Chapwood Capital Investment Management
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Chapwood Capital Investment Management Employees
Employee
Years
Job
Industry
Evan Chandler Evan Chandler's Chapwood Capital Investment Management Experience June 2014 - August 2014
Job Trading Specialist at The Trade Desk, Inc.
Industry Internet
Experience
The Trade Desk, Inc. June 2015 - Present
Chapwood Capital Investment Management June 2014 - August 2014
IBM January 2014 - May 2014
Skills
The Trade Desk Platform, Chinese, Research, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Mandarin, International Relations, Social Media, Facebook, Social Media Marketing, Event Planning
Education
The College of William and Mary 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Chinese
Indiana University of Pennsylvania 2008 — 2010
Southwestern University of Finance and Economics 2009 — 2009
Cornell University 2008 — 2008
The Trade Desk, Inc. June 2015 - Present
Chapwood Capital Investment Management June 2014 - August 2014
IBM January 2014 - May 2014
Skills
The Trade Desk Platform, Chinese, Research, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Mandarin, International Relations, Social Media, Facebook, Social Media Marketing, Event Planning
Education
The College of William and Mary 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Chinese
Indiana University of Pennsylvania 2008 — 2010
Southwestern University of Finance and Economics 2009 — 2009
Cornell University 2008 — 2008
Gina Lorenzo Gina Lorenzo's Chapwood Capital Investment Management Experience January 2012 - March 2014
Job Marketing/Lead Gen at 720 INVESTOR
Industry Marketing and Advertising
Experience
720 INVESTOR April 2014 - Present
Chapwood Capital Investment Management January 2012 - March 2014
Chapwood Capital Investment Management June 2011 - December 2011
Skills
Account Management, Key Account Management, Public Relations, Marketing Strategy, Marketing, Social Media Marketing, Social Media, Digital Media, Lead Generation, Blogger, Blogging, Corporate Blogging, LinkedIn, Facebook Marketing, Facebook Fan Page..., Twitter, Press Releases, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Management, Sales
Education
University of Arizona 2007 — 2011
Bachelor of Arts (B.A.), Journalism
720 INVESTOR April 2014 - Present
Chapwood Capital Investment Management January 2012 - March 2014
Chapwood Capital Investment Management June 2011 - December 2011
Skills
Account Management, Key Account Management, Public Relations, Marketing Strategy, Marketing, Social Media Marketing, Social Media, Digital Media, Lead Generation, Blogger, Blogging, Corporate Blogging, LinkedIn, Facebook Marketing, Facebook Fan Page..., Twitter, Press Releases, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Management, Sales
Education
University of Arizona 2007 — 2011
Bachelor of Arts (B.A.), Journalism
Lindsey Kehlmann Lindsey Kehlmann's Chapwood Capital Investment Management Experience 2013 - 2013
Job Software Development Engineering Intern at Amazon
Industry Computer Software
Experience
Amazon May 2015 - August 2015
Cerebri January 2015 - May 2015
Leishmaniasis Research August 2014 - May 2015
Toopher June 2014 - August 2014
Department of Computer Science, The University of Texas at Austin December 2013 - May 2014
Chapwood Capital Investment Management 2013 - 2013
Healthcare Strategies June 2010 - August 2012
Beal Bank June 2011 - August 2011
Skills
Writing, PowerPoint, Microsoft Word, Text Editing, Editing, Microsoft Office, Microsoft Excel, Facebook, Blogging, Press Releases, Social Networking, Public Speaking, Event Planning, Leadership, Programming, C++, Social Media, Java
Education
The University of Texas at Austin 2012 — 2016
Amazon May 2015 - August 2015
Cerebri January 2015 - May 2015
Leishmaniasis Research August 2014 - May 2015
Toopher June 2014 - August 2014
Department of Computer Science, The University of Texas at Austin December 2013 - May 2014
Chapwood Capital Investment Management 2013 - 2013
Healthcare Strategies June 2010 - August 2012
Beal Bank June 2011 - August 2011
Skills
Writing, PowerPoint, Microsoft Word, Text Editing, Editing, Microsoft Office, Microsoft Excel, Facebook, Blogging, Press Releases, Social Networking, Public Speaking, Event Planning, Leadership, Programming, C++, Social Media, Java
Education
The University of Texas at Austin 2012 — 2016
Hank Wall, CRPC® Hank Wall, CRPC®'s Chapwood Capital Investment Management Experience June 2012 - February 2013
Job Financial Advisor at Louisville Capital Advisors of Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. October 2014 - Present
Raymond James Financial Inc. May 2014 - October 2014
Raymond James Financial Inc. February 2013 - May 2014
Paramount Access Advisors, LLC June 2012 - February 2013
Chapwood Capital Investment Management June 2012 - February 2013
Chapwood Capital Investment Management January 2012 - May 2012
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Finance
St. Xavier High School, Louisville, KY 2004 — 2008
Raymond James Financial Inc. October 2014 - Present
Raymond James Financial Inc. May 2014 - October 2014
Raymond James Financial Inc. February 2013 - May 2014
Paramount Access Advisors, LLC June 2012 - February 2013
Chapwood Capital Investment Management June 2012 - February 2013
Chapwood Capital Investment Management January 2012 - May 2012
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Finance
St. Xavier High School, Louisville, KY 2004 — 2008
Grant Lewis Grant Lewis's Chapwood Capital Investment Management Experience May 2009 - October 2009
Job Research Analyst
Industry Real Estate
Experience
Ashford Hospitality Trust August 2014 - Present
Wells Fargo Bank June 2010 - August 2014
Chapwood Capital Investment Management May 2009 - October 2009
Skills
Credit Analysis, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Credit, Wealth Management, Loans, Relationship Management, Mutual Funds, Investments, Finance, Access, Corporate Finance, Microsoft Excel
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Knox City High School 2002 — 2006
Ashford Hospitality Trust August 2014 - Present
Wells Fargo Bank June 2010 - August 2014
Chapwood Capital Investment Management May 2009 - October 2009
Skills
Credit Analysis, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Portfolio Management, Credit, Wealth Management, Loans, Relationship Management, Mutual Funds, Investments, Finance, Access, Corporate Finance, Microsoft Excel
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Knox City High School 2002 — 2006
Christie Allardyce's Chapwood Capital Investment Management Experience December 2014 - May 2015
Job Managing Director at Delos Investments
Industry Financial Services
Experience
Nedelma 2015 - Present
Delos Investments June 2015 - Present
Harbour Ventures, LLC April 2014 - Present
Chapwood Capital Investment Management December 2014 - May 2015
Behringer - Behringer Securities L.P. March 2013 - March 2014
ORIX USA Corporation - ORIX Capital Markets L.P. July 2010 - March 2013
Bank of America Merrill Lynch - Global Corporate & Investment Bank June 2008 - July 2010
JP Morgan 2007 - 2007
Morgan Keegan & Co Inc January 2006 - August 2006
Skills
Finance, Investments, Financial Analysis, Due Diligence, Underwriting, Capital Markets, Banking, Corporate Finance, Insurance, Mergers & Acquisitions, Alternative Investments, Investment Banking, Equities, Fixed Income, Credit, Bloomberg, Hedge Funds, Credit Analysis, Series 7, Institutional Sales, Series 63, Financial Modeling, Business Development, Capital Raising
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance Accounting
Nedelma 2015 - Present
Delos Investments June 2015 - Present
Harbour Ventures, LLC April 2014 - Present
Chapwood Capital Investment Management December 2014 - May 2015
Behringer - Behringer Securities L.P. March 2013 - March 2014
ORIX USA Corporation - ORIX Capital Markets L.P. July 2010 - March 2013
Bank of America Merrill Lynch - Global Corporate & Investment Bank June 2008 - July 2010
JP Morgan 2007 - 2007
Morgan Keegan & Co Inc January 2006 - August 2006
Skills
Finance, Investments, Financial Analysis, Due Diligence, Underwriting, Capital Markets, Banking, Corporate Finance, Insurance, Mergers & Acquisitions, Alternative Investments, Investment Banking, Equities, Fixed Income, Credit, Bloomberg, Hedge Funds, Credit Analysis, Series 7, Institutional Sales, Series 63, Financial Modeling, Business Development, Capital Raising
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance Accounting
Melissa Kowalchik Dougherty Melissa Kowalchik Dougherty's Chapwood Capital Investment Management Experience 2009 - 2010
Job Pricing Analyst at Passport Health Communications
Industry Health, Wellness and Fitness
Experience
Passport Health Communications January 2015 - Present
Onlife Health August 2012 - January 2015
Raymond James Financial Inc. June 2010 - August 2012
Chapwood Capital Investment Management 2009 - 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Business Valuation, Investment Banking
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Passport Health Communications January 2015 - Present
Onlife Health August 2012 - January 2015
Raymond James Financial Inc. June 2010 - August 2012
Chapwood Capital Investment Management 2009 - 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Mergers & Acquisitions, Business Valuation, Investment Banking
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Elizabeth McKelvey Elizabeth McKelvey's Chapwood Capital Investment Management Experience January 2012 - April 2012
Job Financial Planning Analyst, Corporate FP&A at The Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company May 2014 - Present
Neiman Marcus May 2013 - April 2014
Kemper Specialty June 2012 - May 2013
Chapwood Capital Investment Management January 2012 - April 2012
The Omerta Group May 2011 - July 2011
Skills
Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Budgets, PowerPoint, Access, Data Analysis, Microsoft Office, Microsoft Word, Bloomberg, Valuation, Forecasting, Variance Analysis, Financial Reporting, Essbase, Corporate Finance, Bloomberg Terminal, Strategic Financial..., International Sales, Ad Hoc Reporting, MS Excel Pivot Tables, Business Analysis, Retail, Property & Casualty..., Leadership
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
The Walt Disney Company May 2014 - Present
Neiman Marcus May 2013 - April 2014
Kemper Specialty June 2012 - May 2013
Chapwood Capital Investment Management January 2012 - April 2012
The Omerta Group May 2011 - July 2011
Skills
Financial Modeling, Finance, Microsoft Excel, Financial Analysis, Budgets, PowerPoint, Access, Data Analysis, Microsoft Office, Microsoft Word, Bloomberg, Valuation, Forecasting, Variance Analysis, Financial Reporting, Essbase, Corporate Finance, Bloomberg Terminal, Strategic Financial..., International Sales, Ad Hoc Reporting, MS Excel Pivot Tables, Business Analysis, Retail, Property & Casualty..., Leadership
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
YU-CHIEH HUANG YU-CHIEH HUANG's Chapwood Capital Investment Management Experience October 2013 - Present
Job Student at The University of Texas at Dallas School of Management
Industry
Experience
Chapwood Capital Investment Management October 2013 - Present
Community Business Resource Council June 2013 - August 2013
Cathay United Bank Co., Ltd, Taiwan, R.O.C July 2007 - September 2009
Skills
Windows, Salesforce.com, Bloomberg, Capital IQ, PowerPoint, Microsoft Excel, Microsoft Word
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (M.S.), Finance
Central Washington University 2010 — 2011
University English as a Second Language Program
National Central University
Bachelor's degree, Finance
Chapwood Capital Investment Management October 2013 - Present
Community Business Resource Council June 2013 - August 2013
Cathay United Bank Co., Ltd, Taiwan, R.O.C July 2007 - September 2009
Skills
Windows, Salesforce.com, Bloomberg, Capital IQ, PowerPoint, Microsoft Excel, Microsoft Word
Education
The University of Texas at Dallas 2012 — 2013
Master of Science (M.S.), Finance
Central Washington University 2010 — 2011
University English as a Second Language Program
National Central University
Bachelor's degree, Finance
Halee Watel Halee Watel's Chapwood Capital Investment Management Experience May 2012 - June 2012
Job Account Management Associate at PartnersInWealth, Inc.
Industry Financial Services
Experience
PartnersInWealth, Inc. September 2014 - Present
LBMC February 2014 - June 2014
Avondale Partners June 2013 - August 2013
Gerson Lehrman Group June 2012 - August 2012
Chapwood Capital Investment Management May 2012 - June 2012
Navy Federal Credit Union June 2011 - August 2011
Skills
Microsoft Excel, Spanish, Microsoft Office, Capital IQ, Bloomberg Terminal, Equity Research Analysis, Entrepreneurship, Management, Microsoft Word, Financial Modeling, Data Analysis, Research, PowerPoint, Social Media, Financial Analysis, Public Speaking, Analysis, Market Research
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts, Business and Finance, Spanish
Universidade de São Paulo 2011 — 2011
Bachelor of Science, Animal Behavior and Rainforest Biodiversity
Universitat de Pompeu Fabra 2011 — 2011
Bachelor of Arts, Spanish
PartnersInWealth, Inc. September 2014 - Present
LBMC February 2014 - June 2014
Avondale Partners June 2013 - August 2013
Gerson Lehrman Group June 2012 - August 2012
Chapwood Capital Investment Management May 2012 - June 2012
Navy Federal Credit Union June 2011 - August 2011
Skills
Microsoft Excel, Spanish, Microsoft Office, Capital IQ, Bloomberg Terminal, Equity Research Analysis, Entrepreneurship, Management, Microsoft Word, Financial Modeling, Data Analysis, Research, PowerPoint, Social Media, Financial Analysis, Public Speaking, Analysis, Market Research
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts, Business and Finance, Spanish
Universidade de São Paulo 2011 — 2011
Bachelor of Science, Animal Behavior and Rainforest Biodiversity
Universitat de Pompeu Fabra 2011 — 2011
Bachelor of Arts, Spanish
Steven Werther Steven Werther's Chapwood Capital Investment Management Experience May 2009 - May 2009
Job Business Consultant | Enterprise Change | Energy, Communications, and Services
Industry Management Consulting
Experience
Infosys Consulting, Inc. June 2015 - Present
Thunderbird School of Global Management September 2014 - December 2014
Manhattan Millworks, Inc. May 2014 - August 2014
Vanderbilt University December 2011 - May 2013
Revolution Prep February 2012 - August 2012
B2C Travel Events January 2011 - May 2011
Vector Marketing May 2010 - January 2011
Chapwood Capital Investment Management May 2009 - May 2009
La Madeleine June 2007 - December 2007
Skills
Management Consulting, Change Management, Spanish, French, Public Speaking, Research, Microsoft Office, Tutoring, Microsoft Excel, Intercultural..., Creative Writing, English, Customer Service, PowerPoint, Brazilian Portuguese, Social Media, Foreign Languages, Teamwork, Editing, Critical Thinking, Microsoft Word, Translation, Public Relations, Italian, Proofreading, Multilingual..., Bilingual Proficiency, International Relations
Education
Thunderbird School of Global Management 2013 — 2015
Master of Science (M.S.), Global Management
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), French, Spanish & Portuguese, Italian (minor), 3.737 GPA
Vanderbilt-in-France 2011 — 2011
Study Abroad (Aix-en-Provence, France), French Culture, Language, and Literature, 3.92 GPA
Lakehill Preparatory 1997 — 2009
High School Diploma, 4.0 GPA, Valedictorian
Infosys Consulting, Inc. June 2015 - Present
Thunderbird School of Global Management September 2014 - December 2014
Manhattan Millworks, Inc. May 2014 - August 2014
Vanderbilt University December 2011 - May 2013
Revolution Prep February 2012 - August 2012
B2C Travel Events January 2011 - May 2011
Vector Marketing May 2010 - January 2011
Chapwood Capital Investment Management May 2009 - May 2009
La Madeleine June 2007 - December 2007
Skills
Management Consulting, Change Management, Spanish, French, Public Speaking, Research, Microsoft Office, Tutoring, Microsoft Excel, Intercultural..., Creative Writing, English, Customer Service, PowerPoint, Brazilian Portuguese, Social Media, Foreign Languages, Teamwork, Editing, Critical Thinking, Microsoft Word, Translation, Public Relations, Italian, Proofreading, Multilingual..., Bilingual Proficiency, International Relations
Education
Thunderbird School of Global Management 2013 — 2015
Master of Science (M.S.), Global Management
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), French, Spanish & Portuguese, Italian (minor), 3.737 GPA
Vanderbilt-in-France 2011 — 2011
Study Abroad (Aix-en-Provence, France), French Culture, Language, and Literature, 3.92 GPA
Lakehill Preparatory 1997 — 2009
High School Diploma, 4.0 GPA, Valedictorian
Donella Moran, MBA Donella Moran, MBA's Chapwood Capital Investment Management Experience April 2013 - June 2014
Job Staff Accountant
Industry Management Consulting
Experience
Bridge Breast Network December 2014 - Present
Phenomenal Assistants March 2014 - Present
Chapwood Capital Investment Management April 2013 - June 2014
Sanford-Brown College August 2010 - August 2012
Paul Quinn College December 2008 - January 2009
State of California 2006 - 2007
Skills
Policy, Budgets, Management, Human Resources, Public Speaking, Accounting, Customer Service, Team Building, Vendor Management, Payroll, Strategic Planning, Leadership, Coaching, Training, Employee Relations, Online Marketing, Marketing Strategy
Education
University of Phoenix 2010 — 2011
Masters, Business Adminstration
University of North Texas 2009 — 2010
BS, Criminal Justice
California State University-Sacramento 2001 — 2004
Sacramento City College 1995 — 1998
Bridge Breast Network December 2014 - Present
Phenomenal Assistants March 2014 - Present
Chapwood Capital Investment Management April 2013 - June 2014
Sanford-Brown College August 2010 - August 2012
Paul Quinn College December 2008 - January 2009
State of California 2006 - 2007
Skills
Policy, Budgets, Management, Human Resources, Public Speaking, Accounting, Customer Service, Team Building, Vendor Management, Payroll, Strategic Planning, Leadership, Coaching, Training, Employee Relations, Online Marketing, Marketing Strategy
Education
University of Phoenix 2010 — 2011
Masters, Business Adminstration
University of North Texas 2009 — 2010
BS, Criminal Justice
California State University-Sacramento 2001 — 2004
Sacramento City College 1995 — 1998
William Badarak's Chapwood Capital Investment Management Experience May 2010 - November 2010
Job Associate at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital July 2015 - Present
Citi June 2013 - June 2015
CIC Partners November 2011 - May 2013
Citi June 2012 - August 2012
JP Morgan May 2011 - July 2011
Chapwood Capital Investment Management May 2010 - November 2010
Realty Executives, Silva Group / Market Point Real Estate July 2008 - August 2009
Education
Southern Methodist University 2009 — 2013
B.B.A., Cum Laude, Finance with Specialization in Alternative Asset Management
John W. North High School 2005 — 2009
Peak Rock Capital July 2015 - Present
Citi June 2013 - June 2015
CIC Partners November 2011 - May 2013
Citi June 2012 - August 2012
JP Morgan May 2011 - July 2011
Chapwood Capital Investment Management May 2010 - November 2010
Realty Executives, Silva Group / Market Point Real Estate July 2008 - August 2009
Education
Southern Methodist University 2009 — 2013
B.B.A., Cum Laude, Finance with Specialization in Alternative Asset Management
John W. North High School 2005 — 2009
Scott Birne Scott Birne's Chapwood Capital Investment Management Experience June 2012 - August 2012
Job Analyst Real Estate Asset Management at J.P. Morgan
Industry Commercial Real Estate
Experience
J.P. Morgan Asset Management May 2014 - August 2014
The Retail Connection May 2013 - December 2013
Chapwood Capital Investment Management June 2012 - August 2012
Dallas Cowboys July 2011 - August 2011
Greenhill School May 2010 - May 2011
Greenhill School August 2009 - May 2011
Dallas Cowboys April 2009 - January 2011
Skills
Microsoft Office, InDesign, Photoshop, Social Media, Research, Writing, Editing, Media Production, Interviews, Public Speaking, Spanish, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (B.A.), Economics with Honors, 3.8
J.P. Morgan Asset Management May 2014 - August 2014
The Retail Connection May 2013 - December 2013
Chapwood Capital Investment Management June 2012 - August 2012
Dallas Cowboys July 2011 - August 2011
Greenhill School May 2010 - May 2011
Greenhill School August 2009 - May 2011
Dallas Cowboys April 2009 - January 2011
Skills
Microsoft Office, InDesign, Photoshop, Social Media, Research, Writing, Editing, Media Production, Interviews, Public Speaking, Spanish, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (B.A.), Economics with Honors, 3.8
Marcus Stroud's Chapwood Capital Investment Management Experience June 2013 - August 2013
Job Student at Princeton University
Industry
Experience
ZenithOptimedia Group I The ROI Agency June 2015 - August 2015
Princeton University Preparatory Program May 2014 - August 2014
Chapwood Capital Investment Management June 2013 - August 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Teamwork, C, Fundraising, Social Media, Marketing, Leadership
Education
Princeton University 2012 — 2016
ZenithOptimedia Group I The ROI Agency June 2015 - August 2015
Princeton University Preparatory Program May 2014 - August 2014
Chapwood Capital Investment Management June 2013 - August 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Research, Microsoft Office, Teamwork, C, Fundraising, Social Media, Marketing, Leadership
Education
Princeton University 2012 — 2016
Carpenter Parham Carpenter Parham's Chapwood Capital Investment Management Experience May 2015 - Present
Job Intern at Chapwood Capital Investment Management
Industry Commercial Real Estate
Experience
Chapwood Capital Investment Management May 2015 - Present
Merritt properties, LLC January 2009 - Present
Young Life January 2011 - 2014
Oktoberfest Cancer Run January 2012 - January 2013
Boy Scouts of America 2011 - 2011
Skills
Financial Modeling, Research, PowerPoint, Social Media, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Marketing, Public Speaking, Social Networking, Customer Service, Facebook, Leadership
Education
Dedman School of Economics 2011 — 2015
Bachelor of Arts, Public Policy
Southern Methodist University 2011 — 2015
Bachelor's, Economics with Finance Applications Specialization
Southern Methodist University
Bachelor of Arts
Chapwood Capital Investment Management May 2015 - Present
Merritt properties, LLC January 2009 - Present
Young Life January 2011 - 2014
Oktoberfest Cancer Run January 2012 - January 2013
Boy Scouts of America 2011 - 2011
Skills
Financial Modeling, Research, PowerPoint, Social Media, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, Marketing, Public Speaking, Social Networking, Customer Service, Facebook, Leadership
Education
Dedman School of Economics 2011 — 2015
Bachelor of Arts, Public Policy
Southern Methodist University 2011 — 2015
Bachelor's, Economics with Finance Applications Specialization
Southern Methodist University
Bachelor of Arts
Cameron Burk's Chapwood Capital Investment Management Experience July 2012 - August 2012
Job SHOP Companies
Industry Real Estate
Experience
SHOP Companies August 2015 - Present
The Marketing Arm June 2013 - August 2013
Chapwood Capital Investment Management July 2012 - August 2012
ProCamps Worldwide February 2012 - February 2012
YMCA of Metropolitan Dallas November 2009 - February 2011
Skills
Public Speaking, Intrapersonal Skills, Organization Skills, Microsoft Excel, Commercial Real Estate, Due Diligence, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Real Estate
SHOP Companies August 2015 - Present
The Marketing Arm June 2013 - August 2013
Chapwood Capital Investment Management July 2012 - August 2012
ProCamps Worldwide February 2012 - February 2012
YMCA of Metropolitan Dallas November 2009 - February 2011
Skills
Public Speaking, Intrapersonal Skills, Organization Skills, Microsoft Excel, Commercial Real Estate, Due Diligence, Teamwork
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Real Estate
Brittani J. Boukather Brittani J. Boukather's Chapwood Capital Investment Management Experience January 2013 - May 2013
Job Assistant Vice President, Program Management at Citi
Industry Banking
Experience
Citi August 2015 - Present
Citi June 2013 - August 2015
Chapwood Capital Investment Management January 2013 - May 2013
SMU Mathematics August 2012 - May 2013
Stevens Entertainment Group April 2012 - April 2013
Skills
Spanish, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Relations, Customer Service, Event Planning
Education
Southern Methodist University 2009 — 2013
Bachelor of Science, Mathematics; Applied Mathematics
Southern Methodist University 2009 — 2013
Bachelor of Arts, Spanish
Citi August 2015 - Present
Citi June 2013 - August 2015
Chapwood Capital Investment Management January 2013 - May 2013
SMU Mathematics August 2012 - May 2013
Stevens Entertainment Group April 2012 - April 2013
Skills
Spanish, Research, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Relations, Customer Service, Event Planning
Education
Southern Methodist University 2009 — 2013
Bachelor of Science, Mathematics; Applied Mathematics
Southern Methodist University 2009 — 2013
Bachelor of Arts, Spanish
Luke Mullan's Chapwood Capital Investment Management Experience June 2013 - August 2013
Job SSG Intern at MIAC Mortgage Industry Advisory Corporation
Industry
Experience
MIAC - Mortgage Industry Advisory Corporation June 2014 - August 2014
Chapwood Capital Investment Management June 2013 - August 2013
Southern Methodist University January 2013 - May 2013
Skills
Finance, Risk Management, Financial Modeling, Banking, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Loyola of Los Angeles 2007 — 2011
MIAC - Mortgage Industry Advisory Corporation June 2014 - August 2014
Chapwood Capital Investment Management June 2013 - August 2013
Southern Methodist University January 2013 - May 2013
Skills
Finance, Risk Management, Financial Modeling, Banking, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
Loyola of Los Angeles 2007 — 2011
Dan Held Dan Held's Chapwood Capital Investment Management Experience June 2009 - August 2009
Job CoFounder of Hover
Industry Information Technology and Services
Experience
Hoverapp.io December 2014 - Present
LibraTax February 2014 - Present
Boost VC May 2014 - Present
ChangeTip December 2014 - June 2015
Blockchain December 2013 - December 2014
ZeroBlock April 2013 - December 2013
Dunhill Partners January 2013 - December 2013
Dunhill Partners July 2011 - December 2012
Chapwood Capital Investment Management June 2009 - August 2009
Education
Texas A&M University - Mays Business School 2006 — 2010
Business Administration, Finance
Hoverapp.io December 2014 - Present
LibraTax February 2014 - Present
Boost VC May 2014 - Present
ChangeTip December 2014 - June 2015
Blockchain December 2013 - December 2014
ZeroBlock April 2013 - December 2013
Dunhill Partners January 2013 - December 2013
Dunhill Partners July 2011 - December 2012
Chapwood Capital Investment Management June 2009 - August 2009
Education
Texas A&M University - Mays Business School 2006 — 2010
Business Administration, Finance
Eddy Sher Eddy Sher's Chapwood Capital Investment Management Experience October 2013 - May 2014
Job Supply Chain Controller at Nan Ya Plastics Corp. USA
Industry Logistics and Supply Chain
Experience
Nan Ya Plastics Corp. USA June 2014 - Present
Chapwood Capital Investment Management October 2013 - May 2014
Taiwan Textile Federation January 2011 - January 2012
Lite-On IT Corporation July 2010 - September 2010
Skills
Microsoft Excel, Supply Chain Management, Microsoft Word, Apparel, Access, Cold Calling, Microsoft Office, Sales, Customer Service, Inventory Management, Supply Chain, Sourcing, Purchasing, Logistics, Salesforce.com, CRM, SQL, SAP, ERP, Textiles, Fashion, Apparel Sourcing, Project Management, Data Analysis, Social Media, Mac OS, Project Planning, CPIM pre-course..., Photoshop, Illustrator, MS Access, Microsoft SQL Server, Merchandising, PowerPoint, Management, Manufacturing, Teamwork, Leadership, Analysis, Operations Management, Process Improvement, Forecasting, Negotiation, Time Management, Internal Communications, Corporate Communications
Education
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Science (MS), Supply Chain Management
National Taiwan Normal University 2007 — 2011
Bachelor of Education (BEd), Human Development and Family Studies, Concentration in Textiles and Apparel
Nan Ya Plastics Corp. USA June 2014 - Present
Chapwood Capital Investment Management October 2013 - May 2014
Taiwan Textile Federation January 2011 - January 2012
Lite-On IT Corporation July 2010 - September 2010
Skills
Microsoft Excel, Supply Chain Management, Microsoft Word, Apparel, Access, Cold Calling, Microsoft Office, Sales, Customer Service, Inventory Management, Supply Chain, Sourcing, Purchasing, Logistics, Salesforce.com, CRM, SQL, SAP, ERP, Textiles, Fashion, Apparel Sourcing, Project Management, Data Analysis, Social Media, Mac OS, Project Planning, CPIM pre-course..., Photoshop, Illustrator, MS Access, Microsoft SQL Server, Merchandising, PowerPoint, Management, Manufacturing, Teamwork, Leadership, Analysis, Operations Management, Process Improvement, Forecasting, Negotiation, Time Management, Internal Communications, Corporate Communications
Education
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Science (MS), Supply Chain Management
National Taiwan Normal University 2007 — 2011
Bachelor of Education (BEd), Human Development and Family Studies, Concentration in Textiles and Apparel
Stephen Groshko Stephen Groshko's Chapwood Capital Investment Management Experience September 2011 - December 2012
Job Loan Officer at Chicago Financial Services, Inc.
Industry Financial Services
Experience
Chicago Financial Services July 2013 - Present
Chapwood Capital Investment Management September 2011 - December 2012
Chicago Financial Services June 2012 - August 2012
Enjoy Life Natural Brands, LLC June 2011 - August 2011
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Wealth Management, Mortgage Lending, Microsoft Office, Residential Mortgages, Real Estate, Real Estate Financing
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Finance, Economics
The American School in Japan
Chicago Financial Services July 2013 - Present
Chapwood Capital Investment Management September 2011 - December 2012
Chicago Financial Services June 2012 - August 2012
Enjoy Life Natural Brands, LLC June 2011 - August 2011
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Wealth Management, Mortgage Lending, Microsoft Office, Residential Mortgages, Real Estate, Real Estate Financing
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Finance, Economics
The American School in Japan
Foster Donnell's Chapwood Capital Investment Management Experience June 2014 - July 2014
Job Aspiring Writer, Creator, Entrepreneur, Doer
Industry Marketing and Advertising
Experience
Chapwood Capital Investment Management June 2014 - July 2014
United States Marine Corps October 2010 - January 2012
Skills
Leadership, People-oriented, People Skills, Storytelling, Determination, Social Media, Public Speaking, Creative Writing, Passion for Helping..., Diligent, Fast Learner, Writing, Team-oriented, Optimistic, Humor, Analytical Skills, Marketing, Blogging, Technology, Social Media Marketing, Sales, Investments, Forex, Patience, Microsoft Office, Management, PowerPoint, Research, Teamwork
Education
Rawls College of Business at Texas Tech University 2013 — 2016
Bachelor of Business Administration (BBA), Management/Entrepreneurship, Senior
University of Westminster 2015 — 2015
Semester Abroad in London, UK, Entrepreneurship/Entrepreneurial Studies
Chapwood Capital Investment Management June 2014 - July 2014
United States Marine Corps October 2010 - January 2012
Skills
Leadership, People-oriented, People Skills, Storytelling, Determination, Social Media, Public Speaking, Creative Writing, Passion for Helping..., Diligent, Fast Learner, Writing, Team-oriented, Optimistic, Humor, Analytical Skills, Marketing, Blogging, Technology, Social Media Marketing, Sales, Investments, Forex, Patience, Microsoft Office, Management, PowerPoint, Research, Teamwork
Education
Rawls College of Business at Texas Tech University 2013 — 2016
Bachelor of Business Administration (BBA), Management/Entrepreneurship, Senior
University of Westminster 2015 — 2015
Semester Abroad in London, UK, Entrepreneurship/Entrepreneurial Studies
John Oakes's Chapwood Capital Investment Management Experience May 2010 - December 2010
Job Associate at Trinity Hunt Partners
Industry Venture Capital & Private Equity
Experience
Trinity Hunt Partners July 2015 - Present
Credit Suisse July 2013 - July 2015
Southern Methodist University May 2012 - May 2013
Credit Suisse June 2012 - August 2012
Goldman Sachs May 2011 - December 2011
Chapwood Capital Investment Management May 2010 - December 2010
Skills
Bloomberg, Microsoft Excel, Access, PowerPoint, Financial Analysis, Microsoft Word, Capital IQ, Private Equity, Data Analysis, Bloomberg Terminal, Teamwork, Portfolio Management, Microsoft Office, Statistics, Investment Banking
Education
Southern Methodist University 2009 — 2013
BBA, Finance
Trinity Hunt Partners July 2015 - Present
Credit Suisse July 2013 - July 2015
Southern Methodist University May 2012 - May 2013
Credit Suisse June 2012 - August 2012
Goldman Sachs May 2011 - December 2011
Chapwood Capital Investment Management May 2010 - December 2010
Skills
Bloomberg, Microsoft Excel, Access, PowerPoint, Financial Analysis, Microsoft Word, Capital IQ, Private Equity, Data Analysis, Bloomberg Terminal, Teamwork, Portfolio Management, Microsoft Office, Statistics, Investment Banking
Education
Southern Methodist University 2009 — 2013
BBA, Finance
Alexander Prince's Chapwood Capital Investment Management Experience May 2013 - August 2013
Job CoFounder at Leaseful, LLC
Industry Accounting
Experience
Leaseful August 2014 - Present
Blue River Partners, LLC May 2014 - September 2014
Chapwood Capital Investment Management May 2013 - August 2013
Eleets Transportation June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Social Media, Social Networking, Research, Microsoft Word
Education
Southern Methodist University 2011 — 2015
BS, Accounting
The Bolles School 2007 — 2010
3.65
Leaseful August 2014 - Present
Blue River Partners, LLC May 2014 - September 2014
Chapwood Capital Investment Management May 2013 - August 2013
Eleets Transportation June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Social Media, Social Networking, Research, Microsoft Word
Education
Southern Methodist University 2011 — 2015
BS, Accounting
The Bolles School 2007 — 2010
3.65
Alex Mezey's Chapwood Capital Investment Management Experience May 2011 - August 2011
Job Analyst at VMG Health
Industry Accounting
Experience
VMG Health July 2014 - Present
KPMG US January 2013 - March 2013
Kanter Financial Forensics, LLC June 2012 - August 2012
Chapwood Capital Investment Management May 2011 - August 2011
Southern Methodist University August 2010 - May 2011
Socratic Arts June 2010 - August 2010
Professional Development Associates June 2008 - September 2008
Skills
Financial Accounting, Business Writing, Creative Writing, Journalism, Microsoft Excel, PowerPoint, Financial Modeling, Research, Access, Microsoft Office, Microsoft Word, Financial Analysis, Public Speaking, Event Planning
Education
Southern Methodist University 2013 — 2014
Master's of Science in Accounting, Accounting, 3.92/4.0
Southern Methodist University 2009 — 2013
BBA, Accounting & Sports Management, 3.93/4.0
Cranbrook Kingswood Upper School 2005 — 2009
Diploma
VMG Health July 2014 - Present
KPMG US January 2013 - March 2013
Kanter Financial Forensics, LLC June 2012 - August 2012
Chapwood Capital Investment Management May 2011 - August 2011
Southern Methodist University August 2010 - May 2011
Socratic Arts June 2010 - August 2010
Professional Development Associates June 2008 - September 2008
Skills
Financial Accounting, Business Writing, Creative Writing, Journalism, Microsoft Excel, PowerPoint, Financial Modeling, Research, Access, Microsoft Office, Microsoft Word, Financial Analysis, Public Speaking, Event Planning
Education
Southern Methodist University 2013 — 2014
Master's of Science in Accounting, Accounting, 3.92/4.0
Southern Methodist University 2009 — 2013
BBA, Accounting & Sports Management, 3.93/4.0
Cranbrook Kingswood Upper School 2005 — 2009
Diploma
Britt Viole's Chapwood Capital Investment Management Experience February 2012 - June 2012
Job Chapwood Capital Investment Management
Industry Financial Services
Experience
Chapwood Capital Investment Management February 2012 - June 2012
Capital Real Estate Advisors June 2010 - August 2010
Education
Southern Methodist University 2007 — 2011
BS, Economics with Financial Application
Chapwood Capital Investment Management February 2012 - June 2012
Capital Real Estate Advisors June 2010 - August 2010
Education
Southern Methodist University 2007 — 2011
BS, Economics with Financial Application
J. Hugh Liedtke's Chapwood Capital Investment Management Experience May 2011 - June 2011
Job Acquisitions and Divestments Analyst at FreeportMcMoRan Oil and Gas
Industry Oil & Energy
Experience
Freeport-McMoRan Oil & Gas August 2014 - Present
Schlachter Oil December 2013 - July 2014
Chapwood Capital Investment Management May 2011 - June 2011
Skills
PowerPoint, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Valuation, Facebook, Investments, Economics, Finance, Access
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University 2009 — 2013
Bachelor of Science (BS), Economics with Financial Applications Specialization
Freeport-McMoRan Oil & Gas August 2014 - Present
Schlachter Oil December 2013 - July 2014
Chapwood Capital Investment Management May 2011 - June 2011
Skills
PowerPoint, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Valuation, Facebook, Investments, Economics, Finance, Access
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University 2009 — 2013
Bachelor of Science (BS), Economics with Financial Applications Specialization