Avalon Advisors, LLC
Industry: Company
DescriptionFounded: 2001 Subsidiary: Avalon Wealth Management LLC
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Avalon Advisors, LLC Employees
Avalon Advisors, LLC August 2013 - Present
KPMG US October 2010 - May 2012
Clearfield Bank & Trust Co. May 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2012 — 2013
Master of Business Administration (M.B.A.), Investments
University of Notre Dame 2006 — 2010
B.B.A., Finance
Avalon Advisors, LLC November 2013 - Present
alliantgroup March 2013 - November 2013
alliantgroup July 2012 - March 2013
GLOBAL FINANCIAL SERVICES, LLC November 2007 - July 2012
GLOBAL FINANCIAL SERVICES LLC December 2003 - November 2007
GBM INTERNATIONAL, INC June 2000 - December 2003
CONSTELLATION ENERGY SOURCE April 1999 - May 2000
Skills
Microsoft Office, Process Improvement, Problem-solving, Motivated self-starter, Detail oriented, Skilled Multi-tasker, Self-driven, Attention to detail, Microsoft Office 2007, Leadership, Management, Customer Satisfaction, Outlook, CRM, Teamwork, Account Management, Business Strategy, Strategic Planning, PowerPoint, Team Building, Project Planning, Forecasting, Vendor Management, Portfolio Management, Time Management, Securities, Middle Office, Marketing, Financial Modeling, Training, Finance, Fixed Income, Business Process..., Alternative Investments, Equities, Derivatives, Corporate Finance, Financial Services, Bloomberg, Data Analysis, Banking, Series 7, New Business Development, Prime Brokerage, Human Resources, Financial Reporting, Investment Banking, Sales, Accounts Payable, Management Consulting
Education
University of Phoenix 2002 — 2005
Bachelors of Science, Business Management
Sharyland High School 1991 — 1991
Avalon Advisors, LLC December 2014 - Present
Skills
Non-profits, Wordpress, Organization, Strategic Planning, Social Media, Public Relations, Project Management, Marketing, Investment Management, Investments, Financial Advisory, Fundraising, Strategy, Social Media Marketing, Editing, Community Outreach, Event Planning, Research, Spanish, Nonprofits, WordPress, Media Relations, Strategic Communications
Education
Barnard College 2004 — 2009
Bachelor of Arts, American Studies
Columbia University in the City of New York 2004 — 2009
Bachelor of Arts, American Studies
Avalon Advisors, LLC April 2001 - Present
Yellowstone Academy 2010 - 2014
Spaulding for Children 2003 - March 2009
TheCustomShop.com August 1998 - April 2001
Dealer Solutions August 1995 - August 1998
Clark/Bardes Inc August 1992 - August 1995
Andersen Consulting 1989 - 1991
Education
Texas A&M University 1986 — 1988
BA, Economics
UBS August 2015 - Present
Morgan Stanley June 2015 - August 2015
Morgan Stanley Wealth Management February 2014 - June 2015
Morgan Stanley Wealth Management May 2013 - January 2014
Morgan Stanley Wealth Management January 2013 - May 2013
The Veloz Group May 2012 - August 2012
Avalon Advisors, LLC July 2009 - July 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Windows, Outlook, Photoshop, HTML, Editing, Economics, Business, Social Media Marketing, Economy, Economic Research, Statistics, Photography, Series 7, Series 63, Series 65
Education
University of Southern California 2009 — 2013
Bachelor of Arts (BA), Economics
The Kinkaid School 2002 — 2009
Avalon Advisors, LLC June 2014 - August 2014
OpenLink Financial January 2014 - May 2014
GDF SUEZ May 2013 - July 2013
Texas A&M University February 2013 - May 2013
Skills
Financial Analysis, Recruiting, Microsoft Excel, Microsoft Excel VBA, HTML, CSS, phpMyAdmin, PHP, Analysis, Trading, Fixed Income, Investments, Portfolio Management, Investment Banking
Education
Texas A&M University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Avalon Advisors, LLC February 2014 - Present
Bank of New York Mellon January 2012 - February 2014
BNY Mellon January 2006 - December 2011
China Study Abroad Internship Program May 2005 - July 2005
Skills
Fund Accounting, Risk Management, Alternative Investments, Wealth Management, Corporate Actions, Financial Modeling, Fund Administration, Global Custody, Investment Banking, Business Analysis, Valuation, Bonds, Credit, Middle Office, Languages, Financial Reporting
Education
Florida International University 2011 — 2012
AML Certification, International Business/Trade/Commerce
University of St. Thomas (TX) 2005 — 2007
Master's degree, International Business
University of Houston-Downtown 2004 — 2005
Bachelor's degree, International Business
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Avalon Advisors, LLC June 2010 - Present
Aguiar & Associates January 2008 - April 2010
Beitar Jerusalem Football Club January 2009 - December 2009
Leor Energy September 2005 - September 2008
ATP Tour, Inc. January 2001 - December 2004
ATP Tour, Inc. 2000 - 2004
Skills
Investments, Asset Management, Real Estate, Financial Advisory, Mergers & Acquisitions, Business Development, Wealth Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Due Diligence, Sports, Portfolio Management, Hedge Funds, Securities
Education
University of Illinois at Urbana-Champaign
Westminster Academy
High School
Texas State Guard August 2013 - Present
Avalon Advisors LLC April 2001 - Present
Texas State Guard August 2010 - August 2013
Morgan Stanley & Co May 1996 - April 2001
Goldman Sachs January 1989 - May 1996
US Army May 1990 - May 1994
Skills
Corporate Development, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Management, Investments, Mergers, Private Equity, Risk Management, Sales, Securities, Valuation, Venture Capital, Wealth Management
Education
Antonian College Prep
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BBA, Marketing/ English
Avalon Advisors, LLC 2012 - Present
Goldman Sachs 2004 - 2011
Goldman, Sachs & Co. 2003 - 2004
Goldman, Sachs & Co. 1998 - 2003
Goldman, Sachs & Co. 1994 - 1998
Goldman, Sachs & Co. 1987 - 1994
Goldman, Sachs & Co. 1982 - 1987
Mellon Bank 1981 - 1981
Chemical Bank 1978 - 1980
Education
Northwestern University - Kellogg School of Management 1980 — 1982
Masters in Management, Finance, Policy
Wellesley College 1974 — 1978
Bachelor of Arts, English Literature
University of London - Bedford College 1976 — 1977
Independent Visiting Student, English Literature
Avalon Advisors, LLC 2007 - Present
Smith Graham & Co. August 2002 - December 2006
JPMorgan Chase March 1997 - August 2002
Centerpoint Energy (HL&P; Reliant Energy) 1981 - 1997
Skills
Chartered Financial..., Portfolio Management, Equities, Equity Research, Investments, Asset Allocation, Financial Analysis, Bloomberg, Financial Modeling, Research, Wealth Management, Equity Valuation, ETFs, Fundamental Research, Stock Picking, Factset, Technical Analysis
Education
Penn State University
BS, Nuclear Engineering
Lincoln University
BA, Physics
Avalon Advisors, LLC September 2015 - Present
Your Body Center 2013 - Present
Direct Energy July 2014 - September 2015
AIG October 2010 - July 2014
Cenikor Foundation August 2009 - October 2010
HIRECounsel June 2006 - July 2009
AIG December 2005 - June 2006
Skills
Employment Law, Training, Legal Research, Legal Writing, Legal Compliance, Employee Benefits, Mediation, Arbitration, Litigation, Human Resources, Recruiting, Corporate Law, Privacy Law, Privacy Compliance, Process Improvement, Contract Negotiation, Due Diligence, Corporate Governance, Interviews, Licensing, Westlaw, Performance Management, PeopleSoft, HIPAA, Civil Litigation, Privacy Regulations, Securities Regulation, Employee Relations, Commercial Litigation, Litigation Support, Privacy Policies, Certified Information..., Internal & External..., Classroom Management, Physical Education
Education
South Texas College of Law 2000 — 2003
JD
Texas A&M University 1997 — 1998
BS
Avalon Advisors, LLC April 2013 - Present
C. Geraci & Company December 2010 - April 2013
Wells Fargo July 2008 - May 2010
Dell June 2007 - June 2008
Skills
Sales, Management, Lead Generation, Selling, Marketing, Microsoft Office, Event Management, Business Development, Customer Service, Advertising, Time Management, Account Management, Salesforce.com, Marketing Strategy, Social Media, Social Media Marketing, Strategic Planning, Sales Management, Direct Sales, Sales Process, Sales Presentations, Microsoft Excel
Education
Texas State University 2008 — 2010
Masters, Business Administration
Texas State University 2003 — 2007
Bachelors, Marketing
Avalon Advisors, LLC March 2013 - Present
Houston Global Investors, LLC 2009 - March 2013
Skills
Equities, Portfolio Management, Asset Managment, Fixed Income, Investments, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Securities
Education
Louisiana State University
MS,BA, Economics
The University of Texas at Austin
Ph.D., Finance
The Depository Trust & Clearing Corporation July 2015 - Present
Avalon Advisors, LLC July 2014 - August 2014
Education
Southwestern University 2011 — 2015
Bachelor's degree, Economics
Southwestern University 2011 — 2015
Bachelor's degree, Economics
Avalon Advisors, LLC July 2012 - Present
Post Oak Bank July 2004 - Present
Private Family Office February 2000 - July 2012
Amegy Bank September 1987 - February 2000
Education
Baylor University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Conroe High School
Avalon Advisors, LLC January 2013 - Present
Cadence Bank, N.A. April 2013 - May 2015
12th Man Foundation January 1998 - October 2012
Texas Commerce Bank Houston 1987 - 1997
First City Bank Houston January 1982 - July 1986
Skills
Public Speaking, Fundraising, Social Media, Event Planning, Non-profits, Marketing, Marketing Communications, Securities, Nonprofits, Public Relations, Strategic Planning, Media Relations, Volunteer Management, Financial Analysis, Wealth Management, Wealth Management..., Corporate Finance, Commercial Banking, Investments, Management, Project Management, Leadership, Microsoft Office, Budgets, Organizational..., New Business Development, Event Management, Portfolio Management, Business Development, Sales, Investment Advisory
Education
Texas A&M University 1980 — 1982
MBA, Management
Texas A&M University 1975 — 1979
bba, Accounting
Actelion 2004 - Present
Avalon Advisors, LLC 2013 - Present
Houston Global Investors, LLC 2009 - 2013
Breen Investors L.P November 2002 - June 2008
Vaughan Nelson January 1998 - July 2000
Daniel Breen and Company 1990 - 1997
Skills
Asset Management, Portfolio Management, Equities, Investments, Project Management, Entrepreneurship, Financial Modeling, Strategic Planning, Hedge Funds, Venture Capital, Due Diligence, Management, Leadership, Business Strategy
Education
ESSEC Business School 1974 — 1977
Master of Business Administration (M.B.A.)
Lycée Louis Le Grand 1972 — 1974
Avalon Advisors, LLC September 2012 - Present
Craig James for US Senate January 2012 - June 2012
Revere Capital Advisors January 2010 - January 2012
Reznick Capital Markets 2008 - 2009
Credit Suisse 2006 - 2008
Skills
Due Diligence, Financial Analysis, Asset Management, Mergers & Acquisitions, Investments, Hedge Funds, Asset Managment, Fixed Income, Structured Finance, Equities
Education
Southern Methodist University 2002 — 2006
Business
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
University of Oxford 2005 — 2005
UK Business Law & Julius Caesar and Roman Britain History
Avalon Advisors, LLC March 2013 - Present
Houston Global Investors LLC December 2010 - March 2013
Breen Investors, LP November 2005 - December 2009
Skills
Compliance, Account Reconciliation, Manage Client..., Asset Management, Portfolio Management, Hedge Funds, Alternative Investments
Education
Oklahoma State University
Avalon Advisors, LLC October 2014 - Present
School of Lil' Chefs May 2006 - Present
Skills
Fluent in Spanish and..., Mastery of Microsoft..., Experience with CRM..., Ability to work with..., 5S, Analysis, Business Modeling, Entrepreneurship, Leadership, Lean Manufacturing, Microsoft Excel, Online Marketing
Education
University of Houston 2007 — 2012
Bachelor of Business Administration, Entrepreneurship and Supply Chain Management
Avalon Advisors, LLC February 2015 - Present
Education
Rice University 2012 — 2013
Paralegal Certificate, Legal Assistant/Paralegal
Central College 2007 — 2011
Bachelor of Arts, Political Science
Birkbeck, U. of London 2009 — 2009
Washington High School 2004 — 2007
Diploma