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Front Desk (901) 261-5950
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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
Associate Financial Strategist
Financial Strategist
Sam joined Banes Capital in 2021 as an Associate Financial Strategist. His role includes working with banks and credit unions to help optimize their performances and diversify their portfolios.
Before Banes Capital, Sam worked in sales and support roles generating supply chain efficiencies for US domestic transportation and logistics customers. He also introduced, trained, and supported customers with industry specific software applications. Sam succeeded in building a reputation for thorough product knowledge and exceptional customer communication. Sam maintains his enthusiasm for soccer as a member of the Men’s Soccer League. He was a four-year collegiate soccer player at CBC, Gulf South Conference Champion 2012, 2014 NCAA Tournament participant, and 2015 All GSC First Team and 2015 D2CCA All-South Region Team.
Education: Christian Brothers University, Bachelor of Business Administration
Licenses: Series 7
swilson@hanover-securities.com
Direct: +1 (901) 261-5983
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
tpayne@hanover-securities.com
Direct: +1 (901) 261-5918
Client Services Associate
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
kcampbell@hanover-securities.com
Direct: +1 (901) 261-5973
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: BS in Biology, University of Memphis
dfinney@hanover-securities.com
Direct: +1 (901) 261-5929
Financial Analyst I
Jack joined Banes Capital in July 2021 as an Associate Financial Strategist. His role includes working with banks and credit unions to help optimize their performance and to diversify their portfolios.
Before Banes Capital, Jack worked with the CEO of Husk Investments and Trading. Jack grew up in Charleston, South Carolina. During college he was a member of Ducks Unlimited, the Club baseball team, and Sigma Alpha Epsilon Fraternity, where he served as President. Jack spends his free time improving his golf game, watching sports, and reading.
Education: BS in Finance, Wofford College
Licenses: Series 7
jihrke@hanover-securities.com
Direct: +1 (901) 261-5982
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 Memphis
cmednikow@hanover-securities.com
Direct: +1 (901) 261-5904
Financial Strategist
Paul joined Banes Capital with 20 years of Technology, Finance, and Luxury Automobile Retail experience. He covered Dell clients ranging from High-Frequency Trading companies to startup “Silicon Alley” businesses in New York and internationally in Southern England. Paul managed sales and finance at Lexus of Memphis. He is excited to be part of the Financial Strategy Group at Banes and assist banks and credit unions that need protection against rising rates and that need to generate strong yield performance.
Education: BS in Business Administration, University of Tennessee Knoxville
Licenses: Series 7
psmith@hanover-securities.com
Direct: +1 (901) 261-5939
Associate Financial Strategist
Lisa Banes joined our team in 2021 as an Associate Financial Strategist. She's been connected with the finance industry through friends and, of course, family. She has made a name for herself as a marketing and sales professional, having run her own business in Seattle for over 20 years and has decided to share that expertise with us.
Education: BS, Memphis State University
lbanes@hanover-securities.com
Direct: +1 (901) 261-5938
Vice President, Whole Loan Trading
Maddy joined our whole loan trading team after interning with us in the lender relations department, all during her final year of schooling. Her affinity for analysis, whether it be macroeconomic or loan level, and her will to understand others make her effective in understanding and meeting the needs of any financial institution. In her new role, Maddy coordinates with strategists, traders, and a variety of financial institutions active in the secondary market to facilitate whole loan and participation trades.
During school, Maddy remained busy by writing economic commentary for the Banes Capital Group website and working as a research assistant for her university's economics department.
Education: University of Connecticut, summa cum laude, BA in Economics, BA in Political Science
mdanziger@hanover-securities.com
Direct: +1 (901) 261-5965
Whole Loan Analyst I, Whole Loan Trading
Wagner joined the BCG Financial Strategies Group in 2021. His role includes supporting our Whole Trade Trading Desk, analyzing products for our clients.
Before Banes Capital, Wagner worked for FedEx Services as a Senior Accountant. Wagner was a contributing writer of their 10K Report intended for Investors and Analysts. He also assisted with Account Reconciliations and Month-End Close Reports in the Revenue and Salaries & Wages Divisions.
Wagner lives in Collierville, Tennessee with his wife and baby daughter, and two rescue pit bull pups. He is an avid deer and duck hunter and a University of Alabama football fan.
Education: University of Memphis, MA of Accounting
wgurkin@hanover-securities.com
Direct: +1 (901) 261-5981
SBA Settlements
Margaret Echols is a native of Memphis, Tennessee. Her career in finance started right out of high school at the National Bank of Commerce in 1980 as an Account Information Clerk.
In 1985, Margaret joined Morgan Keegan as a data entry clerk. Within a couple of weeks, her role switched to Assistant to the Municipal Trading Desk, giving her an increasing repertoire of skills. After a few years, she became a valuable part of the Secondary Market/Repo Trading Desk. In June of 2012, Margaret assisted with establishing the Secondary Market Trading Desk and operated the Secondary Market Operations Department for Stifel Nicolaus/Stifel Bank and Trust.
Margaret joined Banes Capital Group in November of 2020, bringing 41 plus years of Fixed Income Capital Market/Banking experience and significant knowledge of Secondary Market products. Margaret is versatile, self-motivated, and creative. She firmly believes that life and family are priceless.
mechols@hanover-securities.com
Direct: +1 (901) 261-5936
Financial Strategist
Mario Ovelar may be a recent addition to our team — but with years of experience in banking and insurance, he's well-versed in sales and the art of relationship building. A former soccer and basketball player, Mario stays active in Memphis' adult leagues and volunteers his time in the community as a youth basketball coach. He was born in Montevideo, Uruguay, and speaks fluent Spanish.
Education: Psychology, The University of Memphis
Licenses: Series 7
movelar@hanover-securities.com
Direct: +1 (901) 261-5926
Digital Marketing Manager
Financial Strategist
Steven Shelton joins Hanover Securities with experience in both management and sales. At Banes Capital, he specialized in assisting institutional clients in managing loan-to-deposit ratios through the purchase of SBA and USDA government-guaranteed loans and pools.
Education: B.S. in Business Administration with a focus in Accounting; MBA from Christian Brothers University
Licenses: Series 63, 7
sshelton@hanover-securities.com
Direct: +1 (901) 261-5967
Whole Loan Trader
A 24-year capital markets veteran, Stephen Bone has worked with some of the best fixed-income and loan capital markets firms in the country including FTN Financial, Morgan Keegan, Raymond James, Cantor Fitzgerald, and Bear Stearns.
After sensing a need for focused, analytics-based trading advice among his bank and credit union clients, Stephen founded Resi Consulting, LLC, a firm focused on providing fee-based loan capital markets advice to financial institutions across the country, and most recently he teamed with friend and colleague Joel Banes to found BCG Loan Trading, the whole loan trading desk at Banes Capital Group.
Stephen lives in Oxford, MS with his wife and two daughters.
Education: B.S., Finance; M.B.A.; Arkansas State University
sbone@hanover-securities.com
Direct: +1 (901) 261-5927
Director of Strategist Training and Support
Nancy focuses on developing and implementing our sales and product educational sessions. Her goal is to improve the organization's product knowledge and selling skills and drive better processes and outcomes. As a long-term Marketer, she is focused on delivering positive ROI and an exceptional customer experience. She’s highly collaborative and works across different teams to design and sell plans to key stakeholders and follow up with crisp execution.
She's marketed for quality brands like FedEx, Cooper Lighting, Art.com, Nationwide Insurance, Mimeo.com and IRIS Orchestra. She is an integral part of making your experience working with Banes Capital Group and Hanover Securities a pleasant business experience.
Education: BA, Colgate University
Licenses: SIE
nraileanu@hanover-securities.com
Direct: +1 (901) 261-5970
FRM, Financial Strategist
Matt Ihrke has been a professional in the fixed income markets for 24 years. Beginning his career in Memphis, Tennessee, Matt traded over-the-counter Callable Agencies, and later Corporates, for Morgan Keegan. In 2003, Matt took an opportunity with RBC Dain to trade new-issue Callable Agencies before returning home to Chicago in 2005 to build out the Agency desk at Incapital.
As the business grew, Matt’s role transitioned into Risk Management of fixed income product groups including Agencies, Corporates, CMOs, MBS, and Structured Products, and he earned his Financial Risk Manager Certification (FRM) from the Global Association of Risk Professionals (GARP). Most recently, Matt has been consulting on the lending side of Mergers and Acquisitions in the Registered Investment Advisor space. He lives in Northbrook, Illinois.
Licenses: Series 7
mihrke@hanover-securities.com
Direct: +1 (901) 261-5978
President & CEO
Matt Monaco brings more than 25 years of experience in the government-guaranteed loan sector to his role, which he’s held since 2019. Primarily a trader, Matt has participated in loan settlements, pool securitizations, analytics, loan purchases, and sales. He has been instrumental in three start-up operations.
Education: B.A. in Economics and Business Administration from Rhodes College and an M.B.A. from the University of Memphis.
Licenses: Series 7, 63, 65, 24
mmonaco@hanover-securities.com
Direct: +1 (901) 261-5952
Financial Strategist
Marie Fitts joins us after a long tenure at Morgan Keegan/Raymond James. She advanced quickly from an entry-level operations position to vice president in fixed income sales platforms, using her diverse industry training and a combination of communicative, restorative, and analytical skill sets.
Marie has comprehensive expertise in fixed income securities operations, clearing, trading, management, and sales. Her diverse product knowledge includes US government and agency debt; US-denominated corporate debt, municipal bonds, and small business administration (SBA) pools, with an extensive background in mortgage-backed specified pools, To-Be-Announced (TBA) forward mortgage securities, pool information, and pool allocations.
Education: University of Tennessee – Martin
Licenses: Series 7 and 63
mfitts@hanover-securities.com
Direct: +1 (901) 261-5934
Financial Strategist
Lee Olswanger joined our team in September 2020. He started his career working as an analyst at UBS Group AG in Nashville, TN, where he assisted client advisors and portfolio managers. After a few years with UBS, Lee moved back home to Memphis, TN, to accept a position as a financial advisor at Merrill Lynch.
He is active in the community and serves on the board of several local organizations, including the Memphis Jewish Community Center and the Tennessee Chapter of the Crohn's & Colitis Foundation.
Education: BA in Finance and Accounting, University of Tennessee
Licenses: Series 7, 66
lolswanger@hanover-securities.com
Direct: +1 (901) 261-5979
Director of Compliance
Kevin Bentley has spent most of his 30-year financial career in the securities industry. Prior to working with Hanover Securities, he was with Banes Capital Group as Director of Compliance and at Morgan Stanley Smith Barney as financial advisor and complex risk officer.
Education: B.B.A. in accounting from the University of Memphis, M.B.A. in Finance from Christian Brothers University.
Licenses: Series 7, 23, 10, 9, 31, 3, 65, 63
kbentley@hanover-securities.com
Direct: +1 (901) 261-5975
Programmer
Jonathan has almost 10 years of experience in developing .Net applications for manufacturing, logistics, inventory control systems, and financial reporting. He also has a lifelong passion for software development. Jonathan helps the organization's leadership by understanding and translating business needs into software solutions. He works on critical systems that help the company and customers meet operational and settlement goals, within our high compliance standards.
Education: The University of Memphis: Bachelor of Science in Computer Science, Bachelor of Science in Psychology
Managing Director, Financial Strategies
John Hirt leads the Sales team at Banes Capital Group and Hanover Securities, which has tripled in size and gross revenue during his tenure. Committed to product knowledge, John leads a daily sales call where he and traders communicate product knowledge and relevant market conditions. Sales Strategists are expected to act as consultants to bank and credit union C-suite leaders, helping them optimize their portfolio. John leads by example with focus, energy, and excellence. These are traits that John brings to the organization and requires of his organization. John sits on the Leadership Team of Banes Capital & Hanover helping the Company grow to its full potential.
John has over 25 years of industry experience including his time as Managing Director and National Sales Manager for Raymond James. While there, John served on the senior management committee for the Fixed Income Capital Markets group.
Prior to Raymond James, John was a Managing Director and National Sales Manager for Morgan Keegan. During the sale of Morgan Keegan to Raymond James in 2012, John served on the transition and integration team for the two firms. He was Morgan Keegan’s top producer in Institutional Fixed Income in 2011 and was one of the highest producing brokers in the history of the firm. John joined Morgan Keegan in 1996, having worked for two years prior at First Tennessee’s Bond Division, achieving top 20 status in his second year.
Prior to joining First Tennessee Bank’s bond division, John was involved in M&A activity with WSGP and later Aurora Capital Partners in Century City, California.
Education: B.S., Mechanical Engineering, Geneva College; EMBA, Emory University
Licenses: Series 7, 63
jhirt@hanover-securities.com
Direct: +1 (901) 261-5964
Director
Joel Banes is a seasoned SBA professional in Memphis, Tennessee with over 25 years of industry experience specializing in the management of fixed income securities, specializing in the SBA 7(a) and USDA market. He is the Founder and CEO of Banes Capital Management, LLC, and served as Managing Director of SBA Pooling and Trading for Shay Financial Services, Inc. for a decade.
He launched broker-dealer Hanover Securities in 2016 with long-time friend and business associate, John Hanover of Los Angeles. He trades SBA, USDA and FSA loans, SBA 7a pools, SBA COOFs as well as MBS's and other traditional fixed income products.
Education: B.S. from the University of Tennessee and studied at the Wharton School of Finance, University of Pennsylvania.
jbanes@hanover-securities.com
Direct: +1 (901) 261-5951
MBS Trader
Jim Tait is an icon in the MBS world, trading since 1981. Jim spent 27 years of his career as an MBS Trader/ Managing Director at Morgan Keegan before the Raymond James/MK merger.
His daily Cherry Picks highlight the best of the bonds and his colorful financial commentary serves as a side of perspective for your morning coffee. As a subject matter expert on Mortgage-Backed Securities, he frequently shares his insights with his 2,000 LinkedIn followers. MBS are his main product line, but Jim also traffics in whole loans.
jtait@hanover-securities.com
Direct: +1 (901) 261-5963
Director of Lender Relations
Jennifer maintains client relationships for our clients who bid on SBA and USDA loans. If you need help to originate, buy, sell or service these loans, Jennifer will help you start that process. She has helped facilitate the trade of some of the largest loans in USDA history and wants to help you trade yours.
Jennifer has been in the Finance industry for over 15 years, first at Morgan Keegan, now Raymond James, in Compliance. She learned to understand and work with Regulators and guide others. She transitioned to Branch Management after a while and learned the nuances, the needs, and the wants of Brokers, Banks, and Credit Unions she worked with. She joined Banes Capital Group and Hanover Securities with the drive to serve clients with the utmost professionalism.
Jennifer is a member of Junior League of Memphis and Junior Auxiliary which help guide Women and Children, respectively, in education, becoming leaders, and becoming the best they can be. She also sits on the Memphis Botanical Garden’s Board of Directors. Beyond that, she participates in Memphis in May World Championship Barbeque Cooking Contest with her team and makes great food every single year.
jcoltharp@hanover-securities.com
Direct: +1 (901) 261-5951
Financial Strategist
Jack Paratore’s sales experience began with municipal bonds, government agencies, and mortgage-backed securities. During his time at Morgan Keegan/Raymond James, he worked closely with Public Finance and the Investment Banking division selling proprietary CMOs with emphasis on credit tenant transactions. Jack also focused on taxable and tax-exempt municipal bonds for insurance companies and bond funds.
He has supported investment bankers with new proprietary debt deals including CTLs, project finance, and construction-to-permanent deals; and hedge funds and money managers for whole loan packages.
Education: MBA in Finance, Long Island University; BA, Queens College of City College New York (C.C.N.Y.)
Licenses: Series 7, Series 24, Series 63, Series 3
jparatore@hanover-securities.com
Direct: +1 (901) 261-5933
SBA Trader
Hailey Layrock is Hanover Securities’ senior SBA and USDA Trader. Before joining us at Hanover, she was at MassMutual Financial Group for 9 years in financial reporting, operations, and as a mutual fund accountant. Now, her specialties include government guaranteed loans and pool products. With over 15 years of experience in the financial industry, she brings a unique perspective to each institution. She coordinates with the sales team every day to ensure our clients get the most out of their investment strategies.
Hailey completed her Masters in Business Administration at University of Memphis, and prior a BSBA at Christian Brothers University.
With the current market-focus on socially impactful and CRA-positive accreditations, Hailey has become an expert in what loans and pools meet our investors’ needs. She’s become a vital part of our team with her creation of diverse pools and products. With us, she’s facilitated over $1 Billion in SBA Securitizations.
Finance is the family business for Hailey: her father, the late Mark Atwill, was managing director of fixed income trading at SunTrust Bank.
Education: BS, Finance, Christian Brothers University; MBA, University of Memphis
hlayrock@hanover-securities.com+1 (901) 261-5971
Lender Relations Associate
Donna came to the Banes & Hanover team with over 25 years of experience in office administration and management. She started in Settlements, where she learned the ins and outs of working with SBA, USDA, and FSA loans in the secondary market. Now, she provides critical support in Lender Relations, dealing directly with our vast list of lenders. With an eye for detail, Donna is dedicated to providing the best customer service to every one of our clients and lenders.
Donna is a Memphis native. She enjoys spending time with her family and at her home on the Tennessee River, especially during the summer months.
Education: BA, Accounting
dreed@hanover-securities.com
Direct: +1 (901) 261-5972
Human Resources, HRCM
With more than 20 years of experience in the financial industry, Denise Omar brings her diversified knowledge of business to Hanover Securities. Denise contributed at Clayton Brokerage, Morgan Stanley and Banes Capital Group in branch administration and management. Denise is a registered representative.
domar@hanover-securities.com
Direct: +1 (901) 261-5916
Director of Operations
As Director of Operations at Hanover Securities, Denice Susen brings a diverse background in international and domestic banking. The experience provides her with a clear understanding of client needs and allows her to provide detailed operational support related to loan settlements.
Education: University of Washington
dsusen@hanover-securities.com
Direct: +1 (901) 261-5974
Associate Financial Strategist
Daniel Gully joined the team in a new role for 2020 after making himself invaluable in the Strategies group. He has a facility with numbers and an ability to unearth opportunities to optimize portfolio value. Daniel discovered an interest in capital markets while participating in the TVA Investment Challenge, a partnership between TVA and Christian Brothers University.
Throughout his college years, Daniel worked for the Salvation Army Kroc Center of Memphis, ultimately growing into a leadership role before joining Banes to continue serving the community. He is interested in personal fitness and wellness.
Education: Bachelor's of Science; Finance, Economics, Christian Brothers University
dgully@hanover-securities.com
Direct: +1 (901) 261-5923
Financial Strategist
Casey Goodwin joined the firm in 2018 and has shown a keen ability for helping banks and credit unions optimize portfolio yield with SBA and USDA government-guaranteed loans.
Casey lives in Memphis and coaches youth football and basketball at Christ Methodist Church. As a retired first baseman at CBU, he keeps his skills sharp playing competitive softball.
Education: B.S. in Business Administration with a focus in Accounting, Christian Brothers University
Licenses: Series 63, 7
cgoodwin@hanover-securities.com
Direct: +1 (901) 261-5980
Financial Strategist
Chief Operating Officer
Brian Swanson was named Chief Operating Officer in 2020. He has 20 years of experience in information technology and administration. In addition to overseeing the company's business operations, Brian’s responsibilities include platform design, programming management, software and hardware decisions, troubleshooting and heading up all IT initiatives.
Brian is a co-founder and previous board member of Memphis Technology Foundation, as well as co-founder and steering committee chair of GiveCamp Memphis.
bswanson@hanover-securities.com
Direct: +1 (901) 261-5959
Managing Director, Chief Strategist
Carl Moerbe has expansive financial experience and responsibilities in investments and system platforms like Bloomberg, Tradeweb, and Thomas Ho Company. He has provided management and execution for institutional investors ($200mm to $10Bln+), with an emphasis on U.S. Investment Grade Debt, product evaluation, analysis and recommendation, portfolio analytics, simulation modeling development, account consulting, interest rate risk management, and regulatory compliance. Carl has a long history with Morgan Keegan/Raymond James, having been a star player in many high-level documentation creation.
He has interacted directly with, executed for, and advised many types of investors including money managers, individual/private Investors, depositories, state and local governments, foreign central banks, foundations and trusts, nonprofits, and insurance companies. Now, he is advising accounts on asset allocation, investment products, and portfolio strategies.
Education: BBA University of Texas – Austin
CFA Charterholder: 2003-Present
Licenses: Series 7, 63, 16
cmoerbe@hanover-securities.com
Direct: +1 (901) 261-5968