Morgan Keegan & Company, Inc.
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, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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