Capital Analytics
Description
Address: 325 North St. Paul Street #4700, Dallas, TX 75201 Phone: (214) 765-1800Place name: Website: Category: : : : : : : Hours: Website: http://www.mufg-investorservices.com/office-locations/dallas/ Category: Financial Institution 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Capital Analytics Posting publicly on the Web Write a review Reviews 1 Google review
Capital Analytics List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Analytics. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Capital Analytics Salaries. You can even request information on how much does Capital Analytics pay if you want to. Learn about salaries, pros and cons of working for Capital Analytics directly from the past employees.
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Capital Analytics Employees
Employee
Years
Job
Industry
Crystal Bishop Crystal Bishop's Capital Analytics Experience June 2001 - June 2004
Job Owner, Top Page Marketing Solutions
Industry Marketing and Advertising
Experience
Top Page Marketing Solutions February 2009 - Present
JPMorgan Chase June 2004 - February 2009
Capital Analytics June 2001 - June 2004
Skills
Online Advertising, SEO, Social Media Marketing, Web Design, Social Media, Advertising, Entrepreneurship, Marketing Strategy, Email Marketing, Graphic Design, Marketing, E-commerce, SEM, Small Business, Social Networking, Web Development, Start-ups, Digital Marketing, Wordpress, PPC, Mergers, Financial Analysis, Due Diligence, Web Analytics
Education
The University of Texas at Dallas 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Economics and Finance
Tarrant County College 1993 — 1996
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Top Page Marketing Solutions February 2009 - Present
JPMorgan Chase June 2004 - February 2009
Capital Analytics June 2001 - June 2004
Skills
Online Advertising, SEO, Social Media Marketing, Web Design, Social Media, Advertising, Entrepreneurship, Marketing Strategy, Email Marketing, Graphic Design, Marketing, E-commerce, SEM, Small Business, Social Networking, Web Development, Start-ups, Digital Marketing, Wordpress, PPC, Mergers, Financial Analysis, Due Diligence, Web Analytics
Education
The University of Texas at Dallas 1997 — 2000
Bachelor of Applied Science (B.A.Sc.), Economics and Finance
Tarrant County College 1993 — 1996
Associate of Arts and Sciences (A.A.S.), Business/Commerce, General
Adam German Adam German's Capital Analytics Experience July 2015 - Present
Job Financial Reporting Analyst at Capital Analytics Neuberger Berman
Industry Financial Services
Experience
Capital Analytics July 2015 - Present
Scout Investments June 2014 - July 2015
UMB Bank July 2013 - June 2014
Missouri State Treasurer's Office August 2012 - December 2012
Renew Missouri February 2012 - August 2012
Skills
Investments, Microsoft Excel, Time Management, Customer Service, Microsoft Office, Facebook, Business Development, Teamwork, Event Planning, Management, Marketing Research, Finance, Social Media, Public Speaking, Leadership, Analysis, PowerPoint, Microsoft Word, Financial Analysis
Education
University of Missouri-Columbia, College of Business 2008 — 2013
Bachelors, Finance/Banking
Capital Analytics July 2015 - Present
Scout Investments June 2014 - July 2015
UMB Bank July 2013 - June 2014
Missouri State Treasurer's Office August 2012 - December 2012
Renew Missouri February 2012 - August 2012
Skills
Investments, Microsoft Excel, Time Management, Customer Service, Microsoft Office, Facebook, Business Development, Teamwork, Event Planning, Management, Marketing Research, Finance, Social Media, Public Speaking, Leadership, Analysis, PowerPoint, Microsoft Word, Financial Analysis
Education
University of Missouri-Columbia, College of Business 2008 — 2013
Bachelors, Finance/Banking
Danielle Appel's Capital Analytics Experience January 2013 - August 2013
Job Assistant Controller at Clarion Partners LLC
Industry Financial Services
Experience
Clarion Partners LLC May 2014 - Present
Invesco August 2013 - May 2014
Capital Analytics January 2013 - August 2013
Capital Analytics August 2008 - December 2012
Rockrose Development Corp. July 2005 - June 2008
Skills
Financial Analysis, Accounting, Partnership Accounting, Asset Managment, Fund Accounting, Investments, Budgets, Accruals, GAAP, Year-end Close, Account Reconciliation, Financial Statements, Microsoft Excel, Real Estate, Internal Audit, Asset Management
Education
Tulane University 2001 — 2005
BSM, Finance & Accounting
Clarion Partners LLC May 2014 - Present
Invesco August 2013 - May 2014
Capital Analytics January 2013 - August 2013
Capital Analytics August 2008 - December 2012
Rockrose Development Corp. July 2005 - June 2008
Skills
Financial Analysis, Accounting, Partnership Accounting, Asset Managment, Fund Accounting, Investments, Budgets, Accruals, GAAP, Year-end Close, Account Reconciliation, Financial Statements, Microsoft Excel, Real Estate, Internal Audit, Asset Management
Education
Tulane University 2001 — 2005
BSM, Finance & Accounting
Doneal Chandler Jr., CPA Doneal Chandler Jr., CPA's Capital Analytics Experience May 2015 - Present
Job Senior Fund Accountant
Industry Accounting
Experience
Capital Analytics May 2015 - Present
JP Morgan Chase November 2010 - May 2015
Fidelity Investments August 2007 - October 2010
JP Morgan Chase July 2004 - May 2007
Skills
Accounting, Auditing, Business Process..., Coaching, Finance, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, GAAP, Internal Controls, Leadership, Management, Performance Management, Securities, Policy, Team Building, Training, Customer Service, Loans, Account Reconciliation, Risk Management, Banking
Education
Northwood University 1996 — 2000
BBA, Accounting
Capital Analytics May 2015 - Present
JP Morgan Chase November 2010 - May 2015
Fidelity Investments August 2007 - October 2010
JP Morgan Chase July 2004 - May 2007
Skills
Accounting, Auditing, Business Process..., Coaching, Finance, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, GAAP, Internal Controls, Leadership, Management, Performance Management, Securities, Policy, Team Building, Training, Customer Service, Loans, Account Reconciliation, Risk Management, Banking
Education
Northwood University 1996 — 2000
BBA, Accounting
Brittany Lunney Brittany Lunney's Capital Analytics Experience June 2014 - Present
Job Financial Reporting Analyst at Capital Analytics
Industry Financial Services
Experience
Capital Analytics June 2014 - Present
Highland Capital Management, L.P. May 2013 - August 2013
The Wealth Strategies Group January 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Bloomberg, Hedge Funds, Financial Analysis, Investments, Economics, Financial Reporting, Finance, Alternative Investments, Accounting, Bloomberg Terminal, Financial Modeling
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (BS), Finance, General
Capital Analytics June 2014 - Present
Highland Capital Management, L.P. May 2013 - August 2013
The Wealth Strategies Group January 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Bloomberg, Hedge Funds, Financial Analysis, Investments, Economics, Financial Reporting, Finance, Alternative Investments, Accounting, Bloomberg Terminal, Financial Modeling
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (BS), Finance, General
Derek Johnson, CPA's Capital Analytics Experience January 2015 - Present
Job Senior Fund Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics January 2015 - Present
Capital Analytics May 2013 - December 2014
Capital Analytics (Neuberger Berman) September 2011 - April 2013
Deloitte & Touche September 2007 - September 2011
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, SEC filings, Big 4, CPA, External Audit, Auditing, Financial Statements, Financial Accounting, Financial Reporting, Consolidation, General Ledger, Accounting, SEC Filings
Education
The University of Texas at Austin 2002 — 2007
Master's degree, Accounting
Capital Analytics January 2015 - Present
Capital Analytics May 2013 - December 2014
Capital Analytics (Neuberger Berman) September 2011 - April 2013
Deloitte & Touche September 2007 - September 2011
Skills
US GAAP, Internal Controls, Sarbanes-Oxley Act, GAAP, SEC filings, Big 4, CPA, External Audit, Auditing, Financial Statements, Financial Accounting, Financial Reporting, Consolidation, General Ledger, Accounting, SEC Filings
Education
The University of Texas at Austin 2002 — 2007
Master's degree, Accounting
Melissa Fabiano, CPA Melissa Fabiano, CPA's Capital Analytics Experience January 2014 - Present
Job Fund Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics January 2014 - Present
Capital Analytics October 2012 - January 2014
Deloitte & Touche September 2010 - October 2012
Education
Texas Christian University 2005 — 2010
Master of Accounting
Capital Analytics January 2014 - Present
Capital Analytics October 2012 - January 2014
Deloitte & Touche September 2010 - October 2012
Education
Texas Christian University 2005 — 2010
Master of Accounting
Abby Engles Abby Engles's Capital Analytics Experience August 2014 - Present
Job Senior Fund Accountant at Capital Analytics
Industry Accounting
Experience
Capital Analytics August 2014 - Present
Greyhound Lines, Inc. July 2013 - August 2014
Pasternak & Associates December 2010 - July 2013
Paul Mitchell July 2009 - December 2010
Henry S. Miller August 2009 - October 2010
Marcus & Millichap May 2008 - August 2009
Power Properties October 2007 - April 2008
Levenson & Hill August 2007 - October 2007
Levenson & Hill November 2006 - August 2007
University of Mississippi January 2006 - May 2006
Skills
Management, Analysis, Financial Analysis, Sales, Customer Service, Marketing, Retail, Real Estate, Selling, Training, Finance, Microsoft Excel, Accounting, Microsoft Office, Leadership, Financial Reporting, QuickBooks, Strategic Planning, Team Building
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Kinesiology- Sport Management
Capital Analytics August 2014 - Present
Greyhound Lines, Inc. July 2013 - August 2014
Pasternak & Associates December 2010 - July 2013
Paul Mitchell July 2009 - December 2010
Henry S. Miller August 2009 - October 2010
Marcus & Millichap May 2008 - August 2009
Power Properties October 2007 - April 2008
Levenson & Hill August 2007 - October 2007
Levenson & Hill November 2006 - August 2007
University of Mississippi January 2006 - May 2006
Skills
Management, Analysis, Financial Analysis, Sales, Customer Service, Marketing, Retail, Real Estate, Selling, Training, Finance, Microsoft Excel, Accounting, Microsoft Office, Leadership, Financial Reporting, QuickBooks, Strategic Planning, Team Building
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Kinesiology- Sport Management
Tony French Tony French's Capital Analytics Experience April 2014 - Present
Job Senior Fund Accountant at Capital Analytics
Industry Financial Services
Experience
Capital Analytics April 2014 - Present
Fidelity Investments November 2011 - April 2014
JP MORGAN CHASE February 2008 - November 2011
Countrywide Home Loans January 2006 - February 2008
Skills
Proficient in Microsoft..., Proficient in Bloomberg..., Financial Accounting, Financial Analysis, Fund Accounting, Invoice Finance, Expense Management, Accounting, Financial Statements, Accruals
Education
The University of Texas at Arlington 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Texarkana College 2000 — 2002
Capital Analytics April 2014 - Present
Fidelity Investments November 2011 - April 2014
JP MORGAN CHASE February 2008 - November 2011
Countrywide Home Loans January 2006 - February 2008
Skills
Proficient in Microsoft..., Proficient in Bloomberg..., Financial Accounting, Financial Analysis, Fund Accounting, Invoice Finance, Expense Management, Accounting, Financial Statements, Accruals
Education
The University of Texas at Arlington 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Texarkana College 2000 — 2002
Ross McFarland Ross McFarland's Capital Analytics Experience December 2014 - Present
Job Financial Reporting Analyst at Capital Analytics
Industry Venture Capital & Private Equity
Experience
Capital Analytics December 2014 - Present
Satori Capital June 2014 - August 2014
Indego Africa May 2013 - August 2013
Burlington Downtown Corporation March 2013 - May 2013
Parvati Swayamrojgar September 2012 - December 2012
South Carolina Aquarium May 2011 - August 2011
Skills
Facebook, Nonprofits, Microsoft Word, Press Releases, PowerPoint, Social Impact Assessment, Social Entrepreneurship, Microsoft Office, Microsoft Excel, Private Equity
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
BSBA, Finance, Minor - Economics
Fergusson College 2012 — 2012
Developmental Economics and International Development
Capital Analytics December 2014 - Present
Satori Capital June 2014 - August 2014
Indego Africa May 2013 - August 2013
Burlington Downtown Corporation March 2013 - May 2013
Parvati Swayamrojgar September 2012 - December 2012
South Carolina Aquarium May 2011 - August 2011
Skills
Facebook, Nonprofits, Microsoft Word, Press Releases, PowerPoint, Social Impact Assessment, Social Entrepreneurship, Microsoft Office, Microsoft Excel, Private Equity
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
BSBA, Finance, Minor - Economics
Fergusson College 2012 — 2012
Developmental Economics and International Development
Neenah Jain's Capital Analytics Experience September 2002 - May 2005
Job at Radius Ventures
Industry Financial Services
Experience
Radius Ventures May 2008 - Present
IPcelerate, Inc. May 2005 - May 2008
Capital Analytics September 2002 - May 2005
PricewaterhouseCoopers September 1998 - September 2002
Skills
Private Equity, Due Diligence, Financial Modeling, Venture Capital, Financial Analysis, Valuation, Accounting, Mergers, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Tax, Investments, Cash Flow, Forecasting, Financial Accounting, Financial Statements, Corporate Finance, Start-ups
Education
Southern Methodist University 1996 — 1998
Bachelor of Business Administration (B.B.A.), Accounting
University of Arkansas 1994 — 1996
Architecture
Radius Ventures May 2008 - Present
IPcelerate, Inc. May 2005 - May 2008
Capital Analytics September 2002 - May 2005
PricewaterhouseCoopers September 1998 - September 2002
Skills
Private Equity, Due Diligence, Financial Modeling, Venture Capital, Financial Analysis, Valuation, Accounting, Mergers, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Tax, Investments, Cash Flow, Forecasting, Financial Accounting, Financial Statements, Corporate Finance, Start-ups
Education
Southern Methodist University 1996 — 1998
Bachelor of Business Administration (B.B.A.), Accounting
University of Arkansas 1994 — 1996
Architecture
Emad Musharbash, CPA Emad Musharbash, CPA's Capital Analytics Experience July 2008 - May 2009
Job Associate auditor at Malnory, McNeal & Co. PC.
Industry Accounting
Experience
Malnory, McNeal & Co. PC. June 2011 - Present
Malnory, McNeal & Co. June 2010 - September 2010
Capital Analytics July 2008 - May 2009
Southern Arkansas University August 2007 - May 2008
RAYMOND JAMES FINANCIAL SERVICES June 2007 - August 2007
Southern Arkansas University August 2005 - December 2006
Education
The University of Texas at Arlington 2009 — 2011
Masters of Science, Quantitative Finance
Southern Arkansas University 2003 — 2008
Bachelor of Business Administration, ACCOUNTING / FINANCE
Malnory, McNeal & Co. PC. June 2011 - Present
Malnory, McNeal & Co. June 2010 - September 2010
Capital Analytics July 2008 - May 2009
Southern Arkansas University August 2007 - May 2008
RAYMOND JAMES FINANCIAL SERVICES June 2007 - August 2007
Southern Arkansas University August 2005 - December 2006
Education
The University of Texas at Arlington 2009 — 2011
Masters of Science, Quantitative Finance
Southern Arkansas University 2003 — 2008
Bachelor of Business Administration, ACCOUNTING / FINANCE
Heather Healy, CPA Heather Healy, CPA's Capital Analytics Experience July 2014 - June 2015
Job Equestrian Assistant Coach Hunter Seat at Baylor University
Industry Accounting
Experience
Baylor University July 2015 - Present
Healy Hunters, LLC September 2013 - Present
Capital Analytics July 2014 - June 2015
BDO USA, LLP October 2013 - June 2014
BDO USA, LLP October 2011 - September 2013
Park Lane Equestrian October 2011 - August 2013
BDO USA, LLP January 2011 - March 2011
Skills
Horses, Horse Training, Accounting, GAAP, Auditing, GAAS, Financial Reporting, Internal Controls, Audits of Employee..., CPA, SEC filings
Education
Baylor University - Hankamer School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
Baylor University July 2015 - Present
Healy Hunters, LLC September 2013 - Present
Capital Analytics July 2014 - June 2015
BDO USA, LLP October 2013 - June 2014
BDO USA, LLP October 2011 - September 2013
Park Lane Equestrian October 2011 - August 2013
BDO USA, LLP January 2011 - March 2011
Skills
Horses, Horse Training, Accounting, GAAP, Auditing, GAAS, Financial Reporting, Internal Controls, Audits of Employee..., CPA, SEC filings
Education
Baylor University - Hankamer School of Business 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
Tiffani Tucker, MBA. Tiffani Tucker, MBA.'s Capital Analytics Experience May 2003 - August 2003
Job Recruiter at PFS Investments
Industry Financial Services
Experience
PFS Investments July 2014 - Present
DynCorp International October 2011 - August 2014
Lockheed Missiles and Space May 2006 - March 2011
Lockheed Martin Space Systems Company May 2006 - May 2008
INROADS 2006 - 2008
Vacation Tour and Travel December 2004 - May 2006
Capital Analytics May 2003 - August 2003
Skills
Financial Analysis, Customer Service, Access, Microsoft Excel, Strategic Planning, SAP, Supply Management, Financial Reporting, PowerPoint, Outlook, Cost Accounting, Cross-functional Team..., Corporate Communications, Quickbooks, Supplier Management, COGNOS, WebFOCUS, DoD, DCAA, Microsoft Word, Data Analysis, Budget Monitoring, Research, Project Tracking, Citrix, OnBase
Education
Texas A&M University-Commerce 2010 — 2012
MBA, Business Administration/Finance, 3.0
University of North Texas 2004 — 2008
Bachelor, Accounting Control Systems
Townview Magnet HS 2000 — 2004
Diploma, Business Administration and Management, General
PFS Investments July 2014 - Present
DynCorp International October 2011 - August 2014
Lockheed Missiles and Space May 2006 - March 2011
Lockheed Martin Space Systems Company May 2006 - May 2008
INROADS 2006 - 2008
Vacation Tour and Travel December 2004 - May 2006
Capital Analytics May 2003 - August 2003
Skills
Financial Analysis, Customer Service, Access, Microsoft Excel, Strategic Planning, SAP, Supply Management, Financial Reporting, PowerPoint, Outlook, Cost Accounting, Cross-functional Team..., Corporate Communications, Quickbooks, Supplier Management, COGNOS, WebFOCUS, DoD, DCAA, Microsoft Word, Data Analysis, Budget Monitoring, Research, Project Tracking, Citrix, OnBase
Education
Texas A&M University-Commerce 2010 — 2012
MBA, Business Administration/Finance, 3.0
University of North Texas 2004 — 2008
Bachelor, Accounting Control Systems
Townview Magnet HS 2000 — 2004
Diploma, Business Administration and Management, General
Jim Sellner, CPA, MBA Jim Sellner, CPA, MBA's Capital Analytics Experience August 2015 - Present
Job Fund Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics August 2015 - Present
J.P. Morgan January 2014 - August 2015
Capital Analytics June 2010 - January 2014
City of Garland February 2010 - April 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, US GAAP, Financial Statements, Microsoft Excel, General Ledger, GAAP, Internal Controls, Fund Accounting, CPA, Fund Of Funds, Alternative Investments, Accruals, Financial Audits, Private Equity, Preparation, Accounts Payable, Accounts Receivable, Consolidation, Financial Statement..., Year-end Close, Bank Reconciliation, Account Reconciliation, Cash Flow, Revenue Recognition, Cash Management
Education
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Dallas - School of Management 2009 — 2010
MS, Accounting & Information Management
The University of Texas at Dallas 2007 — 2009
Bachelor of Science, Accounting & Information Management, Finance
Capital Analytics August 2015 - Present
J.P. Morgan January 2014 - August 2015
Capital Analytics June 2010 - January 2014
City of Garland February 2010 - April 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Auditing, US GAAP, Financial Statements, Microsoft Excel, General Ledger, GAAP, Internal Controls, Fund Accounting, CPA, Fund Of Funds, Alternative Investments, Accruals, Financial Audits, Private Equity, Preparation, Accounts Payable, Accounts Receivable, Consolidation, Financial Statement..., Year-end Close, Bank Reconciliation, Account Reconciliation, Cash Flow, Revenue Recognition, Cash Management
Education
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Dallas - School of Management 2009 — 2010
MS, Accounting & Information Management
The University of Texas at Dallas 2007 — 2009
Bachelor of Science, Accounting & Information Management, Finance
Adriana Christopher Adriana Christopher's Capital Analytics Experience 2013 - Present
Job Project Manager at Capital Analytics / CalPERS Private Equity project
Industry Information Technology and Services
Experience
Capital Analytics 2013 - Present
Project Management Plus 1998 - Present
California Correctional Health Care Services (CCHCS) 2010 - 2013
California Department of Public Health (CDPH) 2006 - 2010
Northern California itSMF 2003 - 2010
The George Washington University 2005 - 2006
California State Teachers Retirement Systems (CalSTRS) 2000 - 2005
Nevada NOMADS project 2000 - 2000
California Franchise Tax Board (FTB) 1999 - 2000
California Board of Equalization (BOE) 1998 - 1999
Skills
PMP, ITIL, Change Management, Leadership, Project Management, Strategy, Business Analysis, Management, Information Technology, Service Management, IT Strategy, Release Management, Leading Organizational..., Business Process...
Education
Touro University 2000 — 2002
MBA
Northeastern University 1981 — 1992
BSBA
Capital Analytics 2013 - Present
Project Management Plus 1998 - Present
California Correctional Health Care Services (CCHCS) 2010 - 2013
California Department of Public Health (CDPH) 2006 - 2010
Northern California itSMF 2003 - 2010
The George Washington University 2005 - 2006
California State Teachers Retirement Systems (CalSTRS) 2000 - 2005
Nevada NOMADS project 2000 - 2000
California Franchise Tax Board (FTB) 1999 - 2000
California Board of Equalization (BOE) 1998 - 1999
Skills
PMP, ITIL, Change Management, Leadership, Project Management, Strategy, Business Analysis, Management, Information Technology, Service Management, IT Strategy, Release Management, Leading Organizational..., Business Process...
Education
Touro University 2000 — 2002
MBA
Northeastern University 1981 — 1992
BSBA
Andy Waters Andy Waters's Capital Analytics Experience March 2007 - Present
Job Senior Fund Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics March 2007 - Present
Hudson Advisors, LLC March 2004 - March 2007
KPMG December 2002 - March 2004
Skills
Private Equity, Real Estate, Audit, Financial Reporting, Auditing, Fund Accounting, Accounting, Financial Analysis, GAAP, Finance, Due Diligence, Financial Accounting, Investments, Financial Statements, General Ledger, Tax, US GAAP
Education
Texas Tech University - Rawls College of Business 1997 — 2002
BBA, Accounting, Finance
Capital Analytics March 2007 - Present
Hudson Advisors, LLC March 2004 - March 2007
KPMG December 2002 - March 2004
Skills
Private Equity, Real Estate, Audit, Financial Reporting, Auditing, Fund Accounting, Accounting, Financial Analysis, GAAP, Finance, Due Diligence, Financial Accounting, Investments, Financial Statements, General Ledger, Tax, US GAAP
Education
Texas Tech University - Rawls College of Business 1997 — 2002
BBA, Accounting, Finance
Norma Amparan Norma Amparan's Capital Analytics Experience July 2006 - Present
Job Principal at Capital Analytics
Industry Financial Services
Experience
Capital Analytics July 2006 - Present
Ernst & Young LLP September 1995 - July 2006
Education
Southern Methodist University - Cox School of Business 1991 — 1995
BBA
Capital Analytics July 2006 - Present
Ernst & Young LLP September 1995 - July 2006
Education
Southern Methodist University - Cox School of Business 1991 — 1995
BBA
James Bonney James Bonney's Capital Analytics Experience June 2008 - August 2009
Job Senior Staff Accountant Revenue at Availity
Industry Financial Services
Experience
MedSynergies (contract) April 2014 - April 2015
Invesco July 2012 - January 2014
Hudson Advisors, LLC March 2011 - January 2012
JP Morgan - Private Equity Funds Services February 2010 - March 2011
Capital Analytics June 2008 - August 2009
LPB Energy Consulting March 2007 - June 2008
Pizza Hut May 2005 - March 2007
Yum Brands, Inc. April 2001 - May 2005
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, GAAP, General Ledger, Microsoft Excel, Account Reconciliation, Auditing, Private Equity, Cash Flow, Due Diligence, Budgets, Analysis, PeopleSoft, Business Analysis, Banking, Financial Statements, Process Improvement, US GAAP, Access, Essbase, Hyperion Enterprise, Financial Services, Fund Accounting, Treasury, QuickBooks, Accounts Payable, Income Statement, P&L, Corporate Finance, Credit Analysis, Technical Writing, Finance
Education
Texas A&M University-Commerce
BBA, Finance
MedSynergies (contract) April 2014 - April 2015
Invesco July 2012 - January 2014
Hudson Advisors, LLC March 2011 - January 2012
JP Morgan - Private Equity Funds Services February 2010 - March 2011
Capital Analytics June 2008 - August 2009
LPB Energy Consulting March 2007 - June 2008
Pizza Hut May 2005 - March 2007
Yum Brands, Inc. April 2001 - May 2005
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, GAAP, General Ledger, Microsoft Excel, Account Reconciliation, Auditing, Private Equity, Cash Flow, Due Diligence, Budgets, Analysis, PeopleSoft, Business Analysis, Banking, Financial Statements, Process Improvement, US GAAP, Access, Essbase, Hyperion Enterprise, Financial Services, Fund Accounting, Treasury, QuickBooks, Accounts Payable, Income Statement, P&L, Corporate Finance, Credit Analysis, Technical Writing, Finance
Education
Texas A&M University-Commerce
BBA, Finance
Stephanie Setzer's Capital Analytics Experience July 2007 - February 2008
Job Fund Reporting Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2015 - Present
Greater Keller Chamber of Commerce May 2015 - August 2015
C-III Capital Partners LLC May 2009 - January 2014
Capital Analytics July 2007 - February 2008
HM Capital August 2005 - June 2007
Crow Holdings 1999 - 2003
Lane Gorman Trubitt PLLC March 1997 - November 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Fund Accounting, Private Equity, Nonprofits
Education
University of Louisiana at Monroe 1990 — 1995
BBA, Accounting
Fidelity Investments August 2015 - Present
Greater Keller Chamber of Commerce May 2015 - August 2015
C-III Capital Partners LLC May 2009 - January 2014
Capital Analytics July 2007 - February 2008
HM Capital August 2005 - June 2007
Crow Holdings 1999 - 2003
Lane Gorman Trubitt PLLC March 1997 - November 1999
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Fund Accounting, Private Equity, Nonprofits
Education
University of Louisiana at Monroe 1990 — 1995
BBA, Accounting
Spencer Fred's Capital Analytics Experience July 2015 - Present
Job Operations Accountant at Capital Analytics
Industry Sports
Experience
Capital Analytics July 2015 - Present
Life Management Resources May 2010 - May 2015
Oklahoma City Thunder October 2013 - January 2014
Skills
Athletics, Football, Sports Management, Sports, Baseball, Payroll, Fitness, Accounting, Sports Marketing, Basketball, Ticket Sales, Microsoft Word, Microsoft Excel
Education
University of Oklahoma 2010 — 2015
Bachelor of Business Administration (B.B.A.), Sports Management
University of Oklahoma 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
University of Oklahoma 2010 — 2015
Bachelor of Arts (BA), Psychology
Capital Analytics July 2015 - Present
Life Management Resources May 2010 - May 2015
Oklahoma City Thunder October 2013 - January 2014
Skills
Athletics, Football, Sports Management, Sports, Baseball, Payroll, Fitness, Accounting, Sports Marketing, Basketball, Ticket Sales, Microsoft Word, Microsoft Excel
Education
University of Oklahoma 2010 — 2015
Bachelor of Business Administration (B.B.A.), Sports Management
University of Oklahoma 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
University of Oklahoma 2010 — 2015
Bachelor of Arts (BA), Psychology
Brody Hammonds's Capital Analytics Experience August 2013 - June 2014
Job Product Strategist at Memory Science
Industry Financial Services
Experience
Memory Science 2014 - Present
Capital Analytics August 2013 - June 2014
PRGX September 2012 - July 2013
Macquarie Group June 2011 - August 2011
McMordie & Co CPAs July 2010 - May 2011
Delta Chi Fraternity January 2010 - January 2011
Darden Restaurants July 2010 - November 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Microsoft Office, Research, Finance, Public Speaking, Outlook, Teamwork, Investments, Financial Reporting
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Arts, Corporate Finance
Memory Science 2014 - Present
Capital Analytics August 2013 - June 2014
PRGX September 2012 - July 2013
Macquarie Group June 2011 - August 2011
McMordie & Co CPAs July 2010 - May 2011
Delta Chi Fraternity January 2010 - January 2011
Darden Restaurants July 2010 - November 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Microsoft Office, Research, Finance, Public Speaking, Outlook, Teamwork, Investments, Financial Reporting
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Arts, Corporate Finance
Meagan Given, CPA Meagan Given, CPA's Capital Analytics Experience November 2013 - Present
Job Fund Accountant at Capital Analytics
Industry Management Consulting
Experience
Capital Analytics November 2013 - Present
Deloitte September 2012 - November 2013
Pekin Insurance May 2011 - August 2011
Skills
External Audit, IFRS, US GAAP, Real Estate, Consumer Products, GAAP, Accounting, Financial Reporting, Passed all 4 CPA exam..., Big 4, Sarbanes-Oxley Act, CPA, Financial Statements, Auditing, Financial Accounting, Microsoft Excel
Education
ESCP 2012 — 2012
Study Abroad, IFRS
The University of Texas at Austin 2011 — 2012
Master's degree, Professional Accounting
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Accountancy
University of Manchester - Manchester Business School 2009 — 2009
European Summer Study Programme, International Business, A
Capital Analytics November 2013 - Present
Deloitte September 2012 - November 2013
Pekin Insurance May 2011 - August 2011
Skills
External Audit, IFRS, US GAAP, Real Estate, Consumer Products, GAAP, Accounting, Financial Reporting, Passed all 4 CPA exam..., Big 4, Sarbanes-Oxley Act, CPA, Financial Statements, Auditing, Financial Accounting, Microsoft Excel
Education
ESCP 2012 — 2012
Study Abroad, IFRS
The University of Texas at Austin 2011 — 2012
Master's degree, Professional Accounting
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (B.S.), Accountancy
University of Manchester - Manchester Business School 2009 — 2009
European Summer Study Programme, International Business, A
Merene Makil, CPA Merene Makil, CPA's Capital Analytics Experience September 2013 - March 2014
Job Controller at Williams Financial Group
Industry Financial Services
Experience
Williams Financial Group March 2014 - Present
Capital Analytics September 2013 - March 2014
Moore Capital Management August 2009 - June 2013
E&Y August 2006 - August 2009
Skills
SEC filings, Financial Analysis, Internal Controls, GAAP, Financial Reporting, Private Equity, Valuation, CPA, Due Diligence, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Science, Accountancy
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science, Economics
Carteret High School 1998 — 2002
Williams Financial Group March 2014 - Present
Capital Analytics September 2013 - March 2014
Moore Capital Management August 2009 - June 2013
E&Y August 2006 - August 2009
Skills
SEC filings, Financial Analysis, Internal Controls, GAAP, Financial Reporting, Private Equity, Valuation, CPA, Due Diligence, US GAAP
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Science, Accountancy
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science, Economics
Carteret High School 1998 — 2002
Jessica Boltinghouse's Capital Analytics Experience January 2015 - Present
Job Fund Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics January 2015 - Present
Capital Analytics October 2013 - December 2014
Dairy.com January 2013 - October 2013
Dairy.com June 2010 - December 2012
Skills
NetSuite, Microsoft Excel, Microsoft Office, Microsoft Word, ExpenseCloud, Adobe, PowerPoint, Financial Analysis, Investran
Education
Simpson College 2006 — 2010
BA, Accounting
Capital Analytics January 2015 - Present
Capital Analytics October 2013 - December 2014
Dairy.com January 2013 - October 2013
Dairy.com June 2010 - December 2012
Skills
NetSuite, Microsoft Excel, Microsoft Office, Microsoft Word, ExpenseCloud, Adobe, PowerPoint, Financial Analysis, Investran
Education
Simpson College 2006 — 2010
BA, Accounting
Jeremy Berry, FRM, ERP, CMA's Capital Analytics Experience May 2012 - October 2012
Job Senior Credit Risk Analyst at Energy Future Holdings
Industry Financial Services
Experience
Energy Future Holdings Senior Derivatives AccountantLUMINANT ENERGYSeptember 2012 - Present
Capital Analytics May 2012 - October 2012
TPG Capital, L.P., November 2011 - May 2012
The Capital Group Companies May 2010 - October 2011
Alpha Omega Capital Partners February 2010 - May 2010
Ethos Group February 2009 - July 2009
Stryker Communications May 2008 - August 2008
KONE Elevators January 2003 - May 2004
KONE Elevators, Italy January 2002 - January 2003
Skills
Valuation, Accounting, Forecasting, Budgets, Financial Modeling, Financial Analysis, Finance, Due Diligence, Analysis, Auditing, Portfolio Management, GAAP, SAP, Account Reconciliation, Management, Investments
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
MAcc, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Investments and Corporate Finance
The University of Texas at Arlington 2002 — 2007
BBA, International Business/French
The University of Texas at Arlington 2002 — 2007
BS, Economics
Virginia Military Institute 1996 — 2002
BS, Mechanical Engineering
Energy Future Holdings Senior Derivatives AccountantLUMINANT ENERGYSeptember 2012 - Present
Capital Analytics May 2012 - October 2012
TPG Capital, L.P., November 2011 - May 2012
The Capital Group Companies May 2010 - October 2011
Alpha Omega Capital Partners February 2010 - May 2010
Ethos Group February 2009 - July 2009
Stryker Communications May 2008 - August 2008
KONE Elevators January 2003 - May 2004
KONE Elevators, Italy January 2002 - January 2003
Skills
Valuation, Accounting, Forecasting, Budgets, Financial Modeling, Financial Analysis, Finance, Due Diligence, Analysis, Auditing, Portfolio Management, GAAP, SAP, Account Reconciliation, Management, Investments
Education
The College of William and Mary - The Mason School of Business 2009 — 2010
MAcc, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Investments and Corporate Finance
The University of Texas at Arlington 2002 — 2007
BBA, International Business/French
The University of Texas at Arlington 2002 — 2007
BS, Economics
Virginia Military Institute 1996 — 2002
BS, Mechanical Engineering
Michelle Coppolino's Capital Analytics Experience 2006 - 2008
Job Director C III Capital Partners LLC
Industry Accounting
Experience
C-III Asset Management LLC October 2008 - Present
Capital Analytics 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Fund Accounting, GAAP, Account Reconciliation, Financial Reporting, Financial Accounting, Accounting, Due Diligence, Internal Controls, General Ledger, Auditing
Education
University of North Texas 1989 — 1995
BS/MS, Accounting
C-III Asset Management LLC October 2008 - Present
Capital Analytics 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Fund Accounting, GAAP, Account Reconciliation, Financial Reporting, Financial Accounting, Accounting, Due Diligence, Internal Controls, General Ledger, Auditing
Education
University of North Texas 1989 — 1995
BS/MS, Accounting
Madison W. Harris's Capital Analytics Experience July 2010 - Present
Job Senior Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics July 2010 - Present
Capital Analytics July 2008 - July 2010
PricewaterhouseCoopers August 2006 - July 2008
Skills
External Audit, Big 4, Internal Controls, US GAAP, SEC filings, Auditing, GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting
Education
Baylor University - Hankamer School of Business 1999 — 2004
Bachelor of Business Administration (BBA), Accounting
Baylor University - Hankamer School of Business
Master's degree, Accounting
Capital Analytics July 2010 - Present
Capital Analytics July 2008 - July 2010
PricewaterhouseCoopers August 2006 - July 2008
Skills
External Audit, Big 4, Internal Controls, US GAAP, SEC filings, Auditing, GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting
Education
Baylor University - Hankamer School of Business 1999 — 2004
Bachelor of Business Administration (BBA), Accounting
Baylor University - Hankamer School of Business
Master's degree, Accounting
Monica Rachel, CPA's Capital Analytics Experience July 2014 - Present
Job CPA experienced in Treasury Management and Financial Accounting
Industry Oil & Energy
Experience
Capital Analytics July 2014 - Present
JP Energy Partners, LP July 2012 - November 2013
Dale Resources, LLC April 2009 - July 2012
Merit Energy Company January 2007 - January 2009
Merit Energy Company June 2004 - November 2006
Merit Energy Company June 2003 - May 2004
Merit Energy Company April 2002 - June 2003
Merit Energy Company July 2001 - March 2002
Skills
Financial Analysis, General Ledger, Auditing, Microsoft Excel, SAP, Budgets, Strategic Financial..., Partnership Accounting, Investor Relations, Energy Industry, Oil/Gas, Cash Flow, Investor Relations..., Knowledge Transfer, PowerPoint, Policy Writing, Employee Training, Development Of Employees, G/L Reconciliations, Trend Analysis, Financial Planning, Financial Reporting, Oil&Gas, CPA, Accounting, Financial Accounting, Microsoft Dynamics GP, Microsoft Office, Intercompany..., Intercompany Accounts, Joint Ventures
Education
The University of Texas at Austin 1997 — 2000
Master in Professional Accounting, Bachelor of Business Administration, Accounting
Capital Analytics July 2014 - Present
JP Energy Partners, LP July 2012 - November 2013
Dale Resources, LLC April 2009 - July 2012
Merit Energy Company January 2007 - January 2009
Merit Energy Company June 2004 - November 2006
Merit Energy Company June 2003 - May 2004
Merit Energy Company April 2002 - June 2003
Merit Energy Company July 2001 - March 2002
Skills
Financial Analysis, General Ledger, Auditing, Microsoft Excel, SAP, Budgets, Strategic Financial..., Partnership Accounting, Investor Relations, Energy Industry, Oil/Gas, Cash Flow, Investor Relations..., Knowledge Transfer, PowerPoint, Policy Writing, Employee Training, Development Of Employees, G/L Reconciliations, Trend Analysis, Financial Planning, Financial Reporting, Oil&Gas, CPA, Accounting, Financial Accounting, Microsoft Dynamics GP, Microsoft Office, Intercompany..., Intercompany Accounts, Joint Ventures
Education
The University of Texas at Austin 1997 — 2000
Master in Professional Accounting, Bachelor of Business Administration, Accounting
Chris Dusek's Capital Analytics Experience August 2008 - July 2012
Job Vice President Private Equity & Real Estate Services at JPMorgan
Industry Accounting
Experience
JPMorgan Chase July 2012 - Present
Capital Analytics August 2008 - July 2012
RM Crowe March 2007 - August 2008
L&B Realty Advisors, LLP 2005 - 2007
Crow Holdings 2000 - 2005
Metromedia Restaurant Group 2000 - 2000
CompUSA 1994 - 2000
Skills
IFRS, Supervisory Skills, Private Equity, Real Estate, Accounting, Financial Reporting, Financial Analysis, GAAP, Due Diligence, Internal Controls, Cash Flow, Fixed Assets, Financial Accounting, Consolidation, Fund Accounting, General Ledger, Forecasting, Variance Analysis, Financial Statements, Retail, Software Conversions, Fund Of Funds, Investments, CPA, Budgets, SEC filings, Asset Management, US GAAP, Financial Modeling
Education
Texas State University-San Marcos 1991 — 1993
BBA, Accounting
Austin College 1989 — 1990
JPMorgan Chase July 2012 - Present
Capital Analytics August 2008 - July 2012
RM Crowe March 2007 - August 2008
L&B Realty Advisors, LLP 2005 - 2007
Crow Holdings 2000 - 2005
Metromedia Restaurant Group 2000 - 2000
CompUSA 1994 - 2000
Skills
IFRS, Supervisory Skills, Private Equity, Real Estate, Accounting, Financial Reporting, Financial Analysis, GAAP, Due Diligence, Internal Controls, Cash Flow, Fixed Assets, Financial Accounting, Consolidation, Fund Accounting, General Ledger, Forecasting, Variance Analysis, Financial Statements, Retail, Software Conversions, Fund Of Funds, Investments, CPA, Budgets, SEC filings, Asset Management, US GAAP, Financial Modeling
Education
Texas State University-San Marcos 1991 — 1993
BBA, Accounting
Austin College 1989 — 1990
Jonathan Souza's Capital Analytics Experience September 2007 - September 2009
Job M&A and Corporate Development ORIX USA
Industry Financial Services
Experience
ORIX USA Corporation July 2012 - Present
ORIX USA Corporation October 2009 - June 2012
Capital Analytics September 2007 - September 2009
Deloitte September 2005 - September 2007
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, GAAP, Internal Controls, Financial Modeling, Valuation, Due Diligence, Risk Analysis, CPA, Accounting, Mergers, Corporate Finance, Finance
Education
The University of Texas at Austin
ORIX USA Corporation July 2012 - Present
ORIX USA Corporation October 2009 - June 2012
Capital Analytics September 2007 - September 2009
Deloitte September 2005 - September 2007
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, GAAP, Internal Controls, Financial Modeling, Valuation, Due Diligence, Risk Analysis, CPA, Accounting, Mergers, Corporate Finance, Finance
Education
The University of Texas at Austin
Jamele Medina's Capital Analytics Experience September 2008 - September 2009
Job SVP Enterprise Risk Management at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank February 2015 - Present
KPMG October 2013 - February 2015
KPMG April 2011 - October 2013
Texas Capital Bank September 2009 - April 2011
Capital Analytics September 2008 - September 2009
KPMG September 2003 - September 2008
PSK & Co 2002 - 2003
Terry E. Hansen & Associates August 1997 - June 2002
Skills
Accounting, Internal Audit, Internal Controls, Financial Modeling, Financial Risk, CPA, Auditing, Finance, GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Enterprise Risk..., Due Diligence, Financial Analysis, Corporate Finance, Financial Reporting, Sarbanes-Oxley, Financial Accounting, General Ledger, Financial Services, US GAAP, SEC filings, Big 4, Tax, Risk Management, External Audit, Assurance, IT Audit, Forensic Accounting, Financial Audits, Revenue Recognition, IFRS, Financial Statements, SOX 404
Education
The University of Texas at Arlington 1996 — 2000
Bachelor of Business Administration, Accounting
The University of Texas at Arlington 1996 — 2000
Master of Science, Accounting
Texas Capital Bank February 2015 - Present
KPMG October 2013 - February 2015
KPMG April 2011 - October 2013
Texas Capital Bank September 2009 - April 2011
Capital Analytics September 2008 - September 2009
KPMG September 2003 - September 2008
PSK & Co 2002 - 2003
Terry E. Hansen & Associates August 1997 - June 2002
Skills
Accounting, Internal Audit, Internal Controls, Financial Modeling, Financial Risk, CPA, Auditing, Finance, GAAP, Mergers & Acquisitions, Sarbanes-Oxley Act, Enterprise Risk..., Due Diligence, Financial Analysis, Corporate Finance, Financial Reporting, Sarbanes-Oxley, Financial Accounting, General Ledger, Financial Services, US GAAP, SEC filings, Big 4, Tax, Risk Management, External Audit, Assurance, IT Audit, Forensic Accounting, Financial Audits, Revenue Recognition, IFRS, Financial Statements, SOX 404
Education
The University of Texas at Arlington 1996 — 2000
Bachelor of Business Administration, Accounting
The University of Texas at Arlington 1996 — 2000
Master of Science, Accounting
DeAnna Swilling's Capital Analytics Experience 2006 - Present
Job Principal
Industry Accounting
Justine Jergovic, CMP, CTA's Capital Analytics Experience July 2007 - April 2011
Job Senior Tradeshow & Event Specialist at Entrust Datacard
Industry Events Services
Experience
Entrust Datacard May 2015 - Present
Entrust Datacard April 2012 - May 2015
Fusion Performance Marketing April 2011 - February 2012
Capital Analytics July 2007 - April 2011
Skills
Event Planning, Excel, Customer Relations, Strategic Planning, Microsoft Office, Time Management, Attention To Detail, Ability to negotiate, Team player, Organization, Ability to handle..., Trouble shooting, Customer Service, Event Management, Microsoft Excel, Microsoft Word, Negotiation, PowerPoint, Teamwork, Marketing, Management, Trade Shows, Corporate Events, Meeting Planning, Budgets, Social Media Marketing
Education
Richland Community College 2009 — 2011
Certificate, Travel, Exposition & Meeting Management
Texas Christian University 2003 — 2007
BBA, Accounting/Finance
Entrust Datacard May 2015 - Present
Entrust Datacard April 2012 - May 2015
Fusion Performance Marketing April 2011 - February 2012
Capital Analytics July 2007 - April 2011
Skills
Event Planning, Excel, Customer Relations, Strategic Planning, Microsoft Office, Time Management, Attention To Detail, Ability to negotiate, Team player, Organization, Ability to handle..., Trouble shooting, Customer Service, Event Management, Microsoft Excel, Microsoft Word, Negotiation, PowerPoint, Teamwork, Marketing, Management, Trade Shows, Corporate Events, Meeting Planning, Budgets, Social Media Marketing
Education
Richland Community College 2009 — 2011
Certificate, Travel, Exposition & Meeting Management
Texas Christian University 2003 — 2007
BBA, Accounting/Finance
James Turvey's Capital Analytics Experience May 2000 - April 2009
Job Accounting and Operations Professional
Industry Venture Capital & Private Equity
Experience
Heritage Highland Finance & Management Services, L.P. May 2009 - June 2012
Capital Analytics May 2000 - April 2009
CPS Systems, Inc. 1998 - 2000
ACNielsen 1988 - 1998
Skills
Fund Accounting, Financial Modeling, Microsoft Excel, Microsoft Access, Merrill Datasite, System Conversion, Private Equity, Forecasting
Education
The University of Texas at Arlington 1979 — 1983
Bachelor of Science, Economics
Heritage Highland Finance & Management Services, L.P. May 2009 - June 2012
Capital Analytics May 2000 - April 2009
CPS Systems, Inc. 1998 - 2000
ACNielsen 1988 - 1998
Skills
Fund Accounting, Financial Modeling, Microsoft Excel, Microsoft Access, Merrill Datasite, System Conversion, Private Equity, Forecasting
Education
The University of Texas at Arlington 1979 — 1983
Bachelor of Science, Economics
Darah Mitchell's Capital Analytics Experience February 2008 - November 2009
Job Business Consultant at Southwest Airlines
Industry Financial Services
Experience
Southwest Airlines April 2014 - Present
Southwest Airlines July 2011 - April 2014
Southwest Airlines November 2009 - July 2011
Capital Analytics February 2008 - November 2009
KPMG 2005 - 2008
Skills
Financial Reporting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Accounting, Auditing, US GAAP, Finance, Financial Modeling, Analysis, Process Improvement, SEC Filings
Education
J. Frank Dobie High School
Texas A&M University - Mays Business School
Bachelor of Science (B.S.), Accounting
Southwest Airlines April 2014 - Present
Southwest Airlines July 2011 - April 2014
Southwest Airlines November 2009 - July 2011
Capital Analytics February 2008 - November 2009
KPMG 2005 - 2008
Skills
Financial Reporting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Accounting, Auditing, US GAAP, Finance, Financial Modeling, Analysis, Process Improvement, SEC Filings
Education
J. Frank Dobie High School
Texas A&M University - Mays Business School
Bachelor of Science (B.S.), Accounting
Harris Veronica's Capital Analytics Experience July 2005 - Present
Job Principal at Capital Analytics
Industry Accounting
Experience
Capital Analytics July 2005 - Present
Education
The University of Texas at Arlington 1985 — 1989
BBA, Accounting
Capital Analytics July 2005 - Present
Education
The University of Texas at Arlington 1985 — 1989
BBA, Accounting
Ben Amstein's Capital Analytics Experience February 2015 - March 2015
Job Associate at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting March 2015 - Present
Capital Analytics February 2015 - March 2015
Capital Analytics February 2013 - February 2015
Whitley Penn August 2010 - February 2013
KPMG Advisory September 2009 - August 2010
KPMG, LLP September 2008 - September 2009
Skills
SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, External Audit, Financial Reporting, Financial Accounting, Financial Analysis, IFRS, Assurance, Sarbanes-Oxley, Finance, Financial Statements, Due Diligence, SEC Filings
Education
University of Texas at Arlington 2007 — 2008
Masters of Science, Accounting
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Riveron Consulting March 2015 - Present
Capital Analytics February 2015 - March 2015
Capital Analytics February 2013 - February 2015
Whitley Penn August 2010 - February 2013
KPMG Advisory September 2009 - August 2010
KPMG, LLP September 2008 - September 2009
Skills
SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, External Audit, Financial Reporting, Financial Accounting, Financial Analysis, IFRS, Assurance, Sarbanes-Oxley, Finance, Financial Statements, Due Diligence, SEC Filings
Education
University of Texas at Arlington 2007 — 2008
Masters of Science, Accounting
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Jeff Bush's Capital Analytics Experience September 2008 - April 2013
Job Director at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC April 2013 - Present
Capital Analytics September 2008 - April 2013
PricewaterhouseCoopers April 2005 - September 2008
Trammell Crow Residential September 2001 - April 2005
Crow Holdings September 2000 - September 2001
Deloitte & Touche September 1993 - September 2000
Skills
Accounting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Financial Accounting, CPA, Tax, Due Diligence, US GAAP, General Ledger, Financial Modeling, Private Equity, Cash Flow, Financial Statements
Education
Texas A&M University 1989 — 1993
BBA, Accounting
Standish Management, LLC April 2013 - Present
Capital Analytics September 2008 - April 2013
PricewaterhouseCoopers April 2005 - September 2008
Trammell Crow Residential September 2001 - April 2005
Crow Holdings September 2000 - September 2001
Deloitte & Touche September 1993 - September 2000
Skills
Accounting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Financial Accounting, CPA, Tax, Due Diligence, US GAAP, General Ledger, Financial Modeling, Private Equity, Cash Flow, Financial Statements
Education
Texas A&M University 1989 — 1993
BBA, Accounting
catherine broumley's Capital Analytics Experience AccountantDR HortonJuly 2004 - January 2007
Job Senior Fund Accountant at Capital Analytics
Industry Accounting
Experience
Capital Analytics AccountantDR HortonJuly 2004 - January 2007
Education
The University of Texas at Arlington 2007 — 2009
MBA
University of Texas at Tyler 2000 — 2004
BA, Accounting
Capital Analytics AccountantDR HortonJuly 2004 - January 2007
Education
The University of Texas at Arlington 2007 — 2009
MBA
University of Texas at Tyler 2000 — 2004
BA, Accounting
Stark Renata's Capital Analytics Experience
Job Sr Fund Accountant at Capital Analytics
Industry Accounting
Experience
Capital Analytics
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Capital Analytics
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Craig Harshey's Capital Analytics Experience July 2006 - Present
Job Associate Fund Controller at Neuberger Berman
Industry Accounting
Experience
Capital Analytics July 2006 - Present
Education
Texas Tech University - Rawls College of Business 2003 — 2005
M.B.A, Accounting
Texas Tech University 2000 — 2003
Bachelors, Accounting
Capital Analytics July 2006 - Present
Education
Texas Tech University - Rawls College of Business 2003 — 2005
M.B.A, Accounting
Texas Tech University 2000 — 2003
Bachelors, Accounting
Benjamin J. Ross's Capital Analytics Experience November 2013 - Present
Job CPA
Industry Accounting
Experience
Capital Analytics November 2013 - Present
Goldman Sachs August 2011 - Present
Deloitte & Touche LLP September 2004 - October 2011
Education
The University of Texas at Austin 1999 — 2004
MPA, Accounting
Capital Analytics November 2013 - Present
Goldman Sachs August 2011 - Present
Deloitte & Touche LLP September 2004 - October 2011
Education
The University of Texas at Austin 1999 — 2004
MPA, Accounting
Mebea Yohannes's Capital Analytics Experience January 2012 - Present
Job Senior Fund Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics January 2012 - Present
Capital Analytics January 2009 - December 2011
Capital Analytics September 2006 - December 2008
Ernst & Young LLP July 2005 - September 2006
Ernst & Young LLP October 2003 - June 2005
Ernst & Young LLP October 2000 - October 2003
Ernst & Young LLP April 1999 - October 2000
Skills
Financial Accounting, Financial Reporting, Fund Accounting, GAAP, Internal Controls, US GAAP, Financial Statements, General Ledger, CPA
Education
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
M.S., Accounting
Georgia State University - J. Mack Robinson College of Business 1995 — 1998
BBA, Accounting
Capital Analytics January 2012 - Present
Capital Analytics January 2009 - December 2011
Capital Analytics September 2006 - December 2008
Ernst & Young LLP July 2005 - September 2006
Ernst & Young LLP October 2003 - June 2005
Ernst & Young LLP October 2000 - October 2003
Ernst & Young LLP April 1999 - October 2000
Skills
Financial Accounting, Financial Reporting, Fund Accounting, GAAP, Internal Controls, US GAAP, Financial Statements, General Ledger, CPA
Education
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
M.S., Accounting
Georgia State University - J. Mack Robinson College of Business 1995 — 1998
BBA, Accounting
Max Hampton, CPA's Capital Analytics Experience October 2013 - Present
Job Fund Controller at Capital Analytics
Industry Accounting
Experience
Capital Analytics October 2013 - Present
Deloitte & Touche October 2010 - October 2013
Oxy October 2008 - October 2010
PricewaterhouseCoopers (PwC) January 2004 - October 2008
Skills
SEC filings, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Reporting, External Audit, Accounting, Auditing, Financial Accounting, Financial Analysis, IFRS, Internal Audit, Big 4, Revenue Recognition, Consolidation, Assurance, Tax, Financial Services, Financial Audits, Financial Statements
Education
The University of Texas at Arlington - College of Business
M.B.A., Accounting/Finance
Capital Analytics October 2013 - Present
Deloitte & Touche October 2010 - October 2013
Oxy October 2008 - October 2010
PricewaterhouseCoopers (PwC) January 2004 - October 2008
Skills
SEC filings, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Reporting, External Audit, Accounting, Auditing, Financial Accounting, Financial Analysis, IFRS, Internal Audit, Big 4, Revenue Recognition, Consolidation, Assurance, Tax, Financial Services, Financial Audits, Financial Statements
Education
The University of Texas at Arlington - College of Business
M.B.A., Accounting/Finance
Holly Pugh, CPA's Capital Analytics Experience May 2013 - Present
Job Senior Fund Accountant, Capital Analytics
Industry Accounting
Experience
Capital Analytics May 2013 - Present
Locke Lord LLP September 2010 - May 2013
Skills
GAAP
Education
Truman State University 2009 — 2010
Masters, Accountancy
Capital Analytics May 2013 - Present
Locke Lord LLP September 2010 - May 2013
Skills
GAAP
Education
Truman State University 2009 — 2010
Masters, Accountancy
Joshua Montgomery's Capital Analytics Experience September 2014 - Present
Job Vice President of IT Project Management
Industry Venture Capital & Private Equity
Experience
Capital Analytics September 2014 - Present
Skills
Program Management, Certified Project..., Consultancy, CRM software, SPSS, Statistics, Adobe Creative Suite, Email Marketing, MS Project, MS Office Suite, User Acceptance Testing, Usability Testing, Software Project..., Project Execution, Quality Assurance, Qualitative Research, Quality Auditing, Teradata, CRM, Microsoft Office, Project Management, Sustainability, Team Building, Marketing, Budgets, Consultants, SDLC, Leadership, Contract Negotiation, Management, Proposal Writing, Recruiting
Education
Florida State University
Masters in Integrated Marketing Communication (IMC) – Digital Media
Florida State University - Project Management Center 2005 — 2006
Certified Project Manager - Graduate Certificate, Project Management (PMO)
Florida Agricultural and Mechanical University
Bachelors in Graphic Communication
Capital Analytics September 2014 - Present
Skills
Program Management, Certified Project..., Consultancy, CRM software, SPSS, Statistics, Adobe Creative Suite, Email Marketing, MS Project, MS Office Suite, User Acceptance Testing, Usability Testing, Software Project..., Project Execution, Quality Assurance, Qualitative Research, Quality Auditing, Teradata, CRM, Microsoft Office, Project Management, Sustainability, Team Building, Marketing, Budgets, Consultants, SDLC, Leadership, Contract Negotiation, Management, Proposal Writing, Recruiting
Education
Florida State University
Masters in Integrated Marketing Communication (IMC) – Digital Media
Florida State University - Project Management Center 2005 — 2006
Certified Project Manager - Graduate Certificate, Project Management (PMO)
Florida Agricultural and Mechanical University
Bachelors in Graphic Communication
Hilary Hamilton's Capital Analytics Experience August 2002 - January 2004
Job Independent Consultant Recruiter at Frost & Sullivan
Industry Retail
Experience
Frost & Sullivan October 2013 - Present
W by Worth September 2011 - Present
HEB September 2005 - March 2009
Deloitte January 2004 - September 2005
Capital Analytics August 2002 - January 2004
Skills
Recruiting, Staffing
Education
Texas Tech University 1994 — 1998
BBA, Human Development and Family Studies
Alamo Heights High School 1990 — 1994
Frost & Sullivan October 2013 - Present
W by Worth September 2011 - Present
HEB September 2005 - March 2009
Deloitte January 2004 - September 2005
Capital Analytics August 2002 - January 2004
Skills
Recruiting, Staffing
Education
Texas Tech University 1994 — 1998
BBA, Human Development and Family Studies
Alamo Heights High School 1990 — 1994
Jenni Nguyen's Capital Analytics Experience February 2014 - Present
Job Senior Fund Accountant
Industry Venture Capital & Private Equity
Experience
Capital Analytics February 2014 - Present
Colony Capital August 2013 - February 2014
Pacific Coast Capital Partners May 2005 - August 2013
Barrister Executive Suites December 2003 - April 2005
IDS Real Estate Group January 2003 - December 2003
Skills
Due Diligence, Real Estate, Financial Analysis, Valuation, Asset Management, Private Equity, Financial Reporting, Accounting, Cash Flow, Financial Accounting, Real Estate Private..., Auditing, Finance, Financial Modeling, GAAP, Internal Controls, Investments, Real Estate Economics
Education
UCLA 1998 — 2002
Bachelor of Arts (B.A.), Economics
Capital Analytics February 2014 - Present
Colony Capital August 2013 - February 2014
Pacific Coast Capital Partners May 2005 - August 2013
Barrister Executive Suites December 2003 - April 2005
IDS Real Estate Group January 2003 - December 2003
Skills
Due Diligence, Real Estate, Financial Analysis, Valuation, Asset Management, Private Equity, Financial Reporting, Accounting, Cash Flow, Financial Accounting, Real Estate Private..., Auditing, Finance, Financial Modeling, GAAP, Internal Controls, Investments, Real Estate Economics
Education
UCLA 1998 — 2002
Bachelor of Arts (B.A.), Economics
Emad J. Musharbash's Capital Analytics Experience July 2008 - May 2009
Job MSQF, CPA, Assurance and Tax Accountant at Malnory, McNeal & Co. PC.
Industry Accounting
Experience
Malnory, McNeal & Co. PC. May 2011 - Present
Capital Analytics July 2008 - May 2009
Education
The University of Texas at Arlington 2009 — 2011
Master's degree, Quantitative Finance
Southern Arkansas University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Malnory, McNeal & Co. PC. May 2011 - Present
Capital Analytics July 2008 - May 2009
Education
The University of Texas at Arlington 2009 — 2011
Master's degree, Quantitative Finance
Southern Arkansas University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Olga Artyushenko's Capital Analytics Experience 2013 - Present
Job Sr. Fund Accountant at Capital Analytics
Industry Financial Services
Experience
Capital Analytics 2013 - Present
J.P. Morgan December 2009 - March 2013
KPMG US January 2009 - May 2009
Education
UTD
MS Accounting, MBA
Capital Analytics 2013 - Present
J.P. Morgan December 2009 - March 2013
KPMG US January 2009 - May 2009
Education
UTD
MS Accounting, MBA
Nima Parikh, CPA's Capital Analytics Experience June 2008 - November 2008
Job Assistant Controller at Invesco US
Industry Investment Banking
Experience
Invesco US June 2014 - Present
Goldman Sachs November 2008 - June 2014
Capital Analytics June 2008 - November 2008
Hitachi Consulting October 2007 - June 2008
Deloitte May 2006 - October 2007
Skills
Financial Reporting, Real Estate, Financial Accounting, Accounting, Financial Modeling, CPA, Private Equity, GAAP, US GAAP, Financial Analysis, Expatriate Tax
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 2001 — 2005
Master in Professional Accounting (MPA), Accounting
Invesco US June 2014 - Present
Goldman Sachs November 2008 - June 2014
Capital Analytics June 2008 - November 2008
Hitachi Consulting October 2007 - June 2008
Deloitte May 2006 - October 2007
Skills
Financial Reporting, Real Estate, Financial Accounting, Accounting, Financial Modeling, CPA, Private Equity, GAAP, US GAAP, Financial Analysis, Expatriate Tax
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin 2001 — 2005
Master in Professional Accounting (MPA), Accounting
Alfonso Flores, C.P.A.'s Capital Analytics Experience April 2007 - March 2012
Job Fund Reporting Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Capital Analytics April 2007 - March 2012
SourceHOV Business Communication Services March 2004 - March 2007
EMC Mortgage January 2002 - March 2004
Deloitte September 2000 - December 2001
Skills
Financial Analysis, Accounting, Finance, Auditing, Mutual Funds, Financial Accounting, Securities, Equities, Financial Reporting, Financial Services, GAAP, Investments, SEC Filings, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Planning, Microsoft Office, Valuation, Microsoft Excel, Fund Accounting, Analysis, Bloomberg, CPA, Banking, Financial Statements, Microsoft Word
Education
Texas A&M University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 1995 — 2000
Master of Science (MS), Finance, General
Fidelity Investments March 2012 - Present
Capital Analytics April 2007 - March 2012
SourceHOV Business Communication Services March 2004 - March 2007
EMC Mortgage January 2002 - March 2004
Deloitte September 2000 - December 2001
Skills
Financial Analysis, Accounting, Finance, Auditing, Mutual Funds, Financial Accounting, Securities, Equities, Financial Reporting, Financial Services, GAAP, Investments, SEC Filings, US GAAP, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Planning, Microsoft Office, Valuation, Microsoft Excel, Fund Accounting, Analysis, Bloomberg, CPA, Banking, Financial Statements, Microsoft Word
Education
Texas A&M University 1995 — 2000
Bachelor of Business Administration (BBA), Accounting
Texas A&M University 1995 — 2000
Master of Science (MS), Finance, General