Quest Capital Management, Inc.
Industry: Company
DescriptionFounded: 1987 Subsidiary: Quest Capital Management, Inc., Asset Management Arm
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Quest Capital Management, Inc. Employees
Employee
Years
Job
Industry
Nancy Conner Nancy Conner's Quest Capital Management, Inc. Experience October 2005 - February 2007
Job Sr. Exec. Asst. at Sensus USA Inc
Industry Consumer Services
Experience
Sensus USA Inc May 2007 - October 2013
Quest Capital Management, Inc. October 2005 - February 2007
Skills
Outlook, Office Management, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Data Entry, Office Administration, Spreadsheets, Travel Arrangements, Lotus Notes, Process Scheduler
Education
University of Arkansas at Fayetteville 1965 — 1966
University of Oklahoma 1964 — 1965
Psychology
Sensus USA Inc May 2007 - October 2013
Quest Capital Management, Inc. October 2005 - February 2007
Skills
Outlook, Office Management, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Data Entry, Office Administration, Spreadsheets, Travel Arrangements, Lotus Notes, Process Scheduler
Education
University of Arkansas at Fayetteville 1965 — 1966
University of Oklahoma 1964 — 1965
Psychology
Nick Dell Nick Dell's Quest Capital Management, Inc. Experience June 2012 - June 2013
Job Student at Texas A&M University
Industry Financial Services
Experience
Arcis Golf June 2015 - Present
WillMax Capital Management June 2014 - July 2014
Quest Capital Management, Inc. June 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Public Speaking
Education
Texas A&M University 2012 — 2016
Arcis Golf June 2015 - Present
WillMax Capital Management June 2014 - July 2014
Quest Capital Management, Inc. June 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Public Speaking
Education
Texas A&M University 2012 — 2016
Carey Yeary Carey Yeary's Quest Capital Management, Inc. Experience January 2014 - Present
Job Quest Capital Management, Inc.
Industry Financial Services
Experience
Quest Capital Management, Inc. January 2014 - Present
Texas Tech University August 2012 - December 2013
Fox, Joss & Yankee May 2013 - August 2013
Howard Financial Services, Ltd. May 2012 - August 2012
Skills
Higher Education, Public Speaking, Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Social Media, Teaching
Education
Texas Tech University 2012 — 2013
Master's Degree, Personal Financial Planning
Texas Tech University 2009 — 2012
Bachelor of Science (BS), Personal Financial Planning
Quest Capital Management, Inc. January 2014 - Present
Texas Tech University August 2012 - December 2013
Fox, Joss & Yankee May 2013 - August 2013
Howard Financial Services, Ltd. May 2012 - August 2012
Skills
Higher Education, Public Speaking, Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Social Media, Teaching
Education
Texas Tech University 2012 — 2013
Master's Degree, Personal Financial Planning
Texas Tech University 2009 — 2012
Bachelor of Science (BS), Personal Financial Planning
Patty Hammond, CFP® Patty Hammond, CFP®'s Quest Capital Management, Inc. Experience April 1993 - December 1996
Job Vice President Compliance at Carter Financial Management
Industry Financial Services
Experience
Carter Financial Management February 2004 - Present
Carter Financial Management February 2004 - Present
The Center for Personal Finance January 1997 - January 2004
Quest Capital Management, Inc. April 1993 - December 1996
Education
The University of Texas at Dallas
University of Tulsa
Bachelor of Science, Math and Science
Carter Financial Management February 2004 - Present
Carter Financial Management February 2004 - Present
The Center for Personal Finance January 1997 - January 2004
Quest Capital Management, Inc. April 1993 - December 1996
Education
The University of Texas at Dallas
University of Tulsa
Bachelor of Science, Math and Science
Amanda Demmer Amanda Demmer's Quest Capital Management, Inc. Experience March 2007 - October 2010
Job Concur Administrator Finance at RealPage, Inc.
Industry Information Services
Experience
RealPage, Inc. March 2011 - Present
Nexus Advisors LLC October 2010 - March 2011
Quest Capital Management, Inc. March 2007 - October 2010
Marsh August 1997 - November 2006
Johnson & Higgins April 1994 - August 1997
Belew Averitt & Company August 1989 - June 1991
Gulf Alamo, Inc. March 1987 - June 1989
Gil's Boots May 1983 - May 1985
Skills
Database Management, Event Management, Data Analysis, Knowledge Management, Knowledge Sharing, Knowledge Transfer, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Access, Outlook, CRM, CRM Integration, Benefits Administration, SharePoint, Database Admin, Event Planning, System Administration, Business Development, Program Management, Leadership, Management
Education
The University of Texas at San Antonio 1981 — 1984
RealPage, Inc. March 2011 - Present
Nexus Advisors LLC October 2010 - March 2011
Quest Capital Management, Inc. March 2007 - October 2010
Marsh August 1997 - November 2006
Johnson & Higgins April 1994 - August 1997
Belew Averitt & Company August 1989 - June 1991
Gulf Alamo, Inc. March 1987 - June 1989
Gil's Boots May 1983 - May 1985
Skills
Database Management, Event Management, Data Analysis, Knowledge Management, Knowledge Sharing, Knowledge Transfer, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Access, Outlook, CRM, CRM Integration, Benefits Administration, SharePoint, Database Admin, Event Planning, System Administration, Business Development, Program Management, Leadership, Management
Education
The University of Texas at San Antonio 1981 — 1984
Dennis J. Moore, CFP®, MBA's Quest Capital Management, Inc. Experience December 2014 - Present
Job Chief Operating Officer at Quest Capital Management, Inc.
Industry Financial Services
Experience
Quest Capital Management, Inc. December 2014 - Present
Quest Capital Management, Inc. July 2011 - December 2014
Quest Capital Management, Inc. January 2010 - July 2011
Quest Capital Management, Inc. 2006 - 2009
Quest Capital Management, Inc. August 2004 - December 2005
Education
Texas Tech University
Bachelor of Science, Personal Financial Planning
Texas Tech University - Rawls College of Business
MBA, Management and Leadership
Quest Capital Management, Inc. December 2014 - Present
Quest Capital Management, Inc. July 2011 - December 2014
Quest Capital Management, Inc. January 2010 - July 2011
Quest Capital Management, Inc. 2006 - 2009
Quest Capital Management, Inc. August 2004 - December 2005
Education
Texas Tech University
Bachelor of Science, Personal Financial Planning
Texas Tech University - Rawls College of Business
MBA, Management and Leadership
Connor Thomas's Quest Capital Management, Inc. Experience June 2015 - Present
Job Service Associate at Quest Capital Management, Inc.
Industry Financial Services
Experience
Quest Capital Management, Inc. June 2015 - Present
Quest Capital Management, Inc. May 2014 - August 2014
Ellis Hill October 2013 - January 2014
BMC Capital May 2013 - July 2013
Senator Kay Bailey Hutchison May 2012 - June 2012
Camp Waldemar for Girls June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork
Education
Sewanee-The University of the South 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Hockaday School 2003 — 2011
Quest Capital Management, Inc. June 2015 - Present
Quest Capital Management, Inc. May 2014 - August 2014
Ellis Hill October 2013 - January 2014
BMC Capital May 2013 - July 2013
Senator Kay Bailey Hutchison May 2012 - June 2012
Camp Waldemar for Girls June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork
Education
Sewanee-The University of the South 2011 — 2015
Bachelor of Arts (B.A.), Economics
The Hockaday School 2003 — 2011
Page Pustmueller Page Pustmueller's Quest Capital Management, Inc. Experience 2007 - 2010
Job Chief Compliance Officer, Vice President at Caprock Capital
Industry Financial Services
Experience
Caprock Capital LLC 2013 - Present
Caprock Capital LLC 2012 - 2013
Morgan Stanley 2010 - 2012
Quest Capital Management, Inc. 2007 - 2010
Henry S. Miller 2006 - 2007
Peloton Commercial Real Estate 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Financial Reporting, Financial Services, Asset Management, Due Diligence, Finance, Performance Analysis, Financial Accounting, Client Development, Strategic Financial..., Equities, Superior Client Service, Hedge Funds, Microsoft Excel, Portfolio Management, Marketing, Manage Client..., Private Equity, Management, Leadership
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.9 GPA
Highland Park Highschool
Caprock Capital LLC 2013 - Present
Caprock Capital LLC 2012 - 2013
Morgan Stanley 2010 - 2012
Quest Capital Management, Inc. 2007 - 2010
Henry S. Miller 2006 - 2007
Peloton Commercial Real Estate 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Financial Reporting, Financial Services, Asset Management, Due Diligence, Finance, Performance Analysis, Financial Accounting, Client Development, Strategic Financial..., Equities, Superior Client Service, Hedge Funds, Microsoft Excel, Portfolio Management, Marketing, Manage Client..., Private Equity, Management, Leadership
Education
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.9 GPA
Highland Park Highschool
Eric Sawyer Eric Sawyer's Quest Capital Management, Inc. Experience July 2004 - September 2007
Job Certified Financial PlannerTM
Industry Financial Services
Experience
Financial Planning Association of West Texas January 2014 - Present
Texas Tech University January 2013 - Present
Peacefield WealthSolutions September 2010 - Present
Southern Methodist University September 2012 - December 2012
UT Arlington January 2011 - June 2011
ConfidentVision October 2007 - August 2010
DFW Financial Planning Association 2005 - 2008
Quest Capital Management, Inc. July 2004 - September 2007
The Shobe Financial Group December 2002 - July 2004
US Senator Phil Gramm April 1999 - December 2002
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Asset Management, Estate Planning, Risk Management, Insurance, Education Savings, Retirement
Education
Texas Tech University 2000 — 2002
Masters, Financial Planning
Texas A&M University 1994 — 1998
B.S., Economics and Political Science
University of North Texas 1992 — 1994
HS Diploma
Financial Planning Association of West Texas January 2014 - Present
Texas Tech University January 2013 - Present
Peacefield WealthSolutions September 2010 - Present
Southern Methodist University September 2012 - December 2012
UT Arlington January 2011 - June 2011
ConfidentVision October 2007 - August 2010
DFW Financial Planning Association 2005 - 2008
Quest Capital Management, Inc. July 2004 - September 2007
The Shobe Financial Group December 2002 - July 2004
US Senator Phil Gramm April 1999 - December 2002
Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Asset Management, Estate Planning, Risk Management, Insurance, Education Savings, Retirement
Education
Texas Tech University 2000 — 2002
Masters, Financial Planning
Texas A&M University 1994 — 1998
B.S., Economics and Political Science
University of North Texas 1992 — 1994
HS Diploma
Brian Quinn, CFP® Brian Quinn, CFP®'s Quest Capital Management, Inc. Experience 2008 - 2008
Job ★Seeks Career Opportunity★Wealth Management & Benefit Plan Consultant◆CERTIFIED FINANCIAL PLANNER™ Series 7 63 L&H►LION
Industry Financial Services
Experience
Seeks Career Opportunity 2015 - Present
Financial Strategies Group, LLC 2012 - 2013
Rosenthal Retirement Planning, LP 2010 - 2011
Quest Capital Management, Inc. 2008 - 2008
Fidelity Investments, LLC Workplace Investing 2005 - 2008
Fidelity Investments, LLC Workplace Investing 1998 - 2005
Fidelity Investments, LLC Workplace Participant Services 1996 - 1998
Walmart 1990 - 1997
Skills
Wealth Management, Employee Benefits, Financial Planning, Retirement Planning, Investments, Relationship Manager, Sales, Estate Planning, Wealth Advisor, Series 7, Problem Solving, Series 63, 401k, Investment Advisory, Asset Allocation, Retirement, Financial Analysis, Alternative Investments, Certified Financial..., Insurance, Series 65, ERISA, Life Insurance, Benefits Administration, Fiduciary, Analysis, Financial Reporting, Retirement Plan..., 401k Rollovers, Personal Finance, CFP, Financial Consultant, Financial Advisor, Financial Planner, RIA, Registered Investment..., Social Security, Tax, Manage Client..., Qualified Retirement..., Consultants, Whole Life, Holistic Financial..., Public Speaking, Benefits, Trust, Retirement Income..., Personal FInancial..., FA, Wealth Manager
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Management
University of North Texas
CFP Board Program: CFP® CERTIFIED FINANCIAL PLANNER™
Seeks Career Opportunity 2015 - Present
Financial Strategies Group, LLC 2012 - 2013
Rosenthal Retirement Planning, LP 2010 - 2011
Quest Capital Management, Inc. 2008 - 2008
Fidelity Investments, LLC Workplace Investing 2005 - 2008
Fidelity Investments, LLC Workplace Investing 1998 - 2005
Fidelity Investments, LLC Workplace Participant Services 1996 - 1998
Walmart 1990 - 1997
Skills
Wealth Management, Employee Benefits, Financial Planning, Retirement Planning, Investments, Relationship Manager, Sales, Estate Planning, Wealth Advisor, Series 7, Problem Solving, Series 63, 401k, Investment Advisory, Asset Allocation, Retirement, Financial Analysis, Alternative Investments, Certified Financial..., Insurance, Series 65, ERISA, Life Insurance, Benefits Administration, Fiduciary, Analysis, Financial Reporting, Retirement Plan..., 401k Rollovers, Personal Finance, CFP, Financial Consultant, Financial Advisor, Financial Planner, RIA, Registered Investment..., Social Security, Tax, Manage Client..., Qualified Retirement..., Consultants, Whole Life, Holistic Financial..., Public Speaking, Benefits, Trust, Retirement Income..., Personal FInancial..., FA, Wealth Manager
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Management
University of North Texas
CFP Board Program: CFP® CERTIFIED FINANCIAL PLANNER™
AnitaMarie Law's Quest Capital Management, Inc. Experience January 2006 - July 2013
Job Logistics Account Manager at Bear Transportation Services
Industry Transportation/Trucking/Railroad
Experience
Bear Transportation Services March 2015 - Present
Aflac - An Independent Agent Representing Aflac January 2014 - June 2015
Quest Capital Management, Inc. January 2006 - July 2013
Quest Capital Management, Inc. December 2003 - August 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Asset Management, Investment Advisory, Estate Planning, Project Management,..., Specific Skill Sets:..., CRM, Investments, Series 63, Retirement, Financial Planning
Education
Mountain View College
Bear Transportation Services March 2015 - Present
Aflac - An Independent Agent Representing Aflac January 2014 - June 2015
Quest Capital Management, Inc. January 2006 - July 2013
Quest Capital Management, Inc. December 2003 - August 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Asset Management, Investment Advisory, Estate Planning, Project Management,..., Specific Skill Sets:..., CRM, Investments, Series 63, Retirement, Financial Planning
Education
Mountain View College
Maria Tabanian's Quest Capital Management, Inc. Experience October 2013 - May 2014
Job Information & Cyber Security Analyst
Industry Information Technology and Services
Experience
United American Insurance Company August 2015 - Present
United American Insurance Company April 2015 - August 2015
CA Technologies September 2014 - April 2015
Enterprise Rent-A-Car May 2014 - August 2014
Quest Capital Management, Inc. October 2013 - May 2014
Link Financial Corporation February 2013 - October 2013
Skills
Leadership, Project Management, Governance, Security Policy, Incident Response, Risk Analysis, ISO 27001, ISO 27002, NIST, Gramm-Leach-Bliley, PIPEDA, FFIEC, Agile Methodologies, Requirements Analysis, SDLC, Public Speaking, Management, Time Management, Microsoft Excel
Education
The University of Texas at Dallas 2012 — 2014
Bachelor of Science (BS), Business Administration, Junior, Senior
Collin County Community College 2010 — 2012
Freshman, Sophomore
United American Insurance Company August 2015 - Present
United American Insurance Company April 2015 - August 2015
CA Technologies September 2014 - April 2015
Enterprise Rent-A-Car May 2014 - August 2014
Quest Capital Management, Inc. October 2013 - May 2014
Link Financial Corporation February 2013 - October 2013
Skills
Leadership, Project Management, Governance, Security Policy, Incident Response, Risk Analysis, ISO 27001, ISO 27002, NIST, Gramm-Leach-Bliley, PIPEDA, FFIEC, Agile Methodologies, Requirements Analysis, SDLC, Public Speaking, Management, Time Management, Microsoft Excel
Education
The University of Texas at Dallas 2012 — 2014
Bachelor of Science (BS), Business Administration, Junior, Senior
Collin County Community College 2010 — 2012
Freshman, Sophomore
Brenna Hayes's Quest Capital Management, Inc. Experience May 2014 - August 2014
Job BAS Consultant Technology Solutions
Industry Information Technology and Services
Experience
Grant Thornton LLP July 2015 - Present
Quest Capital Management, Inc. May 2014 - August 2014
Skills
Finance, Oracle Applications, Financial Planning, Financial Analysis, Microsoft Office, Marketing Strategy, PowerPoint, Marketing, Teamwork, Sales Process, Oracle HR, Public Speaking, Social Media Marketing, Customer Service, Professional..., Event Planning, Social Media, Time Management, Facebook, Social Networking
Education
Kansas State University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Fossil Ridge High School
Grant Thornton LLP July 2015 - Present
Quest Capital Management, Inc. May 2014 - August 2014
Skills
Finance, Oracle Applications, Financial Planning, Financial Analysis, Microsoft Office, Marketing Strategy, PowerPoint, Marketing, Teamwork, Sales Process, Oracle HR, Public Speaking, Social Media Marketing, Customer Service, Professional..., Event Planning, Social Media, Time Management, Facebook, Social Networking
Education
Kansas State University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Fossil Ridge High School
Garrett Durie Garrett Durie's Quest Capital Management, Inc. Experience May 2013 - June 2013
Job Student at University of Oklahoma
Industry Accounting
Experience
PricewaterhouseCoopers January 2015 - March 2015
Quest Capital Management, Inc. May 2013 - June 2013
Rubio's Restaurants, Inc. August 2009 - June 2011
Skills
Personal Financial..., Financial Analysis, Financial Modeling, Document Management, MS Excel Pivot Tables, Employee Handbooks, Compliance, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Teamwork, Time Management, Customer Service, Data Entry, Customer Satisfaction, Hospitality, Restaurants, Inventory Management, Team Leadership
Education
University of Oklahoma 2011 — 2016
Master's degree, Accounting
University of Oklahoma 2011 — 2015
Accounting and Finance
PricewaterhouseCoopers January 2015 - March 2015
Quest Capital Management, Inc. May 2013 - June 2013
Rubio's Restaurants, Inc. August 2009 - June 2011
Skills
Personal Financial..., Financial Analysis, Financial Modeling, Document Management, MS Excel Pivot Tables, Employee Handbooks, Compliance, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Teamwork, Time Management, Customer Service, Data Entry, Customer Satisfaction, Hospitality, Restaurants, Inventory Management, Team Leadership
Education
University of Oklahoma 2011 — 2016
Master's degree, Accounting
University of Oklahoma 2011 — 2015
Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY