Work:
Mercury Investment Group
Member and Chief Marketing Officer
First Tennessee Bank
Apr 2011 - Sep 2012
Senior Vice President - Business Development
Highland Capital Management Corp
Nov 2008 - Apr 2011
Senior Vice President - Business Development
Suntrust Bank
Jul 2005 - Nov 2008
First Vice Pesident
Highland Capital Management Corp
Mar 1999 - Jul 2005
Senior Vice President
Gintel & Co
Jul 1985 - Mar 1999
Partner
First Tennessee Bank
Aug 1982 - Jul 1985
Commercial Lender
Education:
Rhodes College 1979 - 1982
Bachelors, Bachelor of Arts, Business Administration, Economics
University of Mississippi 1978 - 1979
Memphis University School 1972 - 1978
Skills:
Portfolio Management, Investments, Asset Allocation, Wealth Management, Financial Services, Financial Analysis, Marketing, Finance, Investment Management, Securities, Alternative Investments, Asset Management, Financial Modeling, Business Development, Banking, Retirement Planning, Mergers and Acquisitions, Crm, Mutual Funds, High Net Worth Individuals, Commercial Lending, Financial Advisory, Credit Analysis, Series 7, Series 63, Fixed Income, Equities, Hedge Funds, Strategic Financial Planning, Valuation, Loans, Bloomberg, Capital Markets, Private Equity, Credit, Endowments, Solution Selling, Investment Advisory, Investment Strategies, Private Banking, Foundations, Trusts, Tactical Asset Allocation, Relationship Marketing, Financial Research, Investment Banking, Solution Based Sales, Equity Analysis, High Net Worth Advisor, Special Project Analysis
Certifications:
Certified Retirement Counselor