| Executives in Residence |

Mentorship Opportunities

Most meetings will be held on a one-to-one basis, thus giving you the most meaningful experience tailored to your specific professional goals.

Discussions will typically focus on your interests, background and experience(s) as you consider a career in your chosen field.

Executives often advise students in areas such as:

  • Skills and abilities required to succeed in a particular industry or company
  • Job search strategies, internships and full-time positions
  • Career path planning beyond the initial position
  • Dealing with challenging professional or personal issues
  • Commercializing new business and entrepreneurial ventures

|   Meet our Executives in Residence   |

Frank Allen is a retired Financial Advisor, having worked at Shoemaker Financial Advisors from 2001 to 2021. Frank specialized in preparing financial plans and investment management for 300+ client households. From 1984 to 2001, he worked at FedEx in three different positions, as a Financial Analyst, Managing Director of Fleet Planning and Managing Director of Sales Support. From 1974 to 1984, Frank worked in accounting at Catherine's, a multi-state retail dress shop. He was also an Accounting Manager and later the Controller at Catherine's.

Frank graduated from University of Memphis (then named Memphis State) in 1974 with a BBA in Accounting. He is a lifelong Memphian and currently serves as an Adjunct Faculty at the Fogelman College of Business and Economics (FCBE), teaching Personal Financial Management classes. He is active in the local Financial Planning Association (FPA) Chapter, currently serving as Education Director. Frank serves on the FCBE Advisory Council, the FIR Advisory Council, the National FPA Advisory Council. Since 2014, he has actively helped to start and build a Financial Planning program for UofM students who have a desire to consider Financial Planning as a career.

Frank Allen

Financial Advisor, Shoemaker Financial - Retired

Industry tags:

| Financial Planning | Financial Analyst | Investments | Management |

Trevia Chatman is President of Bank of America Memphis. As President, she is responsible for connecting banking and investment resources offered through the bank's eight lines of business to individuals, families, and companies across the region. She is responsible for executing Bank of America’s Environmental, Social and Governance strategy, to address social and economic concerns and drive impact for the community. Trevia is also the Market Executive for Memphis. In this role, she leads the development and execution of the market strategic plan, employee engagement and corporate reputation. She coordinates sponsorships, fosters collaboration with nonprofit leaders and stakeholders, and mobilizes her team of talented volunteers to drive positive change in the community. She is actively involved in the bank’s diversity and inclusion efforts as an Executive Sponsor for the Black Professional Group and member of Leadership, Education, Advocacy & Development for Women. She is a graduate of the bank’s Women’s Next Level Leadership Program and a recipient of the Bank of America Global Diversity and Inclusion award.

Trevia has a proven track record of success in growing market share, driving revenue and developing high performing teams. She has experience in consumer and private banking, marketing, performance management, B2B and government relations.

A passionate community advocate, Trevia is on the board of directors for the Women’s Foundation for a Greater Memphis, the United Way of the Mid-South’s Women United and a New Memphis Fellow. Trevia’s advocacy has garnered recognition including the Top 40 under 40 Urban Elite Professionals award, the Memphis Business Journal’s Top 40 under 40 award, MBJ Power 100 and the Memphis Grizzlies HBCU Empowerment award. She holds a Master of Business Administration degree from the Fogelman College of Business and Economics at the University of Memphis and a Bachelor of Business Administration degree from Tennessee State University.

Trevia Chatman

President, Bank of America Memphis

Industry tags:

| Consumer and Private Banking | Marketing | Performance Management | B2B Development | Legislative Relations |

Steve Good is a strategic business development, sales and marketing executive with a broad range of experience in strategic planning, sales strategy, leadership, compensation and training, business development, brand stewardship and strategic alliances and partnerships. Steve has over 35+ years of C-Suite Level experience across several categories – B2C and B2B services, real estate development and marketing/communications/advertising.  

Steve most recently spent 20 years as an executive with Terminix International. He served in several roles including Chief Marketing Officer, Senior Vice President of Business Development and Vice President of Sales.  

Steve is currently the president of Good Strategies LLC, a company that specializes in strategic planning, sales, marketing and communications planning and commercializing novel and emerging technologies to the pest control and lawn care industries.

Steve is a graduate of Fogelman College with a degree in economics.

Steve Good

President, Good Strategies LLC

Industry tags:

| Marketing | Management | Sales | Real Estate |

Dawn Graeter, President and CEO of Southern Security Federal Credit Union is an extremely accomplished, trailblazing finance executive who has led Southern Security to triple-digit growth since she took the helm in 2011. As one of the few female bank CEOs in the Greater Memphis area, Dawn has over 32 years in the finance and banking industry and has held almost every position there is as she worked her way from teller to CEO.

Dawn’s focus on the foundational pillars of people, community, and technology have ignited record breaking results year after year and includes specific efforts for teamwork-building, employee relations, a genuine grassroots community outreach effort, and adopting technology solutions to provide greater functionality and service to customers. These efforts have increased the Southern Security full-time workforce by 37 percent and increased the annual net income of Southern Security by 127 percent poising Southern Security for even greater growth in the future.

Dawn’s successes have not gone unnoticed as she was named a Superwoman in Business by the Memphis Business Journal in 2012 and was named University of Memphis Outstanding Alumna in 2019. Dawn and her team are proud that Southern Security has been named Best Credit Union by the readers of the Commercial Appeal for four years running and was recently named best Mortgage Company.

Recently, Dawn was asked to serve on the Le Bonheur National Leadership Council and The Carnival Memphis Board, both benefiting local children and children’s charities. Dawn previously served as chairman of the board for HopeWorks, an organization that offers jobs and support to the under-resourced and recently incarcerated working in conjunction with the Shelby County Department of Corrections Hope 2 Hire program. Her work with HopeWorks is what she is most proud of, helping train adults for vocational careers and life outside of the Department of Corrections system. Dawn has a real drive to help adults help themselves, to be able to provide for their families, and find a skill or career they are proud of every day.

Dawn Graeter

CEO, Southern Security Federal Credit Union

Industry tags:

| Finance | Banking | Management |

Kevin D. Kimery, a native Memphian, is the Founder and CEO of Kimery Wealth Management. Kevin seeks to help his clients and their families navigate the complexities of wealth while understanding their unique goals and challenges.

Before joining Morgan Stanley in 2005, Kevin spent seven years in the Private Client Group of Goldman Sachs and three years at Merrill Lynch. He also served as president of Accuship, an information management company. Kevin received his B.A. in business administration from the University of Memphis and an M.B.A. with a concentration in finance from Vanderbilt University. In addition, a former board member of the Memphis Botanic Garden, the Vanderbilt Graduate School of Business, the Exceptional Foundation of West Tennessee, the Memphis Zoo, and a former president of Hope House. Kevin's current community involvement includes the New Memphis Institute, Green Dot Public Schools, Carnival Memphis Board, The University of Memphis Fogelman College of Business's Executive Board, and Southern Reigns and The New Memphis Institute.

Kimery Wealth Management was founded in June 2017. They are a privately-owned investment advisory practice specializing in family wealth advising and institutional consulting for individuals, family groups, and nonprofits. As the firm's founding member and working in finance for close to 37 years, Kevin knew what was needed to create a firm that embodied the qualities of service required for clients. He designs and implements customized wealth planning strategies and investment portfolios for his clients. He prides himself on attention to detail with a concierge approach to wealth management.

Kevin Kimery

Founder & CEO of Kimery Wealth Management

Industry tags:

| Finance | Wealth Management | Investment Banking |

Alex Smith is Head of Strategy and Execution, HCM, Public Sector at Oracle. In this role, she is responsible for driving HCM Cloud growth by working with customers throughout all stages of their lifecycle as well as working with internal Public Sector teams to develop and execute Oracle’s GTM strategy.

Previous to Oracle, Alex worked as Chief Human Resources Officer, reporting directly to Mayor Jim Strickland from January 2016 - June 2023. Alex is the architect of the City's 21st Century talent management, total rewards, HRIS and diversity practices which helped move the city from a Glassdoor overall rating of 2.5 out of 5 in 2015 to 3.5 out of 5 in 2019. Also, in 2018, the city was one of the first large municipal governments to move to Oracle HCM cloud, receiving recognition in Workforce Magazine for this achievement. A firm believer in community service, Alex serves on the advisory council for 3SixtyInsights and the advisory board for Government Executive Media Group's RouteFifty. She also serves on the board of directors for the Soulsville Foundation.

She holds a Bachelor's degree in Economics from Duke University and a Master's degree in Human Resources and Industrial Relations from the University of Minnesota.

Alex Smith

Head of Strategy & Execution, HCM Public Sector | Oracle

Industry tags:

| Human Resources | Management | Non-profit |

Duncan F. Williams is the President of Duncan-Williams, Inc. headquartered in Memphis, Tennessee. Duncan has been with the firm since 1993 and has served as President since 2000. Since its founding in 1969 as a municipal bond dealer, the Company has expanded to include sales, finance, and underwriting of all fixed-income securities to financial institutions and the general public. In 2021, Duncan-Williams, Inc. became a wholly owned subsidiary of SouthState Bank, N.A.

Duncan is the Founder, Chairman of Duncan Williams Asset Management (DWAM) established in 2015. DWAM is a local investment advisory firm approaching $1B in Assets-Under-Advisement that specializes in financial management for individual investors, businesses, and non-profit organizations. DWAM’s Mission Statement is: “Serve our Clients. Improve our community.”

Duncan is the Managing Member of Hickory Senior Living and Sunshine Corporation, both headquartered in Memphis, TN. Hickory Senior Living owns and operates 20 senior living facilities across the southeast while Sunshine Corporation manages approximately 3,000 apartment units in the greater Memphis area.

Duncan is currently serving as Co-Vice Chair of the Greater Memphis Chamber of Commerce, previously served as Co-chair of its Chairman’s Circle and is still an active member of the Chairman’s Circle. He is currently serving on the Memphis Convention and Visitors Bureau Board, is a past Chairman of The Leadership Academy (New Memphis Institute) in Memphis, and still sits on their Board. Duncan serves as a member of St. Jude Children’s Research Hospital’s Professional Advisory Board. Duncan previously served on the Capital Campaign Committee of Shelby Farms.

In 2012, he was selected as “Communicator of the Year” by the Memphis Public Relations Society of America, was named “CEO of the Year” by MBQ, and in 2013, he was inducted into the Society of Entrepreneurs. In 2012, Duncan became one of the local owners of the Memphis Grizzlies NBA team.

Duncan Williams

President & CEO, Duncan Williams, Inc.

Industry tags:

| Sales | Finance | Banking | Investment Mgmt. |

|   Tips for Students   |

We know it can be intimidating to meet face-to-face with renowned business leaders. Here are some tips to help make it a meaningful experience:

1 |

First and foremost, RELAX! The Executives are here for your benefit. They partner with us because they are committed to helping you. They want to learn about you and help coach you to your goals. 

2 |

Preparation is key. Here are some tasks you can do before your meeting to help you get ready:

  • Read the Executive’s bio.
  • Build a strong resume. If you need help with this, visit the Avron B. Fogelman Professional Development Center to book an appointment with a resume specialist or to attend a resume workshop.
  • Update your LinkedIn pages and connect with the Executive. See the bio section below for the Executive’s LinkedIn pages.
  • Set goals for the meeting. Clarify what your aspirations are and establish why you selected the Executive.

3 |

Introduce yourself at the beginning of the meeting to that the Executive gets a clear picture of who you are and what you want to accomplish.

  • What program are you in?
  • When are you expected to graduate?
  • What is your degree concentration?
  • What are you hoping to gain from this meeting?

4 |

Plan in advance questions you may ask as they pertain to your professional aspirations.

5 |

Lastly, upon conclusion of the meeting, send a follow-up thank you note. A quick email will suffice and will be greatly appreciated by our Executives all of whom generously volunteer their time. You may also send hand-written notes if you so choose.

Get Connected

If you are ready to take part in this exclusive and exciting opportunity, fill out your information here. We will be in touch shortly to connect you with your Executive in Residence of choice.

Fogelman College of Business and Economics
901.678.2432   |  FCBEexecsinres@memphis.edu

University of Memphis   |   Memphis, TN 38152

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