Sowell & Co.
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Sowell & Co. Employees
Sowell & Co. January 2013 - Present
Deloitte September 2001 - December 2012
Skills
Partnership Taxation, Income Tax, State Tax, Estate Tax Planning, Tax Returns, Tax Advisory, Tax Accounting, Accounting
Education
University of Denver 2000 — 2001
Master of Taxation, Taxation
Southern Methodist University 1996 — 2000
Bacheler of Business Administration, Accounting
Magnolia Property Company July 2014 - Present
Newmark Grubb Knight Frank February 2014 - July 2014
Sowell & Co. August 2013 - January 2014
Post Properties May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mass Communication, Integration, English, Social Media, Real Estate Development, Commercial Real Estate, Real Estate License, Leadership, Real Estate, Customer Service, Customer Satisfaction, Investment Properties, Sales, Time Management, Troubleshooting, PowerPoint, Budgets, Marketing, Outlook
Education
Texas Tech University 2008 — 2013
Bachelor's degree, University Studies
McKinney Boyd HS 2004 — 2008
Behringer Harvard 2013 - Present
UrbanAmerica Advisors 2010 - 2012
Behringer Harvard 2005 - 2009
Sowell & Co. 2001 - 2004
Cameron Ashley Building Products 2000 - 2001
Landauer Associates, Inc. 1996 - 1999
AEGON USA Realty Advisors, Inc. 1991 - 1995
Bjornsen Investment Corp. 1981 - 1991
Dee, Gosling & Company, CPA's 1979 - 1981
Skills
Accounting, Financial Reporting, Financial Analysis, Commercial Real Estate, SEC filings, Forecasting, Budgets, CPA, Strategic Financial..., Cash Flow, GAAP, General Ledger
Education
Coe College
Bachelor of Arts (BA), Business Administration
University of Iowa
Master of Business Administration (MBA)
Sowell & Co. February 2015 - Present
EXCO Resources, Inc. July 2014 - February 2015
EXCO Resources, Inc. November 2013 - June 2014
EXCO Resources, Inc. July 2010 - October 2013
Ability Global, LLC March 2009 - August 2010
Skills
Financial Analysis, Finance, Microsoft Excel, Problem Solving, Financial Modeling, Forecasting, Energy Derivatives, Investor Relations, Capital Markets, Strategic Planning, Hedging, Market Research, Business Strategy
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy
St. Edward's University 2006 — 2010
BBA, Finance
Millfield School 2004 — 2006
Advanced Level Studies, Business, Economics, Physical Education
Sowell & Co. April 2014 - Present
Colliers International January 2012 - April 2014
Benjamin Lurie Consulting March 2011 - December 2011
The Milestone Group September 2006 - March 2011
Morgan Stanley November 2000 - July 2004
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Portfolio Management, Asset Management, Strategic Planning, Investor Relations, Investments, Commercial Real Estate, Mergers & Acquisitions, Finance, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Management
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA, Finance, Strategy
Tulane University 1996 — 2000
BS, Finance, Management
Trinity Private Equity Group May 1999 - Present
Trinity Advisory Group May 1999 - Present
CFA Institute 2006 - 2013
Sowell & Co. November 1988 - September 1997
Bank of America August 1984 - November 1988
InterFirst Bank 1985 - 1986
Skills
Portfolio Management, Investments, Private Equity, Asset Management, Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Equities, Due Diligence, Asset Allocation, Capital Markets
Education
Southern Methodist University 1980 — 1984
bba, finance
Sowell & Co. October 2011 - Present
VeriQuest Private Capital, LP December 2005 - Present
Lehman Brothers 1996 - 2004
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Investment Management, Hedge Funds
Education
The University of Texas at Austin 1993 — 1995
MBA, Finance, General
The University of Texas at Austin 1988 — 1992
Bachelor of Arts (B.A.), Finance, General
Sowell & Co. July 2009 - Present
Sowell & Co. July 2001 - March 2010
Skills
Strategic Planning, Real Estate, Real Estate Transactions, Due Diligence, Real Estate Development, Short Sales, Business Development, Contract Negotiation, Residential Homes, Business Planning, New Business Development, Business Strategy, Private Equity
Education
Texas Tech University - Rawls College of Business 1987 — 1991
B.B.A., Accounting
Sowell & Co. April 2011 - Present
Pillar Hotels and Resorts (formerly Archon Hospitality) April 2008 - April 2011
Archon Group April 2008 - April 2011
Preferred Technology Solutions January 2005 - October 2007
Conroy Smith & Co May 2003 - August 2004
Education
Pace University 2000 — 2003
Sowell & Co. September 2011 - Present
Sowell & Co. August 2008 - September 2011
Spectrum Equity Investors February 2004 - May 2006
UBS Investment Bank July 2001 - January 2004
UBS Investment Bank July 1999 - June 2001
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA
Clemson University 1995 — 1999
Perfect Lens LLC 2012 - Present
Perfect IP,LLC 2012 - Present
SES Consulting Services, LLC 2010 - Present
Sowell & Co. July 1991 - Present
Johnson & Gibbs August 1981 - June 1991
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Litigation, Real Estate, Venture Capital, Corporate Governance, Securities, Real Estate Transactions, Restructuring, Joint Ventures, Legal Research, Corporate Finance, IPO, Start-ups, Corporate Development, Hedge Funds, Corporate Law, M&A experience, Leveraged Finance, Mergers, Acquisitions, Intellectual Property
Education
The Ohio State University 1970 — 1976
Juris Doctor (J.D.), Microbiology, General
Georgetown University
Biology, General
Atrium Corporation January 2013 - June 2015
Ethos Group 2010 - 2012
Greystone Commercial Services LP 2006 - 2010
Sowell & Co. 2004 - 2006
Squire Patton Boggs 1999 - 2004
Skills
Corporate Law, Real Estate, Document Review, Litigation, Due Diligence, Credit, Legal Research, Legal Writing, Litigation Support, Start-ups, Commercial Litigation, Contract Negotiation, Legal Documents, Legal Assistance
Education
El Centro College
Associate of Science (A.S.), Paralegal
Texas Tech University
Sowell & Co. January 2014 - April 2015
Rawls College of Business at Texas Tech University August 2008 - August 2013
Skills
PowerPoint, Teamwork, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Access, Microsoft Excel, Financial Modeling, Time Management, Corporate Finance, Research, Statistics, Economics, Public Speaking, Accounting, Valuation, Finance, Customer Service, Leadership, Commercial Real Estate, Land Acquisition, Real Estate, Land Development
Education
Texas Tech University 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General