Raymond James Morgan Keegan
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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Raymond James Morgan Keegan Employees
Employee
Years
Job
Industry
Jeff East Jeff East's Raymond James Morgan Keegan Experience October 2011 - January 2013
Job Vice President at Regions Financial Corporation
Industry Investment Management
Experience
Regions Financial Corporation January 2013 - Present
Raymond James Morgan Keegan October 2011 - January 2013
ECP June 2009 - September 2011
The Pruett Financial Group May 2008 - June 2009
University of Tennessee January 2006 - December 2006
Skills
Investment Management, Portfolio Management, Real Estate, Strategic Financial..., Asset Managment, Market Research, Mergers, Asset Management, Strategy, Risk Management, Mergers, Investments, Finance
Education
Northwestern University 2015 — 2016
Certificate in Financial Planning
University of Tennessee-Knoxville - College of Business Administration 2005 — 2007
Bachelor's degree, Management
Southeast Missouri State University - Harrison College of Business 2001 — 2004
Finance
Regions Financial Corporation January 2013 - Present
Raymond James Morgan Keegan October 2011 - January 2013
ECP June 2009 - September 2011
The Pruett Financial Group May 2008 - June 2009
University of Tennessee January 2006 - December 2006
Skills
Investment Management, Portfolio Management, Real Estate, Strategic Financial..., Asset Managment, Market Research, Mergers, Asset Management, Strategy, Risk Management, Mergers, Investments, Finance
Education
Northwestern University 2015 — 2016
Certificate in Financial Planning
University of Tennessee-Knoxville - College of Business Administration 2005 — 2007
Bachelor's degree, Management
Southeast Missouri State University - Harrison College of Business 2001 — 2004
Finance
Benson Zhang's Raymond James Morgan Keegan Experience January 2012 - March 2012
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - August 2013
Lam Research May 2012 - August 2012
Raymond James Morgan Keegan January 2012 - March 2012
Harvey and Company May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Project Management, PowerPoint, Capital IQ, Microsoft Office, Data Analysis, Valuation, Information Technology, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2006 — 2010
High School Diploma
Credit Suisse June 2013 - August 2013
Lam Research May 2012 - August 2012
Raymond James Morgan Keegan January 2012 - March 2012
Harvey and Company May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Investment Banking, Project Management, PowerPoint, Capital IQ, Microsoft Office, Data Analysis, Valuation, Information Technology, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2006 — 2010
High School Diploma
Harrison Lowe Harrison Lowe's Raymond James Morgan Keegan Experience June 2012 - August 2012
Job Software Development Intern at Swift Straw Holdings
Industry Computer Software
Experience
Swift Straw Holdings June 2015 - Present
Voxa August 2014 - January 2015
SOAR Performance Group, Inc. July 2013 - August 2013
Object 9 June 2013 - July 2013
Raymond James Morgan Keegan June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Business Development, Editing, CRM, Market Research, Leadership, Sales, Salesforce.com, Time Management
Education
Auburn University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Swift Straw Holdings June 2015 - Present
Voxa August 2014 - January 2015
SOAR Performance Group, Inc. July 2013 - August 2013
Object 9 June 2013 - July 2013
Raymond James Morgan Keegan June 2012 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Research, Social Media, Business Development, Editing, CRM, Market Research, Leadership, Sales, Salesforce.com, Time Management
Education
Auburn University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Jonathan Autrey Jonathan Autrey's Raymond James Morgan Keegan Experience November 2009 - July 2013
Job Municipal Bond Trader, Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2013 - Present
Raymond James Morgan Keegan November 2009 - July 2013
Morgan Keegan February 2007 - November 2009
Wells Fargo June 2006 - January 2007
Education
The University of Memphis 2003 — 2006
Bachelor's degree, Finance, General
SunTrust Robinson Humphrey July 2013 - Present
Raymond James Morgan Keegan November 2009 - July 2013
Morgan Keegan February 2007 - November 2009
Wells Fargo June 2006 - January 2007
Education
The University of Memphis 2003 — 2006
Bachelor's degree, Finance, General
Chris Raulston Chris Raulston's Raymond James Morgan Keegan Experience September 2003 - Present
Job Managing Director | Wealth Management Specialist, the Planning Group at Raymond James | Morgan Keegan
Industry Financial Services
Experience
Raymond James Morgan Keegan September 2003 - Present
Rhea & Ivy, PLLC June 2002 - August 2003
Arthur Andersen LLP March 1990 - June 2002
Skills
Financial Planning, Retirement Planning, Income Tax, Trusts, Options, Estate Planning, Wealth Management, Tax, Succession Planning, Annual Giving, Inheritance Tax Planning, Insurance Planning, Planned Giving, Financial Planners, Wealth Management..., Finance, Communication, Strategic Financial..., Certified Financial..., Small Business
Education
University of Mississippi School of Law 1987 — 1989
J.D., Law
University of Denver - Sturm College of Law 1988 — 1988
no degree earned, Graduate Tax Program (Master of Tax/LL.M.) (attended summer school)
University of Mississippi Graduate Tax Program 1986 — 1987
Masters of Accountancy, Emphasis in Taxation
University of Mississippi 1981 — 1985
Bachelor of Accountancy
Webb School of Knoxville 1981 — 1985
High School
Raymond James Morgan Keegan September 2003 - Present
Rhea & Ivy, PLLC June 2002 - August 2003
Arthur Andersen LLP March 1990 - June 2002
Skills
Financial Planning, Retirement Planning, Income Tax, Trusts, Options, Estate Planning, Wealth Management, Tax, Succession Planning, Annual Giving, Inheritance Tax Planning, Insurance Planning, Planned Giving, Financial Planners, Wealth Management..., Finance, Communication, Strategic Financial..., Certified Financial..., Small Business
Education
University of Mississippi School of Law 1987 — 1989
J.D., Law
University of Denver - Sturm College of Law 1988 — 1988
no degree earned, Graduate Tax Program (Master of Tax/LL.M.) (attended summer school)
University of Mississippi Graduate Tax Program 1986 — 1987
Masters of Accountancy, Emphasis in Taxation
University of Mississippi 1981 — 1985
Bachelor of Accountancy
Webb School of Knoxville 1981 — 1985
High School
Amanda Kay Verner Thompson's Raymond James Morgan Keegan Experience June 2012 - February 2013
Job Vice President at Raymond James Healthcare Investment Banking
Industry Investment Banking
Experience
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Morgan Keegan June 2012 - February 2013
Raymond James Morgan Keegan April 2012 - June 2012
Morgan Keegan & Co. July 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Co. July 2008 - June 2009
Shattuck Hammond Partners, a division of Morgan Keegan & Co. May 2007 - June 2008
Shattuck Hammond Partners LLC July 2006 - May 2007
Skills
Valuation, Investment Banking, Capital Markets, Private Equity, Equity Research, M&A experience, Financial Modeling, Bloomberg, Due Diligence, Corporate Development, Venture Capital, Equities, Fixed Income, Leveraged Finance
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Biology, General
Raymond James & Associates, Inc. February 2013 - Present
Raymond James Morgan Keegan June 2012 - February 2013
Raymond James Morgan Keegan April 2012 - June 2012
Morgan Keegan & Co. July 2009 - April 2012
Shattuck Hammond Partners, a division of Morgan Keegan & Co. July 2008 - June 2009
Shattuck Hammond Partners, a division of Morgan Keegan & Co. May 2007 - June 2008
Shattuck Hammond Partners LLC July 2006 - May 2007
Skills
Valuation, Investment Banking, Capital Markets, Private Equity, Equity Research, M&A experience, Financial Modeling, Bloomberg, Due Diligence, Corporate Development, Venture Capital, Equities, Fixed Income, Leveraged Finance
Education
Duke University 2002 — 2006
Bachelor of Arts (B.A.), Biology, General
Lawson Ballard III Lawson Ballard III's Raymond James Morgan Keegan Experience January 2012 - May 2012
Job Teacher at Greenville County Schools
Industry Education Management
Experience
Greenville County Schools September 2014 - Present
Raymond James Morgan Keegan January 2012 - May 2012
Northwestern Mutual October 2010 - November 2010
Maybank Law Firm LLC May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Social Media, Public Speaking, Social Media Marketing, Event Planning, Microsoft Word
Education
University of South Carolina-Columbia 2013 — 2014
M.A.T, Social Studies, Secondary Education
College of Charleston 2006 — 2010
Bachelor of Arts, Political Science
Greenville County Schools September 2014 - Present
Raymond James Morgan Keegan January 2012 - May 2012
Northwestern Mutual October 2010 - November 2010
Maybank Law Firm LLC May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Social Media, Public Speaking, Social Media Marketing, Event Planning, Microsoft Word
Education
University of South Carolina-Columbia 2013 — 2014
M.A.T, Social Studies, Secondary Education
College of Charleston 2006 — 2010
Bachelor of Arts, Political Science
Wesley Burke Wesley Burke's Raymond James Morgan Keegan Experience July 2007 - February 2013
Job Enterprise Application Developer at Mimeo.com
Industry Financial Services
Experience
Lasco Fittings, Inc. December 2014 - Present
Mimeo.com September 2013 - December 2014
Raymond James Financial Inc. February 2013 - September 2013
Raymond James - Morgan Keegan July 2007 - February 2013
Buckman April 2003 - July 2007
Skills
.NET, C#, Microsoft Dynamics CRM, SharePoint, JavaScript, Microsoft SQL Server, T-SQL, SSIS, jQuery, Microsoft CRM, Integration, ASP.NET, Software Development, Software Project..., VMware, Windows Server, Web Applications
Education
The University of Memphis 2000 — 2004
BBA, Management Information Systems
University of Tennessee-Knoxville 1995 — 1998
Chemical Engineering
Lasco Fittings, Inc. December 2014 - Present
Mimeo.com September 2013 - December 2014
Raymond James Financial Inc. February 2013 - September 2013
Raymond James - Morgan Keegan July 2007 - February 2013
Buckman April 2003 - July 2007
Skills
.NET, C#, Microsoft Dynamics CRM, SharePoint, JavaScript, Microsoft SQL Server, T-SQL, SSIS, jQuery, Microsoft CRM, Integration, ASP.NET, Software Development, Software Project..., VMware, Windows Server, Web Applications
Education
The University of Memphis 2000 — 2004
BBA, Management Information Systems
University of Tennessee-Knoxville 1995 — 1998
Chemical Engineering
Andrew Bernd Andrew Bernd's Raymond James Morgan Keegan Experience June 2007 - June 2012
Job Vice President Business Development
Industry Aviation & Aerospace
Experience
The Bernd Group September 2012 - Present
Raymond James Morgan Keegan June 2007 - June 2012
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Real Estate, Bloomberg, Microsoft Excel, Financial Modeling, Equity Research, Finance, Portfolio Management, Investments, Due Diligence, Asset Management, Capital Markets
Education
University of Tampa - John H. Sykes College of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance
The Bernd Group September 2012 - Present
Raymond James Morgan Keegan June 2007 - June 2012
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Real Estate, Bloomberg, Microsoft Excel, Financial Modeling, Equity Research, Finance, Portfolio Management, Investments, Due Diligence, Asset Management, Capital Markets
Education
University of Tampa - John H. Sykes College of Business 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance
Kyle Barksdale Kyle Barksdale's Raymond James Morgan Keegan Experience May 2012 - July 2012
Job AssetLiability Analyst at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation July 2013 - Present
Raymond James Morgan Keegan May 2012 - July 2012
Auburn University Student Investment Club August 2011 - May 2012
Skills
Portfolio Management, Quantitative Finance, Econometrics, Financial Modeling, Macroeconomics, Interest Rate Risk..., Financial Risk Analysis, Financial Risk..., Financial Economics, Fixed Income Analysis, Microsoft Excel, Visual Basic, SAS, C++, Valuation, Financial Risk, Equities, Economics, PowerPoint
Education
University of Alabama 2012 — 2013
Master of Science, Finance; Financial Risk Management
Auburn University 2008 — 2012
Bachelor of Science, Quantitative Economics, 3.73
Regions Financial Corporation July 2013 - Present
Raymond James Morgan Keegan May 2012 - July 2012
Auburn University Student Investment Club August 2011 - May 2012
Skills
Portfolio Management, Quantitative Finance, Econometrics, Financial Modeling, Macroeconomics, Interest Rate Risk..., Financial Risk Analysis, Financial Risk..., Financial Economics, Fixed Income Analysis, Microsoft Excel, Visual Basic, SAS, C++, Valuation, Financial Risk, Equities, Economics, PowerPoint
Education
University of Alabama 2012 — 2013
Master of Science, Finance; Financial Risk Management
Auburn University 2008 — 2012
Bachelor of Science, Quantitative Economics, 3.73
NaShawn Johnson NaShawn Johnson's Raymond James Morgan Keegan Experience July 2012 - August 2012
Job Public Policy Research Intern at Enterprise Community Partners
Industry Civic & Social Organization
Experience
Enterprise Community Partners August 2015 - Present
Community Impact September 2013 - May 2015
University of Michigan June 2014 - August 2014
Goddard Riverside Community Center SRO Law Project January 2014 - April 2014
Greater New Orleans Sports Foundation June 2013 - August 2013
Raymond James Morgan Keegan July 2012 - August 2012
Skills
Community Organizing, Housing Advocacy, Social Justice, Nonprofits, Volunteer Recruiting, Youth Mentoring, Program Development, Volunteer Management, Youth Programs, Community Development, Community Service, Youth Engagement, STATA, Quantitative Research, Data Processing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies/Affairs
Enterprise Community Partners August 2015 - Present
Community Impact September 2013 - May 2015
University of Michigan June 2014 - August 2014
Goddard Riverside Community Center SRO Law Project January 2014 - April 2014
Greater New Orleans Sports Foundation June 2013 - August 2013
Raymond James Morgan Keegan July 2012 - August 2012
Skills
Community Organizing, Housing Advocacy, Social Justice, Nonprofits, Volunteer Recruiting, Youth Mentoring, Program Development, Volunteer Management, Youth Programs, Community Development, Community Service, Youth Engagement, STATA, Quantitative Research, Data Processing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies/Affairs
Meredith Kendall Meredith Kendall's Raymond James Morgan Keegan Experience June 2009 - July 2012
Job Copy Supervisor at Entrée Health LLC
Industry Marketing and Advertising
Experience
Entrée Health LLC October 2015 - Present
Entree Health - A CDM Group Company September 2014 - Present
Entree Health - A CDM Group Company May 2013 - September 2014
Entree Health - A CDM Group Company July 2012 - May 2013
Raymond James Morgan Keegan June 2009 - July 2012
Residential Operations Center, Vassar College August 2006 - May 2009
Poughkeepsie Area Chamber of Commerce September 2006 - November 2006
Skills
Microsoft Office, Series 7, Photoshop, Client Relationship..., Multitasking Skills, Photography, CRM, Team Organisation, Interpersonal..., Organizational..., Proactive self-starter, Strategic Thinking, Systematic Approach
Education
Vassar College 2005 — 2009
BA, Poltical Science Major, International Economic Correlate
İstanbul Bilgi Üniversitesi 2008 — 2008
Spring Semester Abroad, Political Science and Government
Ransom Everglades 1998 — 2005
Entrée Health LLC October 2015 - Present
Entree Health - A CDM Group Company September 2014 - Present
Entree Health - A CDM Group Company May 2013 - September 2014
Entree Health - A CDM Group Company July 2012 - May 2013
Raymond James Morgan Keegan June 2009 - July 2012
Residential Operations Center, Vassar College August 2006 - May 2009
Poughkeepsie Area Chamber of Commerce September 2006 - November 2006
Skills
Microsoft Office, Series 7, Photoshop, Client Relationship..., Multitasking Skills, Photography, CRM, Team Organisation, Interpersonal..., Organizational..., Proactive self-starter, Strategic Thinking, Systematic Approach
Education
Vassar College 2005 — 2009
BA, Poltical Science Major, International Economic Correlate
İstanbul Bilgi Üniversitesi 2008 — 2008
Spring Semester Abroad, Political Science and Government
Ransom Everglades 1998 — 2005
Courtney Spring Courtney Spring's Raymond James Morgan Keegan Experience April 2009 - January 2013
Job Assistant Director of Admission and Director of Financial Assistance at Lausanne Collegiate School
Industry Education Management
Experience
Lausanne Collegiate School August 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Morgan Keegan April 2009 - January 2013
Madison Hotel 2008 - 2009
Skills
Event Planning, Event Management, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Customer Service, Social Media, Social Media Marketing, Microsoft Excel, Wealth Management, Marketing Communications, Market Research, Fundraising, Training
Education
Mississippi State University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Mississippi state university 2004 — 2008
Bachelor of business, Marketing
Lausanne Collegiate School August 2013 - Present
Raymond James Financial Inc. November 2012 - July 2013
Raymond James Morgan Keegan April 2009 - January 2013
Madison Hotel 2008 - 2009
Skills
Event Planning, Event Management, Marketing, Strategic Planning, Financial Services, Marketing Strategy, Customer Service, Social Media, Social Media Marketing, Microsoft Excel, Wealth Management, Marketing Communications, Market Research, Fundraising, Training
Education
Mississippi State University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Mississippi state university 2004 — 2008
Bachelor of business, Marketing
Jasmine Zou Jasmine Zou's Raymond James Morgan Keegan Experience August 2010 - May 2011
Job Global Product Manager at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew March 2014 - Present
Smith & Nephew June 2013 - February 2014
Smith & Nephew August 2011 - May 2013
Raymond James Morgan Keegan August 2010 - May 2011
Skills
Market Research, Cross-functional Team..., Data Analysis, Marketing, Medical Devices, Forecasting, Competitive Analysis, Leadership, Marketing Strategy, Project Planning, Orthopedic, Analytics, Product Development, Capital Equipment, Research, Product Launch, Market Development, Strategic Planning, Marketing Management, Analysis, Orthopedics
Education
The University of Memphis 2011 — 2013
Customer Driven MBA (Corporate Sponsored MBA), Biomedical Management
Rhodes College 2008 — 2011
BA, Business and Economics, Mathematics Minor
Smith & Nephew March 2014 - Present
Smith & Nephew June 2013 - February 2014
Smith & Nephew August 2011 - May 2013
Raymond James Morgan Keegan August 2010 - May 2011
Skills
Market Research, Cross-functional Team..., Data Analysis, Marketing, Medical Devices, Forecasting, Competitive Analysis, Leadership, Marketing Strategy, Project Planning, Orthopedic, Analytics, Product Development, Capital Equipment, Research, Product Launch, Market Development, Strategic Planning, Marketing Management, Analysis, Orthopedics
Education
The University of Memphis 2011 — 2013
Customer Driven MBA (Corporate Sponsored MBA), Biomedical Management
Rhodes College 2008 — 2011
BA, Business and Economics, Mathematics Minor
Tyree Daniels Tyree Daniels's Raymond James Morgan Keegan Experience January 2001 - August 2015
Job Senior Public Finance Investment Banker
Industry Financial Services
Experience
Duncan-Williams, Inc. August 2015 - Present
Raymond James Morgan Keegan January 2001 - August 2015
Skills
Leadership, Fundraising, Sales Management, Event Management, Event Planning, Financial Modeling, Strategic Planning, Strategic Financial..., Business Strategy, New Business Development, Positioning, Derivatives, Analysis, Financial Structuring, Forecasting, Strategy, Valuation, Budgets, Investments, Series 7, Entrepreneurship, Investment Banking, Finance, Portfolio Management, Financial Analysis, Bonds, Series 63, Mergers & Acquisitions, Fixed Income, Corporate Finance, Wealth Management, Securities, Asset Allocation, Capital Markets, Credit, Equities, Bloomberg, Asset Management, Alternative Investments, FINRA, Credit Analysis, Due Diligence, Investment Advisory, Financial Planning
Education
Christian Brothers University 1997 — 2001
BS, Economics/Finance
Alabama School of Math & Science 1995 — 1997
Advanced Diploma
Duncan-Williams, Inc. August 2015 - Present
Raymond James Morgan Keegan January 2001 - August 2015
Skills
Leadership, Fundraising, Sales Management, Event Management, Event Planning, Financial Modeling, Strategic Planning, Strategic Financial..., Business Strategy, New Business Development, Positioning, Derivatives, Analysis, Financial Structuring, Forecasting, Strategy, Valuation, Budgets, Investments, Series 7, Entrepreneurship, Investment Banking, Finance, Portfolio Management, Financial Analysis, Bonds, Series 63, Mergers & Acquisitions, Fixed Income, Corporate Finance, Wealth Management, Securities, Asset Allocation, Capital Markets, Credit, Equities, Bloomberg, Asset Management, Alternative Investments, FINRA, Credit Analysis, Due Diligence, Investment Advisory, Financial Planning
Education
Christian Brothers University 1997 — 2001
BS, Economics/Finance
Alabama School of Math & Science 1995 — 1997
Advanced Diploma
William Valdes's Raymond James Morgan Keegan Experience July 2011 - January 2014
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Raymond James January 2014 - September 2014
Raymond James - Morgan Keegan July 2011 - January 2014
Regions Bank July 2008 - June 2011
BankAtlantic March 2006 - April 2008
BankAtlantic March 2002 - March 2006
Skills
Portfolio Management, Risk Management, Financial Modeling, Investments, Sales, Microsoft Excel, Leadership, Time Management, Teamwork, Customer Service, Commercial Lending, Commercial Banking, Banking, Microsoft Office
Education
Florida State University 2008 — 2011
BA, Finance, Economics
Morgan Stanley Wealth Management October 2014 - Present
Raymond James January 2014 - September 2014
Raymond James - Morgan Keegan July 2011 - January 2014
Regions Bank July 2008 - June 2011
BankAtlantic March 2006 - April 2008
BankAtlantic March 2002 - March 2006
Skills
Portfolio Management, Risk Management, Financial Modeling, Investments, Sales, Microsoft Excel, Leadership, Time Management, Teamwork, Customer Service, Commercial Lending, Commercial Banking, Banking, Microsoft Office
Education
Florida State University 2008 — 2011
BA, Finance, Economics
Tom Norsworthy Tom Norsworthy's Raymond James Morgan Keegan Experience
Job Programmer at DST Inc.
Industry Computer Software
Experience
Raymond James Morgan Keegan
Skills
C#, ASP.NET, jQuery, CSS, Web Services, Microsoft SQL Server, Databases, T-SQL, Data Warehousing, Data Modeling, Oracle, Website Development, SSIS, Business Analysis, SSRS, .NET, Visual Studio, SQL, Software Development, Business Objects, Database Design
Education
The University of Memphis
Master of Science (M.S.), Management Information Systems, General
Raymond James Morgan Keegan
Skills
C#, ASP.NET, jQuery, CSS, Web Services, Microsoft SQL Server, Databases, T-SQL, Data Warehousing, Data Modeling, Oracle, Website Development, SSIS, Business Analysis, SSRS, .NET, Visual Studio, SQL, Software Development, Business Objects, Database Design
Education
The University of Memphis
Master of Science (M.S.), Management Information Systems, General
Chuck Collins, AAMS® Chuck Collins, AAMS®'s Raymond James Morgan Keegan Experience 2006 - 2013
Job Detail oriented Wealth Management Advisor helping clients manage multigenerational wealth.
Industry Financial Services
Experience
Raymond James & Associates 2006 - Present
Raymond James Morgan Keegan 2006 - 2013
Merrill Lynch 1994 - 2005
Synovus 1983 - 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investment Strategies, Retirement Plan..., Investment Management, Banking, Bonds, Employee Benefits, Risk Management, Retirement Planning, Life Insurance, Asset Allocation, Asset Based Lending, Small Business Lending, Municipal Bonds, Derivatives, Private Equity, Financial Modeling, Financial Analysis, Asset Management, Financial Services, Personal Budgeting, Series 65, Wealth Management..., Investment Banking, Retirement, Finance, Mutual Funds
Education
College for Financial Planning
Accredited Asset Management Specialist, AAMS®, Asset Management
Kaplan University
Wealth Management Specialist, Wealth Management
Columbus State University
BBA, Finance
Raymond James & Associates 2006 - Present
Raymond James Morgan Keegan 2006 - 2013
Merrill Lynch 1994 - 2005
Synovus 1983 - 1993
Skills
Wealth Management, Portfolio Management, Estate Planning, Investment Strategies, Retirement Plan..., Investment Management, Banking, Bonds, Employee Benefits, Risk Management, Retirement Planning, Life Insurance, Asset Allocation, Asset Based Lending, Small Business Lending, Municipal Bonds, Derivatives, Private Equity, Financial Modeling, Financial Analysis, Asset Management, Financial Services, Personal Budgeting, Series 65, Wealth Management..., Investment Banking, Retirement, Finance, Mutual Funds
Education
College for Financial Planning
Accredited Asset Management Specialist, AAMS®, Asset Management
Kaplan University
Wealth Management Specialist, Wealth Management
Columbus State University
BBA, Finance
Michael Bratton, CFP®, AIF® Michael Bratton, CFP®, AIF®'s Raymond James Morgan Keegan Experience December 2004 - February 2013
Job Vice President Investments, Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James February 2013 - Present
Raymond James Morgan Keegan December 2004 - February 2013
Morgan Stanley March 1999 - December 2004
Avco Financial Services 1997 - 1999
Avco Financial Services 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Management, Securities, Estate Planning, Investments, Strategic Financial..., Financial Advisory, Retirement Plan..., Asset Allocation, Risk Management, Wealth Management..., Finance, Charitable Gift Planning, Financial Planners, Mutual Funds, Investment Advisory, Education Planning, Asset Management, Alternative Investments, Succession Planning, Investment Strategies, Business Succession..., Financial Planning
Education
The American College 2003 — 2005
Financial Planning
University of Missouri-Columbia 1988 — 1991
BA, Political Science
Raymond James February 2013 - Present
Raymond James Morgan Keegan December 2004 - February 2013
Morgan Stanley March 1999 - December 2004
Avco Financial Services 1997 - 1999
Avco Financial Services 1993 - 1997
Skills
Retirement Planning, Wealth Management, Investment Management, Securities, Estate Planning, Investments, Strategic Financial..., Financial Advisory, Retirement Plan..., Asset Allocation, Risk Management, Wealth Management..., Finance, Charitable Gift Planning, Financial Planners, Mutual Funds, Investment Advisory, Education Planning, Asset Management, Alternative Investments, Succession Planning, Investment Strategies, Business Succession..., Financial Planning
Education
The American College 2003 — 2005
Financial Planning
University of Missouri-Columbia 1988 — 1991
BA, Political Science
Rebecca Eason Rebecca Eason's Raymond James Morgan Keegan Experience November 2004 - September 2012
Job Relationship Specialist at Income Solutions Wealth Management
Industry Financial Services
Experience
Income Solutions Wealth Management September 2012 - Present
Raymond James Morgan Keegan November 2004 - September 2012
Hayes RV Center May 1992 - November 2004
Education
Kilgore College
Income Solutions Wealth Management September 2012 - Present
Raymond James Morgan Keegan November 2004 - September 2012
Hayes RV Center May 1992 - November 2004
Education
Kilgore College
Andy Metcalf Andy Metcalf's Raymond James Morgan Keegan Experience March 2012 - November 2012
Job Financial Services
Industry Financial Services
Experience
Wunderlich Securities August 2013 - February 2015
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Morgan Keegan March 2012 - November 2012
Morgan Keegan & Co., Inc September 2010 - March 2012
2010 Mass Mutual January 2010 - September 2010
Morgan Keegan & Co. Inc May 2008 - December 2009
Regions Bank June 2007 - May 2008
Atlanta Silverbacks January 2007 - June 2007
Major League Soccer January 2006 - December 2006
Skills
TN Rush Youth Soccer..., Series 7, Series 66, Spanish-speaking, Soccer, Financial Services, FINRA, Finance, 401k, Financial Advisory, Wealth Management...
Education
Union University 2010 — 2012
MBA, Business Administration and Management, General, 4.0/4.0
The University of Memphis 2002 — 2007
Bachelor's, International Business, 3.41/4.0
Wunderlich Securities August 2013 - February 2015
Raymond James Financial Inc. November 2012 - August 2013
Raymond James Morgan Keegan March 2012 - November 2012
Morgan Keegan & Co., Inc September 2010 - March 2012
2010 Mass Mutual January 2010 - September 2010
Morgan Keegan & Co. Inc May 2008 - December 2009
Regions Bank June 2007 - May 2008
Atlanta Silverbacks January 2007 - June 2007
Major League Soccer January 2006 - December 2006
Skills
TN Rush Youth Soccer..., Series 7, Series 66, Spanish-speaking, Soccer, Financial Services, FINRA, Finance, 401k, Financial Advisory, Wealth Management...
Education
Union University 2010 — 2012
MBA, Business Administration and Management, General, 4.0/4.0
The University of Memphis 2002 — 2007
Bachelor's, International Business, 3.41/4.0
Jenny King's Raymond James Morgan Keegan Experience May 2004 - February 2013
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
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
Prewitt Lane's Raymond James Morgan Keegan Experience December 1993 - Present
Job Managing Director at Raymond James
Industry Investment Banking
Experience
Raymond James Morgan Keegan December 1993 - Present
ARM Financial LLC March 1990 - November 1993
Todd Investment Advisors June 1976 - October 1989
Skills
Fixed Income Analytics, Insurance Company..., Institutional client..., Fixed Income, Structured Products, Equity Research, Investment Banking, Bloomberg, Financial Modeling, Private Equity, Financial Risk..., Due Diligence, Equities
Education
Centre College 1967 — 1971
AB, Economics
Woodberry Forest School
HS
Raymond James Morgan Keegan December 1993 - Present
ARM Financial LLC March 1990 - November 1993
Todd Investment Advisors June 1976 - October 1989
Skills
Fixed Income Analytics, Insurance Company..., Institutional client..., Fixed Income, Structured Products, Equity Research, Investment Banking, Bloomberg, Financial Modeling, Private Equity, Financial Risk..., Due Diligence, Equities
Education
Centre College 1967 — 1971
AB, Economics
Woodberry Forest School
HS
Donna Pierce's Raymond James Morgan Keegan Experience 1999 - April 2013
Job Registered Principal at Pinnacle Financial Partners
Industry Financial Services
Experience
Pinnacle Financial Partners May 2013 - Present
Raymond James Morgan Keegan 1999 - April 2013
Morgan Keegan & Co Inc, Regions, AmSouth Investment Services 1998 - 2013
Skills
FINRA, Series 7, Series 63, Series 24, Series 53, Series 6, Financial Services, Investments, Investment Compliance, Auditing, Regulatory Examinations, Risk Management, Equities, Mutual Funds, Fixed Income, Office Apps, Office Management, Supervisory Experience, Records Management, Fixed Annuities, Variable Annuities, Train Employees
Education
Austin Peay State University
Business Administration and Management, General
Pinnacle Financial Partners May 2013 - Present
Raymond James Morgan Keegan 1999 - April 2013
Morgan Keegan & Co Inc, Regions, AmSouth Investment Services 1998 - 2013
Skills
FINRA, Series 7, Series 63, Series 24, Series 53, Series 6, Financial Services, Investments, Investment Compliance, Auditing, Regulatory Examinations, Risk Management, Equities, Mutual Funds, Fixed Income, Office Apps, Office Management, Supervisory Experience, Records Management, Fixed Annuities, Variable Annuities, Train Employees
Education
Austin Peay State University
Business Administration and Management, General
Austin Johnson's Raymond James Morgan Keegan Experience August 2008 - February 2011
Job Vice President at JLL
Industry Capital Markets
Experience
JLL August 2013 - Present
JLL March 2011 - July 2013
Raymond James Morgan Keegan August 2008 - February 2011
Skills
Investment Banking, Financial Modeling, Investments, Fixed Income, Private Equity, Bloomberg, Financial Analysis, Due Diligence, Capital Markets, Real Estate, Valuation, Finance, Series 7, Series 63, Loans, Credit Analysis, Alternative Investments, financial an, Underwriting, Commercial Real Estate, Corporate Finance, Structured Finance, Asset Management, DCF Valuation, Commercial Mortgages, Securitization
Education
Christian Brothers University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Lausanne Collegiate School 2004 — 2008
High School Diploma
JLL August 2013 - Present
JLL March 2011 - July 2013
Raymond James Morgan Keegan August 2008 - February 2011
Skills
Investment Banking, Financial Modeling, Investments, Fixed Income, Private Equity, Bloomberg, Financial Analysis, Due Diligence, Capital Markets, Real Estate, Valuation, Finance, Series 7, Series 63, Loans, Credit Analysis, Alternative Investments, financial an, Underwriting, Commercial Real Estate, Corporate Finance, Structured Finance, Asset Management, DCF Valuation, Commercial Mortgages, Securitization
Education
Christian Brothers University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Lausanne Collegiate School 2004 — 2008
High School Diploma
Susan Schmelzer's Raymond James Morgan Keegan Experience April 2012 - Present
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
Kathleen Johanson's Raymond James Morgan Keegan Experience April 2012 - February 2013
Job First Vice President at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Raymond James Financial Inc. February 2013 - Present
Raymond James Morgan Keegan April 2012 - February 2013
Morgan Keegan May 2000 - April 2012
Suntrust Equitable Securities June 1999 - April 2000
ABN AMRO, Incorporated April 1995 - June 1999
Morgan Keegan April 1989 - April 1995
Skills
Series 7, Equities, Securities, Series 63, Fixed Income, Mutual Funds, Investments, Hedge Funds, Bloomberg, Asset Management, Portfolio Management, Capital Markets, Alternative Investments, Banking, Bonds, FINRA, Investment Banking, Relationship Management, Series 24, Valuation, Trading Systems, Trading
Education
Iona College 1985 — 1991
M.B.A, Financial Management
SUNY Oneonta 1979 — 1983
B.S., Business-Economics
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ