by Banes Capital Group | May 27, 2022
John S. Waugh joined our team in October 2022. A newly minted college graduate, and a Finance guy through and through. His early facility with numbers turned into a passion for analytics and strategy. One of his goals, to understand how Existing Home Sales affect the MBS market; and how the Consumer Price Index influences Federal Reserve decisions, has been arduous, but he's quickly grasped the fundamentals as the market fluctuates. John was engrossed in Capital Markets before knowing that Memphis and Capital Markets have a long and storied past. John proved to have a keen aptitude for finance during his various finance-related collegiate activities.
John was one of the founding members of the Fogelman Finance Club at the University of Memphis. Later, he helped manage a $750,000 equity portfolio in the TVA Investment Challenge and won the silver medal in the Southeastern Hedge Fund Competition, an international intercollegiate investment strategy competition.
As a born and raised Memphian, John is a passionate Grizzlies fan. He could have been a contender at 6 foot 5 inches tall, but he left the court after 8th grade. Aside from basketball, he is an avid University of Tennessee Volunteers Football fan. John also enjoys reading business and finance books and biographies.
Education: BBA, 2022Licenses: Series 7
firstname.lastname@example.orgDirect: +1 (901) 261-5984
Sheldon joined the Banes Capital family in August 2022, looking to get back into the bond market. He brings significant experience in the business and finance industry; At 13, he started working as a retail cashier at his Father's clothing store. Over time, Sheldon learned the business and went on to open over ten other locations before selling the now-franchise for profit. After gaining extensive knowledge in the operations and management side of the Retail sector, he began his finance career working with securities, where he established a new comprehensive set of skills. Sheldon has spent many years sharpening and honing his strategic mindset in the financial industry.
Throughout his extensive career, Sheldon attained specialized skillsets in business, institutional investing, bonds, and management, among many more. He has worked on the ground floor of many companies, managed others, and even ran his own for a time. His well-rounded experience and connections make him an excellent addition to our team.
As an avid outdoorsman, Sheldon's off time takes him across the midsouth. He enjoys hiking, fishing, and hunting in some of Tennessee and Arkansas' most beautiful places.
Licenses: Series 7, 63, 9, 10
email@example.comDirect: +1 (901) 261-5911
Lender Relations Associate
Russell originally joined the Banes Capital family in June 2022. From small-town Waverly, Tennessee, Russell moved to Memphis to attend the University of Memphis. While finishing his degree in business, he worked at fine dining establishments around the Memphis area, where he developed business management, interpersonal relations, and cooking skills, all worthy of praise.
Family is a huge part of Russell's life. With eight aunts and uncles on his dad's side and fifteen on his mother's, he enjoys monthly family get-togethers, where he seizes each opportunity to create a dish with Tennessee's best flavor and texture profiles.
He and his fiancé live in East Memphis, where their two cats, Busch and Lucy, always keep their days interesting. Russell enjoys Redbirds games, watching the Titans, playing disc golf, and barbecuing with his friends during his off time.
Education: B.A. in Marketing, University of Memphis
firstname.lastname@example.orgDirect: +1 (901) 261-5910
Liesa joined the Banes Capital family in April 2022 with several years of experience in the financial industry. Originally from New Orleans, she achieved her degree in Business Administration and started her journey in Atlanta, working for the SBA. Here, she processed PPP loans, completed fraud analyses, and more. As the pandemic began to slow down, Liesa moved back to Memphis to be closer to family.
Liesa enjoys traveling across the continental US, Mexico, and Puerto Rico during her off time. She records her experiences, creating travel vlogs to showcase the best food and cultural offerings for her friends and family. A few places Liesa has traveled to are Chicago, Dallas, Las Vegas, San Juan, and Puerto Vallarta, hoping to visit many more in the future. She has also met quite a few celebrities while moonlighting as a Bartender over the past seven years. Among late Memphis-native Adolf "Young Dolph" Thornton, Liesa has met Fortune 100 executives and one of the presidents of Ghana, President Nana Akufo-Addo.
Education: B.S. in Marketing & Business Administration, Middle Tennessee State Universitylbaldwin@banescapital.comDirect: +1 (901) 261-5931
Jacob joined the Banes Capital family in April 2022. Originally from Bend, Oregon, he has roots deep in the financial industry. While studying at George Fox University, Jacob double majored in Finance and International Business, the latter of which took him to 13 countries worldwide. Through the program, he learned how nations and cultures conduct their business, giving him a broad set of skills and market knowledge that he still uses to great effect.
Throughout his years in the finance industry, Jacob has worked in banking and financial advising and earned his Series 7 and Series 66 licenses. The pandemic market shifts led him to excel at assisting his clients through some of the most stressful situations in the last ten years. Jacob learned how to reassure and alleviate his clients' stressors with incredible customer service and retirement strategies. In 2021, Jacob moved to Memphis with his wife so she could pursue a career in the medical field.
Jacob enjoys traveling worldwide and plans only to continue his adventures. He also enjoys working on classic cars, hunting, fishing, and other outdoor activities with his wife during his off time.
Education: B.S. in International Business & Finance, George Fox UniversityLicenses: Series 66, 7
email@example.comDirect: +1 (901) 261-5985
Reuben joined the Hanover team in February 2022 and has supported the Client Relations team with enthusiasm and skill. He has a passion for making a difference in small business, and his history in the service industry lead him down path of impeccable customer service, product knowledge, and know-how of turning requests into actionable goals.
firstname.lastname@example.orgDirect: +1 (901) 261-5962
Associate Financial Strategist
Director of Accounting
Tarasha received her BS in Accounting from Christian Brothers University in Memphis, TN, and opened many doors for herself. Her career consists of over 25 years of public accounting, asset management, and small business accounting and taxation. Now, she joins us as our Director of Accounting, dedicated to ensuring our numbers are where they should be.
She has been married to her husband, Keith, for over twenty-seven years, and they are parents of three, with three grandchildren. Since the pandemic lockdowns and the closure of their favorite places, Tarasha took the initiative in starting a family Bible Study night where their family can come together to read, discuss, and learn about the messages of the Bible and how they can apply those lessons to their lives. As Finance revolves around her life, Tarasha teaches all she's learned through financial literacy and personal finance classes in her spare time at her church and the wider Memphis community. Tarasha has avidly supported Tennessee teams like her hometown Memphis Tigers, the Grizzlies, and the Titans.
Education: BS in Accounting, Christian Brothers University
email@example.comDirect: +1 (901) 261-5918
Client Services Associate
Dylan began college at the University of Arkansas and later finished at the University of Memphis. While at Memphis, she made her way to the Dean's List for outstanding academic performance earning her BS in Biology, with minors in History & Political Science. Dylan became an EMT with a private ambulance company right out of school, working for nearly four years. She later decided to put her minors to work and made a career shift to Finance. Joining us in late 2021, Dylan has proved to be an integral part of the team's organizational capacity.
Her family is important to her. They traveled around the world together before the pandemic, took pictures, and explored new places. Dylan has visited cities like Venice, Mykonos, and Amsterdam, and parts of Germany throughout her time abroad.
Dylan enjoys reading fiction and philosophy in her free time, cooking cuisine from across the world, watching documentaries on Netflix and HBO, and going to the park with her golden retriever, Cudi.
Education: University of Memphis, BS in Biology
firstname.lastname@example.orgDirect: +1 (901) 261-5929
Hailing from Memphis, Katie attended the University of Tennessee - Knoxville, and Union University, completing a Masters of Business Administration. She volunteered at the Boys & Girls Club of Memphis and Manorhouse Assisted Living throughout her college career. Before graduating, she joined the Banes/Hanover family to test her knowledge and skills, and she's been an asset ever since.
When she is not working, you can find her practicing hot yoga, trying new cuisines around town, or sifting through used books and records. Go Vols!
Education: Sociology with focus in Criminal Justice, UT Knoxville, MBA, Union University
email@example.comDirect: +1 (901) 261-5973
Communications & Events Manager
Chase is a Memphis native and a University of Memphis Alum. She was a member of Alpha Delta Pi Sorority, Gamma Eta Chapter, where she enjoyed volunteering with Ronald McDonald House Charities. Having worked several years of experience in event planning and management, Chase has a masterful grasp of communication and organizational skills. She worked in logistics at Le Bonheur Children’s Hospital before joining our team in October 2021. Chase enjoys staying active, cooking, traveling, and cheering on the Memphis Tigers outside the office.
Education: BS, University of Memphiscmednikow@banescapital.comDirect: +1 (901) 261-5904