Austin Stock Research
Address: 206 Wild Basin Rd S, West Lake Hills, TX 78746 Phone: (512) 306-8311: Category: : Place name: Website: : : : : Own this business?
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Austin Stock Research Employees
Whitley Penn, LLP December 2014 - Present
TravisWolff July 2013 - October 2014
Albright, Hill, and Sumpter, PC December 2010 - July 2013
Novogradac & Company, LLP January 2009 - March 2009
Austin Stock Research May 2006 - August 2006
Skills
Auditing, Financial Statements, CPA, Nonprofits, Accounting, Financial Accounting, Financial Reporting, US GAAP
Education
Texas State University 2005 — 2010
Master's of Accountancy, Accounting
Texas State University
Masters of Accountancy, Accounting
YourCause March 2015 - Present
Kaufman Rossin Fund Services July 2013 - December 2014
Austin Stock Research May 2012 - November 2012
T-Mobile May 2009 - April 2010
Sprint Nextel February 2007 - July 2008
Skills
Financial Analysis, Business Analysis, Proformas, Financial Data, Data Analysis, Excel, LexisNexis, Factiva, Business Source Complete, Datamonitor 360, ABI/Inform Global, Mint Global, Financial Modeling, Capital Budgeting, Stock Market, Stock Picking, Stock Valuation, Charts, Annual Reports, Accounting, Dividend Policies, Leveraged Finance, Industry Analysis, Risk Analysis, Sales, Competitive Analysis, Microsoft Excel, Portfolio Management
Education
Texas State University 2011 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at San Antonio 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Knetik May 2014 - Present
Knetik January 2013 - Present
Wunderlich Securities April 2013 - April 2014
Clarkson Capital Markets July 2011 - April 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets June 2008 - January 2010
Austin Stock Research January 2007 - June 2008
Raymond James January 2006 - December 2006
US Global Investors February 2004 - June 2005
Various June 1994 - February 2003
Skills
Equity Research, Financial Modeling, Equities, Energy, Financial Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Factset, Portfolio Management, Trading, Oil/Gas, Microsoft Excel, Microsoft Word, PowerPoint, International Business, Hedge Funds, Emerging Markets, Mutual Funds, Private Equity, Investment Banking, Corporate Finance
Education
Stetson University College of Law 2015 — 2019
Doctor of Law (J.D.), International Business, Trade, and Tax Law / M&A
University of Florida - Warrington College Of Business 2003 — 2005
Masters, Business Administration
University of Central Florida 1994 — 1997
Bachelor of Arts, Political Science
Swank Capital, LLC April 2014 - Present
Wunderlich Securities August 2013 - March 2014
RBC Capital Markets March 2011 - August 2013
RBC Capital Markets October 2009 - July 2011
Austin Stock Research December 2006 - November 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Accounting
Ameriprise Financial Services, Inc. November 2013 - Present
Austin Stock Research October 2007 - November 2013
SunTrust Robinson Humphrey July 2006 - October 2007
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
Hancock Timber Resrouce Group June 2014 - Present
Auburn University June 2011 - May 2014
Austin Stock Research February 2010 - November 2010
UTIMCO June 2006 - January 2010
Austin Stock Research June 2005 - June 2006
Skills
Portfolio Management, Natural Resource..., Financial Modeling, Investments, Silviculture, Natural Resources, Environmental Economics, Environmental Policy
Education
Auburn University 2011 — 2013
Master of Science (MS), Forestry
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), Finance
SFMG Wealth Advisors February 2013 - Present
Forex Capital Markets April 2011 - November 2012
Forex Capital Markets September 2009 - March 2011
Austin Stock Research January 2009 - May 2009
Skills
Financial Analysis, Financial Markets, Investments, Financial Modeling, Capital Markets, Valuation, Finance, FX trading, Microsoft Excel, Corporate Finance, Microsoft Office, Salesforce.com, Data Analysis, Risk Management, Due Diligence, Trading Systems, PowerPoint, Sales, Access, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance, Investment Management
ESCP-EAP 2008 — 2008
International Finance, Emerging Markets
Jesuit College Preparatory School 2001 — 2005
Morningstar Commodity Data, Inc. May 2011 - August 2012
Morningstar September 2010 - August 2011
LIM August 2009 - November 2010
Austin Stock Research February 2009 - May 2009
US Air Force August 1999 - August 2005
Skills
Product Management, Business Analysis, CRM, Training
Education
The University of Texas at Austin 2006 — 2009
B.A, Economics
Austin Capital Advisors 2012 - 2012
Austin Stock Research 2011 - 2012
Skills
Financial Modeling, Mergers & Acquisitions
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, General