Regions Private Wealth Management
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Regions Private Wealth Management Employees
Regions Private Wealth Management December 2014 - Present
Cockrell & Cockrell Attorneys at Law May 2012 - November 2014
United States Equal Employment Opportunity Commission September 2013 - December 2013
Atwood Church of Christ January 2009 - January 2011
University Church of Christ June 2008 - December 2008
Northport Church of Christ February 2003 - May 2008
Skills
Legal Writing, Civil Litigation, Public Speaking, Legal Research, Project Coordination, Organizational..., Community Service, Organizational..., Research, Client Relationship..., Insurance, Community Outreach, Management
Education
Samford University, Cumberland School of Law 2011 — 2014
Juris Doctor (J.D.), Law
Freed-Hardeman University 2006 — 2009
Master of Ministry, Ministry
Amridge University
B.A., Biblical Studies
HSBC Private Bank June 2015 - Present
Regions Private Wealth Management July 2013 - June 2015
Bernstein Global Wealth Management May 2007 - December 2012
McGraw-Hill Companies 2004 - 2005
The McGraw-Hill Companies 2001 - 2004
The McGraw-Hill Companies 1999 - 2000
The McGraw-Hill Companies 1997 - 1999
The McGraw-Hill Companies 1993 - 1997
Skills
Asset Managment, Mergers & Acquisitions, Trading, Strategic Planning, Operations Management, Financial Services, Leadership, New Business Development, Mergers, Asset Management, Financial Analysis, Financial Modeling, Strategic Partnerships, Sales Operations, Finance, Sales, Commodity, Strategic Financial...
Education
Texas A&M University 1980 — 1984
BBA, Finance
Harvard Business School
Competition & Business Strategy
University of Virginia Darden School of Business
Executive Development Program
Regions Private Wealth Management March 2014 - Present
PNC Wealth Management October 2012 - March 2014
Wells Fargo August 2010 - October 2012
Wachovia Bank March 1997 - September 2010
Skills
Portfolio Management, Commercial Banking, Mortgage Lending, Small Business Lending, Risk Management, Retail Banking, Financial Analysis, Asset Management, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Financial Risk, Financial Services, Loans, Private Banking, Relationship Management, Underwriting, Wealth Management, Management, Finance
Education
Georgia State University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Valparaiso University 1982 — 1987
Bachelor of Arts (B.A.), Economics
Wells Fargo The Private Bank January 2013 - Present
Regions Private Wealth Management January 2003 - January 2013
SSGA, N.A. (State Street Corporation) July 1997 - December 2002
Marshall & Ilsley Trust Company of Florida (now BMO) July 1994 - July 1997
Missouri Army Nation Guard June 1971 - October 1994
Bancorp Trust Company (First Bancorporation of Ohio which is now FirstMerit February 1990 - July 1994
American Pioneer Savings Bank July 1987 - January 1990
Mark Twain Bank, N.A. January 1984 - July 1987
Mercantile Trust Company, N.A. November 1979 - January 1984
Law Office of Thomas Green August 1977 - November 1979
Skills
Wealth Management, Estate Planning, High Net Worth..., Commercial Lending, Fiduciary, Small Business Lending, Loans, Wealth Management..., Real Estate, Commercial Mortgages, Trust Services, Trusts, Financial Advisory, Mortgage Lending, Small Business, Investments, Banking, Asset Management, Portfolio Management
Education
Saint Louis University 1974 — 1977
Doctor of Law (J.D.)
Southeast Missouri State University 1968 — 1972
Bachelor of Arts (B.A.), Political Science and Government
Regions Private Wealth Management January 2015 - Present
Regions Bank September 2008 - December 2014
Old National Bank June 2000 - September 2008
Skills
Loans, Commercial Banking, Small Business Lending, Commercial Lending, Credit, Banking, Credit Analysis, Branch Banking, Leadership, Lines Of Credit, Loan Origination, Mortgage Lending, Portfolio Management, Treasury Management, Consumer Lending
Education
Southern Illinois University, Carbondale 2002 — 2004
Master of Business Administration, Finance
Southern Illinois University, Carbondale 1996 — 2000
Bachelor of Science, Marketing
RCB Bank Trust 2013 - Present
Regions Private Wealth Management 2011 - 2013
FCM Investments 2009 - 2011
Fisher Investments 1998 - 2009
Mercantile Trust Company (now U.S. Bank) 1995 - 1998
AMCORE Trust Company (now Harris Bank) 1990 - 1995
First Bank (now U.S. Bank) 1989 - 1990
MTRUST Corp (now JP Morgan Chase Bank) 1984 - 1989
First City National Bank (defunct) 1980 - 1984
Skills
Asset Managment, Financial Advisory, Wealth Management..., Private Banking, Investment Management, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Investment Strategies, Series 7, Investment Advisory, Securities, Fixed Income, Investments, Equities, Portfolio Management, Bonds, Financial Markets
Education
University of Oklahoma
M.A., Communications
University of Tennessee-Knoxville
B.S., Communications
City National Bank 2015 - Present
Community & Southern Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Regions Private Wealth Management 2005 - 2012
Wachovia and SouthTrust (both now known as Wells Fargo) 1990 - 2005
Skills
Wealth Management, Private Banking, Asset Managment, Investments, Commercial Lending, Consumer Lending, Aircraft Finance, Yacht Lending, Securities Lending, Residential Mortgages, Commercial Mortgages, Insurance Brokerage, Premium Financing, Lines Of Credit, Letters of Credit, Mortgage Lending, Risk Management, Asset Management, Finance, Retirement Planning, Credit, Loans
Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance & Real Estate
City National Bank 2015 - Present
Community & Southern Bank 2015 - 2015
Wells Fargo Private Bank 2012 - 2015
Regions Private Wealth Management 2005 - 2012
SouthTrust and Wachovia (both now known as Wells Fargo) 1990 - 2005
Skills
Wealth Management, Investments, Lines Of Credit, Asset Management, Private Banking, Aircraft Finance, Yacht Lending, Securities Lending, Commercial Mortgages, Real Estate Financing, Commercial Lending, Residential Mortgages, Insurance, Premium Financing, Music Industry, Entertainment Industry, Sports Management, Series 7, Series 63, Life & Health Insurance..., Risk Management, Financial Services, Mortgage Lending, Portfolio Management
Education
Georgia State University - J. Mack Robinson College of Business
Business Administration, Management, Finance, Real Estate
Regions Private Wealth Management February 2014 - Present
Regions Bank July 2012 - January 2013
U.S. Trust Bank of America Private Wealth Managment 2007 - 2011
Winick Wehle Drummond & Ross, LLP 2005 - 2007
The Winick Law Group, PL 1989 - 2005
Skills
Estate Planning, Strategic Financial..., Wealth, Private Banking, Banking, Asset Managment, Mutual Funds, Risk Management
Education
Capital University Law School 1981 — 1984
J.D.
The Ohio State University 1978 — 1981
BA, Economics
Regions Private Wealth Management September 1998 - Present
Skills
Banking, Trust Services, Wealth Management, High Net Worth..., Consumer Lending, Wealth Management..., Relationship Management, Retail Banking, Wealth, Financial Services, Cash Management, Finance, Credit Risk, Risk Management, Commercial Banking, Commercial Lending, Credit, Investments, Loans, Portfolio Management, Private Banking, Small Business Lending
Education
University of Texas at Tyler 1990 — 1992
Kilgore College 1988 — 1990
Regions Private Wealth Management November 2012 - Present
William W. McCartney, Jr. Attorney at Law November 2002 - Present
Wells Fargo Private Bank July 2010 - November 2012
First Bank of Georgia September 2003 - July 2010
LPL Financial 2003 - 2010
Merrill Lynch July 2001 - November 2002
SouthTrust Bank June 1999 - July 2001
First Union National Bank September 1993 - June 1999
Education
Samford University, Cumberland School of Law 1989 — 1992
JD, Law
Auburn University, College of Business 1983 — 1987
BS, Business Administration
Oviedo HS 1979 — 1983
HS, College Prep
Regions Private Wealth Management April 2011 - Present
Dean Mead May 2007 - April 2011
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2007
LL.M., Federal Taxation
University of Florida - Fredric G. Levin College of Law 2003 — 2006
J.D., Law
University of Florida 1998 — 2003
B.S., Industrial and Systems Engineering
Regions Private Wealth Management June 2012 - Present
Regions Financial Corporation June 2005 - June 2012
Principal Financial Group April 1999 - May 2005
Wells Fargo November 1994 - April 1999
Aviva USA 1989 - 1994
Skills
Marketing Strategy, Analysis, Integrated Marketing, Marketing, CRM, Multi-channel Marketing, Business Strategy, Strategy, Database Marketing, Marketing Research, Marketing Management, Sales, Segmentation, Banking, Strategic Planning, Management, Marketing Communications, Leadership, Relationship Management, Web Analytics, Market Planning, Analytics, Sales Management
Education
Drake University 1994 — 1997
MBA
University of Northern Iowa 1984 — 1989
BA, Marketing
Regions Private Wealth Management January 2004 - Present
Skills
Commercial Lending, Banking, Loans, Small Business Lending, Commercial Banking, Wealth Management, Credit
Education
Florida Gulf Coast University 2001 — 2003
Bachelor's, Criminal Justice
Regions Private Wealth Management August 2010 - Present
HydroMentia, Inc. 2004 - 2009
Education
Stetson University College of Law 1976 — 1979
J.D.
University of South Florida 1974 — 1976
B.A., Finance
Regions Private Wealth Management May 2013 - Present
SunTrust Bank - Private Wealth Management July 2011 - April 2013
Wells Fargo- The Private Bank December 2007 - December 2009
SunTrust Investment Services June 2005 - December 2007
SunTrust Bank June 1999 - June 2005
Skills
Multi-generational..., Investment Strategies, Asset Protection, Retirement Planning, Life Insurance, Estate Administration
Education
University of Central Florida - College of Business Administration 2001 — 2003
MBA, Finance
University of Central Florida - College of Business Administration 1996 — 2000
BS, Finance