Stone Advisors
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Stone Advisors Employees
TRN Financial Group September 2014 - Present
KeyBank February 2012 - May 2013
JPMorgan Chase March 2011 - February 2012
Stone Advisors September 2008 - December 2010
SunTrust Robinson Humphrey - Debt Capital Markets June 2006 - March 2008
KeyBank September 2000 - July 2006
KeyBank August 1999 - September 2000
Skills
Risk Management, Banking, Valuation, Strategy, Loans, Asset Managment, Strategic Planning, Asset Management, Project Management, Accounting, Auditing, Financial Risk, Analysis, Financial Services, Management, Recruiting, Finance, Process Improvement
Education
Walden University 2009 — 2011
BSBA, Finance
Cuyahoga Community College
The Ohio State University
Dell April 2011 - Present
Stone Advisors June 2010 - December 2010
Accenture July 2008 - August 2009
Accenture March 2007 - July 2008
Bombardier Aerospace July 2006 - March 2007
Clear Channel August 2004 - July 2006
Clear Channel March 2001 - August 2004
Valero Energy Corporation July 2000 - March 2001
Valero Energy Corporation September 1998 - July 2000
Operational Technologies January 1998 - September 1998
Skills
Account Reconciliation, Financial Analysis, Accounting, Internal Controls, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Analysis, Variance Analysis, Budgets, Finance, Management, Financial Statement..., Microsoft Excel, Process Improvement, Tax
Education
The University of Texas at San Antonio 2000 — 2004
MSA, Accounting
The University of Texas at San Antonio 1987 — 1992
BBA, Accounting
Holmes High School
Federal Deposit Insurance Corporation August 2010 - Present
UHY LLP 2009 - 2010
Stone Advisors 2008 - 2010
Southwest Bank 2007 - 2008
AACM LLC 2003 - 2007
Skills
Loans, Commercial Lending, Underwriting, Business Analysis, Commercial Banking, Commercial Real Estate, Project Management, C&I Lending, Relationship Management, Risk Management, Credit, Credit Risk, Small Business Lending, Loan Origination, Strategic Planning, Team Leadership, Financial Institutions, Portfolio Management, Commercial Mortgages, Credit Analysis, Banking, Consumer Lending, Mortgage Lending, Loan Servicing, Mortgage Banking, Finance, Financial Risk, Cash Management, Loss Mitigation
Education
Stephen F. Austin State University 1997 — 2002
Bachelor's Degree
Lakeside Bank May 2015 - Present
US Bank September 2010 - April 2015
Stone Advisors December 2009 - August 2010
Mutual of Omaha Bank July 2008 - September 2009
First National Bank of Arizona August 2004 - July 2008
CompuSys/Erisa Group, Inc. August 2003 - August 2004
Compass Bank January 1998 - July 2003
Skills
Loans, Portfolio Management, Credit, Banking, Commercial Lending, Financial Analysis, Underwriting, Commercial Banking, Loan Origination, Finance, Commercial Real Estate, Small Business Lending
Education
Northern Arizona University-The W. A. Franke College of Business 1998 — 2002
Bachelor of Science, Economics
Granite Construction December 2013 - Present
Infigen Energy November 2011 - Present
Stone Advisors 2007 - November 2011
Darling International Inc. 2000 - 2005
Total (Fina Oil and Chemical Company) 1987 - 2000
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Financial Modeling, Due Diligence, Internal Controls, Sarbanes-Oxley Act, Forecasting, Process Improvement, Consolidation, Mergers, Strategic Planning, Banking, Auditing, Financial Accounting, Managerial Finance, ERP, Risk Management
Education
St. Thomas University 1988 — 1991
MBA, Finance
University of Houston 1977 — 1981
BBA, Accounting
University of Houston 1977 — 1981
BBA - Accounting
Stone Advisors 2002 - Present
Bluebonnet Savings Bank 1988 - 2003
RiskWise International 1997 - 2000
Skills
Due Diligence, Finance, Corporate Development, Asset Management, Portfolio Management, Banking, Management Consulting, Venture Capital, Executive Management, Process Improvement, Start-ups, M&A experience, Business Strategy, Real Estate, Loans, Entrepreneurship, Mortgage Lending, Valuation, Non-Executive Director, Mergers & Acquisitions, Mergers
Education
Brigham Young University 1972 — 1982
Doctor of Law (JD)
CTD Inc. April 2014 - Present
Stone Advisors May 2013 - September 2013
Campaign Plan for LHUCA August 2012 - December 2012
PepsiCo - Frito Lay 2010 - 2012
Skills
Campaign Strategies, Campaign Plans, Advertising, Media Communications, Social Media..., Marketing Strategy, Digital Marketing, Marketing, Public Relations, Social Media, Marketing Communications, Social Media Marketing, Email Marketing, Market Research, Leadership
Education
Texas Tech University 2009 — 2012
Bachelor of Science (BS), Public Relations/Image Management
Texas Tech University 2009 — 2012
Bachelor's degree, Public Relations/Image Management
Gearing Capital Partners February 2010 - Present
Stone Advisors April 2009 - Present
Portfolio Realty & Mortgage October 2006 - November 2008
Orix Capital Markets June 2004 - October 2006
Bank of America 2001 - 2004
Societe Generale 1997 - 2000
Skills
Real Estate, Asset Protection, Mergers, Asset Management, Distressed Debt, Distressed M&A, Investment Management, Consulting
Education
Southern Methodist University Dedman School of Law 2004 — 2008
Juris Doctor
Harvard University 1991 — 1995
A.B.
Landor June 2015 - Present
freelance consulting September 2014 - May 2015
Salt Branding April 2014 - September 2014
Anthem Worldwide September 2006 - April 2014
Interbrand March 2006 - July 2006
Stone Advisors August 2005 - March 2006
Skills
Brand Architecture, Marketing, Strategy, Brand Management, Start-ups, Adobe Acrobat, Microsoft Excel, Product Development, InDesign, Strategic Planning, Business Development, Packaging, Customer Insight, Keynote, Positioning, Competitive Analysis, Mac OS, iMovie, PowerPoint, Entourage, Outlook, Photoshop, Illustrator, WebEx, Mintel, Microsoft Word, Mountaineering, Backpacking, jump 10, PC, Pages, Numbers, Word, Excel, GNPD, Brand Development
Education
University of San Francisco 2012 — 2013
Master of Business Administration (MBA)
Brigham Young University
B.S. Business Management
FDIC September 2010 - Present
Stone Advisors May 2009 - July 2010
Southwest Bank of Texas July 2007 - September 2008
AAC Corp. January 2003 - November 2007
Education
Stephen F. Austin State University 1997 — 2002
BA, Advertising/Communications
Opportunity Group, LLC January 2007 - Present
Stone Advisors January 2010 - October 2010
Bankworld Inc. September 1999 - December 2007
IBTCI - USA January 1997 - October 1999
KPMG - Barents 1995 - 1997
Profit Partners January 1992 - December 1994
First Federal Savings Bank 1991 - 1992
Office of Thrift Supervision January 1990 - May 1991
Federal Home Loan Bank of Dallas June 1984 - December 1989
Office of the Comptroller of the Currency December 1981 - June 1984
Skills
Corporate Governance, Banking, Compliance, Risk Management, Executive Management, Due Diligence, Financial Analysis, Strategic Planning, Emerging Markets, Business Planning, Corporate Finance, Finance, Business Strategy, Program Management, Accounting, Portfolio Management, Mergers & Acquisitions, Investments, Management, Credit Analysis, Private Equity, Insurance, Commercial Banking, Financial Modeling, Financial Services, Investment Banking, Asset Management
Education
Stephen F. Austin State University 1976 — 1981
BBA, MBA, Finance, Economics
Highland Capital Management, L.P. March 2015 - Present
Highland Capital Management, L.P. June 2013 - Present
GearingStone November 2010 - June 2013
Stone Advisors December 2007 - June 2013
Skills
Cash Flow Forecasting, Underwriting, Special Servicing, Compilation Of..., Investor Reporting, Finance, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2012
MBA, Finance
Texas A&M University
Bachelor of Science, Business, Psychology
Robert K. Littleton, CPA December 2012 - Present
Accretive Solutions 2011 - 2015
Accretive Solutions 2011 - 2015
Accretive Solutions 2011 - 2015
Long Range Systems, LLC December 2011 - December 2012
Stone Advisors 2010 - 2010
LittletonCheney & Associates April 2003 - December 2005
Vitro Packaging December 1989 - June 2001
RKL Management and Financial Consulting December 1987 - November 1989
Triland Development January 1984 - December 1987
Skills
SEC filings, Due Diligence, Auditing, Sarbanes-Oxley, Finance, Process Improvement, Start-ups, Cash Management, Divestitures, Financial Reporting, Forecasting, Mergers, Intangible Asset..., Compliance, Mergers & Acquisitions, Restructuring
Education
The University of Texas at Dallas 1981 — 1984
MS, Finance
The University of Texas at Austin 1967 — 1971
BBA, Accounting
JAS Global Finance Group, Inc. 2013 - 2015
JAS Global Finance Group, Inc. 2013 - 2015
SolomonEdwards July 2012 - December 2012
FDIC March 2009 - January 2012
Stone Advisors September 2008 - February 2009
DRS Ltd September 2006 - October 2006
BearingPoint May 2000 - October 2004
Asset Management/Corporate Restructuring International Inc. July 1994 - April 2000
Assets Management Recovery Corporation September 1993 - June 1994
Non-Performing Assets Recovery Trust September 1990 - September 1993
Skills
Asset Management, Banking, Finance, Mortgage Banking, Asset Managment, Management, Investment Properties, Mortgage Lending, Loans, Credit, Portfolio Management, Analysis, Real Estate, Underwriting, Investments, Loan Servicing, Team Leadership, Risk Management, Financial Analysis, Negotiation, Commercial Banking, Due Diligence
Education
Syracuse University - Maxwell School 1981 — 1982
Masters, Public Administration
San Diego State University-California State University 1977 — 1981
Bachelors, Public Administration
Bank of the Ozarks April 2014 - Present
Jones Lang LaSalle January 2012 - April 2014
Credit Suisse Securities May 2011 - October 2011
Stone Advisors December 2009 - April 2011
Southern Land Company 2007 - 2009
BBVA Compass Bank 2004 - 2007
Education
Southern Methodist University - Cox School of Business
MBA, Finance
Texas A&M University
BS, Industrial Distribution