ALM First Financial Advisors

Description

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 Unable to add this file. Please check that it is a valid photo. "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."

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ALM First Financial Advisors Employees

Employee
Years
Job
Industry
Tamara J. Stasny, MBA, MA Tamara J. Stasny, MBA, MA Dallas/Fort Worth Area Details
Tamara J. Stasny, MBA, MA's ALM First Financial Advisors Experience May 2009 - April 2010
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

Jeffrey Briggs Jeffrey Briggs Dallas/Fort Worth Area Details
Jeffrey Briggs's ALM First Financial Advisors Experience August 2010 - October 2012
Job
Industry Capital Markets
Experience
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

Matthew Henry, CFA, CAIA Matthew Henry, CFA, CAIA Dallas/Fort Worth Area Details
Matthew Henry, CFA, CAIA's ALM First Financial Advisors Experience April 2005 - November 2006
Job Director of Finance at FelCor Lodging Trust
Industry Hospitality
Experience
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

Elizabeth Mark Elizabeth Mark Dallas/Fort Worth Area Details
Elizabeth Mark's ALM First Financial Advisors Experience InternCamp OlympiaOctober 2013 - September 2014
Job Financial Analyst at ALM First Financial Advisors
Industry Financial Services
Experience
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

Alec Hollis Alec Hollis Dallas/Fort Worth Area Details
Alec Hollis's ALM First Financial Advisors Experience July 2014 - Present
Job Associate at ALM First Financial Advisors
Industry Financial Services
Experience
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

Madi Wright Madi Wright Dallas, Texas Details
Madi Wright's ALM First Financial Advisors Experience March 2014 - Present
Job Business Development Administrator at ALM First Financial Advisors
Industry Financial Services
Experience
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

Benedict Voit Benedict Voit Dallas/Fort Worth Area Details
Benedict Voit's ALM First Financial Advisors Experience May 2008 - May 2011
Job Account Manager at ArborMetrix, Inc.
Industry Financial Services
Experience
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

Sohail Basirat Sohail Basirat Dallas/Fort Worth Area Details
Sohail Basirat's ALM First Financial Advisors Experience June 2015 - Present
Job Senior Analyst at ALM First Financial Advisors
Industry Investment Management
Experience
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

Raeesa Ebrahim Raeesa Ebrahim Dallas, Texas Details
Raeesa Ebrahim's ALM First Financial Advisors Experience January 2015 - August 2015
Job Financial Analyst at ALM First Financial Advisors
Industry Banking
Experience
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

Daniel DeVincentis Daniel DeVincentis Dallas, Texas Details
Daniel DeVincentis's ALM First Financial Advisors Experience September 2015 - Present
Job Student at The University of Texas at Dallas
Industry Financial Services
Experience
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

Benjamin Voss Benjamin Voss Killeen/Temple, Texas Area Details
Benjamin Voss's ALM First Financial Advisors Experience December 2007 - January 2011
Job Senior Professional Services Consultant at PDI
Industry Computer Software
Experience
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

Scott Wade Scott Wade Dallas/Fort Worth Area Details
Scott Wade's ALM First Financial Advisors Experience April 2014 - April 2015
Job Assistant Vice President at Hilltop Holdings
Industry Banking
Experience
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

Devin Newkirk, CFA Devin Newkirk, CFA Evansville, Indiana Area Details
Devin Newkirk, CFA's ALM First Financial Advisors Experience October 1998 - July 2001
Job Bank Asset/Liability Management
Industry Banking
Experience
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

Sheharyar Sorathia Sheharyar Sorathia Garland, Texas Details
Sheharyar Sorathia's ALM First Financial Advisors Experience August 2015 - Present
Job Financial Analyst at ALM First Financial Advisors
Industry Higher Education
Experience
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

Shahid Sattar Shahid Sattar Dallas, Texas Details
Shahid Sattar's ALM First Financial Advisors Experience January 2015 - Present
Job Financial Analyst at ALM First Financial Advisors
Industry Financial Services
Experience
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

Travis Goodman, CFA Travis Goodman, CFA Dallas, Texas Details
Travis Goodman, CFA's ALM First Financial Advisors Experience October 2007 - Present
Job Managing Director at ALM First Financial Advisors
Industry Investment Management
Experience
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

Michael Ensweiler Michael Ensweiler Dallas/Fort Worth Area Details
Michael Ensweiler's ALM First Financial Advisors Experience January 2009 - Present
Job Managing Director, Business Development at ALM First Financial Advisors
Industry Financial Services
Experience
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

Austin Mading Austin Mading Dallas, Texas Details
Austin Mading's ALM First Financial Advisors Experience June 2014 - Present
Job Senior Analyst at ALM First Financial Advisors
Industry Financial Services
Experience
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

Dean Li Dean Li Austin, Texas Details
Dean Li's ALM First Financial Advisors Experience November 2014 - Present
Job Financial Analyst at ALM First Financial Advisors
Industry Human Resources
Experience
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

Botan Fattah Botan Fattah Dallas/Fort Worth Area Details
Botan Fattah's ALM First Financial Advisors Experience May 2009 - January 2010
Job Associate ORIX Corporate Capital
Industry Banking
Experience
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

Irina Zlotnikova Irina Zlotnikova Dallas/Fort Worth Area Details
Irina Zlotnikova's ALM First Financial Advisors Experience October 2011 - April 2013
Job Private Equity Analyst at Neuberger Berman
Industry Venture Capital & Private Equity
Experience
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

Stewart Steele Stewart Steele Quincy, Massachusetts Details
Stewart Steele's ALM First Financial Advisors Experience 1976 - 2012
Job CEO at Quincy Credit Union
Industry Banking
Experience
Quincy Credit Union  1971 - Present
ALM First Financial Advisors   1976 - 2012

Education
Suffolk University   1963 — 1968
Bachelor of Science (BS), Accounting

Kevin Kirksey Kevin Kirksey Dallas/Fort Worth Area Details
Kevin Kirksey's ALM First Financial Advisors Experience February 2011 - Present
Job Managing Director, Strategic Solutions Group at ALM First Financial Advisors
Industry Investment Management
Experience
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

Taylor Pool Taylor Pool Dallas, Texas Details
Taylor Pool's ALM First Financial Advisors Experience August 2014 - February 2015
Job Vice President of Risk Management at Hilltop Holdings
Industry Investment Management
Experience
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

Jarrett Karrington Jarrett Karrington Dallas/Fort Worth Area Details
Jarrett Karrington's ALM First Financial Advisors Experience September 2013 - August 2015
Job Financial Analyst at TriMark Strategic
Industry Banking
Experience
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

Angela Calvert Angela Calvert Dallas/Fort Worth Area Details
Angela Calvert's ALM First Financial Advisors Experience May 2000 - Present
Job Owner, ALM First Financial Advisors
Industry Investment Management
Experience
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

Emily Hollis Emily Hollis Dallas/Fort Worth Area Details
Emily Hollis's ALM First Financial Advisors Experience President / CEOALM First Financial Advisors1995 - January 2006
Job Owner
Industry Investment Management
Experience
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)

Mark Schieffer Mark Schieffer Greater Denver Area Details
Mark Schieffer's ALM First Financial Advisors Experience July 2002 - October 2004
Job President at Balance Sheet Solutions, LLC
Industry Capital Markets
Experience
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

Mark Oneacre Mark Oneacre Dallas/Fort Worth Area Details
Mark Oneacre's ALM First Financial Advisors Experience September 2003 - May 2006
Job Director of Operations & Treasurer of C2IT Rentals & Preston Hollow Masonry & Lakeside Cabinets
Industry Computer Networking
Experience
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

Lisa McDaniel, CFA Lisa McDaniel, CFA Dallas, Texas Details
Lisa McDaniel, CFA's ALM First Financial Advisors Experience May 2002 - May 2011
Job Faculty | Financial Services Professional | Portfolio Manager for: Ultra High Net Worth, Endowments, Pension Funds
Industry Financial Services
Experience
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

Hafizan Hamzah Hafizan Hamzah Dallas/Fort Worth Area Details
Hafizan Hamzah's ALM First Financial Advisors Experience January 2010 - Present
Job Financial Analyst at ALM First Financial Advisors
Industry Investment Management
Experience
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

Craig Weisenberger, CFA Craig Weisenberger, CFA Denver, Colorado Details
Craig Weisenberger, CFA's ALM First Financial Advisors Experience February 2013 - August 2013
Job Head of Short Term Asset Management at Wells Fargo
Industry Investment Management
Experience
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

Brittany Rollek Brittany Rollek Dallas, Texas Details
Brittany Rollek's ALM First Financial Advisors Experience April 2015 - Present
Job Director, Advisory Services ALM First Financial Advisors
Industry Financial Services
Experience
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

Jason Haley Jason Haley Dallas/Fort Worth Area Details
Jason Haley's ALM First Financial Advisors Experience April 2008 - Present
Job Fixed Income Strategist at ALM First Financial Advisors
Industry Investment Management
Experience
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

Brett Walker, CFA, CPA Brett Walker, CFA, CPA Dallas/Fort Worth Area Details
Brett Walker, CFA, CPA's ALM First Financial Advisors Experience November 2010 - July 2012
Job Manager, Corporate Development at Santander Consumer USA Inc.
Industry Financial Services
Experience
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

Danielle Borboa Danielle Borboa Dallas/Fort Worth Area Details
Danielle Borboa's ALM First Financial Advisors Experience December 2013 - Present
Job Financial Analyst at ALM First Financial Advisors
Industry Investment Management
Experience
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

Ryan Adascheck Ryan Adascheck Dallas/Fort Worth Area Details
Ryan Adascheck's ALM First Financial Advisors Experience July 2006 - January 2008
Job Director Business Analysis – Credit (Disbursement Processing) at Fannie Mae
Industry Financial Services
Experience
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

Brandon Pelletier Brandon Pelletier Dallas/Fort Worth Area Details
Brandon Pelletier's ALM First Financial Advisors Experience May 2013 - Present
Job Associate, Strategic Solutions Group at ALM First Financial Advisors
Industry Financial Services
Experience
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

Bryan Hatfield Bryan Hatfield Dallas/Fort Worth Area Details
Bryan Hatfield's ALM First Financial Advisors Experience July 2013 - Present
Job Financial Analyst at ALM First Financial Advisors
Industry Retail
Experience
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

Sophia Sanches Sophia Sanches United States Details
Sophia Sanches's ALM First Financial Advisors Experience 2009 - 2012
Job Profissional de Gestão de investimentos
Industry Investment Management
Experience
ALM First Financial Advisors   2009 - 2012

Education
University of California, Berkeley
Accounting and Finance

Cullen Coxe Cullen Coxe Dallas, Texas Details
Cullen Coxe's ALM First Financial Advisors Experience December 2003 - Present
Job Director, Advisory Services at ALM First Financial Advisors
Industry Financial Services
Experience
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