Vining Sparks, IBG
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, IBG Employees
Employee
Years
Job
Industry
Charlie (Charles) Jacobi Charlie (Charles) Jacobi's Vining Sparks, IBG Experience April 2005 - August 2014
Job Senior Sales Professional | Institutional Fixed Income Sales | B2B Sales | Director of Sales Management
Industry Financial Services
Experience
Sales Executive August 2014 - Present
Vining Sparks, IBG April 2005 - August 2014
Howe Barnes Investments January 1995 - April 2005
Kemper Securities Inc November 1990 - January 1995
Skills
Fixed Income, Securities, Series 7, Investments, Portfolio Management, Alternative Investments, Wealth Management, Financial Analysis, Hedge Funds, Asset Managment, Series 63, Business Development, Strategic Financial..., Insurance, Investment Banking, Bonds, Sales, Capital Markets, Asset Management, Asset Allocation, Finance, Financial Planning, Sales Management, Team Leadership, Coaching, Marketing, Management, Leadership
Education
Northern Illinois University 1979 — 1983
BS, Marketing - Minor in Economics
Six Sigma Green Belt Training - Chicago Deming Association
Six Sigma Masters Program - Naperville, IL
Sales Executive August 2014 - Present
Vining Sparks, IBG April 2005 - August 2014
Howe Barnes Investments January 1995 - April 2005
Kemper Securities Inc November 1990 - January 1995
Skills
Fixed Income, Securities, Series 7, Investments, Portfolio Management, Alternative Investments, Wealth Management, Financial Analysis, Hedge Funds, Asset Managment, Series 63, Business Development, Strategic Financial..., Insurance, Investment Banking, Bonds, Sales, Capital Markets, Asset Management, Asset Allocation, Finance, Financial Planning, Sales Management, Team Leadership, Coaching, Marketing, Management, Leadership
Education
Northern Illinois University 1979 — 1983
BS, Marketing - Minor in Economics
Six Sigma Green Belt Training - Chicago Deming Association
Six Sigma Masters Program - Naperville, IL
Justin Calhoun Justin Calhoun's Vining Sparks, IBG Experience December 2013 - May 2014
Job Founder of FrontierMetrix
Industry Financial Services
Experience
FrontierMetrix - Capital Markets Research & Analytics May 2014 - Present
Vining Sparks, IBG December 2013 - May 2014
Vining Sparks, IBG July 2011 - December 2013
Merrill Lynch - Global Wealth Management August 2009 - July 2011
LifeCyte, Inc. January 2008 - August 2009
AutoZone October 2004 - January 2008
LifeCyte, Inc. July 2002 - January 2008
Skills
Fixed Income, Financial Modeling, Asset Management, Valuation, Strategic Planning, Financial Analysis, Economics, Risk Management, Credit Analysis, Capital Markets, Investment Strategies, Banking, Asset Allocation, Forecasting, Microsoft Excel, VBA, SAS, Investments, Portfolio Management, Finance, Trading, Analysis, Equities, Financial Risk, Bloomberg, Hedge Funds, Investment Banking, Bonds, Derivatives, Mutual Funds, Financial Markets, Emerging Markets, Private Equity, Options, Alternative Investments, Series 7, Securities, Quantitative Analytics, Corporate Finance, Credit, FX Options, Financial Services, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Business Administration
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Computer Engineering
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Electrical Engineering
FrontierMetrix - Capital Markets Research & Analytics May 2014 - Present
Vining Sparks, IBG December 2013 - May 2014
Vining Sparks, IBG July 2011 - December 2013
Merrill Lynch - Global Wealth Management August 2009 - July 2011
LifeCyte, Inc. January 2008 - August 2009
AutoZone October 2004 - January 2008
LifeCyte, Inc. July 2002 - January 2008
Skills
Fixed Income, Financial Modeling, Asset Management, Valuation, Strategic Planning, Financial Analysis, Economics, Risk Management, Credit Analysis, Capital Markets, Investment Strategies, Banking, Asset Allocation, Forecasting, Microsoft Excel, VBA, SAS, Investments, Portfolio Management, Finance, Trading, Analysis, Equities, Financial Risk, Bloomberg, Hedge Funds, Investment Banking, Bonds, Derivatives, Mutual Funds, Financial Markets, Emerging Markets, Private Equity, Options, Alternative Investments, Series 7, Securities, Quantitative Analytics, Corporate Finance, Credit, FX Options, Financial Services, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Business Administration
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Computer Engineering
The University of Memphis 2000 — 2004
Bachelor of Science (BS), Electrical Engineering
Richard Vining Richard Vining's Vining Sparks, IBG Experience 1995 - 1998
Job President at WiseHeart Foundation
Industry Religious Institutions
Experience
WiseHeart Foundation 2014 - Present
Visible Music College November 2014 - May 2015
Streets Ministries April 2005 - June 2014
Revenue Assurance Professionals, LLC April 1999 - April 2004
Vining Sparks, IBG 1995 - 1998
Skills
Fundraising, Nonprofits, Strategic Planning, Customer Service, Public Speaking, Leadership, Community Outreach, Volunteer Management, Event Planning, Social Media, Management, Team Building
Education
University of Alabama 1991 — 1995
WiseHeart Foundation 2014 - Present
Visible Music College November 2014 - May 2015
Streets Ministries April 2005 - June 2014
Revenue Assurance Professionals, LLC April 1999 - April 2004
Vining Sparks, IBG 1995 - 1998
Skills
Fundraising, Nonprofits, Strategic Planning, Customer Service, Public Speaking, Leadership, Community Outreach, Volunteer Management, Event Planning, Social Media, Management, Team Building
Education
University of Alabama 1991 — 1995
Chris Yarbrough Chris Yarbrough's Vining Sparks, IBG Experience September 2003 - November 2006
Job Taxable Municipal Trader at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2012 - Present
Morgan Keegan April 2009 - September 2012
Morgan Keegan March 2008 - April 2009
Vining Sparks, IBG September 2003 - November 2006
Skills
Series 7, Series 63, Series 66, Fixed Income, Bonds, Bloomberg, Uniform Combined State..., FINRA, Securities, Trading, Trading Systems, Electronic Trading, Bloomberg Terminal, Financial Services, Financial Markets, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management
Education
The University of Memphis 1998 — 2002
Bachelor of Business Administration, Marketing Management
Raymond James Financial Inc. September 2012 - Present
Morgan Keegan April 2009 - September 2012
Morgan Keegan March 2008 - April 2009
Vining Sparks, IBG September 2003 - November 2006
Skills
Series 7, Series 63, Series 66, Fixed Income, Bonds, Bloomberg, Uniform Combined State..., FINRA, Securities, Trading, Trading Systems, Electronic Trading, Bloomberg Terminal, Financial Services, Financial Markets, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management
Education
The University of Memphis 1998 — 2002
Bachelor of Business Administration, Marketing Management
Noam Ashter Noam Ashter's Vining Sparks, IBG Experience February 2004 - November 2007
Job Investment & Corporate Finance Professional
Industry Investment Management
Experience
Elan Capital Advisors, LLC March 2008 - Present
Alden Global Capital May 2014 - August 2014
Bishop, Rosen & Co., Inc. November 2007 - April 2008
Vining Sparks, IBG February 2004 - November 2007
Skills
Investments, Fixed Income, Financial Modeling, Investment Strategies, Equity Research, Equity Valuation, Portfolio Management, Equities, Alternative Investments, Hedge Funds, Trading, Risk Management, Valuation, Bloomberg, Capital IQ, FactSet, Strategic Financial..., Value Investing, Special Situations..., Distressed Debt, Restructuring
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Concentration
The University of Memphis 2001 — 2004
Bachelor of Science (BS), Finance, General
Elan Capital Advisors, LLC March 2008 - Present
Alden Global Capital May 2014 - August 2014
Bishop, Rosen & Co., Inc. November 2007 - April 2008
Vining Sparks, IBG February 2004 - November 2007
Skills
Investments, Fixed Income, Financial Modeling, Investment Strategies, Equity Research, Equity Valuation, Portfolio Management, Equities, Alternative Investments, Hedge Funds, Trading, Risk Management, Valuation, Bloomberg, Capital IQ, FactSet, Strategic Financial..., Value Investing, Special Situations..., Distressed Debt, Restructuring
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Concentration
The University of Memphis 2001 — 2004
Bachelor of Science (BS), Finance, General
Adam Horowitz's Vining Sparks, IBG Experience 1998 - 2007
Job Vice President at Lovee Doll & Toy Co.
Industry Consumer Goods
Experience
Lovee Doll & Toy Co. December 2012 - September 2014
PNC Bank March 2006 - December 2012
Vining Sparks, IBG 1998 - 2007
Skills
Marketing Strategy, Product Development, Merchandising, Retail, Brand Development, Sales Management, Consumer Products, Negotiation, Product Marketing, Marketing, MBS, CMOS, Agencies, CMBS, Corporates, High Yield, Investment Grade, Structured Funding, Institutional Sales, Credit, Loans, Banking, Portfolio Management, Financial Analysis
Education
University of Arizona 1984 — 1988
Lovee Doll & Toy Co. December 2012 - September 2014
PNC Bank March 2006 - December 2012
Vining Sparks, IBG 1998 - 2007
Skills
Marketing Strategy, Product Development, Merchandising, Retail, Brand Development, Sales Management, Consumer Products, Negotiation, Product Marketing, Marketing, MBS, CMOS, Agencies, CMBS, Corporates, High Yield, Investment Grade, Structured Funding, Institutional Sales, Credit, Loans, Banking, Portfolio Management, Financial Analysis
Education
University of Arizona 1984 — 1988
Brittany Nason Brittany Nason's Vining Sparks, IBG Experience November 2014 - Present
Job Accounting Support Staff at Vining Sparks
Industry Education Management
Experience
Vining Sparks, IBG November 2014 - Present
Sylvan Learning August 2013 - July 2014
Hammer Jewelry August 2012 - August 2013
Tyson Foods January 2011 - March 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, Sales, Management, Organization, Typing, Job Scheduling, Social Networking, Computer-savvy, Creative, Honest, Time Management, Administration, Marketing, PowerPoint, Customer Service
Education
Mississippi State University 2011 — 2012
Master's degree, Business Administration and Management, General
University of Mississippi 2007 — 2011
Bachelor's degree, Accounting
Vining Sparks, IBG November 2014 - Present
Sylvan Learning August 2013 - July 2014
Hammer Jewelry August 2012 - August 2013
Tyson Foods January 2011 - March 2011
Skills
Microsoft Excel, Microsoft Word, Accounting, Sales, Management, Organization, Typing, Job Scheduling, Social Networking, Computer-savvy, Creative, Honest, Time Management, Administration, Marketing, PowerPoint, Customer Service
Education
Mississippi State University 2011 — 2012
Master's degree, Business Administration and Management, General
University of Mississippi 2007 — 2011
Bachelor's degree, Accounting
Peter Colin, Jr. Peter Colin, Jr.'s Vining Sparks, IBG Experience May 2000 - August 2001
Job Legal Intern at Jackson, Shields, Yeiser & Holt
Industry Law Practice
Experience
Jackson, Shields, Yeiser & Holt May 2015 - July 2015
Colinet, Inc March 2011 - September 2014
Theatre Memphis June 2009 - July 2014
Tipton County Schools July 2009 - June 2014
A. Schwab May 2012 - July 2012
Chrs Love Music April 2005 - October 2009
Vining Sparks, IBG May 2000 - August 2001
Skills
Music Education, Music, Studio Recording, Social Media, Public Speaking, Microsoft Office, Fundraising, Microsoft Excel, Bond Markets, Bloomberg Terminal, Legal Writing, Legal Research, Web Design, Westlaw, Prezi, LexisNexis, Fixed Income Analysis, Education, Finale, Conducting, Music Licensing, SBA 504, MBS, Orchestral Music, Performing Arts, Trombone, Music Industry, Recording, Teaching
Education
Northeastern University School of Law 2014 — 2017
Juris Doctor (J.D.)
The University of Memphis 2007 — 2009
Bachelor; Cum Laude, Music Education
Tennessee Technological University 2005 — 2007
Music Education-Conducting
Munford High School
Jackson, Shields, Yeiser & Holt May 2015 - July 2015
Colinet, Inc March 2011 - September 2014
Theatre Memphis June 2009 - July 2014
Tipton County Schools July 2009 - June 2014
A. Schwab May 2012 - July 2012
Chrs Love Music April 2005 - October 2009
Vining Sparks, IBG May 2000 - August 2001
Skills
Music Education, Music, Studio Recording, Social Media, Public Speaking, Microsoft Office, Fundraising, Microsoft Excel, Bond Markets, Bloomberg Terminal, Legal Writing, Legal Research, Web Design, Westlaw, Prezi, LexisNexis, Fixed Income Analysis, Education, Finale, Conducting, Music Licensing, SBA 504, MBS, Orchestral Music, Performing Arts, Trombone, Music Industry, Recording, Teaching
Education
Northeastern University School of Law 2014 — 2017
Juris Doctor (J.D.)
The University of Memphis 2007 — 2009
Bachelor; Cum Laude, Music Education
Tennessee Technological University 2005 — 2007
Music Education-Conducting
Munford High School
Angel Carney Angel Carney's Vining Sparks, IBG Experience 1994 - 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
Scott Grady Scott Grady's Vining Sparks, IBG Experience May 2015 - Present
Job MBS TRADER at Vining Sparks
Industry Investment Banking
Experience
Vining Sparks, IBG May 2015 - Present
CRT Capital Group August 2014 - May 2015
RBS Markets & International Banking August 2012 - August 2014
RBS Global Banking & Markets September 2010 - August 2012
RBS Global Banking & Markets July 2010 - September 2010
RBS Global Banking & Markets July 2009 - August 2010
RBS Global Banking & Markets May 2009 - July 2009
Shore and Country Club March 2009 - May 2009
Fairfield University September 2005 - May 2009
The Saugatuck Rowing Club September 2005 - March 2009
Skills
Fixed Income, Bloomberg, Investment Banking, Bonds, MBS, Excel, Trading, Fixed Income Trading, Fixed Income Products, Agency MBS, Series 7, Bloomberg Terminal, Series 63, Finance, Electronic Trading, Derivatives, Financial Risk, Structured Products, Microsoft Excel, Capital Markets, Risk Management
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance, Minor in Marketing
Vining Sparks, IBG May 2015 - Present
CRT Capital Group August 2014 - May 2015
RBS Markets & International Banking August 2012 - August 2014
RBS Global Banking & Markets September 2010 - August 2012
RBS Global Banking & Markets July 2010 - September 2010
RBS Global Banking & Markets July 2009 - August 2010
RBS Global Banking & Markets May 2009 - July 2009
Shore and Country Club March 2009 - May 2009
Fairfield University September 2005 - May 2009
The Saugatuck Rowing Club September 2005 - March 2009
Skills
Fixed Income, Bloomberg, Investment Banking, Bonds, MBS, Excel, Trading, Fixed Income Trading, Fixed Income Products, Agency MBS, Series 7, Bloomberg Terminal, Series 63, Finance, Electronic Trading, Derivatives, Financial Risk, Structured Products, Microsoft Excel, Capital Markets, Risk Management
Education
Fairfield University 2005 — 2009
Bachelor of Science, Finance, Minor in Marketing
William French William French's Vining Sparks, IBG Experience December 2011 - January 2012
Job Account Manager at The Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Northern Trust October 2013 - September 2014
Edward Jones August 2012 - July 2013
Vining Sparks, IBG December 2011 - January 2012
Coons Franklin Lodge June 2007 - August 2011
Skills
Investments, Financial Analysis, Strategic Financial..., Management, Portfolio Management, Finance, Sales, Financial Reporting, Leadership, Series 7, Series, Financial Planning, Risk Management, Insurance, Bloomberg, Customer Service
Education
University of Alabama 2008 — 2012
BA, Finance - Real Estate
Cardinal Gibbons High School 2004 — 2008
Northern Trust Corporation September 2014 - Present
Northern Trust October 2013 - September 2014
Edward Jones August 2012 - July 2013
Vining Sparks, IBG December 2011 - January 2012
Coons Franklin Lodge June 2007 - August 2011
Skills
Investments, Financial Analysis, Strategic Financial..., Management, Portfolio Management, Finance, Sales, Financial Reporting, Leadership, Series 7, Series, Financial Planning, Risk Management, Insurance, Bloomberg, Customer Service
Education
University of Alabama 2008 — 2012
BA, Finance - Real Estate
Cardinal Gibbons High School 2004 — 2008
Travis Nauert's Vining Sparks, IBG Experience June 2015 - Present
Job Analyst at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG June 2015 - Present
Gerber/Taylor Management Co. September 2014 - June 2015
Education
University of Alabama 2010 — 2014
Bachelor of Science (BS), Economics and Finance
The London School of Economics and Political Science (LSE)
International Relations and Affairs
Vining Sparks, IBG June 2015 - Present
Gerber/Taylor Management Co. September 2014 - June 2015
Education
University of Alabama 2010 — 2014
Bachelor of Science (BS), Economics and Finance
The London School of Economics and Political Science (LSE)
International Relations and Affairs
Don Kryskowski Don Kryskowski's Vining Sparks, IBG Experience 2011 - 2014
Job First Vice President at Investment Professionals,Inc
Industry Financial Services
Experience
Investment Professionals,Inc November 2014 - Present
Vining Sparks, IBG 2011 - 2014
Bank of America 1986 - 2010
Skills
Trading, Marketing, Risk Management, Teamwork, Sales, Management, Fixed Income, Securities, Capital Markets, Bloomberg, Equities, Investments, Portfolio Management, Series 63, Series 7
Education
DePaul University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Hillsdale College 1970 — 1974
Bachelor of Arts (BA), Business Administration and Management, General
Investment Professionals,Inc November 2014 - Present
Vining Sparks, IBG 2011 - 2014
Bank of America 1986 - 2010
Skills
Trading, Marketing, Risk Management, Teamwork, Sales, Management, Fixed Income, Securities, Capital Markets, Bloomberg, Equities, Investments, Portfolio Management, Series 63, Series 7
Education
DePaul University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Hillsdale College 1970 — 1974
Bachelor of Arts (BA), Business Administration and Management, General
Buck Burns Buck Burns's Vining Sparks, IBG Experience August 2006 - August 2010
Job Institutional Fixed Income Sales
Industry Financial Services
Experience
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
Brean Capital, LLC October 2014 - September 2015
Duncan-Williams, Inc. April 2014 - October 2014
Sterne Agee September 2010 - April 2014
Vining Sparks, IBG August 2006 - August 2010
First Tennessee Capital Markets September 2003 - August 2006
Stewart Enterprises Ltd March 2000 - September 2003
Britton and Koontz, FNB May 1998 - March 2000
Skills
Portfolio Management, Series 7, Capital Markets, Fixed Income, Bloomberg, Banking, Securities, Bonds, Asset Management, Business Intelligence, Derivatives, Hedge Funds, Series 63, Trading, Structured Products, Equities
Education
Delta State University 1994 — 1997
Bachelors, Business Management
John Mark Brown John Mark Brown's Vining Sparks, IBG Experience October 1993 - October 1994
Job Mortgage System Architect at TSP Consulting Services
Industry Financial Services
Experience
TSP Consulting Services, Inc. September 2013 - Present
JPMorgan Chase March 2001 - September 2013
Regions Financial Corporation November 1994 - July 2000
Vining Sparks, IBG October 1993 - October 1994
Deposit Guaranty National Bank July 1985 - October 1993
Skills
Microsoft Office, Problem Solving, Project Planning, Deadline Oriented, Process Evaluation, Process Improvement, Technical Writing, Organization, System Testing, System Implementations, Compliance, Regulatory Requirements, Internal Audit, Internal Communications, Oral & Written..., Analysis, Banking, Management, Mortgage Lending, Risk Management, Strategic Planning, Customer Service, Team Building, Credit, Financial Risk, Leadership, Loans
Education
Mississippi State University 1983 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Itawamba Community College 1981 — 1983
Associate of Arts (AA), Accounting and Finance
Mortgage Banker's Association School of Mortgage Banking
Accredited Mortgage Professional (AMP) designation
TSP Consulting Services, Inc. September 2013 - Present
JPMorgan Chase March 2001 - September 2013
Regions Financial Corporation November 1994 - July 2000
Vining Sparks, IBG October 1993 - October 1994
Deposit Guaranty National Bank July 1985 - October 1993
Skills
Microsoft Office, Problem Solving, Project Planning, Deadline Oriented, Process Evaluation, Process Improvement, Technical Writing, Organization, System Testing, System Implementations, Compliance, Regulatory Requirements, Internal Audit, Internal Communications, Oral & Written..., Analysis, Banking, Management, Mortgage Lending, Risk Management, Strategic Planning, Customer Service, Team Building, Credit, Financial Risk, Leadership, Loans
Education
Mississippi State University 1983 — 1985
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Itawamba Community College 1981 — 1983
Associate of Arts (AA), Accounting and Finance
Mortgage Banker's Association School of Mortgage Banking
Accredited Mortgage Professional (AMP) designation
Rachael Mathis Rachael Mathis's Vining Sparks, IBG Experience January 2014 - Present
Job Asset Liability Analyst at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG January 2014 - Present
Wunderlich Securities December 2012 - January 2014
Morgan Keegan & Co. May 2009 - December 2012
Morgan Keegan & Co. March 2006 - May 2009
Skills
Financial Analysis, Accounting, Investments, Financial Modeling, Financial Reporting, Strategic Financial..., Asset Management, Alternative Investments, Retirement Planning
Education
The University of Memphis 2013 — 2015
Bachelor’s Degree, Accounting
Union University 2001 — 2005
Bachelor’s Degree, Early Childhood Education
Vining Sparks, IBG January 2014 - Present
Wunderlich Securities December 2012 - January 2014
Morgan Keegan & Co. May 2009 - December 2012
Morgan Keegan & Co. March 2006 - May 2009
Skills
Financial Analysis, Accounting, Investments, Financial Modeling, Financial Reporting, Strategic Financial..., Asset Management, Alternative Investments, Retirement Planning
Education
The University of Memphis 2013 — 2015
Bachelor’s Degree, Accounting
Union University 2001 — 2005
Bachelor’s Degree, Early Childhood Education
Angela Gaeto Angela Gaeto's Vining Sparks, IBG Experience September 2012 - Present
Job Asset Liability Analyst at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG September 2012 - Present
Morgan Keegan December 2010 - September 2012
Morgan Keegan May 2009 - December 2010
Morgan Keegan December 2006 - May 2009
Skills
Series 7, Strategic Financial..., Series 63, Bloomberg, Uniform Combined State..., Financial Modeling, Financial Analysis, Finance
Education
University of Dayton 2002 — 2006
Bachelor of Science, Finance
Vining Sparks, IBG September 2012 - Present
Morgan Keegan December 2010 - September 2012
Morgan Keegan May 2009 - December 2010
Morgan Keegan December 2006 - May 2009
Skills
Series 7, Strategic Financial..., Series 63, Bloomberg, Uniform Combined State..., Financial Modeling, Financial Analysis, Finance
Education
University of Dayton 2002 — 2006
Bachelor of Science, Finance
Elise Patterson's Vining Sparks, IBG Experience April 2006 - Present
Job Executive Assistant/Event Planner at Vining Sparks IBG
Industry Investment Banking
Experience
Vining Sparks IBG April 2006 - Present
Smith & Nephew Orthopaedics February 1997 - January 2004
The Valuations Group February 1994 - July 1996
UT Medical Group, Inc. 1990 - 1993
Skills
Executive..., Event Planning, Banking, Travel Arrangements, Communication Skills, Time Management, Valuation, Bonds, Long-term Customer..., Regulatory Requirements, Medical Terminology, Securities, Arts, Online Research, Calendaring, Copy Editing, Continuing Education
Education
The University of Memphis 1986 — 1989
BLS, Language in the Philosophy and Production of Contemporary Visual Art
Clinton High School, Clinton, MS
Diploma
Vining Sparks IBG April 2006 - Present
Smith & Nephew Orthopaedics February 1997 - January 2004
The Valuations Group February 1994 - July 1996
UT Medical Group, Inc. 1990 - 1993
Skills
Executive..., Event Planning, Banking, Travel Arrangements, Communication Skills, Time Management, Valuation, Bonds, Long-term Customer..., Regulatory Requirements, Medical Terminology, Securities, Arts, Online Research, Calendaring, Copy Editing, Continuing Education
Education
The University of Memphis 1986 — 1989
BLS, Language in the Philosophy and Production of Contemporary Visual Art
Clinton High School, Clinton, MS
Diploma
Katie Gilbert, CFP®'s Vining Sparks, IBG Experience July 2004 - July 2008
Job Retirement Plan Specialist at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
Cornerstone Financial Partners, Inc May 2012 - Present
First Financial Resources January 2010 - May 2012
First Financial Resources August 2008 - January 2010
Vining Sparks, IBG July 2004 - July 2008
Skills
Strategic Financial..., Investments, Risk Management, Fixed Income, Banking, Securities, Wealth Management, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Microsoft Excel, Financial Advisory, Sales, Customer Service, PowerPoint, Series 7, Trading, 401k, Series 63, Retirement Planning
Education
North Carolina State University 2004 — 2008
Bachelor of Science, Business Management - Finance; Minor in Accounting
Queens University of Charlotte 2011 — 2013
Certified Financial Planner Program, Finance, General
Myers Park
Cornerstone Financial Partners, Inc May 2012 - Present
First Financial Resources January 2010 - May 2012
First Financial Resources August 2008 - January 2010
Vining Sparks, IBG July 2004 - July 2008
Skills
Strategic Financial..., Investments, Risk Management, Fixed Income, Banking, Securities, Wealth Management, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Microsoft Excel, Financial Advisory, Sales, Customer Service, PowerPoint, Series 7, Trading, 401k, Series 63, Retirement Planning
Education
North Carolina State University 2004 — 2008
Bachelor of Science, Business Management - Finance; Minor in Accounting
Queens University of Charlotte 2011 — 2013
Certified Financial Planner Program, Finance, General
Myers Park
Brian Mattesich Brian Mattesich's Vining Sparks, IBG Experience October 2010 - June 2011
Job Associate Analyst at Moody's Investors Service
Industry Investment Management
Experience
Moody's Investors Service 2015 - Present
MORGAN STANLEY October 2013 - June 2014
Janney Montgomery Scott September 2011 - June 2013
Vining Sparks, IBG October 2010 - June 2011
CETG (CREDIT EQUITY TRADING GROUP) May 2010 - September 2010
Apache Trading LLC March 2003 - March 2010
Andover Brokerage, LLC May 2001 - February 2003
Skills
Fixed Income, Trading, Financial Analysis, Financial Modeling, ETFs
Education
Columbia University in the City of New York 2010 — 2011
Postbaccalaureate Business Program
Indiana University Bloomington 1993 — 1996
Bachelor of Arts (B.A.), Psychology
Moody's Investors Service 2015 - Present
MORGAN STANLEY October 2013 - June 2014
Janney Montgomery Scott September 2011 - June 2013
Vining Sparks, IBG October 2010 - June 2011
CETG (CREDIT EQUITY TRADING GROUP) May 2010 - September 2010
Apache Trading LLC March 2003 - March 2010
Andover Brokerage, LLC May 2001 - February 2003
Skills
Fixed Income, Trading, Financial Analysis, Financial Modeling, ETFs
Education
Columbia University in the City of New York 2010 — 2011
Postbaccalaureate Business Program
Indiana University Bloomington 1993 — 1996
Bachelor of Arts (B.A.), Psychology
Drew Hyde's Vining Sparks, IBG Experience March 2010 - April 2014
Job Senior Vice President at Duncan Williams, Inc.
Industry Financial Services
Experience
Duncan Williams, Inc. May 2014 - Present
Vining Sparks, IBG March 2010 - April 2014
Cantor Fitzgerald January 2007 - March 2010
SunTrust Robinson Humphrey November 2004 - January 2007
Skills
Series 7, Series 66
Education
University of Mississippi
Political Science
Duncan Williams, Inc. May 2014 - Present
Vining Sparks, IBG March 2010 - April 2014
Cantor Fitzgerald January 2007 - March 2010
SunTrust Robinson Humphrey November 2004 - January 2007
Skills
Series 7, Series 66
Education
University of Mississippi
Political Science
Victor Frazier's Vining Sparks, IBG Experience April 2006 - April 2008
Job Event Services Specialist at Staffpro Inc.
Industry Hospitality
Experience
Staffpro Inc. September 2015 - Present
West Central Community Center 2004 - Present
Spokane Transit Authority January 1998 - Present
Northwest Neighborhood Association of Spokane April 2003 - Present
Fred's Appliance September 2014 - September 2015
River Park Square May 2012 - May 2014
Russell Creek Winery March 2010 - August 2011
Independent Wealth Connections March 2010 - March 2011
Spokane Club November 2008 - March 2010
Vining Sparks, IBG April 2006 - April 2008
Skills
Event Planning, Community Outreach, Public Relations, Nonprofits, Hospitality, Public Speaking, Management, Budgets, Training, Leadership, Political Campaigns, Program Development, Community Development, Wine Tasting, Research, Newsletters, Marketing Communications, Organizational..., Media Relations, Strategic Financial..., Small Business, Social Networking, Policy, Strategic Planning, Fundraising, Program Management, Leadership Development, Marketing, Social Media Marketing, Team Building, Event Management, Volunteer Management
Education
Troy University 1988 — 1990
Master of Arts & Science, International Relations, Political Science
Western Michigan University 1975 — 1979
Bachelor of Science (BS), Geography, Marketing & Gen Business
East Lansing High School
Staffpro Inc. September 2015 - Present
West Central Community Center 2004 - Present
Spokane Transit Authority January 1998 - Present
Northwest Neighborhood Association of Spokane April 2003 - Present
Fred's Appliance September 2014 - September 2015
River Park Square May 2012 - May 2014
Russell Creek Winery March 2010 - August 2011
Independent Wealth Connections March 2010 - March 2011
Spokane Club November 2008 - March 2010
Vining Sparks, IBG April 2006 - April 2008
Skills
Event Planning, Community Outreach, Public Relations, Nonprofits, Hospitality, Public Speaking, Management, Budgets, Training, Leadership, Political Campaigns, Program Development, Community Development, Wine Tasting, Research, Newsletters, Marketing Communications, Organizational..., Media Relations, Strategic Financial..., Small Business, Social Networking, Policy, Strategic Planning, Fundraising, Program Management, Leadership Development, Marketing, Social Media Marketing, Team Building, Event Management, Volunteer Management
Education
Troy University 1988 — 1990
Master of Arts & Science, International Relations, Political Science
Western Michigan University 1975 — 1979
Bachelor of Science (BS), Geography, Marketing & Gen Business
East Lansing High School
Shawn Nordike Shawn Nordike's Vining Sparks, IBG Experience July 2008 - October 2009
Job Assistant Sales Manager at Neiman Marcus
Industry Retail
Experience
Neiman Marcus November 2009 - Present
Vining Sparks, IBG July 2008 - October 2009
Irondata September 2005 - April 2008
Prometric July 2000 - August 2005
Skills
Project and Operations..., Account and Program..., Cost and Operational..., Proficient in Excel, •Proficient knowledge..., Management, Social Networking Sites, Training, Retail, Time Management, Budgets, Inventory Management, Microsoft Excel, Customer Service, Sales, Social Networking, CRM
Education
Maryville University of Saint Louis 2013 — 2015
Bachelor of Science, Business Administration
Southern Illinois University, Carbondale 1995 — 1997
Germanic Languages, Literatures, and Linguistics / Business
Kaskaskia College 1994 — 1995
Neiman Marcus November 2009 - Present
Vining Sparks, IBG July 2008 - October 2009
Irondata September 2005 - April 2008
Prometric July 2000 - August 2005
Skills
Project and Operations..., Account and Program..., Cost and Operational..., Proficient in Excel, •Proficient knowledge..., Management, Social Networking Sites, Training, Retail, Time Management, Budgets, Inventory Management, Microsoft Excel, Customer Service, Sales, Social Networking, CRM
Education
Maryville University of Saint Louis 2013 — 2015
Bachelor of Science, Business Administration
Southern Illinois University, Carbondale 1995 — 1997
Germanic Languages, Literatures, and Linguistics / Business
Kaskaskia College 1994 — 1995
Worth Jones Worth Jones's Vining Sparks, IBG Experience January 2003 - June 2005
Job Affiliate Broker at Hobson Realtors
Industry Real Estate
Experience
Hobson Realtors May 2011 - Present
TWJ Packaging Group, LLC April 2008 - June 2010
FTK June 2005 - April 2008
Vining Sparks, IBG January 2003 - June 2005
NBC Capital Markets Group May 2000 - December 2002
Skills
Financial Analysis, Condos, Investment Properties, Relocation, Foreclosures, Valuation, Sellers, Disposition, Portfolio Management, Leases, Strategic Planning, Real Estate, Location Intelligence, Buyer Representation, New Home Sales, Investments, Asset Managment, Marketing, Real Estate Transactions, Residential Homes, Real Estate Economics
Education
Sewanee-The University of the South 1996 — 2000
B.A., English
Memphis University School 1990 — 1996
Hobson Realtors May 2011 - Present
TWJ Packaging Group, LLC April 2008 - June 2010
FTK June 2005 - April 2008
Vining Sparks, IBG January 2003 - June 2005
NBC Capital Markets Group May 2000 - December 2002
Skills
Financial Analysis, Condos, Investment Properties, Relocation, Foreclosures, Valuation, Sellers, Disposition, Portfolio Management, Leases, Strategic Planning, Real Estate, Location Intelligence, Buyer Representation, New Home Sales, Investments, Asset Managment, Marketing, Real Estate Transactions, Residential Homes, Real Estate Economics
Education
Sewanee-The University of the South 1996 — 2000
B.A., English
Memphis University School 1990 — 1996
Laura Catalino Laura Catalino's Vining Sparks, IBG Experience 1998 - 1999
Job Peer to Peer Lending Commercial Loans
Industry Real Estate
Experience
Money360 May 2015 - Present
BTFIF LLC and Sunstone Place LLC September 2005 - Present
Health Care Property Investors, Titan Corporation, Pondel/Wilkinson January 2000 - May 2005
Vining Sparks, IBG 1998 - 1999
Brown Brothers Harriman 1996 - 1997
Coast Tactical Asset Managment and Coast Asset Managment 1992 - 1995
Skills
Investments, Finance, Investor Relations, Real Estate, Executive Management, Portfolio Management, Sales Management, Due Diligence, Asset Managment, Sales, Customer Service, New Business Development, Investment Properties, Asset Management, Customer Relations, Management, Entrepreneurship, Commercial Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Global Business and Finance
Rochester Institute of Technology
Bachelor of Science, Business Administration
Money360 May 2015 - Present
BTFIF LLC and Sunstone Place LLC September 2005 - Present
Health Care Property Investors, Titan Corporation, Pondel/Wilkinson January 2000 - May 2005
Vining Sparks, IBG 1998 - 1999
Brown Brothers Harriman 1996 - 1997
Coast Tactical Asset Managment and Coast Asset Managment 1992 - 1995
Skills
Investments, Finance, Investor Relations, Real Estate, Executive Management, Portfolio Management, Sales Management, Due Diligence, Asset Managment, Sales, Customer Service, New Business Development, Investment Properties, Asset Management, Customer Relations, Management, Entrepreneurship, Commercial Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Global Business and Finance
Rochester Institute of Technology
Bachelor of Science, Business Administration
Jim Reber's Vining Sparks, IBG Experience September 1990 - April 2005
Job President/CEO, ICBA Securities
Industry Investment Management
Experience
ICBA Securities 2005 - Present
Christian Brothers University 2010 - 2015
Vining Sparks, IBG September 1990 - April 2005
Union Planters Bank September 1985 - September 1990
Ernst & Whinney July 1982 - September 1985
Skills
Leadership, Investments, Banking, Equities, Portfolio Management, Financial Analysis, Series 7, Fixed Income, Strategic Planning, Budgets, Finance, Risk Management, Cash Management, Credit, Commercial Lending
Education
Christian Brothers University 1978 — 1982
Bachelor of Science, Accounting
St. Ann Bartlett
St. Ann Bartlett
ICBA Securities 2005 - Present
Christian Brothers University 2010 - 2015
Vining Sparks, IBG September 1990 - April 2005
Union Planters Bank September 1985 - September 1990
Ernst & Whinney July 1982 - September 1985
Skills
Leadership, Investments, Banking, Equities, Portfolio Management, Financial Analysis, Series 7, Fixed Income, Strategic Planning, Budgets, Finance, Risk Management, Cash Management, Credit, Commercial Lending
Education
Christian Brothers University 1978 — 1982
Bachelor of Science, Accounting
St. Ann Bartlett
St. Ann Bartlett
Jenny Davis Jenny Davis's Vining Sparks, IBG Experience August 2002 - December 2004
Job Director, Head of Trade Support at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
UBS Global Asset Management April 2013 - Present
Guggenheim Partners October 2012 - April 2013
Neuberger Berman April 2011 - November 2012
Neuberger Berman March 2007 - April 2011
Lehman Brothers March 2005 - March 2007
Spectrum Global Fund Administration December 2004 - March 2005
Vining Sparks, IBG August 2002 - December 2004
AMERICAN STROKE ASSOCIATION August 2003 - October 2004
Skills
Fixed Income, Bloomberg, Securities, Valuation, Accounting, Investment Management, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Recruiting, Software Documentation, Customer Service, Fundraising, Funding, Internet Explorer, Troubleshooting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Masters of Business Administration, Finance / Sustainable Management
Louisiana State University 1998 — 2002
Bachelors of Science, Finance
Greg Roll, CFA Greg Roll, CFA's Vining Sparks, IBG Experience 2009 - Present
Job Senior Vice President at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG 2009 - Present
FTN Financial 1994 - 2009
Skills
Fixed Income, Capital Markets, Financial Analysis, Analysis, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Banking, Equities, Financial Services, Series 63, Strategic Planning, Valuation, Financial Modeling, Series 7
Education
The University of Memphis
MBA, Finance
The University of Memphis
BBA, Finance
University of Oklahoma
Vining Sparks, IBG 2009 - Present
FTN Financial 1994 - 2009
Skills
Fixed Income, Capital Markets, Financial Analysis, Analysis, Portfolio Management, Mergers & Acquisitions, Finance, Investments, Banking, Equities, Financial Services, Series 63, Strategic Planning, Valuation, Financial Modeling, Series 7
Education
The University of Memphis
MBA, Finance
The University of Memphis
BBA, Finance
University of Oklahoma
Kevin Smith, CFA Kevin Smith, CFA's Vining Sparks, IBG Experience March 2008 - Present
Job Strategic Solutions at Vining Sparks IBG
Industry Financial Services
Experience
Vining Sparks IBG March 2008 - Present
Morgan Keegan June 2007 - March 2008
Skills
Portfolio Management, Fixed Income, Yield Book
Education
Christian Brothers University 2003 — 2007
BSBA Magna Cum Laude, Finance
Vining Sparks IBG March 2008 - Present
Morgan Keegan June 2007 - March 2008
Skills
Portfolio Management, Fixed Income, Yield Book
Education
Christian Brothers University 2003 — 2007
BSBA Magna Cum Laude, Finance
Yehuda Magid's Vining Sparks, IBG Experience 2011 - 2011
Job Analyst, Alternative Energy, at AlgaeSystems
Industry Oil & Energy
Experience
Algae Systems, LLC May 2012 - Present
Vining Sparks, IBG 2011 - 2011
New Energy Fund, LP 2009 - 2010
Skills
Bloomberg, Due Diligence, Financial Modeling, Fixed Income, Equity Trading, Financial Analysis, Business Development, Cleantech, Fixed Income Research, Alternative Energy, Microsoft Excel, VBA, Data Analytics, Big Data, Quantitative Models, SAS programming, SAS, SAS E-Miner, Data Science, Trading, Investments, Equities, Corporate Finance, Hedge Funds, Finance, Capital Markets
Education
Zicklin School of Business, Baruch College 2012 — 2015
Master of Science (MS) in Business, Quantitative Modeling, 3.8 GPA
Cornell University
Bachelor of Science (BS), Applied Economics and Management, 3.9 GPA
Ramaz High School
Algae Systems, LLC May 2012 - Present
Vining Sparks, IBG 2011 - 2011
New Energy Fund, LP 2009 - 2010
Skills
Bloomberg, Due Diligence, Financial Modeling, Fixed Income, Equity Trading, Financial Analysis, Business Development, Cleantech, Fixed Income Research, Alternative Energy, Microsoft Excel, VBA, Data Analytics, Big Data, Quantitative Models, SAS programming, SAS, SAS E-Miner, Data Science, Trading, Investments, Equities, Corporate Finance, Hedge Funds, Finance, Capital Markets
Education
Zicklin School of Business, Baruch College 2012 — 2015
Master of Science (MS) in Business, Quantitative Modeling, 3.8 GPA
Cornell University
Bachelor of Science (BS), Applied Economics and Management, 3.9 GPA
Ramaz High School
Yvonne Gilbrech Sullivan's Vining Sparks, IBG Experience 1984 - 1992
Job Founder and Principal, Mentor Capital Advisors
Industry Capital Markets
Experience
Mentor Capital Advisors 2014 - Present
Jumpstart Foundry 2014 - Present
Project Music January 2015 - Present
Octovis 2014 - Present
Remix Hits 2015 - Present
Jammber.com - Powering The People That Power Music. 2015 - Present
Boomalang 2014 - Present
ABN AMRO Bank N.V. 1994 - 2000
ABN AMRO Securities (USA) 1992 - 1994
Vining Sparks, IBG 1984 - 1992
Skills
Research, Financial Analysis, Strategic Planning, Business Plans, Marketing Communications, Employee Training, Grant Writing, Nonprofits
Education
University of Mississippi - School of Business Administration 1978 — 1982
Bachelor of Business Administration (BBA), Banking & Finance
Mentor Capital Advisors 2014 - Present
Jumpstart Foundry 2014 - Present
Project Music January 2015 - Present
Octovis 2014 - Present
Remix Hits 2015 - Present
Jammber.com - Powering The People That Power Music. 2015 - Present
Boomalang 2014 - Present
ABN AMRO Bank N.V. 1994 - 2000
ABN AMRO Securities (USA) 1992 - 1994
Vining Sparks, IBG 1984 - 1992
Skills
Research, Financial Analysis, Strategic Planning, Business Plans, Marketing Communications, Employee Training, Grant Writing, Nonprofits
Education
University of Mississippi - School of Business Administration 1978 — 1982
Bachelor of Business Administration (BBA), Banking & Finance
Bert Ellis Bert Ellis's Vining Sparks, IBG Experience January 1987 - January 1996
Job OEM Sales Manager and Key Account Manager at Fontaine Fifth Wheel
Industry Transportation/Trucking/Railroad
Experience
Fontaine Fifth Wheel August 2010 - Present
Commercial Credit Group June 2007 - June 2008
Daimler Truck Financial January 1998 - June 2007
Morgan Keegan January 1996 - January 1998
Vining Sparks IBG January 1987 - January 1996
J.C. Bradford (now UBS) 1985 - 1987
Skills
Finance, Credit, Sales Management, Account Management, Sales, Negotiation, Transportation, New Business Development, Strategic Planning, Business Development, Team Building, Customer Satisfaction, Training, Key Account Management, Customer Service, Relationship Management, Forecasting, Coaching, Pricing, Leadership, Key Account Development, Managing Key Accounts
Education
Mississippi State University - College of Business and Industry 1979 — 1983
BBA, Business Management
Fontaine Fifth Wheel August 2010 - Present
Commercial Credit Group June 2007 - June 2008
Daimler Truck Financial January 1998 - June 2007
Morgan Keegan January 1996 - January 1998
Vining Sparks IBG January 1987 - January 1996
J.C. Bradford (now UBS) 1985 - 1987
Skills
Finance, Credit, Sales Management, Account Management, Sales, Negotiation, Transportation, New Business Development, Strategic Planning, Business Development, Team Building, Customer Satisfaction, Training, Key Account Management, Customer Service, Relationship Management, Forecasting, Coaching, Pricing, Leadership, Key Account Development, Managing Key Accounts
Education
Mississippi State University - College of Business and Industry 1979 — 1983
BBA, Business Management
Jarret Kilpatrick Jarret Kilpatrick's Vining Sparks, IBG Experience May 2011 - Present
Job Sales at Vining Sparks, IBG
Industry Banking
Experience
Vining Sparks, IBG May 2011 - Present
Regions Morgan Keegan October 2008 - May 2011
Bank of America 2001 - August 2008
Citi May 1995 - October 2001
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Banking, Sales Management, Loan Origination, FHA, Strategic Planning, Portfolio Management, Sales, New Business Development, Investments, Underwriting, Business Development
Education
The University of Memphis 1988 — 1992
B.S, Economics
Germantown High School 1984 — 1988
Vining Sparks, IBG May 2011 - Present
Regions Morgan Keegan October 2008 - May 2011
Bank of America 2001 - August 2008
Citi May 1995 - October 2001
Skills
Mortgage Lending, Credit, Loans, Mortgage Banking, Banking, Sales Management, Loan Origination, FHA, Strategic Planning, Portfolio Management, Sales, New Business Development, Investments, Underwriting, Business Development
Education
The University of Memphis 1988 — 1992
B.S, Economics
Germantown High School 1984 — 1988
Walker Layne Walker Layne's Vining Sparks, IBG Experience September 2003 - June 2008
Job Vice President at Medalist Capital
Industry Banking
Experience
Medalist Capital September 2015 - Present
Credit Suisse July 2010 - August 2015
Vining Sparks, IBG September 2003 - June 2008
JWL Golf Enterprises L.P. August 2001 - August 2003
Skills
Valuation, Financial Modeling, Capital Markets, Equities, Fixed Income, Due Diligence, Derivatives
Education
UNC Chapel Hill 2008 — 2010
MBA, Finance
Appalachian State University
Bachelor of Science (B.S.), Business Administration and Management, General
Medalist Capital September 2015 - Present
Credit Suisse July 2010 - August 2015
Vining Sparks, IBG September 2003 - June 2008
JWL Golf Enterprises L.P. August 2001 - August 2003
Skills
Valuation, Financial Modeling, Capital Markets, Equities, Fixed Income, Due Diligence, Derivatives
Education
UNC Chapel Hill 2008 — 2010
MBA, Finance
Appalachian State University
Bachelor of Science (B.S.), Business Administration and Management, General
Craig Dismuke's Vining Sparks, IBG Experience March 2014 - Present
Job Chief Economist at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG March 2014 - Present
Vining Sparks, IBG August 2007 - March 2014
Bear Stearns January 2006 - August 2007
Skills
Investments, Fixed Income, Financial Modeling, Portfolio Management, Series 7, Securities, Strategic Planning, Financial Analysis, Banking, Asset Management, Leadership, Financial Planning
Education
Union University
Vining Sparks, IBG March 2014 - Present
Vining Sparks, IBG August 2007 - March 2014
Bear Stearns January 2006 - August 2007
Skills
Investments, Fixed Income, Financial Modeling, Portfolio Management, Series 7, Securities, Strategic Planning, Financial Analysis, Banking, Asset Management, Leadership, Financial Planning
Education
Union University
Kyle Broussard Kyle Broussard's Vining Sparks, IBG Experience September 2013 - Present
Job Chief Information Officer at Vining Sparks, IBG
Industry Information Technology and Services
Experience
Vining Sparks, IBG September 2013 - Present
King & Spalding 2004 - 2013
Graphic Packaging International May 2004 - November 2004
Troutman Sanders LLP March 2001 - April 2004
Dupree, Johnson, Poole & King March 1998 - April 2001
United States Marine Corps July 1990 - April 1998
Skills
Data Center, Contract Negotiation, Project Management, Team Building, Due Diligence, Training, Research, Vendor Management, Process Improvement, Leadership, Public Speaking, Executive Management, Disaster Recovery, IT Management, Series 7
Education
Kennesaw State University 1998 — 2001
Bachelors of Science, Information Systems
Vining Sparks, IBG September 2013 - Present
King & Spalding 2004 - 2013
Graphic Packaging International May 2004 - November 2004
Troutman Sanders LLP March 2001 - April 2004
Dupree, Johnson, Poole & King March 1998 - April 2001
United States Marine Corps July 1990 - April 1998
Skills
Data Center, Contract Negotiation, Project Management, Team Building, Due Diligence, Training, Research, Vendor Management, Process Improvement, Leadership, Public Speaking, Executive Management, Disaster Recovery, IT Management, Series 7
Education
Kennesaw State University 1998 — 2001
Bachelors of Science, Information Systems
Matthew Gladney's Vining Sparks, IBG Experience November 2013 - Present
Job AVP Trading Strategies Data Developer at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG November 2013 - Present
MW Digital Solutions October 2010 - November 2013
InterVarsity Christian Fellowship/USA January 2012 - October 2013
InterVarsity Christian Fellowship/USA July 2009 - January 2012
Matthew Gladney Digital Consultation, LLC May 2009 - January 2012
Community IT Innovators November 2008 - September 2009
Independent Community Bankers of America January 2009 - May 2009
United States House of Representatives August 2008 - December 2008
Paragon National Bank May 2007 - August 2007
Starbucks Coffee Company June 2006 - October 2006
Skills
Strategy, Fundraising, Wordpress, Web Development, Leadership, Training, PHP, Mobile Applications, Operations Management, Organizational..., Bloomberg Software, Bloomberg Terminal, Java, jQuery, .NET, Visual Basic Macros, Microsoft Excel..., JavaScript, Client Services, Nonprofits, Public Speaking, Management, Research, Social Media, VSTO, COM Interop, NoSQL, AngularJS, Node.js, C#, Amazon Web Services..., Google App Engine, Google Webmaster Tools, Analysis, Strategic Planning, Entrepreneurship, Business Development
Education
Harvard University 2010 — 2012
Certificate, Web Technologies
The George Washington University 2005 — 2009
BA, Economics and History
Vining Sparks, IBG November 2013 - Present
MW Digital Solutions October 2010 - November 2013
InterVarsity Christian Fellowship/USA January 2012 - October 2013
InterVarsity Christian Fellowship/USA July 2009 - January 2012
Matthew Gladney Digital Consultation, LLC May 2009 - January 2012
Community IT Innovators November 2008 - September 2009
Independent Community Bankers of America January 2009 - May 2009
United States House of Representatives August 2008 - December 2008
Paragon National Bank May 2007 - August 2007
Starbucks Coffee Company June 2006 - October 2006
Skills
Strategy, Fundraising, Wordpress, Web Development, Leadership, Training, PHP, Mobile Applications, Operations Management, Organizational..., Bloomberg Software, Bloomberg Terminal, Java, jQuery, .NET, Visual Basic Macros, Microsoft Excel..., JavaScript, Client Services, Nonprofits, Public Speaking, Management, Research, Social Media, VSTO, COM Interop, NoSQL, AngularJS, Node.js, C#, Amazon Web Services..., Google App Engine, Google Webmaster Tools, Analysis, Strategic Planning, Entrepreneurship, Business Development
Education
Harvard University 2010 — 2012
Certificate, Web Technologies
The George Washington University 2005 — 2009
BA, Economics and History
William E. Shelton, IV William E. Shelton, IV's Vining Sparks, IBG Experience January 1991 - June 2007
Job Managing Member/Owner at WES Capital, LLC
Industry Investment Banking
Experience
WES Capital, LLC January 1973 - Present
Vining Sparks, IBG January 1991 - June 2007
Skills
Secondary Mortgage..., Loans, USDA, USDA Rural, Portfolio Management, Investments, Investment Banking, Credit, Credit Risk, Management, Banking, Trading, Finance, Fixed Income, Investment Properties, Capital Markets, Due Diligence, Financial Analysis, Credit Analysis
Education
University of Mississippi - School of Business Administration 1969 — 1973
Marketing
WES Capital, LLC January 1973 - Present
Vining Sparks, IBG January 1991 - June 2007
Skills
Secondary Mortgage..., Loans, USDA, USDA Rural, Portfolio Management, Investments, Investment Banking, Credit, Credit Risk, Management, Banking, Trading, Finance, Fixed Income, Investment Properties, Capital Markets, Due Diligence, Financial Analysis, Credit Analysis
Education
University of Mississippi - School of Business Administration 1969 — 1973
Marketing
Stephen Zambetti Stephen Zambetti's Vining Sparks, IBG Experience February 2014 - Present
Job Loan Trading Analyst at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG February 2014 - Present
Fiduciary Trust Company June 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Photoshop, Teamwork, Customer Service, Event Planning, English, Team Leadership, Economics, Financial Analysis, Financial Modeling, Bloomberg
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Businees Entrepreneurhsip and Organizations - Business Economics
Germantown High School 2005 — 2009
Honors, 4.4 GPA
Vining Sparks, IBG February 2014 - Present
Fiduciary Trust Company June 2013 - December 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Social Media, Photoshop, Teamwork, Customer Service, Event Planning, English, Team Leadership, Economics, Financial Analysis, Financial Modeling, Bloomberg
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Businees Entrepreneurhsip and Organizations - Business Economics
Germantown High School 2005 — 2009
Honors, 4.4 GPA
Andrew Houth Andrew Houth's Vining Sparks, IBG Experience 2010 - 2010
Job Client Banking at Sedgwick CMS
Industry Entertainment
Experience
Gloria English School October 2013 - November 2014
Sedgwick CMS January 2011 - June 2013
Technicolor August 2010 - December 2010
Vining Sparks, IBG 2010 - 2010
Primacy Relocation June 2008 - September 2009
Skills
Data Entry, Bank Reconciliation, Financial Reporting, Accounts Payable, Microsoft Excel, Financial Analysis, Account Management, Microsoft Word
Education
Whitestation High school 1998 — 2001
Highschool Diploma
The University of Memphis
International Business, Finance
Gloria English School October 2013 - November 2014
Sedgwick CMS January 2011 - June 2013
Technicolor August 2010 - December 2010
Vining Sparks, IBG 2010 - 2010
Primacy Relocation June 2008 - September 2009
Skills
Data Entry, Bank Reconciliation, Financial Reporting, Accounts Payable, Microsoft Excel, Financial Analysis, Account Management, Microsoft Word
Education
Whitestation High school 1998 — 2001
Highschool Diploma
The University of Memphis
International Business, Finance
Brit Shelton's Vining Sparks, IBG Experience March 2010 - Present
Job Sr. Vice President at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG March 2010 - Present
U.S. Central February 1991 - July 2009
First National Bank of Shawnee Mission January 1989 - February 1991
Skills
Fixed Income, Trading, Portfolio Management, Derivatives, Securities
Education
Pittsburg State University 1984 — 1988
BBA, Finance
Vining Sparks, IBG March 2010 - Present
U.S. Central February 1991 - July 2009
First National Bank of Shawnee Mission January 1989 - February 1991
Skills
Fixed Income, Trading, Portfolio Management, Derivatives, Securities
Education
Pittsburg State University 1984 — 1988
BBA, Finance
Daniel Poole Daniel Poole's Vining Sparks, IBG Experience January 2011 - May 2014
Job Financial Services Professional
Industry Financial Services
Experience
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Fifth Third Securities May 2014 - May 2015
Vining Sparks, IBG January 2011 - May 2014
Howe Barnes Hoefer & Arnett October 2008 - January 2011
Merrill Lynch July 2007 - October 2008
McCauley Securities LTD. March 2004 - July 2007
Deutsche Bank Securities April 2000 - March 2004
Skills
Investment Banking, Account Management, Trading, CRM
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Political Science
Chaminade High School. Mineola, NY 1987 — 1991
Meredith Allen Jr., CFA, CPA's Vining Sparks, IBG Experience November 2010 - Present
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
Michael Aaknes's Vining Sparks, IBG Experience December 2009 - June 2011
Job Capital Markets Executive
Industry Investment Banking
Experience
Vining Sparks, IBG December 2009 - June 2011
Washington Mutual Bank, now part of JP Morgan Chase & Co. December 2007 - March 2009
WaMu Capital Corp March 2006 - December 2007
Washington Mutual Bank August 2001 - February 2006
PNC Mortgage 1986 - 2001
Education
University of Illinois at Urbana-Champaign 1982 — 1986
University of Illinois at Urbana-Champaign 1982 — 1986
B.S., Finance
Vining Sparks, IBG December 2009 - June 2011
Washington Mutual Bank, now part of JP Morgan Chase & Co. December 2007 - March 2009
WaMu Capital Corp March 2006 - December 2007
Washington Mutual Bank August 2001 - February 2006
PNC Mortgage 1986 - 2001
Education
University of Illinois at Urbana-Champaign 1982 — 1986
University of Illinois at Urbana-Champaign 1982 — 1986
B.S., Finance
Greg DiMaggio's Vining Sparks, IBG Experience October 2014 - Present
Job Senior VicePresident Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG October 2014 - Present
Cantor Fitzgerald January 2012 - July 2014
Cantor Fitzgerald February 2004 - December 2011
Advest, Inc. October 2003 - February 2004
Pershing January 2001 - October 2003
CIBC World Markets February 1999 - January 2001
CIBC World Markets March 1998 - January 1999
Skills
Electronic Trading, Bloomberg, Fixed Income, Bonds, Series 24, Capital Markets, Series 7, Series 63, Securities, Sales, Structured Products, Hedge Funds, Investments, Equities, Trading, Options, FINRA, Swaps, Financial Markets, Derivatives, Trading Systems, Alternative Investments, Mutual Funds, Portfolio Management, FX Options
Education
State University of New York College at Oneonta 1993 — 1997
Monsignor Farrell High School
Vining Sparks, IBG October 2014 - Present
Cantor Fitzgerald January 2012 - July 2014
Cantor Fitzgerald February 2004 - December 2011
Advest, Inc. October 2003 - February 2004
Pershing January 2001 - October 2003
CIBC World Markets February 1999 - January 2001
CIBC World Markets March 1998 - January 1999
Skills
Electronic Trading, Bloomberg, Fixed Income, Bonds, Series 24, Capital Markets, Series 7, Series 63, Securities, Sales, Structured Products, Hedge Funds, Investments, Equities, Trading, Options, FINRA, Swaps, Financial Markets, Derivatives, Trading Systems, Alternative Investments, Mutual Funds, Portfolio Management, FX Options
Education
State University of New York College at Oneonta 1993 — 1997
Monsignor Farrell High School
Joe Larizza's Vining Sparks, IBG Experience September 1989 - June 1994
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
ken ratcliffe's Vining Sparks, IBG Experience June 2007 - September 2014
Job Senior Vice President Fixed Income Sales at JVB Financial Group LLC
Industry Financial Services
Experience
JVB Financial Group LLC September 2014 - March 2015
Vining Sparks, IBG June 2007 - September 2014
Royal Bank of Canada 2004 - 2006
Skills
Fixed Income, Series 7, Securities, Investments, Series 63, Portfolio Management, Capital Markets, Equities, Investment Banking, Bloomberg, Bonds, Derivatives, Trading, Hedge Funds, Asset Management, Financial Modeling, Banking, Alternative Investments, Valuation, Credit, Municipal Bonds
Education
Skidmore College 1987 — 1992
Bachelor's degree, Economics
Rumson Country Day School 1974 — 1984
JVB Financial Group LLC September 2014 - March 2015
Vining Sparks, IBG June 2007 - September 2014
Royal Bank of Canada 2004 - 2006
Skills
Fixed Income, Series 7, Securities, Investments, Series 63, Portfolio Management, Capital Markets, Equities, Investment Banking, Bloomberg, Bonds, Derivatives, Trading, Hedge Funds, Asset Management, Financial Modeling, Banking, Alternative Investments, Valuation, Credit, Municipal Bonds
Education
Skidmore College 1987 — 1992
Bachelor's degree, Economics
Rumson Country Day School 1974 — 1984
John Ogles, Jr., MSN-CNL's Vining Sparks, IBG Experience January 2000 - December 2007
Job Clinical Specialist at Novasyte LLC
Industry Hospital & Health Care
Experience
Boston Scientific June 2014 - Present
Saint Francis Hospital-Memphis June 2012 - June 2014
Vining Sparks, IBG January 2000 - December 2007
Skills
Nursing, Business Development, Banking, Strategic Planning, Hospitals, Sales, Healthcare, Contract Negotiation, Leadership, Managed Care
Education
University of Tennessee-Health Science Center 2010 — 2012
MSN-CNL, Nursing
Middle Tennessee State University 1994 — 1996
BS in Mass Communication, Radio/Television Management
Boston Scientific June 2014 - Present
Saint Francis Hospital-Memphis June 2012 - June 2014
Vining Sparks, IBG January 2000 - December 2007
Skills
Nursing, Business Development, Banking, Strategic Planning, Hospitals, Sales, Healthcare, Contract Negotiation, Leadership, Managed Care
Education
University of Tennessee-Health Science Center 2010 — 2012
MSN-CNL, Nursing
Middle Tennessee State University 1994 — 1996
BS in Mass Communication, Radio/Television Management
Brittney Buchanan's Vining Sparks, IBG Experience March 2011 - Present
Job Vice President of Marketing at Vining Sparks, IBG
Industry Capital Markets
Experience
Vining Sparks, IBG March 2011 - Present
Vining Sparks, IBG February 2001 - March 2011
Skills
Fixed Income, Portfolio Management, Capital Markets, Securities, Series 7, Investment Strategies, Web Design, Marketing, Adobe Creative Suite, Microsoft Excel, Financial Analysis, Bonds, Risk Management, Investments, Series 63, Financial Modeling, Event Planning, Marketing Strategy, Sales, Strategic Planning
Education
The University of Memphis 1998 — 2002
Bachelor of Business, Major in Accounting, Minor in Finance
Vining Sparks, IBG March 2011 - Present
Vining Sparks, IBG February 2001 - March 2011
Skills
Fixed Income, Portfolio Management, Capital Markets, Securities, Series 7, Investment Strategies, Web Design, Marketing, Adobe Creative Suite, Microsoft Excel, Financial Analysis, Bonds, Risk Management, Investments, Series 63, Financial Modeling, Event Planning, Marketing Strategy, Sales, Strategic Planning
Education
The University of Memphis 1998 — 2002
Bachelor of Business, Major in Accounting, Minor in Finance
brian branigan's Vining Sparks, IBG Experience 1994 - 2004
Job vp at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank v.p.Cantor Fitzgerald2004 - 2006
Vining Sparks, IBG 1994 - 2004
Skills
Banking, Small Business Lending, Commercial Lending, Loans
Education
Stony Brook University 1978 — 1982
bs,ba, poli sci, histroy, business
SunTrust Bank v.p.Cantor Fitzgerald2004 - 2006
Vining Sparks, IBG 1994 - 2004
Skills
Banking, Small Business Lending, Commercial Lending, Loans
Education
Stony Brook University 1978 — 1982
bs,ba, poli sci, histroy, business
Harold Gladney's Vining Sparks, IBG Experience July 1985 - Present
Job Senior VP at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG July 1985 - Present
Briarcrest Christian School board June 1995 - May 2007
Education
The University of Memphis 1977 — 1980
Bachelor of Business Administration (BBA), Accounting
Vining Sparks, IBG July 1985 - Present
Briarcrest Christian School board June 1995 - May 2007
Education
The University of Memphis 1977 — 1980
Bachelor of Business Administration (BBA), Accounting
Seth Copeland's Vining Sparks, IBG Experience February 2014 - Present
Job Senior Software Engineer at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG February 2014 - Present
Raymond James Financial Inc. April 2012 - February 2014
Morgan Keegan February 2009 - February 2014
Hilton Hotels Corporation September 2008 - February 2009
Insuresoft August 2005 - July 2008
Skills
C#, ASP.NET AJAX, SQL Server, SSRS, SSIS, VB.NET, Web Services, Cognos, ASP.NET, SQL, Microsoft SQL Server, Business Analysis, Web Development, Business Intelligence, Databases
Education
University of Alabama 2000 — 2004
Vining Sparks, IBG February 2014 - Present
Raymond James Financial Inc. April 2012 - February 2014
Morgan Keegan February 2009 - February 2014
Hilton Hotels Corporation September 2008 - February 2009
Insuresoft August 2005 - July 2008
Skills
C#, ASP.NET AJAX, SQL Server, SSRS, SSIS, VB.NET, Web Services, Cognos, ASP.NET, SQL, Microsoft SQL Server, Business Analysis, Web Development, Business Intelligence, Databases
Education
University of Alabama 2000 — 2004
Christopher Fonte's Vining Sparks, IBG Experience November 2009 - November 2010
Job Head of BVAL and Regulatory Product Sales EMEA Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP March 2015 - Present
Bloomberg LP November 2010 - Present
Vining Sparks, IBG November 2009 - November 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers January 2004 - September 2008
Lehman Brothers September 1998 - January 2004
The Siemon Company September 1997 - September 1998
Skills
Structured Products, Trading, Derivatives, Structured Finance, Fixed Income, Asset, Structuring, Capital Markets, Securities, CDS, Debt, Valuation, Bonds, Leveraged Finance, Credit Derivatives, Credit, Investments, Securitization, Due Diligence, Bloomberg, Corporate Finance, Credit Risk, CLO, Sales, Product Development, Business Development, Alternative Investments, Management, Financial Markets, Hedge Funds, Portfolio Management, Strategy, Financial Analysis, Finance, Investment Banking, Financial Structuring
Education
Allegheny College 1993 — 1997
BA, International Studies, Economics, Spanish
Bloomberg LP March 2015 - Present
Bloomberg LP November 2010 - Present
Vining Sparks, IBG November 2009 - November 2010
Barclays Capital September 2008 - April 2009
Lehman Brothers January 2004 - September 2008
Lehman Brothers September 1998 - January 2004
The Siemon Company September 1997 - September 1998
Skills
Structured Products, Trading, Derivatives, Structured Finance, Fixed Income, Asset, Structuring, Capital Markets, Securities, CDS, Debt, Valuation, Bonds, Leveraged Finance, Credit Derivatives, Credit, Investments, Securitization, Due Diligence, Bloomberg, Corporate Finance, Credit Risk, CLO, Sales, Product Development, Business Development, Alternative Investments, Management, Financial Markets, Hedge Funds, Portfolio Management, Strategy, Financial Analysis, Finance, Investment Banking, Financial Structuring
Education
Allegheny College 1993 — 1997
BA, International Studies, Economics, Spanish
Robert Shaw, CFA's Vining Sparks, IBG Experience 1997 - 1998
Job Managing Director, Public Markets
Industry Investment Management
Experience
San Francisco Employees' Retirement System September 2008 - Present
Callan Associates Inc. June 2001 - September 2008
CSAA Insurance Group 1999 - 2001
Deloitte May 1998 - September 1999
Vining Sparks, IBG 1997 - 1998
Interstate Johnson Lane 1996 - 1997
American Physician Services Corporation 1993 - 1996
CitiBank 1991 - 1992
Price Waterhouse July 1984 - June 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Seattle University 1979 — 1984
BA, Accounting & Finance
San Francisco Employees' Retirement System September 2008 - Present
Callan Associates Inc. June 2001 - September 2008
CSAA Insurance Group 1999 - 2001
Deloitte May 1998 - September 1999
Vining Sparks, IBG 1997 - 1998
Interstate Johnson Lane 1996 - 1997
American Physician Services Corporation 1993 - 1996
CitiBank 1991 - 1992
Price Waterhouse July 1984 - June 1989
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
Seattle University 1979 — 1984
BA, Accounting & Finance
Andrew Hubbard's Vining Sparks, IBG Experience January 2005 - December 2007
Job Sales, Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities March 2008 - Present
Vining Sparks, IBG January 2005 - December 2007
Skills
Bloomberg, Municipal Bonds, Government Bonds, High Yield Bonds, Sales, Fixed Income, Derivatives, Trading
Education
Middle Tennessee State University 2002 — 2004
B.S
University of Tennessee-Knoxville 1998 — 2002
Wells Fargo Securities March 2008 - Present
Vining Sparks, IBG January 2005 - December 2007
Skills
Bloomberg, Municipal Bonds, Government Bonds, High Yield Bonds, Sales, Fixed Income, Derivatives, Trading
Education
Middle Tennessee State University 2002 — 2004
B.S
University of Tennessee-Knoxville 1998 — 2002
Matt Bowden's Vining Sparks, IBG Experience April 2009 - May 2011
Job AAM
Industry Investment Management
Experience
Southwest September 2012 - Present
Vining Sparks, IBG April 2009 - May 2011
BMO Capital Markets 2006 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Bloomberg, Financial Modeling, Investments, Securities, Equities, Financial Analysis, Sales, Series 7, Strategic Planning, Portfolio Management, Risk Management
Education
The University of Memphis 2001 — 2005
2005, Business
Southwest September 2012 - Present
Vining Sparks, IBG April 2009 - May 2011
BMO Capital Markets 2006 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Bloomberg, Financial Modeling, Investments, Securities, Equities, Financial Analysis, Sales, Series 7, Strategic Planning, Portfolio Management, Risk Management
Education
The University of Memphis 2001 — 2005
2005, Business
Lynn Stanton Jerome's Vining Sparks, IBG Experience 1996 - 2001
Job Owner, Stanton Capital Management
Industry Financial Services
Experience
Stanton Capital Management January 2007 - Present
Vining Sparks, IBG 1996 - 2001
ETS Nat West 1993 - 1996
Dean Witter Reynolds Inc. 1981 - 1993
Skills
Strategic Planning, Management
Education
Northwestern University 1977 — 1979
Bachelor of Science (B.S.), Psychology
Stanton Capital Management January 2007 - Present
Vining Sparks, IBG 1996 - 2001
ETS Nat West 1993 - 1996
Dean Witter Reynolds Inc. 1981 - 1993
Skills
Strategic Planning, Management
Education
Northwestern University 1977 — 1979
Bachelor of Science (B.S.), Psychology
Michael Erhardt, CPA's Vining Sparks, IBG Experience August 2011 - Present
Job Senior Investment Officer
Industry Banking
Experience
Vining Sparks, IBG August 2011 - Present
Paragon National Bank June 2004 - August 2011
Enterprise National Bank May 1994 - June 2003
Skills
Cash Management, Financial Modeling, Interest Rate Risk..., Strategic Planning, Executive Management, SEC Financial Reporting, Finance, Accounting, Banking Strategy, Investment Portfolio..., De Novo Bank Experience, Capital Planning, Liquidity Risk, Loan & Deposit Pricing, Derivatives, Internal Audit, Audit & Compliance, Regulatory Affairs, Banking, Asset Management, Internal Controls, Capital Budgeting, Investments, Financial Reporting, ALM, Financial Institutions, SEC filings, Portfolio Management, Strategic Financial..., Financial Analysis, Capital Markets, Treasury Management, Risk Management, Due Diligence, Fixed Income, CPA, Securities, Financial Risk, Bonds, Credit Risk, Financial Structuring, Investor Relations, Wealth Management, Bloomberg, Financial Services, Liquidity Management, Asset Allocation, Funding, Financial Markets, Investment Strategies
Education
University of Mississippi 1989 — 1993
Bachelors, Accountancy
University of Mississippi 1993 — 1994
Masters, Accountancy
Louisiana State University 2002 — 2005
Graduate School of Banking of the South at Louisiana State University, Banking
Vining Sparks, IBG August 2011 - Present
Paragon National Bank June 2004 - August 2011
Enterprise National Bank May 1994 - June 2003
Skills
Cash Management, Financial Modeling, Interest Rate Risk..., Strategic Planning, Executive Management, SEC Financial Reporting, Finance, Accounting, Banking Strategy, Investment Portfolio..., De Novo Bank Experience, Capital Planning, Liquidity Risk, Loan & Deposit Pricing, Derivatives, Internal Audit, Audit & Compliance, Regulatory Affairs, Banking, Asset Management, Internal Controls, Capital Budgeting, Investments, Financial Reporting, ALM, Financial Institutions, SEC filings, Portfolio Management, Strategic Financial..., Financial Analysis, Capital Markets, Treasury Management, Risk Management, Due Diligence, Fixed Income, CPA, Securities, Financial Risk, Bonds, Credit Risk, Financial Structuring, Investor Relations, Wealth Management, Bloomberg, Financial Services, Liquidity Management, Asset Allocation, Funding, Financial Markets, Investment Strategies
Education
University of Mississippi 1989 — 1993
Bachelors, Accountancy
University of Mississippi 1993 — 1994
Masters, Accountancy
Louisiana State University 2002 — 2005
Graduate School of Banking of the South at Louisiana State University, Banking
John Pender's Vining Sparks, IBG Experience June 2001 - Present
Job Senior Vice President at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG June 2001 - Present
PricewaterhouseCoopers January 1997 - June 2001
Education
University of Mississippi 1996 — 1997
Master, Accounting
University of Mississippi 1992 — 1996
Bachelor, Accounting
Vining Sparks, IBG June 2001 - Present
PricewaterhouseCoopers January 1997 - June 2001
Education
University of Mississippi 1996 — 1997
Master, Accounting
University of Mississippi 1992 — 1996
Bachelor, Accounting
Bill Bretscher's Vining Sparks, IBG Experience January 1994 - Present
Job Senior Vice President at Vining Sparks, IBG
Industry
Experience
Vining Sparks, IBG January 1994 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Economics
Vining Sparks, IBG January 1994 - Present
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Economics
Janice Stremel's Vining Sparks, IBG Experience February 2006 - Present
Job Municipal Bond Underwriter
Industry Financial Services
Experience
Vining Sparks, IBG February 2006 - Present
Prudential Securities October 1985 - February 2000
Skills
Portfolio Management, Bonds, Fixed Income, Bloomberg, Series 7, Securities, Capital Markets, Series 63, Investment Banking, Trading, Credit, Banking
Education
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, Finance
Northeastern Illinois University 1984 — 1985
Bachelor's degree, Finance, General
Vining Sparks, IBG February 2006 - Present
Prudential Securities October 1985 - February 2000
Skills
Portfolio Management, Bonds, Fixed Income, Bloomberg, Series 7, Securities, Capital Markets, Series 63, Investment Banking, Trading, Credit, Banking
Education
Keller Graduate School of Management of DeVry University 1987 — 1991
MBA, Finance
Northeastern Illinois University 1984 — 1985
Bachelor's degree, Finance, General
Jackie Ralls's Vining Sparks, IBG Experience December 2010 - Present
Job Safekeeping Assistant at Vining Sparks. IBG
Industry Accounting
Experience
Vining Sparks, IBG December 2010 - Present
Vining Sparks. IBG December 2010 - Present
Retail Management Services LLC June 2006 - January 2010
Pfizer April 2006 - September 2006
Skills
General Ledger, Account Reconciliation, Accounting, Bookkeeping, Finance, Financial Analysis, Financial Reporting, Journal Entries, Strategic Financial..., Tax Preparation, Financial Modeling
Education
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, 3.97
University of Tennessee at Martin 1988 — 1992
Bachelor of Science in Business Administration, Accounting
Vining Sparks, IBG December 2010 - Present
Vining Sparks. IBG December 2010 - Present
Retail Management Services LLC June 2006 - January 2010
Pfizer April 2006 - September 2006
Skills
General Ledger, Account Reconciliation, Accounting, Bookkeeping, Finance, Financial Analysis, Financial Reporting, Journal Entries, Strategic Financial..., Tax Preparation, Financial Modeling
Education
Strayer University (VA) 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General, 3.97
University of Tennessee at Martin 1988 — 1992
Bachelor of Science in Business Administration, Accounting
Melissa Nichols's Vining Sparks, IBG Experience August 2000 - August 2005
Job Experienced Real Estate and Private Equity Fund Accountant
Industry Financial Services
Experience
BlackRock August 2008 - Present
State Street August 2007 - August 2008
Palmeri Fund Administrators, Inc. August 2005 - August 2007
Vining Sparks, IBG August 2000 - August 2005
Round Hill Asset Management April 1997 - July 1999
Skills
Alternative Investments, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Reporting, Financial Analysis, Internal Controls, Real Estate Fund..., Accounting, Investments
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Accounting
City University of New York - Medgar Evers College 1993 — 1995
Accounting
BlackRock August 2008 - Present
State Street August 2007 - August 2008
Palmeri Fund Administrators, Inc. August 2005 - August 2007
Vining Sparks, IBG August 2000 - August 2005
Round Hill Asset Management April 1997 - July 1999
Skills
Alternative Investments, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Reporting, Financial Analysis, Internal Controls, Real Estate Fund..., Accounting, Investments
Education
Baruch College, City University of New York (CUNY) 1995 — 1998
BBA, Accounting
City University of New York - Medgar Evers College 1993 — 1995
Accounting
Bennett Brian's Vining Sparks, IBG Experience January 2000 - January 2002
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey Director,SVP,Fixed Income Research - Board Member NBC Capital MarketsNBC Capital Markets Group, IncMarch 2002 - March 2005
Vining Sparks, IBG January 2000 - January 2002
Morgan Keegan January 1995 - January 2000
Education
The University of Memphis 1989 — 2004
BBA/ Working toward MBA, Finance
Memphis Harding Academy - High School 1976 — 1989
High School, Liberal Arts
SunTrust Robinson Humphrey Director,SVP,Fixed Income Research - Board Member NBC Capital MarketsNBC Capital Markets Group, IncMarch 2002 - March 2005
Vining Sparks, IBG January 2000 - January 2002
Morgan Keegan January 1995 - January 2000
Education
The University of Memphis 1989 — 2004
BBA/ Working toward MBA, Finance
Memphis Harding Academy - High School 1976 — 1989
High School, Liberal Arts
hugh shackelford's Vining Sparks, IBG Experience April 2013 - Present
Job SVP Brand and Communications Vining Sparks, IBG
Industry Consumer Goods
Experience
Vining Sparks, IBG April 2013 - Present
oak hall August 1989 - February 2013
Skills
Merchandising, Retail, Apparel, Sales Management, Art, Sales, Marketing Strategy, Purchasing, Loss Prevention, Inventory Management, Microsoft Exchange, Handmade Jewelry, Customer Service, Craft, Fashion
Education
The University of Memphis 1991 — 1995
Bachelor's degree, Sales, Distribution, and Marketing Operations, General
Vining Sparks, IBG April 2013 - Present
oak hall August 1989 - February 2013
Skills
Merchandising, Retail, Apparel, Sales Management, Art, Sales, Marketing Strategy, Purchasing, Loss Prevention, Inventory Management, Microsoft Exchange, Handmade Jewelry, Customer Service, Craft, Fashion
Education
The University of Memphis 1991 — 1995
Bachelor's degree, Sales, Distribution, and Marketing Operations, General
Marty Mosby's Vining Sparks, IBG Experience July 2014 - Present
Job Director of Bank and Equity Strategies at Vining Sparks
Industry Financial Services
Experience
Vining Sparks, IBG July 2014 - Present
Guggenheim Partners May 2010 - June 2014
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Valuation
Education
University of Pennsylvania 1986 — 1988
Master's degree, Economics
Vining Sparks, IBG July 2014 - Present
Guggenheim Partners May 2010 - June 2014
Skills
Capital Markets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Portfolio Management, Securities, Series 7, Valuation
Education
University of Pennsylvania 1986 — 1988
Master's degree, Economics
Brian Hey, CFA, CPA's Vining Sparks, IBG Experience October 2010 - Present
Job Associate at Vining Sparks
Industry Financial Services
Experience
Vining Sparks, IBG October 2010 - Present
KPMG January 2007 - September 2010
Skills
Financial Modeling, Accounting, ALM, Excel, Customer Relations, Strategic Planning, Securities, PowerPoint, Fixed Income, Word, GAAP
Education
University of Mississippi 2002 — 2006
Bachelor's Degree, Finance and Accounting
Vining Sparks, IBG October 2010 - Present
KPMG January 2007 - September 2010
Skills
Financial Modeling, Accounting, ALM, Excel, Customer Relations, Strategic Planning, Securities, PowerPoint, Fixed Income, Word, GAAP
Education
University of Mississippi 2002 — 2006
Bachelor's Degree, Finance and Accounting
Patrick Hamilton's Vining Sparks, IBG Experience September 2002 - July 2003
Job COO Futures
Industry Financial Services
Experience
ICAP December 2005 - Present
APB Mortgage LLC May 2004 - December 2005
Vining Sparks, IBG September 2002 - July 2003
Phillpott Ball & Werner July 1999 - September 2002
First Union Capital Markets July 1997 - June 1999
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Kentucky 1986 — 1990
Bachelor's Degree, Accounting
ICAP December 2005 - Present
APB Mortgage LLC May 2004 - December 2005
Vining Sparks, IBG September 2002 - July 2003
Phillpott Ball & Werner July 1999 - September 2002
First Union Capital Markets July 1997 - June 1999
Education
Georgetown University - The McDonough School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Kentucky 1986 — 1990
Bachelor's Degree, Accounting
JOHN TIBBS's Vining Sparks, IBG Experience July 2008 - February 2010
Job Senior Consultant at Luna flooring
Industry Investment Management
Experience
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
Luna flooring April 2014 - Present
New York Life Insurance Company April 2012 - August 2013
WUNDERLICH SECURITIES May 2011 - December 2011
Vining Sparks, IBG July 2008 - February 2010
William Blair and Company April 2005 - February 2008
BELLE HAVEN INVESTMENTS May 1996 - April 2005
Rodman & Renshaw May 1994 - May 1996
Lehman Brothers June 1985 - May 1994
Skills
Bonds, Investments, Fixed Income, Securities, Series 7, Insurance, Investment Banking, Strategic Financial..., Management, Employee Benefits, Series 63, Life Insurance, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Sales, Financial Planning, Finance
Education
INVESTMENT BANKING INSTITUTE 2011 — 2011
INVESTMENT BANKER, banking
Loyola University Chicago 1980 — 1984
B.A., POLITICAL SCIENCE
Charles Fryer's Vining Sparks, IBG Experience May 1986 - August 1997
Job Project Development, Sales,Management
Industry Construction
Experience
Maler and Associates October 2001 - October 2009
Vining Sparks, IBG May 1986 - August 1997
Skills
Software Sales, Corporate Consulting, Business Planning, New Business Development, Business Strategy, Strategic Planning, Sales Management, Team Building, Team Leadership
Education
Delta State University (NG) 1975 — 1979
BS, Finance, Economics
Maler and Associates October 2001 - October 2009
Vining Sparks, IBG May 1986 - August 1997
Skills
Software Sales, Corporate Consulting, Business Planning, New Business Development, Business Strategy, Strategic Planning, Sales Management, Team Building, Team Leadership
Education
Delta State University (NG) 1975 — 1979
BS, Finance, Economics
Joshua Sheppard's Vining Sparks, IBG Experience January 2011 - June 2013
Job Penetration Tester at Lowe's Companies, Inc.
Industry Information Technology and Services
Experience
Lowe's Companies, Inc. July 2015 - Present
Def1ant LLC October 2014 - Present
ettain group April 2014 - June 2015
Binary Evolution LLC June 2013 - September 2014
AmerisourceBergen July 2013 - April 2014
Vining Sparks, IBG January 2011 - June 2013
Digital Elite November 2009 - January 2011
First Tennessee Bank September 2009 - November 2009
Pfizer September 2008 - September 2009
Vanick Group April 2008 - September 2008
Skills
Microsoft SQL Server, .NET, ASP.NET, SQL, Business Analysis, Testing, T-SQL, Strategic Planning, IT Strategy, MVC, Windows Server, Project Management, MVC Architecture, Change Management, Sitecore, iOS development, ASP.NET MVC, JavaScript, ASP.NET AJAX, Joomla, Entity Framework, Java, Objective-C, Snort, Kentico, Sitefinity, Apple Developer, Nmap, Nessus, Kali Linux, Backtrack, Wireshark, Kismet, Aircrack-ng, John the Ripper, MVP, Adapter, Python, Ruby, Burp Suite, Acunetix, beEF, Penetration Testing, Vulnerability Assessment, Information Security, SQL Map, Kendo, Web Application Security, Agile Methodologies, Databases
Education
University of Phoenix 2005 — 2007
Bachelors of Science, Information Technology
Delta State University 2002 — 2005
Lowe's Companies, Inc. July 2015 - Present
Def1ant LLC October 2014 - Present
ettain group April 2014 - June 2015
Binary Evolution LLC June 2013 - September 2014
AmerisourceBergen July 2013 - April 2014
Vining Sparks, IBG January 2011 - June 2013
Digital Elite November 2009 - January 2011
First Tennessee Bank September 2009 - November 2009
Pfizer September 2008 - September 2009
Vanick Group April 2008 - September 2008
Skills
Microsoft SQL Server, .NET, ASP.NET, SQL, Business Analysis, Testing, T-SQL, Strategic Planning, IT Strategy, MVC, Windows Server, Project Management, MVC Architecture, Change Management, Sitecore, iOS development, ASP.NET MVC, JavaScript, ASP.NET AJAX, Joomla, Entity Framework, Java, Objective-C, Snort, Kentico, Sitefinity, Apple Developer, Nmap, Nessus, Kali Linux, Backtrack, Wireshark, Kismet, Aircrack-ng, John the Ripper, MVP, Adapter, Python, Ruby, Burp Suite, Acunetix, beEF, Penetration Testing, Vulnerability Assessment, Information Security, SQL Map, Kendo, Web Application Security, Agile Methodologies, Databases
Education
University of Phoenix 2005 — 2007
Bachelors of Science, Information Technology
Delta State University 2002 — 2005
Lee Noack's Vining Sparks, IBG Experience 1990 - 2000
Job Managing Director Credit Union Division at BOSC Inc
Industry Investment Banking
Experience
BOSC Inc June 2000 - Present
Vining Sparks, IBG 1990 - 2000
Allison Hannahs and Rosenblum 1988 - 1990
Skills
Financial Analysis, Investments, ALM, Mergers & Acquisitions, Banking, Risk Management, Financial Institutions, Leadership, Portfolio Management, Credit, Finance, Asset Management, Executive Management
Education
University of Arkansas at Little Rock 1977 — 1981
North Little Rock Ole Main 1974 — 1976
BOSC Inc June 2000 - Present
Vining Sparks, IBG 1990 - 2000
Allison Hannahs and Rosenblum 1988 - 1990
Skills
Financial Analysis, Investments, ALM, Mergers & Acquisitions, Banking, Risk Management, Financial Institutions, Leadership, Portfolio Management, Credit, Finance, Asset Management, Executive Management
Education
University of Arkansas at Little Rock 1977 — 1981
North Little Rock Ole Main 1974 — 1976
Deidre Tutor's Vining Sparks, IBG Experience August 2010 - Present
Job Accountant at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG August 2010 - Present
KPMG August 1991 - August 2010
Skills
Financial Reporting
Education
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Vining Sparks, IBG August 2010 - Present
KPMG August 1991 - August 2010
Skills
Financial Reporting
Education
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Joe Tignor's Vining Sparks, IBG Experience December 2000 - Present
Job Fixed Income Sales
Industry Financial Services
Experience
Vining Sparks, IBG December 2000 - Present
International Paper Company December 1999 - December 2000
Arthur Andersen December 1996 - December 1999
Skills
CPA, inactive, Finance, Banking, Fixed Income, Portfolio Management, Financial Analysis, Credit, Risk Management, Loans, Financial Modeling, SBA, Investments, Capital Markets, Asset Management, Credit Analysis
Education
University of Mississippi 1995 — 1996
Master of Accountancy, Accounting
University of Mississippi 1991 — 1995
Bachelor of Accountancy, Accounting
Vining Sparks, IBG December 2000 - Present
International Paper Company December 1999 - December 2000
Arthur Andersen December 1996 - December 1999
Skills
CPA, inactive, Finance, Banking, Fixed Income, Portfolio Management, Financial Analysis, Credit, Risk Management, Loans, Financial Modeling, SBA, Investments, Capital Markets, Asset Management, Credit Analysis
Education
University of Mississippi 1995 — 1996
Master of Accountancy, Accounting
University of Mississippi 1991 — 1995
Bachelor of Accountancy, Accounting
Bryan Engelke's Vining Sparks, IBG Experience November 2012 - Present
Job Investment Officer at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG November 2012 - Present
Go Healthy Pet August 2011 - Present
Solid State Logic June 2005 - March 2011
SSL DV 2006 - 2011
Brodacast Devices 2003 - 2007
Pinnacle Systems 2000 - 2002
Digital Editing Services 1999 - 2000
Skills
Strategic Planning, Mergers, New Business Development, Digital Video, Institutional..., Financial Analysis, Financial Reporting, Operations Management
Education
Florida State University 1983 — 1987
BS, Economics
Florida State University 1983 — 1987
Bachelor of Science (B.Sc.), Economics
Vining Sparks, IBG November 2012 - Present
Go Healthy Pet August 2011 - Present
Solid State Logic June 2005 - March 2011
SSL DV 2006 - 2011
Brodacast Devices 2003 - 2007
Pinnacle Systems 2000 - 2002
Digital Editing Services 1999 - 2000
Skills
Strategic Planning, Mergers, New Business Development, Digital Video, Institutional..., Financial Analysis, Financial Reporting, Operations Management
Education
Florida State University 1983 — 1987
BS, Economics
Florida State University 1983 — 1987
Bachelor of Science (B.Sc.), Economics
Mike Flooks's Vining Sparks, IBG Experience May 2015 - Present
Job Structured Product Sales at Vining Sparks IBG
Industry Capital Markets
Experience
Vining Sparks IBG May 2015 - Present
CRT LLC October 2009 - May 2015
National City Corp/PNC 2006 - 2009
Amherst Securities Group 1998 - 2006
RBS Greenwich Capital 1997 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1997
Kidder Peabody 1992 - 1994
J.P. Morgan 1988 - 1992
Salomon Brothers 1984 - 1988
Skills
Fixed Income, Sales, Trading, Capital Markets, Account Management, Securities, New Business Development, Systems Development..., Business Planning, Hedge Funds, Portfolio Management, MBS
Education
La Salle University
Bachelor of Science (BS), Marketing/Accounting
Vining Sparks IBG May 2015 - Present
CRT LLC October 2009 - May 2015
National City Corp/PNC 2006 - 2009
Amherst Securities Group 1998 - 2006
RBS Greenwich Capital 1997 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1997
Kidder Peabody 1992 - 1994
J.P. Morgan 1988 - 1992
Salomon Brothers 1984 - 1988
Skills
Fixed Income, Sales, Trading, Capital Markets, Account Management, Securities, New Business Development, Systems Development..., Business Planning, Hedge Funds, Portfolio Management, MBS
Education
La Salle University
Bachelor of Science (BS), Marketing/Accounting
craig Craig Perrotty's Vining Sparks, IBG Experience July 1998 - Present
Job SVP Sales at Vining Sparks, IBG
Industry
Experience
Vining Sparks, IBG July 1998 - Present
Education
Thiel College 1977 — 1981
Bachelor's Degree, Business Administration
Vining Sparks, IBG July 1998 - Present
Education
Thiel College 1977 — 1981
Bachelor's Degree, Business Administration
robert quarles's Vining Sparks, IBG Experience January 1991 - Present
Job senior vice president at Vining Sparks, IBG
Industry Investment Banking
Experience
Vining Sparks, IBG January 1991 - Present
union planters IBG June 1990 - 1991
Skills
Microsoft Office, Budgets, Public Speaking, Customer Service, Strategic Planning, Microsoft Word, Microsoft Excel, Leadership, Sales Management, Marketing, Financial Analysis, Team Building
Education
The University of Memphis 1960 — 1964
Bachelor of Science (BS), History/physical sciences, 2.85
Vining Sparks, IBG January 1991 - Present
union planters IBG June 1990 - 1991
Skills
Microsoft Office, Budgets, Public Speaking, Customer Service, Strategic Planning, Microsoft Word, Microsoft Excel, Leadership, Sales Management, Marketing, Financial Analysis, Team Building
Education
The University of Memphis 1960 — 1964
Bachelor of Science (BS), History/physical sciences, 2.85
Haba Darlyne's Vining Sparks, IBG Experience April 2004 - Present
Job Vice President at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG April 2004 - Present
Education
University of Pittsburgh 1980 — 1982
Bachelor’s Degree
Indiana University of Pennsylvania 1974 — 1977
Vining Sparks, IBG April 2004 - Present
Education
University of Pittsburgh 1980 — 1982
Bachelor’s Degree
Indiana University of Pennsylvania 1974 — 1977
Jessica Goodfellow's Vining Sparks, IBG Experience February 2014 - November 2014
Job Assistant Marketing Manager at GreatNeck Saw
Industry Marketing and Advertising
Experience
GreatNeck Saw December 2014 - Present
Vining Sparks, IBG February 2014 - November 2014
Vining Sparks, IBG May 2011 - February 2014
Education
Auburn University 2004 — 2008
Bachelor of Arts (B.A.), Criminology
GreatNeck Saw December 2014 - Present
Vining Sparks, IBG February 2014 - November 2014
Vining Sparks, IBG May 2011 - February 2014
Education
Auburn University 2004 — 2008
Bachelor of Arts (B.A.), Criminology
Conor Hayden's Vining Sparks, IBG Experience June 2012 - Present
Job Senior Vice President, Captial Markets Municipal Bond Trading at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG June 2012 - Present
Morgan Keegan & Co Inc July 2003 - June 2012
Bear Stearns & Co August 2001 - July 2003
Skills
Fixed Income, Trading, Risk Management, Capital Markets, Series 7, Series 63, Asset Management, Portfolio Management, Strategic Planning, Bonds, Employee Training
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Vining Sparks, IBG June 2012 - Present
Morgan Keegan & Co Inc July 2003 - June 2012
Bear Stearns & Co August 2001 - July 2003
Skills
Fixed Income, Trading, Risk Management, Capital Markets, Series 7, Series 63, Asset Management, Portfolio Management, Strategic Planning, Bonds, Employee Training
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY