Black Oak Partners, LLC
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Black Oak Partners, LLC Employees
Reid Collins & Tsai LLP July 2015 - Present
South Pelle Assets, LLC December 2010 - Present
Reid Collins & Tsai LLP 2015 - September 2015
Bickel & Brewer May 2015 - July 2015
Roe & Epstein, LLP June 2014 - August 2014
Black Oak Partners, LLC January 2010 - July 2013
Education
Columbia Law School 2013 — 2016
Doctor of Law (J.D.)
Columbia University in the City of New York 2005 — 2010
Bachelor of Arts (B.A.), Evolutionary Biology
Black Oak Partners, LLC March 2015 - Present
Southwestern Medical Center February 2011 - March 2015
Lowe's Home Improvement August 2007 - June 2010
Skills
Accounting, Auditing, Cash Flow, Financial Analysis, Financial Reporting, GAAP, Sarbanes-Oxley Act, Cash Management, General Ledger, Financial Statements, Cost Accounting, Sarbanes-Oxley, US GAAP, Variance Analysis
Education
Oklahoma State University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Core Property Management, LLC September 2014 - Present
Black Oak Partners, LLC August 2012 - September 2014
Catherine A. Johnson CPA October 2009 - October 2012
Skills
Real Estate, Commercial Real Estate, Financial Accounting, Tax Accounting, Finance, Financial Statements, Tax, Accounting, Variance Analysis, Bank Reconciliation, Fixed Assets, Accruals, Account Reconciliation, Customer Service, Financial Analysis, Financial Reporting, GAAP, General Ledger, Journal Entries, Microsoft Excel, Microsoft Office, Auditing
Education
University of Central Oklahoma 2004 — 2010
Bachelor of Business Administration (BBA), Finance, General
University of Central Oklahoma 2004 — 2010
Bachelor of Science (BS), Accounting
Putnam City North High School 2000 — 2004
T.S. Phillips Investments Inc. September 2014 - Present
Wells Fargo Advisors January 2013 - September 2014
Consultant October 2011 - December 2012
Sonic Drive-In January 2010 - October 2011
Black Oak Partners, LLC August 2007 - November 2009
Steel Partners, Ltd May 2006 - August 2006
Walt Disney World October 2000 - August 2005
Darden Restaurants June 1995 - October 2000
Skills
Wealth Management..., Investments, Personal Financial..., Stocks, ETFs, Bonds, Financial Analysis, Equities, Mutual Funds, Fixed Income, Finance, Asset Allocation, Corporate Finance, Financial Statement..., Financial Modeling, Management, Financial Services, Insurance, Leadership, Leadership Development, Retirement Planning, Financial Management..., Tactical Asset...
Education
University of Oklahoma - Price College of Business 2005 — 2007
MBA - Full time, Investment Management and Corporate Finance
Columbia University - Columbia Business School 2006 — 2006
Seminar Value Investing
NYU Stern School of Business 2006 — 2006
Michael F. Price Scholar
University of North Florida 1991 — 1995
Bachelors, Accounting
Bishop Kenny High School
ByBecca.com March 2002 - Present
Black Oak Partners LLC November 2013 - Present
Skills
Art, Fine Art, Painting, Photography, Craft, Drawing, Weddings, Blogging, Social Media, Visual Arts, Jewelry Design, Galleries, Portraits, Corporate Events, Social Media Marketing, Advertising, Mixed Media, Parties, Digital Photography, Gifts, Illustration, Watercolor, Creative Direction, Oil Painting, Illustrator, Adobe Creative Suite, Logo Design, Web Design, Brochures, Books, Creative Writing, Photoshop, Collage, Customer Service, Customer Retention, Customer Experience, Long-term Customer..., Contemporary Art, Graphic Design
Education
Bergen Community College 2007 — 2009
A.A.S, Graphic Design
Rutgers University-New Brunswick 1978 — 1981
B.A., Economics
Passaic High School 1971 — 1975
Peak Oilfield Services April 2014 - Present
Black Oak Partners, LLC March 2013 - April 2014
Federal Reserve Bank of Kansas City July 2012 - February 2013
Hungry Cats Inc. June 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Budgets, Strategic Planning, Payroll, Data Entry, Accounts Payable, Financial Accounting, Journal Entries, Accounting, Account Reconciliation, QuickBooks, Management, Leadership, Cash Management, Project Planning, Risk Management, Sales Tax, Forecasting, Supervisory Skills, Financial Analysis, Invoicing, Policy, Economics, Banking, General Ledger, Training, Data Analysis, Accounts Receivable, Time Management, Auditing, Project Management, Financial Reporting, Teamwork, Team Leadership, Process Improvement, Team Building, Finance, Analysis, CS Professional Software, Financial Statements
Education
Kansas State University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Tarleton State University 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Black Oak Partners, LLC September 2007 - Present
Acxiom 1999 - 2007
Simmons First National Bank February 1985 - October 1999
Simmons First Mortgage Company 1985 - 1997
Skills
Analytics, Business Development, Sales, CRM, Strategic Partnerships, Risk Management, Strategy, Business Intelligence, Management, Account Management, Lead Generation, Start-ups, Team Building, Business Analysis, Database Marketing, Project Management, Salesforce.com, Strategic Planning, Product Development, Sales Management, Customer Acquisition, SaaS, Cross-functional Team..., Product Management, Email Marketing, Cloud Computing, Leadership, Financial Services, Multi-channel Marketing, Data Mining
Education
University of Arkansas 1971 — 1975
Black Oak Partners, LLC July 2006 - Present
Cole & Reed, P.C. November 2001 - July 2006
Skills
General Ledger, Accounting, Financial Reporting
Education
Southeastern Oklahoma State University 1997 — 2001
Accounting, Accounting
Black Oak Partners, LLC March 2003 - Present
The Oklahoma Publishing Company October 1983 - August 2002
Skills
Financial Analysis, GAAP, Financial Reporting, Internal Controls, Accounting
Education
East Central University 1976 — 1980
BS, Accounting
Black Oak Partners, LLC September 2014 - Present
Baldwin Assurance, LLC August 2010 - Present
Skills
Financial Reporting, Tax, Accounting, Financial Analysis, Microsoft Excel
Education
University of Central Oklahoma
Bachelor of Science (BS), Accounting