Morgan Keegan & Company
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 & Company Employees
Employee
Years
Job
Industry
Keith Meyers Keith Meyers's Morgan Keegan & Company Experience March 2005 - April 2012
Job
Industry Investment Banking
Experience
Raymond James April 2012 - Present
Morgan Keegan & Company March 2005 - April 2012
Raymond James July 2000 - March 2005
Deloitte & Touche July 1995 - July 1998
Skills
Investment Banking, Mergers & Acquisitions, Public Equity Offerings, Private Equity, Debt Placements, Private Placements, Valuation, Capital Markets, Capital Raising, Corporate Finance, Due Diligence, Financial Modeling, Financial Services, IPO, Strategy
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Finance
Washington University in St. Louis 1991 — 2005
BSBA, Dual Major - Accounting/Finance
Raymond James April 2012 - Present
Morgan Keegan & Company March 2005 - April 2012
Raymond James July 2000 - March 2005
Deloitte & Touche July 1995 - July 1998
Skills
Investment Banking, Mergers & Acquisitions, Public Equity Offerings, Private Equity, Debt Placements, Private Placements, Valuation, Capital Markets, Capital Raising, Corporate Finance, Due Diligence, Financial Modeling, Financial Services, IPO, Strategy
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Finance
Washington University in St. Louis 1991 — 2005
BSBA, Dual Major - Accounting/Finance
Brandt McDonald Brandt McDonald's Morgan Keegan & Company Experience 1989 - 1994
Job Managing Partner, McDonald, Barranco, & Hagen, Wealth Management
Industry Financial Services
Experience
McDonald, Barranco & Hagen Wealth Management April 1998 - Present
LPL Financial 2007 - 2014
Dean Witter 1994 - 1998
Morgan Keegan & Company 1989 - 1994
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Series 63, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, IRAs, Financial Advisory, Estate Planning, Investment Management, Financial Services
Education
Auburn University 1985 — 1989
Bachelor of Science, Finance
Jefferson Davis High School 1982 — 1985
Montgomery, AL
McDonald, Barranco & Hagen Wealth Management April 1998 - Present
LPL Financial 2007 - 2014
Dean Witter 1994 - 1998
Morgan Keegan & Company 1989 - 1994
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Investments, Series 63, Strategic Financial..., Fixed Annuities, Investment Advisory, Securities, IRAs, Financial Advisory, Estate Planning, Investment Management, Financial Services
Education
Auburn University 1985 — 1989
Bachelor of Science, Finance
Jefferson Davis High School 1982 — 1985
Montgomery, AL
Andrew Simmons Andrew Simmons's Morgan Keegan & Company Experience 2011 - 2012
Job Investment Banking & Capital Markets at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Wells Fargo Securities 2015 - Present
SunTrust Robinson Humphrey 2012 - 2015
Morgan Keegan & Company 2011 - 2012
Bank of America 2010 - 2011
Merrill Lynch 2009 - 2009
Merrill Lynch 2005 - 2008
MCI, Inc. 2003 - 2005
GE Power & Water 2002 - 2003
Raymond James & Associates, Inc May 2001 - August 2002
Skills
Capital IQ, Finance, MS Office Suite, Zephyr Style Advisor, Factset, Bloomberg Terminal, Financial Analysis, Oracle PL/SQL, Monte Carlo Simulation, DCF Valuation, Internal Rate of Return..., NPV Analysis, LBO Analysis, Alternative Investment..., Accretion/dilution, Private Equity, Hedge Funds, REIT, Commercial Real Estate..., High Yield Bonds, Leveraged Finance, Leveraged Lending, Mergers & Acquisitions, Managed Futures, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, Private Equity
Mississippi State University 1997 — 2001
BBA, Banking and Finance
Eliza Morgan Eliza Morgan's Morgan Keegan & Company Experience June 2011 - August 2011
Job Financial Analyst II; Financial Planning & Analysis at Raytheon
Industry Defense & Space
Experience
Raytheon, Space and Airborne Systems (SAS) July 2015 - Present
Raytheon July 2013 - July 2015
Raytheon, Intelligence, Information and Services January 2015 - June 2015
Raytheon, Global Business Services July 2014 - January 2015
Raytheon, Space and Airborne Systems (SAS) January 2014 - July 2014
Raytheon Missile Systems July 2013 - January 2014
Allstate May 2012 - August 2012
American University September 2009 - May 2012
Morgan Keegan & Company June 2011 - August 2011
Office of Congressman Jim Cooper May 2010 - July 2010
Skills
Leadership, Teamwork, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Access, Analysis, Event Planning, Strategic Financial..., Customer Service
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Business Administration: Finance & Marketing, 3.98 GPA
Raytheon, Space and Airborne Systems (SAS) July 2015 - Present
Raytheon July 2013 - July 2015
Raytheon, Intelligence, Information and Services January 2015 - June 2015
Raytheon, Global Business Services July 2014 - January 2015
Raytheon, Space and Airborne Systems (SAS) January 2014 - July 2014
Raytheon Missile Systems July 2013 - January 2014
Allstate May 2012 - August 2012
American University September 2009 - May 2012
Morgan Keegan & Company June 2011 - August 2011
Office of Congressman Jim Cooper May 2010 - July 2010
Skills
Leadership, Teamwork, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Financial Analysis, Access, Analysis, Event Planning, Strategic Financial..., Customer Service
Education
American University - Kogod School of Business 2009 — 2013
Bachelor of Science, Business Administration: Finance & Marketing, 3.98 GPA
Kathy Ridley Kathy Ridley's Morgan Keegan & Company Experience 1990 - 2012
Job Marketing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities September 2014 - Present
Raymond James Financial Inc. March 2012 - August 2014
Morgan Keegan & Company 1990 - 2012
Skills
Corporate Communications, Strategic Communications, Internal Communications, Public Relations, Event Management, Integrated Marketing, Internal & External..., Corporate Events, Financial Services, Marketing, Leadership, Executive Management, Management, Campaign Management, Strategic Media...
Education
The University of Memphis
Master of Business Administration (MBA), Marketing
The University of Memphis
Bachelor of Business Administration (BBA), Marketing, advertising
Wunderlich Securities September 2014 - Present
Raymond James Financial Inc. March 2012 - August 2014
Morgan Keegan & Company 1990 - 2012
Skills
Corporate Communications, Strategic Communications, Internal Communications, Public Relations, Event Management, Integrated Marketing, Internal & External..., Corporate Events, Financial Services, Marketing, Leadership, Executive Management, Management, Campaign Management, Strategic Media...
Education
The University of Memphis
Master of Business Administration (MBA), Marketing
The University of Memphis
Bachelor of Business Administration (BBA), Marketing, advertising
Wes Barker Wes Barker's Morgan Keegan & Company Experience June 2007 - June 2010
Job Program Analyst at US Department of Health and Human Services
Industry Government Administration
Experience
US Department of Health and Human Services August 2012 - Present
United States Department of Defense May 2011 - August 2011
Morgan Keegan & Company June 2007 - June 2010
Skills
Policy Analysis, Public Policy, Government, Federal Government, Policy, Program Evaluation, Public Health, Public Administration, Data Analysis, Grants, Politics, Qualitative Research, Research, Program Management, Analysis, Microsoft Office, International Relations, Microsoft Excel
Education
The University of Texas at Dallas 2010 — 2012
MS, International Political Economy
Rhodes College 2003 — 2007
BS, International Relations and Affairs
US Department of Health and Human Services August 2012 - Present
United States Department of Defense May 2011 - August 2011
Morgan Keegan & Company June 2007 - June 2010
Skills
Policy Analysis, Public Policy, Government, Federal Government, Policy, Program Evaluation, Public Health, Public Administration, Data Analysis, Grants, Politics, Qualitative Research, Research, Program Management, Analysis, Microsoft Office, International Relations, Microsoft Excel
Education
The University of Texas at Dallas 2010 — 2012
MS, International Political Economy
Rhodes College 2003 — 2007
BS, International Relations and Affairs
Vickie Wise, CFP®, CLU® Vickie Wise, CFP®, CLU®'s Morgan Keegan & Company Experience July 1996 - September 1998
Job SVP | Client Advisor | The Private Bank, Bank of Texas Specializing in Investments | Estate Planning
Industry Financial Services
Experience
The Private Bank Bank of Texas September 1998 - Present
Southern Methodist University 2009 - 2010
Morgan Keegan & Company July 1996 - September 1998
Llama Company March 1993 - June 1996
Llama Company May 1988 - March 1993
Nabob Operating Company, Inc. January 1982 - April 1987
Education
Southern Methodist University 2005 — 2007
Certificate Program in Financial Planning, Financial Planning
University of Arkansas
Bachelor of Science (BS), Finance and Financial Management Services, GPA: 3.84/4.00 GPA in Finance: 4.00/4.00
Tulsa Junior College
Associate's degree, Accounting and Finance, GPA: 3.83/4.00 GPA in Accounting 4.00/4.00
The Private Bank Bank of Texas September 1998 - Present
Southern Methodist University 2009 - 2010
Morgan Keegan & Company July 1996 - September 1998
Llama Company March 1993 - June 1996
Llama Company May 1988 - March 1993
Nabob Operating Company, Inc. January 1982 - April 1987
Education
Southern Methodist University 2005 — 2007
Certificate Program in Financial Planning, Financial Planning
University of Arkansas
Bachelor of Science (BS), Finance and Financial Management Services, GPA: 3.84/4.00 GPA in Finance: 4.00/4.00
Tulsa Junior College
Associate's degree, Accounting and Finance, GPA: 3.83/4.00 GPA in Accounting 4.00/4.00
Matthew Leeson Matthew Leeson's Morgan Keegan & Company Experience February 2011 - April 2012
Job Business Analyst at CGI
Industry Information Technology and Services
Experience
CGI February 2014 - Present
Raymond James Financial Inc. April 2012 - December 2012
Morgan Keegan & Company February 2011 - April 2012
Best Buy August 2008 - May 2009
Skills
Economics, Analysis, Microsoft Office, Microsoft Excel, Software Testing Life..., Business Analysis, Financial Services, Oracle SQL Developer, Financial Analysis
Education
The University of Tennessee at Chattanooga 2011 — 2013
Bachelor of Science (B.S.), Economics
CGI February 2014 - Present
Raymond James Financial Inc. April 2012 - December 2012
Morgan Keegan & Company February 2011 - April 2012
Best Buy August 2008 - May 2009
Skills
Economics, Analysis, Microsoft Office, Microsoft Excel, Software Testing Life..., Business Analysis, Financial Services, Oracle SQL Developer, Financial Analysis
Education
The University of Tennessee at Chattanooga 2011 — 2013
Bachelor of Science (B.S.), Economics
Keith Pinkley Keith Pinkley's Morgan Keegan & Company Experience March 2011 - December 2011
Job Vice President, Division Sales Manager at Athene USA
Industry Financial Services
Experience
Athene Annuity & Life Assurance Company December 2011 - Present
Morgan Keegan & Company March 2011 - December 2011
Ameriprise Financial May 1998 - November 2008
MetLife January 1990 - May 1998
Skills
Financial Services, Series 7, Fixed Annuities, Retirement, Insurance, Retirement Planning, Series 63, Sales Management, Series 6, Mutual Funds, Wealth Management, Variable Annuities, Corporate Sales..., Long-term Care, Sales, 401k, Asset Management, Series 65, Life Insurance, Term Life Insurance, FINRA, Leadership
Education
University of Arkansas
Athene Annuity & Life Assurance Company December 2011 - Present
Morgan Keegan & Company March 2011 - December 2011
Ameriprise Financial May 1998 - November 2008
MetLife January 1990 - May 1998
Skills
Financial Services, Series 7, Fixed Annuities, Retirement, Insurance, Retirement Planning, Series 63, Sales Management, Series 6, Mutual Funds, Wealth Management, Variable Annuities, Corporate Sales..., Long-term Care, Sales, 401k, Asset Management, Series 65, Life Insurance, Term Life Insurance, FINRA, Leadership
Education
University of Arkansas
Shelly Baker, CFP, CTFA, CDFA Shelly Baker, CFP, CTFA, CDFA's Morgan Keegan & Company Experience October 1991 - May 2004
Job Assistant Vice President, Private Wealth Management at SunTrust
Industry Financial Services
Experience
SunTrust September 2014 - Present
Legacy Wealth Management July 2009 - August 2014
Waddell & Associates June 2004 - December 2008
Morgan Keegan & Company October 1991 - May 2004
Skills
Portfolio Management, Finance, Financial Services, Strategic Financial..., Management, 401k, Certified Financial..., Graduated from..., Wealth Management, High Net Worth..., Retirement Planning, Financial Goals, Wealth Management..., Wealth, Retirement, Financial Planners, Separately Managed..., Funding, Pensions, Estate Planning, Trusts
Education
Cannon Financial Institute 2010 — 2010
Personal Trust I, II, & III Graduate Certificant, Personal Trust & Administration
College for Financial Planning 2005 — 2006
CFP Certification Program Graduate Certificate, Financial Planning and Services
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
SunTrust September 2014 - Present
Legacy Wealth Management July 2009 - August 2014
Waddell & Associates June 2004 - December 2008
Morgan Keegan & Company October 1991 - May 2004
Skills
Portfolio Management, Finance, Financial Services, Strategic Financial..., Management, 401k, Certified Financial..., Graduated from..., Wealth Management, High Net Worth..., Retirement Planning, Financial Goals, Wealth Management..., Wealth, Retirement, Financial Planners, Separately Managed..., Funding, Pensions, Estate Planning, Trusts
Education
Cannon Financial Institute 2010 — 2010
Personal Trust I, II, & III Graduate Certificant, Personal Trust & Administration
College for Financial Planning 2005 — 2006
CFP Certification Program Graduate Certificate, Financial Planning and Services
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Matt Ale's Morgan Keegan & Company Experience May 2011 - July 2011
Job Associate at American Capital Energy & Infrastructure
Industry Venture Capital & Private Equity
Experience
American Capital August 2014 - Present
Credit Suisse August 2013 - August 2014
Harris Williams & Co. June 2012 - July 2013
Morgan Keegan & Company May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Capital IQ, Sell Side, LBO, PowerPoint, Microsoft Excel, Finance
Education
Vanderbilt University 2009 — 2012
B.A., Economics
The Taft School 2004 — 2008
London School of Economics and Political Science
American Capital August 2014 - Present
Credit Suisse August 2013 - August 2014
Harris Williams & Co. June 2012 - July 2013
Morgan Keegan & Company May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Capital IQ, Sell Side, LBO, PowerPoint, Microsoft Excel, Finance
Education
Vanderbilt University 2009 — 2012
B.A., Economics
The Taft School 2004 — 2008
London School of Economics and Political Science
Bond Hopkins's Morgan Keegan & Company Experience 2003 - 2004
Job Commercial Accounts Representative at DCP Midstream
Industry Oil & Energy
Experience
DCP Midstream March 2015 - Present
DCP Midstream October 2013 - March 2015
DCP Midstream July 2013 - October 2013
DCP Midstream July 2012 - June 2013
DCP Midstream November 2011 - June 2012
PICO International Petroleum September 2007 - August 2010
SunTrust Bank May 2005 - June 2007
Morgan Keegan & Company 2003 - 2004
Skills
Financial Modeling, Energy, Financial Analysis, Valuation, Due Diligence, Risk Management, Business Development, Energy Industry, Corporate Finance, Investments, Finance, Mergers, Portfolio Management, Credit, Natural Gas, Analysis, Trading, Sarbanes-Oxley Act, Strategic Financial..., Asset Management, Commodity Markets, Forecasting, Project Finance, Financial Reporting, Mergers & Acquisitions
Education
University of Colorado at Denver 2011 — 2012
Masters of Science in Global Energy Management, Energy
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Business Administration, Finance
Memphis University School 1997 — 2001
DCP Midstream March 2015 - Present
DCP Midstream October 2013 - March 2015
DCP Midstream July 2013 - October 2013
DCP Midstream July 2012 - June 2013
DCP Midstream November 2011 - June 2012
PICO International Petroleum September 2007 - August 2010
SunTrust Bank May 2005 - June 2007
Morgan Keegan & Company 2003 - 2004
Skills
Financial Modeling, Energy, Financial Analysis, Valuation, Due Diligence, Risk Management, Business Development, Energy Industry, Corporate Finance, Investments, Finance, Mergers, Portfolio Management, Credit, Natural Gas, Analysis, Trading, Sarbanes-Oxley Act, Strategic Financial..., Asset Management, Commodity Markets, Forecasting, Project Finance, Financial Reporting, Mergers & Acquisitions
Education
University of Colorado at Denver 2011 — 2012
Masters of Science in Global Energy Management, Energy
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Business Administration, Finance
Memphis University School 1997 — 2001
Peter Fatianow Peter Fatianow's Morgan Keegan & Company Experience 1994 - 1995
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Press Box Innovations January 2015 - Present
IntelliBED/Somnia Store September 2013 - Present
Nerium International July 2012 - Present
PCI HealthDev October 2013 - May 2014
MRG II LLC January 2013 - July 2013
HEALTH INVENTURES, LLC January 2007 - February 2013
MOIRA INVESTMENT GROUP, LLC 2005 - 2008
HEALTHGRADES, INC 1999 - 2005
SPECIALTY CARE NETWORK, INC January 1996 - January 1999
Morgan Keegan & Company 1994 - 1995
Skills
Mergers, Healthcare, Entrepreneur, Corporate Finance, New Business Development, Strategic Partnerships, Hospitals, Start-ups, Business Strategy, Due Diligence, Private Equity, Business Development, Mergers & Acquisitions, Budgets, Investments, Accounting, Entrepreneurship, Valuation, Strategy, Strategic Planning, Leadership, Process Improvement, Revenue Cycle, Management, Analysis
Education
BYU 1988 — 1992
BS, Business Management/FInance
Brigham Young University 1988 — 1992
BS, Business Management - Finance
Press Box Innovations January 2015 - Present
IntelliBED/Somnia Store September 2013 - Present
Nerium International July 2012 - Present
PCI HealthDev October 2013 - May 2014
MRG II LLC January 2013 - July 2013
HEALTH INVENTURES, LLC January 2007 - February 2013
MOIRA INVESTMENT GROUP, LLC 2005 - 2008
HEALTHGRADES, INC 1999 - 2005
SPECIALTY CARE NETWORK, INC January 1996 - January 1999
Morgan Keegan & Company 1994 - 1995
Skills
Mergers, Healthcare, Entrepreneur, Corporate Finance, New Business Development, Strategic Partnerships, Hospitals, Start-ups, Business Strategy, Due Diligence, Private Equity, Business Development, Mergers & Acquisitions, Budgets, Investments, Accounting, Entrepreneurship, Valuation, Strategy, Strategic Planning, Leadership, Process Improvement, Revenue Cycle, Management, Analysis
Education
BYU 1988 — 1992
BS, Business Management/FInance
Brigham Young University 1988 — 1992
BS, Business Management - Finance
Rusty Haltom Rusty Haltom's Morgan Keegan & Company Experience January 2008 - March 2012
Job Senior Information Technology Professional
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan & Company January 2008 - March 2012
Morgan Keegan & Company January 1996 - December 2007
Morgan Keegan & Company July 1990 - December 1995
Application Data Systems, Inc. March 1988 - June 1990
Skills
Disaster Recovery, SDLC, IT Strategy, Software Development, Process Improvement, Business Analysis, SharePoint, Software Project..., IT Management, Management, Visio, Data Center, Security, Vendor Management, Microsoft SQL Server
Education
Mississippi State University 1985 — 1987
Bachelor's degree, Business Information Systems & Quantitative Analysis
Delta State University 1983 — 1985
Raymond James Financial Inc. April 2012 - June 2014
Morgan Keegan & Company January 2008 - March 2012
Morgan Keegan & Company January 1996 - December 2007
Morgan Keegan & Company July 1990 - December 1995
Application Data Systems, Inc. March 1988 - June 1990
Skills
Disaster Recovery, SDLC, IT Strategy, Software Development, Process Improvement, Business Analysis, SharePoint, Software Project..., IT Management, Management, Visio, Data Center, Security, Vendor Management, Microsoft SQL Server
Education
Mississippi State University 1985 — 1987
Bachelor's degree, Business Information Systems & Quantitative Analysis
Delta State University 1983 — 1985
Greg Thompson Greg Thompson's Morgan Keegan & Company Experience January 2001 - May 2003
Job Program Officer at The Pyramid Peak Foundation
Industry Nonprofit Organization Management
Experience
The Pyramid Peak Foundation June 2015 - Present
Tennessee Charter School Center August 2010 - May 2015
Hyde Family Foundations September 2006 - July 2010
XOS Technologies May 2005 - August 2006
Envision Schools June 2004 - August 2004
Morgan Keegan & Company January 2001 - May 2003
Skills
Corporate Development, Sports, Fundraising, Nonprofits, Strategy, Non-profits, Business Development, Program Development, Leadership, Strategic Planning, Contract Negotiation, Strategic Partnerships, Investment Banking, Leadership Development, Business Strategy, Entrepreneurship, Portfolio Management, Management, Start-ups, Investments, Private Equity, Philanthropy, Due Diligence, Social Entrepreneurship, Cross-functional Team..., Management Consulting, Executive Management, Venture Capital, Analysis, Business Planning, Organizational..., Mergers & Acquisitions, Budgets, Financial Modeling, Competitive Analysis, Program Management, Public Speaking
Education
Harvard Business School 2003 — 2005
MBA, General Management
University of Tennessee-Knoxville 1998 — 2000
BS, Finance
The Pyramid Peak Foundation June 2015 - Present
Tennessee Charter School Center August 2010 - May 2015
Hyde Family Foundations September 2006 - July 2010
XOS Technologies May 2005 - August 2006
Envision Schools June 2004 - August 2004
Morgan Keegan & Company January 2001 - May 2003
Skills
Corporate Development, Sports, Fundraising, Nonprofits, Strategy, Non-profits, Business Development, Program Development, Leadership, Strategic Planning, Contract Negotiation, Strategic Partnerships, Investment Banking, Leadership Development, Business Strategy, Entrepreneurship, Portfolio Management, Management, Start-ups, Investments, Private Equity, Philanthropy, Due Diligence, Social Entrepreneurship, Cross-functional Team..., Management Consulting, Executive Management, Venture Capital, Analysis, Business Planning, Organizational..., Mergers & Acquisitions, Budgets, Financial Modeling, Competitive Analysis, Program Management, Public Speaking
Education
Harvard Business School 2003 — 2005
MBA, General Management
University of Tennessee-Knoxville 1998 — 2000
BS, Finance
Lou Di Cerbo's Morgan Keegan & Company Experience May 1998 - July 1999
Job Experienced Capital Markets Attorney │Futures & OTC Derivatives │Regulatory Implementations │Compliance
Industry Capital Markets
Experience
Bank of America Merrill Lynch January 2009 - February 2015
Banc of America Securities August 2002 - December 2008
Limitless, Inc. January 2001 - January 2002
FlowBanking, L.L.C. May 2000 - October 2000
Morgan Keegan & Company May 1998 - July 1999
First National Bank of Chicago (now JP Morgan Chase) August 1994 - May 1998
Lehman Brothers, Inc. February 1992 - August 1994
Bank of New York (formerly known as Irving Bank Corporation) June 1986 - February 1992
Pattison, Sampson, Ginsberg & Griffin, P.C. October 1984 - May 1986
Skills
Futures Clearing, Financial Regulation, Derivatives, Interest Rate..., Capital Markets, Trading, Fixed Income, Options, Credit, Leadership, Legal Writing, Regulatory Requirements, Change Management, Team Leadership, Legal Issues, Social Networking, Legal Support, Legal Services, Futures, Documentation, Securities
Education
Boston University School of Law 1981 — 1984
Juris Doctor, Law
Hamilton College 1977 — 1981
B.A., History and Government
Bank of America Merrill Lynch January 2009 - February 2015
Banc of America Securities August 2002 - December 2008
Limitless, Inc. January 2001 - January 2002
FlowBanking, L.L.C. May 2000 - October 2000
Morgan Keegan & Company May 1998 - July 1999
First National Bank of Chicago (now JP Morgan Chase) August 1994 - May 1998
Lehman Brothers, Inc. February 1992 - August 1994
Bank of New York (formerly known as Irving Bank Corporation) June 1986 - February 1992
Pattison, Sampson, Ginsberg & Griffin, P.C. October 1984 - May 1986
Skills
Futures Clearing, Financial Regulation, Derivatives, Interest Rate..., Capital Markets, Trading, Fixed Income, Options, Credit, Leadership, Legal Writing, Regulatory Requirements, Change Management, Team Leadership, Legal Issues, Social Networking, Legal Support, Legal Services, Futures, Documentation, Securities
Education
Boston University School of Law 1981 — 1984
Juris Doctor, Law
Hamilton College 1977 — 1981
B.A., History and Government
Emily Breen Emily Breen's Morgan Keegan & Company Experience January 2010 - April 2012
Job Benefits Account Manager at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial July 2013 - Present
Morgan Keegan & Company January 2010 - April 2012
Skills
Customer Service, Administrative..., Communication, Account Management, Employee Benefits, Insurance, Sales, Leadership, Microsoft Office, Team Building, Life Insurance
Education
The University of Memphis 2005 — 2009
Bachelor's degree, Communication, General
Shoemaker Financial July 2013 - Present
Morgan Keegan & Company January 2010 - April 2012
Skills
Customer Service, Administrative..., Communication, Account Management, Employee Benefits, Insurance, Sales, Leadership, Microsoft Office, Team Building, Life Insurance
Education
The University of Memphis 2005 — 2009
Bachelor's degree, Communication, General
T. Ryan Harkins, CFA's Morgan Keegan & Company Experience January 1997 - June 2000
Job Portfolio Manager at Chartwell Investment Partners
Industry Investment Management
Experience
Chartwell Investment Partners January 2007 - Present
Credit Suisse June 2002 - December 2006
Morgan Keegan & Company January 1997 - June 2000
Skills
Portfolio Management, Hedge Funds, Private Equity, Equities, Strategy, Equity Research, Investment Banking, Leadership, Funding, Asset Management, Alternative Investments, Investments, Valuation, Research, Asset Allocation, Investment Management, Financial Modeling, Bloomberg, Capital, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance and Entrepreneurial Management
Duke University 1992 — 1996
BA, Economics
Chartwell Investment Partners January 2007 - Present
Credit Suisse June 2002 - December 2006
Morgan Keegan & Company January 1997 - June 2000
Skills
Portfolio Management, Hedge Funds, Private Equity, Equities, Strategy, Equity Research, Investment Banking, Leadership, Funding, Asset Management, Alternative Investments, Investments, Valuation, Research, Asset Allocation, Investment Management, Financial Modeling, Bloomberg, Capital, Securities
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance and Entrepreneurial Management
Duke University 1992 — 1996
BA, Economics
Tyler Bolander's Morgan Keegan & Company Experience June 2006 - December 2009
Job Area Vice President, Director of Sales at Arthur J. Gallagher & Co.
Industry Human Resources
Experience
Arthur J. Gallagher & Co. July 2015 - Present
Mercer January 2010 - June 2015
Morgan Keegan & Company June 2006 - December 2009
Skills
Deferred Compensation, Retirement, Employee Benefits, Executive Pay, Benefits Administration, Leadership, Employee Relations
Education
Purdue University 2001 — 2004
Indiana University Bloomington
BA
Arthur J. Gallagher & Co. July 2015 - Present
Mercer January 2010 - June 2015
Morgan Keegan & Company June 2006 - December 2009
Skills
Deferred Compensation, Retirement, Employee Benefits, Executive Pay, Benefits Administration, Leadership, Employee Relations
Education
Purdue University 2001 — 2004
Indiana University Bloomington
BA
Keith Overton, MBA Keith Overton, MBA's Morgan Keegan & Company Experience August 2010 - March 2013
Job Chief Technologist at Footballguys.com
Industry Internet
Experience
Footballguys.com April 2003 - Present
Memphis Foundry ByteWorks March 2013 - Present
Morgan Keegan & Company August 2010 - March 2013
Morgan Keegan & Company February 2008 - July 2010
Morgan Keegan & Company November 2000 - January 2008
Kroger May 1985 - July 2002
Morgan Keegan & Company December 1996 - October 2000
Morgan Keegan & Company October 1995 - November 1996
Morgan Keegan & Company August 1994 - September 1995
Tennessee Small Business Development Center (TSBDC) August 1992 - July 1994
Skills
IT Strategy, Integration, Cloud Computing, Project Management, Disaster Recovery, Security, Management, Web Development, Software Development, Strategy, Process Improvement, Networking, Vendor Management, SharePoint, Strategic Planning, E-commerce, Active Directory, Data Center, Windows Server, Visio, Business Analysis, Information Technology, Infrastructure, Solution Architecture, System Deployment, Enterprise Architecture, IT Management, Program Management, PMO, Technical Support, Project Planning, Mobile Applications, VMware, ITIL, SDLC, Business Intelligence, Enterprise Software, Microsoft Technologies, Information Architecture, Software Project..., Thought Leadership, Virtualization, Business Continuity, Information Security, Mobile Technology, MS Project, System Administration, Application Architecture, Architectures, Architecture
Education
The University of Memphis 1992 — 1994
Master of Business Administration (MBA), Management Information Systems and Services, 4.0
The University of Memphis 1986 — 1990
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.91
Raleigh-Egypt High School 1982 — 1986
High School Diploma, Science and Mathematics
Footballguys.com April 2003 - Present
Memphis Foundry ByteWorks March 2013 - Present
Morgan Keegan & Company August 2010 - March 2013
Morgan Keegan & Company February 2008 - July 2010
Morgan Keegan & Company November 2000 - January 2008
Kroger May 1985 - July 2002
Morgan Keegan & Company December 1996 - October 2000
Morgan Keegan & Company October 1995 - November 1996
Morgan Keegan & Company August 1994 - September 1995
Tennessee Small Business Development Center (TSBDC) August 1992 - July 1994
Skills
IT Strategy, Integration, Cloud Computing, Project Management, Disaster Recovery, Security, Management, Web Development, Software Development, Strategy, Process Improvement, Networking, Vendor Management, SharePoint, Strategic Planning, E-commerce, Active Directory, Data Center, Windows Server, Visio, Business Analysis, Information Technology, Infrastructure, Solution Architecture, System Deployment, Enterprise Architecture, IT Management, Program Management, PMO, Technical Support, Project Planning, Mobile Applications, VMware, ITIL, SDLC, Business Intelligence, Enterprise Software, Microsoft Technologies, Information Architecture, Software Project..., Thought Leadership, Virtualization, Business Continuity, Information Security, Mobile Technology, MS Project, System Administration, Application Architecture, Architectures, Architecture
Education
The University of Memphis 1992 — 1994
Master of Business Administration (MBA), Management Information Systems and Services, 4.0
The University of Memphis 1986 — 1990
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, 3.91
Raleigh-Egypt High School 1982 — 1986
High School Diploma, Science and Mathematics
Martina Manning's Morgan Keegan & Company Experience February 2000 - December 2001
Job MBA, Lean Six Sigma Green Belt
Industry Financial Services
Experience
QualCore Consulting, LLC January 2015 - Present
Anitram Properties June 2013 - Present
Fitch Ratings, Inc November 2007 - July 2011
Morgan Keegan & Company February 2000 - December 2001
University of West Florida January 2001 - April 2001
Raymond James & Associates January 1998 - January 2000
University of West Florida March 1996 - December 1997
Merit Behavioral Care Systems October 1992 - August 1995
Skills
Financial Analysis, Investments, Finance, Valuation, Loans, Investment Banking, Credit, Corporate Finance, Financial Structuring, Structured Finance, Mergers & Acquisitions, Business Development, Strategy, Bonds, Forecasting, Marketing Strategy, Analysis, Financial Risk, Wealth Management, Asset Management, Business Strategy, Portfolio Management, Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Lean Six Sigma, Green Belt
Education
University of West Florida - College of Business
MBA, Finance
USF Continuing Education
Auburn University
BA, Psychology, Marketing, Speech Communications
QualCore Consulting, LLC January 2015 - Present
Anitram Properties June 2013 - Present
Fitch Ratings, Inc November 2007 - July 2011
Morgan Keegan & Company February 2000 - December 2001
University of West Florida January 2001 - April 2001
Raymond James & Associates January 1998 - January 2000
University of West Florida March 1996 - December 1997
Merit Behavioral Care Systems October 1992 - August 1995
Skills
Financial Analysis, Investments, Finance, Valuation, Loans, Investment Banking, Credit, Corporate Finance, Financial Structuring, Structured Finance, Mergers & Acquisitions, Business Development, Strategy, Bonds, Forecasting, Marketing Strategy, Analysis, Financial Risk, Wealth Management, Asset Management, Business Strategy, Portfolio Management, Capital Markets, Fixed Income, Financial Modeling, Bloomberg, Lean Six Sigma, Green Belt
Education
University of West Florida - College of Business
MBA, Finance
USF Continuing Education
Auburn University
BA, Psychology, Marketing, Speech Communications
Jim Harwood's Morgan Keegan & Company Experience 1992 - 2000
Job President at Fabricating Services, Inc.
Industry Business Supplies and Equipment
Experience
Fabricating Services, Inc. March 2013 - Present
Wunderlich Securities January 2001 - February 2013
Morgan Keegan & Company 1992 - 2000
Wolters Kluwer July 1988 - May 1991
Skills
Mergers & Acquisitions, Finance, Middle Market, Growth Capital, Investment Banking, Capital Markets, Series 7, Valuation, Private Equity, Investments, Equities, Financial Modeling, Corporate Finance, Portfolio Management, Hedge Funds, Mergers, Business Valuation, LBO
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Millsaps College 1983 — 1987
BBA, Finance
Fabricating Services, Inc. March 2013 - Present
Wunderlich Securities January 2001 - February 2013
Morgan Keegan & Company 1992 - 2000
Wolters Kluwer July 1988 - May 1991
Skills
Mergers & Acquisitions, Finance, Middle Market, Growth Capital, Investment Banking, Capital Markets, Series 7, Valuation, Private Equity, Investments, Equities, Financial Modeling, Corporate Finance, Portfolio Management, Hedge Funds, Mergers, Business Valuation, LBO
Education
Emory University - Goizueta Business School 1991 — 1993
MBA, Finance
Millsaps College 1983 — 1987
BBA, Finance
Toby Wann's Morgan Keegan & Company Experience October 1997 - September 2000
Job Partner at Obsidian Research Group
Industry Hospital & Health Care
Experience
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Obsidian Research Group October 2012 - Present
Avondale Partners June 2009 - July 2011
Duncan-Williams, Inc. December 2008 - June 2009
BB&T Capital Markets March 2005 - August 2008
FedEx Services October 2000 - November 2004
Morgan Keegan & Company October 1997 - September 2000
Methodist/Le Bonheur Healthcare October 1996 - October 1997
Skills
Financial Modeling, Healthcare, Healthcare Analytics, Business Analysis, Microsoft Office, Healthcare Management, Industry Analysis, Financial Analysis, Competitive Analysis, Microsoft Excel, Microsoft Word, Equity Research, Excel, Equities, Market Research, Research, Investments, Equity Valuation, Valuation, Finance, Capital Markets, Series 7, Corporate Finance, Investor Relations, Analysis, Forecasting, Public Speaking
Education
University of Alabama 1991 — 1995
B.S., Business Administration; Healthcare Management
The University of Memphis 1996 — 1997
Master of Business Administration, Finance
Scott Swearingen's Morgan Keegan & Company Experience April 2006 - September 2008
Job Compliance Officer at Gradient Securities / Gradient Advisors
Industry Financial Services
Experience
Gradient Securities / Gradient Wealth Management November 2013 - Present
Allied Beacon Partners April 2013 - October 2013
Woodbury Financial Services December 2011 - April 2013
Morgan Keegan & Company April 2006 - September 2008
Morgan Keegan & Company, Inc. January 1998 - April 2006
Morgan Keegan & Company, Inc. February 1994 - January 1998
Morgan Keegan & Company, Inc. August 1992 - January 1994
Skills
FINRA, Securities, Series 24, Series 63, Series 7, Investments
Education
Christian Brothers University
MBA
Christian Brothers University
BS, Economics/Finance
Gradient Securities / Gradient Wealth Management November 2013 - Present
Allied Beacon Partners April 2013 - October 2013
Woodbury Financial Services December 2011 - April 2013
Morgan Keegan & Company April 2006 - September 2008
Morgan Keegan & Company, Inc. January 1998 - April 2006
Morgan Keegan & Company, Inc. February 1994 - January 1998
Morgan Keegan & Company, Inc. August 1992 - January 1994
Skills
FINRA, Securities, Series 24, Series 63, Series 7, Investments
Education
Christian Brothers University
MBA
Christian Brothers University
BS, Economics/Finance
John Brooks, CFA, CPA (inactive)'s Morgan Keegan & Company Experience January 2005 - July 2011
Job CFO, Southern Towing Company, Inc.
Industry Maritime
Experience
Southern Towing Company October 2012 - Present
Wunderlich Securities November 2011 - October 2012
Pritchard Capital Partners July 2011 - November 2011
Morgan Keegan & Company January 2005 - July 2011
KPMG June 2003 - December 2004
Skills
Valuation, Private Equity, Investment Banking, Financial Analysis, Financial Modeling, Capital Markets, Corporate Finance, Finance, Mergers, Strategic Planning
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
Masters, Accounting
Haslam College of Business at the University of Tennessee 1998 — 2002
B.S., Accounting
Southern Towing Company October 2012 - Present
Wunderlich Securities November 2011 - October 2012
Pritchard Capital Partners July 2011 - November 2011
Morgan Keegan & Company January 2005 - July 2011
KPMG June 2003 - December 2004
Skills
Valuation, Private Equity, Investment Banking, Financial Analysis, Financial Modeling, Capital Markets, Corporate Finance, Finance, Mergers, Strategic Planning
Education
Haslam College of Business at the University of Tennessee 2002 — 2003
Masters, Accounting
Haslam College of Business at the University of Tennessee 1998 — 2002
B.S., Accounting
Adrian L. Thurstin's Morgan Keegan & Company Experience August 2007 - March 2009
Job
Industry Financial Services
Experience
Regions Bank March 2014 - Present
Florida State University August 2013 - March 2014
Raymond James Financial Inc. May 2009 - February 2013
Morgan Keegan & Company August 2007 - March 2009
Skills
Finance, Financial Services, Risk Management, Budgets, Economics, Mutual Funds, Financial Advisory, Alternative Investments, Equities, Research, Wealth Management, Portfolio Management, Credit, Due Diligence, Long-term Care, Insurance, Retirement, Fixed Income Strategies, R, Stata, Bloomberg Terminal, LaTeX, BondEdge, APX
Education
University of Alabama at Birmingham 2004 — 2009
Double B.A., Economics and Political Science, 3.97
Regions Bank March 2014 - Present
Florida State University August 2013 - March 2014
Raymond James Financial Inc. May 2009 - February 2013
Morgan Keegan & Company August 2007 - March 2009
Skills
Finance, Financial Services, Risk Management, Budgets, Economics, Mutual Funds, Financial Advisory, Alternative Investments, Equities, Research, Wealth Management, Portfolio Management, Credit, Due Diligence, Long-term Care, Insurance, Retirement, Fixed Income Strategies, R, Stata, Bloomberg Terminal, LaTeX, BondEdge, APX
Education
University of Alabama at Birmingham 2004 — 2009
Double B.A., Economics and Political Science, 3.97
Courtland Williams's Morgan Keegan & Company Experience January 2011 - April 2012
Job Complex Manager and Advisor at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates 2003 - Present
Morgan Keegan & Company January 2011 - April 2012
Morgan Keegan & Company January 2007 - January 2010
Morgan Keegan & Company January 2003 - January 2007
Skills
Wealth Management, Retirement Planning, Investments, Management, Training, Coaching
Education
Auburn University, College of Business
Bachelor's degree, Marketing
Raymond James & Associates 2003 - Present
Morgan Keegan & Company January 2011 - April 2012
Morgan Keegan & Company January 2007 - January 2010
Morgan Keegan & Company January 2003 - January 2007
Skills
Wealth Management, Retirement Planning, Investments, Management, Training, Coaching
Education
Auburn University, College of Business
Bachelor's degree, Marketing
James Terwilliger's Morgan Keegan & Company Experience 2000 - 2005
Job Vice President Healthcare Strategies at Newport Coast Securities, Inc.
Industry Capital Markets
Experience
Newport Coast Securities, Inc. June 2014 - Present
Wunderlich Securities May 2013 - Present
The Benchmark Company, LLC January 2012 - May 2013
Duncan-Williams, Inc. 2008 - August 2012
Neurorecovery, Inc. 2006 - 2008
Neurorecovery, Inc. 2005 - 2006
Morgan Keegan & Company 2000 - 2005
Sanders Morris Harris, Inc. 1998 - 2000
Needham & Company, Inc. 1997 - 1998
Johnson & Johnson Health Care Systems Inc. 1995 - 1997
Skills
Financial Analysis, Valuation, Equities, Mergers, Financial Modeling, Capital Markets, Series 7, Mergers & Acquisitions, Strategy, Private Equity, Due Diligence, Leadership, Investment Banking, Investments, Finance, Competitive Analysis, Equity Research, Fixed Income, Securities
Education
Yale University School of Medicine 1992 — 1994
Master's Degree in Public Health (MPH), Health Care Management & Health Care Finance
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor of Science in Public Administration, Minor concentration in Allied Health Services Administration
Newport Coast Securities, Inc. June 2014 - Present
Wunderlich Securities May 2013 - Present
The Benchmark Company, LLC January 2012 - May 2013
Duncan-Williams, Inc. 2008 - August 2012
Neurorecovery, Inc. 2006 - 2008
Neurorecovery, Inc. 2005 - 2006
Morgan Keegan & Company 2000 - 2005
Sanders Morris Harris, Inc. 1998 - 2000
Needham & Company, Inc. 1997 - 1998
Johnson & Johnson Health Care Systems Inc. 1995 - 1997
Skills
Financial Analysis, Valuation, Equities, Mergers, Financial Modeling, Capital Markets, Series 7, Mergers & Acquisitions, Strategy, Private Equity, Due Diligence, Leadership, Investment Banking, Investments, Finance, Competitive Analysis, Equity Research, Fixed Income, Securities
Education
Yale University School of Medicine 1992 — 1994
Master's Degree in Public Health (MPH), Health Care Management & Health Care Finance
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor of Science in Public Administration, Minor concentration in Allied Health Services Administration
L. Shawn Breskow's Morgan Keegan & Company Experience 1995 - 1997
Job Vice President Commercial Banking at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2012 - Present
RGP 2008 - 2012
SFG Capital Markets 2006 - 2008
PNC Bank, Inc. 1999 - 2006
Dain Rauscher Wessels, Inc. 1997 - 1999
Morgan Keegan & Company 1995 - 1997
Education
Belmont University 2013 — 2014
Master's Degree, Accounting
University of Tennessee-Knoxville
MBA, Finance/International Business
University of Tennessee-Knoxville
BA, Geology
U.S. Bank 2012 - Present
RGP 2008 - 2012
SFG Capital Markets 2006 - 2008
PNC Bank, Inc. 1999 - 2006
Dain Rauscher Wessels, Inc. 1997 - 1999
Morgan Keegan & Company 1995 - 1997
Education
Belmont University 2013 — 2014
Master's Degree, Accounting
University of Tennessee-Knoxville
MBA, Finance/International Business
University of Tennessee-Knoxville
BA, Geology
Eugene Bledsoe, CFA, FRM's Morgan Keegan & Company Experience 2004 - 2005
Job Vice President at FTN Financial
Industry Capital Markets
Experience
FTN Financial May 2006 - Present
Morgan Keegan & Company 2004 - 2005
Skills
Series 7, Series 63
Education
The University of Memphis
MBA, Fogelman College of Buisness and Economics
CFA
FRM
FRM, Financial Risk Manager
University of Georgia - Terry College of Business
BBA, Economics
Memphis University School
Boys Preparatory School
FTN Financial May 2006 - Present
Morgan Keegan & Company 2004 - 2005
Skills
Series 7, Series 63
Education
The University of Memphis
MBA, Fogelman College of Buisness and Economics
CFA
FRM
FRM, Financial Risk Manager
University of Georgia - Terry College of Business
BBA, Economics
Memphis University School
Boys Preparatory School
Trip Phillips, RICP®'s Morgan Keegan & Company Experience June 1989 - April 1994
Job Financial Advisor & Retirement Plan Consultant Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Stanley Ellington Jr's Morgan Keegan & Company Experience March 1987 - May 1990
Job Executive Vice President at EquityMetrix, LLC
Industry Oil & Energy
Experience
EquityMetrix, LLC March 2009 - Present
Dahlman Rose & Co., LLC May 2007 - August 2008
Capital One Southcoast, Inc. November 1999 - May 2007
Production Management Companies, Inc. May 1990 - October 1999
Morgan Keegan & Company March 1987 - May 1990
Education
Tulane University - A.B. Freeman School of Business 1970 — 1972
MBA, Finance
EquityMetrix, LLC March 2009 - Present
Dahlman Rose & Co., LLC May 2007 - August 2008
Capital One Southcoast, Inc. November 1999 - May 2007
Production Management Companies, Inc. May 1990 - October 1999
Morgan Keegan & Company March 1987 - May 1990
Education
Tulane University - A.B. Freeman School of Business 1970 — 1972
MBA, Finance
Henry Clayton Harrington's Morgan Keegan & Company Experience April 1995 - February 1998
Job Senior Business Advisor at Generational Equity, LLC.
Industry Banking
Experience
Generational Equity, LLC. January 2011 - Present
ECI Companies November 2009 - July 2010
Sheshunoff & Co Investment Banking November 1998 - August 2009
Morgan Keegan & Company April 1995 - February 1998
Nationsbank Capital Markets, Inc. (now Bank of America) November 1986 - April 1995
Skills
Mergers & Acquisitions, Financial Analysis, Negotiation, Mergers, Executive Management, Investments, Due Diligence, Sales, Portfolio Management, Banking, Management Consulting, Investment Banking, Strategic Planning, Finance
Education
University of Mississippi
BBA, Banking and Finance
Generational Equity, LLC. January 2011 - Present
ECI Companies November 2009 - July 2010
Sheshunoff & Co Investment Banking November 1998 - August 2009
Morgan Keegan & Company April 1995 - February 1998
Nationsbank Capital Markets, Inc. (now Bank of America) November 1986 - April 1995
Skills
Mergers & Acquisitions, Financial Analysis, Negotiation, Mergers, Executive Management, Investments, Due Diligence, Sales, Portfolio Management, Banking, Management Consulting, Investment Banking, Strategic Planning, Finance
Education
University of Mississippi
BBA, Banking and Finance
James Houlton's Morgan Keegan & Company Experience September 2007 - June 2008
Job Independent Investment Management Professional
Industry Investment Management
Experience
Houlton Investments July 2008 - Present
Morgan Keegan & Company September 2007 - June 2008
Morgan Stanley July 2006 - August 2007
Houlton Investments September 2002 - June 2006
Veredus Asset Management July 2001 - August 2002
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 1996 - December 1999
Strong Capital Management July 1994 - December 1999
Kemper Financial Services June 1990 - June 1994
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Equity Research, Trading, ETFs, Financial Services, Finance, Strategy, FINRA
Education
University of Cincinnati College of Business 1985 — 1988
M.B.A., Finance and Management, 3.7
University of Cincinnati 1977 — 1983
Bachelor of Arts (B.A.), Economics, 3.2
Houlton Investments July 2008 - Present
Morgan Keegan & Company September 2007 - June 2008
Morgan Stanley July 2006 - August 2007
Houlton Investments September 2002 - June 2006
Veredus Asset Management July 2001 - August 2002
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 2000 - June 2001
Strong Capital Management January 1996 - December 1999
Strong Capital Management July 1994 - December 1999
Kemper Financial Services June 1990 - June 1994
Skills
Equities, Series 7, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Hedge Funds, Equity Research, Trading, ETFs, Financial Services, Finance, Strategy, FINRA
Education
University of Cincinnati College of Business 1985 — 1988
M.B.A., Finance and Management, 3.7
University of Cincinnati 1977 — 1983
Bachelor of Arts (B.A.), Economics, 3.2
Gill Johnson, CFP®'s Morgan Keegan & Company Experience May 2005 - December 2010
Job CFP (R)
Industry Investment Management
Experience
Morgan Keegan & Company May 2005 - December 2010
J.C. Bradford & Company November 1998 - April 2005
John Hancock Life Insurance Company (U.S.A.) January 1996 - October 1998
Education
College of Charleston 1993 — 1995
Bachelor of Arts (B.A.), American History (United States)
Christ School, Arden, North Carolina 1990 — 1991
Honors
Porter-Gaud School 1978 — 1989
Morgan Keegan & Company May 2005 - December 2010
J.C. Bradford & Company November 1998 - April 2005
John Hancock Life Insurance Company (U.S.A.) January 1996 - October 1998
Education
College of Charleston 1993 — 1995
Bachelor of Arts (B.A.), American History (United States)
Christ School, Arden, North Carolina 1990 — 1991
Honors
Porter-Gaud School 1978 — 1989
Susan Schmelzer's Morgan Keegan & Company Experience March 2011 - April 2012
Job Managing Director at Raymond James | Morgan Keegan
Industry Investment Banking
Experience
Raymond James Morgan Keegan April 2012 - Present
Morgan Keegan & Company March 2011 - April 2012
Jefferies & Company February 2009 - March 2011
DEPFA First Albany September 2007 - February 2009
First Albany Capital February 2006 - September 2007
Roosevelt & Cross, Inc. May 1993 - February 2006
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BS, Quantitative Analysis
Raymond James Morgan Keegan April 2012 - Present
Morgan Keegan & Company March 2011 - April 2012
Jefferies & Company February 2009 - March 2011
DEPFA First Albany September 2007 - February 2009
First Albany Capital February 2006 - September 2007
Roosevelt & Cross, Inc. May 1993 - February 2006
Education
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1980 — 1984
BS, Quantitative Analysis
Bart Barnett's Morgan Keegan & Company Experience November 2002 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Keegan & Company November 2002 - Present
BB&T Capital Markets August 2000 - October 2002
J.C.Bradford February 2000 - June 2000
Montgomery Securities, Bank of America 1995 - February 2000
Merrill Lynch, Pierce, Fenner and Smith May 1991 - December 1994
Education
Columbia University in the City of New York 1986 — 1990
Morgan Keegan & Company November 2002 - Present
BB&T Capital Markets August 2000 - October 2002
J.C.Bradford February 2000 - June 2000
Montgomery Securities, Bank of America 1995 - February 2000
Merrill Lynch, Pierce, Fenner and Smith May 1991 - December 1994
Education
Columbia University in the City of New York 1986 — 1990
Bart Barnett's Morgan Keegan & Company Experience November 2002 - April 2012
Job Managing Director Trading at US Capital Advisors
Industry Financial Services
Experience
US Capital Advisors September 2012 - Present
Morgan Keegan & Company November 2002 - April 2012
BB&T Capital Markets August 2000 - October 2002
J. C. Bradford February 2000 - June 2000
Montgomery Securities, Bank of America February 1995 - February 2000
Merrill Lynch May 1991 - December 1994
Education
Columbia University in the City of New York 1987 — 1990
US Capital Advisors September 2012 - Present
Morgan Keegan & Company November 2002 - April 2012
BB&T Capital Markets August 2000 - October 2002
J. C. Bradford February 2000 - June 2000
Montgomery Securities, Bank of America February 1995 - February 2000
Merrill Lynch May 1991 - December 1994
Education
Columbia University in the City of New York 1987 — 1990
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ