Vining Sparks
Industry: Company
DescriptionHeadquarters: Memphis, TN CEO: Mark A Medford General counsel: Martin F. Shea Jr. (EVP, Business Development) Founded: 1981 Chief information officer: Kyle Broussard (EVP) Subsidiaries: Vining-Sparks Asset Management, LLC, Vining Sparks IBG, LP, Research Division
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Vining Sparks Employees
Employee
Years
Job
Industry
Angel Carney Angel Carney's Vining Sparks Experience December 1990 - May 2015
Job assistant vp securities lending at Vining Sparks
Industry Investment Banking
Experience
Vining Sparks, IBG 1994 - May 2015
Vining Sparks December 1990 - May 2015
Skills
Investment Banking, Corporate Finance, Valuation, Financial Analysis, Fixed Income, Investments, Microsoft Excel, Banking, Due Diligence, Capital Markets, Portfolio Management, Asset Management, Securities, Bonds, Securities Lending
Education
University of Mississippi 1990 — 1994
Bachelor of Business Administration (BBA), Business/Commerce, General
Vining Sparks, IBG 1994 - May 2015
Vining Sparks December 1990 - May 2015
Skills
Investment Banking, Corporate Finance, Valuation, Financial Analysis, Fixed Income, Investments, Microsoft Excel, Banking, Due Diligence, Capital Markets, Portfolio Management, Asset Management, Securities, Bonds, Securities Lending
Education
University of Mississippi 1990 — 1994
Bachelor of Business Administration (BBA), Business/Commerce, General
Hale Stewart Hale Stewart's Vining Sparks Experience 1999 - 2001
Job Captive Insurance Author and Expert; International and Domestic Tax Planning
Industry Legal Services
Experience
The Law Offices of Hale Stewart August 2007 - Present
Vining Sparks 1999 - 2001
Josephthal, Lyon and Ross 1995 - 1997
Skills
Captives, Tax, Estate Planning, Financial Planners, Insurance, Mergers, Mutual Funds, International Tax, High Net Worth..., Trusts, Due Diligence, Joint Ventures, Corporate Governance, Litigation, Estate Tax Planning, Tax Law, Corporate Law, Asset Protection, Income Tax, Finance, Small Business, Corporate Tax, Commercial Litigation, Estate Law, Strategy, Mergers & Acquisitions, Wills, Alternative Investments, Litigation Support, Financial Structuring, Portfolio Management, Financial Advisory, Legal Writing, Cross-border..., Asset Managment, Insurance Law, Securities, LLC, Investments, Legal Advice, Compliance, Civil Litigation, Tax Advisory, Wealth Management, Intellectual Property, Gift Tax, International Law, Probation, Contract Negotiation, Mediation
Education
Thomas Jefferson School of Law 2007 — 2008
LLM, International and Domestic Taxation
South Texas College of Law 2001 — 2004
JD, Law
South Texas College of Law 2001 — 2003
JD, Law
Trinity University 1986 — 1990
BA, Political Science
St Xavier High School 1982 — 1985
High School Diploma
The Law Offices of Hale Stewart August 2007 - Present
Vining Sparks 1999 - 2001
Josephthal, Lyon and Ross 1995 - 1997
Skills
Captives, Tax, Estate Planning, Financial Planners, Insurance, Mergers, Mutual Funds, International Tax, High Net Worth..., Trusts, Due Diligence, Joint Ventures, Corporate Governance, Litigation, Estate Tax Planning, Tax Law, Corporate Law, Asset Protection, Income Tax, Finance, Small Business, Corporate Tax, Commercial Litigation, Estate Law, Strategy, Mergers & Acquisitions, Wills, Alternative Investments, Litigation Support, Financial Structuring, Portfolio Management, Financial Advisory, Legal Writing, Cross-border..., Asset Managment, Insurance Law, Securities, LLC, Investments, Legal Advice, Compliance, Civil Litigation, Tax Advisory, Wealth Management, Intellectual Property, Gift Tax, International Law, Probation, Contract Negotiation, Mediation
Education
Thomas Jefferson School of Law 2007 — 2008
LLM, International and Domestic Taxation
South Texas College of Law 2001 — 2004
JD, Law
South Texas College of Law 2001 — 2003
JD, Law
Trinity University 1986 — 1990
BA, Political Science
St Xavier High School 1982 — 1985
High School Diploma
Richard Vest Richard Vest's Vining Sparks Experience October 1998 - August 2006
Job Institutional Sales & Trading at Academy Securities
Industry Financial Services
Experience
Academy Securities July 2014 - Present
Cantor Fitzgerald July 2008 - September 2012
Vining Sparks October 1998 - August 2006
Skills
Fixed Income, Hedge Funds, Investments, Private Equity, Due Diligence, Mergers & Acquisitions, Retirement Planning, Equities, Insurance, Capital Markets, Derivatives, Series 7, Securities, Bloomberg, Alternative Investments, Investment Banking, Trading, Portfolio Management, Bonds, Series 63, Asset Management
Education
San Diego State University-California State University 1991 — 1993
Bachelors of Sceince, Business Administration- Financw
Academy Securities July 2014 - Present
Cantor Fitzgerald July 2008 - September 2012
Vining Sparks October 1998 - August 2006
Skills
Fixed Income, Hedge Funds, Investments, Private Equity, Due Diligence, Mergers & Acquisitions, Retirement Planning, Equities, Insurance, Capital Markets, Derivatives, Series 7, Securities, Bloomberg, Alternative Investments, Investment Banking, Trading, Portfolio Management, Bonds, Series 63, Asset Management
Education
San Diego State University-California State University 1991 — 1993
Bachelors of Sceince, Business Administration- Financw
Christopher Corcoran Christopher Corcoran's Vining Sparks Experience June 2009 - Present
Job Institutional Fixed Income Broker Senior Vice President at Vining Sparks
Industry Financial Services
Experience
Vining Sparks June 2009 - Present
Dun & Bradstreet March 2008 - June 2009
ChoicePoint (Acquired by Reed Elsevier/LexisNexis) November 2003 - March 2008
ChoicePoint November 2001 - November 2003
ChoicePoint August 2001 - November 2001
Skills
Fixed Income, Risk Management, Investments, Series 7, Series 63, Investment Banking, Banking, Salesforce.com, Manage Client..., Financial Institutions, Credit Unions, Fixed Income Products, Customer Relations, Consultative Selling, Interest Rate Swaps, Brokers, Securities, Financial Services
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA
Myers Park High School 1993 — 1997
Vining Sparks June 2009 - Present
Dun & Bradstreet March 2008 - June 2009
ChoicePoint (Acquired by Reed Elsevier/LexisNexis) November 2003 - March 2008
ChoicePoint November 2001 - November 2003
ChoicePoint August 2001 - November 2001
Skills
Fixed Income, Risk Management, Investments, Series 7, Series 63, Investment Banking, Banking, Salesforce.com, Manage Client..., Financial Institutions, Credit Unions, Fixed Income Products, Customer Relations, Consultative Selling, Interest Rate Swaps, Brokers, Securities, Financial Services
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA
Myers Park High School 1993 — 1997
John Crawford, CFA John Crawford, CFA's Vining Sparks Experience August 2008 - Present
Job Executive Vice President
Industry Financial Services
Experience
Vining Sparks August 2008 - Present
FTN Financial July 2004 - August 2008
Union Planters Bank (now Regions) May 2000 - July 2004
Carreker Corporation (now Fiserv) April 1999 - April 2000
Bank One (now JPMorgan, previously MCorp / Mercantile National Bank) January 1984 - April 1999
Education
Texas Tech University 1980 — 1983
BBA, Accounting and Finance
Vining Sparks August 2008 - Present
FTN Financial July 2004 - August 2008
Union Planters Bank (now Regions) May 2000 - July 2004
Carreker Corporation (now Fiserv) April 1999 - April 2000
Bank One (now JPMorgan, previously MCorp / Mercantile National Bank) January 1984 - April 1999
Education
Texas Tech University 1980 — 1983
BBA, Accounting and Finance
John Nicholas John Nicholas's Vining Sparks Experience May 2005 - June 2006
Job Senior Trust Officer at Dunham Trust Company
Industry Banking
Experience
Dunham Trust Company July 2015 - Present
Cache Bank and Trust July 2009 - July 2015
United Western Bank December 2007 - March 2009
Key Bank October 2006 - November 2007
Vining Sparks May 2005 - June 2006
Skills
Investments, IRAs, Banking, Retirement Planning, Trust Management, Estate Planning, Financial Services, Real Estate, Asset Management, Consumer Lending, Fixed Income, Investment Management, Retirement, Wealth Management
Education
The University of Memphis 1999 — 2005
MBA, Finance
Dunham Trust Company July 2015 - Present
Cache Bank and Trust July 2009 - July 2015
United Western Bank December 2007 - March 2009
Key Bank October 2006 - November 2007
Vining Sparks May 2005 - June 2006
Skills
Investments, IRAs, Banking, Retirement Planning, Trust Management, Estate Planning, Financial Services, Real Estate, Asset Management, Consumer Lending, Fixed Income, Investment Management, Retirement, Wealth Management
Education
The University of Memphis 1999 — 2005
MBA, Finance
Jed Warren Jed Warren's Vining Sparks Experience October 2011 - December 2011
Job Technical Support / Lead Training Coordinator and Developmentat ProTech Systems Group, Inc.
Industry Information Technology and Services
Experience
ProTech Systems Group, Inc. (Contract ARS Rescue Rooter Corporate) January 2014 - Present
Service Master 2012 - January 2014
Microsoft September 2008 - October 2013
Vining Sparks October 2011 - December 2011
National Civil Rights Museum August 2010 - September 2010
International Paper January 2009 - September 2010
AOC, LLC February 2010 - February 2010
New Horizons Computer Learning Centers November 2004 - September 2008
American Medibanc December 1997 - October 2004
Skills
Microsoft Office, Microsoft Certified..., IC3, Windows, ITIL, .NET, SharePoint, Troubleshooting, Windows 7, Active Directory, Technical Writing, Computer Hardware, Dreamweaver, Technical Support, Virtualization, Visio, Networking, HTML, Microsoft Exchange, Operating Systems, Databases, Windows Server, Windows XP, XP
Education
The University of Memphis 1992 — 1996
ECS
ProTech Systems Group, Inc. (Contract ARS Rescue Rooter Corporate) January 2014 - Present
Service Master 2012 - January 2014
Microsoft September 2008 - October 2013
Vining Sparks October 2011 - December 2011
National Civil Rights Museum August 2010 - September 2010
International Paper January 2009 - September 2010
AOC, LLC February 2010 - February 2010
New Horizons Computer Learning Centers November 2004 - September 2008
American Medibanc December 1997 - October 2004
Skills
Microsoft Office, Microsoft Certified..., IC3, Windows, ITIL, .NET, SharePoint, Troubleshooting, Windows 7, Active Directory, Technical Writing, Computer Hardware, Dreamweaver, Technical Support, Virtualization, Visio, Networking, HTML, Microsoft Exchange, Operating Systems, Databases, Windows Server, Windows XP, XP
Education
The University of Memphis 1992 — 1996
ECS
Samantha Robertson Samantha Robertson's Vining Sparks Experience May 2005 - Present
Job Trading Assistant at ViningSparks
Industry Investment Banking
Experience
Vining-Sparks May 2005 - Present
Duncan-Williams, Inc. February 2005 - May 2005
Skills
Series 7, Series 63, Asset Allocation, Fixed Income, Trading, Securities, Investments, Capital Markets, Technology, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Portfolio Management, Financial Analysis, Bonds, Equities, Risk Management, Asset Management, Derivatives, Investment Banking, Financial Modeling, Banking
Education
The University of Memphis 2000 — 2005
BA, Finance
Vining-Sparks May 2005 - Present
Duncan-Williams, Inc. February 2005 - May 2005
Skills
Series 7, Series 63, Asset Allocation, Fixed Income, Trading, Securities, Investments, Capital Markets, Technology, Microsoft Excel, Bloomberg Terminal, Bloomberg, Microsoft Office, Portfolio Management, Financial Analysis, Bonds, Equities, Risk Management, Asset Management, Derivatives, Investment Banking, Financial Modeling, Banking
Education
The University of Memphis 2000 — 2005
BA, Finance
Bob Bernhard's Vining Sparks Experience December 2005 - August 2008
Job President Foundation Business Capital
Industry Banking
Experience
Foundation Business Capital LLC June 2015 - Present
Gulf Coast Business Credit August 2013 - May 2015
Alden Systems December 2012 - August 2013
FleetCor December 2009 - June 2011
Crews & Associates August 2008 - October 2009
Vining Sparks December 2005 - August 2008
STEPHENS INC February 2002 - October 2005
STERNE, AGEE May 1999 - December 2001
STEPHENS INC September 1994 - May 1999
PAINE WEBBER, INC February 1988 - March 1993
Skills
Securities, Capital Markets, Portfolio Management, Investments, Equities, Series 7, Bloomberg, Financial Analysis, Loans, Asset Management, Finance, Valuation, Business Development, New Business Development, Bonds, Fixed Income, Banking, Financial Modeling, Trading, Financial Services, Mutual Funds, Credit, Strategic Financial..., Mortgage Lending
Education
Louisiana State University 1981 — 1986
B.S. Political Science, Economics & Poli Sci.
New York Institute of Finance 1987 — 1990
Finance
Foundation Business Capital LLC June 2015 - Present
Gulf Coast Business Credit August 2013 - May 2015
Alden Systems December 2012 - August 2013
FleetCor December 2009 - June 2011
Crews & Associates August 2008 - October 2009
Vining Sparks December 2005 - August 2008
STEPHENS INC February 2002 - October 2005
STERNE, AGEE May 1999 - December 2001
STEPHENS INC September 1994 - May 1999
PAINE WEBBER, INC February 1988 - March 1993
Skills
Securities, Capital Markets, Portfolio Management, Investments, Equities, Series 7, Bloomberg, Financial Analysis, Loans, Asset Management, Finance, Valuation, Business Development, New Business Development, Bonds, Fixed Income, Banking, Financial Modeling, Trading, Financial Services, Mutual Funds, Credit, Strategic Financial..., Mortgage Lending
Education
Louisiana State University 1981 — 1986
B.S. Political Science, Economics & Poli Sci.
New York Institute of Finance 1987 — 1990
Finance
Clay Scott, CPA Clay Scott, CPA's Vining Sparks Experience August 1999 - Present
Job Institutional Fixed Income Broker Senior Vice President, CPA at Vining Sparks
Industry Financial Services
Experience
Vining Sparks August 1999 - Present
Ernst & Young January 1997 - August 1999
Union Planters Bank May 1995 - August 1996
Education
University of Tennessee-Knoxville 1992 — 1997
BS, MAcc, Accounting
University of Tennessee-Knoxville - College of Business Administration 1992 — 1997
Vining Sparks August 1999 - Present
Ernst & Young January 1997 - August 1999
Union Planters Bank May 1995 - August 1996
Education
University of Tennessee-Knoxville 1992 — 1997
BS, MAcc, Accounting
University of Tennessee-Knoxville - College of Business Administration 1992 — 1997
Jim Glendon, CFA Jim Glendon, CFA's Vining Sparks Experience September 2011 - January 2014
Job Senior Investment Analyst at FedEx Corporation
Industry Financial Services
Experience
FedEx Corporation January 2014 - Present
Vining Sparks September 2011 - January 2014
SouthernSun Asset Management May 2009 - August 2011
Simon and Schuster September 2006 - July 2008
Skills
Asset Allocation, Investments, Financial Modeling, Financial Analysis, Series 7, Asset Liability..., Bloomberg, Series 63, Microsoft Excel, Equities, Business Development, Portfolio Management, Asset Management, Investment Management, Fixed Income, Trading, FactSet, Performance Attribution, Long Duration Investing..., Manager Research, Advent Axys, Loans, Investment Grade Fixed..., Financial Services, Client Services, RFP Generation
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MSF, Master of Science in Finance
Temple University - Fox School of Business and Management
BBA, Finance
Wilkes University
FedEx Corporation January 2014 - Present
Vining Sparks September 2011 - January 2014
SouthernSun Asset Management May 2009 - August 2011
Simon and Schuster September 2006 - July 2008
Skills
Asset Allocation, Investments, Financial Modeling, Financial Analysis, Series 7, Asset Liability..., Bloomberg, Series 63, Microsoft Excel, Equities, Business Development, Portfolio Management, Asset Management, Investment Management, Fixed Income, Trading, FactSet, Performance Attribution, Long Duration Investing..., Manager Research, Advent Axys, Loans, Investment Grade Fixed..., Financial Services, Client Services, RFP Generation
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2009
MSF, Master of Science in Finance
Temple University - Fox School of Business and Management
BBA, Finance
Wilkes University
Dudley Carter's Vining Sparks Experience June 2015 - Present
Job Economic Analyst Vining Sparks
Industry Financial Services
Experience
Vining Sparks June 2015 - Present
First Horizon National Corporation November 2014 - June 2015
KPMG July 2013 - November 2014
KPMG September 2008 - June 2013
Skills
External Audit, US GAAP, CPA, GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Big 4, Financial Audits
Education
University of Mississippi 2007 — 2008
Masters of Accountancy, Accounting
University of Mississippi 2003 — 2007
Bachelor of Accountancy, Accounting
Vining Sparks June 2015 - Present
First Horizon National Corporation November 2014 - June 2015
KPMG July 2013 - November 2014
KPMG September 2008 - June 2013
Skills
External Audit, US GAAP, CPA, GAAP, SEC filings, Sarbanes-Oxley Act, Auditing, Big 4, Financial Audits
Education
University of Mississippi 2007 — 2008
Masters of Accountancy, Accounting
University of Mississippi 2003 — 2007
Bachelor of Accountancy, Accounting
Monte Marshall's Vining Sparks Experience July 2007 - Present
Job Senior Vice President
Industry Investment Banking
Experience
Vining Sparks July 2007 - Present
Vining Sparks February 2005 - July 2007
Education
University of Arkansas 1985 — 1990
BSBA, Financial Management
Vining Sparks July 2007 - Present
Vining Sparks February 2005 - July 2007
Education
University of Arkansas 1985 — 1990
BSBA, Financial Management
Napoleon Cassibry's Vining Sparks Experience Sr. VPVining Sparks IBG1985 - Present
Job SR. VP at Vining Sparks
Industry Financial Services
Experience
Vining Sparks Sr. VPVining Sparks IBG1985 - Present
Education
Delta State University 1968 — 1972
Vining Sparks Sr. VPVining Sparks IBG1985 - Present
Education
Delta State University 1968 — 1972
Meredith Allen Jr., CFA, CPA's Vining Sparks Experience August 2007 - December 2010
Job Senior Vice President Sales at Vining Sparks, IBG
Industry Capital Markets
Experience
Vining Sparks, IBG November 2010 - Present
Vining Sparks August 2007 - December 2010
KPMG LLP August 2004 - August 2007
Reynolds, Bone and Griesbeck PLC January 2003 - August 2004
Education
University of Mississippi 1996 — 2002
BA, MA, Accountancy
Vining Sparks, IBG November 2010 - Present
Vining Sparks August 2007 - December 2010
KPMG LLP August 2004 - August 2007
Reynolds, Bone and Griesbeck PLC January 2003 - August 2004
Education
University of Mississippi 1996 — 2002
BA, MA, Accountancy
Anita Fenichel's Vining Sparks Experience Senior VPVining Sparks1999 - Present
Job Sr. VP at Vining Sparks
Industry Financial Services
Experience
Vining Sparks Senior VPVining Sparks1999 - Present
Education
Penn State University 1982 — 1984
MS, Mineral Economics
Vining Sparks Senior VPVining Sparks1999 - Present
Education
Penn State University 1982 — 1984
MS, Mineral Economics
Monte Marshall's Vining Sparks Experience February 2004 - Present
Job Senior VP at Vining Sparks
Industry Investment Banking
Experience
Vining Sparks February 2004 - Present
Cost Containment Express --Pioneers In Healthcare Repricing 2013 - November 2014
Wal-Mart International February 1989 - January 2004
Skills
Financial Analysis, Interest Rate Risk..., Fixed Income, Bonds, Series 7, Series 63, Structured Products, Bloomberg, Investments, Trading, Strategic Planning, Accounting, Capital Markets, Entrepreneurship, Securities, Microsoft Excel, Investment Banking, Budgets, Credit Derivatives, Portfolio Management, Derivatives, Equities, Asset Management, Swaps, Mergers & Acquisitions
Education
University of Arkansas at Fayetteville 1985 — 1989
Bachelor of Science (BS), Finance and Financial Management Services
Berlitz School of Languages
Spanish
Vining Sparks February 2004 - Present
Cost Containment Express --Pioneers In Healthcare Repricing 2013 - November 2014
Wal-Mart International February 1989 - January 2004
Skills
Financial Analysis, Interest Rate Risk..., Fixed Income, Bonds, Series 7, Series 63, Structured Products, Bloomberg, Investments, Trading, Strategic Planning, Accounting, Capital Markets, Entrepreneurship, Securities, Microsoft Excel, Investment Banking, Budgets, Credit Derivatives, Portfolio Management, Derivatives, Equities, Asset Management, Swaps, Mergers & Acquisitions
Education
University of Arkansas at Fayetteville 1985 — 1989
Bachelor of Science (BS), Finance and Financial Management Services
Berlitz School of Languages
Spanish
Joe Larizza's Vining Sparks Experience July 1995 - Present
Job SVP Head of Agency and treasury trading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
vining sparks July 1995 - Present
First Boston 1994 - 1995
Vining Sparks, IBG September 1989 - June 1994
Barnett Bank March 1987 - July 1989
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Financial Markets, Hedge Funds, Fixed Income, Equities, Interest Rate..., Investment Banking, Portfolio Management, Investments, Securities, Series 63, Series 7, Structured Products, Trading, Series 24, Swaps, Options, Risk Management, Financial Modeling, Valuation, Trading Systems, Banking, Wealth Management
Education
Auburn University 1983 — 1987
BA, Econmics
Bishop Kenny High School 1981 — 1983
Raymond James Financial Inc. 2011 - Present
vining sparks July 1995 - Present
First Boston 1994 - 1995
Vining Sparks, IBG September 1989 - June 1994
Barnett Bank March 1987 - July 1989
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Financial Markets, Hedge Funds, Fixed Income, Equities, Interest Rate..., Investment Banking, Portfolio Management, Investments, Securities, Series 63, Series 7, Structured Products, Trading, Series 24, Swaps, Options, Risk Management, Financial Modeling, Valuation, Trading Systems, Banking, Wealth Management
Education
Auburn University 1983 — 1987
BA, Econmics
Bishop Kenny High School 1981 — 1983
Larry Ridge's Vining Sparks Experience January 1996 - Present
Job SVP at Vining Sparks
Industry Financial Services
Experience
Vining Sparks January 1996 - Present
Skills
Bonds, Trading, Finance, Fixed Income, Series 7, Risk Management, Alternative Investments, Securities, Bloomberg, Portfolio Management, Capital Markets, Financial Analysis, Banking
Education
Broward College
Vining Sparks January 1996 - Present
Skills
Bonds, Trading, Finance, Fixed Income, Series 7, Risk Management, Alternative Investments, Securities, Bloomberg, Portfolio Management, Capital Markets, Financial Analysis, Banking
Education
Broward College
Matt Paynter's Vining Sparks Experience March 2003 - Present
Job Institutional Bond Broker with Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks March 2003 - Present
Enron Energy Services December 2001 - February 2003
Enron Energy Services June 2001 - December 2001
U.S. Department of the Treasury May 1999 - August 1999
Skills
Trading, Risk Management, CRM, Fixed Income, Financial Analysis, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Loans, Analysis, Finance, Series 7, Financial Markets, Investments
Education
ESADE Business School 2001 — 2001
University of Florida - Warrington College of Business Administration 2000 — 2001
MAIB, International Business
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance
Vining Sparks March 2003 - Present
Enron Energy Services December 2001 - February 2003
Enron Energy Services June 2001 - December 2001
U.S. Department of the Treasury May 1999 - August 1999
Skills
Trading, Risk Management, CRM, Fixed Income, Financial Analysis, Portfolio Management, Financial Modeling, Due Diligence, Valuation, Loans, Analysis, Finance, Series 7, Financial Markets, Investments
Education
ESADE Business School 2001 — 2001
University of Florida - Warrington College of Business Administration 2000 — 2001
MAIB, International Business
University of Florida - Warrington College of Business Administration 1996 — 2000
BSBA, Finance
Jordan Harris's Vining Sparks Experience March 2009 - July 2010
Job Managing Director: Structured Product Sales
Industry Capital Markets
Experience
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
CRT Capital Group September 2013 - April 2015
BNY Mellon April 2011 - May 2013
Mesirow Financial August 2010 - March 2011
Vining Sparks March 2009 - July 2010
UBS Investment Bank June 2007 - October 2007
Lehman Brothers June 2006 - June 2007
Lehman Brothers August 2004 - June 2006
PEAK6 INVESTMENTS, L.P. June 2003 - August 2003
Goldman Sachs January 2000 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Accounting & Finance
State University of New York College at Buffalo 1994 — 1998
B.S., Business Administration
Lee Chandler's Vining Sparks Experience April 1991 - Present
Job Sr. VP at Vining Sparks
Industry Financial Services
Experience
Vining Sparks April 1991 - Present
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Investments, Portfolio Management, ALM
Education
University of Mississippi - School of Business Administration 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Vining Sparks April 1991 - Present
Skills
Series 7, Series 63, Fixed Income, Securities, Bonds, Investments, Portfolio Management, ALM
Education
University of Mississippi - School of Business Administration 1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General
James Vining's Vining Sparks Experience Retired CEOVining Sparks, IBG1981 - 2009
Job President and CEO at Vining Sparks
Industry Financial Services
Experience
Vining Sparks Retired CEOVining Sparks, IBG1981 - 2009
Vining Sparks 1981 - 2008
Education
Oklahoma State University 1960 — 1966
Vining Sparks Retired CEOVining Sparks, IBG1981 - 2009
Vining Sparks 1981 - 2008
Education
Oklahoma State University 1960 — 1966
Jaime Loftin's Vining Sparks Experience February 1999 - Present
Job SVP at Vining Sparks
Industry Investment Management
Experience
Vining Sparks February 1999 - Present
Skills
Financial Markets, Financial Modeling, Equities, Investments, Fixed Income, Bonds, Investment Banking, Portfolio Management, Capital Markets, Finance, Securities, Asset Management, Strategic Financial..., Financial Analysis, Bloomberg, Investment Strategies, Analysis, Series 7
Education
The University of Memphis 1995 — 2000
B.S., Finance, Accounting
Vining Sparks February 1999 - Present
Skills
Financial Markets, Financial Modeling, Equities, Investments, Fixed Income, Bonds, Investment Banking, Portfolio Management, Capital Markets, Finance, Securities, Asset Management, Strategic Financial..., Financial Analysis, Bloomberg, Investment Strategies, Analysis, Series 7
Education
The University of Memphis 1995 — 2000
B.S., Finance, Accounting
Mark Evans, CFA's Vining Sparks Experience January 1999 - December 2013
Job Director of Trading, Vining Sparks
Industry Financial Services
Experience
Vining Sparks January 1999 - December 2013
Education
The University of Memphis 1985 — 1989
BBA, Finance
Vining Sparks January 1999 - December 2013
Education
The University of Memphis 1985 — 1989
BBA, Finance
Randy Wade's Vining Sparks Experience November 1994 - Present
Job Director of Sales at Vining Sparks
Industry Financial Services
Experience
Vining Sparks November 1994 - Present
Skills
Investments, Securities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63
Education
Abilene Christian University 1977 — 1981
Vining Sparks November 1994 - Present
Skills
Investments, Securities, Bonds, Fixed Income, Portfolio Management, Series 7, Series 63
Education
Abilene Christian University 1977 — 1981
Joe Larizza's Vining Sparks Experience vpCredit Suisse First BostonJuly 1994 - August 1995
Job director at vining sparks
Industry Financial Services
Experience
vining sparks vpCredit Suisse First BostonJuly 1994 - August 1995
Education
Auburn University 1983 — 1987
ba, economics
vining sparks vpCredit Suisse First BostonJuly 1994 - August 1995
Education
Auburn University 1983 — 1987
ba, economics
BK Kennedy's Vining Sparks Experience September 2009 - June 2011
Job Commercial Real Estate Appraiser
Industry Commercial Real Estate
Experience
Integra Realty Resources August 2011 - Present
Vining Sparks September 2009 - June 2011
Howe Barnes Hoefer & Arnett August 2008 - September 2009
Erwin-Penland February 2007 - August 2008
Skills
Commercial Real Estate..., Investments, Real Estate Economics, Due Diligence, Portfolio Management, Strategic Planning, Risk Management, Series 7, Series 63, Microsoft Excel, Asset Managment, Asset Management, Real Estate, Finance, Appraisals, Disposition, Valuation, Commercial Real Estate, Financial Analysis
Education
University of South Carolina-Columbia 2004 — 2006
BA, Journalism/Advertising
Wofford College 2002 — 2004
Woodberry Forest School 1998 — 2002
Integra Realty Resources August 2011 - Present
Vining Sparks September 2009 - June 2011
Howe Barnes Hoefer & Arnett August 2008 - September 2009
Erwin-Penland February 2007 - August 2008
Skills
Commercial Real Estate..., Investments, Real Estate Economics, Due Diligence, Portfolio Management, Strategic Planning, Risk Management, Series 7, Series 63, Microsoft Excel, Asset Managment, Asset Management, Real Estate, Finance, Appraisals, Disposition, Valuation, Commercial Real Estate, Financial Analysis
Education
University of South Carolina-Columbia 2004 — 2006
BA, Journalism/Advertising
Wofford College 2002 — 2004
Woodberry Forest School 1998 — 2002
Jereme Carlisle's Vining Sparks Experience January 1998 - January 1999
Job Marketing Analytics and Strategy
Industry Leisure, Travel & Tourism
Experience
CheapCaribbean.com April 2015 - Present
CheapCaribbean.com October 2013 - April 2015
Dr Pepper Snapple Group October 2011 - September 2013
PepsiCo July 2006 - April 2011
FedEx Office October 2003 - June 2006
CLEAR CHANNEL Worldwide January 2000 - October 2003
VINING SPARKS January 1998 - January 1999
UNION PLANTERS NATIONAL BANK January 1997 - January 1998
Skills
People Management, Fixed Assets, Shared Services, Cards, Payment Systems, Reconciliation, General Ledger, Forecasting, Operating Budgets, Budget Process, Financial Analysis, Business Analysis, Capital Projects, Capital Budgeting, Project Planning, Project Management, Strategic Planning, Account Reconciliation, P&L Analysis, Sarbanes-Oxley, Accounting, Finance, Sarbanes-Oxley Act, Strategy, Cross-functional Team..., Customer Service, SAP, Data Analysis, Database Design, Presentations, Team Building, Compliance, Accounts Payable, Income Statement, Internal Controls, Expenses, Pivot Tables, Management, Auditing, P
Education
Texas Christian University 1992 — 1996
Bachelors, Business Administration
CheapCaribbean.com April 2015 - Present
CheapCaribbean.com October 2013 - April 2015
Dr Pepper Snapple Group October 2011 - September 2013
PepsiCo July 2006 - April 2011
FedEx Office October 2003 - June 2006
CLEAR CHANNEL Worldwide January 2000 - October 2003
VINING SPARKS January 1998 - January 1999
UNION PLANTERS NATIONAL BANK January 1997 - January 1998
Skills
People Management, Fixed Assets, Shared Services, Cards, Payment Systems, Reconciliation, General Ledger, Forecasting, Operating Budgets, Budget Process, Financial Analysis, Business Analysis, Capital Projects, Capital Budgeting, Project Planning, Project Management, Strategic Planning, Account Reconciliation, P&L Analysis, Sarbanes-Oxley, Accounting, Finance, Sarbanes-Oxley Act, Strategy, Cross-functional Team..., Customer Service, SAP, Data Analysis, Database Design, Presentations, Team Building, Compliance, Accounts Payable, Income Statement, Internal Controls, Expenses, Pivot Tables, Management, Auditing, P
Education
Texas Christian University 1992 — 1996
Bachelors, Business Administration
Emily Delashmit's Vining Sparks Experience December 2006 - Present
Job Premium Strategies Group at Vining Sparks
Industry Financial Services
Experience
Vining Sparks December 2006 - Present
Duncan-Williams, Inc. July 2006 - November 2007
Skills
Bonds, Fixed Income, Bloomberg, Series 63, Financial Analysis, Series 7, Securities, Equities, Capital Markets, Hedge Funds, Alternative Investments, Trading
Education
Christian Brothers University 2007 — 2008
MBA, Finance, Business
Vining Sparks December 2006 - Present
Duncan-Williams, Inc. July 2006 - November 2007
Skills
Bonds, Fixed Income, Bloomberg, Series 63, Financial Analysis, Series 7, Securities, Equities, Capital Markets, Hedge Funds, Alternative Investments, Trading
Education
Christian Brothers University 2007 — 2008
MBA, Finance, Business
Peter Colin's Vining Sparks Experience 1991 - 2013
Job Bond market technology for trading, pricing and research.
Industry Information Technology and Services
Experience
COLINET Inc. 2013 - Present
CIty of Munford TN 2013 - Present
Vining Sparks 1991 - 2013
Warrington Financial Systems 1989 - 1990
Union Planters Bank - Investment Division 1984 - 1989
Control Data Corporation 1980 - 1984
Skills
Fixed Income, Capital Markets, Portfolio Management, Trading, Derivatives, Investment Banking, Bloomberg, Financial Markets, Investments, Asset Management, Securities, Bonds, Credit Derivatives, Risk Management, Banking, Trading Systems, Structured Products, Analytics
Education
Swarthmore College
BS Engineering, Civil Engineering, Mechanical Engineering
University of Minnesota-Twin Cities 1975 — 1978
Civil Engineering
COLINET Inc. 2013 - Present
CIty of Munford TN 2013 - Present
Vining Sparks 1991 - 2013
Warrington Financial Systems 1989 - 1990
Union Planters Bank - Investment Division 1984 - 1989
Control Data Corporation 1980 - 1984
Skills
Fixed Income, Capital Markets, Portfolio Management, Trading, Derivatives, Investment Banking, Bloomberg, Financial Markets, Investments, Asset Management, Securities, Bonds, Credit Derivatives, Risk Management, Banking, Trading Systems, Structured Products, Analytics
Education
Swarthmore College
BS Engineering, Civil Engineering, Mechanical Engineering
University of Minnesota-Twin Cities 1975 — 1978
Civil Engineering
Garry Shaw's Vining Sparks Experience 1990 - 1994
Job Fixed Income Trader at NFP Securities
Industry Financial Services
Experience
NFP Securities February 2008 - Present
NFP Securities, Inc. February 2008 - 2008
Thomas Group Capital, LLC October 2005 - December 2007
Raymond James September 1997 - October 2002
Simmons National Bank 1994 - 1997
Vining Sparks 1990 - 1994
Education
University of Arkansas 1971 — 1972
accounting
University of Central Arkansas 1965 — 1969
BSE, Mathmatics
NFP Securities February 2008 - Present
NFP Securities, Inc. February 2008 - 2008
Thomas Group Capital, LLC October 2005 - December 2007
Raymond James September 1997 - October 2002
Simmons National Bank 1994 - 1997
Vining Sparks 1990 - 1994
Education
University of Arkansas 1971 — 1972
accounting
University of Central Arkansas 1965 — 1969
BSE, Mathmatics
David Visinsky's Vining Sparks Experience WRSMU1994 - 1998
Job SVP at Vining Sparks
Industry Financial Services
Experience
Vining Sparks WRSMU1994 - 1998
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Capital Markets, Fixed Income, Series 7, Valuation, Mergers & Acquisitions, Alternative Investments, Equities, Asset Management, Hedge Funds, Investment Banking, Series 63
Education
SMU
Vanderbilt University - Owen Graduate School of Management
Vining Sparks WRSMU1994 - 1998
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Capital Markets, Fixed Income, Series 7, Valuation, Mergers & Acquisitions, Alternative Investments, Equities, Asset Management, Hedge Funds, Investment Banking, Series 63
Education
SMU
Vanderbilt University - Owen Graduate School of Management
Sean Couch's Vining Sparks Experience September 2015 - Present
Job FI Sales at Stifel Financial Corp.
Industry Financial Services
Experience
Vining Sparks September 2015 - Present
Stifel Financial Corp. April 2012 - Present
Bank of America January 1997 - January 2012
Skills
Capital Markets, Financial Analysis, Equities, Portfolio Management, Fixed Income, Asset Management, Bonds
Education
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.), Economics
The Albany Academy 1984 — 1988
Vining Sparks September 2015 - Present
Stifel Financial Corp. April 2012 - Present
Bank of America January 1997 - January 2012
Skills
Capital Markets, Financial Analysis, Equities, Portfolio Management, Fixed Income, Asset Management, Bonds
Education
St. Lawrence University 1988 — 1992
Bachelor of Arts (B.A.), Economics
The Albany Academy 1984 — 1988
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY