Haley Merritt

Haley Merritt, CFA has a diverse work experience spanning over a decade. Haley currently holds the position of Vice President, Portfolio Manager at First Horizon Bank, where they are responsible for supporting and servicing mortgage banking customers. Haley'srole involves analyzing and assessing customer creditworthiness to maximize credit quality and minimize risk. Prior to this, they served as Vice President, Relationship Manager at the same company, developing and managing relationships with mortgage banking customers.

Before joining First Horizon Bank, Haley worked as an Assistant Vice President at First National 1870. Haley'sresponsibilities included undisclosed work details. Prior to that, they worked at Capital Bank, El Paso, initially as a Relationship Manager and later as a Credit Analyst. In this role, they conducted credit risk analysis and presented findings and recommendations to management and loan committees.

Haley began their career as a Business Analyst in the Professional Development Program at Williams Companies. Haley gained experience in talent acquisition and development as well as treasury functions during their tenure. Additionally, they interned at Williams Company prior to their graduation.

Overall, Haley Merritt has a strong background in the financial industry, particularly in mortgage banking, credit analysis, and relationship management.

Haley Merritt, CFA, obtained a Master of Business Administration (MBA) degree from the University of Virginia Darden School of Business from 2023 to 2025. Prior to that, they earned a Bachelor of Science (B.S.) degree in Finance with a minor in Accounting from Oklahoma State University, where they studied from 2007 to 2011. Haley's education journey began at Roland High School, where they completed their secondary education from 1994 to 2007. In addition to their formal education, they also obtained the CFA (Chartered Financial Analyst) certification from the CFA Institute in November 2023.