Morgan Keegan & Company, 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 & Company, Inc. Employees

Employee
Years
Job
Industry
Travis Milks Travis Milks Tampa/St. Petersburg, Florida Area Details
Travis Milks's Morgan Keegan & Company, Inc. Experience 2000 - 2003
Job Partner at Stonehenge Growth Equity Partners
Industry Venture Capital & Private Equity
Experience
Stonehenge Growth Equity Partners   June 2013 - Present
Stonehenge Capital  August 2008 - June 2013
Microsoft Corporation  2007 - 2007
Stonehenge Capital Company, LLC   April 2003 - May 2006
Morgan Keegan & Company, Inc.   2000 - 2003

Education
Harvard Business School   2006 — 2008
MBA

University of Tampa   1996 — 2000
B.S., Finance

Andy Murtha Andy Murtha Atlanta, Georgia Details
Andy Murtha's Morgan Keegan & Company, Inc. Experience November 2004 - February 2006
Job Data Analytics Manager at SunTrust Bank
Industry Accounting
Experience
SunTrust  August 2015 - Present
SunTrust Bank  March 2014 - August 2015
Deloitte  September 2011 - March 2014
PGi  August 2010 - September 2011
USMotivation  November 2009 - July 2010
Regions Bank  February 2006 - November 2009
Regions Bank  February 2006 - October 2007
Morgan Keegan & Company, Inc   November 2004 - February 2006

Skills
Analytics, Data Analysis, Management, Financial Analysis, Analysis, SAS Base, SAS Enterprise Guide, VBA, T-SQL, Business Process, Financial Services, Banking, Finance, Microsoft Excel, Accounting, Financial Risk, Visio, Audit Command Language, Microsoft Word, Tableau, QlikView, PowerPoint, Financial Reporting, Account Reconciliation, Insurance, SAP, Microsoft Access, Microsoft PowerPoint, Toad, Unix, Access, SAS

Education
Georgia State University   2010 — 2011
Master's of Professional Accountancy, Accounting

The University of Georgia   1998 — 2004
A.B, Economics; International Economics and Modern Industrial Organizations

John Mowry John Mowry Boulder, Colorado Details
John Mowry's Morgan Keegan & Company, Inc. Experience January 2011 - May 2011
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  November 2014 - Present
UBS  March 2013 - October 2014
Red Robin Gourmet Burgers  August 2008 - October 2014
Waddell & Reed  November 2011 - December 2012
Morgan Keegan & Company, Inc   January 2011 - May 2011
Red Robin Gourmet Burgers  March 2007 - July 2008
United States Marine Corps  August 2004 - November 2006

Education
Belmont University   2008 — 2011
Bachelor of Business Administration, Finance

New River Community College   2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General

Tom McQuiston Tom McQuiston Memphis, Tennessee Details
Tom McQuiston's Morgan Keegan & Company, Inc. Experience 1984 - 2013
Job Pittco Management, LLC
Industry Financial Services
Experience
Pittco Management, LLC   April 2014 - Present
Morgan Keegan & Company, Inc.   1984 - 2013

Skills
Hedge Funds, Investments, Private Equity, Mutual Funds, Asset Allocation, Capital Markets, Due Diligence, Mergers & Acquisitions, Fund Of Funds, Finance, Strategy, Financial Advisory, Alternative Investments, Wealth Management..., Securities, Retirement Planning, Wealth Management, Series 7, Series 63, Equities, Investment Advisory, Asset Management, Portfolio Management, Investment Management, Investment Strategies, Financial Services, Insurance, Fixed Income, Estate Planning, FINRA, Strategic Financial..., Retirement

Education
The University of Memphis   1978 — 1982
JD/MBA

Vanderbilt University   1972 — 1976
Bachelor of Arts (B.A.), Psychology

Nathaniel Klitzing, CFP® Nathaniel Klitzing, CFP® Greater St. Louis Area Details
Nathaniel Klitzing, CFP®'s Morgan Keegan & Company, Inc. Experience August 2005 - August 2008
Job Partner Cambridge Capital Management, LLC
Industry Financial Services
Experience
Cambridge Capital Management, LLC   August 2008 - Present
Morgan Keegan & Company, Inc.   August 2005 - August 2008
Bernardi Securities, Inc.   May 2004 - August 2005

Skills
Wealth Management, Investments, Investment Management, Investment Advisory, Portfolio Management, Retirement Planning, Strategic Financial..., Securities, Asset Allocation, Asset Management, Alternative Investments

Education
Southern Illinois University, Carbondale
B.S., Finance

Donna Smothermon Donna Smothermon Sarasota, Florida Details
Donna Smothermon's Morgan Keegan & Company, Inc. Experience February 2010 - April 2012
Job Registered Private Client Assistant at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  April 2012 - Present
Morgan Keegan & Company, Inc.   February 2010 - April 2012
Wells Fargo Advisors  July 2009 - February 2010

Skills
Insurance, Credit, Equity Research, Trading, Finance, Hedge Funds, Loans, Derivatives, Financial Services, Private Equity, Life Insurance, Due Diligence, 401k, Financial Risk, Uniform Combined State...

Education
University of South Florida
Bachelor of Science, Finance

Rod Hennek Rod Hennek Marietta, Georgia Details
Rod Hennek's Morgan Keegan & Company, Inc. Experience 1985 - 2012
Job Managing Director at Atlanta Consulting Group of Raymond James
Industry Investment Management
Experience
Atlanta Consulting Group of Raymond James   April 1985 - Present
Morgan Keegan & Company, Inc.   1985 - 2012

Skills
Portfolio Management, Strategic Financial..., Series 63, Alternative Investments, Wealth Management, Investment Advisory, Investment Strategies, Investment Management, Due Diligence, Retirement Planning, Hedge Funds, 401k, Series 65, Series 24, Retirement Plan..., Separately Managed..., Institutional..., Retirement, Financial Services, Investments, Equities, Business Development, Securities, Mutual Funds, Asset Management

Education
University of Arkansas at Fayetteville   1978 — 1980
Master of Science (MS), Operations Management and Supervision

United States Air Force Academy   1971 — 1975
Business Administration and Management, General

Aaron Black Aaron Black Greater New York City Area Details
Aaron Black's Morgan Keegan & Company, Inc. Experience 2006 - 2006
Job Proprietary Equity Trader
Industry Financial Services
Experience
Trillium  2010 - Present
CIT Group  2008 - 2009
Ten3 Ventures Limited   2007 - 2007
Morgan Keegan & Company, Inc.   2006 - 2006

Skills
Financial Modeling, Industry Research, Proprietary Trading, Leveraged Finance, M&A experience, Investment Banking, Due Diligence, Equity Trading

Education
Boston University Questrom School of Business   2004 — 2008
BSBA, Finance

Gulliver Preparatory School

Andy Mathes Andy Mathes Greater Atlanta Area Details
Andy Mathes's Morgan Keegan & Company, Inc. Experience 2005 - 2007
Job Executive Vice President, Business Development
Industry Venture Capital & Private Equity
Experience
United Sciences, LLC  2015 - Present
Sparus Holdings, Inc.   2013 - 2015
Source Capital, LLC  2008 - 2015
J.P. Morgan   2007 - 2008
Morgan Keegan & Company, Inc.   2005 - 2007
Jefferies LLC  2003 - 2005

Skills
Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Development, Valuation, Investments, Finance, Business Development, Options, Equities, Investment Banking, Financial Analysis, Venture Capital, Financial Modeling

Education
Emory University - Goizueta Business School   1999 — 2003
Bachelor of Business Administration (BBA), Finance

John Burroughs School   1993 — 1999

David Tannehill, CFA David Tannehill, CFA Birmingham, Alabama Details
David Tannehill, CFA's Morgan Keegan & Company, Inc. Experience 1996 - 2001
Job Director, Investment Research Group, Senior Vice President at Regions Bank
Industry Investment Management
Experience
Regions Bank  January 2012 - Present
Morgan Asset Management, Inc. (Regions Bank)   October 2004 - December 2011
Commerce Capital Management, Inc.   2001 - 2004
Morgan Keegan & Company, Inc.   1996 - 2001
Morgan Keegan & Company, Inc.   1992 - 1996
Provident Life & Accident Insurance Company  1988 - 1992
Methodist Health Systems, Inc   1985 - 1988
Ernst & Whinney  1984 - 1985

Skills
Portfolio Management, Asset Management, Equities, Investments, Alternative Investments, Valuation, Bloomberg, Due Diligence, High Yield, Financial Analysis, Financial Modeling, Credit Analysis, Asset Allocation, Wealth Management, Mutual Funds, Capital Markets, Timberland Investing, Fixed Income

Education
University of Mississippi   1983 — 1984
M.B.A., Finance

University of Mississippi   1979 — 1983
B.B.A., Managerial Finance

Cooper Hopkins Cooper Hopkins Chattanooga, Tennessee Details
Cooper Hopkins's Morgan Keegan & Company, Inc. Experience October 2010 - September 2011
Job Sales Manager BMW of Chattanooga
Industry Automotive
Experience
BMW of Chattanooga   September 2013 - Present
Tom Williams BMW/Mini of Birmingham   May 2012 - September 2013
United Capital Financial Partners, Inc  September 2011 - May 2012
Morgan Keegan & Company, Inc.   October 2010 - September 2011
ALSAC  May 2009 - August 2009
Firefly Distillery  January 2009 - April 2009
Stefner Commercial Real Estate   May 2008 - August 2008

Skills
Wealth Management, Investments, Portfolio Management, Financial Reporting, Asset Allocation, Insurance, Microsoft Office, Customer Relations, Financial Planning, Long Term Care

Education
University of Mississippi   2005 — 2009
B.B.A., Risk Management and Insurance; Minor-Real Estate

Memphis University School   2000 — 2005

David Corbett David Corbett Atlanta, Georgia Details
David Corbett's Morgan Keegan & Company, Inc. Experience November 2004 - March 2012
Job Senior Vice President at Raymond James & Associates, Inc.
Industry Investment Banking
Experience
Raymond James & Associates, Inc   April 2012 - Present
Morgan Keegan & Company, Inc.   November 2004 - March 2012
Comerica Bank  September 2003 - September 2004

Skills
Investment Banking, Series 7, Equities, Investments, Capital Markets, Portfolio Management, Fixed Income, Series 63, Financial Modeling, Securities, Valuation, Bloomberg

Education
Georgia State University - J. Mack Robinson College of Business   2001 — 2003
Master of Business Administration (M.B.A.), Finance, General

The University of Georgia   1992 — 1997
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

April Pitts, MBA April Pitts, MBA Birmingham, Alabama Area Details
April Pitts, MBA's Morgan Keegan & Company, Inc. Experience August 2002 - January 2005
Job Financial Project Manager
Industry Financial Services
Experience
Sterne Agee  April 2013 - Present
Raymond James Financial Inc.  January 2005 - April 2013
Morgan Keegan & Company, Inc.   August 2002 - January 2005
Western Star Trucks  July 1992 - July 1997

Skills
Account Reconciliation, Accounting, General Ledger, Financial Statements, Journal Entries, Fixed Assets, Auditing, Bank Reconciliation, Internal Audit, Payroll, Financial Reporting, Invoicing, Peachtree, Management, Securities, Microsoft Excel, SAGE 500 ERP, Sage FAS Fixed Assets

Education
Keller Graduate School of Management of DeVry University   2007 — 2010
MBA, Business, concentration Accounting

University of Tennessee-Knoxville   2000 — 2002
BS, Accounting

Pellissippi State Technical Community College   1997 — 2000
Associate Degree, Accounting

Jon Sanderson Jon Sanderson Birmingham, Alabama Area Details
Jon Sanderson's Morgan Keegan & Company, Inc. Experience April 1990 - May 2012
Job Senior Finance Executive, Financial Management, Investor Relations, Process Improvement, CPA
Industry Financial Services
Experience
Sterne Agee Group, Inc.   June 2012 - Present
Morgan Keegan & Company, Inc.   April 1990 - May 2012
EY LLP  August 1989 - April 1990
KPMG LLP  1988 - 1989

Skills
Series 7, Strategic Financial..., Financial Analysis, Wealth Management, Asset Managment, Investments, Due Diligence, Mergers, Accounting, Banking, Portfolio Management, Cash Management, Finance, Process Improvement, Strategic Planning, Capital Markets, Business Strategy, Project Management, Business Development, Real Estate, Asset Management, Corporate Finance, Executive Management, Financial Modeling, Financial Planning, Mergers, Valuation

Education
Mississippi State University   1983 — 1988
Bachelor of Professional Accountancy

Kim Wendell Kim Wendell Raleigh-Durham, North Carolina Area Details
Kim Wendell's Morgan Keegan & Company, Inc. Experience December 1997 - December 1999
Job Office Assistant IV / Lead Secretary at NC Department of Environment and Natural Resources
Industry Government Administration
Experience
NC Department of Environment and Natural Resources  September 2014 - Present
Duke University Medical Center  April 2012 - January 2015
Dr. Ira S. Tucker & Associates   October 2013 - April 2014
Pizzagalli Properties, LLC   August 2000 - October 2003
Formscape, LLC   January 2000 - August 2000
Morgan Keegan & Company, Inc.   December 1997 - December 1999
Mortgage Edge Corporation   February 1997 - December 1997
Lumbermen's Underwriting Alliance  June 1996 - January 1997
Consolidated Administrators   February 1995 - June 1996
NC Department of Transportation  August 1994 - January 1995

Skills
BLS, Administrative..., Cpr Certified, HIPAA, Epic Systems, Direct Patient Care, Certified NA II, EMR, Patient Safety, Vital Signs, Appointment Scheduling, Medical Records, Maestro, Customer Service, Account Management, Accounts Payable, Claims Management, Workers' Compensation..., Mortgage Underwriting, Microsoft Office, Outlook, Administrative...

Education
Appalachian State University   1990 — 1994
Bachelor of Science, Psychology

Thomas M. Hewitt Thomas M. Hewitt Jackson, Mississippi Area Details
Thomas M. Hewitt's Morgan Keegan & Company, Inc. Experience 2001 - 2001
Job Associate
Industry Legal Services
Experience
Butler Snow LLP  September 2013 - Present
CapLease, LLC, Hollingsworth Companies, LLC   January 2002 - January 2010
Morgan Keegan & Company, Inc   2001 - 2001
Legg Mason Wood Walker, Inc  2000 - 2000
Hon. Anne Northup & Hon. Roger Wicker, U.S. House of Representatives   December 1996 - May 1999
Dempsey & Carroll Stationery Engravers, LLC   January 1995 - January 1996

Education
Mississippi College School of Law   2010 — 2013
J.D., Law

University of Virginia   1999 — 2001
M.B.A., Business Administration and Management, General

University of Mississippi   1992 — 1995
B.A, Southern Studies

Dax Langley Dax Langley Athens, Georgia Details
Dax Langley's Morgan Keegan & Company, Inc. Experience 2006 - 2008
Job Wealth Advisor, Vickery Financial Services, Inc. / Vickery Langley Wealth Management
Industry Investment Management
Experience
Vickery Financial Services, Inc. / Vickery Langley Wealth Management   January 2010 - Present
Vickery Financial Services, Inc.   2008 - Present
Morgan Keegan & Company, Inc.   2006 - 2008

Skills
Finance, Customer Service, Financial Analysis, Securities, Insurance, Asset Management, Wealth Management..., Wealth Management, Financial Advisory, Investments, Investment Management, Investment Advisory, Retirement, Financial Services

Education
The University of Georgia   1994 — 1998
B.S

Dick Huffman Dick Huffman Greater Memphis Area Details
Dick Huffman's Morgan Keegan & Company, Inc. Experience January 1998 - January 2003
Job Associate at Marcus & Millichap
Industry Retail
Experience
Marcus & Millichap  December 2013 - Present
Memphis Pool Supply Inc.   June 2012 - November 2013
Wurzburg a division of Kent H. Landsberg   April 2010 - February 2012
Desiant Tennessee   December 2008 - August 2009
Guardian Life Insurance  February 2004 - March 2008
Morgan Keegan & Company, Inc   January 1998 - January 2003
US Army  1985 - 1987

Skills
Customer Relations, Public Relations, Copywriting, New Business Development, Real Estate Investment...

Education
The University of Memphis   1992 — 1995
BA, Broadcast Journalism

Christian Brothers University   1987 — 1989
Marketing

The Baylor School   1982 — 1984

St. Johns   1978 — 1982

Bryant North Bryant North Greater Atlanta Area Details
Bryant North's Morgan Keegan & Company, Inc. Experience August 2000 - October 2004
Job Financial Consultant North Financial Consultants LLC
Industry Investment Management
Experience
North Financial Consultants LLC   December 2008 - Present
Raymond James Financial Services, Inc.   October 2004 - December 2008
Morgan Keegan & Company, Inc.   August 2000 - October 2004
A.G. Edwards & Sons, Inc.   July 1998 - August 2000
Raymond James & Associates, Inc.   November 1993 - July 1998

Skills
Annuities, Mutual Funds, 401k, 529 Plans, Roth IRA

Education
Florida Atlantic University   1989 — 1992
BA, Finance

Mary Grace McQuiston Mary Grace McQuiston Memphis, Tennessee Details
Mary Grace McQuiston's Morgan Keegan & Company, Inc. Experience June 2010 - August 2010
Job Senior Financial Analyst at Mercer Capital
Industry Financial Services
Experience
Mercer Capital  2014 - Present
Mercer Capital  2011 - 2014
Morgan Keegan & Company, Inc   June 2010 - August 2010

Education
Sewanee-The University of the South   2007 — 2011
BA, Economics

St. Mary's Episcopal School

Lewis M. Young, MBA, CIMA® Lewis M. Young, MBA, CIMA® Monroe, Louisiana Area Details
Lewis M. Young, MBA, CIMA®'s Morgan Keegan & Company, Inc. Experience February 2000 - February 2006
Job Senior Wealth Advisor at SouthTrust Advisors, LLC
Industry Financial Services
Experience
SouthTrust Advisors,LLC   April 2009 - Present
Young Asset Management, LLC   February 2006 - April 2009
Morgan Keegan & Company, Inc.   February 2000 - February 2006

Education
Tulane University - A.B. Freeman School of Business   2010 — 2011
MBA, Finance

University of Louisiana at Monroe   1994 — 1997
BBA, Accounting

Robert Critselous Robert Critselous Fayetteville, Arkansas Area Details
Robert Critselous's Morgan Keegan & Company, Inc. Experience September 1999 - April 2012
Job President at Crit Inc. dba Three Dog Bakery Northwest Arkansas
Industry Investment Banking
Experience
Crit Inc. dba Three Dog Bakery Northwest Arkansas   February 2015 - Present
Morgan Keegan & Company, Inc   September 1999 - April 2012
Stephens, Inc  August 1987 - September 1999

Skills
Equity Research, Portfolio Management, Property & Casualty..., Licensed Life & Health..., Licensed Property &..., Series 7, Series 4, Series 63, Series 55, Retirement Planning, Term Life Insurance, Relationship Management, Financial Markets, Life, Life Insurance, Hedge Funds, Mutual Funds, 401k, FINRA, Health Insurance, Insurance, Disability Insurance, Wealth Management

Education
Louisiana Tech University   1983 — 1987
Bachelor of Science (B.S.), Finance

Wesley E. Robertson Wesley E. Robertson Memphis, Tennessee Details
Wesley E. Robertson's Morgan Keegan & Company, Inc. Experience June 2010 - August 2010
Job Mortgage Underwriter at Evolve Bank and Trust
Industry Banking
Experience
Evolve Bank and Trust  September 2015 - Present
Evolve Bank and Trust  July 2012 - August 2015
College of Business: Institute for Leadership Advancement   August 2010 - May 2012
Sigma Phi Epsilon  November 2009 - November 2010
Morgan Keegan & Company, Inc   June 2010 - August 2010
Valu Merchandiser   May 2009 - August 2009
Morgan Keegan  July 2009 - July 2009
Prairie Life Fitness Center  May 2007 - August 2007

Skills
eFolio software, Excel, Bloomberg Terminal, Leadership, Finance, Accounting, Budgets, Investments, Management, Risk Management, Financial Analysis, Bloomberg, Time Management, Customer Service, Fixed Income, Microsoft Excel, Software, Mortgage Lending, Sales, Loans, Credit Analysis, Banking, Mortgage Banking, VA loans, USDA, Residential Mortgages, Capital Markets, FHA, Credit Risk, Sales Management, Mortgage Underwriting, Refinance

Education
The University of Georgia   2008 — 2012
Banking and Finance, Business

Briarcrest Christian High School   2004 — 2008

Lyndsey Wade Lyndsey Wade Greenwood, Mississippi Details
Lyndsey Wade's Morgan Keegan & Company, Inc. Experience January 2006 - October 2010
Job Teacher at Pillow Academy
Industry Hospitality
Experience
Pillow Academy   June 2014 - Present
The Alluvian Hotel   May 2011 - June 2014
Morgan Keegan & Company, Inc   January 2006 - October 2010

Skills
Sales Management, Marketing Management, Tourism, Hospitality Industry, Business Development, Market Research, Hospitality Management, Customer Service, Sales Operations, Social Media, Management, Advertising, Online Marketing

Education
Mississippi State University   1999 — 2003
Master of Business Administration (MBA), Marketing

Christian J. Leveque Christian J. Leveque Charlotte, North Carolina Details
Christian J. Leveque's Morgan Keegan & Company, Inc. Experience June 2008 - April 2012
Job Municipal Trader, Vice President at First Tryon Securities
Industry Financial Services
Experience
First Tryon Securities   September 2013 - Present
Raymond James Financial Inc.  April 2012 - June 2013
Morgan Keegan & Company, Inc.   June 2008 - April 2012
First Southwest Company  June 2006 - June 2007

Skills
Bloomberg, Series 7, Series 66, Chartered Financial..., Portfolio Management, Trading, Bonds, Credit, Fixed Income, Capital Markets, Investments, Asset Management, Financial Risk, Public Finance, Securities, Equities, Foreign Exchange

Education
Tulane University - A.B. Freeman School of Business   2007 — 2008
Master of Finance, Finance

Rhodes College   2002 — 2006
B.A., Political Science, Business Administration

Olof Bengtsson Olof Bengtsson Greater Chicago Area Details
Olof Bengtsson's Morgan Keegan & Company, Inc. Experience January 2012 - January 2012
Job Category Manager at Electrolux North America
Industry Consumer Goods
Experience
Electrolux North America  September 2013 - Present
Hull Storey Gibson LLC  August 2012 - September 2013
Augusta State University  August 2011 - May 2013
Hull Storey Gibson LLC  June 2012 - August 2012
Morgan Keegan & Company, Inc.   January 2012 - January 2012

Skills
Microsoft Excel, Management, Finance, Time Management, Microsoft Office, Real Estate, Retail, PowerPoint, Microsoft Word, Business Planning, Recruiting, Competitive Analysis, Research, Spanish, Market Research, Marketing, Social Networking, Strategic Planning, Customer Service, Leadership, Event Planning

Education
Augusta State University - College of Business Administration   2011 — 2013
Master's degree, Business Administration and Management, General

Augusta State University   2006 — 2011
Bachelor's degree, Business Administration and Management, General

Candice Monroe Candice Monroe Greater Chicago Area Details
Candice Monroe's Morgan Keegan & Company, Inc. Experience September 2003 - May 2008
Job Business Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  March 2012 - Present
FOLLETT HIGHER EDUCATION  January 2011 - March 2012
Millennium Trust Company  September 2009 - December 2010
Calamos Investments  July 2008 - January 2009
MORGAN KEEGAN & COMPANY, INC   September 2003 - May 2008

Skills
Excel, Vlookup, Trading, Stock Market, Mutual Funds, Investments, retail planning, Supply Chain, Compliance, Pivot Tables, Reuters, Alternative Investments, Fixed Income Products, RIA, IRA's, IRA Rollovers, Roth IRA, Cost Analysis, Vendor Relations, Financial Analysis, JDA, Stock trading, Series 7, Microsoft Excel, Financial Services, IRAs

Education
Sullivan University   2005 — 2007
Bachelor of Science, Finance

Spencerian College   1995 — 1998
Associate of Science, Accounting

Buddy Legens Buddy Legens Memphis, Tennessee Details
Buddy Legens's Morgan Keegan & Company, Inc. Experience January 2011 - May 2011
Job CPA, Ernst & Young Assurance
Industry Accounting
Experience
Ernst & Young, LLP   September 2013 - Present
McGladrey & Pullen, LLP   January 2012 - May 2012
Mueller Industries, Inc  August 2011 - December 2011
Morgan Keegan & Company, Inc   January 2011 - May 2011

Skills
Accounting, Auditing, Budgets, Assurance, Cost Accounting, Sarbanes-Oxley Act, External Audit, Public Speaking, Event Planning, Research, Social Media, Financial Accounting, Finance, Teamwork

Education
Rhodes College   2010 — 2012
Bachelor of Arts (B.A.), Business/Commerce, General

Wheaton College   2008 — 2009

The University of Memphis   2012 — 2013
Master of Science, Accounting

Charlie Wang Charlie Wang Greater Boston Area Details
Charlie Wang's Morgan Keegan & Company, Inc. Experience 2011 - 2012
Job Healthcare Equity Research
Industry Financial Services
Experience
MORGAN KEEGAN & COMPANY, INC.   2011 - 2012
NOBLE FINANCIAL GROUP, INC.   2010 - 2011
SCIENTIA ADVISORS, LLC   2008 - 2009
RODMAN & RENSHAW, LLC   2007 - 2008
A. G. EDWARDS & SONS, INC.   2004 - 2007
PRUDENTIAL FINANCIAL  2003 - 2004
ROCHE PHARMACEUTICALS LTD.   2002 - 2002
MASSACHUSETTS GENERAL HOSPITAL  1996 - 2001
NEW ENGLAND MEDICAL CENTER  1995 - 1996

Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Investments, Mergers & Acquisitions

Education
Cornell University - S.C. Johnson Graduate School of Management   2001 — 2003
Master of Business Administration

University of Rochester   1989 — 1995
Doctor of Philosophy, Biochemistry

Fudan University   1984 — 1988
Bachelor of Science, Genetics

Alix Sheppy Alix Sheppy West Palm Beach, Florida Area Details
Alix Sheppy's Morgan Keegan & Company, Inc. Experience August 2007 - Present
Job Client Service Associate at Morgan Keegan & Company, Inc.
Industry Financial Services
Experience
Morgan Keegan & Company, Inc.   August 2007 - Present
Capital Markets Access Company   January 2006 - May 2007
Labranche & Company   January 2000 - September 2004

Education
University of Central Florida   1994 — 1998

Scott Swearingen Scott Swearingen Greater Minneapolis-St. Paul Area Details
Scott Swearingen's Morgan Keegan & Company, Inc. Experience January 1998 - April 2006
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

Charles E. Ingram Charles E. Ingram Greater Memphis Area Details
Charles E. Ingram's Morgan Keegan & Company, Inc. Experience 1997 - 2000
Job Managing Director Capital Management and Whole Loan Trading
Industry Capital Markets
Experience
Predictive Path Trading - Capital Management   August 2011 - June 2013
Commerce Street Capital,LLC  2010 - 2011
SAMCO Capital Markets, Inc.   2004 - 2008
National Bank of Commerce - Capital Markets Group   2000 - 2004
Morgan Keegan & Company, Inc.   1997 - 2000
Meridian Capital Markets   1992 - 1995

Skills
Risk Management, Trading, Interest Rate Hedging, Hedging, Agency MBS, Correspondent Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Bonds, Bond Pricing, MBS, CMOS, Equities, Equity Trading, Exchange Traded..., Loans, Wholesale Lending, Correspondent Lending, Mortgage Servicing, Non-Conforming, Adjustable Rate Products, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Series 7, Interest Rate Risk..., Rates, Secondary Market, ETFs, Structured Finance, Mutual Funds

Education
University of North Alabama   1982 — 1986
Bachelor of Science, Finance, Economics, Quantitative Management

Grant Stephens Grant Stephens Fayetteville, Arkansas Area Details
Grant Stephens's Morgan Keegan & Company, Inc. Experience June 2002 - August 2002
Job Director of Human Resources at JB Hunt Transport Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
J. B. Hunt Transport, Inc.   October 2013 - Present
J. B. Hunt Transport, Inc.   March 2008 - October 2013
J. B. Hunt Transport, Inc.   January 2004 - February 2008
CenterPoint Energy  May 2003 - August 2003
Morgan Keegan & Company, Inc.   June 2002 - August 2002
Memphis Redbirds  June 2001 - August 2001

Skills
Employee Relations, Human Resources, Recruiting, Talent Management, Organizational..., Deferred Compensation, Workforce Planning, Employee Benefits, Performance Management, Management, Management Consulting, Succession Planning, Onboarding, Team Building, Sales, Truckload, College Recruiting, Personnel Management, Mergers & Acquisitions, Sales Compensation, Business Coaching

Education
Texas A&M University   2002 — 2003
Masters, Human Resources Management

Arkansas State University   1998 — 2002
Bachelors, Human Resources Management

Jenny King Jenny King Greater Memphis Area Details
Jenny King's Morgan Keegan & Company, Inc. Experience November 1995 - August 1997
Job Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  April 2013 - Present
Raymond James Morgan Keegan  May 2004 - February 2013
Nandy's Candy, Inc.   May 2002 - April 2004
Morgan Stanley Private Wealth Management  November 2000 - May 2002
Morgan Stanley  September 1998 - November 2000
Interstate Johnson Lane  September 1997 - August 1998
Morgan Keegan & Company, Inc.   November 1995 - August 1997

Skills
Securities License:..., Strategic Planning, Series 7, Investments, Marketing Strategy, Wealth Management, Public Relations, Mutual Funds, Social Media Marketing, Retirement Planning, Series 63, Marketing, Financial Analysis, Sales, Marketing Communications, Financial Services, Portfolio Management, Account Management, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Investment Advisory

Education
University of Kansas   1990 — 1994
Bachelor of Science (B.S.), William Allen White School of Journalism, Business Communication

Greare Sutherland, MBA Greare Sutherland, MBA Memphis, Tennessee Details
Greare Sutherland, MBA's Morgan Keegan & Company, Inc. Experience 1993 - 1998
Job Director of Operations at Chickasaw Capital Management, LLC
Industry Financial Services
Experience
Chickasaw Capital Management, LLC   August 2012 - Present
Regions Financial/Morgan Keegan & Company, Inc.   2006 - January 2011
Bank of America  2003 - 2005
INVESCO  2000 - 2003
J.C. Bradford & Co.   1998 - 2000
Morgan Keegan & Company, Inc.   1993 - 1998

Skills
Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Portfolio Management, Investments, Equities, Wealth Management, Risk Management, Security APL

Education
The University of Memphis   1991 — 1992
MBA, Finance

University of Alabama   1986 — 1990
BBA, Finance

Ryan Fischer Ryan Fischer Charlotte, North Carolina Area Details
Ryan Fischer's Morgan Keegan & Company, Inc. Experience October 2010 - April 2012
Job SVP, Restaurant Industry Specialist at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  August 2015 - Present
Dragonfly Capital Partners, LLC   May 2013 - August 2015
The PrinceRidge Group  May 2012 - May 2013
Morgan Keegan & Company, Inc.   October 2010 - April 2012
Jefferies & Company  October 2007 - October 2010
Wachovia Securities  2000 - 2007
Parker Hunter Incorporated   May 1996 - July 1998

Skills
Recapitalizations, Series 7, Investment Banking, Private Placements, Capital Raising, LBO, Capital Markets, Debt, Equities, Fixed Income, Equity Research, Alternative Investments, Equity Capital Markets, Leveraged Finance, Valuation

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2000
MBA, Finance & Corporate Strategy

University of Pittsburgh   1992 — 1996
BA, Business Administration & Economics

Andy Tatman Andy Tatman Greater Nashville Area Details
Andy Tatman's Morgan Keegan & Company, Inc. Experience June 2004 - March 2006
Job Tenth Street Capital
Industry Venture Capital & Private Equity
Experience
Tenth Street Capital   September 2013 - Present
Harbert Management Corporation  March 2006 - September 2013
Morgan Keegan & Company, Inc.   June 2004 - March 2006
Morgan Keegan & Company, Inc.   July 2001 - June 2004

Education
University of Kentucky   1997 — 2001
Bachelor of Business Administration (BBA), Finance, Economics

Richard Aldridge Richard Aldridge Greater Memphis Area Details
Richard Aldridge's Morgan Keegan & Company, Inc. Experience January 2000 - January 2002
Job Systems Analyst I at International Paper
Industry Information Technology and Services
Experience
International Paper  October 2012 - Present
Protech  January 2011 - September 2012
TBC Corporation  July 2009 - January 2011
Service Assurance   January 2008 - July 2009
Dell, Inc  January 2006 - December 2007
Regions Financial Corporation  2002 - 2006
Morgan Keegan & Company, Inc   January 2000 - January 2002

Skills
VMware, Servers, Disaster Recovery, SAN, Virtualization, Windows Server, Storage Area Networks, Active Directory, Storage, EMC Storage, NAS, Troubleshooting, Firewalls, Routers, Dell PowerEdge Servers, vSphere, DHCP, Hardware, VMware Infrastructure, Cluster, Data Center, Switches, Infrastructure, NetApp, VMware ESX, Networking, Windows XP, Software Documentation, Backup Exec, Visio, Citrix, Business Continuity, Software Installation, Clariion, DNS, Microsoft Exchange, Netbackup, Cisco Technologies, VDI in a Box, DAS, Connectrix, BartPE, VDI, Security, Citrix Metaframe, XP, Enterprise Software, System Administration, NetApp Filers, NetBackup

Education
Delta State University   1995 — 1999
BA, Computer Analysis/Business Management

William Scofield William Scofield Greater Memphis Area Details
William Scofield's Morgan Keegan & Company, Inc. Experience October 2001 - August 2012
Job Wealth Management Professional
Industry Financial Services
Experience
Morgan Keegan & Company, Inc.   October 2001 - August 2012
Arthur Andersen LLP  September 1996 - September 2001
Cecil D. Smith & Associates   December 1993 - August 1996

Skills
CFP®, Series 7, Series 9, 10, Series 66, Wealth Management, License to Practice Law..., Licensed Life & Health..., Retirement Planning, Asset Allocation, FINRA, High Net Worth..., Trust Services, Estate Planning, Charitable Gift Planning

Education
University of Tennessee College of Law   1988 — 1991
Doctor of Jurisprudence, Law

University of Tennessee-Knoxville - College of Business Administration   1987 — 1988
Master of Accountancy (MAcc), Taxation

University of Tennessee-Knoxville - College of Business Administration   1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting, with Honors

Hays Mabry Hays Mabry Houston, Texas Details
Hays Mabry's Morgan Keegan & Company, Inc. Experience July 2008 - May 2010
Job Investor Relations at Memorial Resource Development
Industry Oil & Energy
Experience
Memorial Resource Development LLC  May 2014 - Present
LINN Energy, LLC  August 2013 - April 2014
LINN Energy, LLC  January 2012 - July 2013
Wells Fargo Securities  June 2010 - August 2011
Morgan Keegan & Company, Inc.   July 2008 - May 2010

Education
Jones Graduate School of Business, Rice University   2015 — 2017
Master of Business Administration (M.B.A.)

Southern Methodist University - Cox School of Business   2004 — 2008
BBA, BA

Memphis University School   1998 — 2004

John M. Williams John M. Williams Birmingham, Alabama Area Details
John M. Williams's Morgan Keegan & Company, Inc. Experience June 1998 - June 2007
Job Vice President at Leavell Investment Management
Industry Financial Services
Experience
Leavell Investment Management   June 2007 - Present
Morgan Keegan & Company, Inc   June 1998 - June 2007

Skills
Tactical Asset..., Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Investments

Education
University of Alabama   1974 — 1978
B.S., Finance

Brent Nicks Brent Nicks Greater Memphis Area Details
Brent Nicks's Morgan Keegan & Company, Inc. Experience March 2008 - June 2011
Job Senior Vice President / Chief Compliance Officer Investment Advisory Services
Industry Financial Services
Experience
Wunderlich Securities  October 2013 - Present
Raymond James Financial Inc.  February 2012 - September 2013
Raymond James / Morgan Keegan   June 2011 - February 2012
Morgan Keegan & Company, Inc.   March 2008 - June 2011
First Tennessee Brokerage / First Horizon Investment Services   January 2004 - March 2008
First Tennessee Brokerage / First Horizon Investment Services   December 2000 - December 2003

Skills
Securities, Risk Management, Series 24, Financial Risk, Series 7, Series 63, Finance, Compliance Regulations, Insurance, Banking, Loans, Investments, General Securities..., Sales Management, Personnel Supervision, Series 65, Investment Sales, Investment Advisory, Bank Management, Financial Advisory, Credit, Soccer Coaching

Education
Auburn University   1989 — 1993
Bachelor of Science in Business Administration, Finance

David Seahorn David Seahorn Greater Memphis Area Details
David Seahorn's Morgan Keegan & Company, Inc. Experience 2000 - Present
Job Managing Director in Fixed Income Capital Markets, Raymond James
Industry Financial Services
Experience
Morgan Keegan & Company, Inc.   2000 - Present
Federal Express  June 1985 - December 2000

Skills
Fixed Income, Management, Investments, Marketing Strategy, Analysis, Project Management, SQL, VB.NET, SSIS, Software Development, Software Project..., Business Intelligence, Microsoft SQL Server, SDLC

Education
The University of Memphis   1991 — 1998
BS, Electrical Engineering

Christian Brothers University   1984 — 1988
Computer Science

Evangelical Christian School   1973 — 1984
Diploma

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