Regions Morgan Keegan Trust
Industry: Company
DescriptionRegions 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
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Regions Morgan Keegan Trust Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Regions Financial Corporation April 2010 - Present
Regions Morgan Keegan Trust September 2009 - April 2010
Education
Campbell University 2005 — 2009
BBA, Trust & Wealth Management
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
Regions Morgan Keegan Trust Senior Vice PresidentRegions Morgan Keegan1996 - Present
Education
University of Central Florida
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
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
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
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
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
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
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
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
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
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
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)
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