ALM First Financial Advisors
Address: 2911 Turtle Creek Blvd #500, Dallas, TX 75219 Hours: Closed ⋅ Opens 7AM Thu Wednesday7AM–7PMThursday7AM–7PMFriday7AM–7PMSaturdayClosedSundayClosedMonday7AM–7PMTuesday7AM–7PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 752-4628Place name: Website: : : : : Category: : : Website: http://www.almfirst.com/ Category: Financial consultant 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of ALM First Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review From ALM First Financial Advisors "ALM First is a trusted strategic partner to community banks, credit unions, and other financial institutions. As an industry leader, our people, process, and performance have been delivering strong, consistent, repeatable results since 1995. Hundreds...More "ALM First is a trusted strategic partner to community banks, credit unions, and other financial institutions. As an industry leader, our people, process, and performance have been delivering strong, consistent, repeatable results since 1995. Hundreds of clients - and many of their regulators - rely on our expertise. Our services include detailed ALM analytics, unbiased investment and balance sheet advice, and other financial services."
ALM First Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ALM First Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ALM First Financial Advisors Salaries. You can even request information on how much does ALM First Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for ALM First Financial Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
54 ALM First Financial Advisors employees in database. Find out everything there's to know about ALM First Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
ALM First Financial Advisors Employees
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
Exeter Finance Corp January 2015 - Present
RealPage, Inc. November 2013 - January 2015
TXU Energy August 2013 - November 2013
Santander Consumer USA Inc. October 2012 - August 2013
ALM First Financial Advisors August 2010 - October 2012
J.P. Morgan July 2007 - July 2010
Skills
Interest Rate Risk..., Derivatives, Credit Risk, Capital Markets, ABS, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Bloomberg Terminal, Securitization, Structured Products, Market Risk, Loans, Process Improvement, Corporate Finance, Liquidity Management, MBS, Cash Flow Forecasting, Fixed Income, ALM, Finance, Project Management, Financial Services, Management, Strategy
Education
Stephen F. Austin State University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance
FelCor Lodging Trust May 2014 - Present
Rainier Capital Management, LP October 2008 - May 2014
NexBank December 2006 - September 2008
ALM First Financial Advisors April 2005 - November 2006
Mariner Investment Group May 2004 - April 2005
Skills
ARGUS, MS Excel, Valuation, Credit, Microsoft Excel, Mergers, Portfolio Management, Finance, Mergers & Acquisitions, Real Estate, Financial Modeling, Trading, Financial Analysis, Disposition, Private Equity, Investment Properties, Investments, Asset Management, Loans, Due Diligence, Alternative Investments
Education
Oklahoma Christian University 1998 — 2001
Bachelor in Business Administration, Business, Minor in Music
ALM First Financial Advisors InternCamp OlympiaOctober 2013 - September 2014
Camp Olympia May 2013 - August 2013
Cook Children's Health Care System January 2012 - December 2012
Camp Olympia May 2012 - August 2012
Camp Olympia May 2009 - August 2011
Group Excellence January 2010 - December 2010
Education
Texas Christian University 2009 — 2013
Marketing and Finance with International Emphasis, Business
ALM First Financial Advisors July 2014 - Present
ALM First Financial Advisors July 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Data Analysis, Microsoft Word, Investments, Leadership, Valuation, Portfolio Management, Bloomberg
Education
University of Notre Dame 2008 — 2012
Bachelor's Degree, Mendoza College of Business
ALM First Financial Advisors March 2014 - Present
Moroch August 2012 - March 2014
Moroch December 2011 - January 2012
Moroch May 2010 - January 2012
Education
University of Arkansas at Fayetteville 2008 — 2012
Bachelor, Advertising, Public Relations, Marketing
University of Arkansas, J. William Fulbright College of Arts and Sciences 2008 — 2012
Advertising and Public Relations
Highland Park High School 2004 — 2008
ArborMetrix, Inc. May 2015 - Present
Opus Faveo Innovation Development August 2014 - May 2015
University of Michigan June 2013 - May 2015
Opus Faveo Innovation Development May 2014 - August 2014
ALM First May 2011 - May 2013
ALM First Financial Advisors May 2008 - May 2011
Federal Reserve Bank of Dallas June 2007 - August 2007
National Republican Senatorial Committee September 2006 - December 2006
Los Alamos Laboratory June 2005 - August 2005
Skills
Public Policy, Economics, Political Science, Policy Analysis, Fundraising, Politics, Financial Modeling, Mergers & Acquisitions, Valuation, Financial Services, Data Analysis, Forecasting, Finance, ALM, Bloomberg, Portfolio Management, Investment Management, Investments, Financial Risk
Education
University of Michigan 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Dallas 2004 — 2008
BA, Political Science, Economics
Archer Program
Goethe Institute
Wando HS
ALM First Financial Advisors June 2015 - Present
ALM First Financial Advisors January 2014 - May 2015
Forex Capital Markets January 2013 - July 2013
Cowboy Auto Leasing January 2009 - July 2010
Skills
Financial Analysis, Investments, Financial Modeling, Customer Service, Sales, Microsoft Office, Finance, Microsoft Excel, Teamwork, Retail, Accounting, Inventory Management, Social Media, Microsoft Word, Data Analysis, Access, Fashion, PowerPoint, QuickBooks, Asset Management
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Science (B.S.), Finance and Business Administration
Plano Senior High 2008 — 2010
ALM First Financial Advisors January 2015 - August 2015
Bank of Whittier, NA January 2012 - January 2015
Education is Freedom August 2011 - January 2014
Southern Methodist University March 2011 - January 2012
Skills
Modern Standard Arabic, Microsoft Office, Spanish, Technical Writing, Microsoft Excel, Commercial Banking, PowerPoint, Microsoft Word, Public Speaking, Research, Management, Customer Service, Teamwork, Social Media, Internal Audit, Data Analysis, Project Management, Planning & Budgeting, Financial Economics, Analysis, Financial Analysis, Leadership, Finance, Event Planning, Time Management, Team Leadership, Financial Modeling, Economics, Banking, Access, Statistics, Sales, Budgeting, Financial Forecasting, Variance Analysis, What-if Analysis
Education
Southern Methodist University 2011 — 2014
Bachelor of Science (B.S.), Economics with Finance Applications
Texas Academy of Math and Science (University of North Texas) 2009 — 2011
Diploma, High School Dual Credit
ALM First Financial Advisors September 2015 - Present
Communication Solutions November 2012 - July 2013
Hennes & Mauritz October 2011 - August 2012
Community Credit Counseling June 2005 - November 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Writing
Education
The University of Texas at Dallas 2013 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services
Brookdale Community College 2009 — 2010
English
Rutgers University 2007 — 2007
Journalism
University of Florida 2006 — 2007
Journalism
Professional Datasolutions, Inc. December 2014 - Present
Professional Datasolutions, Inc. November 2011 - December 2014
City of Harker Heights January 2011 - September 2011
ALM First Financial Advisors December 2007 - January 2011
Skills
Project Management, Financial Analysis, Business Strategy, Community Development, Management, Leadership, Business Analysis, Mergers & Acquisitions, T-SQL, Process Improvement, Business Intelligence, Retail, Social Enterprise, Team Building, Forecasting, Finance, Training, Retail Automation, Budgets
Education
University of Mary-Hardin Baylor 2003 — 2007
Bachelors Degree in Business Administration, Corporate Finance
Hilltop Holdings April 2015 - Present
ALM First Financial Advisors April 2014 - April 2015
ALM First Financial Advisors, LLC January 2013 - April 2014
University of Texas at Dallas August 2011 - December 2012
- April 2009 - December 2012
Skills
Financial Analysis, Quantitative Analysis, Excel, Data Analysis, Analysis, Financial Modeling, PowerPoint, Business Strategy, Microsoft Excel, Strategy
Education
The University of Texas at Dallas 2011 — 2012
Master's Degree, Finance, 3.85
The University of Texas at Dallas - School of Management 2011 — 2012
Master of Business Administration (M.B.A.), Finance, Accounting, Management, 3.85
Texas A&M University 2005 — 2009
Business Administration, Finance
Integra Bank N.A. August 2006 - Present
E*TRADE Financial December 2003 - May 2006
Southwest Corporate Investment Services, Plano, TX July 2003 - December 2003
RBC Centura September 2001 - July 2003
ALM First Financial Advisors October 1998 - July 2001
Education
The University of Texas at San Antonio 1984 — 1988
ALM First Financial Advisors August 2015 - Present
UT Arlington August 2011 - Present
IDT Corporation June 2013 - August 2013
Fon Card Distribution June 2009 - August 2013
Skills
Management, Microsoft Office, Research, Time Management, PowerPoint, Microsoft Word, Teamwork, Sales, Social Media
Education
The University of Texas at Arlington 2011 — 2015
North Garland High School 2007 — 2011
ALM First Financial Advisors January 2015 - Present
University of Texas at Dallas August 2012 - May 2015
7-Eleven May 2013 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, English, Teamwork, Payroll, Time Management, Leadership, Team Leadership, Research, Data Entry, Financial Analysis, Access
Education
The University of Texas at Dallas 2012 — 2015
Bachelor of Science (BS)
The University of Texas at Arlington 2011 — 2012
ALM First Financial Advisors October 2007 - Present
ALM First Financial Advisors September 2006 - October 2007
ALM First Financial Advisors September 2005 - September 2006
ALM First Financial Advisors January 2004 - September 2005
ALM First Financial Advisors March 2003 - January 2004
Skills
Portfolio Management, Asset Allocation, Financial Modeling, Finance, Investments, Bloomberg, Financial Analysis, Risk Management, Fixed Income Portfolio..., Fixed Income, Credit Risk, Interest Rate Risk..., Financial Services, Management, Structured Investments, Investment Management, Risk Assessment, Liquidity Risk, Interest Rate..., Concentration Risk, Securities, Banking
Education
University of Arizona, Eller College of Management 1998 — 2002
Bachelor of Science (BS), Finance and Marketing
ALM First Financial Advisors January 2009 - Present
Members United Corporate FCU October 2007 - December 2008
Scuba Fantaseas, Inc. July 2004 - April 2007
Mid-States Corporate FCU March 1995 - July 2004
Minnesota Corporate Federal Credit Union 1995 - 2002
CU Recovery, Inc. March 1994 - March 1995
Minne-Mine Credit Union September 1992 - March 1994
American National Bank of DeKalb County 1992 - 1992
Skills
Credit Unions, Risk Management, Investments, Financial Institutions, ALM, Financial Services, Human Resources, Banking, Marketing Strategy, Credit, Loans, Business Development, Consumer Lending, Mortgage Lending, Management, Portfolio Management, Strategy, Finance, Mergers & Acquisitions, Executive Management, Financial Modeling, Financial Analysis, Fixed Income, Asset Management, Valuation, Credit Risk, Capital Markets, Cash Management, Derivatives
Education
Northern Illinois University 1987 — 1991
BA
Edgewood HS
St. Viator
ALM First Financial Advisors June 2014 - Present
Skills
Financial Accounting, Microsoft Excel, Financial Analysis, Accounting, Financial Modeling, Finance, Teamwork, PowerPoint, Analysis
Education
The University of Texas at Dallas 2010 — 2014
Bachelor of Science (B.S.), Finance
2015 Level II Candidate in the CFA Program
ALM First Financial Advisors November 2014 - Present
PRO Unlimited October 2013 - October 2014
Skills
Data Analysis, Analytics, Facebook Marketing
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (B.S.), Mathematics
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), Economics
ORIX Corporate Capital March 2014 - Present
ORIX Corporate Capital October 2012 - October 2013
ORIX Corporate Capital January 2010 - October 2012
ALM First Financial Advisors May 2009 - January 2010
Annandale Capital 2008 - 2009
Skills
Financial Analysis, Valuation, Bloomberg, Analysis, Fixed Income, Investments, Due Diligence, Hedge Funds, Equities, Accounting, Structured Products, ALM, Capital Markets
Education
Southern Methodist University - Cox School of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Minor in Economics, Summa Cum Laude
Neuberger Berman March 2014 - Present
Stout Risius Ross April 2013 - February 2014
ALM First Financial Advisors October 2011 - April 2013
Skills
Finance, Valuation, Mutual Funds, Accounting, Financial Statements, Bloomberg, Financial Analysis, Financial Modeling, Private Equity, Corporate Finance, Capital IQ
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Plano West Senior High School
Quincy Credit Union 1971 - Present
ALM First Financial Advisors 1976 - 2012
Education
Suffolk University 1963 — 1968
Bachelor of Science (BS), Accounting
ALM First Financial Advisors February 2011 - Present
Goldman Sachs 2010 - 2011
ALM First Financial Advisors 2007 - 2010
Education
Davidson College 2003 — 2007
Bachelor of Arts, Economics
Greenhill School 1994 — 2003
Hilltop Holdings March 2015 - Present
ALM First Financial Advisors August 2014 - February 2015
ALM First Financial Advisors June 2013 - August 2014
ALM First Financial Advisors April 2012 - June 2013
ALM First Financial Advisors April 2010 - March 2012
JPMorgan Chase May 2009 - February 2010
Skills
Financial Modeling, Valuation, Asset Allocation, Asset Managment, Risk Management, Investment Research, Equity Valuation, Fixed Income Analysis, Equity Research, Asset Management, Fixed Income, Portfolio Management, Forecasting, Finance, Capital Markets, Analysis, Financial Services, Financial Analysis
Education
Texas Tech University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Economics
TriMark Strategic September 2015 - Present
ALM First Financial Advisors September 2013 - August 2015
PlainsCapital Bank December 2011 - September 2013
Caruth Marketing April 2011 - December 2011
Skills
Account Analysis, Excel Profficient, Notary Public, Microsoft Office, Red Cross First Aid..., Hunting, Fishing, Marketing, Public Relations, Customer Relations, Customer Service, Microsoft Word, Social Media, Financial Analysis, Portfolio Management
Education
University of Arkansas at Fayetteville 2006 — 2010
Financial Management/ Investments, Finance
University of Arkansas at Fayetteville 2006 — 2010
Marketing Minor, Finance Major
ALM First Financial Advisors May 2000 - Present
Southwest Corporate May 1998 - March 2000
FTN Financial March 1994 - May 1998
Skills
Financial Services, Asset Managment, Asset Management, Investments, Banking, Credit, Fixed Income, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Executive Management, Financial Modeling, Risk Management, Trading, Finance, Capital Markets
Education
University of Mississippi 1989 — 1993
ALM First Financial Advisors President / CEOALM First Financial Advisors1995 - January 2006
Skills
Investments, Portfolio Management, Mergers & Acquisitions, Risk Management, Financial Analysis, Banking, Financial Services, Asset Management, Financial Modeling, Strategic Planning, Credit, Asset Managment, Finance, Leadership, Fixed Income, Asset Allocation, Valuation, Business Strategy
Education
Southern Methodist University - Cox School of Business 1983 — 1985
Master of Business Administration (MBA)
Balance Sheet Solutions, LLC March 2015 - Present
SunCorp Corporate FCU October 2004 - February 2015
ALM First Financial Advisors July 2002 - October 2004
Southwest Corporate Federal Credit Union October 1994 - July 2002
Skills
Banking, Loans, Risk Management, Credit, Mortgage Lending, Financial Analysis, Consumer Lending, Financial Services, Credit Analysis, Portfolio Management, Retail Banking, Financial Risk, Credit Risk, Executive Management, Investments, Underwriting
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
Rockhurst University 1986 — 1990
BSBA, Finance and Economics
C-2-IT Rental, Preston Hollow Masonry, Lakeside Cabinets June 2006 - Present
ALM First Financial Advisors September 2003 - May 2006
Tic Toc 2001 - 2003
Skills
System Administration, Windows Server, Oracle, Microsoft SQL Server, Microsoft Exchange, Windows & Mac operating..., Web Development, SEO, Financial Analysis, Financial Accounting, Project Management, Risk Management, Strategic Planning, Public Speaking
Education
Southern Methodist University - Cox School of Business 1996 — 2001
Bachelor of Business Administration (BBA), Information Technology Operations Management
University of North Texas October 2013 - Present
The Mutual Fund Store March 2012 - August 2013
CFA Society of DFW July 2011 - June 2012
ALM First Financial Advisors May 2002 - May 2011
Regions Financial April 1994 - April 2002
Worthen Bank January 1992 - April 1994
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Asset Management, Investment Strategies, Investment Advisory, Financial Services, Asset Managment, Banking, Client Service, Wealth Management, Risk Management, Report Writing, Public Speaking, Financial Markets, Trading, Financial Advisory, Finance, Corporate Finance, Mutual Funds
Education
University of Arkansas at Little Rock 1987 — 1990
MBA
University of Arkansas 1983 — 1987
B.S.
LR Central High
ALM First Financial Advisors January 2010 - Present
True North Advisors February 2009 - January 2010
Harvard Companies August 2008 - January 2009
Education
Southern Methodist University - Cox School of Business 2006 — 2009
BBA, Finance, Economics
Wells Fargo August 2013 - Present
ALM First Financial Advisors February 2013 - August 2013
Centaurus Energy October 2009 - July 2012
ICMA-RC November 2008 - October 2009
Columbia Management November 1999 - March 2008
Fidelity Investments 1995 - 1999
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Bloomberg, Bonds, Trading, Mutual Funds, Hedge Funds, Asset Allocation, MBS, Securities, Credit, Structured Products, Commodity Markets, Commodity, Hedging, Finance, Interest Rate..., Asset Management, Money Market, ABS
Education
Southern Methodist University - Cox School of Business 1990 — 1994
BBA
Coronado HS
St. Clements
ALM First Financial Advisors April 2015 - Present
ALM First Financial Advisors June 2014 - April 2015
ALM First Financial Advisors January 2013 - June 2014
Skills
Portfolio Management, Financial Analysis, Customer Service, Financial Modeling, Microsoft Excel, Public Speaking
Education
Davidson College 2005 — 2009
BA, Economics
ALM First Financial Advisors April 2008 - Present
Cantor Fitzgerald December 2005 - March 2008
A.G. Edwards & Sons, Inc. September 2004 - December 2005
Coastal Securities L.P. June 2003 - September 2004
Skills
Fixed Income, Investments, ALM, Asset Management, Trading, Capital Markets, Risk Management, Portfolio Management, Financial Modeling, Banking, Finance, Derivatives, Bloomberg
Education
University of Mississippi 1998 — 2003
BBA, MBA, Marketing, Finance
Santander Consumer USA Inc. August 2014 - Present
Grant Thornton LLP December 2012 - August 2014
ALM First Financial Advisors November 2010 - July 2012
Deloitte & Touche LLP August 2007 - November 2010
Skills
Financial Modeling, Corporate Development, Financial Analysis, Asset-backed..., Valuation, M&A experience, Due Diligence, Investment Advisory, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2002 — 2007
Masters, Accounting
ALM First Financial Advisors December 2013 - Present
SWBC Investment Services, LLC October 2011 - November 2013
Skills
Portfolio Management, Financial Analysis, Investments, Mutual Funds, Fixed Income, Asset Management, Strategic Financial..., Risk Management, Customer Service, Public Speaking
Education
St. Mary's University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
St. Mary's University 2007 — 2010
Bachelor of Business Administration (BBA), Corporate Finance, Financial Services, Risk Management
Fannie Mae January 2015 - Present
Fannie Mae March 2014 - January 2015
Fannie Mae October 2011 - March 2014
Fannie Mae June 2011 - October 2011
Fannie Mae February 2010 - June 2011
Nationstar Mortgage August 2007 - February 2010
ALM First Financial Advisors July 2006 - January 2008
Skills
SDLC, Financial Analysis, Financial Modeling, Business Analysis, Risk Management, Finance, Business Intelligence, Portfolio Management, Process Improvement, Credit, Analysis, Management, Analytics, Financial Services, Loans
Education
Southern Methodist University 2004 — 2006
BBA, Finance
ALM First Financial Advisors May 2013 - Present
ALM First Financial Advisors November 2011 - May 2013
UBS Financial May 2010 - December 2011
Skills
Asset Allocation, Bloomberg, Interest Rate..., Finance, Microsoft Excel, Strategy, Mergers & Acquisitions, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Investments, Financial Analysis
Education
The University of Texas at Dallas 2008 — 2010
Bachelor of Arts & Science, Finance
ALM First Financial Advisors July 2013 - Present
Blockbuster InternErnst & YoungJanuary 2006 - March 2006
Skills
Financial Analysis, Accounting
Education
Southern Methodist University - Cox School of Business 2006 — 2007
MS, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
ALM First Financial Advisors 2009 - 2012
Education
University of California, Berkeley
Accounting and Finance
ALM First Financial Advisors December 2003 - Present
Bluebonnet Savings Bank May 1997 - July 2003
Skills
Mutual Funds, Asset Management, Financial Services, Financial Modeling, Financial Analysis, Banking, Risk Management, Trading, Finance, Capital Markets, Portfolio Management, Securities, Investments, Fixed Income, Mortgage Lending, Equities, Asset Allocation, Credit, Strategic Planning, Bloomberg
Education
University of Oklahoma 1987 — 1991
Bachelor of Business Administration
University of Oklahoma 1987 — 1991
Bachelor of Business Administration (B.B.A.), Economics
University of Oklahoma
Bachelor of Business Administration (B.B.A.), Economics