Private Equity, Corporate Finance, Securities, Economics, Estate Planning, Restructuring, Executive Management, Tax, Exit Strategies, Financial Analysis, Mergers, Program Management, Asset Management, Investment Banking, Private Placements, Portfolio Management, Funding, Corporate Development, IPO, Joint Ventures
Education
Vanderbilt University 1968 — 1971
M.A., Economics
Stetson University 1965 — 1968
B.A., Economics
Mercer Capital June 1982 - Present
International Valuation Standards Council (IVSC) 2011 - October 2014
American Society of Appraisers July 2007 - December 2011
Morgan Keegan 1978 - 1982
First Horizon National Corporation March 1975 - March 1978
KPMG Peat Marwick March 1975 - December 1975
Skills
Litigation Support, Expert Witness Services, Business Valuation, Statutory Fair Value, Business Appraisal..., Business Damages, Bank and Financial..., Fair Value, Valuation, Damages, Financial Institutions, Statutory Accounting, Business, Strategic Financial..., Expert Witness, Leadership, Financial Modeling, Public Speaking, Due Diligence, Mergers & Acquisitions, Appraisals, Small Business, Entrepreneurship, Forensic Accounting, Financial Advisory, Corporate Governance, Venture Capital, Training, Finance, Published Author, Private Equity, Corporate Finance, Securities, Economics, Estate Planning, Restructuring, Executive Management, Tax, Exit Strategies, Financial Analysis, Mergers, Program Management, Asset Management, Investment Banking, Private Placements, Portfolio Management, Funding, Corporate Development, IPO, Joint Ventures
Education
Vanderbilt University 1968 — 1971
M.A., Economics
Stetson University 1965 — 1968
B.A., Economics
Kelsey Hatcher Kelsey Hatcher's Morgan Keegan Experience June 2008 - July 2008
Job Assistant Vice President of National Corporate Banking at Union Bank
Industry Financial Services
Experience
MUFG Union Bank April 2013 - Present
Renova Partners, LLC February 2012 - April 2013
Banco Bilbao Vizcaya Argentaria September 2010 - July 2011
Morgan Keegan June 2008 - July 2008
Emory Department of Medical Genetics September 2004 - December 2004
Skills
Spanish, Portuguese, Conversational French, Investment Banking, Emerging Markets, Research, Valuation, Latin America, Spain, Brazil, Community Banks, Mergers & Acquisitions, Capital Markets, Specialty Finance, Due Diligence, Financial Analysis, Financial Statement..., Financial Modeling, Finance
Education
University of Virginia 2007 — 2009
BS in Commerce, Finance, Management
The University of Georgia 2005 — 2007
Finance, Portuguese, Chinese, French, Spanish
Universidade Federal Fluminense 2006 — 2006
Portuguese
Wheeler High School 2001 — 2005
Bells Ferry
MUFG Union Bank April 2013 - Present
Renova Partners, LLC February 2012 - April 2013
Banco Bilbao Vizcaya Argentaria September 2010 - July 2011
Morgan Keegan June 2008 - July 2008
Emory Department of Medical Genetics September 2004 - December 2004
Skills
Spanish, Portuguese, Conversational French, Investment Banking, Emerging Markets, Research, Valuation, Latin America, Spain, Brazil, Community Banks, Mergers & Acquisitions, Capital Markets, Specialty Finance, Due Diligence, Financial Analysis, Financial Statement..., Financial Modeling, Finance
Education
University of Virginia 2007 — 2009
BS in Commerce, Finance, Management
The University of Georgia 2005 — 2007
Finance, Portuguese, Chinese, French, Spanish
Universidade Federal Fluminense 2006 — 2006
Portuguese
Wheeler High School 2001 — 2005
Bells Ferry
John J. Ennis John J. Ennis's Morgan Keegan Experience August 2007 - December 2009
Job Copywriter / Creatavist
Industry Marketing and Advertising
Experience
Your Agency's Name Here June 2015 - Present
Cargo September 2013 - June 2015
Scout Marketing May 2012 - August 2013
Fitzgerald+CO October 2011 - December 2011
The Creative Circus January 2010 - December 2011
Morgan Keegan August 2007 - December 2009
Skills
Advertising, PowerPoint, Social Media, Copywriting, Copy Editing, Creative Writing, Acting, Dance, Landscape Architecture, Coaching, Sailing, Skeeball, Concept Development, Website Copy, Radio Advertising, Swimming, Sports, Film Editing, Wealth Management, Marketing Copy, Karaoke, First Aid, Lifeguarding, Storytelling, Doodling, Eating, Jokes, Positivity, Wisdom, Trivia, Badminton, Presentations, Voice & Accent, Research, Sketch Comedy, Poetry, Rap, Heavy Lifting, Campaign Concepting, Fort Building, Entertainment, Recruiting, Internet, Problem Solving, Leadership, Ghostwriting, Customer Service, Speech Writing, Radio, Brand Development
Education
The Creative Circus 2010 — 2011
University of Alabama 1925 — 2007
Communications, Advertising, Business Management, American History
Your Agency's Name Here June 2015 - Present
Cargo September 2013 - June 2015
Scout Marketing May 2012 - August 2013
Fitzgerald+CO October 2011 - December 2011
The Creative Circus January 2010 - December 2011
Morgan Keegan August 2007 - December 2009
Skills
Advertising, PowerPoint, Social Media, Copywriting, Copy Editing, Creative Writing, Acting, Dance, Landscape Architecture, Coaching, Sailing, Skeeball, Concept Development, Website Copy, Radio Advertising, Swimming, Sports, Film Editing, Wealth Management, Marketing Copy, Karaoke, First Aid, Lifeguarding, Storytelling, Doodling, Eating, Jokes, Positivity, Wisdom, Trivia, Badminton, Presentations, Voice & Accent, Research, Sketch Comedy, Poetry, Rap, Heavy Lifting, Campaign Concepting, Fort Building, Entertainment, Recruiting, Internet, Problem Solving, Leadership, Ghostwriting, Customer Service, Speech Writing, Radio, Brand Development
Education
The Creative Circus 2010 — 2011
University of Alabama 1925 — 2007
Communications, Advertising, Business Management, American History
Francis Maus Francis Maus's Morgan Keegan Experience October 1985 - February 2013
Job Managing Director, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan October 1985 - February 2013
Merrill Lynch April 1981 - October 1985
Skills
Investments
Education
Stonehill College 1975 — 1979
Bachelor of Science (B.S.), Business Administration
St. Thomas Aquinas HS 1971 — 1975
Raymond James February 2013 - Present
Morgan Keegan October 1985 - February 2013
Merrill Lynch April 1981 - October 1985
Skills
Investments
Education
Stonehill College 1975 — 1979
Bachelor of Science (B.S.), Business Administration
St. Thomas Aquinas HS 1971 — 1975
Kayla Kissane Kayla Kissane's Morgan Keegan Experience June 2010 - August 2010
Job Product Specialist, Business Analytics
Industry Information Technology and Services
Experience
IBM June 2015 - Present
The Home Depot May 2014 - August 2014
UPS June 2011 - June 2013
University of Georgia's Housing Assignments Department May 2009 - June 2011
Morgan Keegan June 2010 - August 2010
Monkey Joe's April 2006 - August 2008
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA), Marketing and Business Analytics
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Finance, Marketing
IBM June 2015 - Present
The Home Depot May 2014 - August 2014
UPS June 2011 - June 2013
University of Georgia's Housing Assignments Department May 2009 - June 2011
Morgan Keegan June 2010 - August 2010
Monkey Joe's April 2006 - August 2008
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA), Marketing and Business Analytics
The University of Georgia 2007 — 2011
Bachelor of Business Administration, Finance, Marketing
Beth Nieman's Morgan Keegan Experience June 2007 - August 2007
Job Marketing Coordinator at Kilpatrick Townsend & Stockton LLP
Industry Legal Services
Experience
Kilpatrick Townsend & Stockton LLP June 2014 - Present
Smith, Gambrell & Russell, LLP July 2012 - June 2014
Bondurant, Mixson & Elmore October 2010 - July 2012
Elarbee, Thompson, Sapp & Wilson, LLP August 2010 - October 2010
Coulter & Associates August 2009 - August 2010
Morgan Keegan June 2007 - August 2007
Skills
Marketing, Writing, Proposal Writing, Social Media, Business Development, Marketing Event Planning, Legal Research, Commercial Litigation, Litigation Support, Trials, Civil Litigation
Education
The University of Georgia 2006 — 2010
Bachelor of Arts, Journalism and Mass Communications
University of Georgia, Athens Terry College of Business 2006 — 2010
Bachelor of Business Administration, Banking and Finance
Kilpatrick Townsend & Stockton LLP June 2014 - Present
Smith, Gambrell & Russell, LLP July 2012 - June 2014
Bondurant, Mixson & Elmore October 2010 - July 2012
Elarbee, Thompson, Sapp & Wilson, LLP August 2010 - October 2010
Coulter & Associates August 2009 - August 2010
Morgan Keegan June 2007 - August 2007
Skills
Marketing, Writing, Proposal Writing, Social Media, Business Development, Marketing Event Planning, Legal Research, Commercial Litigation, Litigation Support, Trials, Civil Litigation
Education
The University of Georgia 2006 — 2010
Bachelor of Arts, Journalism and Mass Communications
University of Georgia, Athens Terry College of Business 2006 — 2010
Bachelor of Business Administration, Banking and Finance
Jake Silvestri's Morgan Keegan Experience September 2011 - December 2011
Job Distillate Trading Analyst at BP
Industry Oil & Energy
Experience
BP June 2015 - Present
University of Illinois at Urbana-Champaign August 2013 - June 2015
Gavilon Group, LLC June 2014 - August 2014
Morgan Keegan September 2011 - December 2011
Skills
Economics, Econometrics, Time Series Analysis, Commodity Pricing, Stata, Bloomberg Terminal, SAS, EViews, Microsoft Excel, PowerPoint, Leadership, Research, Futures, Options
Education
University of Illinois at Urbana-Champaign 2013 — 2015
Master of Science (M.S.), Agricultural and Applied Economics
The University of Memphis 2008 — 2013
B.B.A., Business Economics
BP June 2015 - Present
University of Illinois at Urbana-Champaign August 2013 - June 2015
Gavilon Group, LLC June 2014 - August 2014
Morgan Keegan September 2011 - December 2011
Skills
Economics, Econometrics, Time Series Analysis, Commodity Pricing, Stata, Bloomberg Terminal, SAS, EViews, Microsoft Excel, PowerPoint, Leadership, Research, Futures, Options
Education
University of Illinois at Urbana-Champaign 2013 — 2015
Master of Science (M.S.), Agricultural and Applied Economics
The University of Memphis 2008 — 2013
B.B.A., Business Economics
Mallory Lynch's Morgan Keegan Experience January 2011 - September 2012
Job Senior Product Analyst, Client Experience at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. September 2012 - December 2014
Raymond James Financial Inc. February 2013 - March 2013
Morgan Keegan January 2011 - September 2012
Raymond James Financial Inc. May 2012 - August 2012
Morgan Keegan August 2009 - January 2011
Morgan Keegan May 2009 - August 2009
Union University January 2008 - May 2009
Morgan Keegan May 2008 - September 2008
Skills
Marketing Strategy, Microsoft Office, Marketing Research, Project Management, Niche Market Development, Training & Development, Client Experience, Data Analysis, Employee Hiring, Microsoft SQL Server, Survey Research, Qualitative Research, Series 7, Customer Experience, Wealth Management, Analysis, Customer Service, Recruiting, Budgets, Access, Financial Services, Marketing, Research, Human Resources, Mutual Funds, Asset Allocation, Training, Fundraising, Social Media, Leadership, Team Building, Market Research, Project Planning, Strategy, CRM, Retirement Planning, Onboarding, Securities, Finance, Financial Analysis, Investments, Banking, Retirement, Event Planning, Employee Training
Education
The University of Memphis 2010 — 2011
MBA, Professional Studies
Union University 2005 — 2009
BSBA, Marketing
Raymond James Financial Inc. January 2015 - Present
Raymond James Financial Inc. September 2012 - December 2014
Raymond James Financial Inc. February 2013 - March 2013
Morgan Keegan January 2011 - September 2012
Raymond James Financial Inc. May 2012 - August 2012
Morgan Keegan August 2009 - January 2011
Morgan Keegan May 2009 - August 2009
Union University January 2008 - May 2009
Morgan Keegan May 2008 - September 2008
Skills
Marketing Strategy, Microsoft Office, Marketing Research, Project Management, Niche Market Development, Training & Development, Client Experience, Data Analysis, Employee Hiring, Microsoft SQL Server, Survey Research, Qualitative Research, Series 7, Customer Experience, Wealth Management, Analysis, Customer Service, Recruiting, Budgets, Access, Financial Services, Marketing, Research, Human Resources, Mutual Funds, Asset Allocation, Training, Fundraising, Social Media, Leadership, Team Building, Market Research, Project Planning, Strategy, CRM, Retirement Planning, Onboarding, Securities, Finance, Financial Analysis, Investments, Banking, Retirement, Event Planning, Employee Training
Education
The University of Memphis 2010 — 2011
MBA, Professional Studies
Union University 2005 — 2009
BSBA, Marketing
Kevin Reynolds, CFA Kevin Reynolds, CFA's Morgan Keegan Experience August 2001 - August 2004
Job Financial Analyst with Banking Industry and Capital Markets Expertise
Industry Financial Services
Experience
Wunderlich Securities December 2008 - June 2015
Janney Montgomery Scott July 2007 - December 2008
Stanford Group Company August 2004 - July 2007
Morgan Keegan August 2001 - August 2004
Morgan Keegan January 2000 - August 2001
Mercer Capital December 1997 - January 2000
Union Planters Bank August 1995 - December 1997
Skills
Investment Banking, Equity Research, Investments, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Business Valuation, Corporate Finance, Public Speaking, Commercial Lending, Business Analysis, Commercial Banking, Finance, Forecasting, Banking, Treasury Management, Financial Services, Equities, Asset Management, Credit Analysis, Series 7, Financial Institutions, Venture Capital, Portfolio Management
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
The University of Memphis 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Wunderlich Securities December 2008 - June 2015
Janney Montgomery Scott July 2007 - December 2008
Stanford Group Company August 2004 - July 2007
Morgan Keegan August 2001 - August 2004
Morgan Keegan January 2000 - August 2001
Mercer Capital December 1997 - January 2000
Union Planters Bank August 1995 - December 1997
Skills
Investment Banking, Equity Research, Investments, Capital Markets, Valuation, Financial Analysis, Financial Modeling, Business Valuation, Corporate Finance, Public Speaking, Commercial Lending, Business Analysis, Commercial Banking, Finance, Forecasting, Banking, Treasury Management, Financial Services, Equities, Asset Management, Credit Analysis, Series 7, Financial Institutions, Venture Capital, Portfolio Management
Education
The University of Memphis 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
The University of Memphis 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Anne Dudley Hopkins Anne Dudley Hopkins's Morgan Keegan Experience March 2007 - May 2011
Job Atlanta Customer Resource Center Coordinator and Energy Efficiency Support at Georgia Power Company
Industry Utilities
Experience
Georgia Power Company January 2014 - Present
Georgia Power Company September 2011 - Present
Morgan Keegan March 2007 - May 2011
Delta Air Lines 2002 - 2006
1996 Atlanta Summer Olympics 1996 - 1997
The Coca-Cola Company 1995 - 1996
SunTrust Bank 1978 - 1991
Skills
Microsoft Office, Contract Negotiation, Negotiation, Microsoft Excel, Analysis, Forecasting, Marketing Strategy, Leadership, Program Management, Financial Analysis, Customer Service, Project Management, Strategic Planning, Business Development, Management, Project Planning, Risk Management, Strategy, Event Planning, Training, Change Management
Education
The University of Georgia 1972 — 1976
Georgia Power Company January 2014 - Present
Georgia Power Company September 2011 - Present
Morgan Keegan March 2007 - May 2011
Delta Air Lines 2002 - 2006
1996 Atlanta Summer Olympics 1996 - 1997
The Coca-Cola Company 1995 - 1996
SunTrust Bank 1978 - 1991
Skills
Microsoft Office, Contract Negotiation, Negotiation, Microsoft Excel, Analysis, Forecasting, Marketing Strategy, Leadership, Program Management, Financial Analysis, Customer Service, Project Management, Strategic Planning, Business Development, Management, Project Planning, Risk Management, Strategy, Event Planning, Training, Change Management
Education
The University of Georgia 1972 — 1976
Edward L. Brundick, III JD, CIMA ®, CFP ® Edward L. Brundick, III JD, CIMA ®, CFP ®'s Morgan Keegan Experience May 2005 - December 2009
Job Market President, Argent Trust Memphis
Industry Financial Services
Experience
Argent Trust Memphis May 2014 - Present
University of Memphis January 2004 - Present
Integral Legal Solutions May 2014 - Present
Duncan-Williams, Inc. January 2011 - September 2013
Waddell & Associates February 2010 - December 2010
Morgan Keegan May 2005 - December 2009
Morgan Keegan March 2004 - May 2005
Morgan Keegan August 2003 - March 2004
Rightway Entertainment March 1990 - June 2000
Skills
FINRA, Certified Investment..., Certified Financial..., Securities, Series 7, Options, Life Insurance, Estate Planning, Investments, Capital Markets, Fixed Income, Series 24, Insurance, Portfolio Management, Mutual Funds, Asset Management, Series 63, Finance, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Alternative Investments, Bonds, Investment Strategies, Strategic Financial..., Financial Planning
Education
The University of Memphis—Cecil C. Humphreys School of Law 2000 — 2003
JD, Law
The University of Memphis 1998 — 1999
MBA, Finance & Marketing
The University of Memphis 1986 — 1998
BBA, Management
Argent Trust Memphis May 2014 - Present
University of Memphis January 2004 - Present
Integral Legal Solutions May 2014 - Present
Duncan-Williams, Inc. January 2011 - September 2013
Waddell & Associates February 2010 - December 2010
Morgan Keegan May 2005 - December 2009
Morgan Keegan March 2004 - May 2005
Morgan Keegan August 2003 - March 2004
Rightway Entertainment March 1990 - June 2000
Skills
FINRA, Certified Investment..., Certified Financial..., Securities, Series 7, Options, Life Insurance, Estate Planning, Investments, Capital Markets, Fixed Income, Series 24, Insurance, Portfolio Management, Mutual Funds, Asset Management, Series 63, Finance, Asset Allocation, Wealth Management, Retirement Planning, Investment Advisory, Financial Advisory, Alternative Investments, Bonds, Investment Strategies, Strategic Financial..., Financial Planning
Education
The University of Memphis—Cecil C. Humphreys School of Law 2000 — 2003
JD, Law
The University of Memphis 1998 — 1999
MBA, Finance & Marketing
The University of Memphis 1986 — 1998
BBA, Management
Lori Barksdale Lori Barksdale's Morgan Keegan Experience September 1999 - March 2008
Job Director of Marketing for Madison Pharmacy
Industry Pharmaceuticals
Experience
Madison Pharmacy June 2012 - Present
International Children's Heart Foundation January 2009 - June 2012
The Ferrell Law Firm, P.C. August 2008 - January 2009
Morgan Keegan September 1999 - March 2008
Skills
Customer Service, Budgets, Management, Leadership, Marketing, Project Management, Strategic Planning, Data Analysis, Training, Healthcare, Human Resources, Analysis
Education
The University of Memphis 1993 — 1995
Madison Pharmacy June 2012 - Present
International Children's Heart Foundation January 2009 - June 2012
The Ferrell Law Firm, P.C. August 2008 - January 2009
Morgan Keegan September 1999 - March 2008
Skills
Customer Service, Budgets, Management, Leadership, Marketing, Project Management, Strategic Planning, Data Analysis, Training, Healthcare, Human Resources, Analysis
Education
The University of Memphis 1993 — 1995
Jeff Jamieson Jeff Jamieson's Morgan Keegan Experience January 2002 - November 2004
Job Sales Consultant at Mass Mutual Retirement Services
Industry Financial Services
Experience
MassMutual Financial Group July 2005 - Present
Morgan Keegan January 2002 - November 2004
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, 401k, Investments, Annuities, Insurance, Due Diligence, Asset Allocation, Series 6, Asset Management, Financial Services, Fixed Annuities, Sales, Wealth Management, Financial Planning, Series 63
Education
The University of Memphis 1995 — 2001
Bachelor of Business Administration, Finance
MassMutual Financial Group July 2005 - Present
Morgan Keegan January 2002 - November 2004
Skills
Mutual Funds, Employee Benefits, Retirement, Retirement Planning, 401k, Investments, Annuities, Insurance, Due Diligence, Asset Allocation, Series 6, Asset Management, Financial Services, Fixed Annuities, Sales, Wealth Management, Financial Planning, Series 63
Education
The University of Memphis 1995 — 2001
Bachelor of Business Administration, Finance
Jeremy Ramsey's Morgan Keegan Experience October 2010 - October 2012
Job Investment Portfolio Specialist at Raymond James
Industry Financial Services
Experience
Raymond James December 2014 - Present
Raymond James Financial Inc. October 2012 - December 2014
Morgan Keegan October 2010 - October 2012
Morgan Keegan June 2009 - October 2010
Rack-N-Roll Audio March 2000 - September 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Equities, Fixed Income, Securities, Financial Modeling, Bloomberg, Bonds, Series 66
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
Tennessee State University 2007 — 2009
Bachelor of Business Administration, Economics and Finance
University of Central Arkansas 1997 — 1998
Raymond James December 2014 - Present
Raymond James Financial Inc. October 2012 - December 2014
Morgan Keegan October 2010 - October 2012
Morgan Keegan June 2009 - October 2010
Rack-N-Roll Audio March 2000 - September 2007
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Series 63, Alternative Investments, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Equities, Fixed Income, Securities, Financial Modeling, Bloomberg, Bonds, Series 66
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (MBA)
Tennessee State University 2007 — 2009
Bachelor of Business Administration, Economics and Finance
University of Central Arkansas 1997 — 1998
Rick Vinson Rick Vinson's Morgan Keegan Experience 1994 - 1997
Job Vice President Information Technology at AIG
Industry Information Technology and Services
Experience
AIG November 2014 - Present
Total Safety US, Inc. July 2012 - October 2014
HP - Hewlett Packard Corp September 1997 - July 2012
Morgan Keegan 1994 - 1997
Skills
IT Management, IT Operations, Strategic Technology..., Strategic IT, IT Strategy, Server Consolidation, Virtualization, Business Alignment, IT Governance, Leadership Development, Business Strategy, Executive Management, IT systems development, Staff Development, Information Technology, Governance, Project Management, IT Service Management, ITIL, Solution Architecture, Program Management, Integration, ERP, Disaster Recovery, Software Development, Enterprise Architecture, Business Intelligence, Vendor Management, Business Process, Project Portfolio..., Data Center, Software Project..., Business Analysis
Education
The University of Memphis 1994 — 1996
MBA, MIS
The University of Memphis 1989 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
AIG November 2014 - Present
Total Safety US, Inc. July 2012 - October 2014
HP - Hewlett Packard Corp September 1997 - July 2012
Morgan Keegan 1994 - 1997
Skills
IT Management, IT Operations, Strategic Technology..., Strategic IT, IT Strategy, Server Consolidation, Virtualization, Business Alignment, IT Governance, Leadership Development, Business Strategy, Executive Management, IT systems development, Staff Development, Information Technology, Governance, Project Management, IT Service Management, ITIL, Solution Architecture, Program Management, Integration, ERP, Disaster Recovery, Software Development, Enterprise Architecture, Business Intelligence, Vendor Management, Business Process, Project Portfolio..., Data Center, Software Project..., Business Analysis
Education
The University of Memphis 1994 — 1996
MBA, MIS
The University of Memphis 1989 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Robbie Goss Robbie Goss's Morgan Keegan Experience November 2006 - April 2011
Job Smith & Nephew Orthopaedics
Industry Medical Devices
Experience
Smith & Nephew June 2013 - Present
Exhibit-A, Inc. April 2011 - December 2012
Morgan Keegan November 2006 - April 2011
Skills
Marketing, Account Management, Sales, Trade Shows, Sales Operations, Customer Service, Customer Satisfaction, Networking, Negotiation, Contract Negotiation
Education
The University of Memphis
Smith & Nephew June 2013 - Present
Exhibit-A, Inc. April 2011 - December 2012
Morgan Keegan November 2006 - April 2011
Skills
Marketing, Account Management, Sales, Trade Shows, Sales Operations, Customer Service, Customer Satisfaction, Networking, Negotiation, Contract Negotiation
Education
The University of Memphis
Jonathan Emanuel Jonathan Emanuel's Morgan Keegan Experience May 2008 - December 2009
Job Investment advisor and financial planner
Industry Investment Management
Experience
LPL Financial April 2014 - Present
Barnett & Company December 2009 - March 2014
Morgan Keegan May 2008 - December 2009
United States Air Force 2000 - 2007
United States Army Reserves 1996 - 1999
Skills
Investments, Wealth Management, Financial Analysis, Investment Advisory, Asset Management, Retirement Planning, Securities, Asset Allocation, Alternative Investments, Strategic Financial..., Series 63, Estate Planning, Equities, Retirement, Financial Services, Mutual Funds, Investment Strategies, Capital Markets, Relationship Management, Financial Advisory, Credit Analysis, Fixed Income, Series 65, Risk Management, 401k, Finance, Investment Management, Bonds, Wealth Management..., Retirement Plan..., High Net Worth..., Equity Research, IRAs, Financial Planners, Equity Trading, Wealth, Financial Markets, FINRA, Funding
Education
Webster University 2002 — 2004
MBA
Tennessee Technological University 1998 — 2000
BS, Psychology
LPL Financial April 2014 - Present
Barnett & Company December 2009 - March 2014
Morgan Keegan May 2008 - December 2009
United States Air Force 2000 - 2007
United States Army Reserves 1996 - 1999
Skills
Investments, Wealth Management, Financial Analysis, Investment Advisory, Asset Management, Retirement Planning, Securities, Asset Allocation, Alternative Investments, Strategic Financial..., Series 63, Estate Planning, Equities, Retirement, Financial Services, Mutual Funds, Investment Strategies, Capital Markets, Relationship Management, Financial Advisory, Credit Analysis, Fixed Income, Series 65, Risk Management, 401k, Finance, Investment Management, Bonds, Wealth Management..., Retirement Plan..., High Net Worth..., Equity Research, IRAs, Financial Planners, Equity Trading, Wealth, Financial Markets, FINRA, Funding
Education
Webster University 2002 — 2004
MBA
Tennessee Technological University 1998 — 2000
BS, Psychology
Bruce Angotti, AIF® Bruce Angotti, AIF®'s Morgan Keegan Experience December 2007 - Present
Job First Vice President / Portfolio Analyst Wealth Mangagement Services, Morgan Keegan & Co, Inc
Industry Financial Services
Experience
Morgan Keegan December 2007 - Present
Skills
Series 7, Uniform Combined State..., Financial Services, Series 63, Mutual Funds, Portfolio Management, Wealth Management, Securities, Alternative Investments
Education
The University of Memphis
BBA, Finance
Morgan Keegan December 2007 - Present
Skills
Series 7, Uniform Combined State..., Financial Services, Series 63, Mutual Funds, Portfolio Management, Wealth Management, Securities, Alternative Investments
Education
The University of Memphis
BBA, Finance
Melissa Delk Melissa Delk's Morgan Keegan Experience January 2010 - September 2011
Job Program Manager at Millstone Medical Outsourcing
Industry Medical Devices
Experience
Millstone Medical Outsourcing September 2011 - Present
Morgan Keegan January 2010 - September 2011
Waddell & Reed May 2007 - September 2009
Skills
Leadership, Medical Devices, Process Improvement, Customer Service, Cross-functional Team..., ISO 13485, FDA, Management, Manufacturing, Program Management, Product Launch, Quality Assurance, Quality System, Microsoft Office, Strategic Planning
Education
The University of Memphis
Millstone Medical Outsourcing September 2011 - Present
Morgan Keegan January 2010 - September 2011
Waddell & Reed May 2007 - September 2009
Skills
Leadership, Medical Devices, Process Improvement, Customer Service, Cross-functional Team..., ISO 13485, FDA, Management, Manufacturing, Program Management, Product Launch, Quality Assurance, Quality System, Microsoft Office, Strategic Planning
Education
The University of Memphis
Joe Ranft Joe Ranft's Morgan Keegan Experience 1996 - 1998
Job Cinch Financial CoFounder and Director of Product & UX
Industry Internet
Experience
Cinch Financial June 2012 - Present
Joe Ranft Design LLC April 2008 - April 2013
Updown.com August 2008 - April 2009
Fidelity Investments November 1999 - March 2008
ixl 1998 - 2000
Morgan Keegan 1996 - 1998
Skills
Information Architecture, User Interface Design, Rapid Prototyping, Agile Methodologies, Customer Experience, User Research, Usability Testing, Creative Direction, Design Thinking, Usability
Education
University of Iowa 1994 — 1996
MA, English & English Education
University of Memphis 1986 — 1990
BA, English
Cinch Financial June 2012 - Present
Joe Ranft Design LLC April 2008 - April 2013
Updown.com August 2008 - April 2009
Fidelity Investments November 1999 - March 2008
ixl 1998 - 2000
Morgan Keegan 1996 - 1998
Skills
Information Architecture, User Interface Design, Rapid Prototyping, Agile Methodologies, Customer Experience, User Research, Usability Testing, Creative Direction, Design Thinking, Usability
Education
University of Iowa 1994 — 1996
MA, English & English Education
University of Memphis 1986 — 1990
BA, English
Chuck Minton, CTP Chuck Minton, CTP's Morgan Keegan Experience April 2004 - June 2009
Job Sr. Treasury Analyst at AIG
Industry Financial Services
Experience
AIG March 2014 - Present
NetVersant April 2013 - February 2014
JPMorgan Chase June 2009 - April 2013
Morgan Keegan April 2004 - June 2009
Skills
Financial Analysis, Financial Modeling, Treasury Management, Cash Flow Forecasting, Equity Research, Fixed Income Analysis, Cash Management, Analysis
Education
University of Houston 2009 — 2012
MBA, Finance
Texas A&M University-Kingsville 1990 — 1994
BBA, Finance
Rice University Glasscock School of Continuing Studies
AIG March 2014 - Present
NetVersant April 2013 - February 2014
JPMorgan Chase June 2009 - April 2013
Morgan Keegan April 2004 - June 2009
Skills
Financial Analysis, Financial Modeling, Treasury Management, Cash Flow Forecasting, Equity Research, Fixed Income Analysis, Cash Management, Analysis
Education
University of Houston 2009 — 2012
MBA, Finance
Texas A&M University-Kingsville 1990 — 1994
BBA, Finance
Rice University Glasscock School of Continuing Studies
Peter Kostiuk Peter Kostiuk's Morgan Keegan Experience May 2008 - March 2012
Job Director of Strategic Development at MIAT College of Technology
Industry Education Management
Experience
MIAT College of Technology September 2014 - Present
HCP & Company February 2013 - August 2014
CRT Capital Group April 2012 - July 2012
Morgan Keegan May 2008 - March 2012
Skills
Equity Research, Valuation, Analysis, Hedge Funds, Financial Modeling, Financial Analysis, Fundamental Analysis, Corporate Finance, DCF, Investments, Capital Markets, Investment Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Vanderbilt University 2004 — 2008
B.A., Economics
MIAT College of Technology September 2014 - Present
HCP & Company February 2013 - August 2014
CRT Capital Group April 2012 - July 2012
Morgan Keegan May 2008 - March 2012
Skills
Equity Research, Valuation, Analysis, Hedge Funds, Financial Modeling, Financial Analysis, Fundamental Analysis, Corporate Finance, DCF, Investments, Capital Markets, Investment Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Vanderbilt University 2004 — 2008
B.A., Economics
Phil McDonnell Phil McDonnell's Morgan Keegan Experience May 1997 - November 1997
Job Director, Business Development at Terminix International
Industry Consumer Services
Experience
Terminix International January 2013 - Present
MSC Industrial Supply February 2012 - December 2012
TruGreen LandCare December 2005 - January 2012
American Home Shield August 2002 - December 2005
American Home Shield January 1999 - January 2002
American Home Shield March 1999 - August 1999
American Home Shield November 1997 - March 1999
Morgan Keegan May 1997 - November 1997
Skills
New Business Development, Contract Negotiation, Customer Satisfaction, Key Account Management, Change Management, Start-ups, Proposal Writing, Financial Analysis, Six Sigma, Account Management, Sales Management, Sales Process, Management
Education
The University of Memphis 2004 — 2008
Master's, Business Administration
The University of Memphis 1992 — 1997
Bachelor's, Business Administration
Christian Brothers High School 1988 — 1992
Terminix International January 2013 - Present
MSC Industrial Supply February 2012 - December 2012
TruGreen LandCare December 2005 - January 2012
American Home Shield August 2002 - December 2005
American Home Shield January 1999 - January 2002
American Home Shield March 1999 - August 1999
American Home Shield November 1997 - March 1999
Morgan Keegan May 1997 - November 1997
Skills
New Business Development, Contract Negotiation, Customer Satisfaction, Key Account Management, Change Management, Start-ups, Proposal Writing, Financial Analysis, Six Sigma, Account Management, Sales Management, Sales Process, Management
Education
The University of Memphis 2004 — 2008
Master's, Business Administration
The University of Memphis 1992 — 1997
Bachelor's, Business Administration
Christian Brothers High School 1988 — 1992
Mihir Jobalia Mihir Jobalia's Morgan Keegan Experience July 2010 - March 2012
Job Global Head of Technology Corporate Finance at KPMG
Industry Investment Banking
Experience
KPMG March 2012 - Present
India Community Center March 2014 - Present
Morgan Keegan July 2010 - March 2012
ThinkEquity LLC May 2007 - July 2010
Raymond James & Associates July 1999 - May 2007
The Loan Depot June 1996 - September 1998
OxyChem January 1994 - June 1996
OxyChem (Occidental Chemical) 1994 - 1996
Skills
Investment Banking, M&A experience, Corporate Finance, Mergers, Corporate Development, Venture Capital, Private Equity, Valuation, Mergers & Acquisitions, IPO, Strategy, Business Development, Start-ups, Financial Modeling, Finance, Entrepreneurship, Leadership, Management Consulting, Financial Markets, Competitive Analysis, Portfolio Management, Private Placements, Investments, Asset Management, Restructuring, Due Diligence, Emerging Markets, Equities, Capital Markets, LBO, Hedge Funds, Management, Business Strategy, Strategic Partnerships, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Houston 1993 — 1994
M.S., Chemical Engineering
University of Florida 1988 — 1993
B.S., Chemical Engineering
KPMG March 2012 - Present
India Community Center March 2014 - Present
Morgan Keegan July 2010 - March 2012
ThinkEquity LLC May 2007 - July 2010
Raymond James & Associates July 1999 - May 2007
The Loan Depot June 1996 - September 1998
OxyChem January 1994 - June 1996
OxyChem (Occidental Chemical) 1994 - 1996
Skills
Investment Banking, M&A experience, Corporate Finance, Mergers, Corporate Development, Venture Capital, Private Equity, Valuation, Mergers & Acquisitions, IPO, Strategy, Business Development, Start-ups, Financial Modeling, Finance, Entrepreneurship, Leadership, Management Consulting, Financial Markets, Competitive Analysis, Portfolio Management, Private Placements, Investments, Asset Management, Restructuring, Due Diligence, Emerging Markets, Equities, Capital Markets, LBO, Hedge Funds, Management, Business Strategy, Strategic Partnerships, Financial Analysis
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Houston 1993 — 1994
M.S., Chemical Engineering
University of Florida 1988 — 1993
B.S., Chemical Engineering
Tanya Self Tanya Self's Morgan Keegan Experience March 2007 - July 2009
Job Retail Associate and Full Time Student
Industry Retail
Experience
Klapprodt Pools February 2015 - Present
Granite Financial Group December 2011 - December 2014
Tipton Wealth Management July 2009 - August 2011
Home Federal Bank July 2009 - March 2011
Morgan Keegan March 2007 - July 2009
Morgan Keegan July 2004 - March 2007
Skills
Loans, Mutual Funds, Financial Services
Education
Tarrant County College
Klapprodt Pools February 2015 - Present
Granite Financial Group December 2011 - December 2014
Tipton Wealth Management July 2009 - August 2011
Home Federal Bank July 2009 - March 2011
Morgan Keegan March 2007 - July 2009
Morgan Keegan July 2004 - March 2007
Skills
Loans, Mutual Funds, Financial Services
Education
Tarrant County College
Michelle Scully Michelle Scully's Morgan Keegan Experience 2006 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Keegan 2006 - 2010
Education
The University of Memphis 1998 — 2003
Bachelor of Science (B.S.), Marketing and Fashion Merchandising
Morgan Keegan 2006 - 2010
Education
The University of Memphis 1998 — 2003
Bachelor of Science (B.S.), Marketing and Fashion Merchandising
Fred Hiatt Fred Hiatt's Morgan Keegan Experience 1994 - 2003
Job Chief Operating Officer at Red Door Wealth Management
Industry Investment Management
Experience
Red Door Wealth Management January 2010 - Present
Waddell & Associates April 2005 - December 2009
Morgan Keegan 1994 - 2003
Skills
Portfolio Management, Investments, Financial Analysis, Securities, Strategic Financial..., Alternative Investments, Asset Allocation, Mergers & Acquisitions, Finance, Asset Management, Management, Private Equity, Financial Planning, Equities, Hedge Funds, Wealth Management, Strategic Planning, Mutual Funds
Education
The University of Memphis 1986 — 1989
Red Door Wealth Management January 2010 - Present
Waddell & Associates April 2005 - December 2009
Morgan Keegan 1994 - 2003
Skills
Portfolio Management, Investments, Financial Analysis, Securities, Strategic Financial..., Alternative Investments, Asset Allocation, Mergers & Acquisitions, Finance, Asset Management, Management, Private Equity, Financial Planning, Equities, Hedge Funds, Wealth Management, Strategic Planning, Mutual Funds
Education
The University of Memphis 1986 — 1989
Leigh Anne Cronin Leigh Anne Cronin's Morgan Keegan Experience June 2010 - June 2012
Job Account Executive at IN Marketing Services
Industry Marketing and Advertising
Experience
IN Marketing April 2015 - Present
IN Marketing May 2013 - April 2015
Advantage Sales & Marketing June 2012 - May 2013
Morgan Keegan June 2010 - June 2012
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Integrated Marketing, Social Networking, Microsoft Word, Microsoft Excel
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Swansea University 2011 — 2011
IN Marketing April 2015 - Present
IN Marketing May 2013 - April 2015
Advantage Sales & Marketing June 2012 - May 2013
Morgan Keegan June 2010 - June 2012
Skills
Event Planning, Marketing, Social Media, Social Media Marketing, Integrated Marketing, Social Networking, Microsoft Word, Microsoft Excel
Education
University of Tennessee-Knoxville 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Swansea University 2011 — 2011
Daniel Butts Daniel Butts's Morgan Keegan Experience August 2007 - December 2007
Job Research Analyst at Wellspring Management, LLC
Industry Investment Management
Experience
NFC Investments March 2015 - Present
Wellspring Management, LLC May 2011 - February 2015
Goldman Sachs January 2008 - May 2011
Morgan Keegan August 2007 - December 2007
Hawkshaw Capital Management April 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Financial Modeling, Valuation, Equity Derivatives, Investment Banking, Private Equity, Corporate Finance, Bloomberg, Equities, Portfolio Management, Due Diligence, Investments, Capital Markets, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Equity Research
Education
The University of Memphis 2004 — 2007
Bachelor of Business Administration, Finance
NFC Investments March 2015 - Present
Wellspring Management, LLC May 2011 - February 2015
Goldman Sachs January 2008 - May 2011
Morgan Keegan August 2007 - December 2007
Hawkshaw Capital Management April 2007 - August 2007
Merrill Lynch August 2006 - May 2007
Skills
Financial Modeling, Valuation, Equity Derivatives, Investment Banking, Private Equity, Corporate Finance, Bloomberg, Equities, Portfolio Management, Due Diligence, Investments, Capital Markets, Financial Analysis, Hedge Funds, Fixed Income, Asset Management, Equity Research
Education
The University of Memphis 2004 — 2007
Bachelor of Business Administration, Finance
Lisa Marie Kuhl Lisa Marie Kuhl's Morgan Keegan Experience September 2008 - April 2012
Job Supervisor, Memphis Technology Service Center
Industry Information Technology and Services
Experience
Raymond James Financial Inc. May 2012 - Present
Morgan Keegan September 2008 - April 2012
Transportation Specialists, Inc. 2004 - 2008
Morgan Keegan 2003 - 2004
US Army 2002 - 2003
US Army 1998 - 2002
Skills
Customer Service, Teamwork, Microsoft Office 2007, Microsoft Office 2010, Active Directory, SharePoint, Footprints, iPhone, Blackberry, Thomson One, Microsoft Dynamics CRM, Citrix, Kofax, Dameware, Numara Footprints, Lync, Troubleshooting, Windows 7, Office 2010, Microsoft CRM, VPN, Help Desk Support, Windows XP, DNS, Microsoft Exchange, Powershell, Thompson One, XP, DHCP, Servers, Computer Hardware, Group Policy, VMware, Antivirus, Blackberry Enterprise..., Windows XP Pro, Visio, Disaster Recovery, Technical Support, Remote Desktop, VMware ESX
Education
The University of Memphis 2004 — 2007
Bachelor of Arts, Broadcast and Electronic Media
Houston High School 1993 — 1997
Raymond James Financial Inc. May 2012 - Present
Morgan Keegan September 2008 - April 2012
Transportation Specialists, Inc. 2004 - 2008
Morgan Keegan 2003 - 2004
US Army 2002 - 2003
US Army 1998 - 2002
Skills
Customer Service, Teamwork, Microsoft Office 2007, Microsoft Office 2010, Active Directory, SharePoint, Footprints, iPhone, Blackberry, Thomson One, Microsoft Dynamics CRM, Citrix, Kofax, Dameware, Numara Footprints, Lync, Troubleshooting, Windows 7, Office 2010, Microsoft CRM, VPN, Help Desk Support, Windows XP, DNS, Microsoft Exchange, Powershell, Thompson One, XP, DHCP, Servers, Computer Hardware, Group Policy, VMware, Antivirus, Blackberry Enterprise..., Windows XP Pro, Visio, Disaster Recovery, Technical Support, Remote Desktop, VMware ESX
Education
The University of Memphis 2004 — 2007
Bachelor of Arts, Broadcast and Electronic Media
Houston High School 1993 — 1997
Garrett Story Garrett Story's Morgan Keegan Experience August 2009 - December 2009
Job Auditor at FedEx Services
Industry Information Technology and Services
Experience
FedEx Services July 2011 - Present
Morgan Keegan August 2009 - December 2009
Shoemaker Financial March 2009 - August 2009
Edward Jones January 2008 - October 2008
Memphis Motorsports Park 2006 - 2008
Skills
Auditing, MIS, Audit, IT Audit, Finance, Management, Process Improvement, Financial Analysis, Internal Audit, Financial Reporting, Access, Accounting, Budgets, Business Analysis, Teamwork, Microsoft Office
Education
The University of Memphis 2010 — 2011
MSBA, Management Information Systems
The University of Memphis 2001 — 2006
B.A., Sports Management
FedEx Services July 2011 - Present
Morgan Keegan August 2009 - December 2009
Shoemaker Financial March 2009 - August 2009
Edward Jones January 2008 - October 2008
Memphis Motorsports Park 2006 - 2008
Skills
Auditing, MIS, Audit, IT Audit, Finance, Management, Process Improvement, Financial Analysis, Internal Audit, Financial Reporting, Access, Accounting, Budgets, Business Analysis, Teamwork, Microsoft Office
Education
The University of Memphis 2010 — 2011
MSBA, Management Information Systems
The University of Memphis 2001 — 2006
B.A., Sports Management
Murray Pap Roark Murray Pap Roark's Morgan Keegan Experience September 2003 - July 2012
Job Texas Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities July 2012 - Present
Morgan Keegan September 2003 - July 2012
R.W. Baird April 2001 - August 2003
Dain Rausher August 1993 - April 2001
Skills
Financial Services
Education
Texas Tech University
Bachelor of Science (BS), Agricultural Economics
The Securities Industry Institute - The Wharton School/SIFMA
Wunderlich Securities July 2012 - Present
Morgan Keegan September 2003 - July 2012
R.W. Baird April 2001 - August 2003
Dain Rausher August 1993 - April 2001
Skills
Financial Services
Education
Texas Tech University
Bachelor of Science (BS), Agricultural Economics
The Securities Industry Institute - The Wharton School/SIFMA
James D. Loftin, CFP®, RFC James D. Loftin, CFP®, RFC's Morgan Keegan Experience March 2002 - December 2004
Job CoOwner, GER LOFTIN Wealth Advisors, LLC
Industry Financial Services
Experience
GER LOFTIN Wealth Advisors, LLC January 2010 - Present
US Air Force January 2000 - January 2008
Morgan Keegan March 2002 - December 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Personal Finance, Securities, Wealth, Insurance, Finance, Investment Strategies, Retirement Planning, Investment Management, Series 7, Asset Managment, Mutual Funds, Small Business, Asset Protection, Retirement, Wealth Management, Financial Planning, FINRA, Life Insurance, Alternative Investments, Bonds, Risk Management
Education
University of North Georgia 1999 — 2004
B.S., Business Management
The University of Georgia
GER LOFTIN Wealth Advisors, LLC January 2010 - Present
US Air Force January 2000 - January 2008
Morgan Keegan March 2002 - December 2004
Skills
Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Personal Finance, Securities, Wealth, Insurance, Finance, Investment Strategies, Retirement Planning, Investment Management, Series 7, Asset Managment, Mutual Funds, Small Business, Asset Protection, Retirement, Wealth Management, Financial Planning, FINRA, Life Insurance, Alternative Investments, Bonds, Risk Management
Education
University of North Georgia 1999 — 2004
B.S., Business Management
The University of Georgia
Clancy Cashion Clancy Cashion's Morgan Keegan Experience 2006 - 2008
Job Senior Product Manager at Beckman Coulter
Industry Medical Devices
Experience
Danaher Corporation August 2014 - Present
Collins Willmott & Co. January 2010 - July 2014
Danaher June 2013 - August 2013
Blount March 2011 - June 2012
Blount January 2010 - March 2011
Collins Willmott & Co. July 2008 - December 2009
Morgan Keegan 2006 - 2008
Skills
Financial Analysis, Mergers, Strategic Planning, Competitive Analysis, Forecasting, Market Research, Corporate Development, Business Strategy, Financial Modeling, Financial Reporting, Project Management, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
Business, Finance, Marketing
Danaher Corporation August 2014 - Present
Collins Willmott & Co. January 2010 - July 2014
Danaher June 2013 - August 2013
Blount March 2011 - June 2012
Blount January 2010 - March 2011
Collins Willmott & Co. July 2008 - December 2009
Morgan Keegan 2006 - 2008
Skills
Financial Analysis, Mergers, Strategic Planning, Competitive Analysis, Forecasting, Market Research, Corporate Development, Business Strategy, Financial Modeling, Financial Reporting, Project Management, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2002 — 2006
Business, Finance, Marketing
Ed Ferguson Ed Ferguson's Morgan Keegan Experience February 1994 - February 2013
Job Managing Director at Raymond James
Industry Investment Management
Experience
Raymond James February 2013 - Present
Morgan Keegan February 1994 - February 2013
Skills
Management
Education
The University of Georgia 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Athens Academy
Raymond James February 2013 - Present
Morgan Keegan February 1994 - February 2013
Skills
Management
Education
The University of Georgia 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Athens Academy
William Slaton's Morgan Keegan Experience May 2011 - August 2011
Job Analyst at Turner Broadcasting System, Inc.
Industry Broadcast Media
Experience
Turner Broadcasting System, Inc. April 2013 - Present
USG June 2012 - April 2013
Merrill Lynch January 2012 - May 2012
Morgan Keegan May 2011 - August 2011
Skills
Financial Modeling, Analysis, Statistics, Data Analysis, Valuation, Due Diligence, Forecasting, Risk Management, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Financial Reporting, Accounting
Education
The Citadel 2008 — 2012
B.S., Business Administration, Finance
Dunwoody High School 2004 — 2008
Turner Broadcasting System, Inc. April 2013 - Present
USG June 2012 - April 2013
Merrill Lynch January 2012 - May 2012
Morgan Keegan May 2011 - August 2011
Skills
Financial Modeling, Analysis, Statistics, Data Analysis, Valuation, Due Diligence, Forecasting, Risk Management, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Financial Reporting, Accounting
Education
The Citadel 2008 — 2012
B.S., Business Administration, Finance
Dunwoody High School 2004 — 2008
Jay Gadberry Jay Gadberry's Morgan Keegan Experience January 1987 - January 2001
Job President Gadberry Financial Group
Industry Investment Management
Experience
Gadberry Financial April 2010 - Present
Morgan Stanley January 2001 - March 2010
Morgan Keegan January 1987 - January 2001
Skills
Managing Accounts, Investment Advisory, CPA, Certified Investment..., Series 7, Series 63, Series 24, Series 65, Life/Disability..., Investments, Portfolio Management, Finance, Financial Advisory, Strategic Planning, Management, Securities, Customer Service, Investment Management, Public Speaking, Venture Capital, Alternative Investments, Marketing, Asset Management, Wealth Management..., Retirement Planning, Hedge Funds, Strategic Financial..., Insurance, Fixed Annuities, 401k, Team Building, Equities, Financial Planners, Wealth, Wealth Management, Asset Allocation, Bloomberg, Retirement, Estate Planning, FINRA, Mutual Funds, Fixed Income, Investment Strategies, Private Equity
Education
University of Chicago Graduate School of Business 2006 — 2006
Senior Consultant Program
Wharton School, University of Pennsylvania 2005 — 2005
Senior Consultant Program ICS
University of Arkansas at Fayetteville 1980 — 1984
BSBA, Accounting/Finance and Financial Management Services
Gadberry Financial April 2010 - Present
Morgan Stanley January 2001 - March 2010
Morgan Keegan January 1987 - January 2001
Skills
Managing Accounts, Investment Advisory, CPA, Certified Investment..., Series 7, Series 63, Series 24, Series 65, Life/Disability..., Investments, Portfolio Management, Finance, Financial Advisory, Strategic Planning, Management, Securities, Customer Service, Investment Management, Public Speaking, Venture Capital, Alternative Investments, Marketing, Asset Management, Wealth Management..., Retirement Planning, Hedge Funds, Strategic Financial..., Insurance, Fixed Annuities, 401k, Team Building, Equities, Financial Planners, Wealth, Wealth Management, Asset Allocation, Bloomberg, Retirement, Estate Planning, FINRA, Mutual Funds, Fixed Income, Investment Strategies, Private Equity
Education
University of Chicago Graduate School of Business 2006 — 2006
Senior Consultant Program
Wharton School, University of Pennsylvania 2005 — 2005
Senior Consultant Program ICS
University of Arkansas at Fayetteville 1980 — 1984
BSBA, Accounting/Finance and Financial Management Services
Bob McCommon's Morgan Keegan Experience November 1999 - February 2004
Job Sr VP; Dir Annuity Sales & Opns at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2012 - Present
InSource February 2011 - September 2012
Allstate July 2009 - May 2011
Lincoln Financial Distributors August 2008 - December 2008
AIG SunAmerica September 2006 - July 2008
Genworth Financial March 2004 - September 2006
Morgan Keegan November 1999 - February 2004
PFIC Securities October 1997 - October 1999
Skills
Fixed Annuities, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Series 24, Investments, Wealth Management, Series 65, 401k, Separately Managed..., Insurance, Strategic Financial..., IRAs, Long-term Care, Uniform Combined State..., Financial Advisory, Variable Annuities
Education
The University of Memphis 1991 — 1994
MBA, Marketing
The University of Memphis 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Wunderlich Securities September 2012 - Present
InSource February 2011 - September 2012
Allstate July 2009 - May 2011
Lincoln Financial Distributors August 2008 - December 2008
AIG SunAmerica September 2006 - July 2008
Genworth Financial March 2004 - September 2006
Morgan Keegan November 1999 - February 2004
PFIC Securities October 1997 - October 1999
Skills
Fixed Annuities, Series 63, Series 7, Mutual Funds, Series 6, Retirement Planning, Retirement, Series 24, Investments, Wealth Management, Series 65, 401k, Separately Managed..., Insurance, Strategic Financial..., IRAs, Long-term Care, Uniform Combined State..., Financial Advisory, Variable Annuities
Education
The University of Memphis 1991 — 1994
MBA, Marketing
The University of Memphis 1983 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Sligh Matthew Sligh's Morgan Keegan Experience January 2000 - April 2010
Job Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities June 2011 - Present
SIFMA Securities Industry Institute May 2010 - Present
Sterne Agee April 2010 - March 2011
Morgan Keegan January 2000 - April 2010
Skills
Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Retirement Planning, Coaching, New Business Development, Marketing, Training, Investment Management, Personal Development, Executive Education
Education
The University of Georgia 1987 — 1992
BA, English
The University of Georgia 1987 — 1992
Bachelor of Arts (B.A.), english
Wunderlich Securities June 2011 - Present
SIFMA Securities Industry Institute May 2010 - Present
Sterne Agee April 2010 - March 2011
Morgan Keegan January 2000 - April 2010
Skills
Wealth Management, Series 7, Strategic Financial..., Mutual Funds, Retirement Planning, Coaching, New Business Development, Marketing, Training, Investment Management, Personal Development, Executive Education
Education
The University of Georgia 1987 — 1992
BA, English
The University of Georgia 1987 — 1992
Bachelor of Arts (B.A.), english
Dina Golas Dina Golas's Morgan Keegan Experience May 2008 - April 2012
Job Director at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Robert W. Baird & Co. May 2012 - Present
Morgan Keegan May 2008 - April 2012
JPMorgan July 1996 - May 2008
Lehman Brothers 1993 - 1996
Skills
Equity Research, Equities, Series 63, Investment Banking, Fixed Income, Series 24, Equity Capital Markets, Capital Markets, Hedge Funds, Equity Valuation, Equity Trading, Trading Systems, Bonds, Options, Valuation, Securities, Series 7, Series 8
Education
The University of Connecticut School of Business 1990 — 1993
MBA
Union College 1985 — 1989
Bachelor of Science (B.S.), Economics
Krishna Kulkarni's Morgan Keegan Experience May 2006 - August 2006
Job Marketing and Sales Manager at Cash Liquidations, Inc.
Industry Retail
Experience
Cash Liquidations, Inc. January 2014 - Present
Cash Liquidations, Inc. June 2013 - Present
PepsiCo - Pepsi Beverages Company June 2012 - June 2013
UPS January 2012 - June 2012
Fincher's Barbeque December 2006 - December 2011
Macy's June 2011 - August 2011
Jim Shaw's Seafood Restaurant May 2004 - August 2008
Morgan Keegan May 2006 - August 2006
Skills
PowerPoint, Microsoft Office, Word, Excel, Digital Asset Management, Customer Service, Teamwork, Sales, Event Planning, Inventory Management, Customer Satisfaction, Merchandising, Retail, Sponsorship, Visual Merchandising, Account Management, Market Research, Team Building, Social Media Marketing, Marketing Communications, Marketing Strategy, Management, Sales Management, Facebook, Brand Management, CRM, Strategy, Microsoft Excel
Education
The University of Georgia 2008 — 2012
BBA, Marketing, Consumer Economics
Cash Liquidations, Inc. January 2014 - Present
Cash Liquidations, Inc. June 2013 - Present
PepsiCo - Pepsi Beverages Company June 2012 - June 2013
UPS January 2012 - June 2012
Fincher's Barbeque December 2006 - December 2011
Macy's June 2011 - August 2011
Jim Shaw's Seafood Restaurant May 2004 - August 2008
Morgan Keegan May 2006 - August 2006
Skills
PowerPoint, Microsoft Office, Word, Excel, Digital Asset Management, Customer Service, Teamwork, Sales, Event Planning, Inventory Management, Customer Satisfaction, Merchandising, Retail, Sponsorship, Visual Merchandising, Account Management, Market Research, Team Building, Social Media Marketing, Marketing Communications, Marketing Strategy, Management, Sales Management, Facebook, Brand Management, CRM, Strategy, Microsoft Excel
Education
The University of Georgia 2008 — 2012
BBA, Marketing, Consumer Economics
Frank Phillips Frank Phillips's Morgan Keegan Experience August 2006 - February 2013
Job Financial Professional Seeking Career Opportunities
Industry Financial Services
Experience
Morgan Keegan August 2006 - February 2013
Raymond James Financial Inc. January 2011 - February 2012
Skills
Financial Analysis, Investments, Strategic Planning, Negotiation, Finance, Portfolio Management, Financial Modeling, Bloomberg, Public Speaking, Microsoft Excel
Education
The Citadel 2013 — 2015
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 2000 — 2005
Bachelor's degree, Double Major: Logistics & Marketing
Morgan Keegan August 2006 - February 2013
Raymond James Financial Inc. January 2011 - February 2012
Skills
Financial Analysis, Investments, Strategic Planning, Negotiation, Finance, Portfolio Management, Financial Modeling, Bloomberg, Public Speaking, Microsoft Excel
Education
The Citadel 2013 — 2015
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 2000 — 2005
Bachelor's degree, Double Major: Logistics & Marketing
Damon Burns's Morgan Keegan Experience August 2007 - June 2013
Job CEO at Munivestor
Industry Financial Services
Experience
Munivestor July 2013 - Present
Morgan Keegan August 2007 - June 2013
Louisiana Economic Development January 2007 - August 2007
Comerica Bank January 2006 - December 2006
Skills
Capital Markets, Corporate Finance, Credit, Loans, Financial Analysis
Education
University of New Orleans 2004 — 2005
MBA, Finance
Texas Southern University 2001 — 2004
B.S., Marketing
Munivestor July 2013 - Present
Morgan Keegan August 2007 - June 2013
Louisiana Economic Development January 2007 - August 2007
Comerica Bank January 2006 - December 2006
Skills
Capital Markets, Corporate Finance, Credit, Loans, Financial Analysis
Education
University of New Orleans 2004 — 2005
MBA, Finance
Texas Southern University 2001 — 2004
B.S., Marketing
Matt Amos's Morgan Keegan Experience March 2008 - September 2008
Job Senior System Engineer at KSH Solutions, Inc.
Industry Information Technology and Services
Experience
KSH Solutions, Inc. December 2014 - Present
Lifesigns January 2011 - December 2014
inventiv software September 2008 - December 2010
Morgan Keegan March 2008 - September 2008
Skills
Windows Server, VPN, Citrix, XP, Networking, Hardware, VMware, Active Directory, Servers, DNS, Microsoft Exchange, Windows 7, Network Administration, SAN, Dell PowerEdge Servers, Virtualization, Remote Desktop, Help Desk Support, Software Installation, Storage, Computer Hardware, Troubleshooting, System Administration, Disaster Recovery, Routers, SharePoint, VoIP, DHCP, VMware ESX, Backup Exec, vSphere, IIS, Hyper-V
Education
The University of Memphis 2001 — 2005
BBA, Mgmt Info Systems
KSH Solutions, Inc. December 2014 - Present
Lifesigns January 2011 - December 2014
inventiv software September 2008 - December 2010
Morgan Keegan March 2008 - September 2008
Skills
Windows Server, VPN, Citrix, XP, Networking, Hardware, VMware, Active Directory, Servers, DNS, Microsoft Exchange, Windows 7, Network Administration, SAN, Dell PowerEdge Servers, Virtualization, Remote Desktop, Help Desk Support, Software Installation, Storage, Computer Hardware, Troubleshooting, System Administration, Disaster Recovery, Routers, SharePoint, VoIP, DHCP, VMware ESX, Backup Exec, vSphere, IIS, Hyper-V
Education
The University of Memphis 2001 — 2005
BBA, Mgmt Info Systems
Corrie Scoby Corrie Scoby's Morgan Keegan Experience September 2007 - October 2010
Job Director of Operations & Compliance
Industry Financial Services
Experience
Financial Resource Management December 2011 - Present
Arete Wealth Management December 2011 - Present
Morgan Keegan September 2007 - October 2010
Wunderlich Securities September 2004 - August 2007
NBC Capital Markets December 2001 - September 2004
Skills
Securities Regulation, Series 24, Securities, Investment Advisory, Uniform Combined State..., Investment Banking, Options, Financial Services, Broker-Dealer, Series 63, FINRA, Series 7, Alternative Investments, Mutual Funds, Series 65, Trading, Management, Equities, Investments, Capital Markets
Education
The University of Memphis 1999 — 2001
BBA, Business & Management Informaiton Systems
Battle Ground Academy High School
Financial Resource Management December 2011 - Present
Arete Wealth Management December 2011 - Present
Morgan Keegan September 2007 - October 2010
Wunderlich Securities September 2004 - August 2007
NBC Capital Markets December 2001 - September 2004
Skills
Securities Regulation, Series 24, Securities, Investment Advisory, Uniform Combined State..., Investment Banking, Options, Financial Services, Broker-Dealer, Series 63, FINRA, Series 7, Alternative Investments, Mutual Funds, Series 65, Trading, Management, Equities, Investments, Capital Markets
Education
The University of Memphis 1999 — 2001
BBA, Business & Management Informaiton Systems
Battle Ground Academy High School
Max Del Real Max Del Real's Morgan Keegan Experience December 2011 - May 2012
Job Client Partner, Mobile at Facebook
Industry Marketing and Advertising
Experience
Facebook September 2014 - Present
AdColony May 2013 - September 2014
Applico July 2012 - April 2013
Morgan Keegan December 2011 - May 2012
Grove House, Stanford University September 2010 - June 2011
Wedbush Securities June 2010 - September 2010
Atlantic City Federal Credit Union June 2009 - September 2009
Skills
Financial Modeling, Business Strategy, Microsoft Excel, Research, Analytics, PowerPoint, Business Development, Mobile Advertising, Project Management, Data Analysis, Facebook, New Business Development, Strategy, Ad Networks, Entrepreneurship
Education
Stanford University 2011 — 2012
Master of Science (MS), Management Science and Engineering
Stanford University 2007 — 2011
Bachelor of Science (BS), Management Science and Engineering
Facebook September 2014 - Present
AdColony May 2013 - September 2014
Applico July 2012 - April 2013
Morgan Keegan December 2011 - May 2012
Grove House, Stanford University September 2010 - June 2011
Wedbush Securities June 2010 - September 2010
Atlantic City Federal Credit Union June 2009 - September 2009
Skills
Financial Modeling, Business Strategy, Microsoft Excel, Research, Analytics, PowerPoint, Business Development, Mobile Advertising, Project Management, Data Analysis, Facebook, New Business Development, Strategy, Ad Networks, Entrepreneurship
Education
Stanford University 2011 — 2012
Master of Science (MS), Management Science and Engineering
Stanford University 2007 — 2011
Bachelor of Science (BS), Management Science and Engineering
Ashleigh McAlpin's Morgan Keegan Experience November 2009 - March 2011
Job Project Manager at Millstone Medical Outsourcing
Industry Medical Devices
Experience
Millstone Medical Outsourcing April 2011 - Present
Morgan Keegan November 2009 - March 2011
Morgan Keegan January 2008 - November 2009
Morgan Keegan January 2007 - January 2008
Skills
Program Management, Medical Devices, ISO 13485, FDA, Cross-functional Team..., Series 7, CAPA, Design Control, V&V, Quality System, Six Sigma, Validation, FMEA, ISO, Product Launch, Process Improvement
Education
The University of Memphis 2001 — 2006
B.S.Ed, Sport and Leisure Management
Millstone Medical Outsourcing April 2011 - Present
Morgan Keegan November 2009 - March 2011
Morgan Keegan January 2008 - November 2009
Morgan Keegan January 2007 - January 2008
Skills
Program Management, Medical Devices, ISO 13485, FDA, Cross-functional Team..., Series 7, CAPA, Design Control, V&V, Quality System, Six Sigma, Validation, FMEA, ISO, Product Launch, Process Improvement
Education
The University of Memphis 2001 — 2006
B.S.Ed, Sport and Leisure Management
Joshua Perona Joshua Perona's Morgan Keegan Experience May 2008 - October 2008
Job Learning Management Software Specialist
Industry Telecommunications
Experience
Schoology December 2014 - Present
Historic Rock Castle of Hendersonville April 2012 - Present
TriStar DC May 2007 - November 2014
Nashville Area Junior Chamber of Commerce June 2007 - November 2010
Morgan Keegan May 2008 - October 2008
Skills
Video Conferencing, Training, Social Media Marketing, Sales, Consulting, Competitive Analysis, Business Development, New Business Development, Team Leadership, Strategic Planning, Strategic Partnerships, Credit Analysis, Teacher Training, Audio Visual Integration, Digital Video, Investments, Budgets, Direct Sales, Web Video, Interactive Whiteboard, Smartboard, Digital Marketing, SaaS, Collaboration Solutions, HD Video, Instructor-led Training, Control Systems Design, Audio Visual System..., Team Building, Conference Rooms, Public Speaking, Command & Control, LifeSize Video..., Learning Management..., Instructional...
Education
Tennessee Technological University - College of Business Administration 2003 — 2007
BA, Finance
Schoology December 2014 - Present
Historic Rock Castle of Hendersonville April 2012 - Present
TriStar DC May 2007 - November 2014
Nashville Area Junior Chamber of Commerce June 2007 - November 2010
Morgan Keegan May 2008 - October 2008
Skills
Video Conferencing, Training, Social Media Marketing, Sales, Consulting, Competitive Analysis, Business Development, New Business Development, Team Leadership, Strategic Planning, Strategic Partnerships, Credit Analysis, Teacher Training, Audio Visual Integration, Digital Video, Investments, Budgets, Direct Sales, Web Video, Interactive Whiteboard, Smartboard, Digital Marketing, SaaS, Collaboration Solutions, HD Video, Instructor-led Training, Control Systems Design, Audio Visual System..., Team Building, Conference Rooms, Public Speaking, Command & Control, LifeSize Video..., Learning Management..., Instructional...
Education
Tennessee Technological University - College of Business Administration 2003 — 2007
BA, Finance
Lauren Sekerke, CFA Lauren Sekerke, CFA's Morgan Keegan Experience July 2010 - February 2013
Job Director of Investments at Revolution Partners, LLC
Industry Investment Management
Experience
Revolution Partners, LLC February 2015 - Present
Dimensional Fund Advisors July 2013 - February 2015
Morgan Keegan July 2010 - February 2013
Morgan Keegan & Co., Inc. March 2007 - April 2011
Morgan Keegan & Co., Inc. February 2006 - March 2007
Legg Mason Wood Walker, Inc May 2005 - August 2005
Skills
Mutual Funds, Investments, Series 7, Due Diligence, Morningstar, Asset Allocation, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA)
Lehigh University 2003 — 2006
B.S
Revolution Partners, LLC February 2015 - Present
Dimensional Fund Advisors July 2013 - February 2015
Morgan Keegan July 2010 - February 2013
Morgan Keegan & Co., Inc. March 2007 - April 2011
Morgan Keegan & Co., Inc. February 2006 - March 2007
Legg Mason Wood Walker, Inc May 2005 - August 2005
Skills
Mutual Funds, Investments, Series 7, Due Diligence, Morningstar, Asset Allocation, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA)
Lehigh University 2003 — 2006
B.S
Beth Knight Beth Knight's Morgan Keegan Experience August 1998 - August 2004
Job Certified Financial Planner at First Tennessee Bank
Industry Financial Services
Experience
First Tennessee Bank September 2004 - Present
Morgan Keegan August 1998 - August 2004
Education
The University of Memphis 2003 — 2008
First Tennessee Bank September 2004 - Present
Morgan Keegan August 1998 - August 2004
Education
The University of Memphis 2003 — 2008
Alena McKinnon's Morgan Keegan Experience December 1996 - February 2011
Job Technical Systems Consultant at University of Memphis
Industry Information Technology and Services
Experience
University of Memphis March 2012 - Present
Soothing Hands June 2003 - Present
Morgan Keegan December 1996 - February 2011
International Paper 2011 - 2011
The Peyton Company Realtors 2008 - 2010
MCI 1995 - 1996
Skills
Troubleshooting, Networking, Software Documentation, Computer Hardware, Windows, Microsoft Office, Active Directory, Access, SharePoint, Customer Service, Windows Server, Technical Support, Process Improvement, Visio, Research, Disaster Recovery, Leadership, Team Leadership, Help Desk Support, Outlook, Project Management, Administration, Windows XP, Social Media, Team Building, Social Networking, Public Speaking, Security, Software Packaging, Servers, Lotus Notes, Microsoft Excel, Microsoft Word, Healthcare, PowerPoint, Wellness, VMware Workstation, SCCM, Mobile Devices, Mobile Applications, Real Estate, Word, Problem Solving, Excel, Writing, Customer Relations, Health, Tablet PC, Audio Engineering
Education
Tenness School of Massage 2001 — 2003
LMT, Massage Therapy
University of Mississippi - School of Business Administration 1987 — 1991
Bachelor of Arts, Management, Marketing
The University of Memphis
University of Memphis March 2012 - Present
Soothing Hands June 2003 - Present
Morgan Keegan December 1996 - February 2011
International Paper 2011 - 2011
The Peyton Company Realtors 2008 - 2010
MCI 1995 - 1996
Skills
Troubleshooting, Networking, Software Documentation, Computer Hardware, Windows, Microsoft Office, Active Directory, Access, SharePoint, Customer Service, Windows Server, Technical Support, Process Improvement, Visio, Research, Disaster Recovery, Leadership, Team Leadership, Help Desk Support, Outlook, Project Management, Administration, Windows XP, Social Media, Team Building, Social Networking, Public Speaking, Security, Software Packaging, Servers, Lotus Notes, Microsoft Excel, Microsoft Word, Healthcare, PowerPoint, Wellness, VMware Workstation, SCCM, Mobile Devices, Mobile Applications, Real Estate, Word, Problem Solving, Excel, Writing, Customer Relations, Health, Tablet PC, Audio Engineering
Education
Tenness School of Massage 2001 — 2003
LMT, Massage Therapy
University of Mississippi - School of Business Administration 1987 — 1991
Bachelor of Arts, Management, Marketing
The University of Memphis
Wesley E. Robertson Wesley E. Robertson's Morgan Keegan Experience July 2009 - July 2009
Job Mortgage Underwriter at Evolve Bank and Trust
Industry Banking
Experience
Evolve Bank and Trust September 2015 - Present
Evolve Bank and Trust July 2012 - August 2015
College of Business: Institute for Leadership Advancement August 2010 - May 2012
Sigma Phi Epsilon November 2009 - November 2010
Morgan Keegan & Company, Inc June 2010 - August 2010
Valu Merchandiser May 2009 - August 2009
Morgan Keegan July 2009 - July 2009
Prairie Life Fitness Center May 2007 - August 2007
Skills
eFolio software, Excel, Bloomberg Terminal, Leadership, Finance, Accounting, Budgets, Investments, Management, Risk Management, Financial Analysis, Bloomberg, Time Management, Customer Service, Fixed Income, Microsoft Excel, Software, Mortgage Lending, Sales, Loans, Credit Analysis, Banking, Mortgage Banking, VA loans, USDA, Residential Mortgages, Capital Markets, FHA, Credit Risk, Sales Management, Mortgage Underwriting, Refinance
Education
The University of Georgia 2008 — 2012
Banking and Finance, Business
Briarcrest Christian High School 2004 — 2008
Evolve Bank and Trust September 2015 - Present
Evolve Bank and Trust July 2012 - August 2015
College of Business: Institute for Leadership Advancement August 2010 - May 2012
Sigma Phi Epsilon November 2009 - November 2010
Morgan Keegan & Company, Inc June 2010 - August 2010
Valu Merchandiser May 2009 - August 2009
Morgan Keegan July 2009 - July 2009
Prairie Life Fitness Center May 2007 - August 2007
Skills
eFolio software, Excel, Bloomberg Terminal, Leadership, Finance, Accounting, Budgets, Investments, Management, Risk Management, Financial Analysis, Bloomberg, Time Management, Customer Service, Fixed Income, Microsoft Excel, Software, Mortgage Lending, Sales, Loans, Credit Analysis, Banking, Mortgage Banking, VA loans, USDA, Residential Mortgages, Capital Markets, FHA, Credit Risk, Sales Management, Mortgage Underwriting, Refinance
Education
The University of Georgia 2008 — 2012
Banking and Finance, Business
Briarcrest Christian High School 2004 — 2008
Jeff Hammond's Morgan Keegan Experience November 2010 - December 2011
Job Logistics Coordinator at ReTrans, Inc.
Industry Logistics and Supply Chain
Experience
ReTrans, Inc. June 2015 - Present
Armstrong Relocation October 2014 - June 2015
Armstrong Relocation July 2013 - October 2014
Raymond James Financial Inc. February 2013 - July 2013
Raymond James & Associates, Inc December 2011 - February 2013
Morgan Keegan November 2010 - December 2011
Skills
Securities Lending, Credit Analysis, Money Transfers, Margin, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SIS, Problem Solving, Multi Tasking, Logistics, Strategic Financial..., Accounts Receivable, Series 63, Contract Negotiation, Leadership, Sales, Negotiation, Account Management, Sales Management, Team Building, Process Improvement, Management, Marketing, Operations Management, Strategic Planning
Education
The University of Memphis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
The University of Memphis
ReTrans, Inc. June 2015 - Present
Armstrong Relocation October 2014 - June 2015
Armstrong Relocation July 2013 - October 2014
Raymond James Financial Inc. February 2013 - July 2013
Raymond James & Associates, Inc December 2011 - February 2013
Morgan Keegan November 2010 - December 2011
Skills
Securities Lending, Credit Analysis, Money Transfers, Margin, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, SIS, Problem Solving, Multi Tasking, Logistics, Strategic Financial..., Accounts Receivable, Series 63, Contract Negotiation, Leadership, Sales, Negotiation, Account Management, Sales Management, Team Building, Process Improvement, Management, Marketing, Operations Management, Strategic Planning
Education
The University of Memphis 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
The University of Memphis
Candice Baxter Candice Baxter's Morgan Keegan Experience July 2003 - January 2006
Job Event Coordinator, Adjunct Instructor
Industry Writing and Editing
Experience
L'Ecole Culinaire - Memphis February 2011 - Present
www.candicebaxterwrites.com August 2008 - Present
University of Memphis August 2006 - January 2008
Morgan Keegan July 2003 - January 2006
Skills
Hospitality, Food & Beverage, Hospitality Management, Catering, Event Management, Hospitality Industry, Event Planning, Restaurants, Customer Service, Social Media
Education
The University of Memphis 2006 — 2008
Master of Fine Arts (MFA), Creative Writing
L'Ecole Culinaire - Memphis February 2011 - Present
www.candicebaxterwrites.com August 2008 - Present
University of Memphis August 2006 - January 2008
Morgan Keegan July 2003 - January 2006
Skills
Hospitality, Food & Beverage, Hospitality Management, Catering, Event Management, Hospitality Industry, Event Planning, Restaurants, Customer Service, Social Media
Education
The University of Memphis 2006 — 2008
Master of Fine Arts (MFA), Creative Writing
Bret Feingerts Bret Feingerts's Morgan Keegan Experience July 2008 - December 2008
Job Credit Trader at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Grace Trading April 2009 - April 2011
Morgan Keegan July 2008 - December 2008
Skills
Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Economics, Accounting
Vanderbilt University 2004 — 2008
BA, Economics, Mathematics
Isidore Newman School 2000 — 2004
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Grace Trading April 2009 - April 2011
Morgan Keegan July 2008 - December 2008
Skills
Financial Modeling
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Economics, Accounting
Vanderbilt University 2004 — 2008
BA, Economics, Mathematics
Isidore Newman School 2000 — 2004
Hank Biddle Hank Biddle's Morgan Keegan Experience May 2011 - June 2011
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
Morgan Keegan May 2011 - June 2011
Rep. Dan Branch’s Office August 2007 - December 2007
Skills
Portfolio Management, Options, Commodity, Analysis, Bonds, Management, Equities, Series 7, Fixed Income, Alternative Investments, Corporate Finance, Series 63
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Bachelor of Business Administration, Finance – Investment Emphasis and Business Economics
Highland Park High School 2004 — 2008
J.P. Morgan September 2012 - Present
Morgan Keegan May 2011 - June 2011
Rep. Dan Branch’s Office August 2007 - December 2007
Skills
Portfolio Management, Options, Commodity, Analysis, Bonds, Management, Equities, Series 7, Fixed Income, Alternative Investments, Corporate Finance, Series 63
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Bachelor of Business Administration, Finance – Investment Emphasis and Business Economics
Highland Park High School 2004 — 2008
Andrew L. Laws Andrew L. Laws's Morgan Keegan Experience July 2002 - July 2004
Job Managing Director at Huron Consulting Group
Industry Higher Education
Experience
Huron Consulting Group January 2013 - Present
Huron Consulting Group December 2011 - December 2012
Huron Consulting Group January 2009 - December 2011
Huron Consulting Group July 2007 - December 2008
Huron Consulting Group May 2006 - June 2008
Morgan Keegan July 2002 - July 2004
Wachovia Securities, LLC June 2000 - June 2002
Skills
Higher Education, Performance Improvement, Consulting, Financial Analysis, Analysis, Business Process, Business Process..., Business Process..., Career Counseling, Cross-functional Team..., Economics, Finance, Financial Modeling, Leadership, Management, Management Consulting, Marketing
Education
Vanderbilt University 2008 — 2012
Doctor of Education (EdD), Higher Education/Higher Education Administration
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
University of Mississippi 1996 — 2000
Bachelor of Business Administration (BBA), Managerial Finance
Huron Consulting Group January 2013 - Present
Huron Consulting Group December 2011 - December 2012
Huron Consulting Group January 2009 - December 2011
Huron Consulting Group July 2007 - December 2008
Huron Consulting Group May 2006 - June 2008
Morgan Keegan July 2002 - July 2004
Wachovia Securities, LLC June 2000 - June 2002
Skills
Higher Education, Performance Improvement, Consulting, Financial Analysis, Analysis, Business Process, Business Process..., Business Process..., Career Counseling, Cross-functional Team..., Economics, Finance, Financial Modeling, Leadership, Management, Management Consulting, Marketing
Education
Vanderbilt University 2008 — 2012
Doctor of Education (EdD), Higher Education/Higher Education Administration
The University of Chicago - Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
University of Mississippi 1996 — 2000
Bachelor of Business Administration (BBA), Managerial Finance
Don Raymond Brewington Jr. CLU Don Raymond Brewington Jr. CLU's Morgan Keegan Experience October 2000 - January 2004
Job CEO & Founder/ Financial Planner at Brewington Capital LLC
Industry Financial Services
Experience
Brewington Capital LLC February 2014 - Present
Northwestern Mutual August 2010 - February 2014
Liberty Partners Financial March 2009 - July 2010
Region Morgan Keegan Brokerage January 2004 - March 2009
Morgan Keegan October 2000 - January 2004
Smith Barney July 1987 - October 2000
Education
The American College 2011 — 2013
CFP,CLU,ChFC,CASL
University of Arkansas at Fayetteville
BSBA
Brewington Capital LLC February 2014 - Present
Northwestern Mutual August 2010 - February 2014
Liberty Partners Financial March 2009 - July 2010
Region Morgan Keegan Brokerage January 2004 - March 2009
Morgan Keegan October 2000 - January 2004
Smith Barney July 1987 - October 2000
Education
The American College 2011 — 2013
CFP,CLU,ChFC,CASL
University of Arkansas at Fayetteville
BSBA
Baird Clinkscales's Morgan Keegan Experience May 2008 - August 2008
Job Art Director
Industry Design
Experience
ICF Interactive June 2014 - Present
The Richards Group June 2013 - June 2014
Balcom Agency August 2011 - January 2013
Trinity Valley School August 2008 - November 2010
Morgan Keegan May 2008 - August 2008
Skills
Social Media, Social Media Marketing, Adobe Creative Suite, InDesign, Graphic Design, Illustrator, Advertising, Photoshop, Creative Direction, Brand Development, Copywriting, Logo Design, Art Direction, Creative Strategy, Typography
Education
Art Institute of Fort Worth 2010 — 2013
Bachelor of Fine Arts (BFA) with honors, Advertising
Texas Christian University 2006 — 2008
Marketing
TVS
ICF Interactive June 2014 - Present
The Richards Group June 2013 - June 2014
Balcom Agency August 2011 - January 2013
Trinity Valley School August 2008 - November 2010
Morgan Keegan May 2008 - August 2008
Skills
Social Media, Social Media Marketing, Adobe Creative Suite, InDesign, Graphic Design, Illustrator, Advertising, Photoshop, Creative Direction, Brand Development, Copywriting, Logo Design, Art Direction, Creative Strategy, Typography
Education
Art Institute of Fort Worth 2010 — 2013
Bachelor of Fine Arts (BFA) with honors, Advertising
Texas Christian University 2006 — 2008
Marketing
TVS
Patrick Spach's Morgan Keegan Experience April 2011 - September 2011
Job Senior Loan Officer Investment Advisory Lending at Live Oak Bank
Industry Financial Services
Experience
Live Oak Bank March 2013 - Present
UNC Wilmington September 2011 - February 2013
Morgan Keegan April 2011 - September 2011
UMAA Foundation August 2009 - March 2011
UMAA Foundation August 2009 - February 2010
RGT Management, INC May 2006 - August 2006
Skills
Finance, Microsoft Excel, Public Speaking, Microsoft Office, Mergers & Acquisitions, Financial Analysis, Loans, Commercial Lending, Investments, Customer Service, Leadership, Management, PowerPoint, Banking, Sales, Strategic Planning
Education
The University of Memphis 2009 — 2010
Master of Science, Sports Commerce
University of Mississippi 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Live Oak Bank March 2013 - Present
UNC Wilmington September 2011 - February 2013
Morgan Keegan April 2011 - September 2011
UMAA Foundation August 2009 - March 2011
UMAA Foundation August 2009 - February 2010
RGT Management, INC May 2006 - August 2006
Skills
Finance, Microsoft Excel, Public Speaking, Microsoft Office, Mergers & Acquisitions, Financial Analysis, Loans, Commercial Lending, Investments, Customer Service, Leadership, Management, PowerPoint, Banking, Sales, Strategic Planning
Education
The University of Memphis 2009 — 2010
Master of Science, Sports Commerce
University of Mississippi 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Jeff Roys Jeff Roys's Morgan Keegan Experience August 1999 - January 2008
Job Financial Advisor at Sunbelt Securties, Inc.
Industry Financial Services
Experience
Sunbelt Securties, Inc. October 2009 - Present
Lantern Investments, Inc. February 2008 - October 2009
Morgan Keegan August 1999 - January 2008
Merrill Lynch December 1985 - September 1999
Education
The University of Memphis 1979 — 1983
BBA, finance, economics
University of Tennessee-Knoxville
Sunbelt Securties, Inc. October 2009 - Present
Lantern Investments, Inc. February 2008 - October 2009
Morgan Keegan August 1999 - January 2008
Merrill Lynch December 1985 - September 1999
Education
The University of Memphis 1979 — 1983
BBA, finance, economics
University of Tennessee-Knoxville
David Scully,CFA David Scully,CFA's Morgan Keegan Experience August 2005 - June 2010
Job Chief Investment Officer at Duncan Williams Asset Management LLC
Industry Financial Services
Experience
Duncan Williams Asset Management LLC April 2015 - Present
Duncan-Williams, Inc. April 2012 - April 2015
The Atlanta Consulting Group June 2010 - April 2012
Morgan Keegan August 2005 - June 2010
Skills
Portfolio Management, Investments, Due Diligence, Asset Allocation, Wealth Management, Asset Managment
Education
The University of Georgia 2001 — 2006
Bachelor of Arts, Economics
National Outdoors Leadership Schools (NOLS) 2005 — 2005
Wind River Range, WY
Duncan Williams Asset Management LLC April 2015 - Present
Duncan-Williams, Inc. April 2012 - April 2015
The Atlanta Consulting Group June 2010 - April 2012
Morgan Keegan August 2005 - June 2010
Skills
Portfolio Management, Investments, Due Diligence, Asset Allocation, Wealth Management, Asset Managment
Education
The University of Georgia 2001 — 2006
Bachelor of Arts, Economics
National Outdoors Leadership Schools (NOLS) 2005 — 2005
Wind River Range, WY
Laura Teuton Laura Teuton's Morgan Keegan Experience 1995 - 2005
Job Experienced Marketing Professional
Industry Medical Devices
Experience
leestafford January 2011 - July 2011
Smith and Nephew July 2005 - December 2010
Smith & Nephew Orthopaedics 2005 - December 2010
Morgan Keegan 1995 - 2005
Skills
Surgeons, Capital Equipment, Product Development, Market Development, Medical Devices, Orthopedic, Product Marketing, Product Launch, Market Planning, Disposables, Operating Room, Sales Operations, Marketing Communications, Marketing Strategy, Commercialization, Spine, New Business Development
Education
The University of Memphis 1990 — 1994
BBA, Marketing Management
leestafford January 2011 - July 2011
Smith and Nephew July 2005 - December 2010
Smith & Nephew Orthopaedics 2005 - December 2010
Morgan Keegan 1995 - 2005
Skills
Surgeons, Capital Equipment, Product Development, Market Development, Medical Devices, Orthopedic, Product Marketing, Product Launch, Market Planning, Disposables, Operating Room, Sales Operations, Marketing Communications, Marketing Strategy, Commercialization, Spine, New Business Development
Education
The University of Memphis 1990 — 1994
BBA, Marketing Management
Andrea Pitman Andrea Pitman's Morgan Keegan Experience June 2011 - February 2013
Job Benefits Analyst II at Service Master
Industry Human Resources
Experience
Service Master June 2015 - Present
AutoZone April 2013 - June 2015
Raymond James Financial Inc. February 2013 - April 2013
Morgan Keegan June 2011 - February 2013
Morgan Keegan October 2007 - June 2011
Skills
Certified by Microsoft..., Microsoft Office, SharePoint, Phase 3, Adobe, Outlook, PeopleSoft, Inter-personal, Management, Communication, Training, Interviews, Project Planning, Project Management, Schedules, Coordinating Events, Customer Service, Highly detail oriented, Anticipation, Teamwork, IRAs, Microsoft Excel, Microsoft Word, Series 99, Recruiting, Financial Analysis, New Hire Orientations, Leadership
Education
The University of Memphis 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Westminster Academy 1999 — 2003
Service Master June 2015 - Present
AutoZone April 2013 - June 2015
Raymond James Financial Inc. February 2013 - April 2013
Morgan Keegan June 2011 - February 2013
Morgan Keegan October 2007 - June 2011
Skills
Certified by Microsoft..., Microsoft Office, SharePoint, Phase 3, Adobe, Outlook, PeopleSoft, Inter-personal, Management, Communication, Training, Interviews, Project Planning, Project Management, Schedules, Coordinating Events, Customer Service, Highly detail oriented, Anticipation, Teamwork, IRAs, Microsoft Excel, Microsoft Word, Series 99, Recruiting, Financial Analysis, New Hire Orientations, Leadership
Education
The University of Memphis 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Westminster Academy 1999 — 2003
Dyana Buchner's Morgan Keegan Experience June 2010 - October 2011
Job Estimator at Franklin Alan Commercial Construction
Industry Architecture & Planning
Experience
Franklin Alan Commercial Construction March 2015 - Present
Greig-Percy Collaborative October 2014 - Present
Hills of Texas Lodging June 2013 - October 2014
root design company October 2011 - April 2013
Morgan Keegan June 2010 - October 2011
Richardson Stevedoring & Logistics February 2007 - April 2010
Country Home Furnishings 2003 - 2007
Education
Texas State University-San Marcos 2004 — 2005
Interior Design
The University of Texas at Austin 2001 — 2003
Architectural Interior Design
Franklin Alan Commercial Construction March 2015 - Present
Greig-Percy Collaborative October 2014 - Present
Hills of Texas Lodging June 2013 - October 2014
root design company October 2011 - April 2013
Morgan Keegan June 2010 - October 2011
Richardson Stevedoring & Logistics February 2007 - April 2010
Country Home Furnishings 2003 - 2007
Education
Texas State University-San Marcos 2004 — 2005
Interior Design
The University of Texas at Austin 2001 — 2003
Architectural Interior Design
Sarah Anderson Sutton's Morgan Keegan Experience October 2007 - May 2009
Job Branch Manager RJA Investment Central at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates February 2013 - Present
Morgan Keegan & Co., Inc. May 2009 - February 2013
Morgan Keegan October 2007 - May 2009
Morgan Keegan February 2004 - October 2007
Morgan Keegan June 2002 - February 2004
Morgan Keegan February 2000 - June 2002
Skills
Series 7, Securities, Wealth Management, Mutual Funds, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Retirement Planning, Series 63, Investment Advisory, Asset Management, Process Improvement, Risk Management, Series 24, Investments
Education
The University of Memphis 1996 — 2001
Bachelors, Finance
Raymond James & Associates February 2013 - Present
Morgan Keegan & Co., Inc. May 2009 - February 2013
Morgan Keegan October 2007 - May 2009
Morgan Keegan February 2004 - October 2007
Morgan Keegan June 2002 - February 2004
Morgan Keegan February 2000 - June 2002
Skills
Series 7, Securities, Wealth Management, Mutual Funds, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Retirement Planning, Series 63, Investment Advisory, Asset Management, Process Improvement, Risk Management, Series 24, Investments
Education
The University of Memphis 1996 — 2001
Bachelors, Finance
David Traywick David Traywick's Morgan Keegan Experience February 2000 - March 2003
Job Director Dell Ventures and Corporate Development
Industry Information Technology and Services
Experience
Dell November 2009 - Present
Perot Systems (now part of Dell) January 2007 - November 2009
AutoZone March 2003 - December 2006
Morgan Keegan February 2000 - March 2003
Skills
Strategic Partnerships, Mergers, Financial Modeling, Strategy, Business Development, Finance, Financial Analysis, Strategic Planning, Business Strategy, Due Diligence, Cross-functional Team..., Corporate Venture..., Deal Development, Deal Strategy, Deal Qualification, Deal Sourcing, Strategic M&A, Cross-border M&A, M&A analysis, M&A execution, Term Sheets, Venture Debt, Corporate Development, Mergers & Acquisitions
Education
The University of Memphis 1998 — 1999
MBA, Finance
University of Tennessee-Knoxville 1993 — 1998
BS, Economics
Memphis University School
Dell November 2009 - Present
Perot Systems (now part of Dell) January 2007 - November 2009
AutoZone March 2003 - December 2006
Morgan Keegan February 2000 - March 2003
Skills
Strategic Partnerships, Mergers, Financial Modeling, Strategy, Business Development, Finance, Financial Analysis, Strategic Planning, Business Strategy, Due Diligence, Cross-functional Team..., Corporate Venture..., Deal Development, Deal Strategy, Deal Qualification, Deal Sourcing, Strategic M&A, Cross-border M&A, M&A analysis, M&A execution, Term Sheets, Venture Debt, Corporate Development, Mergers & Acquisitions
Education
The University of Memphis 1998 — 1999
MBA, Finance
University of Tennessee-Knoxville 1993 — 1998
BS, Economics
Memphis University School
Bennie Pigg Bennie Pigg's Morgan Keegan Experience July 2007 - August 2008
Job SAP BUSINESS OBJECTS ADMINISTRATOR at International Paper
Industry Information Technology and Services
Experience
International Paper March 2015 - Present
International Paper May 2012 - March 2015
International Paper March 2009 - May 2012
Smith & Nephew August 2008 - November 2008
Morgan Keegan July 2007 - August 2008
ServiceMaster August 2006 - July 2007
Swanson Services January 2004 - July 2006
Terminix October 2003 - June 2004
Skills
SharePoint, Active Directory, Windows 7, Windows Server, BMC Remedy, Blackberry Enterprise..., DHCP, IIS, DNS management, Server Administration, Windows XP Pro, Outlook, AS400 Administration, Unisys Mainframe, Unix, TCP/IP, Symantec Endpoint..., RDP, Lotus Notes, Citrix Metaframe, Microsoft CRM, LAN-WAN, SMS, DocAve, Apache, SAP, Weblogic Administration, Business Objects
Education
The University of Memphis 2000 — 2003
Associate of Science (AS), Computer Programming
International Paper March 2015 - Present
International Paper May 2012 - March 2015
International Paper March 2009 - May 2012
Smith & Nephew August 2008 - November 2008
Morgan Keegan July 2007 - August 2008
ServiceMaster August 2006 - July 2007
Swanson Services January 2004 - July 2006
Terminix October 2003 - June 2004
Skills
SharePoint, Active Directory, Windows 7, Windows Server, BMC Remedy, Blackberry Enterprise..., DHCP, IIS, DNS management, Server Administration, Windows XP Pro, Outlook, AS400 Administration, Unisys Mainframe, Unix, TCP/IP, Symantec Endpoint..., RDP, Lotus Notes, Citrix Metaframe, Microsoft CRM, LAN-WAN, SMS, DocAve, Apache, SAP, Weblogic Administration, Business Objects
Education
The University of Memphis 2000 — 2003
Associate of Science (AS), Computer Programming
Sam Overbey's Morgan Keegan Experience November 2004 - April 2007
Job Operations Manager at Keystone Healthcare Management
Industry Hospital & Health Care
Experience
Where the Heart Is, Inc. February 2008 - Present
Keystone Healthcare Management November 2014 - September 2015
TruGreen LandCare February 2007 - February 2008
Morgan Keegan November 2004 - April 2007
Skills
Customer Service, Healthcare, Strategic Planning, Team Building, Operations Management, Management, Medicaid, Recruiting, Software Documentation, Public Relations, Project Management, Human Resources, Insurance, Leadership, Budgets, Marketing, Program Management, Hospitals, Nursing, Time Management, Process Improvement, Analysis, Leadership Development, Public Speaking, Training, Healthcare Management, HIPAA, Medicare, EMR, Home Care
Education
The University of Memphis 1998 — 2004
Bachelor’s Degree
Where the Heart Is, Inc. February 2008 - Present
Keystone Healthcare Management November 2014 - September 2015
TruGreen LandCare February 2007 - February 2008
Morgan Keegan November 2004 - April 2007
Skills
Customer Service, Healthcare, Strategic Planning, Team Building, Operations Management, Management, Medicaid, Recruiting, Software Documentation, Public Relations, Project Management, Human Resources, Insurance, Leadership, Budgets, Marketing, Program Management, Hospitals, Nursing, Time Management, Process Improvement, Analysis, Leadership Development, Public Speaking, Training, Healthcare Management, HIPAA, Medicare, EMR, Home Care
Education
The University of Memphis 1998 — 2004
Bachelor’s Degree
Caroline Genoble's Morgan Keegan Experience January 2009 - October 2009
Job Human Resources Director
Industry Human Resources
Experience
Cayce Company, Inc. October 2009 - Present
Morgan Keegan January 2009 - October 2009
Education
The Citadel 2005 — 2007
MBA, Business Administration
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science, Business Administration
Cayce Company, Inc. October 2009 - Present
Morgan Keegan January 2009 - October 2009
Education
The Citadel 2005 — 2007
MBA, Business Administration
University of South Carolina - The Moore School of Business 2001 — 2005
Bachelor of Science, Business Administration
J. Mason Denton's Morgan Keegan Experience 1996 - 1998
Job Senior Operations Officer, Social Urban Rural and Resilience Global Practice at World Bank Group
Industry International Trade and Development
Experience
World Bank Group July 2014 - Present
World Bank Group February 2011 - Present
The World Bank 2003 - 2011
Morgan Keegan 1996 - 1998
Skills
International..., International Relations, Policy Analysis, Capacity Building, Foreign Policy, Emerging Markets, Economics, Political Risk Analysis, Public Policy, Economic Development, Program Evaluation, Politics
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1999 — 2001
MA, International Affairs
Rhodes College 1992 — 1995
BA, International Studies and Business Administration
World Bank Group July 2014 - Present
World Bank Group February 2011 - Present
The World Bank 2003 - 2011
Morgan Keegan 1996 - 1998
Skills
International..., International Relations, Policy Analysis, Capacity Building, Foreign Policy, Emerging Markets, Economics, Political Risk Analysis, Public Policy, Economic Development, Program Evaluation, Politics
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1999 — 2001
MA, International Affairs
Rhodes College 1992 — 1995
BA, International Studies and Business Administration
Tom Snow's Morgan Keegan Experience 2001 - 2004
Job Vice President of Sales at FirstCare Health Plans
Industry Hospital & Health Care
Experience
FirstCare Health Plans August 2014 - Present
HolaDoctor October 2013 - July 2014
WellPoint November 2007 - October 2013
Option One--Division of H & R Block June 2004 - September 2007
Morgan Keegan 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Sales, Leadership, Management, Business Planning, Underwriting, Insurance, Disability Insurance, Mortgage Lending, Health Insurance, Life Insurance, Account Management, Marketing, Loan Origination, Health Savings Accounts, Team Building, Sales Management, Mortgage Banking, Sales Process, Customer Retention, Term Life Insurance, Brokers, Medicare, Fixed Annuities, Small Business, Long-term Care, Visio, Strategy, Health Care Reform, Medicare Part D, Managed Care, Accident, Claim, Commercial Insurance, Competitive Analysis, HMO, Strategic Planning
Education
University of Georgia 1980 — 1985
Bachelor of Arts (B.A.), Political Science
FirstCare Health Plans August 2014 - Present
HolaDoctor October 2013 - July 2014
WellPoint November 2007 - October 2013
Option One--Division of H & R Block June 2004 - September 2007
Morgan Keegan 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Sales, Leadership, Management, Business Planning, Underwriting, Insurance, Disability Insurance, Mortgage Lending, Health Insurance, Life Insurance, Account Management, Marketing, Loan Origination, Health Savings Accounts, Team Building, Sales Management, Mortgage Banking, Sales Process, Customer Retention, Term Life Insurance, Brokers, Medicare, Fixed Annuities, Small Business, Long-term Care, Visio, Strategy, Health Care Reform, Medicare Part D, Managed Care, Accident, Claim, Commercial Insurance, Competitive Analysis, HMO, Strategic Planning
Education
University of Georgia 1980 — 1985
Bachelor of Arts (B.A.), Political Science
Roby Redwine's Morgan Keegan Experience December 1997 - March 2006
Job Agent at Coldwell Banker Commercial Upchurch Realty
Industry Real Estate
Experience
Coldwell Banker Commercial Upchurch Realty June 2007 - Present
Stevenson, Shockley, Stevenson, Inc. July 2006 - March 2007
Morgan Keegan December 1997 - March 2006
Skills
Real Estate, Sellers, Tenant, Investments, Investment Properties, Foreclosures, Brokerage, Sales, Investment Sales, Landlord, Commercial Real Estate, Real Estate Transactions, Landlords, Investors, Buyer Representation, REO, Buyers, Disposition, Property, Real Property, Short Sales, Real Estate Development
Education
The University of Georgia 1981 — 1985
AB, Economics
Coldwell Banker Commercial Upchurch Realty June 2007 - Present
Stevenson, Shockley, Stevenson, Inc. July 2006 - March 2007
Morgan Keegan December 1997 - March 2006
Skills
Real Estate, Sellers, Tenant, Investments, Investment Properties, Foreclosures, Brokerage, Sales, Investment Sales, Landlord, Commercial Real Estate, Real Estate Transactions, Landlords, Investors, Buyer Representation, REO, Buyers, Disposition, Property, Real Property, Short Sales, Real Estate Development
Education
The University of Georgia 1981 — 1985
AB, Economics
Al Morris, FRM's Morgan Keegan Experience June 1993 - May 1997
Job Liquidity Risk Coordinator at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco February 2015 - Present
Federal Reserve Bank of Richmond April 2006 - February 2015
Office of the Comptroller of the Currency August 2001 - March 2006
Federated Investors May 1997 - February 2001
Morgan Keegan June 1993 - May 1997
Union Planters Bank February 1989 - June 1993
Skills
Capital Markets, Portfolio Management, Bloomberg, Investments, Risk Management, Bonds, Banking, Credit Derivatives, Securitization, ALM, MBS, Money Market, Treasury, Analysis, Rates, Liquidity, Counterparty Risk, Credit Risk, Financial Risk, Derivatives, Fixed Income, Market Risk
Education
The University of Memphis 1990 — 1993
Master of Arts, Economics
Federal Reserve Bank of San Francisco February 2015 - Present
Federal Reserve Bank of Richmond April 2006 - February 2015
Office of the Comptroller of the Currency August 2001 - March 2006
Federated Investors May 1997 - February 2001
Morgan Keegan June 1993 - May 1997
Union Planters Bank February 1989 - June 1993
Skills
Capital Markets, Portfolio Management, Bloomberg, Investments, Risk Management, Bonds, Banking, Credit Derivatives, Securitization, ALM, MBS, Money Market, Treasury, Analysis, Rates, Liquidity, Counterparty Risk, Credit Risk, Financial Risk, Derivatives, Fixed Income, Market Risk
Education
The University of Memphis 1990 — 1993
Master of Arts, Economics
Eric C. Kordsmeier, CFP® AEP®'s Morgan Keegan Experience February 2005 - October 2011
Job Director Financial & Estate Planning at Frontier Investments
Industry Investment Management
Experience
Frontier Investment Management Co. October 2011 - Present
Morgan Keegan February 2005 - October 2011
AXA Advisors January 2002 - February 2005
Orange Lake Resort 2000 - 2001
Arthur Andersen & Co. LLP 1995 - 1999
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Management, Employee Benefits, Finance, Certified Financial..., Tax, Accounting, Life Insurance, Management, Business Planning, Series 7, Income Tax, Asset Allocation, Asset Management, Investment Advisory, Investment Strategies, Portfolio Management
Education
The American College 2011 — 2011
Accredited Estate Planner, Estate Planning
University of Central Arkansas 2003 — 2004
MBA
University of Arkansas at Fayetteville 1991 — 1995
BSBA - Accounting, Walton College of Business
Frontier Investment Management Co. October 2011 - Present
Morgan Keegan February 2005 - October 2011
AXA Advisors January 2002 - February 2005
Orange Lake Resort 2000 - 2001
Arthur Andersen & Co. LLP 1995 - 1999
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Investment Management, Employee Benefits, Finance, Certified Financial..., Tax, Accounting, Life Insurance, Management, Business Planning, Series 7, Income Tax, Asset Allocation, Asset Management, Investment Advisory, Investment Strategies, Portfolio Management
Education
The American College 2011 — 2011
Accredited Estate Planner, Estate Planning
University of Central Arkansas 2003 — 2004
MBA
University of Arkansas at Fayetteville 1991 — 1995
BSBA - Accounting, Walton College of Business
Dhar Valluripalli, PMP's Morgan Keegan Experience 2002 - 2003
Job Global IT Leader Enterprise Applications
Industry Consumer Goods
Experience
Diebold 2012 - Present
Sherwin Williams 2009 - 2012
Deloitte Consulting 2007 - 2009
Slalom Consulting 2003 - 2007
Morgan Keegan 2002 - 2003
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Oracle, Business Intelligence, Data Warehousing, PL/SQL, Requirements Analysis, SDLC, Business Analysis, Business Process, Consulting, Project Management, MS Project, Project Planning, Software Project..., Project Finance, Project Portfolio..., Team Building, Team Leadership, Cross-functional Team..., Virtual Teams, Global Delivery, Global Operations, Global Management, Global Strategy, Offshoring, Back Office, Onshore, Mobilization, Resource Management, Team Mobilization, PMP, Requirements Gathering, IT Strategy, PMO, Business Process..., Business Process Design, Integration, Solution Architecture, Data Migration, OBIEE, Oracle Discoverer, Oracle HR, BI Publisher, Enterprise Architecture, Master Data Management, Financials, Order Management, ETL
Education
Vellore Institute of Technology 1995 — 1999
BS, Electrical, Electronics and Communications Engineering
The University of Memphis
The University of Memphis
Diebold 2012 - Present
Sherwin Williams 2009 - 2012
Deloitte Consulting 2007 - 2009
Slalom Consulting 2003 - 2007
Morgan Keegan 2002 - 2003
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Oracle, Business Intelligence, Data Warehousing, PL/SQL, Requirements Analysis, SDLC, Business Analysis, Business Process, Consulting, Project Management, MS Project, Project Planning, Software Project..., Project Finance, Project Portfolio..., Team Building, Team Leadership, Cross-functional Team..., Virtual Teams, Global Delivery, Global Operations, Global Management, Global Strategy, Offshoring, Back Office, Onshore, Mobilization, Resource Management, Team Mobilization, PMP, Requirements Gathering, IT Strategy, PMO, Business Process..., Business Process Design, Integration, Solution Architecture, Data Migration, OBIEE, Oracle Discoverer, Oracle HR, BI Publisher, Enterprise Architecture, Master Data Management, Financials, Order Management, ETL
Education
Vellore Institute of Technology 1995 — 1999
BS, Electrical, Electronics and Communications Engineering
The University of Memphis
The University of Memphis
Brad Britt's Morgan Keegan Experience January 2001 - September 2001
Job Territory Manager at Woodson & Bozeman, Inc.
Industry Mechanical or Industrial Engineering
Experience
Woodson & Bozeman, Inc. September 2001 - Present
Morgan Keegan January 2001 - September 2001
Education
The University of Memphis 1996 — 2000
Woodson & Bozeman, Inc. September 2001 - Present
Morgan Keegan January 2001 - September 2001
Education
The University of Memphis 1996 — 2000
Kerry Hunter's Morgan Keegan Experience October 2007 - May 2012
Job SAN Engineer at Regions Financials
Industry Computer Networking
Experience
Regions Financials January 2013 - Present
ServiceMaster June 2012 - December 2012
Morgan Keegan October 2007 - May 2012
Skills
System Administration, Solution Architecture, SAN, Network Engineering, Security, VMware Workstation, VPN, Switches, TCP/IP, Unix, Project Management, Load Balancing, Troubleshooting, Process Improvement, Business Analysis, Dell PowerEdge Servers, IT Strategy
Education
The University of Memphis 1984 — 1988
Bachelor's degree, Computer Technology
Regions Financials January 2013 - Present
ServiceMaster June 2012 - December 2012
Morgan Keegan October 2007 - May 2012
Skills
System Administration, Solution Architecture, SAN, Network Engineering, Security, VMware Workstation, VPN, Switches, TCP/IP, Unix, Project Management, Load Balancing, Troubleshooting, Process Improvement, Business Analysis, Dell PowerEdge Servers, IT Strategy
Education
The University of Memphis 1984 — 1988
Bachelor's degree, Computer Technology
Chip Walker's Morgan Keegan Experience 2007 - 2007
Job Vice President of Compliance Programs at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage May 2015 - Present
Fannie Mae April 2012 - April 2015
Fannie Mae May 2010 - April 2012
Fannie Mae 2009 - May 2010
MarketSphere Consulting 2008 - 2008
FTN Financial 2007 - 2008
Morgan Keegan 2007 - 2007
Morgan Keegan 2005 - 2007
Skills
Risk Management, Portfolio Management, Financial Risk, Loss Mitigation, Vendor Management, Business Analysis, Strategy, Management, Analysis, Mortgage Servicing, Financial Modeling, Financial Analysis, Budgets, Banking, Credit, Loans, Analytics, Investments, Loan Servicing, Mortgage Lending, Credit Risk, Asset Management, Change Management, Default, Valuation, Department Budgeting, Budget Process, Business Process..., Business Requirements, Fixed Income, Asset Managment, Operations Management, Workflow, Profit/Loss..., Process Improvement, Financial Services, Finance, Mortgage Banking, Project Management, Leadership, Due Diligence, Credit Analysis, Professional Ethics, Non-profit..., Quality Assurance, Fixed Income Portfolio..., Performance Management, Program Management
Education
The University of Texas at Dallas - School of Management 2009 — 2011
MS, Accounting & Information Management
The University of Memphis 2005 — 2007
MBA, Business - Finance & Accounting
University of Missouri-Columbia 1999 — 2004
BA, Political Science & Economics
Nationstar Mortgage May 2015 - Present
Fannie Mae April 2012 - April 2015
Fannie Mae May 2010 - April 2012
Fannie Mae 2009 - May 2010
MarketSphere Consulting 2008 - 2008
FTN Financial 2007 - 2008
Morgan Keegan 2007 - 2007
Morgan Keegan 2005 - 2007
Skills
Risk Management, Portfolio Management, Financial Risk, Loss Mitigation, Vendor Management, Business Analysis, Strategy, Management, Analysis, Mortgage Servicing, Financial Modeling, Financial Analysis, Budgets, Banking, Credit, Loans, Analytics, Investments, Loan Servicing, Mortgage Lending, Credit Risk, Asset Management, Change Management, Default, Valuation, Department Budgeting, Budget Process, Business Process..., Business Requirements, Fixed Income, Asset Managment, Operations Management, Workflow, Profit/Loss..., Process Improvement, Financial Services, Finance, Mortgage Banking, Project Management, Leadership, Due Diligence, Credit Analysis, Professional Ethics, Non-profit..., Quality Assurance, Fixed Income Portfolio..., Performance Management, Program Management
Education
The University of Texas at Dallas - School of Management 2009 — 2011
MS, Accounting & Information Management
The University of Memphis 2005 — 2007
MBA, Business - Finance & Accounting
University of Missouri-Columbia 1999 — 2004
BA, Political Science & Economics
Beth Gottlieb's Morgan Keegan Experience September 1989 - January 1991
Job Director at KCG Holdings
Industry Financial Services
Experience
KCG Holdings (formerly Knight Capital) December 2003 - June 2014
Donaldson & CO. Institutional Stockbrokers August 1993 - December 2003
Sanwa BGK, LLC 1991 - 1993
Morgan Keegan September 1989 - January 1991
Skills
Equity Trading, Equities, Hedge Funds, Series 7, Electronic Trading, Series 63, Trading Systems, Trading, Securities, Series 24, ETFs, Options, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Equity Derivatives, Trading Strategies, Derivatives, Investments, Proprietary Trading, Financial Markets, FINRA, Prime Brokerage
Education
Sweet Briar College 1985 — 1989
BA, Economics
St. Paul's Episcopal School
KCG Holdings (formerly Knight Capital) December 2003 - June 2014
Donaldson & CO. Institutional Stockbrokers August 1993 - December 2003
Sanwa BGK, LLC 1991 - 1993
Morgan Keegan September 1989 - January 1991
Skills
Equity Trading, Equities, Hedge Funds, Series 7, Electronic Trading, Series 63, Trading Systems, Trading, Securities, Series 24, ETFs, Options, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Equity Derivatives, Trading Strategies, Derivatives, Investments, Proprietary Trading, Financial Markets, FINRA, Prime Brokerage
Education
Sweet Briar College 1985 — 1989
BA, Economics
St. Paul's Episcopal School
Corey Kelly's Morgan Keegan Experience 2000 - 2003
Job VP of Marketing,Advertising and Public Relations at Icon Radio Network/"The Ben Ferguson Show"
Industry Marketing and Advertising
Experience
Icon Radio Network/"The Ben Ferguson Show" August 2009 - Present
America's Home Place March 2008 - August 2009
Morgan Keegan, Inc. 2000 - 2004
Morgan Keegan 2000 - 2003
first tennessee capital markets 1998 - 2000
Skills
Series 7, Equities, Asset Management, Real Estate, Securities, Portfolio Management, Financial Analysis, Competitive Analysis, Investments, Business Planning, Marketing Strategy, Corporate Finance, Fixed Annuities, Sales Management, Finance, Financial Advisory, Marketing, Investment Strategies, Sales, Budgets, Mergers, Asset Managment, Leadership, New Business Development, Loans, Banking, Team Building, Negotiation, Residential Homes, Business Development, Contract Negotiation, Customer Service, Bloomberg, Strategic Planning, Fixed Income, Due Diligence, Underwriting, Capital Markets, Executive Management, Insurance, Risk Management
Education
The University of Memphis 1990 — 1998
Finance, Business
Icon Radio Network/"The Ben Ferguson Show" August 2009 - Present
America's Home Place March 2008 - August 2009
Morgan Keegan, Inc. 2000 - 2004
Morgan Keegan 2000 - 2003
first tennessee capital markets 1998 - 2000
Skills
Series 7, Equities, Asset Management, Real Estate, Securities, Portfolio Management, Financial Analysis, Competitive Analysis, Investments, Business Planning, Marketing Strategy, Corporate Finance, Fixed Annuities, Sales Management, Finance, Financial Advisory, Marketing, Investment Strategies, Sales, Budgets, Mergers, Asset Managment, Leadership, New Business Development, Loans, Banking, Team Building, Negotiation, Residential Homes, Business Development, Contract Negotiation, Customer Service, Bloomberg, Strategic Planning, Fixed Income, Due Diligence, Underwriting, Capital Markets, Executive Management, Insurance, Risk Management
Education
The University of Memphis 1990 — 1998
Finance, Business
Kristine Kieta's Morgan Keegan Experience August 1995 - April 1998
Job securities fraud analyst/legal assistant at Shepherd Smith Edwards & Kantas, LLP
Industry Law Practice
Experience
Shepherd Smith Edwards & Kantas, LLP October 2002 - Present
Morgan Stanley/Van Kampen Funds June 1999 - October 2002
Robert Half International/Accountemps April 1998 - April 1999
Morgan Keegan August 1995 - April 1998
Skills
Securities Litigation, Arbitration, Investments, Litigation Support, Securities, Financial Analysis, Mediation, Fraud, Due Diligence, Alternative Dispute..., Legal Research
Education
Texas A&M University
BA, economics
Shepherd Smith Edwards & Kantas, LLP October 2002 - Present
Morgan Stanley/Van Kampen Funds June 1999 - October 2002
Robert Half International/Accountemps April 1998 - April 1999
Morgan Keegan August 1995 - April 1998
Skills
Securities Litigation, Arbitration, Investments, Litigation Support, Securities, Financial Analysis, Mediation, Fraud, Due Diligence, Alternative Dispute..., Legal Research
Education
Texas A&M University
BA, economics
Andy Gaia's Morgan Keegan Experience September 1990 - September 2008
Job Director, Loan Trading at SunTrust Robinson Humphrey, Inc.
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Morgan Keegan September 1990 - September 2008
Union Planters Investment Bankers Group April 1988 - September 1990
Skills
Mortgage, Series 7, Investment Banking, Trading, Loans, Underwriting, Fixed Income, Credit
Education
The University of Memphis 1975 — 1981
BBA, Marketing/Finance
SunTrust Robinson Humphrey August 2012 - Present
Raymond James Financial Inc. October 2008 - April 2012
Morgan Keegan September 1990 - September 2008
Union Planters Investment Bankers Group April 1988 - September 1990
Skills
Mortgage, Series 7, Investment Banking, Trading, Loans, Underwriting, Fixed Income, Credit
Education
The University of Memphis 1975 — 1981
BBA, Marketing/Finance
Nick Patel's Morgan Keegan Experience July 2009 - November 2009
Job President at Wellable, Inc.
Industry Hospital & Health Care
Experience
Wellable, Inc. November 2012 - Present
The TriZetto Group April 2011 - November 2012
Harris Williams & Co. December 2009 - April 2011
Morgan Keegan July 2009 - November 2009
Morgan Keegan June 2006 - June 2009
Skills
Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Equities, Capital Markets, Venture Capital, Due Diligence, Investment Banking, Healthcare, Strategy, Product Management, Healthcare Information..., Mergers & Acquisitions, M&A experience, Leadership, Program Management, Public Speaking, Entrepreneurship, Strategic Planning, Management
Education
The University of Georgia 2002 — 2006
Bachelor of Business Administration (BBA), Banking & Finance, Economics
Wellable, Inc. November 2012 - Present
The TriZetto Group April 2011 - November 2012
Harris Williams & Co. December 2009 - April 2011
Morgan Keegan July 2009 - November 2009
Morgan Keegan June 2006 - June 2009
Skills
Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Equities, Capital Markets, Venture Capital, Due Diligence, Investment Banking, Healthcare, Strategy, Product Management, Healthcare Information..., Mergers & Acquisitions, M&A experience, Leadership, Program Management, Public Speaking, Entrepreneurship, Strategic Planning, Management
Education
The University of Georgia 2002 — 2006
Bachelor of Business Administration (BBA), Banking & Finance, Economics
Furman Howard's Morgan Keegan Experience August 2007 - April 2012
Job institutional fixed income sales at Morgan Keegan
Industry Financial Services
Experience
Raymond James and associates August 2007 - Present
Morgan Keegan August 2007 - April 2012
First Albany Capital August 1990 - June 2006
Skills
Asset Management
Education
University of Virginia Darden School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
The George Washington University 1975 — 1979
Bachelor's degree, Economics
Raymond James and associates August 2007 - Present
Morgan Keegan August 2007 - April 2012
First Albany Capital August 1990 - June 2006
Skills
Asset Management
Education
University of Virginia Darden School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
The George Washington University 1975 — 1979
Bachelor's degree, Economics
JUDITH CARDWELL's Morgan Keegan Experience April 1996 - September 2001
Job Exec Admin Specialist at First Horizon
Industry Financial Services
Experience
First Horizon September 2002 - Present
Morgan Keegan April 1996 - September 2001
Skills
Employee Relations, Access, Human Resources, Software Documentation, Vendor Management, Credit, Process Improvement, Visio, Budgets, Employee Benefits, Onboarding, Banking
Education
The University of Memphis 1980 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
First Horizon September 2002 - Present
Morgan Keegan April 1996 - September 2001
Skills
Employee Relations, Access, Human Resources, Software Documentation, Vendor Management, Credit, Process Improvement, Visio, Budgets, Employee Benefits, Onboarding, Banking
Education
The University of Memphis 1980 — 1983
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Frank Wallace's Morgan Keegan Experience August 2005 - December 2005
Job Research Analyst at International Monetary Fund
Industry Research
Experience
International Monetary Fund September 2013 - Present
The World Bank June 2011 - June 2013
The World Bank March 2010 - June 2011
Association of American Medical Colleges January 2010 - March 2010
US Election Assistance Commission August 2009 - December 2009
Peace Corps June 2008 - July 2009
Medical Properties Trust June 2006 - August 2006
UBS January 2006 - May 2006
Morgan Keegan August 2005 - December 2005
Skills
Stata, International..., French, Economics, Policy Analysis, Research, International Relations, Data Analysis, Public Policy, Capacity Building, Spanish, Quantitative Analytics, Economic Development, Microsoft Office, Financial Analysis, Grant Writing, Program Evaluation
Education
The Johns Hopkins University 2011 — 2013
Master of Science, Applied Economics
University of Alabama 2003 — 2007
Bachelor's Degree, Finance and Economics
International Monetary Fund September 2013 - Present
The World Bank June 2011 - June 2013
The World Bank March 2010 - June 2011
Association of American Medical Colleges January 2010 - March 2010
US Election Assistance Commission August 2009 - December 2009
Peace Corps June 2008 - July 2009
Medical Properties Trust June 2006 - August 2006
UBS January 2006 - May 2006
Morgan Keegan August 2005 - December 2005
Skills
Stata, International..., French, Economics, Policy Analysis, Research, International Relations, Data Analysis, Public Policy, Capacity Building, Spanish, Quantitative Analytics, Economic Development, Microsoft Office, Financial Analysis, Grant Writing, Program Evaluation
Education
The Johns Hopkins University 2011 — 2013
Master of Science, Applied Economics
University of Alabama 2003 — 2007
Bachelor's Degree, Finance and Economics
Geneetta Morris's Morgan Keegan Experience December 2007 - Present
Job Registration & Licensing Assistant at Morgan Keegan
Industry Banking
Experience
Morgan Keegan December 2007 - Present
First Tennessee Bank October 2005 - December 2007
First Tennessee Bank February 2004 - October 2005
First Tennessee Bank March 2003 - February 2004
Regions Bank May 2001 - March 2003
Education
Strayer University
Bachelor of Science Degree in Business Administration, Human Resource Management
Morgan Keegan December 2007 - Present
First Tennessee Bank October 2005 - December 2007
First Tennessee Bank February 2004 - October 2005
First Tennessee Bank March 2003 - February 2004
Regions Bank May 2001 - March 2003
Education
Strayer University
Bachelor of Science Degree in Business Administration, Human Resource Management
Mimi Uhlmann's Morgan Keegan Experience February 1983 - October 1988
Job Director of Corporate Recruiting for Education That Works @ Memphis Catholic High School
Industry Staffing and Recruiting
Experience
Education That Works, Memphis Catholic High School February 2010 - Present
Birthright of Memphis October 2012 - March 2014
Mid-South Food Bank June 2005 - October 2009
Mimi Hall Communications, Inc. October 1988 - May 2005
Catholic Charities January 1998 - January 2001
University of Memphis Journalism Alumni Club January 1995 - January 1999
University of Memphis Society January 1994 - January 1997
Morgan Keegan February 1983 - October 1988
J. C. Bradford & Co. January 1981 - January 1983
Skills
Public Relations, Public Speaking, Customer Service, Event Management, Advertising, Marketing, Corporate Communications, Management, Market Planning, Press Releases, Media Relations, Copywriting, Direct Mail, Publicity, Networking, Investor Relations, Crisis Management, Online Marketing, Crisis Communications, Leadership Development, Nonprofits, Event Planning, Fundraising, Social Networking, CRM, Internal Communications, Social Media Marketing, Social Media, Leadership, Recruiting, Newsletters, Strategic Planning, Email Marketing, Training, Marketing Communications, Marketing Strategy, College Recruiting
Education
The University of Memphis 1967 — 1971
B.A., Journalism
Immaculate Conception High School for Girls 1963 — 1967
Education That Works, Memphis Catholic High School February 2010 - Present
Birthright of Memphis October 2012 - March 2014
Mid-South Food Bank June 2005 - October 2009
Mimi Hall Communications, Inc. October 1988 - May 2005
Catholic Charities January 1998 - January 2001
University of Memphis Journalism Alumni Club January 1995 - January 1999
University of Memphis Society January 1994 - January 1997
Morgan Keegan February 1983 - October 1988
J. C. Bradford & Co. January 1981 - January 1983
Skills
Public Relations, Public Speaking, Customer Service, Event Management, Advertising, Marketing, Corporate Communications, Management, Market Planning, Press Releases, Media Relations, Copywriting, Direct Mail, Publicity, Networking, Investor Relations, Crisis Management, Online Marketing, Crisis Communications, Leadership Development, Nonprofits, Event Planning, Fundraising, Social Networking, CRM, Internal Communications, Social Media Marketing, Social Media, Leadership, Recruiting, Newsletters, Strategic Planning, Email Marketing, Training, Marketing Communications, Marketing Strategy, College Recruiting
Education
The University of Memphis 1967 — 1971
B.A., Journalism
Immaculate Conception High School for Girls 1963 — 1967
Reese Austin's Morgan Keegan Experience May 1980 - May 2007
Job CrowdFunding Director at SCORE Memphis
Industry Financial Services
Experience
Score Memphis 2013 - Present
SCORE Memphis March 2012 - Present
By Your Side Growth Capital August 2009 - Present
Score Memphis 2012 - 2013
Morgan Keegan May 1980 - May 2007
Skills
Strategic Planning, Wealth Management, Mergers & Acquisitions, Financial Risk, Venture Capital, Equities, Business Planning, Financial Analysis, Start-ups, Entrepreneurship, Business Strategy, CrowdFunding, Corporate Finance, Trading, Small Business
Education
The University of Memphis 1962 — 1967
BS, Psychology / Philisophy
The Baylor School Chattanooga, TN
College Prep, US Air Force affiliate
Score Memphis 2013 - Present
SCORE Memphis March 2012 - Present
By Your Side Growth Capital August 2009 - Present
Score Memphis 2012 - 2013
Morgan Keegan May 1980 - May 2007
Skills
Strategic Planning, Wealth Management, Mergers & Acquisitions, Financial Risk, Venture Capital, Equities, Business Planning, Financial Analysis, Start-ups, Entrepreneurship, Business Strategy, CrowdFunding, Corporate Finance, Trading, Small Business
Education
The University of Memphis 1962 — 1967
BS, Psychology / Philisophy
The Baylor School Chattanooga, TN
College Prep, US Air Force affiliate
Katie Abart's Morgan Keegan Experience May 2007 - June 2009
Job Life Insurance Specialist, State Farm
Industry Insurance
Experience
State Farm Insurance, Tony McGehee July 2009 - Present
Morgan Keegan May 2007 - June 2009
Skills
Health Insurance, Insurance
Education
The University of Memphis 2003 — 2007
BS, Marketing and Sales
State Farm Insurance, Tony McGehee July 2009 - Present
Morgan Keegan May 2007 - June 2009
Skills
Health Insurance, Insurance
Education
The University of Memphis 2003 — 2007
BS, Marketing and Sales
Casey King, MBA, CPA, CFIRS's Morgan Keegan Experience 2010 - 2013
Job Audit Consultant at First Horizon National Corporation
Industry Financial Services
Experience
First Horizon National Corporation April 2014 - Present
Baker Donelson 2013 - 2014
Morgan Keegan 2010 - 2013
Morgan Keegan 2004 - 2009
Hope 5K Cordova, TN February 2006 - July 2006
Morgan Keegan 2000 - 2004
Skills
Mutual Funds &..., Financial & SEC..., Internal Audit & SOX..., Regulatory Compliance, Strategic Financial..., Project Management, Risk Management, Due Diligence, Corporate Governance, Business Technical..., Leadership & Employee..., Investor Relations, Outstanding Customer..., FINRA Series 7 General..., FINRA Series 99..., Mutual Funds, Series 7, Investments, Customer Service, Finance, Capital Markets, Internal Controls, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Securities, Accounting, Sarbanes-Oxley Act, Auditing, Equities, Financial Risk, SEC filings, Insurance, Compliance, Financial Planning
Education
Cannon Financial Institute 2014 — 2015
Trust Audit, Compliance & Risk Management
The University of Memphis 1998 — 2000
Master of Business Administration, Business Administration/Accounting
The University of Memphis 1994 — 1998
Bachelor of Business Administration, Accounting
Houston High School 1989 — 1994
Diploma, College Preparatory
First Horizon National Corporation April 2014 - Present
Baker Donelson 2013 - 2014
Morgan Keegan 2010 - 2013
Morgan Keegan 2004 - 2009
Hope 5K Cordova, TN February 2006 - July 2006
Morgan Keegan 2000 - 2004
Skills
Mutual Funds &..., Financial & SEC..., Internal Audit & SOX..., Regulatory Compliance, Strategic Financial..., Project Management, Risk Management, Due Diligence, Corporate Governance, Business Technical..., Leadership & Employee..., Investor Relations, Outstanding Customer..., FINRA Series 7 General..., FINRA Series 99..., Mutual Funds, Series 7, Investments, Customer Service, Finance, Capital Markets, Internal Controls, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Securities, Accounting, Sarbanes-Oxley Act, Auditing, Equities, Financial Risk, SEC filings, Insurance, Compliance, Financial Planning
Education
Cannon Financial Institute 2014 — 2015
Trust Audit, Compliance & Risk Management
The University of Memphis 1998 — 2000
Master of Business Administration, Business Administration/Accounting
The University of Memphis 1994 — 1998
Bachelor of Business Administration, Accounting
Houston High School 1989 — 1994
Diploma, College Preparatory
Liz Worsnop, CIMA®'s Morgan Keegan Experience September 2001 - March 2008
Job WBS Productivity Consultant
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2014 - June 2014
Wells Fargo Advisors June 2008 - December 2013
Raymond James Financial Inc. March 2008 - June 2008
Morgan Keegan September 2001 - March 2008
UBS 1998 - 2001
Skills
Strategic Financial..., Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investment Advisory, Risk Management, Series 65, Separately Managed..., Salesforce.com, Asset Based Lending, Asset Allocation, Financial Advisory, Alternative Investments, Financial Planning, Finance, Securities, Portfolio Management, Financial Services, Asset Management, Retirement, Equities
Education
Texas A&M University 1990 — 1994
BBA, Marketing & Management
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors January 2014 - June 2014
Wells Fargo Advisors June 2008 - December 2013
Raymond James Financial Inc. March 2008 - June 2008
Morgan Keegan September 2001 - March 2008
UBS 1998 - 2001
Skills
Strategic Financial..., Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investment Advisory, Risk Management, Series 65, Separately Managed..., Salesforce.com, Asset Based Lending, Asset Allocation, Financial Advisory, Alternative Investments, Financial Planning, Finance, Securities, Portfolio Management, Financial Services, Asset Management, Retirement, Equities
Education
Texas A&M University 1990 — 1994
BBA, Marketing & Management
Bennett Brian's Morgan Keegan Experience January 1995 - January 2000
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey Director,SVP,Fixed Income Research - Board Member NBC Capital MarketsNBC Capital Markets Group, IncMarch 2002 - March 2005
Vining Sparks, IBG January 2000 - January 2002
Morgan Keegan January 1995 - January 2000
Education
The University of Memphis 1989 — 2004
BBA/ Working toward MBA, Finance
Memphis Harding Academy - High School 1976 — 1989
High School, Liberal Arts
SunTrust Robinson Humphrey Director,SVP,Fixed Income Research - Board Member NBC Capital MarketsNBC Capital Markets Group, IncMarch 2002 - March 2005
Vining Sparks, IBG January 2000 - January 2002
Morgan Keegan January 1995 - January 2000
Education
The University of Memphis 1989 — 2004
BBA/ Working toward MBA, Finance
Memphis Harding Academy - High School 1976 — 1989
High School, Liberal Arts
Grant Brunson's Morgan Keegan Experience January 2000 - December 2010
Job Experienced Risk Officer
Industry Financial Services
Experience
Morgan Keegan January 2000 - December 2010
Morgan Keegan 2001 - 2003
Morgan Keegan 1999 - 2002
First Tennessee Bank 1997 - 1999
First Tennessee Bank 1996 - 1997
First Tennessee Bank 1994 - 1996
First Tennessee Bank 1993 - 1994
First Tennessee Bank 1991 - 1993
First Tennessee Bank 1989 - 1991
Skills
Investments, Risk Management, Customer Service, Fixed Income, Mutual Funds, Portfolio Management, Budgets, Loans, Banking, Strategic Planning, Management, Series 7, Capital Markets, Finance
Education
The University of Memphis 1988 — 1992
B.B.A., Banking / Finance
Morgan Keegan January 2000 - December 2010
Morgan Keegan 2001 - 2003
Morgan Keegan 1999 - 2002
First Tennessee Bank 1997 - 1999
First Tennessee Bank 1996 - 1997
First Tennessee Bank 1994 - 1996
First Tennessee Bank 1993 - 1994
First Tennessee Bank 1991 - 1993
First Tennessee Bank 1989 - 1991
Skills
Investments, Risk Management, Customer Service, Fixed Income, Mutual Funds, Portfolio Management, Budgets, Loans, Banking, Strategic Planning, Management, Series 7, Capital Markets, Finance
Education
The University of Memphis 1988 — 1992
B.B.A., Banking / Finance
Bennett Vann's Morgan Keegan Experience May 2007 - August 2007
Job Registered Client Service Associate
Industry Investment Management
Experience
Raymond James June 2012 - Present
Ray Tax Group, LLC May 2011 - August 2011
Pipeline Supply & Service, LLC May 2009 - August 2009
Cummings & Houston, LLC September 2007 - July 2008
Morgan Keegan May 2007 - August 2007
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Series 7, Equities, Forecasting, Microsoft Excel, Finance, Economics, Real Estate Financing, Sales, Forklift Operator, PowerPoint, Marketing, Accounting, Management, Microsoft Office, Microsoft Word, Investment Strategies, Teamwork, Equity Research, Equity Valuation, DCF, DCF Valuation, Capital Budgeting, Customer Service, Music Production, Microsoft CRM, Google Analytics, Musicians, CAPM, Propellerheads Reason
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance/Real Estate
Memorial High School 2004 — 2008
Raymond James June 2012 - Present
Ray Tax Group, LLC May 2011 - August 2011
Pipeline Supply & Service, LLC May 2009 - August 2009
Cummings & Houston, LLC September 2007 - July 2008
Morgan Keegan May 2007 - August 2007
Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Series 7, Equities, Forecasting, Microsoft Excel, Finance, Economics, Real Estate Financing, Sales, Forklift Operator, PowerPoint, Marketing, Accounting, Management, Microsoft Office, Microsoft Word, Investment Strategies, Teamwork, Equity Research, Equity Valuation, DCF, DCF Valuation, Capital Budgeting, Customer Service, Music Production, Microsoft CRM, Google Analytics, Musicians, CAPM, Propellerheads Reason
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance/Real Estate
Memorial High School 2004 — 2008
Kyle Worley's Morgan Keegan Experience March 2010 - March 2011
Job Network Engineer at Intivix
Industry Information Technology and Services
Experience
Intivix May 2014 - Present
SergeMD, Inc. February 2012 - May 2014
SergeMD, Inc. March 2011 - February 2012
Morgan Keegan March 2010 - March 2011
SergeMD, Inc. December 2009 - March 2011
Skills
Active Directory, SQL, NextGen, EHR, EPM, Citrix, VMware, Hyper-V, Windows Server, Networking, IT Infrastructure...
Education
The University of Memphis
Bachelor's Degree, Management Information Systems and Services
Intivix May 2014 - Present
SergeMD, Inc. February 2012 - May 2014
SergeMD, Inc. March 2011 - February 2012
Morgan Keegan March 2010 - March 2011
SergeMD, Inc. December 2009 - March 2011
Skills
Active Directory, SQL, NextGen, EHR, EPM, Citrix, VMware, Hyper-V, Windows Server, Networking, IT Infrastructure...
Education
The University of Memphis
Bachelor's Degree, Management Information Systems and Services
Drew Stelling's Morgan Keegan Experience June 2010 - August 2010
Job Vice President at The Burke Group, LLC
Industry Investment Banking
Experience
Heed Partners, LLC August 2012 - Present
The Burke Group, LLC August 2012 - Present
Raymond James Financial Inc. August 2010 - August 2012
Morgan Keegan June 2010 - August 2010
Skills
Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Raising, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Finance, Series 79, Series 63
Education
The University of Georgia 2006 — 2010
BBA, Finance
Heed Partners, LLC August 2012 - Present
The Burke Group, LLC August 2012 - Present
Raymond James Financial Inc. August 2010 - August 2012
Morgan Keegan June 2010 - August 2010
Skills
Investment Banking, Financial Institutions, Mergers & Acquisitions, Capital Raising, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Finance, Series 79, Series 63
Education
The University of Georgia 2006 — 2010
BBA, Finance
Tom Basehart's Morgan Keegan Experience 1995 - 2000
Job Senior Financial Services Executive
Industry Financial Services
Experience
Melvin Securities 2010 - 2010
Protective Securities 2009 - 2010
Mesirow Financial 2002 - 2008
National Bank of Commerce-Memphis, Tennessee 2001 - 2002
First Tennessee Capital Markets 2000 - 2001
Morgan Keegan 1995 - 2000
NatCity Investments-Cleveland, Ohio 1995 - 1995
Alex Brown & Sons 1994 - 1995
Prudential Securities 1986 - 1988
Blunt Ellis & Loewi 1983 - 1987
Skills
Trading, Bonds, Underwriting, Investment Banking, Series 7, Series 63, Fixed Income, Loans, Investments, Debt, Securities, Bloomberg, Financial Markets, Executive Management, Municipal
Education
The Ohio State University
BS, Marketing/Finance
Melvin Securities 2010 - 2010
Protective Securities 2009 - 2010
Mesirow Financial 2002 - 2008
National Bank of Commerce-Memphis, Tennessee 2001 - 2002
First Tennessee Capital Markets 2000 - 2001
Morgan Keegan 1995 - 2000
NatCity Investments-Cleveland, Ohio 1995 - 1995
Alex Brown & Sons 1994 - 1995
Prudential Securities 1986 - 1988
Blunt Ellis & Loewi 1983 - 1987
Skills
Trading, Bonds, Underwriting, Investment Banking, Series 7, Series 63, Fixed Income, Loans, Investments, Debt, Securities, Bloomberg, Financial Markets, Executive Management, Municipal
Education
The Ohio State University
BS, Marketing/Finance
David Hanse's Morgan Keegan Experience July 2004 - July 2009
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities November 2011 - Present
Pritchard Capital Partners August 2009 - November 2011
Morgan Keegan July 2004 - July 2009
Ernst & Young LLP - Transaction Advisory Services 2001 - 2004
Skills
Mergers & Acquisitions, Investment Banking, Strategic Planning, Series 7, Mergers, Due Diligence, Financial Analysis, Financial Modeling, Investments, Capital Markets, Finance, Corporate Finance, Private Equity
Education
Texas A&M University 1991 — 1995
BBA, Accounting
Wunderlich Securities November 2011 - Present
Pritchard Capital Partners August 2009 - November 2011
Morgan Keegan July 2004 - July 2009
Ernst & Young LLP - Transaction Advisory Services 2001 - 2004
Skills
Mergers & Acquisitions, Investment Banking, Strategic Planning, Series 7, Mergers, Due Diligence, Financial Analysis, Financial Modeling, Investments, Capital Markets, Finance, Corporate Finance, Private Equity
Education
Texas A&M University 1991 — 1995
BBA, Accounting
D.L. Auxier's Morgan Keegan Experience May 2005 - August 2011
Job Director at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2012 - Present
FTN Financial August 2011 - June 2012
Morgan Keegan May 2005 - August 2011
FTN Financial December 2000 - May 2005
Ernst & Young June 1986 - September 2000
Skills
Financial Analysis, Financial Advisory, Financial Modeling, Financial Reporting, Structured Finance, Banking, Funding, Portfolio Management, Private Equity, Finance, Valuation, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Memphis 1980 — 1983
BBA, Accounting
Stifel Financial Corp. September 2012 - Present
FTN Financial August 2011 - June 2012
Morgan Keegan May 2005 - August 2011
FTN Financial December 2000 - May 2005
Ernst & Young June 1986 - September 2000
Skills
Financial Analysis, Financial Advisory, Financial Modeling, Financial Reporting, Structured Finance, Banking, Funding, Portfolio Management, Private Equity, Finance, Valuation, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Memphis 1980 — 1983
BBA, Accounting
Brian Wiuff's Morgan Keegan Experience September 2006 - Present
Job Fixed Income Analyst at Raymond James
Industry Financial Services
Experience
Morgan Keegan September 2006 - Present
Education
University of Tennessee at Martin 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Mississippi 1998 — 2000
Master of Arts (M.A.), Journalism
The University of Memphis 1994 — 1998
Bachelor of Arts (B.A.), English
Morgan Keegan September 2006 - Present
Education
University of Tennessee at Martin 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Mississippi 1998 — 2000
Master of Arts (M.A.), Journalism
The University of Memphis 1994 — 1998
Bachelor of Arts (B.A.), English
Janelle Lewis's Morgan Keegan Experience April 2007 - October 2008
Job Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2005 - Present
Morgan Keegan April 2007 - October 2008
Education
SUNY Potsdam 2001 — 2004
BA, Speech Communication, Pre-Law Minor
Morgan Stanley Smith Barney April 2005 - Present
Morgan Keegan April 2007 - October 2008
Education
SUNY Potsdam 2001 — 2004
BA, Speech Communication, Pre-Law Minor
Tucker Cory's Morgan Keegan Experience October 2009 - Present
Job Financial Advisor at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan October 2009 - Present
Colonial Bank 2008 - 2009
Southtrust Securities 1998 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Retirement, Series 24, Fixed Annuities, Securities, Portfolio Management, Investments, Strategic Financial...
Education
Stetson University 1984 — 1986
BBA, Business Management
Morgan Keegan October 2009 - Present
Colonial Bank 2008 - 2009
Southtrust Securities 1998 - 2004
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Retirement, Series 24, Fixed Annuities, Securities, Portfolio Management, Investments, Strategic Financial...
Education
Stetson University 1984 — 1986
BBA, Business Management
Andrew Cashiola's Morgan Keegan Experience March 2007 - June 2011
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Southwest Securities September 2011 - Present
Morgan Keegan March 2007 - June 2011
UBS Wealth Management January 1999 - March 2007
Skills
Finance, Process Improvement
Education
Texas Tech University 1983 — 1987
Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Southwest Securities September 2011 - Present
Morgan Keegan March 2007 - June 2011
UBS Wealth Management January 1999 - March 2007
Skills
Finance, Process Improvement
Education
Texas Tech University 1983 — 1987
Economics
Holly Farmer's Morgan Keegan Experience May 2005 - September 2007
Job Analyst III at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services May 2013 - Present
First Command Financial Services April 2012 - April 2013
Clark Consulting September 2007 - December 2011
Morgan Keegan May 2005 - September 2007
Skills
Microsoft Office Excel..., Series 63
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2005
Bachelors, Finance with a concentration in Real Estate
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2002
Business
First Command Financial Services May 2013 - Present
First Command Financial Services April 2012 - April 2013
Clark Consulting September 2007 - December 2011
Morgan Keegan May 2005 - September 2007
Skills
Microsoft Office Excel..., Series 63
Education
Texas Christian University - M.J. Neeley School of Business 2003 — 2005
Bachelors, Finance with a concentration in Real Estate
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2002
Business
Jason McCuistion's Morgan Keegan Experience 2006 - 2007
Job Associate Attorney at Gerrish McCreary Smith PC
Industry Law Practice
Experience
Gerrish McCreary Smith PC December 2011 - Present
Morgan Keegan 2006 - 2007
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
Juris Doctor
The University of Memphis 2005 — 2008
B.B.A., Finance
Gerrish McCreary Smith PC December 2011 - Present
Morgan Keegan 2006 - 2007
Education
The University of Memphis—Cecil C. Humphreys School of Law 2008 — 2011
Juris Doctor
The University of Memphis 2005 — 2008
B.B.A., Finance
Beth Sacharin's Morgan Keegan Experience September 1994 - October 2012
Job Marketing Associate at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan September 1994 - October 2012
Southern Leather Company August 1987 - September 1994
Skills
Proficient with..., Series 7, AIF - passed April 2011, Series 63, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Asset Management, Risk Management, Wealth Management
Education
The University of Memphis
Raymond James Financial Inc. October 2012 - Present
Morgan Keegan September 1994 - October 2012
Southern Leather Company August 1987 - September 1994
Skills
Proficient with..., Series 7, AIF - passed April 2011, Series 63, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Asset Management, Risk Management, Wealth Management
Education
The University of Memphis
Krystal Butler's Morgan Keegan Experience September 2006 - March 2013
Job Agency Trader at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. April 2013 - Present
Morgan Keegan September 2006 - March 2013
Morgan Keegan June 2004 - September 2006
Skills
Series 63, Series 7, Equities, Bloomberg, Trading Systems, Trading, Microsoft Office, Retail, Series 55
Education
The University of Memphis 2001 — 2004
B.B.A., Finance
University of Arkansas at Fayetteville 1999 — 2001
Raymond James Financial Inc. April 2013 - Present
Morgan Keegan September 2006 - March 2013
Morgan Keegan June 2004 - September 2006
Skills
Series 63, Series 7, Equities, Bloomberg, Trading Systems, Trading, Microsoft Office, Retail, Series 55
Education
The University of Memphis 2001 — 2004
B.B.A., Finance
University of Arkansas at Fayetteville 1999 — 2001
Samuel Beatty's Morgan Keegan Experience August 2011 - April 2012
Job Senior Financial Analyst International Paper
Industry Financial Services
Experience
International Paper March 2014 - Present
International Paper April 2012 - March 2014
Morgan Keegan August 2011 - April 2012
Skills
Financial Analysis, Forecasting, Process Improvement, Finance, Financial Reporting, Accounting, Variance Analysis, Financial Risk
Education
The University of Memphis 2012 — 2016
Master of Business Administration (MBA), Professional MBA
The University of Memphis 2007 — 2011
B.B.A, Finance
International Paper March 2014 - Present
International Paper April 2012 - March 2014
Morgan Keegan August 2011 - April 2012
Skills
Financial Analysis, Forecasting, Process Improvement, Finance, Financial Reporting, Accounting, Variance Analysis, Financial Risk
Education
The University of Memphis 2012 — 2016
Master of Business Administration (MBA), Professional MBA
The University of Memphis 2007 — 2011
B.B.A, Finance
Dixon Braden's Morgan Keegan Experience May 2011 - April 2012
Job Client Relations Associate at Southeastern Asset Management
Industry Investment Management
Experience
Morgan Keegan May 2011 - April 2012
Morgan Keegan January 2003 - May 2011
Morgan Keegan May 2002 - January 2003
Skills
Bloomberg, Equity Research, Financial Modeling, Equity Valuation, VBA, Series 6, 7, 55, 63,..., Excel with VBA..., Factset, Microsoft Excel, Microsoft Office, Adobe Creative Suite
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA, Finance
The University of Memphis 1994 — 1998
BBA, Finance
Morgan Keegan May 2011 - April 2012
Morgan Keegan January 2003 - May 2011
Morgan Keegan May 2002 - January 2003
Skills
Bloomberg, Equity Research, Financial Modeling, Equity Valuation, VBA, Series 6, 7, 55, 63,..., Excel with VBA..., Factset, Microsoft Excel, Microsoft Office, Adobe Creative Suite
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA, Finance
The University of Memphis 1994 — 1998
BBA, Finance
Brenda Bardo Conti's Morgan Keegan Experience September 1995 - January 2013
Job Business Applications Analyst (MS SharePoint), Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 1995 - Present
Morgan Keegan September 1995 - January 2013
Buckman Laboraties 1993 - 1995
Skills
SharePoint, Business Analysis, ASP.NET, SQL Server, Classic ASP, Microsoft Office, Web Project Management, Software Project..., Visual Studio, SharePoint Designer, Content Management, Training & Development, ASP, Active Directory, Employee Training, Help Desk Support, IT Strategy, Microsoft SQL Server, Project Management, Software Documentation, Troubleshooting
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Raymond James Financial Inc. September 1995 - Present
Morgan Keegan September 1995 - January 2013
Buckman Laboraties 1993 - 1995
Skills
SharePoint, Business Analysis, ASP.NET, SQL Server, Classic ASP, Microsoft Office, Web Project Management, Software Project..., Visual Studio, SharePoint Designer, Content Management, Training & Development, ASP, Active Directory, Employee Training, Help Desk Support, IT Strategy, Microsoft SQL Server, Project Management, Software Documentation, Troubleshooting
Education
The University of Memphis 1988 — 1993
Bachelor of Business Administration (BBA), Management Information Systems, General
Laura Krug's Morgan Keegan Experience August 2010 - October 2011
Job Office Manager at Burford Spinal Rehab
Industry Health, Wellness and Fitness
Experience
Burford Spinal Rehab February 2012 - Present
Cortona Contemporary Italian October 2011 - January 2012
Morgan Keegan August 2010 - October 2011
Education
The University of Memphis 2007 — 2009
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
University of Tennessee-Knoxville 2005 — 2007
Nursing Education
Burford Spinal Rehab February 2012 - Present
Cortona Contemporary Italian October 2011 - January 2012
Morgan Keegan August 2010 - October 2011
Education
The University of Memphis 2007 — 2009
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
University of Tennessee-Knoxville 2005 — 2007
Nursing Education
Randall Hawkins, MBA's Morgan Keegan Experience March 2007 - August 2008
Job Managing DirectorMuni Bond Trader/Underwriter
Industry Financial Services
Experience
Raymond James & Associates, Inc August 2008 - Present
Morgan Keegan March 2007 - August 2008
Morgan Keegan May 2005 - March 2007
Skills
Series 63, Series 7, Bond Pricing, Municipal Bonds, Inventory Management, Fixed Income Portfolio..., Fixed Income Analysis, Financial Modeling, Finance, Financial Analysis, Fixed Income, Microsoft Office, Bloomberg, Bonds, Portfolio Management
Education
The University of Memphis 2004 — 2006
Master of Business Administration (MBA), Finance
University of Tennessee-Knoxville 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Raymond James & Associates, Inc August 2008 - Present
Morgan Keegan March 2007 - August 2008
Morgan Keegan May 2005 - March 2007
Skills
Series 63, Series 7, Bond Pricing, Municipal Bonds, Inventory Management, Fixed Income Portfolio..., Fixed Income Analysis, Financial Modeling, Finance, Financial Analysis, Fixed Income, Microsoft Office, Bloomberg, Bonds, Portfolio Management
Education
The University of Memphis 2004 — 2006
Master of Business Administration (MBA), Finance
University of Tennessee-Knoxville 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Justin Macre's Morgan Keegan Experience December 2007 - June 2009
Job Chickasaw Country Club
Industry Food & Beverages
Experience
Chickasaw country club July 2014 - Present
L'Ecole Culinaire - Memphis April 2014 - July 2014
Sharky’s Gulf Grill June 2009 - June 2014
Morgan Keegan December 2007 - June 2009
Owen Brennan’s December 1998 - December 2007
Skills
Budgets, Mutual Funds, Strategic Planning, Recruiting, Leadership, Analysis, Management, Negotiation, Sales, Training, Customer Service, Finance
Education
The University of Memphis 1996 — 2005
Bachelor of Science (BS), Elementary Education and Teaching
Chickasaw country club July 2014 - Present
L'Ecole Culinaire - Memphis April 2014 - July 2014
Sharky’s Gulf Grill June 2009 - June 2014
Morgan Keegan December 2007 - June 2009
Owen Brennan’s December 1998 - December 2007
Skills
Budgets, Mutual Funds, Strategic Planning, Recruiting, Leadership, Analysis, Management, Negotiation, Sales, Training, Customer Service, Finance
Education
The University of Memphis 1996 — 2005
Bachelor of Science (BS), Elementary Education and Teaching
Beason, Valerie beason's Morgan Keegan Experience September 2009 - Present
Job computer operator II at morgan keegan
Industry Investment Management
Experience
morgan keegan September 2009 - Present
morgan keegan September 2009 - Present
harrah's entertainment May 1987 - September 2009
Education
The University of Memphis 1979 — 1980
morgan keegan September 2009 - Present
morgan keegan September 2009 - Present
harrah's entertainment May 1987 - September 2009
Education
The University of Memphis 1979 — 1980
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation