Interfirst Bank - Dallas
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Interfirst Bank - Dallas Employees
Goelzer Investment Management 1990 - Present
InterFirst Bank Dallas June 1985 - January 1987
Skills
Investments, Financial Modeling, Leadership, Alternative Investments, Valuation, Financial Analysis, Private Equity, Portfolio Management, Asset Management, Equities, Asset Allocation, Strategic Financial..., Investment Strategies
Education
Indiana University - Kelley School of Business 1982 — 1985
BS, Finance
Brebeuf Jesuit 1979 — 1981
City of Waco January 1999 - Present
First National Bank Waco ( Extraco Banks) June 1996 - December 1998
FDID/RTC and Financial Consultant - Fact Witness for RTC January 1990 - December 1996
Sunbelt Savings 1989 - 1989
First Bank Las Colinas 1983 - 1989
InterFirst Bank Dallas 1980 - 1983
Skills
Fraud Investigations, City Government, Community Development, Credit Administration, Mortgage, Economic Development, Commercial Banking, Commercial Lending, Underwriting, Credit Analysis, Loan Structuring, Affordable Housing, Banking, Credit, Real Estate Finance, Mortgage Lending, Social Housing, Local Government, Leadership, Community Outreach, Public Speaking, Real Estate Economics, Program Development, Commercial Real Estate, Program Management, Community Engagement, Nonprofits, Grants, Loans, Policy, Training, Real Estate, Fundraising, Finance, Policy Analysis, Case Managment, Case Management, Government, Grant Writing, Social Services, Non-profit..., Board Development, Workforce Development, Community Organizing, Workshop Facilitation, Public Administration, Program Evaluation, Volunteer Management, Redevelopment, Public Relations
Education
The University of Dallas 1978 — 1979
Master of Business Administration (MBA)
LSU 1968 — 1972
BS BUSINESS, Business Administration and Management, General
CPA, CFE, FCPA,CPM, CDFA
Rasa Floors June 1996 - Present
Pearson Partners International 2007 - 2014
Northern Trust, NA October 1998 - October 2011
Sutton Resources Company 1993 - 1998
First City Bank - Dallas 1988 - 1993
Hrubetz Oil Company 1983 - 1986
InterFirst Bank Dallas 1967 - 1983
First National Bank in Dallas 1967 - 1983
Skills
Mergers, Asset Management, Strategic Planning, Negotiation, Customer Relations, Mediation, Financial Management, Executive Coaching, Asset Managment, Managerial Finance, Asset Allocation, Commercial Banking, Banking, Customer Service, Oil/Gas, Mergers & Acquisitions, Management, Investments, Valuation, Financial Services, Finance, Due Diligence, Portfolio Management, Budgets, Private Banking, Start-ups, Business Planning, Corporate Finance, Loans, Accounting, Financial Analysis, Financial Structuring, Private Equity, Venture Capital, Alternative Investments, Executive Management, Financial Modeling, Investment Management, Project Finance, Strategic Financial..., Treasury Management, Credit, Risk Management, Credit Analysis, Cash Management, Restructuring, Real Estate Economics
Education
Texas Tech University 1962 — 1968
Master of Business Administration (MBA), Accounting and Finance
Texas Tech University 1962 — 1967
MBA, Finance
Accenture January 2014 - Present
Accenture BPO August 2012 - December 2013
Accenture Services May 2006 - August 2012
ACS (Now known as Xerox ACS) 2004 - 2006
Capgemini May 2001 - June 2004
Ernst & Young 1998 - 2001
SourceSquared 1996 - 1998
Mellon Bank 1986 - 1996
InterFirst Bank Dallas 1981 - 1986
Skills
BPO, Outsourcing, Offshoring, Shared Services, Business Transformation, Business Process..., IT Outsourcing, Service Delivery, Vendor Management, Change Management, Management Consulting, IT Strategy, Program Management, Outsourcing Management, HR Transformation, Service Management, Management, SAP, Consulting, Business Process..., Professional Services, Performance Management, Business Process, Business Case, Project Portfolio..., Stakeholder Management, Acquisition Integration, IT Service Management, Procurement, Business Analysis, Business Intelligence, Sla, Strategic Sourcing, Process Engineering, Organizational Design, Human Resources, Banking, Strategy, Team Management, Mergers & Acquisitions, PMO, Financial Services, ERP, CRM, Transition Management, Project Delivery, PeopleSoft, Process Improvement, Global Delivery, Governance
Education
The University of Dallas 1984 — 1986
MBA, Management
University of Missouri-Saint Louis 1977 — 1978
BSBA, Finance Accounting
University of Notre Dame 1974 — 1977
BA, Finance Accounting
Hill Financial Education, Inc. June 1997 - Present
Pacific Coast Banking School August 2011 - August 2013
Graduate School of Banking at the University of Wisconsin - Madison August 2011 - August 2013
Bank One February 1989 - June 1997
Ohio State University - Fisher College of Business January 1995 - May 1997
Southern Methodist University January 1989 - March 1993
First Republic Bank Dallas June 1982 - February 1989
InterFirst Bank Dallas 1983 - 1989
Skills
Adult Education, Financial Management, Public Speaking, Managerial Finance, Banking, Financial Analysis, Credit, Instructional Design, Analysis, Valuation, Instructor-led Training, Commercial Lending, Commercial Banking, Risk Management, Finance, Entrepreneurship, Credit Analysis, Financial Modeling, Budgets, Due Diligence, Training, Asset Management, Loans, Underwriting, Credit Risk, Financial Services, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Cash Flow, Cash Management, Investments, Program Management, Small Business, Management Consulting, Strategic Financial..., Financial Risk, Treasury Management, Financial Institutions, Private Equity, Credit Cards, Executive Management, Business Strategy, Relationship Management, Mortgage Lending, Process Improvement, Capital Markets
Education
Southern Methodist University - Cox School of Business 1977 — 1980
BBA, BA, Finance, Political Science
University of North Texas 1981 — 1982
MBA, Real Estate Finance
BBVA Compass May 2011 - Present
CIT Healthcare July 2007 - June 2009
GE Healthcare FInancial Services 2005 - 2007
Merrill Lynch 2000 - 2005
Bank of Texas 1999 - 2000
Physician Reliance Network 1996 - 1998
Heller Financial 1992 - 1994
Citicorp 1985 - 1992
Security Pacific Bank 1984 - 1985
InterFirst Bank Dallas 1981 - 1984
Skills
Commercial Lending, Loans, Underwriting, Credit, Portfolio Management, Banking, Management, Mergers & Acquisitions, Commercial Banking, Finance, Cash Management, Asset Based Lending, Corporate Finance, Investment Banking, Financial Analysis
Education
Indiana University - Kelley School of Business 1977 — 1981
BS, Finance
Jasper Neumann Consulting 2011 - Present
City of Dallas 2007 - 2011
Dallas Police and Fire Pension System 2007 - 2011
F.L. Malik, Inc. 1989 - 2011
Fidelity Investments 1984 - 1989
InterFirst Bank Dallas 1982 - 1984
Skills
Government, Leadership, Fundraising, Strategic Planning, Non-profits, Financial Analysis, Finance, People Skills, Motivation, Board of Director..., Non-profit Board..., Nonprofits, Business Development, Budgets, Start-ups, Public Relations, Program Management, Strategy, Management, Public Speaking
Education
Indiana University Bloomington 1978 — 1982
B.S., Business Finance
Indiana University Bloomington
Silverberg Mediation August 2006 - Present
Silverberg Mediation August 2002 - Present
Interfirst Bank Dallas October 1981 - January 1987
Skills
Mediation, Alternative Dispute...
Education
Southern Methodist University 2006 — 2008
Graduate Certificate, Alternative Dispute Resolution
Indiana University - Kelley School of Business 1976 — 1980
Bachelor of Science (B.S.), Kelley School of Business
Hallmark Cards, Inc. May 2001 - Present
Hallmark Cards July 1989 - April 2001
Commerce Bank of Kansas City 1985 - 1989
InterFirst Bank Dallas 1981 - 1985
Skills
Forecasting, Financial Analysis, Finance, Essbase, Financial Reporting, Credit, Budgets, Variance Analysis, Cross-functional Team..., Financial Modeling, Process Improvement, Sales, Sales Management, Cash Management, Team Building, Strategic Financial...
Education
University of Kansas - Graduate School of Business 1979 — 1981
MBA
Kansas State University 1975 — 1979
B. S., Finance
Quadex / InterfitUSA January 2012 - Present
Raven Lining Systems February 1992 - January 2008
Cohesant Technologies 1997 - 2007
LaSalle Partners 1984 - 1988
Interfirst Bank - Dallas January 1980 - August 1984
Skills
Construction, Construction Management, Water, Contract Negotiation, Pipelines, Integrity, Start-ups, Contract Management, Engineering, Leadership, Sales, Negotiation, Project Planning, Process Scheduler, Marketing, Budgets, Project Management, Civil Engineering, Strategic Planning, Municipalities, Business Strategy, Procurement, Project Estimation, New Business Development, Entrepreneurship, Business Development, Team Building, Water Treatment, Management, Proposal Writing, Sales Management, Wastewater Treatment, Coatings, Energy, Product Development
Education
Tulane University 1975 — 1980
BBS & MBA, Finance, Marketing
Texas Capital Bank January 1999 - Present
Comerica June 1987 - January 1999
InterFirst Bank Dallas 1980 - 1987
Skills
Wealth Management, Asset Allocation, Private Banking, Asset Managment, IRAs, ERISA, Tax Law, Portfolio Management, Asset Management, Investments, Finance, Equities, High Net Worth..., Wealth, Estate Planning, Investment Management, Alternative Investments, Securities, Financial Risk, Series 7, Financial Services, Wealth Management..., Private Equity
Education
Southwestern Graduate School of Banking 1983 — 1986
Trust Major with Distinction
Georgetown University Law Center 1970 — 1973
JD, law
John Marshall Law School 1978 — 1981
LLM - Tax
University of Dayton 1967 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Ablon & Co February 2013 - June 2014
BOEING SERVICES DIVISION July 2009 - October 2011
L-3 Communications May 2008 - July 2009
Triumph Aerostructures - Vought Aircraft Division May 1984 - May 2008
STC May 1983 - May 1984
Interfirst Bank Dallas January 1972 - May 1983
Skills
Excel, PowerPoint, Access, Variances, Financial Modeling, Earned Value Management, Financial Reporting, Financial Analysis, Forecasting, Cash Flow, Expenses, Accounting, Business Planning, Cost, Data Analysis, P&L, Variance Analysis, Cost Analysis, Cost Accounting, Budgeting, PeopleSoft, Financial Accounting, SAP, Analysis, Auditing, Financial Planning, Pricing, Financial Management, General Ledger, Reconciliation, Financial Forecasting, Accruals, Income Statement, Budgets, Microsoft Excel, Finance, Cost Benefit, Managerial Finance, Internal Controls, Account Reconciliation, Strategic Financial..., Manufacturing, Business Process..., Procurement, Internal Audit, Sarbanes-Oxley Act, Aerospace, Six Sigma, Hyperion Enterprise, Government Contracting
Education
Dallas Baptist University 2004 — 2004
started Operations Management, Management
The University of Texas at Arlington 1973 — 1984
BBA, Finance
North Dallas
Comerica Bank July 1997 - Present
Bank of America January 1986 - June 1997
Interfirst Bank, Dallas June 1984 - June 1997
Cullen Frost Bank, Dallas, TX January 1978 - June 1984
Skills
Cash Management, Banking, Investment Management
Education
The University of Texas at Arlington - College of Business
BBA, Finance
Currently Actively Seeking Employment, Oil and Gas November 2011 - Present
Super Floors July 1993 - Present
Interfirst Bank Dallas July 1982 - July 1992
Marathon Oil Company January 1980 - July 1982
United States Marine Corps December 1970 - December 1974
Skills
Petroleum Engineering, CNC Machining, Hardwood floor...
Education
The University of Texas at Austin 1975 — 1980
BS Petroleum Engineering, with Honors, Engineering
JGDAM I, Ltd. July 2006 - Present
Strategic Software Solutions January 2002 - January 2004
Quantum Technology Associates 2003 - 2004
Carreker Corporation 2000 - 2001
A.T. Kearney September 1994 - January 2000
Deloitte January 1984 - November 1987
First City Bank - Dallas January 1980 - December 1983
Interfirst Bank - Dallas January 1975 - December 1979
Skills
Energy, Strategic Planning, Business Strategy, Project Management, Mergers, Petroleum, Change Management, Business Development, New Business Development, Management Consulting, Banking, Mergers & Acquisitions, Process Improvement, Due Diligence, Business Analysis, Customer Management, Finance, Mentoring
Education
Texas Tech University 1959 — 1963
Bachelor of Business Administration (BBA), Finance