Allegiance Capital
Industry: Capital market company
DescriptionFounded: 1998 Subsidiary: EquiCap Partners, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge Result Moved, closed, or was never hereReportAllegiance Capital CorporationWebsiteDirections Saved (0) Saved Save Investment bank in Lake Elmo, Minnesota Address: 3505 Kelvin Ave N, Lake Elmo, MN 55042 Phone: (651) 770-6211: Place name: : : : Hours: Category: : Website: : Website: http://allcapcorp.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Allegiance Capital Corporation Posting publicly on the Web Write a review Reviews Be the first to review
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Allegiance Capital Employees
Employee
Years
Job
Industry
Coyn Mateer Coyn Mateer's Allegiance Capital Experience February 2013 - September 2014
Job Associate at Allegiance Capital Corporation
Industry Financial Services
Experience
Allegiance Capital Corporation September 2014 - Present
Allegiance Capital February 2013 - September 2014
UA Culverhouse Investment Management Group August 2010 - December 2012
Allegiance Capital June 2012 - August 2012
Wells Fargo Advisors June 2011 - July 2011
Wells Fargo Advisors May 2010 - July 2010
About Thyme Catering August 2008 - May 2010
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Microsoft Excel, Presentations, Quantitative Risk..., Valuation, Team Building, Team Leadership, Analysis, Finance, Accounting, Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Structuring, Buyouts, Investment Banking, Oil & Gas Industry, Bloomberg Terminal
Education
University of Alabama 2008 — 2012
Finance and Accounting
Allegiance Capital Corporation September 2014 - Present
Allegiance Capital February 2013 - September 2014
UA Culverhouse Investment Management Group August 2010 - December 2012
Allegiance Capital June 2012 - August 2012
Wells Fargo Advisors June 2011 - July 2011
Wells Fargo Advisors May 2010 - July 2010
About Thyme Catering August 2008 - May 2010
Skills
Financial Modeling, Financial Analysis, Investments, Portfolio Management, Microsoft Excel, Presentations, Quantitative Risk..., Valuation, Team Building, Team Leadership, Analysis, Finance, Accounting, Mergers & Acquisitions, Private Equity, Corporate Finance, Financial Structuring, Buyouts, Investment Banking, Oil & Gas Industry, Bloomberg Terminal
Education
University of Alabama 2008 — 2012
Finance and Accounting
Mary Ann E.'s Allegiance Capital Experience July 2008 - February 2011
Job Marketing, Strategy, Competitive Intelligence, Market Research
Industry Information Technology and Services
Experience
Hewlett-Packard June 2013 - Present
The Brink's Company March 2012 - June 2013
Saxon Mortgage May 2011 - March 2012
Allegiance Capital July 2008 - February 2011
Countrywide Financial September 2005 - September 2006
Countrywide Financial-Balboa Insurance October 2000 - September 2005
Central & South West (AEP) July 1992 - August 2000
Skills
Competitive Analysis, Competitive Intelligence, Market Research, Market Analysis, Business Strategy, Analytics, Segmentation, Market Intelligence, Microsoft Office, Hoovers, OneSource, LexisNexis, Salesforce.com, Lead Generation, Marketing, Mergers & Acquisitions, SAS, SPSS, Capital IQ, SQL, Strategic Planning, Polk Automotive, Econometrics, Statistics, Product Analysis, Dunn & Bradstreet, Tableau, Campaign Performance..., Business Planning, CRM, Management, Project Management, Strategy
Education
Northwest Missouri State University
MBA, Mgmt
William Jewell College
BS, Business Mgmt. & Computer Science
Hewlett-Packard June 2013 - Present
The Brink's Company March 2012 - June 2013
Saxon Mortgage May 2011 - March 2012
Allegiance Capital July 2008 - February 2011
Countrywide Financial September 2005 - September 2006
Countrywide Financial-Balboa Insurance October 2000 - September 2005
Central & South West (AEP) July 1992 - August 2000
Skills
Competitive Analysis, Competitive Intelligence, Market Research, Market Analysis, Business Strategy, Analytics, Segmentation, Market Intelligence, Microsoft Office, Hoovers, OneSource, LexisNexis, Salesforce.com, Lead Generation, Marketing, Mergers & Acquisitions, SAS, SPSS, Capital IQ, SQL, Strategic Planning, Polk Automotive, Econometrics, Statistics, Product Analysis, Dunn & Bradstreet, Tableau, Campaign Performance..., Business Planning, CRM, Management, Project Management, Strategy
Education
Northwest Missouri State University
MBA, Mgmt
William Jewell College
BS, Business Mgmt. & Computer Science
Max Safavi, CPA, MBA's Allegiance Capital Experience 2012 - Present
Job CFO | COO I Corporate Development | Mergers | Acquisition Transactions | TURNING STRATEGY INTO BOTTOMLINE RESULTS
Industry Executive Office
Experience
Allegiance Capital 2012 - Present
IO Strategic Consulting, LLC 2010 - Present
EF Johnson Technologies Inc. 2007 - 2010
3e Technologies International Inc 2006 - 2007
EF Johnson Technologies Inc. 1999 - 2005
Microdyne 1997 - 1999
UNC, Inc. 1988 - 1997
PricewaterhouseCoopers 1983 - 1986
Skills
Financial Analysis, Business Strategy, Mergers, Financial Management, Strategic Planning, SEC reporting, Internal Controls, GAAP, Cash Management, Corporate Governance, Organizational..., Wireless, DCAA, Government Contracting, Encryption, Public Safety, Operations Optimization, Aviation, Defense, Restructuring, Forecasting, Start-ups, Due Diligence, Team Building, Operations Management, Program Management, Negotiation, Executive Management, Business Transactions, Change Management, Integration, Technology, Acquisition Integration, Turnaround Experience, Investor Relations, Budgeting, Process Improvement, Manufacturing, Risk Management, Team Leadership, P&L Management, Financial Reporting, Business Planning, CPA, Cost Management, Liquidity Management, Outsourcing, Road Show, Treasury Management, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
MBA
University of Pennsylvania - The Wharton School
BS in Economics
District of Columbia CPA
Certified Public Accountant (CPA)
Chapel Hill - Chauncy Hall School
High School
Allegiance Capital 2012 - Present
IO Strategic Consulting, LLC 2010 - Present
EF Johnson Technologies Inc. 2007 - 2010
3e Technologies International Inc 2006 - 2007
EF Johnson Technologies Inc. 1999 - 2005
Microdyne 1997 - 1999
UNC, Inc. 1988 - 1997
PricewaterhouseCoopers 1983 - 1986
Skills
Financial Analysis, Business Strategy, Mergers, Financial Management, Strategic Planning, SEC reporting, Internal Controls, GAAP, Cash Management, Corporate Governance, Organizational..., Wireless, DCAA, Government Contracting, Encryption, Public Safety, Operations Optimization, Aviation, Defense, Restructuring, Forecasting, Start-ups, Due Diligence, Team Building, Operations Management, Program Management, Negotiation, Executive Management, Business Transactions, Change Management, Integration, Technology, Acquisition Integration, Turnaround Experience, Investor Relations, Budgeting, Process Improvement, Manufacturing, Risk Management, Team Leadership, P&L Management, Financial Reporting, Business Planning, CPA, Cost Management, Liquidity Management, Outsourcing, Road Show, Treasury Management, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
MBA
University of Pennsylvania - The Wharton School
BS in Economics
District of Columbia CPA
Certified Public Accountant (CPA)
Chapel Hill - Chauncy Hall School
High School
Ihsan B. Kabir Ihsan B. Kabir's Allegiance Capital Experience June 2011 - August 2011
Job Business Development @ NewsCred
Industry Internet
Experience
NewsCred February 2015 - Present
SeedInvest 2014 - 2014
Seedinvest June 2013 - August 2013
Relationship Science June 2012 - August 2012
Allegiance Capital June 2011 - August 2011
The Daily Star, BD March 2009 - July 2010
Skills
Entrepreneurship, Economics, Public Speaking, Teamwork, Self-driven, Leadership, Motivation, Fundraising, Social Media, Event Planning, Business Development
Education
Cornell University 2010 — 2014
Bachelor's Degree, Physics, Economics
American International School/Dhaka Bangladesh 2005 — 2010
IB Diploma
NewsCred February 2015 - Present
SeedInvest 2014 - 2014
Seedinvest June 2013 - August 2013
Relationship Science June 2012 - August 2012
Allegiance Capital June 2011 - August 2011
The Daily Star, BD March 2009 - July 2010
Skills
Entrepreneurship, Economics, Public Speaking, Teamwork, Self-driven, Leadership, Motivation, Fundraising, Social Media, Event Planning, Business Development
Education
Cornell University 2010 — 2014
Bachelor's Degree, Physics, Economics
American International School/Dhaka Bangladesh 2005 — 2010
IB Diploma
Steven Nigro Steven Nigro's Allegiance Capital Experience August 2011 - September 2012
Job Managing Partner at TAG Financial Institutions Group
Industry Investment Banking
Experience
TAG Financial Institutions Group September 2012 - Present
Maiden Reinsurance June 2007 - Present
Allegiance Capital August 2011 - September 2012
Pfife Hudson Group, Inc June 2005 - April 2011
Hales and Company March 1998 - June 2002
Tower Group Companies 1995 - 1998
Cantor Fitzgerald 1993 - 1994
OTA Limited Partnership (Formally Ocwen Trading Inc) 1988 - 1993
EF Hutton 1985 - 1987
EF Hutton 1985 - 1987
Skills
Investment Banking, Financial Structuring, Insurance, Private Equity, Finance, Financial Analysis, Risk Management, Underwriting, Hedge Funds, Investments, Capital Markets, Mergers, Financial Services
Education
University at Albany, SUNY 1978 — 1982
TAG Financial Institutions Group September 2012 - Present
Maiden Reinsurance June 2007 - Present
Allegiance Capital August 2011 - September 2012
Pfife Hudson Group, Inc June 2005 - April 2011
Hales and Company March 1998 - June 2002
Tower Group Companies 1995 - 1998
Cantor Fitzgerald 1993 - 1994
OTA Limited Partnership (Formally Ocwen Trading Inc) 1988 - 1993
EF Hutton 1985 - 1987
EF Hutton 1985 - 1987
Skills
Investment Banking, Financial Structuring, Insurance, Private Equity, Finance, Financial Analysis, Risk Management, Underwriting, Hedge Funds, Investments, Capital Markets, Mergers, Financial Services
Education
University at Albany, SUNY 1978 — 1982
Andrew Dempsey's Allegiance Capital Experience February 2004 - May 2005
Job Managing Director at Easterly Capital
Industry Investment Management
Experience
Easterly Capital May 2014 - Present
Fortress Investment Group January 2013 - April 2014
Fortress Investment Group May 2005 - December 2012
Allegiance Capital February 2004 - May 2005
SEI July 2001 - February 2004
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Capital Markets, Fixed Income, Asset Management, Corporate Finance, Portfolio Management, Venture Capital, Investor Relations
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.) in Economics and Finance, Second Major in Mathematics
Easterly Capital May 2014 - Present
Fortress Investment Group January 2013 - April 2014
Fortress Investment Group May 2005 - December 2012
Allegiance Capital February 2004 - May 2005
SEI July 2001 - February 2004
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Capital Markets, Fixed Income, Asset Management, Corporate Finance, Portfolio Management, Venture Capital, Investor Relations
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.) in Economics and Finance, Second Major in Mathematics
Brent Earles Brent Earles's Allegiance Capital Experience September 2008 - Present
Job ✭ Trusted M&A and Financial Advisor | Investment Banking | Selling companies for maximum value ........ Let's connect!
Industry Investment Banking
Experience
Allegiance Capital September 2008 - Present
Savvy January 2001 - Present
Wow Media Networks 2000 - 2001
Agency.com / Omnicom 1997 - 2000
Sprint 1994 - 1997
Cerner Corporation 1988 - 1994
Skills
Marketing Strategy, Strategic Planning, Private Equity, Strategic Partnerships, Corporate Development, Capital, Business Strategy, Mergers, Corporate Finance, Investments, Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Development, Selling Businesses, Acquisitions, Contract Negotiation, M&A Negotiations, Consumer Products, Luxury Brand Marketing, Strategic Financial..., Venture Capital, Business Planning, Entrepreneurship, Strategy, Executive Management, Marketing, Finance, Brand Development, Leadership, Start-ups, SaaS, Management, Budgets, Due Diligence, Small Business, Advertising, Enterprise Software, Sales, Consulting, Competitive Analysis, Portfolio Management, Valuation, Management Consulting, Private Placements, Asset Management, Banking, Business Valuation, Financial Structuring
Education
Calvary Theological Seminary (Open Door College)
Emory University - Goizueta Business School
Northwestern University - Kellogg School of Management
Southern Methodist University - Cox School of Business
University of Missouri-Columbia
Allegiance Capital September 2008 - Present
Savvy January 2001 - Present
Wow Media Networks 2000 - 2001
Agency.com / Omnicom 1997 - 2000
Sprint 1994 - 1997
Cerner Corporation 1988 - 1994
Skills
Marketing Strategy, Strategic Planning, Private Equity, Strategic Partnerships, Corporate Development, Capital, Business Strategy, Mergers, Corporate Finance, Investments, Investment Banking, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Development, Selling Businesses, Acquisitions, Contract Negotiation, M&A Negotiations, Consumer Products, Luxury Brand Marketing, Strategic Financial..., Venture Capital, Business Planning, Entrepreneurship, Strategy, Executive Management, Marketing, Finance, Brand Development, Leadership, Start-ups, SaaS, Management, Budgets, Due Diligence, Small Business, Advertising, Enterprise Software, Sales, Consulting, Competitive Analysis, Portfolio Management, Valuation, Management Consulting, Private Placements, Asset Management, Banking, Business Valuation, Financial Structuring
Education
Calvary Theological Seminary (Open Door College)
Emory University - Goizueta Business School
Northwestern University - Kellogg School of Management
Southern Methodist University - Cox School of Business
University of Missouri-Columbia
Joel Bartlow's Allegiance Capital Experience August 2011 - December 2011
Job Funding & Liquidity Risk Specialist at Federal Reserve Bank of NY
Industry Banking
Experience
Federal Reserve Bank of New York July 2012 - Present
Allegiance Capital August 2011 - December 2011
General Motors June 2011 - August 2011
Clearwater Capital Partners May 2011 - June 2011
Fidelity Investments June 2009 - August 2010
The Vant Group March 2008 - August 2008
Skills
Financial Modeling, Accounting, Fixed Income Analysis, M&A Analysis, Microsoft Excel, Equity Valuation, Capital Budgeting, Corporate Finance, Buy-side, Business Development, Private Equity, Investments, Valuation, M&A analysis, Process Improvement, Due Diligence, Market Research, Finance, Portfolio Management
Education
Purdue University - Krannert School of Management 2010 — 2012
MBA, Finance
GISMA Business School 2011 — 2011
MBA Study Abroad in Germany
Санкт-Петербургский Государственный Инженерно-Экономический Университет 2007 — 2008
Study Abroad, Russian Language
Thomas Edison State College
BSBA, Finance
Federal Reserve Bank of New York July 2012 - Present
Allegiance Capital August 2011 - December 2011
General Motors June 2011 - August 2011
Clearwater Capital Partners May 2011 - June 2011
Fidelity Investments June 2009 - August 2010
The Vant Group March 2008 - August 2008
Skills
Financial Modeling, Accounting, Fixed Income Analysis, M&A Analysis, Microsoft Excel, Equity Valuation, Capital Budgeting, Corporate Finance, Buy-side, Business Development, Private Equity, Investments, Valuation, M&A analysis, Process Improvement, Due Diligence, Market Research, Finance, Portfolio Management
Education
Purdue University - Krannert School of Management 2010 — 2012
MBA, Finance
GISMA Business School 2011 — 2011
MBA Study Abroad in Germany
Санкт-Петербургский Государственный Инженерно-Экономический Университет 2007 — 2008
Study Abroad, Russian Language
Thomas Edison State College
BSBA, Finance
Shane Mahmood Shane Mahmood's Allegiance Capital Experience December 2011 - Present
Job Vice President at Allegiance Capital
Industry Banking
Experience
Allegiance Capital December 2011 - Present
US Army November 2004 - March 2008
Skills
Strategic Planning, Negotiation, Mergers, Customer Service, Financial Analysis, Sales Management, Mergers & Acquisitions, Contract Negotiation, Team Leadership, Marketing, Social Media, Risk Management, Acquisitions, Due Diligence, Strategic Financial..., Leadership, Sales, Operations Management, Change Management, Business Planning, Team Building, Financial Modeling, Start-ups, Executive Management, Project Management, Valuation, Forecasting, Management Consulting, Budgets, Manufacturing, Process Improvement, Marketing Strategy, Investments, Public Speaking, Financial Reporting, Finance, Business Development, New Business Development, Corporate Finance, Business Strategy, Program Management, Private Equity, Management, Small Business, Real Estate, CRM, Accounting, Portfolio Management, Retail, Entrepreneurship
Education
Cameron University
Allegiance Capital December 2011 - Present
US Army November 2004 - March 2008
Skills
Strategic Planning, Negotiation, Mergers, Customer Service, Financial Analysis, Sales Management, Mergers & Acquisitions, Contract Negotiation, Team Leadership, Marketing, Social Media, Risk Management, Acquisitions, Due Diligence, Strategic Financial..., Leadership, Sales, Operations Management, Change Management, Business Planning, Team Building, Financial Modeling, Start-ups, Executive Management, Project Management, Valuation, Forecasting, Management Consulting, Budgets, Manufacturing, Process Improvement, Marketing Strategy, Investments, Public Speaking, Financial Reporting, Finance, Business Development, New Business Development, Corporate Finance, Business Strategy, Program Management, Private Equity, Management, Small Business, Real Estate, CRM, Accounting, Portfolio Management, Retail, Entrepreneurship
Education
Cameron University
Jessica Lonsdale's Allegiance Capital Experience January 2013 - June 2013
Job Freelance Copywriter and Inbound Marketing Specialist
Industry Writing and Editing
Experience
RUNNER Agency January 2014 - Present
Allegiance Capital January 2013 - June 2013
Allegiance Capital April 2011 - January 2013
The Law Office of R. Stephen McNally June 2010 - December 2010
Travis County District Attorney's Office March 2006 - June 2008
Skills
Legal Writing, Business Development, Social Media, Corporate Communications, Business Writing, Blogging, Article Creation, Online Communications, Marketing, Social Media..., Editing, Report Writing, Financial Services..., Mergers and..., Web Content, Content Writing, Social Media Marketing, CRM, Strategic Communications, Management
Education
The University of Texas School of Law 2005 — 2008
Juris Doctor
Vanderbilt University 1999 — 2003
BA, English, Mathematics, Theatre
RUNNER Agency January 2014 - Present
Allegiance Capital January 2013 - June 2013
Allegiance Capital April 2011 - January 2013
The Law Office of R. Stephen McNally June 2010 - December 2010
Travis County District Attorney's Office March 2006 - June 2008
Skills
Legal Writing, Business Development, Social Media, Corporate Communications, Business Writing, Blogging, Article Creation, Online Communications, Marketing, Social Media..., Editing, Report Writing, Financial Services..., Mergers and..., Web Content, Content Writing, Social Media Marketing, CRM, Strategic Communications, Management
Education
The University of Texas School of Law 2005 — 2008
Juris Doctor
Vanderbilt University 1999 — 2003
BA, English, Mathematics, Theatre
Craig Stanley, CFA Craig Stanley, CFA's Allegiance Capital Experience April 2002 - January 2007
Job Managing Director, Terra Partners Group
Industry Financial Services
Experience
Terra Partners Group, Ltd. July 2009 - Present
Pillar Capital Management March 2009 - July 2009
Strategic Capital Management February 2007 - March 2008
Allegiance Capital April 2002 - January 2007
Manning & Napier Advisors June 2001 - April 2002
Prudential Securities May 1998 - April 2001
Nagano Prefectural Board of Education July 1993 - July 1996
Skills
Investment Management, Hedge Funds, Equities, Adobe Creative Suite, Fixed Income, Portfolio Management, Asset Managment, Frontier Markets, Capital Development, Investments
Education
University of Colorado Boulder 1997 — 1998
Graduate Studies, Japanese
New York University 1991 — 1993
B.A., Politics, 3.89
Terra Partners Group, Ltd. July 2009 - Present
Pillar Capital Management March 2009 - July 2009
Strategic Capital Management February 2007 - March 2008
Allegiance Capital April 2002 - January 2007
Manning & Napier Advisors June 2001 - April 2002
Prudential Securities May 1998 - April 2001
Nagano Prefectural Board of Education July 1993 - July 1996
Skills
Investment Management, Hedge Funds, Equities, Adobe Creative Suite, Fixed Income, Portfolio Management, Asset Managment, Frontier Markets, Capital Development, Investments
Education
University of Colorado Boulder 1997 — 1998
Graduate Studies, Japanese
New York University 1991 — 1993
B.A., Politics, 3.89
Larry Benedetto's Allegiance Capital Experience March 2006 - December 2007
Job Director of Investment Performance & Analysis at Brandywine Global
Industry Investment Management
Experience
Brandywine Global April 2008 - Present
Allegiance Capital March 2006 - December 2007
Evergreen Investments 2002 - March 2006
Offitbank (Wealth Management Division of Wachovia Bank) 1992 - 2002
Skills
Bloomberg, Fixed Income, Fixed income Attribution, Risk Analytics, Wilshire Axiom, Eagle PACE, Proprietary Systems, Scenario Analysis, Portfolio Performance..., Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Equities, Valuation, Portfolio Management
Education
Bucknell University 1987 — 1991
BS in Business Administration, Business and Finance
Brandywine Global April 2008 - Present
Allegiance Capital March 2006 - December 2007
Evergreen Investments 2002 - March 2006
Offitbank (Wealth Management Division of Wachovia Bank) 1992 - 2002
Skills
Bloomberg, Fixed Income, Fixed income Attribution, Risk Analytics, Wilshire Axiom, Eagle PACE, Proprietary Systems, Scenario Analysis, Portfolio Performance..., Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Equities, Valuation, Portfolio Management
Education
Bucknell University 1987 — 1991
BS in Business Administration, Business and Finance
Greg Beltzer Greg Beltzer's Allegiance Capital Experience August 2012 - March 2013
Job Sr Vice President of IT at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group March 2013 - Present
Allegiance Capital August 2012 - March 2013
Sevin Rosen Funds April 2001 - December 2012
Fidelity Investments 1996 - 2001
Hastings Entertainment 1992 - 1995
Skills
Venture Capital, Information Technology, Information Management, VMware, investran, Interaction, Documentum, Microsoft Exchange, Microsoft SQL Server, Private Equity, Investment Research, HTML, ColdFusion, .NET, Mergers & Acquisitions, Team Leadership, Technically Competent, Investran, Enterprise Software, Cloud Computing
Education
Texas A&M University 1991 — 1995
BA
Williams Financial Group March 2013 - Present
Allegiance Capital August 2012 - March 2013
Sevin Rosen Funds April 2001 - December 2012
Fidelity Investments 1996 - 2001
Hastings Entertainment 1992 - 1995
Skills
Venture Capital, Information Technology, Information Management, VMware, investran, Interaction, Documentum, Microsoft Exchange, Microsoft SQL Server, Private Equity, Investment Research, HTML, ColdFusion, .NET, Mergers & Acquisitions, Team Leadership, Technically Competent, Investran, Enterprise Software, Cloud Computing
Education
Texas A&M University 1991 — 1995
BA
Sharon Goldberg Sharon Goldberg's Allegiance Capital Experience August 2001 - November 2008
Job Chief Compliance Officer at First Quadrant
Industry Investment Management
Experience
First Quadrant May 2010 - September 2011
ComplianceWorks, Inc September 2009 - May 2010
Allegiance Capital August 2001 - November 2008
Pacific Life Insurance Company 1985 - 2001
Education
Chapman University 2000 — 2001
First Quadrant May 2010 - September 2011
ComplianceWorks, Inc September 2009 - May 2010
Allegiance Capital August 2001 - November 2008
Pacific Life Insurance Company 1985 - 2001
Education
Chapman University 2000 — 2001
Katherine Kirkpatrick Katherine Kirkpatrick's Allegiance Capital Experience January 2010 - August 2011
Job Social Media Marketing, Advisor to Entrepreneurs, Veterans Advocate
Industry Financial Services
Experience
First Command Financial Services August 2011 - Present
Twin Star Farms 2006 - 2015
Allegiance Capital January 2010 - August 2011
PrimeRevenue February 2009 - May 2009
Quadrem (now owned by SAP) March 2006 - January 2009
Quadrem (now owned by SAP) July 2003 - March 2006
bTrade 2000 - 2001
Autonomy (formerly Teknekron Infoswitch and etalk) 1995 - 2000
National Mining Association 1992 - 1994
IBM 1990 - 1992
Skills
Marketing Communications, Strategy, Social Media Marketing, Digital Marketing, Media Relations, Public Relations, Social Media, Corporate Communications, Marketing Strategy, Online Marketing, Small Business, Management, Advertising, Social Networking, Strategic Partnerships, Marketing, Strategic Planning, Entrepreneurship, Leadership
Education
Texas A&M University 1986 — 1991
BA, MA (22 hours)
Leadership America Class of 2006 2006 — 2006
First Command Financial Services August 2011 - Present
Twin Star Farms 2006 - 2015
Allegiance Capital January 2010 - August 2011
PrimeRevenue February 2009 - May 2009
Quadrem (now owned by SAP) March 2006 - January 2009
Quadrem (now owned by SAP) July 2003 - March 2006
bTrade 2000 - 2001
Autonomy (formerly Teknekron Infoswitch and etalk) 1995 - 2000
National Mining Association 1992 - 1994
IBM 1990 - 1992
Skills
Marketing Communications, Strategy, Social Media Marketing, Digital Marketing, Media Relations, Public Relations, Social Media, Corporate Communications, Marketing Strategy, Online Marketing, Small Business, Management, Advertising, Social Networking, Strategic Partnerships, Marketing, Strategic Planning, Entrepreneurship, Leadership
Education
Texas A&M University 1986 — 1991
BA, MA (22 hours)
Leadership America Class of 2006 2006 — 2006
Anton Dokov Anton Dokov's Allegiance Capital Experience February 2012 - December 2012
Job Budgetary Management and Analytics
Industry Pharmaceuticals
Experience
AbbVie October 2014 - Present
AbbVie March 2013 - September 2014
Allegiance Capital February 2012 - December 2012
Bulgarian National Bank May 2010 - July 2010
Skills
Finance, Due Diligence, Financial Markets, Analysis, Capital IQ, Venture Capital, Valuation, Stata, Bloomberg, LBO, Securities, Capital Structure, Financial Statement..., M&A experience, Financial Modeling, Middle Market, Pitch Books, Industry Research, DCF Valuation, Deal Execution, Company Valuation, M&A Modeling, Leveraged Finance, M&A analysis
Education
Northwestern University 2015 — 2017
Master's degree, Analytics and Business Intelligence
Loyola University of Chicago 2010 — 2012
BBA, Finance, GPA: 3.74 Major GPA: 4.00
AbbVie October 2014 - Present
AbbVie March 2013 - September 2014
Allegiance Capital February 2012 - December 2012
Bulgarian National Bank May 2010 - July 2010
Skills
Finance, Due Diligence, Financial Markets, Analysis, Capital IQ, Venture Capital, Valuation, Stata, Bloomberg, LBO, Securities, Capital Structure, Financial Statement..., M&A experience, Financial Modeling, Middle Market, Pitch Books, Industry Research, DCF Valuation, Deal Execution, Company Valuation, M&A Modeling, Leveraged Finance, M&A analysis
Education
Northwestern University 2015 — 2017
Master's degree, Analytics and Business Intelligence
Loyola University of Chicago 2010 — 2012
BBA, Finance, GPA: 3.74 Major GPA: 4.00
Don Uber Don Uber's Allegiance Capital Experience 2010 - 2012
Job Senior VP, Investor Relations at Tri Global Energy
Industry Renewables & Environment
Experience
Tri Global Energy, LLC January 2014 - Present
TOFF - Artlux August 2013 - December 2013
Mercury Communication Services, Inc. September 2012 - August 2013
Allegiance Capital 2010 - 2012
LPL Financial 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Edward Jones 2002 - 2006
American Airlines 1985 - 2002
Skills
Mergers, Telecommunications, Series 7, Management, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Retirement Planning, Mutual Funds, Sales Management, New Business Development, Strategic Financial..., Asset Managment, Wealth Management, Loans, Sales, Estate Planning, Valuation, Due Diligence, Mergers & Acquisitions, Securities, Asset Management, Finance, Selling, Strategy, Business Development
Education
The University of Texas at Arlington - College of Business Administration
Business Administration, Marketing
Tri Global Energy, LLC January 2014 - Present
TOFF - Artlux August 2013 - December 2013
Mercury Communication Services, Inc. September 2012 - August 2013
Allegiance Capital 2010 - 2012
LPL Financial 2008 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Edward Jones 2002 - 2006
American Airlines 1985 - 2002
Skills
Mergers, Telecommunications, Series 7, Management, Investments, Strategic Planning, Financial Modeling, Financial Analysis, Retirement Planning, Mutual Funds, Sales Management, New Business Development, Strategic Financial..., Asset Managment, Wealth Management, Loans, Sales, Estate Planning, Valuation, Due Diligence, Mergers & Acquisitions, Securities, Asset Management, Finance, Selling, Strategy, Business Development
Education
The University of Texas at Arlington - College of Business Administration
Business Administration, Marketing
Christian Wolford's Allegiance Capital Experience August 2013 - Present
Job Senior Vice President Allegiance Capital Corporation Investment Banking | Mergers & Acquisitions | Corporate Finance
Industry Investment Banking
Experience
Allegiance Capital August 2013 - Present
The Miller Group January 2013 - June 2013
The Miller Group January 2007 - December 2012
Miller Capital Markets, LLC January 2007 - December 2012
Marcus & Millichap September 2005 - December 2006
W.J. Bradley Mortgage Capital, LLC 2004 - July 2005
FactSet 2004 - December 2004
Arizona State University September 2002 - May 2004
Morgan Stanley January 2000 - 2002
John Hancock Financial Services January 1998 - 2000
Skills
Investment Banking, Private Equity, Venture Capital, Business Development, Broker-Dealer Compliance, Mergers, Acquisitions, Capital Markets, Private Placements, Management Consulting, Due Diligence, Research, Business Writing, Financial Modeling, Financial Analysis, Financial Advisory, Company Valuation, Enterprise Valuation, DCF Valuation, Business Strategy, Analytic Thinking, Commercial Real Estate..., Equities, Mergers & Acquisitions, Business Valuation, Finance, Corporate Finance, Corporate Development, Valuation, Investments, Divestitures, IPO, LBO, Leveraged Finance, Restructuring, Financial Structuring, Capital Raising, Structured Finance, Capital, Investor Relations, Acquisition Integration, Deal Sourcing, Funding, Financial Services, Strategy, M&A experience
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Finance
Millersville University of Pennsylvania
Bachelor's Degree, Business Administration - Marketing
Allegiance Capital August 2013 - Present
The Miller Group January 2013 - June 2013
The Miller Group January 2007 - December 2012
Miller Capital Markets, LLC January 2007 - December 2012
Marcus & Millichap September 2005 - December 2006
W.J. Bradley Mortgage Capital, LLC 2004 - July 2005
FactSet 2004 - December 2004
Arizona State University September 2002 - May 2004
Morgan Stanley January 2000 - 2002
John Hancock Financial Services January 1998 - 2000
Skills
Investment Banking, Private Equity, Venture Capital, Business Development, Broker-Dealer Compliance, Mergers, Acquisitions, Capital Markets, Private Placements, Management Consulting, Due Diligence, Research, Business Writing, Financial Modeling, Financial Analysis, Financial Advisory, Company Valuation, Enterprise Valuation, DCF Valuation, Business Strategy, Analytic Thinking, Commercial Real Estate..., Equities, Mergers & Acquisitions, Business Valuation, Finance, Corporate Finance, Corporate Development, Valuation, Investments, Divestitures, IPO, LBO, Leveraged Finance, Restructuring, Financial Structuring, Capital Raising, Structured Finance, Capital, Investor Relations, Acquisition Integration, Deal Sourcing, Funding, Financial Services, Strategy, M&A experience
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
Master of Business Administration (MBA), Finance
Millersville University of Pennsylvania
Bachelor's Degree, Business Administration - Marketing
Brad Curtis Brad Curtis's Allegiance Capital Experience April 2010 - July 2012
Job Managing Director at The Peakstone Group
Industry Investment Banking
Experience
The Peakstone Group September 2012 - Present
Allegiance Capital April 2010 - July 2012
WI Capital Partners 2006 - March 2010
Hilco 2002 - 2006
Congressman Sam Johnon 1994 - 1997
Skills
Mergers, Private Equity, Financial Modeling, Investment Banking, Valuation, Entrepreneurship, LBO, Financial Services, M, Capital Markets, Corporate Finance, Competitive Analysis, Corporate Development, Leveraged Finance, Divestitures, Equities, Capital Raising, Business Strategy, Mezzanine, Growth Capital, Acquisition Integration, Middle Market, Buyouts, Asset Management, Due Diligence, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance, Graduate with Honors 3.5 GPA with working full-time
Brown University 1988 — 1992
Modern American History, Political science
The Peakstone Group September 2012 - Present
Allegiance Capital April 2010 - July 2012
WI Capital Partners 2006 - March 2010
Hilco 2002 - 2006
Congressman Sam Johnon 1994 - 1997
Skills
Mergers, Private Equity, Financial Modeling, Investment Banking, Valuation, Entrepreneurship, LBO, Financial Services, M, Capital Markets, Corporate Finance, Competitive Analysis, Corporate Development, Leveraged Finance, Divestitures, Equities, Capital Raising, Business Strategy, Mezzanine, Growth Capital, Acquisition Integration, Middle Market, Buyouts, Asset Management, Due Diligence, Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance, Graduate with Honors 3.5 GPA with working full-time
Brown University 1988 — 1992
Modern American History, Political science
Adam Goodman Adam Goodman's Allegiance Capital Experience January 2013 - April 2015
Job Business Development Director at ansarada Virtual Data Rooms designed for M&A | Data Rooms | M&A | Investment Banking
Industry Investment Banking
Experience
ansarada May 2015 - Present
Allegiance Capital January 2013 - April 2015
Axial (backed by Comcast Ventures, Redpoint Ventures, First Round Capital) 2011 - 2013
Madison Square Garden 2009 - 2010
JHP - Jewish Heritage Program 2005 - 2009
SportsNet New York 2008 - 2008
Skills
Strategic Partnerships, Social Media, Mergers & Acquisitions, Sales, Start-ups, Business Development, Strategy, Leadership, Social Media Marketing, Entrepreneurship, Digital Media, Marketing Strategy, Financial Modeling, Competitive Analysis
Education
Binghamton University
ansarada May 2015 - Present
Allegiance Capital January 2013 - April 2015
Axial (backed by Comcast Ventures, Redpoint Ventures, First Round Capital) 2011 - 2013
Madison Square Garden 2009 - 2010
JHP - Jewish Heritage Program 2005 - 2009
SportsNet New York 2008 - 2008
Skills
Strategic Partnerships, Social Media, Mergers & Acquisitions, Sales, Start-ups, Business Development, Strategy, Leadership, Social Media Marketing, Entrepreneurship, Digital Media, Marketing Strategy, Financial Modeling, Competitive Analysis
Education
Binghamton University
Eric Frei, CMT's Allegiance Capital Experience January 2001 - December 2007
Job
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Huntington State Beach June 1991 - Present
Macquarie Bank December 2007 - April 2011
Allegiance Capital January 2001 - December 2007
Allegiance Capital July 1999 - December 2001
CNA Trust 1997 - 1999
Bruno Mack and Barclay 1995 - 1996
Skills
Fixed Income, Bonds, Trading, Portfolio Management, Technical Analysis, Capital Markets, Bloomberg, Mutual Funds, Electronic Trading, Investments, Commodity, Financial Markets, Risk Management, Equities
Education
University of California, San Diego 1993 — 1996
Management Science Minor Engineering Mechanics, Quantitative Economics
CMTi
Delaware Investments, a member of the Macquarie Group April 2011 - Present
Huntington State Beach June 1991 - Present
Macquarie Bank December 2007 - April 2011
Allegiance Capital January 2001 - December 2007
Allegiance Capital July 1999 - December 2001
CNA Trust 1997 - 1999
Bruno Mack and Barclay 1995 - 1996
Skills
Fixed Income, Bonds, Trading, Portfolio Management, Technical Analysis, Capital Markets, Bloomberg, Mutual Funds, Electronic Trading, Investments, Commodity, Financial Markets, Risk Management, Equities
Education
University of California, San Diego 1993 — 1996
Management Science Minor Engineering Mechanics, Quantitative Economics
CMTi
Duke Whang's Allegiance Capital Experience April 1999 - September 2000
Job Software Engineer at Google
Industry Computer Software
Experience
Google December 2014 - Present
UCLA March 2013 - Present
Palantir Technologies December 2012 - October 2013
Barra October 2000 - August 2002
Allegiance Capital April 1999 - September 2000
Skills
Fixed Income, Financial Modeling, Portfolio Management, R, Asset Managment, Investments, Matlab, Machine Learning, Quantitative Finance, Monte Carlo Simulation, Strategy, Mathematica, Mathematical Modeling, Numerical Analysis, LaTeX, Statistics, Algorithms, Quantitative Analytics, Product Development, Python, Linux
Education
University of California, Los Angeles
Ph.D., Economics
University of Chicago 1992 — 1994
Master's degree, Computer Science
California Institute of Technology 1988 — 1992
Bachelor's degree, Mathematics and Economics (double major)
Google December 2014 - Present
UCLA March 2013 - Present
Palantir Technologies December 2012 - October 2013
Barra October 2000 - August 2002
Allegiance Capital April 1999 - September 2000
Skills
Fixed Income, Financial Modeling, Portfolio Management, R, Asset Managment, Investments, Matlab, Machine Learning, Quantitative Finance, Monte Carlo Simulation, Strategy, Mathematica, Mathematical Modeling, Numerical Analysis, LaTeX, Statistics, Algorithms, Quantitative Analytics, Product Development, Python, Linux
Education
University of California, Los Angeles
Ph.D., Economics
University of Chicago 1992 — 1994
Master's degree, Computer Science
California Institute of Technology 1988 — 1992
Bachelor's degree, Mathematics and Economics (double major)
Angel Mahmood's Allegiance Capital Experience August 2007 - Present
Job Vice President at Allegiance Capital Corp
Industry Investment Banking
Experience
Allegiance Capital August 2007 - Present
Education
Barnard College 2000 — 2004
Columbia University in the City of New York
Allegiance Capital August 2007 - Present
Education
Barnard College 2000 — 2004
Columbia University in the City of New York
Alonzo Quintana's Allegiance Capital Experience 2000 - 2007
Job Vice President Trust operations at RMG Consulting/Bank of the West
Industry Financial Services
Experience
State Street January 2014 - February 2014
Wells Fargo Wealth Management Investment and Fiduciary Services February 2012 - January 2013
Self Employed February 2008 - February 2012
Bank of the West August 2007 - February 2008
Allegiance Capital 2000 - 2007
Skills
Fixed Income, CMBS, Microsoft Office, ABS, Policy, Strategic Planning, Customer Service, Team Building, Process Improvement, Problem Solving, Word, Change Management, Operations Management, Coaching, Bonds, Hedge Funds, Securities, Investments, Mutual Funds, Banking, Strategic Financial..., Investment Strategies, Insurance, Asset Management, Series 7, Bloomberg, Derivatives, Trading, Equities, Microsoft Word, Settlement, Capital Markets, Asset Allocation, Alternative Investments, Bloomberg Terminal, Investment Management, Financial Modeling, Financial Markets, Investment Advisory, Valuation, Investment Banking, Wealth Management, Trading Systems, Financial Services, Back Office, Private Equity, Credit Analysis, Risk Management, Financial Analysis, Corporate Finance
Education
University of Phoenix 1995 — 1998
Business Admin
State Street January 2014 - February 2014
Wells Fargo Wealth Management Investment and Fiduciary Services February 2012 - January 2013
Self Employed February 2008 - February 2012
Bank of the West August 2007 - February 2008
Allegiance Capital 2000 - 2007
Skills
Fixed Income, CMBS, Microsoft Office, ABS, Policy, Strategic Planning, Customer Service, Team Building, Process Improvement, Problem Solving, Word, Change Management, Operations Management, Coaching, Bonds, Hedge Funds, Securities, Investments, Mutual Funds, Banking, Strategic Financial..., Investment Strategies, Insurance, Asset Management, Series 7, Bloomberg, Derivatives, Trading, Equities, Microsoft Word, Settlement, Capital Markets, Asset Allocation, Alternative Investments, Bloomberg Terminal, Investment Management, Financial Modeling, Financial Markets, Investment Advisory, Valuation, Investment Banking, Wealth Management, Trading Systems, Financial Services, Back Office, Private Equity, Credit Analysis, Risk Management, Financial Analysis, Corporate Finance
Education
University of Phoenix 1995 — 1998
Business Admin
Kieran Pinney's Allegiance Capital Experience December 2011 - December 2012
Job Principal at TAG Financial Institutions Group
Industry Investment Banking
Experience
TAG Financial Institutions Group December 2012 - Present
Retail Gaming Solutions June 2011 - Present
Allegiance Capital December 2011 - December 2012
Franklin Hamilton August 2002 - November 2011
Skills
Private Equity, Mergers, Acquisitions, Investment Banking, Debt & Equity Capital..., Valuation, Sales&Marketing, Financial Services, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Investments, LBO
Education
Saint Lawrence University 1998 — 2002
BA, Economics, Computer Science
The Loomis Chaffee School 1994 — 1998
TAG Financial Institutions Group December 2012 - Present
Retail Gaming Solutions June 2011 - Present
Allegiance Capital December 2011 - December 2012
Franklin Hamilton August 2002 - November 2011
Skills
Private Equity, Mergers, Acquisitions, Investment Banking, Debt & Equity Capital..., Valuation, Sales&Marketing, Financial Services, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Investments, LBO
Education
Saint Lawrence University 1998 — 2002
BA, Economics, Computer Science
The Loomis Chaffee School 1994 — 1998
Andy Huang, CFA's Allegiance Capital Experience October 2005 - November 2006
Job Senior Investment Analyst Automobile Club of Southern California
Industry Insurance
Experience
Automobile Club of Southern California October 2014 - Present
Toyota Motor Sales July 2011 - October 2014
Payden & Rygel April 2007 - July 2011
Allegiance Capital October 2005 - November 2006
PIMCO January 2004 - July 2005
PIMCO April 2000 - January 2004
Wilshire Associates July 1999 - April 2000
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Asset Allocation, Mutual Funds, Bonds, Securities, Risk Management, Trading, Analysis, Financial Markets, Strategy, Economics, Asset Managment, Pensions, Treasury Management
Education
University of Southern California - Marshall School of Business 2007 — 2009
Masters, Business Administration
University of California, Los Angeles 1994 — 1999
Bachelor of Arts, Economics
Automobile Club of Southern California October 2014 - Present
Toyota Motor Sales July 2011 - October 2014
Payden & Rygel April 2007 - July 2011
Allegiance Capital October 2005 - November 2006
PIMCO January 2004 - July 2005
PIMCO April 2000 - January 2004
Wilshire Associates July 1999 - April 2000
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Asset Allocation, Mutual Funds, Bonds, Securities, Risk Management, Trading, Analysis, Financial Markets, Strategy, Economics, Asset Managment, Pensions, Treasury Management
Education
University of Southern California - Marshall School of Business 2007 — 2009
Masters, Business Administration
University of California, Los Angeles 1994 — 1999
Bachelor of Arts, Economics
Audrey Blair's Allegiance Capital Experience July 2003 - December 2006
Job CRM Director at Eastridge
Industry Information Technology and Services
Experience
Eastridge July 2012 - Present
UpShift Consulting Group 2007 - 2012
Allegiance Capital July 2003 - December 2006
Lexnet Consulting Group 2000 - 2001
Global Reservation Systems 1999 - 2000
Darryl Scotti & Associates 1998 - 1999
Hale Koa Hotel 1995 - 1998
Skills
Microsoft CRM, CRM Integration, Scribe, Training, Public Speaking, Technical Training, Microsoft Office, Business Analysis, Business Development, Business Process, Business Process..., Sales Process, Sales, Project Planning, Project Management, SQL, Program Management, Cloud Computing, SaaS, Leadership, CRM
Education
California State University-Long Beach 2004 — 2006
Bachelor’s Degree, Management Information Systems and Services
The Ohio State University 1989 — 1992
Eastridge July 2012 - Present
UpShift Consulting Group 2007 - 2012
Allegiance Capital July 2003 - December 2006
Lexnet Consulting Group 2000 - 2001
Global Reservation Systems 1999 - 2000
Darryl Scotti & Associates 1998 - 1999
Hale Koa Hotel 1995 - 1998
Skills
Microsoft CRM, CRM Integration, Scribe, Training, Public Speaking, Technical Training, Microsoft Office, Business Analysis, Business Development, Business Process, Business Process..., Sales Process, Sales, Project Planning, Project Management, SQL, Program Management, Cloud Computing, SaaS, Leadership, CRM
Education
California State University-Long Beach 2004 — 2006
Bachelor’s Degree, Management Information Systems and Services
The Ohio State University 1989 — 1992
Casey Wolf's Allegiance Capital Experience March 2008 - August 2008
Job Analyst at Steelpath Advisors
Industry Investment Management
Experience
Steelpath Advisors October 2011 - Present
Comerica Bank February 2010 - October 2011
The Zucker Group January 2009 - May 2009
Allegiance Capital March 2008 - August 2008
Skills
Finance, Credit, Investments, Analysis, Financial Analysis, Cash Flow, Venture Capital, Portfolio Management, Mutual Funds, Microsoft Excel, Management, Loans, Financial Modeling, Banking
Education
Southern Methodist University - Cox School of Business 2005 — 2009
B.B.A, Finance
Brophy College Preparatory 2001 — 2005
Steelpath Advisors October 2011 - Present
Comerica Bank February 2010 - October 2011
The Zucker Group January 2009 - May 2009
Allegiance Capital March 2008 - August 2008
Skills
Finance, Credit, Investments, Analysis, Financial Analysis, Cash Flow, Venture Capital, Portfolio Management, Mutual Funds, Microsoft Excel, Management, Loans, Financial Modeling, Banking
Education
Southern Methodist University - Cox School of Business 2005 — 2009
B.B.A, Finance
Brophy College Preparatory 2001 — 2005
Boyd Burton's Allegiance Capital Experience April 2011 - March 2012
Job Managing Principal at Speedwell Healthcare Partners
Industry Investment Banking
Experience
Speedwell Healthcare Partners April 2012 - Present
Speedwell Group, LLC September 2001 - Present
Allegiance Capital April 2011 - March 2012
Visions Southwest, LP October 2008 - March 2011
Marcus & Millichap Capital Corporation April 2004 - October 2008
Eagle One Aviation, Inc. January 1999 - November 2000
Skills
Investment Banking, Management, Healthcare, Investment Properties, Financial Services, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Private Equity, Strategy, Start-ups, Business Strategy, Business Development, Financial Modeling, Real Estate, Strategic Planning, Entrepreneurship
Education
University of Houston 1993 — 1995
MBA, Marketing & International Business
Speedwell Healthcare Partners April 2012 - Present
Speedwell Group, LLC September 2001 - Present
Allegiance Capital April 2011 - March 2012
Visions Southwest, LP October 2008 - March 2011
Marcus & Millichap Capital Corporation April 2004 - October 2008
Eagle One Aviation, Inc. January 1999 - November 2000
Skills
Investment Banking, Management, Healthcare, Investment Properties, Financial Services, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Private Equity, Strategy, Start-ups, Business Strategy, Business Development, Financial Modeling, Real Estate, Strategic Planning, Entrepreneurship
Education
University of Houston 1993 — 1995
MBA, Marketing & International Business
Eric Tyler's Allegiance Capital Experience 2001 - 2006
Job Vice President, Mastodon Ventures
Industry Venture Capital & Private Equity
Experience
Mastodon Ventures March 2013 - Present
GE Capital 2006 - 2013
Allegiance Capital 2001 - 2006
Ford Motor Company 1999 - 2001
Skills
LBO, Finance, Mergers & Acquisitions, Debt Restructuring, Private Equity, International Business, Bankruptcy, Commercial Banking, Distressed M&A, Loan Work-outs, Internal Audit, Credit Risk, Distressed Debt, Valuation, Financial Analysis
Education
University of South Carolina - The Moore School of Business
IMBA, International Finance / Portuguese Track
Texas A&M University
Bachelor of Science (BS), Finance, General
Mastodon Ventures March 2013 - Present
GE Capital 2006 - 2013
Allegiance Capital 2001 - 2006
Ford Motor Company 1999 - 2001
Skills
LBO, Finance, Mergers & Acquisitions, Debt Restructuring, Private Equity, International Business, Bankruptcy, Commercial Banking, Distressed M&A, Loan Work-outs, Internal Audit, Credit Risk, Distressed Debt, Valuation, Financial Analysis
Education
University of South Carolina - The Moore School of Business
IMBA, International Finance / Portuguese Track
Texas A&M University
Bachelor of Science (BS), Finance, General
Gregg Combes's Allegiance Capital Experience October 2009 - September 2013
Job Director of Operations DCC at XPO Last Mile
Industry Transportation/Trucking/Railroad
Experience
XPO Last Mile July 2014 - Present
Atlantic Central September 2013 - Present
Allegiance Capital October 2009 - September 2013
Jefferies & Company 2005 - 2009
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Corporate Finance, Capital Markets, LBO, Mergers & Acquisitions, Due Diligence, Equities, Corporate Development, Financial Analysis, Venture Capital, Bloomberg, Hedge Funds, Investments, Fixed Income, Leveraged Finance, Portfolio Management, M&A experience, Project Management, Microsoft Office, Alternative Investments, Negotiation
Education
University of Michigan 2002 — 2005
Conant High School 1998 — 2002
XPO Last Mile July 2014 - Present
Atlantic Central September 2013 - Present
Allegiance Capital October 2009 - September 2013
Jefferies & Company 2005 - 2009
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Corporate Finance, Capital Markets, LBO, Mergers & Acquisitions, Due Diligence, Equities, Corporate Development, Financial Analysis, Venture Capital, Bloomberg, Hedge Funds, Investments, Fixed Income, Leveraged Finance, Portfolio Management, M&A experience, Project Management, Microsoft Office, Alternative Investments, Negotiation
Education
University of Michigan 2002 — 2005
Conant High School 1998 — 2002
Amy Kato's Allegiance Capital Experience November 2007 - March 2009
Job Asset Servicing Specialist at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp August 2013 - Present
Ares Management March 2009 - August 2013
Allegiance Capital November 2007 - March 2009
Allegiance Capital November 2006 - November 2007
Allegiance Capital 2004 - 2006
Western Asset Management May 2002 - February 2004
Rydex Investments March 2001 - March 2002
Skills
Fixed Income, Bloomberg, Bonds, Asset Management, Portfolio Management, Equities, Valuation, Mutual Funds, Investments, Corporate Finance, Asset Allocation, Alternative Investments, Due Diligence, Trading, Loans, Bloomberg Terminal, Fund Accounting, Financial Analysis, Financial Modeling, Account Management
Education
University of Baltimore 1998 — 2000
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Montgomery College
Associate's degree, Business Administration and Management, General
SS&C GlobeOp August 2013 - Present
Ares Management March 2009 - August 2013
Allegiance Capital November 2007 - March 2009
Allegiance Capital November 2006 - November 2007
Allegiance Capital 2004 - 2006
Western Asset Management May 2002 - February 2004
Rydex Investments March 2001 - March 2002
Skills
Fixed Income, Bloomberg, Bonds, Asset Management, Portfolio Management, Equities, Valuation, Mutual Funds, Investments, Corporate Finance, Asset Allocation, Alternative Investments, Due Diligence, Trading, Loans, Bloomberg Terminal, Fund Accounting, Financial Analysis, Financial Modeling, Account Management
Education
University of Baltimore 1998 — 2000
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Montgomery College
Associate's degree, Business Administration and Management, General
Brian Farrelly's Allegiance Capital Experience July 2008 - June 2011
Job Financial Reporting Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank June 2011 - Present
Allegiance Capital July 2008 - June 2011
MFS Investment Management March 2002 - June 2008
Skills
Financial Reporting, SEC filings, Brokerage, Fund Accounting, Mutual Funds, Fund Administration, Equity Trading
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics and Finance
State Street Bank June 2011 - Present
Allegiance Capital July 2008 - June 2011
MFS Investment Management March 2002 - June 2008
Skills
Financial Reporting, SEC filings, Brokerage, Fund Accounting, Mutual Funds, Fund Administration, Equity Trading
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (B.B.A.), Economics and Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial