Allegiance Capital Corporation
Industry: Capital market company
DescriptionFounded: 1998 Subsidiary: EquiCap Partners, LLC
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Allegiance Capital Corporation Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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