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
Dan Kullman, AIF, CFS Dan Kullman, AIF, CFS's Morgan Keegan Experience 1996 - 1998
Job Regional Vice President at Toews Corporation
Industry Financial Services
Experience
Toews Corporation March 2014 - Present
FTJ FundChoice March 2004 - March 2014
FCA Corp - Commonwealth Asset Management, Inc. 2001 - 2004
Tindall Capital Management, LLC 1998 - 2001
Morgan Keegan 1996 - 1998
Sanders Morris & Mundy, Inc. 1992 - 1996
Education
University of Houston 1988 — 1992
BBA, Finance
University of Houston 1988 — 1992
BBA in Finance, Finance, General
Toews Corporation March 2014 - Present
FTJ FundChoice March 2004 - March 2014
FCA Corp - Commonwealth Asset Management, Inc. 2001 - 2004
Tindall Capital Management, LLC 1998 - 2001
Morgan Keegan 1996 - 1998
Sanders Morris & Mundy, Inc. 1992 - 1996
Education
University of Houston 1988 — 1992
BBA, Finance
University of Houston 1988 — 1992
BBA in Finance, Finance, General
Clay Kendall, CFA Clay Kendall, CFA's Morgan Keegan Experience August 2004 - September 2006
Job Partner WealthPath Investment Advisors/Alderman City of Rogers
Industry Financial Services
Experience
City of Rogers June 2012 - Present
WealthPath Investment Advisors June 2011 - Present
Advisor Alliance September 2006 - June 2011
Morgan Keegan August 2004 - September 2006
Edward Jones Investments January 2003 - August 2004
Arvest Bank January 2000 - December 2002
Skills
401k, Mutual Funds, Stocks, Bonds, Defined Benefit, Estate Planning, Annuities, Tax Strategies, Retirement, Money, Asset, Risk Mitigation, Retirement Planning, IRA's, Pensions, Profit Sharing, Long Term Care, Disability Insurance, Investments, Wealth Management, Deferred Compensation, Financial Planning, Wealth, Roth IRA, ETFs, Wealth Accumulation, ERISA, Employee Benefits, Plan Design, Asset Allocation, Investment Advisory, Trusts, Insurance Planning, Group Benefits, Asset Management, Fixed Income, Asset Protection, Wealth Transfer, Equities, Plan Administration, Portfolio Management, Rollovers
Education
University of Arkansas at Fayetteville 1994 — 1998
Accounting
City of Rogers June 2012 - Present
WealthPath Investment Advisors June 2011 - Present
Advisor Alliance September 2006 - June 2011
Morgan Keegan August 2004 - September 2006
Edward Jones Investments January 2003 - August 2004
Arvest Bank January 2000 - December 2002
Skills
401k, Mutual Funds, Stocks, Bonds, Defined Benefit, Estate Planning, Annuities, Tax Strategies, Retirement, Money, Asset, Risk Mitigation, Retirement Planning, IRA's, Pensions, Profit Sharing, Long Term Care, Disability Insurance, Investments, Wealth Management, Deferred Compensation, Financial Planning, Wealth, Roth IRA, ETFs, Wealth Accumulation, ERISA, Employee Benefits, Plan Design, Asset Allocation, Investment Advisory, Trusts, Insurance Planning, Group Benefits, Asset Management, Fixed Income, Asset Protection, Wealth Transfer, Equities, Plan Administration, Portfolio Management, Rollovers
Education
University of Arkansas at Fayetteville 1994 — 1998
Accounting
Peter Horn's Morgan Keegan Experience September 2010 - April 2012
Job Associate at Soma Capital Partners
Industry Financial Services
Experience
Soma Capital Partners June 2013 - Present
Simpson Housing April 2012 - June 2013
Morgan Keegan September 2010 - April 2012
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Asset Management, Due Diligence, Corporate Finance, Capital Markets, Investment Banking, Equities, Strategic Financial..., Bloomberg, Portfolio Management, Equity Research, Mergers & Acquisitions, Private Equity, Real Estate, Risk Management, Microsoft Excel, DCF, Analysis, Finance, Commercial Real Estate
Education
University of Georgia - Terry College of Business 2006 — 2010
B.B.A., Finance
Soma Capital Partners June 2013 - Present
Simpson Housing April 2012 - June 2013
Morgan Keegan September 2010 - April 2012
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Asset Management, Due Diligence, Corporate Finance, Capital Markets, Investment Banking, Equities, Strategic Financial..., Bloomberg, Portfolio Management, Equity Research, Mergers & Acquisitions, Private Equity, Real Estate, Risk Management, Microsoft Excel, DCF, Analysis, Finance, Commercial Real Estate
Education
University of Georgia - Terry College of Business 2006 — 2010
B.B.A., Finance
Dan Freed, CIMA®, CFP®'s Morgan Keegan Experience December 2007 - March 2011
Job Business Development Recruiting at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services June 2014 - Present
Raymond James Financial Services March 2011 - June 2014
Morgan Keegan December 2007 - March 2011
Morgan Keegan March 2007 - December 2007
Morgan Keegan December 2004 - March 2007
The Southwestern Company May 1992 - August 1996
Skills
Training, Leadership, Sales, Management, Recruiting, Finance, Series 7, Securities, Selling, Wealth Management, Strategic Planning, Investments, Mutual Funds, Series 63, Retirement Planning, Financial Planning, Investment Advisory, Portfolio Management
Education
University of Florida 1990 — 1997
Bachelor of Science, Engineering
Longmeadow High School
Securities Industry Institute
Raymond James Financial Services June 2014 - Present
Raymond James Financial Services March 2011 - June 2014
Morgan Keegan December 2007 - March 2011
Morgan Keegan March 2007 - December 2007
Morgan Keegan December 2004 - March 2007
The Southwestern Company May 1992 - August 1996
Skills
Training, Leadership, Sales, Management, Recruiting, Finance, Series 7, Securities, Selling, Wealth Management, Strategic Planning, Investments, Mutual Funds, Series 63, Retirement Planning, Financial Planning, Investment Advisory, Portfolio Management
Education
University of Florida 1990 — 1997
Bachelor of Science, Engineering
Longmeadow High School
Securities Industry Institute
Sarah E. Rose Sarah E. Rose's Morgan Keegan Experience August 2007 - June 2008
Job Owner at Sarah's Soaps
Industry Consumer Goods
Experience
Sarah's Soaps July 2012 - Present
Premier Designs February 2008 - January 2015
Webster Bank June 2008 - September 2011
Morgan Keegan August 2007 - June 2008
First Tennessee Bank July 2004 - August 2007
Law Offices of Wilder & Saunders October 2002 - April 2004
McDonald Kuhn, PLLC February 2001 - October 2002
Law Office of Wilder & Saunders March 2000 - February 2001
Friedman, Sissman, & Heaton PC June 1999 - January 2000
Skills
AML, Banking, Risk Management, Due Diligence, Fraud, Risk Assessment, Motivated self-starter, Entrepreneurship, Databases, Organization, Accounting, Direct Sales, Analysis, Leadership, Business Analysis, Process Improvement
Education
The University of Memphis 1996 — 2003
Bachelor or Professional Studies, Paralegal Services and Psychology, Cum Laude
Sarah's Soaps July 2012 - Present
Premier Designs February 2008 - January 2015
Webster Bank June 2008 - September 2011
Morgan Keegan August 2007 - June 2008
First Tennessee Bank July 2004 - August 2007
Law Offices of Wilder & Saunders October 2002 - April 2004
McDonald Kuhn, PLLC February 2001 - October 2002
Law Office of Wilder & Saunders March 2000 - February 2001
Friedman, Sissman, & Heaton PC June 1999 - January 2000
Skills
AML, Banking, Risk Management, Due Diligence, Fraud, Risk Assessment, Motivated self-starter, Entrepreneurship, Databases, Organization, Accounting, Direct Sales, Analysis, Leadership, Business Analysis, Process Improvement
Education
The University of Memphis 1996 — 2003
Bachelor or Professional Studies, Paralegal Services and Psychology, Cum Laude
Holly Tu Holly Tu's Morgan Keegan Experience June 2010 - November 2010
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture July 2012 - Present
Google June 2011 - August 2011
Morgan Keegan June 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Valuation, Investment Banking, Teamwork, Research, Analysis, Management Consulting, Business Strategy, Customer Service, Photoshop, Due Diligence, Financial Analysis, Strategy
Education
University of California, Berkeley 2008 — 2012
Joint degree, Business Administration and Applied Mathematics
Columbus Academy 1999 — 2008
Accenture July 2012 - Present
Google June 2011 - August 2011
Morgan Keegan June 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Valuation, Investment Banking, Teamwork, Research, Analysis, Management Consulting, Business Strategy, Customer Service, Photoshop, Due Diligence, Financial Analysis, Strategy
Education
University of California, Berkeley 2008 — 2012
Joint degree, Business Administration and Applied Mathematics
Columbus Academy 1999 — 2008
Elizabeth Forman Elizabeth Forman's Morgan Keegan Experience July 2008 - June 2010
Job Owner of ERF Events
Industry Events Services
Experience
Courtney Teesdale Photography June 2015 - Present
ERF Events August 2014 - Present
Haynsworth Photography June 2011 - January 2013
Morgan Keegan July 2008 - June 2010
Skills
Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Microsoft Publisher, Microsoft Office, Customer Service, Marketing, Fundraising, Outlook, Sales, Financial Services, Research, Social Media, Non-profits, Public Relations, Management, Social Media Marketing, Marketing Communications
Education
University of Alabama 2004 — 2007
Elementary Education and Teaching
Highland Park High School 2000 — 2004
Courtney Teesdale Photography June 2015 - Present
ERF Events August 2014 - Present
Haynsworth Photography June 2011 - January 2013
Morgan Keegan July 2008 - June 2010
Skills
Marketing Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Microsoft Publisher, Microsoft Office, Customer Service, Marketing, Fundraising, Outlook, Sales, Financial Services, Research, Social Media, Non-profits, Public Relations, Management, Social Media Marketing, Marketing Communications
Education
University of Alabama 2004 — 2007
Elementary Education and Teaching
Highland Park High School 2000 — 2004
Caroline Knox Caroline Knox's Morgan Keegan Experience May 2002 - April 2003
Job EVP+CAO at FP1 Strategies, LLC
Industry Public Relations and Communications
Experience
New America July 2013 - April 2015
Campaign to Fix the Debt October 2012 - June 2013
Watson and Knox, Inc. June 2011 - March 2012
Troutman Sanders LLP September 2008 - May 2011
Pritchard & Jerden July 2003 - July 2005
Morgan Keegan May 2002 - April 2003
Education
University of Georgia School of Law 2005 — 2008
JD
University of Georgia - Terry College of Business 1997 — 2001
BBA, Finance and Marketing
New America July 2013 - April 2015
Campaign to Fix the Debt October 2012 - June 2013
Watson and Knox, Inc. June 2011 - March 2012
Troutman Sanders LLP September 2008 - May 2011
Pritchard & Jerden July 2003 - July 2005
Morgan Keegan May 2002 - April 2003
Education
University of Georgia School of Law 2005 — 2008
JD
University of Georgia - Terry College of Business 1997 — 2001
BBA, Finance and Marketing
Aaron Ball, CPA Aaron Ball, CPA's Morgan Keegan Experience May 2010 - August 2010
Job Senior Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - Present
Tyson Foods January 2012 - May 2013
Morgan Keegan May 2010 - August 2010
Skills
Finance, Financial Modeling, Inventory Management, Access, Leadership, Budgets, Sales, Analysis, Bloomberg Terminal, Financial Analysis, Financial Reporting, Financial Accounting, Tax Accounting, Cost Accounting, Fundamental Analysis, Technical Analysis, Mergers & Acquisitions, Consolidated Reporting, Financial Statement..., US GAAP, Bloomberg, Financial Statements, Business Valuation, Financial Statement...
Education
University of Arkansas at Fayetteville 2012 — 2013
Master of Accountancy, Accounting
University of Arkansas at Fayetteville 2008 — 2012
(B.S.) Accounting , Minor: Financial Investments
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - Present
Tyson Foods January 2012 - May 2013
Morgan Keegan May 2010 - August 2010
Skills
Finance, Financial Modeling, Inventory Management, Access, Leadership, Budgets, Sales, Analysis, Bloomberg Terminal, Financial Analysis, Financial Reporting, Financial Accounting, Tax Accounting, Cost Accounting, Fundamental Analysis, Technical Analysis, Mergers & Acquisitions, Consolidated Reporting, Financial Statement..., US GAAP, Bloomberg, Financial Statements, Business Valuation, Financial Statement...
Education
University of Arkansas at Fayetteville 2012 — 2013
Master of Accountancy, Accounting
University of Arkansas at Fayetteville 2008 — 2012
(B.S.) Accounting , Minor: Financial Investments
Jennifer Sizemore's Morgan Keegan Experience June 1996 - October 2001
Job Associate Financial RepFinancial/Retirement Planning
Industry Financial Services
Experience
Northwestern Mutual September 2010 - Present
Keeneland Association October 2007 - October 2010
Morgan Keegan June 1996 - October 2001
Skills
Fixed Annuities, Retirement Planning, Sales, Disability Insurance, Long Term Care Insurance, Investments, Life Insurance, IRAs, Long-term Care, Retirement, Strategic Financial..., Series 7, Wealth Management
Education
University of Kentucky 1986 — 1991
Bachelor, Marketing-Business
Northwestern Mutual September 2010 - Present
Keeneland Association October 2007 - October 2010
Morgan Keegan June 1996 - October 2001
Skills
Fixed Annuities, Retirement Planning, Sales, Disability Insurance, Long Term Care Insurance, Investments, Life Insurance, IRAs, Long-term Care, Retirement, Strategic Financial..., Series 7, Wealth Management
Education
University of Kentucky 1986 — 1991
Bachelor, Marketing-Business
Jonathan Ruykhaver Jonathan Ruykhaver's Morgan Keegan Experience November 2010 - March 2012
Job Managing Director Technology Research Analyst at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Stephens Inc. March 2012 - Present
Morgan Keegan November 2010 - March 2012
ThinkEquity June 2007 - October 2010
Raymond James & Associates, Inc May 2000 - June 2007
SunTrust Equitable Securities 1997 - 2000
Education
Tufts University
BA, Economics
University of Michigan
Finance, Applied Econometrics
Angela Gaeto Angela Gaeto's Morgan Keegan Experience December 2010 - September 2012
Job Asset Liability Analyst at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG September 2012 - Present
Morgan Keegan December 2010 - September 2012
Morgan Keegan May 2009 - December 2010
Morgan Keegan December 2006 - May 2009
Skills
Series 7, Strategic Financial..., Series 63, Bloomberg, Uniform Combined State..., Financial Modeling, Financial Analysis, Finance
Education
University of Dayton 2002 — 2006
Bachelor of Science, Finance
Vining Sparks, IBG September 2012 - Present
Morgan Keegan December 2010 - September 2012
Morgan Keegan May 2009 - December 2010
Morgan Keegan December 2006 - May 2009
Skills
Series 7, Strategic Financial..., Series 63, Bloomberg, Uniform Combined State..., Financial Modeling, Financial Analysis, Finance
Education
University of Dayton 2002 — 2006
Bachelor of Science, Finance
Todd Bevins, CFP®, CPA Todd Bevins, CFP®, CPA's Morgan Keegan Experience July 1999 - April 2012
Job Financial Advisor, Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Keegan July 1999 - April 2012
First American Bank September 1995 - July 1999
Heritage Federal Bank July 1992 - September 1995
Larry D. Sturgill, CPA November 1990 - July 1992
United States Air Force October 1984 - April 1988
Education
The University of Virginia's College at Wise 1988 — 1990
Bachelor's degree in Business Administration, Accounting
Virginia Tech 1981 — 1983
Ameriprise Financial Services, Inc. April 2012 - Present
Morgan Keegan July 1999 - April 2012
First American Bank September 1995 - July 1999
Heritage Federal Bank July 1992 - September 1995
Larry D. Sturgill, CPA November 1990 - July 1992
United States Air Force October 1984 - April 1988
Education
The University of Virginia's College at Wise 1988 — 1990
Bachelor's degree in Business Administration, Accounting
Virginia Tech 1981 — 1983
Rob Pierson Jr. Rob Pierson Jr.'s Morgan Keegan Experience May 2011 - July 2011
Job Investment Banking | Greene Holcomb & Fisher
Industry Financial Services
Experience
Greene Holcomb Fisher July 2012 - Present
Greene Holcomb Fisher June 2012 - July 2012
Morgan Keegan May 2011 - July 2011
Alabama Center for Real Estate January 2011 - April 2011
Skills
Bloomberg, Capital IQ, Investment Banking, Microsoft Excel, Private Equity, LBO, PowerPoint, Microsoft PowerPoint, SalesForce, Salesforce.com, Microsoft Dynamics, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Due Diligence
Education
University of Alabama 2008 — 2012
Bachelor of Science, Finance
Lovett School 1994 — 2008
Greene Holcomb Fisher July 2012 - Present
Greene Holcomb Fisher June 2012 - July 2012
Morgan Keegan May 2011 - July 2011
Alabama Center for Real Estate January 2011 - April 2011
Skills
Bloomberg, Capital IQ, Investment Banking, Microsoft Excel, Private Equity, LBO, PowerPoint, Microsoft PowerPoint, SalesForce, Salesforce.com, Microsoft Dynamics, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Due Diligence
Education
University of Alabama 2008 — 2012
Bachelor of Science, Finance
Lovett School 1994 — 2008
Monica Fullenkamp's Morgan Keegan Experience October 1999 - October 2000
Job Category Development Manager at L'Oréal
Industry Consumer Goods
Experience
L'Oréal November 2010 - Present
PepsiCo March 2006 - November 2010
Goliath Solutions June 2005 - March 2006
Symphony IRI Group October 2000 - June 2005
Morgan Keegan October 1999 - October 2000
Fidelity Investments June 1998 - October 1999
Skills
Customer Insight, IRI, Shopper Marketing, FMCG, Management, Merchandising, Spectra, Nielsen, Analysis, AC Nielsen, Market Research, Marketing Strategy, Analytics, Marketing, Brand Management, Strategic Planning
Education
University of Kentucky 1994 — 1998
BBA Marketing, Marketing
L'Oréal November 2010 - Present
PepsiCo March 2006 - November 2010
Goliath Solutions June 2005 - March 2006
Symphony IRI Group October 2000 - June 2005
Morgan Keegan October 1999 - October 2000
Fidelity Investments June 1998 - October 1999
Skills
Customer Insight, IRI, Shopper Marketing, FMCG, Management, Merchandising, Spectra, Nielsen, Analysis, AC Nielsen, Market Research, Marketing Strategy, Analytics, Marketing, Brand Management, Strategic Planning
Education
University of Kentucky 1994 — 1998
BBA Marketing, Marketing
Ben Walden Ben Walden's Morgan Keegan Experience June 2011 - August 2011
Job Land Development Coordinator at Edward Andrews Homes
Industry Construction
Experience
Edward Andrews Homes July 2015 - Present
Edward Andrews Homes February 2014 - Present
SG Contracting, Inc. December 2012 - February 2014
Morgan Keegan June 2011 - August 2011
University of Alabama August 2010 - May 2011
Buckhead Uniforms January 2008 - August 2008
McAlister’s Deli April 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Statistics, PowerPoint, Finance, Microsoft Word, Social Media, Financial Modeling, Accounting, Financial Analysis, Real Estate Finance
Education
University of Alabama 2008 — 2012
Bachelor's degree, Finance, General
University of Alabama 2008 — 2012
Bachelor of Science, Commerce and Business Administration; Real Estate and Finance
Edward Andrews Homes July 2015 - Present
Edward Andrews Homes February 2014 - Present
SG Contracting, Inc. December 2012 - February 2014
Morgan Keegan June 2011 - August 2011
University of Alabama August 2010 - May 2011
Buckhead Uniforms January 2008 - August 2008
McAlister’s Deli April 2007 - December 2007
Skills
Microsoft Excel, Microsoft Office, Statistics, PowerPoint, Finance, Microsoft Word, Social Media, Financial Modeling, Accounting, Financial Analysis, Real Estate Finance
Education
University of Alabama 2008 — 2012
Bachelor's degree, Finance, General
University of Alabama 2008 — 2012
Bachelor of Science, Commerce and Business Administration; Real Estate and Finance
Bradley Cothren Bradley Cothren's Morgan Keegan Experience August 2009 - December 2009
Job Sr Financial Analyst Home Depot BDT at The Scotts MiracleGro Company
Industry Consumer Goods
Experience
The Scotts Miracle-Gro Company January 2015 - Present
McKesson August 2013 - December 2014
Lockheed Martin July 2011 - August 2013
Lockheed Martin Corporation November 2010 - July 2011
University of Alabama Alumni Association February 2008 - April 2010
Morgan Keegan August 2009 - December 2009
Skills
Microsoft Excel, Hyperion Planning, PeopleSoft, SAP, Financial Analysis, Forecasting, Einstein, Risk Management, Process Improvement, Accounting, Budgeting, Microsoft Office, Budgets, Management, Financial Reporting, Financial Modeling, Access, Variance Analysis
Education
University of Alabama 2006 — 2010
Bachelor of Science, Finance, Investment Management
The Scotts Miracle-Gro Company January 2015 - Present
McKesson August 2013 - December 2014
Lockheed Martin July 2011 - August 2013
Lockheed Martin Corporation November 2010 - July 2011
University of Alabama Alumni Association February 2008 - April 2010
Morgan Keegan August 2009 - December 2009
Skills
Microsoft Excel, Hyperion Planning, PeopleSoft, SAP, Financial Analysis, Forecasting, Einstein, Risk Management, Process Improvement, Accounting, Budgeting, Microsoft Office, Budgets, Management, Financial Reporting, Financial Modeling, Access, Variance Analysis
Education
University of Alabama 2006 — 2010
Bachelor of Science, Finance, Investment Management
Amanda Pilcher, CAMS Amanda Pilcher, CAMS's Morgan Keegan Experience 2007 - 2009
Job OFAC/ FCPA Officer at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2013 - Present
Wunderlich Securities August 2009 - April 2013
Morgan Keegan 2007 - 2009
AmSouth Bank 2000 - 2007
Skills
Series 7, Series 24, Series 63, Series 4, Series 53, Series 27, Series 9, Series 10, Investment Advisor..., FINRA
Education
University of Iowa
Bachelor of Science, Biology, Mathematics
Raymond James Financial Inc. May 2013 - Present
Wunderlich Securities August 2009 - April 2013
Morgan Keegan 2007 - 2009
AmSouth Bank 2000 - 2007
Skills
Series 7, Series 24, Series 63, Series 4, Series 53, Series 27, Series 9, Series 10, Investment Advisor..., FINRA
Education
University of Iowa
Bachelor of Science, Biology, Mathematics
Tina Shaw Tina Shaw's Morgan Keegan Experience January 1997 - March 2001
Job Senior Manager, Operational Risk & Privacy at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Regions Morgan Keegan October 2007 - March 2012
Regions Morgan Keegan April 2001 - September 2007
Morgan Keegan January 1997 - March 2001
Ernst & Young August 1994 - January 1997
Education
The University of Memphis 1989 — 1994
BBA, Accounting
Raymond James Financial Inc. April 2012 - Present
Regions Morgan Keegan October 2007 - March 2012
Regions Morgan Keegan April 2001 - September 2007
Morgan Keegan January 1997 - March 2001
Ernst & Young August 1994 - January 1997
Education
The University of Memphis 1989 — 1994
BBA, Accounting
Craig McPherson, CFP®, CIMA® Craig McPherson, CFP®, CIMA®'s Morgan Keegan Experience April 2009 - October 2011
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. October 2011 - Present
Morgan Keegan April 2009 - October 2011
Banc of America Investments Services, Inc. March 2003 - April 2009
Education
University of Alabama 1997 — 2001
Bachelor of Science (B.S.), Finance and Economics
Wells Fargo Advisors, LLC. October 2011 - Present
Morgan Keegan April 2009 - October 2011
Banc of America Investments Services, Inc. March 2003 - April 2009
Education
University of Alabama 1997 — 2001
Bachelor of Science (B.S.), Finance and Economics
Timothy Annee's Morgan Keegan Experience 2004 - 2006
Job Investment Advisor at Logan Lavelle & Hunt
Industry Financial Services
Experience
Logan Lavelle Hunt Insurance & Wealth Management May 2015 - Present
Thrivent Financial for Lutherans February 2013 - February 2014
Waddell & Reed October 2012 - February 2013
Thurston Springer June 2011 - February 2013
PNC December 2009 - June 2011
Huntington National Bank March 2005 - October 2009
Morgan Keegan 2004 - 2006
Chase 2000 - 2004
Bank One 2000 - 2002
Indiana Farm Bureau Insurance 1990 - 1993
Skills
Banking, High Net Worth..., Strategic Financial..., Asset Managment, Recruiting, Management, Sales, Series 65, PowerPoint, Uniform Combined State..., Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, College Education..., Permanent Life Insurance, Holistic Financial..., 401k Rollovers, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds, Estate Planning, Wealth, Series 6, Financial Planners, Life Insurance, Risk Management, Investment Advisory, Financial Services, Insurance, Securities, Financial Planning
Education
University of Indianapolis 1985 — 1989
Bachelor of Science (BS), Secondary Education and Teaching
Roncalli High School / Catholic 1982 — 1985
GED, High School
Logan Lavelle Hunt Insurance & Wealth Management May 2015 - Present
Thrivent Financial for Lutherans February 2013 - February 2014
Waddell & Reed October 2012 - February 2013
Thurston Springer June 2011 - February 2013
PNC December 2009 - June 2011
Huntington National Bank March 2005 - October 2009
Morgan Keegan 2004 - 2006
Chase 2000 - 2004
Bank One 2000 - 2002
Indiana Farm Bureau Insurance 1990 - 1993
Skills
Banking, High Net Worth..., Strategic Financial..., Asset Managment, Recruiting, Management, Sales, Series 65, PowerPoint, Uniform Combined State..., Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, College Education..., Permanent Life Insurance, Holistic Financial..., 401k Rollovers, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds, Estate Planning, Wealth, Series 6, Financial Planners, Life Insurance, Risk Management, Investment Advisory, Financial Services, Insurance, Securities, Financial Planning
Education
University of Indianapolis 1985 — 1989
Bachelor of Science (BS), Secondary Education and Teaching
Roncalli High School / Catholic 1982 — 1985
GED, High School
John Randle Anthony John Randle Anthony's Morgan Keegan Experience September 2011 - December 2011
Job Manager, Operations Finance Engineering at CSX
Industry Transportation/Trucking/Railroad
Experience
CSX January 2015 - Present
CSX January 2014 - Present
CSX January 2014 - December 2014
CSX July 2013 - December 2013
CSX May 2012 - August 2012
Grubb & Ellis January 2012 - May 2012
Morgan Keegan September 2011 - December 2011
Skills
Leadership, Microsoft Excel, Analysis, Investments, Real Estate, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Social Media, Valuation, Economics, Event Planning, Data Analysis, Time Management, Marketing, Facebook, Market Research, Budgets, Access, Corporate Finance, Customer Service, Strategic Planning
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General; Real Estate
CSX January 2015 - Present
CSX January 2014 - Present
CSX January 2014 - December 2014
CSX July 2013 - December 2013
CSX May 2012 - August 2012
Grubb & Ellis January 2012 - May 2012
Morgan Keegan September 2011 - December 2011
Skills
Leadership, Microsoft Excel, Analysis, Investments, Real Estate, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Social Media, Valuation, Economics, Event Planning, Data Analysis, Time Management, Marketing, Facebook, Market Research, Budgets, Access, Corporate Finance, Customer Service, Strategic Planning
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General; Real Estate
Brent Crabb Brent Crabb's Morgan Keegan Experience June 2011 - August 2012
Job Equity Trader at ProEquities
Industry Financial Services
Experience
ProEquities March 2013 - Present
ProEquities October 2012 - March 2013
Morgan Keegan June 2011 - August 2012
Skills
Series 7, Series 66, Alabama Life and Health...
Education
University of Alabama at Birmingham 2013 — 2014
Masters of Business Administration (M.B.A.), Finance, General
University of Alabama 2007 — 2011
Bachelors of Science (BS), Finance and Management
The Montgomery Academy 2003 — 2007
High School
ProEquities March 2013 - Present
ProEquities October 2012 - March 2013
Morgan Keegan June 2011 - August 2012
Skills
Series 7, Series 66, Alabama Life and Health...
Education
University of Alabama at Birmingham 2013 — 2014
Masters of Business Administration (M.B.A.), Finance, General
University of Alabama 2007 — 2011
Bachelors of Science (BS), Finance and Management
The Montgomery Academy 2003 — 2007
High School
Krishnan Varier Krishnan Varier's Morgan Keegan Experience October 2010 - April 2011
Job Associate at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2014 - Present
Health Care REIT March 2013 - June 2013
Bank of America Merrill Lynch May 2011 - August 2012
Morgan Keegan October 2010 - April 2011
Bank of America September 2006 - August 2008
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Business Valuation, LBO, Capital Markets, DCF, Series 63, Financial Advisory, Financial Services, Capital IQ, Bloomberg, Proposal Writing, Mergers, Strategy, Finance, Private Equity, Equities, Corporate Finance, Portfolio Management, Emerging Markets, Series 7, Hedge Funds, Equity Research, Treasury Management, Analysis, Trading, Asset Management, Fixed Income, Microsoft Excel, Real Estate, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance, Investment Management
The University of Texas at Austin 1997 — 2001
Bachelor of Arts, Economics, Business Concentration
Cowen and Company June 2014 - Present
Health Care REIT March 2013 - June 2013
Bank of America Merrill Lynch May 2011 - August 2012
Morgan Keegan October 2010 - April 2011
Bank of America September 2006 - August 2008
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Business Valuation, LBO, Capital Markets, DCF, Series 63, Financial Advisory, Financial Services, Capital IQ, Bloomberg, Proposal Writing, Mergers, Strategy, Finance, Private Equity, Equities, Corporate Finance, Portfolio Management, Emerging Markets, Series 7, Hedge Funds, Equity Research, Treasury Management, Analysis, Trading, Asset Management, Fixed Income, Microsoft Excel, Real Estate, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance, Investment Management
The University of Texas at Austin 1997 — 2001
Bachelor of Arts, Economics, Business Concentration
Reese Henson Reese Henson's Morgan Keegan Experience August 2010 - December 2010
Job Commercial Banking Associate at The PrivateBank
Industry Banking
Experience
The PrivateBank October 2015 - Present
The PrivateBank December 2013 - Present
Renasant Bank August 2013 - November 2013
Renasant Bank November 2011 - July 2013
Morgan Keegan August 2010 - December 2010
Cove Pharmacy May 2004 - January 2008
Skills
Commercial Banking, Financial Modeling, Underwriting, Structured Finance, Leveraged Finance, Financial Analysis, Middle Market, Mergers & Acquisitions, Syndications, Credit, Financial Reporting, Private Equity, Data Analysis, Business Development, Microsoft Excel, Account Management, Leadership
Education
University of Alabama 2006 — 2011
Bachelor of Science in Commerce and Business Administration, Finance & Economics
Huntsville High School 2002 — 2006
The PrivateBank October 2015 - Present
The PrivateBank December 2013 - Present
Renasant Bank August 2013 - November 2013
Renasant Bank November 2011 - July 2013
Morgan Keegan August 2010 - December 2010
Cove Pharmacy May 2004 - January 2008
Skills
Commercial Banking, Financial Modeling, Underwriting, Structured Finance, Leveraged Finance, Financial Analysis, Middle Market, Mergers & Acquisitions, Syndications, Credit, Financial Reporting, Private Equity, Data Analysis, Business Development, Microsoft Excel, Account Management, Leadership
Education
University of Alabama 2006 — 2011
Bachelor of Science in Commerce and Business Administration, Finance & Economics
Huntsville High School 2002 — 2006
Andrew O'Fee's Morgan Keegan Experience March 2003 - May 2004
Job Crump Mortgage NMLS #161130 Co. ID #77047
Industry Banking
Experience
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
Crump Mortgage February 2009 - Present
Duncan-Williams, Inc. August 2005 - December 2007
BOK Financial January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Fort Lee Fire Department September 1983 - September 1993
Skills
First Time Home Buyers, Market Analysis, Refinance, FHA, USDA, Rates, Real Estate, Loans, Loan Origination, Bonds, Mortgage Lending, Residential Mortgages, Mortgage Marketing, Mortgage Banking, FNMA, FHLMC, Veterans Administration, Agency MBS, MBS, Credit, Credit Scoring, Fixed Rate Mortgages, Fixed Income, VA loans, Residential Homes, Credit Analysis, Sellers, HUD, Underwriting, Real Estate Financing, Securities, Trading, Structured Products, Property, Real Estate Economics, Foreclosures, Investors, Investment Properties, Investments, REO, Portfolio Management, Series 63, Series 7, Asset Management, VA Loans, FHA Financing
Education
University of Delaware 1983 — 1987
BA, International Business Relations
Fort Lee High School, Fort Lee, NJ 1980 — 1983
Rick Lorence Rick Lorence's Morgan Keegan Experience 2003 - 2005
Job Investment Advisor at WealthPath Investment Advisors
Industry Investment Management
Experience
WealthPath Investment Advisors June 2013 - Present
PHE PTA 2013 - 2014
Investment Professionals, Inc. 2010 - June 2013
First Security Bank 2005 - 2010
Morgan Keegan 2003 - 2005
Rose Care, Inc. 1982 - 2003
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, IRAs, Finance, Estate Planning, Portfolio Management, Series 7, Retirement, Banking, Strategic Financial..., Financial Analysis, Asset Management, Securities, Asset Allocation, Financial Planning, Investment Strategies, Fixed Annuities, Insurance, Asset Managment, Customer Service, Leadership, Financial Advisory, Financial Services
Education
University of Arkansas School of Law, Fayetteville 1987 — 1990
J.D.
University of Arkansas 1982 — 1986
BSBA, JD, Business
WealthPath Investment Advisors June 2013 - Present
PHE PTA 2013 - 2014
Investment Professionals, Inc. 2010 - June 2013
First Security Bank 2005 - 2010
Morgan Keegan 2003 - 2005
Rose Care, Inc. 1982 - 2003
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, IRAs, Finance, Estate Planning, Portfolio Management, Series 7, Retirement, Banking, Strategic Financial..., Financial Analysis, Asset Management, Securities, Asset Allocation, Financial Planning, Investment Strategies, Fixed Annuities, Insurance, Asset Managment, Customer Service, Leadership, Financial Advisory, Financial Services
Education
University of Arkansas School of Law, Fayetteville 1987 — 1990
J.D.
University of Arkansas 1982 — 1986
BSBA, JD, Business
Yvar Geerman Yvar Geerman's Morgan Keegan Experience June 2009 - August 2009
Job Front Desk Supervisor at Crowne Plaza® Hotels & Resorts
Industry Banking
Experience
Crowne Plaza® Hotels & Resorts April 2015 - August 2015
Crowne Plaza® Hotels & Resorts November 2014 - April 2015
Holiday Inn October 2013 - April 2014
Holiday Inn West Little Rock May 2013 - October 2013
University of Central Missouri January 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
UCA: Torreyson Library October 2006 - May 2011
Morgan Keegan June 2009 - August 2009
Education
University of Central Missouri 2011 — 2013
Master of Science, Industrial Management
University of Central Arkansas 2006 — 2010
dual degree, Business Administration and Spanish
Crowne Plaza® Hotels & Resorts April 2015 - August 2015
Crowne Plaza® Hotels & Resorts November 2014 - April 2015
Holiday Inn October 2013 - April 2014
Holiday Inn West Little Rock May 2013 - October 2013
University of Central Missouri January 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - August 2011
UCA: Torreyson Library October 2006 - May 2011
Morgan Keegan June 2009 - August 2009
Education
University of Central Missouri 2011 — 2013
Master of Science, Industrial Management
University of Central Arkansas 2006 — 2010
dual degree, Business Administration and Spanish
Ashley Duncan's Morgan Keegan Experience April 2002 - July 2004
Job Sr. Manager Finance Payment Acceptance at Amazon
Industry Internet
Experience
Amazon May 2015 - Present
Capital One October 2010 - April 2015
Capital One May 2006 - September 2010
Morgan Keegan April 2002 - July 2004
Skills
Financial Modeling, Forecasting, Financial Reporting, Strategic Financial..., Finance, NPV, Project Management, Analysis, Banking, Management, Portfolio Management, Project Planning, Budgets, Leadership, Analytics, Mergers, Activity Based Costing, Pricing Analysis, Customer Profitability, Business Profitability, Cost Allocation, Business Strategy, Business Case Modelling, Corporate Finance, People Development, Hyperion Financial..., Tableau, Microsoft Office, Oracle Database, Oracle Applications, Think Tank, Team Building, Communication, Critical Thinking, Influence Others, Financial Analysis
Education
University of Miami - School of Business 2004 — 2006
MBA, Finance
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Finance, Magna Cum Laude
Amazon May 2015 - Present
Capital One October 2010 - April 2015
Capital One May 2006 - September 2010
Morgan Keegan April 2002 - July 2004
Skills
Financial Modeling, Forecasting, Financial Reporting, Strategic Financial..., Finance, NPV, Project Management, Analysis, Banking, Management, Portfolio Management, Project Planning, Budgets, Leadership, Analytics, Mergers, Activity Based Costing, Pricing Analysis, Customer Profitability, Business Profitability, Cost Allocation, Business Strategy, Business Case Modelling, Corporate Finance, People Development, Hyperion Financial..., Tableau, Microsoft Office, Oracle Database, Oracle Applications, Think Tank, Team Building, Communication, Critical Thinking, Influence Others, Financial Analysis
Education
University of Miami - School of Business 2004 — 2006
MBA, Finance
Tulane University - A.B. Freeman School of Business 1998 — 2002
BSM, Finance, Magna Cum Laude
Gene Pospicil, CFP(R) Gene Pospicil, CFP(R)'s Morgan Keegan Experience April 1989 - July 2004
Job Owner FSGan Independent Firm, Branch Manager, RJFSHuntsville, AL
Industry Financial Services
Experience
Financial Strategies Group, LLC July 2004 - Present
Asbury United Methodist Church 1995 - Present
Limestone KAIROS Advisory Council January 2008 - Present
Madison Chamber of Commerce 2006 - 2009
Morgan Keegan April 1989 - July 2004
U.S. Space & Rocket Center 1987 - 1995
Boys and Girls Clubs October 1982 - September 1992
Dean Witter Reynolds (now Morgan Stanley) July 1980 - April 1989
U.S. Army Corps of Engineers May 1970 - July 1980
Skills
Fundraising, Non-profits, Coaching, Team Building, Social Media, Public Relations, Leadership, Event Planning, Retirement, Management, Executive Management, Social Media Marketing, Government
Education
University of Southern Mississippi 1967 — 1970
BS, Political Science, Dean's list
Financial Strategies Group, LLC July 2004 - Present
Asbury United Methodist Church 1995 - Present
Limestone KAIROS Advisory Council January 2008 - Present
Madison Chamber of Commerce 2006 - 2009
Morgan Keegan April 1989 - July 2004
U.S. Space & Rocket Center 1987 - 1995
Boys and Girls Clubs October 1982 - September 1992
Dean Witter Reynolds (now Morgan Stanley) July 1980 - April 1989
U.S. Army Corps of Engineers May 1970 - July 1980
Skills
Fundraising, Non-profits, Coaching, Team Building, Social Media, Public Relations, Leadership, Event Planning, Retirement, Management, Executive Management, Social Media Marketing, Government
Education
University of Southern Mississippi 1967 — 1970
BS, Political Science, Dean's list
Conner McCabe Conner McCabe's Morgan Keegan Experience May 2011 - August 2011
Job Business Development at New Capital Partners
Industry Venture Capital & Private Equity
Experience
New Capital Partners August 2014 - Present
Sterne Agee May 2012 - August 2014
Morgan Keegan May 2011 - August 2011
Morgan Asset Management 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Quantitative Analysis, Excel, PowerPoint, Microsoft Excel, Quantitative Analytics, Equities, Portfolio Management, Bloomberg Terminal, Investments, Due Diligence, Analysis, Equity Research, Strategy, Investment Banking, Economics
Education
University of Alabama 2008 — 2012
BS, Finance, Investment Management
University of Alabama 2010 — 2012
Culverhouse Investment Management Group
New Capital Partners August 2014 - Present
Sterne Agee May 2012 - August 2014
Morgan Keegan May 2011 - August 2011
Morgan Asset Management 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Quantitative Analysis, Excel, PowerPoint, Microsoft Excel, Quantitative Analytics, Equities, Portfolio Management, Bloomberg Terminal, Investments, Due Diligence, Analysis, Equity Research, Strategy, Investment Banking, Economics
Education
University of Alabama 2008 — 2012
BS, Finance, Investment Management
University of Alabama 2010 — 2012
Culverhouse Investment Management Group
Brandon Thrasher Brandon Thrasher's Morgan Keegan Experience August 2008 - December 2008
Job Associate at Deutsche Bank
Industry Banking
Experience
Deutsche Bank May 2014 - Present
DNB Bank January 2014 - May 2014
DNB Bank December 2009 - December 2013
Morgan Keegan August 2008 - December 2008
Skills
Credit Analysis, Financial Modeling, Portfolio Management, Commercial Banking, Energy
Education
University of Houston, C.T. Bauer College of Business
Master of Science, Finance
University of Alabama
Bachelor of Science in Commerce and Business Administration, Finance
Deutsche Bank May 2014 - Present
DNB Bank January 2014 - May 2014
DNB Bank December 2009 - December 2013
Morgan Keegan August 2008 - December 2008
Skills
Credit Analysis, Financial Modeling, Portfolio Management, Commercial Banking, Energy
Education
University of Houston, C.T. Bauer College of Business
Master of Science, Finance
University of Alabama
Bachelor of Science in Commerce and Business Administration, Finance
Leland Sykes Leland Sykes's Morgan Keegan Experience January 1992 - July 1998
Job sourcing partner for apparel and soft goods
Industry Sporting Goods
Experience
SS Trading Co. LLC May 2010 - Present
Natural Gear June 1998 - May 2010
Morgan Keegan January 1992 - July 1998
Skills
Strategic Planning, Marketing Strategy, Product Development, Marketing, Sales Management, Retail, New Business Development, Sales, Negotiation, Team Building, Customer Service, Merchandising, Advertising, Sports, Pricing, Forecasting, Product Marketing, Brand Development, Brand Management, Trade Shows, Private Label, P&L Management, Market Planning, Footwear, Inventory Management, Consumer Products, Apparel, P&L, E-commerce, Profit, Wholesale, Management, Competitive Analysis, Purchasing, Global Sourcing, Visual Merchandising, Product Management, Trend Analysis, Strategy, Sales Operations, Multi-channel Retail, Sourcing, CPFR, Fashion, Textiles, Cross-functional Team..., Sportswear, International Sales, Marketing Management, Supply Chain
Education
University of Arkansas at Fayetteville 1973 — 1977
Bachelor of Science (BS), Finance and Banking
Lockesburg High School
SS Trading Co. LLC May 2010 - Present
Natural Gear June 1998 - May 2010
Morgan Keegan January 1992 - July 1998
Skills
Strategic Planning, Marketing Strategy, Product Development, Marketing, Sales Management, Retail, New Business Development, Sales, Negotiation, Team Building, Customer Service, Merchandising, Advertising, Sports, Pricing, Forecasting, Product Marketing, Brand Development, Brand Management, Trade Shows, Private Label, P&L Management, Market Planning, Footwear, Inventory Management, Consumer Products, Apparel, P&L, E-commerce, Profit, Wholesale, Management, Competitive Analysis, Purchasing, Global Sourcing, Visual Merchandising, Product Management, Trend Analysis, Strategy, Sales Operations, Multi-channel Retail, Sourcing, CPFR, Fashion, Textiles, Cross-functional Team..., Sportswear, International Sales, Marketing Management, Supply Chain
Education
University of Arkansas at Fayetteville 1973 — 1977
Bachelor of Science (BS), Finance and Banking
Lockesburg High School
Heard Stoddard Heard Stoddard's Morgan Keegan Experience October 1992 - May 2001
Job Senior Vice President at Wunderlich
Industry Financial Services
Experience
Wunderlich Securities November 2006 - Present
Wachovia Securities July 2003 - October 2006
Prudential Financial May 2001 - July 2003
Morgan Keegan October 1992 - May 2001
Skills
Investment Strategies
Education
University of Arkansas at Fayetteville 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (BS), Economics
Wunderlich Securities November 2006 - Present
Wachovia Securities July 2003 - October 2006
Prudential Financial May 2001 - July 2003
Morgan Keegan October 1992 - May 2001
Skills
Investment Strategies
Education
University of Arkansas at Fayetteville 1990 — 1992
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (BS), Economics
Robert D. Blackford Robert D. Blackford's Morgan Keegan Experience March 1998 - May 2008
Job Partner, CPB Group of Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
Morgan Keegan March 1998 - May 2008
Principal Financial Securities. Inc. June 1995 - March 1998
Education
University of Arkansas 1990 — 1995
Bachelor of Science in Business Administration, Financial Management
Raymond James May 2008 - Present
Morgan Keegan March 1998 - May 2008
Principal Financial Securities. Inc. June 1995 - March 1998
Education
University of Arkansas 1990 — 1995
Bachelor of Science in Business Administration, Financial Management
Amy Hendrickson Amy Hendrickson's Morgan Keegan Experience August 2009 - December 2009
Job Student at University of Alabama at Birmingham
Industry Medical Practice
Experience
University of Alabama at Birmingham June 2012 - Present
Retirement Systems of Alabama November 2010 - February 2012
Morgan Keegan August 2009 - December 2009
Skills
Investments, Bloomberg, Market Research
Education
University of Alabama at Birmingham 2012 — 2014
Pre-Medicine/Pre-Medical Studies
University of Alabama, Manderson Graduate School of Business 2009 — 2010
Master of Science, Finance, Economics
University of Alabama 2006 — 2010
Bachelor of Science, Finance, Economics
University of Alabama at Birmingham June 2012 - Present
Retirement Systems of Alabama November 2010 - February 2012
Morgan Keegan August 2009 - December 2009
Skills
Investments, Bloomberg, Market Research
Education
University of Alabama at Birmingham 2012 — 2014
Pre-Medicine/Pre-Medical Studies
University of Alabama, Manderson Graduate School of Business 2009 — 2010
Master of Science, Finance, Economics
University of Alabama 2006 — 2010
Bachelor of Science, Finance, Economics
Jacob Shelton Jacob Shelton's Morgan Keegan Experience November 2006 - August 2009
Job Farmer Services at Farm Bureau Insurance of Tennessee
Industry Financial Services
Experience
Farm Bureau Insurance of Tennessee September 2012 - Present
Morgan Stanley July 2010 - May 2012
First State Bank/ LPL Financial August 2009 - July 2010
Morgan Keegan November 2006 - August 2009
Morgan Keegan August 2005 - November 2006
Skills
Small Business, Financial Services, Retirement Planning, Sales Presentations, New Business Development, Series 7, B2B, Insurance, Investments, Portfolio Management, Sales, Finance, Fixed Annuities, Retirement, IRAs, Financial Analysis, Risk Management, Strategic Financial..., Leadership, Selling, Sales Operations, Sales Management
Education
Union University 2001 — 2005
Bachelor of Science in Business Administration, Management/Marketing
Farm Bureau Insurance of Tennessee September 2012 - Present
Morgan Stanley July 2010 - May 2012
First State Bank/ LPL Financial August 2009 - July 2010
Morgan Keegan November 2006 - August 2009
Morgan Keegan August 2005 - November 2006
Skills
Small Business, Financial Services, Retirement Planning, Sales Presentations, New Business Development, Series 7, B2B, Insurance, Investments, Portfolio Management, Sales, Finance, Fixed Annuities, Retirement, IRAs, Financial Analysis, Risk Management, Strategic Financial..., Leadership, Selling, Sales Operations, Sales Management
Education
Union University 2001 — 2005
Bachelor of Science in Business Administration, Management/Marketing
Ted Donaldson Ted Donaldson's Morgan Keegan Experience October 1982 - February 1998
Job Sr. V.P. at FTN Financial
Industry Financial Services
Experience
FTN Financial February 1998 - Present
Morgan Keegan October 1982 - February 1998
Carty & Co. July 1977 - October 1982
Skills
Fixed Income Products
Education
The University of Memphis 1972 — 1976
Bachelor of Science, Business Administration
FTN Financial February 1998 - Present
Morgan Keegan October 1982 - February 1998
Carty & Co. July 1977 - October 1982
Skills
Fixed Income Products
Education
The University of Memphis 1972 — 1976
Bachelor of Science, Business Administration
Danny Tran Danny Tran's Morgan Keegan Experience June 2010 - August 2010
Job Replenishment Manager III at Walmart
Industry Retail
Experience
Walmart June 2015 - Present
Walmart November 2013 - June 2015
Walmart October 2012 - November 2013
Walmart June 2012 - December 2012
Walmart August 2011 - June 2012
Clement Financial Services January 2011 - June 2011
Morgan Keegan June 2010 - August 2010
Skills
Inventory Management, Forecasting, Retail, Supply Chain, Merchandising, CPFR, Grocery, Training, Profit, Store Management, P, Inventory Control, Demand Planning, Wal-Mart, Management
Education
University of Arkansas at Fayetteville 2007 — 2011
Finance, Financial Management/Investments
Walmart June 2015 - Present
Walmart November 2013 - June 2015
Walmart October 2012 - November 2013
Walmart June 2012 - December 2012
Walmart August 2011 - June 2012
Clement Financial Services January 2011 - June 2011
Morgan Keegan June 2010 - August 2010
Skills
Inventory Management, Forecasting, Retail, Supply Chain, Merchandising, CPFR, Grocery, Training, Profit, Store Management, P, Inventory Control, Demand Planning, Wal-Mart, Management
Education
University of Arkansas at Fayetteville 2007 — 2011
Finance, Financial Management/Investments
Paul Burd's Morgan Keegan Experience October 1987 - February 2013
Job Managing Director at Raymond James Investment Services
Industry Financial Services
Experience
Raymond James Investment Services February 2013 - Present
Morgan Keegan October 1987 - February 2013
Education
University of Kentucky 1971 — 1976
Bachelor's Degree, Accounting
Father Ryan High School 1967 — 1971
Raymond James Investment Services February 2013 - Present
Morgan Keegan October 1987 - February 2013
Education
University of Kentucky 1971 — 1976
Bachelor's Degree, Accounting
Father Ryan High School 1967 — 1971
Clifton Ladd Clifton Ladd's Morgan Keegan Experience 2009 - February 2013
Job Senior Vice President, Investments / Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James February 2013 - Present
Morgan Keegan 2009 - February 2013
Smith Barney May 1983 - February 2009
Education
University of Arkansas 1978 — 1982
Bachelor of Science (B.S.), Marketing
University of Arkansas 1977 — 1982
BSBA, Marketing
Raymond James February 2013 - Present
Morgan Keegan 2009 - February 2013
Smith Barney May 1983 - February 2009
Education
University of Arkansas 1978 — 1982
Bachelor of Science (B.S.), Marketing
University of Arkansas 1977 — 1982
BSBA, Marketing
Will Peter Will Peter's Morgan Keegan Experience July 2004 - January 2011
Job Managing Director at Asset Preservation Advisors
Industry Computer Software
Experience
Asset Preservation Advisors March 2015 - Present
Punchh Inc. October 2013 - June 2014
Nautilus Capital January 2011 - May 2013
Morgan Keegan July 2004 - January 2011
Bank of America August 2000 - June 2004
Skills
SaaS, Big Data, CRM, Social Media Marketing, Social Media, Cloud Computing, Capital Markets, Equities, Series 63, Series 7, Equity Research
Education
University of Colorado Boulder 1984 — 1988
economics, sociology
Asset Preservation Advisors March 2015 - Present
Punchh Inc. October 2013 - June 2014
Nautilus Capital January 2011 - May 2013
Morgan Keegan July 2004 - January 2011
Bank of America August 2000 - June 2004
Skills
SaaS, Big Data, CRM, Social Media Marketing, Social Media, Cloud Computing, Capital Markets, Equities, Series 63, Series 7, Equity Research
Education
University of Colorado Boulder 1984 — 1988
economics, sociology
Bill Fugitt Bill Fugitt's Morgan Keegan Experience August 2011 - December 2011
Job Investment Banking Senior Analyst at Stephens Inc
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Rebsamen Trust Portfolio Management August 2012 - May 2013
Tyson Foods January 2012 - May 2013
Arvest Fixed Income Fund August 2011 - June 2012
Morgan Keegan August 2011 - December 2011
United States Marine Corps 2005 - 2009
Skills
Bloomberg, Access, Bloomberg Terminal, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Outlook, Investments, Research, Leadership, Microsoft Excel, Analysis, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of Arkansas at Fayetteville 2009 — 2013
Finnance & Accounting
Stephens Inc. June 2013 - Present
Rebsamen Trust Portfolio Management August 2012 - May 2013
Tyson Foods January 2012 - May 2013
Arvest Fixed Income Fund August 2011 - June 2012
Morgan Keegan August 2011 - December 2011
United States Marine Corps 2005 - 2009
Skills
Bloomberg, Access, Bloomberg Terminal, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Outlook, Investments, Research, Leadership, Microsoft Excel, Analysis, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of Arkansas at Fayetteville 2009 — 2013
Finnance & Accounting
Bill Glenn Bill Glenn's Morgan Keegan Experience July 2010 - July 2012
Job Senior Associate at Fulcrum Equity Partners, Inc.
Industry Venture Capital & Private Equity
Experience
Fulcrum Equity Partners, Inc. July 2014 - Present
Fulcrum Equity Partners, Inc. July 2012 - July 2014
Morgan Keegan July 2010 - July 2012
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Private Equity, Venture Capital, Equities, Corporate Finance, Due Diligence, LBO, Securities, Investments
Education
University of Georgia - Terry College of Business
Bachelor of Science (BS), Finance, General
Fulcrum Equity Partners, Inc. July 2014 - Present
Fulcrum Equity Partners, Inc. July 2012 - July 2014
Morgan Keegan July 2010 - July 2012
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Private Equity, Venture Capital, Equities, Corporate Finance, Due Diligence, LBO, Securities, Investments
Education
University of Georgia - Terry College of Business
Bachelor of Science (BS), Finance, General
Tucker Lopez CFP® Tucker Lopez CFP®'s Morgan Keegan Experience October 2009 - October 2011
Job Vice President, Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
Morgan Keegan October 2009 - October 2011
Colonial Brokerage April 2006 - October 2009
SouthTrust/Wachovia Securities September 2002 - April 2006
FirstUnion/Wachovia December 1998 - September 2002
Education
University of Florida 1981 — 1983
BS, Computer Information Sciences
Morgan Keegan October 2009 - October 2011
Colonial Brokerage April 2006 - October 2009
SouthTrust/Wachovia Securities September 2002 - April 2006
FirstUnion/Wachovia December 1998 - September 2002
Education
University of Florida 1981 — 1983
BS, Computer Information Sciences
Bill Precious's Morgan Keegan Experience September 2007 - August 2011
Job Financial Analyst / Producer
Industry Financial Services
Experience
Smith Manus Surety Bonds August 2011 - Present
Self Employed August 2011 - April 2012
Morgan Keegan September 2007 - August 2011
New Covenant Trust Company September 2003 - September 2007
Branch Banking and Trust May 1999 - September 2003
US Bank March 1998 - May 1999
Education
University of Kentucky 1983 — 1987
BBS, Finance / Economics / Marketing
Smith Manus Surety Bonds August 2011 - Present
Self Employed August 2011 - April 2012
Morgan Keegan September 2007 - August 2011
New Covenant Trust Company September 2003 - September 2007
Branch Banking and Trust May 1999 - September 2003
US Bank March 1998 - May 1999
Education
University of Kentucky 1983 — 1987
BBS, Finance / Economics / Marketing
Trey Rideout Trey Rideout's Morgan Keegan Experience 2006 - 2012
Job Operations Manager at American Financial, Inc
Industry Financial Services
Experience
American Financial, Inc February 2013 - Present
Robert Half International 2012 - January 2013
Morgan Keegan 2006 - 2012
Morgan Keegan 2002 - 2006
Skills
Accounting, Staffing Services, PeopleSoft, Applicant Tracking..., Recruiting, Talent Acquisition
Education
The University of Memphis 1999 — 2002
Commercial Real Estate
American Financial, Inc February 2013 - Present
Robert Half International 2012 - January 2013
Morgan Keegan 2006 - 2012
Morgan Keegan 2002 - 2006
Skills
Accounting, Staffing Services, PeopleSoft, Applicant Tracking..., Recruiting, Talent Acquisition
Education
The University of Memphis 1999 — 2002
Commercial Real Estate
Alice Palmer Alice Palmer's Morgan Keegan Experience 1999 - 2005
Job Human Resources Manager Hollingsworth Oil Company, Inc.
Industry Oil & Energy
Experience
Hollingsworth Oil Company, Inc. December 2006 - Present
Morgan Keegan 1999 - 2005
AmSouth Bank 1994 - 1999
Skills
Employee Benefits, Financial Analysis, Investments, Retirement Planning, Estate Planning, Strategic Financial..., Insurance, Banking, Leadership, Strategic Planning, Health Insurance, Risk Management, Workers Compensation, Human Resources, Onboarding, Coaching, Training, Customer Service, Talent Management, Process Improvement, Budgets, Management, Applicant Tracking..., Recruiting, Benefits Administration, Team Building, Sales, Marketing
Education
University of Alabama
Bachelor of Science (BS), Human Environmental Science
Hollingsworth Oil Company, Inc. December 2006 - Present
Morgan Keegan 1999 - 2005
AmSouth Bank 1994 - 1999
Skills
Employee Benefits, Financial Analysis, Investments, Retirement Planning, Estate Planning, Strategic Financial..., Insurance, Banking, Leadership, Strategic Planning, Health Insurance, Risk Management, Workers Compensation, Human Resources, Onboarding, Coaching, Training, Customer Service, Talent Management, Process Improvement, Budgets, Management, Applicant Tracking..., Recruiting, Benefits Administration, Team Building, Sales, Marketing
Education
University of Alabama
Bachelor of Science (BS), Human Environmental Science
Cesar Olivares Cesar Olivares's Morgan Keegan Experience January 2007 - February 2008
Job Financial Advisor
Industry Financial Services
Experience
SWBC Wealth Management September 2014 - Present
Charles Schwab September 2009 - July 2014
H&R Block February 2008 - September 2009
Morgan Keegan January 2007 - February 2008
Skills
Series 7, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Retirement, Series 65, Asset Allocation, Strategic Financial..., Investments, 401k, Fiscally Responsible, Securities, Social Networking, Team Leadership, Financial Planning
Education
Sam Rayburn
University of Houston
SWBC Wealth Management September 2014 - Present
Charles Schwab September 2009 - July 2014
H&R Block February 2008 - September 2009
Morgan Keegan January 2007 - February 2008
Skills
Series 7, Retirement Planning, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Retirement, Series 65, Asset Allocation, Strategic Financial..., Investments, 401k, Fiscally Responsible, Securities, Social Networking, Team Leadership, Financial Planning
Education
Sam Rayburn
University of Houston
Shannon Fuller Shannon Fuller's Morgan Keegan Experience March 2008 - February 2013
Job Institutional Cash/Margin Liaison at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. February 2013 - Present
Morgan Keegan March 2008 - February 2013
Morgan Keegan February 2006 - March 2008
Morgan Keegan September 2000 - February 2006
Skills
Restricted Stock, Margin, Series 7, Series 66
Education
The University of Memphis 1990 — 1995
Bachelor of Arts, Criminal Justice
Raymond James Financial, Inc. February 2013 - Present
Morgan Keegan March 2008 - February 2013
Morgan Keegan February 2006 - March 2008
Morgan Keegan September 2000 - February 2006
Skills
Restricted Stock, Margin, Series 7, Series 66
Education
The University of Memphis 1990 — 1995
Bachelor of Arts, Criminal Justice
Stephen Swett Stephen Swett's Morgan Keegan Experience 2009 - 2012
Job Managing Director at ICR
Industry Financial Services
Experience
ICR 2012 - Present
Morgan Keegan 2009 - 2012
KBW 2007 - 2009
Wachovia Securities 1998 - 2007
Skills
Equity Research, Equities, Valuation, Investments, Series 7, Financial Modeling, Asset Managment, Capital Markets, Portfolio Management, Bloomberg, Equity Valuation, Securities, REIT
Education
The University of Connecticut 1989 — 1993
Master of Business Administration (M.B.A.), Real Estate
Trinity College-Hartford 1982 — 1986
Bachelor's degree, Economics
ICR 2012 - Present
Morgan Keegan 2009 - 2012
KBW 2007 - 2009
Wachovia Securities 1998 - 2007
Skills
Equity Research, Equities, Valuation, Investments, Series 7, Financial Modeling, Asset Managment, Capital Markets, Portfolio Management, Bloomberg, Equity Valuation, Securities, REIT
Education
The University of Connecticut 1989 — 1993
Master of Business Administration (M.B.A.), Real Estate
Trinity College-Hartford 1982 — 1986
Bachelor's degree, Economics
Flynn Zaiger Flynn Zaiger's Morgan Keegan Experience October 2011 - December 2011
Job CEO of Online Optimism
Industry Marketing and Advertising
Experience
Online Optimism November 2012 - Present
Falck Alford June 2012 - November 2012
The Ehrhardt Group January 2012 - May 2012
IN Exchange January 2012 - May 2012
Tulane University August 2008 - May 2012
Morgan Keegan October 2011 - December 2011
World Extreme Fighting August 2011 - December 2011
Kopali Organics July 2010 - August 2010
Promotions.com May 2009 - August 2009
Skills
Social Media, PowerPoint, Word, Excel, Facebook, Wordpress, Google Analytics, Microsoft Office, Writing, Access, Google Adwords, Social Media Marketing, Technology, Public Speaking, Start-ups, Online Advertising, Digital Marketing, Advertising, Email Marketing, Web Design, Microsoft Excel, WordPress, Microsoft Word, Online Marketing, SEO
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Marketing and Communications
University of Melbourne 2011 — 2011
Stuyvesant High School
Online Optimism November 2012 - Present
Falck Alford June 2012 - November 2012
The Ehrhardt Group January 2012 - May 2012
IN Exchange January 2012 - May 2012
Tulane University August 2008 - May 2012
Morgan Keegan October 2011 - December 2011
World Extreme Fighting August 2011 - December 2011
Kopali Organics July 2010 - August 2010
Promotions.com May 2009 - August 2009
Skills
Social Media, PowerPoint, Word, Excel, Facebook, Wordpress, Google Analytics, Microsoft Office, Writing, Access, Google Adwords, Social Media Marketing, Technology, Public Speaking, Start-ups, Online Advertising, Digital Marketing, Advertising, Email Marketing, Web Design, Microsoft Excel, WordPress, Microsoft Word, Online Marketing, SEO
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Marketing and Communications
University of Melbourne 2011 — 2011
Stuyvesant High School
Dan Peacock Dan Peacock's Morgan Keegan Experience June 2008 - August 2008
Job Operations & Purchasing Manager at Wenzel Spine
Industry Logistics and Supply Chain
Experience
Wenzel Spine February 2013 - Present
Wenzel Spine April 2012 - January 2013
Culpeper Human Services April 2010 - April 2012
ConAgra Foods/University of Tennessee January 2011 - April 2011
Rappahannock-Rapidan Regional Commission May 2009 - August 2009
Morgan Keegan June 2008 - August 2008
Skills
Supply Chain Management, Supply Chain, Procurement, Supply Chain..., ERP, Inventory Management, Purchasing, Logistics, SAP, Supply Chain Operations, MRP, Supply Management, Supply Chain Software, Vendor Managed Inventory, Microsoft Excel, Vendor Relations, Supplier Negotiation, Statistical Data..., Vendor Relationship..., Vendor Management, Customer Service, SPSS, Tableau, Pivot Tables, NetSuite, Distribution Logistics, DC Operations, Route Optimization, Cloud ERP, MS Excel Pivot Tables, Microsoft Office, Lean, Six Sigma
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 2006 — 2011
B.S, Business Administration; Logistics and Supply Chain Management
Wenzel Spine February 2013 - Present
Wenzel Spine April 2012 - January 2013
Culpeper Human Services April 2010 - April 2012
ConAgra Foods/University of Tennessee January 2011 - April 2011
Rappahannock-Rapidan Regional Commission May 2009 - August 2009
Morgan Keegan June 2008 - August 2008
Skills
Supply Chain Management, Supply Chain, Procurement, Supply Chain..., ERP, Inventory Management, Purchasing, Logistics, SAP, Supply Chain Operations, MRP, Supply Management, Supply Chain Software, Vendor Managed Inventory, Microsoft Excel, Vendor Relations, Supplier Negotiation, Statistical Data..., Vendor Relationship..., Vendor Management, Customer Service, SPSS, Tableau, Pivot Tables, NetSuite, Distribution Logistics, DC Operations, Route Optimization, Cloud ERP, MS Excel Pivot Tables, Microsoft Office, Lean, Six Sigma
Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 2006 — 2011
B.S, Business Administration; Logistics and Supply Chain Management
Casey Petersen Casey Petersen's Morgan Keegan Experience 2005 - 2006
Job Director, Social Operations at Collective Bias. Content Strategy, Social Ad Strategy
Industry Online Media
Experience
Collective Bias November 2013 - Present
Collective Bias January 2012 - November 2013
Murphy USA November 2009 - November 2011
Skin Sake October 2007 - November 2009
Ameriprise Financial 2006 - 2007
Morgan Keegan 2005 - 2006
American Express Financial Advisors 2003 - 2005
Skills
Community Building, Social Media Marketing, Location Based Services, Social Media, Digital Marketing, Online Marketing, Facebook, Retail, Social Analytics, Marketing, SEO, Advertising, Integrated Marketing, Sales, Blogging, Graphic Design, Marketing Strategy, Social Networking, Web Analytics, Strategy, Analytics, Management, Public Relations, Online Advertising, Marketing Communications, Email Marketing
Education
University of Arkansas at Monticello 1999 — 2003
BBA, Marketing, Finance
Collective Bias November 2013 - Present
Collective Bias January 2012 - November 2013
Murphy USA November 2009 - November 2011
Skin Sake October 2007 - November 2009
Ameriprise Financial 2006 - 2007
Morgan Keegan 2005 - 2006
American Express Financial Advisors 2003 - 2005
Skills
Community Building, Social Media Marketing, Location Based Services, Social Media, Digital Marketing, Online Marketing, Facebook, Retail, Social Analytics, Marketing, SEO, Advertising, Integrated Marketing, Sales, Blogging, Graphic Design, Marketing Strategy, Social Networking, Web Analytics, Strategy, Analytics, Management, Public Relations, Online Advertising, Marketing Communications, Email Marketing
Education
University of Arkansas at Monticello 1999 — 2003
BBA, Marketing, Finance
Alan McMahon Alan McMahon's Morgan Keegan Experience January 2012 - April 2012
Job Alan McMahon
Industry Financial Services
Experience
Integratec Services, LLC December 2014 - June 2015
Camp Fire Alabama December 2013 - December 2014
Blue Cross Blue Shield of Alabama June 2013 - October 2013
St. Bernard Abbey August 2012 - January 2013
The University of Alabama August 2010 - May 2012
Morgan Keegan January 2012 - April 2012
Culverhouse Investment Management Group August 2011 - April 2012
Circle K Ranch May 2011 - July 2011
Wild Wing Cafe March 2007 - December 2010
Urban Ministry May 2010 - August 2010
Skills
Social Networking, Leadership, Advertising, Teaching, Training, Management, Microsoft Office, Microsoft Excel, Nonprofits, Strategic Planning, PowerPoint, Public Speaking, Data Analysis, Project Management
Education
University of Alabama 2009 — 2013
Bachelor of Commerce and Business Administration, Business Management and Human Resource Management, 3.4
University of Alabama 2009 — 2013
Integratec Services, LLC December 2014 - June 2015
Camp Fire Alabama December 2013 - December 2014
Blue Cross Blue Shield of Alabama June 2013 - October 2013
St. Bernard Abbey August 2012 - January 2013
The University of Alabama August 2010 - May 2012
Morgan Keegan January 2012 - April 2012
Culverhouse Investment Management Group August 2011 - April 2012
Circle K Ranch May 2011 - July 2011
Wild Wing Cafe March 2007 - December 2010
Urban Ministry May 2010 - August 2010
Skills
Social Networking, Leadership, Advertising, Teaching, Training, Management, Microsoft Office, Microsoft Excel, Nonprofits, Strategic Planning, PowerPoint, Public Speaking, Data Analysis, Project Management
Education
University of Alabama 2009 — 2013
Bachelor of Commerce and Business Administration, Business Management and Human Resource Management, 3.4
University of Alabama 2009 — 2013
Chase Bottcher's Morgan Keegan Experience May 2010 - July 2010
Job Bond Broker at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. September 2011 - Present
Morgan Keegan May 2010 - July 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Customer Service, Sales, Workshop Facilitation, Series 7, Series 63, Financial Analysis, Investments, Microsoft Office, Securities, Mutual Funds, Fixed Income, Insurance, PowerPoint, Strategic Financial..., Portfolio Management, Retirement Planning, Microsoft Excel, Bloomberg, Bonds, Options, Financial Modeling, Risk Management, Banking
Education
University of Alabama 2007 — 2011
BS, International Finance
Raymond James Financial Inc. September 2011 - Present
Morgan Keegan May 2010 - July 2010
Northwestern Mutual Financial Network May 2009 - December 2009
Skills
Customer Service, Sales, Workshop Facilitation, Series 7, Series 63, Financial Analysis, Investments, Microsoft Office, Securities, Mutual Funds, Fixed Income, Insurance, PowerPoint, Strategic Financial..., Portfolio Management, Retirement Planning, Microsoft Excel, Bloomberg, Bonds, Options, Financial Modeling, Risk Management, Banking
Education
University of Alabama 2007 — 2011
BS, International Finance
Jenna Barb Jenna Barb's Morgan Keegan Experience May 2011 - July 2011
Job PR Professional Looking to Relocate to NYC
Industry Public Relations and Communications
Experience
Nordstrom November 2013 - 2015
Morgan Keegan May 2011 - July 2011
Bill Haslam for Governor August 2010 - November 2010
Young Life May 2010 - June 2010
Skills
Microsoft Office, Social Networking, Public Relations, Photoshop, Social Media, Event Planning, Facebook, PowerPoint, Customer Service, Writing, Blogging, Excel, Spanish, Sports, Marketing, Music, Fashion, Twitter, InDesign, Social Media Marketing, Public Speaking, Sales, Microsoft Word, Communication, Instagram
Education
University of Tennessee-Knoxville 2010 — 2013
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Università degli Studi di Urbino 'Carlo Bo' 2012 — 2012
Public Relations, Advertising, and Applied Communication
University of Alabama 2009 — 2010
Bachelor of Arts degree, Interior Design
Nordstrom November 2013 - 2015
Morgan Keegan May 2011 - July 2011
Bill Haslam for Governor August 2010 - November 2010
Young Life May 2010 - June 2010
Skills
Microsoft Office, Social Networking, Public Relations, Photoshop, Social Media, Event Planning, Facebook, PowerPoint, Customer Service, Writing, Blogging, Excel, Spanish, Sports, Marketing, Music, Fashion, Twitter, InDesign, Social Media Marketing, Public Speaking, Sales, Microsoft Word, Communication, Instagram
Education
University of Tennessee-Knoxville 2010 — 2013
Bachelor of Science (B.S.), Public Relations, Advertising, and Applied Communication
Università degli Studi di Urbino 'Carlo Bo' 2012 — 2012
Public Relations, Advertising, and Applied Communication
University of Alabama 2009 — 2010
Bachelor of Arts degree, Interior Design
Joseph Aultman Joseph Aultman's Morgan Keegan Experience May 2008 - August 2008
Job Equity Derivatives Trader, Structured Investments and Equity Derivatives at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2010 - Present
University of Alabama May 2008 - July 2010
Morgan Keegan May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Fixed Income, Investment Banking, Derivatives, Asset Managment, Investment Management, Capital Markets, Series 7, Microsoft Excel, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2010
MS, Finance - Financial Risk Strategy
University of Alabama 2005 — 2009
BS, Finance
Oak mountain
SunTrust Robinson Humphrey July 2010 - Present
University of Alabama May 2008 - July 2010
Morgan Keegan May 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Fixed Income, Investment Banking, Derivatives, Asset Managment, Investment Management, Capital Markets, Series 7, Microsoft Excel, Business Valuation
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2010
MS, Finance - Financial Risk Strategy
University of Alabama 2005 — 2009
BS, Finance
Oak mountain
jennifer sizemore's Morgan Keegan Experience June 1996 - October 2001
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2010 - Present
Morgan Keegan June 1996 - October 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Oldham County High School
University of Kentucky
Bachelor's degree, Marketing
Northwestern Mutual September 2010 - Present
Morgan Keegan June 1996 - October 2001
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Oldham County High School
University of Kentucky
Bachelor's degree, Marketing
Dan Nowell Dan Nowell's Morgan Keegan Experience April 2002 - February 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan April 2002 - February 2013
Skills
Financial Advisory, Securities, Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Financial Planning, Retirement, Investment Advisory
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration (BBA)
Raymond James February 2013 - Present
Morgan Keegan April 2002 - February 2013
Skills
Financial Advisory, Securities, Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Financial Planning, Retirement, Investment Advisory
Education
University of Central Arkansas 1972 — 1977
Bachelor of Business Administration (BBA)
Edward Fisher Edward Fisher's Morgan Keegan Experience December 2010 - June 2011
Job Associate at Ares Management
Industry Investment Management
Experience
Ares Management July 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
Wilbanks Fisher Reid LLC January 2011 - June 2012
Avondale Partners January 2012 - May 2012
Owen Graduate School of Management July 2011 - May 2012
Morgan Keegan December 2010 - June 2011
Skills
Financial Modeling, Valuation, LBO, Investments, Investment Banking, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Options, Asset Management, Credit Analysis, Leveraged Finance, DCF Valuation, Financial Statement..., Derivative Valuation, Merger Modeling, Bloomberg Terminal, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Alabama 2008 — 2011
BS: CB&A, Finance, Economics. spc: Investment Management, GPA 3.88 Top 5%
Ares Management July 2014 - Present
Deutsche Bank Securities June 2012 - July 2014
Wilbanks Fisher Reid LLC January 2011 - June 2012
Avondale Partners January 2012 - May 2012
Owen Graduate School of Management July 2011 - May 2012
Morgan Keegan December 2010 - June 2011
Skills
Financial Modeling, Valuation, LBO, Investments, Investment Banking, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Options, Asset Management, Credit Analysis, Leveraged Finance, DCF Valuation, Financial Statement..., Derivative Valuation, Merger Modeling, Bloomberg Terminal, Equities, Finance
Education
Vanderbilt University - Owen Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
University of Alabama 2008 — 2011
BS: CB&A, Finance, Economics. spc: Investment Management, GPA 3.88 Top 5%
Greg South Greg South's Morgan Keegan Experience July 2011 - April 2012
Job Associate, Technology Investment Banking at William Blair & Company
Industry Financial Services
Experience
William Blair & Company April 2012 - Present
Morgan Keegan July 2011 - April 2012
Morgan Joseph TriArtisan July 2010 - July 2011
Crowe Horwath LLP 2009 - 2010
Education
University of Idaho
B.S Accounting & B.S Finance, Finance & Accounting, Cum Laude
William Blair & Company April 2012 - Present
Morgan Keegan July 2011 - April 2012
Morgan Joseph TriArtisan July 2010 - July 2011
Crowe Horwath LLP 2009 - 2010
Education
University of Idaho
B.S Accounting & B.S Finance, Finance & Accounting, Cum Laude
John Pettey John Pettey's Morgan Keegan Experience March 1999 - April 2012
Job Managing Director of Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2012 - Present
Morgan Keegan March 1999 - April 2012
Kemmons Wilson Companies November 1981 - February 1999
Skills
Series 7, Investments, Securities, Wealth Management, Asset Management, Financial Analysis, Financial Modeling, Capital Markets, Mutual Funds, Strategic Financial..., Equities, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1972
Master of Business Administration (M.B.A.), Accounting
University of Virginia 1967 — 1971
Bachelor of Science (B.S.), Commerce, Accounting
Memphis University School 1961 — 1967
High School
Raymond James April 2012 - Present
Morgan Keegan March 1999 - April 2012
Kemmons Wilson Companies November 1981 - February 1999
Skills
Series 7, Investments, Securities, Wealth Management, Asset Management, Financial Analysis, Financial Modeling, Capital Markets, Mutual Funds, Strategic Financial..., Equities, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1972
Master of Business Administration (M.B.A.), Accounting
University of Virginia 1967 — 1971
Bachelor of Science (B.S.), Commerce, Accounting
Memphis University School 1961 — 1967
High School
Stephen W. Lowther's Morgan Keegan Experience 2005 - 2008
Job Registered Principal, Alternative Investment Solutions
Industry Financial Services
Experience
Alternative Investment Solutions December 2009 - Present
Four Springs Capital LLC April 2011 - December 2013
Trimeteor Oil & Gas February 2013 - October 2013
BFS Financial, Inc. October 2009 - March 2011
Wells Fargo Advisors, LLC February 2008 - August 2009
Morgan Keegan 2005 - 2008
AmSouth Investments 2005 - 2007
Triad Advisors/Lowther & Co. Inc. 1999 - 2005
Morgan Stanley Smith Barney 1998 - 1999
Prudential Securities 1994 - 1998
Skills
Financial Planning, Financial Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Retirement Planning, Real Estate, Investments, Series 63, Asset Managment, Insurance, Mutual Funds, Series 7, Securities, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Valuation, Fixed Annuities, Leases, Finance, Investment Strategies, 401k
Education
University of Kentucky 1979 — 1983
BA, Finance and Journalism (dual degrees)
Nashua High School 1974 — 1978
High School Diploma, College Prep
Alternative Investment Solutions December 2009 - Present
Four Springs Capital LLC April 2011 - December 2013
Trimeteor Oil & Gas February 2013 - October 2013
BFS Financial, Inc. October 2009 - March 2011
Wells Fargo Advisors, LLC February 2008 - August 2009
Morgan Keegan 2005 - 2008
AmSouth Investments 2005 - 2007
Triad Advisors/Lowther & Co. Inc. 1999 - 2005
Morgan Stanley Smith Barney 1998 - 1999
Prudential Securities 1994 - 1998
Skills
Financial Planning, Financial Advisory, Portfolio Management, Alternative Investments, Asset Allocation, Retirement Planning, Real Estate, Investments, Series 63, Asset Managment, Insurance, Mutual Funds, Series 7, Securities, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Valuation, Fixed Annuities, Leases, Finance, Investment Strategies, 401k
Education
University of Kentucky 1979 — 1983
BA, Finance and Journalism (dual degrees)
Nashua High School 1974 — 1978
High School Diploma, College Prep
Paula Demonbreun Paula Demonbreun's Morgan Keegan Experience 2008 - 2011
Job Executive Director at Alabama Blues Project
Industry Nonprofit Organization Management
Experience
Alabama Blues Project 2011 - Present
Morgan Keegan 2008 - 2011
Girl Scouts 2004 - 2008
Skills
Volunteer Management, Nonprofits, Fundraising, Program Development, Community Outreach, Grants, Grant Writing, Philanthropy, Annual Giving, Non-profit..., Stewardship, Community Development, Youth Development, Community Organizing, Program Management, Board Development, Event Planning, Public Speaking, Teaching, Leadership, Event Management, Social Media, Public Relations
Education
Athens High School
University of Alabama
Bachelor of Science (BS), Business Administration and Management, General
Alabama Blues Project 2011 - Present
Morgan Keegan 2008 - 2011
Girl Scouts 2004 - 2008
Skills
Volunteer Management, Nonprofits, Fundraising, Program Development, Community Outreach, Grants, Grant Writing, Philanthropy, Annual Giving, Non-profit..., Stewardship, Community Development, Youth Development, Community Organizing, Program Management, Board Development, Event Planning, Public Speaking, Teaching, Leadership, Event Management, Social Media, Public Relations
Education
Athens High School
University of Alabama
Bachelor of Science (BS), Business Administration and Management, General
Huxley Brown's Morgan Keegan Experience May 2005 - August 2005
Job Compliance Officer at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Duncan-Williams, Inc. November 2008 - Present
CB Richard Ellis May 2007 - August 2007
Morgan Keegan May 2005 - August 2005
Skills
Series 7
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Hutchison School 2000 — 2006
Duncan-Williams, Inc. November 2008 - Present
CB Richard Ellis May 2007 - August 2007
Morgan Keegan May 2005 - August 2005
Skills
Series 7
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Hutchison School 2000 — 2006
Allison Alekna's Morgan Keegan Experience May 2010 - August 2010
Job Senior Analyst, Digital Marketing at Rue La La
Industry Marketing and Advertising
Experience
Rue La La August 2014 - Present
Alliance Consulting Group September 2013 - August 2014
America's Growth Capital July 2011 - June 2013
Morgan Keegan May 2010 - August 2010
Morgan Keegan May 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Mathematics and Economics
Rue La La August 2014 - Present
Alliance Consulting Group September 2013 - August 2014
America's Growth Capital July 2011 - June 2013
Morgan Keegan May 2010 - August 2010
Morgan Keegan May 2009 - August 2009
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Mathematics and Economics
Stacey Zeigler Stacey Zeigler's Morgan Keegan Experience September 2010 - June 2012
Job Principal Consultant at Accuvant
Industry Information Technology and Services
Experience
Accuvant April 2012 - Present
Morgan Keegan September 2010 - June 2012
BKD, LLP 2007 - 2010
Independent IT Risk Management Consultant October 2004 - June 2007
State of Arkansas July 2002 - October 2004
Skills
IT Audit, Information Security..., Governance, CISA, SAS70, Business Continuity, Information Security, Security, Information Technology, COBIT, ISO 27001, IT Strategy, Disaster Recovery, Security Audits, CISM, Consulting, Management
Education
University of Arkansas at Little Rock 1991 — 1998
BBA, Finance
Accuvant April 2012 - Present
Morgan Keegan September 2010 - June 2012
BKD, LLP 2007 - 2010
Independent IT Risk Management Consultant October 2004 - June 2007
State of Arkansas July 2002 - October 2004
Skills
IT Audit, Information Security..., Governance, CISA, SAS70, Business Continuity, Information Security, Security, Information Technology, COBIT, ISO 27001, IT Strategy, Disaster Recovery, Security Audits, CISM, Consulting, Management
Education
University of Arkansas at Little Rock 1991 — 1998
BBA, Finance
Kristen Ashby Smith Kristen Ashby Smith's Morgan Keegan Experience September 2010 - March 2012
Job Insurance Coordinator at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2012 - Present
Morgan Keegan September 2010 - March 2012
Morgan Keegan July 2007 - September 2010
Ericson Group Inc May 2005 - June 2007
Skills
Series 7, Mutual Funds, Marketing, Customer Service, PowerPoint, Microsoft Office, Securities, Insurance, Life Insurance, Fixed Annuities, 401k
Education
Union University 2008 — 2010
MBA, Business Administration and Management, General
University of Mississippi - School of Business Administration 2001 — 2005
BBS, Marketing
Wunderlich Securities March 2012 - Present
Morgan Keegan September 2010 - March 2012
Morgan Keegan July 2007 - September 2010
Ericson Group Inc May 2005 - June 2007
Skills
Series 7, Mutual Funds, Marketing, Customer Service, PowerPoint, Microsoft Office, Securities, Insurance, Life Insurance, Fixed Annuities, 401k
Education
Union University 2008 — 2010
MBA, Business Administration and Management, General
University of Mississippi - School of Business Administration 2001 — 2005
BBS, Marketing
Kathryn Bortel's Morgan Keegan Experience October 2008 - September 2011
Job Investment Banking Associate Energy at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann April 2012 - Present
Morgan Keegan October 2008 - September 2011
Broadpoint Capital June 2008 - September 2008
One Restaurant and Lounge December 2007 - May 2008
Burkenroad Reports August 2007 - December 2007
Byblos Mediterranean Cuisine January 2005 - December 2007
Audubon Park Stables September 2006 - April 2007
Skills
Marketing, Microsoft Excel, Investment Banking, Valuation, Strategy, Financial Modeling, Analysis, Customer Service, Microsoft Word, Management, Research, Facebook, PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
M.S., Finance
Tulane University 2003 — 2007
B.S., Finance, Psychology
Ladenburg Thalmann April 2012 - Present
Morgan Keegan October 2008 - September 2011
Broadpoint Capital June 2008 - September 2008
One Restaurant and Lounge December 2007 - May 2008
Burkenroad Reports August 2007 - December 2007
Byblos Mediterranean Cuisine January 2005 - December 2007
Audubon Park Stables September 2006 - April 2007
Skills
Marketing, Microsoft Excel, Investment Banking, Valuation, Strategy, Financial Modeling, Analysis, Customer Service, Microsoft Word, Management, Research, Facebook, PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
M.S., Finance
Tulane University 2003 — 2007
B.S., Finance, Psychology
David Millican David Millican's Morgan Keegan Experience December 1999 - August 2002
Job Principal Managing Partner at Atlanta Capital Group
Industry Financial Services
Experience
Atlanta Capital Group 2002 - Present
Morgan Keegan December 1999 - August 2002
A.G. Edwards June 1996 - December 1999
Skills
Investments, Strategic Financial..., Wealth Management, Equities, Asset Management, Estate Planning, Financial Analysis, Retirement Planning, Valuation, Private Equity, Mergers, Due Diligence, Securities, Strategic Planning, Business Strategy, Asset Managment
Education
University of Alabama
Bachelor of Science (BS), Finance and Financial Management Services
Atlanta Capital Group 2002 - Present
Morgan Keegan December 1999 - August 2002
A.G. Edwards June 1996 - December 1999
Skills
Investments, Strategic Financial..., Wealth Management, Equities, Asset Management, Estate Planning, Financial Analysis, Retirement Planning, Valuation, Private Equity, Mergers, Due Diligence, Securities, Strategic Planning, Business Strategy, Asset Managment
Education
University of Alabama
Bachelor of Science (BS), Finance and Financial Management Services
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
Bryan Miles Bryan Miles's Morgan Keegan Experience January 2006 - May 2006
Job Bank Examiner
Industry Banking
Experience
Office of the Comptroller of the Currency February 2015 - Present
Deloitte January 2012 - February 2015
Capital One January 2011 - December 2011
BBVA Compass Bank July 2008 - June 2011
Wachovia Bank June 2006 - June 2008
Morgan Keegan January 2006 - May 2006
Skills
Compliance, Risk Management, Internal Controls, Audit, Business Process, Management, Auditing, Process Improvement, Financial Risk, Analysis, Finance, Leadership, Policy, Customer Service, Banking, Financial Analysis, Project Management
Education
University of Alabama 2002 — 2006
Bachelor of Science, Commerce & Business Administration; Finance
Office of the Comptroller of the Currency February 2015 - Present
Deloitte January 2012 - February 2015
Capital One January 2011 - December 2011
BBVA Compass Bank July 2008 - June 2011
Wachovia Bank June 2006 - June 2008
Morgan Keegan January 2006 - May 2006
Skills
Compliance, Risk Management, Internal Controls, Audit, Business Process, Management, Auditing, Process Improvement, Financial Risk, Analysis, Finance, Leadership, Policy, Customer Service, Banking, Financial Analysis, Project Management
Education
University of Alabama 2002 — 2006
Bachelor of Science, Commerce & Business Administration; Finance
Donny Lau's Morgan Keegan Experience 2010 - 2011
Job Director, Corporate Strategy at Yum! Brands
Industry Restaurants
Experience
Yum! Brands 2014 - Present
Yum! Brands 2013 - 2014
Yum! Brands (KFC) 2012 - 2013
Yum! Brands 2011 - 2012
Morgan Keegan 2010 - 2011
Morgan Joseph 2004 - 2010
Hilliard Lyons 2001 - 2002
Hilliard Lyons 2000 - 2001
Education
Vanderbilt University 2002 — 2004
M.B.A.
University of Kentucky 1996 — 1999
B.B.A.
Yum! Brands 2014 - Present
Yum! Brands 2013 - 2014
Yum! Brands (KFC) 2012 - 2013
Yum! Brands 2011 - 2012
Morgan Keegan 2010 - 2011
Morgan Joseph 2004 - 2010
Hilliard Lyons 2001 - 2002
Hilliard Lyons 2000 - 2001
Education
Vanderbilt University 2002 — 2004
M.B.A.
University of Kentucky 1996 — 1999
B.B.A.
Bill Ritter's Morgan Keegan Experience March 2002 - May 2003
Job President at SelectMySpace.com
Industry Venture Capital & Private Equity
Experience
SelectMySpace.com November 2014 - Present
Compass Bank July 2008 - September 2014
Compass Bank July 2007 - July 2008
Compass Bank November 2003 - July 2007
Morgan Keegan March 2002 - May 2003
Skills
Venture Capital, Digital Marketing, Start-up Ventures, Apartments, Craft Beer, Credit, Investments, Finance, Financial Analysis, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Risk Management, Commercial Lending, Derivatives
Education
University of Alabama at Birmingham 2007 — 2009
MBA, Finance
University of New Orleans 2000 — 2003
BS, Finance
SelectMySpace.com November 2014 - Present
Compass Bank July 2008 - September 2014
Compass Bank July 2007 - July 2008
Compass Bank November 2003 - July 2007
Morgan Keegan March 2002 - May 2003
Skills
Venture Capital, Digital Marketing, Start-up Ventures, Apartments, Craft Beer, Credit, Investments, Finance, Financial Analysis, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Risk Management, Commercial Lending, Derivatives
Education
University of Alabama at Birmingham 2007 — 2009
MBA, Finance
University of New Orleans 2000 — 2003
BS, Finance
Jose Tagle III's Morgan Keegan Experience July 2007 - October 2011
Job Relationship Specialist
Industry Financial Services
Experience
Charles Schwab October 2011 - Present
Morgan Keegan July 2007 - October 2011
AT&T Wireless July 1996 - November 2005
Skills
Series 7, Financial Services, Call Centers, Customer Service, Management
Education
University of Central Florida 1992 — 2005
B.A., Liberal Studies
Charles Schwab October 2011 - Present
Morgan Keegan July 2007 - October 2011
AT&T Wireless July 1996 - November 2005
Skills
Series 7, Financial Services, Call Centers, Customer Service, Management
Education
University of Central Florida 1992 — 2005
B.A., Liberal Studies
Chris McRae's Morgan Keegan Experience January 2008 - February 2013
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan January 2008 - February 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Retirement, Fixed Annuities, Insurance, Financial Analysis, Estate Planning
Education
University of Alabama 1998 — 2002
Bachelor of Business Administration (BBA), International Finance
Raymond James February 2013 - Present
Morgan Keegan January 2008 - February 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Portfolio Management, Retirement, Fixed Annuities, Insurance, Financial Analysis, Estate Planning
Education
University of Alabama 1998 — 2002
Bachelor of Business Administration (BBA), International Finance
Trent Chastain's Morgan Keegan Experience October 2002 - May 2008
Job Investment Consultant at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services November 2008 - Present
Morgan Keegan October 2002 - May 2008
Education
The University of Tennessee at Chattanooga 1991 — 1999
SunTrust Investment Services November 2008 - Present
Morgan Keegan October 2002 - May 2008
Education
The University of Tennessee at Chattanooga 1991 — 1999
Grant George, CFA's Morgan Keegan Experience 2006 - 2006
Job Director of Marketing at Markston International LLC
Industry Financial Services
Experience
Markston International LLC January 2013 - Present
Noble Financial March 2012 - August 2012
Kaufman Bros. August 2010 - March 2012
KBC Financial Products May 2007 - April 2009
Morgan Keegan 2006 - 2006
KBC Securities June 2002 - May 2003
Instinet March 1998 - February 2002
Skills
Equities, Capital Markets, Securities, Valuation, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Finance & Accounting
Vanderbilt University 1994 — 1997
BS, Economics
Tufts University 1993 — 1994
New Canaan High School 1990 — 1993
Markston International LLC January 2013 - Present
Noble Financial March 2012 - August 2012
Kaufman Bros. August 2010 - March 2012
KBC Financial Products May 2007 - April 2009
Morgan Keegan 2006 - 2006
KBC Securities June 2002 - May 2003
Instinet March 1998 - February 2002
Skills
Equities, Capital Markets, Securities, Valuation, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
MBA, Finance & Accounting
Vanderbilt University 1994 — 1997
BS, Economics
Tufts University 1993 — 1994
New Canaan High School 1990 — 1993
Andrew Scoggin's Morgan Keegan Experience December 2003 - Present
Job Fixed Income Capital Markets
Industry Financial Services
Experience
Morgan Keegan December 2003 - Present
Merrill Lynch 1997 - 2003
Education
Tulane University 1993 — 1996
B.S., Finance
Morgan Keegan December 2003 - Present
Merrill Lynch 1997 - 2003
Education
Tulane University 1993 — 1996
B.S., Finance
Cesar E Olivares's Morgan Keegan Experience January 2007 - February 2008
Job Financial Advisor at H&R Block Fiancial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors March 2008 - Present
Morgan Keegan January 2007 - February 2008
LNB Bank May 2006 - November 2006
GCEFCU January 2004 - May 2006
Education
University of Houston 1999 — 2001
H&R Block Financial Advisors March 2008 - Present
Morgan Keegan January 2007 - February 2008
LNB Bank May 2006 - November 2006
GCEFCU January 2004 - May 2006
Education
University of Houston 1999 — 2001
Summer Roberts's Morgan Keegan Experience Client AnalystCoca-Cola CompanySeptember 2000 - December 2006
Job Financial Analyst at Morgan Keegan
Industry Banking
Experience
Morgan Keegan Client AnalystCoca-Cola CompanySeptember 2000 - December 2006
The Coca-Cola Company 2000 - 2006
T. Rowe Price 2000 - 2001
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
Brevard College 1996 — 1998
AA, Accounting
Morgan Keegan Client AnalystCoca-Cola CompanySeptember 2000 - December 2006
The Coca-Cola Company 2000 - 2006
T. Rowe Price 2000 - 2001
Education
University of Florida - Warrington College of Business Administration 1998 — 2000
Brevard College 1996 — 1998
AA, Accounting
Jamie Stockton's Morgan Keegan Experience April 2008 - February 2012
Job Senior Analyst at Wells Fargo Securities
Industry Research
Experience
Wells Fargo Securities February 2012 - Present
Morgan Keegan April 2008 - February 2012
Morgan Keegan February 2006 - April 2008
Greenwood & Associates May 2002 - February 2006
Skills
Equity Research, Business Valuation
Education
University of Arkansas at Fayetteville 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Securities February 2012 - Present
Morgan Keegan April 2008 - February 2012
Morgan Keegan February 2006 - April 2008
Greenwood & Associates May 2002 - February 2006
Skills
Equity Research, Business Valuation
Education
University of Arkansas at Fayetteville 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Anne-Elizabeth Mahlum's Morgan Keegan Experience January 2007 - May 2007
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2009 - Present
Banc of America Securities June 2008 - August 2008
Morgan Asset Management January 2008 - May 2008
Morgan Keegan January 2007 - May 2007
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MS, Financial Risk Strategy
University of Alabama 2004 — 2008
BS, Finance
SunTrust Robinson Humphrey December 2009 - Present
Banc of America Securities June 2008 - August 2008
Morgan Asset Management January 2008 - May 2008
Morgan Keegan January 2007 - May 2007
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MS, Financial Risk Strategy
University of Alabama 2004 — 2008
BS, Finance
Timothy Klein, MBA's Morgan Keegan Experience August 2005 - January 2007
Job Southwest LA Market Manager at Humana
Industry Health, Wellness and Fitness
Experience
Humana April 2012 - Present
Humana August 2009 - April 2012
Humana April 2007 - September 2009
Morgan Keegan August 2005 - January 2007
Amick & Company April 2005 - January 2007
Skills
Strategic Planning, Marketing, Project Management, Analysis, Management, Insurance, Health Insurance, Competitive Analysis, Process Improvement, Budgets, Marketing Strategy, Financial Analysis, Sales, Account Management, Marketing Communications, Data Analysis, Leadership, Healthcare, Strategic Financial..., Forecasting, Finance, Time Management, Selling, Business Development, Business Strategy, Cross-functional Team..., Sales Management, New Business Development, Vendor Management, Customer Service, Business Planning, Business Analysis, Market Research, CRM
Education
University of Louisville 2004 — 2007
MBA, Business
University of Kentucky 2000 — 2004
Finance & Marketing, Business
Humana April 2012 - Present
Humana August 2009 - April 2012
Humana April 2007 - September 2009
Morgan Keegan August 2005 - January 2007
Amick & Company April 2005 - January 2007
Skills
Strategic Planning, Marketing, Project Management, Analysis, Management, Insurance, Health Insurance, Competitive Analysis, Process Improvement, Budgets, Marketing Strategy, Financial Analysis, Sales, Account Management, Marketing Communications, Data Analysis, Leadership, Healthcare, Strategic Financial..., Forecasting, Finance, Time Management, Selling, Business Development, Business Strategy, Cross-functional Team..., Sales Management, New Business Development, Vendor Management, Customer Service, Business Planning, Business Analysis, Market Research, CRM
Education
University of Louisville 2004 — 2007
MBA, Business
University of Kentucky 2000 — 2004
Finance & Marketing, Business
Adam Buerkle's Morgan Keegan Experience February 2010 - May 2013
Job Sr. Customer Development Analyst at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson July 2014 - Present
Nielsen April 2013 - July 2014
Nielsen March 2013 - July 2014
Morgan Keegan February 2010 - May 2013
Unum September 2008 - February 2010
Skills
Financial Analysis, Consumer Package Goods, Nielsen, Data Analysis, Sales, Microsoft Excel, Marketing, Nielsen Nitro, Homescan, Spectra, Forecasting, Portfolio Management, Financial Modeling, Market Research, Training, Consulting, Nielsen Data, Presentations, Project Management
Education
University of Arkansas at Little Rock 2007 — 2008
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2003 — 2007
BSBA, Finance and Financial Management Services
Johnson & Johnson July 2014 - Present
Nielsen April 2013 - July 2014
Nielsen March 2013 - July 2014
Morgan Keegan February 2010 - May 2013
Unum September 2008 - February 2010
Skills
Financial Analysis, Consumer Package Goods, Nielsen, Data Analysis, Sales, Microsoft Excel, Marketing, Nielsen Nitro, Homescan, Spectra, Forecasting, Portfolio Management, Financial Modeling, Market Research, Training, Consulting, Nielsen Data, Presentations, Project Management
Education
University of Arkansas at Little Rock 2007 — 2008
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2003 — 2007
BSBA, Finance and Financial Management Services
BJ Terry's Morgan Keegan Experience June 2007 - April 2012
Job Entrepreneur
Industry Computer Software
Experience
43Layers July 2015 - Present
Statricks March 2014 - Present
cardsharp.ly June 2012 - January 2014
Morgan Keegan June 2007 - April 2012
Palamida June 2006 - August 2006
Skills
Mobile Technology, Venture Capital, Private Placements, Mergers, Equities, Haskell, JavaScript, HTML 5, Chartered Financial..., Private Equity, Valuation, Mergers & Acquisitions, Capital Markets, Due Diligence, M&A experience, Investment Banking, Entrepreneurship, Corporate Finance
Education
University of California, Berkeley 2004 — 2007
BS, Electrical Engineering and Computer Science
43Layers July 2015 - Present
Statricks March 2014 - Present
cardsharp.ly June 2012 - January 2014
Morgan Keegan June 2007 - April 2012
Palamida June 2006 - August 2006
Skills
Mobile Technology, Venture Capital, Private Placements, Mergers, Equities, Haskell, JavaScript, HTML 5, Chartered Financial..., Private Equity, Valuation, Mergers & Acquisitions, Capital Markets, Due Diligence, M&A experience, Investment Banking, Entrepreneurship, Corporate Finance
Education
University of California, Berkeley 2004 — 2007
BS, Electrical Engineering and Computer Science
Patrick Fair's Morgan Keegan Experience June 2007 - August 2007
Job Secondary Marketing
Industry Financial Services
Experience
Regions Mortgage June 2014 - Present
LONG-LEWIS INC. May 2011 - October 2012
Platinum Mortgage, Inc. August 2008 - May 2011
Enactus, formerly S.I.F.E. (Students In Free Enterprise) August 2007 - May 2008
Morgan Keegan June 2007 - August 2007
Skills
Problem Solving, Microsoft Excel, Microsoft Word, Writing, Automotive Restoration, Money Management, Investment Management, Exceptional Listener, Competitive Analysis, Data Analysis, Financial Analysis, Dependable Team Player, Entrepreneurship, Business Process..., Customer Service, Negotiation, Management
Education
University of Alabama 2004 — 2008
Bachelor of Science, Finance and Investment Management
Regions Mortgage June 2014 - Present
LONG-LEWIS INC. May 2011 - October 2012
Platinum Mortgage, Inc. August 2008 - May 2011
Enactus, formerly S.I.F.E. (Students In Free Enterprise) August 2007 - May 2008
Morgan Keegan June 2007 - August 2007
Skills
Problem Solving, Microsoft Excel, Microsoft Word, Writing, Automotive Restoration, Money Management, Investment Management, Exceptional Listener, Competitive Analysis, Data Analysis, Financial Analysis, Dependable Team Player, Entrepreneurship, Business Process..., Customer Service, Negotiation, Management
Education
University of Alabama 2004 — 2008
Bachelor of Science, Finance and Investment Management
Greg Durrett's Morgan Keegan Experience October 2000 - June 2003
Job Managing Director
Industry Investment Banking
Experience
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Shawn Rhoades's Morgan Keegan Experience October 2004 - Present
Job First Vice President at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan October 2004 - Present
Education
The University of Memphis 1977 — 1982
Morgan Keegan October 2004 - Present
Education
The University of Memphis 1977 — 1982
Brittaney Barkley's Morgan Keegan Experience January 2008 - May 2008
Job Student at University of Alabama
Industry Financial Services
Experience
Morgan Keegan January 2008 - May 2008
St. Jude May 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Education
University of Alabama 2004 — 2008
Morgan Keegan January 2008 - May 2008
St. Jude May 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Education
University of Alabama 2004 — 2008
Andrew O'Fee's Morgan Keegan Experience March 2003 - May 2004
Job Financial Services Professional
Industry Financial Services
Experience
Bank of Oklahoma January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Education
University of Delaware 1983 — 1987
Bachelor of Arts, International Relations
Bank of Oklahoma January 2005 - August 2005
Morgan Keegan March 2003 - May 2004
Merrill Lynch July 1987 - March 2003
Education
University of Delaware 1983 — 1987
Bachelor of Arts, International Relations
Jason Frazier, CFP®, ChFC®, AIF®'s Morgan Keegan Experience February 2011 - April 2012
Job Financial Planning Specialist at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Shoemaker Financial 2014 - Present
Raymond James Financial Inc. February 2011 - January 2014
RAYMOND JAMES® / Morgan Keegan April 2012 - February 2013
Morgan Keegan February 2011 - April 2012
Kelman-Lazarov, Inc August 2007 - February 2011
ServiceMaster / Terminix 2003 - 2007
Strategic Financial Partners August 1998 - May 2003
Lincoln Financial Advisors January 1995 - August 1998
Capital Management Group June 1993 - January 1995
Skills
Investments, Portfolio Management, Retirement, Retirement Planning, Finance, Strategic Financial..., Wealth Management, Series 7, Fixed Annuities, Strategy, Certified Financial..., Investment Strategies, Wealth Management..., Asset Allocation, Investment Advisory, Mutual Funds, Securities, 401k, Financial Planners, Series 63, Financial Advisory, Estate Planning, Wealth, Series 24
Education
University of California, Riverside 1989 — 1993
Bachelor of Science, Business Administration
Brock McKinley's Morgan Keegan Experience January 2005 - June 2005
Job Operations Manager / Inventory Control Manager
Industry Logistics and Supply Chain
Experience
W&R August 2011 - Present
Paragon Sporting Goods October 2006 - June 2010
Army National Guard September 1997 - September 2005
Morgan Keegan January 2005 - June 2005
University of Alabama January 2005 - May 2005
UBS Wealth Management September 2004 - January 2005
Skills
Cross-functional Team..., Leadership, Operations Management, Forecasting, Access, Inventory Management, Analysis, Logistics, Supply Chain, Project Planning, Team Building, Strategic Planning, Integration, Sales, Time Management
Education
University of Alabama 2004 — 2006
MS, Financial Engineering
University of Alabama 1998 — 2006
BS, Quantitative Finance
TCHS
W&R August 2011 - Present
Paragon Sporting Goods October 2006 - June 2010
Army National Guard September 1997 - September 2005
Morgan Keegan January 2005 - June 2005
University of Alabama January 2005 - May 2005
UBS Wealth Management September 2004 - January 2005
Skills
Cross-functional Team..., Leadership, Operations Management, Forecasting, Access, Inventory Management, Analysis, Logistics, Supply Chain, Project Planning, Team Building, Strategic Planning, Integration, Sales, Time Management
Education
University of Alabama 2004 — 2006
MS, Financial Engineering
University of Alabama 1998 — 2006
BS, Quantitative Finance
TCHS
Kevin Caldwell's Morgan Keegan Experience 2007 - 2011
Job Financial Advisor
Industry Investment Management
Experience
Raymond James 2012 - Present
Morgan Keegan 2007 - 2011
AmSouth Bank July 2005 - July 2007
Education
University of Florida 2001 — 2005
BS, Finance
Raymond James 2012 - Present
Morgan Keegan 2007 - 2011
AmSouth Bank July 2005 - July 2007
Education
University of Florida 2001 — 2005
BS, Finance
Jesse Kao's Morgan Keegan Experience May 2011 - April 2012
Job Analyst
Industry Oil & Energy
Experience
Point72 Asset Management, L.P. July 2014 - Present
Raymond James April 2012 - June 2014
Morgan Keegan May 2011 - April 2012
Ernst & Young October 2010 - May 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Bachelor of Business Administration, Accounting
Point72 Asset Management, L.P. July 2014 - Present
Raymond James April 2012 - June 2014
Morgan Keegan May 2011 - April 2012
Ernst & Young October 2010 - May 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
Bachelor of Business Administration, Accounting
Carolyn Andrews's Morgan Keegan Experience August 2008 - September 2012
Job Complex Operations Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. June 2013 - Present
UBS Financial Services, Inc. September 2012 - June 2013
Morgan Keegan August 2008 - September 2012
Stanford Group Company August 2006 - June 2008
TexasOne Investment Services July 2002 - July 2006
Bank United Securities/WM Financial Services September 1999 - May 2002
Education
University of Houston
BA, Advertising/Public Relations
UBS Financial Services, Inc. June 2013 - Present
UBS Financial Services, Inc. September 2012 - June 2013
Morgan Keegan August 2008 - September 2012
Stanford Group Company August 2006 - June 2008
TexasOne Investment Services July 2002 - July 2006
Bank United Securities/WM Financial Services September 1999 - May 2002
Education
University of Houston
BA, Advertising/Public Relations
Vonda Collins's Morgan Keegan Experience April 2004 - August 2012
Job Account ManagementOffice Administrator
Industry Financial Services
Experience
Raymond James Financial August 2012 - Present
Morgan Keegan April 2004 - August 2012
Morgan Keegan October 2000 - April 2004
The University of Memphis August 1999 - October 2000
Kelly Services May 1994 - August 1999
Skills
Policy, Leadership, Management, Training, Recruiting, Customer Service, Team Building, Human Resources, Public Speaking, Process Improvement, Interviews
Education
The University of Memphis 2013 — 2016
Gradute Student, MBA Program
The University of Memphis 2005 — 2008
Masters of Arts, Liberal Studies
Xavier University of Louisiana
Bachelor of Science, Business Administration
Raymond James Financial August 2012 - Present
Morgan Keegan April 2004 - August 2012
Morgan Keegan October 2000 - April 2004
The University of Memphis August 1999 - October 2000
Kelly Services May 1994 - August 1999
Skills
Policy, Leadership, Management, Training, Recruiting, Customer Service, Team Building, Human Resources, Public Speaking, Process Improvement, Interviews
Education
The University of Memphis 2013 — 2016
Gradute Student, MBA Program
The University of Memphis 2005 — 2008
Masters of Arts, Liberal Studies
Xavier University of Louisiana
Bachelor of Science, Business Administration
Jim Mote's Morgan Keegan Experience October 1997 - September 2006
Job Owner, WealthPath Investment Advisors, LLC
Industry Financial Services
Experience
WealthPath Investment Advisors May 2011 - Present
AdivsorAlliance, LLC 2006 - June 2011
Morgan Keegan October 1997 - September 2006
Education
University of Arkansas 1958 — 1963
BsEd, Secondary Education/Biological Sci.
WealthPath Investment Advisors May 2011 - Present
AdivsorAlliance, LLC 2006 - June 2011
Morgan Keegan October 1997 - September 2006
Education
University of Arkansas 1958 — 1963
BsEd, Secondary Education/Biological Sci.
Elliot Evans's Morgan Keegan Experience August 2006 - Present
Job Registered Sales Assistant at Morgan Keegan
Industry Investment Management
Experience
Morgan Keegan August 2006 - Present
morgan keegan 2006 - 2008
Education
University of Arkansas 2002 — 2006
Bachelor of Science in Business Administration, Finance - Investments
Morgan Keegan August 2006 - Present
morgan keegan 2006 - 2008
Education
University of Arkansas 2002 — 2006
Bachelor of Science in Business Administration, Finance - Investments
Richard Ranck, CIMA®, MBA's Morgan Keegan Experience June 2002 - February 2005
Job Regional Vice President at Invesco PowerShares
Industry Financial Services
Experience
Invesco PowerShares 2005 - Present
Morgan Keegan June 2002 - February 2005
Ford Motor Company January 1996 - June 2002
Skills
Alternative Investments, Asset Allocation, ETFs, Asset Management, Financial Advisory, Investments, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Wealth Management
Education
University of California, Berkeley, Haas School of Business 2009 — 2009
CIMA®
University of Memphis 2000 — 2002
MBA
Wheaton College 1987 — 1991
B.A, Business/Economics
Invesco PowerShares 2005 - Present
Morgan Keegan June 2002 - February 2005
Ford Motor Company January 1996 - June 2002
Skills
Alternative Investments, Asset Allocation, ETFs, Asset Management, Financial Advisory, Investments, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Wealth Management
Education
University of California, Berkeley, Haas School of Business 2009 — 2009
CIMA®
University of Memphis 2000 — 2002
MBA
Wheaton College 1987 — 1991
B.A, Business/Economics
Dan Hinds's Morgan Keegan Experience July 2010 - April 2012
Job MLP Energy/Infrastructure Securities Analyst at Salient Partners
Industry Investment Management
Experience
Salient Partners April 2012 - Present
Morgan Keegan July 2010 - April 2012
Skills
Chartered Financial..., Certified Public...
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Salient Partners April 2012 - Present
Morgan Keegan July 2010 - April 2012
Skills
Chartered Financial..., Certified Public...
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Ron Bailey's Morgan Keegan Experience August 2004 - October 2009
Job VP of Investments and Insurance at Queen Financial Services Corporation
Industry Investment Management
Experience
Queen Financial Services Corporation October 2009 - Present
Morgan Keegan August 2004 - October 2009
Skills
Retirement Planning, Series 7, Series 65, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Fixed Annuities, Investments, Mutual Funds, Alternative Investments, Retirement, Strategic Financial..., Securities, Bonds, Financial Planners, Estate Planning, Insurance, Investment Management, Uniform Combined State..., Long-term Care
Education
University of Alabama 1988 — 1991
BA, Psychology, English
Hixson High School 1983 — 1986
College Prep
Queen Financial Services Corporation October 2009 - Present
Morgan Keegan August 2004 - October 2009
Skills
Retirement Planning, Series 7, Series 65, Asset Allocation, Series 63, Wealth Management, Investment Advisory, Fixed Annuities, Investments, Mutual Funds, Alternative Investments, Retirement, Strategic Financial..., Securities, Bonds, Financial Planners, Estate Planning, Insurance, Investment Management, Uniform Combined State..., Long-term Care
Education
University of Alabama 1988 — 1991
BA, Psychology, English
Hixson High School 1983 — 1986
College Prep
Seth Copeland's Morgan Keegan Experience February 2009 - February 2014
Job Senior Software Engineer at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG February 2014 - Present
Raymond James Financial Inc. April 2012 - February 2014
Morgan Keegan February 2009 - February 2014
Hilton Hotels Corporation September 2008 - February 2009
Insuresoft August 2005 - July 2008
Skills
C#, ASP.NET AJAX, SQL Server, SSRS, SSIS, VB.NET, Web Services, Cognos, ASP.NET, SQL, Microsoft SQL Server, Business Analysis, Web Development, Business Intelligence, Databases
Education
University of Alabama 2000 — 2004
Vining Sparks, IBG February 2014 - Present
Raymond James Financial Inc. April 2012 - February 2014
Morgan Keegan February 2009 - February 2014
Hilton Hotels Corporation September 2008 - February 2009
Insuresoft August 2005 - July 2008
Skills
C#, ASP.NET AJAX, SQL Server, SSRS, SSIS, VB.NET, Web Services, Cognos, ASP.NET, SQL, Microsoft SQL Server, Business Analysis, Web Development, Business Intelligence, Databases
Education
University of Alabama 2000 — 2004
Katie Brawner's Morgan Keegan Experience January 1999 - February 2013
Job Product Analyst at Talisys
Industry Financial Services
Experience
Talisys August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Raymond James February 2013 - May 2013
Morgan Keegan January 1999 - February 2013
Skills
Series 7, SharePoint, Troubleshooting, Financial Services, Microsoft Office, Leadership, Visio, Business Analysis, Management, Process Improvement, Project Management, Customer Service, Loans, Software Documentation, Finance, Bloomberg, Risk Management, SDLC, Vendor Management, Banking, Strategic Planning, Team Management, Investments, Retirement Planning, Technical Support
Education
Union University 2003 — 2005
MBA, Business Administration and Management, General
The University of Southern Mississippi 1995 — 1998
BSBA, Banking & Finance
Talisys August 2014 - Present
Raymond James Financial Inc. June 2013 - August 2014
Raymond James February 2013 - May 2013
Morgan Keegan January 1999 - February 2013
Skills
Series 7, SharePoint, Troubleshooting, Financial Services, Microsoft Office, Leadership, Visio, Business Analysis, Management, Process Improvement, Project Management, Customer Service, Loans, Software Documentation, Finance, Bloomberg, Risk Management, SDLC, Vendor Management, Banking, Strategic Planning, Team Management, Investments, Retirement Planning, Technical Support
Education
Union University 2003 — 2005
MBA, Business Administration and Management, General
The University of Southern Mississippi 1995 — 1998
BSBA, Banking & Finance
Leah Hollstein's Morgan Keegan Experience 1999 - 2001
Job Visiting Assistant Professor at University of Cincinnati
Industry Higher Education
Experience
University of Cincinnati August 2014 - Present
The University of Texas at Austin August 2008 - August 2014
Ayers Saint Gross 2006 - 2008
Wagoner Steinberg & Co. 2001 - 2003
Morgan Keegan 1999 - 2001
Skills
Urban Planning, Landscape Architecture, ArcGIS, Urban Design, Sustainability, Sustainable Design, Land Use Planning, GIS, AutoCAD, Comprehensive Planning, Research, Design Research, LEED AP, LEED, Community Outreach, Microsoft Office, Photoshop, Environmental Awareness, Policy Analysis
Education
The University of Texas at Austin 2008 — 2014
Doctor of Philosophy (Ph.D.), Ph.D in City and Regional Planning, concentration in Land Use and Physical Planning
University of Michigan 2003 — 2006
MLA, Master of Landscape Architecture
Rhodes College 1996 — 2000
BA, Economics and International Affairs
Maumee Valley Country Day School 1985 — 1996
University of Cincinnati August 2014 - Present
The University of Texas at Austin August 2008 - August 2014
Ayers Saint Gross 2006 - 2008
Wagoner Steinberg & Co. 2001 - 2003
Morgan Keegan 1999 - 2001
Skills
Urban Planning, Landscape Architecture, ArcGIS, Urban Design, Sustainability, Sustainable Design, Land Use Planning, GIS, AutoCAD, Comprehensive Planning, Research, Design Research, LEED AP, LEED, Community Outreach, Microsoft Office, Photoshop, Environmental Awareness, Policy Analysis
Education
The University of Texas at Austin 2008 — 2014
Doctor of Philosophy (Ph.D.), Ph.D in City and Regional Planning, concentration in Land Use and Physical Planning
University of Michigan 2003 — 2006
MLA, Master of Landscape Architecture
Rhodes College 1996 — 2000
BA, Economics and International Affairs
Maumee Valley Country Day School 1985 — 1996
John Starnes's Morgan Keegan Experience October 2005 - November 2012
Job Senior Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments December 2012 - Present
Morgan Keegan October 2005 - November 2012
Baker, Donelson, Bearman, Caldwell & Berkowitz 2001 - October 2005
Skills
Securities Litigation, Commercial Litigation, Arbitration, Insurance, Class Actions, Financial Services, Courts, Trials, Corporate Law, Employment Law, Legal Writing, Securities Regulation, Investments
Education
The University of Memphis—Cecil C. Humphreys School of Law 1997 — 2000
JD, Law
Fidelity Investments December 2012 - Present
Morgan Keegan October 2005 - November 2012
Baker, Donelson, Bearman, Caldwell & Berkowitz 2001 - October 2005
Skills
Securities Litigation, Commercial Litigation, Arbitration, Insurance, Class Actions, Financial Services, Courts, Trials, Corporate Law, Employment Law, Legal Writing, Securities Regulation, Investments
Education
The University of Memphis—Cecil C. Humphreys School of Law 1997 — 2000
JD, Law
Sara Truax's Morgan Keegan Experience June 2007 - August 2007
Job Assistant Site MerchandiserDesigner Customer Styling at Nordstrom.com
Industry Apparel & Fashion
Experience
Nordstrom.com August 2015 - Present
Nordstrom September 2013 - August 2015
Nordstrom June 2011 - August 2013
Nordstrom October 2010 - June 2011
Nordstrom November 2009 - September 2010
Nordstrom May 2009 - August 2009
Neiman Marcus December 2008 - January 2009
Bergdorf Goodman June 2008 - August 2008
Neiman Marcus December 2007 - January 2008
Morgan Keegan June 2007 - August 2007
Skills
Fashion, Retail, Merchandising, Sales, Apparel, Customer Service, Management, Leadership, Visual Merchandising, Trend Analysis, Retail Sales, Inventory Management, Store Management, Microsoft Office, Advertising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2009
BS, Business Administration, 3.8
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Business Administration and Management, General
Nordstrom.com August 2015 - Present
Nordstrom September 2013 - August 2015
Nordstrom June 2011 - August 2013
Nordstrom October 2010 - June 2011
Nordstrom November 2009 - September 2010
Nordstrom May 2009 - August 2009
Neiman Marcus December 2008 - January 2009
Bergdorf Goodman June 2008 - August 2008
Neiman Marcus December 2007 - January 2008
Morgan Keegan June 2007 - August 2007
Skills
Fashion, Retail, Merchandising, Sales, Apparel, Customer Service, Management, Leadership, Visual Merchandising, Trend Analysis, Retail Sales, Inventory Management, Store Management, Microsoft Office, Advertising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2009
BS, Business Administration, 3.8
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Business Administration and Management, General
John Pierce, CISSP's Morgan Keegan Experience March 1987 - August 1997
Job Information Security Specialist
Industry Information Technology and Services
Experience
self employed, security consultant/artist January 2012 - Present
eClinicalWorks August 2011 - December 2011
Our Lady of the Lake University August 2010 - May 2011
John Pierce Furniture August 1998 - June 2006
Morgan Keegan March 1987 - August 1997
Skills
Healthcare Information..., Programming Languages, C, x86 Assembly, Python, MySQL, Penetration Testing, Application Security, Data Analysis, Operating Systems, Linux, Debian, Ubuntu, CentOS, Windows XP Pro, Windows 7, Financial Modeling, Financial Analysis, Wood Carving, Custom Furniture, Information Technology
Education
The University of Texas at Austin 2011 — 2011
Certification as HIT Management and Exchange Specialist, HIT
Our Lady of the Lake University 2007 — 2009
MS, CISS, 4.0
University of Texas 1980 — 1982
BBA, Management
self employed, security consultant/artist January 2012 - Present
eClinicalWorks August 2011 - December 2011
Our Lady of the Lake University August 2010 - May 2011
John Pierce Furniture August 1998 - June 2006
Morgan Keegan March 1987 - August 1997
Skills
Healthcare Information..., Programming Languages, C, x86 Assembly, Python, MySQL, Penetration Testing, Application Security, Data Analysis, Operating Systems, Linux, Debian, Ubuntu, CentOS, Windows XP Pro, Windows 7, Financial Modeling, Financial Analysis, Wood Carving, Custom Furniture, Information Technology
Education
The University of Texas at Austin 2011 — 2011
Certification as HIT Management and Exchange Specialist, HIT
Our Lady of the Lake University 2007 — 2009
MS, CISS, 4.0
University of Texas 1980 — 1982
BBA, Management
Bayron Baggett's Morgan Keegan Experience September 2002 - January 2004
Job Director Franchise Sales at Choice Hotels International
Industry Hospitality
Experience
Choice Hotels International August 2004 - Present
Morgan Keegan September 2002 - January 2004
Sleep Inn August 1996 - August 2002
Skills
Franchising, Hotels, Hospitality Industry, Site Selection, Hospitality, Hotel Management, Cold Calling, Hospitality Management, Location Intelligence, Contract Negotiation, Resorts, Revenue Analysis, Food & Beverage, Restaurants, Yield Management, Front Office
Education
University of Alabama 1990 — 1995
Bachelor of Science, Cultural Geography
Choice Hotels International August 2004 - Present
Morgan Keegan September 2002 - January 2004
Sleep Inn August 1996 - August 2002
Skills
Franchising, Hotels, Hospitality Industry, Site Selection, Hospitality, Hotel Management, Cold Calling, Hospitality Management, Location Intelligence, Contract Negotiation, Resorts, Revenue Analysis, Food & Beverage, Restaurants, Yield Management, Front Office
Education
University of Alabama 1990 — 1995
Bachelor of Science, Cultural Geography
Heather Castle CFP®, ChFC®, AIF®, MBA's Morgan Keegan Experience 2009 - 2012
Job VP Investments at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Stifel Financial Corp. September 2015 - Present
Fidelity Investments November 2012 - September 2015
Morgan Keegan 2009 - 2012
Synvous Securities 2008 - 2009
Sterne Agee 2007 - 2008
AIG VALIC 2006 - 2007
Skills
Series 7, Series 63, Series 9/ 10, AIF, Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Investment Advisory, Asset Management, Alternative Investments, Portfolio Management
Education
University of Alabama, Manderson Graduate School of Business 2009 — 2011
MBA, Finance
University of Alabama 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Molly Myhan's Morgan Keegan Experience June 2006 - March 2009
Job Secretary to the Provost/Vice President of Academic Affairs at Athens State University
Industry Higher Education
Experience
Athens State University January 2013 - Present
Athens Sate University September 2010 - January 2013
Peach Tree Medical Billing June 2010 - August 2010
Morgan Keegan June 2006 - March 2009
St. Francis University Parish July 1995 - September 1998
Skills
Data Analysis, PowerPoint, Research, Microsoft Excel, Event Planning, Public Speaking, Training, Higher Education, Social Media, Microsoft Office, Databases, Management, Distance Learning, Time Management, Financial Advisory, Outlook, Instructional Design, Microsoft Word, Teaching
Education
University of Alabama 1989 — 1994
BS, Marketing
Athens State University January 2013 - Present
Athens Sate University September 2010 - January 2013
Peach Tree Medical Billing June 2010 - August 2010
Morgan Keegan June 2006 - March 2009
St. Francis University Parish July 1995 - September 1998
Skills
Data Analysis, PowerPoint, Research, Microsoft Excel, Event Planning, Public Speaking, Training, Higher Education, Social Media, Microsoft Office, Databases, Management, Distance Learning, Time Management, Financial Advisory, Outlook, Instructional Design, Microsoft Word, Teaching
Education
University of Alabama 1989 — 1994
BS, Marketing
Jeff Dreifus's Morgan Keegan Experience July 2011 - March 2012
Job Senior Analyst at Metronome Partners LLC
Industry Investment Banking
Experience
Metronome Partners LLC March 2015 - Present
TI Fellowship September 2012 - Present
Evaporcool September 2013 - February 2015
Raymond James Financial Inc. April 2012 - August 2013
Morgan Keegan July 2011 - March 2012
Morgan Keegan June 2010 - August 2010
Skills
Investments, Financial Analysis, FINRA, Microsoft Office, Capital IQ, Valuation, Series 63, Bloomberg, Energy Efficiency, Cleantech, Sales, Factset, Series 79, Dealogic, Training the Street, Financial Modeling, Mergers & Acquisitions, Capital Raising, Sustainability, Green Building, Environmental Policy, Public Speaking, Investment Banking
Education
Washington University in St. Louis 2007 — 2011
A.B., Economics and Environmental Studies
Lausanne
Lausanne
University College London, U. of London
Metronome Partners LLC March 2015 - Present
TI Fellowship September 2012 - Present
Evaporcool September 2013 - February 2015
Raymond James Financial Inc. April 2012 - August 2013
Morgan Keegan July 2011 - March 2012
Morgan Keegan June 2010 - August 2010
Skills
Investments, Financial Analysis, FINRA, Microsoft Office, Capital IQ, Valuation, Series 63, Bloomberg, Energy Efficiency, Cleantech, Sales, Factset, Series 79, Dealogic, Training the Street, Financial Modeling, Mergers & Acquisitions, Capital Raising, Sustainability, Green Building, Environmental Policy, Public Speaking, Investment Banking
Education
Washington University in St. Louis 2007 — 2011
A.B., Economics and Environmental Studies
Lausanne
Lausanne
University College London, U. of London
Jim Hornibrook's Morgan Keegan Experience 1988 - 1990
Job President at Exceed Inc.
Industry Consumer Goods
Experience
Exceed Inc. January 2007 - Present
Pierre Foods 1998 - 2005
Gol-Pak 1997 - 1999
Gol-Pak 1997 - 1999
Tyson Foods 1990 - 1997
Morgan Keegan 1988 - 1990
Skills
Strategic Planning, Product Development, Sales Management, Marketing Strategy, Food Industry, Food, Inventory Management, National Accounts, Customer Insight, Grocery, Consumer Products, P&L Management, Cross-functional Team..., Key Account Development, Merchandising, Supply Chain, Income Statement, Forecasting, Team Building, Frozen Food, Retail, Purchasing, Budgets, Pricing, Management, New Business Development, Sales Operations, FMCG, Competitive Analysis, Market Planning, Supply Chain Management, Shopper Marketing, Food Service, Brand Management, Trade Marketing, Key Account Management, Account Management, Business Planning, Profit, Negotiation, Meat, Logistics, Sales, Food Processing, Strategy, P&L, Continuous Improvement, Product Marketing, Inventory Control, HACCP
Education
University of Arkansas 1979 — 1985
Finance/Banking, Business Administration
Exceed Inc. January 2007 - Present
Pierre Foods 1998 - 2005
Gol-Pak 1997 - 1999
Gol-Pak 1997 - 1999
Tyson Foods 1990 - 1997
Morgan Keegan 1988 - 1990
Skills
Strategic Planning, Product Development, Sales Management, Marketing Strategy, Food Industry, Food, Inventory Management, National Accounts, Customer Insight, Grocery, Consumer Products, P&L Management, Cross-functional Team..., Key Account Development, Merchandising, Supply Chain, Income Statement, Forecasting, Team Building, Frozen Food, Retail, Purchasing, Budgets, Pricing, Management, New Business Development, Sales Operations, FMCG, Competitive Analysis, Market Planning, Supply Chain Management, Shopper Marketing, Food Service, Brand Management, Trade Marketing, Key Account Management, Account Management, Business Planning, Profit, Negotiation, Meat, Logistics, Sales, Food Processing, Strategy, P&L, Continuous Improvement, Product Marketing, Inventory Control, HACCP
Education
University of Arkansas 1979 — 1985
Finance/Banking, Business Administration
Brandon Pae's Morgan Keegan Experience November 2011 - December 2011
Job Senior Fixed Income Portfolio Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2015 - Present
Wells Capital Management January 2012 - February 2015
Morgan Keegan November 2011 - December 2011
University of California, Berkeley June 2010 - November 2011
Wedbush Securities September 2011 - October 2011
California Community Foundation May 2009 - June 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of California, Berkeley 2001 — 2005
BA, Economics and Political Science
Wells Capital Management February 2015 - Present
Wells Capital Management January 2012 - February 2015
Morgan Keegan November 2011 - December 2011
University of California, Berkeley June 2010 - November 2011
Wedbush Securities September 2011 - October 2011
California Community Foundation May 2009 - June 2009
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2007 - September 2008
Lehman Brothers July 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of California, Berkeley 2001 — 2005
BA, Economics and Political Science
R. Michael Villarreal's Morgan Keegan Experience May 2006 - February 2008
Job Founder, Flite Banking Centers, LLC
Industry Financial Services
Experience
Flite Banking Centers March 2009 - Present
V. V. Swartz & Company, LLC March 2008 - March 2009
Morgan Keegan May 2006 - February 2008
Dennard Rupp Gray & Lascar, LLC June 2005 - June 2006
Safari Hardwoods, LLC November 2003 - June 2005
CIBC World Markets September 1999 - December 2002
Jefferies & Company December 1997 - September 1999
Dillon, Read & Company, Inc. March 1997 - December 1997
Jefferies & Company May 1994 - March 1997
Skills
Financial Modeling, Investor Relations, Valuation, Investment Banking, Equity Research, Energy, Project Finance, Capital Markets, Private Equity, Corporate Development, Venture Capital, Mergers & Acquisitions, Due Diligence, Financial Services
Education
University of Houston 1994 — 1996
BBA in Finance
Flite Banking Centers March 2009 - Present
V. V. Swartz & Company, LLC March 2008 - March 2009
Morgan Keegan May 2006 - February 2008
Dennard Rupp Gray & Lascar, LLC June 2005 - June 2006
Safari Hardwoods, LLC November 2003 - June 2005
CIBC World Markets September 1999 - December 2002
Jefferies & Company December 1997 - September 1999
Dillon, Read & Company, Inc. March 1997 - December 1997
Jefferies & Company May 1994 - March 1997
Skills
Financial Modeling, Investor Relations, Valuation, Investment Banking, Equity Research, Energy, Project Finance, Capital Markets, Private Equity, Corporate Development, Venture Capital, Mergers & Acquisitions, Due Diligence, Financial Services
Education
University of Houston 1994 — 1996
BBA in Finance
Tamekia Thompson's Morgan Keegan Experience 2003 - 2006
Job Account Manager
Industry Investment Management
Experience
UADR May 2014 - Present
FTB Advisors November 2008 - February 2014
Shoemaker Financial 2007 - 2008
Morgan Keegan 2003 - 2006
Skills
Financial Analysis, Series 7, Portfolio Management, Loans, Banking
Education
The University of Memphis
UADR May 2014 - Present
FTB Advisors November 2008 - February 2014
Shoemaker Financial 2007 - 2008
Morgan Keegan 2003 - 2006
Skills
Financial Analysis, Series 7, Portfolio Management, Loans, Banking
Education
The University of Memphis
Santiago Medina's Morgan Keegan Experience January 2009 - May 2009
Job Assistant Vice President at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation October 2013 - June 2015
BBVA August 2012 - October 2013
PT. BANK NEGARA INDONESIA (Persero) Tbk. May 2010 - August 2012
BBVA October 2009 - January 2010
Foreign Language Services, Inc September 2008 - August 2009
Morgan Keegan January 2009 - May 2009
Greengate School for Dyslexia July 2008 - August 2008
Skills
Financial Analysis, Financial Accounting, High Yield Bonds, Investments, Business Analysis, Cash Flow, Building Relationships, Credit Risk, Risk Management, Spanish, Spanish Literature, Literature, Microsoft Excel, PowerPoint, Sovereign Debt, Credit, Financial Risk, Investment Banking
Education
University of Alabama 2004 — 2009
Bachelors of Science in Commerce and Business Administration, Finance, Spanish
Universidad de Alcala de Henares 2007 — 2007
Sumitomo Mitsui Banking Corporation July 2015 - Present
Sumitomo Mitsui Banking Corporation October 2013 - June 2015
BBVA August 2012 - October 2013
PT. BANK NEGARA INDONESIA (Persero) Tbk. May 2010 - August 2012
BBVA October 2009 - January 2010
Foreign Language Services, Inc September 2008 - August 2009
Morgan Keegan January 2009 - May 2009
Greengate School for Dyslexia July 2008 - August 2008
Skills
Financial Analysis, Financial Accounting, High Yield Bonds, Investments, Business Analysis, Cash Flow, Building Relationships, Credit Risk, Risk Management, Spanish, Spanish Literature, Literature, Microsoft Excel, PowerPoint, Sovereign Debt, Credit, Financial Risk, Investment Banking
Education
University of Alabama 2004 — 2009
Bachelors of Science in Commerce and Business Administration, Finance, Spanish
Universidad de Alcala de Henares 2007 — 2007
William Norwood's Morgan Keegan Experience January 2012 - May 2012
Job Financial Consultant
Industry Financial Services
Experience
Undisclosed February 2014 - Present
Regions Financial Corporation November 2013 - February 2014
Regions Financial Corporation August 2012 - November 2013
Sealy Realty June 2012 - November 2012
Morgan Keegan January 2012 - May 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Sales Management, Budgets, Social Media, Public Speaking, Banking, Finance, Risk Management
Education
University of Alabama 2009 — 2012
BS in Commerce and Business Administration, Economics
Undisclosed February 2014 - Present
Regions Financial Corporation November 2013 - February 2014
Regions Financial Corporation August 2012 - November 2013
Sealy Realty June 2012 - November 2012
Morgan Keegan January 2012 - May 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Sales Management, Budgets, Social Media, Public Speaking, Banking, Finance, Risk Management
Education
University of Alabama 2009 — 2012
BS in Commerce and Business Administration, Economics
Alpha Lyons, CFA's Morgan Keegan Experience June 2007 - August 2007
Job Investment Analyst at First Mercantile
Industry Investment Management
Experience
First Mercantile November 2011 - Present
Duncan-Williams, Inc. April 2011 - November 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2008 - December 2008
Morgan Keegan June 2007 - August 2007
Lyons Accounting Services September 2005 - January 2006
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance
Tulane University - A.B. Freeman School of Business 2004 — 2009
Bachelor of Science in Management, Finance & Anthropology
First Mercantile November 2011 - Present
Duncan-Williams, Inc. April 2011 - November 2011
Darwin Fenner Student Managed Fund January 2010 - May 2010
Burkenroad Reports August 2008 - December 2008
Morgan Keegan June 2007 - August 2007
Lyons Accounting Services September 2005 - January 2006
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
Master of Finance
Tulane University - A.B. Freeman School of Business 2004 — 2009
Bachelor of Science in Management, Finance & Anthropology
Richard Vance's Morgan Keegan Experience October 2005 - February 2013
Job First Vice President, Investments at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates February 2013 - Present
Morgan Keegan October 2005 - February 2013
Smith Barney November 1981 - October 2005
Skills
Series 7, Wealth Management, Retirement Planning, Securities, Series 63, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Equities, Fixed Income
Education
University of Cincinnati College of Business
Raymond James and Associates February 2013 - Present
Morgan Keegan October 2005 - February 2013
Smith Barney November 1981 - October 2005
Skills
Series 7, Wealth Management, Retirement Planning, Securities, Series 63, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Equities, Fixed Income
Education
University of Cincinnati College of Business
James Babka, CFA's Morgan Keegan Experience August 2007 - May 2011
Job Strategic Business Analyst at WEX Inc. (NYSE: WEX)
Industry Financial Services
Experience
WEX Inc. (NYSE: WEX) May 2013 - Present
Babka Industries, LLC June 2011 - March 2013
Morgan Keegan August 2007 - May 2011
A.G. Edwards & Sons, Inc. January 2006 - August 2007
Various Financial Services Firms 1998 - 2005
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equity Research, Bloomberg, Portfolio Management, Forecasting, Microsoft Excel, Equity Valuation, Project Management, Strategic Financial..., Chartered Financial..., Presentations, Corporate Development, Financial Planning, Finance, Management, Mutual Funds, Strategy, Strategic Planning, Trading, Mergers, Due Diligence, Analysis, Equities
Education
University of Colorado at Denver 2002 — 2003
Bachelor of Science (BS), Finance, General
University of Denver - Daniels College of Business 2002 — 2003
Master's, Finance
WEX Inc. (NYSE: WEX) May 2013 - Present
Babka Industries, LLC June 2011 - March 2013
Morgan Keegan August 2007 - May 2011
A.G. Edwards & Sons, Inc. January 2006 - August 2007
Various Financial Services Firms 1998 - 2005
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Equity Research, Bloomberg, Portfolio Management, Forecasting, Microsoft Excel, Equity Valuation, Project Management, Strategic Financial..., Chartered Financial..., Presentations, Corporate Development, Financial Planning, Finance, Management, Mutual Funds, Strategy, Strategic Planning, Trading, Mergers, Due Diligence, Analysis, Equities
Education
University of Colorado at Denver 2002 — 2003
Bachelor of Science (BS), Finance, General
University of Denver - Daniels College of Business 2002 — 2003
Master's, Finance
Joshua Large's Morgan Keegan Experience January 2010 - May 2010
Job Equity Research Associate at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey 2012 - September 2014
Catamount Strategic Advisors May 2011 - December 2011
Culverhouse Investment Management Group March 2009 - May 2011
Center For Teaching And Learning November 2008 - May 2011
Statim Holdings, Inc. March 2009 - July 2010
Morgan Keegan January 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Capital Markets, Corporate Finance, Business Valuation, PowerPoint, Investment Management, Investments, Portfolio Management, Equity Research, Valuation, Bloomberg, Equity Valuation, Equities, DCF
Education
University of Alabama 2007 — 2011
MSF, Finance: Corporate Finance
University of Alabama 2007 — 2011
BS, Finance & Economics
SunTrust Robinson Humphrey September 2014 - Present
SunTrust Robinson Humphrey 2012 - September 2014
Catamount Strategic Advisors May 2011 - December 2011
Culverhouse Investment Management Group March 2009 - May 2011
Center For Teaching And Learning November 2008 - May 2011
Statim Holdings, Inc. March 2009 - July 2010
Morgan Keegan January 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Capital Markets, Corporate Finance, Business Valuation, PowerPoint, Investment Management, Investments, Portfolio Management, Equity Research, Valuation, Bloomberg, Equity Valuation, Equities, DCF
Education
University of Alabama 2007 — 2011
MSF, Finance: Corporate Finance
University of Alabama 2007 — 2011
BS, Finance & Economics
Erin Abney's Morgan Keegan Experience February 2009 - May 2010
Job Trading and Brokerage Operations at National Alliance Securities
Industry Financial Services
Experience
National Alliance Securities April 2014 - Present
Hughes Capital Management September 2013 - April 2014
Tejas Securities Group, Inc. July 2011 - October 2012
Richard P. Slaughter Associates, Inc. 2010 - July 2011
Morgan Keegan February 2009 - May 2010
Skills
Equities, Financial Analysis, Securities, Series 7, Bloomberg, Strategic Financial..., Series 63, Bonds, Municipal Bonds, Asset Management, Investments, Finance, Mutual Funds, Trading, Customer Service, Sales, Microsoft Office, Fixed Income
Education
The University of Texas at Austin 2002 — 2006
Bachelor, Journalism
National Alliance Securities April 2014 - Present
Hughes Capital Management September 2013 - April 2014
Tejas Securities Group, Inc. July 2011 - October 2012
Richard P. Slaughter Associates, Inc. 2010 - July 2011
Morgan Keegan February 2009 - May 2010
Skills
Equities, Financial Analysis, Securities, Series 7, Bloomberg, Strategic Financial..., Series 63, Bonds, Municipal Bonds, Asset Management, Investments, Finance, Mutual Funds, Trading, Customer Service, Sales, Microsoft Office, Fixed Income
Education
The University of Texas at Austin 2002 — 2006
Bachelor, Journalism
Anuj Kamdar's Morgan Keegan Experience August 2010 - December 2010
Job Senior Analyst at Pegasus Capital Advisors
Industry Financial Services
Experience
Pegasus Capital Advisors September 2013 - Present
Moelis & Company August 2012 - September 2013
UC Berkeley August 2008 - May 2012
Moelis & Company June 2011 - August 2011
Morgan Keegan August 2010 - December 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor's degree, Business Administration and Management, General
University of California, Berkeley 2008 — 2012
Business Administration, Business Administration and Management, General
Pegasus Capital Advisors September 2013 - Present
Moelis & Company August 2012 - September 2013
UC Berkeley August 2008 - May 2012
Moelis & Company June 2011 - August 2011
Morgan Keegan August 2010 - December 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor's degree, Business Administration and Management, General
University of California, Berkeley 2008 — 2012
Business Administration, Business Administration and Management, General
Hallie Wallen's Morgan Keegan Experience May 2011 - September 2011
Job Marketing Director
Industry Marketing and Advertising
Experience
Kimball's Jewelers May 2012 - Present
HW Photography January 2011 - Present
Morgan Keegan May 2011 - September 2011
Tuscaloosa City Schools August 2010 - May 2011
Board of Education January 2011 - April 2011
The Tombras Group July 2007 - August 2009
Private Family June 2006 - July 2007
University of Alabama January 2006 - May 2006
Skills
-Leadership skills..., -Communication skills..., -Analytical and..., -Creative skills..., association with..., and renowned art..., -Work ethic and..., , commitment to..., Photoshop, Illustrator,..., Internet Web Design., adept in Strata and..., Advanced photography,...
Education
University of Alabama 2009 — 2010
Masters, Elementary Education
University of Alabama 2002 — 2006
American Studies, Art History, Photography
KNoxville Catholic
Kimball's Jewelers May 2012 - Present
HW Photography January 2011 - Present
Morgan Keegan May 2011 - September 2011
Tuscaloosa City Schools August 2010 - May 2011
Board of Education January 2011 - April 2011
The Tombras Group July 2007 - August 2009
Private Family June 2006 - July 2007
University of Alabama January 2006 - May 2006
Skills
-Leadership skills..., -Communication skills..., -Analytical and..., -Creative skills..., association with..., and renowned art..., -Work ethic and..., , commitment to..., Photoshop, Illustrator,..., Internet Web Design., adept in Strata and..., Advanced photography,...
Education
University of Alabama 2009 — 2010
Masters, Elementary Education
University of Alabama 2002 — 2006
American Studies, Art History, Photography
KNoxville Catholic
Tom Christenbury's Morgan Keegan Experience December 2006 - February 2009
Job VP Financial Advisor at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Morgan Keegan December 2006 - February 2009
Vining Sparks, IBG LP May 2002 - November 2006
NBC Capital Markets Grop, Inc (now Suntrust) March 1998 - May 2002
First American National Bank (AmeriStar/Invest) May 1996 - February 1998
Morgan Keegan & Co April 1984 - April 1996
Skills
Series 7, Fixed Income, Risk Management, Portfolio Management, Securities, Series 65, Investment..., Life and Annuity License, Investment Banking...
Education
University of Arkansas at Fayetteville 1978 — 1982
Bachelor of Science in Public Administration
Memphis University School, College Preparatory School 1974 — 1978
Morgan Keegan December 2006 - February 2009
Vining Sparks, IBG LP May 2002 - November 2006
NBC Capital Markets Grop, Inc (now Suntrust) March 1998 - May 2002
First American National Bank (AmeriStar/Invest) May 1996 - February 1998
Morgan Keegan & Co April 1984 - April 1996
Skills
Series 7, Fixed Income, Risk Management, Portfolio Management, Securities, Series 65, Investment..., Life and Annuity License, Investment Banking...
Education
University of Arkansas at Fayetteville 1978 — 1982
Bachelor of Science in Public Administration
Memphis University School, College Preparatory School 1974 — 1978
Jeffrey Melvin's Morgan Keegan Experience 2003 - March 2012
Job VP Trading Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. August 2015 - Present
Raymond James Financial Inc. April 2012 - July 2015
Morgan Keegan 2003 - March 2012
Prime Executions, Inc. 2001 - 2003
Education
SUNY Albany 1997 — 2001
BS, Business Administration
Pittsford Sutherland 1994 — 1997
Westwood Holdings Group, Inc. August 2015 - Present
Raymond James Financial Inc. April 2012 - July 2015
Morgan Keegan 2003 - March 2012
Prime Executions, Inc. 2001 - 2003
Education
SUNY Albany 1997 — 2001
BS, Business Administration
Pittsford Sutherland 1994 — 1997
Scott Rittelmeyer's Morgan Keegan Experience August 1998 - Present
Job Managing Director at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan August 1998 - Present
Education
University of Arkansas at Fayetteville 1976 — 1980
BSBA, Finance & Banking
Morgan Keegan August 1998 - Present
Education
University of Arkansas at Fayetteville 1976 — 1980
BSBA, Finance & Banking
Soek-Quan Washington's Morgan Keegan Experience May 2011 - May 2012
Job Project Consultant
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - Present
Morgan Keegan May 2011 - May 2012
Morgan Keegan July 1996 - April 2011
Skills
Customer Service, Problem Solving, Microsoft Office 2007, Microsoft Office 2010, Windows XP Pro, Numara Footprints, Dameware, PcAnywhere, Blackberry, Daptiv
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Raymond James Financial Inc. June 2012 - Present
Morgan Keegan May 2011 - May 2012
Morgan Keegan July 1996 - April 2011
Skills
Customer Service, Problem Solving, Microsoft Office 2007, Microsoft Office 2010, Windows XP Pro, Numara Footprints, Dameware, PcAnywhere, Blackberry, Daptiv
Education
The University of Texas at El Paso 1990 — 1994
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Brantly Carter's Morgan Keegan Experience June 1986 - July 2008
Job MS Accounting at University of Memphis
Industry Accounting
Experience
University of Memphis August 2010 - Present
Morgan Keegan June 1986 - July 2008
Skills
Strategic Planning, Customer Service, Microsoft Word, Research, PowerPoint, Microsoft Office, English, Public Speaking, Microsoft Excel, Teaching, Windows, Financial Analysis, Analysis, Managerial Economics, Accounting, Budgets, Managerial Finance, Auditing, Leadership
Education
University of Memphis 2010 — 2014
Master's Degree, Accounting, 3.75
Tulane University 1979 — 1984
Bachelor's Degree, Economics, 3.2
University of Memphis August 2010 - Present
Morgan Keegan June 1986 - July 2008
Skills
Strategic Planning, Customer Service, Microsoft Word, Research, PowerPoint, Microsoft Office, English, Public Speaking, Microsoft Excel, Teaching, Windows, Financial Analysis, Analysis, Managerial Economics, Accounting, Budgets, Managerial Finance, Auditing, Leadership
Education
University of Memphis 2010 — 2014
Master's Degree, Accounting, 3.75
Tulane University 1979 — 1984
Bachelor's Degree, Economics, 3.2
Travis Friesenhahn's Morgan Keegan Experience March 2011 - November 2011
Job Payroll and Benefits Accountant at Peter Mayer
Industry Marketing and Advertising
Experience
Peter Mayer February 2012 - Present
Morgan Keegan March 2011 - November 2011
jcpenney January 2008 - March 2011
Education
The University of Texas at Austin
Bachelor's degree, Economics
Peter Mayer February 2012 - Present
Morgan Keegan March 2011 - November 2011
jcpenney January 2008 - March 2011
Education
The University of Texas at Austin
Bachelor's degree, Economics
Barry Newcomb's Morgan Keegan Experience 1994 - 2000
Job Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
UBS April 2000 - Present
Morgan Keegan 1994 - 2000
Stephens Inc. 1987 - 1994
EF Hutton 1982 - 1987
Merrill Lynch 1977 - 1982
Education
University of Arkansas at Fayetteville 1970 — 1973
BSBA, Business Administration and Management, General
University of Missouri-Columbia 1968 — 1970
Business Administration and Management, General
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation