BOSC, Inc.

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BOSC, Inc. Employees

Employee
Years
Job
Industry
Phil Martin Phil Martin Houston, Texas Details
Phil Martin's BOSC, Inc. Experience September 2013 - January 2015
Job Vice President at Frost Bank
Industry Investment Banking
Experience
Frost Bank  January 2015 - Present
BOSC, Inc.   September 2013 - January 2015
First Southwest Company  June 2006 - September 2013
The Municipal Advisory Council of Texas   June 2004 - May 2006

Skills
Bloomberg, Investment Banking, Fixed Income, Series 7, Bonds, Financial Modeling, Series 63, Financial Structuring, Financial Analysis, Project Finance, Finance, Capital Markets

Education
The University of Texas at Austin - Red McCombs School of Business   2000 — 2004
Bachelor of Business Administration (BBA), Finance

Klein High School

John Robuck John Robuck Houston, Texas Area Details
John Robuck's BOSC, Inc. Experience January 2012 - Present
Job Investment Banker at BOSC, Inc.
Industry Financial Services
Experience
BOSC, Inc.   January 2012 - Present
RBC Capital Markets  June 2000 - December 2011

Education
Baylor University   1991 — 1996
Bachelor of Business Administration (BBA), Finance, General

Highland Park High School   1988 — 1991

Norman Hall Norman Hall Little Rock, Arkansas Details
Norman Hall's BOSC, Inc. Experience March 2003 - September 2004
Job Financial Advisor, Independent Insurance Agent
Industry Financial Services
Experience
Calton & Associates, Inc.   2009 - Present
WFG Investments, Inc.   October 2008 - 2009
BOSC, Inc.   March 2003 - September 2004
Crews & Associates  1991 - 1998

Skills
Investments, Finance, Series 7, Securities, Wealth Management, Investment Advisory, Alternative Investments, Mutual Funds, Financial Advisory, Financial Services, Risk Management, Series 63, Bonds, Portfolio Management, Asset Management, Retirement, Fixed Income, Equities, Estate Planning, Fixed Annuities, Wealth, Trading, Loans, Financial Analysis, Private Equity, 401k Rollovers

Education
University of Arkansas at Little Rock   1977 — 1981

Little Rock Central High School

J. Mark Rawlings, CFP® J. Mark Rawlings, CFP® Dallas/Fort Worth Area Details
J. Mark Rawlings, CFP®'s BOSC, Inc. Experience January 2004 - July 2005
Job Managing Director at United Capital Financial Advisers
Industry Financial Services
Experience
United Capital Financial Advisers, LLC  2005 - Present
Girard Securities  2005 - Present
BOSC, Inc.   January 2004 - July 2005
Ernst & Young LLP  January 1994 - December 2003

Education
Oklahoma State University   1988 — 1993
Bachelor, Accounting

Madeline Burgess Madeline Burgess Greater Milwaukee Area Details
Madeline Burgess's BOSC, Inc. Experience May 2012 - April 2014
Job Merchandise Analyst at Kohl's Department Stores
Industry Banking
Experience
Kohl's Department Stores  June 2014 - Present
BOSC, Inc.   May 2012 - April 2014
Kohl's Department Stores  May 2013 - August 2013
Marquette University History Department   December 2010 - December 2011
Riley's Lawn Service   May 2007 - August 2011

Skills
Salesforce.com, Microsoft Excel, PowerPoint, Customer Service, Social Media, Microsoft Word, Marketing, Marketing Communications, Facebook, Public Speaking, Strategic Planning, Social Media Marketing, Time Management, Public Relations, Social Networking, Marketing Strategy, Account Management, Team Leadership, New Business Development, Leadership

Education
Marquette University   2010 — 2014
Bachelor's, Finanace/Marketing, Junior

City University (GB)   2012 — 2012
Business

Scott DeNeen, CFP®, CRPC®, JD Scott DeNeen, CFP®, CRPC®, JD Tulsa, Oklahoma Area Details
Scott DeNeen, CFP®, CRPC®, JD's BOSC, Inc. Experience November 2013 - Present
Job Senior Financial Consultant | Vice President at BOSC, Inc. | BOKF
Industry Investment Management
Experience
BOK Financial  November 2013 - Present
BOSC, Inc.   November 2013 - Present
J.P. Morgan Securities LLC   January 2013 - September 2013
JPMorgan Chase  January 2010 - December 2012
TrustPoint Management   August 2009 - December 2009
Merrill Lynch  December 2006 - December 2008
Bank of America Private Bank  August 2002 - December 2006
JPMorgan Private Bank  January 1998 - August 2002
Bank of America  January 1997 - January 1998
Bank of America  January 1995 - January 1997

Skills
Business Development, Direct Sales, Client Relationship..., Team Leadership, Strategic Thinking, Private Banking, Private Client, Comprehensive Wealth..., Private Wealth..., Certified Financial..., Financial Planning, Wealth Transfer Planning, Estate Planning, Retirement Income..., Retirement Solutions, Financial Advisory, Asset Management, Alternative Investments, Private Equity, Private Placements, Retail Brokerage, Series 7, Series 66, Series 24, Securities Lending, Mortgage Lending, Asset Based Lending, Real Estate Lending, Trust Management, Personal Trust..., Wealth Management..., Investment Management, Securities, Uniform Combined State..., Investments, Wealth, Retirement, Asset Managment, Strategic Financial..., Retirement Planning, High Net Worth...

Education
University of Arkansas School of Law, Fayetteville   1989 — 1992
Juris Doctorate, Law

University of Missouri-Columbia   1986 — 1989
BSBA, Finance and Economics

memorial high   1981 — 1985

Desi Berry Desi Berry Little Rock, Arkansas Details
Desi Berry's BOSC, Inc. Experience December 2013 - Present
Job Institutional Sales at BOSC, Inc.
Industry Financial Services
Experience
BOSC, Inc.   December 2013 - Present
Arkansas Department of Facilities & Transportation   July 2009 - December 2013
S3 Partners  January 2007 - April 2008

Skills
Asset Management

Education
Southern Polytechnic State University   2003 — 2004
Master of Science, Construction

University of North Carolina at Charlotte   1990 — 1996
Bachelor of Science (BS), Finance

Michael Vickers Michael Vickers Little Rock, Arkansas Area Details
Michael Vickers's BOSC, Inc. Experience 2003 - 2006
Job President, Vickers Capital & Company
Industry Financial Services
Experience
Vickers Capital & Company   2008 - Present
Crews & Associates  2006 - 2008
Bank of Oklahoma  2003 - 2006
BOSC, Inc.   2003 - 2006

Skills
Management, Program Management, Investments, Capital Markets, Financial Analysis, Corporate Finance, Investment Banking, Fixed Income, Valuation, Credit Analysis, Finance, Credit, Equities, Series 7, Financial Modeling, Asset Management, Bonds, Mergers & Acquisitions, Underwriting

Education
University of Arkansas at Pine Bluff   1997 — 2001
Bachelor of Science (BS), Finance

Carmen Vargas Carmen Vargas Greater Los Angeles Area Details
Carmen Vargas's BOSC, Inc. Experience February 2015 - Present
Job Senior Vice PresidentPublic Finance at BOSC, Inc.
Industry Investment Banking
Experience
BOSC, Inc.   February 2015 - Present
Cabrera Capital Markets, LLC  July 2010 - February 2015
Stone & Youngberg  February 2008 - June 2010
Citigroup Global Markets, Inc.   1997 - 2008

Skills
Public Finance, Strategic Planning, Financial Analysis, Fixed Income, Bonds, Investment Banking, Financial Modeling, Securities, Capital Markets, Economics, Bloomberg, Structured Finance, Series 7, Investments, Due Diligence, Finance

Education
Brown University   1994 — 1998
BA, Political Science & Ethnic Studies

Baldwin Park High School   1990 — 1994

Rick Menchaca Rick Menchaca San Antonio, Texas Details
Rick Menchaca's BOSC, Inc. Experience April 2011 - Present
Job
Industry Banking
Experience
BOSC, Inc.   April 2011 - Present
Texas City Management Association   1988 - Present

Skills
FINRA series 52, FINRA Series 63, Series 63, Portfolio Management, Financial Modeling, Economic Development, Asset Managment, Investments, Municipalities, Alternative Investments, Investment Management, Fixed Income, Government, Public Policy, Public Administration, Asset Management, Bonds, Budgets, Capital Markets, Contract Negotiation, Emergency Management, Investment Banking, Leadership, Local Government, Organizational..., Policy, Policy Analysis, Public/private..., Strategic Planning, Community Outreach, Management, Community Development, Public Relations, Program Management, Fundraising, Team Building, Leadership Development, Nonprofits, Public Speaking, Finance, Analysis, Grants, Financial Analysis, Event Planning, Research, Project Planning, Project Management, Customer Service

Education
Texas Tech University   1986 — 1988
Master of Public Admin, City Management

Angelo State University   1983 — 1986
BA, Government/Finance

Lindsay Birch Gander Lindsay Birch Gander Oklahoma City, Oklahoma Area Details
Lindsay Birch Gander's BOSC, Inc. Experience Financial ConsultantBank of Oklahoma2000 - Present
Job Financial Consultant at BOSC, Inc.
Industry Financial Services
Experience
BOSC, Inc.   Financial ConsultantBank of Oklahoma2000 - Present

Education
College of Business   2001 — 2003

Jason Liles Jason Liles Oklahoma City, Oklahoma Area Details
Jason Liles's BOSC, Inc. Experience July 2001 - Present
Job V.P./Client Advisor Bank of Oklahoma Private Bank
Industry Financial Services
Experience
BOSC, Inc.   July 2001 - Present
The Bank of Oklahoma   2001 - Present

Education
University of Central Oklahoma - College of Business Administration

Vanesia Ramsey Vanesia Ramsey Houston, Texas Area Details
Vanesia Ramsey's BOSC, Inc. Experience February 2007 - September 2009
Job Relationship Associate IV at Bank of Texas
Industry Investment Banking
Experience
Bank of Texas  September 2009 - Present
BOSC, Inc.   February 2007 - September 2009

Education
LeTourneau University   2004 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.0

Casey Copus Casey Copus Dallas/Fort Worth Area Details
Casey Copus's BOSC, Inc. Experience April 2004 - October 2012
Job Experienced Regional Brokerage Manager
Industry Financial Services
Experience
BOSC, Inc.   April 2004 - October 2012
First Hawaiian Bank - BWIS   August 1999 - March 2004

Skills
Investments, Portfolio Management, Equities, Banking, Strategic Financial..., Capital Markets, Fixed Income, Alternative Investments, Securities, Financial Services, Retirement Planning, Mutual Funds, Series 7, Executive Management, Series 63, Brokerage, Leadership

Education
University of Oklahoma   1982 — 1989
BBA, Finance, General

Richard Hundley Richard Hundley Houston, Texas Area Details
Richard Hundley's BOSC, Inc. Experience March 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BOSC, Inc.   March 2012 - Present
BBVA Compass  2009 - 2011
Comerica Securities  January 2008 - December 2009
Buchanan Ventures   July 2004 - January 2008
Morgan Stanley  February 2000 - October 2002

Skills
Portfolio Management, Investments, Equities, Finance, Fixed Income, Financial Services, Risk Management, Asset Allocation, Investment Management, Banking, Business Development, Cash Management, Loans, Mutual Funds, Private Banking, Management, Marketing, Sales

Education
Southwest Texas State University
Bachelor Science - Business Administration, Management & Marketing