Commonwealth Advisors, Inc.
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Commonwealth Advisors, Inc. Employees
3rd Street Capital Management March 2013 - Present
Commonwealth Advisors, Inc. October 2004 - February 2013
Charles Schwab September 2000 - October 2004
Skills
Asset Management, Financial Analysis
Education
University of South Alabama
BA
Delahaye & Associates March 2009 - Present
New York Life Insurance Company & NYLIFE Securities, LLC June 2012 - July 2013
Kurz & Hebert Commercial Real Estate, Inc. April 2003 - March 2009
GoAntiques July 2002 - February 2003
Commonwealth Advisors, Inc. 2001 - July 2002
Redstick Internet Services, LLC 1999 - December 2001
Louisiana Machinery Company, Inc. 1997 - 1999
Skills
Asset Protection, Succession Planning, Retirement Planning, Fixed Annuities, Estate Planning, Investments, Retirement, IRAs, Strategic Financial..., Insurance, Wealth Accumulation, Buy-sell Agreements, Life Insurance, Long-term Care, Mutual Funds, Asset Management, Portfolio Management, Small Business, Financial Services
Education
Louisiana State University - E.J. Ourso College of Business 2001 — 2003
MBA
Southern Methodist University 1992 — 1996
BBA, BS, Business
Warner Chilcott November 2012 - November 2013
Commonwealth Advisors, Inc. December 2007 - October 2012
Skills
Financial Analysis, Investments, Financial Modeling, Asset Management, Valuation, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Due Diligence, Private Equity, Fixed Income, Finance, Investment Management, Strategic Financial..., Investor Relations, Financial Services, Investment Advisory, Wealth Management, Pharmaceutical Industry, Women's Health, Sales, Marketing, Business Relationship..., Fund Of Funds, Bonds, Cold Calling, Relationship Management, New Business Development, Retirement, Direct Sales, Urology, Analysis, Business Planning, Investment Strategies
Education
Louisiana State University 2004 — 2008
Bachelors, Finance
3rd Street Capital management May 2013 - August 2015
Commonwealth Advisors, Inc. 2009 - 2013
Stone & Youngberg 2006 - 2008
JPMorgan Chase 2004 - 2006
Band One Capital Markets 1999 - 2004
Olde Discount Stockbrokers October 1992 - June 1999
Skills
Alternative Investments, Fixed Income Analysis, Bloomberg, Intex, Portfolio Management, Investment Valuation, Financial Analysis, Structured Products, ABS, MBS, Subprime, Derivatives, Bonds, Fixed Income, Securities, Series 7, Equities, Trading, Capital Markets, Investments
Education
DePaul University
A10 Capital December 2013 - Present
ValueScope, Inc. January 2012 - December 2013
Ericsson August 2011 - December 2011
FDIC May 2011 - August 2011
Commonwealth Advisors, Inc. July 2008 - July 2010
Commonwealth Advisors, Inc. December 2007 - May 2008
Skills
Access, Bloomberg Terminal, Business Valuation, Capital IQ, Excel, Financial Analysis, Financial Modeling, Intex, Investment Management, PowerPoint, SQL, Structured Finance, VBA, Word, Finance, Valuation
Education
The University of Texas at Dallas 2010 — 2011
MBA
Louisiana State University 2004 — 2008
BS, Finance
BP September 2002 - Present
Commonwealth Advisors, Inc. May 2002 - September 2002
Enron May 2001 - August 2001
Skills
Commodity Markets, Financial Modeling, Energy Markets, Natural Gas, Commodity, Hedging, Trading, Electricity Markets, Energy, Derivatives, Options, Risk Management, Swaps, Gas, Valuation, Financial Structuring, Power Generation, Power Trading, Financial Analysis, Portfolio Management
Education
Louisiana State University 1998 — 2002
BS, Finance
Alpina Capital June 2013 - Present
Tulane University 2011 - Present
Tierra Resources LLC January 2012 - June 2013
Johnson Rice & Company May 2012 - August 2012
Commonwealth Advisors, Inc. 2007 - August 2011
PwC 2005 - 2007
Education
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Energy & Finace
Louisiana State University
BS, Finance
3rd Street Capital Management, LLC March 2013 - Present
Commonwealth Advisors, Inc. May 1997 - February 2013
Education
Louisiana State University
Goldman Sachs July 2013 - Present
Booth-Laird Investment Partnership - Equity Conference April 2013 - April 2013
Louisiana State University September 2012 - December 2012
Louisiana Department of the Treasury August 2012 - December 2012
Goldman Sachs June 2012 - August 2012
Division of Economic Development & Forecasting March 2010 - May 2012
Commonwealth Advisors, Inc. October 2011 - December 2011
Skills
Economics, Econometrics, Valuation, Bloomberg Terminal, Eviews, Networking, Bilingual-Spanish, Matlab, Microsoft Office, Financial Modeling, Portfolio Management, Statistics, Financial Analysis, Fixed Income, Finance, Data Analysis, Investment Banking, Analysis, Mathematics, Stock Market Analysis, Public Speaking, Research, Corporate Finance, Quantitative Finance, Capital Markets, Internal Audit, Forecasting, Statistical Modeling, Equity Research, DCF, Derivatives, Securities, Emerging Markets, Investments, Risk Management, Economic Research, Financial Risk, Quantitative Analytics, Interest Rate..., Spanish, Microsoft Excel, Management, PowerPoint, Microsoft Word, Equity Derivatives, Commodity, Project Management
Education
Louisiana State University 2008 — 2013
B.S. Economics/Econometrics Emphasis, Minors: Mathematics and Finance