Position:
Managing Director - Head of Financial Institutions Group at Wunderlich Securities, Inc.
Work:
Wunderlich Securities, Inc.
since Jan 2007
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Managing Director - Head of Financial Institutions Group
Heritage Capital Advisors, LLC
2001 - 2007
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Managing Partners
Legacy Securities
1998 - 2001
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Senior Vice President
Brookfield Grace Inc.
1996 - 1998
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President
Progressive Capital Investment Corp.
1994 - 1996
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Senior Vice President
Chaffe & Associates
1992 - 1994
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Vice President
Education:
Tulane University - A.B. Freeman School of Business 1990 - 1992
MBA, Finance
University of Mississippi - School of Business Administration 1988 - 1990
BBA, Finance
University of Mississippi 1986 - 1990
BBA, Finance
Memphis University School 1980 - 1986
High School
Skills:
Investment Banking, Private Equity, Equities, Finance, Financial Services, Mergers & Acquisitions, Business Valuation, Mergers, Capital Markets, Valuation