Truxton Trust Company
Industry: Private banking company
DescriptionTruxton Trust, a full-service private bank and wealth management company founded in 2004, provides wealth management, private banking, business banking and treasury management services. Number of employees: 58 Headquarters: Nashville, TN Founded: 2004 Parent organization: Truxton
Truxton Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Truxton Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Truxton Trust Company Salaries. You can even request information on how much does Truxton Trust Company pay if you want to. Learn about salaries, pros and cons of working for Truxton Trust Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
18 Truxton Trust Company employees in database. Find out everything there's to know about Truxton Trust Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Truxton Trust Company Employees
Employee
Years
Job
Industry
Spence Dabbs Spence Dabbs's Truxton Trust Company Experience September 2014 - Present
Job Associate Wealth Advisor at Truxton Trust Company
Industry Banking
Experience
Truxton Trust Company September 2014 - Present
Skills
Wealth Management, Valuation, Investments, Estate Planning, Wealth Transfer..., Asset Allocation, Portfolio Analysis, Trust Administration, Research
Education
Tulane Law School 2011 — 2014
Doctor of Law (J.D.)
Birmingham-Southern College 2007 — 2011
B.S., Economics
Truxton Trust Company September 2014 - Present
Skills
Wealth Management, Valuation, Investments, Estate Planning, Wealth Transfer..., Asset Allocation, Portfolio Analysis, Trust Administration, Research
Education
Tulane Law School 2011 — 2014
Doctor of Law (J.D.)
Birmingham-Southern College 2007 — 2011
B.S., Economics
Dustin Baucom, CFP® Dustin Baucom, CFP®'s Truxton Trust Company Experience September 2012 - Present
Job Wealth Management: Comprehensive Financial Planning for High Net Worth Individuals and Families
Industry Financial Services
Experience
Truxton Trust Company September 2012 - Present
Belmont University October 2013 - September 2014
Wellness Financial Advisors August 2011 - August 2012
Waddell & Reed, Inc. May 2009 - July 2011
JPMorgan Chase 2006 - 2009
Talent Marketing Group August 2005 - November 2006
First Baptist Church Bryan 2004 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Asset Management, Financial Analysis, Estate Planning, Finance, Strategic Financial..., Loans, Securities, Strategic Planning, Employee Benefits, IRAs, 401k Rollovers, Portfolio Management, Asset Managment, SEP IRA, Wealth Preservation..., Investment Advisory, Income for Life, Retirement, Traditional IRA, Key Person Protection, Protection..., Multi-generational..., Multi-generational..., Gifting Strategies, Legacies, Legacy Giving, Charitable Remainder..., Charitable Gift Planning, Irrevocable Life..., Revocable Trusts, Fiduciary Management, Fiduciary Services, Holistic Financial..., Wealth Accumulation..., Guaranteed Lifetime..., Tax-advantaged..., Business Overhead..., Tax Free Income, College Funding..., College Funds, Estate Preservation, Buy-Sell, Financial Planning, Private Banking
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2013
Executive Certificate, Financial Planning
Texas A&M University 2001 — 2005
BA, Communication & Business
Truxton Trust Company September 2012 - Present
Belmont University October 2013 - September 2014
Wellness Financial Advisors August 2011 - August 2012
Waddell & Reed, Inc. May 2009 - July 2011
JPMorgan Chase 2006 - 2009
Talent Marketing Group August 2005 - November 2006
First Baptist Church Bryan 2004 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Asset Management, Financial Analysis, Estate Planning, Finance, Strategic Financial..., Loans, Securities, Strategic Planning, Employee Benefits, IRAs, 401k Rollovers, Portfolio Management, Asset Managment, SEP IRA, Wealth Preservation..., Investment Advisory, Income for Life, Retirement, Traditional IRA, Key Person Protection, Protection..., Multi-generational..., Multi-generational..., Gifting Strategies, Legacies, Legacy Giving, Charitable Remainder..., Charitable Gift Planning, Irrevocable Life..., Revocable Trusts, Fiduciary Management, Fiduciary Services, Holistic Financial..., Wealth Accumulation..., Guaranteed Lifetime..., Tax-advantaged..., Business Overhead..., Tax Free Income, College Funding..., College Funds, Estate Preservation, Buy-Sell, Financial Planning, Private Banking
Education
Belmont University - Jack C. Massey Graduate School of Business 2012 — 2013
Executive Certificate, Financial Planning
Texas A&M University 2001 — 2005
BA, Communication & Business
Mary Katherine Fine Mary Katherine Fine's Truxton Trust Company Experience July 2014 - Present
Job Personal Banker at Truxton Trust Company
Industry
Experience
Truxton Trust Company July 2014 - Present
DoubleTree by Hilton August 2013 - March 2014
Sunset Motel March 2013 - July 2013
Square Root Resturant April 2012 - November 2012
Midtown Pizza Kitchen May 2011 - January 2012
Nancy Patterson's Bistro May 2008 - December 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Social Media, Sales, Social Networking, Event Planning, Research, Microsoft Word, PowerPoint
Education
Brevard College 2011 — 2014
Bachelor's Degree, Business and Organizational Leadership
Truxton Trust Company July 2014 - Present
DoubleTree by Hilton August 2013 - March 2014
Sunset Motel March 2013 - July 2013
Square Root Resturant April 2012 - November 2012
Midtown Pizza Kitchen May 2011 - January 2012
Nancy Patterson's Bistro May 2008 - December 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, Social Media, Sales, Social Networking, Event Planning, Research, Microsoft Word, PowerPoint
Education
Brevard College 2011 — 2014
Bachelor's Degree, Business and Organizational Leadership
Jenna Jackley Jenna Jackley's Truxton Trust Company Experience February 2014 - Present
Job Banking at Truxton Trust Company
Industry Marketing and Advertising
Experience
Truxton Trust Company February 2014 - Present
Jenna Jackley January 2008 - Present
Evangelical United Church of Christ- Highland, IL August 2012 - January 2014
Skills
Discipleship, Pastoral Care, Theology, Preaching, Youth Ministry, Management, Project Management, Music Industry, Event Planning, Banking, Event Management, Live Sound, Private Banking, Entrepreneurship, Marketing Strategy
Education
Middle Tennessee State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Greenville College 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Truxton Trust Company February 2014 - Present
Jenna Jackley January 2008 - Present
Evangelical United Church of Christ- Highland, IL August 2012 - January 2014
Skills
Discipleship, Pastoral Care, Theology, Preaching, Youth Ministry, Management, Project Management, Music Industry, Event Planning, Banking, Event Management, Live Sound, Private Banking, Entrepreneurship, Marketing Strategy
Education
Middle Tennessee State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Greenville College 2011 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Michael Coogan Michael Coogan's Truxton Trust Company Experience August 2013 - Present
Job Credit Analyst at Truxton Trust Company
Industry Banking
Experience
Truxton Trust Company August 2013 - Present
Northwestern Mutual January 2013 - June 2013
Tennessee Department of Economic and Community Development May 2012 - July 2012
Asurion August 2010 - January 2011
Michael Cronin Acoustic Construction 2010 - 2010
MyOutdoorTV.com May 2007 - August 2007
Skills
Finance, Financial Analysis, Commercial Banking, Research, Microsoft Excel, Microsoft Office, Public Speaking, Data Entry, Teamwork, Customer Service, Social Media, Credit Analysis, Private Banking, Direct Marketing, Life Insurance, Disability Insurance, Personal Financial..., Social Networking
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts, Major: History GPA 3.16 Minors: Business, Economics, Senior
University School of Nashville 2004 — 2008
High School Diploma, Liberal Arts and Sciences
Truxton Trust Company August 2013 - Present
Northwestern Mutual January 2013 - June 2013
Tennessee Department of Economic and Community Development May 2012 - July 2012
Asurion August 2010 - January 2011
Michael Cronin Acoustic Construction 2010 - 2010
MyOutdoorTV.com May 2007 - August 2007
Skills
Finance, Financial Analysis, Commercial Banking, Research, Microsoft Excel, Microsoft Office, Public Speaking, Data Entry, Teamwork, Customer Service, Social Media, Credit Analysis, Private Banking, Direct Marketing, Life Insurance, Disability Insurance, Personal Financial..., Social Networking
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts, Major: History GPA 3.16 Minors: Business, Economics, Senior
University School of Nashville 2004 — 2008
High School Diploma, Liberal Arts and Sciences
Andrew Ritter Andrew Ritter's Truxton Trust Company Experience September 2013 - Present
Job Assistant Vice President at Truxton Trust Company
Industry Financial Services
Experience
Truxton Trust Company September 2013 - Present
Truxton Trust January 2012 - Present
SunTrust Bank July 2010 - January 2012
FirstBank February 2009 - March 2010
Skills
Credit Analysis, Credit Risk, Financial Modeling, Mortgage Lending, Loans, Underwriting, Finance, Risk Management, Loan Origination, Banking, Commercial Banking, Credit, Financial Analysis, Commercial Lending, Portfolio Management, Small Business Lending, Consumer Lending, Financial Risk, Investments, Mortgage Banking, Lines Of Credit, Treasury Management, Retail Banking, Commercial Mortgages, Financial Services, Branch Management, Construction Loans, Refinance
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
BS, Finance
Truxton Trust Company September 2013 - Present
Truxton Trust January 2012 - Present
SunTrust Bank July 2010 - January 2012
FirstBank February 2009 - March 2010
Skills
Credit Analysis, Credit Risk, Financial Modeling, Mortgage Lending, Loans, Underwriting, Finance, Risk Management, Loan Origination, Banking, Commercial Banking, Credit, Financial Analysis, Commercial Lending, Portfolio Management, Small Business Lending, Consumer Lending, Financial Risk, Investments, Mortgage Banking, Lines Of Credit, Treasury Management, Retail Banking, Commercial Mortgages, Financial Services, Branch Management, Construction Loans, Refinance
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
BS, Finance
Andrew May Andrew May's Truxton Trust Company Experience October 2010 - Present
Job CFO, Truxton Trust Company
Industry Banking
Experience
Truxton Trust Company October 2010 - Present
Jefferies & Company 2000 - 2008
J. C. Bradford & Company 1993 - 2000
Cytometry Associates 1990 - 1995
United States Marine Corps 1981 - 1984
Skills
Mergers, Financial Modeling, Investment Banking, IPO, Private Placements, Venture Capital, Capital Raising, Investor Relations, Corporate Finance, Due Diligence, Portfolio Management, Financial Analysis, Capital Markets, Investments, Securities, Equities, Valuation, Equity Research
Education
Harvard University 1984 — 1986
MBA, General Management
Yale University 1977 — 1981
BA, History
Montgomery Bell Academy 1971 — 1977
high school, High School/Secondary Diplomas and Certificates
Truxton Trust Company October 2010 - Present
Jefferies & Company 2000 - 2008
J. C. Bradford & Company 1993 - 2000
Cytometry Associates 1990 - 1995
United States Marine Corps 1981 - 1984
Skills
Mergers, Financial Modeling, Investment Banking, IPO, Private Placements, Venture Capital, Capital Raising, Investor Relations, Corporate Finance, Due Diligence, Portfolio Management, Financial Analysis, Capital Markets, Investments, Securities, Equities, Valuation, Equity Research
Education
Harvard University 1984 — 1986
MBA, General Management
Yale University 1977 — 1981
BA, History
Montgomery Bell Academy 1971 — 1977
high school, High School/Secondary Diplomas and Certificates
Sumner Dalrymple Sumner Dalrymple's Truxton Trust Company Experience May 2015 - Present
Job Business Analyst at Truxton Trust Company
Industry Banking
Experience
Truxton Trust Company May 2015 - Present
Haslam Inaugural Committee, Inc. December 2014 - April 2015
Lamar Alexander for Senate 2014, Inc. August 2013 - April 2015
Bill Haslam for Governor August 2013 - April 2015
Baker Botts LLP May 2012 - August 2012
Southern Pines Yoga Company November 2011 - January 2012
Skills
Social Media, Event Planning, Client Relations Skills, Public Relations, Public Speaking, PowerPoint, Social Networking, Social Media Blogging, Research, Microsoft Office, Fundraising
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts (B.A.), Art History
Chatham Hall 2006 — 2009
Truxton Trust Company May 2015 - Present
Haslam Inaugural Committee, Inc. December 2014 - April 2015
Lamar Alexander for Senate 2014, Inc. August 2013 - April 2015
Bill Haslam for Governor August 2013 - April 2015
Baker Botts LLP May 2012 - August 2012
Southern Pines Yoga Company November 2011 - January 2012
Skills
Social Media, Event Planning, Client Relations Skills, Public Relations, Public Speaking, PowerPoint, Social Networking, Social Media Blogging, Research, Microsoft Office, Fundraising
Education
Sewanee-The University of the South 2009 — 2013
Bachelor of Arts (B.A.), Art History
Chatham Hall 2006 — 2009
Rudy Edelen's Truxton Trust Company Experience May 2015 - Present
Job Portfolio Analyst at Truxton Trust Company
Industry Financial Services
Experience
Truxton Trust Company May 2015 - Present
Northwestern Mutual May 2013 - May 2015
University of Louisville Athletics August 2011 - April 2015
Skills
Finance, Leadership, Insurance, Life Insurance, Microsoft Excel, Goal Oriented, Disability Income..., Long Term Care Insurance, Sales, Access, Public Speaking, Disability Insurance, Financial Services, Microsoft Word, Social Networking, PowerPoint, Microsoft Office, Event Planning, Customer Service
Education
University of Louisville 2011 — 2015
Finance
Bowling Green High School 2007 — 2011
Truxton Trust Company May 2015 - Present
Northwestern Mutual May 2013 - May 2015
University of Louisville Athletics August 2011 - April 2015
Skills
Finance, Leadership, Insurance, Life Insurance, Microsoft Excel, Goal Oriented, Disability Income..., Long Term Care Insurance, Sales, Access, Public Speaking, Disability Insurance, Financial Services, Microsoft Word, Social Networking, PowerPoint, Microsoft Office, Event Planning, Customer Service
Education
University of Louisville 2011 — 2015
Finance
Bowling Green High School 2007 — 2011
Derrick Jones Derrick Jones's Truxton Trust Company Experience January 2004 - Present
Job Managing Director at Truxton Trust Company
Industry Banking
Experience
Truxton Trust Company January 2004 - Present
SunTrust Bank January 1998 - January 2004
Skills
Wealth Management, Teaching, Law, Certified Financial..., Certified Trust and..., Savings, Private Banking, High Net Worth..., Wealth Management..., Trust Services, Personal Finance, Investment Strategies, Financial Advisory, Investment Advisory, Bonds, Asset Management
Education
The University of Alabama School of Law
Doctor of Law (JD), Law
St. Leo University
Bachelor of Arts (BA), Business Administration/Finance
Truxton Trust Company January 2004 - Present
SunTrust Bank January 1998 - January 2004
Skills
Wealth Management, Teaching, Law, Certified Financial..., Certified Trust and..., Savings, Private Banking, High Net Worth..., Wealth Management..., Trust Services, Personal Finance, Investment Strategies, Financial Advisory, Investment Advisory, Bonds, Asset Management
Education
The University of Alabama School of Law
Doctor of Law (JD), Law
St. Leo University
Bachelor of Arts (BA), Business Administration/Finance
Brad Dunlavy Brad Dunlavy's Truxton Trust Company Experience August 2014 - Present
Job Senior Vice President at Truxton Trust Company
Industry Banking
Experience
Truxton Trust Company August 2014 - Present
KraftCPAs PLLC September 2008 - August 2014
Regions Bank January 2003 - June 2008
SunTrust Bank October 1984 - January 2003
Skills
Tax, Tax Accounting, Tax Preparation, Corporate Tax, CPA, Income Tax, Partnership Taxation, US GAAP, Tax Research, GAAP, Tax Law, International Tax, Tax Returns, SEC filings
Education
University of Alabama 1971 — 1976
B.S, BUSISNESS
Truxton Trust Company August 2014 - Present
KraftCPAs PLLC September 2008 - August 2014
Regions Bank January 2003 - June 2008
SunTrust Bank October 1984 - January 2003
Skills
Tax, Tax Accounting, Tax Preparation, Corporate Tax, CPA, Income Tax, Partnership Taxation, US GAAP, Tax Research, GAAP, Tax Law, International Tax, Tax Returns, SEC filings
Education
University of Alabama 1971 — 1976
B.S, BUSISNESS
Patricia Love, CFA Patricia Love, CFA's Truxton Trust Company Experience August 2004 - Present
Job Sr. Vice President & Portfolio Manager at Truxton Trust
Industry Banking
Experience
Truxton Trust Company August 2004 - Present
SunTrust February 1993 - August 2004
First City, Texas May 1980 - February 1993
Skills
Wealth Management, Portfolio Management, Credit Analysis, Loans, Small Business Lending, Credit, Banking, Investments, Equities, Fixed Income, Wealth Management..., Commercial Lending, Bond Pricing, Municipal Bonds, Asset Management, Bond Markets
Education
Sam Houston State University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance
Truxton Trust Company August 2004 - Present
SunTrust February 1993 - August 2004
First City, Texas May 1980 - February 1993
Skills
Wealth Management, Portfolio Management, Credit Analysis, Loans, Small Business Lending, Credit, Banking, Investments, Equities, Fixed Income, Wealth Management..., Commercial Lending, Bond Pricing, Municipal Bonds, Asset Management, Bond Markets
Education
Sam Houston State University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Finance
Matt O'Donoghue's Truxton Trust Company Experience August 2015 - Present
Job Markets. Startups. Advisory.
Industry Investment Management
Experience
Truxton Trust Company August 2015 - Present
M Advisors January 2015 - Present
Skills
Options, Equities, Proprietary Trading, Electronic Trading, Trading, Financial Markets, Trading Systems, Trading Strategies, Sales, Business Strategy, Startup Marketing, Risk Management, Equity Trading, Start-ups, Securities, ETFs, Capital Markets, Traders, Series 63, Bloomberg, FX Options, FINRA, Market Making, Options Strategies, Derivatives, Hedging, Equity Derivatives, Investments, Managed Futures, Technical Analysis, Asset Management, Prime Brokerage, FX trading, Arbitrage, Alternative Investments, Volatility, Futures Trading, Valuation, Mutual Funds
Education
Indiana University Bloomington 2000 — 2005
Management
Loyola Academy
Truxton Trust Company August 2015 - Present
M Advisors January 2015 - Present
Skills
Options, Equities, Proprietary Trading, Electronic Trading, Trading, Financial Markets, Trading Systems, Trading Strategies, Sales, Business Strategy, Startup Marketing, Risk Management, Equity Trading, Start-ups, Securities, ETFs, Capital Markets, Traders, Series 63, Bloomberg, FX Options, FINRA, Market Making, Options Strategies, Derivatives, Hedging, Equity Derivatives, Investments, Managed Futures, Technical Analysis, Asset Management, Prime Brokerage, FX trading, Arbitrage, Alternative Investments, Volatility, Futures Trading, Valuation, Mutual Funds
Education
Indiana University Bloomington 2000 — 2005
Management
Loyola Academy
Miles Kirkland, CFA's Truxton Trust Company Experience May 2013 - Present
Job Vice President & Portfolio Manager at Truxton Trust
Industry Financial Services
Experience
Truxton Trust Company May 2013 - Present
Mastrapasqua Asset Management May 2000 - April 2013
Kirkland's Home January 1995 - March 1998
Skills
Portfolio Management, Investments, Valuation, Financial Modeling, Asset Management, Corporate Finance, Financial Analysis, Wealth Management, Investment Management, Equities, Alternative Investments, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance and Accounting
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), English
Truxton Trust Company May 2013 - Present
Mastrapasqua Asset Management May 2000 - April 2013
Kirkland's Home January 1995 - March 1998
Skills
Portfolio Management, Investments, Valuation, Financial Modeling, Asset Management, Corporate Finance, Financial Analysis, Wealth Management, Investment Management, Equities, Alternative Investments, Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance and Accounting
Sewanee-The University of the South 1990 — 1994
Bachelor of Arts (B.A.), English
Brooke Rice's Truxton Trust Company Experience August 2012 - Present
Job Private Banking at Truxton Trust
Industry Financial Services
Experience
Truxton Trust Company August 2012 - Present
SunTrust Bank April 2010 - August 2012
Seigenthaler Public Relations April 2006 - August 2009
Bill Voorhees Company July 2005 - April 2006
Skills
Event Planning, Public Relations, Advertising, Customer Service, Social Networking, Social Media Marketing, Marketing, Facebook, Loan Documents, Private Banking, Email Marketing, Public Speaking, Client Relations, Communication
Education
Belmont University 1999 — 2002
Bachelor of Science, Exercise Physiology
Harpeth Hall 1994 — 1998
Truxton Trust Company August 2012 - Present
SunTrust Bank April 2010 - August 2012
Seigenthaler Public Relations April 2006 - August 2009
Bill Voorhees Company July 2005 - April 2006
Skills
Event Planning, Public Relations, Advertising, Customer Service, Social Networking, Social Media Marketing, Marketing, Facebook, Loan Documents, Private Banking, Email Marketing, Public Speaking, Client Relations, Communication
Education
Belmont University 1999 — 2002
Bachelor of Science, Exercise Physiology
Harpeth Hall 1994 — 1998
Christopher Bricker's Truxton Trust Company Experience December 2006 - June 2013
Job Senior Vice President, Pinnacle Financial Partners
Industry Investment Management
Experience
Pinnacle Financial Partners July 2013 - Present
Truxton Trust Company December 2006 - June 2013
SunTrust Bank 1997 - 2006
Bankers Trust 1993 - 1997
Education
Lipscomb University 1988 — 1992
Bachelor of Science, Finance and Economics
Pinnacle Financial Partners July 2013 - Present
Truxton Trust Company December 2006 - June 2013
SunTrust Bank 1997 - 2006
Bankers Trust 1993 - 1997
Education
Lipscomb University 1988 — 1992
Bachelor of Science, Finance and Economics
Beverly Conley's Truxton Trust Company Experience September 2013 - Present
Job Vice President and Investment Operations Officer at Truxton Trust Company
Industry Financial Services
Experience
Truxton Trust Company September 2013 - Present
Truxton Trust Company November 2004 - Present
PowellJohnson February 2003 - October 2004
Morgan Stanley May 2001 - February 2003
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Wealth Management..., Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Services, Financial Planning
Education
Sewanee-The University of the South 1997 — 2001
Economics
Sewanee-The University of the South 1997 — 2001
Bachelor's degree (Economics), Economics
Truxton Trust Company September 2013 - Present
Truxton Trust Company November 2004 - Present
PowellJohnson February 2003 - October 2004
Morgan Stanley May 2001 - February 2003
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Management, Wealth Management..., Retirement Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Services, Financial Planning
Education
Sewanee-The University of the South 1997 — 2001
Economics
Sewanee-The University of the South 1997 — 2001
Bachelor's degree (Economics), Economics
First National Bank of Omaha
PIMCO
CIB Bank
Roth Capital Partners
Davis + Henderson
Pivotal Payments
Centerview Partners
Kotak Mahindra Bank