William R. Hough & Co.
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William R. Hough & Co. Employees
Coastline Wealth Guidance, LLC May 2009 - Present
Allendale United Methodist Church January 2008 - Present
William R. Hough & Co. 1991 - 2008
Skills
Retirement Planning, Retirement Portfolio..., Investments, Leadership, Finance, Management, Strategic Planning, Retirement, Fixed Income, Customer Service, Fixed Annuities, Public Speaking
Education
Florida State University - College of Business 1978 — 1980
Finance and Management, Finance and Management
Florida State University 1977 — 1979
Finance and Management
American Marketing Association July 2015 - Present
AMA Tampa Bay July 2014 - Present
Eagle Asset Management October 2012 - Present
AchieveGlobal September 2010 - October 2012
Kforce Inc. May 2004 - September 2010
William R. Hough & Co. May 2003 - April 2004
Woodform, Inc. January 2000 - July 2001
Skills
Vendor Management, Campaign Development, Direct Marketing, Marketing Management, SEM, Multi-channel Marketing, PPC, Marketing Strategy, Website Development, Digital Strategy, Event Management, Lead Generation, Brand Development, Public Relations, Advertising, Integrated Marketing, Social Media, Email Marketing, Social Media Marketing, Online Marketing, Strategy, Brand Management, Marketing, Copywriting, Product Management, Marketing Research, SEO, B2B, Direct Mail, Leadership, Management
Education
University of Florida - Warrington College of Business Administration 2001 — 2003
MBA, Marketing and Commercial Real Estate
Miami University 1987 — 1991
B.S., Finance
Hillsborough County 2011 - Present
City of Tampa 2003 - 2011
William R. Hough & Co. 1995 - 2003
Raymond James Financial Inc. 1986 - 1994
Skills
Municipal Bonds, Public Finance, Municipal Management, Local Government, Investment Banking, Financial Advisory, Investments, Finance
Education
University of Florida 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1980 — 1984
Bachelor of Science (B.S.), Finance, General
The Ward Group LLC April 2009 - Present
Lindsay & Ward, Inc. 1992 - 2013
NMPP Energy 2003 - 2009
American Public Energy Agency 2000 - 2003
The Ward Group LLC 1998 - 2000
PaineWebber 1984 - 1992
William R. Hough & Co. 1976 - 1984
Skills
Project Management, Financial Modeling, Leadership, Financial Analysis, Strategic Planning, Product Management, Business Development, Business Planning, Management, Energy, Team Building, Negotiation, Finance, Product Development, Marketing, Fixed Income, Capital Markets, Research, Structured Finance
Education
Thunderbird School of Global Management
MIM, Finance, Economics
University of Florida
BA, Political Science
St. Petersburg College
AA, Liberal Arts
Mesirow Financial 2000 - Present
CFA Institute 1996 - Present
Market Technicians Association March 2002 - Present
William R. Hough & Co. 1997 - 2000
Smith Barney 1995 - 1997
Shearson Lehman Brothers 1990 - 1992
Skills
MBS, ABS, Fixed Income, Bonds, Hedge Funds, Portfolio Management, Series 7, Bloomberg, Financial Markets, Trading, Valuation, Financial Modeling, Investments, Capital Markets, Investment Management, Securities, Asset Allocation, Asset Management, Equities, Alternative Investments
Education
Emory University 1990 — 1991
MBA, Finance
College of Charleston 1986 — 1989
BS, Business Administration
Clemson University 1985 — 1986
Business, Engineering
Family Asset Management, LLC 2003 - Present
Corporate Governance Fund 2001 - 2003
First Union Bank 2000 - 2001
William R. Hough & Co. 1997 - 2000
J.C. Bradford & Co. 1996 - 1997
U.S. Generating Company 1991 - 1996
New Japan Securities International 1988 - 1990
Bankers Trust Company 1986 - 1988
Skills
Asset Management, Wealth Management, Financial Advisory, RIA, Fee-Only Registered..., Independent Financial..., Retirement Planning, Trust Services, Educational Funding, Foundations, Philanthropy
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill
Bachelor's degree
Englander Fischer March 2008 - Present
Transamerica Funds 2004 - Present
Operation PAR 2008 - Present
Remember Honor Support, Inc. 2013 - Present
West Central FL Council, BSA 2008 - 2013
William R. Hough & Co. September 1979 - February 2004
Education
Stetson University College of Law 2004 — 2007
JD, Law
University of Florida 1970 — 1974
BS/BA, Accounting
Bishop Barry High School 1966 — 1970
Kataw Group 2003 - Present
William R. Hough & Co. May 1999 - February 2004
Commonwealth of Kentucky September 1990 - February 1996
Skills
Yachting, Negotiation, Contract Negotiation, Boating, Customer Service, Sailing, New Business Development
Education
University of South Florida - College of Business Administration 1985 — 1990
Bachelor of Science (BS), Finance, General
Raymond James & Associates, Inc March 2006 - Present
William R. Hough & Co. May 1995 - August 2005
Education
Penn State University 1982 — 1987
BS, Economics/Political Science
City of Tampa March 2011 - Present
Ceridian May 2010 - December 2010
Aegon February 2005 - April 2010
William R. Hough & Co. 1993 - 2004
Raymond James 1989 - 1993
Skills
Accounting, Process Improvement, Financial Analysis
Education
University of Tampa - John H. Sykes College of Business 1998 — 2002
MBA, Business
University of South Florida 1986 — 1989
BS, Accounting
St. Petersburg College 1982 — 1984
Petrus Asset Management (The Perot Group) July 2011 - Present
W.H. Mell Associates, Inc. April 2004 - June 2011
William R. Hough & Co. December 1996 - February 2004
Everen Securities July 1996 - September 1996
Tucker Anthony July 1994 - June 1996
Prudential Investment Advisors November 1991 - July 1994
Standard and Poor's June 1988 - October 1991
Skills
Fixed Income, Bonds, Bloomberg, Series 7, Securities, Asset Managment, Portfolio Management, Investments, Public Finance, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, Hedge Funds, Mergers
Education
Manhattan College 1990 — 1992
MBA, Finance
Baruch College 1984 — 1988
BBA, Finance
Eagle Asset Management July 2014 - Present
Wood Asset Management March 2004 - June 2014
William R. Hough & Co. July 1997 - February 2004
Rasmussen Maritime Group August 1993 - July 1995
Skills
Portfolio Management, Equities, Asset Allocation, Investments, Wealth Management, Valuation, Global Macro
Education
University of Florida 1995 — 1997
MBA, Finance
University of South Florida 1990 — 1993
MS, Finance
University of South Florida 1990 — 1993
MA, Economics
Coldwell Banker Residential Real Estate - Florida April 2015 - Present
RBC February 2004 - March 2009
William R. Hough & Co. January 2001 - February 2004
Robert W. Baird & Co. January 2000 - January 2001
Legg Mason July 1999 - January 2000
Franklin Templeton Investments August 1994 - July 1999
Skills
Negotiation, Social Networking, Creativity Skills, Value Based Selling, Dynamic Communicator, Inspiration
Education
Eckerd College 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Wiand Guerra King P.A. April 2010 - Present
Transamerica Financial Advisors, Inc. October 2006 - April 2010
Compliance Consulting to Broker Dealers and Investment Advisory Firms April 2001 - September 2006
InterSecurities, Inc. July 1995 - March 2001
William R. Hough & Co. June 1993 - June 1995
Taiwan Greenpoint 1992 - 1993
Education
Stetson University College of Law 2002 — 2006
JD
World College West 1988 — 1992
BA
PSCU February 2013 - Present
PSCU Financial Services February 2012 - February 2013
myMatrixx February 2010 - February 2012
Keystone Group Holdings September 2007 - February 2010
Bay Gulf Credit Union July 2000 - March 2007
William R. Hough & Co. 1998 - 2000
Suncoast Schools FCU 1992 - 1998
Education
Bentley College 1985 — 1989
Bachelor of Science (B.S.), Accountancy
Odeon Capital Group LLC June 2014 - February 2015
D.A. Davidson Companies June 2013 - April 2014
Incapital May 2012 - June 2013
Stephens Inc. March 2004 - May 2012
William R. Hough & Co. February 1996 - February 2004
Skills
Mortgage Analytics, CMBS, Intex, ABS, Secondary Mortgage..., Trading Strategies, Trading, Institutional Sales, Excel models, Bloomberg, Chartered Financial..., Series 7, Series 63, Series 24, Series 27, BondEdge, Fixed Income Analysis, Fixed Income, Securities, Structured Finance, Portfolio Management, Yieldbook, Client Relations, Structured Products, Asset-backed..., Portfolio Optimization
Education
University of Richmond
Bachelor of Arts (B.A.), Philosophy
University of Richmond
Bachelor of Arts (B.A.)