Regions Morgan Keegan Trust

Industry: Company

Description

Regions Trust, formerly Regions Morgan Keegan Trust is the trust division of Regions Financial Corporation and its subsidiary Regions Wealth Management. Headquarters: Birmingham, AL Founded: 2002 Parent organization: Regions Financial Corporation

Regions Morgan Keegan Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Regions Morgan Keegan Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Regions Morgan Keegan Trust Employees

Employee
Years
Job
Industry
Steve Spencer, CTFA Steve Spencer, CTFA Salem, Oregon Details
Steve Spencer, CTFA's Regions Morgan Keegan Trust Experience March 1993 - May 2007
Job Trust Administrator
Industry Banking
Experience
Pioneer Trust Bank NA   July 2007 - Present
Willamette Valley Estate Planning Council   September 2012 - Present
Willamette Valley Estate Planning Council   January 2012 - Present
Polk County Search & Rescue   May 2011 - Present
Willamette Valley Estate Planning Council   September 2011 - September 2012
Regions Morgan Keegan Trust   March 1993 - May 2007
Geocachers of West Tennessee   2005 - 2006
Union Planters Bank  1993 - 2005
NationsBank  December 1986 - March 1993

Skills
Asset Managment, Real Estate, Investment Management, Mutual Funds, Cash Management, Wealth Management, Asset Management, Leadership, Trusts, Banking, Public Speaking, Creative Writing, Editing, Strategic Financial..., Writing, Estate Planning, Process Improvement, Investments, Management, Risk Management

Education
The University of Memphis   1984 — 2008
Bachelors, Organizational Management

State Technical Institute at Memphis   1985 — 1987
Associate of Applied Sciences, Computer Accounting Technology

Chris Tregre Chris Tregre Daphne, Alabama Details
Chris Tregre's Regions Morgan Keegan Trust Experience June 1999 - October 2004
Job Massage Therapist
Industry Health, Wellness and Fitness
Experience
Wind Creek Casino, Hotel & Spa   August 2009 - Present
Back to Normal Massage Therapy   September 2004 - Present
Lopez Chiropractic   May 2008 - August 2009
Regions Morgan Keegan Trust   June 1999 - October 2004

Skills
Deep Pressure Massage, Sports Massage, Heated Stone Massage, Swedish/Relaxing Massage, Therapeutic Massage, On-site Massage, Deep Tissue Massage, Reflexology, Swedish

Education
Blue Cliff Career College   2003 — 2004
Massage Therapy Certification, Massage Therapy/Therapeutic Massage

Nicholls State University   1990 — 1994
Bachelor of Science (BS), Marketing

William Aycock, CFA William Aycock, CFA Birmingham, Alabama Area Details
William Aycock, CFA's Regions Morgan Keegan Trust Experience August 2001 - August 2002
Job Analyst, Fixed Income & Alternative Strategies
Industry Capital Markets
Experience
Doucet Asset Management   December 2011 - Present
Morgan Asset Management  August 2002 - December 2011
Regions Morgan Keegan Trust   August 2001 - August 2002

Skills
Investments

Education
University of Alabama at Birmingham   2002 — 2004
MBA, Business

Birmingham-Southern College   1997 — 2001
BS, Biology/Psychology, Economics

Athens High School

Geoffrey Kiker Geoffrey Kiker Birmingham, Alabama Area Details
Geoffrey Kiker's Regions Morgan Keegan Trust Experience July 2009 - July 2011
Job Equity Trader at Vulcan Value Partners
Industry Investment Management
Experience
Vulcan Value Partners  March 2014 - Present
Vulcan Value Partners  December 2013 - Present
Regions Investment Management   July 2011 - December 2013
Regions Morgan Keegan Trust   July 2009 - July 2011
Regions Morgan Keegan Trust   June 2006 - July 2009

Skills
Equities, Fixed Income, Bloomberg, Investments, Portfolio Management, Asset Management, Equity Research, Financial Modeling, Securities, Capital Markets, Mutual Funds, Financial Analysis, Asset Allocation, Investment Management, Trading, Analysis

Education
University of Alabama at Birmingham   2004 — 2006
Bachelor of Science (B.S.), Finance

Mickey Duggan, AIF Mickey Duggan, AIF Birmingham, Alabama Area Details
Mickey Duggan, AIF's Regions Morgan Keegan Trust Experience July 2007 - February 2012
Job Portfolio Analyst at Regions Financial Corporation
Industry Investment Management
Experience
Regions Financial Corporation  February 2012 - Present
Regions Morgan Keegan Trust   July 2007 - February 2012

Skills
Banking, Financial Analysis, Investments, Portfolio Management, Wealth Management, Asset Management, Financial Modeling, Mutual Funds, Risk Management, Management

Education
University of Alabama   2003 — 2007
Finance, Investment Management

Carol Johnson, CFP® Carol Johnson, CFP® Knoxville, Tennessee Area Details
Carol Johnson, CFP®'s Regions Morgan Keegan Trust Experience September 2003 - August 2009
Job Owner/Wealth Planner at Oak Springs Wealth Management, LLC
Industry Financial Services
Experience
Oak Springs Wealth Management, LLC   July 2012 - Present
BPV Wealth Management, LLC   August 2009 - July 2012
Regions Morgan Keegan Trust   September 2003 - August 2009

Skills
Wealth Management, High Net Worth...

Education
Trevecca Nazarene University

Wilson Day Wilson Day Jackson, Mississippi Area Details
Wilson Day's Regions Morgan Keegan Trust Experience March 1997 - August 2001
Job Financial Advisor
Industry Financial Services
Experience
Raymond James & Associates, Inc   2007 - Present
Fox-Everett   October 2005 - August 2007
Dyatech, LLC  September 2001 - September 2005
Regions Morgan Keegan Trust   March 1997 - August 2001
Corporate Planning, Ltd   May 1992 - February 1997

Skills
Financial Services, Retirement Planning, Retirement, Investments, Series 7, Series 63

Education
Institute for Divorce Financial Analysts   2008 — 2008
CDFA

Wharton Business School   1999 — 2001
CEBS, Internal Federation of Employee Benefits Plans

Millsaps College   1989 — 1992
BBA, Business Administration

Alex Worrell Alex Worrell Lexington, Kentucky Details
Alex Worrell's Regions Morgan Keegan Trust Experience November 2010 - January 2011
Job Operations Manager at Stephen Hillenmeyer Landscape Services DBA Weed Man Lawn Care
Industry Consumer Services
Experience
Stephen Hillenmeyer Landscape Services DBA Weed Man Lawn Care   January 2011 - Present
Regions Morgan Keegan Trust   November 2010 - January 2011
McBrayer McGinnis Leslie and Kirkland  October 2006 - October 2010

Education
Transylvania University   2005 — 2009
Bachelor of Arts (B.A.), Accounting

Transylvania University   2005 — 2009
Minor, Fine/Studio Arts, General

Carol Eason Carol Eason Birmingham, Alabama Area Details
Carol Eason's Regions Morgan Keegan Trust Experience October 2010 - Present
Job Sr. Administrative Assistant
Industry Executive Office
Experience
Regions Morgan Keegan Trust   October 2010 - Present
Regions Investment Management   2010 - 2012
The National CML Society   2010 - 2011

Skills
Administrative..., Office Management, Outlook, Data Entry, Access, Customer Service, Microsoft Excel, Administration, Microsoft Word, Accounts Payable, PowerPoint, Microsoft Office

Education
Katharine Gibbs Business School   1987 — 1988
Certificate, Business Administration

Jefferson State Community College

Jill Hagan Jill Hagan Indianapolis, Indiana Area Details
Jill Hagan's Regions Morgan Keegan Trust Experience 2000 - 2007
Job Community Volunteer
Industry Nonprofit Organization Management
Experience
Office of Women's Health, Fletcher Place, God's Bounty   2000 - Present
Hufford Advisors, LLC   August 2011 - October 2013
Reliance Trust Company  2007 - July 2011
Regions Morgan Keegan Trust   2000 - 2007
Real Silk Investments/Moriah Fund/SEE Investors Partnership   1992 - 1999
Department of the Treasury - Office of Thrift Supervison   1986 - 1992

Skills
Investment Management, Investments, Strategic Financial..., Estate Planning, Financial Services, Financial Modeling, Financial Advisory, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Philanthropy, Financial Analysis, Board of Directors, Portfolio Management, Finance, Mutual Funds, Valuation, Banking, Mergers & Acquisitions, Asset Management, Financial Planning

Education
Indiana University-Purdue University at Indianapolis
BA, Business

Kelli Gant Kelli Gant Birmingham, Alabama Area Details
Kelli Gant's Regions Morgan Keegan Trust Experience October 2000 - July 2007
Job at Walter Energy
Industry Human Resources
Experience
Walter Energy  December 2009 - Present
Colonial Bank  December 2008 - November 2009
Pension & Benefit Trust Company   July 2007 - November 2008
Regions Morgan Keegan Trust   October 2000 - July 2007
Regions Financial Corporation  May 1997 - October 2000
Blue Cross Blue Shield of Alabama  January 1992 - May 1997

Skills
Employee Benefits, Deferred Compensation, Human Resources, Mergers, Insurance, FMLA, Defined Benefit, Retirement, Employee Relations, Pensions, Performance Management, HRIS, Succession Planning, Onboarding, Benefits Administration, Talent Management, Employee Engagement, Talent Acquisition, HR Policies, Recruiting, Organizational..., Executive Pay, Disability Insurance, Mergers & Acquisitions, Management, Change Management, Personnel Management, Executive Management, Workforce Planning, Strategy, Labor Relations, Applicant Tracking..., Employment Law, Compensation & Benefit, Compensation & Benefits

Education
Jones School of Law   1995 — 1999
JD

Auburn University at Montgomery   1990 — 1995
BS

University of Mississippi   1989 — 1990

Brook Lester Brook Lester Greater Memphis Area Details
Brook Lester's Regions Morgan Keegan Trust Experience 2005 - 2006
Job Principal at Diversified Trust
Industry Investment Management
Experience
Diversified Trust  January 2015 - Present
Deloitte Tax LLP  April 2006 - December 2014
Regions Morgan Keegan Trust   2005 - 2006
Armstrong Allen PLLC  2002 - 2005
Arthur Andersen LLP  1999 - 2002

Skills
Tax, Corporate Tax, International Tax, Tax Advisory, Estate Planning, Tax Research, Trusts, Leadership, Corporate Law, Mergers & Acquisitions, Due Diligence, Income Tax, Tax Accounting, Tax Law, CPA

Education
University of Mississippi School of Law   1996 — 1999
JD, Law

University of Mississippi   1992 — 1996
BAccy, Accounting

Bart Leonardi Bart Leonardi Cleveland/Akron, Ohio Area Details
Bart Leonardi's Regions Morgan Keegan Trust Experience 2006 - 2008
Job Probate and Estate Planning Attorney
Industry Law Practice
Experience
James Bart Leonardi, LLC   2011 - Present
Whonsetler and Johnson, PLLC   2008 - 2010
Regions Morgan Keegan Trust   2006 - 2008

Skills
Wills, Appeals, Estate Planning, Trusts, Probate, Estate Administration, Personal Injury, Powers of Attorney, Civil Litigation, Mediation, Litigation, Commercial Litigation, Legal Writing, Product Liability, Trials

Education
Ave Maria School of Law
J.D.

John Carroll University
B.S., Finance

Chardon High

Shelba Nicole Harden Rowe Shelba Nicole Harden Rowe United States Details
Shelba Nicole Harden Rowe's Regions Morgan Keegan Trust Experience 2005 - 2007
Job Law Intern at Law Offices of Joel Sogol, Andrew Smith and John Brasfield
Industry Law Practice
Experience
Law offices of Andrew A. Smith, Joel L. Sogol & John E. Brasfield   August 2015 - Present
Social Security Administration  June 2008 - July 2009
Regions Morgan Keegan Trust   2005 - 2007
Colonial National Mortgage  1999 - 2000
Gale & Gale, P.C.   1998 - 1999

Skills
Criminal Trial Advocacy, Litigation, Legal Research, Legal Writing, Legal Assistance

Education
The University of Alabama School of Law   2014 — 2017
Juris Doctor (J.D.)

University of Mobile   1998 — 2003
Bachelor, Business

Demopolis High School   1994 — 1998

David M. Williams, CFP®, 王大卫 David M. Williams, CFP®, 王大卫 Greater Memphis Area Details
David M. Williams, CFP®, 王大卫's Regions Morgan Keegan Trust Experience 2002 - 2003
Job Comprehensive Personal Financial Planning and Wealth Management
Industry Financial Services
Experience
Wealth Strategies Group, Inc.   June 2004 - Present
Business Enhancement Associates   July 2003 - Present
TransEarth Group   January 2011 - June 2011
FPA of the Mid-South   1996 - 2006
RBC TN-2   1990 - 2005
Regions Morgan Keegan Trust   2002 - 2003
Morgan Keegan & Co., Inc.   1999 - 2003
Kelman-Lazarov, Inc   1981 - 1999
College for Financial Planning  January 1990 - December 1990

Skills
Finance, Management Consulting, Risk Management, Strategic Financial..., Business Planning, Small Business, Entrepreneurship, Strategic Planning, Investments, Analysis, Management, Funding, Executive Management, Mergers & Acquisitions, Financial Forecasting, Due Diligence, Leadership, Employee Benefits, Training, Asset Protection, Asset Management, Financial Services, Mergers, Budgets, Strategy, Managerial Finance, Project Planning, Asset Managment, Wealth, Credit, Tax, Financial Reporting, HNW Wealth Management, Team Building, Marketing, Marketing Strategy, Public Speaking, Customer Service, Wealth Management, Portfolio Management, Social Networking, Business Strategy, Consulting

Education
Theocratic Ministry School   1964 — 2022
Ongoing provision of education in congregations of Jehovah's Witnesses., Preparation for Field and Congregational Ministry., Designed to provide advancement on the individual level.

Johns Hopkins University - Bloomberg School of Public Health   2012 — 2012
Principles of Obesity Economics

University of Michigan   2012 — 2012
Finance, General

College for Financial Planning   1983 — 1985
CFP

Madison High School   1970 — 1974
Restaurant/Food Services Management

Johnathan Butler Johnathan Butler Tampa/St. Petersburg, Florida Area Details
Johnathan Butler's Regions Morgan Keegan Trust Experience August 2001 - June 2010
Job VP/Sr Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Private Bank  July 2010 - Present
Regions Morgan Keegan Trust   August 2001 - June 2010

Skills
Banking, Investment Management, Retirement Planning, Estate Planning, Financial Planning, Wealth Management..., Portfolio Management, Financial Services, Leadership

Education
University of Alabama   1997 — 2000
J.D., Trusts, Wills & Estates

Troy University   1992 — 1996
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General

Toby Sessions Toby Sessions Houston, Texas Area Details
Toby Sessions's Regions Morgan Keegan Trust Experience June 2009 - January 2011
Job Senior Vice President & Trust Officer at Moody National Bank
Industry Financial Services
Experience
Moody National Bank  2011 - Present
Regions Morgan Keegan Trust   June 2009 - January 2011
Merrill Lynch  May 2002 - January 2009
Kanaly Trust Company  January 1998 - May 2002
Moody National Bank  January 1996 - January 1998
Citizens Bank & Trust Co.   1991 - 1996

Skills
Strategic Financial..., Financial Advisory, Asset Managment, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Investment Advisory, Asset Allocation, Wealth, Investment Management, Banking, Retirement, Certified Financial..., Risk Management

Education
University of Houston-Clear Lake   1985 — 1989
BBA

Lee College   1983 — 1985

Jennifer Davis, CTFA Jennifer Davis, CTFA Birmingham, Alabama Area Details
Jennifer Davis, CTFA's Regions Morgan Keegan Trust Experience September 2009 - April 2010
Job Trust Officer
Industry Financial Services
Experience
Regions Financial Corporation  April 2010 - Present
Regions Morgan Keegan Trust   September 2009 - April 2010

Education
Campbell University   2005 — 2009
BBA, Trust & Wealth Management

Cassie Thompson Cassie Thompson Birmingham, Alabama Details
Cassie Thompson's Regions Morgan Keegan Trust Experience September 2005 - March 2008
Job Vice President and Director of Sales Support for Institutional Services at Regions Bank
Industry Banking
Experience
Regions Bank  September 2005 - Present
Regions Morgan Keegan Trust   September 2005 - March 2008

Skills
Event Coordination, Strategy Development, Marketing Management, Advertising, Email Marketing, Event Planning, Marketing Communications, Marketing, Banking, Marketing Strategy, Sales, Strategy, New Business Development, Management

Education
University of Alabama   2001 — 2005
Bachelors in Business and Commerce, Marketing

Brian Bickhaus Brian Bickhaus Dothan, Alabama Area Details
Brian Bickhaus's Regions Morgan Keegan Trust Experience Senior Vice PresidentRegions Morgan Keegan1996 - Present
Job Senior Vice President at Regions Morgan Keegan Trust
Industry Investment Management
Experience
Regions Morgan Keegan Trust   Senior Vice PresidentRegions Morgan Keegan1996 - Present

Education
University of Central Florida

Robert Higginbotham Robert Higginbotham Greater New York City Area Details
Robert Higginbotham's Regions Morgan Keegan Trust Experience January 2001 - August 2002
Job Equity Analyst at BTG Pactual
Industry Capital Markets
Experience
BTG Pactual  August 2015 - Present
SunTrust Robinson Humphrey  August 2014 - July 2015
SunTrust Robinson Humphrey  June 2012 - July 2014
RFH ANALYTICS LLC   September 2011 - June 2012
Time off  September 2010 - September 2011
GOLDMAN SACHS & CO  May 2006 - September 2010
Sanford Bernstein  April 2003 - February 2006
Federated Department Stores  November 2002 - April 2003
Regions Morgan Keegan Trust   January 2001 - August 2002

Education
University of Alabama
Bachelor of Science, Quantitative Finance

Melissa Stroud Giarrosso Melissa Stroud Giarrosso Greater Memphis Area Details
Melissa Stroud Giarrosso's Regions Morgan Keegan Trust Experience November 2006 - March 2008
Job Manager, Recognition at Hilton Worldwide
Industry Hospitality
Experience
Adoption.com  June 2014 - Present
Hilton Worldwide  September 2010 - September 2015
Hilton Worldwide  May 2009 - December 2010
Hilton Worldwide  September 2008 - April 2009
Harrah's Entertainment  March 2008 - July 2008
Regions Morgan Keegan Trust   November 2006 - March 2008
First Mercantile  February 2006 - November 2006
WYPL - Memphis Library TV and Radio   December 2004 - February 2006

Skills
Media Relations, Press Releases, Public Relations, Integrated Marketing, Internal Communications, Marketing Communications, Social Media, Newsletters, Editing, Event Management, Event Planning, Market Research, Training, Corporate Communications, Social Media Marketing, Marketing Strategy, Strategy, Adobe Creative Suite, New Business Development, Graphic Design, Employee Recognition, Human Resources, Marketing, Management, Sales

Education
Kennesaw State University   2001 — 2004
Bachelor's Degree, Mass Communication/Media Studies, 3.6 GPA

Otis Goodin Otis Goodin Greater Nashville Area Details
Otis Goodin's Regions Morgan Keegan Trust Experience 2000 - Present
Job Sr Vice President at Regions Bank
Industry Banking
Experience
Regions Bank  Sr. Vice PresidentRegions Bank2000 - Present
Regions Morgan Keegan Trust   2000 - Present

Skills
Banking, Risk Management, Commercial Banking

Education
Belmont University - Jack C. Massey Graduate School of Business   1997 — 1999
MBA, Business Administration

University of Mississippi School of Law   1977 — 1980
JD, Law

Mississippi College   1973 — 1977
BA, Pre-Law

Laura Bond-Walker Laura Bond-Walker Daytona Beach, Florida Area Details
Laura Bond-Walker's Regions Morgan Keegan Trust Experience October 2000 - September 2009
Job VP and Director of Marketing, Backpack Software
Industry Computer & Network Security
Experience
Backpack Software & Computer Services   February 2015 - Present
Regions Financial Corporation  February 2010 - February 2015
Regions Morgan Keegan Trust   October 2000 - September 2009
Bank at Ormond by the Sea   July 1997 - October 2000
Work Oriented Rehabilitation Center, WORC   November 1992 - July 1997

Skills
Credit, Real Estate, Sales Management, Customer Service, Customer Relations, Lending, small business..., Leadership, Mortgage Lending, Commercial Lending, Small Business, Sales, Loans, Project Management, Community Outreach, Microsoft Excel, Management, Marketing, Banking, Social Networking, Event Planning, Budgets, Training, Small Business Lending, Marketing Strategy, Coaching, Consumer Lending, Team Building

Education
Appalachian State University   1984 — 1987
Bachelor of science, Multidisciplinary studies- counseling, education, sociology & criminal justice

Stetson University   1982 — 1984
Undergraduate studies with an eye toward Law

Karen Shiver Karen Shiver Huntsville, Alabama Area Details
Karen Shiver's Regions Morgan Keegan Trust Experience June 1999 - January 2010
Job Retirement Services Professional
Industry Accounting
Experience
DailyAccess Corporation  January 2010 - Present
Regions Morgan Keegan Trust   June 1999 - January 2010

Skills
Customer Service, Accounting, Business Analysis, Process Improvement, Microsoft Excel, Retail Banking, Software Project..., Strategic Planning, 401k, Financial Analysis, Employee Benefits, Project Management, Financial Services, Microsoft Office, Business Planning, Team Leadership, Pensions, Risk Management, Investments, Retirement, Banking

Education
University of South Alabama   1994 — 1999
Bachelor of Science, Accounting, Russian

Alabama School of Mathematics and Science   1992 — 1994

Kristen Sears Kristen Sears Greater Memphis Area Details
Kristen Sears's Regions Morgan Keegan Trust Experience March 2003 - November 2009
Job Vice President and Trust Operations Manager at Argent Trust Company of Tennessee
Industry Financial Services
Experience
Argent Trust Company of Tennessee   November 2009 - Present
Regions Morgan Keegan Trust   March 2003 - November 2009

Education
Delta State University   2001 — 2002
MBA, Finance

Delta State University   1997 — 2001
BBA, Insurance and Real Estate

Austill Stuart Austill Stuart Washington D.C. Metro Area Details
Austill Stuart's Regions Morgan Keegan Trust Experience April 2006 - November 2008
Job M.A. Economics, George Mason University
Industry Research
Experience
U.S. House of Representatives   March 2014 - June 2014
National Capital Teleservices, LLC   March 2010 - March 2012
US Conference of Catholic Bishops  July 2009 - March 2010
Regions Morgan Keegan Trust   April 2006 - November 2008
AmSouth Bank  September 2004 - March 2006
AmSouth Bank  July 2003 - September 2004
US Senate  July 2002 - August 2002
Southwestern Company  May 2001 - August 2001

Skills
Microsoft Office, Microsoft Access, SAS, Word Processing, QuickBooks, Brewing, Sales, Data Entry, Bloomberg Terminal, Groupwise, Fedwire, Data Analysis, Fundraising, Access, Budgets, Editing, Database Administration, Statistics, Research, Financial Analysis, Payroll, PowerPoint, Political Campaigns, Public Speaking, Banking, Microsoft Word, Microsoft Excel

Education
George Mason University   2012 — 2013
Master of Arts (M.A.), Economics

Auburn University   1999 — 2003
BS, Economics, Political Science (Minor)

SPS

Larry A. Williamson Larry A. Williamson Santa Rosa Beach, Florida Details
Larry A. Williamson's Regions Morgan Keegan Trust Experience April 2006 - July 2008
Job Retired
Industry Management Consulting
Experience
Pentagon Federal Credit Union  November 2014 - June 2015
Butler University  August 2008 - May 2012
Regions Morgan Keegan Trust   April 2006 - July 2008
Kansas Dental Board   November 2003 - December 2005
International Relations Council of Kansas City (MO)   July 2003 - November 2003
Maryville University  September 1999 - June 2003
University of West Florida  October 1994 - August 1999
University of West Florida Foundation   September 1994 - August 1999
US Congressman Earl Hutto--First Congressional District of Florida   October 1991 - September 1994
Amphibious Task Force (US Navy--afloat)   May 1990 - July 1991

Skills
Teaching, Politics, National Security, Public Speaking, Defense, Financial Services, International Relations, Public Policy, Strategic Planning, Management, Fundraising

Education
Baylor University
Bachelor of Arts (B.A.), Mass Communication/Media Studies

The University of Kansas
Master of Arts (MA), International Studies

Christine Rucker, QKA Christine Rucker, QKA Houston, Texas Details
Christine Rucker, QKA's Regions Morgan Keegan Trust Experience October 1998 - October 2006
Job 401(k) Plan Administrator/Pension Consultant at M.L. Kerns & Associates, LLC
Industry Accounting
Experience
M.L. Kerns & Associates, LLC   October 2012 - Present
Warren Averett, LLC - Warren Averett O'Sullivan Creel division   December 2008 - September 2012
Regions Morgan Keegan Trust   October 1998 - October 2006

Skills
Plan Design, 401k, Profit Sharing, Plan Administration, ESOP, Employee Benefits, Accounting, Defined Benefit, Small Business, Tax, ERISA, Business Planning, Strategic Financial..., Defined Contribution, Qualified Retirement..., Pensions, Retirement, Financial Reporting, Financial Planning, Retirement Planning, Financial Accounting

Education
University of South Alabama   2002 — 2005
MBA, Business

University of Mobile   1994 — 1998
BS, Accounting

Foley High   1991 — 1994

Jamie Teschner Jamie Teschner Birmingham, Alabama Area Details
Jamie Teschner's Regions Morgan Keegan Trust Experience March 2002 - April 2004
Job Senior Vice President, Wealth Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2004 - Present
Regions Morgan Keegan Trust   March 2002 - April 2004
American Century Investments  February 1997 - December 2001
Federated Investors, Inc.   1982 - 1996

Skills
Investments, Mutual Funds, Relationship Management, Sales Management, Asset Management, 401k, Institutional Sales, Wealth Management, Investment Strategies, Financial Services, Asset Allocation, Alternative Investments, Fixed Annuities, Series 7, Investment Strategy...

Education
Penn State University   1977 — 1981
BS, Marketing

Robert Primiano Robert Primiano Artesia, New Mexico Details
Robert Primiano's Regions Morgan Keegan Trust Experience 2005 - 2006
Job Vice President Trust Operations Manager at First American Bank
Industry Banking
Experience
First American Bank  January 2013 - Present
Fifth Third Bank  2006 - 2009
Regions Morgan Keegan Trust   2005 - 2006
Union Planters Bank  2002 - 2005
Fifth Third Bank  2000 - 2002
Old Kent Bank  1997 - 2000
Mellon Accounting Services   1995 - 1996
UnibankTrust   1986 - 1995

Education
Campion Jesuit High School

Loyola University of Chicago
Bachelor of Arts (BA)

Danny Creed Danny Creed Birmingham, Alabama Area Details
Danny Creed's Regions Morgan Keegan Trust Experience November 2006 - September 2009
Job Business Systems Analyst at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation  March 2011 - Present
Regions Financial Corporation  March 2010 - February 2011
Regions Morgan Keegan Trust   November 2006 - September 2009
SouthTrust Bank  July 2001 - June 2005
SouthTrust Bank  July 1999 - July 2001
SouthTrust Bank  August 1997 - July 1999
Sears, Roebuck and Co.   March 1996 - 1999
Sears, Roebuck and Co.   March 1995 - March 1996
Sears, Roebuck and Co.   June 1993 - March 1995
Sears, Roebuck and Co.   June 1991 - June 1993

Skills
Leadership, Training, Customer Service, Databases, Project Management, Troubleshooting, Visio

Education
Jefferson State Community College   1989 — 1991
Broadcast Communications

Birmingham-Southern College   1986 — 1989
Computer Science, Theatrical Arts

Minor High School   1983 — 1986
Academic Diploma, General Studies

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