Allegiance Capital Corporation

Industry: Capital market company

Description

Founded: 1998 Subsidiary: EquiCap Partners, LLC

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Allegiance Capital Corporation Employees

Employee
Years
Job
Industry
Devin Schubbe Devin Schubbe Dallas, Texas Details
Devin Schubbe's Allegiance Capital Corporation Experience September 2014 - Present
Job Project Leader at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation   September 2014 - Present
Austin Commercial  January 2014 - September 2014
MedLanding  June 2013 - October 2013
The Daily Toreador  January 2012 - May 2013
Genghis Grill  May 2011 - September 2011

Skills
Business Development, Networking, Access, Account Management, Cold Calling, New Business Development, Solution Selling, B2B, Direct Sales, CRM, Sales Management, Marketing, Online Advertising, Social Media Marketing, Sales Presentations, Selling, Email Marketing, Online Marketing, Direct Marketing, Customer Retention, Advertising, Advertising Sales, Sales Operations, Strategic Partnerships, Market Planning, SEM, Digital Marketing, Trade Shows, Social Networking, Market Research, B2B Marketing, Product Marketing, Microsoft Office, Sales

Education
Texas Tech University   2009 — 2013
Bachelor of Arts (BA), Advertising with a minor in General Business

Plano

Tamara J. Stasny, MBA, MA Tamara J. Stasny, MBA, MA Dallas/Fort Worth Area Details
Tamara J. Stasny, MBA, MA's Allegiance Capital Corporation Experience May 2014 - Present
Job Vice President Allegiance Capital Corp | Investment Banking | Mergers & Acquisitions | Corporate & Energy Finance
Industry Investment Banking
Experience
Allegiance Capital Corporation   May 2014 - Present
The Perfectly Green Corporation   October 2012 - May 2014
The Perfectly Green Corporation   December 2011 - October 2012
Gexa Energy  October 2010 - December 2011
ALM First Financial Advisors  May 2009 - April 2010
LPB Energy Management  December 2006 - January 2009
Van Ness Feldman  January 2005 - July 2005

Skills
Financial Modeling, Asset Management, Risk Assessment, Valuation, Financial and Budgetary..., Spreadsheet-based..., Financial and..., Regulatory Affairs, Investor Relations, Corporate and Strategic..., Capital Markets, Capital Structuring and..., Corporate Law, Asset Managment, Forecasting, Financial Analysis, Strategy, Portfolio Management, Risk Management, Finance, Mergers, Leadership, Market Research, Budgets, Business Planning, Commodity, Analysis, Management, Fixed Income, Product Development, Investments, Competitive Analysis, Executive Management, New Business Development, Mergers & Acquisitions, Banking, Business Development, Negotiation, Corporate Finance, Business Strategy, Financial Risk, Start-ups, Pricing, Energy, Economics, Cross-functional Team..., Due Diligence, Strategic Planning, Commodity Markets, International Business

Education
Leadership McKinney   2013 — 2014

Southern Methodist University - Cox School of Business   2009 — 2011
Master of Business Administration (M.B.A.), Finance: Energy Finance, Corporate Finance, 3.7

Высшая Школа Менеджмента Санкт-Петербургского Государственного Университета / Graduate School of Management St. Petersburg State University   2006 — 2006
Certificate of Completion, International Finance

European University at St. Petersburg   2005 — 2006
Master of Art (M.A.), International, Russian Studies: Economics and Politics (O&G Complex, Corporate Investment), 3.8 (Equiv.)

University of Vermont   2000 — 2004
Bachelor of Science (B.Sc.), Business Administration, 3.7; 3.8 (Field)

London School of Economics and Political Science   2003 — 2003
Certificate of Completion, Bargaining & Negotiation, International Political Economy

Danish Institute for Study Abroad (DIS)   2002 — 2002
Certificate of Completion, Global Business Strategy, Political Economy of the European Union

Chelsea Middleton Chelsea Middleton Dallas/Fort Worth Area Details
Chelsea Middleton's Allegiance Capital Corporation Experience June 2014 - February 2015
Job Currently on Maternity Leave
Industry Investment Banking
Experience
Allegiance Capital Corporation   June 2014 - February 2015
Psychiatric Management   June 2010 - September 2012
ActionCOACH  December 2007 - December 2009
Best Buy  September 2006 - November 2007
U.S. Army   January 2001 - March 2006

Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Cross-functional Team..., Public Speaking, Project Planning, Budgets, Marketing Communications, Account Management, Logistics, Telecommunications, Command, Process Scheduler, QuickBooks

Education
Georgia Perimeter College   2010 — 2014
Journalism/Professional Writing

Coyn Mateer Coyn Mateer Dallas, Texas Details
Coyn Mateer's Allegiance Capital Corporation Experience September 2014 - Present
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

Jason Rossi, MBA Jason Rossi, MBA Dallas/Fort Worth Area Details
Jason Rossi, MBA's Allegiance Capital Corporation Experience September 2014 - Present
Job Dynamic High Performer/ SMU Cox MBA/ Business Development/ Strategy/ Sales/ High Potential/ Proven Leader/ ClientAdvisor
Industry Financial Services
Experience
Allegiance Capital Corporation   September 2014 - Present
Eli Lilly and Company  October 2011 - October 2013
Goldman Sachs  January 2009 - June 2011
Bank of America  November 2007 - January 2009
Indymac Bank  January 2007 - November 2007
Lehman Brothers  August 2004 - January 2007
Countrywide Correspondent Lending  June 2000 - August 2004

Skills
Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Account Management, Residential Mortgages, Risk Management, Underwriting, Loan Origination, Loans, Sales, Series 7, Cross-functional Team..., Strategic Planning, Team Building, Process Improvement, Credit, Banking, Marketing, Financial Analysis, Forecasting, Management, Leadership, Relationship Management, Selling, Strategy, Competitive Analysis, Finance, Business Planning, Cold Calling, Marketing Strategy, Financial Services, Financial Modeling, Entrepreneurship, Credit Analysis, Change Management, Sales Operations, Product Launch, Sales Management, Business Development, Business Strategy, Start-ups, Consulting, Team Leadership, Investments

Education
Southern Methodist University - Cox School of Business   2009 — 2011
MBA, Business Administration and Management, General

Fordham University   1996 — 2000
BA, Communication and Media Studies

Agawam

Bruce Condit Bruce Condit Dallas/Fort Worth Area Details
Bruce Condit's Allegiance Capital Corporation Experience January 2013 - June 2015
Job Director, Communications, Public Relations and Marketing Communications that Works!
Industry Public Relations and Communications
Experience
Professional Retail Store Maintenance Association (PRSM)   July 2015 - Present
Allegiance Capital Corporation   January 2013 - June 2015
Condit Communications Consulting   August 2011 - January 2013
SuperMedia LLC - formerly a division of Verizon Communications   February 2005 - December 2011
Dean International  May 2004 - February 2005
Scan-Direct, Inc.   February 2001 - January 2004
BarterTrust.com   January 2000 - February 2001
Verizon Information Services - now known as SuperMedia   May 1995 - January 2000
Peterbilt Motors Company - Corporate Office   January 1994 - May 1995
General Dynamics Corporation  1986 - 1994

Skills
New Business Development, Government Relations, Marketing Communications, Social Media Marketing, Digital Marketing, Online Marketing, Marketing Management, Marketing Strategy, Corporate Communications, Public Relations, Public Speaking, Government Affairs, Social Networking Sites, Strategic Partnerships, Partner Management, Product Innovation, Crisis Management, Crisis Communications, Online Advertising, Community Development, Business Relationship..., Trade Shows, Team Leadership, Team Management, Team Building, Teamwork, Advertising, Microsoft Office, Executive Coaching, Internal Communications, Blogging, Sales Management, Strategy, Direct Marketing, Government, Negotiation, Partnerships, Strategic Communications, B2B, Event Management, Business Networking, Marketing, Social Media, Brand Loyalty, Media Relations, Market Planning, Press Releases, Labor Relations, Business Development, B2B Marketing

Education
Oklahoma State University
MA, Communications - Corporate

University of Central Oklahoma
BS - Education, Speech - Education Minor in PE

Abilene Christian University
Basic Studies

Ray Cervantes Ray Cervantes Dallas/Fort Worth Area Details
Ray Cervantes's Allegiance Capital Corporation Experience February 2014 - August 2014
Job Business Development AnalystCommercial Lending Services at GM Financial
Industry Financial Services
Experience
GM Financial  August 2015 - Present
BB&T  December 2014 - April 2015
Allegiance Capital Corporation   February 2014 - August 2014
Kenneth Cole Productions  July 2010 - February 2014
Genesco  March 2009 - April 2010
Genesco  February 2003 - February 2009

Skills
Finance, Business Development, Commercial Real Estate, Market Research, Sales, Financial Analysis, Customer Service, Business Valuation, Financial Forecasting, Accounting, Time Management, Investment Banking, Sales Management, Sales Leadership..., US GAAP, Leadership, Financial Modeling, Personnel Evaluation, Management, Microsoft Office, Visual Merchandising, Strategic Planning, Training, Recruiting, Inventory Management, Brand Development, Hiring Personnel, Personnel Management, Team Building, Inventory Control, Investments, Corporate Finance

Education
University of North Texas   2013 — 2015
Bachelor’s Degree, Finance

Brookhaven College   2010 — 2013
Finance, General

Shareef Batata Shareef Batata Greater New York City Area Details
Shareef Batata's Allegiance Capital Corporation Experience May 2014 - Present
Job Senior Vice President, M&A
Industry Investment Banking
Experience
Allegiance Capital Corporation   May 2014 - Present
XAP Cap   June 2013 - Present
Silatech  June 2011 - May 2013
EFG Hermes Private Equity   November 2008 - May 2011
Citigroup Global Markets  August 2007 - August 2008
Qualcomm  June 2000 - December 2005
Philips Electronics  June 1998 - June 2000
Intel Corporation  March 1996 - June 1998
3M Company  June 1995 - March 1996
Pitney Bowes Inc  September 1993 - December 1993

Skills
Financial Modeling, Mergers & Acquisitions, Valuation, New Business Development, Business Strategy, Strategy, Mergers, Product Development, Negotiation, Management, Due Diligence, Start-ups, Competitive Analysis, Venture Capital, Corporate Finance, Business Planning, Business Development

Education
Columbia University - Columbia Business School   2006 — 2007
MBA, Finance & Management, 3.25

Cornell University   1991 — 1995
Bachelor of Science (BS), Electrical Engineering, 3.35

Hastings High School   1987 — 1991
High School Diploma, 3.7

Marissa Meiter Marissa Meiter Dallas/Fort Worth Area Details
Marissa Meiter's Allegiance Capital Corporation Experience June 2014 - August 2014
Job Account Manager at Columbus Data Services
Industry Financial Services
Experience
Columbus Data Services, LLC  September 2014 - Present
Allegiance Capital Corporation   June 2014 - August 2014
Illinois Department of Transportation  May 2013 - May 2014
Rockford Tech Systems, Inc.   June 2006 - May 2013
Mary Kay Inc.  July 2011 - January 2012

Skills
Customer Service, Time Management, Microsoft Office, Microsoft Excel, SharePoint, Team Leadership, Data Entry, Project Planning, Microsoft Word, Outlook, Budgets, Leadership, Public Speaking, PowerPoint, Event Planning, Microsoft SQL Server, Salesforce.com, CRM, Marketing, Communication Skills, Sales, M&A experience, Business Development, New Business Development, Qualifying Prospects

Education
Northern Illinois University   2011 — 2014
Bachelor of Science (B.S.), Operations & Information Management, Senior

Rock Valley College   2010 — 2011
Associate of Arts (A.A.)

University of Illinois at Chicago   2010 — 2011

Alan Hutson Alan Hutson Dallas/Fort Worth Area Details
Alan Hutson's Allegiance Capital Corporation Experience August 2011 - January 2015
Job Investment Banker | M&A | Dealmaker... I will help you sell your business for a premium price
Industry Investment Banking
Experience
Hutson & Associates, LLC   2011 - Present
Allegiance Capital Corporation   August 2011 - January 2015
C.V. Lemmon & Co., Inc.   December 2000 - August 2011
Chamberlin Phipps North America   April 1995 - October 1997
Lehigh Safety Shoe Co.   January 1992 - April 1995
WorkWear Corporation, Inc.   October 1977 - April 1991

Skills
Mergers & Acquisitions, Investment Banking, Corporate Development, Restructuring, Mergers, Divestitures, Middle Market, Acquisitions, Manufacturing, Project Management, Start-ups, Strategy, Private Placements, Leveraged Finance, Recapitalizations, Sales, Private Equity, Finance, LBO, Business Valuation, Venture Capital, Apparel, Management Buyouts, Leadership, Corporate Finance, Web Marketing, Reorganisation, Business Strategy, M&A experience, Valuation, Financial Structuring, Capital, Capital Markets, Capital Raising, M&A, Corporate Strategy..., Energy-Related..., Management Consulting, Executive Management

Education
Harvard Business School   1971 — 1973
MBA

University of Florida - Warrington College Of Business
BSBA, Marketing

John M. Gilreath John M. Gilreath San Francisco Bay Area Details
John M. Gilreath's Allegiance Capital Corporation Experience April 2001 - March 2003
Job Managing Director at MacMillan Capital Partners LLC
Industry Financial Services
Experience
MacMillan Capital Partners LLC   May 2013 - Present
Sunglow North America, Inc.   August 2012 - April 2013
Pandigital  March 2007 - July 2012
MacMillan Capital LLC   April 2006 - March 2007
Entera Entertainment Inc   March 2003 - March 2006
Allegiance Capital Corporation   April 2001 - March 2003
Ameritrust Company, N.A.   1986 - 1991
Norwest Minneapolis, N.A.   1985 - 1986
Old Kent Bank  1977 - 1984

Skills
Financial Analysis, Team Management, Strategic Partnerships, Modeling, Alliances, Deal Structure, Leveraged Finance, Strategic Planning, Financial Modeling, Budgeting, Corporate Finance, Excel, Financial Management, Financial Reporting, Budgets, Microsoft Excel, Managerial Finance, Finance, Due Diligence, Business Planning, Start-ups, New Business Development, P&L Management, Business Strategy, Management, Portfolio Management, Valuation, Accounting, Strategic Financial..., Forecasting, Banking, Business Alliances, Investment Banking, Structured Finance

Education
Indiana University - Kelley School of Business   1975 — 1977
MBA

Indiana University Bloomington   1972 — 1975
BA

Vanderbilt University   1971 — 1972

Carmel High School   1967 — 1971

Christopher Lantero Christopher Lantero Greater New York City Area Details
Christopher Lantero's Allegiance Capital Corporation Experience May 2010 - August 2010
Job Client Manager at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth  February 2012 - Present
Myriad Construction Services   June 2011 - October 2011
Allegiance Capital Corporation   May 2010 - August 2010
University of Medicine and Dentistry  June 2008 - January 2010

Education
University of Scranton   2007 — 2011
B.S, Finance

Chris Hopson Chris Hopson Plano, Texas Details
Chris Hopson's Allegiance Capital Corporation Experience June 2015 - Present
Job Analyst at Allegiance Capital Corporation
Industry Banking
Experience
Allegiance Capital Corporation   June 2015 - Present
Allegiance Capital Corporation   May 2014 - August 2014
CoralPrep   November 2013 - January 2014
ACE Group  June 2013 - August 2013
Ericsson  May 2012 - August 2012

Skills
Microsoft Office, Data Analysis, Financial Modeling, Equity Research, Risk Assessment, Business Development, Mergers & Acquisitions, Bloomberg Terminal, DCF Valuation, DDM Modeling

Education
University of Alabama   2011 — 2015
Bachelor of Science (BS), Economics and Finance

Plano West

Ashley Scheller Ashley Scheller Dallas, Texas Details
Ashley Scheller's Allegiance Capital Corporation Experience September 2014 - June 2015
Job Recruiting Assistant at High Profile, Inc.
Industry Banking
Experience
High Profile, Inc.   July 2015 - Present
Allegiance Capital Corporation   September 2014 - June 2015

Skills
Customer Service, Microsoft Office, Sales Force Development, Microsoft Word, PowerPoint, Teamwork, Research, Business Development, Business Strategy, New Business Development, Strategy, Business Planning

Education
University of North Texas   2008 — 2014
Bachelor of Science (BS), Merchandising

Andrew Silver Andrew Silver Greater New York City Area Details
Andrew Silver's Allegiance Capital Corporation Experience November 2013 - Present
Job Managing Director at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation   November 2013 - Present
Star America Group   October 2011 - October 2013
AJS Partners LLC   November 2010 - October 2011
Kamsky Associates  May 2009 - September 2010
Houlihan Lokey Howard & Zukin  2007 - 2009
Morgan Joseph  October 2001 - March 2007
UBS Investment Bank  April 1998 - April 2001
Dillon Read  1989 - 1997
Odyssey Partners  1988 - 1989
Donaldson, Lufkin & Jenrette   1982 - 1988

Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research

Education
Harvard Business School   1980 — 1982
MBA

Harvard University   1975 — 1979
AB, Government and East Asian Studies

Paul Marin Paul Marin Dallas/Fort Worth Area Details
Paul Marin's Allegiance Capital Corporation Experience September 1998 - August 1999
Job Resolutions & Receiverships Manager at Federal Deposit Insurance Corporation
Industry Real Estate
Experience
Federal Deposit Insurance Corporation  October 2010 - Present
Capstone Multifamily Capital Partners   February 2010 - Present
JMJ Holdings   June 2007 - February 2009
Immediatek (Mark Cuban Companies)   August 1999 - March 2007
Allegiance Capital Corporation   September 1998 - August 1999
Associates First Capital  August 1993 - June 1998

Skills
Due Diligence, Mergers & Acquisitions, Real Estate, Investments, Investment Properties, Entrepreneurship, Valuation, Financial Modeling, Leadership, Commercial Real Estate, Business Planning, Finance, Private Equity, Negotiation, Investors, Mergers, Management, Real Estate Development

Education
The University of Texas at Dallas   1994 — 1996
MBA, International Management / Finance

University of North Texas   1988 — 1992
BBA, Business Administration / Corporate Finance / Accounting

Christopher Parisi Christopher Parisi Greater New York City Area Details
Christopher Parisi's Allegiance Capital Corporation Experience June 2009 - Present
Job Managing Director and Head of New York Office at Allegiance Capital
Industry Financial Services
Experience
Allegiance Capital Corporation   June 2009 - Present
Jefferies & Company  March 2005 - February 2009
KeyBanc Capital Markets  2000 - 2004
The Blackstone Group  January 1997 - August 1998
Ernst & Young  September 1994 - December 1996

Skills
Mergers & Acquisitions, Investment Banking, Capital Raises, Investments, Finance, Management, Restructuring, Banking, Analysis, Private Equity, Recruiting, Valuation, Capital Markets, Venture Capital, Financial Services, Equities, Corporate Development, Hedge Funds

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA

University of Scranton   1990 — 1994
B.S., Accounting

West Essex Regional High School   1986 — 1990
Diploma, General

Eastan Croson Eastan Croson Dallas, Texas Details
Eastan Croson's Allegiance Capital Corporation Experience January 2015 - Present
Job Public Relations, Marketing & Visual Communication
Industry Public Relations and Communications
Experience
Allegiance Capital Corporation   January 2015 - Present
The Marketing Arm  August 2014 - December 2014
EDMLounge.com   October 2012 - July 2014
The Daily Campus  January 2014 - May 2014
Mustang Consulting  January 2014 - May 2014
The Daily Reveille  August 2012 - December 2012

Skills
Creative Writing, Public Relations, Event Planning, Photoshop, Photography, Communication, Writing, Graphic Design, Marketing, Digital Marketing, New Business Development, AP Style, Public Speaking, Copy Editing, Editing, Blogging, Journalism, Social Networking, Research, InDesign, Press Releases, Social Media, Facebook

Education
Southern Methodist University   2012 — 2014
Bachelor of Arts (B.A.), Public Relations and Communications Major

Louisiana State University   2010 — 2012
Bachelor's degree, Broadcast/Print Journalism major and Fine Arts minor

Derek Woodworth Derek Woodworth Dallas, Texas Details
Derek Woodworth's Allegiance Capital Corporation Experience April 2015 - Present
Job Managing Director at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation   April 2015 - Present
Brean Capital, LLC  June 2002 - December 2014

Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Equities, Financial Modeling, Corporate Finance, Venture Capital, Bonds, Alternative Investments, Business Strategy, Equity Research, Private Placements, Fixed Income, DCF, Financial Analysis, Due Diligence, Asset Management, Mergers & Acquisitions, Hedge Funds, Investments, Structured Finance, Equity Valuation, Financial Advisory, IPO, M&A experience, Securities, Finance, Portfolio Management, Derivatives, Emerging Markets, Investor Relations, Corporate Development, Investment Management, Financial Structuring, Financial Markets, Business Valuation, Restructuring, Financial Services, Bloomberg, Investment Strategies, Capital, Wealth Management, Institutional..., LBO, Series 7, Options, Capital Raising, Equity Trading, Trading

Education
Columbia University - Columbia Business School   1993 — 1995
MBA

Indiana University Bloomington   1988 — 1991
BS, Finance

Steven Michael Sarwin, MIM / MBA Steven Michael Sarwin, MIM / MBA Dallas, Texas Details
Steven Michael Sarwin, MIM / MBA's Allegiance Capital Corporation Experience July 2012 - Present
Job Senior Vice President Mergers & Acquisitions (M&A) | Investment Banking | Oil & Gas | Industrial | Health Care
Industry Investment Banking
Experience
Allegiance Capital Corporation   July 2012 - Present
Dumas Capital Partners   October 2010 - June 2012
Sarwin Capital LLC   November 2002 - September 2010
Panda Energy  October 2001 - October 2002
Salomon Smith Barney (Citigroup / Latin America Investment Banking Division)   February 2000 - September 2001
Citibank (Global Corporate & Investment Banking Division)   October 1996 - January 2000
Bourne & Company (Investment Banking Botique)   May 1996 - September 1996
Peace Corps  June 1992 - September 1994
Interstate Batteries  June 1988 - May 1992
Citizens Bank  September 1991 - December 1991

Skills
Corporate Development, Accounting, Small Business..., Bookkeeping, Audit, Internal Audit, Tax, Tax Preparation, Cash Flow Management, Budgeting, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Planning, Private Equity, LBO, MBO, Business Valuation, Enterprise Valuation, Equity Valuation, Recapitalizations, Reverse Mergers, Derivatives, Hedging, Options, Options Strategies, Equity Trading, Proprietary Trading, ETFs, Portfolio Management, M&A Due Diligence, M&A Structuring, M&A Accounting, M&A Integration, M&A Search Process, M&A Legal, International Business, International Trade, Energy, Financial Institutions, Real Estate, Business Services, Budgets, Auditing, Mergers, Mergers & Acquisitions, Due Diligence, Cash Flow, Management by Objectives, Equities

Education
Thunderbird School of Global Management   1994 — 1996
Master of International Management / MBA, International Finance, 3.92

SMU   2003 — 2018
PhD Candidate, Corporate Development & Strategy / Mergers & Acquisitions

Universal Accounting Institute   2010 — 2012
Professional Certifications, Accounting/Bookkeeping, Accounting Software (QuickBooks), Tax Planning/Preparation

East Tennessee State University   1989 — 1991
Bachelor of Business Administration, Corporate Finance & Accounting, 3.93

The University of Texas at Austin   1986 — 1988
College of Business, 3.95

St. Mark's School of Texas   1980 — 1986
High School Diploma, College Preparatory, 3.6

Peter Dore Peter Dore Greater Chicago Area Details
Peter Dore's Allegiance Capital Corporation Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Allegiance Capital Corporation
Industry Oil & Energy
Experience
Allegiance Capital Corporation   June 2015 - August 2015
CoCard MCD   June 2013 - August 2014
Western Springs Service Club  June 2009 - August 2014
RECESS  August 2013 - May 2014

Skills
Music Industry, Personal Communication, Microsoft Excel, Marketing Strategy, Life Safety, Databases, Marketing Management

Education
Indiana University - Kelley School of Business   2013 — 2017
Bachelor's degree, Finance, Economic Consulting & Sustainable Business

Curtis Ray Jones II Curtis Ray Jones II Dallas, Texas Details
Curtis Ray Jones II's Allegiance Capital Corporation Experience October 2014 - Present
Job Associate at Allegiance Capital Corporation
Industry Internet
Experience
Allegiance Capital Corporation   October 2014 - Present
AppFolio Inc.  June 2014 - September 2014
Kids U  October 2010 - February 2014
Northwestern Mutual  May 2011 - August 2011
GE Capital  May 2010 - August 2010
Abercrombie & Fitch  July 2007 - August 2010

Skills
PowerPoint, Microsoft Office, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Financial Reporting, Windows, Microsoft Excel, Event Management, Management, Project Planning, Financial Services, Capital Markets, International Business, International..., Relationship Management, Customer Relations, Customer Service, Curriculum Development, Customer Satisfaction, Microsoft Word, Social Media, AMPL, C++, Java, Leadership, Sales, Social Networking

Education
Southern Methodist University   2010 — 2014
Bachelor of Science (BS), Global Market & Cultures, Economics

Mesquite High School

Dan Flick Dan Flick Dallas, Texas Details
Dan Flick's Allegiance Capital Corporation Experience February 2011 - October 2012
Job Infinity Financial Group
Industry Investment Banking
Experience
Infinity Financial Group  August 2007 - Present
Allegiance Capital Corporation   February 2011 - October 2012
Allegiance Capital Corporation   April 2001 - August 2007
DSJ Consulting, LLC   1999 - 2007
Kirchman Corporation  1992 - 1993

Skills
Private Equity, Debt, Recapitalizations, Growth Capital, Private Placements, Mergers, Acquisitions, Family Business, Private Companies, Corporate Finance, Mergers & Acquisitions, Investment Banking, Structured Finance, Funding, LBO, Finance, Divestitures, Venture Capital, Equities, Leveraged Finance, Capital, M&A experience, Corporate Development, Debt Restructuring, Financial Structuring, Business Valuation, Valuation, Due Diligence, Restructuring, Capital Structure, IPO, Deal Sourcing, Turn Around Management, Buyouts, Capital Raising, Joint Ventures, Mezzanine, Exit Strategies, Investor Relations, Securitization, Alternative Investments, mergers and acquisitions, Capital Markets, Deal Execution, Emerging Markets, Financial Modeling, Acquisition Integration, Executive Management, Board of Directors, Hedge Funds

Education
University of Colorado Boulder - Leeds School of Business   1978 — 1981
Certification, National Installment Bankign School

University of Oklahoma   1971 — 1973
BA, Journalism and Public Relations

Greig Altieri Greig Altieri Dallas/Fort Worth Area Details
Greig Altieri's Allegiance Capital Corporation Experience October 2010 - 2011
Job Real estate expert
Industry Real Estate
Experience
Frazer Realty Group, LLC   May 2014 - Present
Mama Jean's Italian Cuisine, LLC.   February 2012 - Present
Executives in Homebuilding Industry in Dallas-Fort Worth   2011 - Present
KD To The Max, LLC.   2009 - 2014
Allegiance Capital Corporation   October 2010 - 2011
Altieri Homes, Inc.   1991 - 2009
Casey & Associates   1987 - 1990

Skills
Marketing Strategy, Team Building, Strategic Planning, P&L, Leadership Development, Architectural Design, Real Estate Development, Land Acquisition, Real Estate, Real Estate Investment, Contract Negotiations, Contract Negotiation, Financial Analysis, Due Diligence, Construction, Negotiation, Sales Management, Mergers, Market Analysis, Construction Management, Competitive Analysis, Business Planning, New Business Development, Operations Management, Loans, Real Estate Finance, Budgeting, P&L Management, Renovation, Residential, Single Family Homes, Business Strategy, Contract Management, Brokerage, Purchasing, Market Research, Condos, Selling, Forecasting, Pricing, Start-ups, Profit, Team Leadership, Customer Relations, Financial Modeling, Management Consulting, Real Estate Transactions, Investors, Investment Properties, Property Management

Education
Towson University   1981 — 1985
BA, Marketing

mt. hebron high school   1978 — 1981

Kerney Laday, Jr. Kerney Laday, Jr. Dallas/Fort Worth Area Details
Kerney Laday, Jr.'s Allegiance Capital Corporation Experience January 2006 - February 2010
Job Business Advisory Consultant
Industry Management Consulting
Experience
CoAdvantage  June 2014 - Present
Greenbrier Advisors, Inc.   2006 - Present
G&A Partners  April 2012 - May 2014
TriNet  March 2010 - March 2012
Allegiance Capital Corporation   January 2006 - February 2010
The Laday Group, Inc.   2002 - 2006
Advanced Document Solutions, Inc.   1995 - 2001
Xerox  1986 - 1994

Skills
Management Consulting, HR Consulting, Mergers, Venture Capital, Business Planning, Entrepreneur, Restructuring, Private Equity, Valuation, Start-ups, Strategic Partnerships, Investment Banking, Entrepreneurship

Education
Nazareth College   1984 — 1986

Tim Lackie Tim Lackie Greater Chicago Area Details
Tim Lackie's Allegiance Capital Corporation Experience November 2014 - Present
Job Associate at Allegiance Capital Corporation
Industry Accounting
Experience
Allegiance Capital Corporation   November 2014 - Present
PwC  July 2013 - November 2014
PwC  September 2011 - July 2013
BDO USA, LLP  August 2010 - September 2011
BDO Seidman, LLP  October 2008 - July 2010
CNA Financial  June 2007 - September 2008
BDO Seidman  2006 - 2006

Skills
Accounting, Due Diligence, Financial Reporting, CPA, US GAAP, SEC filings, Sarbanes-Oxley Act, GAAP, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Investment Banking

Education
University of Illinois at Urbana-Champaign - College of Business   2003 — 2007
Bachelors, Accountancy, Finance

Debra Aaron Debra Aaron Plano, Texas Details
Debra Aaron's Allegiance Capital Corporation Experience February 2008 - December 2011
Job SR. VP OF FINANCE, ACCOUNTING AND OPERATIONS at DIVERSEGY, LLC AND EPIQ ENERGY, LLC
Industry Oil & Energy
Experience
DIVERSEGY, LLC AND EPIQ ENERGY, LLC   January 2014 - Present
FAITH CAPITAL   January 2011 - December 2013
Allegiance Capital Corporation   February 2008 - December 2011
AMERIPLAN USA  September 1997 - December 2008
THE ASSOCIATES CORPORATION OF NORTH AMERICA, INC.   January 1990 - August 1997

Skills
Strategic Planning, Start-ups, Mergers, Strategic Financial..., Mergers & Acquisitions, Leadership, Investments, Investment Banking, Analysis, Business Strategy, Financial Modeling, Finance, Strategic Partnerships, Management, Financial Analysis, Entrepreneurship, Due Diligence, Venture Capital, Management Consulting, Executive Management, Accounting, Private Equity, Corporate Finance, Risk Management, Valuation, Strategy, Business Planning, Business Development, Small Business, Portfolio Management, Restructuring, Asset Management, Financial Services, Acquisitions, Sales, Business Valuation, M&A experience, Divestitures, Capital Markets, Capital, Corporate Development, Leveraged Finance, Financial Structuring, P&L Management, Negotiation, Private Placements, Budgets, LBO, Middle Market, Outsourcing

Education
Texas Tech University
BBA, Accounting

Jerry Watkins Jerry Watkins Dallas/Fort Worth Area Details
Jerry Watkins's Allegiance Capital Corporation Experience April 2015 - Present
Job Director of Research at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation   April 2015 - Present
BCMS Corporate  April 2013 - March 2015
BCMS Corporate  July 2009 - April 2013
Baylor University  June 2007 - May 2009

Skills
Mergers & Acquisitions, Strategic Planning, Mergers, Acquisitions, Research, Online Research, Management, Corporate Finance, Strategy, Capital IQ, Data Science, Fundraising, Market Research, Nonprofits, Data Analysis, Analysis, Team Leadership, Contract Negotiation, Non-disclosure..., Microsoft Excel, Microsoft Dynamics, Microsoft CRM, OneSource, Zephyr, Hoovers, Client Confidentiality, Lead Generation, Time Management, Analytics, Training, Microsoft Office, Team Management, CRM, Microsoft Word, Performance Management, Leadership, PowerPoint, Customer Service, Sales

Education
Baylor University   2005 — 2009
BS, Economics

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