Amherst Securities Group
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Amherst Securities Group Employees
Davis Kinard & Co. PC April 2006 - Present
Lifeline Chaplaincy, Inc. July 2004 - March 2006
Amherst Securities Group June 2001 - July 2003
Tractebel Power, Inc. July 2000 - March 2001
Mann Frankfort Stein & Lipp September 1996 - July 2000
Skills
Accounting, Financial Statement..., Financial Reporting, Single Audit, QuickBooks, Microsoft Excel, CCH ProSystem fx, US GAAP, Auditing, Financial Accounting, CPA, External Audit, Financial Statements, GAAP
Education
Abilene Christian University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Amherst Securities Group March 2015 - Present
Capital One July 2010 - March 2015
Skills
SAS, SQL, Statistical Modeling, Mortgage Lending, R, Budgets, Predictive Analytics, Accounting, Valuation, Data Analysis, Analysis, Credit Risk, Business Analysis, Banking
Education
The University of Texas at Austin 2007 — 2009
Mathematics, Actuarial Science
Advisors Asset Management, Inc. September 2015 - Present
Amherst Pierpont Securities October 2014 - Present
Amherst Securities Group July 2008 - Present
Skills
Series 7, Series 63, Fixed Income, Securities, Bloomberg, Equities, Bonds, Trading, Capital Markets, FINRA, Asset Management, Hedge Funds, Derivatives, Investments, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
Master's Degree, Risk Management
University of Central Florida
BA, Finance
LPM Mobile Notary Services January 2013 - Present
Amherst Securities Group June 2014 - January 2015
Michael Saunders & Company November 2003 - May 2013
Skills
Foreclosures, Real Estate, Real Estate Transactions, Sellers, REO, Condos, Short Sales, Real Property, New Home Sales, Single Family Homes, Listings, First Time Home Buyers
Education
Sarasota County Technical Institute 1993 — 1995
Real Estate Paralegal, Law
alliantgroup May 2014 - Present
The University of Mississippi August 2008 - December 2012
Graduate Marketing Inc. June 2011 - September 2011
Amherst Securities Group May 2010 - August 2010
Skills
Mathematics, Organizing, Financial Planning, Marketing Communications, Reliability, Microsoft Office, Typing, Spanish, Budgeting, Business Management, Customer Relations, Excel, PowerPoint, Listening Skills, Fundraising, Social Media, Social Networking, Outlook, Problem Solving, SAP
Education
University of Mississippi 2008 — 2012
Bachelor of Business Administration (B.B.A.), Managerial Finance
Amherst Securities Group March 2014 - Present
Arkadium February 2013 - November 2013
The Echo System December 2011 - December 2012
AllianceBernstein August 2004 - November 2011
Buy.com November 2001 - August 2004
Buyproduce, Inc. February 2001 - November 2001
Equative.com March 2000 - February 2001
gMed September 1997 - March 2000
Skills
C#, .NET, Microsoft SQL Server, SQL, Agile Methodologies, XML, Software Development, SDLC, JavaScript, Scrum, jQuery, ASP.NET, Enterprise Architecture, Oracle, SSRS, Testing, Architectures, VB.NET, Business Intelligence, CSS, Test Driven Development, T-SQL, E-commerce, WCF, SSIS, Leadership, Databases, Project Management, Software Engineering, Cloud Computing, Web Development, HTML, ASP.NET MVC, Web Services
Education
University of California, Irvine 1993 — 1997
BS, Information and Computer Science
The Bancorp May 2015 - Present
Amherst Securities Group January 2011 - April 2015
Ranieri Partners July 2010 - December 2010
CWCapital August 2009 - July 2010
Kahr Real Estate Group May 2009 - August 2009
Situs Capital LLC March 2008 - May 2009
Capmark (f/k/a GMAC Commercial Mortgage) 2000 - 2008
Skills
Financial Modeling, Capital Markets, Valuation, Asset Management, Securitization, Real Estate Economics, Equities, Investment Banking, Investments, Commercial Real Estate, Due Diligence, Finance, Loans, Management, Portfolio Management, Real Estate, Trading
Education
New York University 2002 — 2003
Master of Science
University at Albany, SUNY 1998 — 2002
Bachelor of Science
KeyBanc Capital Markets September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
KeyBank July 2012 - September 2013
Amherst Securities Group July 2011 - August 2011
The Dugout May 2010 - July 2011
Skills
Bloomberg, Portfolio Management, Equities, Investments, Fixed Income, Financial Modeling, Economics, Finance, Financial Risk, Securities, Investment Banking, Valuation
Education
University of Dayton 2008 — 2012
Bachelor of Science Degree in Business Administration, Finance, Entreprenuership
Creighton Prep 2004 — 2008
RBC Wealth Management May 2012 - Present
M&T Securities, Inc July 2008 - May 2012
Ferris Baker Watts July 2005 - June 2008
Amherst Securities Group September 2002 - June 2005
Deutsche Bank Alex. Brown March 1996 - September 2002
Skills
Series 7, Series 63, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Investments, Asset Management, Bloomberg, Financial Modeling
Education
Loyola University Maryland
MBA
The Johns Hopkins University
BS, Business & Management
Loyola Blakefield
The Blackstone Group July 2015 - Present
Partner Fund Management (PFM) April 2010 - Present
Amherst Securities Group March 2014 - July 2015
Partner Fund Management (PFM) April 2010 - February 2014
Principled Capital Management July 2001 - February 2010
Skills
Hedge Funds, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Asset Management, Alternative Investments, Microsoft Word, Investments, PowerPoint, Equities
Education
New Jersey City University 1995 — 2003
BS, Finance
New Jersey City University
BS, Finance, General
UM Worldwide June 2015 - Present
Hendrick Hudson School District June 2012 - August 2013
Amherst Securities Group May 2013 - July 2013
Skills
Bilingual in Spanish, Financial Accounting, Managerial Accounting, Microsoft Excel, Microeconomics, Macroeconomics, PowerPoint, Social Networking
Education
SUNY Geneseo 2010 — 2014
Bachelor of Arts (B.A.), Economics
Anchor Pacific Alternative Assets Corp. April 2015 - Present
Simon Fraser University May 2012 - Present
S-Third Capital Advisors January 2011 - March 2015
Isen Capital Management May 2013 - October 2014
Deutsche Bank April 2006 - September 2010
ABN AMRO Bank August 2002 - April 2006
Amherst Securities Group July 1996 - August 2002
Skills
Capital Markets, Structured Finance, Fixed Income, CMBS, Commercial Real Estate..., Commercial Real Estate..., REITS, Hedge Funds, Private Equity, US / Japan / Asia /..., Trading, Trading Strategies, Proprietary Trading, Portfolio Management, Asset Managment, Risk Management, Risk Solutions, Enterprise Risk..., Distribution, Relative Value Analysis..., Hedging, Public Investments, Private Investments, Alternative Investments, Investment Selection, Asset Allocation, Capital Deployment, Capital Allocation, Resource Allocation, Institutional..., Strategic Planning, Business Development, Market Risk, Credit Risk, Loan Pricing, Loan Structuring, Loan Workouts, Portfolio Acquisitions, Warehouse Lending, Origination, Transaction Negotiation, Loan Origination, Negotiation
Education
Columbia University - Columbia Business School
MBA, Finance
University of Pennsylvania
BA, Economics
Phillips Exeter
Amherst Securities Group June 2012 - Present
Merrill Lynch November 2011 - June 2012
US Army May 2008 - September 2011
University of Virginia August 2006 - May 2008
Consol Energy May 2003 - August 2006
Skills
Risk Management, Financial Modeling, Operations Management, Program Management, Portfolio Management, Analysis, Leadership, Process Improvement, Financial Analysis, Military, Project Management, Security Clearance, Investments, Operational Planning, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
MBA, Real Estate, Finance, Technology
University of Virginia 2006 — 2008
Masters, Mechanical Engineering
Virginia Military Institute 2002 — 2006
BS, Mechanical Engineering
Citi January 2014 - December 2014
State Farm May 2013 - August 2013
Amherst Securities Group May 2012 - June 2012
College Pro Painters May 2011 - August 2011
Hot Air Corps May 2009 - October 2010
Grace Community Church February 2009 - August 2009
Safe Families for Children February 2009 - June 2009
Skills
Microsoft Technologies, Microsoft Office, Customer Service, Public Speaking, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Research, Non-profits, Mortgage Backed..., CMOs, Cold Calling Experience, Market Research, Online Research, Customer Engagement, Client Education, Time Management, Social Networking, Nonprofits, Access, Teamwork, Leadership, Financial Analysis, MBS, Data Entry
Education
Indiana University - Kelley School of Business 2010 — 2014
Finance, General
JMP Group June 2013 - Present
Pritchard Capital Partners July 2011 - July 2012
Amherst Securities Group May 2010 - August 2010
Skills
Equity Research, Financial Analysis, Financial Modeling, Valuation, REIT, Oil & Gas Industry, Microsoft Excel, PowerPoint, Equities, Economics, Capital Markets, Investments, Alternative Investments
Education
Tulane University - A.B. Freeman School of Business 2007 — 2011
BSM, Finance and Energy, with Honors
Millburn High School 2003 — 2007
121 On Main December 2014 - Present
Amherst Securities Group June 2012 - October 2014
Amherst Securities Group October 2011 - October 2014
Farm Credit Bank of Texas October 2009 - March 2011
Farm Credit Bank of Texas May 1998 - May 2001
Farm Credit Bank of Texas November 1995 - May 1998
Franklin Federal Bancorp October 1993 - November 1995
Franklin Federal Bancorp November 1992 - October 1993
IBM January 1990 - August 1990
Skills
Investment Banking, Financial Analysis, Financial Modeling, Business Analysis, Loans, Investments, Finance, Fixed Income, Strategy, Management, Derivatives, Securities
Education
Texas A&M University 1988 — 1992
Bachelors of Business Administration, Finance
Equifax June 2009 - Present
The Seaport Group October 2008 - July 2009
Amherst Securities Group June 2004 - October 2008
Blaylock & Partners May 2003 - May 2004
National Western Life January 2003 - April 2003
The University of Texas at Austin August 2000 - December 2002
Texas Capital Markets March 1998 - August 2000
Bear Stearns 1993 - 1998
Credit Suisse 1991 - 1993
Franklin Savings Association 1988 - 1989
Skills
Credit Analysis, Residential Mortgages, Mortgage Lending, Fixed Income, Finance, Structured Finance, Capital Markets, Financial Modeling, MBS, Credit, Investment Banking, ABS
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1983 — 1986
BS Engineering, Computer Science and Engineering
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance
CONRAD May 2012 - Present
Arlington Public Schools November 2011 - February 2012
Amherst Securities Group July 2011 - September 2011
James Madison University January 2010 - December 2010
Morale, Welfare and Recreation May 2009 - August 2010
Skills
SPSS, Research, Regulatory Affairs, Clinical Research
Education
James Madison University 2007 — 2011
Bachelor of Science (B.S.), Psychology
SYSCO Corporate April 2005 - Present
Syntex Management Systems January 2001 - April 2005
Amherst Securities Group October 1993 - January 2001
Skills
Change Management, Benefits Administration, HRIS, Process Improvement, Employee Benefits, Payroll, ADP Payroll, Peachtree, Leadership, Accounting, Accruals, Accounts Receivable, Accounts Payable, Human Resources, General Ledger, Analysis, Training, Management, Onboarding, Employee Relations, PeopleSoft, Employee Engagement, New Hire Orientations, Succession Planning, Deferred Compensation, Taleo, Labor Relations, FMLA
Education
University of Houston
Amherst Securities Group January 2014 - Present
CRT Capital Group January 2012 - December 2013
RBS Global Banking & Markets July 2000 - November 2011
Skills
Structured Finance, MBS, Loans, Capital Markets, Bloomberg, Investment Banking, Derivatives, Fixed Income, ABS
Education
University of Richmond 1996 — 2000
University of Richmond 1996 — 2000
Amherst Pierpont June 2014 - Present
BB&T Capital Markets November 2010 - October 2013
SunTrust Investment Services February 2010 - November 2010
Colonial Brokerage, Inc. December 2007 - October 2009
Amherst Securities Group February 2003 - December 2007
Prudential Securities August 2001 - February 2003
Salomon Smith Barney October 1998 - August 2001
Chicago Board of Trade/Internship June 1997 - August 1997
Skills
Fixed Income, Capital Markets, Bloomberg, Bonds, Series 7, Investment Banking, Equities, Trading, Equity Research, Series 63, Derivatives, Valuation, Financial Modeling, Investments, Securities, Series 66, Life & Health Insurance...
Education
University of Central Florida - College of Business Administration 1997 — 2000
Bachelor's degree, Finance and Financial Management Services
Standard & Poor's May 2015 - Present
Amherst Securities Group 2010 - April 2015
Citigroup Global Markets October 1999 - November 2009
Citibank Commercial Real Estate Department May 1997 - October 1999
Citibank Canada 1994 - 1997
Gentra Canada Investments (now fully owned by Brookfield Asset Management) 1993 - 1994
DS Marcil (now a fully owned by RBC) September 1991 - June 1993
Royal LePage Commercial Real Estate (now fully owned by Cushman Wakefield) May 1988 - July 1991
Skills
Fixed Income, Capital Markets, Hedge Funds, Structured Finance, Portfolio Management, Asset Managment, Valuation, MBS, Securitization, Bloomberg, Investments, CMBS, Bonds, Equities, Structured Products, Financial Modeling, ABS, Trading, Securities, Series 7, Loans, Asset Management, Mortgage Lending, Credit
Education
Ivey Business School at Western University 1990 — 1991
Master of Business Administration (M.B.A.)
Ivey Business School at Western University 1984 — 1988
Bachelor's Degree
Amherst Securities Group October 2002 - Present
Skills
Securities, Fixed Income, FINRA, Series 24, Series 7
Education
Amberton University
Flextronics November 2011 - Present
Amherst Securities Group July 2010 - July 2011
Realtor March 2003 - August 2010
Leander ISD July 2009 - June 2010
Motorola, Inc January 1995 - June 2004
Frank Melvin & Company September 2002 - April 2003
Skills
Accounting, Budgeting, Financial Analysis
Education
Texas A&M University 1990 — 1994
Bachelor of Business Administration, Accounting
Amherst Securities Group 1998 - Present
DLJ 1993 - 1998
Kidder Peabody 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
MBS sales, MBS trading, Capital Markets, Trading, Hedge Funds, Series 7, Derivatives, Fixed Income, Bloomberg, Investments, Securities, Valuation
Education
Trinity College-Hartford 1979 — 1983
senior vice president, Drexel Burnham Lambert
Hopkins New haven 1973 — 1979
Amherst Securities Group March 2014 - Present
Interactive Data Pricing and Reference Data August 2011 - Present
Fannie Mae November 2009 - July 2011
Fannie Mae March 2006 - October 2009
Skills
MBS, Risk Analysis, Risk Management, SAS, Valuation, Mortgage Lending
Education
Massachusetts Institute of Technology 2001 — 2006
Phd, Civil & Environmental Engineering
Tsinghua University 1994 — 2001
Master's, Water resources
Amherst Securities Group July 2014 - Present
Main Street Renewal December 2012 - July 2014
FlickDirect, Inc. 2009 - October 2013
Highgate Hotels October 2012 - December 2012
Texas Enterprises, Inc. May 2011 - October 2012
Triple S Petroleum March 2007 - May 2011
Children's National Medical Center 1998 - 1999
Skills
Project Management, Budgets, Microsoft Office, Business, Troubleshooting, Training, Directing, Sales, PowerPoint, Video, Research, Customer Service, 3D, Photoshop, Business Development, Dynamics GP, Property Tax
Education
University of Maryland College Park 1992 — 1997
B.S., Accounting
University of Maryland College Park 1992 — 1997
BS, Accounting
MBS Mantra, LLC November 2014 - Present
First Liberties Financial August 2013 - Present
Gleacher &Co, June 2012 - April 2013
Tejas Securities Group, Inc. June 2011 - June 2012
MF Global October 2007 - November 2010
Cantor Fitzgerald February 2005 - October 2007
Amherst Securities Group October 1997 - February 2005
R.W. Pressprich July 1996 - October 1997
Myerberg & Co. May 1995 - July 1996
Nomura Securities May 1992 - October 1994
Skills
Fixed Income, Bloomberg, Trading, Equities, Portfolio Management, ABS, Credit Analysis, CMBS, Investments, Risk Management, Financial Modeling, Structured Products, Series 7, Capital Markets, Derivatives, Structured Finance, Hedge Funds, Residential Mortgages, Bonds, Asset Managment, Options, Securities, MBS, Finance, Investment Banking, Alternative Investments, Financial Markets, Series 63, Valuation, Asset Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BA, Economics
Amherst Securities Group July 2012 - Present
Cantor Fitzgerald December 2008 - June 2012
Merrill Lynch March 2003 - October 2008
Fannie Mae Corporation 1998 - 2003
First Virginia Banks, Inc 1993 - 1994
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Portfolio Management, Derivatives, Trading, Series 7, Securities, Investments, Valuation, Risk Management, Mortgage Lending, MBS, ABS
Education
The Johns Hopkins University 1992 — 1996
MS, Business
University of Maryland College Park 1988 — 1992
BA, Economics
Amherst Securities Group June 2014 - Present
Simon Business School, University of Rochester June 2013 - August 2013
Simon Business School, University of Rochester September 2012 - December 2012
Skills
Financial Analysis, Valuation, C, Economics, Corporate Finance, Financial Modeling, Data Analysis, SAS, Visual Basic, VBA, R, Research, C++, Matlab, Econometrics, Python, Financial Statement..., Credit Risk, Stata, Probability Theory, Simulations, Investments, Financial Markets, Derivatives, Equity Derivatives, Fixed Income, SQL, Statistical Modeling, Time Series Analysis, Statistics, Microsoft Office
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2014
Doctor of Philosophy (PhD), Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts (BA), Economics
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
BB&T Capital Markets November 2010 - Present
Amherst Securities Group November 2010 - December 2010
Countrywide Securities Corp. 1999 - 2008
Education
University of Scranton 1979 — 1983
BS, Economica & Finance
Overlooked Indicators 2007 - Present
Amherst Securities Group August 2012 - June 2013
Raymond James & Associates, Inc. June 2010 - July 2012
RBS Greenwich Capital 1999 - 2007
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BSE, Finance
Amherst Pierpont Securities 2014 - Present
Amherst Securities Group 2013 - 2014
Gleacher & Company 2009 - 2012
Merrill Lynch 1998 - 2009
Lehman Brothers 1996 - 1998
JP Morgan 1988 - 1996
Skills
Capital Markets, Liquidity Management, Treasury, Fixed Income, Investment Banking, Derivatives, Equities, Bloomberg, Bonds, Securities, Trading, Financial Modeling, Corporate Finance, Financial Markets, Portfolio Management, Structured Products, Cash Management, Hedge Funds, MBS, Market Risk, Hedging, Swaps, Funding, Series 7, Alternative Investments, Balance Sheet
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Economics
City University of New York-Brooklyn College
BS, Accounting
Voya Financial January 2014 - Present
ING Financial Partners July 2010 - January 2014
Amherst Securities Group June 2009 - June 2011
Stanford Group Company 2007 - 2009
Education
The University of Texas at Austin 1993 — 1997
BA, Business Economics
Colt International LLC. August 2013 - Present
Direct Energy April 2012 - March 2013
. December 2005 - March 2012
Service Corporation International May 2001 - May 2005
Bank United July 1999 - May 2001
Randall's Food Markets, Inc. April 1998 - July 1999
Amherst Securities Group April 1993 - March 1998
Marcus, Stowell & Beye, Inc. October 1991 - April 1993
The Hanke Group, P.C. January 1989 - October 1991
Skills
Financial Reporting, Variance Analysis, Accounting, Financial Modeling, Financial Audits, Financial Analysis, Sarbanes-Oxley Act, Financial Metrics, ROIC, ROA, Time Value of Money, Financial Concepts, Financial Strategy, Cashflow Analysis, Financial Variance..., Budget Modeling, Board of Directors..., Board of Directors..., Rating Agency Relations, WACC, Cost Of Capital, Free Cash Flow, EBITDA, Organic Growth, Business Turn-arounds, P&L Financial Management, P&L Forecasting, Corporate FP&A, Cash Flow Forecasting, Budgets, Leadership, Analysis, Team Mentoring, Payroll, P&L Management, Forecasting, Finance, Management, Process Improvement
Education
Texas State University-San Marcos 1984 — 1988
BBA, Accounting, 3.95 GPA
Amherst Securities Group July 2011 - Present
Lone Star Funds/Hudson Advisors March 2010 - July 2011
JP Morgan March 2008 - February 2010
Bear Stearns 2007 - 2008
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters in Finance, Finance
Buzz Points, Inc. January 2014 - Present
Amherst Securities Group October 2012 - January 2014
BancVue August 2007 - September 2012
Skills
Business Analysis, Business Development, Product Management, Business Intelligence, Banking, Financial Analysis, Risk Management, Strategic Planning, Financial Services, Leadership, Data Analysis, PostgreSQL, Microsoft SQL Server, SSIS, SSAS 2008, MicroStrategy, CloverETL, Oracle SQL Developer, Python, Process Improvement, Financial Modeling, Agile Methodologies, Data Warehousing, Project Management, Databases, SSRS
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Finance - Securities Markets
United States Naval Academy
Bachelor’s Degree, Mathematics - Computational
Amherst Securities Group October 2007 - Present
Skills
Securities, Series 24, Portfolio Management, Bloomberg, Series 7, Fixed Income, Capital Markets, Trading
Education
Marist College 1985 — 1989
BS, Accounting
EZCORP June 2014 - Present
Amherst Securities Group June 2013 - June 2014
PMB Helin Donovan January 2006 - June 2013
Skills
SEC filings, Tax, Tax Research, Corporate Tax, GAAP, CPA, US GAAP, Tax Preparation, Income Tax, Tax Accounting, Partnership Taxation, Finance, Financial Statements, General Ledger, ProSystem fx Tax, Accounting, SEC Filings
Education
Texas State University 2001 — 2005
Accounting
XL Big Data August 2014 - Present
Transmogrifier Visual Analytics January 2013 - Present
Amherst Securities Group July 2010 - August 2012
Bridgewater Associates 2008 - 2010
Bear Stearns July 2004 - May 2008
Skills
Bloomberg, Trading, Futures Trading, Equities, Reporting Metrics, Tableau, Spotfire, Flextrade, Business Intelligence..., Data Visualization, Hedge Funds, Strategy, Analytics, Business Intelligence
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Information and Knowledge Strategy
Skidmore College 2000 — 2004
BS, Business, Computer Science, Economics
Princeton Day 1995 — 2000
High School Diploma
OCI Solar Power LLC January 2015 - Present
OCI Solar Power LLC March 2014 - January 2015
Texas Sustainable Energy Research Institute - UTSA September 2012 - February 2014
The University of Texas at San Antonio June 2012 - September 2012
assent trading April 2009 - September 2009
Kershner Trading Group September 2005 - April 2009
Amherst Securities Group November 2004 - September 2005
Skills
Bloomberg, Trading Strategies, Equities, Trading, Financial Analysis, Technical Analysis, Series 7, Equity Trading, Proprietary Trading, Microsoft Excel, Trading Systems, Microsoft Office, Customer Service, Matlab, Algorithms, VBA, Research, Analysis
Education
The University of Texas at San Antonio 2011 — 2013
Master's, Electrical Engineering
The University of Texas at San Antonio 2009 — 2011
Electrical Engineering
Texas State University-San Marcos 2000 — 2004
Bachelor's, Finance
Amherst Securities Group September 2014 - Present
St. David's HealthCare June 2013 - Present
Intrepid Owl August 2011 - Present
Randolph Brooks Federal Credit Union March 2009 - May 2013
Woodforest National Bank December 2007 - February 2009
HEB September 2006 - December 2007
Skills
Banking, Organizing, Attention To Detail, Finance, Accounting, Internal Audit, Retail, Financial Services, Time Management, Loans, Cash Management, Credit, Business, Strategic Financial..., Training
Education
Texas State University-San Marcos 2005 — 2010
BBA, Accounting
Choice Energy 2010 - Present
VP Financial Group, Inc. 2003 - 2010
FTN Financial Capital Markets 2001 - 2003
Amherst Securities Group 1999 - 2001
Enron 1997 - 1999
Coastal Securities 1992 - 1997
Education
Michigan State University
Finance
University of North Carolina at Chapel Hill
Vining Sparks IBG May 2015 - Present
CRT LLC October 2009 - May 2015
National City Corp/PNC 2006 - 2009
Amherst Securities Group 1998 - 2006
RBS Greenwich Capital 1997 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1997
Kidder Peabody 1992 - 1994
J.P. Morgan 1988 - 1992
Salomon Brothers 1984 - 1988
Skills
Fixed Income, Sales, Trading, Capital Markets, Account Management, Securities, New Business Development, Systems Development..., Business Planning, Hedge Funds, Portfolio Management, MBS
Education
La Salle University
Bachelor of Science (BS), Marketing/Accounting
Amherst Securities Group July 2014 - Present
URS Corporation November 2010 - June 2014
URS Corporation March 2007 - November 2010
LA Legislative Fiscal Office May 2004 - March 2007
Skills
Financial Reporting, Analysis, Auditing, Budgets, Program Management, Accounting, Internal Audit, Process Improvement, Finance, Financial Accounting
Education
Louisiana State University
Accounting
Byram Shore Investment Partners March 2015 - Present
Calf Island Conservancy January 2015 - Present
Skidmore College October 2014 - Present
Freedom 3 Capital December 2013 - Present
Amherst Securities Group 1993 - 2012
Credit Suisse 1991 - 1993
Kidder, Peabody 1987 - 1989
J.P. Morgan 1986 - 1987
Skills
Fixed Income, Securities, Financial Analysis, Financial Modeling, Hedge Funds, Series 7, Real Estate Transactions
Education
Wharton School, University of Pennsylvania 1989 — 1991
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Georgetown University 1982 — 1986
Bachelor of Science (BS), Accounting
Amherst Securities Group May 2010 - Present
RBS Markets & International Banking July 2008 - May 2010
Bear, Stearns September 1986 - July 2008
Skills
Trading, Hedge Funds, Fixed Income, Equities, Bloomberg, Structured Products, Capital Markets, MBS, Series 7, Mutual Funds, Asset Management, Derivatives, Alternative Investments
Education
University of Chicago 1982 — 1984
Master of Business Administration (MBA), Finance, General
State University of New York at Binghamton 1978 — 1982
Bachelor of Science (BS), Economics
Elmira Free Academy
Amherst Securities Group March 2012 - Present
Oppenheimer & Co. February 2006 - November 2011
UBS August 2000 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Illinois at Urbana-Champaign 1979 — 1981
Bachelor's degree, Political Science and Government
Southern Illinois University, Carbondale 1977 — 1979