Morgan Keegan & Co Inc

Industry: Investment company

Description

Raymond 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 Inc Employees

Employee
Years
Job
Industry
Carl Dykes Carl Dykes Madison, Mississippi Details
Carl Dykes's Morgan Keegan & Co Inc Experience June 2005 - September 2007
Job Team Leader
Industry Retail
Experience
Sprint Mart  August 2010 - Present
Investment Professionals, Inc.   October 2008 - April 2009
Southern Wealth Management Group   November 2007 - September 2008
Morgan Keegan & Co Inc   June 2005 - September 2007
Union Planters Financial Svc   May 2004 - June 2005
Edward Jones  March 2000 - May 2004

Education
Bemidji State University   1994 — 1999
Bachelor's degree, Business Administration and Management, General

P. Ryan Miller P. Ryan Miller Greater Memphis Area Details
P. Ryan Miller's Morgan Keegan & Co Inc Experience May 2005 - May 2007
Job Senior Research Analyst Hedge Funds and Real Assets at Gavion LLC
Industry Investment Management
Experience
Gavion LLC   September 2012 - Present
Gullane Capital Partners LLC   May 2007 - September 2012
Morgan Keegan & Co Inc   May 2005 - May 2007
Morgan Keegan & Co Inc   May 2004 - May 2005
FedEx Express - Legal Department   May 2001 - August 2003
Mercedes-Benz of Memphis  May 1997 - August 2000

Skills
Asset Allocation, Alternative Investments, Investments, Equity Research, Institutional..., Offshore Investments, Structured Investments, Multi-family Investments, Fixed Income Analysis, Private Equity, Hedge Funds, Mutual Funds, Automotive Services, Traditional Investments, Portfolio Management, Business Development, Entrepreneurship

Education
University of Mississippi   2000 — 2004
B.B.A., Managerial Finance, Cum Laude

Memphis University School   1994 — 2000
High School Diploma

Charles B Bailey, III Charles B Bailey, III Mobile, Alabama Area Details
Charles B Bailey, III's Morgan Keegan & Co Inc Experience January 1986 - May 2001
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2005 - Present
Legg Mason Wood Walker Inc.  May 2001 - December 2005
Morgan Keegan & Co., Inc.   January 1986 - May 2001

Skills
Investments, Banking, 401k, Wealth Management, Insurance, Mutual Funds, Estate Planning, Series 7, Retirement Planning, Due Diligence, Employee Benefits, Fixed Annuities, Series 63, Asset Allocation, Securities, Financial Advisory, Finance

Education
University of Alabama   1978 — 1982
Bachelors Degree, Business Administration

Kelly Renfro Kelly Renfro Germantown, Tennessee Details
Kelly Renfro's Morgan Keegan & Co Inc Experience January 2000 - September 2002
Job Cocktail Server at The Capital Grille
Industry Restaurants
Experience
The Capital Grille  February 2014 - Present
Bar Louie  March 2013 - February 2014
Local Gastropub   March 2012 - March 2013
Grove Grill   January 2011 - February 2012
Fins Dockside   January 2007 - December 2010
Pat O'Brien's Bar Inc.   September 2002 - September 2006
Morgan Keegan & Co Inc   January 2000 - September 2002

Skills
Restaurant Management, Restaurants, Bartending, Food Service, Menu Development, Food & Beverage, Catering, Food, Hospitality, Fine Dining, Customer Service, Wine, Banquets, Culinary Skills, Hospitality Management

Education
The University of Memphis   1997 — 2001

University of Memphis
General Business

Stephen Bone Stephen Bone Memphis, Tennessee Details
Stephen Bone's Morgan Keegan & Co Inc Experience June 1996 - June 2006
Job Managing Director | Cantor Fitzgerald
Industry Capital Markets
Experience
Cantor Fitzgerald  November 2014 - Present
Wunderlich Securities  May 2014 - September 2014
KGS-Alpha Capital Markets   May 2012 - August 2013
Raymond James Financial Inc.  July 2008 - May 2012
Bear Stearns  June 2006 - July 2008
Morgan Keegan & Co Inc   June 1996 - June 2006
First Tennessee Bank  October 1993 - June 1996

Skills
Capital Markets, Fixed Income, MBS, Structured Products, Derivatives, Financial Institutions, Visualization Software, Interest Rate Risk...

Education
Arkansas State University   1992 — 1993
M.B.A., Finance

Arkansas State University   1987 — 1991
Bachelor of Science (B.S.), Finance

Christie Allardyce Christie Allardyce Dallas/Fort Worth Area Details
Christie Allardyce's Morgan Keegan & Co Inc Experience January 2006 - August 2006
Job Managing Director at Delos Investments
Industry Financial Services
Experience
Nedelma   2015 - Present
Delos Investments   June 2015 - Present
Harbour Ventures, LLC   April 2014 - Present
Chapwood Capital Investment Management  December 2014 - May 2015
Behringer - Behringer Securities L.P.   March 2013 - March 2014
ORIX USA Corporation - ORIX Capital Markets L.P.   July 2010 - March 2013
Bank of America Merrill Lynch - Global Corporate & Investment Bank   June 2008 - July 2010
JP Morgan  2007 - 2007
Morgan Keegan & Co Inc   January 2006 - August 2006

Skills
Finance, Investments, Financial Analysis, Due Diligence, Underwriting, Capital Markets, Banking, Corporate Finance, Insurance, Mergers & Acquisitions, Alternative Investments, Investment Banking, Equities, Fixed Income, Credit, Bloomberg, Hedge Funds, Credit Analysis, Series 7, Institutional Sales, Series 63, Financial Modeling, Business Development, Capital Raising

Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance Accounting

Hunter Peek Hunter Peek San Francisco Bay Area Details
Hunter Peek's Morgan Keegan & Co Inc Experience May 2011 - May 2012
Job Wealth Strategies Analyst at Bank of America
Industry Financial Services
Experience
Bank of America  June 2013 - Present
Coffee County Courts System   November 2012 - June 2013
Morgan Keegan & Co., Inc.   May 2011 - May 2012
Jacobs  May 2009 - August 2009
Jacobs  May 2008 - August 2008
Conry-Taylor & Morrow CPAs   January 2008 - May 2008
Housholder Artman, PLLC   May 2007 - August 2007

Skills
Sarbanes-Oxley, Financial Analysis, Financial Modeling, PowerPoint, Accounting, Due Diligence, Corporate Finance, Financial Reporting, Finance, Microsoft Excel, Sarbanes-Oxley Act, Legal Writing, Risk Management, Analysis, Tax

Education
The University of Memphis—Cecil C. Humphreys School of Law   2009 — 2012
Doctor of Law (J.D.), Law

University of Tennessee-Knoxville   2004 — 2009
Bachelor of Science (B.S.), Accounting and Finance

Sandra Lilly Sandra Lilly Covington, Tennessee Details
Sandra Lilly's Morgan Keegan & Co Inc Experience April 2008 - November 2010
Job Quality Lab Technician at Unilever
Industry Consumer Goods
Experience
Unilever  April 2012 - Present
Hilton Hotels Worldwide  December 2010 - December 2011
Morgan Keegan & Co Inc   April 2008 - November 2010
Syncada LLC  January 2006 - March 2008
FedEx Trade Networks Trade Services, Inc.   August 1999 - October 2004
World Color Press  July 1996 - July 1999
Sears Roebuck and Co  February 1987 - May 1990

Skills
5S, Quality System, R&D, Continuous Improvement, Manufacturing, Lean Manufacturing, HACCP, Quality Auditing, TPM, Quality Assurance

Education
University of Phoenix   2015 — 2016
Master of Business Administration (M.B.A.), Accounting and Business/Management

University of Phoenix   2011 — 2014
Bachelor's Degree, Business Administration/ Accountancy

University of Wisconsin-Madison   1991 — 1995
Bachelor of Arts (B.A.), Commercial and Advertising Art

Memphis College of Art

Tuffy Wood Tuffy Wood Louisville, Kentucky Details
Tuffy Wood's Morgan Keegan & Co Inc Experience July 2004 - March 2013
Job Managing Director, Investments; Wealth Management Specialist at Clearpath Financial of Raymond James
Industry Financial Services
Experience
Clearpath Financial of Raymond James   July 2002 - Present
Morgan Keegan & Co Inc   July 2004 - March 2013
UBS  1999 - 2002
Hilliard Lyons  1991 - 1999
Coopers and Lybrand  1989 - 1991

Skills
CPA, Accounting, Wealth Management, Investments, Series 7, Series 63, Series 66, Series 9, Series 10

Education
University of Kentucky
Bachelor of Science (B.S.), Accounting

St. Xavier High School Louisville KY

Eric Kreimer, ASA Eric Kreimer, ASA Greater Atlanta Area Details
Eric Kreimer, ASA's Morgan Keegan & Co Inc Experience January 1996 - January 1999
Job Managing Director at Applied Economics LLC
Industry Financial Services
Experience
MergerSouth, LLC a division of Applied Economics, LLC   February 2015 - Present
CBIZ, Inc.   April 2006 - January 2015
PricewaterhouseCoopers Securities, LLC   January 1999 - June 2003
Morgan Keegan & Co Inc   January 1996 - January 1999
Nationsbanc Securities   September 1992 - December 1995

Skills
Valuation, Mergers, Investment Banking, Mergers & Acquisitions, Strategy, Financial Reporting, Fixed Income, Analysis, Banking, Real Estate, Options, Strategic Planning, Financial Advisory, Private Equity, Investment Properties, Due Diligence, Financial Modeling, Business Valuation

Education
University of Georgia - Terry College of Business   1990 — 1992
MBA, Corporate Finance, Banking

University of Virginia   1984 — 1988
Bachelor of Arts (B.A.), English

The Westminster Schools   1978 — 1984

Andrew Buckley Andrew Buckley Greater Atlanta Area Details
Andrew Buckley's Morgan Keegan & Co Inc Experience 2002 - 2002
Job Vice President Real Estate Capital Markets at Regions Financial Corporation
Industry Capital Markets
Experience
Regions Financial Corporation  October 2014 - Present
Regions Financial Corporation  July 2006 - September 2014
The Situs Companies  July 2005 - July 2006
U.S. House of Representatives   2003 - 2003
Morgan Keegan & Co Inc   2002 - 2002
United States Senate  2001 - 2001

Skills
Credit Analysis, Underwriting, Financial Modeling, Due Diligence, Commercial Real Estate, Loan Origination, Real Estate Financing, FHA, Bloomberg, CMBS, Capital Markets, Investment Properties

Education
University of Mississippi   2004 — 2005
MBA, Finance

University of Mississippi   1998 — 2002
BBA, Managerial Finance

Ruth-Kathryn Rains Ruth-Kathryn Rains Memphis, Tennessee Details
Ruth-Kathryn Rains's Morgan Keegan & Co Inc Experience April 2007 - July 2007
Job Public Relations Coordinator at West Memphis Chamber of Commerce
Industry Nonprofit Organization Management
Experience
West Memphis Chamber of Commerce   October 2012 - Present
Literacy Council of Crittenden County   November 2010 - November 2012
Memphis Business Journal  March 2010 - September 2010
Morgan Keegan & Co Inc   April 2007 - July 2007

Skills
Media Relations, Press Releases, Social Media, Public Relations, Event Management, Facebook, Event Planning, Marketing, Nonprofits, Microsoft Office, Fundraising, Community Development, Social Media Marketing, Email Marketing, Community Outreach, Grant Writing, AP Style, PowerPoint, Brand Development, Newsletters, Strategic Communications, Program Development, Volunteer Management, Social Networking

Education
University of Alabama   2005 — 2009
Bachelor of Arts (B.A.), Public Relations

Hutchison School   2001 — 2005
High School

Steve Hunter Steve Hunter Atlanta, Georgia Details
Steve Hunter's Morgan Keegan & Co Inc Experience August 2006 - March 2012
Job Managing Director at Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher  April 2012 - Present
Morgan Keegan & Co., Inc.   August 2006 - March 2012
The Breckenridge Group, Inc.   August 2004 - August 2006
Genesis Capital, LLC  September 2003 - August 2004
Robertson Stephens  April 2000 - July 2002
Robinson-Humphrey  June 1996 - April 2000
McKinsey & Co.   June 1995 - August 1995
Alex. Brown & Sons   April 1992 - May 1994

Skills
M&A experience, Capital Markets, Business Services, Industrials, New Business Development, Company Acquisitions, Private Equity, Venture Capital, Investment Banking, public offerings, Private Equity Firms, LBO, Recapitalizations, Buyouts, Mergers, IPO, Mergers & Acquisitions, Start-ups, Executive Management, Portfolio Management, Investments, Divestitures, Strategy, Corporate Development, Alternative Investments, Entrepreneurship, Finance, Capital Raising, Industrial Sector, Corporate Finance

Education
Harvard Business School   1994 — 1996
MBA, General Management

Bucknell University   1987 — 1991
BA, Economics

Diana Stieffel, CFP®, CRPC® Diana Stieffel, CFP®, CRPC® Greater New Orleans Area Details
Diana Stieffel, CFP®, CRPC®'s Morgan Keegan & Co Inc Experience January 1997 - January 2009
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Heller & Stieffel Wealth Management   January 2009 - Present
Morgan Keegan & Co., Inc.   January 1997 - January 2009
First National Bank of Commerce  November 1990 - January 1997

Skills
Certified Financial..., Chartered Retirement..., Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Investment Advisory, Financial Planning, Asset Allocation, Series 63, Retirement

Education
University of New Orleans
BS, Finance

Louisiana State University and Agricultural and Mechanical College

Gary Burcl Jr., MBA Gary Burcl Jr., MBA Greater Memphis Area Details
Gary Burcl Jr., MBA's Morgan Keegan & Co Inc Experience January 2008 - July 2010
Job Reporting Specialist | Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc.  March 2014 - Present
Raymond James Financial Inc.  July 2010 - March 2014
Morgan Keegan & Co Inc   January 2008 - July 2010

Skills
Customer Service, Microsoft Office, Time Management, Public Relations, Sales, Leadership, Press Releases, Social Media, Finance, Margin, Trade Regulation, General Securities..., Financial Operations, 10 Key, Journal Entries, Trade Finance, Cross-training, Process Improvement, Outlook, Facebook, Twitter, Writing, Financial Transactions, Series 7, Asset Allocation, Performance Reporting, SQLite, Microsoft Excel, MS Excel Pivot Tables, Project Management

Education
Christian Brothers University   2013 — 2015
Master of Business Administration (M.B.A.), General Management, 3.95

The University of Memphis   2002 — 2007
Bachelor of Arts, Journalism - Public Relations

Aaron Nelson Aaron Nelson Birmingham, Alabama Area Details
Aaron Nelson's Morgan Keegan & Co Inc Experience 2002 - 2008
Job Financial Consultant at Warren Averett Asset Management, LLC
Industry Financial Services
Experience
Warren Averett Asset Management, LLC   April 2015 - Present
AMN Investments   August 2009 - April 2015
Morgan Keegan & Co Inc   2002 - 2008

Skills
Investments, Financial Advisory, Strategy, Investment Advisory, Strategic Planning, Portfolio Management, Management, Wealth Management, Financial Services, ETFs

Education
The University of Georgia   1997 — 2001
BS, Mathematics

GDS

Jason D. Nesbit, CFP® Jason D. Nesbit, CFP® Greater Atlanta Area Details
Jason D. Nesbit, CFP®'s Morgan Keegan & Co Inc Experience June 2005 - June 2008
Job Business Development Manager at The Milner Group
Industry Insurance
Experience
The Milner Group  September 2011 - Present
Regions Financial Corporation  June 2008 - 2011
Morgan Keegan & Co Inc   June 2005 - June 2008
IKON Office Solutions  January 2001 - January 2004

Skills
Leadership, Management, Business Development, Training, Consulting, Teaching, Financial Planning, Insurance, Banking, Finance, Marketing, Customer Service, Team Building, New Business Development, Program Development, Retirement Planning, Estate Planning

Education
University of Georgia - Terry College of Business   2004 — 2005
MBA, Marketing, Real Estate, Finance

University of Georgia - Terry College of Business   1997 — 2001
BBA, Marketing

Dan T Keel III Dan T Keel III Greater Memphis Area Details
Dan T Keel III's Morgan Keegan & Co Inc Experience April 1988 - April 2005
Job Managing Principal at Cardinal Wealth Advisory, LLC
Industry Investment Management
Experience
Cardinal Wealth Advisory, LLC   October 2005 - Present
Morgan Keegan & Co., Inc.   April 1988 - April 2005
Executive Financial Services, Inc.   June 1984 - April 1988

Skills
Alternative Investments, Wealth Management, Investments, Asset Allocation, Private Equity, Portfolio Management, Retirement Planning, Succession Planning, Risk Management, Mutual Funds, Securities, Equities, Zephyr Style Advisor, Estate Planning, Financial Advisory, Financial Services, Finance, Wealth Management..., Hedge Funds, High Net Worth...

Education
Millsaps College   1980 — 1984
BBA, Business Administration

Brookhaven Academy   1973 — 1980

Lucy Waddell Lucy Waddell Louisville, Kentucky Area Details
Lucy Waddell's Morgan Keegan & Co Inc Experience 2003 - 2005
Job Banking & Finance Professional
Industry Banking
Experience
Liberty Home Loan   2005 - 2006
Morgan Keegan & Co., Inc.   2003 - 2005
AmSouth Bancorp   1998 - 2003

Education
University of Louisville
Advertising/Marketing

David Solsky David Solsky Metairie, Louisiana Details
David Solsky's Morgan Keegan & Co Inc Experience 2008 - 2008
Job Manager at Smoothie King (SKFI)
Industry Restaurants
Experience
Smoothie King (SKFI)   September 2013 - Present
AIM Systems, Inc.   June 2010 - August 2013
Morgan Keegan & Co Inc   2008 - 2008

Skills
Financial Analysis, Data Analysis, Life Insurance, Management, Finance, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Client Relations

Education
University of New Orleans   2015 — 2016
Accounting

The University of Georgia   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Isidore Newman School   2002 — 2006

Hal Greer Hal Greer Macon, Georgia Details
Hal Greer's Morgan Keegan & Co Inc Experience 2005 - 2012
Job Managing Director and Financial Advisor at Greer Financial Group of Raymond James
Industry Financial Services
Experience
Greer Financial Group of Raymond James   2012 - Present
Morgan Keegan & Co Inc   2005 - 2012
Robinson Humphrey  1995 - 2005

Skills
Wealth Management, Strategic Financial..., Portfolio Management, 401k Rollovers, Financial Advisory, Retirement Planning, Mutual Funds, Asset Management, Investments, Estate Planning, Securities, Finance, 401k, Small Business, Strategic Planning, Financial Analysis, Series 7, Management, Insurance, Marketing, Retirement, Financial Services, Investment Advisory, Asset Allocation, Banking, Equities, Series 63, Customer Service, Sales, Team Building, Investment Strategies, Leadership, Marketing Strategy, Public Speaking, Alternative Investments, Sales Management, Risk Management, Financial Modeling, Negotiation, Life Insurance, Fixed Annuities, Business Development, Contract Negotiation, Mortgage Lending, Credit, Disability Insurance, Relationship Management, Event Planning, Budgets, Valuation

Education
The University of Georgia
Bachelor of Science (B.S.), Business/Commerce, General

Holly Marks Holly Marks Indianapolis, Indiana Details
Holly Marks's Morgan Keegan & Co Inc Experience October 2007 - July 2010
Job Senior Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James  July 2010 - Present
Morgan Keegan & Co., Inc.   October 2007 - July 2010
National City  April 2007 - October 2007
Smith Barney  July 2003 - April 2007
The Indianapolis Star  July 2001 - July 2003
Sun-Sentinel  July 2000 - July 2001

Skills
Investments, Finance, Securities, Financial Advisory, Real Estate, Series 7, Series 63, Retirement Planning, Mutual Funds, Uniform Combined State..., Wealth Management, Asset Allocation, FINRA, Investment Advisory, Retirement

Education
University of Evansville   1992 — 1996
Bachelor's degree, Interpersonal Communication

James Leibach James Leibach Augusta, Georgia Details
James Leibach's Morgan Keegan & Co Inc Experience 2000 - 2013
Job Vice President, Investments/ CFP® at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc.  2000 - Present
Morgan Keegan & Co., Inc.   2000 - 2013

Education
The University of Georgia   1987 — 1991
Bachelor's degree, Finance, General

Tony Posthauer Tony Posthauer Greater Atlanta Area Details
Tony Posthauer's Morgan Keegan & Co Inc Experience November 2004 - April 2007
Job Managing Director Municipal Finance at First Tryon Securities
Industry Capital Markets
Experience
INTL FC Stone   June 2015 - Present
First Tryon Securities   June 2010 - May 2015
SunTrust Bank  June 2007 - May 2010
Morgan Keegan & Co., Inc.   November 2004 - April 2007
BB&T Capital Markets  March 2003 - November 2004
Bank of America  November 2000 - March 2003
Interstate Johnson Lane  September 1992 - October 2000
Wachovia Bank  October 1982 - August 1992

Skills
Municipalities, Fixed Income, Trading, Bonds, Series 63, Capital Markets, Series 7, Securities, Portfolio Management, Bloomberg, Options, Structured Products, Investment Banking, Interest Rate..., Finance, Investments, Asset Management

Education
Purdue University - Krannert School of Management   1978 — 1982
B.S., Business, Finance

West Lafayette High School   1974 — 1978

Michelle Davis, CPM® Michelle Davis, CPM® Miami/Fort Lauderdale Area Details
Michelle Davis, CPM®'s Morgan Keegan & Co Inc Experience July 2005 - September 2010
Job First Vice Pres/Sr Portfolio Mngr UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   September 2010 - Present
Morgan Keegan & Co Inc   July 2005 - September 2010

Education
Georgian Court University
Accounting

Rutgers University-New Brunswick
Business Administration

Forsyth Kenworthy Halliburton Forsyth Kenworthy Halliburton Greater Memphis Area Details
Forsyth Kenworthy Halliburton's Morgan Keegan & Co Inc Experience February 2002 - April 2012
Job Business Systems Specialist III, Equity Capital Markets at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  April 2012 - Present
Morgan Keegan & Co., Inc   February 2002 - April 2012
Morgan Keegan & Co., Inc.   August 2000 - February 2002
International Paper  January 2000 - August 2000

Skills
Series 7, Equity Research, Equities, Series 63, Securities, Bloomberg, Market Data, CRM, ETFs, Bloomberg Terminal, Equity Capital Markets, Capital IQ, Relationship Management, FINRA, Equity Trading, Electronic Trading, Financial Services, Trading Systems, Business Analysis, Capital Markets, Financial Analysis, Financial Modeling, Investment Strategies, Investor Relations, Management, Portfolio Management, Process Improvement, Structured Finance

Education
The University of Memphis   1997 — 2000
BA, Journalism / Public Relations

Southern Methodist University   1993 — 1995

The Hutchison School   1979 — 1993
Elementary and High School

Robert Carney Robert Carney Tampa/St. Petersburg, Florida Area Details
Robert Carney's Morgan Keegan & Co Inc Experience May 2007 - February 2013
Job Senior Vice President, Investments, Branch Manager at Raymond James
Industry Financial Services
Experience
Morgan Keegan & Co Inc   May 2007 - February 2013
UBS Financial Services Inc.  October 2002 - May 2007
Smith Barney  1997 - 2002
Merrill Lynch  1993 - 1997
US Army  1984 - 1992

Skills
Series 7, Wealth Management, Investments, Asset Managment, Series 63, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Fixed Income, Investment Strategies, Leadership, Risk Management, Finance, Securities, Management, Financial Advisory, Retirement, Program Management, Strategic Planning, Retirement Planning, Mutual Funds, Financial Planning

Education
United States Military Academy at West Point   1980 — 1984
Bachelor's of Science, Engineering

Danny Angel Danny Angel United States Details
Danny Angel's Morgan Keegan & Co Inc Experience April 2007 - November 2011
Job Solutions Architect at NetWolves
Industry Information Technology and Services
Experience
NetWolves  November 2014 - Present
Rooms To Go  October 2013 - Present
Raymond James Financial Inc.  May 2012 - October 2013
Bedroc, Inc.   November 2011 - May 2012
Morgan Keegan & Co Inc   April 2007 - November 2011
Critical Edge Tech, LLC   February 2004 - April 2007
FedEx Services  October 2000 - December 2003
Affliated Computer Services (ACS)   August 1999 - October 2000

Skills
Cisco IOS, Cisco Technologies, Network Engineering, Cisco Security, Active Directory, Cisco Nexus, Switches, VPN, Routers, Data Center, WAN, Routing, Network Design, BGP, EIGRP, MPLS, Riverbed, Network Architecture, Firewalls, Networking, DNS, Network Security, OSPF, Security, Troubleshooting, Windows Server, Virtualization, Disaster Recovery, VoIP, Load Balancing, LAN-WAN, Operating Systems, VLAN, Storage Area Networks, Frame Relay, RIP, Wireless, Communication, WAN Optimisation

Education
The University of Memphis   2002 — 2004

University of West Florida   1992 — 1996

Anita Lynch Anita Lynch Sarasota, Florida Details
Anita Lynch's Morgan Keegan & Co Inc Experience August 2007 - July 2009
Job Registered Sales Associate II at Raymond James
Industry Financial Services
Experience
Raymond James  January 2011 - Present
Morgan Keegan & Co., Inc.   August 2007 - July 2009
SunTrust Investment Services  December 2001 - August 2007
Nationwide Financial  March 1994 - March 2001

Skills
Series 6, Series 7,...

Education
Franklin University
Bachelor of Business Administration (BBA)

Aamer Hai Aamer Hai San Francisco Bay Area Details
Aamer Hai's Morgan Keegan & Co Inc Experience May 2008 - April 2012
Job Assistant Treasurer at Altera
Industry Semiconductors
Experience
Altera  May 2013 - Present
QWC Inc.   April 2012 - April 2013
Morgan Keegan & Co Inc   May 2008 - April 2012
Citi  February 2000 - March 2008
Citi  September 1996 - February 2000
Intel  August 1991 - June 1994

Skills
Investment Banking, M&A experience, Corporate Finance, Venture Capital, LBO, Mergers, Valuation, Corporate Development, Private Equity, Financial Modeling, Mobile Internet, Private Placements, Treasury Operations

Education
The University of Chicago Booth School of Business   1994 — 1996
MBA, Finance & Accounting

Stanford University   1990 — 1991
MSc., Electrical Engineering

Stanford University   1987 — 1990
BSc., Electrical Engineering

Dartmouth College   1986 — 1987
Engineering Science

Karachi Grammar School   1972 — 1985
Math, Physics, Economics, Univ of Cambridge A Level & O Level

Joseph Wurzburg Joseph Wurzburg Greater Memphis Area Details
Joseph Wurzburg's Morgan Keegan & Co Inc Experience August 2008 - December 2009
Job Director, Mergers & Acquisitions at Monogram Foods
Industry Food Production
Experience
Monogram Foods  July 2015 - Present
JPMorgan Chase & Co.   April 2015 - June 2015
JPMorgan Chase & Co.   September 2013 - March 2015
JPMorgan Chase & Co.   June 2012 - August 2012
Monogram Foods  April 2010 - August 2011
PlaNet Finance  September 2010 - February 2011
Morgan Keegan & Co Inc   August 2008 - December 2009
Morgan Keegan & Co Inc   July 2005 - July 2008

Skills
Financial Analysis, International..., Non-profit Volunteer, Business Strategy, Data Analysis, Investment Banking, Valuation, Private Equity, Corporate Finance, Financial Modeling, Finance, Mergers & Acquisitions

Education
Columbia Business School   2011 — 2013
Master of Business Administration (MBA), Finance, General

The University of Texas at Austin   2002 — 2005
Bachelor of Arts (B.A.), Economics

University of Michigan   2001 — 2002
Liberal Arts Honors Progam

Todd M. Parsons Todd M. Parsons Montgomery, Alabama Area Details
Todd M. Parsons's Morgan Keegan & Co Inc Experience October 1988 - August 2001
Job Partner, ParsonsBroach Financial Services, LLC Financial Advisor RJFS
Industry Investment Management
Experience
Raymond James Financial Services  June 2011 - Present
Synovus  August 2001 - June 2011
Morgan Keegan & Co Inc   October 1988 - August 2001

Skills
Securities, Financial Advisory, Series 7, Retirement Planning, Portfolio Management, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Asset Managment, Investment Advisory, Investment Strategies, Uniform Combined State..., Financial Analysis, Mutual Funds, 401k Plans, Stocks, Bonds, Unit Trusts, Municipal Bonds, Life Insurance, Trust Services, Trust Management, Charitable Trusts, Endowments, Charitable Gift Planning, Cash Balance Retirement..., Finance, Financial Services

Education
Auburn University   1983 — 1988
Bachelor’s Degree, Finance, General

Trinity Presbyterian School   1971 — 1983

David Stella, CFP, CIMA David Stella, CFP, CIMA Orlando, Florida Area Details
David Stella, CFP, CIMA's Morgan Keegan & Co Inc Experience 2002 - March 2008
Job Senior Vice President | Wealth Management
Industry Financial Services
Experience
Wells Fargo Private Bank  March 2008 - Present
Morgan Keegan & Co Inc   2002 - March 2008
SunTrust Bank  1998 - 2002
Bank of America  1996 - 1998
Morgan Stanley  1994 - 1996

Education
University of Notre Dame - Mendoza College of Business   2011 — 2013
Master of Business Administration (MBA), Finance & Strategy

University of Pennsylvania - The Wharton School   2007 — 2007
(CIMA) Certified Investment Management Analyst

University of Central Florida - College of Business Administration   1990 — 1994
BSBA, Finance

Marilyn Melson-Pham Marilyn Melson-Pham Greater Memphis Area Details
Marilyn Melson-Pham's Morgan Keegan & Co Inc Experience December 1997 - August 1999
Job Owner at Beautiful Lawn & Landscape
Industry Consumer Services
Experience
SUPERMOM   December 1998 - Present
Beautiful Lawn & Landscape   April 2000 - July 2015
Binswanger Glass  October 1999 - January 2000
Morgan Keegan & Co Inc   December 1997 - August 1999
Retirement Communities of America   January 1996 - October 1997
STAR ENTERPRISES  April 1989 - November 1995

Education
Remington College-Memphis Campus   1995 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Jack Rainer Jack Rainer United States Details
Jack Rainer's Morgan Keegan & Co Inc Experience June 2004 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
Career Personnel Service, Inc.   December 2013 - August 2014
Morgan Keegan & Co Inc   June 2004 - April 2012
Sandler O'Neill & Partners, L.P.   June 2003 - August 2003
Sterne, Agee & Leach, Inc   January 1999 - January 2002
American Event Tents   January 1995 - January 1998

Skills
Equity Trading, Capital Markets, FINRA, Trading, Equities, Series 63, Bloomberg, Securities, Investments

Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance

Auburn University
Bachelor of Science (B.S.), Finance

Angela Beckley Angela Beckley Nashville, Tennessee Details
Angela Beckley's Morgan Keegan & Co Inc Experience May 2007 - January 2010
Job Senior Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   February 2012 - Present
Morgan Keegan & Co Inc   May 2007 - January 2010
Hilliard Lyons  September 2005 - May 2007

Education
Oral Roberts University   1989 — 1992
Bachelor of Science (BS), Communications

Elizabeth Cartwright Elizabeth Cartwright Savannah, Georgia Area Details
Elizabeth Cartwright's Morgan Keegan & Co Inc Experience August 2000 - February 2004
Job
Industry Financial Services
Experience
Kelly Services  January 2014 - April 2014
CBC National Bank  August 2012 - January 2014
Southeastern Bank  March 2010 - July 2010
SunTrust  May 2008 - March 2010
Morgan Keegan & Co Inc   August 2000 - February 2004
Morgan Keegan & Co Inc   August 2000 - March 2001
Union Planters Bank  August 1999 - August 2000
US Army  January 1992 - August 1994

Skills
Microsoft Office, English, PowerPoint, Microsoft Word, Research, Microsoft Excel, Strategic Planning, Training, Customer Service, Team Building, Leadership, Public Speaking, Operations Management, Team Leadership, Loan Origination, Investment Banking, Asset Allocation, Organizational..., Analytical Skills

Education
Colorado Technical University   2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services

Colorado Technical University   2009 — 2012
Bachelor of Business Administration (B.B.A.), Human Resources Management

Scott Hutson Scott Hutson Memphis, Tennessee Details
Scott Hutson's Morgan Keegan & Co Inc Experience 1990 - 1994
Job Experienced Sales & Marketing Professional
Industry Professional Training & Coaching
Experience
U.S. Learning, Inc.   1995 - September 2014
iLearningGlobal.tv  2009 - 2011
Auralog, Inc.   2006 - 2008
YELLOWBOOK, USA  2003 - 2005
Morgan Keegan & Co., Inc.   1990 - 1994

Education
University of Mississippi - School of Business Administration   1986 — 1990
B.B.A., Marketing

Ridgeway High School   1985 — 1986

Kay Ayers Kay Ayers Franklin, Tennessee Details
Kay Ayers's Morgan Keegan & Co Inc Experience December 2001 - April 2012
Job Strategic Planning Specialist at Aetna
Industry Insurance
Experience
Aetna  October 2012 - Present
Morgan Keegan & Co Inc   December 2001 - April 2012
J.C. Bradford & Company   August 1994 - June 2000

Skills
Management, Strategic Planning, Insurance, Project Management, Customer Service, Leadership, Program Management, Underwriting

Education
Millikin University
Bachelor of Fine Arts (B.F.A.), Theatre/Dance

Daniel Bamrick, Jr. Daniel Bamrick, Jr. Memphis, Tennessee Details
Daniel Bamrick, Jr.'s Morgan Keegan & Co Inc Experience 2008 - 2010
Job Account Manager at Power & Telephone Supply Company
Industry Telecommunications
Experience
Power & Telephone Supply Company  January 2015 - Present
Various Local Newspapers   January 2013 - December 2014
University of Georgia  2009 - 2011
Morgan Keegan & Co., Inc.   2008 - 2010

Skills
SPSS

Education
The University of Memphis   2011 — 2012
Bachelor of Arts (B.A.), History and Foreign Languages

John Pigg John Pigg Austin, Texas Details
John Pigg's Morgan Keegan & Co Inc Experience 1993 - 1995
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2000 - Present
Prudential Financial  1995 - 1999
Morgan Keegan & Co Inc   1993 - 1995
Capitol Securities   1979 - 1993
Austin Securities   1977 - 1979
Onion Creek Country Club   1975 - 1977

Skills
Investment Planning, Asset, Retirement Planning;, Retirement, 401, Risk, Multigenerational..., Investments, Marketing, Retirement Planning, Management

Education
Stephen F. Austin State University   1969 — 1974
Bachelor's degree, Education

Alex Putnam Alex Putnam Austin, Texas Area Details
Alex Putnam's Morgan Keegan & Co Inc Experience June 2012 - July 2012
Job Recent Graduate from Texas Christian University
Industry Financial Services
Experience
Beetnik Foods   May 2013 - July 2013
Morgan Keegan & Co Inc   June 2012 - July 2012

Skills
Photoshop, Microsoft Excel, Microsoft Word, Adobe Acrobat, Adobe Bridge, Economics, PowerPoint, Strategic Planning

Education
Texas Christian University   2011 — 2015
Bachelor of Science (B.S.), Economics

University of Arkansas   2010 — 2011

Westlake High School   2006 — 2010

Josh Fendley Josh Fendley North Little Rock, Arkansas Details
Josh Fendley's Morgan Keegan & Co Inc Experience March 2005 - April 2007
Job Portfolio Manager, Strategist, Community Connector
Industry Investment Management
Experience
Regions Financial Corporation  April 2007 - Present
Morgan Keegan & Co Inc   March 2005 - April 2007
Edward Jones  September 2004 - March 2005
Centennial Bank  May 2004 - September 2004
U.S. Bank   August 2002 - May 2004

Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Profile Development, Strategic Planning, Business Strategy, Team Building, Project Management, Management Consulting, Consulting, Organizational..., Business Development, New Business Development, Leadership Development, Coaching, Community Service, Community Engagement, Community Development, Local Economic..., Project Planning, Business Planning, Public Health, Public Speaking, Non-profit Leadership, Non-profit Consulting, Non-profit Development, Customer Service

Education
Ouachita Baptist University
Psychology

University of Arkansas at Little Rock
Psychology

Erin Menard Erin Menard Houston, Texas Details
Erin Menard's Morgan Keegan & Co Inc Experience January 2007 - May 2010
Job
Industry Oil & Energy
Experience
Breitburn Energy  October 2014 - Present
BETA Land Services  May 2010 - September 2014
Morgan Keegan & Co Inc   January 2007 - May 2010

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Onshore

Education
Louisiana State University   2002 — 2006
Bachelor of Science, Computer and Information Systems Security/Information Assurance

Lauren Sekerke, CFA Lauren Sekerke, CFA Memphis, Tennessee Details
Lauren Sekerke, CFA's Morgan Keegan & Co Inc Experience March 2007 - April 2011
Job Director of Investments at Revolution Partners, LLC
Industry Investment Management
Experience
Revolution Partners, LLC   February 2015 - Present
Dimensional Fund Advisors  July 2013 - February 2015
Morgan Keegan  July 2010 - February 2013
Morgan Keegan & Co., Inc.   March 2007 - April 2011
Morgan Keegan & Co., Inc.   February 2006 - March 2007
Legg Mason Wood Walker, Inc  May 2005 - August 2005

Skills
Mutual Funds, Investments, Series 7, Due Diligence, Morningstar, Asset Allocation, Portfolio Management

Education
The University of Chicago - Booth School of Business   2010 — 2013
Master of Business Administration (MBA)

Lehigh University   2003 — 2006
B.S

David M. Williams, CFP®, 王大卫 David M. Williams, CFP®, 王大卫 Greater Memphis Area Details
David M. Williams, CFP®, 王大卫's Morgan Keegan & Co Inc Experience 1999 - 2003
Job Comprehensive Personal Financial Planning and Wealth Management
Industry Financial Services
Experience
Wealth Strategies Group, Inc.   June 2004 - Present
Business Enhancement Associates   July 2003 - Present
TransEarth Group   January 2011 - June 2011
FPA of the Mid-South   1996 - 2006
RBC TN-2   1990 - 2005
Regions Morgan Keegan Trust  2002 - 2003
Morgan Keegan & Co., Inc.   1999 - 2003
Kelman-Lazarov, Inc   1981 - 1999
College for Financial Planning  January 1990 - December 1990

Skills
Finance, Management Consulting, Risk Management, Strategic Financial..., Business Planning, Small Business, Entrepreneurship, Strategic Planning, Investments, Analysis, Management, Funding, Executive Management, Mergers & Acquisitions, Financial Forecasting, Due Diligence, Leadership, Employee Benefits, Training, Asset Protection, Asset Management, Financial Services, Mergers, Budgets, Strategy, Managerial Finance, Project Planning, Asset Managment, Wealth, Credit, Tax, Financial Reporting, HNW Wealth Management, Team Building, Marketing, Marketing Strategy, Public Speaking, Customer Service, Wealth Management, Portfolio Management, Social Networking, Business Strategy, Consulting

Education
Theocratic Ministry School   1964 — 2022
Ongoing provision of education in congregations of Jehovah's Witnesses., Preparation for Field and Congregational Ministry., Designed to provide advancement on the individual level.

Johns Hopkins University - Bloomberg School of Public Health   2012 — 2012
Principles of Obesity Economics

University of Michigan   2012 — 2012
Finance, General

College for Financial Planning   1983 — 1985
CFP

Madison High School   1970 — 1974
Restaurant/Food Services Management

Robert Hester Robert Hester Knoxville, Tennessee Details
Robert Hester's Morgan Keegan & Co Inc Experience August 2008 - February 2013
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  February 2013 - Present
Morgan Keegan & Co Inc   August 2008 - February 2013

Skills
Retirement Planning, Mutual Funds, Financial Advisory, Wealth Management, Strategic Financial..., Securities, Investment Advisory, Financial Planners, Estate Planning, Retirement, Asset Allocation, Networking, Group Insurance, Personal Finance, 401k Rollovers

Education
University of Tennessee-Knoxville   2007 — 2010
Bachelor of Arts (BA)

Carson-Newman College   2006 — 2007
Piano Performance

Jonathan G. Cameron, CFP® Jonathan G. Cameron, CFP® Miami, Florida Details
Jonathan G. Cameron, CFP®'s Morgan Keegan & Co Inc Experience March 2008 - October 2011
Job CoFounder & CERTIFIED FINANCIAL PLANNER™ at CameronDowning
Industry Financial Services
Experience
CameronDowning, LLC   September 2014 - Present
Zeiders Enterprises, Inc.   September 2014 - Present
Equity Services, Inc.   November 2011 - September 2014
Morgan Keegan & Co., Inc.   March 2008 - October 2011
Ameriprise Financial Services, Inc.   November 2006 - January 2008

Education
Florida International University   2003 — 2007
B.A. in English, Cum Laude

Brad Ziemba Brad Ziemba Denver, Colorado Details
Brad Ziemba's Morgan Keegan & Co Inc Experience June 2002 - October 2003
Job VP, Compliance Officer Fixed Income Capital Markets at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   June 2013 - Present
Duncan-Williams, Inc.   October 2003 - June 2013
Morgan Keegan & Co Inc   June 2002 - October 2003
Charles Schwab  March 2000 - June 2002

Education
University of Notre Dame - Mendoza College of Business   2013 — 2015
Master of Business Administration (MBA), cum laude

The University of Memphis   1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance

Bob Driskell Jr. Bob Driskell Jr. Dallas/Fort Worth Area Details
Bob Driskell Jr.'s Morgan Keegan & Co Inc Experience March 2006 - February 2013
Job Senior Vice President,Investments at Raymond James
Industry Financial Services
Experience
Raymond James & Associates  February 2013 - Present
Morgan Keegan & Co Inc   March 2006 - February 2013
RBC Capital Markets  March 1986 - March 2006

Education
Texas Christian University - M.J. Neeley School of Business   1983 — 1984
MBA, Business

Trinity University   1978 — 1981
BA, Business

Patrick J. Conger Patrick J. Conger United States Details
Patrick J. Conger's Morgan Keegan & Co Inc Experience January 2004 - March 2008
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  November 2011 - Present
UBS Wealth Management  March 2008 - November 2011
Morgan Keegan & Co., Inc.   January 2004 - March 2008
Robert W. Baird & Co.   January 2001 - December 2003
Ernst & Young  September 1997 - December 2000

Skills
Wealth Management, Asset Allocation, Retirement Planning, College Education..., Mutual Funds, Securities, Municipal Bonds, Disability Insurance, Licensed Life Insurance..., Variable Annuities, Fixed Annuities, Series 7, Series 6, Budget Process

Education
Belmont University - Jack C. Massey Graduate School of Business   2007 — 2007
Executive Certificate, Financial Planning

College for Financial Planning   2004 — 2004
AAMS, Accredited Asset Management Specialist

Trevecca Nazarene University   1993 — 1997
BBA, Concentration in Accounting

Peter J. Gaughan, AIF® Peter J. Gaughan, AIF® Cincinnati Area Details
Peter J. Gaughan, AIF®'s Morgan Keegan & Co Inc Experience October 2007 - April 2012
Job First Vice President, Investments & Investment Management Consultantat Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc.   February 2013 - Present
Morgan Keegan & Co., Inc.   October 2007 - April 2012
UBS Financial Services, Inc.   November 2004 - October 2007
Citigroup Smith Barney  September 1988 - October 2004

Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Financial Advisory, Series 7, Securities, Finance, Insurance, Business Analysis, Change Management, Retirement Planning, Mergers & Acquisitions, Investment Management

Education
University of Cincinnati   1974 — 1979
BUP, Architecture, Design, Urban Planning, Economics

John Carroll University   1973 — 1974
History

Claire MacPhail Young Claire MacPhail Young Raleigh-Durham, North Carolina Area Details
Claire MacPhail Young's Morgan Keegan & Co Inc Experience 2004 - 2008
Job Senior Vice President
Industry Financial Services
Experience
Weston Banks Wealth Partners   December 2013 - Present
Morgan Keegan & Co., Inc.   2004 - 2008
Edward Jones Investments  2001 - 2004
Knowledge Alliance  1999 - 2001
Prudential Securities  1998 - 1999

Skills
Financial Services

Education
North Carolina State University
Psychology

Sarah Anderson Sutton Sarah Anderson Sutton Greater Memphis Area Details
Sarah Anderson Sutton's Morgan Keegan & Co Inc Experience May 2009 - February 2013
Job Branch Manager RJA Investment Central at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates  February 2013 - Present
Morgan Keegan & Co., Inc.   May 2009 - February 2013
Morgan Keegan  October 2007 - May 2009
Morgan Keegan  February 2004 - October 2007
Morgan Keegan  June 2002 - February 2004
Morgan Keegan  February 2000 - June 2002

Skills
Series 7, Securities, Wealth Management, Mutual Funds, Asset Allocation, Equities, Strategic Financial..., Portfolio Management, Retirement Planning, Series 63, Investment Advisory, Asset Management, Process Improvement, Risk Management, Series 24, Investments

Education
The University of Memphis   1996 — 2001
Bachelors, Finance

Robert Burns, CFA, AIF Robert Burns, CFA, AIF Tampa/St. Petersburg, Florida Area Details
Robert Burns, CFA, AIF's Morgan Keegan & Co Inc Experience August 2006 - April 2012
Job Director Institutional Consulting at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc.   April 2012 - Present
Morgan Keegan & Co., Inc.   August 2006 - April 2012
McDonald Investments  December 1997 - August 2006
McDonald and Company   1997 - 2006
Federal Reserve Bank of Cleveland  March 1993 - December 1997
United States Marine Corps  August 1988 - March 1993

Skills
Foundations, Endowments, Alternative Investments, Hedge Funds, Investment Advisory, Financial Advisory, Mutual Funds, Performance Measurement, Institutional..., High Net Worth..., Fiduciary, Asset Allocation, Banking, Investment Policy..., Series 7

Education
Security Industry Institute - Wharton Business School, University of Pennsylvania   2005 — 2007
na, Executive Education Program

Bowling Green State University   1985 — 1988
BS, Finance

University of Toledo   1983 — 1985
n/a, business

Steve Smalling Steve Smalling Chattanooga, Tennessee Details
Steve Smalling's Morgan Keegan & Co Inc Experience May 1987 - April 2012
Job Senior Vice President National Housing Group
Industry Investment Banking
Experience
Raymond James Financial, Inc.   April 2012 - Present
Morgan Keegan & Co Inc   May 1987 - April 2012

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
University of Pennsylvania - The Wharton School   1984 — 1986
MBA, Finance

University of Tennessee-Knoxville   1978 — 1982
Business, Accounting (Management Science Option)

Baylor School - Chattanooga   1975 — 1978
High school diploma

Jason Ross Jason Ross Greater Nashville Area Details
Jason Ross's Morgan Keegan & Co Inc Experience 1998 - 2001
Job Vice PresidentPopulation Health at LifePoint Health
Industry Hospital & Health Care
Experience
LifePoint Health  June 2015 - Present
Healthcare Bluebook  January 2014 - June 2015
The Advisory Board Company  February 2013 - January 2014
BlueCross BlueShield of Tennessee  April 2012 - February 2013
HealthSpring  March 2009 - April 2012
Applied Spine Technologies  October 2007 - March 2009
Healthways, Inc  March 2006 - October 2007
Abbott Spine  May 2003 - March 2006
Depuy International (A Johnson & Johnson Company)   November 2002 - May 2003
Morgan Keegan & Co Inc   1998 - 2001

Skills
Business Development, Business Strategy, Strategy, Strategic Partnerships, Start-ups, Product Development, Leadership, Healthcare, Strategic Planning, Management Consulting, Medicare, Forecasting, Marketing, Management, Medical Devices, Program Management, Mergers & Acquisitions, Cross-functional Team..., Marketing Strategy, Budgets, Operations Management

Education
The University of Texas at Austin - The Red McCombs School of Business   2004 — 2006
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Brown University   1994 — 1998
BA, History, Pre-Med

Craig Demoss Craig Demoss Greater Memphis Area Details
Craig Demoss's Morgan Keegan & Co Inc Experience April 2008 - April 2012
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

Freddy Edgerton Freddy Edgerton Birmingham, Alabama Area Details
Freddy Edgerton's Morgan Keegan & Co Inc Experience September 2004 - Present
Job VP Compliance Officer at Morgan Keegan & Co., Inc.
Industry Investment Management
Experience
Morgan Keegan & Co., Inc.   September 2004 - Present
Charles Schwab  1991 - 2002

Education
University of Alabama at Birmingham   1980 — 1982
BA, Philosophy

Belhaven University   1974 — 1978
BA, Bible

Stacey Hamilton Cammack Stacey Hamilton Cammack Cincinnati Area Details
Stacey Hamilton Cammack's Morgan Keegan & Co Inc Experience September 2006 - Present
Job Sales Associate II at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Morgan Keegan & Co., Inc.   September 2006 - Present
UBS Financial Services  June 2002 - September 2006
Salomon Smith Barney  February 2000 - June 2002

Education
Marietta College   1996 — 2000

Tyler R. Harris, Jr. Tyler R. Harris, Jr. Tallahassee, Florida Area Details
Tyler R. Harris, Jr.'s Morgan Keegan & Co Inc Experience 2001 - 2003
Job Prime Meridian Bank
Industry Banking
Experience
Prime Meridian Bank  March 2012 - Present
Hancock Bank  August 2009 - March 2012
Reliance Trust Company  May 2003 - June 2009
Morgan Keegan & Co Inc   2001 - 2003

Skills
Financial Analysis, Loans, Financial Services, Credit, Commercial Lending, Commercial Banking, Banking, Portfolio Management, Mortgage Lending, Sales, Credit Analysis, Strategic Financial..., Finance, Consumer Lending, Financial Planning

Education
Graduate School of Banking at LSU   2014 — 2016

RMA - Orlando   2012 — 2012

College of Charleston   1998 — 2003
BS, Business Administration

The University of Stirling   2000 — 2000

Trinity Episcopal High School   1995 — 1998

Joe Comer Joe Comer Greater Nashville Area Details
Joe Comer's Morgan Keegan & Co Inc Experience April 1993 - July 2005
Job Registered Principal, Raymond James Financial Services
Industry Investment Management
Experience
Pinnacle Asset Management   July 2005 - Present
Raymond James Financial Services  July 2005 - Present
Morgan Keegan & Co Inc   April 1993 - July 2005

Skills
Strategic Planning, Public Speaking, Customer Service, Sales, Leadership, Team Building, Management, Budgets, Marketing, Nonprofits

Education
Middle Tennessee State University   1982 — 1987

Tony Lucido Tony Lucido Saint Louis, Missouri Details
Tony Lucido's Morgan Keegan & Co Inc Experience April 2007 - December 2008
Job Sr. Pricing Analyst at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev  December 2011 - Present
Anheuser-Busch InBev  November 2009 - December 2011
Anheuser-Busch InBev  February 2009 - November 2009
Morgan Keegan & Co Inc   April 2007 - December 2008
Anheuser-Busch  November 2006 - April 2007
Anheuser-Busch  November 2005 - November 2006

Skills
Microsoft Excel, Customer Service, Pricing, PowerPoint, Microsoft Word, Social Media, Sales, Marketing, Leadership, Public Speaking, Business Objects, Homebrewing, Microsoft Office, Budgets

Education
Murray State University   2000 — 2004
Bachelor's Degree, Advertising

Webster University   2009 — 2009
Certificate, Web Page, Digital/Multimedia and Information Resources Design

Damon Belding Damon Belding Dallas/Fort Worth Area Details
Damon Belding's Morgan Keegan & Co Inc Experience November 2000 - June 2002
Job Equity Sales Trader at Capital Institutional Services, Inc.
Industry Financial Services
Experience
Capital Institutional Services, Inc. (CAPIS)   September 2006 - Present
JonesTrading  November 2002 - September 2006
Wunderlich Securities  June 2002 - October 2002
Morgan Keegan & Co Inc   November 2000 - June 2002
Capital Institutional Services, Inc. (CAPIS)   January 1998 - October 2000
Rock Island Securities, Inc.   August 1994 - December 1997

Skills
Hedge Funds, Equities, Series 7, Investments, Equity Trading, Securities, Series 63, Trading, FINRA, Electronic Trading, Options, Trading Systems, Bloomberg, Fixed Income, Investment Management, Portfolio Management

Education
Louisiana Tech University   1990 — 1994
B.S. Finance

Joy Moore Adams Joy Moore Adams Greater Memphis Area Details
Joy Moore Adams's Morgan Keegan & Co Inc Experience 1991 - 1996
Job Director of Human Resources at Memphis Zoo, Inc.
Industry Human Resources
Experience
Memphis Zoo, Inc.   1997 - Present
Morgan Keegan & Co., Inc.   1991 - 1996
Terminix International Company, L.P.   1986 - 1991

Skills
Management, Strategic Planning, Leadership, Event Planning, Public Speaking, Team Building, Fundraising, Training, Marketing, Budgets

Education
The University of Memphis
Bachelors, Business Administration

Rusty McKinley Rusty McKinley Baton Rouge, Louisiana Area Details
Rusty McKinley's Morgan Keegan & Co Inc Experience November 1989 - January 1998
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS  January 1998 - Present
Morgan Keegan & Co., Inc.   November 1989 - January 1998
Shearson Lehman Brothers, Inc.   October 1985 - November 1989

Education
University of Mississippi   1978 — 1984
Educational Doctrate, Health, Physical Education & Recreation

The University of Southern Mississippi   1972 — 1976
BS, Athletic Administration & Coaching

High School   1969 — 1972
HS, College Preparation

Randy Cimorelli Randy Cimorelli Dallas/Fort Worth Area Details
Randy Cimorelli's Morgan Keegan & Co Inc Experience 1986 - 1987
Job at
Industry Food Production
Experience
Batory Foods Inc  January 2012 - June 2015
Mac & Massey, LLC   August 2007 - June 2015
Massey Fair & MAC Source   January 2000 - August 2007
Massey Fair Industrial   March 1993 - December 1999
Massey Fair Industrial   April 1990 - March 1993
Capital Analyst Southeast   1987 - 1990
Morgan Keegan & Co Inc   1986 - 1987

Skills
Business Strategy, Strategic Planning, New Business Development, Mergers, Forecasting, Cross-functional Team..., Sales Management, Ingredients, Food Industry, Consumer Products, Product Development, Team Building, Sales, Supply Chain, Management, Food, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business   1997 — 1999
MBA, Strategy/Global Business

University of Alabama   1982 — 1986
BS, Corporate Finance

Tim Walls Tim Walls Birmingham, Alabama Area Details
Tim Walls's Morgan Keegan & Co Inc Experience February 2007 - September 2012
Job
Industry
Experience
Regions Bank  October 2013 - Present
ProEquities, Inc.   September 2012 - September 2013
Morgan Keegan & Co Inc   February 2007 - September 2012
AmSouth Bank  February 2001 - February 2007

Skills
Series 7, Securities, Risk Management, Banking, Financial Services, Wealth Management, Mutual Funds, Series 24, Equities, Finance, Team Building, Microsoft Office, Investment Advisory, Series 63, FINRA, Fixed Income, Anti Money Laundering, Investments

Education
Troy University   1997 — 2001
Bachelor's degree, Business Administration and Management, General

Allen McKinney Allen McKinney Nashville, Tennessee Details
Allen McKinney's Morgan Keegan & Co Inc Experience July 2007 - May 2008
Job Financial & Market Professional
Industry Oil & Energy
Experience
Eco-Energy Inc.  2011 - December 2014
Alluvion Securities, LLC   December 2008 - October 2010
Morgan Keegan & Co Inc   July 2007 - May 2008

Skills
Contract Negotiation, Leadership, Management, Negotiation, Risk Management, Finance, Analysis, Investments, Accounting, Research, Deal Structuring, Brokerage, Client Services, Deal Management, Account Management, Trade Compliance, Regulatory Compliance, Environmental Compliance, Risk Analysis, Futures Trading, Trading, International Trade, Notary Public

Education
University of Mississippi - School of Business Administration   2003 — 2007
B.B.A. Managerial Finance, Finance

University of Mississippi   2003 — 2006
B.A. Spanish, Spanish

New York University   2002 — 2003
General Studies

Shane Robertson Shane Robertson Memphis, Tennessee Details
Shane Robertson's Morgan Keegan & Co Inc Experience August 2007 - Present
Job Compliance Officer at Morgan Keegan & Co., Inc.
Industry Capital Markets
Experience
Morgan Keegan & Co., Inc.   August 2007 - Present
Morgan Keegan & Co., Inc.   September 2007 - September 2008
Tonya Cannon Robertson, O.D., PLLC / Elite Optical, LLC and Lakeview Properties of Clinton, LLC   November 2002 - August 2007
Collins & Corbin, Ltd., Certified Public Accountants   August 1999 - November 2002
Morgan Keegan & Co., Inc.   January 1997 - May 1998
Morgan Keegan & Co., Inc.   October 1994 - December 1996

Skills
Effective and concise..., Detail oriented,..., Proficient with office..., Auditing, Corporate Actions, Procurement

Education
Mississippi College   1998 — 1999
Master of Business Administration (MBA), Business Administration and Management, General

Mississippi College   1989 — 1994
Bachelor of Science in Business Administration, Accounting

James T. Ritt James T. Ritt Greater Memphis Area Details
James T. Ritt's Morgan Keegan & Co Inc Experience August 1998 - September 2012
Job General Counsel/ Chief Compliance Officer at Wunderlich Securities, Inc.
Industry Financial Services
Experience
Wunderlich Securities, Inc.   August 2015 - Present
Oyster Consulting, LLC  April 2015 - July 2015
Sterne Agee Group, Inc.   November 2012 - August 2014
Morgan Keegan & Co., Inc.   August 1998 - September 2012
Rauscher Pierce Refsnes, Inc.   October 1991 - October 1997
J.C. Bradford & Co., Inc.   May 1985 - September 1991

Skills
FINRA, Securities Regulation, Series 7, Series 24, AML, Capital Markets, Investment Advisory, Corporate Governance, Alternative Investments, Mutual Funds, Equities, SEC, Trained Mediator

Education
The John Marshall Law School   1976 — 1979
J.D.

Providence College   1972 — 1976
BA, Political Science

Jim Orick Jim Orick Memphis, Tennessee Details
Jim Orick's Morgan Keegan & Co Inc Experience January 1996 - November 1998
Job Financial Services Professional
Industry Financial Services
Experience
Raymond James Financial Inc.  1998 - Present
Morgan Keegan & Co., Inc.   January 1996 - November 1998
The City of Memphis   December 1990 - January 1996
Computer Data Sytems, Inc.   April 1989 - December 1990
CSC  November 1986 - April 1989
Parts, Inc.   December 1984 - November 1986

Skills
Analysis, Strategic Financial..., Customer Service, Asset Managment, Fixed Income, Series 7, Series 63, Equity Research, Capital Markets, Financial Services, Asset Allocation

Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Southwest Tennessee Community College
Associate of Science (A.S.), Computuer Programming

Fleury (Tricia) Fleury (Tricia) Suwanee, Georgia Details
Fleury (Tricia)'s Morgan Keegan & Co Inc Experience August 2005 - July 2012
Job Senior Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  July 2012 - Present
Morgan Keegan & Co., Inc.   August 2005 - July 2012
Legg Mason  May 2000 - August 2005

Education
Framingham State College
Bachelor of Science (BS), Clothing & Textiles

Winchester High School

Diane McConnell C.F.A. Diane McConnell C.F.A. Greater New Orleans Area Details
Diane McConnell C.F.A.'s Morgan Keegan & Co Inc Experience January 1984 - January 1990
Job managing director at Capital One
Industry Financial Services
Experience
Capital One  September 2005 - Present
Hibernia National Bank  January 2000 - September 2005
South coast capital   January 1990 - January 2000
Morgan Keegan & Co Inc   January 1984 - January 1990

Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Due Diligence, Equities, Equity Research, Hedge Funds, Securities, Private Equity, Investment Banking, Investment Management, Series 7, Investments, Financial Analysis, Capital Markets, Management, Finance, Mutual Funds

Education
University of Kentucky

Lindsay Cheatham Woodley Lindsay Cheatham Woodley Memphis, Tennessee Details
Lindsay Cheatham Woodley's Morgan Keegan & Co Inc Experience 2006 - 2007
Job Marketing Specialist at Medical Alternatives
Industry Health, Wellness and Fitness
Experience
Baptist Memorial Health Care- Medical Alternatives   July 2012 - Present
Braintree Laboratories  February 2010 - July 2012
NovaCopy  February 2007 - February 2010
Morgan Keegan & Co Inc   2006 - 2007

Education
The University of Memphis   2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Education

Edward Abany Edward Abany Boston, Massachusetts Details
Edward Abany's Morgan Keegan & Co Inc Experience 2002 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Integrity Business Solutions  July 2013 - Present
Proprietary Trading   2013 - Present
Guggenheim Partners  September 2012 - June 2013
Summer Street Research Partners  July 2011 - September 2012
Nova Capital Markets   2008 - 2011
Morgan Keegan & Co Inc   2002 - 2008
Fleet Institutional Trading   2001 - 2002
Lewtan Technologies  2000 - 2001
Fidelity Investments  1996 - 1999
Fidelity Brokerage Company  1993 - 1996

Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills

Education
Boston College
Bachelor of Arts (BA), Speech Communications

Boston Latin School

William Dinan William Dinan Charlotte, North Carolina Details
William Dinan's Morgan Keegan & Co Inc Experience July 2010 - August 2010
Job Operations Analyst Markets at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch  February 2015 - Present
Merrill Lynch  July 2013 - February 2015
The BARBRI Group  October 2011 - April 2014
U.S. Securities and Exchange Commission   June 2012 - August 2012
Morgan Keegan & Co., Inc.   July 2010 - August 2010

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Legal Research, Legal Writing, Leadership, Teamwork, Data Entry, Analysis, Relationship Building, Team Leadership

Education
The University of Alabama School of Law   2011 — 2014
Doctor of Law (J.D.), International Business, Trade, and Tax Law

University of Alabama   2007 — 2011
Bachelor of Science (BS), International Finance

Eric Eiler Eric Eiler Little Rock, Arkansas Details
Eric Eiler's Morgan Keegan & Co Inc Experience June 2001 - February 2013
Job Financial Advisor/Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial, Inc.   February 2013 - Present
Morgan Keegan & Co Inc   June 2001 - February 2013

Skills
Investments, Securities, Finance, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Retirement, Wealth Management, Series 63, Portfolio Management, Asset Management, Investment Advisory

Education
Southern Arkansas University   1997 — 2001
Bachelor's degree, Finance and Financial Management Services

Conor Hayden Conor Hayden Memphis, Tennessee Details
Conor Hayden's Morgan Keegan & Co Inc Experience July 2003 - June 2012
Job Senior Vice President, Captial Markets Municipal Bond Trading at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG  June 2012 - Present
Morgan Keegan & Co Inc   July 2003 - June 2012
Bear Stearns & Co  August 2001 - July 2003

Skills
Fixed Income, Trading, Risk Management, Capital Markets, Series 7, Series 63, Asset Management, Portfolio Management, Strategic Planning, Bonds, Employee Training

Education
College of Charleston   1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General

Amy Rousse, CPA (Inactive) Amy Rousse, CPA (Inactive) Birmingham, Alabama Area Details
Amy Rousse, CPA (Inactive)'s Morgan Keegan & Co Inc Experience September 2000 - September 2012
Job Corporate Controller, Vice President at Sterne Agee
Industry Financial Services
Experience
Sterne Agee  September 2012 - Present
Morgan Keegan & Co Inc   September 2000 - September 2012

Skills
Accounting, Budgets, Finance, Mergers

Education
Christian Brothers University   1997 — 1999
Master of Business Administration (M.B.A.), Focus in Accounting, Completed 18 hours of the MBA program

Christian Brothers University   1992 — 1996
Bachelor's Degree, Accounting

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