BOSC, Inc.
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BOSC, Inc. Employees
Frost Bank January 2015 - Present
BOSC, Inc. September 2013 - January 2015
First Southwest Company June 2006 - September 2013
The Municipal Advisory Council of Texas June 2004 - May 2006
Skills
Bloomberg, Investment Banking, Fixed Income, Series 7, Bonds, Financial Modeling, Series 63, Financial Structuring, Financial Analysis, Project Finance, Finance, Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Klein High School
BOSC, Inc. January 2012 - Present
RBC Capital Markets June 2000 - December 2011
Education
Baylor University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
Highland Park High School 1988 — 1991
Calton & Associates, Inc. 2009 - Present
WFG Investments, Inc. October 2008 - 2009
BOSC, Inc. March 2003 - September 2004
Crews & Associates 1991 - 1998
Skills
Investments, Finance, Series 7, Securities, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Financial Advisory, Financial Services, Risk Management, Series 63, Bonds, Portfolio Management, Asset Management, Retirement, Fixed Income, Equities, Estate Planning, Fixed Annuities, Wealth, Trading, Loans, Financial Analysis, Private Equity, 401k Rollovers
Education
University of Arkansas at Little Rock 1977 — 1981
Little Rock Central High School
United Capital Financial Advisers, LLC 2005 - Present
Girard Securities 2005 - Present
BOSC, Inc. January 2004 - July 2005
Ernst & Young LLP January 1994 - December 2003
Education
Oklahoma State University 1988 — 1993
Bachelor, Accounting
Kohl's Department Stores June 2014 - Present
BOSC, Inc. May 2012 - April 2014
Kohl's Department Stores May 2013 - August 2013
Marquette University History Department December 2010 - December 2011
Riley's Lawn Service May 2007 - August 2011
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Word, Marketing, Marketing Communications, Facebook, Public Speaking, Strategic Planning, Social Media Marketing, Time Management, Public Relations, Social Networking, Marketing Strategy, Account Management, Team Leadership, New Business Development, Leadership
Education
Marquette University 2010 — 2014
Bachelor's, Finanace/Marketing, Junior
City University (GB) 2012 — 2012
Business
BOK Financial November 2013 - Present
BOSC, Inc. November 2013 - Present
J.P. Morgan Securities LLC January 2013 - September 2013
JPMorgan Chase January 2010 - December 2012
TrustPoint Management August 2009 - December 2009
Merrill Lynch December 2006 - December 2008
Bank of America Private Bank August 2002 - December 2006
JPMorgan Private Bank January 1998 - August 2002
Bank of America January 1997 - January 1998
Bank of America January 1995 - January 1997
Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...
Education
University of Arkansas School of Law, Fayetteville 1989 — 1992
Juris Doctorate, Law
University of Missouri-Columbia 1986 — 1989
BSBA, Finance and Economics
memorial high 1981 — 1985
BOSC, Inc. December 2013 - Present
Arkansas Department of Facilities & Transportation July 2009 - December 2013
S3 Partners January 2007 - April 2008
Skills
Asset Management
Education
Southern Polytechnic State University 2003 — 2004
Master of Science, Construction
University of North Carolina at Charlotte 1990 — 1996
Bachelor of Science (BS), Finance
Vickers Capital & Company 2008 - Present
Crews & Associates 2006 - 2008
Bank of Oklahoma 2003 - 2006
BOSC, Inc. 2003 - 2006
Skills
Management, Program Management, Investments, Capital Markets, Financial Analysis, Corporate Finance, Investment Banking, Fixed Income, Valuation, Credit Analysis, Finance, Credit, Equities, Series 7, Financial Modeling, Asset Management, Bonds, Mergers & Acquisitions, Underwriting
Education
University of Arkansas at Pine Bluff 1997 — 2001
Bachelor of Science (BS), Finance
BOSC, Inc. February 2015 - Present
Cabrera Capital Markets, LLC July 2010 - February 2015
Stone & Youngberg February 2008 - June 2010
Citigroup Global Markets, Inc. 1997 - 2008
Skills
Public Finance, Strategic Planning, Financial Analysis, Fixed Income, Bonds, Investment Banking, Financial Modeling, Securities, Capital Markets, Economics, Bloomberg, Structured Finance, Series 7, Investments, Due Diligence, Finance
Education
Brown University 1994 — 1998
BA, Political Science & Ethnic Studies
Baldwin Park High School 1990 — 1994
BOSC, Inc. April 2011 - Present
Texas City Management Association 1988 - Present
Skills
FINRA series 52, FINRA Series 63, Series 63, Portfolio Management, Financial Modeling, Economic Development, Asset Managment, Investments, Municipalities, Alternative Investments, Investment Management, Fixed Income, Government, Public Policy, Public Administration, Asset Management, Bonds, Budgets, Capital Markets, Contract Negotiation, Emergency Management, Investment Banking, Leadership, Local Government, Organizational..., Policy, Policy Analysis, Public/private..., Strategic Planning, Community Outreach, Management, Community Development, Public Relations, Program Management, Fundraising, Team Building, Leadership Development, Nonprofits, Public Speaking, Finance, Analysis, Grants, Financial Analysis, Event Planning, Research, Project Planning, Project Management, Customer Service
Education
Texas Tech University 1986 — 1988
Master of Public Admin, City Management
Angelo State University 1983 — 1986
BA, Government/Finance
BOSC, Inc. Financial ConsultantBank of Oklahoma2000 - Present
Education
College of Business 2001 — 2003
BOSC, Inc. July 2001 - Present
The Bank of Oklahoma 2001 - Present
Education
University of Central Oklahoma - College of Business Administration
Bank of Texas September 2009 - Present
BOSC, Inc. February 2007 - September 2009
Education
LeTourneau University 2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0
BOSC, Inc. April 2004 - October 2012
First Hawaiian Bank - BWIS August 1999 - March 2004
Skills
Investments, Portfolio Management, Equities, Banking, Strategic Financial..., Capital Markets, Fixed Income, Alternative Investments, Securities, Financial Services, Retirement Planning, Mutual Funds, Series 7, Executive Management, Series 63, Brokerage, Leadership
Education
University of Oklahoma 1982 — 1989
BBA, Finance, General
BOSC, Inc. March 2012 - Present
BBVA Compass 2009 - 2011
Comerica Securities January 2008 - December 2009
Buchanan Ventures July 2004 - January 2008
Morgan Stanley February 2000 - October 2002
Skills
Portfolio Management, Investments, Equities, Finance, Fixed Income, Financial Services, Risk Management, Asset Allocation, Investment Management, Banking, Business Development, Cash Management, Loans, Mutual Funds, Private Banking, Management, Marketing, Sales
Education
Southwest Texas State University
Bachelor Science - Business Administration, Management & Marketing