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
Holt Harris Holt Harris's Morgan Keegan Experience May 2006 - May 2007
Job Partner C.S.P Consulting
Industry Oil & Energy
Experience
C.S.P. May 2007 - Present
Morgan Keegan May 2006 - May 2007
Smith Barney 1994 - 2006
Skills
Investments, Management, Portfolio Management
Education
University of Oklahoma 1988 — 1993
BBA, Finance
C.S.P. May 2007 - Present
Morgan Keegan May 2006 - May 2007
Smith Barney 1994 - 2006
Skills
Investments, Management, Portfolio Management
Education
University of Oklahoma 1988 — 1993
BBA, Finance
Bob Lloyd Bob Lloyd's Morgan Keegan Experience January 2004 - February 2013
Job Chief Operating Officer at Revolution Partners, LLC
Industry Financial Services
Experience
Revolution Partners, LLC October 2013 - Present
Raymond James Financial Inc. February 2013 - September 2013
Morgan Keegan January 2004 - February 2013
Pan American Life Insurance Company June 2001 - January 2004
Integrated Decision Systems January 1996 - June 2001
Skills
Project Management, Management, Business Process, Cross-functional Team..., Strategy, Portfolio Management, Leadership, Business Analysis, Financial Services, Vendor Management, Risk Management, Strategic Planning, Asset Management, Mutual Funds, SharePoint, Security, Process Improvement, Business Planning, Integration, Cross Functional Team..., Wealth Management, Investments, Content Management, System Architecture, SQL, Budgets, Asset Managment, Fee-based advisory..., Fiserv Caliper, Fiserv GIM2, Fiserv APL, Software Documentation, Forecasting
Education
University of New Orleans 1994 — 1995
MBA
University of Wisconsin-Madison 1989 — 1992
BS
Revolution Partners, LLC October 2013 - Present
Raymond James Financial Inc. February 2013 - September 2013
Morgan Keegan January 2004 - February 2013
Pan American Life Insurance Company June 2001 - January 2004
Integrated Decision Systems January 1996 - June 2001
Skills
Project Management, Management, Business Process, Cross-functional Team..., Strategy, Portfolio Management, Leadership, Business Analysis, Financial Services, Vendor Management, Risk Management, Strategic Planning, Asset Management, Mutual Funds, SharePoint, Security, Process Improvement, Business Planning, Integration, Cross Functional Team..., Wealth Management, Investments, Content Management, System Architecture, SQL, Budgets, Asset Managment, Fee-based advisory..., Fiserv Caliper, Fiserv GIM2, Fiserv APL, Software Documentation, Forecasting
Education
University of New Orleans 1994 — 1995
MBA
University of Wisconsin-Madison 1989 — 1992
BS
Chace Herndon Chace Herndon's Morgan Keegan Experience 2008 - 2009
Job Business Development Director at Bedroc, Inc.
Industry Management Consulting
Experience
Bedroc, Inc. March 2014 - Present
Banes Capital Group, LLC May 2009 - March 2014
Shay Financial Services, Inc. May 2009 - March 2014
Morgan Keegan 2008 - 2009
Novo Nordisk A/S 2007 - 2008
Skills
SBA, Trading, Small Business Lending, Business Development, Finance, Series 63, Commercial Lending, Management, Consulting, Sales, Loans, USDA, Series 7, Retirement Planning, Commercial Banking, Cloud Computing, Data Center, Strategic Planning, Account Management, Leadership, Customer Service
Education
University of Mississippi 2002 — 2007
Business, Marketing/Marketing Management, General
Bedroc, Inc. March 2014 - Present
Banes Capital Group, LLC May 2009 - March 2014
Shay Financial Services, Inc. May 2009 - March 2014
Morgan Keegan 2008 - 2009
Novo Nordisk A/S 2007 - 2008
Skills
SBA, Trading, Small Business Lending, Business Development, Finance, Series 63, Commercial Lending, Management, Consulting, Sales, Loans, USDA, Series 7, Retirement Planning, Commercial Banking, Cloud Computing, Data Center, Strategic Planning, Account Management, Leadership, Customer Service
Education
University of Mississippi 2002 — 2007
Business, Marketing/Marketing Management, General
Hampton Hook Hampton Hook's Morgan Keegan Experience April 1993 - February 2002
Job Business Consultant at HFH Solutions
Industry Real Estate
Experience
HFH Solutions February 2015 - Present
Supreme Lending - Richardson TX August 2014 - February 2015
Primary Residential Mortgage February 2014 - August 2014
Supreme Lending February 2012 - February 2014
New Penn Financial, LLC February 2011 - February 2012
Wells Fargo February 2002 - February 2011
Morgan Keegan April 1993 - February 2002
Skills
Mortgage Lending, FHA, Refinance, Mortgage Banking, Loan Origination, Short Sales, Residential Mortgages, VA loans, Life Insurance, Real Estate Investment..., USDA Rural Housing, 203K, USDA, FHA financing, FHA Financing, VA Loans, First Time Home Buyers, Investments, Investment Properties, Loans
Education
University of Minnesota-Twin Cities 1982 — 1986
BIS, Business Administration and Management, General
The Foundacio'n Jose' Ortega y Gasset Toledo Spain 1985 — 1986
Spanish Culture and Language, Spanish Culture and Language
Saint Thomas Academy 1979 — 1982
High School
HFH Solutions February 2015 - Present
Supreme Lending - Richardson TX August 2014 - February 2015
Primary Residential Mortgage February 2014 - August 2014
Supreme Lending February 2012 - February 2014
New Penn Financial, LLC February 2011 - February 2012
Wells Fargo February 2002 - February 2011
Morgan Keegan April 1993 - February 2002
Skills
Mortgage Lending, FHA, Refinance, Mortgage Banking, Loan Origination, Short Sales, Residential Mortgages, VA loans, Life Insurance, Real Estate Investment..., USDA Rural Housing, 203K, USDA, FHA financing, FHA Financing, VA Loans, First Time Home Buyers, Investments, Investment Properties, Loans
Education
University of Minnesota-Twin Cities 1982 — 1986
BIS, Business Administration and Management, General
The Foundacio'n Jose' Ortega y Gasset Toledo Spain 1985 — 1986
Spanish Culture and Language, Spanish Culture and Language
Saint Thomas Academy 1979 — 1982
High School
Chad Olivier Chad Olivier's Morgan Keegan Experience 1998 - 2002
Job President / CERTIFIED FINANCIAL PLANNER™ at The Olivier Group, LLC
Industry Financial Services
Experience
The Olivier Group, LLC January 2002 - Present
Morgan Keegan 1998 - 2002
Olde Stockbrokers 1996 - 1998
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning
Education
University of Louisiana at Monroe 1991 — 1995
Finance, Finance, with Minor in Economics
The Olivier Group, LLC January 2002 - Present
Morgan Keegan 1998 - 2002
Olde Stockbrokers 1996 - 1998
Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning
Education
University of Louisiana at Monroe 1991 — 1995
Finance, Finance, with Minor in Economics
Emily Strickland Emily Strickland's Morgan Keegan Experience August 2003 - May 2006
Job Operations minded community banker
Industry Banking
Experience
Greater Community Bank August 2014 - Present
Aquesta Bank October 2011 - June 2014
Reliant Bank September 2009 - September 2011
Paragon Commercial Bank May 2006 - September 2009
Morgan Keegan August 2003 - May 2006
Regions Bank June 1999 - August 2003
Skills
Banking, Loans, Commercial Lending, Credit, Commercial Banking, Loan Origination, Portfolio Management, Deposits, Consumer Lending, Small Business Lending, Retail Banking, Refinance, Construction Loans, Bank Secrecy Act, Mortgage Banking, Financial Services, Lines Of Credit, Customer Service, Management, Branch Banking, Risk Management
Education
University of South Carolina-Columbia 1994 — 1999
Bachelors of Media Arts, Media Arts
Greater Community Bank August 2014 - Present
Aquesta Bank October 2011 - June 2014
Reliant Bank September 2009 - September 2011
Paragon Commercial Bank May 2006 - September 2009
Morgan Keegan August 2003 - May 2006
Regions Bank June 1999 - August 2003
Skills
Banking, Loans, Commercial Lending, Credit, Commercial Banking, Loan Origination, Portfolio Management, Deposits, Consumer Lending, Small Business Lending, Retail Banking, Refinance, Construction Loans, Bank Secrecy Act, Mortgage Banking, Financial Services, Lines Of Credit, Customer Service, Management, Branch Banking, Risk Management
Education
University of South Carolina-Columbia 1994 — 1999
Bachelors of Media Arts, Media Arts
Mitch Hodgkiss's Morgan Keegan Experience January 2002 - March 2005
Job Financial Advisor and Associate Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
Elizabeth Michaels Elizabeth Michaels's Morgan Keegan Experience June 2007 - July 2008
Job Property Assistant at Newmark Grubb Knight Frank
Industry Hospitality
Experience
Newmark Grubb Knight Frank December 2013 - Present
Chapman Concierge June 2013 - December 2013
Bocina Family July 2008 - July 2013
Morgan Keegan June 2007 - July 2008
Skills
Hospitality, Hospitality Industry, Customer Service, Event Management, Event Planning, Concierge Services, Facebook, Training, Sales, House Management, Social Media Marketing
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (BS), Human Development and Family Studies, General
Newmark Grubb Knight Frank December 2013 - Present
Chapman Concierge June 2013 - December 2013
Bocina Family July 2008 - July 2013
Morgan Keegan June 2007 - July 2008
Skills
Hospitality, Hospitality Industry, Customer Service, Event Management, Event Planning, Concierge Services, Facebook, Training, Sales, House Management, Social Media Marketing
Education
University of Rhode Island 2002 — 2006
Bachelor of Science (BS), Human Development and Family Studies, General
Andrew Yarbrough Andrew Yarbrough's Morgan Keegan Experience April 2011 - December 2011
Job Business Analyst Sr Specalist at CignaHealthSpring
Industry Information Technology and Services
Experience
Cigna-HealthSpring March 2015 - Present
Asurion January 2013 - February 2015
Asurion October 2012 - January 2013
Morgan Keegan April 2011 - December 2011
W. Andrew Yarbrough Attorney at Law 2005 - 2009
Skills
Leadership, Business Analysis, Technical Analysis, Technical Documentation, Web Analytics, Microsoft Office, Microsoft SQL Server, Communication, IT Strategy, Typing, Adobe, Web Content, Filing, Agile Methodologies, Agile & Waterfall..., Certified Scrum Master..., Scrum, JIRA, Confluence, Troubleshooting, Customer Service
Education
University of North Alabama 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.91
University of Mississippi 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.37
Cigna-HealthSpring March 2015 - Present
Asurion January 2013 - February 2015
Asurion October 2012 - January 2013
Morgan Keegan April 2011 - December 2011
W. Andrew Yarbrough Attorney at Law 2005 - 2009
Skills
Leadership, Business Analysis, Technical Analysis, Technical Documentation, Web Analytics, Microsoft Office, Microsoft SQL Server, Communication, IT Strategy, Typing, Adobe, Web Content, Filing, Agile Methodologies, Agile & Waterfall..., Certified Scrum Master..., Scrum, JIRA, Confluence, Troubleshooting, Customer Service
Education
University of North Alabama 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.91
University of Mississippi 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, 3.37
Benjamin Germany, RPL Benjamin Germany, RPL's Morgan Keegan Experience May 2005 - August 2005
Job Landman at Hunt Oil Company
Industry Oil & Energy
Experience
Hunt Oil Company August 2014 - Present
EXCO Resources, Inc. February 2010 - July 2014
Carla Petroleum, Inc. February 2008 - February 2010
SureHarbor, LLC May 2007 - August 2007
Morgan Keegan May 2005 - August 2005
Skills
Oil, Due Diligence, Natural Gas, Petroleum, Land, Microsoft Office, Energy, Leasing, Land Contracts, Title Opinions, Division Orders, Real Estate, Leases, Drilling, Gas, Minerals, Lease Negotiations, Field Development, Mineral Rights, Contract Negotiation, Titles, Upstream, Oil & Gas Industry, Oil/Gas, Land Acquisition, Shale, Abstracting, Energy Industry
Education
University of Mississippi 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
University of Mississippi - School of Business Administration 2003 — 2007
BBA, Finance
Hunt Oil Company August 2014 - Present
EXCO Resources, Inc. February 2010 - July 2014
Carla Petroleum, Inc. February 2008 - February 2010
SureHarbor, LLC May 2007 - August 2007
Morgan Keegan May 2005 - August 2005
Skills
Oil, Due Diligence, Natural Gas, Petroleum, Land, Microsoft Office, Energy, Leasing, Land Contracts, Title Opinions, Division Orders, Real Estate, Leases, Drilling, Gas, Minerals, Lease Negotiations, Field Development, Mineral Rights, Contract Negotiation, Titles, Upstream, Oil & Gas Industry, Oil/Gas, Land Acquisition, Shale, Abstracting, Energy Industry
Education
University of Mississippi 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
University of Mississippi - School of Business Administration 2003 — 2007
BBA, Finance
Jill (Bridges) Hidaji Jill (Bridges) Hidaji's Morgan Keegan Experience July 1989 - September 1993
Job Director, Human Resources at The Juice Plus+ Company
Industry Human Resources
Experience
The Juice Plus+ Company March 2014 - Present
Sri Wholeness Institute September 2013 - Present
TN SHRM State Council / SHRM Memphis January 2011 - Present
Bridges Built LLC September 2000 - Present
Booz Allen Hamilton June 2010 - September 2013
Hilton Hotels Corporation 2006 - 2008
Regions Financial 2001 - 2005
First Tennessee National Corp 2000 - 2000
Citbank and Salomon Brothers March 1994 - December 1999
Morgan Keegan July 1989 - September 1993
Skills
Leadership Development, Employee Relations, Change Management, Project Management, Executive Coaching, Talent Management, Organizational..., Performance Management, Succession Planning, Employee Engagement, Coaching, Organizational..., Team Building, Organizational Design, Management Development, Human Resources, Onboarding, Culture Change, Deferred Compensation, Recruiting, Employee Training, Training, Employee Benefits, Personnel Management, Interviews, Leadership, Mergers, Program Management, Workforce Planning, Staff Development, Career Development, PeopleSoft, 360 Feedback, HR Consulting, Talent Acquisition, Workshop Facilitation, Consulting, Performance Improvement, Emotional Intelligence, HR Policies, Job Descriptions, Training Delivery, Conflict Resolution, Operations Management, Executive Search, Strategy, New Hire Orientations, Temporary Placement, Employment Law, Career Management
Education
Institute for Integrative Nutrition 2014 — 2015
Health Coach
NeuroLeadership Group 2006 — 2008
Executive and Life Coach Certification
University of South Florida 2004 — 2004
Workplace and Family Mediation Certification
Univeristy of Memphis 1985 — 1989
BBA, Magna Cum Laude
Sheffield HS
The Juice Plus+ Company March 2014 - Present
Sri Wholeness Institute September 2013 - Present
TN SHRM State Council / SHRM Memphis January 2011 - Present
Bridges Built LLC September 2000 - Present
Booz Allen Hamilton June 2010 - September 2013
Hilton Hotels Corporation 2006 - 2008
Regions Financial 2001 - 2005
First Tennessee National Corp 2000 - 2000
Citbank and Salomon Brothers March 1994 - December 1999
Morgan Keegan July 1989 - September 1993
Skills
Leadership Development, Employee Relations, Change Management, Project Management, Executive Coaching, Talent Management, Organizational..., Performance Management, Succession Planning, Employee Engagement, Coaching, Organizational..., Team Building, Organizational Design, Management Development, Human Resources, Onboarding, Culture Change, Deferred Compensation, Recruiting, Employee Training, Training, Employee Benefits, Personnel Management, Interviews, Leadership, Mergers, Program Management, Workforce Planning, Staff Development, Career Development, PeopleSoft, 360 Feedback, HR Consulting, Talent Acquisition, Workshop Facilitation, Consulting, Performance Improvement, Emotional Intelligence, HR Policies, Job Descriptions, Training Delivery, Conflict Resolution, Operations Management, Executive Search, Strategy, New Hire Orientations, Temporary Placement, Employment Law, Career Management
Education
Institute for Integrative Nutrition 2014 — 2015
Health Coach
NeuroLeadership Group 2006 — 2008
Executive and Life Coach Certification
University of South Florida 2004 — 2004
Workplace and Family Mediation Certification
Univeristy of Memphis 1985 — 1989
BBA, Magna Cum Laude
Sheffield HS
Jeff Hull Jeff Hull's Morgan Keegan Experience March 2007 - February 2013
Job Managing Director, Branch Manager at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan March 2007 - February 2013
Smith Barney May 1988 - March 2007
Skills
Series 7, Insurance, Series 63, Management, Finance, Strategic Financial...
Education
University of South Carolina-Columbia 1974 — 1980
Bachelor of Science (BS)
University of South Carolina-Columbia 1974 — 1979
BA, Interdisciplinary Studies
Mountain Lakes High School 1970 — 1974
Raymond James & Associates, Inc. February 2013 - Present
Morgan Keegan March 2007 - February 2013
Smith Barney May 1988 - March 2007
Skills
Series 7, Insurance, Series 63, Management, Finance, Strategic Financial...
Education
University of South Carolina-Columbia 1974 — 1980
Bachelor of Science (BS)
University of South Carolina-Columbia 1974 — 1979
BA, Interdisciplinary Studies
Mountain Lakes High School 1970 — 1974
Eric Schofield Eric Schofield's Morgan Keegan Experience May 1994 - March 1995
Job Territory Manager Biosense Webster
Industry Medical Devices
Experience
Biosense Webster October 2013 - Present
Stryker Spine November 2009 - October 2013
Medtronic Spinal & Biologics January 2004 - September 2009
Medtronic Spine & Biologics June 2002 - January 2004
Medtronic Spine & Biologics January 2001 - June 2002
Medtronic Spine & Biologics February 1998 - January 2001
Medtronic Spine & Biologics May 1995 - February 1998
Morgan Keegan May 1994 - March 1995
Morgan Keegan May 1993 - May 1994
Skills
Hospitals, Sales Operations, Spine, Medical Devices, Surgical Instruments, Capital Equipment, Market Development, Sales, Operating Room, Orthopedic, Cardiology, Product Launch, Surgeons
Education
University of Richmond 1989 — 1993
BSBA, Business
Memphis University School 1986 — 1989
Biosense Webster October 2013 - Present
Stryker Spine November 2009 - October 2013
Medtronic Spinal & Biologics January 2004 - September 2009
Medtronic Spine & Biologics June 2002 - January 2004
Medtronic Spine & Biologics January 2001 - June 2002
Medtronic Spine & Biologics February 1998 - January 2001
Medtronic Spine & Biologics May 1995 - February 1998
Morgan Keegan May 1994 - March 1995
Morgan Keegan May 1993 - May 1994
Skills
Hospitals, Sales Operations, Spine, Medical Devices, Surgical Instruments, Capital Equipment, Market Development, Sales, Operating Room, Orthopedic, Cardiology, Product Launch, Surgeons
Education
University of Richmond 1989 — 1993
BSBA, Business
Memphis University School 1986 — 1989
Lucinda (Cindy) Raymond's Morgan Keegan Experience 2000 - 2007
Job Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2012 - Present
Morgan Stanley Smith B arney August 2007 - September 2012
Morgan Keegan 2000 - 2007
Prudential Securities Inc. 1990 - 2000
Alex Brown 1989 - 1990
Scharff & Jones, Inc. 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Series 7, Wealth Management, Securities, Investment Advisory, Retirement Planning, Fixed Income, Asset Managment, Investments, Strategic Financial..., Series 63, Equities, Insurance, Due Diligence, 401k, Corporate Finance, Commodity, Alternative Investments, Separately Managed..., Financial Advisory, Investment Strategies, Series 24, Bloomberg, Banking, Mutual Funds, Credit, Valuation, ETFs, Series 65, Wealth Management..., Retirement, Asset Management, Financial Modeling, Investment Management, Hedge Funds, Relationship Management, Capital Markets, FINRA, Bonds, Fixed Annuities, Loans, Emerging Markets, Equity Research, Options, Mortgage Lending, Financial Structuring, Equity Trading, Bloomberg Terminal, Financial Markets
Education
University of New Orleans 1970 — 1972
Art Education
Stephens Inc. September 2012 - Present
Morgan Stanley Smith B arney August 2007 - September 2012
Morgan Keegan 2000 - 2007
Prudential Securities Inc. 1990 - 2000
Alex Brown 1989 - 1990
Scharff & Jones, Inc. 1985 - 1988
Skills
Asset Allocation, Portfolio Management, Series 7, Wealth Management, Securities, Investment Advisory, Retirement Planning, Fixed Income, Asset Managment, Investments, Strategic Financial..., Series 63, Equities, Insurance, Due Diligence, 401k, Corporate Finance, Commodity, Alternative Investments, Separately Managed..., Financial Advisory, Investment Strategies, Series 24, Bloomberg, Banking, Mutual Funds, Credit, Valuation, ETFs, Series 65, Wealth Management..., Retirement, Asset Management, Financial Modeling, Investment Management, Hedge Funds, Relationship Management, Capital Markets, FINRA, Bonds, Fixed Annuities, Loans, Emerging Markets, Equity Research, Options, Mortgage Lending, Financial Structuring, Equity Trading, Bloomberg Terminal, Financial Markets
Education
University of New Orleans 1970 — 1972
Art Education
Elwyn Bridges Jr's Morgan Keegan Experience June 2010 - June 2010
Job Student at The University of North Carolina at Chapel Hill
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - August 2015
Moose Head Ranch May 2014 - August 2014
The Jordan Company May 2013 - June 2013
Morgan Keegan June 2010 - June 2010
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Facebook, Research, Teamwork, Social Networking, Music
Education
University of North Carolina 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Lovett School 2004 — 2012
Professional Selling Skills-The Academy for Automotive Professionals
Capstone Business Leadership Academy- The University of Alabama
SunTrust Robinson Humphrey June 2015 - August 2015
Moose Head Ranch May 2014 - August 2014
The Jordan Company May 2013 - June 2013
Morgan Keegan June 2010 - June 2010
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Public Speaking, Facebook, Research, Teamwork, Social Networking, Music
Education
University of North Carolina 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The Lovett School 2004 — 2012
Professional Selling Skills-The Academy for Automotive Professionals
Capstone Business Leadership Academy- The University of Alabama
Logan Phillips Logan Phillips's Morgan Keegan Experience February 2007 - February 2013
Job Vice President with The Phillips Group at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan February 2007 - February 2013
Home Builders Association of Mississippi January 2005 - January 2007
Skills
Investments, Asset Allocation, Mutual Funds
Education
University of Mississippi 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jackson Academy
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan February 2007 - February 2013
Home Builders Association of Mississippi January 2005 - January 2007
Skills
Investments, Asset Allocation, Mutual Funds
Education
University of Mississippi 1998 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jackson Academy
Dani Wright Dani Wright's Morgan Keegan Experience 2001 - 2005
Job Regional Sales Manager,SVPNational Sales at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors 2011 - Present
Wells Fargo Advisors December 2005 - October 2011
Morgan Keegan 2001 - 2005
Education
University of Northern Colorado
Wells Fargo Advisors 2011 - Present
Wells Fargo Advisors December 2005 - October 2011
Morgan Keegan 2001 - 2005
Education
University of Northern Colorado
Heiskell Weatherford's Morgan Keegan Experience 2000 - 2003
Job Senior Vice President at DuncanWilliams, Inc.
Industry Capital Markets
Experience
Duncan-Williams, Inc. June 2003 - Present
Morgan Keegan 2000 - 2003
Skills
Series 7, Fixed Income, Bonds, Capital Markets, Securities, Series 63, Investments, Multi Family Housing..., MBS, Agency MBS, FNMA DUS
Education
University of Mississippi
Bachelor's degree, Finance, General
Duncan-Williams, Inc. June 2003 - Present
Morgan Keegan 2000 - 2003
Skills
Series 7, Fixed Income, Bonds, Capital Markets, Securities, Series 63, Investments, Multi Family Housing..., MBS, Agency MBS, FNMA DUS
Education
University of Mississippi
Bachelor's degree, Finance, General
Kevin Gayle's Morgan Keegan Experience March 2001 - February 2013
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities October 2014 - Present
Raymond James February 2013 - September 2014
Morgan Keegan March 2001 - February 2013
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Retirement, Investments, Strategic Financial..., Asset Allocation, Mutual Funds, Separately Managed..., Hedge Funds, Investment Management, 401k, Asset Managment, Alternative Investments, Portfolio Management
Education
University of Louisiana at Lafayette
Finance
Wunderlich Securities October 2014 - Present
Raymond James February 2013 - September 2014
Morgan Keegan March 2001 - February 2013
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Retirement, Investments, Strategic Financial..., Asset Allocation, Mutual Funds, Separately Managed..., Hedge Funds, Investment Management, 401k, Asset Managment, Alternative Investments, Portfolio Management
Education
University of Louisiana at Lafayette
Finance
Christopher Murrey's Morgan Keegan Experience May 2000 - September 2001
Job Director, Carolina Financial Group
Industry Investment Banking
Experience
Carolina Financial Group LLC July 2013 - Present
Real Estate Investment October 2009 - May 2014
BB&T June 2002 - October 2009
Morgan Keegan May 2000 - September 2001
Centura Bank June 1998 - May 2000
Capital South Partners, LLC May 1995 - May 1998
Skills
Real Estate, Investment Banking, Long Distance Running, Venture Capital, Business Development, Debt & Equity Capital..., Mergers & Acquisitions, Entrepreneurship, Interior Design
Education
University of North Carolina at Chapel Hill 1993 — 1995
Bachelor of Arts (BA), English Language and Literature, General
University of North Carolina at Chapel Hill 1992 — 1995
Bachelor of Arts (B.A.) , English Language and Literature, General
Carolina Financial Group LLC July 2013 - Present
Real Estate Investment October 2009 - May 2014
BB&T June 2002 - October 2009
Morgan Keegan May 2000 - September 2001
Centura Bank June 1998 - May 2000
Capital South Partners, LLC May 1995 - May 1998
Skills
Real Estate, Investment Banking, Long Distance Running, Venture Capital, Business Development, Debt & Equity Capital..., Mergers & Acquisitions, Entrepreneurship, Interior Design
Education
University of North Carolina at Chapel Hill 1993 — 1995
Bachelor of Arts (BA), English Language and Literature, General
University of North Carolina at Chapel Hill 1992 — 1995
Bachelor of Arts (B.A.) , English Language and Literature, General
Brandt Miller's Morgan Keegan Experience January 2011 - May 2011
Job Fund Accountant at Mount Kellett Capital
Industry Financial Services
Experience
Mount Kellett Capital August 2014 - Present
PwC July 2012 - July 2014
Crowe Horwath LLP May 2011 - August 2011
Morgan Keegan January 2011 - May 2011
Bryan Campus Life Center January 2009 - May 2011
Webb Sanders PLLC May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Accounting, Investments, Equities, Forecasting, Portfolio Management, Analysis, Management, Finance, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Masters of Science in Accounting, Financial Reporting
Rhodes College 2007 — 2011
Bachelor's Degree, Business
Mount Kellett Capital August 2014 - Present
PwC July 2012 - July 2014
Crowe Horwath LLP May 2011 - August 2011
Morgan Keegan January 2011 - May 2011
Bryan Campus Life Center January 2009 - May 2011
Webb Sanders PLLC May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Accounting, Investments, Equities, Forecasting, Portfolio Management, Analysis, Management, Finance, Sarbanes-Oxley Act
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Masters of Science in Accounting, Financial Reporting
Rhodes College 2007 — 2011
Bachelor's Degree, Business
Sean Conroy, CFA, CFP's Morgan Keegan Experience January 2005 - June 2006
Job Portfolio Manager/ Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust July 2006 - Present
Morgan Keegan January 2005 - June 2006
Prudential Securities December 2001 - March 2004
Skills
Asset Allocation, Portfolio Management, Equities, Alternative Investments, Fixed Income, Wealth Management, Asset Management, Investment Strategies, Mutual Funds, Investments, Investment Management, Hedge Funds, Bloomberg, Investment Advisory, Securities, Series 7, Derivatives, Bonds
Education
University of New Orleans 1996 — 1999
Bachelor of Science (BS), Finance, General
Northern Trust July 2006 - Present
Morgan Keegan January 2005 - June 2006
Prudential Securities December 2001 - March 2004
Skills
Asset Allocation, Portfolio Management, Equities, Alternative Investments, Fixed Income, Wealth Management, Asset Management, Investment Strategies, Mutual Funds, Investments, Investment Management, Hedge Funds, Bloomberg, Investment Advisory, Securities, Series 7, Derivatives, Bonds
Education
University of New Orleans 1996 — 1999
Bachelor of Science (BS), Finance, General
Rebecca Rorie Rebecca Rorie's Morgan Keegan Experience 2006 - 2007
Job Financial Reporting Accounting Manager at AutoZone
Industry Accounting
Experience
AutoZone March 2013 - Present
Ernst & Young October 2011 - February 2013
Ernst & Young September 2009 - September 2011
Morgan Keegan 2006 - 2007
Skills
Financial Reporting, Auditing, Assurance, US GAAP, CPA, GAAP, External Audit
Education
University of Mississippi 2008 — 2009
Masters of Accountancy, Accounting
University of Mississippi 2004 — 2008
Bachelor of Accountancy, Accounting
AutoZone March 2013 - Present
Ernst & Young October 2011 - February 2013
Ernst & Young September 2009 - September 2011
Morgan Keegan 2006 - 2007
Skills
Financial Reporting, Auditing, Assurance, US GAAP, CPA, GAAP, External Audit
Education
University of Mississippi 2008 — 2009
Masters of Accountancy, Accounting
University of Mississippi 2004 — 2008
Bachelor of Accountancy, Accounting
Paul D. Snow, IV's Morgan Keegan Experience October 1997 - April 2002
Job Owner, Snow Financial Group
Industry Financial Services
Experience
Snow Financial Group April 2002 - Present
Raymond James Financial Services April 2002 - Present
Morgan Keegan October 1997 - April 2002
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Securities, Management, Series 7, Accounting, Asset Management, Estate Planning, Financial Services, Insurance, Investment Advisory, Finance, Mutual Funds, Bonds, Financial Advisory, Financial Planners, Investment Strategies, FINRA, Long-term Care, Disability Insurance, IRAs, Term Life Insurance, Financial Planning
Education
University of Mississippi 1989 — 1993
Finance
University of Mississippi 1989 — 1993
Snow Financial Group April 2002 - Present
Raymond James Financial Services April 2002 - Present
Morgan Keegan October 1997 - April 2002
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., Securities, Management, Series 7, Accounting, Asset Management, Estate Planning, Financial Services, Insurance, Investment Advisory, Finance, Mutual Funds, Bonds, Financial Advisory, Financial Planners, Investment Strategies, FINRA, Long-term Care, Disability Insurance, IRAs, Term Life Insurance, Financial Planning
Education
University of Mississippi 1989 — 1993
Finance
University of Mississippi 1989 — 1993
Charles Todd Mercer's Morgan Keegan Experience March 2001 - September 2007
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
UBS Financial Services Inc. September 2007 - November 2012
Morgan Keegan March 2001 - September 2007
US Army October 1990 - April 2004
Skills
Investments, Portfolio Management, Series 63, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Alternative Investments, Fixed Income, Estate Planning, ETFs, Options, Financial Modeling, Loans, Series 65, Mortgage Lending, Insurance, Commercial Lending, Life Insurance, Cash Management
Education
University of Louisville 1986 — 1990
BS, Political Science
Merrill Lynch November 2012 - Present
UBS Financial Services Inc. September 2007 - November 2012
Morgan Keegan March 2001 - September 2007
US Army October 1990 - April 2004
Skills
Investments, Portfolio Management, Series 63, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Retirement Planning, Alternative Investments, Fixed Income, Estate Planning, ETFs, Options, Financial Modeling, Loans, Series 65, Mortgage Lending, Insurance, Commercial Lending, Life Insurance, Cash Management
Education
University of Louisville 1986 — 1990
BS, Political Science
Will McQuiston Will McQuiston's Morgan Keegan Experience May 2008 - August 2008
Job Financial Reporting Analyst at AmSurg
Industry Accounting
Experience
AMSURG December 2014 - Present
AMSURG August 2013 - December 2014
AMSURG April 2012 - July 2013
Reynolds Bone & Griesbeck PLC January 2009 - March 2009
Morgan Keegan May 2008 - August 2008
Skills
CPA, Accounting, Budgets, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Microsoft Excel, Strategic Financial...
Education
University of Mississippi 2009 — 2010
MAC, Accounting
University of Mississippi - School of Business Administration 2005 — 2009
BA, Accounting
AMSURG December 2014 - Present
AMSURG August 2013 - December 2014
AMSURG April 2012 - July 2013
Reynolds Bone & Griesbeck PLC January 2009 - March 2009
Morgan Keegan May 2008 - August 2008
Skills
CPA, Accounting, Budgets, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Microsoft Excel, Strategic Financial...
Education
University of Mississippi 2009 — 2010
MAC, Accounting
University of Mississippi - School of Business Administration 2005 — 2009
BA, Accounting
Cobb Hammond Cobb Hammond's Morgan Keegan Experience July 1995 - August 1996
Job Financial Consultant at MidSouth Financial Group, Inc.
Industry Investment Management
Experience
Mid-South Financial Group, Inc. May 2015 - Present
Carty and Company, Inc. 1998 - Present
First American Consultants June 1997 - July 1998
Morgan Keegan July 1995 - August 1996
Sunburst Financial Group, Inc. June 1994 - July 1995
Republican National Committee, Political Campaign (2), and Field Director. July 1990 - March 1993
Hughes and Luce October 1989 - May 1990
Skills
Investments, Series 7, Retirement Planning, Securities, Portfolio Management, Retirement, Investment Strategies, Asset Allocation, Finance, Sales
Education
University of Mississippi 1983 — 1989
Public Administration major, Political Science minor. Also completed 18 hrs. towards a Masters Degree in Public Adm.
Highland Park HS
Mid-South Financial Group, Inc. May 2015 - Present
Carty and Company, Inc. 1998 - Present
First American Consultants June 1997 - July 1998
Morgan Keegan July 1995 - August 1996
Sunburst Financial Group, Inc. June 1994 - July 1995
Republican National Committee, Political Campaign (2), and Field Director. July 1990 - March 1993
Hughes and Luce October 1989 - May 1990
Skills
Investments, Series 7, Retirement Planning, Securities, Portfolio Management, Retirement, Investment Strategies, Asset Allocation, Finance, Sales
Education
University of Mississippi 1983 — 1989
Public Administration major, Political Science minor. Also completed 18 hrs. towards a Masters Degree in Public Adm.
Highland Park HS
Blake Walter Blake Walter's Morgan Keegan Experience March 2011 - March 2012
Job Associate Director at Conisus LLC
Industry Investment Banking
Experience
Conisus LLC July 2014 - Present
Conisus LLC July 2013 - July 2014
Raymond James Financial Inc. April 2012 - July 2013
Morgan Keegan March 2011 - March 2012
Burke Capital Group, a division of Morgan Keegan & Co. November 2010 - February 2011
Dragonfly Capital May 2010 - November 2010
Merrill Lynch September 2009 - December 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Series 79, Series 63, SNL, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2010
BSBA, Finance
Conisus LLC July 2014 - Present
Conisus LLC July 2013 - July 2014
Raymond James Financial Inc. April 2012 - July 2013
Morgan Keegan March 2011 - March 2012
Burke Capital Group, a division of Morgan Keegan & Co. November 2010 - February 2011
Dragonfly Capital May 2010 - November 2010
Merrill Lynch September 2009 - December 2009
Skills
Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Series 79, Series 63, SNL, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
BSBA, Finance
University of North Carolina at Chapel Hill 2006 — 2010
BSBA, Finance
Debbie Schrodt Debbie Schrodt's Morgan Keegan Experience January 2000 - April 2006
Job Owner at Pink Pig, Inc.
Industry Retail
Experience
Pink Pig, Inc. January 2006 - Present
Morgan Keegan January 2000 - April 2006
Skills
Merchandising, Online Advertising, Marketing Strategy, Social Media Marketing, Blogging, Advertising, Fashion, Email Marketing, Public Relations, Graphic Design, Photography, Sales, Social Networking, Interior Design, Jewelry, E-commerce, Furniture, Online Marketing, Apparel
Education
University of Pennsylvania
Marketing
Pink Pig, Inc. January 2006 - Present
Morgan Keegan January 2000 - April 2006
Skills
Merchandising, Online Advertising, Marketing Strategy, Social Media Marketing, Blogging, Advertising, Fashion, Email Marketing, Public Relations, Graphic Design, Photography, Sales, Social Networking, Interior Design, Jewelry, E-commerce, Furniture, Online Marketing, Apparel
Education
University of Pennsylvania
Marketing
Andrea McNeil's Morgan Keegan Experience October 2007 - June 2008
Job Communications Coordinator Sales Effectiveness Cigna
Industry Hospital & Health Care
Experience
Cigna September 2015 - Present
Cigna May 2014 - September 2015
Cigna February 2013 - May 2014
Cigna Healthcare March 2011 - January 2013
Cigna Healthcare October 2008 - March 2011
Morgan Keegan October 2007 - June 2008
Ajilon 2008 - 2008
Republic Bank January 2007 - October 2007
Republic Bank March 2005 - January 2007
Bahama Breeze July 2004 - March 2005
Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Human Resources, Health Insurance, Recruiting, Office Management, Administrative..., Sales Presentations, Salesforce.com, Management, Leadership, Sales Management, Team Building, Employee Benefits, Insurance, Marketing, Healthcare, Training, Strategic Planning
Education
University of Louisville 2000 — 2004
Bachelor of Arts-Concentration in Social Sciences, Psychology/French
Cigna September 2015 - Present
Cigna May 2014 - September 2015
Cigna February 2013 - May 2014
Cigna Healthcare March 2011 - January 2013
Cigna Healthcare October 2008 - March 2011
Morgan Keegan October 2007 - June 2008
Ajilon 2008 - 2008
Republic Bank January 2007 - October 2007
Republic Bank March 2005 - January 2007
Bahama Breeze July 2004 - March 2005
Skills
Customer Service, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Human Resources, Health Insurance, Recruiting, Office Management, Administrative..., Sales Presentations, Salesforce.com, Management, Leadership, Sales Management, Team Building, Employee Benefits, Insurance, Marketing, Healthcare, Training, Strategic Planning
Education
University of Louisville 2000 — 2004
Bachelor of Arts-Concentration in Social Sciences, Psychology/French
Carl Davis, AIF® Carl Davis, AIF®'s Morgan Keegan Experience September 2009 - April 2012
Job Wealth Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
Morgan Keegan September 2009 - April 2012
Raymond James Financial May 2000 - September 2009
Skills
ETFs, Mutual Funds, Investment Strategies, Closed-end Funds, Due Diligence, Alternative Investments, Equities, Investments, Asset Allocation, Asset Management, Wealth Management, Securities, Fixed Income, Stock Market Analysis, Portfolio Management, Data Analysis, Financial Statement..., Wealth Management..., Bloomberg
Education
University of South Florida 2005 — 2007
BS, Accounting
University of South Florida 2000 — 2003
BS, Finance
CFA Institute
2016 Level III Candidate in the CFA Program
BNY Mellon July 2012 - Present
Morgan Keegan September 2009 - April 2012
Raymond James Financial May 2000 - September 2009
Skills
ETFs, Mutual Funds, Investment Strategies, Closed-end Funds, Due Diligence, Alternative Investments, Equities, Investments, Asset Allocation, Asset Management, Wealth Management, Securities, Fixed Income, Stock Market Analysis, Portfolio Management, Data Analysis, Financial Statement..., Wealth Management..., Bloomberg
Education
University of South Florida 2005 — 2007
BS, Accounting
University of South Florida 2000 — 2003
BS, Finance
CFA Institute
2016 Level III Candidate in the CFA Program
Dylan Green's Morgan Keegan Experience June 2010 - July 2010
Job Multifamily Production AnalystFreddie Mac
Industry Real Estate
Experience
Freddie Mac June 2013 - Present
Monster Energy December 2010 - May 2013
Pi Lambda Phi Fraternity November 2010 - November 2012
Freddie Mac May 2012 - August 2012
Iron Hound Management July 2011 - August 2011
Morgan Keegan June 2010 - July 2010
Weekapaug Children’s Theatre Camp June 2008 - August 2009
Skills
Argus, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Public Speaking, Argus Modeling, Training, Event Planning
Education
UNC Kenan-Flagler Business School 2011 — 2013
Bachelor of Science (BS), Business Administration, 3.6
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics, 3.2
ACS Hillingdon International School 2007 — 2009
High School
Freddie Mac June 2013 - Present
Monster Energy December 2010 - May 2013
Pi Lambda Phi Fraternity November 2010 - November 2012
Freddie Mac May 2012 - August 2012
Iron Hound Management July 2011 - August 2011
Morgan Keegan June 2010 - July 2010
Weekapaug Children’s Theatre Camp June 2008 - August 2009
Skills
Argus, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Public Speaking, Argus Modeling, Training, Event Planning
Education
UNC Kenan-Flagler Business School 2011 — 2013
Bachelor of Science (BS), Business Administration, 3.6
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Economics, 3.2
ACS Hillingdon International School 2007 — 2009
High School
Leigh Haynes Leigh Haynes's Morgan Keegan Experience April 2003 - November 2009
Job Product Consultant II at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Adams-Moore, LLC October 2012 - February 2013
Vanguard June 2011 - September 2012
North Carolina Center for Retirement and Estate Planning July 2010 - May 2011
Morgan Keegan April 2003 - November 2009
Wachovia, a Wells Fargo Company August 2001 - April 2003
Wachovia, a Wells Fargo Company May 1998 - August 2001
Wachovia, A Wells Fargo Company February 1996 - May 1998
Wachovia, A Wells Fargo Company May 1985 - February 1996
Skills
Mutual Funds, Annuities, Customer Relations, Sales Support, 529 Plans, Series 7, Wealth Management, Long Term Care, Series 63, Retirement Planning, Securities, Asset Allocation, Investments, Fixed Income, Fixed Annuities, Long-term Care, Client-oriented, Customer Service, Sales Operations, 401k, Financial Advisory, Investment Advisory, Retirement, Series 65, Insurance, Finance, Estate Planning, Financial Services, Banking, FINRA, Relationship Management, Series 6, IRAs
Education
University of North Carolina at Charlotte 1979 — 1984
BA, Business
MetLife January 2014 - Present
Adams-Moore, LLC October 2012 - February 2013
Vanguard June 2011 - September 2012
North Carolina Center for Retirement and Estate Planning July 2010 - May 2011
Morgan Keegan April 2003 - November 2009
Wachovia, a Wells Fargo Company August 2001 - April 2003
Wachovia, a Wells Fargo Company May 1998 - August 2001
Wachovia, A Wells Fargo Company February 1996 - May 1998
Wachovia, A Wells Fargo Company May 1985 - February 1996
Skills
Mutual Funds, Annuities, Customer Relations, Sales Support, 529 Plans, Series 7, Wealth Management, Long Term Care, Series 63, Retirement Planning, Securities, Asset Allocation, Investments, Fixed Income, Fixed Annuities, Long-term Care, Client-oriented, Customer Service, Sales Operations, 401k, Financial Advisory, Investment Advisory, Retirement, Series 65, Insurance, Finance, Estate Planning, Financial Services, Banking, FINRA, Relationship Management, Series 6, IRAs
Education
University of North Carolina at Charlotte 1979 — 1984
BA, Business
Whitney Ruef Whitney Ruef's Morgan Keegan Experience 2007 - 2009
Job Copywriter at 180LA
Industry Marketing and Advertising
Experience
180LA 2015 - Present
Union Made Creative 2012 - 2015
VCU Brandcenter 2010 - 2012
Digital Kitchen June 2011 - August 2011
University of North Carolina at Chapel Hill 2006 - May 2010
Craig Jackson & Partners 2009 - 2010
Morgan Keegan 2007 - 2009
Skills
Copywriting, Advertising, Social Media Marketing, Market Research, Adobe Creative Suite, Facebook, Social Networking, Marketing, Marketing Strategy, Event Planning, Final Cut Pro, InDesign, Analysis, Blogging, Marketing Research, Strategic Planning, Creative Strategy, Competitive Analysis, Public Speaking, Photoshop, Keynote, Data Analysis, Integrated Marketing, Brand Development
Education
VCU Brandcenter 2010 — 2012
Masters of Communication, Advertising Copywriting
University of North Carolina at Chapel Hill 2006 — 2010
BA, Economics/Journalism
180LA 2015 - Present
Union Made Creative 2012 - 2015
VCU Brandcenter 2010 - 2012
Digital Kitchen June 2011 - August 2011
University of North Carolina at Chapel Hill 2006 - May 2010
Craig Jackson & Partners 2009 - 2010
Morgan Keegan 2007 - 2009
Skills
Copywriting, Advertising, Social Media Marketing, Market Research, Adobe Creative Suite, Facebook, Social Networking, Marketing, Marketing Strategy, Event Planning, Final Cut Pro, InDesign, Analysis, Blogging, Marketing Research, Strategic Planning, Creative Strategy, Competitive Analysis, Public Speaking, Photoshop, Keynote, Data Analysis, Integrated Marketing, Brand Development
Education
VCU Brandcenter 2010 — 2012
Masters of Communication, Advertising Copywriting
University of North Carolina at Chapel Hill 2006 — 2010
BA, Economics/Journalism
Ben Bleustein Ben Bleustein's Morgan Keegan Experience June 2006 - August 2006
Job Capital Markets Securitization Associate at Freddie Mac
Industry Financial Services
Experience
Freddie Mac July 2015 - Present
LEAF College Savings, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC April 2014 - September 2014
Advantage Inc. August 2012 - March 2014
Advantage Inc. April 2012 - August 2012
M Financial Group October 2009 - April 2012
Northwestern Mutual Financial Network May 2008 - August 2008
Morgan Keegan June 2006 - August 2006
Morgan Keegan December 2005 - January 2006
Skills
Fixed Annuities, Life Insurance, Universal Life, Marketing Strategy, Strategy, Retirement Planning, Microsoft Office, Annuities, GoToMeeting, Life & Health Insurance..., Finance
Education
University of Miami - School of Business 2005 — 2009
BBA, Finance
Memphis University School
Freddie Mac July 2015 - Present
LEAF College Savings, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC April 2014 - September 2014
Advantage Inc. August 2012 - March 2014
Advantage Inc. April 2012 - August 2012
M Financial Group October 2009 - April 2012
Northwestern Mutual Financial Network May 2008 - August 2008
Morgan Keegan June 2006 - August 2006
Morgan Keegan December 2005 - January 2006
Skills
Fixed Annuities, Life Insurance, Universal Life, Marketing Strategy, Strategy, Retirement Planning, Microsoft Office, Annuities, GoToMeeting, Life & Health Insurance..., Finance
Education
University of Miami - School of Business 2005 — 2009
BBA, Finance
Memphis University School
Lisa McIntire Shaw, CFP CIMA Lisa McIntire Shaw, CFP CIMA's Morgan Keegan Experience February 2000 - September 2009
Job Managing Partner
Industry Financial Services
Experience
Cygnus Asset Management, LLC September 2009 - Present
Morgan Keegan February 2000 - September 2009
PaineWebber June 1992 - February 2000
Skills
401k Rollovers, Estate Investment..., Investment Strategies, Asset Management, Retirement Planning, Asset Allocation, Strategic Planning, Wealth Management, Risk Management, Alternative Investments, Investment Management, Financial Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Reporting, Estate Planning, Finance, Asset Managment, Leadership, Financial Services, Management, Mutual Funds, Equities, Retirement, Strategy, Public Speaking, Deferred Compensation, Financial Analysis, Series 63, Financial Advisor, Securities, Series 7, Investments, Multi-generational...
Education
Wharton School, University of Pennsylvania 2000 — 2000
Certified Investment Mangement Analyst, Financial Ethics, Personal Integrity & Stock Analysis
UNC Chapel Hill 1985 — 1989
Bachelor of Arts, International Studies
Charlotte Latin
High School Diploma, College / University Preparatory Program
Cygnus Asset Management, LLC September 2009 - Present
Morgan Keegan February 2000 - September 2009
PaineWebber June 1992 - February 2000
Skills
401k Rollovers, Estate Investment..., Investment Strategies, Asset Management, Retirement Planning, Asset Allocation, Strategic Planning, Wealth Management, Risk Management, Alternative Investments, Investment Management, Financial Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Reporting, Estate Planning, Finance, Asset Managment, Leadership, Financial Services, Management, Mutual Funds, Equities, Retirement, Strategy, Public Speaking, Deferred Compensation, Financial Analysis, Series 63, Financial Advisor, Securities, Series 7, Investments, Multi-generational...
Education
Wharton School, University of Pennsylvania 2000 — 2000
Certified Investment Mangement Analyst, Financial Ethics, Personal Integrity & Stock Analysis
UNC Chapel Hill 1985 — 1989
Bachelor of Arts, International Studies
Charlotte Latin
High School Diploma, College / University Preparatory Program
Tangileah Kennedy Tangileah Kennedy's Morgan Keegan Experience November 2001 - August 2009
Job Branch Office Administrator
Industry E-Learning
Experience
Privately Owned Financial Services Company November 2011 - Present
Superior Bank August 2009 - April 2011
Morgan Keegan November 2001 - August 2009
Gadsden Regional Medical Center July 1989 - February 2000
Walmart June 1986 - August 1988
Skills
Personnel Management, Leadership, Problem Solver, Training and Coaching..., Excellent Customer..., Excellent Written,..., Proficient in Most..., Benefits Experience
Education
University of North Alabama 1982 — 1986
Bachelor of Science, Computer Information Systems and Marketing
Privately Owned Financial Services Company November 2011 - Present
Superior Bank August 2009 - April 2011
Morgan Keegan November 2001 - August 2009
Gadsden Regional Medical Center July 1989 - February 2000
Walmart June 1986 - August 1988
Skills
Personnel Management, Leadership, Problem Solver, Training and Coaching..., Excellent Customer..., Excellent Written,..., Proficient in Most..., Benefits Experience
Education
University of North Alabama 1982 — 1986
Bachelor of Science, Computer Information Systems and Marketing
Hargrove, Drew Hargrove, Drew's Morgan Keegan Experience 2007 - 2009
Job Summer Intern at Wake County District Attorney's Office
Industry Legal Services
Experience
Wake County District Attorney's Office June 2013 - Present
UNC School of Law 2011 - Present
Tharrington Smith July 2012 - August 2012
North Carolina Department of Environment and Natural Resources May 2012 - July 2012
Tharrington Smith October 2010 - September 2011
Lookout Capital February 2010 - September 2010
Morgan Keegan 2007 - 2009
Merrill Lynch 2005 - 2007
Education
University of North Carolina at Chapel Hill
Wake County District Attorney's Office June 2013 - Present
UNC School of Law 2011 - Present
Tharrington Smith July 2012 - August 2012
North Carolina Department of Environment and Natural Resources May 2012 - July 2012
Tharrington Smith October 2010 - September 2011
Lookout Capital February 2010 - September 2010
Morgan Keegan 2007 - 2009
Merrill Lynch 2005 - 2007
Education
University of North Carolina at Chapel Hill
Jim Petersen Jim Petersen's Morgan Keegan Experience May 2010 - May 2012
Job Financial Consultant at Regions Financial
Industry Financial Services
Experience
Regions Financial Corporation June 2014 - Present
Pinnacle Trust May 2012 - May 2014
Morgan Keegan May 2010 - May 2012
Ridgeland Tourism Commission September 2004 - May 2010
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Series 7, Wealth Accumulation, Portfolio Management, IRAs, Asset Managment, Uniform Combined State..., Financial Analysis, 401k Rollovers, Roth IRA, Risk Management, Retirement, Insurance, Fixed Annuities, Financial Advisory
Education
University of Mississippi 2000 — 2004
BA, Parks, Recreation and Leisure Facilities Management
Collierville High School 1996 — 2000
Regions Financial Corporation June 2014 - Present
Pinnacle Trust May 2012 - May 2014
Morgan Keegan May 2010 - May 2012
Ridgeland Tourism Commission September 2004 - May 2010
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Series 7, Wealth Accumulation, Portfolio Management, IRAs, Asset Managment, Uniform Combined State..., Financial Analysis, 401k Rollovers, Roth IRA, Risk Management, Retirement, Insurance, Fixed Annuities, Financial Advisory
Education
University of Mississippi 2000 — 2004
BA, Parks, Recreation and Leisure Facilities Management
Collierville High School 1996 — 2000
Tyler Nace CFP® Tyler Nace CFP®'s Morgan Keegan Experience 2003 - 2004
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James/Southwestern Investment Services 2006 - Present
Ken Zahn, Inc January 2012 - Present
University of Dallas, Graduate School of Management January 2012 - Present
Wells Fargo 2004 - 2006
Morgan Keegan 2003 - 2004
Southwestern Company 2000 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Income Tax, Estate Planning, Insurance, University Teaching, Accounting, Commercial Banking, Banking, Mortgage Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2002
Business Administration, Accounting, Finance
Raymond James/Southwestern Investment Services 2006 - Present
Ken Zahn, Inc January 2012 - Present
University of Dallas, Graduate School of Management January 2012 - Present
Wells Fargo 2004 - 2006
Morgan Keegan 2003 - 2004
Southwestern Company 2000 - 2003
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Income Tax, Estate Planning, Insurance, University Teaching, Accounting, Commercial Banking, Banking, Mortgage Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2002
Business Administration, Accounting, Finance
Connell Hall Connell Hall's Morgan Keegan Experience June 2010 - August 2010
Job Grain Analyst at McVean Trading and Investments
Industry Investment Management
Experience
McVean Trading and Investments April 2015 - Present
Columbia Grain January 2013 - March 2015
Chicago Mercantile Exchange May 2011 - July 2011
Morgan Keegan June 2010 - August 2010
Skills
Customer Service, Financial Analysis, Investment Banking, Marketing Strategy, Sales, Social Media Marketing, Commodity, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor's degree, Business Administration and Management, General
McVean Trading and Investments April 2015 - Present
Columbia Grain January 2013 - March 2015
Chicago Mercantile Exchange May 2011 - July 2011
Morgan Keegan June 2010 - August 2010
Skills
Customer Service, Financial Analysis, Investment Banking, Marketing Strategy, Sales, Social Media Marketing, Commodity, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Holly Glass's Morgan Keegan Experience May 2011 - April 2012
Job KCG BondPoint | Fixed Income Trading
Industry Financial Services
Experience
KCG BondPoint March 2014 - Present
Raymond James April 2012 - March 2014
Morgan Keegan May 2011 - April 2012
Morgan Keegan March 2007 - April 2011
Skills
Bloomberg, Equity Trading, FINRA, Financial Services, Financial Analysis, Equity Capital Markets, Series 7, Thompson One, Series 66, Series 55, Essentials of..., Advent APX, Advent Axys, GreenHill, FactSet, Thomson Baseline, APX, Axys, ETFs, Wealth Management..., Financial Markets, Institutional..., Investment Strategies, Risk Management, Electronic Trading, Securities, Uniform Combined State..., Portfolio Management, Equities, Business Analysis, Investments, Finance
Education
University of Mississippi 2002 — 2006
Bachelor of Business Adminstration, Managerial Finance, Investments
KCG BondPoint March 2014 - Present
Raymond James April 2012 - March 2014
Morgan Keegan May 2011 - April 2012
Morgan Keegan March 2007 - April 2011
Skills
Bloomberg, Equity Trading, FINRA, Financial Services, Financial Analysis, Equity Capital Markets, Series 7, Thompson One, Series 66, Series 55, Essentials of..., Advent APX, Advent Axys, GreenHill, FactSet, Thomson Baseline, APX, Axys, ETFs, Wealth Management..., Financial Markets, Institutional..., Investment Strategies, Risk Management, Electronic Trading, Securities, Uniform Combined State..., Portfolio Management, Equities, Business Analysis, Investments, Finance
Education
University of Mississippi 2002 — 2006
Bachelor of Business Adminstration, Managerial Finance, Investments
Sara Stasinos's Morgan Keegan Experience July 2011 - August 2011
Job Account Executive at Vibrant Media
Industry Marketing and Advertising
Experience
CORE40 Studios September 2015 - Present
Vibrant Media April 2015 - Present
Vibrant Media February 2014 - March 2015
Vibrant Media October 2013 - February 2014
TechTarget February 2013 - October 2013
TechTarget June 2012 - January 2013
TechTarget February 2012 - May 2012
The Olympic Club September 2011 - February 2012
NileGuide September 2011 - December 2011
Morgan Keegan July 2011 - August 2011
Skills
Social Media, Public Speaking, Event Planning, Sports Nutrition, Blogging, Online Advertising, Marketing, Nutrition, Microsoft Office, Spokesperson, Email Marketing, Internal Communications, Customer Service, Management
Education
University of New Hampshire 2007 — 2011
B.S., Nutritional Sciences
American College of Thessaloniki 2010 — 2010
Bachelor of Science (B.S.), General Studies
CORE40 Studios September 2015 - Present
Vibrant Media April 2015 - Present
Vibrant Media February 2014 - March 2015
Vibrant Media October 2013 - February 2014
TechTarget February 2013 - October 2013
TechTarget June 2012 - January 2013
TechTarget February 2012 - May 2012
The Olympic Club September 2011 - February 2012
NileGuide September 2011 - December 2011
Morgan Keegan July 2011 - August 2011
Skills
Social Media, Public Speaking, Event Planning, Sports Nutrition, Blogging, Online Advertising, Marketing, Nutrition, Microsoft Office, Spokesperson, Email Marketing, Internal Communications, Customer Service, Management
Education
University of New Hampshire 2007 — 2011
B.S., Nutritional Sciences
American College of Thessaloniki 2010 — 2010
Bachelor of Science (B.S.), General Studies
Mason Cousins, CFP® Mason Cousins, CFP®'s Morgan Keegan Experience October 2003 - September 2008
Job Silverleafe Capital Partners, LLC.
Industry Investment Management
Experience
Silverleafe Capital Partners, LLC September 2011 - Present
United Capital Financial Partners, Inc (Formerly Sovereign Wealth Management) October 2008 - September 2011
Morgan Keegan October 2003 - September 2008
Skills
Series 63, Finance, Asset Allocation, Investment Management, Investment Strategies, Wealth Management, Investment Advisory, Securities, Alternative Investments, Financial Services, Retirement Planning, Mutual Funds, Series 7, Asset Management, Financial Advisory, Portfolio Management, Investments
Education
University of Mississippi 1999 — 2003
Bachelor's Degree, Banking & Finance
Silverleafe Capital Partners, LLC September 2011 - Present
United Capital Financial Partners, Inc (Formerly Sovereign Wealth Management) October 2008 - September 2011
Morgan Keegan October 2003 - September 2008
Skills
Series 63, Finance, Asset Allocation, Investment Management, Investment Strategies, Wealth Management, Investment Advisory, Securities, Alternative Investments, Financial Services, Retirement Planning, Mutual Funds, Series 7, Asset Management, Financial Advisory, Portfolio Management, Investments
Education
University of Mississippi 1999 — 2003
Bachelor's Degree, Banking & Finance
Kyle Furnish's Morgan Keegan Experience August 2010 - 2011
Job Accountant at GE
Industry Financial Services
Experience
GE December 2014 - Present
Cintas July 2012 - December 2014
Atria Senior Living Group August 2011 - May 2012
US Bank January 2011 - August 2011
Morgan Keegan August 2010 - 2011
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Louisville 2008 — 2012
BS, Accounting, Finance
GE December 2014 - Present
Cintas July 2012 - December 2014
Atria Senior Living Group August 2011 - May 2012
US Bank January 2011 - August 2011
Morgan Keegan August 2010 - 2011
Education
Xavier University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Louisville 2008 — 2012
BS, Accounting, Finance
Paul Hobson Paul Hobson's Morgan Keegan Experience October 2000 - August 2008
Job Institutional Sales Susquehanna (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) September 2013 - Present
Guggenheim Partners January 2010 - September 2013
Morgan Keegan October 2000 - August 2008
Tucker Anthony April 1997 - October 2000
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Securities, Equity Research, Capital Markets, High Yield, Financial Services, Financial Modeling, Derivatives, Sales, Sales Management, Relationship Management, Bonds, Financial Markets, Options, Interest Rate..., Equity Derivatives, Credit, ETFs, New Business Development
Education
University of Rhode Island - College of Business Administration
BS, Finance
Susquehanna International Group, LLP (SIG) September 2013 - Present
Guggenheim Partners January 2010 - September 2013
Morgan Keegan October 2000 - August 2008
Tucker Anthony April 1997 - October 2000
Skills
Hedge Funds, Investment Banking, Equities, Fixed Income, Securities, Equity Research, Capital Markets, High Yield, Financial Services, Financial Modeling, Derivatives, Sales, Sales Management, Relationship Management, Bonds, Financial Markets, Options, Interest Rate..., Equity Derivatives, Credit, ETFs, New Business Development
Education
University of Rhode Island - College of Business Administration
BS, Finance
Ernie Mellor Ernie Mellor's Morgan Keegan Experience 1985 - 1988
Job Newly Appointed Member of the Board of Directors at Memphis Restaurant Association. Owner, HOG WILD & A Moveable Feast!
Industry Food & Beverages
Experience
Memphis Restaurant Association April 2014 - Present
HOG WILD-Real Memphis Barbeque & 'A Moveable Feast' Catering Cos. 1997 - Present
Medtronic Sofamor Danek 1992 - 1997
Bio-Tek Medical January 1992 - December 1996
Morgan Keegan 1985 - 1988
Education
University of Mississippi 1981 — 1985
BBA, Double Major in Banking & Finance; Managerial Finance
Germantown High 1978 — 1981
Dipoloma, College Prep
St. George's
Memphis Restaurant Association April 2014 - Present
HOG WILD-Real Memphis Barbeque & 'A Moveable Feast' Catering Cos. 1997 - Present
Medtronic Sofamor Danek 1992 - 1997
Bio-Tek Medical January 1992 - December 1996
Morgan Keegan 1985 - 1988
Education
University of Mississippi 1981 — 1985
BBA, Double Major in Banking & Finance; Managerial Finance
Germantown High 1978 — 1981
Dipoloma, College Prep
St. George's
Chad Riddersen's Morgan Keegan Experience January 2010 - September 2010
Job Digital Marketing Consultant / Growth Hacker
Industry Marketing and Advertising
Experience
Chad Riddersen Consulting August 2012 - Present
Montgomery & Co., LLC September 2010 - July 2012
Morgan Keegan January 2010 - September 2010
Deloitte & Touche September 2008 - January 2010
Education
University of Southern California 2005 — 2008
Bachelors, Finance & Entrepreneurship
Minnetonka High School 2001 — 2005
Chad Riddersen Consulting August 2012 - Present
Montgomery & Co., LLC September 2010 - July 2012
Morgan Keegan January 2010 - September 2010
Deloitte & Touche September 2008 - January 2010
Education
University of Southern California 2005 — 2008
Bachelors, Finance & Entrepreneurship
Minnetonka High School 2001 — 2005
Armour Barnes Armour Barnes's Morgan Keegan Experience
Job Operations at Raymond James
Industry Financial Services
Experience
Morgan Keegan
Skills
Mutual Funds, Investments, Operations Management, Series 63, Series 7, Financial Analysis, Portfolio Management, Alternative Investments, Securities, Investment Advisory
Education
University of Mississippi
Morgan Keegan
Skills
Mutual Funds, Investments, Operations Management, Series 63, Series 7, Financial Analysis, Portfolio Management, Alternative Investments, Securities, Investment Advisory
Education
University of Mississippi
Rachel Terman Rachel Terman's Morgan Keegan Experience August 2008 - November 2008
Job Director of Operations at Schuman Feathers Inc
Industry Information Technology and Services
Experience
Schuman Feathers Inc September 2014 - Present
XEQ Information Solutions November 2008 - September 2014
Morgan Keegan August 2008 - November 2008
ComNet Financial February 2006 - June 2008
Silver Hill Financial February 2004 - February 2007
Brinkley and Henrys, PA January 2003 - February 2004
Skills
Operations Management, Project Management, Distribution Management, Process Improvement, Supply Chain Management, Distribution, Supply Management, SharePoint, Management, Start-ups, ASP.NET, Training, Office 365, Microsoft SQL Server, .NET, Integration, C#, Web Development, Business Analysis, Marketing, Visio, Team Building, SQL, Visual Studio, LINQ, Crystal Reports, IIS, HTML, VB.NET, Cloud Computing, Windows Server, TFS, SDLC, Office365, Windows 7, Windows
Education
University of Miami 1999 — 2003
BA, Business Law
University of Miami - School of Business 1999 — 2003
Bachelor of Business Administration (BBA), International Business, Trade, and Tax Law
Schuman Feathers Inc September 2014 - Present
XEQ Information Solutions November 2008 - September 2014
Morgan Keegan August 2008 - November 2008
ComNet Financial February 2006 - June 2008
Silver Hill Financial February 2004 - February 2007
Brinkley and Henrys, PA January 2003 - February 2004
Skills
Operations Management, Project Management, Distribution Management, Process Improvement, Supply Chain Management, Distribution, Supply Management, SharePoint, Management, Start-ups, ASP.NET, Training, Office 365, Microsoft SQL Server, .NET, Integration, C#, Web Development, Business Analysis, Marketing, Visio, Team Building, SQL, Visual Studio, LINQ, Crystal Reports, IIS, HTML, VB.NET, Cloud Computing, Windows Server, TFS, SDLC, Office365, Windows 7, Windows
Education
University of Miami 1999 — 2003
BA, Business Law
University of Miami - School of Business 1999 — 2003
Bachelor of Business Administration (BBA), International Business, Trade, and Tax Law
deb schrodt deb schrodt's Morgan Keegan Experience January 1978 - January 2006
Job Owner, Pink Pig
Industry Retail
Experience
Pink Pig ownerPink Pig Cottage AntiquesJanuary 2006 - Present
Morgan Keegan January 1978 - January 2006
Education
University of Pennsylvania
Pink Pig ownerPink Pig Cottage AntiquesJanuary 2006 - Present
Morgan Keegan January 1978 - January 2006
Education
University of Pennsylvania
Troy Taylor Troy Taylor's Morgan Keegan Experience 1990 - 1993
Job PresidentAlgon Group
Industry Investment Banking
Experience
Algon Group 2002 - Present
KPMG Corporate Finance 1993 - 1996
Morgan Keegan 1990 - 1993
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Mergers, Venture Capital, Investments, Loans, Financial Analysis, Finance, Real Estate, Chapter 11, Hedge Funds, Due Diligence, Capital Markets, Real Estate Development, Private Equity, Strategy, Valuation, Equities, Disposition, Financial Structuring, Financial Services, Private Placements
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of Pennsylvania - The Wharton School 1976 — 1980
BS, Accounting
Algon Group 2002 - Present
KPMG Corporate Finance 1993 - 1996
Morgan Keegan 1990 - 1993
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Mergers, Venture Capital, Investments, Loans, Financial Analysis, Finance, Real Estate, Chapter 11, Hedge Funds, Due Diligence, Capital Markets, Real Estate Development, Private Equity, Strategy, Valuation, Equities, Disposition, Financial Structuring, Financial Services, Private Placements
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of Pennsylvania - The Wharton School 1976 — 1980
BS, Accounting
John Rabon's Morgan Keegan Experience December 1999 - November 2005
Job Senior Vice President, Sherlock and Walker
Industry Financial Services
Experience
Shelock and Walker August 2013 - Present
GRN/Fortune Personnel of Charlotte December 2005 - December 2010
Morgan Keegan December 1999 - November 2005
UBS- Paine Webber October 1990 - December 1999
Skills
Selling, Medical Devices, Sales, Management, Executive Search, Pharmaceutical Industry, Direct Sales, Security, Account Management, Strategic Planning, Marketing, Leadership, Marketing Strategy, Small Business, Business Development, Strategic Financial...
Education
University of South Carolina - Darla Moore School of Business
BS, Marketing
Shelock and Walker August 2013 - Present
GRN/Fortune Personnel of Charlotte December 2005 - December 2010
Morgan Keegan December 1999 - November 2005
UBS- Paine Webber October 1990 - December 1999
Skills
Selling, Medical Devices, Sales, Management, Executive Search, Pharmaceutical Industry, Direct Sales, Security, Account Management, Strategic Planning, Marketing, Leadership, Marketing Strategy, Small Business, Business Development, Strategic Financial...
Education
University of South Carolina - Darla Moore School of Business
BS, Marketing
John Kernan, CFA's Morgan Keegan Experience June 2007 - August 2008
Job Managing Director at Cowen and Company
Industry Investment Management
Experience
Cowen and Company September 2008 - Present
Morgan Keegan June 2007 - August 2008
Penn Capital Management June 2006 - August 2006
Shonfeld Group August 2001 - May 2005
Skills
Equities, Valuation, Bloomberg, Financial Modeling, Equity Research, Fixed Income, Series 7, Investments, Asset Managment, High Yield, Capital Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BA, Political Science and International Relations
Cowen and Company September 2008 - Present
Morgan Keegan June 2007 - August 2008
Penn Capital Management June 2006 - August 2006
Shonfeld Group August 2001 - May 2005
Skills
Equities, Valuation, Bloomberg, Financial Modeling, Equity Research, Fixed Income, Series 7, Investments, Asset Managment, High Yield, Capital Markets, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BA, Political Science and International Relations
Clements, Stephanie's Morgan Keegan Experience April 2008 - Present
Job Experienced consumer banker
Industry Financial Services
Experience
Morgan Keegan April 2008 - Present
National City Bank May 2006 - April 2008
Education
University of Louisville 1999 — 2005
Morgan Keegan April 2008 - Present
National City Bank May 2006 - April 2008
Education
University of Louisville 1999 — 2005
Ed Balsmann's Morgan Keegan Experience January 2000 - February 2004
Job at Tudor, Pickering, Holt & Co.
Industry Financial Services
Experience
Tudor Pickering Holt & Co. August 2010 - Present
CSG Holdings, LLC March 2007 - August 2010
Baker Donelson February 2004 - February 2007
Morgan Keegan January 2000 - February 2004
Skills
Securities Regulation, Securities, Hedge Funds, Investments, Corporate Law, Equity Research, Equity Trading, Mutual Funds, SEC, Wealth Management, Alternative Investments, FINRA, Private Equity, Due Diligence, Series 7, Asset Management, Equities, Mergers & Acquisitions, Capital Markets, Corporate Governance, Portfolio Management, Financial Services, Legal Writing, Risk Management, Investment Advisory
Education
University of Mississippi School of Law 1996 — 1999
Doctor of Law (J.D.), Law
Tudor Pickering Holt & Co. August 2010 - Present
CSG Holdings, LLC March 2007 - August 2010
Baker Donelson February 2004 - February 2007
Morgan Keegan January 2000 - February 2004
Skills
Securities Regulation, Securities, Hedge Funds, Investments, Corporate Law, Equity Research, Equity Trading, Mutual Funds, SEC, Wealth Management, Alternative Investments, FINRA, Private Equity, Due Diligence, Series 7, Asset Management, Equities, Mergers & Acquisitions, Capital Markets, Corporate Governance, Portfolio Management, Financial Services, Legal Writing, Risk Management, Investment Advisory
Education
University of Mississippi School of Law 1996 — 1999
Doctor of Law (J.D.), Law
Jessica L. Jacobs's Morgan Keegan Experience August 2008 - April 2012
Job Director of Administration and Operations at 3B Scientific
Industry Import and Export
Experience
3B Scientific January 2014 - Present
Brand Fever September 2012 - November 2013
Morgan Keegan August 2008 - April 2012
Farrington Design Group November 2007 - July 2008
Collier Hunter Construction Associates January 2006 - October 2007
Collier Hunter Construction Associates December 2004 - January 2006
Education
University of South Carolina-Columbia
Bachelor's degree, Journalism and Mass Communication
3B Scientific January 2014 - Present
Brand Fever September 2012 - November 2013
Morgan Keegan August 2008 - April 2012
Farrington Design Group November 2007 - July 2008
Collier Hunter Construction Associates January 2006 - October 2007
Collier Hunter Construction Associates December 2004 - January 2006
Education
University of South Carolina-Columbia
Bachelor's degree, Journalism and Mass Communication
Justin Lachey's Morgan Keegan Experience March 2001 - January 2004
Job Fixed Income Sales at Duncan Williams, Inc
Industry Capital Markets
Experience
Duncan Williams, INC October 2005 - Present
Morgan Stanley March 2004 - April 2005
Morgan Keegan March 2001 - January 2004
Education
University of Mississippi - School of Business Administration 1994 — 2000
BBA, Business Management
Duncan Williams, INC October 2005 - Present
Morgan Stanley March 2004 - April 2005
Morgan Keegan March 2001 - January 2004
Education
University of Mississippi - School of Business Administration 1994 — 2000
BBA, Business Management
David Di Filippo's Morgan Keegan Experience August 1995 - April 2012
Job Certified Financial Planner™ , Managing Director, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2012 - Present
Raymond James April 1989 - Present
Morgan Keegan August 1995 - April 2012
Skills
Strategic Financial..., Wealth Management, Options Strategies, Bonds, Retirement Plan..., Employee Stock Options, Stock Picking
Education
University of Richmond - Robins School of Business 1977 — 1981
BS/BA, Finance
Raymond James April 2012 - Present
Raymond James April 1989 - Present
Morgan Keegan August 1995 - April 2012
Skills
Strategic Financial..., Wealth Management, Options Strategies, Bonds, Retirement Plan..., Employee Stock Options, Stock Picking
Education
University of Richmond - Robins School of Business 1977 — 1981
BS/BA, Finance
Maureen Spivack's Morgan Keegan Experience October 2008 - April 2012
Job Managing Director at KPMG Corporate Finance
Industry Financial Services
Experience
KPMG Corporate Finance October 2012 - Present
Locust Walk Securities May 2012 - October 2012
Morgan Keegan October 2008 - April 2012
UBS 2006 - 2008
Merrill Lynch 1998 - 2006
Ernst & Young Corporate Finance 1988 - 1998
Ernst & Young 1988 - 1998
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Healthcare
University of Pennsylvania 1980 — 1981
MS, Health Planning
KPMG Corporate Finance October 2012 - Present
Locust Walk Securities May 2012 - October 2012
Morgan Keegan October 2008 - April 2012
UBS 2006 - 2008
Merrill Lynch 1998 - 2006
Ernst & Young Corporate Finance 1988 - 1998
Ernst & Young 1988 - 1998
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Healthcare
University of Pennsylvania 1980 — 1981
MS, Health Planning
Tim Van Solkema's Morgan Keegan Experience 2002 - Present
Job Managing Director at Raymond James
Industry Financial Services
Experience
morgan keegan 2002 - Present
Education
University of Southern California 1985 — 1987
MBA
University of Michigan 1981 — 1985
morgan keegan 2002 - Present
Education
University of Southern California 1985 — 1987
MBA
University of Michigan 1981 — 1985
Nathan Barber, CFA's Morgan Keegan Experience April 2011 - June 2013
Job Associate at Morgan Creek Capital Management, LLC
Industry Investment Management
Experience
Morgan Creek Capital Management, LLC January 2014 - Present
Morgan Keegan April 2011 - June 2013
Aon Corporation September 2009 - April 2011
Brandes Investment Partners July 2007 - September 2009
Wachovia Securities, LLC 2006 - 2006
CIGNA May 2005 - August 2005
IAT Group 2005 - 2005
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business, Math Decision Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business, Math Decision Science
Pope High School 2000 — 2003
Morgan Creek Capital Management, LLC January 2014 - Present
Morgan Keegan April 2011 - June 2013
Aon Corporation September 2009 - April 2011
Brandes Investment Partners July 2007 - September 2009
Wachovia Securities, LLC 2006 - 2006
CIGNA May 2005 - August 2005
IAT Group 2005 - 2005
Education
University of North Carolina at Chapel Hill 2003 — 2007
BS, Business, Math Decision Science
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA, Business, Math Decision Science
Pope High School 2000 — 2003
Kelvin Swint's Morgan Keegan Experience April 2008 - August 2008
Job Webmaster at Phase 2 Solutions, LLC
Industry Computer Software
Experience
Phase 2 Solutions, LLC. November 2011 - Present
Woodforest National Bank January 2010 - November 2011
Morgan Keegan April 2008 - August 2008
Regions Financial Corporation February 2007 - April 2008
Regions Financial Corporation June 2006 - February 2007
Regions Financial Corporation March 2004 - June 2006
Regions Financial Corporation March 2003 - March 2004
Skills
Web Design, Writing, Poetry, Mortgage Lending, Banking, Microsoft Excel, Loans, Financial Analysis, Human Resources, PeopleSoft, Customer Service, Accounting, Microsoft Office, Credit, Time Management, Access, Advertising, Finance, Management, Sales, Process Improvement, Negotiation, Analysis, Leadership
Education
University of Montevallo 1997 — 2002
Bachelor of Science, Management
Phase 2 Solutions, LLC. November 2011 - Present
Woodforest National Bank January 2010 - November 2011
Morgan Keegan April 2008 - August 2008
Regions Financial Corporation February 2007 - April 2008
Regions Financial Corporation June 2006 - February 2007
Regions Financial Corporation March 2004 - June 2006
Regions Financial Corporation March 2003 - March 2004
Skills
Web Design, Writing, Poetry, Mortgage Lending, Banking, Microsoft Excel, Loans, Financial Analysis, Human Resources, PeopleSoft, Customer Service, Accounting, Microsoft Office, Credit, Time Management, Access, Advertising, Finance, Management, Sales, Process Improvement, Negotiation, Analysis, Leadership
Education
University of Montevallo 1997 — 2002
Bachelor of Science, Management
Ryan Goodrich's Morgan Keegan Experience March 2011 - February 2012
Job Senior Financial Analyst at EnerNOC
Industry Financial Services
Experience
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
EnerNOC November 2014 - Present
Bunker Hill Capital March 2012 - October 2014
Morgan Keegan March 2011 - February 2012
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners July 2009 - June 2010
The Bigelow Company May 2008 - August 2008
MFS Investment Management 2007 - 2007
Skills
Investment Banking, Private Equity/Venture..., Business Valuation, Financial Analysis, Financial Planning, Financial Modeling, LBO, DCF
Education
University of New Hampshire - Whittemore School of Business and Economics 2005 — 2009
BS, Business Administration and Management, General
Allison Daniels's Morgan Keegan Experience May 2006 - June 2010
Job Financial Advisor
Industry Financial Services
Experience
Raymond James & Associates, Inc. August 2010 - Present
Morgan Keegan May 2006 - June 2010
Skills
Series 7, FINRA, Series 63, Securities, Investments, Asset Allocation, Wealth Management, Series 66, Equities, Fixed Income, Variable Annuities, Fixed Annuities, Life Insurance, Portfolio Management, Alternative Investments, Series 55
Education
University of Mississippi 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Houston High School 1996 — 2000
Raymond James & Associates, Inc. August 2010 - Present
Morgan Keegan May 2006 - June 2010
Skills
Series 7, FINRA, Series 63, Securities, Investments, Asset Allocation, Wealth Management, Series 66, Equities, Fixed Income, Variable Annuities, Fixed Annuities, Life Insurance, Portfolio Management, Alternative Investments, Series 55
Education
University of Mississippi 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters
Houston High School 1996 — 2000
Suzanna Waddell's Morgan Keegan Experience June 2005 - September 2010
Job Marketing/Client Relationship Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Morgan Keegan June 2005 - September 2010
The Vanguard Group January 2000 - April 2005
Skills
Series 7, Customer Service, Strategic Planning, Sales, Marketing, Public Speaking, Team Building, Management, Leadership, Retirement Planning, Social Media
Education
Goethe Institute - Rotenburg, Germany 1999 — 1999
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), German & European Studies
Raymond James Financial Inc. November 2012 - Present
Morgan Keegan June 2005 - September 2010
The Vanguard Group January 2000 - April 2005
Skills
Series 7, Customer Service, Strategic Planning, Sales, Marketing, Public Speaking, Team Building, Management, Leadership, Retirement Planning, Social Media
Education
Goethe Institute - Rotenburg, Germany 1999 — 1999
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), German & European Studies
G. Hunt Mitchell, CFP's Morgan Keegan Experience August 2005 - April 2012
Job Managing Director at Raymond James & Assoc., Inc.
Industry Financial Services
Experience
Raymond James & Assoc., Inc. April 2012 - Present
Morgan Keegan August 2005 - April 2012
Legg Mason August 1985 - August 2005
DeRand Investment Corp. October 1979 - August 1985
Toronto Blue Jays Baseball Team February 1977 - August 1978
Baltimore Orioles Baseball Team June 1975 - August 1976
Skills
Investments, Finance, Asset Allocation, Management, Management Consulting, Bonds, Retirement Planning, Estate Planning
Education
College of Financial Planning 1981 — 1983
Certified Financial Planner, Financial Planning
University of Maryland - Robert H. Smith School of Business 1978 — 1979
Bachelor of Science, Business Administration
Landon School - 1975 - Cum Laude 1965 — 1975
Raymond James & Assoc., Inc. April 2012 - Present
Morgan Keegan August 2005 - April 2012
Legg Mason August 1985 - August 2005
DeRand Investment Corp. October 1979 - August 1985
Toronto Blue Jays Baseball Team February 1977 - August 1978
Baltimore Orioles Baseball Team June 1975 - August 1976
Skills
Investments, Finance, Asset Allocation, Management, Management Consulting, Bonds, Retirement Planning, Estate Planning
Education
College of Financial Planning 1981 — 1983
Certified Financial Planner, Financial Planning
University of Maryland - Robert H. Smith School of Business 1978 — 1979
Bachelor of Science, Business Administration
Landon School - 1975 - Cum Laude 1965 — 1975
Logan Phillips's Morgan Keegan Experience February 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Keegan February 2006 - Present
Education
University of Mississippi - School of Business Administration 1998 — 2002
Morgan Keegan February 2006 - Present
Education
University of Mississippi - School of Business Administration 1998 — 2002
Mehul. Atit's Morgan Keegan Experience 2007 - 2008
Job Entrepreneur
Industry Building Materials
Experience
Luminous Trends Inc June 2009 - Present
Morgan Keegan 2007 - 2008
Skills
Business Development, Sales, Customer Service, New Business Development, Business Strategy, Strategic Planning, Marketing, Marketing Strategy
Education
University of Phoenix 2006 — 2009
Luminous Trends Inc June 2009 - Present
Morgan Keegan 2007 - 2008
Skills
Business Development, Sales, Customer Service, New Business Development, Business Strategy, Strategic Planning, Marketing, Marketing Strategy
Education
University of Phoenix 2006 — 2009
Coulter, Carrington's Morgan Keegan Experience November 2004 - February 2013
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Morgan Keegan November 2004 - February 2013
Skills
Series 7, Series 63, Securities, Wealth Management, Mutual Funds, Equities, Fixed Income, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
brewster academy
Raymond James February 2013 - Present
Morgan Keegan November 2004 - February 2013
Skills
Series 7, Series 63, Securities, Wealth Management, Mutual Funds, Equities, Fixed Income, Investments, Financial Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.)
brewster academy
Stephen Terrell's Morgan Keegan Experience September 2000 - February 2003
Job Fixed Income Sales at BLN Securities
Industry Financial Services
Experience
BLN Securities September 2003 - Present
Beal Bank February 2003 - September 2003
Morgan Keegan September 2000 - February 2003
Skills
Hedge Funds, Bloomberg, Fixed Income, Microsoft Office, Financial Analysis, FINRA, Banking, Investments, Options, Mutual Funds, Investment Strategies, Portfolio Management, Financial Modeling, Structured Finance, Fixed Income Analysis, Insurance, Due Diligence, Series 24, Equity Research, Credit Risk, Series 7, Structured Products, Securities, Private Equity, Corporate Finance, Bonds, Capital Markets, Derivatives, Credit, Valuation, Series 63, Mortgage Lending, Credit Analysis, Asset Allocation, Equities, Financial Risk, Trading, Wealth Management, High Yield
Education
University of Mississippi 1997 — 2000
Bachelor of Business Administration, Managerial Finance
BLN Securities September 2003 - Present
Beal Bank February 2003 - September 2003
Morgan Keegan September 2000 - February 2003
Skills
Hedge Funds, Bloomberg, Fixed Income, Microsoft Office, Financial Analysis, FINRA, Banking, Investments, Options, Mutual Funds, Investment Strategies, Portfolio Management, Financial Modeling, Structured Finance, Fixed Income Analysis, Insurance, Due Diligence, Series 24, Equity Research, Credit Risk, Series 7, Structured Products, Securities, Private Equity, Corporate Finance, Bonds, Capital Markets, Derivatives, Credit, Valuation, Series 63, Mortgage Lending, Credit Analysis, Asset Allocation, Equities, Financial Risk, Trading, Wealth Management, High Yield
Education
University of Mississippi 1997 — 2000
Bachelor of Business Administration, Managerial Finance
Robert Snowden's Morgan Keegan Experience October 2004 - February 2013
Job Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Morgan Keegan October 2004 - February 2013
Commercial Advisors, LLC September 1993 - October 2004
Skills
Fixed Income, Negotiation, Sales, Series 7, Commercial Real Estate, Investments, Securities, Portfolio Management, Series 63, Asset Allocation, Wealth Management, Asset Management
Education
University of Mississippi 1988 — 2003
Liberal Arts, English and History
Raymond James Financial Inc. March 2013 - Present
Morgan Keegan October 2004 - February 2013
Commercial Advisors, LLC September 1993 - October 2004
Skills
Fixed Income, Negotiation, Sales, Series 7, Commercial Real Estate, Investments, Securities, Portfolio Management, Series 63, Asset Allocation, Wealth Management, Asset Management
Education
University of Mississippi 1988 — 2003
Liberal Arts, English and History
Chip Grayson's Morgan Keegan Experience October 1993 - May 2012
Job Managing Director, Investment Banking at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1993 - May 2012
Baker Donelson August 1985 - September 1993
Skills
Securities, Private Equity, Capital Markets, Structured Finance, Investment Banking, IPO, Venture Capital, Hedge Funds, Private Placements, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Virginia School of Law 1982 — 1985
Juris Doctor, Law
University of Mississippi 1978 — 1982
BBA, Banking and Finance
Memphis university school 1972 — 1978
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan October 1993 - May 2012
Baker Donelson August 1985 - September 1993
Skills
Securities, Private Equity, Capital Markets, Structured Finance, Investment Banking, IPO, Venture Capital, Hedge Funds, Private Placements, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Virginia School of Law 1982 — 1985
Juris Doctor, Law
University of Mississippi 1978 — 1982
BBA, Banking and Finance
Memphis university school 1972 — 1978
Christopher D. Glenn, CIA, CFE, CISA's Morgan Keegan Experience 2004 - 2005
Job Risk Advisory Services and Internal Audit Practice Leader at Dixon Hughes Goodman
Industry Accounting
Experience
Dixon Hughes Goodman LLP June 2011 - Present
Vaco June 2009 - June 2011
Ernst & Young 2003 - May 2009
Morgan Keegan 2004 - 2005
Mueller Industries 2002 - 2003
Arthur Andersen 1998 - 2002
Skills
Internal Controls, Risk Management, Internal Audit, Management, Leadership, Auditing, Risk Assessment, Financial Reporting, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Accounting, Sarbanes-Oxley, Financial Risk, CISA, Finance, Banking
Education
University of Mississippi 1993 — 1998
Master and Bachelor of Accountancy
Barret School of Banking
Dixon Hughes Goodman LLP June 2011 - Present
Vaco June 2009 - June 2011
Ernst & Young 2003 - May 2009
Morgan Keegan 2004 - 2005
Mueller Industries 2002 - 2003
Arthur Andersen 1998 - 2002
Skills
Internal Controls, Risk Management, Internal Audit, Management, Leadership, Auditing, Risk Assessment, Financial Reporting, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Accounting, Sarbanes-Oxley, Financial Risk, CISA, Finance, Banking
Education
University of Mississippi 1993 — 1998
Master and Bachelor of Accountancy
Barret School of Banking
Joseph Graham, CFA's Morgan Keegan Experience 1999 - 2003
Job Managing Partner at Route 3 Capital
Industry Investment Management
Experience
Lord, Abbett & Co. LLC April 2015 - Present
LibertyView Capital Management October 2013 - April 2015
Route 3 Capital January 2013 - April 2015
HudsonView Capital Management March 2011 - December 2012
Millennium Partners October 2008 - December 2010
LibertyView Capital Management June 2004 - October 2008
Morgan Keegan 1999 - 2003
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Investment Banking, Trading, Alternative Investments, Trading Strategies, Mergers, Securities, Asset Managment, Quantitative Investing, Sentiment Analysis, C#, R, ETFs, Bloomberg, Python, Asset Management
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Washington University in St. Louis - Olin Business School 1995 — 1999
BSBA, Finance, Philosophy
Lord, Abbett & Co. LLC April 2015 - Present
LibertyView Capital Management October 2013 - April 2015
Route 3 Capital January 2013 - April 2015
HudsonView Capital Management March 2011 - December 2012
Millennium Partners October 2008 - December 2010
LibertyView Capital Management June 2004 - October 2008
Morgan Keegan 1999 - 2003
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Investment Banking, Trading, Alternative Investments, Trading Strategies, Mergers, Securities, Asset Managment, Quantitative Investing, Sentiment Analysis, C#, R, ETFs, Bloomberg, Python, Asset Management
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Finance
Washington University in St. Louis - Olin Business School 1995 — 1999
BSBA, Finance, Philosophy
Cooper Permenter's Morgan Keegan Experience January 2007 - March 2009
Job Producer at Harris, Madden & Powell, Inc.
Industry Insurance
Experience
Harris, Madden & Powell, Inc. March 2009 - Present
Morgan Keegan January 2007 - March 2009
Education
University of Mississippi
Insurance and Risk Management
Harris, Madden & Powell, Inc. March 2009 - Present
Morgan Keegan January 2007 - March 2009
Education
University of Mississippi
Insurance and Risk Management
Courtney Leavitt's Morgan Keegan Experience January 2001 - January 2003
Job Pain Sales Specialist at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals January 2013 - Present
Amylin Pharmaceuticals April 2010 - January 2013
SC Delta Housing Corporation 2008 - 2012
University of South Carolina Association of Lettermen 2011 - 2011
Schering Plough Pharmaceuticals July 2005 - April 2010
Wyeth Pharmaceuticals June 2003 - July 2005
Morgan Keegan January 2001 - January 2003
Skills
Sales Operations, Pharmaceutical Sales, Cardiology, Managed Care, Endocrinology, Urology, Sales Management, New Business Development, Marketing Strategy, Sales, Business Planning, Marketing, Strategic Planning, Management, Market Planning, Account Management, Cross-functional Team..., Selling Skills, Diabetes, Sales Presentations, Team Building, Coaching, Gastroenterology, Neurology, Sales Force Development, Sales Effectiveness, Pharmaceutical Industry, Leadership, Business Strategy
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor of Science, Business Administration
Germantown high
Teva Pharmaceuticals January 2013 - Present
Amylin Pharmaceuticals April 2010 - January 2013
SC Delta Housing Corporation 2008 - 2012
University of South Carolina Association of Lettermen 2011 - 2011
Schering Plough Pharmaceuticals July 2005 - April 2010
Wyeth Pharmaceuticals June 2003 - July 2005
Morgan Keegan January 2001 - January 2003
Skills
Sales Operations, Pharmaceutical Sales, Cardiology, Managed Care, Endocrinology, Urology, Sales Management, New Business Development, Marketing Strategy, Sales, Business Planning, Marketing, Strategic Planning, Management, Market Planning, Account Management, Cross-functional Team..., Selling Skills, Diabetes, Sales Presentations, Team Building, Coaching, Gastroenterology, Neurology, Sales Force Development, Sales Effectiveness, Pharmaceutical Industry, Leadership, Business Strategy
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor of Science, Business Administration
Germantown high
John S. Ferguson's Morgan Keegan Experience December 1999 - September 2004
Job MercedesBenz Certified Sales Consultant at MercedesBenz of Sarasota
Industry Construction
Experience
Mercedes-Benz of Sarasota Sales ManagerSteiner CommunitiesJune 2009 - October 2010
Palm Harbor Homes September 2004 - May 2009
Morgan Keegan December 1999 - September 2004
Merrill Lynch June 1994 - December 1999
Glauser SAAB June 1992 - May 1994
Education
University of North Texas 1970 — 1975
BS, Education
Mercedes-Benz of Sarasota Sales ManagerSteiner CommunitiesJune 2009 - October 2010
Palm Harbor Homes September 2004 - May 2009
Morgan Keegan December 1999 - September 2004
Merrill Lynch June 1994 - December 1999
Glauser SAAB June 1992 - May 1994
Education
University of North Texas 1970 — 1975
BS, Education
Frank B. Horrell's Morgan Keegan Experience 1984 - 1998
Job Director of Professional Advisor Development at Community Foundation of Greater Memphis
Industry Nonprofit Organization Management
Experience
Community Foundation of Greater Memphis January 2008 - Present
Merrill Lynch 2000 - 2007
Capital USA 1999 - 2000
Morgan Keegan 1984 - 1998
Skills
CPA, Certified Financial..., Strategic Financial..., Estate Planning, Wealth Management, High Net Worth..., Financial Planners, Retirement Planning, Wealth, Tax, Alternative Investments, Investments, Financial Advisory, Investment Management, Wealth Management..., Philanthropy, Financial Planning, Investment Strategies, Trusts
Education
University of South Florida - College of Business Administration
Bachelor of Business Administration (BBA), Accounting and Finance
Community Foundation of Greater Memphis January 2008 - Present
Merrill Lynch 2000 - 2007
Capital USA 1999 - 2000
Morgan Keegan 1984 - 1998
Skills
CPA, Certified Financial..., Strategic Financial..., Estate Planning, Wealth Management, High Net Worth..., Financial Planners, Retirement Planning, Wealth, Tax, Alternative Investments, Investments, Financial Advisory, Investment Management, Wealth Management..., Philanthropy, Financial Planning, Investment Strategies, Trusts
Education
University of South Florida - College of Business Administration
Bachelor of Business Administration (BBA), Accounting and Finance
Scott Farmer's Morgan Keegan Experience July 2008 - July 2010
Job Associate at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP September 2013 - Present
Vanderbilt University August 2010 - May 2013
Morgan Keegan July 2008 - July 2010
Skills
Financial Modeling, Due Diligence, Microsoft Excel, Legal Research, Legal Writing, Research, Private Equity, Corporate Finance, Venture Capital, Financial Analysis, Strategy, Securities, Corporate Law, Mergers & Acquisitions, Valuation, Capital Markets, Microsoft Office, Litigation
Education
Vanderbilt University Law School 2010 — 2013
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Simpson Thacher & Bartlett LLP September 2013 - Present
Vanderbilt University August 2010 - May 2013
Morgan Keegan July 2008 - July 2010
Skills
Financial Modeling, Due Diligence, Microsoft Excel, Legal Research, Legal Writing, Research, Private Equity, Corporate Finance, Venture Capital, Financial Analysis, Strategy, Securities, Corporate Law, Mergers & Acquisitions, Valuation, Capital Markets, Microsoft Office, Litigation
Education
Vanderbilt University Law School 2010 — 2013
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Forrest Bennett's Morgan Keegan Experience January 2005 - January 2011
Job Experienced Network Security Engineer, Network Manager, and Network Engineer
Industry Computer Networking
Experience
NDS/SAIC (for the City of Memphis) October 2013 - Present
Raymond James Financial January 2011 - April 2013
Morgan Keegan January 2005 - January 2011
ServiceMaster April 2002 - September 2003
Enron Broadband Services May 2000 - April 2002
Thomas & Betts February 1996 - May 2000
Orkand Corporation 1993 - 1996
Lexington County S.C. MIS April 1990 - October 1993
Skills
VoIP, Telecommunications, LAN/WAN, WAN, Network Architecture, Cisco IOS, Network Security, Switches, Architecture, Computer Security, Cisco, IP, VPN, Wireless, Routers, Network Design, Cabling, Network Engineering, TCP/IP, ATM, Ethernet, WLAN, Cisco Technologies, VMware, Security, Networking, Active Directory, LAN-WAN, Disaster Recovery, Data Center, Wireless Networking, Cisco Routers, Cisco Call Manager, Routing, Cisco Nexus, Firewalls, ATM networks, EIGRP, VLAN, BGP, DNS, Cisco Security, Frame Relay, CCNA, ASA, DHCP, Servers, Load Balancing, VMware ESX, Windows Server
Education
University of South Carolina-Columbia 1981 — 1983
NDS/SAIC (for the City of Memphis) October 2013 - Present
Raymond James Financial January 2011 - April 2013
Morgan Keegan January 2005 - January 2011
ServiceMaster April 2002 - September 2003
Enron Broadband Services May 2000 - April 2002
Thomas & Betts February 1996 - May 2000
Orkand Corporation 1993 - 1996
Lexington County S.C. MIS April 1990 - October 1993
Skills
VoIP, Telecommunications, LAN/WAN, WAN, Network Architecture, Cisco IOS, Network Security, Switches, Architecture, Computer Security, Cisco, IP, VPN, Wireless, Routers, Network Design, Cabling, Network Engineering, TCP/IP, ATM, Ethernet, WLAN, Cisco Technologies, VMware, Security, Networking, Active Directory, LAN-WAN, Disaster Recovery, Data Center, Wireless Networking, Cisco Routers, Cisco Call Manager, Routing, Cisco Nexus, Firewalls, ATM networks, EIGRP, VLAN, BGP, DNS, Cisco Security, Frame Relay, CCNA, ASA, DHCP, Servers, Load Balancing, VMware ESX, Windows Server
Education
University of South Carolina-Columbia 1981 — 1983
Broc Kreitz's Morgan Keegan Experience May 2003 - September 2011
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Account ExecutiveFidelity InvestmentsSeptember 2011 - Present
Morgan Keegan May 2003 - September 2011
Merrill Lynch July 1998 - May 2003
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Equities, Asset Management, Fixed Income, Wealth Management, Capital Markets, Financial Planning
Education
University of Mississippi 1993 — 1998
University of Mississippi
Fidelity Investments Account ExecutiveFidelity InvestmentsSeptember 2011 - Present
Morgan Keegan May 2003 - September 2011
Merrill Lynch July 1998 - May 2003
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Equities, Asset Management, Fixed Income, Wealth Management, Capital Markets, Financial Planning
Education
University of Mississippi 1993 — 1998
University of Mississippi
Mark Malone's Morgan Keegan Experience April 2006 - March 2008
Job Managing Director at Guggenheim Securities, LLC
Industry Financial Services
Experience
Janney Capital Markets December 2013 - February 2015
Lazard Capital Markets 2008 - December 2013
Morgan Keegan April 2006 - March 2008
Deutsche Bank Securities January 2000 - February 2006
BT Alex.Brown July 1998 - January 2000
Skills
Equities, Equity Research, Hedge Funds, Investment Banking, Series 7, Bloomberg, Valuation, Team Leadership, Capital Markets, Equity Valuation, Equity Trading, Fixed Income
Education
University of Richmond - Robins School of Business 1985 — 1989
BS in Business Administration, Finance/Marketing
Janney Capital Markets December 2013 - February 2015
Lazard Capital Markets 2008 - December 2013
Morgan Keegan April 2006 - March 2008
Deutsche Bank Securities January 2000 - February 2006
BT Alex.Brown July 1998 - January 2000
Skills
Equities, Equity Research, Hedge Funds, Investment Banking, Series 7, Bloomberg, Valuation, Team Leadership, Capital Markets, Equity Valuation, Equity Trading, Fixed Income
Education
University of Richmond - Robins School of Business 1985 — 1989
BS in Business Administration, Finance/Marketing
Stephanie Clements Jones's Morgan Keegan Experience May 2008 - April 2009
Job Financial Advisor at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions October 2012 - Present
VALIC November 2011 - October 2012
USAA October 2009 - September 2010
Morgan Keegan May 2008 - April 2009
Skills
Investments, Retirement Planning, Fixed Annuities, Finance, Strategic Financial..., Wealth Management, Strategic Planning, Financial Planning
Education
University of West Florida - College of Business 2011 — 2013
MBA, Finance
University of Louisville 1999 — 2005
BA
BBVA Compass Investment Solutions October 2012 - Present
VALIC November 2011 - October 2012
USAA October 2009 - September 2010
Morgan Keegan May 2008 - April 2009
Skills
Investments, Retirement Planning, Fixed Annuities, Finance, Strategic Financial..., Wealth Management, Strategic Planning, Financial Planning
Education
University of West Florida - College of Business 2011 — 2013
MBA, Finance
University of Louisville 1999 — 2005
BA
Jeffrey Gettis's Morgan Keegan Experience May 2001 - November 2006
Job Retail/Restaurant Professional
Industry Retail
Experience
7-Eleven January 2014 - March 2015
Five Guys Burgers and Fries June 2009 - April 2013
Shore Thing Restaurants, LLC. D/B/A Five Guys Burgers & Fries October 2011 - October 2012
J.S.G Trading, LLC April 2007 - March 2009
Morgan Keegan May 2001 - November 2006
Skills
Customer Service, Leadership, Operations Management, Sales, Restaurants, Food, Employee Training, Retail, Social Media, Forecasting, Team Building, Recruiting, Restaurant Management, Cold Calling, Series 7, Series 63, Trading, Profit, Direct Sales, Food Service, Franchising, Multi-unit, Outlook, Income Statement, Microsoft Excel, Training, Microsoft Word, Microsoft Office, P, Hiring, Hospitality, P&L, Management, Inventory Management, Budgets, Customer Satisfaction, Strategic Planning, Time Management, Investments, Account Management, Sales Management, Marketing
Education
Rider University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
7-Eleven January 2014 - March 2015
Five Guys Burgers and Fries June 2009 - April 2013
Shore Thing Restaurants, LLC. D/B/A Five Guys Burgers & Fries October 2011 - October 2012
J.S.G Trading, LLC April 2007 - March 2009
Morgan Keegan May 2001 - November 2006
Skills
Customer Service, Leadership, Operations Management, Sales, Restaurants, Food, Employee Training, Retail, Social Media, Forecasting, Team Building, Recruiting, Restaurant Management, Cold Calling, Series 7, Series 63, Trading, Profit, Direct Sales, Food Service, Franchising, Multi-unit, Outlook, Income Statement, Microsoft Excel, Training, Microsoft Word, Microsoft Office, P, Hiring, Hospitality, P&L, Management, Inventory Management, Budgets, Customer Satisfaction, Strategic Planning, Time Management, Investments, Account Management, Sales Management, Marketing
Education
Rider University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
Andrew Shenoy's Morgan Keegan Experience June 2011 - August 2011
Job Jr Research Analyst at Senvest Management, LLC
Industry Investment Management
Experience
Senvest Management, LLC February 2015 - Present
Sagent Advisors July 2013 - January 2015
Gleacher Partners July 2012 - June 2013
Morgan Keegan June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Business Modeling, HTML, Microsoft Office, Java, Social Media
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Bachelors of Applied Science (B.A.S.), Finance, Bioengineering
Senvest Management, LLC February 2015 - Present
Sagent Advisors July 2013 - January 2015
Gleacher Partners July 2012 - June 2013
Morgan Keegan June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Mergers, Business Modeling, HTML, Microsoft Office, Java, Social Media
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Bachelors of Applied Science (B.A.S.), Finance, Bioengineering
Suzn Head's Morgan Keegan Experience 2004 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Keegan 2004 - 2005
Swingvote 2003 - 2004
Morgan Stanley 1987 - 2003
Education
University of North Carolina at Chapel Hill 1972 — 1975
BA, Zoology
Morgan Keegan 2004 - 2005
Swingvote 2003 - 2004
Morgan Stanley 1987 - 2003
Education
University of North Carolina at Chapel Hill 1972 — 1975
BA, Zoology
Marla Breland's Morgan Keegan Experience June 2001 - February 2003
Job Examiner at LPL Financial
Industry Government Administration
Experience
LPL Financial February 2015 - Present
MS Secretary of State March 2008 - September 2014
Knobias 2004 - 2008
Morgan Keegan June 2001 - February 2003
Skills
Community Outreach, Public Relations, Strategic Planning, Budgets, Analysis, Social Media, Marketing
Education
University of Mississippi 1982 — 1985
M.Ed., Higher Education
University of Mississippi 1978 — 1981
B.A., Psychology, minor in Political Science
LPL Financial February 2015 - Present
MS Secretary of State March 2008 - September 2014
Knobias 2004 - 2008
Morgan Keegan June 2001 - February 2003
Skills
Community Outreach, Public Relations, Strategic Planning, Budgets, Analysis, Social Media, Marketing
Education
University of Mississippi 1982 — 1985
M.Ed., Higher Education
University of Mississippi 1978 — 1981
B.A., Psychology, minor in Political Science
Deems May's Morgan Keegan Experience September 2001 - November 2007
Job Partner at Solamere Advisors
Industry Financial Services
Experience
Solamere Advisors May 2009 - Present
Morgan Keegan September 2001 - November 2007
Seattle Seahawks April 1997 - September 2000
San Diego Chargers Football Co. April 1992 - January 1997
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Political Science
Solamere Advisors May 2009 - Present
Morgan Keegan September 2001 - November 2007
Seattle Seahawks April 1997 - September 2000
San Diego Chargers Football Co. April 1992 - January 1997
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Political Science
Beverly Tillman's Morgan Keegan Experience May 1987 - August 2003
Job Operations Lead at FTN Financial
Industry Capital Markets
Experience
FTN Financial November 2005 - Present
Morgan Keegan May 1987 - August 2003
Education
Southwest Tennessee Community College 2003 — 2004
AAS, Paralegal
University of Mississippi 1984 — 1986
MPA, Public Administration
University of Mississippi 1981 — 1984
BPA, Public Administration
South Panola High School
FTN Financial November 2005 - Present
Morgan Keegan May 1987 - August 2003
Education
Southwest Tennessee Community College 2003 — 2004
AAS, Paralegal
University of Mississippi 1984 — 1986
MPA, Public Administration
University of Mississippi 1981 — 1984
BPA, Public Administration
South Panola High School
Harris McCraw's Morgan Keegan Experience July 1987 - August 2004
Job Energy Investment
Industry Investment Management
Experience
MB Interests March 2014 - Present
Sewell Automotive Companies October 2012 - March 2014
n/a freelance June 2011 - October 2012
Duncan-Williams, Inc. March 2010 - June 2011
Wells Fargo Advisors July 2008 - January 2010
Hickory Capital Partners August 2004 - June 2007
Morgan Keegan July 1987 - August 2004
Skills
Commercial Pilot, Portfolio Management, Investments, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Private Equity, Securities, Series 7, Investment Banking, Risk Management, Equities, Asset Managment, Mergers, Options, Hedge Funds, Corporate Finance, Trading, Asset Management, Mutual Funds, Series 63, Alternative Investments
Education
University of Southern California 1979 — 1981
MS, Management
University of Tennessee 1970 — 1975
BS Business Administration, Marketing and Economics
MB Interests March 2014 - Present
Sewell Automotive Companies October 2012 - March 2014
n/a freelance June 2011 - October 2012
Duncan-Williams, Inc. March 2010 - June 2011
Wells Fargo Advisors July 2008 - January 2010
Hickory Capital Partners August 2004 - June 2007
Morgan Keegan July 1987 - August 2004
Skills
Commercial Pilot, Portfolio Management, Investments, Financial Modeling, Capital Markets, Valuation, Financial Analysis, Private Equity, Securities, Series 7, Investment Banking, Risk Management, Equities, Asset Managment, Mergers, Options, Hedge Funds, Corporate Finance, Trading, Asset Management, Mutual Funds, Series 63, Alternative Investments
Education
University of Southern California 1979 — 1981
MS, Management
University of Tennessee 1970 — 1975
BS Business Administration, Marketing and Economics
Charles Askew's Morgan Keegan Experience May 2008 - August 2008
Job Senior Associate Analyst at AIG
Industry Financial Services
Experience
AIG February 2015 - Present
Fitch Ratings, Global Infrastructure and Project Finance Group September 2010 - February 2015
AIG 2015 - 2015
AIG 2015 - 2015
Yext 2009 - 2010
Julian's College Shop 2007 - 2009
Morgan Keegan May 2008 - August 2008
Morgan Keegan June 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Skills
Research, Financial Analysis, Fixed Income, Economics, Microsoft Excel, PowerPoint, Sales, Credit
Education
University of North Carolina at Chapel Hill 2005 — 2009
B.A., English, Economics
Memphis University School 1999 — 2005
AIG February 2015 - Present
Fitch Ratings, Global Infrastructure and Project Finance Group September 2010 - February 2015
AIG 2015 - 2015
AIG 2015 - 2015
Yext 2009 - 2010
Julian's College Shop 2007 - 2009
Morgan Keegan May 2008 - August 2008
Morgan Keegan June 2007 - August 2007
Morgan Keegan May 2006 - August 2006
Skills
Research, Financial Analysis, Fixed Income, Economics, Microsoft Excel, PowerPoint, Sales, Credit
Education
University of North Carolina at Chapel Hill 2005 — 2009
B.A., English, Economics
Memphis University School 1999 — 2005
S.J. Guzzo's Morgan Keegan Experience 2004 - 2009
Job Ready to Help Build the Next Great Middle Market Fixed Income Franchise
Industry Financial Services
Experience
Wunderlich Securities August 2014 - August 2015
Stifel Financial Corp. April 2012 - August 2014
Raymond James February 2009 - April 2012
Morgan Keegan 2004 - 2009
Capital RE 1996 - 1999
Skills
Fixed Income, Capital Markets, Series 24, Series 53, Series 9/10, Series 7, Series 63, Portfolio Management, Bonds, Banking, Securities, Structured Products, Loans, Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Investment Banking, Asset Managment, Investments, Valuation, FINRA, Derivatives, Equities, Mutual Funds, Asset Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & Marketing
University of New Orleans 1983 — 1987
BS, Finance
Brother Martin High School
Wunderlich Securities August 2014 - August 2015
Stifel Financial Corp. April 2012 - August 2014
Raymond James February 2009 - April 2012
Morgan Keegan 2004 - 2009
Capital RE 1996 - 1999
Skills
Fixed Income, Capital Markets, Series 24, Series 53, Series 9/10, Series 7, Series 63, Portfolio Management, Bonds, Banking, Securities, Structured Products, Loans, Risk Management, Financial Analysis, Financial Modeling, Bloomberg, Alternative Investments, Hedge Funds, Asset Allocation, Investment Banking, Asset Managment, Investments, Valuation, FINRA, Derivatives, Equities, Mutual Funds, Asset Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & Marketing
University of New Orleans 1983 — 1987
BS, Finance
Brother Martin High School
Robert Voss's Morgan Keegan Experience May 1998 - April 2003
Job Vice President Commercial Lending at First Bank and Trust
Industry Banking
Experience
First Bank and Trust August 2012 - Present
Chase November 2011 - August 2012
Whitney Bank February 2010 - November 2011
Chase June 2007 - February 2010
Chase June 2005 - June 2007
Chase April 2003 - June 2005
Morgan Keegan May 1998 - April 2003
Skills
Banking, Credit, Cash Management, Commercial Banking, Investments, Retirement Planning, Commercial Lending, Loans, Small Business Lending, Cash Flow, Management, Financial Analysis, Credit Analysis, Portfolio Management, Consumer Lending, Retail Banking, Finance, Treasury Management, Insurance, Mortgage Lending, Financial Services, Loan Origination, Lines Of Credit
Education
University of New Orleans 1993 — 2001
Bachelor of Science (BS)
First Bank and Trust August 2012 - Present
Chase November 2011 - August 2012
Whitney Bank February 2010 - November 2011
Chase June 2007 - February 2010
Chase June 2005 - June 2007
Chase April 2003 - June 2005
Morgan Keegan May 1998 - April 2003
Skills
Banking, Credit, Cash Management, Commercial Banking, Investments, Retirement Planning, Commercial Lending, Loans, Small Business Lending, Cash Flow, Management, Financial Analysis, Credit Analysis, Portfolio Management, Consumer Lending, Retail Banking, Finance, Treasury Management, Insurance, Mortgage Lending, Financial Services, Loan Origination, Lines Of Credit
Education
University of New Orleans 1993 — 2001
Bachelor of Science (BS)
Will Schmitt's Morgan Keegan Experience October 2008 - April 2012
Job Managing Partner at Faulkner Partners LLC
Industry Financial Services
Experience
Faulkner Partners LLC June 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan October 2008 - April 2012
Skills
Securities, Mutual Funds, Securities Regulation, FINRA, Corporate Governance, Securities Litigation, Employment Law, Restrictive Covenants, Contract Law, Uniform Combined State..., Alternative Investments, Hedge Funds
Education
University of Mississippi School of Law 2005 — 2008
JD, Law
University of Mississippi
BA, History and Political Science
Faulkner Partners LLC June 2014 - Present
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan October 2008 - April 2012
Skills
Securities, Mutual Funds, Securities Regulation, FINRA, Corporate Governance, Securities Litigation, Employment Law, Restrictive Covenants, Contract Law, Uniform Combined State..., Alternative Investments, Hedge Funds
Education
University of Mississippi School of Law 2005 — 2008
JD, Law
University of Mississippi
BA, History and Political Science
Jack Richmond's Morgan Keegan Experience June 2007 - June 2009
Job Associate at Berkeley Point Capital LLC
Industry Financial Services
Experience
Berkeley Point Capital LLC May 2013 - Present
Harbert Management Corporation July 2012 - May 2013
Harbert Management Corporation December 2010 - July 2012
Healthways November 2009 - December 2010
Morgan Keegan June 2007 - June 2009
Skills
Financial Modeling, Valuation, Equities, Corporate Development, DCF, Private Equity, Financial Analysis, Investments, Investment Banking, Real Estate, Portfolio Management, Due Diligence, Finance, Mergers & Acquisitions, Strategy, LBO, Loans, Acquisitions, Analysis
Education
University of North Carolina at Chapel Hill 2003 — 2007
B.S., Business Administration
Berkeley Point Capital LLC May 2013 - Present
Harbert Management Corporation July 2012 - May 2013
Harbert Management Corporation December 2010 - July 2012
Healthways November 2009 - December 2010
Morgan Keegan June 2007 - June 2009
Skills
Financial Modeling, Valuation, Equities, Corporate Development, DCF, Private Equity, Financial Analysis, Investments, Investment Banking, Real Estate, Portfolio Management, Due Diligence, Finance, Mergers & Acquisitions, Strategy, LBO, Loans, Acquisitions, Analysis
Education
University of North Carolina at Chapel Hill 2003 — 2007
B.S., Business Administration
Nancy Breck's Morgan Keegan Experience 1998 - 1999
Job Complicated
Industry Law Practice
Experience
Morgan Keegan 1998 - 1999
Skills
Litigation
Education
University of North Carolina at Chapel Hill 1969 — 1971
BA, Speech, Early Education
University of North Carolina at Chapel Hill 1969 — 1971
BA, Speech, Early Education
University of North Carolina at Chapel Hill 1969 — 1971
BA, Speech, Early Education
Stratford College 1967 — 1968
Education
Morgan Keegan 1998 - 1999
Skills
Litigation
Education
University of North Carolina at Chapel Hill 1969 — 1971
BA, Speech, Early Education
University of North Carolina at Chapel Hill 1969 — 1971
BA, Speech, Early Education
University of North Carolina at Chapel Hill 1969 — 1971
BA, Speech, Early Education
Stratford College 1967 — 1968
Education
Casy O'Brien's Morgan Keegan Experience February 2007 - April 2012
Job Managing Director Fixed Income at Raymond James Financial Inc. Manager of Fixed Income New Issue Syndicates.
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan February 2007 - April 2012
RBC Capital Markets October 1989 - February 2007
Skills
Capital Markets, Fixed Income, Underwriting, Equities, Investments, Bloomberg, Series 7, Investment Banking, Municipal Bonds, Public Finance, Series 63, series 53, Bonds, Securities
Education
University of Minnesota-Twin Cities 1983 — 1987
BS, Economics
Raymond James Financial Inc. April 2012 - Present
Morgan Keegan February 2007 - April 2012
RBC Capital Markets October 1989 - February 2007
Skills
Capital Markets, Fixed Income, Underwriting, Equities, Investments, Bloomberg, Series 7, Investment Banking, Municipal Bonds, Public Finance, Series 63, series 53, Bonds, Securities
Education
University of Minnesota-Twin Cities 1983 — 1987
BS, Economics
patrick knoell's Morgan Keegan Experience January 2008 - October 2011
Job Sr VP Loop Capital Markets
Industry Financial Services
Experience
Loop Capital Markets October 2013 - Present
Cortview Capital Markets November 2011 - September 2013
Morgan Keegan January 2008 - October 2011
Skills
Fixed Income, Investments, Capital Markets, Series 63, Portfolio Management
Education
University of Nebraska-Lincoln 1970 — 1975
MA, accounting
Loop Capital Markets October 2013 - Present
Cortview Capital Markets November 2011 - September 2013
Morgan Keegan January 2008 - October 2011
Skills
Fixed Income, Investments, Capital Markets, Series 63, Portfolio Management
Education
University of Nebraska-Lincoln 1970 — 1975
MA, accounting
David Kennerly's Morgan Keegan Experience Summer AnalystBean Partners Ltd.May 2009 - July 2009
Job Investment Banking Analyst at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan Summer AnalystBean Partners Ltd.May 2009 - July 2009
Education
UNC Chapel Hill 2006 — 2010
Business Administration, Finance
Morgan Keegan Summer AnalystBean Partners Ltd.May 2009 - July 2009
Education
UNC Chapel Hill 2006 — 2010
Business Administration, Finance
Sheree Kelley's Morgan Keegan Experience 1989 - 1990
Job Risk Management
Industry Utilities
Experience
Huntsville Utilities April 2012 - Present
Redstone Federal Credit Union February 2000 - July 2011
SouthBank 1998 - 2000
Colonial Bank 1998 - 1998
Coopers & Lybrand Consulting 1996 - 1998
Colonial Bank 1991 - 1996
Morgan Keegan 1989 - 1990
Merrill Lynch 1980 - 1989
Regions Bank 1978 - 1980
Skills
Financial Analysis, Budgeting, Risk Management, Financial Reporting, Internal Controls, Excel, Internal Audit, Cost Accounting, PowerPoint, Variance Analysis, Word, Financial Planning, Financial Management, Microsoft Office, Cash Management, Compliance, Accounts Payable, Cash Flow, Strategic Planning, Process Improvement, Team Building, Customer Service, Microsoft Excel, Banking, Finance, General Ledger, Budgets, Credit, Accounting, Managerial Finance, GAAP, Account Reconciliation, Strategic Financial..., Microsoft Word
Education
University of North Alabama 1974 — 1978
BS, Accounting and Management
Huntsville Utilities April 2012 - Present
Redstone Federal Credit Union February 2000 - July 2011
SouthBank 1998 - 2000
Colonial Bank 1998 - 1998
Coopers & Lybrand Consulting 1996 - 1998
Colonial Bank 1991 - 1996
Morgan Keegan 1989 - 1990
Merrill Lynch 1980 - 1989
Regions Bank 1978 - 1980
Skills
Financial Analysis, Budgeting, Risk Management, Financial Reporting, Internal Controls, Excel, Internal Audit, Cost Accounting, PowerPoint, Variance Analysis, Word, Financial Planning, Financial Management, Microsoft Office, Cash Management, Compliance, Accounts Payable, Cash Flow, Strategic Planning, Process Improvement, Team Building, Customer Service, Microsoft Excel, Banking, Finance, General Ledger, Budgets, Credit, Accounting, Managerial Finance, GAAP, Account Reconciliation, Strategic Financial..., Microsoft Word
Education
University of North Alabama 1974 — 1978
BS, Accounting and Management
Amy Hornung's Morgan Keegan Experience 2003 - 2005
Job Inside Sales Support at Steel Technologies
Industry Mining & Metals
Experience
Steel Technologies June 2005 - Present
Morgan Keegan 2003 - 2005
M.G. Newell Corporation 2001 - 2003
Skills
Customer Service, Account Management
Education
University of Louisville
Bachelor of Science, Sociology
Steel Technologies June 2005 - Present
Morgan Keegan 2003 - 2005
M.G. Newell Corporation 2001 - 2003
Skills
Customer Service, Account Management
Education
University of Louisville
Bachelor of Science, Sociology
Robert M. Derrington's Morgan Keegan Experience June 2001 - March 2012
Job Managing Director Restaurant Analyst Telsey Advisory Group
Industry Restaurants
Experience
Telsey Advisory Group August 2015 - Present
Wunderlich Securities Inc. June 2013 - August 2015
Northcoast Research May 2012 - June 2013
Morgan Keegan June 2001 - March 2012
Suntrust Equitable Securities October 1994 - May 2001
Bromad Investments dba Panera Pizza August 1981 - December 1991
Shillington Box Company May 1978 - August 1981
Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting
Education
Washington University in St. Louis 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of Missouri-Saint Louis 1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management
Telsey Advisory Group August 2015 - Present
Wunderlich Securities Inc. June 2013 - August 2015
Northcoast Research May 2012 - June 2013
Morgan Keegan June 2001 - March 2012
Suntrust Equitable Securities October 1994 - May 2001
Bromad Investments dba Panera Pizza August 1981 - December 1991
Shillington Box Company May 1978 - August 1981
Skills
Series 7, Series 63, Securities Analyst, Franchisee Management, Franchise Consulting
Education
Washington University in St. Louis 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
University of Missouri-Saint Louis 1971 — 1975
Bachelor of Science (BS), Accounting and Business/Management
Jim Klepper's Morgan Keegan Experience December 1991 - September 2009
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. September 2009 - Present
Morgan Keegan December 1991 - September 2009
Skills
Valuation, Series 7, Equities, Private Equity, Investments, Financial Modeling, Series 63, Hedge Funds, Securities, Asset Allocation, Equity Research, Mutual Funds, Capital Markets, Financial Analysis
Education
University of Mississippi 1989 — 1991
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Stephens Inc. September 2009 - Present
Morgan Keegan December 1991 - September 2009
Skills
Valuation, Series 7, Equities, Private Equity, Investments, Financial Modeling, Series 63, Hedge Funds, Securities, Asset Allocation, Equity Research, Mutual Funds, Capital Markets, Financial Analysis
Education
University of Mississippi 1989 — 1991
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Jacob Crowl's Morgan Keegan Experience May 2011 - August 2011
Job Attended University of Mississippi
Industry Real Estate
Experience
Memphis National Golf Club 2012 - 2012
Morgan Keegan May 2011 - August 2011
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate FInance
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate Finance
Memphis National Golf Club 2012 - 2012
Morgan Keegan May 2011 - August 2011
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate FInance
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate Finance
Patrick Knoell's Morgan Keegan Experience January 2007 - December 2011
Job Director at Pierpont Securities
Industry Capital Markets
Experience
Pierpont Securities January 2012 - Present
Morgan Keegan January 2007 - December 2011
Education
University of Nebraska-Lincoln 1970 — 1975
Master's degree, Accounting
Pierpont Securities January 2012 - Present
Morgan Keegan January 2007 - December 2011
Education
University of Nebraska-Lincoln 1970 — 1975
Master's degree, Accounting
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation