Capital Institutional Services

Industry: Company

Description

Headquarters: Dallas, TX Founded: 1977 Subsidiaries: NEXT Energy Group, LLC, Fintech Securities, LLC, Capital Institutional Services, Inc., Research Division

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Capital Institutional Services Employees

Employee
Years
Job
Industry
Richard Paulson Richard Paulson Greater New York City Area Details
Richard Paulson's Capital Institutional Services Experience 1990 - 1996
Job Partner at PwC
Industry Capital Markets
Experience
Boys Town  September 2015 - Present
PwC  July 2013 - Present
PwC  August 2006 - Present
SunGard Data Systems  August 2004 - August 2006
SunGard Data Systems  January 2004 - August 2004
Bridge Trading Company  August 1996 - June 2003
Capital Institutional Services   1990 - 1996
Donaldson, Lufkin & Jenrette   1988 - 1990

Skills
Capital Markets, Equities, Derivatives, Fixed Income, Risk Management, Trading, Investment Banking, Options, Securities, Mergers, Change Management, Internal Controls, Finance, Equity Research, Business Development, Trading Systems, Business Process, Due Diligence, Operational Risk..., Bloomberg, Operational Risk, Management, Hedge Funds, Middle Office, FX Options, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business   1985 — 1989
Bachelor of Business Administration

Loy Norrix HS   1981 — 1985
Diploma

Rob Rooney, CLU®, ChFC®, LUTCF®, CFS Rob Rooney, CLU®, ChFC®, LUTCF®, CFS Dallas/Fort Worth Area Details
Rob Rooney, CLU®, ChFC®, LUTCF®, CFS's Capital Institutional Services Experience January 2000 - July 2001
Job Regional Sales Vice President Institutional Distribution
Industry Insurance
Experience
The Prudential Insurance Company of America  August 2014 - Present
State Farm Insurance  March 2011 - August 2014
Highland Capital Brokerage  January 2010 - October 2010
Phoenix Life Insurance  January 2002 - October 2009
Capital Institutional Services   January 2000 - July 2001
HD Vest  October 1998 - January 2000
American Express  April 1991 - May 1998

Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement, Retirement Planning, Mutual Funds, Estate Planning, Term Life Insurance, Investments, Long-term Care, Strategic Financial..., Whole Life, Financial Services, Small Business, Financial Planners, Long Term Care Insurance, Leadership, Sales, CRM, Wealth Management, Financial Advisory, Public Speaking, Business Planning, Universal Life, Variable Annuities, 401k, Sales Process, Sales Operations, Financial Planning, Series 6

Education
The American College   2009 — 2014
CLU®

The American College   2009 — 2013
ChFC

The American College   2002 — 2006
LUTCF®

Centenary College of Louisiana   1988 — 1992
Bachelor

James Morrow James Morrow Dallas/Fort Worth Area Details
James Morrow's Capital Institutional Services Experience January 1990 - Present
Job Chief Operating Officer at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   January 1990 - Present

Skills
Equities, Series 7, Hedge Funds, Securities, Fixed Income, Trading, Series 63, Bloomberg, Capital Markets, Asset Management, Investments, Portfolio Management, Alternative Investments, Trading Systems, Mutual Funds, FINRA, Electronic Trading

Education
Southern Methodist University   1983 — 1987
BBA, Finance

University of North Texas   1987 — 1989
MBA, Finance

Anita Christofferson Anita Christofferson New York, New York Details
Anita Christofferson's Capital Institutional Services Experience 2001 - 2003
Job CEO at digad solutions
Industry Information Technology and Services
Experience
Sapphire Systems  February 2013 - October 2013
WebFilings  April 2012 - October 2012
NetSuite  January 2012 - March 2012
NetSuite Inc.  January 2011 - January 2012
InterDyn AKA  2008 - January 2011
AllianceBernstein  October 2006 - September 2008
eFinancialCareers  2005 - 2006
Gridley & Company LLC  2004 - 2004
Capital Institutional Services   2001 - 2003

Skills
SaaS, Salesforce.com, Consulting, Enterprise Software, Project Management, Solution Selling, Requirements Analysis, Software Solution..., Cloud Computing, Professional Services, Business Intelligence, Business Development, Account Management, Project Accounting, Agile & Waterfall..., CRM / ERP, Data Integration

Education
Southern Methodist University - Cox School of Business   2000 — 2002
BBA, Financial Consulting

Debra Dupre Debra Dupre Greater Philadelphia Area Details
Debra Dupre's Capital Institutional Services Experience June 1986 - August 1991
Job Business Development/Marketing at Wakelee Associates LLC
Industry Construction
Experience
Wakelee Associates LLC   July 2012 - Present
McElwee & Quinn, LLC   December 2010 - November 2011
Worth New York  January 2006 - January 2011
Episcopal Academy Parents Association   June 2002 - July 2004
Episcopal Academy Parents Association   June 1999 - June 2002
A.Webster Daugherty   September 1991 - June 1993
Capital Institutional Services   June 1986 - August 1991

Skills
Sales Management, Sales, Direct Recruiting, Staff Training, Coaching, Team Leadership, Team Building, Lead Generation, New Business Development, Marketing Strategy, Collaborative, Cold Calling, Customer Focus, Customer Retention, Client Relationship..., Client Acquisition, Recruiting, Fundraising, Event Management, Business Planning, Training, Business Development, Networking, CRM, Marketing

Education
Michigan State University   1983 — 1985
B.A. Business, Finance

Alan Chapin Alan Chapin Dallas/Fort Worth Area Details
Alan Chapin's Capital Institutional Services Experience April 2007 - April 2008
Job Consultant
Industry Information Technology and Services
Experience
HP  April 2008 - Present
Capital Institutional Services   April 2007 - April 2008
Thrivent Financial  May 2006 - December 2006
TRW Automotive  February 2003 - April 2006
Lear Corporation  June 2000 - February 2003
EDS Group  June 1997 - June 2000

Skills
Analysis, Forecasting, Pricing, Budgeting, Costing, MIS, Balance, Cost, Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Competitive Analysis, Financial Modeling, Excel, Six Sigma, Financial Reporting, Modeling, Budgets, IT Outsourcing

Education
Calvin College   1994 — 1997
BA, Business-Finance

Melissa Moitz Melissa Moitz Dallas/Fort Worth Area Details
Melissa Moitz's Capital Institutional Services Experience December 2002 - March 2006
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2014 - Present
JPMorgan Chase  February 2012 - July 2014
Nationstar Mortgage  August 2009 - February 2012
EMC Mortgage/JP Morgan   March 2006 - August 2009
Capital Institutional Services   December 2002 - March 2006

Skills
Financial Analysis, Access, Excel, Securities, PowerPoint, Banking, Finance, Financial Reporting, Account Reconciliation, Microsoft Excel, Financial Modeling, Risk Management, Forecasting, General Ledger, Financial Risk, Accounting, Analysis

Education
The University of Texas at Dallas - School of Management   2000 — 2002
MBA

Texas A&M University   1993 — 1997
Bachelor of Science (BS)

Mark Callahan Mark Callahan Dallas/Fort Worth Area Details
Mark Callahan's Capital Institutional Services Experience March 2007 - Present
Job Vice President Portfolio Trading & Transition Management
Industry Financial Services
Experience
Capital Institutional Services   March 2007 - Present
Placemark Investments  July 2006 - March 2007
BlackRock  July 2004 - July 2006
Merrill Lynch Investment Managers  2004 - 2006
ORIX Corporation  May 2003 - June 2004

Skills
Series 7, Equity Trading, Portfolio Management, ETFs, Portfolio Trading, Program Trading, Transition Management, Quantitative Trading, Series 3, Series 55, Series 66, Equity Derivatives, Volatility Trading, Futures, Investment Consulting, Currency Trading, Curve Trading, Bloomberg, Fidessa, InstaQuote, Technical Analysis, Investment Advisory..., Trading, Options, FINRA, Volatility, Hedge Funds, Derivatives, Foreign Exchange, Equities, Series 63, Risk Management, Fixed Income

Education
University of Oklahoma   1998 — 2002
BBA, Finance

University of Oklahoma - Price College of Business   1998 — 2002
BBA, Finance

The University of Texas at Arlington   2003 — 2004
MSc., Real Estate Finance

Blake Zipoy Blake Zipoy Dallas/Fort Worth Area Details
Blake Zipoy's Capital Institutional Services Experience April 2010 - May 2011
Job Director of Corporate Communications
Industry Financial Services
Experience
Hallmark Financial Services Limited   June 2011 - Present
Capital Institutional Services   April 2010 - May 2011
American Beacon Advisors  August 2006 - November 2009
US Global Investors  May 2005 - August 2006
Sinclair Service Assessments   June 2003 - May 2005
Advanced Micro Devices  March 2002 - February 2003
Trade Show Solutions   May 1991 - March 2002
Lee Tilford Agency  November 1989 - May 1992
Point Communications  September 1988 - November 1989

Skills
Management, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Event Management, Strategic Planning, Competitive Analysis, Project Management, Sales, Insurance, Investments, Business Development, Pricing, Securities, Product Management, Customer Service, Microsoft Excel, Process Improvement, Leadership, Analysis, Cross-functional Team..., Negotiation, Team Building, Advertising, B2B, Marketing Management, Online Marketing, Account Management, Time Management

Education
Texas A&M University-Commerce   1983 — 1988
BA, Advertising

Thomas Demas Thomas Demas Charlotte, North Carolina Area Details
Thomas Demas's Capital Institutional Services Experience 2000 - 2002
Job Managing Director at TrendMacro
Industry Research
Experience
TrendMacro   January 2001 - Present
Capital Institutional Services   2000 - 2002
Polyconomics   1995 - 2000
Bristol Asset Management   1994 - 1996

Skills
Investments, Portfolio Management, Equities, Hedge Funds, Asset Management, Bloomberg, Capital Markets, Asset Managment, Equity Research, Financial Markets, Management, Valuation, Electronic Trading, Options, Alternative Investments, Investment Strategies, Asset Allocation, Investment Advisory, Private Equity, Equity Trading, Derivatives, Mutual Funds, Trading, Fixed Income, Series 7, Emerging Markets, Investment Management, Securities, Investment Banking, Bonds, Financial Modeling

Education
Saint Lawrence University   1988 — 1992
BS, Economics

Brunswick School   1980 — 1990

Heather Anderson Heather Anderson Dallas/Fort Worth Area Details
Heather Anderson's Capital Institutional Services Experience November 2008 - April 2011
Job Currently looking for new opportunities
Industry Financial Services
Experience
Currently looking for new opportunities  May 2015 - Present
Green Street Advisors  January 2013 - April 2015
First Southwest Company  March 2011 - May 2012
Capital Institutional Services   November 2008 - April 2011

Skills
Series 7, Series 99, Series 63, Bloomberg, Securities, Equities, Fixed Income, Trading, FINRA, Capital Markets, Options, Mutual Funds, Alternative Investments, Investments, Microsoft Excel, Hedge Funds, Microsoft Office, Sales

Education
Dallas County Community College   2015 — 2019

Donald Potts Donald Potts Dallas/Fort Worth Area Details
Donald Potts's Capital Institutional Services Experience 1977 - Present
Job Board Of Directors, Chair at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   1977 - Present

Skills
Leadership Development, Due Diligence, Private Equity, Leadership, Strategic Planning, Financial Analysis, Risk Management, Public Speaking

Education
University of North Texas   1960 — 1963
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

SMU Law School

Matthew York Matthew York Greater San Diego Area Details
Matthew York's Capital Institutional Services Experience June 2006 - October 2007
Job Software Engineer III at SoftLayer, an IBM Company
Industry Internet
Experience
SoftLayer, an IBM Company  September 2015 - Present
Sony Computer Entertainment America  March 2011 - September 2015
simpleview, inc. / New Media Gateway   July 2010 - March 2011
New Media Gateway  2007 - 2010
Capital Institutional Services   June 2006 - October 2007

Skills
JavaScript, Ruby, AMQP, MongoDB, Git, Redis, Riak, Solr, Chef, Puppet, OpenStack, Scrum, Web Development, C#, Agile Methodologies

Education
Midwestern State University   2001 — 2006
BS, Computer Science

Midwestern State University
Bachelor's degree, Computer Science

Angela Le Angela Le Dallas/Fort Worth Area Details
Angela Le's Capital Institutional Services Experience June 2008 - Present
Job Senior Correspondent Analyst at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   June 2008 - Present
Riverstone Residential Group  May 2007 - February 2008
Carter Mannix, LLP   November 2006 - April 2007
CF & Co   January 2006 - November 2006

Skills
General Ledger, Accounting, Project Management, Microsoft Word, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Journal Entries, Management, Access, Account Reconciliation

Education
The University of Texas at Dallas - School of Management   2003 — 2005
BBA, Accounting

Southern Methodist University - Cox School of Business   1994 — 1999
BBA, Management Information System

Rhonda Mitchell Rhonda Mitchell Dallas/Fort Worth Area Details
Rhonda Mitchell's Capital Institutional Services Experience October 1989 - August 1994
Job Entrepreneur Enthusiast
Industry Executive Office
Experience
GoldenLook Premium Quality Resurfacing Systems   April 2012 - Present
The Golf Club of Dallas   August 2011 - March 2012
Las Colinas Group, LP   February 2009 - June 2011
Consultant and Free Lancer  April 2002 - June 2011
Creating and Managing Wealth, LLC   April 2002 - December 2009
BOMBARDIER  July 2001 - October 2001
Axtive Software - acquired by Remedy Helpdesk Software   January 2000 - April 2001
Axtive Corporation   October 1997 - January 2000
Capital Institutional Services   October 1989 - August 1994
Dunaway Associates  January 1987 - October 1989

Skills
Desktop Publishing, Graphic Design, Database Design, Social Networking, Corporate Communications, Political Campaigns, Leadership Development, Mac, Recruiting, New Hires, Establishing Processes, Establishing..., Event Planning, Social Media, Advertising, Marketing, Social Media Marketing, Team Building, Training, Management, Entrepreneurship, Sales, Event Management, Trade Shows, Nonprofits, Fundraising, Time Management, Leadership, Business Development, Budgets, E-commerce, Account Management, Competitive Analysis, Business Planning, Strategic Planning, Customer Service, Public Speaking, Marketing Strategy, Public Relations, Start-ups, New Business Development

Education
Tarrant County College   1986 — 1993
Associates of Arts, Business Administration and Management, General, With Honors

Devin Benton Devin Benton Dallas/Fort Worth Area Details
Devin Benton's Capital Institutional Services Experience May 2000 - January 2007
Job VP Institutional Sales at OFI Global/Oppenheimer Funds
Industry Financial Services
Experience
OFI Global/Oppenheimer Funds   March 2014 - Present
OFI Global/Oppenheimer Funds   July 2013 - March 2014
South Texas Money Management  April 2011 - July 2013
Southwest Securities Clearing Services Dept   July 2009 - April 2011
Capital Institutional Services   May 2000 - January 2007
US Army  1996 - 2000

Skills
Investments, Asset Management, Equities, Hedge Funds, Financial Services, CRM, Institutional..., Mutual Funds, Wealth Management, Portfolio Management, Alternative Investments, Business Development, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Series 7, Fixed Income

Education
University of Missouri-Columbia, College of Business   1993 — 1995

Kemper Military College   1991 — 1993

Victoria Romero-Gomez Victoria Romero-Gomez Dallas/Fort Worth Area Details
Victoria Romero-Gomez's Capital Institutional Services Experience August 2002 - June 2006
Job Product Owner, Mobile Product Management at American Airlines
Industry Marketing and Advertising
Experience
American Airlines  October 2015 - Present
American Airlines  April 2014 - October 2015
American Airlines  November 2012 - April 2014
M-Files Inc  March 2011 - November 2012
Recursion Software, Inc.   June 2006 - January 2011
Capital Institutional Services   August 2002 - June 2006
Branded New Media   July 2001 - June 2006
NextBill.com   January 2000 - July 2001
MadetoOrder.com  1998 - 2000

Skills
Product Marketing, Salesforce.com, SEO, Project Management, CRM, Marketing Automation, Mobile Applications, Cloud Computing, Google Adwords, SEM, Business Strategy, Mobile Devices, Photoshop, Google Analytics, Enterprise Software, Strategy, Dreamweaver, Microsoft Dynamics, MS Project, Mobile Technology, WordPress, Competitive Analysis, Web Analytics, Integrated Marketing, Go-to-market Strategy, Illustrator, InDesign, Web Project Management, Service Providers, Cross-functional Team..., Email Marketing, HTML, HTML + CSS, Advertising, Marketing Communications, Digital Marketing, Management, Marketing Strategy, Pardot, Silverpop Engage, Twitter, M2M, Lead Generation, Online Advertising, Strategic Partnerships, B2B Marketing, Product Management, Social Media Marketing, Eloqua, Brand Management

Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, General Management

Southern Methodist University - Cox School of Business   2003 — 2004
Executive Education, Graduate Marketing Certification Program

University of California, Berkeley
Bachelor of Arts, College of Environmental Design, Environmental Design

Stephen Lamendola Stephen Lamendola Dallas/Fort Worth Area Details
Stephen Lamendola's Capital Institutional Services Experience June 2012 - Present
Job Director of Development at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   June 2012 - Present
Capital Institutional Services   May 2009 - June 2012
Capital Institutional Services, Inc.   May 2007 - April 2009
Capital Institutional Services   May 2003 - May 2007
Capital Institutional Services   July 1999 - May 2003

Skills
Crystal Reports, Epicor, Great Plains, SSRS, VBA, Excel, Fidessa, Order Management, SSIS, Word, PowerPoint, Access, SQL Server, TFS, SSAS 2008, Microsoft SQL Server, Equity Trading, Electronic Trading, Trading, Financial Analysis, Financial Accounting, Cash Management, Payment Systems, Business Process Design, Business Process..., Business Process..., Business Process..., FIX, Software Development..., Software Design, Software Project..., Project Management, SQL Tuning, Trading Systems, Bloomberg

Education
The University of Texas at Dallas - School of Management   2008 — 2011
MS ITM, IT Management

Louisiana State University and Agricultural and Mechanical College   1995 — 1999
BS, Accounting

Robert Wands Robert Wands Dallas/Fort Worth Area Details
Robert Wands's Capital Institutional Services Experience January 1990 - April 2005
Job Securities Industry Investment Executive
Industry Financial Services
Experience
Knight Capital Group  2007 - Present
UNX  July 2005 - January 2007
Capital Institutional Services   January 1990 - April 2005
Fidelity Investments  March 1987 - December 1989

Skills
New Business Development, Equity Trading, Series 7, Sales, Fixed Income, Equities, Strategy, Investments, Microsoft Excel, Relationship Management, Securities, Electronic Trading, Trading Systems, Options, Trading, Hedge Funds, ETFs, Series 24, FINRA

Education
Stephen F. Austin State University   1982 — 1986
BBA, Double Major: Finance & Marketing

Michael Dorbandt Michael Dorbandt Dallas, Texas Details
Michael Dorbandt's Capital Institutional Services Experience June 2012 - April 2014
Job Managing Partner at Dorbandt & Associates
Industry Investment Management
Experience
Dorbandt & Associates   May 2014 - Present
Capital Institutional Services   June 2012 - April 2014
Cantor Fitzgerald  March 1996 - March 2012

Skills
Series 7, Trading, Hedge Funds, Equities, Series 63, Series 65, Series 24, Options, Capital Markets, Securities, Investments, Alternative Investments, Asset Management, Investment Banking, Bonds, Fixed Income, Portfolio Management, Risk Management, Derivatives, Equity Trading, Financial Modeling, FINRA, Due Diligence, Bloomberg, Trading Strategies, Mutual Funds, Wealth Management, Electronic Trading, Series 3, Series 8, Series 5, Series 15, Swaps, Equity Research, High Yield, Trading Systems, Investment Advisory, Structured Products, Asset Allocation, Proprietary Trading, Valuation, Financial Markets, Financial Services, ETFs, Bloomberg Terminal, Private Equity, Uniform Combined State..., Financial Advisory, Prime Brokerage, Investment Management

Education
Jesuit High School

University of Louisiana at Lafayette
BS/MBA, Economics/Finance

Christilla Moreno Christilla Moreno Dallas/Fort Worth Area Details
Christilla Moreno's Capital Institutional Services Experience January 2000 - Present
Job Sales Assistant at Capital Institutional Services
Industry Executive Office
Experience
Capital Institutional Services   January 2000 - Present

Skills
Series 7, Series 63, Securities, Equities, Sales, Bloomberg, FINRA, Trading Systems, Trading, Hedge Funds, Investments, Electronic Trading, Alternative Investments, Equity Trading

Education
Brookhaven Community College   1995 — 1997

Joseph Hahm Joseph Hahm Dallas/Fort Worth Area Details
Joseph Hahm's Capital Institutional Services Experience January 2011 - May 2012
Job Compliance Officer at First Southwest Company
Industry Financial Services
Experience
First Southwest Company  May 2012 - Present
Capital Institutional Services   January 2011 - May 2012
Assent Trading  April 2009 - February 2010
NEXT Financial Group  June 2006 - December 2008
Kershner Trading Group  May 2005 - April 2006

Skills
Series 7, Series 63, Series 24, Equity Trading, Securities, FINRA, Trading, Options, Mutual Funds, Electronic Trading, Fixed Income, Capital Markets, Trading Systems, Proprietary Trading, Investment Banking, Uniform Combined State..., Structured Products, Financial Services, Equities, AML

Education
The University of Texas at Austin   1999 — 2004

Taylor Beall Taylor Beall Dallas/Fort Worth Area Details
Taylor Beall's Capital Institutional Services Experience April 2000 - February 2002
Job Executive Vice President, BNY Mellon | Dreyfus
Industry Financial Services
Experience
BNY Mellon Investment Management Dreyfus   June 2014 - Present
Neuberger Berman  February 2002 - June 2014
Capital Institutional Services   April 2000 - February 2002
H.D. Vest Financial Services   July 1997 - April 2000

Education
Texas A&M University   1992 — 1996
BBA Marketing

Texas A&M University - Mays Business School   1992 — 1996
Marketing

Timothy Yocum Timothy Yocum Dallas/Fort Worth Area Details
Timothy Yocum's Capital Institutional Services Experience October 2008 - April 2013
Job Senior Software Engineer at P&CMS
Industry Computer Software
Experience
Property & Casualty Management Systems, Inc.   August 2015 - Present
Driven Solutions  June 2015 - August 2015
Alkami Technologies   August 2014 - May 2015
National Bankruptcy Services, LLC  April 2013 - August 2014
Capital Institutional Services   October 2008 - April 2013
Securus Technologies  June 2008 - October 2008
DataProse  February 2008 - June 2008
ACS  July 2006 - February 2008
Intrametrics   December 2005 - May 2006

Skills
Web Services, XML, SQL, C#, Subversion, JavaScript, Microsoft SQL Server, .NET, Software Development, Unix, C++, ASP.NET, Visual Studio, SOA, MySQL, HTML, SSRS, ASP.NET MVC, jQuery, WCF Services, Entity Framework, NHibernate, Databases, WCF, Web Applications, LINQ, Oracle, SSIS, Visual Basic, Silverlight, SDLC, XSLT, Testing

Education
Jamestown Community College   1993 — 1995
Associate of Science (A.S.), Computer Science

Rochester Institute of Technology   1990 — 1993

David L. Rhodes, MBA David L. Rhodes, MBA Dallas/Fort Worth Area Details
David L. Rhodes, MBA's Capital Institutional Services Experience November 1997 - December 2005
Job Director of Application Development at First Southwest Company LLC
Industry Financial Services
Experience
First Southwest Company LLC   August 2011 - Present
Caris Life Sciences  May 2010 - August 2011
McKesson  December 2005 - May 2010
Capital Institutional Services   November 1997 - December 2005
Bank One  November 1996 - November 1997
Bank One  June 1995 - November 1996

Skills
Software Project..., Trading Systems, Investment Banking, Analytics, Requirements Gathering, Integration, Accounting, Process Improvement, Risk Management, Business Analysis, Financial Analysis, Project Management, Access, Oracle, Relationship Management, Strategic Planning, Business Development, Business Strategy, Microsoft SQL Server, Financial Modeling, Business Intelligence, Visio, Business Objects, Software Development, Business Process..., Vendor Management

Education
University of North Texas   1999 — 2004
MBA, Information Technology

University of North Texas   1990 — 1995
BS, Accounting

John Weeldreyer John Weeldreyer Dallas/Fort Worth Area Details
John Weeldreyer's Capital Institutional Services Experience 2002 - 2007
Job Hedge fund marketing and investor relations professional
Industry Financial Services
Experience
Oliver Capital LLC   December 2014 - Present
Twin Tree Capital Management   May 2009 - Present
West Road Capital   June 2013 - March 2015
Carlson Capital  November 2008 - May 2009
Atlas Capital  November 2007 - November 2008
Capital Institutional Services   2002 - 2007

Skills
Investor Relations, Mutual Funds, Marketing, Alternative Investments, Strategy, Fixed Income, Asset Management, Asset Allocation, Hedge Funds, Equities, Trading, Private Equity, Investments, Portfolio Management, Fund Of Funds

Education
University of North Carolina at Chapel Hill   1998 — 2000
MBA, Business

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1998 — 2000
MBA, Business

Regina Cantwell Regina Cantwell Greater Denver Area Details
Regina Cantwell's Capital Institutional Services Experience January 2004 - September 2005
Job Amercanex ~ VP Operations
Industry Financial Services
Experience
Amercanex - American Cannabis Exchange   August 2015 - Present
Chapdelaine & Co.   March 2009 - April 2015
ICAP  October 2007 - October 2008
Wunderlich Securities  September 2005 - September 2007
Capital Institutional Services   January 2004 - September 2005
Kayne Anderson Rudnick  1999 - 2003
G.X Clarke & Co   1997 - 1999

Skills
Bloomberg, Bonds, Capital Markets, Credit Derivatives, Derivatives, Electronic Trading, Emerging Markets, Equities, FINRA, Financial Markets, Financial Services, Fixed Income, Hedge Funds

Education
Institute for Integrative Nutrition   2013 — 2014
Certificate of Health Coach, Health and Nutrition

Loyola College in Maryland   1993 — 1997
Bachelor of Science, Mathematics

Chris Buck Chris Buck San Francisco Bay Area Details
Chris Buck's Capital Institutional Services Experience April 2009 - January 2011
Job Director, Client Execution Services Americas BlackRock iShares
Industry Financial Services
Experience
BlackRock - iShares  January 2011 - Present
Capital Institutional Services   April 2009 - January 2011
UBS  January 2008 - April 2009
UBS Investment Bank  May 2002 - December 2007
CAPIS   February 1990 - July 2002

Skills
ETFs, Capital Markets, Electronic Trading, Equities, Trading Systems, Trading, Sales, Sales Management, Hedge Funds, Transition Management, Options, Investments, Asset Management, Management, Series 7, Financial Markets, Financial Services, Securities, Mutual Funds, Series 63, Fixed Income, Portfolio Management, Equity Trading, Investment Management, Investor Relations

Education
DePauw University   1983 — 1987
Bachelor of Arts, Economics and Management

Eric Holt Eric Holt Dallas/Fort Worth Area Details
Eric Holt's Capital Institutional Services Experience August 2001 - April 2011
Job Chief Compliance Officer Affiliated Broker Dealers at Highland Capital Management, L.P.
Industry Financial Services
Experience
NexBank Securities   October 2014 - Present
Highland Capital Management, L.P.   October 2014 - Present
RGH Compliance Solutions, LLC   May 2013 - October 2014
First Southwest Company  February 2011 - February 2013
Capital Institutional Services   August 2001 - April 2011
Southwest Securities  November 1999 - August 2001
HD Vest  November 1997 - December 1999

Skills
Securities, FINRA, Compliance, Financial Risk, AML, Fixed Income, Capital Markets, Equity Trading, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Investments, Series 7, Corporate Governance, Series 63, Hedge Funds, Trading, Investment Management, Options, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Financial Services, Risk Management, Finance, Management

Education
Baylor University - Hankamer School of Business   1987 — 1991
BBA, Marketing

Ian Kindler, CFA Ian Kindler, CFA Dallas, Texas Details
Ian Kindler, CFA's Capital Institutional Services Experience November 2008 - Present
Job Director of Derivatives Trading at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   November 2008 - Present
Peak6 Investments, LP  January 2007 - December 2007
VTrader Group, LLC   January 2003 - July 2006
Professional Edge Fund, LP / Kindler Sole Prop / Cornerstone Trading Group   September 1994 - September 2002
Coast Options, LLC   December 1992 - August 1994

Skills
CFA, Derivatives, Trading, Options, Equity Trading, Series 3, Portfolio Management, Institutional, Volatility, Proprietary Trading, Trading Strategies, Traders, Investments, Hedging, Risk Management, Risk, Equity Derivatives, Commodities, Series 63, Series 7, Series 24, Volatility Arbitrage, Futures Trading, FX trading, Arbitrage, FX Options, Options Strategies, Currency, Institutional Sales

Education
University of California, Los Angeles   1988 — 1992
Bachelors, Economics and History

Kathy Rosales Kathy Rosales Dallas/Fort Worth Area Details
Kathy Rosales's Capital Institutional Services Experience 1984 - 2003
Job Senior Institutional Equity Trader
Industry Investment Management
Experience
NFJ Investment Group  2006 - 2009
Capital Institutional Services   1984 - 2003

Education
The University of Texas at Austin

Corey Ware Corey Ware Dallas/Fort Worth Area Details
Corey Ware's Capital Institutional Services Experience October 1996 - Present
Job senior vice president at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   October 1996 - Present

Education
University of North Texas   1995 — 1998
Master of Business Administration (MBA), Finance, General

Texas Christian University   1990 — 1994
Bachelor of Business Administration (BBA), Finance, General

Morris Vu Morris Vu Dallas/Fort Worth Area Details
Morris Vu's Capital Institutional Services Experience January 2005 - October 2006
Job Software Architect and Consultant
Industry Information Services
Experience
Larocke Company   December 2012 - Present
Brink's US   April 2011 - December 2012
Higher Ed Holdings  May 2009 - May 2011
Intelinet Systems  2008 - 2009
Maverick Capital  2006 - 2008
Capital Institutional Services   January 2005 - October 2006

Skills
Agile Methodologies, SSRS, Business Analysis, Microsoft SQL Server, ASP.NET, XML, WCF, SQL, C#, SDLC, Web Services, Software Development, SOA, Scrum, Silverlight, Software Project..., .NET, SSIS, TFS, WPF, Architecture & Design, Visual Studio

Education
University of Texas at Dallas - Naveen Jindal School of Management   2007 — 2012
MS, Accounting

Southern Methodist University   2005 — 2008
Master of Science, Software Engineerring

The University of Texas at Austin   1992 — 1996
Bachelor of Science, Computer Engineering

Ed O'Dowd Ed O'Dowd Dallas/Fort Worth Area Details
Ed O'Dowd's Capital Institutional Services Experience January 1999 - Present
Job Senior Vice President at Capital Institutional Services, Inc.
Industry Financial Services
Experience
Capital Institutional Services   January 1999 - Present

Skills
Hedge Funds, Equities, Series 7, Alternative Investments, Bloomberg, Capital Markets, Trading, Securities, Wealth Management, Asset Allocation, Fixed Income, Portfolio Management, Private Banking, Series 63, Financial Markets, Derivatives, Investments, Series 24, Options

Education
University of Michigan   1992 — 1994
M.S.

Rowan University   1988 — 1992
B.S.

Jason Guynn Jason Guynn Dallas/Fort Worth Area Details
Jason Guynn's Capital Institutional Services Experience May 2007 - February 2010
Job Sr. Network Engineer at Crossmark
Industry Marketing and Advertising
Experience
CROSSMARK  August 2013 - Present
Taylor Publishing Company  August 2011 - August 2013
Mosaic Sales Solutions  February 2010 - August 2011
Capital Institutional Services   May 2007 - February 2010
East Texas Rural Net   February 2005 - February 2007

Skills
VPN, Data Center, Network Design, Network Administration, WAN Optimisation, LAN-WAN, OSPF, BGP, EIGRP, IP, VoIP, Cisco Technologies, Router, Catalyst Switches, Firewalls, Juniper, Wireless, Blackberry Enterprise..., Routing, DHCP, VMware, Troubleshooting, MPLS, Windows Server, Routers, WAN, Network Security, Active Directory, Switches, Microsoft Exchange, Networking, VMware ESX, Disaster Recovery

Education
Tyler Junior College

Daniel Dekat Daniel Dekat Dallas/Fort Worth Area Details
Daniel Dekat's Capital Institutional Services Experience January 2007 - December 2010
Job Regional Sales Consultant Defined Contribution Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  February 2013 - Present
Knight Services   January 2010 - January 2012
Capital Institutional Services   January 2007 - December 2010
Ryan  July 2002 - January 2007
State Farm Insurance  June 2000 - August 2000

Skills
Retirement Plan..., 401k, Qualified Retirement..., Relationship Management, Business Development, Portfolio Management, Selling, Sales, Investments, Relationship..., Sales&Marketing, Salesforce.com, Database Modeling, Database Systems, Project Management, Finance, CRM, Strategic Planning, Hedge Funds, Financial Services, Leadership, Management

Education
Texas A&M University   1997 — 2001
BBA, Business / Management Information Systems

Brandon Halverson Brandon Halverson Greater Seattle Area Details
Brandon Halverson's Capital Institutional Services Experience October 2006 - July 2013
Job Software Developer II at Trupanion
Industry Insurance
Experience
Trupanion  June 2014 - Present
Denali Advanced Integration  July 2013 - June 2014
Capital Institutional Services   October 2006 - July 2013
CAPIS   2006 - January 2009

Skills
ASP.NET, Databases, HTML, SQL, C++, XML, C#, Windows, JavaScript, Visual Studio, .NET, Visual Basic, Microsoft Office, SSRS, PL/SQL, Software Development, Agile, VB.NET, IIS, Java, Silverlight, Windows Server, Subversion, WCF

Education
The University of Texas at Dallas   2008 — 2010
BS, Physics, Computer Science

Joanna Horton Joanna Horton Dallas/Fort Worth Area Details
Joanna Horton's Capital Institutional Services Experience April 1991 - May 2015
Job Director of Global Trading at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   April 1991 - May 2015

Skills
Series 7, Bloomberg, Equities, Equity Capital Markets, Investor Relations, Equity Trading, Hedge Funds, Investment Management, Options, Securities, Fixed Income

Education
Dallas Baptist University
MBA, Finance

Jarrett Roberts Jarrett Roberts Dallas/Fort Worth Area Details
Jarrett Roberts's Capital Institutional Services Experience 2006 - 2006
Job Senior Information Systems Technologist II at Raytheon
Industry Defense & Space
Experience
Raytheon Global Business Services  June 2015 - Present
Raytheon Corporate  November 2010 - May 2015
Raytheon Network Centric Systems  June 2007 - November 2010
Capital Institutional Services   2006 - 2006

Skills
XML, Java, Oracle, Perl, JavaScript, JSP, PL/SQL, Integration, Software Engineering, Configuration Management, Software Development, Aerospace, System Architecture, Six Sigma, Databases, DoD, Linux, Earned Value Management, Security Clearance, PDM, C++, Testing, Systems Engineering, ClearCase, Windchill, Requirements Analysis, C, Engineering Management, Requirements Management, Unix, CMMI, Program Management, ASP.NET, Spring MVC, Spring Framework, Java Enterprise Edition, WebLogic, Glassfish, GWT, HTML5, CSS, jQuery

Education
Texas Tech University   2003 — 2007
B.S., Computer Science (minor in Mathematics)

Matthew Kiselica Matthew Kiselica Dallas/Fort Worth Area Details
Matthew Kiselica's Capital Institutional Services Experience February 2010 - Present
Job Sales Trader Capis / Volunteer Natl Psoriasis Fdtn
Industry Financial Services
Experience
Capital Institutional Services   February 2010 - Present
National Psoriasis Foundation  June 2003 - Present
Cazenove  May 2003 - June 2008
Robert Fleming  1995 - 2000

Skills
Event Planning, Public Relations, Microsoft Office, International Sales..., Equity Trading, Series 7, Series 63, Series 24, Series 3, Series 54, Securities, FINRA, Options

Education
Rutgers, The State University of New Jersey-Newark   1986 — 1989
BA/BS, Dual Major in Finance and Economics

Brian ODay Brian ODay Greater New York City Area Details
Brian ODay's Capital Institutional Services Experience November 1984 - November 1990
Job CEO, IRC Securities
Industry Research
Experience
Pulse Trading Inc   September 2005 - June 2008
eXGEN Securities   June 2003 - September 2005
Laffer Associates  October 2001 - June 2003
Instinet Corporation  November 1990 - October 2001
Capital Institutional Services   November 1984 - November 1990

Skills
Alternative Investments, Hedge Funds, Asset Management, Capital Markets, Trading, Equities, Securities, Bloomberg, Financial Markets, Series 7, Investments, Investment Strategies, Equity Trading, Equity Research, Electronic Trading, Fixed Income

Education
Middlebury College   1980 — 1984
BA, Economics

Ryan Pacheco Ryan Pacheco Dallas, Texas Details
Ryan Pacheco's Capital Institutional Services Experience October 2003 - August 2006
Job Analyst at Jones Lang LaSalle
Industry Real Estate
Experience
Jones Lang LaSalle  September 2012 - Present
Waddell & Reed  2010 - 2011
Nix Health Care System  September 2009 - April 2010
Kinetic Concepts  September 2006 - March 2009
Capital Institutional Services   October 2003 - August 2006

Skills
Excel, PowerPoint, Outlook, Word, Business Analysis, Business Objects, Epicor, Account Reconciliation, Series 7, Series 66, Insurance, SOX, US GAAP, Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Corporate Finance, Ad Hoc Reporting, Pivot Tables, Accounting, Accounts Receivable, General Ledger, HIPAA, Cash Flow Management, Cash Flow Forecasting, Staff Training, Staff Supervision, Staff Development, Sarbanes-Oxley Act, Real Estate, Microsoft Excel, Forecasting

Education
Texas A&M University   1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance

Stacey Hedgecoke Stacey Hedgecoke Grand Prairie, Texas Details
Stacey Hedgecoke's Capital Institutional Services Experience February 2000 - Present
Job Trading Assistant at Capital Institutional Services
Industry Financial Services
Experience
Capital Institutional Services   February 2000 - Present
D&F Distributing, Inc.   1991 - December 1999

Education
Brookhaven Community College

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