Morgan Keegan & Co.
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, TN 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 & Co. Employees
Employee
Years
Job
Industry
Deena Ruiz Deena Ruiz's Morgan Keegan & Co. Experience April 2007 - October 2009
Job AM at lululemon athletica
Industry Marketing and Advertising
Experience
lululemon athletica August 2014 - Present
lululemon athletica May 2013 - Present
FedEx Services June 2012 - August 2012
Pure Luxe Salon & Spa October 2009 - August 2011
Morgan Keegan & Co. April 2007 - October 2009
AmSouth Bank March 2006 - April 2007
Skills
Marketing Strategy, Competitive Analysis, Portfolio Management, Sales, Social Media, Brand Management, CRM, Event Planning, Pricing, Customer Service, Shopper Marketing, Media Buying, Business Analytics, Graphic Design, Marketing, Market Research, Marketing Research, Market Planning, Strategic Planning, Social Media Marketing, Analytics, Data Analysis, Retail Marketing, Fitness Industry, SEO, Strategy, Email Marketing, Digital Marketing
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
MBA, Marketing/Shopper Marketing
University of Tennessee-Knoxville - College of Business Administration 2001 — 2005
BS, Finance, Marketing
lululemon athletica August 2014 - Present
lululemon athletica May 2013 - Present
FedEx Services June 2012 - August 2012
Pure Luxe Salon & Spa October 2009 - August 2011
Morgan Keegan & Co. April 2007 - October 2009
AmSouth Bank March 2006 - April 2007
Skills
Marketing Strategy, Competitive Analysis, Portfolio Management, Sales, Social Media, Brand Management, CRM, Event Planning, Pricing, Customer Service, Shopper Marketing, Media Buying, Business Analytics, Graphic Design, Marketing, Market Research, Marketing Research, Market Planning, Strategic Planning, Social Media Marketing, Analytics, Data Analysis, Retail Marketing, Fitness Industry, SEO, Strategy, Email Marketing, Digital Marketing
Education
University of Tennessee-Knoxville - College of Business Administration 2011 — 2012
MBA, Marketing/Shopper Marketing
University of Tennessee-Knoxville - College of Business Administration 2001 — 2005
BS, Finance, Marketing
Samantha Gould Samantha Gould's Morgan Keegan & Co. Experience August 2007 - August 2009
Job Institutional Sales Associate at Baron Capital
Industry Investment Management
Experience
Baron Capital September 2012 - Present
Baron Capital October 2011 - September 2012
Metro Logics August 2009 - September 2011
Morgan Keegan & Co. August 2007 - August 2009
Easton-Bell Sports June 2006 - August 2006
Skills
Asset Allocation, Customer Service, Equities, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint
Education
University of Mississippi 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Briarcrest High School 1999 — 2003
Baron Capital September 2012 - Present
Baron Capital October 2011 - September 2012
Metro Logics August 2009 - September 2011
Morgan Keegan & Co. August 2007 - August 2009
Easton-Bell Sports June 2006 - August 2006
Skills
Asset Allocation, Customer Service, Equities, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, PowerPoint
Education
University of Mississippi 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Briarcrest High School 1999 — 2003
Leonard H. Seawell Leonard H. Seawell's Morgan Keegan & Co. Experience October 1999 - February 2008
Job Managing Partner Seawell Menawa, LLC
Industry Investment Banking
Experience
Seawell Menawa, LLC June 1970 - Present
Oppenheimer & Co. 2010 - 2012
Morgan Keegan & Co October 1999 - February 2008
J C Bradford & Co May 1995 - October 1999
Education
Auburn University 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northwestern University
University of Pennsylvania - The Wharton School
Seawell Menawa, LLC June 1970 - Present
Oppenheimer & Co. 2010 - 2012
Morgan Keegan & Co October 1999 - February 2008
J C Bradford & Co May 1995 - October 1999
Education
Auburn University 1966 — 1970
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northwestern University
University of Pennsylvania - The Wharton School
Patricia Conrad's Morgan Keegan & Co. Experience February 2007 - February 2013
Job Financial Advisor, Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Financial Inc. February 2013 - Present
Morgan Keegan & Co. February 2007 - February 2013
AmSouth Invesments May 2003 - February 2007
SunTrust Investment Services February 1995 - May 2003
Education
Saint Leo University 1992 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Georgia Southern University 1991 — 1992
College of Central Florida 1989 — 1991
Associate of Arts (AA), Education
Summer Odom, CERTIFIED FINANCIAL PLANNER Summer Odom, CERTIFIED FINANCIAL PLANNER's Morgan Keegan & Co. Experience January 2007 - April 2012
Job Managing Director at Lakeview Capital Partners, LLC
Industry Financial Services
Experience
Lakeview Capital Partners February 2014 - Present
Habif, Arogeti & Wynne,LLP April 2012 - February 2014
Morgan Keegan & Co. January 2007 - April 2012
The Coca-Cola Company September 2001 - January 2007
Skills
Tax, Financial Analysis, Accounting, Financial Reporting, Retirement Plan..., Retirement Planning, Profit Sharing, 401k, GAAP, Income Tax, Financial Accounting, CPA, Internal Controls, Auditing, Retirement, Tax Preparation, Business Valuation, US GAAP, Mutual Funds
Education
University of Florida 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Brevard College 1996 — 1998
Associate of Arts (AA), Accounting and Finance
Lakeview Capital Partners February 2014 - Present
Habif, Arogeti & Wynne,LLP April 2012 - February 2014
Morgan Keegan & Co. January 2007 - April 2012
The Coca-Cola Company September 2001 - January 2007
Skills
Tax, Financial Analysis, Accounting, Financial Reporting, Retirement Plan..., Retirement Planning, Profit Sharing, 401k, GAAP, Income Tax, Financial Accounting, CPA, Internal Controls, Auditing, Retirement, Tax Preparation, Business Valuation, US GAAP, Mutual Funds
Education
University of Florida 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Brevard College 1996 — 1998
Associate of Arts (AA), Accounting and Finance
Fletcher Abele Fletcher Abele's Morgan Keegan & Co. Experience January 2001 - May 2006
Job Cypress Employment Services, LLC
Industry Staffing and Recruiting
Experience
Cypress Employment Services, LLC. August 2014 - Present
First Commercial Bank August 2010 - March 2014
First American Bank/RBC May 2008 - August 2010
Regions Financial Corporation March 2006 - May 2008
Morgan Keegan & Co. January 2001 - May 2006
Education
Hampden-Sydney College 1990 — 1994
Bachelor of Arts (BA), History
The Altamont School
The Altamont School
The Altamont School
Cypress Employment Services, LLC. August 2014 - Present
First Commercial Bank August 2010 - March 2014
First American Bank/RBC May 2008 - August 2010
Regions Financial Corporation March 2006 - May 2008
Morgan Keegan & Co. January 2001 - May 2006
Education
Hampden-Sydney College 1990 — 1994
Bachelor of Arts (BA), History
The Altamont School
The Altamont School
The Altamont School
Brad Podzius Brad Podzius's Morgan Keegan & Co. Experience July 2004 - October 2006
Job Project Manager at Practice Engine
Industry Accounting
Experience
Practice Engine Group November 2013 - Present
Frazier & Deeter, LLC January 2008 - October 2013
Morgan Keegan & Co. July 2004 - October 2006
Skills
Tax Returns, Tax, Financial Statements, Tax Preparation, Corporate Tax, GAAP, Income Tax, IRS, S Corporations, SEC filings, Tax Accounting, QuickBooks, Tax Research, Partnership Taxation
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2009
Master of Business Administration (MBA), Health/Health Care Administration/Management
Georgia State University - J. Mack Robinson College of Business 2008 — 2009
Master of Science (MS), Taxation
Practice Engine Group November 2013 - Present
Frazier & Deeter, LLC January 2008 - October 2013
Morgan Keegan & Co. July 2004 - October 2006
Skills
Tax Returns, Tax, Financial Statements, Tax Preparation, Corporate Tax, GAAP, Income Tax, IRS, S Corporations, SEC filings, Tax Accounting, QuickBooks, Tax Research, Partnership Taxation
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2009
Master of Business Administration (MBA), Health/Health Care Administration/Management
Georgia State University - J. Mack Robinson College of Business 2008 — 2009
Master of Science (MS), Taxation
Carolyn Shuler Carolyn Shuler's Morgan Keegan & Co. Experience August 2008 - 2010
Job Personal Tutor/Substitute Teacher at Brookstone School
Industry Primary/Secondary Education
Experience
Brookstone School April 2014 - Present
Brookstone School February 2014 - Present
Brookstone School January 2014 - Present
Historic Charleston Foundation August 2013 - Present
Historic Charleston Foundation June 2013 - August 2013
Georgia Museum of Art August 2012 - May 2013
The Red Dress Boutique May 2012 - August 2012
Morgan Keegan & Co. August 2008 - 2010
Celebrity's Bistro-To-Go June 2007 - 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, QuickBooks, Historic Preservation, Culinary Skills
Education
The University of Georgia 2009 — 2013
Bachelor of Arts (BA), History, Senior
Brookstone School April 2014 - Present
Brookstone School February 2014 - Present
Brookstone School January 2014 - Present
Historic Charleston Foundation August 2013 - Present
Historic Charleston Foundation June 2013 - August 2013
Georgia Museum of Art August 2012 - May 2013
The Red Dress Boutique May 2012 - August 2012
Morgan Keegan & Co. August 2008 - 2010
Celebrity's Bistro-To-Go June 2007 - 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, QuickBooks, Historic Preservation, Culinary Skills
Education
The University of Georgia 2009 — 2013
Bachelor of Arts (BA), History, Senior
Darin Johnson Darin Johnson's Morgan Keegan & Co. Experience June 1998 - May 2000
Job Vice President Marketing, Extremities at Exactech
Industry Medical Devices
Experience
Exactech September 2002 - Present
Raymond James Capital, Inc. May 2000 - August 2002
Morgan Keegan & Co. June 1998 - May 2000
Skills
Medical Devices, Product Launch, Operating Room, Surgical Instruments, Orthopedic, Surgeons, Market Development, Cross-functional Team..., Product Development, Product Marketing, Product Management, Medical Sales, Selling, Sales Operations, Marketing Management, Sales Force Development, Market Research, Investment Banking, Surgery, Global Marketing, Strategy, Market Analysis, Sales Presentations, Sales Effectiveness, Marketing, Competitive Analysis
Education
Brown University 1994 — 1998
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.6
Oxford University 1996 — 1997
Junior Year, Economics
Exactech September 2002 - Present
Raymond James Capital, Inc. May 2000 - August 2002
Morgan Keegan & Co. June 1998 - May 2000
Skills
Medical Devices, Product Launch, Operating Room, Surgical Instruments, Orthopedic, Surgeons, Market Development, Cross-functional Team..., Product Development, Product Marketing, Product Management, Medical Sales, Selling, Sales Operations, Marketing Management, Sales Force Development, Market Research, Investment Banking, Surgery, Global Marketing, Strategy, Market Analysis, Sales Presentations, Sales Effectiveness, Marketing, Competitive Analysis
Education
Brown University 1994 — 1998
Bachelor of Arts (B.A.), Business/Managerial Economics, 3.6
Oxford University 1996 — 1997
Junior Year, Economics
Michael R. Miller Michael R. Miller's Morgan Keegan & Co. Experience November 1998 - August 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2011 - Present
Morgan Keegan & Co. November 1998 - August 2011
E.F. Hutton/Smith Barney December 1983 - November 1998
Education
Centre College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Ameriprise Financial Services, Inc. August 2011 - Present
Morgan Keegan & Co. November 1998 - August 2011
E.F. Hutton/Smith Barney December 1983 - November 1998
Education
Centre College 1972 — 1976
Bachelor of Arts (B.A.), Economics
Blaise Benoist Blaise Benoist's Morgan Keegan & Co. Experience March 2005 - June 2012
Job Benoist Wealth Strategies, Inc. Confidential, Competent and Caring
Industry Financial Services
Experience
Benoist Wealth Strategies, Inc / Raymond James June 2012 - Present
Morgan Keegan & Co. March 2005 - June 2012
Skills
Estate Planning, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Series 7, Alternative Investments, Advanced Planning, Insurance, Objective Financial..., Investment Management
Education
University of Central Florida 1993 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
University of Florida 1987 — 1991
Bachelor's degree, Econometrics and Quantitative Economics
Benoist Wealth Strategies, Inc / Raymond James June 2012 - Present
Morgan Keegan & Co. March 2005 - June 2012
Skills
Estate Planning, Asset Allocation, Wealth Management, Investment Strategies, Investment Advisory, Series 7, Alternative Investments, Advanced Planning, Insurance, Objective Financial..., Investment Management
Education
University of Central Florida 1993 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
University of Florida 1987 — 1991
Bachelor's degree, Econometrics and Quantitative Economics
Manan Shah MBA Manan Shah MBA's Morgan Keegan & Co. Experience September 2006 - October 2007
Job Financial Planning & Expense Control Analyst at AXA Equitable
Industry Financial Services
Experience
AXA Equitable October 2013 - Present
RER LLC April 2010 - September 2013
RER LLC May 2008 - March 2010
Morgan Keegan & CO September 2006 - October 2007
Skills
Fixed Income, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Credit, Insurance, Retirement, Fixed Annuities, Risk Management, Financial Services, Loans, Investment Advisory, Investment Management, Alternative Investments, Microsoft Office..., Microsoft Excel, CDS, Competitive Analysis, Market Analysis, Financial Audits, Financial Statements, Financial Markets, Financial Reporting, Securities Regulation, Securities Offerings, Security Settlement, Security Management, Financial Risk, Front Office, Middle Office
Education
Montclair State University 2008 — 2010
MASTER OF BUSINESS ADMINISTRATION, Concentration:Finance, GPA: 3.6 Deans List
New Jersey City University 2003 — 2006
BACHELOR OF SCIENCE Business Administration, Concentration : Management
AXA Equitable October 2013 - Present
RER LLC April 2010 - September 2013
RER LLC May 2008 - March 2010
Morgan Keegan & CO September 2006 - October 2007
Skills
Fixed Income, Investments, Retirement Planning, Financial Analysis, Strategic Financial..., Mutual Funds, Banking, Equities, Portfolio Management, Wealth Management, Credit, Insurance, Retirement, Fixed Annuities, Risk Management, Financial Services, Loans, Investment Advisory, Investment Management, Alternative Investments, Microsoft Office..., Microsoft Excel, CDS, Competitive Analysis, Market Analysis, Financial Audits, Financial Statements, Financial Markets, Financial Reporting, Securities Regulation, Securities Offerings, Security Settlement, Security Management, Financial Risk, Front Office, Middle Office
Education
Montclair State University 2008 — 2010
MASTER OF BUSINESS ADMINISTRATION, Concentration:Finance, GPA: 3.6 Deans List
New Jersey City University 2003 — 2006
BACHELOR OF SCIENCE Business Administration, Concentration : Management
Rachael Mathis Rachael Mathis's Morgan Keegan & Co. Experience May 2009 - December 2012
Job Asset Liability Analyst at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG January 2014 - Present
Wunderlich Securities December 2012 - January 2014
Morgan Keegan & Co. May 2009 - December 2012
Morgan Keegan & Co. March 2006 - May 2009
Skills
Financial Analysis, Accounting, Investments, Financial Modeling, Financial Reporting, Strategic Financial..., Asset Management, Alternative Investments, Retirement Planning
Education
The University of Memphis 2013 — 2015
Bachelor’s Degree, Accounting
Union University 2001 — 2005
Bachelor’s Degree, Early Childhood Education
Vining Sparks, IBG January 2014 - Present
Wunderlich Securities December 2012 - January 2014
Morgan Keegan & Co. May 2009 - December 2012
Morgan Keegan & Co. March 2006 - May 2009
Skills
Financial Analysis, Accounting, Investments, Financial Modeling, Financial Reporting, Strategic Financial..., Asset Management, Alternative Investments, Retirement Planning
Education
The University of Memphis 2013 — 2015
Bachelor’s Degree, Accounting
Union University 2001 — 2005
Bachelor’s Degree, Early Childhood Education
Dow Crocker Dow Crocker's Morgan Keegan & Co. Experience July 1997 - May 2008
Job Managing Partner, CPB Group of Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
Morgan Keegan & Co. July 1997 - May 2008
Eppler, Guerin & Turner July 1979 - July 1997
Education
The University of Texas at Austin 1975 — 1979
Bachelor's Degree, Business Administration in Finance
Raymond James May 2008 - Present
Morgan Keegan & Co. July 1997 - May 2008
Eppler, Guerin & Turner July 1979 - July 1997
Education
The University of Texas at Austin 1975 — 1979
Bachelor's Degree, Business Administration in Finance
Honey Mathes's Morgan Keegan & Co. Experience 2000 - 2003
Job Professional
Industry
Experience
Family 2008 - Present
Gulf Enterprises, Inc. 2006 - 2008
Stone Pigman Walther Wittmann L.L.C. 2005 - 2006
Belladonna Day Spa 2004 - 2005
Morgan Keegan & Co. 2000 - 2003
Earthsavers, Inc. 1998 - 2000
Gambit Weekly 1991 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Strategic Planning, Sales
Education
Trinity University-Washington 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
Academy of the Sacred Heart
High School Diploma, College Preparatory Program
Family 2008 - Present
Gulf Enterprises, Inc. 2006 - 2008
Stone Pigman Walther Wittmann L.L.C. 2005 - 2006
Belladonna Day Spa 2004 - 2005
Morgan Keegan & Co. 2000 - 2003
Earthsavers, Inc. 1998 - 2000
Gambit Weekly 1991 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Strategic Planning, Sales
Education
Trinity University-Washington 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature/Letters
Academy of the Sacred Heart
High School Diploma, College Preparatory Program
A. Chase McAnally A. Chase McAnally's Morgan Keegan & Co. Experience May 2010 - July 2010
Job Wholesaler at Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.
Industry Oil & Energy
Experience
Atlas Energy, L.P. July 2015 - Present
Atlas Energy, L.P. March 2014 - July 2015
First Southern Securities May 2011 - March 2014
Morgan Keegan August 2010 - April 2011
Nashville Motorsports LLC August 2009 - August 2010
Morgan Keegan & Co May 2010 - July 2010
Angel Capital Group October 2009 - February 2010
smart Center Buckhead June 2009 - August 2009
Skills
Special Situations, High Yield, Research, Bonds, Fixed Income, Series 7, Bloomberg, Capital Markets, Portfolio Management, Trading, Asset Managment, Securities, Investments, Equities, Alternative Investments, Due Diligence, FINRA, Financial Services, Asset Management, Marketing
Education
David Lipscomb University 2007 — 2011
BBA, International Business Concentration
Milton High School 2003 — 2007
Atlas Energy, L.P. July 2015 - Present
Atlas Energy, L.P. March 2014 - July 2015
First Southern Securities May 2011 - March 2014
Morgan Keegan August 2010 - April 2011
Nashville Motorsports LLC August 2009 - August 2010
Morgan Keegan & Co May 2010 - July 2010
Angel Capital Group October 2009 - February 2010
smart Center Buckhead June 2009 - August 2009
Skills
Special Situations, High Yield, Research, Bonds, Fixed Income, Series 7, Bloomberg, Capital Markets, Portfolio Management, Trading, Asset Managment, Securities, Investments, Equities, Alternative Investments, Due Diligence, FINRA, Financial Services, Asset Management, Marketing
Education
David Lipscomb University 2007 — 2011
BBA, International Business Concentration
Milton High School 2003 — 2007
Chad McGrath Chad McGrath's Morgan Keegan & Co. Experience April 2007 - April 2012
Job Managing Partner at Timber Opportunity Advisors
Industry Paper & Forest Products
Experience
Timber Opportunity Advisors January 2014 - Present
Matre Forestry Consulting, Inc. April 2014 - Present
Wells Fargo Advisors April 2012 - December 2013
Morgan Keegan & Co. April 2007 - April 2012
Skills
Investments, Asset Management, Real Estate
Education
The University of Georgia 1991 — 1996
Bachelor of Science (B.S.), Agricultural Economics
Deerfield-Windsor School 1978 — 1991
Timber Opportunity Advisors January 2014 - Present
Matre Forestry Consulting, Inc. April 2014 - Present
Wells Fargo Advisors April 2012 - December 2013
Morgan Keegan & Co. April 2007 - April 2012
Skills
Investments, Asset Management, Real Estate
Education
The University of Georgia 1991 — 1996
Bachelor of Science (B.S.), Agricultural Economics
Deerfield-Windsor School 1978 — 1991
Chris LaCroix's Morgan Keegan & Co. Experience March 2010 - April 2012
Job Sr. Technology Service Center Representative at Raymond James Financial Inc.
Industry Information Technology and Services
Experience
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. January 2013 - March 2013
Morgan Keegan & Co. March 2010 - April 2012
Memphis Symphony Orchestra August 1996 - May 1998
Skills
Outstanding Customer..., Microsoft Office 2007, Microsoft Office 2010, Microsoft CRM, Active Directory, Thomson One, Windows XP Professional, Windows 7, iPhone, Blackberry, Microsoft Office, Computer Hardware, Help Desk Support, Dameware, Customer Service, XP, Networking, Servers, Office 2010, Disaster Recovery, Thompson One, Operating Systems, Software Installation, Citrix, Blackberry Enterprise..., DNS, Integration, Microsoft Exchange, Printers, SharePoint, System Administration, Technical Support, Troubleshooting, VMware, VPN, Windows Server, Windows XP, Hardware, Remote Desktop, VMware ESX, Group Policy, Windows XP Pro, Network Administration
Education
The University of Memphis 2000 — 2010
Bachelor, Business Administration; Management Information Systems
Raymond James Financial Inc. April 2012 - Present
Raymond James Financial Inc. January 2013 - March 2013
Morgan Keegan & Co. March 2010 - April 2012
Memphis Symphony Orchestra August 1996 - May 1998
Skills
Outstanding Customer..., Microsoft Office 2007, Microsoft Office 2010, Microsoft CRM, Active Directory, Thomson One, Windows XP Professional, Windows 7, iPhone, Blackberry, Microsoft Office, Computer Hardware, Help Desk Support, Dameware, Customer Service, XP, Networking, Servers, Office 2010, Disaster Recovery, Thompson One, Operating Systems, Software Installation, Citrix, Blackberry Enterprise..., DNS, Integration, Microsoft Exchange, Printers, SharePoint, System Administration, Technical Support, Troubleshooting, VMware, VPN, Windows Server, Windows XP, Hardware, Remote Desktop, VMware ESX, Group Policy, Windows XP Pro, Network Administration
Education
The University of Memphis 2000 — 2010
Bachelor, Business Administration; Management Information Systems
John Eyster John Eyster's Morgan Keegan & Co. Experience August 1990 - August 1999
Job Managing Member at Watermark Property Group, LLC
Industry Real Estate
Experience
Watermark Property Group, LLC March 2013 - Present
Durango Partners, Inc. August 1999 - Present
Morgan Keegan & Co. August 1990 - August 1999
Skills
Real Estate, Property Management, Leases, Investment Properties, Real Estate Transactions, Real Estate Development, Residential Homes, Sellers, Investors, Condos, Commercial Real Estate, Buyer Representation, Single Family Homes, Short Sales, Listings, Foreclosures, Disposition, Brokerage, Relocation, Location Intelligence
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance
Sewanee-The University of the South 1983 — 1987
Bachelor of Science (BS), Physics
Watermark Property Group, LLC March 2013 - Present
Durango Partners, Inc. August 1999 - Present
Morgan Keegan & Co. August 1990 - August 1999
Skills
Real Estate, Property Management, Leases, Investment Properties, Real Estate Transactions, Real Estate Development, Residential Homes, Sellers, Investors, Condos, Commercial Real Estate, Buyer Representation, Single Family Homes, Short Sales, Listings, Foreclosures, Disposition, Brokerage, Relocation, Location Intelligence
Education
Vanderbilt University - Owen Graduate School of Management 1987 — 1989
MBA, Finance
Sewanee-The University of the South 1983 — 1987
Bachelor of Science (BS), Physics
Amanda Kay Verner Thompson's Morgan Keegan & Co. Experience July 2009 - April 2012
Job Vice President at Raymond James Healthcare Investment Banking
Industry Investment Banking
Experience
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Morgan Keegan June 2012 - February 2013
Raymond James Morgan Keegan April 2012 - June 2012
Morgan Keegan & Co. July 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Co. July 2008 - June 2009
Shattuck Hammond Partners, a division of Morgan Keegan & Co. May 2007 - June 2008
Shattuck Hammond Partners LLC July 2006 - May 2007
Skills
Valuation, Investment Banking, Capital Markets, Private Equity, Equity Research, M&A experience, Financial Modeling, Bloomberg, Due Diligence, Corporate Development, Venture Capital, Equities, Fixed Income, Leveraged Finance
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Biology, General
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Morgan Keegan June 2012 - February 2013
Raymond James Morgan Keegan April 2012 - June 2012
Morgan Keegan & Co. July 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Co. July 2008 - June 2009
Shattuck Hammond Partners, a division of Morgan Keegan & Co. May 2007 - June 2008
Shattuck Hammond Partners LLC July 2006 - May 2007
Skills
Valuation, Investment Banking, Capital Markets, Private Equity, Equity Research, M&A experience, Financial Modeling, Bloomberg, Due Diligence, Corporate Development, Venture Capital, Equities, Fixed Income, Leveraged Finance
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Biology, General
Sean Ray Sean Ray's Morgan Keegan & Co. Experience February 2009 - May 2012
Job President at Athens Investment Center, LPL
Industry Investment Management
Experience
Athens Investment Center, LPL May 2012 - Present
Morgan Keegan & Co. February 2009 - May 2012
Investment Professionals, Inc. June 2005 - February 2009
Skills
Retirement Planning, Financial Planning
Education
The University of Texas at Dallas 1991 — 1993
Bachelor's degree, Economics and Finance - double major
Stephen F. Austin State University 1988 — 1990
Associate's degree, Economics and Finance
Athens Investment Center, LPL May 2012 - Present
Morgan Keegan & Co. February 2009 - May 2012
Investment Professionals, Inc. June 2005 - February 2009
Skills
Retirement Planning, Financial Planning
Education
The University of Texas at Dallas 1991 — 1993
Bachelor's degree, Economics and Finance - double major
Stephen F. Austin State University 1988 — 1990
Associate's degree, Economics and Finance
Pat McGrew, CFP Pat McGrew, CFP's Morgan Keegan & Co. Experience January 2000 - March 2012
Job Owner PLM Investments LLC
Industry Investment Management
Experience
Morgan Keegan & Co January 2000 - March 2012
Skills
Retirement, Strategic Financial..., Risk Management, Strategic Planning, Business Strategy, Start-ups, Budgets, Entrepreneurship, Marketing, Contract Negotiation, Social Media Marketing, Social Media, New Business Development, Marketing Strategy, Sales
Education
The University of Memphis 1983 — 1988
BBA, Business
Morgan Keegan & Co January 2000 - March 2012
Skills
Retirement, Strategic Financial..., Risk Management, Strategic Planning, Business Strategy, Start-ups, Budgets, Entrepreneurship, Marketing, Contract Negotiation, Social Media Marketing, Social Media, New Business Development, Marketing Strategy, Sales
Education
The University of Memphis 1983 — 1988
BBA, Business
Mort Neblett Mort Neblett's Morgan Keegan & Co. Experience September 1993 - June 2002
Job Managing member at OFP Financial Consultants, LLC
Industry Financial Services
Experience
OFP Financial Consultants, LLC January 2002 - Present
Morgan Keegan & Co. September 1993 - June 2002
Robinson-Humphrey January 1973 - September 1993
Skills
Equities, Mergers, Real Estate, Mergers & Acquisitions, Private Equity, Venture Capital, Investments, Valuation, Management, Start-ups, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Entrepreneurship, Finance, Hedge Funds, Corporate Finance, Investment Banking, Alternative Investments, Securities, Executive Management, Business Valuation, Capital Markets, Wealth Management, Strategic Financial..., Financial Planning
Education
University of North Carolina at Chapel Hill 1959 — 1962
Bachelor of Arts (BA), English and PreLaw
OFP Financial Consultants, LLC January 2002 - Present
Morgan Keegan & Co. September 1993 - June 2002
Robinson-Humphrey January 1973 - September 1993
Skills
Equities, Mergers, Real Estate, Mergers & Acquisitions, Private Equity, Venture Capital, Investments, Valuation, Management, Start-ups, Portfolio Management, Asset Management, Due Diligence, Financial Modeling, Corporate Development, Financial Analysis, Entrepreneurship, Finance, Hedge Funds, Corporate Finance, Investment Banking, Alternative Investments, Securities, Executive Management, Business Valuation, Capital Markets, Wealth Management, Strategic Financial..., Financial Planning
Education
University of North Carolina at Chapel Hill 1959 — 1962
Bachelor of Arts (BA), English and PreLaw
Adam Kirby, CFP®'s Morgan Keegan & Co. Experience February 2005 - October 2011
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Keegan & Co. February 2005 - October 2011
Prudential Financial August 2000 - January 2005
Skills
401k Rollovers, Investments, Financial Services, Retirement Planning, Asset Allocation, Business Owner Planning, Business Succession..., Estate Investment..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Multi-generational..., Retirement Plan..., Stock Analysis, Tax-Efficient Strategies, Wealth Preservation..., Finance, Mutual Funds
Education
University of Central Florida 1995 — 1999
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors, LLC October 2011 - Present
Morgan Keegan & Co. February 2005 - October 2011
Prudential Financial August 2000 - January 2005
Skills
401k Rollovers, Investments, Financial Services, Retirement Planning, Asset Allocation, Business Owner Planning, Business Succession..., Estate Investment..., Financial Advisory, Fixed Income Strategies, Insurance, Investment Planning, Multi-generational..., Retirement Plan..., Stock Analysis, Tax-Efficient Strategies, Wealth Preservation..., Finance, Mutual Funds
Education
University of Central Florida 1995 — 1999
Bachelor of Science (B.S.), Finance
Fawn Smith, CPA Fawn Smith, CPA's Morgan Keegan & Co. Experience May 2011 - September 2011
Job Senior Associate at Hall Albright Garrison & Associates, P.C.
Industry Accounting
Experience
Hall Albright Garrison & Associates, P.C. November 2012 - Present
HORNE LLP September 2011 - November 2012
Morgan Keegan & Co. May 2011 - September 2011
Machen McChesney & Chastain, LLP January 2011 - April 2011
Skills
Accounting, Tax, Financial Reporting, Auditing, Tax Preparation, Financial Accounting, Income Tax, QuickBooks, Internal Controls, Tax Returns, GAAP, General Ledger, Tax Accounting, Account Reconciliation, Accounts Payable, Bookkeeping, Financial Analysis, Fixed Assets, CPA
Education
Auburn University, College of Business 2006 — 2010
Bachelors of Science, Accountancy
Hall Albright Garrison & Associates, P.C. November 2012 - Present
HORNE LLP September 2011 - November 2012
Morgan Keegan & Co. May 2011 - September 2011
Machen McChesney & Chastain, LLP January 2011 - April 2011
Skills
Accounting, Tax, Financial Reporting, Auditing, Tax Preparation, Financial Accounting, Income Tax, QuickBooks, Internal Controls, Tax Returns, GAAP, General Ledger, Tax Accounting, Account Reconciliation, Accounts Payable, Bookkeeping, Financial Analysis, Fixed Assets, CPA
Education
Auburn University, College of Business 2006 — 2010
Bachelors of Science, Accountancy
Matt Lasko Matt Lasko's Morgan Keegan & Co. Experience October 2001 - August 2006
Job Senior Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Services Inc. August 2006 - Present
Morgan Keegan & Co October 2001 - August 2006
Northern Trust July 1999 - October 2001
Education
Tufts University 1995 — 1999
Economics
UBS Financial Services Inc. August 2006 - Present
Morgan Keegan & Co October 2001 - August 2006
Northern Trust July 1999 - October 2001
Education
Tufts University 1995 — 1999
Economics
William Ryan William Ryan's Morgan Keegan & Co. Experience May 1997 - December 2001
Job Partner at Gerber/Taylor Management
Industry Investment Management
Experience
Gerber/Taylor Management February 2002 - Present
Morgan Keegan & Co. May 1997 - December 2001
International Paper June 1996 - May 1997
US Navy - SEAL Team Five May 1990 - September 1994
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance & Operations
University of Michigan 1986 — 1990
BA, Economics
Gerber/Taylor Management February 2002 - Present
Morgan Keegan & Co. May 1997 - December 2001
International Paper June 1996 - May 1997
US Navy - SEAL Team Five May 1990 - September 1994
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance & Operations
University of Michigan 1986 — 1990
BA, Economics
Michael Lindsey Michael Lindsey's Morgan Keegan & Co. Experience November 2005 - October 2010
Job Director of Public Affairs & Government Relations at Walmart
Industry Government Relations
Experience
Walmart August 2014 - Present
Walmart October 2013 - Present
Rogers Lowell Area Chamber of Commerce October 2010 - October 2013
Morgan Keegan & Co. November 2005 - October 2010
Ozark International Consultants January 1998 - November 2005
May-Field Technologies January 1995 - December 1997
Skills
Non-profits, Board Development, Event Planning, Fundraising, Marketing Communications, Public Policy, Leadership Development, Policy, Public Speaking, Team Building, Strategic Planning, Event Management, Program Management, Press Releases, Editing, Nonprofits, Negotiation, Community Outreach, Business Strategy, Strategy, Community Development, Training, Legislative Relations, Contract Negotiation, Grants, Strategic Communications, Project Planning, Administration, Program Development, Organizational..., Grassroots Organizing, Team Leadership, Analysis, Recruiting, Data Analysis, Proposal Writing, Grassroots
Education
University of Arkansas 2003 — 2004
Masters, History
University of Arkansas 1990 — 1994
BS, Chemical Engineering
Walmart August 2014 - Present
Walmart October 2013 - Present
Rogers Lowell Area Chamber of Commerce October 2010 - October 2013
Morgan Keegan & Co. November 2005 - October 2010
Ozark International Consultants January 1998 - November 2005
May-Field Technologies January 1995 - December 1997
Skills
Non-profits, Board Development, Event Planning, Fundraising, Marketing Communications, Public Policy, Leadership Development, Policy, Public Speaking, Team Building, Strategic Planning, Event Management, Program Management, Press Releases, Editing, Nonprofits, Negotiation, Community Outreach, Business Strategy, Strategy, Community Development, Training, Legislative Relations, Contract Negotiation, Grants, Strategic Communications, Project Planning, Administration, Program Development, Organizational..., Grassroots Organizing, Team Leadership, Analysis, Recruiting, Data Analysis, Proposal Writing, Grassroots
Education
University of Arkansas 2003 — 2004
Masters, History
University of Arkansas 1990 — 1994
BS, Chemical Engineering
Todd Bridges Todd Bridges's Morgan Keegan & Co. Experience May 1999 - July 2001
Job Agent at New York Life Insurance Company and Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
New York Life Insurance Company January 2014 - Present
Find My Animal.com June 2010 - December 2013
Find My Animal.com May 2010 - December 2013
Holcombe Heights Apartments May 2007 - December 2013
Morgan Keegan & Co. May 1999 - July 2001
Stephens Inc. May 1988 - May 1999
Skills
Small Business, Sales, Selling, 401k Rollovers, Annuity Sales, Fixed Annuities, Business Insurance..., Buy-sell Agreements, Estate Planning, Life Insurance, Term Life Insurance, Whole Life, Investments, Guaranteed Lifetime..., Personal Finance, Risk Management, Retirement Planning, Wealth Preservation..., Financial Services, Whole Life Insurance, Life Insurance..., Asset Protection, Licensed Life Insurance..., Finance
Education
University of Arkansas at Little Rock 1986 — 1990
Bachelor of Business Administration (BBA), Business
New York Life Insurance Company January 2014 - Present
Find My Animal.com June 2010 - December 2013
Find My Animal.com May 2010 - December 2013
Holcombe Heights Apartments May 2007 - December 2013
Morgan Keegan & Co. May 1999 - July 2001
Stephens Inc. May 1988 - May 1999
Skills
Small Business, Sales, Selling, 401k Rollovers, Annuity Sales, Fixed Annuities, Business Insurance..., Buy-sell Agreements, Estate Planning, Life Insurance, Term Life Insurance, Whole Life, Investments, Guaranteed Lifetime..., Personal Finance, Risk Management, Retirement Planning, Wealth Preservation..., Financial Services, Whole Life Insurance, Life Insurance..., Asset Protection, Licensed Life Insurance..., Finance
Education
University of Arkansas at Little Rock 1986 — 1990
Bachelor of Business Administration (BBA), Business
Jackie Boggs Jackie Boggs's Morgan Keegan & Co. Experience August 2008 - June 2010
Job Content Manager at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2013 - Present
T. Rowe Price June 2010 - July 2013
Morgan Keegan & Co. August 2008 - June 2010
Morgan Keegan & Co. June 2007 - August 2008
Skills
Series 7, Series 63, Process Improvement, Mutual Funds, Asset Allocation, Financial Services, Financial Markets, Relationship Management, RFP, Due Diligence, FINRA, Securities, Bonds
Education
The University of Memphis 2006 — 2007
Master of Business Administration (MBA)
Mississippi College 2001 — 2005
Bachelor of Science (B.S.), Psychology
T. Rowe Price August 2013 - Present
T. Rowe Price June 2010 - July 2013
Morgan Keegan & Co. August 2008 - June 2010
Morgan Keegan & Co. June 2007 - August 2008
Skills
Series 7, Series 63, Process Improvement, Mutual Funds, Asset Allocation, Financial Services, Financial Markets, Relationship Management, RFP, Due Diligence, FINRA, Securities, Bonds
Education
The University of Memphis 2006 — 2007
Master of Business Administration (MBA)
Mississippi College 2001 — 2005
Bachelor of Science (B.S.), Psychology
Amber Alden Amber Alden's Morgan Keegan & Co. Experience 1985 - 1998
Job Registered Sales Assistant
Industry Financial Services
Experience
Trustmark Financial Services December 2014 - Present
First Tennessee Brokerage February 2006 - May 2009
Morgan Keegan & Co 1985 - 1998
Skills
Series 7, Series 63, Annuity Sales, FINRA, Mutual Funds, Securities, Fixed Annuities, Morningstar, Life & Health Insurance..., Retirement Planning, Wealth Management, ETFs, Asset Allocation, IRAs, Investments, Retirement, Equities, Fixed Income, 401k, Finance, Financial Services, Portfolio Management, Investment Advisory, Financial Planning, Asset Management, Long Term Care Insurance, Bonds, High Net Worth..., Investment Management, Investment Strategies, Stocks, Wealth Management..., Series 65, Series 6, Options, Variable Annuities, Alternative Investments, Financial Advisory, Roth IRA, Financial Planners, Series 24, Uniform Combined State..., Separately Managed..., 401k Rollovers
Education
Christian Brothers University 1984 — 1996
Bachelor of Applied Science (BASc), economics/finance
Trustmark Financial Services December 2014 - Present
First Tennessee Brokerage February 2006 - May 2009
Morgan Keegan & Co 1985 - 1998
Skills
Series 7, Series 63, Annuity Sales, FINRA, Mutual Funds, Securities, Fixed Annuities, Morningstar, Life & Health Insurance..., Retirement Planning, Wealth Management, ETFs, Asset Allocation, IRAs, Investments, Retirement, Equities, Fixed Income, 401k, Finance, Financial Services, Portfolio Management, Investment Advisory, Financial Planning, Asset Management, Long Term Care Insurance, Bonds, High Net Worth..., Investment Management, Investment Strategies, Stocks, Wealth Management..., Series 65, Series 6, Options, Variable Annuities, Alternative Investments, Financial Advisory, Roth IRA, Financial Planners, Series 24, Uniform Combined State..., Separately Managed..., 401k Rollovers
Education
Christian Brothers University 1984 — 1996
Bachelor of Applied Science (BASc), economics/finance
J. Jarrell Prince J. Jarrell Prince's Morgan Keegan & Co. Experience December 1997 - May 2008
Job Managing Partner, CPB Group of Raymond James
Industry Financial Services
Experience
Raymond James May 2008 - Present
Morgan Keegan & Co. December 1997 - May 2008
First Dallas Securities Inc. December 1989 - December 1997
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
University of Pennsylvania - The Wharton School
Securities Industry Institute
Raymond James May 2008 - Present
Morgan Keegan & Co. December 1997 - May 2008
First Dallas Securities Inc. December 1989 - December 1997
Education
Texas A&M University
Bachelor of Science (B.S.), Economics
University of Pennsylvania - The Wharton School
Securities Industry Institute
Rick Ruffin, JD, CPA Rick Ruffin, JD, CPA's Morgan Keegan & Co. Experience May 1998 - July 2004
Job Real Estate Broker at Allen Tate Company
Industry Real Estate
Experience
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Allen Tate Company Residential Real EstateManaging DirectorWunderlich SecuritiesAugust 2014 - April 2015
Cantor Fitzgerald May 2012 - August 2014
Raymond James Financial Inc. October 2009 - May 2012
SunTrust Robinson Humphrey July 2007 - October 2009
Morgan Stanley June 2005 - February 2007
Merrill Lynch July 2004 - May 2005
Morgan Keegan & Co. May 1998 - July 2004
Skills
Financial Accounting, Financial Statement..., Risk Mitigation, Regulatory Compliance, Sales Management, Staff Development, Public Relations, Public Speaking, Sales Team Support, Market & Industry..., Staff Recruitment, Account Management, Sales Team Training, Investment Management, Investment Portfolio..., Investment Contracts, Portfolio Analytics &..., Broker Relationship..., Investment Policy..., Investment Research..., Risk Assessment &..., Investment Advisory..., Equities, Capital Markets, Fixed Income Investments, Institutional Fixed..., Institutional Fixed..., Financial Seminars, Portfolio Management, Investments, Institutional..., Mediation, Risk Management, Fixed Income
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 1981 — 1985
Doctor of Law (J.D.), Law
Arkansas State University 1973 — 1977
Bachelor of Science (B.S.), Accounting, Student of Special Distinction
Andres Mendieta Andres Mendieta's Morgan Keegan & Co. Experience August 2011 - December 2011
Job Associate Credit Management Training Program at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Culverhouse Investment Management Group January 2011 - May 2013
Protective Life May 2012 - August 2012
Morgan Keegan & Co August 2011 - December 2011
Wealth Management Associates June 2011 - August 2011
Skills
Microsoft Excel, Investments, Mathematics, Asset Allocation, PowerPoint, Analysis, VBA, Financial Risk, Bloomberg Terminal, Mutual Funds, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Economics, Asset Management, Microsoft Office, Public Speaking, Microsoft Word, Credit
Education
University of Alabama 2009 — 2013
BS, Finance, Economics
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Culverhouse Investment Management Group January 2011 - May 2013
Protective Life May 2012 - August 2012
Morgan Keegan & Co August 2011 - December 2011
Wealth Management Associates June 2011 - August 2011
Skills
Microsoft Excel, Investments, Mathematics, Asset Allocation, PowerPoint, Analysis, VBA, Financial Risk, Bloomberg Terminal, Mutual Funds, Portfolio Management, Finance, Financial Analysis, Financial Modeling, Economics, Asset Management, Microsoft Office, Public Speaking, Microsoft Word, Credit
Education
University of Alabama 2009 — 2013
BS, Finance, Economics
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Howard Sparkman, AIF Howard Sparkman, AIF's Morgan Keegan & Co. Experience November 1994 - December 2011
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Wealth Management December 2011 - Present
Morgan Keegan & Co. November 1994 - December 2011
Kidder Peabody & Co November 1983 - November 1994
Skills
Due Diligence, Valuation, Energy, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Financial Modeling, Hedge Funds, Finance, Real Estate, AIF Designated, Wood Badge Trained,..., Upstream
Education
The University of Texas at Austin 1980 — 1983
Bachelor of Science (B.S.), Economics
New Mexico Military Institute 1977 — 1980
High School, Discipline
Highland Park High School 1976 — 1977
High School, Mischief
Wunderlich Wealth Management December 2011 - Present
Morgan Keegan & Co. November 1994 - December 2011
Kidder Peabody & Co November 1983 - November 1994
Skills
Due Diligence, Valuation, Energy, Asset Management, Asset Allocation, Portfolio Management, Investment Strategies, Financial Modeling, Hedge Funds, Finance, Real Estate, AIF Designated, Wood Badge Trained,..., Upstream
Education
The University of Texas at Austin 1980 — 1983
Bachelor of Science (B.S.), Economics
New Mexico Military Institute 1977 — 1980
High School, Discipline
Highland Park High School 1976 — 1977
High School, Mischief
K.T. Taratus K.T. Taratus's Morgan Keegan & Co. Experience May 2011 - July 2011
Job Analyst at Virgo Investment Group, LLC
Industry Financial Services
Experience
Virgo Investment Group, LLC January 2015 - Present
Raymond James Financial Inc. July 2012 - December 2014
Morgan Keegan & Co. May 2011 - July 2011
Castle Pines Capital June 2010 - August 2010
Camp Sea Gull and Camp Seafarer May 2009 - August 2009
Skills
Investment Banking, Investments, Financial Modeling, Financial Analysis
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance
The Westminster Schools
Virgo Investment Group, LLC January 2015 - Present
Raymond James Financial Inc. July 2012 - December 2014
Morgan Keegan & Co. May 2011 - July 2011
Castle Pines Capital June 2010 - August 2010
Camp Sea Gull and Camp Seafarer May 2009 - August 2009
Skills
Investment Banking, Investments, Financial Modeling, Financial Analysis
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance
The Westminster Schools
Tyler Augusty's Morgan Keegan & Co. Experience July 2008 - September 2011
Job Director of Council & Enhanced Tennessee Fund at Council Capital
Industry Financial Services
Experience
Council Capital September 2014 - Present
Harbert Management Corporation September 2011 - September 2014
Morgan Keegan & Co. July 2008 - September 2011
Skills
Financial Modeling, Investment Banking, Private Equity, Debt & Equity Financing, SBA, Financial Analysis
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Real Estate
Council Capital September 2014 - Present
Harbert Management Corporation September 2011 - September 2014
Morgan Keegan & Co. July 2008 - September 2011
Skills
Financial Modeling, Investment Banking, Private Equity, Debt & Equity Financing, SBA, Financial Analysis
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Real Estate
Amber Jenne''s Morgan Keegan & Co. Experience April 1996 - May 1998
Job Business Development Manager at Clover Technologies Group
Industry Health, Wellness and Fitness
Experience
Clover Technologies Group June 2014 - Present
National Academy of Sports Medicine (NASM) August 2012 - Present
L.i.V.E. by A.Jenné June 2012 - Present
The Clubs of Mississippi August 2013 - June 2014
Cartridge World - AMT 2006 - June 2013
Morgan Keegan & Co. April 1996 - May 1998
Skills
New Business Development, Strategic Planning, Team Building, Marketing Strategy, Social Media, Sales Management, Customer Service, Account Management, Product Development, Team Leadership, B2B, Business Development
Education
University of Mississippi 2002 — 2005
Bachelor of Arts (B.A.), Music (Piano)
Northwest Mississippi Community College 2000 — 2002
Associate of Arts (AA), Music
Clover Technologies Group June 2014 - Present
National Academy of Sports Medicine (NASM) August 2012 - Present
L.i.V.E. by A.Jenné June 2012 - Present
The Clubs of Mississippi August 2013 - June 2014
Cartridge World - AMT 2006 - June 2013
Morgan Keegan & Co. April 1996 - May 1998
Skills
New Business Development, Strategic Planning, Team Building, Marketing Strategy, Social Media, Sales Management, Customer Service, Account Management, Product Development, Team Leadership, B2B, Business Development
Education
University of Mississippi 2002 — 2005
Bachelor of Arts (B.A.), Music (Piano)
Northwest Mississippi Community College 2000 — 2002
Associate of Arts (AA), Music
Brian Gaffey Brian Gaffey's Morgan Keegan & Co. Experience 2008 - 2011
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2014 - Present
North Bridge Growth Equity and Venture Partners 2011 - 2013
Morgan Keegan & Co. 2008 - 2011
Skills
Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Business Development, Valuation, Corporate Finance, Financial Modeling, Information Technology, Financial Analysis, Investment Banking, Due Diligence, IPO, LBO
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
BS
Bain & Company June 2014 - Present
North Bridge Growth Equity and Venture Partners 2011 - 2013
Morgan Keegan & Co. 2008 - 2011
Skills
Private Equity, Venture Capital, Corporate Development, Mergers & Acquisitions, Business Development, Valuation, Corporate Finance, Financial Modeling, Information Technology, Financial Analysis, Investment Banking, Due Diligence, IPO, LBO
Education
The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2004 — 2008
BS
Erling Riis, III Erling Riis, III's Morgan Keegan & Co. Experience May 1986 - September 1987
Job Vice President at Lyon Fry Cadden Insurance Agency, Inc.
Industry Insurance
Experience
Lyon Fry Cadden Insurance Agency, Inc. February 1990 - Present
Joe Bullard Automotive October 1987 - February 1990
Morgan Keegan & Co. May 1986 - September 1987
Skills
Property & Casualty..., Insurance, Underwriting, Team Building, Liability, Retirement, Workers Compensation, Commercial Insurance, Marketing, Strategic Planning, Coaching, Negotiation, Retirement Planning, Small Business, Brokers, Mergers & Acquisitions, Estate Planning
Education
Sewanee-The University of the South 1977 — 1981
Bachelor of Arts (BA), English Language and Literature/Letters
Samford University, Cumberland School of Law 1982 — 1983
Lyon Fry Cadden Insurance Agency, Inc. February 1990 - Present
Joe Bullard Automotive October 1987 - February 1990
Morgan Keegan & Co. May 1986 - September 1987
Skills
Property & Casualty..., Insurance, Underwriting, Team Building, Liability, Retirement, Workers Compensation, Commercial Insurance, Marketing, Strategic Planning, Coaching, Negotiation, Retirement Planning, Small Business, Brokers, Mergers & Acquisitions, Estate Planning
Education
Sewanee-The University of the South 1977 — 1981
Bachelor of Arts (BA), English Language and Literature/Letters
Samford University, Cumberland School of Law 1982 — 1983
Asad Dilawari Asad Dilawari's Morgan Keegan & Co. Experience May 2011 - August 2011
Job Associate at OMERS Private Equity
Industry Financial Services
Experience
Omers Private Equity July 2015 - Present
Credit Suisse February 2014 - June 2015
CIT Group June 2012 - February 2014
Morgan Keegan & Co. May 2011 - August 2011
Skills
Alternative Investments, Valuation, Financial Analysis, Financial Modeling, Investment Banking, Capital Markets
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Omers Private Equity July 2015 - Present
Credit Suisse February 2014 - June 2015
CIT Group June 2012 - February 2014
Morgan Keegan & Co. May 2011 - August 2011
Skills
Alternative Investments, Valuation, Financial Analysis, Financial Modeling, Investment Banking, Capital Markets
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Elizabeth Crouch's Morgan Keegan & Co. Experience 2007 - 2009
Job Vice President, Business Development at Guidepoint Global
Industry Financial Services
Experience
Guidepoint Global January 2014 - Present
BCA Research 2010 - 2013
Egan-Jones Ratings and Analytics 2009 - 2010
Morgan Keegan & Co 2007 - 2009
The Winter Group February 2006 - September 2007
Skills
Investments, Business Development, Asset Management, Portfolio Management, Equities, Investment Strategies, Asset Allocation, Sales, Fixed Income, Financial Markets, Capital Markets, Hedge Funds, Wealth Management, Trading
Education
Indiana University Bloomington
BA, Psychology
Guidepoint Global January 2014 - Present
BCA Research 2010 - 2013
Egan-Jones Ratings and Analytics 2009 - 2010
Morgan Keegan & Co 2007 - 2009
The Winter Group February 2006 - September 2007
Skills
Investments, Business Development, Asset Management, Portfolio Management, Equities, Investment Strategies, Asset Allocation, Sales, Fixed Income, Financial Markets, Capital Markets, Hedge Funds, Wealth Management, Trading
Education
Indiana University Bloomington
BA, Psychology
Virginia Gilmore Virginia Gilmore's Morgan Keegan & Co. Experience May 2011 - August 2011
Job Audit Staff at Ernst & Young
Industry Accounting
Experience
EY June 2014 - Present
Ernst & Young January 2013 - March 2013
Morgan Keegan & Co May 2011 - August 2011
Skills
Analysis, Financial Analysis, Auditing, Microsoft Excel, Bloomberg Terminal, Microsoft Word, Microsoft Office, PowerPoint, Data Analysis, Teamwork, Public Speaking, Leadership, Strategic Planning, Social Media, Windows
Education
University of Mississippi 2013 — 2014
Master of Accountancy, Accounting
University of Mississippi 2009 — 2013
Bachelor, Accountancy
Woodward Academy 2001 — 2009
High School Diploma
EY June 2014 - Present
Ernst & Young January 2013 - March 2013
Morgan Keegan & Co May 2011 - August 2011
Skills
Analysis, Financial Analysis, Auditing, Microsoft Excel, Bloomberg Terminal, Microsoft Word, Microsoft Office, PowerPoint, Data Analysis, Teamwork, Public Speaking, Leadership, Strategic Planning, Social Media, Windows
Education
University of Mississippi 2013 — 2014
Master of Accountancy, Accounting
University of Mississippi 2009 — 2013
Bachelor, Accountancy
Woodward Academy 2001 — 2009
High School Diploma
Peter W. Tuz, CFA Peter W. Tuz, CFA's Morgan Keegan & Co. Experience January 1991 - June 1997
Job President, Chase Inv. Counsel
Industry Investment Management
Experience
Chase Inv. Counsel 1997 - Present
Morgan Keegan & Co. January 1991 - June 1997
Howard Weil March 1985 - December 1990
Skills
Asset Management, Investments, Portfolio Management, Alternative Investments, Valuation, Financial Modeling, Equities, Private Equity, Due Diligence, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 1982 — 1984
MBA, Finance
University of Missouri-Columbia 1977 — 1979
Master of Arts, Journalism
Ripon College 1972 — 1976
B.A., English
Chase Inv. Counsel 1997 - Present
Morgan Keegan & Co. January 1991 - June 1997
Howard Weil March 1985 - December 1990
Skills
Asset Management, Investments, Portfolio Management, Alternative Investments, Valuation, Financial Modeling, Equities, Private Equity, Due Diligence, Hedge Funds
Education
Tulane University - A.B. Freeman School of Business 1982 — 1984
MBA, Finance
University of Missouri-Columbia 1977 — 1979
Master of Arts, Journalism
Ripon College 1972 — 1976
B.A., English
Ann McAdams Ann McAdams's Morgan Keegan & Co. Experience 1991 - July 1999
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO July 2001 - Present
Dreyfus Corportion July 1999 - July 2001
Morgan Keegan & Co. 1991 - July 1999
Wachovia June 1989 - October 1991
Skills
ETFs, Mutual Funds, Separately Managed..., Wealth Management
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA Economics, Economics
PIMCO July 2001 - Present
Dreyfus Corportion July 1999 - July 2001
Morgan Keegan & Co. 1991 - July 1999
Wachovia June 1989 - October 1991
Skills
ETFs, Mutual Funds, Separately Managed..., Wealth Management
Education
University of North Carolina at Chapel Hill 1984 — 1988
BA Economics, Economics
Sanjay Arora, CFA's Morgan Keegan & Co. Experience October 2001 - January 2012
Job Managing Director: Fixed Income Capital Markets.
Industry Capital Markets
Experience
Raymond James Financial Inc. February 2012 - Present
Morgan Keegan & Co October 2001 - January 2012
Privately Owned Investment Company in Bahrain March 1995 - September 2001
Landmark Group September 1994 - February 1995
Price Waterhouse Coopers November 1991 - August 1994
Sharp & Tannan Associates August 1988 - August 1991
Education
CFA 1999 — 2001
CFA Charterholder
The Institute of Chartered Accountants of India 1988 — 1991
ACA
Institute of Cost and Work Accountants of India 1988 — 1991
GICWA
The Institute of Chartered Accountants of India 1989 — 1990
Software Diploma
Raymond James Financial Inc. February 2012 - Present
Morgan Keegan & Co October 2001 - January 2012
Privately Owned Investment Company in Bahrain March 1995 - September 2001
Landmark Group September 1994 - February 1995
Price Waterhouse Coopers November 1991 - August 1994
Sharp & Tannan Associates August 1988 - August 1991
Education
CFA 1999 — 2001
CFA Charterholder
The Institute of Chartered Accountants of India 1988 — 1991
ACA
Institute of Cost and Work Accountants of India 1988 — 1991
GICWA
The Institute of Chartered Accountants of India 1989 — 1990
Software Diploma
Craig Demoss's Morgan Keegan & Co. Experience August 2002 - December 2008
Job Fixed Income Trader at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc April 2008 - April 2012
Morgan Keegan & Co. August 2002 - December 2008
Schering-Plough June 2001 - October 2001
Schering-Plough 2001 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Banking, Credit, Investment Banking, Risk Management, Capital Markets, Strategic Financial..., Financial Services, Mergers
Education
Christian Brothers University 1999 — 2001
Finance - Management Information Systems, Finance
Indian School Muscat 1988 — 1999
High School, Commerce
Raymond James Financial, Inc. April 2012 - Present
Morgan Keegan & Co Inc April 2008 - April 2012
Morgan Keegan & Co. August 2002 - December 2008
Schering-Plough June 2001 - October 2001
Schering-Plough 2001 - 2001
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Banking, Credit, Investment Banking, Risk Management, Capital Markets, Strategic Financial..., Financial Services, Mergers
Education
Christian Brothers University 1999 — 2001
Finance - Management Information Systems, Finance
Indian School Muscat 1988 — 1999
High School, Commerce
Diane Drinnon's Morgan Keegan & Co. Experience 1985 - 1988
Job Director at Citibank
Industry Banking
Experience
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Citibank, N.A. November 2013 - Present
JPMorgan Chase September 2010 - November 2013
HSBC Bank USA June 2006 - September 2010
JPMorgan Chase 1990 - 2006
Morgan Keegan & Co. 1985 - 1988
Bank of America 1983 - 1985
Skills
Cash Management, Liquidity Management, Treasury, Investments, Liquidity, Securities, Money Market, Strategy, Business Planning, Product Management, Mutual Funds, Banking, Treasury Services, Treasury Management, Commercial Banking, Project Management
Education
Columbia University - Columbia Business School
MBA
University of Virginia
BS, McIntire School of Commerce
Charles Shook's Morgan Keegan & Co. Experience 2001 - 2003
Job Partner Trestle Capital Partners LLC
Industry Financial Services
Experience
Trestle Capital Partners LLC 2003 - Present
Morgan Keegan & Co. 2001 - 2003
Harbert Management Corporation 1997 - 2000
Morgan Keegan & Co. 1994 - 1997
FMI 1988 - 1992
Skills
Management Consulting, Portfolio Management, Business Development, Business Planning, Contract Negotiation, Mergers, Finance, Strategic Planning, Strategy, Mergers & Acquisitions, Investment Banking, Marketing Strategy, Business Strategy, Private Equity, Equities, Corporate Finance, Investments
Education
Darden Graduate School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor of Arts (B.A.), Economics
Trestle Capital Partners LLC 2003 - Present
Morgan Keegan & Co. 2001 - 2003
Harbert Management Corporation 1997 - 2000
Morgan Keegan & Co. 1994 - 1997
FMI 1988 - 1992
Skills
Management Consulting, Portfolio Management, Business Development, Business Planning, Contract Negotiation, Mergers, Finance, Strategic Planning, Strategy, Mergers & Acquisitions, Investment Banking, Marketing Strategy, Business Strategy, Private Equity, Equities, Corporate Finance, Investments
Education
Darden Graduate School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor of Arts (B.A.), Economics
John Gilmartin's Morgan Keegan & Co. Experience April 1992 - October 1998
Job at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates October 2010 - Present
R&H Securities (aquired by VDM Institutional Aug. '07) April 2004 - October 2009
Lehman Brothers September 2000 - April 2004
Donaldson, Lufkin & Jenrette October 1998 - September 2000
Morgan Keegan & Co. April 1992 - October 1998
Skills
Series 7, Series 63, Series 24, Series 55
Education
Marist College 1984 — 1988
bs, finance
Raymond James and Associates October 2010 - Present
R&H Securities (aquired by VDM Institutional Aug. '07) April 2004 - October 2009
Lehman Brothers September 2000 - April 2004
Donaldson, Lufkin & Jenrette October 1998 - September 2000
Morgan Keegan & Co. April 1992 - October 1998
Skills
Series 7, Series 63, Series 24, Series 55
Education
Marist College 1984 — 1988
bs, finance
Blake Sanders's Morgan Keegan & Co. Experience June 2004 - August 2004
Job Director of Acquisitions & Sr. Asset Manager at Sylvan Road Capital
Industry Real Estate
Experience
Sylvan Road Capital August 2013 - Present
Starwood Waypoint Residential Trust April 2013 - August 2013
24 Asset Management January 2010 - February 2013
Chrisley Asset Management March 2006 - July 2008
Countrywide Home Loans - Full Spectrum September 2005 - March 2006
Ameriprise Financial Services, Inc. January 2005 - May 2005
Morgan Keegan & Co. June 2004 - August 2004
Skills
Contract Negotiations, REO, Real Estate, Foreclosures, Loss Mitigation, Selling, Asset, Property Management, Valuation, Dispositions, Asset Management, Negotiation, Portfolio Management, BPO, Market Analysis, Contract Negotiation, Vendor Relations, Financial Analysis, Excel, Asset Disposition, Asset Managment, Investment Properties, Disposition, Microsoft Excel, Investors, Real Estate Transactions, Short Sales, Default, Mortgage Lending, Loans, Commercial Real Estate, Marketing, Real Estate Financing, Loan Servicing, Investments, Single Family Homes, Real Estate Economics, Brokerage, Mortgage Banking, FHA, HUD, Leases, Sales, Residential Homes, Underwriting, Appraisals, Real Estate Development, Finance, Real Property, Apartments
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
BBA, Finance & Real Estate
Sylvan Road Capital August 2013 - Present
Starwood Waypoint Residential Trust April 2013 - August 2013
24 Asset Management January 2010 - February 2013
Chrisley Asset Management March 2006 - July 2008
Countrywide Home Loans - Full Spectrum September 2005 - March 2006
Ameriprise Financial Services, Inc. January 2005 - May 2005
Morgan Keegan & Co. June 2004 - August 2004
Skills
Contract Negotiations, REO, Real Estate, Foreclosures, Loss Mitigation, Selling, Asset, Property Management, Valuation, Dispositions, Asset Management, Negotiation, Portfolio Management, BPO, Market Analysis, Contract Negotiation, Vendor Relations, Financial Analysis, Excel, Asset Disposition, Asset Managment, Investment Properties, Disposition, Microsoft Excel, Investors, Real Estate Transactions, Short Sales, Default, Mortgage Lending, Loans, Commercial Real Estate, Marketing, Real Estate Financing, Loan Servicing, Investments, Single Family Homes, Real Estate Economics, Brokerage, Mortgage Banking, FHA, HUD, Leases, Sales, Residential Homes, Underwriting, Appraisals, Real Estate Development, Finance, Real Property, Apartments
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
BBA, Finance & Real Estate
Karen Brick Werthan's Morgan Keegan & Co. Experience March 2000 - May 2008
Job Sales and Marketing at StyleBlueprint
Industry Financial Services
Experience
StyleBlueprint January 2012 - Present
Morgan Keegan & Co. March 2000 - May 2008
Suntrust Equitable Securities October 1997 - November 2000
Skills
New Business Development, Marketing Strategy, Sales Management, Account Management, Sales, Strategy, Business Development, Strategic Planning, Business Planning, Business Strategy, Marketing, Online Marketing, Social Media Marketing, Team Building, Marketing Communications, Social Media, Customer Service, Sales Operations, Event Planning, Management, B2B, Entrepreneurship, Retail, Email Marketing, Competitive Analysis, Market Analysis
Education
Syracuse University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Brentwood Academy 1987 — 1989
StyleBlueprint January 2012 - Present
Morgan Keegan & Co. March 2000 - May 2008
Suntrust Equitable Securities October 1997 - November 2000
Skills
New Business Development, Marketing Strategy, Sales Management, Account Management, Sales, Strategy, Business Development, Strategic Planning, Business Planning, Business Strategy, Marketing, Online Marketing, Social Media Marketing, Team Building, Marketing Communications, Social Media, Customer Service, Sales Operations, Event Planning, Management, B2B, Entrepreneurship, Retail, Email Marketing, Competitive Analysis, Market Analysis
Education
Syracuse University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Brentwood Academy 1987 — 1989
Chris Godsey's Morgan Keegan & Co. Experience December 2003 - September 2010
Job Messaging Compliance Engineer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
ZL Technologies January 2012 - April 2014
Wells Fargo September 2010 - January 2012
Morgan Keegan & Co. December 2003 - September 2010
Dotlogix, Inc January 2000 - October 2001
Skills
Disaster Recovery, Active Directory, Microsoft Exchange, Group Policy, Network Security, Servers, ITIL, VMware, VPN, Windows Server, IT Management, Cloud Computing, Data Center, Storage Area Networks, Blackberry Enterprise..., Security, Information Security, Virtualization, VMware ESX, Networking, SharePoint, System Administration, DNS, Business Continuity, Windows 7, Hyper-V, Firewalls, TCP/IP, DHCP, IIS, Network Engineering
Education
Christian Brothers University 1994 — 2000
Information Technology Management
Wells Fargo April 2014 - Present
ZL Technologies January 2012 - April 2014
Wells Fargo September 2010 - January 2012
Morgan Keegan & Co. December 2003 - September 2010
Dotlogix, Inc January 2000 - October 2001
Skills
Disaster Recovery, Active Directory, Microsoft Exchange, Group Policy, Network Security, Servers, ITIL, VMware, VPN, Windows Server, IT Management, Cloud Computing, Data Center, Storage Area Networks, Blackberry Enterprise..., Security, Information Security, Virtualization, VMware ESX, Networking, SharePoint, System Administration, DNS, Business Continuity, Windows 7, Hyper-V, Firewalls, TCP/IP, DHCP, IIS, Network Engineering
Education
Christian Brothers University 1994 — 2000
Information Technology Management
Jeff Parkinson's Morgan Keegan & Co. Experience December 1986 - December 1987
Job Global Equity Sales Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. March 2015 - Present
SunTrust Robinson Humphrey May 2003 - October 2014
UBS / PaineWebber (pre-merger) August 1994 - August 2002
NationsBank 1992 - August 1994
Morgan Keegan & Co. December 1986 - December 1987
Merrill Lynch August 1984 - October 1986
Skills
Capital Markets, Equities, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Series 7, Trading, Investments, Securities, Asset Management, Finance, Financial Modeling, Valuation
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Tulane University 1980 — 1984
Bachelor of Science in Management (BSM), Finance
Canaccord Genuity Inc. March 2015 - Present
SunTrust Robinson Humphrey May 2003 - October 2014
UBS / PaineWebber (pre-merger) August 1994 - August 2002
NationsBank 1992 - August 1994
Morgan Keegan & Co. December 1986 - December 1987
Merrill Lynch August 1984 - October 1986
Skills
Capital Markets, Equities, Hedge Funds, Bloomberg, Alternative Investments, Equity Research, Series 7, Trading, Investments, Securities, Asset Management, Finance, Financial Modeling, Valuation
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Tulane University 1980 — 1984
Bachelor of Science in Management (BSM), Finance
Tooker Timothy's Morgan Keegan & Co. Experience February 1987 - January 2012
Job Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. January 2012 - Present
Morgan Keegan & Co. February 1987 - January 2012
Skills
Loans, Banking, Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Leadership, Consumer Lending, Process Improvement, Mergers & Acquisitions
Education
Christian Brothers University 1984 — 1987
BS, Management
Christian Brothers University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Raymond James Financial Inc. January 2012 - Present
Morgan Keegan & Co. February 1987 - January 2012
Skills
Loans, Banking, Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Leadership, Consumer Lending, Process Improvement, Mergers & Acquisitions
Education
Christian Brothers University 1984 — 1987
BS, Management
Christian Brothers University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Javier Tellez's Morgan Keegan & Co. Experience December 2009 - October 2010
Job Vice President/LATAM Markets at 7A Capital, LLC
Industry Investment Management
Experience
7A Capital, LLC September 2012 - Present
Capital Guardian LLC October 2010 - September 2012
Morgan Keegan & Co. December 2009 - October 2010
Wells Fargo Advisors August 2008 - December 2009
Merrill Lynch August 2006 - August 2008
ADP April 2005 - August 2006
T. Rowe Price September 2002 - March 2005
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Asset Management, Securities, Banking, Alternative Investments, Equities, Credit, Financial Advisory, Series 65, Uniform Combined State..., Financial Services, Investment Management, 401k, Private Banking, Wealth, IRAs, Wealth Management..., Bonds
Education
University of Florida 1997 — 2002
Bachelor of Science (BS), Finance, General
7A Capital, LLC September 2012 - Present
Capital Guardian LLC October 2010 - September 2012
Morgan Keegan & Co. December 2009 - October 2010
Wells Fargo Advisors August 2008 - December 2009
Merrill Lynch August 2006 - August 2008
ADP April 2005 - August 2006
T. Rowe Price September 2002 - March 2005
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Investment Strategies, Asset Management, Securities, Banking, Alternative Investments, Equities, Credit, Financial Advisory, Series 65, Uniform Combined State..., Financial Services, Investment Management, 401k, Private Banking, Wealth, IRAs, Wealth Management..., Bonds
Education
University of Florida 1997 — 2002
Bachelor of Science (BS), Finance, General
Howard Sparkman's Morgan Keegan & Co. Experience November 1994 - Present
Job First Vice President at Morgan Keegan & Co
Industry Financial Services
Experience
Morgan Keegan & Co November 1994 - Present
Kidder Peabody November 1983 - November 1994
Education
The University of Texas at Austin 1980 — 1983
BS, Economics
Morgan Keegan & Co November 1994 - Present
Kidder Peabody November 1983 - November 1994
Education
The University of Texas at Austin 1980 — 1983
BS, Economics
Michael M. Schiff's Morgan Keegan & Co. Experience January 1999 - February 2006
Job
Industry Financial Services
Experience
Revere Securities Corp. May 2015 - Present
Major Regional Commercial Bank February 2012 - Present
J.P. Morgan Chase May 2010 - July 2011
WJB Capital Group May 2006 - April 2009
Morgan Keegan & CO. January 1999 - February 2006
Cantor Fitzgerald November 1996 - December 1999
Prebon Tamanne September 1994 - September 1996
Debeausse 1985 - 1994
Debeausse and Co. 1985 - 1994
American Stock Exchange 1979 - 1985
Skills
Series 7, Equities, Securities, Series 63, Trading, Customer Relations, Options, Stocks, Capital Markets, Retail, FX, Institutional, Banking, FX Options, Hedge Funds, Customer Service, Investments, Financial Services, Equity Trading, Portfolio Management, Bloomberg, Electronic Trading, Trading Systems
Education
City University of New York City College
B.A., Communications
Revere Securities Corp. May 2015 - Present
Major Regional Commercial Bank February 2012 - Present
J.P. Morgan Chase May 2010 - July 2011
WJB Capital Group May 2006 - April 2009
Morgan Keegan & CO. January 1999 - February 2006
Cantor Fitzgerald November 1996 - December 1999
Prebon Tamanne September 1994 - September 1996
Debeausse 1985 - 1994
Debeausse and Co. 1985 - 1994
American Stock Exchange 1979 - 1985
Skills
Series 7, Equities, Securities, Series 63, Trading, Customer Relations, Options, Stocks, Capital Markets, Retail, FX, Institutional, Banking, FX Options, Hedge Funds, Customer Service, Investments, Financial Services, Equity Trading, Portfolio Management, Bloomberg, Electronic Trading, Trading Systems
Education
City University of New York City College
B.A., Communications
Chris Jones, CFA's Morgan Keegan & Co. Experience 2003 - 2006
Job Vice President at Delta Asset Management
Industry Investment Management
Experience
Delta Asset Management June 2008 - Present
Morgan Asset Management 2006 - 2008
Morgan Keegan & Co. 2003 - 2006
First Tennessee Bank 2002 - 2004
Skills
Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Credit Analysis, Valuation, Equities, Fixed Income, Equity Research, Asset Allocation, High Yield
Education
Mississippi State University - College of Business and Industry 1998 — 2001
BBA, Finance
Delta Asset Management June 2008 - Present
Morgan Asset Management 2006 - 2008
Morgan Keegan & Co. 2003 - 2006
First Tennessee Bank 2002 - 2004
Skills
Portfolio Management, Financial Analysis, Asset Managment, Financial Modeling, Credit Analysis, Valuation, Equities, Fixed Income, Equity Research, Asset Allocation, High Yield
Education
Mississippi State University - College of Business and Industry 1998 — 2001
BBA, Finance
Ezekiel Couch's Morgan Keegan & Co. Experience June 2007 - August 2007
Job JD Candidate at Columbia Law School
Industry Legal Services
Experience
U.S. Securities and Exchange Commission January 2015 - May 2015
Bank of America September 2012 - July 2013
Bank of America May 2010 - September 2012
Bank of America January 2010 - May 2010
Bank of America June 2008 - January 2010
Morgan Keegan & Co June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Credit Analysis, Investment Banking, Corporate Finance, Credit, Mergers & Acquisitions, Portfolio Management, Credit Risk
Education
Columbia University School of Law 2013 — 2016
Doctor of Law (J.D.)
Wayne Calloway School of Business and Accountancy 2006 — 2008
Bachelor of Science, Finance
Wake Forest University 2004 — 2008
BS, Finance
U.S. Securities and Exchange Commission January 2015 - May 2015
Bank of America September 2012 - July 2013
Bank of America May 2010 - September 2012
Bank of America January 2010 - May 2010
Bank of America June 2008 - January 2010
Morgan Keegan & Co June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Credit Analysis, Investment Banking, Corporate Finance, Credit, Mergers & Acquisitions, Portfolio Management, Credit Risk
Education
Columbia University School of Law 2013 — 2016
Doctor of Law (J.D.)
Wayne Calloway School of Business and Accountancy 2006 — 2008
Bachelor of Science, Finance
Wake Forest University 2004 — 2008
BS, Finance
Matthew Comiter's Morgan Keegan & Co. Experience December 2007 - July 2008
Job Attorney at Gunster, Yoakley & Stewart, P.A.
Industry Law Practice
Experience
Gunster, Yoakley & Stewart, P.A. November 2013 - Present
PwC September 2012 - November 2013
Morgan Keegan & Co. December 2007 - July 2008
Israel Baseball League 2007 - 2007
BHD Corporation May 2005 - August 2005
Cass, Levy & Leone June 2002 - June 2002
Skills
Tax, Corporate Tax, Financial Analysis, Legal Research, Investments
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2012
LL.M., Taxation
University of Miami 2008 — 2011
J.D., cum laude
University of Florida - Warrington College Of Business 2003 — 2007
B.S., Finance
Gunster, Yoakley & Stewart, P.A. November 2013 - Present
PwC September 2012 - November 2013
Morgan Keegan & Co. December 2007 - July 2008
Israel Baseball League 2007 - 2007
BHD Corporation May 2005 - August 2005
Cass, Levy & Leone June 2002 - June 2002
Skills
Tax, Corporate Tax, Financial Analysis, Legal Research, Investments
Education
University of Florida - Fredric G. Levin College of Law 2011 — 2012
LL.M., Taxation
University of Miami 2008 — 2011
J.D., cum laude
University of Florida - Warrington College Of Business 2003 — 2007
B.S., Finance
Dirk van Allen's Morgan Keegan & Co. Experience 1998 - April 2011
Job Actor
Industry Entertainment
Experience
Austin TX 1984 - Present
Morgan Keegan & Co. 1998 - April 2011
Skills
Entertainment, Drama, Acting, Stage, Performing Arts, Theatre, Voice Over, Film
Education
The George Washington University 1969 — 1970
Master of Science (M.S.), International Affairs
Centre College 1955 — 1958
B.A., Zoology & Chemistry
Austin TX 1984 - Present
Morgan Keegan & Co. 1998 - April 2011
Skills
Entertainment, Drama, Acting, Stage, Performing Arts, Theatre, Voice Over, Film
Education
The George Washington University 1969 — 1970
Master of Science (M.S.), International Affairs
Centre College 1955 — 1958
B.A., Zoology & Chemistry
Nick Matlock's Morgan Keegan & Co. Experience May 2008 - August 2008
Job Student at University of MissouriColumbia, College of Business
Industry Financial Services
Experience
Morgan Keegan & Co May 2008 - August 2008
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Morgan Keegan & Co May 2008 - August 2008
Education
University of Missouri-Columbia, College of Business 2006 — 2010
Walter Boleman's Morgan Keegan & Co. Experience December 2000 - May 2012
Job Founding Partner at DSquaredInvestments LLC
Industry Financial Services
Experience
D-SquaredInvestments LLc May 2012 - Present
Morgan Keegan & Co December 2000 - May 2012
Skills
Wealth Management, IRAs, Business Development, Retirement, Estate Planning, Investments, Asset Management, Customer Service
Education
Mercer University 1970 — 1973
Bachelor of Arts (B.A.), Political Science and Government
HART COUNTY HIGH SCHOOL 1962 — 1966
D-SquaredInvestments LLc May 2012 - Present
Morgan Keegan & Co December 2000 - May 2012
Skills
Wealth Management, IRAs, Business Development, Retirement, Estate Planning, Investments, Asset Management, Customer Service
Education
Mercer University 1970 — 1973
Bachelor of Arts (B.A.), Political Science and Government
HART COUNTY HIGH SCHOOL 1962 — 1966
Tish O'Connor, CFA's Morgan Keegan & Co. Experience 1997 - 2001
Job Assistant Director, SMART Lab, & Instructor, Department of Finance at LSU
Industry Higher Education
Experience
Louisiana State University July 2002 - Present
Morgan Keegan & Co. 1997 - 2001
First Tennessee Capital Markets Division 1993 - 1995
Education
University of Alabama
Master of Business Administration (MBA)
University of Richmond - Robins School of Business
Louisiana State University July 2002 - Present
Morgan Keegan & Co. 1997 - 2001
First Tennessee Capital Markets Division 1993 - 1995
Education
University of Alabama
Master of Business Administration (MBA)
University of Richmond - Robins School of Business
Lucas Marler's Morgan Keegan & Co. Experience February 2011 - July 2012
Job Reporting Specialist II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - January 2015
Raymond James Financial Inc. (formally Morgan Keegan & Co.) July 2012 - August 2014
Morgan Keegan & Co. February 2011 - July 2012
Guardsmark February 2010 - February 2011
TN ARMY NATIONAL GUARD November 1999 - November 2009
FedEx April 2005 - October 2006
EMS Inc. June 2002 - December 2003
K & M Market January 2002 - September 2002
Bruton 4-Way Market June 1998 - May 2001
Skills
Security, Payroll, Leadership, Analytical Skills, Close Attention to..., High Organizational..., Research, Microsoft Office, Communication, People Skills, Policy, Budgets
Education
The University of Memphis
Bachelor of Arts Degree, Psychology
3rd NCO ACADEMY
Primary Leadership Development Course
JACKSON STATE COMMUNITY COLLEGE
Associates of Applied Science Degree, General Studies
DEPARTMENT OF THE ARMY
US Army Military Police School Diploma
HARDIN COUNTY HIGH SCHOOL
High School Diploma
US ARMY FIELD ARTILLERY TRAINING CENTER
Basic Training and Cannon Crew Member Diploma
Raymond James Financial Inc. August 2014 - January 2015
Raymond James Financial Inc. (formally Morgan Keegan & Co.) July 2012 - August 2014
Morgan Keegan & Co. February 2011 - July 2012
Guardsmark February 2010 - February 2011
TN ARMY NATIONAL GUARD November 1999 - November 2009
FedEx April 2005 - October 2006
EMS Inc. June 2002 - December 2003
K & M Market January 2002 - September 2002
Bruton 4-Way Market June 1998 - May 2001
Skills
Security, Payroll, Leadership, Analytical Skills, Close Attention to..., High Organizational..., Research, Microsoft Office, Communication, People Skills, Policy, Budgets
Education
The University of Memphis
Bachelor of Arts Degree, Psychology
3rd NCO ACADEMY
Primary Leadership Development Course
JACKSON STATE COMMUNITY COLLEGE
Associates of Applied Science Degree, General Studies
DEPARTMENT OF THE ARMY
US Army Military Police School Diploma
HARDIN COUNTY HIGH SCHOOL
High School Diploma
US ARMY FIELD ARTILLERY TRAINING CENTER
Basic Training and Cannon Crew Member Diploma
Duncan Lowe's Morgan Keegan & Co. Experience 2006 - 2007
Job Vice President & Healthcare Business Banker at PNC
Industry Banking
Experience
PNC October 2014 - Present
Regions Bank November 2012 - 2014
Merrill Lynch January 2011 - September 2012
Community Bank & Trust - West Georgia 2008 - 2010
Regions Bank 2007 - 2008
Morgan Keegan & Co 2006 - 2007
SunTrust Bank 2001 - 2006
SouthTrust Bank 1995 - 2001
Skills
Wealth Management, Commercial Lending, Loans, Banking, Series 7, Portfolio Management, Small Business Lending, Investments, Commercial Banking, Credit, Retirement Planning, Credit Analysis, Strategic Financial..., Investment Advisory, Mortgage Lending, Financial Analysis, Asset Allocation, Estate Planning, Series 66, Georgia Life, Acc &..., Community Service, Life Insurance, FINRA, High Net Worth..., Insurance, Cash Management, Financial Risk, Financial Advisory, Wealth Management..., Variable Products, Private Banking, Lines Of Credit, Investment Management, 401k Rollovers, Strategic Planning, Series 63, Securities, Consumer Lending, Mutual Funds, Asset Management, Investment Strategies, Finance, Loan Origination, Financial Services, Retirement, Leadership
Education
The University of Georgia 1978 — 1981
BA, Economics
Washington and Lee University 1976 — 1978
Undergrad/Economics
Hardaway High School 1972 — 1976
PNC October 2014 - Present
Regions Bank November 2012 - 2014
Merrill Lynch January 2011 - September 2012
Community Bank & Trust - West Georgia 2008 - 2010
Regions Bank 2007 - 2008
Morgan Keegan & Co 2006 - 2007
SunTrust Bank 2001 - 2006
SouthTrust Bank 1995 - 2001
Skills
Wealth Management, Commercial Lending, Loans, Banking, Series 7, Portfolio Management, Small Business Lending, Investments, Commercial Banking, Credit, Retirement Planning, Credit Analysis, Strategic Financial..., Investment Advisory, Mortgage Lending, Financial Analysis, Asset Allocation, Estate Planning, Series 66, Georgia Life, Acc &..., Community Service, Life Insurance, FINRA, High Net Worth..., Insurance, Cash Management, Financial Risk, Financial Advisory, Wealth Management..., Variable Products, Private Banking, Lines Of Credit, Investment Management, 401k Rollovers, Strategic Planning, Series 63, Securities, Consumer Lending, Mutual Funds, Asset Management, Investment Strategies, Finance, Loan Origination, Financial Services, Retirement, Leadership
Education
The University of Georgia 1978 — 1981
BA, Economics
Washington and Lee University 1976 — 1978
Undergrad/Economics
Hardaway High School 1972 — 1976
Tom Christenbury's Morgan Keegan & Co. Experience April 1984 - April 1996
Job VP Financial Advisor at DuncanWilliams, Inc.
Industry Investment Banking
Experience
Morgan Keegan December 2006 - February 2009
Vining Sparks, IBG LP May 2002 - November 2006
NBC Capital Markets Grop, Inc (now Suntrust) March 1998 - May 2002
First American National Bank (AmeriStar/Invest) May 1996 - February 1998
Morgan Keegan & Co April 1984 - April 1996
Skills
Series 7, Fixed Income, Risk Management, Portfolio Management, Securities, Series 65, Investment..., Life and Annuity License, Investment Banking...
Education
University of Arkansas at Fayetteville 1978 — 1982
Bachelor of Science in Public Administration
Memphis University School, College Preparatory School 1974 — 1978
Morgan Keegan December 2006 - February 2009
Vining Sparks, IBG LP May 2002 - November 2006
NBC Capital Markets Grop, Inc (now Suntrust) March 1998 - May 2002
First American National Bank (AmeriStar/Invest) May 1996 - February 1998
Morgan Keegan & Co April 1984 - April 1996
Skills
Series 7, Fixed Income, Risk Management, Portfolio Management, Securities, Series 65, Investment..., Life and Annuity License, Investment Banking...
Education
University of Arkansas at Fayetteville 1978 — 1982
Bachelor of Science in Public Administration
Memphis University School, College Preparatory School 1974 — 1978
Marco Modica's Morgan Keegan & Co. Experience June 2006 - Present
Job Equity Research Assistant at Morgan Keegan & Co.
Industry Banking
Experience
Morgan Keegan & Co. June 2006 - Present
MORGAN KEEGAN and CO June 2006 - Present
Raymond James & Associates June 2006 - Present
Commerce Bank January 2005 - August 2005
HSBC BANK September 1999 - September 2004
PRINCE PROPERTIES, LLC August 1998 - May 1999
J.P August 1996 - August 1998
J&F REFRIGERATION January 1994 - January 1995
Skills
Equity Research, Compliance, Administrative Support, Lotus Notes, Microsoft Office, Administrative..., Accounts Payable, Customer Service, Equities, Project Planning, Accounting, Management, Accounts Receivable, Corporate Finance, Financial Analysis, Financial Modeling, Data Analysis, Asset Management, Valuation, Financial Reporting, Derivatives, Hedge Funds, Financial Services, Due Diligence, Wealth Management, Series 7, Private Equity, Finance, Administrative...
Education
St. John's University 1997 — 2002
BS, Finance
Morgan Keegan & Co. June 2006 - Present
MORGAN KEEGAN and CO June 2006 - Present
Raymond James & Associates June 2006 - Present
Commerce Bank January 2005 - August 2005
HSBC BANK September 1999 - September 2004
PRINCE PROPERTIES, LLC August 1998 - May 1999
J.P August 1996 - August 1998
J&F REFRIGERATION January 1994 - January 1995
Skills
Equity Research, Compliance, Administrative Support, Lotus Notes, Microsoft Office, Administrative..., Accounts Payable, Customer Service, Equities, Project Planning, Accounting, Management, Accounts Receivable, Corporate Finance, Financial Analysis, Financial Modeling, Data Analysis, Asset Management, Valuation, Financial Reporting, Derivatives, Hedge Funds, Financial Services, Due Diligence, Wealth Management, Series 7, Private Equity, Finance, Administrative...
Education
St. John's University 1997 — 2002
BS, Finance
Kendel Wyatt's Morgan Keegan & Co. Experience January 2011 - June 2012
Job Risk and Retirement Services Manager at Adams Keegan, Inc.
Industry Human Resources
Experience
Adams Keegan, Inc. January 2014 - Present
Adams Keegan, Inc. June 2012 - Present
Adams Keegan, Inc. June 2012 - January 2014
Morgan Keegan & Co. January 2011 - June 2012
Morgan Keegan & Co. May 2005 - January 2011
Skills
Human Resources, Employee Benefits, Employee Relations, Organizational..., Recruiting, Retirement Planning, 401k, Risk Management, Leadership, Benefits Administration, Onboarding
Education
The University of Memphis
Bachelor of Science (BS), Business Administration and Management, General
The University of Memphis
Master of Business Administration (M.B.A.)
Adams Keegan, Inc. January 2014 - Present
Adams Keegan, Inc. June 2012 - Present
Adams Keegan, Inc. June 2012 - January 2014
Morgan Keegan & Co. January 2011 - June 2012
Morgan Keegan & Co. May 2005 - January 2011
Skills
Human Resources, Employee Benefits, Employee Relations, Organizational..., Recruiting, Retirement Planning, 401k, Risk Management, Leadership, Benefits Administration, Onboarding
Education
The University of Memphis
Bachelor of Science (BS), Business Administration and Management, General
The University of Memphis
Master of Business Administration (M.B.A.)
Cameron Pratt's Morgan Keegan & Co. Experience February 2008 - September 2012
Job Customer Service, Manager
Industry Pharmaceuticals
Experience
BioDlogics, LLC October 2012 - Present
Gap Inc./Banana Republic October 2003 - Present
University of Memphis: CRIS center May 2004 - December 2014
Morgan Keegan & Co. February 2008 - September 2012
Memphis Tiger Swimming March 2004 - February 2008
Skills
PowerPoint, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Social Media, Outlook
Education
East Carolina University 1997 — 2001
Bachelor of Arts (B.A.), Sports and Exercise
BioDlogics, LLC October 2012 - Present
Gap Inc./Banana Republic October 2003 - Present
University of Memphis: CRIS center May 2004 - December 2014
Morgan Keegan & Co. February 2008 - September 2012
Memphis Tiger Swimming March 2004 - February 2008
Skills
PowerPoint, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Social Media, Outlook
Education
East Carolina University 1997 — 2001
Bachelor of Arts (B.A.), Sports and Exercise
Alicia Newhouse's Morgan Keegan & Co. Experience August 2005 - February 2008
Job Client Advisor Associate at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2011 - Present
SunTrust Bank August 2010 - April 2011
SunTrust Bank February 2008 - August 2010
Morgan Keegan & Co. August 2005 - February 2008
Skills
Loans, Retail Banking, Portfolio Management, Banking
Education
Maryville College 2002 — 2005
Bachelor of Arts (B.A.), Business Admistration
SunTrust Bank April 2011 - Present
SunTrust Bank August 2010 - April 2011
SunTrust Bank February 2008 - August 2010
Morgan Keegan & Co. August 2005 - February 2008
Skills
Loans, Retail Banking, Portfolio Management, Banking
Education
Maryville College 2002 — 2005
Bachelor of Arts (B.A.), Business Admistration
Jonathan Herrmann's Morgan Keegan & Co. Experience June 2011 - August 2011
Job Associate, Medical Technology Investment Banking at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2012 - Present
Morgan Keegan & Co. June 2011 - August 2011
U.S. Department of the Treasury June 2010 - August 2010
U.S. Senator John Kerry May 2009 - July 2009
Citizen Advisory Group June 2008 - August 2008
Skills
Medical Technology, Healthcare Industry, Marketing Materials, Sales Presentations, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Capital Raising, Public Policy, Public Relations, Microsoft Office
Education
Harvard University 2008 — 2012
Bachelor's Degree, Economics
Raymond James Financial Inc. July 2012 - Present
Morgan Keegan & Co. June 2011 - August 2011
U.S. Department of the Treasury June 2010 - August 2010
U.S. Senator John Kerry May 2009 - July 2009
Citizen Advisory Group June 2008 - August 2008
Skills
Medical Technology, Healthcare Industry, Marketing Materials, Sales Presentations, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Capital Raising, Public Policy, Public Relations, Microsoft Office
Education
Harvard University 2008 — 2012
Bachelor's Degree, Economics
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ