Managing Director - Head of Financial Institutions Group at Wunderlich Securities, Inc.
Location:
Greater Memphis Area
Industry:
Investment Banking
Work:
Wunderlich Securities, Inc. since Jan 2007
Managing Director - Head of Financial Institutions Group
Heritage Capital Advisors, LLC 2001 - 2007
Managing Partners
Legacy Securities 1998 - 2001
Senior Vice President
Brookfield Grace Inc. 1996 - 1998
President
Progressive Capital Investment Corp. 1994 - 1996
Senior 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
Seacap Financial
Managing Partner
Wunderlich Securities Jan 1, 2007 - Dec 2015
Managing Director - Head of Financial Institutions Group
Heritage Capital Advisors 2001 - 2007
Managing Partners
Education:
Tulane University - A.b. Freeman School of Business 1990 - 1992
Master of Business Administration, Masters, Finance
University of Mississippi 1986 - 1990
Bachelors, Bachelor of Business Administration, Finance
Memphis University School 1980 - 1986
Skills:
Private Equity Investment Banking Mergers and Acquisitions Finance Valuation Equities Financial Services Capital Markets Investments Mergers Business Valuation Corporate Finance Financial Analysis Due Diligence Business Development Structured Finance Credit Analysis Deal Sourcing Capital Raising
Professional Development Seminars
President
Grace and Associates Aug 1974 - Feb 1992
President
Education:
The University of Memphis 1973
Masters, Urban Planning
University of Tennessee, Knoxville 1963 - 1967
Bachelors, Bachelor of Science In Civil Engineering, Civil Engineering
Skills:
Stormwater Management Contract Management Hydrology Construction Management Site Plans Autocad Water Resources Site Planning Grading Drainage Subdivisions Environmental Engineering Sewer Erosion Control Highways Bridge Microsoft Office Road Construction Transportation Surveying Transportation Engineering Municipalities Environmental Value Engineering Feasibility Studies Civil Engineering Land Development Traffic Engineering Water Concrete Site Development