Alpha Capital Management
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Alpha Capital Management Employees
RiverNorth Capital Management, LLC May 2012 - Present
Alpha Capital Management September 2010 - May 2012
ING 2000 - 2005
Skills
Hedge Funds, Investments, Asset Allocation, Investment Management, Investment Strategies, Straight Talking, Fixed Income, Asset Management
Education
University of Alabama 1991 — 1993
MBA
Vanderbilt University 1987 — 1991
BS, Mathematics
Deloitte February 2015 - Present
Alpha Capital Management March 2013 - December 2014
Buca di Beppo May 2012 - July 2012
Skills
Photoshop, Microsoft Excel, InDesign, Microsoft Word, PowerPoint, Microsoft Office, Social Media, Facebook, Research, English, Editing, Outlook, Event Planning, Social Networking, Teamwork, Public Speaking, Time Management, Event Management
Education
The University of Texas at Austin 2013 — 2016
Master's degree, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 2011 — 2015
Accounting, Sophomore
Goldstein Global 2010 - Present
Goldstein Consulting January 2007 - Present
Greater Pacific Staffing May 2010 - February 2012
Alpha Capital Management April 2005 - January 2007
Alpha Investment Group February 2001 - June 2005
Skills
Research, College Recruiting, Finance, Client Development, Financial Services, Recruiting, Talent Acquisition, Start-ups, Employee Relations, Business Development, Human Resources
Education
Boston College 1996 — 2000
Bachelor's degree, Business Administration and Management, General, 4.0
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Daly Family Law Firm November 2014 - Present
TransTech Pharma January 2014 - May 2014
Elon University School of Law August 2011 - May 2014
Tuggle Duggins & Meschan, P.A. September 2012 - December 2012
High Point Public Defender's Office April 2012 - August 2012
Alpha Capital Management June 2009 - July 2011
Kairos Asset Management, LLC January 2008 - February 2009
Williams Capital, LLC January 2008 - February 2009
Skills
Investments, Litigation, Access, Legal Research, Legal Writing, Research, Microsoft Excel, Westlaw
Education
The University of Georgia, Terry School of Business 2003 — 2007
Bachelor of Business Administration, Marketing
University of Georgia - Terry College of Business 2003 — 2007
Bachelors, Marketing
Elon University School of Law
Doctor of Law (J.D.)
Alvarez & Marsal August 2012 - Present
Personnel Recovery Operations & Training Team September 2008 - September 2012
5/19 SFG (A) January 2006 - September 2008
Alpha Capital Management April 2004 - September 2008
5th Special Forces Group (SFG) October 2007 - May 2008
B-5/19 SFG (A) January 1999 - January 2006
Merrill Lynch September 1998 - April 2004
Skills
Afghanistan, Analysis, Analytical Skills, Budgets, Command, Financial Analysis, Financial Modeling, Investments, Leadership, Logistics, Mentoring, Portfolio Management, Risk Management, Strategic Communications, Strategic Financial..., Team Building, Team Leadership, Time Management, Business Process..., Program Management, Management, Process Improvement, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2012
Master of Business Administration (M.B.A.)
US Army ILE
Alpha Capital Management 2006 - Present
Atlantic Trust 2002 - 2006
myCFO 2000 - 2002
The Duke Endowment 1996 - 2000
Emory University 1989 - 1995
Education
University of Alabama 1987 — 1989
MBA, Finance
University of Alabama 1983 — 1987
BS, Corporate Finance & Investment Management
Archer Investment Management April 2008 - Present
Leadership Austin August 2009 - May 2010
Alpha Capital Management December 2004 - April 2008
Smith Barney Consulting Group September 2003 - November 2004
McDonald Investments / Key Bank February 1998 - September 2003
Skills
Portfolio Management, Asset Management, Non-profits, Investments, Economics, Financial Analysis, Mutual Funds, Due Diligence, Competitive Analysis, Risk Management, Equities, Certified Financial...
Education
CFP Board 2011 — 2012
Certified Financial Planner, Personal Financial Planning
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Executive MBA Program
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Management, Economics
Alpha Capital Management January 2015 - May 2015
Puma SE November 2014 - January 2015
Puma SE December 2012 - August 2014
Skills
Public Speaking, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Research, Problem Solving, Customer Service, Marketing, Interpersonal..., Social Media, Sales, Microsoft Office, Event Planning, PowerPoint, Time Management
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (BBA), Finance (Minor in Accounting)
The University of Texas at Austin 2013 — 2017
Bachelor of Arts (BA), Economics
Hewlett-Packard January 2015 - Present
Dell May 2014 - August 2014
Dell May 2013 - August 2013
Alpha Capital Management November 2012 - April 2013
The Village School Summer Program June 2008 - June 2011
Education
The University of Texas at Austin 2011 — 2014
Bachelor of Business Administration (BBA)
Alpha Capital Management January 2004 - Present
Trinity Episcopal School September 2001 - May 2002
Citigroup (Solomon Smith Barney) 1994 - 1999
Prudential Securities Inc. 1988 - 1994
Shearson Lehman 1986 - 1988
MBank Austin 1984 - 1986
Skills
Management, Trading, Mutual Funds, Strategic Planning, Leadership Development, Investments, Cash Management, Equities, Public Speaking, Project Management, Options, Product Management, New Business Development, Contract Negotiation, Marketing, Competitive Analysis, Strategic Financial...
Education
St. Edward's University
Master of Business Administration (MBA), Business Administration and Management, General
St. Edward's University 2002 — 2010
BA Business Management
CFP
Diversified Trust Company March 2011 - Present
Alpha Capital Management November 2006 - November 2010
Wilmington Trust Investment Management February 2005 - November 2006
Homrich Berg February 2003 - February 2005
Atlantic Trust September 1999 - February 2003
Alex. Brown & Sons January 1992 - May 1997
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Investments, Portfolio Management, Asset Management, Wealth Management, Investment Management, Valuation, Securities, Mutual Funds, Investment Advisory, Fixed Income
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA), Economics
Coyle Capital,LLC November 2014 - Present
Yale Capital Corporation October 2011 - October 2014
Alpha Capital Management 2007 - 2011
Virtus Real Estate Capital (formerly Virtus Capital Partners) 2005 - 2007
Merrill Lynch 2002 - 2005
Skills
Financial Analysis, Competitive Analysis, Portfolio Management, Investments, Valuation, Investment Selection, Analysis, Equity Research, Equities, Program Management, Business Development, Strategic Financial..., Financial Modeling, Management, Mutual Funds, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
Alpha Capital Management July 2012 - Present
Rogge Capital Management March 2011 - May 2012
MBA Investment Fund, LLC November 2009 - February 2011
Credit Suisse June 2010 - August 2010
Citigroup June 2006 - July 2009
Skills
Valuation, Equity Research, Financial Modeling, Financial Analysis, Technology, Buy-side, Portfolio Management, Equities, Business Analysis, Bloomberg
Education
Delhi College of Engineering
Bachelor, Electrical Engineering
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Lafitte Capital Management LP February 2015 - Present
Alpha Capital Management February 2008 - February 2015
Time Warner Cable May 2007 - December 2007
Central Texas Advanced Medical Imaging January 2007 - May 2007
Skills
Marketing, Public Relations, Social Media, Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Internal Communications, Microsoft Word, Salesforce.com, Customer Relations, Blogging, Social Media Marketing, InDesign, Photoshop, Event Management, Fundraising, Program Management, Budgets, Leadership, Customer Service, Financial Analysis, Management, Facebook, Strategic Planning, Public Speaking, Social Networking, Training, Retail, Community Outreach, Human Resources, Data Analysis, Leadership Development, Marketing Communications
Education
Baylor University 2003 — 2007
Journalism, Public Relations and Marketing
The University of Texas at Austin
Continuing Education
Alpha Capital Management April 2015 - Present
Bank of America April 2014 - March 2015
Bank of America October 2011 - April 2014
Bank of America January 2011 - October 2011
Bank of America January 2009 - January 2011
Skills
Retail Banking, Banking, Cross Selling, Commercial Banking, Loans, Credit, Consumer Lending, Small Business Lending, Cash Management, Mortgage Banking, Credit Analysis, Lines Of Credit, Commercial Lending, Mortgage Lending, Credit Risk, Loan Origination, Management, Sales, Finance, Relationship Management, Credit Cards, Financial Analysis
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
Alpha Capital Management January 2014 - Present
Sonny's BBQ March 2008 - April 2010
Skills
Food Service, Time Management, Restaurant Management, Restaurants, Food & Beverage, Hospitality, Hospitality Management, Catering, Menu Development, Food, Customer Service, Cooking, Cashiering, Financial Analysis, Technical Analysis, Financial Consulting, Equity Research, Equity Trading, Equity Valuation, Investment Valuation, Market Analysis, Market Data, Microsoft Office, Event Planning, Microsoft Excel, Microsoft Word
Education
University of Florida 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Alpha Capital Management September 2002 - Present
Wachovia Securities November 1998 - September 2002
Education
The University of Texas at Austin 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Economics