Capital Institutional Services
Industry: Company
DescriptionHeadquarters: 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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
NFJ Investment Group 2006 - 2009
Capital Institutional Services 1984 - 2003
Education
The University of Texas at Austin
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
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
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.
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
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
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
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
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)
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
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
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
Capital Institutional Services February 2000 - Present
D&F Distributing, Inc. 1991 - December 1999
Education
Brookhaven Community College