Commerce Street Capital,LLC
Industry: Capital market company
DescriptionFounded: 2007 Parent organization: Commerce Street Holdings LLC Subsidiary: Commerce Street Investment Management
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Commerce Street Capital,LLC Employees
Employee
Years
Job
Industry
William D. Tex Gross William D. Tex Gross's Commerce Street Capital,LLC Experience
Job Chairman at Commerce Street Holdings, LLC
Industry Investment Banking
Experience
Commerce Street Capital,LLC
Skills
Investment Management, Private Placements, Investment Banking, Investments, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Finance, Asset Management, Portfolio Management, Financial Analysis, Leadership, Banking, Hedge Funds, Credit, Due Diligence, Entrepreneurship, Risk Management
Education
The University of Texas at Austin 1961 — 1965
Bachelor of Arts (B.A.)
Commerce Street Capital,LLC
Skills
Investment Management, Private Placements, Investment Banking, Investments, Mergers & Acquisitions, Private Equity, Venture Capital, Capital Markets, Finance, Asset Management, Portfolio Management, Financial Analysis, Leadership, Banking, Hedge Funds, Credit, Due Diligence, Entrepreneurship, Risk Management
Education
The University of Texas at Austin 1961 — 1965
Bachelor of Arts (B.A.)
Christian Sanford Christian Sanford's Commerce Street Capital,LLC Experience January 2014 - October 2014
Job Analyst Investment Banking at Barclays
Industry Investment Banking
Experience
Barclays October 2014 - Present
Commerce Street Capital,LLC January 2014 - October 2014
PwC January 2013 - March 2013
Education
Texas Tech University - Rawls College of Business 2009 — 2013
Master of Science (MS), Accounting
Texas Tech University - Rawls College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Barclays October 2014 - Present
Commerce Street Capital,LLC January 2014 - October 2014
PwC January 2013 - March 2013
Education
Texas Tech University - Rawls College of Business 2009 — 2013
Master of Science (MS), Accounting
Texas Tech University - Rawls College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Brian Horan Brian Horan's Commerce Street Capital,LLC Experience May 2007 - August 2009
Job Sr. Vendor Relations Specialist at American Airlines
Industry Financial Services
Experience
American Airlines May 2013 - Present
Michaels Stores, Inc. May 2012 - May 2013
Commerce Street Capital,LLC May 2007 - August 2009
Skills
Essbase, Microsoft Word, Microsoft Excel, Outlook, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Capital Markets, Private Equity, Accounting, Microsoft Office, PowerPoint, Research, Legal Writing, Analysis, Negotiation, Vendor Contracts, Mergers & Acquisitions, Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University Dedman School of Law 2008 — 2011
Doctor of Law (J.D.)
American Airlines May 2013 - Present
Michaels Stores, Inc. May 2012 - May 2013
Commerce Street Capital,LLC May 2007 - August 2009
Skills
Essbase, Microsoft Word, Microsoft Excel, Outlook, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Capital Markets, Private Equity, Accounting, Microsoft Office, PowerPoint, Research, Legal Writing, Analysis, Negotiation, Vendor Contracts, Mergers & Acquisitions, Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University Dedman School of Law 2008 — 2011
Doctor of Law (J.D.)
Shanna Qiu Shanna Qiu's Commerce Street Capital,LLC Experience June 2011 - August 2011
Job High Yield Credit Research Analyst Energy at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America June 2012 - December 2014
UT Austin August 2009 - May 2012
Commerce Street Capital,LLC June 2011 - August 2011
Skills
Financial Modeling, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel, Valuation
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Bank of America January 2015 - Present
Bank of America June 2012 - December 2014
UT Austin August 2009 - May 2012
Commerce Street Capital,LLC June 2011 - August 2011
Skills
Financial Modeling, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Excel, Valuation
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Bev Berry Bev Berry's Commerce Street Capital,LLC Experience May 2013 - March 2015
Job Allie Beth Allman Real Estate
Industry Real Estate
Experience
Allie Beth Allman and Associates September 2014 - Present
Commerce Street Capital,LLC May 2013 - March 2015
BooKoo Beverages, Inc February 2008 - November 2008
The Marketing Arm/Davie Brown Entertainment May 2007 - January 2008
Little Caesars 2004 - 2007
Dr Pepper / 7UP 1994 - 2004
The Marketing Continuum 1992 - 1994
The Hershey Company 1991 - 1993
Levi Strauss & Co. 1989 - 1991
Skills
Entertainment, Sales, Public Relations, Marketing Strategy, Pricing, Account Management, Social Media, Advertising, Market Planning, Integrated Marketing, Marketing, Consumer Products, Forecasting, Brand Management, Strategic Planning, Social Media Marketing, Management, Marketing Management, Brand Development, CRM, Competitive Analysis, Business Development
Education
Texas Tech University 1984 — 1988
BA, Marketing
Lake Highlands
Allie Beth Allman and Associates September 2014 - Present
Commerce Street Capital,LLC May 2013 - March 2015
BooKoo Beverages, Inc February 2008 - November 2008
The Marketing Arm/Davie Brown Entertainment May 2007 - January 2008
Little Caesars 2004 - 2007
Dr Pepper / 7UP 1994 - 2004
The Marketing Continuum 1992 - 1994
The Hershey Company 1991 - 1993
Levi Strauss & Co. 1989 - 1991
Skills
Entertainment, Sales, Public Relations, Marketing Strategy, Pricing, Account Management, Social Media, Advertising, Market Planning, Integrated Marketing, Marketing, Consumer Products, Forecasting, Brand Management, Strategic Planning, Social Media Marketing, Management, Marketing Management, Brand Development, CRM, Competitive Analysis, Business Development
Education
Texas Tech University 1984 — 1988
BA, Marketing
Lake Highlands
Dean Waters Dean Waters's Commerce Street Capital,LLC Experience 2008 - 2009
Job Managing Director at NextGen Capital
Industry Capital Markets
Experience
NextGen Capital July 2015 - Present
Synovus January 2014 - Present
Vystar Corporation 2013 - January 2014
FiveFold Capital 2009 - 2012
Commerce Street Capital,LLC 2008 - 2009
Poseidon Capital Investments, LLC 2004 - 2008
Global Capital Finance 2003 - 2004
GMAC Commercial Finance 2001 - 2003
Bank of America 1995 - 2000
Stilllwaters, Inc. 1989 - 1993
Skills
Private Equity, Investment Banking, Structured Finance, Financial Structuring, Mergers, Venture Capital, Valuation, Corporate Finance, Capital Markets, Investments, Financial Modeling, Due Diligence, Equities, Portfolio Management, Financial Analysis, Banking, Private Placements, Restructuring, Leveraged Finance, Project Finance, FINRA Series 62, 63, &..., Finance, Loans, Corporate Development, Mergers & Acquisitions, Management, Strategy, Competitive Analysis, Executive Management, Commercial Real Estate, Commercial Real Estate..., Financial Services, Derivatives, Trading, Credit
Education
Investment Banking Institute
Financial Modeling & Valuation
SNL Center for Financial Education
Bank & Thrift Valuation
Wake Forest University 1993 — 1995
MBA, Business
Wake Forest University School of Business 1993 — 1995
MBA, Finance
Oxford University
European Business Studies
East Carolina University 1984 — 1989
BS, Economics
JH Rose High School
NextGen Capital July 2015 - Present
Synovus January 2014 - Present
Vystar Corporation 2013 - January 2014
FiveFold Capital 2009 - 2012
Commerce Street Capital,LLC 2008 - 2009
Poseidon Capital Investments, LLC 2004 - 2008
Global Capital Finance 2003 - 2004
GMAC Commercial Finance 2001 - 2003
Bank of America 1995 - 2000
Stilllwaters, Inc. 1989 - 1993
Skills
Private Equity, Investment Banking, Structured Finance, Financial Structuring, Mergers, Venture Capital, Valuation, Corporate Finance, Capital Markets, Investments, Financial Modeling, Due Diligence, Equities, Portfolio Management, Financial Analysis, Banking, Private Placements, Restructuring, Leveraged Finance, Project Finance, FINRA Series 62, 63, &..., Finance, Loans, Corporate Development, Mergers & Acquisitions, Management, Strategy, Competitive Analysis, Executive Management, Commercial Real Estate, Commercial Real Estate..., Financial Services, Derivatives, Trading, Credit
Education
Investment Banking Institute
Financial Modeling & Valuation
SNL Center for Financial Education
Bank & Thrift Valuation
Wake Forest University 1993 — 1995
MBA, Business
Wake Forest University School of Business 1993 — 1995
MBA, Finance
Oxford University
European Business Studies
East Carolina University 1984 — 1989
BS, Economics
JH Rose High School
Jay Orr Jay Orr's Commerce Street Capital,LLC Experience June 2011 - Present
Job SVP Bank Capital Group at Commerce Street Capital,LLC
Industry Investment Banking
Experience
Commerce Street Capital,LLC June 2011 - Present
Southwest Financial Alliance 2009 - June 2011
Treaty Oak Bank March 2007 - February 2009
Commercial Capital Bank July 2005 - February 2007
Skills
Mergers & Acquisitions, Investments, Portfolio Management, Finance, Banking, Management, Financial Services, Strategic Planning, Securities, Asset Management, Valuation, Private Equity, Strategy, Equities, Financial Analysis, Mutual Funds, Investment Banking, Customer Service, Credit, Capital Markets
Education
Angelo State University
B.S., Psychology
Commerce Street Capital,LLC June 2011 - Present
Southwest Financial Alliance 2009 - June 2011
Treaty Oak Bank March 2007 - February 2009
Commercial Capital Bank July 2005 - February 2007
Skills
Mergers & Acquisitions, Investments, Portfolio Management, Finance, Banking, Management, Financial Services, Strategic Planning, Securities, Asset Management, Valuation, Private Equity, Strategy, Equities, Financial Analysis, Mutual Funds, Investment Banking, Customer Service, Credit, Capital Markets
Education
Angelo State University
B.S., Psychology
Steve Schioldager Steve Schioldager's Commerce Street Capital,LLC Experience June 2011 - June 2014
Job Retired banker
Industry Management Consulting
Experience
Commerce Street Capital,LLC June 2011 - June 2014
Skills
Private Equity, Valuation, Credit, Investment Banking, Capital Markets, Series 7, Investments, Financial Modeling, Mergers & Acquisitions, Structured Finance
Education
University of California, Los Angeles
University of California, Los Angeles - The Anderson School of Management
UCLA Anderson, MBA
Commerce Street Capital,LLC June 2011 - June 2014
Skills
Private Equity, Valuation, Credit, Investment Banking, Capital Markets, Series 7, Investments, Financial Modeling, Mergers & Acquisitions, Structured Finance
Education
University of California, Los Angeles
University of California, Los Angeles - The Anderson School of Management
UCLA Anderson, MBA
Nathaniel Nicholas Nathaniel Nicholas's Commerce Street Capital,LLC Experience June 2010 - September 2010
Job J.D. Candidate at Harvard Law School
Industry Financial Services
Experience
Monitor Clipper Partners June 2012 - July 2014
JP Morgan June 2011 - August 2011
Commerce Street Capital,LLC June 2010 - September 2010
Federal Reserve Bank of Dallas June 2009 - September 2009
Real Estate Partners May 2008 - September 2008
Dallas Business Journal June 2007 - August 2007
Education
Harvard Law School 2014 — 2017
J.D.
Northwestern University 2008 — 2012
Mathematical Methods in the Social Sciences (MMSS), Economics, Kellogg Financial Economics
St. Mark's School of Texas 1999 — 2008
Monitor Clipper Partners June 2012 - July 2014
JP Morgan June 2011 - August 2011
Commerce Street Capital,LLC June 2010 - September 2010
Federal Reserve Bank of Dallas June 2009 - September 2009
Real Estate Partners May 2008 - September 2008
Dallas Business Journal June 2007 - August 2007
Education
Harvard Law School 2014 — 2017
J.D.
Northwestern University 2008 — 2012
Mathematical Methods in the Social Sciences (MMSS), Economics, Kellogg Financial Economics
St. Mark's School of Texas 1999 — 2008
Muhammad E. Usmani's Commerce Street Capital,LLC Experience June 2013 - Present
Job Senior Fund Accountant at Commerce Street Capital,LLC
Industry Financial Services
Experience
Commerce Street Capital,LLC June 2013 - Present
AIC Community Center September 2011 - December 2014
Fidelity Investments June 2010 - June 2013
AllianceBernstein February 2007 - April 2008
Skills
Analysis, Microsoft Excel, Strategic Planning, Account Reconciliation, Financial Services, Corporate Finance, Microsoft Office, Microsoft Word, Customer Service, Research, Outlook, Teaching, Photoshop, Budgets, Accounting, Linear Programming, MS Project, Access, Fund Accounting, Fund Administration, Visio, Not for Profit, Financial Analysis, Private Equity, Mutual Funds, Finance, Management, Valuation, Financial Reporting, Leadership, Financial Modeling, Process Improvement, Variance Analysis, Capital Markets, Banking, Auditing
Education
Baylor University 2014 — 2016
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor's Degree, Accounting Information System.
Commerce Street Capital,LLC June 2013 - Present
AIC Community Center September 2011 - December 2014
Fidelity Investments June 2010 - June 2013
AllianceBernstein February 2007 - April 2008
Skills
Analysis, Microsoft Excel, Strategic Planning, Account Reconciliation, Financial Services, Corporate Finance, Microsoft Office, Microsoft Word, Customer Service, Research, Outlook, Teaching, Photoshop, Budgets, Accounting, Linear Programming, MS Project, Access, Fund Accounting, Fund Administration, Visio, Not for Profit, Financial Analysis, Private Equity, Mutual Funds, Finance, Management, Valuation, Financial Reporting, Leadership, Financial Modeling, Process Improvement, Variance Analysis, Capital Markets, Banking, Auditing
Education
Baylor University 2014 — 2016
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor's Degree, Accounting Information System.
Sonny Collins Sonny Collins's Commerce Street Capital,LLC Experience April 2013 - Present
Job Managing Director at Commerce Street Capital,LLC Member FINRA/SIPC
Industry Investment Banking
Experience
Commerce Street Capital,LLC April 2013 - Present
Sterling Bank August 2007 - March 2013
Frost Bank January 1995 - August 2007
Education
University of Mississippi 1989 — 1994
Bachelor of Business Administration (BBA), Banking and Finance
Clarksdale High School 1986 — 1989
Commerce Street Capital,LLC April 2013 - Present
Sterling Bank August 2007 - March 2013
Frost Bank January 1995 - August 2007
Education
University of Mississippi 1989 — 1994
Bachelor of Business Administration (BBA), Banking and Finance
Clarksdale High School 1986 — 1989
Derek Cunningham Derek Cunningham's Commerce Street Capital,LLC Experience 2007 - 2013
Job CEO at Elite Crowdfund
Industry Investment Banking
Experience
Elite Crowdfund December 2014 - Present
U.S. Strategic Capital 2013 - Present
Enduring Hearts 2013 - Present
Compass Real Estate Fund III 2013 - Present
Compass Phoenix Fund 2011 - Present
Compass Alpha Fund 2010 - Present
Commerce Street Capital,LLC 2007 - 2013
SAMCO Capital Markets 2005 - 2007
Vector Marketing 2000 - 2004
Skills
Mergers & Acquisitions, Private Equity, Investments, Investment Banking, Venture Capital, Strategy, Banking, Start-ups, Financial Services, Funding, Equities, Mergers, Financial Analysis, Financial Modeling, Capital Markets, Capital, Asset Management, Alternative Investments, Portfolio Management, Finance, Real Estate, Corporate Development, Securities, Corporate Finance, Due Diligence, Valuation, Hedge Funds, Private Placements
Education
University of Georgia - Terry College of Business
BBA, Marketing, Finance
Louisiana State University - The Graduate School of Banking
3 year Graduate Degree Program
FINRA Securities Licenses - 7, 79 & 63.
Greater Atlanta Christian School
High School
Elite Crowdfund December 2014 - Present
U.S. Strategic Capital 2013 - Present
Enduring Hearts 2013 - Present
Compass Real Estate Fund III 2013 - Present
Compass Phoenix Fund 2011 - Present
Compass Alpha Fund 2010 - Present
Commerce Street Capital,LLC 2007 - 2013
SAMCO Capital Markets 2005 - 2007
Vector Marketing 2000 - 2004
Skills
Mergers & Acquisitions, Private Equity, Investments, Investment Banking, Venture Capital, Strategy, Banking, Start-ups, Financial Services, Funding, Equities, Mergers, Financial Analysis, Financial Modeling, Capital Markets, Capital, Asset Management, Alternative Investments, Portfolio Management, Finance, Real Estate, Corporate Development, Securities, Corporate Finance, Due Diligence, Valuation, Hedge Funds, Private Placements
Education
University of Georgia - Terry College of Business
BBA, Marketing, Finance
Louisiana State University - The Graduate School of Banking
3 year Graduate Degree Program
FINRA Securities Licenses - 7, 79 & 63.
Greater Atlanta Christian School
High School
Brian Johnson, CFA's Commerce Street Capital,LLC Experience April 2014 - Present
Job Managing Director at Commerce Street Capital,LLC
Industry Financial Services
Experience
Commerce Street Capital,LLC April 2014 - Present
Commerce Street Capital,LLC January 2011 - March 2014
Lone Star Funds / Hudson Advisors June 2008 - May 2010
Bear Stearns July 2003 - June 2008
Skills
Acquisitions, Capital Markets, Underwriting, Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Investments, Mergers, Asset Managment, Financial Analysis, Portfolio Management, Asset Management, Mergers & Acquisitions, Structured Finance
Education
Bucknell University 1999 — 2003
BS, Mechanical Engineering
Commerce Street Capital,LLC April 2014 - Present
Commerce Street Capital,LLC January 2011 - March 2014
Lone Star Funds / Hudson Advisors June 2008 - May 2010
Bear Stearns July 2003 - June 2008
Skills
Acquisitions, Capital Markets, Underwriting, Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Investments, Mergers, Asset Managment, Financial Analysis, Portfolio Management, Asset Management, Mergers & Acquisitions, Structured Finance
Education
Bucknell University 1999 — 2003
BS, Mechanical Engineering
Casey McCowen Casey McCowen's Commerce Street Capital,LLC Experience August 2008 - April 2012
Job Senior Credit Risk Analyst at Energy Future Holdings
Industry Oil & Energy
Experience
Energy Future Holdings March 2014 - Present
Chaparral Energy, LLC July 2013 - December 2013
LD Entertainment April 2012 - June 2013
Commerce Street Capital,LLC August 2008 - April 2012
Skills
Intex, Valuation, Portfolio Management, Investment Banking, Due Diligence, Credit Analysis, Credit
Education
University of Oklahoma - Price College of Business 2004 — 2008
Bachelor of Business, Finance
Energy Future Holdings March 2014 - Present
Chaparral Energy, LLC July 2013 - December 2013
LD Entertainment April 2012 - June 2013
Commerce Street Capital,LLC August 2008 - April 2012
Skills
Intex, Valuation, Portfolio Management, Investment Banking, Due Diligence, Credit Analysis, Credit
Education
University of Oklahoma - Price College of Business 2004 — 2008
Bachelor of Business, Finance
Preston Simons Preston Simons's Commerce Street Capital,LLC Experience June 2010 - Present
Job Associate at Commerce Street Capital, LLC
Industry Investment Banking
Experience
Commerce Street Capital,LLC June 2010 - Present
First Rate Investment Systems May 2009 - April 2010
Skills
FINRA Series 79, FINRA Series 7, Valuation, FINRA, Capital Markets, Series 7, Mergers, Mergers & Acquisitions, Private Equity, FINRA Series 63, Financial Modeling, Due Diligence, Private Placements, Banking, Hedge Funds, Alternative Investments, Bloomberg, Securities, Equities, Investment Banking
Education
The University of Texas at Austin 2006 — 2010
BS: Mathematics, BBA: Finance-Investment Banking
Jesuit College Preparatory School of Dallas 2002 — 2006
Commerce Street Capital,LLC June 2010 - Present
First Rate Investment Systems May 2009 - April 2010
Skills
FINRA Series 79, FINRA Series 7, Valuation, FINRA, Capital Markets, Series 7, Mergers, Mergers & Acquisitions, Private Equity, FINRA Series 63, Financial Modeling, Due Diligence, Private Placements, Banking, Hedge Funds, Alternative Investments, Bloomberg, Securities, Equities, Investment Banking
Education
The University of Texas at Austin 2006 — 2010
BS: Mathematics, BBA: Finance-Investment Banking
Jesuit College Preparatory School of Dallas 2002 — 2006
R.B. White's Commerce Street Capital,LLC Experience June 2011 - July 2011
Job Associate Analyst at Global Hunter Securities
Industry Investment Banking
Experience
Global Hunter Securities October 2014 - Present
Frost Bank June 2013 - October 2014
UBS Wealth Management June 2012 - June 2012
Commerce Street Capital,LLC June 2011 - July 2011
Skills
Bloomberg, Valuation, Morningstar, Financial Modeling, Finance, Analysis, Investments, Financial Analysis, CRM, Credit, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Corporate Finance and Investment Banking
Global Hunter Securities October 2014 - Present
Frost Bank June 2013 - October 2014
UBS Wealth Management June 2012 - June 2012
Commerce Street Capital,LLC June 2011 - July 2011
Skills
Bloomberg, Valuation, Morningstar, Financial Modeling, Finance, Analysis, Investments, Financial Analysis, CRM, Credit, Corporate Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, Corporate Finance and Investment Banking
Hunt Allred's Commerce Street Capital,LLC Experience February 2011 - June 2011
Job Vollero Beach Capital Partners
Industry Investment Management
Experience
Vollero Beach Capital Partners June 2012 - Present
Commerce Street Capital,LLC February 2011 - June 2011
Commerce Street Capital,LLC August 2009 - February 2011
ORIX Leveraged Finance July 2008 - August 2009
Luther King Capital Management March 2007 - December 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Bachelor of Business Administration, Accounting, Finance
Vollero Beach Capital Partners June 2012 - Present
Commerce Street Capital,LLC February 2011 - June 2011
Commerce Street Capital,LLC August 2009 - February 2011
ORIX Leveraged Finance July 2008 - August 2009
Luther King Capital Management March 2007 - December 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Bachelor of Business Administration, Accounting, Finance
Charles E. Ingram's Commerce Street Capital,LLC Experience 2010 - 2011
Job Managing Director Capital Management and Whole Loan Trading
Industry Capital Markets
Experience
Predictive Path Trading - Capital Management August 2011 - June 2013
Commerce Street Capital,LLC 2010 - 2011
SAMCO Capital Markets, Inc. 2004 - 2008
National Bank of Commerce - Capital Markets Group 2000 - 2004
Morgan Keegan & Company, Inc. 1997 - 2000
Meridian Capital Markets 1992 - 1995
Skills
Risk Management, Trading, Interest Rate Hedging, Hedging, Agency MBS, Correspondent Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Bonds, Bond Pricing, MBS, CMOS, Equities, Equity Trading, Exchange Traded..., Loans, Wholesale Lending, Correspondent Lending, Mortgage Servicing, Non-Conforming, Adjustable Rate Products, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Series 7, Interest Rate Risk..., Rates, Secondary Market, ETFs, Structured Finance, Mutual Funds
Education
University of North Alabama 1982 — 1986
Bachelor of Science, Finance, Economics, Quantitative Management
Predictive Path Trading - Capital Management August 2011 - June 2013
Commerce Street Capital,LLC 2010 - 2011
SAMCO Capital Markets, Inc. 2004 - 2008
National Bank of Commerce - Capital Markets Group 2000 - 2004
Morgan Keegan & Company, Inc. 1997 - 2000
Meridian Capital Markets 1992 - 1995
Skills
Risk Management, Trading, Interest Rate Hedging, Hedging, Agency MBS, Correspondent Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Bonds, Bond Pricing, MBS, CMOS, Equities, Equity Trading, Exchange Traded..., Loans, Wholesale Lending, Correspondent Lending, Mortgage Servicing, Non-Conforming, Adjustable Rate Products, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Series 7, Interest Rate Risk..., Rates, Secondary Market, ETFs, Structured Finance, Mutual Funds
Education
University of North Alabama 1982 — 1986
Bachelor of Science, Finance, Economics, Quantitative Management
James Fremder, CPA's Commerce Street Capital,LLC Experience November 2010 - Present
Job Fund Controller at Commerce Street Capital,LLC Member FINRA/SIPC
Industry Financial Services
Experience
Commerce Street Capital,LLC November 2010 - Present
JP Morgan October 2008 - October 2010
StateTrust June 2002 - September 2008
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Mutual Funds, Private Equity, Team Management, Investments, Leadership, Valuation, Auditing, Accounting, Due Diligence, Financial Analysis
Education
University of Miami - School of Business 2000 — 2002
MBA, Personal Financial Planning
University of Miami - School of Business 2000 — 2002
MST, Taxation
University of Miami - School of Business 1996 — 2000
Bachelor of Business Administration, Accounting
Commerce Street Capital,LLC November 2010 - Present
JP Morgan October 2008 - October 2010
StateTrust June 2002 - September 2008
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Mutual Funds, Private Equity, Team Management, Investments, Leadership, Valuation, Auditing, Accounting, Due Diligence, Financial Analysis
Education
University of Miami - School of Business 2000 — 2002
MBA, Personal Financial Planning
University of Miami - School of Business 2000 — 2002
MST, Taxation
University of Miami - School of Business 1996 — 2000
Bachelor of Business Administration, Accounting
Jeff Vorhees's Commerce Street Capital,LLC Experience March 2008 - February 2011
Job Senior Asset Liability Management Consultant at Catalyst Strategic Solutions
Industry Banking
Experience
Catalyst Strategic Solutions October 2014 - Present
Federal Reserve Bank of Dallas February 2011 - October 2014
Commerce Street Capital,LLC March 2008 - February 2011
Lehman Brothers May 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Due Diligence, Banking, Financial Analysis, Corporate Finance, Strategy, Investment Banking, Portfolio Management, Mergers & Acquisitions, Private Equity, Finance, Credit Analysis, Credit, Credit Risk, Loans, Financial Risk, Commercial Banking, Asset Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Texas Tech University - Rawls College of Business 2003 — 2007
BBA/BA, Finance/Economics
Catalyst Strategic Solutions October 2014 - Present
Federal Reserve Bank of Dallas February 2011 - October 2014
Commerce Street Capital,LLC March 2008 - February 2011
Lehman Brothers May 2006 - August 2006
Skills
Financial Modeling, Capital Markets, Valuation, Investments, Due Diligence, Banking, Financial Analysis, Corporate Finance, Strategy, Investment Banking, Portfolio Management, Mergers & Acquisitions, Private Equity, Finance, Credit Analysis, Credit, Credit Risk, Loans, Financial Risk, Commercial Banking, Asset Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA
Texas Tech University - Rawls College of Business 2003 — 2007
BBA/BA, Finance/Economics
Joe Jennings's Commerce Street Capital,LLC Experience October 2010 - June 2011
Job Partner
Industry Financial Services
Experience
Jordan River Advisors June 2014 - Present
Oppenheimer & Co. December 2012 - December 2013
CRT Capital Group March 2012 - October 2012
Cortview Capital Markets June 2011 - April 2012
Commerce Street Capital,LLC October 2010 - June 2011
Sterne Agee 2007 - 2010
Skills
Asset Management, Valuation, Risk Management, Excel, PowerPoint, Research, Word, Investments, Equities, Portfolio Management, Trading, Financial Analysis, Financial Modeling, Derivatives, ABS, Asset Managment
Education
Mississippi State University 1980 — 1984
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Jordan River Advisors June 2014 - Present
Oppenheimer & Co. December 2012 - December 2013
CRT Capital Group March 2012 - October 2012
Cortview Capital Markets June 2011 - April 2012
Commerce Street Capital,LLC October 2010 - June 2011
Sterne Agee 2007 - 2010
Skills
Asset Management, Valuation, Risk Management, Excel, PowerPoint, Research, Word, Investments, Equities, Portfolio Management, Trading, Financial Analysis, Financial Modeling, Derivatives, ABS, Asset Managment
Education
Mississippi State University 1980 — 1984
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Adam Britten, CPA's Commerce Street Capital,LLC Experience June 2011 - December 2012
Job Manager, Financial Planning & Analysis at BWAY Corporation
Industry Accounting
Experience
BWAY Corporation February 2015 - Present
Montgomery Coscia Greilich LLP October 2013 - February 2015
Montgomery Coscia Greilich LLP January 2013 - September 2013
Commerce Street Capital,LLC June 2011 - December 2012
CF & Co, LLP September 2009 - May 2011
Deloitte & Touche LLP 2008 - 2008
Skills
Financial Analysis, GAAP, Accounting, Sarbanes-Oxley Act, Financial Modeling, Auditing, Financial Accounting, US GAAP
Education
Texas Tech University - Rawls College of Business 2005 — 2009
MSA, Accounting
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
BWAY Corporation February 2015 - Present
Montgomery Coscia Greilich LLP October 2013 - February 2015
Montgomery Coscia Greilich LLP January 2013 - September 2013
Commerce Street Capital,LLC June 2011 - December 2012
CF & Co, LLP September 2009 - May 2011
Deloitte & Touche LLP 2008 - 2008
Skills
Financial Analysis, GAAP, Accounting, Sarbanes-Oxley Act, Financial Modeling, Auditing, Financial Accounting, US GAAP
Education
Texas Tech University - Rawls College of Business 2005 — 2009
MSA, Accounting
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Anthony Beggio's Commerce Street Capital,LLC Experience March 2003 - February 2008
Job PresidentBeggio De Novo Capital
Industry Investment Banking
Experience
Beggio De Novo Capital December 2013 - Present
Revere Securities Corp. June 2012 - November 2013
Insight Productions, Inc December 2011 - June 2012
Visionamics, Inc May 2011 - September 2011
Beggio De Novo Capital February 2008 - May 2011
Commerce Street Capital,LLC March 2003 - February 2008
Skills
Investment Banking, Sales, Small Group..., Trading Systems, Investment Advisory, Hedge Funds, Equity Trading, Series 7, Capital Markets, Alternative Investments, Medical Marijuana
Education
Florida State University - College of Business 1989 — 1993
Bachelor of Science (BS), Marketing-Purchasing & Material Management
Bishop Moore High School
Beggio De Novo Capital December 2013 - Present
Revere Securities Corp. June 2012 - November 2013
Insight Productions, Inc December 2011 - June 2012
Visionamics, Inc May 2011 - September 2011
Beggio De Novo Capital February 2008 - May 2011
Commerce Street Capital,LLC March 2003 - February 2008
Skills
Investment Banking, Sales, Small Group..., Trading Systems, Investment Advisory, Hedge Funds, Equity Trading, Series 7, Capital Markets, Alternative Investments, Medical Marijuana
Education
Florida State University - College of Business 1989 — 1993
Bachelor of Science (BS), Marketing-Purchasing & Material Management
Bishop Moore High School
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial