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Financial Strategist
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, 2022
Licenses: Series 7
jwaugh@banescapital.com
Direct: +1 (901) 261-5984
Lender Relations Associate
Russell 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
rpatrick@banescapital.com
Direct: +1 (901) 261-5910
Settlement Specialist
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 University
lbaldwin@banescapital.com
Direct: +1 (901) 261-5931
Financial Strategist
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
ssmith@banescapital.com
Direct: +1 (901) 261-5911
Strategies Analyst
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 that 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 University
Licenses: Series 66, 7
jmunsell@banescapital.com
Direct: +1 (901) 261-5985
Lender Relations Associate
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.
rskahill@hanover-securities.com
Direct: +1 (901) 261-5962