Profil
Mr. Maxwell H.
Neely is a Research Associate at Sterne, Agee & Leach, Inc. He joined the firm in July 2013.
Mr. Neely was previously employed as Credit Analyst by First National Bank of The Rockies and Operations Analyst by Integrated Asset Services LLC.
Mr. Neely received a BBA in Managerial Finance and Real Estate from the University of Mississippi in 2010 and a Master of Science degree in Finance from the Daniels College of Business in 2012.
Anciens postes connus de Maxwell H. Neely
| Sociétés | Poste | Fin |
|---|---|---|
First National Bank of the Rockies (Colorado)
 First National Bank of the Rockies (Colorado) Major BanksFinance First National Bank of the Rockies traces its roots back to the Old West when it was chartered in 1904 as The First National Bank of Meeker. For decades the bank has stood strong, and is one of only a few in the area to survive the Great Depression and the speculative boom and bust cycles of the region's oil shale activities. In the early 1990s the First National Bank of Meeker, along with First Federal Savings & Loan in Craig, was acquired by a group of local investors. The name was changed to First National Bank of the Rockies to reflect the bank's growing regional presence. In 1997, Rocky Mountain State Bank and Rio Blanco State Bank in Rangely were acquired and combined into the Rangely Office of FNBR. In mid-1999 First National Bank of the Rockies opened its first Grand Junction Office in a newly renovated facility at 2452 Hwy 6&50 just east of Mesa Mall. In 1999, FNBR also acquired banks in Hayden and Oak Creek, Colorado. In 2003, the bank opened a second Grand Junction office in the Redlands Marketplace. In 2004, a third Grand Junction office was opened on Horizon Drive, as was an office in Steamboat Springs. In 2006, First National Bank of the Rockies continued its expansion in the Grand Junction market with the opening of an Orchard Mesa office. Today, First National Bank of the Rockies continues the tradition of serving the needs of its customers in new and innovative ways. These include a state-of-the-art check image system, 24-hour telephone banking, and convenient Internet banking. Whether it's banking face-to-face the traditional way or using technology to bank the modern way, First National Bank of the Rockies gives its customers the power of choice. Combining strong local ownership, solid Western values and leading edge technology, First National Bank of the Rockies is well into its second century of service with an unwavering commitment to being "Your Bank." FNBR is a sanctuary of financial service and support. It's a bank where customers have confidence that their money is safe, that their financial best-interests are at heart, and where they feel highly valued on a personal level. FNBR is a bank founded in the belief that it is the financial bedrock of the community and has a fundamental obligation to maintain financial stability, promote financial literacy, and invest in a way that makes the community a better place to live. FNBR is a place where employees have confidence that they have the tools and training to understand their customers' needs, are authorized and expected to meet their needs in a highly responsive manner, and are empowered to always make their customers' banking experience consistently satisfying. It is a 100+ year old institution with deep roots steeped in "Western Values" that customers are proud to call their bank and are passionate in their loyalty to the brand. It is a place of openness and hospitality, and a haven of stability in an unstable world. It's where customers feel that they belong. | Corporate Officer/Principal | 31/05/2013 |
Integrated Asset Services LLC
 Integrated Asset Services LLC Finance/Rental/LeasingFinance Integrated Asset Services LLC provided mortgage service and solutions. It offered default management and residential collateral valuation services. The company also offered customized solutions to manage various aspects of the mortgage default life cycle. It provided residential asset valuation, BPO valuations, appraisals, value reconciliation, default asset management, REO liquidation strategies, short sale strategies, and component default services. The company was founded in 2005 and headquartered in Denver, CO. | Corporate Officer/Principal | 30/04/2012 |
Sterne, Agee & Leach, Inc.
 Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA. | Analyst-Equity | - |
Formation de Maxwell H. Neely
| University of Mississippi | Undergraduate Degree |
| Daniels College of Business | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Sterne, Agee & Leach, Inc.
Sterne, Agee & Leach, Inc. Investment Banks/BrokersFinance Founded in 1964, Sterne, Agee & Leach, Inc. is a full service investment firm and registered broker/dealer headquartered in Birmingham, Alabama. The firm's expertise includes retail and institutional brokerage services, investment banking and underwriting, secondary trading of corporate, municipal, and government securities and market making in over-the-counter stocks. The firm is a member of the NYSE and FINRA. | Finance |
Integrated Asset Services LLC
Integrated Asset Services LLC Finance/Rental/LeasingFinance Integrated Asset Services LLC provided mortgage service and solutions. It offered default management and residential collateral valuation services. The company also offered customized solutions to manage various aspects of the mortgage default life cycle. It provided residential asset valuation, BPO valuations, appraisals, value reconciliation, default asset management, REO liquidation strategies, short sale strategies, and component default services. The company was founded in 2005 and headquartered in Denver, CO. | Finance |
First National Bank of the Rockies (Colorado)
First National Bank of the Rockies (Colorado) Major BanksFinance First National Bank of the Rockies traces its roots back to the Old West when it was chartered in 1904 as The First National Bank of Meeker. For decades the bank has stood strong, and is one of only a few in the area to survive the Great Depression and the speculative boom and bust cycles of the region's oil shale activities. In the early 1990s the First National Bank of Meeker, along with First Federal Savings & Loan in Craig, was acquired by a group of local investors. The name was changed to First National Bank of the Rockies to reflect the bank's growing regional presence. In 1997, Rocky Mountain State Bank and Rio Blanco State Bank in Rangely were acquired and combined into the Rangely Office of FNBR. In mid-1999 First National Bank of the Rockies opened its first Grand Junction Office in a newly renovated facility at 2452 Hwy 6&50 just east of Mesa Mall. In 1999, FNBR also acquired banks in Hayden and Oak Creek, Colorado. In 2003, the bank opened a second Grand Junction office in the Redlands Marketplace. In 2004, a third Grand Junction office was opened on Horizon Drive, as was an office in Steamboat Springs. In 2006, First National Bank of the Rockies continued its expansion in the Grand Junction market with the opening of an Orchard Mesa office. Today, First National Bank of the Rockies continues the tradition of serving the needs of its customers in new and innovative ways. These include a state-of-the-art check image system, 24-hour telephone banking, and convenient Internet banking. Whether it's banking face-to-face the traditional way or using technology to bank the modern way, First National Bank of the Rockies gives its customers the power of choice. Combining strong local ownership, solid Western values and leading edge technology, First National Bank of the Rockies is well into its second century of service with an unwavering commitment to being "Your Bank." FNBR is a sanctuary of financial service and support. It's a bank where customers have confidence that their money is safe, that their financial best-interests are at heart, and where they feel highly valued on a personal level. FNBR is a bank founded in the belief that it is the financial bedrock of the community and has a fundamental obligation to maintain financial stability, promote financial literacy, and invest in a way that makes the community a better place to live. FNBR is a place where employees have confidence that they have the tools and training to understand their customers' needs, are authorized and expected to meet their needs in a highly responsive manner, and are empowered to always make their customers' banking experience consistently satisfying. It is a 100+ year old institution with deep roots steeped in "Western Values" that customers are proud to call their bank and are passionate in their loyalty to the brand. It is a place of openness and hospitality, and a haven of stability in an unstable world. It's where customers feel that they belong. | Finance |
