Choice Investments
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Choice Investments Employees
Employee
Years
Job
Industry
Mario Duran Mario Duran's Choice Investments Experience September 2006 - December 2006
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. September 2010 - Present
MD Contractors November 2009 - September 2010
Dell Inc. August 2008 - November 2009
Choice Investments September 2006 - December 2006
Education
The University of Texas at Austin 2005 — 2008
Bachelors, Economics
The University of Texas at San Antonio 2004 — 2005
General Studies
JP Morgan Chase Bank N.A. September 2010 - Present
MD Contractors November 2009 - September 2010
Dell Inc. August 2008 - November 2009
Choice Investments September 2006 - December 2006
Education
The University of Texas at Austin 2005 — 2008
Bachelors, Economics
The University of Texas at San Antonio 2004 — 2005
General Studies
James Kaighin James Kaighin's Choice Investments Experience April 1984 - October 2011
Job Financial Advisor at Kaighin Team | Financial Advisors
Industry Financial Services
Experience
Kaighin Team Financial Advisors October 2011 - Present
Choice Investments April 1984 - October 2011
Skills
Advise individual...
Education
Duke University 1961 — 1965
Bachelor of Science (B.S.), Mechanical Engineering
Kaighin Team Financial Advisors October 2011 - Present
Choice Investments April 1984 - October 2011
Skills
Advise individual...
Education
Duke University 1961 — 1965
Bachelor of Science (B.S.), Mechanical Engineering
Jana Darling Jana Darling's Choice Investments Experience May 1999 - June 2003
Job Account General Manager at Pearson North America
Industry Publishing
Experience
Pearson North America April 2014 - Present
CompassLearning April 2012 - April 2014
Leander ISD August 2005 - April 2012
Choice Investments May 1999 - June 2003
Credit Suisse May 1997 - May 1999
Skills
Curriculum Design, Classroom, Differentiated..., Curriculum Development, Instructional Technology, K-12, Educational Technology, Educational Leadership, Instructional Design, Leadership, Special Education, E-Learning, Teaching, Staff Development, Research, Literacy, Elementary Education, Teacher Training, Training, Classroom Management, Technology Integration
Education
Texas State University-San Marcos 2003 — 2004
Masters, Elementary Education and Teaching
University of Houston 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Pearson North America April 2014 - Present
CompassLearning April 2012 - April 2014
Leander ISD August 2005 - April 2012
Choice Investments May 1999 - June 2003
Credit Suisse May 1997 - May 1999
Skills
Curriculum Design, Classroom, Differentiated..., Curriculum Development, Instructional Technology, K-12, Educational Technology, Educational Leadership, Instructional Design, Leadership, Special Education, E-Learning, Teaching, Staff Development, Research, Literacy, Elementary Education, Teacher Training, Training, Classroom Management, Technology Integration
Education
Texas State University-San Marcos 2003 — 2004
Masters, Elementary Education and Teaching
University of Houston 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Kyle Barella Kyle Barella's Choice Investments Experience August 2013 - June 2015
Job Attorney | Founder at Barella Law, P.C.
Industry Law Practice
Experience
Barella Law, P.C. October 2013 - Present
GB Importatori LLC January 2015 - Present
General Counsel, P.C. June 2014 - June 2015
Choice Investments August 2013 - June 2015
Korda, Zitt & Associates July 2012 - December 2013
Bruno & Prado, PLLC May 2011 - August 2011
American Councils for International Education April 2010 - July 2010
Marriott International August 2008 - July 2010
Skills
Securities Regulation, Corporate Governance, EB-5 Immigrant Investor..., Immigration Law, International Law, Legal Research, Legal Writing, Federal & State Income..., Corporate Law, Hearings, Immigration Issues, Visas, Naturalization, Litigation, H-1B
Education
Ave Maria School of Law
Juris Doctor (J.D.), Law
George Mason University
Bachelor of Arts, History
John Cabot University
Study Abroad, International Studies/History
Regis Jesuit High School
Barella Law, P.C. October 2013 - Present
GB Importatori LLC January 2015 - Present
General Counsel, P.C. June 2014 - June 2015
Choice Investments August 2013 - June 2015
Korda, Zitt & Associates July 2012 - December 2013
Bruno & Prado, PLLC May 2011 - August 2011
American Councils for International Education April 2010 - July 2010
Marriott International August 2008 - July 2010
Skills
Securities Regulation, Corporate Governance, EB-5 Immigrant Investor..., Immigration Law, International Law, Legal Research, Legal Writing, Federal & State Income..., Corporate Law, Hearings, Immigration Issues, Visas, Naturalization, Litigation, H-1B
Education
Ave Maria School of Law
Juris Doctor (J.D.), Law
George Mason University
Bachelor of Arts, History
John Cabot University
Study Abroad, International Studies/History
Regis Jesuit High School
Dylan Cowley Dylan Cowley's Choice Investments Experience September 2013 - January 2014
Job Client Account Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Choice Investments September 2013 - January 2014
Northwestern Mutual May 2013 - August 2013
Northwestern Mutual May 2012 - August 2013
Skills
•Adept with both Mac..., Microsoft Office, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Investments, Finance
Education
Colby College 2010 — 2014
Bachelor of Arts, Economics; Financial Markets
Noble and Greenough School 2006 — 2010
High School Diploma
Choice Investments September 2013 - January 2014
Northwestern Mutual May 2013 - August 2013
Northwestern Mutual May 2012 - August 2013
Skills
•Adept with both Mac..., Microsoft Office, Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Investments, Finance
Education
Colby College 2010 — 2014
Bachelor of Arts, Economics; Financial Markets
Noble and Greenough School 2006 — 2010
High School Diploma
Keunjung (KJ) Ko Keunjung (KJ) Ko's Choice Investments Experience 2005 - 2005
Job Trader & Financial Analyst at Midstream Energy
Industry Oil & Energy
Experience
Midstream Energy 2013 - Present
Merchant Energy Holdings, LLC. 2012 - 2013
Black & Veatch 2009 - 2012
Lukens Energy Group 2006 - 2009
Time Warner Cable 2006 - 2006
Choice Investments 2005 - 2005
Smartluxbargain 2004 - 2005
Skills
Energy, Energy Industry, Analysis, Commodity Markets, Financial Analysis, Gas, Financial Modeling, Project Management, Petroleum, Commodity, Management, Trading, Pipelines, Oil, Energy Markets, Contract Management, Due Diligence, Finance, Marketing, Mergers, Strategy, Forecasting, Valuation, Project Planning, Business Development, Upstream
Education
The University of Texas at Austin 2003 — 2006
Midstream Energy 2013 - Present
Merchant Energy Holdings, LLC. 2012 - 2013
Black & Veatch 2009 - 2012
Lukens Energy Group 2006 - 2009
Time Warner Cable 2006 - 2006
Choice Investments 2005 - 2005
Smartluxbargain 2004 - 2005
Skills
Energy, Energy Industry, Analysis, Commodity Markets, Financial Analysis, Gas, Financial Modeling, Project Management, Petroleum, Commodity, Management, Trading, Pipelines, Oil, Energy Markets, Contract Management, Due Diligence, Finance, Marketing, Mergers, Strategy, Forecasting, Valuation, Project Planning, Business Development, Upstream
Education
The University of Texas at Austin 2003 — 2006
Steve Warrington Steve Warrington's Choice Investments Experience March 1992 - December 2011
Job
Industry Investment Management
Experience
Calton & Associates, Inc. January 2012 - Present
Choice Investments March 1992 - December 2011
Southwest Securities 1992 - 2008
Eppler, Guerin & Turner Inc 1986 - 1992
American Express 1980 - 1986
Education
The University of Texas at Austin
Calton & Associates, Inc. January 2012 - Present
Choice Investments March 1992 - December 2011
Southwest Securities 1992 - 2008
Eppler, Guerin & Turner Inc 1986 - 1992
American Express 1980 - 1986
Education
The University of Texas at Austin
Anna (Sonkina) Barella Anna (Sonkina) Barella's Choice Investments Experience August 2013 - March 2015
Job Choice Investments
Industry Financial Services
Experience
Choice Investments August 2013 - March 2015
Exclusive Visas March 2013 - August 2013
Rapid USA Visas August 2011 - March 2013
Skills
Public Relations, Russian, Customer Service, Contract Negotiation, Financial Analysis, Teamwork, Sales Management, Retail, Real Estate, Negotiation, Strategic Planning, Marketing, Sales, Business Development, Social Media, Management, Investments, Business Planning, Entrepreneurship, Sales Process, Market Research, Strategy, Start-ups, Advertising, Finance, International Business, Mergers & Acquisitions, Business Strategy, Market Analysis, Due Diligence, New Business Development, Analysis, Management Consulting, Venture Capital, Securities, Strategic Partnerships, Executive Management, Project Finance, Joint Ventures, Private Equity, Corporate Finance, Valuation, Risk Management, Financial Modeling, Real Estate Transactions, Portfolio Management, Budgets, Investor Relations
Education
University of Colorado Denver 2004 — 2008
B.S.B.A., Marketing, International Business
Universitat Autònoma de Barcelona 2007 — 2007
International Business and Spanish language
Choice Investments August 2013 - March 2015
Exclusive Visas March 2013 - August 2013
Rapid USA Visas August 2011 - March 2013
Skills
Public Relations, Russian, Customer Service, Contract Negotiation, Financial Analysis, Teamwork, Sales Management, Retail, Real Estate, Negotiation, Strategic Planning, Marketing, Sales, Business Development, Social Media, Management, Investments, Business Planning, Entrepreneurship, Sales Process, Market Research, Strategy, Start-ups, Advertising, Finance, International Business, Mergers & Acquisitions, Business Strategy, Market Analysis, Due Diligence, New Business Development, Analysis, Management Consulting, Venture Capital, Securities, Strategic Partnerships, Executive Management, Project Finance, Joint Ventures, Private Equity, Corporate Finance, Valuation, Risk Management, Financial Modeling, Real Estate Transactions, Portfolio Management, Budgets, Investor Relations
Education
University of Colorado Denver 2004 — 2008
B.S.B.A., Marketing, International Business
Universitat Autònoma de Barcelona 2007 — 2007
International Business and Spanish language
Michael Denson Michael Denson's Choice Investments Experience 2003 - 2005
Job Industrial Director at Nova Medical Centers
Industry Hospital & Health Care
Experience
Nova Medical Centers August 2011 - Present
Dahill Industries January 2010 - May 2011
Living Social Escapes 2011 - 2011
New Horizons Computer Learning2009 January 2009 - December 2009
Texas Healthcare Specialists January 2006 - December 2009
Healthcare Specialists 2008 - 2009
Farm & Ranch Healthcare May 2004 - August 2007
Choice Investments 2003 - 2005
Bank One March 2001 - May 2004
Bank One, N.A. - Choice Investments, Inc January 2000 - January 2004
Skills
Management, Selling, Customer Service, Strategy, Negotiation, Sales, Marketing, Recruiting, Training, Social Networking, Business Strategy, Cold Calling, Customer Satisfaction, Investments, Insurance, Direct Sales, Salesforce.com, Sales Process, Account Management, Sales Operations
Education
California State University-Long Beach 1986 — 1992
Associates Degree, General Education
Orange Coast College 1992 — 1994
Associate of Arts (AA), Culinary Arts
Rolling Hills High
Nova Medical Centers August 2011 - Present
Dahill Industries January 2010 - May 2011
Living Social Escapes 2011 - 2011
New Horizons Computer Learning2009 January 2009 - December 2009
Texas Healthcare Specialists January 2006 - December 2009
Healthcare Specialists 2008 - 2009
Farm & Ranch Healthcare May 2004 - August 2007
Choice Investments 2003 - 2005
Bank One March 2001 - May 2004
Bank One, N.A. - Choice Investments, Inc January 2000 - January 2004
Skills
Management, Selling, Customer Service, Strategy, Negotiation, Sales, Marketing, Recruiting, Training, Social Networking, Business Strategy, Cold Calling, Customer Satisfaction, Investments, Insurance, Direct Sales, Salesforce.com, Sales Process, Account Management, Sales Operations
Education
California State University-Long Beach 1986 — 1992
Associates Degree, General Education
Orange Coast College 1992 — 1994
Associate of Arts (AA), Culinary Arts
Rolling Hills High
Juanita Stephens Juanita Stephens's Choice Investments Experience 2010 - 2011
Job Financial Planner at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial August 2013 - Present
Regulatory Disclosures August 2013 - February 2014
Austin Wealth Specialists May 2011 - August 2013
Choice Investments 2010 - 2011
Farmers Insurance & Financial Services July 2004 - February 2010
Skills
Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Retirement, Employee Benefits, Public Speaking, Insurance Brokerage, Health Insurance, 401k, Fixed Annuities, Entrepreneurship, Universal Life, IRAs, Mutual Funds, Long-term Care, Whole Life, Business, Engaging Public Speaker, Asset Managment
Education
Park University 1985 — 1995
Bachelor of Science in Management, Business, Management, Marketing, and Related Support Services, cum laude
SagePoint Financial August 2013 - Present
Regulatory Disclosures August 2013 - February 2014
Austin Wealth Specialists May 2011 - August 2013
Choice Investments 2010 - 2011
Farmers Insurance & Financial Services July 2004 - February 2010
Skills
Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Retirement, Employee Benefits, Public Speaking, Insurance Brokerage, Health Insurance, 401k, Fixed Annuities, Entrepreneurship, Universal Life, IRAs, Mutual Funds, Long-term Care, Whole Life, Business, Engaging Public Speaker, Asset Managment
Education
Park University 1985 — 1995
Bachelor of Science in Management, Business, Management, Marketing, and Related Support Services, cum laude
Greg Montgomery Greg Montgomery's Choice Investments Experience August 1996 - March 2004
Job Marketing Manager at Southwest Solutions Group
Industry Business Supplies and Equipment
Experience
Southwest Solutions Group 2006 - Present
Montgomery Installations October 2004 - June 2007
Claim Services July 2004 - November 2006
Southwest Solutions Group November 2001 - August 2004
Choice Investments August 1996 - March 2004
Acratod of Austin (TAB Products) August 1989 - August 1996
Texas Spacesaver Systems February 1986 - September 1989
Austin Storage Planners August 1983 - October 1986
Houston Steel Equipment July 1976 - September 1983
Skills
Sales Process, Marketing, Account Management, Storage, Sales, New Business Development, B2B, Team Building, Direct Sales, Solution Selling, Sales Management, Warehousing, Selling, Automation, Office Equipment, Marketing Strategy, Strategic Planning, Sales Operations, Management
Education
Sam Houston State University 1973 — 1974
Forest Park
Toastmasters
Southwest Solutions Group 2006 - Present
Montgomery Installations October 2004 - June 2007
Claim Services July 2004 - November 2006
Southwest Solutions Group November 2001 - August 2004
Choice Investments August 1996 - March 2004
Acratod of Austin (TAB Products) August 1989 - August 1996
Texas Spacesaver Systems February 1986 - September 1989
Austin Storage Planners August 1983 - October 1986
Houston Steel Equipment July 1976 - September 1983
Skills
Sales Process, Marketing, Account Management, Storage, Sales, New Business Development, B2B, Team Building, Direct Sales, Solution Selling, Sales Management, Warehousing, Selling, Automation, Office Equipment, Marketing Strategy, Strategic Planning, Sales Operations, Management
Education
Sam Houston State University 1973 — 1974
Forest Park
Toastmasters
Christopher Markos's Choice Investments Experience September 2013 - Present
Job Financial Advisor at Choice Investments, Investors Capital Corporation
Industry Financial Services
Experience
Choice Investments September 2013 - Present
Rotary Club of Gardiner July 2011 - Present
TBM Financial Services located at The Bank of Maine April 2008 - September 2013
Delhaize Group April 2007 - April 2008
TD Banknorth September 2004 - April 2007
Berry, Dunn, McNeil & Parker May 2000 - August 2004
Skills
Strategic Financial..., Retirement Planning, Retirement Plan..., Financial Advisory, Alternative Investments, Investment Strategies
Education
Southern New Hampshire University 2004 — 2007
MBA, Global Studies
Bentley University 1996 — 2000
BS, Accounting, Minor in Computer Information Systems
Choice Investments September 2013 - Present
Rotary Club of Gardiner July 2011 - Present
TBM Financial Services located at The Bank of Maine April 2008 - September 2013
Delhaize Group April 2007 - April 2008
TD Banknorth September 2004 - April 2007
Berry, Dunn, McNeil & Parker May 2000 - August 2004
Skills
Strategic Financial..., Retirement Planning, Retirement Plan..., Financial Advisory, Alternative Investments, Investment Strategies
Education
Southern New Hampshire University 2004 — 2007
MBA, Global Studies
Bentley University 1996 — 2000
BS, Accounting, Minor in Computer Information Systems
Elizabeth Pham's Choice Investments Experience 2007 - 2007
Job Sr. Pricing Analyst at NRG Energy
Industry Oil & Energy
Experience
NRG Energy May 2015 - Present
Champion Energy Services June 2013 - May 2015
Champion Energy Services June 2012 - June 2013
Champion Energy Services February 2012 - January 2013
alliantgroup November 2011 - January 2012
American Cancer Society 2009 - 2010
Choice Investments 2007 - 2007
Intellectual Entrepreneurship 2007 - 2007
Skills
Energy, Financial Analysis, Financial Modeling, Analysis, Project Management, Risk Management, Economics, Contract Negotiation, Business Process..., Strategic Planning, Process Improvement, Business Strategy, Business Development, Leadership, Management, Commodity Markets, Contract Management, Budgets
Education
The University of Texas at Austin
Bachelor Liberal Arts, Economics
NRG Energy May 2015 - Present
Champion Energy Services June 2013 - May 2015
Champion Energy Services June 2012 - June 2013
Champion Energy Services February 2012 - January 2013
alliantgroup November 2011 - January 2012
American Cancer Society 2009 - 2010
Choice Investments 2007 - 2007
Intellectual Entrepreneurship 2007 - 2007
Skills
Energy, Financial Analysis, Financial Modeling, Analysis, Project Management, Risk Management, Economics, Contract Negotiation, Business Process..., Strategic Planning, Process Improvement, Business Strategy, Business Development, Leadership, Management, Commodity Markets, Contract Management, Budgets
Education
The University of Texas at Austin
Bachelor Liberal Arts, Economics
Justin Warlick, RPL's Choice Investments Experience 2002 - 2004
Job Independant Landman Warlick Land Services, Inc.
Industry Oil & Energy
Experience
Petro-Land Group, Inc. 2011 - 2015
WEBB Shannon Haas LLC 2009 - 2011
Caffey Group 2004 - 2008
Choice Investments 2002 - 2004
Skills
Gas, Pipelines, Energy Industry, Petroleum, Natural Gas, Division Orders, Due Diligence, Energy, Joint Ventures, Leases, Minerals, Negotiation, Oil, Real Estate, Title Opinions, Contract Negotiation, Oil & Gas Industry, Oil & Gas, Titles, Mineral Rights, Microsoft Office
Education
Texas A&M University 1997 — 2001
Bachelor's Degree, Economics
Petro-Land Group, Inc. 2011 - 2015
WEBB Shannon Haas LLC 2009 - 2011
Caffey Group 2004 - 2008
Choice Investments 2002 - 2004
Skills
Gas, Pipelines, Energy Industry, Petroleum, Natural Gas, Division Orders, Due Diligence, Energy, Joint Ventures, Leases, Minerals, Negotiation, Oil, Real Estate, Title Opinions, Contract Negotiation, Oil & Gas Industry, Oil & Gas, Titles, Mineral Rights, Microsoft Office
Education
Texas A&M University 1997 — 2001
Bachelor's Degree, Economics