Morgan Keegan and 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 and Company Employees
Employee
Years
Job
Industry
Peter Allenby Peter Allenby's Morgan Keegan and Company Experience 1986 - 1991
Job Financial Services Professional helping individuals develop a sound financial strategy.
Industry Investment Management
Experience
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company March 2014 - Present
Fairfax Holdings Limited September 2011 - June 2013
Odyssey Re May 2010 - July 2011
Academy Securities, Inc. May 2010 - September 2010
Camulos Capital February 2008 - September 2008
Fortigent, LLC July 2006 - January 2008
Oppenheimer and Co., Inc. 1991 - 2006
Morgan Keegan and Company 1986 - 1991
Skills
Investments, Life Insurance, Alternative Investments, Asset Management, Hedge Funds, Equities, Financial Services, Estate Planning, Retirement, Retirement Planning, 401k Rollovers, Life Insurance..., Insurance, Securities, Fixed Income, Mutual Funds, Personal Finance, Management, Risk Management, Asset Protection, Annuity Sales, Gifting Strategies, Wealth Preservation..., FINRA, Financial Modeling, Lifetime Income..., Supplements to Employee...
Education
University of Massachusetts, Amherst 1974 — 1980
Legal Studies
Northfield Mount Hermon School 1969 — 1974
NYLIFE Securities LLC May 2014 - Present
New York Life Insurance Company March 2014 - Present
Fairfax Holdings Limited September 2011 - June 2013
Odyssey Re May 2010 - July 2011
Academy Securities, Inc. May 2010 - September 2010
Camulos Capital February 2008 - September 2008
Fortigent, LLC July 2006 - January 2008
Oppenheimer and Co., Inc. 1991 - 2006
Morgan Keegan and Company 1986 - 1991
Skills
Investments, Life Insurance, Alternative Investments, Asset Management, Hedge Funds, Equities, Financial Services, Estate Planning, Retirement, Retirement Planning, 401k Rollovers, Life Insurance..., Insurance, Securities, Fixed Income, Mutual Funds, Personal Finance, Management, Risk Management, Asset Protection, Annuity Sales, Gifting Strategies, Wealth Preservation..., FINRA, Financial Modeling, Lifetime Income..., Supplements to Employee...
Education
University of Massachusetts, Amherst 1974 — 1980
Legal Studies
Northfield Mount Hermon School 1969 — 1974
Cory Wiseman Cory Wiseman's Morgan Keegan and Company Experience June 2006 - February 2009
Job Sr. Financial Analyst (FP&A) at UOP Honeywell
Industry Oil & Energy
Experience
UOP - Honeywell April 2014 - Present
Direct Energy December 2012 - April 2014
Spirit AeroSystems August 2011 - December 2012
Boeing February 2009 - July 2011
Morgan Keegan and Company June 2006 - February 2009
Skills
Finance, Financial Statement..., Cost Accounting, Business Strategy, Financial Variance..., Product Cost Analysis, Cost Reduction..., Cost Reporting, Six Sigma Cert, SAP ERP, Hyperion HFM, Accounting, Leadership, Variance Analysis, Forecasting, Financial Reporting
Education
Oklahoma State University 2001 — 2003
Bachelors of Science, Aerospace Science
John Brown University 2005 — 2007
Master of Business Administration (MBA), Business Administration
UOP - Honeywell April 2014 - Present
Direct Energy December 2012 - April 2014
Spirit AeroSystems August 2011 - December 2012
Boeing February 2009 - July 2011
Morgan Keegan and Company June 2006 - February 2009
Skills
Finance, Financial Statement..., Cost Accounting, Business Strategy, Financial Variance..., Product Cost Analysis, Cost Reduction..., Cost Reporting, Six Sigma Cert, SAP ERP, Hyperion HFM, Accounting, Leadership, Variance Analysis, Forecasting, Financial Reporting
Education
Oklahoma State University 2001 — 2003
Bachelors of Science, Aerospace Science
John Brown University 2005 — 2007
Master of Business Administration (MBA), Business Administration
James Michael Moyer,CRPC®, AIF®, AAMS® James Michael Moyer,CRPC®, AIF®, AAMS®'s Morgan Keegan and Company Experience January 2007 - April 2013
Job Associate Vice President, Investments
Industry Financial Services
Experience
Raymond James April 2013 - Present
Morgan Keegan and Company January 2007 - April 2013
American Express Financial Advisors March 2005 - January 2007
Education
Auburn University 2000 — 2004
Agricultural Business and Economics
Cullman High School 1996 — 2000
Raymond James April 2013 - Present
Morgan Keegan and Company January 2007 - April 2013
American Express Financial Advisors March 2005 - January 2007
Education
Auburn University 2000 — 2004
Agricultural Business and Economics
Cullman High School 1996 — 2000
Chuck Niehaus Chuck Niehaus's Morgan Keegan and Company Experience 1985 - 2000
Job President Memphis Real Estate Solutions
Industry Real Estate
Experience
Memphis Real Estate Solutions July 2006 - Present
Memphis Communications Corporation April 2004 - July 2006
Morgan Keegan and Company 1985 - 2000
Skills
Short Sales, Investment Properties, Real Estate, Investors, Foreclosures, Sellers, REO, Residential Homes, Real Estate Transactions, Selling, Contract Negotiation, Single Family Homes, First Time Home Buyers
Education
University of Tennessee-Knoxville 1981 — 1983
Master of Science (MS), Forest Economics
Sewanee-The University of the South 1975 — 1979
BS, Natural Resources Management and Policy
Memphis Real Estate Solutions July 2006 - Present
Memphis Communications Corporation April 2004 - July 2006
Morgan Keegan and Company 1985 - 2000
Skills
Short Sales, Investment Properties, Real Estate, Investors, Foreclosures, Sellers, REO, Residential Homes, Real Estate Transactions, Selling, Contract Negotiation, Single Family Homes, First Time Home Buyers
Education
University of Tennessee-Knoxville 1981 — 1983
Master of Science (MS), Forest Economics
Sewanee-The University of the South 1975 — 1979
BS, Natural Resources Management and Policy
Jeremy Roewe's Morgan Keegan and Company Experience June 2000 - September 2004
Job VP Capital Markets
Industry Banking
Experience
Northwest Farm Credit Services October 2010 - Present
Bank of America June 2006 - September 2010
Bank of America June 2006 - September 2010
Laird Norton Tyee June 2005 - September 2005
Morgan Keegan and Company June 2000 - September 2004
Regions Investment Company May 1999 - January 2000
Stephen's Inc May 1998 - September 1998
Skills
Portfolio Management, Financial Modeling, Management Consulting, CRM, Commercial Lending, Investments, Relationship Management, Risk Management, Credit, Loans, Banking, Series 7, Corporate Finance, Capital Markets, Finance, Due Diligence, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA, Finance and Accounting
Lyon College 1996 — 2000
BA, Economics
University of York 1999 — 1999
BA, International Business
Non-Traditional Eduction
Northwest Farm Credit Services October 2010 - Present
Bank of America June 2006 - September 2010
Bank of America June 2006 - September 2010
Laird Norton Tyee June 2005 - September 2005
Morgan Keegan and Company June 2000 - September 2004
Regions Investment Company May 1999 - January 2000
Stephen's Inc May 1998 - September 1998
Skills
Portfolio Management, Financial Modeling, Management Consulting, CRM, Commercial Lending, Investments, Relationship Management, Risk Management, Credit, Loans, Banking, Series 7, Corporate Finance, Capital Markets, Finance, Due Diligence, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA, Finance and Accounting
Lyon College 1996 — 2000
BA, Economics
University of York 1999 — 1999
BA, International Business
Non-Traditional Eduction
Jeremy Jacobson's Morgan Keegan and Company Experience August 2001 - Present
Job Financial Advisor at Morgan Keegan and Company
Industry Investment Management
Experience
Morgan Keegan and Company August 2001 - Present
Education
Auburn University at Montgomery 1998 — 2001
Morgan Keegan and Company August 2001 - Present
Education
Auburn University at Montgomery 1998 — 2001
Mac Jefferson, CFA®, CWA®, AAMS®'s Morgan Keegan and Company Experience March 1997 - May 1998
Job Financial Consultant at Hilliard Lyons
Industry Financial Services
Experience
Hilliard Lyons February 2005 - Present
BB&T August 2004 - January 2005
BB&T Asset Management July 2002 - July 2004
Hilliard Lyons June 1998 - June 2002
Morgan Keegan and Company March 1997 - May 1998
J.C. Bradford and Company November 1994 - February 1997
Education
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), English
Bowling Green High School (Bowling Green, KY) 1986 — 1990
Comprehensive Degree
Hilliard Lyons February 2005 - Present
BB&T August 2004 - January 2005
BB&T Asset Management July 2002 - July 2004
Hilliard Lyons June 1998 - June 2002
Morgan Keegan and Company March 1997 - May 1998
J.C. Bradford and Company November 1994 - February 1997
Education
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), English
Bowling Green High School (Bowling Green, KY) 1986 — 1990
Comprehensive Degree
Jay Rottner's Morgan Keegan and Company Experience October 2003 - January 2012
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
Morgan Keegan and Company October 2003 - January 2012
First Union Securities July 2001 - October 2003
J.C. Bradford and Company April 1998 - July 2001
Dean Witter Reynolds January 1993 - April 1998
Skills
Asset Management, Investments, Residential Mortgages, Mergers, Series 7, Asset Managment
Education
University of Alabama 1988 — 1992
Business, Accounting and Finance
Riverwood
J.P. Morgan January 2012 - Present
Morgan Keegan and Company October 2003 - January 2012
First Union Securities July 2001 - October 2003
J.C. Bradford and Company April 1998 - July 2001
Dean Witter Reynolds January 1993 - April 1998
Skills
Asset Management, Investments, Residential Mortgages, Mergers, Series 7, Asset Managment
Education
University of Alabama 1988 — 1992
Business, Accounting and Finance
Riverwood
Chuck Sherman's Morgan Keegan and Company Experience June 1999 - October 2006
Job First Vice President Investment Officer/ The Reid Sherman Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2006 - Present
Morgan Keegan and Company June 1999 - October 2006
Skills
Investments, Bonds, Mutual Funds, Investment Strategies, Financial Analysis
Education
University of Mississippi 1995 — 1999
Wells Fargo Advisors, LLC October 2006 - Present
Morgan Keegan and Company June 1999 - October 2006
Skills
Investments, Bonds, Mutual Funds, Investment Strategies, Financial Analysis
Education
University of Mississippi 1995 — 1999
D. Michael (Mike) Edelmuth's Morgan Keegan and Company Experience February 1991 - 2012
Job Managing Director at Morgan Keegan and Company
Industry Financial Services
Experience
Morgan Keegan and Company February 1991 - 2012
Merrill Lynch Capital Markets March 1982 - July 1987
Paine Webber Capital Markets July 1979 - March 1982
Skills
Fixed Income, Capital Markets, Bloomberg, Series 7
Education
University of Notre Dame
Marketing
Morgan Keegan and Company February 1991 - 2012
Merrill Lynch Capital Markets March 1982 - July 1987
Paine Webber Capital Markets July 1979 - March 1982
Skills
Fixed Income, Capital Markets, Bloomberg, Series 7
Education
University of Notre Dame
Marketing
Lisa Travis Galliano, LPC-MHSP, NCC, MS, BS's Morgan Keegan and Company Experience July 1988 - September 1991
Job Licensed Professional Counselor, TN at Self Employed
Industry Mental Health Care
Experience
Self Employed June 2014 - Present
The Transformation Center 2012 - Present
Self Employed, Private Practice May 2000 - June 2014
Lakeside Behavioral Health System Hospital May 2000 - May 2014
Morgan Keegan and Company July 1988 - September 1991
McVean Trading Company April 1987 - June 1988
Merrill Lynch June 1983 - April 1987
Skills
Psychotherapy, Mental Health Counseling, CBT, Behavioral Health, Dual Diagnosis, Group Therapy, Trauma Therapy, Post Traumatic Stress, EMDR, Community Outreach, Adolescents, Psychology, Crisis Intervention, Anger Management, Treatment, Public Speaking
Education
The University of Memphis 1996 — 2000
Master’s Degree, Community Agency Counseling
The University of Memphis 1992 — 1994
Bachelor’s Degree, Psychology, Graduated Magna Cum Laude
Self Employed June 2014 - Present
The Transformation Center 2012 - Present
Self Employed, Private Practice May 2000 - June 2014
Lakeside Behavioral Health System Hospital May 2000 - May 2014
Morgan Keegan and Company July 1988 - September 1991
McVean Trading Company April 1987 - June 1988
Merrill Lynch June 1983 - April 1987
Skills
Psychotherapy, Mental Health Counseling, CBT, Behavioral Health, Dual Diagnosis, Group Therapy, Trauma Therapy, Post Traumatic Stress, EMDR, Community Outreach, Adolescents, Psychology, Crisis Intervention, Anger Management, Treatment, Public Speaking
Education
The University of Memphis 1996 — 2000
Master’s Degree, Community Agency Counseling
The University of Memphis 1992 — 1994
Bachelor’s Degree, Psychology, Graduated Magna Cum Laude
Arlea Keller's Morgan Keegan and Company Experience January 1991 - January 1993
Job Pharmaceuticals Professional
Industry Pharmaceuticals
Experience
Pharma, Inc May 1993 - Present
UCB 2004 - 2010
Celltech 1997 - 2004
Adams Laboratories 1993 - 1997
Morgan Keegan and Company January 1991 - January 1993
Education
Louisiana State University 1984 — 1990
BS, General Studies
Louisiana State University
Bachelor of Science, General Studies
Pharma, Inc May 1993 - Present
UCB 2004 - 2010
Celltech 1997 - 2004
Adams Laboratories 1993 - 1997
Morgan Keegan and Company January 1991 - January 1993
Education
Louisiana State University 1984 — 1990
BS, General Studies
Louisiana State University
Bachelor of Science, General Studies
Archie Willis's Morgan Keegan and Company Experience June 1991 - September 1999
Job President, Community Capital LLC
Industry Financial Services
Experience
Community Capital LLC October 1999 - Present
Morgan Keegan and Company June 1991 - September 1999
Memphis Multibank CommunityDevelopment Corporation January 1991 - May 1991
Supreme Mortgage and Realty Company July 1981 - December 1990
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Business Administration (MBA), Finance, General
University of Southern California 1975 — 1979
Bachelor of Science (BS), Finance, General
Community Capital LLC October 1999 - Present
Morgan Keegan and Company June 1991 - September 1999
Memphis Multibank CommunityDevelopment Corporation January 1991 - May 1991
Supreme Mortgage and Realty Company July 1981 - December 1990
Education
University of North Carolina at Chapel Hill 1979 — 1981
Master of Business Administration (MBA), Finance, General
University of Southern California 1975 — 1979
Bachelor of Science (BS), Finance, General
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ