August 7, 2015



Yeah, I know it’s long, but if I leave something out it might be just the skill you’re looking for.

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Glenn E. Atkins, CFA, MBA

605 W. Dickson Street | Suite 201 | Fayetteville, AR 72701
cell | |

I am a self-motivated, proven performer skilled in portfolio management and analysis, high-net worth and institutional client contact, investment research, financial modeling, financial accounting, reporting, and planning and public/private company analysis.

I have extensive experience analyzing trends, conducting analysis and identifying business opportunities in both the public and private company sectors.  My experience ranges from the smallest investment-management start-ups to the most respected Fortune 500 companies.  My experience also includes private equity analysis/investment in technology start-ups, trucking & logistics technology start-ups, and real estate development investment and analysis.  I am an accomplished public speaker and published author.  My performance excels with little supervision, tight deadlines, and multiple projects.

Core Competencies

● Investment Portfolio Management ● Client Focused
● Capital Structure Analysis & Optimization ● Executive Presentation Creation & Design
● Strategic Business & Financial Planning ● Communication Skills – All Constituencies
● Financial Statement Reporting & Oversight ● Excel, Access, Word, PowerPoint, Publisher
● Private Equity Analysis & Evaluation ● Excel VBA Programming
● Budgets & P&L Accountability ● Visual Basic Programming
● Financial Modeling, Analysis & Projections ● Database Management – PHP/MySQL
● Cash Flow Analysis & Management ● Web Site Design & Programming (Dreamweaver)
● Extensive M&A Analysis & Evaluation ● Marketing Planning & Materials Development
● Key Client & Investor Contact ● Monte Carlo Simulation & Probability Analysis
● Bloomberg Financial Markets ● SalesForce and NetDocuments Administration



MBA (4.00 GPA) · Sam M. Walton Graduate School of Business · University of Arkansas – Fayetteville, AR – 2012

  • Selected Most Outstanding Student by faculty and staff
  • Member, Beta Gamma Sigma
  • Member, Golden Key International Honour Society

Bachelor of Science in Business Administration (BSBA), Finance
 · Sam M. Walton College of Business · University of Arkansas – Fayetteville, AR – 1987

Chartered Financial Analyst (CFA) · CFA Institute ( – Charlottesville, VA – 1993

Additional Accounting Courses · University of Arkansas at Little Rock – Little Rock, AR – 1992

  • Cost Accounting  Accounting Information Systems · Auditing · Federal Taxation
  • Currently Eligible to sit for the Arkansas CPA Exam

 Honors Portfolio Management II – Raymond Rebsamen Trust Fund · University of Arkansas – Fayetteville, AR – 1987

(Admittance to this class is by permission only at the discretion of the professor)

  • Selected as Portfolio Manager for an equity endowment fund with assets in excess of $290,000
  • Reviewed research efforts of 14 other students
  • Coordinated research efforts into overall portfolio objectives and recommendations
  • Received annual internship with Wall Street specialist firm (See Fernandez, Bartsch & Mirra under Professional Experience)

 Licensed Realtor (Former) · Edmiston-Prewitt School of Real Estate Fayetteville, AR – 1983


Professional Experience

Garrison Financial Corporation, Fayetteville AR – 1994 – Present
(Formerly Garner Asset Management Company, LLC & Llama Asset Management Company, LP) 

Llama Asset Management was owned by members of the Walton Family, founders of Wal-Mart Stores, Inc.

Garrison Financial Corporation is owned by members of the Garrison Family, founders of American Freightways (Harrison, AR) which was sold to Federal Express in 2000, and employees of the firm.

Executive Vice President, Fixed Income Portfolio Manager & Chief Compliance Officer

  • Part of a three-person investment team that grew high net-worth and small institutional assets under management from $0 to ~ $300 million from 1999 to present
  • Responsible for Securities & Exchange Commission (SEC) Compliance Policies & Procedures
  • Drafted Investment Advisor Compliance Manual & Standards of Professional Conduct
  • Responsible for Internal Audit function related to SEC compliance
  • Liaison between SEC field examination staff and firm
  • Performed extensive financial analysis on individual companies and securities with a particular emphasis on bond rating models and relative ranking systems
  • Developed and implemented proprietary bond rating models
  • Developed and implemented proprietary, multi-security bond ranking models
  • Created and programmed proprietary Monte Carlo simulation models in Excel VBA for use with the firm’s institutional and individual clients
  • Developed and implemented buy/sell recommendations and trading activities on fixed income securities
  • Monitored changing credit fundamentals & relative value
  • Created and maintained proprietary financial analysis models
  • Assisted with drafted and producing the firm’s marketing material, which was used to market money management services to institutional and individual clients throughout the United States
  • Primary responsibility for drafting the firm’s responses to requests for proposals (RFP’s)
  • Assisted in the development of firm-wide budgets and strategic plans
  • Contributed to the creation and publishing of the firm’s quarterly newsletter that is distributed to approximately 1,000 contacts
  • Assisted in marketing the firm’s investment services to institutional and individual clients, plan sponsors and financial planners
  • Developed and assisted in maintaining an internal database of clients and prospective clients
  • Oversight responsibility for the management information system functions
  • Assisted the corporate finance department of Llama Company (a regional broker dealer and sister company of Llama Asset Management) in merger and acquisition analysis and asset valuation
  • Coordinated and managed a four-person research staff in high grade and high yield bonds at Llama Asset Management
  • Assisted in the development and marketing of a collateralized bond obligation (CBO) project
  • Presented to senior Moody’s and Standard & Poor’s product analysts regarding the credit structure for the CBO product
  • Presented to major institutional clients and “road shows” throughout the country for the CBO product


Worthen Trust Company, Inc., Little Rock, AR – 1993 – 1994
Vice President, Assistant Manager – Investment Division

I voluntarily left Worthen when it became apparent that a merger with Boatmen’s Bank was imminent.

  • Directly managed $80 million in fixed income accounts including “core” bond accounts, nuclear decommissioning trusts and commingled accounts
  • Responsible for the successful restructuring and consolidation of the firm’s cash management/money market mutual funds. Conducted extensive analysis of virtually every major provider of money market mutual funds
  • Member, Trust Investment Committee
  • Member, Trust Administrative Committee
  • Responsible for investment decisions, asset allocation, and security selection for approximately fifteen trust administrators
  • Reviewed trust accounts and marketed trust services to clients including high net worth individuals, pension plan sponsors, employees, corporations, endowments, and specialized investment funds
  • Developed successful new business proposals for pension plans, high net worth individuals, and other clients. Includes the development of asset allocation models, security selection, and presentation graphics
  • Designed and assisted in the preparation of a monthly investment newsletter which was sent to the firm’s clients
  • Formulated and prepared various departmental policies and procedures
  • Interacted with internal and external audit personnel regarding various investment, procedural, and compliance issues
  • Responsible for reviewing and formulating recommendations for closely-held assets, limited partnerships, and worthless securities. Developed procedures for the review of closely-held assets


Garner Asset Management Corporation, Little Rock, AR – 1991 – 1993
Senior Vice President, Director of Research, and Portfolio Manager

  • Coordinated and conducted fundamental investment/security research efforts for $250 million in fixed income assets
  • Portfolio manager for the daily cash management activities of the firm’s clients
  • Assisted the portfolio manager on the firm’s investment grade fixed income portfolios
  • Participated in regular marketing and presentation visits to plan sponsors, consultants, and clients throughout the United States
  • Oversight responsibility of the internal financial accounting function, client reporting, and management information systems
  • Responsible for developing firm business plans and marketing objectives in conjunction with other firm members
  • Created and maintained proprietary financial analysis models
  • Responsible for the debt security restructuring & workout efforts of the firm’s clients. Member of senior creditor committees for large, nationally recognized Chapter 11 reorganization proceedings


Atlantic Capital and Research, Inc., Little Rock, AR – 1987 – 1991
(Investment subsidiary for Fortune 500 Insurance Company Monarch Capital Corporation)
Director of Research & Portfolio Manager

  • Assisted the portfolio manager for the firm’s investment grade fixed income portfolios representing assets of approximately $1 billion
  • Senior level responsibility for credit decisions on $1 billion in fixed income assets, of which approximately $400 million represented high yield securities
  • Portfolio manager for the daily cash management activities of the firm’s clients
  • Managerial oversight responsibility with respect to junior security analysts on the firm’s staff
  • Extensive financial statement analysis experience with a focus on cash flow analysis, asset values, comprehensive leverage buyout analysis, and purchase accounting reconciliations
  • Diverse covenant and indenture analysis with a particular emphasis on high yield and investment grade bondholder protection
  • Made quarterly portfolio/performance presentations to the Board of Trustees for the VISTA High Income mutual fund
  • Assisted portfolio manager in the trading of investment grade and high yield securities
  • Marketed High Income product to prospective institutional clients
  • Presented quarterly performance results to clients


Fernandez, Bartsch and Mirra, New York, NY – Summer 1987
(New York Stock Exchange Specialist Firm), New York, NY

  • Clerk experience on the floor of the New York Stock Exchange
  • Assisted stock trader in trading the firm’s “house” account
  • Security analysis experience working with the firm’s analysts
  • Secondary emphasis on high yield debt analysis


Professional Activities and Accomplishments


  • Guest lecturer, Harvard Business School- First Case Study on High Yield Securities
  • Guest lecturer, University of Arkansas
  • Junior Achievement Presenter, Woodland Junior High, Fayetteville, AR
  • Guest speaker for the Stock Market Game, Woodland Junior High, Fayetteville, AR
  • Guest speaker for the Stock Market Game, Mablevale Junior High, Little Rock, AR


  • Contributing author for a book on bankruptcy entitled Bankruptcy Investing, published in July, 1992 by Dearborn Financial, Chicago. Book was recognized by Forbes magazine as one of “…the best from the class of ‘92” (October 26, 1992, p. 298)
  • Regular guest contributor of financial articles for the Northwest Arkansas Business Journal
  • Formerly a rotating author for the column Wise Investments, published weekly in Arkansas Business
  • Published articles for other leading financial journals including the American Association of Individual Investors Journal



  • Member of the Arkansas Society of Financial Analysts
  • Member of the CFA Institute, formerly the Association for Investment Management and Research (AIMR)


  • Selected to the list of “40 Under 40” Business Leaders in Northwest Arkansas by the Northwest Arkansas Business Journal in 1996


Personal Interests and References


  • Member of the Rotary Club of Springdale, Arkansas
  • Past member of the Board of Directors of the Fayetteville Youth Center
  • Past member of the Board of Directors of Big Brothers / Big Sisters of Northwest Arkansas
  • Served as Assistant Area Coordinator for an Arkansas Candidate for United States Senate


  • Golf
  • Scuba Diving
  • Real Estate Leasing & Development
  • Investing
  • Computer Modeling


  • Available on request

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