Cougar Investment Fund, LLC
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Cougar Investment Fund, LLC Employees
Employee
Years
Job
Industry
Yuvarani Loganathan Yuvarani Loganathan's Cougar Investment Fund, LLC Experience June 2014 - December 2014
Job Product Manager at Apto
Industry Higher Education
Experience
Apto June 2014 - Present
Cougar Investment Fund, LLC June 2014 - December 2014
Cougar Investment Fund, LLC August 2013 - August 2014
University of Houston August 2012 - August 2014
SnapStream Media May 2013 - August 2013
Infinera India Pvt Ltd November 2009 - June 2012
Wipro Technologies October 2005 - October 2009
Skills
C++, SONET, SDH, OTN, SSH, RADIUS, SNMP, TL1, DWDM, Eclipse, Cross-functional..., Perforce, ClearCase, QNX, Element Management..., C, Data Structures, Perl, RTOS, Leadership, Software Engineering, Analysis, Data Analysis, Market Research, Program Management, Telecommunications, Managerial Finance, Statistical Modeling, Financial Accounting, Capital Budgeting, Statistical Data..., Salesforce.com, NMS/EMS, Organizational Behavior, Open Source Integration, Web Content Management, FACPS, OADM, Management, Integration, Testing
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Kongu Engineering College 2001 — 2005
Bachelor of Technology, Information Technology
Apto June 2014 - Present
Cougar Investment Fund, LLC June 2014 - December 2014
Cougar Investment Fund, LLC August 2013 - August 2014
University of Houston August 2012 - August 2014
SnapStream Media May 2013 - August 2013
Infinera India Pvt Ltd November 2009 - June 2012
Wipro Technologies October 2005 - October 2009
Skills
C++, SONET, SDH, OTN, SSH, RADIUS, SNMP, TL1, DWDM, Eclipse, Cross-functional..., Perforce, ClearCase, QNX, Element Management..., C, Data Structures, Perl, RTOS, Leadership, Software Engineering, Analysis, Data Analysis, Market Research, Program Management, Telecommunications, Managerial Finance, Statistical Modeling, Financial Accounting, Capital Budgeting, Statistical Data..., Salesforce.com, NMS/EMS, Organizational Behavior, Open Source Integration, Web Content Management, FACPS, OADM, Management, Integration, Testing
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Kongu Engineering College 2001 — 2005
Bachelor of Technology, Information Technology
Davison Nutt Davison Nutt's Cougar Investment Fund, LLC Experience January 2012 - August 2012
Job Director of Key Accounts at Moody Securities
Industry Real Estate
Experience
Moody Securities April 2013 - Present
Moody Securities March 2008 - Present
Cougar Investment Fund, LLC January 2012 - August 2012
Cougar Investment Fund, LLC August 2011 - August 2012
Wachovia Securities January 2007 - December 2007
Skills
Budgets, Mortgage Lending, Financial Analysis, Investments, Customer Service, Valuation, Portfolio Management, Mutual Funds, Asset Management, Series 7, Asset Managment, Real Estate, Due Diligence, Financial Modeling, Finance, Management, Marketing, Securities, Series 63, Loans, Sales, Investment Properties, Alternative Investments, Real Estate Transactions, Insurance, Brokerage, Property Management, Real Estate Economics, Reasoning Skills, Logical Thinker
Education
Texas A&M University
Bachelor of Science
University of Houston 2010 — 2013
Masters of Business Administration, Finance, 3.9 GPA
Moody Securities April 2013 - Present
Moody Securities March 2008 - Present
Cougar Investment Fund, LLC January 2012 - August 2012
Cougar Investment Fund, LLC August 2011 - August 2012
Wachovia Securities January 2007 - December 2007
Skills
Budgets, Mortgage Lending, Financial Analysis, Investments, Customer Service, Valuation, Portfolio Management, Mutual Funds, Asset Management, Series 7, Asset Managment, Real Estate, Due Diligence, Financial Modeling, Finance, Management, Marketing, Securities, Series 63, Loans, Sales, Investment Properties, Alternative Investments, Real Estate Transactions, Insurance, Brokerage, Property Management, Real Estate Economics, Reasoning Skills, Logical Thinker
Education
Texas A&M University
Bachelor of Science
University of Houston 2010 — 2013
Masters of Business Administration, Finance, 3.9 GPA
Gerardo Mejia, MBA, ERP Gerardo Mejia, MBA, ERP's Cougar Investment Fund, LLC Experience August 2013 - August 2014
Job Energy Software Consultant
Industry Computer Software
Experience
NewSun Solutions March 2014 - Present
SunGard Consulting Services July 2014 - April 2015
Cougar Investment Fund LLC August 2013 - August 2014
Galleon Embedded Computing LLC February 2013 - June 2014
OpenLink Financial 2009 - 2013
VMETRO 2008 - 2008
Schlumberger 2007 - 2008
Education
University of Houston 2012 — 2014
Master of Business Administration (MBA)
University of Houston-Clear Lake 2009 — 2012
Masters of Science, Software Engineering
University of Houston 2005 — 2008
Bachelor of Science (B.S.), Computer Engineering Technology
NewSun Solutions March 2014 - Present
SunGard Consulting Services July 2014 - April 2015
Cougar Investment Fund LLC August 2013 - August 2014
Galleon Embedded Computing LLC February 2013 - June 2014
OpenLink Financial 2009 - 2013
VMETRO 2008 - 2008
Schlumberger 2007 - 2008
Education
University of Houston 2012 — 2014
Master of Business Administration (MBA)
University of Houston-Clear Lake 2009 — 2012
Masters of Science, Software Engineering
University of Houston 2005 — 2008
Bachelor of Science (B.S.), Computer Engineering Technology
Ryan Schurdell Ryan Schurdell's Cougar Investment Fund, LLC Experience August 2013 - August 2014
Job Senior Valuation Analyst at EY
Industry Chemicals
Experience
EY July 2014 - Present
Cougar Investment Fund, LLC August 2013 - August 2014
LyondellBasell May 2011 - July 2014
Amegy Bank November 2010 - April 2011
Skills
Accounting, GAAP, SAP, Streamlining Work..., Process Analyis, Project Lead, Process Implementation, Microsoft Office, Financial Analysis, Financial Statement..., Financial Reporting, Internal Controls, Account Reconciliation, Hyperion HFM
Education
University of Houston 2012 — 2014
Master of Business Administration (M.B.A.), 3.94
Texas Tech University - Rawls College of Business 2006 — 2008
Bachelor's Degree, Accounting, 3.60
EY July 2014 - Present
Cougar Investment Fund, LLC August 2013 - August 2014
LyondellBasell May 2011 - July 2014
Amegy Bank November 2010 - April 2011
Skills
Accounting, GAAP, SAP, Streamlining Work..., Process Analyis, Project Lead, Process Implementation, Microsoft Office, Financial Analysis, Financial Statement..., Financial Reporting, Internal Controls, Account Reconciliation, Hyperion HFM
Education
University of Houston 2012 — 2014
Master of Business Administration (M.B.A.), 3.94
Texas Tech University - Rawls College of Business 2006 — 2008
Bachelor's Degree, Accounting, 3.60
Kyle Vandivort Kyle Vandivort's Cougar Investment Fund, LLC Experience July 2014 - Present
Job Security Analyst at Cougar Investment Fund, LLC
Industry Oil & Energy
Experience
Cougar Investment Fund, LLC July 2014 - Present
University of Houston August 2014 - Present
XTO Energy May 2014 - July 2014
Vandivort Motor Cars December 2011 - August 2013
Texas A&M University October 2009 - December 2011
Skills
Notary Public, Proofreading, Microsoft Excel, Sales, Marketing, Financial Analysis
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA) Candidate, Finance, General
Texas A&M University 2008 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Cougar Investment Fund, LLC July 2014 - Present
University of Houston August 2014 - Present
XTO Energy May 2014 - July 2014
Vandivort Motor Cars December 2011 - August 2013
Texas A&M University October 2009 - December 2011
Skills
Notary Public, Proofreading, Microsoft Excel, Sales, Marketing, Financial Analysis
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA) Candidate, Finance, General
Texas A&M University 2008 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Akriti Anand Akriti Anand's Cougar Investment Fund, LLC Experience August 2015 - Present
Job Analyst, SmallMid Cap Growth at Cougar Investment Fund LLC
Industry Information Technology and Services
Experience
Cougar Investment Fund LLC August 2015 - Present
University of Houston, C.T. Bauer College of Business February 2015 - Present
Global Talent Track June 2012 - July 2013
Motorola Solutions October 2008 - March 2011
Skills
Team Management, Business Development, Business Strategy, Market Research, Competitive Analysis, Product Development, Brand Management, Marketing Communications, Analytics, Product Management, CRM, Sales Management, Vendor Management, Software Project..., Requirements Gathering, Management Consulting, Management, Product Marketing, Project Management, Strategy
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Great Lakes Institute of Management 2011 — 2012
Master of Business Administration (M.B.A.), Marketing
Manipal Institute of Technology 2004 — 2008
Bachelor of Engineering, Computer Science and Engineering
Cougar Investment Fund LLC August 2015 - Present
University of Houston, C.T. Bauer College of Business February 2015 - Present
Global Talent Track June 2012 - July 2013
Motorola Solutions October 2008 - March 2011
Skills
Team Management, Business Development, Business Strategy, Market Research, Competitive Analysis, Product Development, Brand Management, Marketing Communications, Analytics, Product Management, CRM, Sales Management, Vendor Management, Software Project..., Requirements Gathering, Management Consulting, Management, Product Marketing, Project Management, Strategy
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Great Lakes Institute of Management 2011 — 2012
Master of Business Administration (M.B.A.), Marketing
Manipal Institute of Technology 2004 — 2008
Bachelor of Engineering, Computer Science and Engineering
Maria Asher Maria Asher's Cougar Investment Fund, LLC Experience September 2010 - December 2011
Job Portfolio Manager/Research Analyst at Woodway Financial Advisors
Industry Investment Management
Experience
Woodway Financial Advisors July 2014 - Present
Cardinal Health December 2013 - June 2014
Cougar Investment Fund, LLC September 2010 - December 2011
Skills
Financial Analysis, Portfolio Management, Equities, Investments, Valuation, Trading, Financial Modeling, DCF, Equity Research, Asset Management, Analysis, Mutual Funds, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg, Securities, Capital Markets
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Finance, 4.0
Institute of Business Administration 2004 — 2008
BBA, Finance & MIS, 3.86
Woodway Financial Advisors July 2014 - Present
Cardinal Health December 2013 - June 2014
Cougar Investment Fund, LLC September 2010 - December 2011
Skills
Financial Analysis, Portfolio Management, Equities, Investments, Valuation, Trading, Financial Modeling, DCF, Equity Research, Asset Management, Analysis, Mutual Funds, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg, Securities, Capital Markets
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Finance, 4.0
Institute of Business Administration 2004 — 2008
BBA, Finance & MIS, 3.86
Reagan Cliff Meyer Reagan Cliff Meyer's Cougar Investment Fund, LLC Experience August 2015 - Present
Job Analyst, LargeMid Cap Value at Cougar Investment Fund LLC
Industry Oil & Energy
Experience
Cougar Investment Fund LLC August 2015 - Present
University of Houston May 2014 - Present
BG Group June 2015 - August 2015
US Army June 2013 - May 2014
US Army July 2011 - June 2013
US Army October 2009 - July 2011
Oilfield Professional Products May 2006 - September 2006
Skills
Intelligence Analysis, Operational Planning, HUMINT, Operations Management, Military Operations, Counterterrorism, Counterintelligence, Critical Thinking, Cross-functional Team..., Multitasking Skills, Leadership Development, Operational Risk..., Team Building, Stress Management, Security Clearance, Military Experience, Command, Force Protection, Weapons, Top Secret, Leadership, Project Management, Project Planning, Research, Communication Skills, Outstanding..., Training, Logistics, Human Resources, Organizational..., Supply Chain Management, Contingency Planning, Coaching, Briefing, Logistics Management, Microsoft Office, Microsoft Excel, Management, PowerPoint, Communication
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Stephen F. Austin State University 2005 — 2008
Bachelor of Arts (B.A.), History
Cougar Investment Fund LLC August 2015 - Present
University of Houston May 2014 - Present
BG Group June 2015 - August 2015
US Army June 2013 - May 2014
US Army July 2011 - June 2013
US Army October 2009 - July 2011
Oilfield Professional Products May 2006 - September 2006
Skills
Intelligence Analysis, Operational Planning, HUMINT, Operations Management, Military Operations, Counterterrorism, Counterintelligence, Critical Thinking, Cross-functional Team..., Multitasking Skills, Leadership Development, Operational Risk..., Team Building, Stress Management, Security Clearance, Military Experience, Command, Force Protection, Weapons, Top Secret, Leadership, Project Management, Project Planning, Research, Communication Skills, Outstanding..., Training, Logistics, Human Resources, Organizational..., Supply Chain Management, Contingency Planning, Coaching, Briefing, Logistics Management, Microsoft Office, Microsoft Excel, Management, PowerPoint, Communication
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Stephen F. Austin State University 2005 — 2008
Bachelor of Arts (B.A.), History
Guilherme Pace Guilherme Pace's Cougar Investment Fund, LLC Experience August 2013 - December 2014
Job Oil, Gas & Energy Finance Professional | Investor Relations | FP&A | Strategy
Industry Oil & Energy
Experience
Ensco plc December 2014 - Present
Cougar Investment Fund, LLC August 2013 - December 2014
MTI Incorporated November 2011 - December 2014
Tramontina USA January 2010 - November 2011
MTI Incorporated May 2009 - December 2009
DHL June 2006 - January 2009
Skills
Leadership, Investor Relations, Financial Analysis, Equity Valuation, Forecasting, DCF Valuation, Microsoft Excel, Bloomberg Software, ThomsonOne, Capital IQ, Supply Chain, Procurement, Logistics, Business Development, Supply Chain Management, Business Analysis, Strategic Planning, SAP, Six Sigma, Process Improvement, Analysis, Negotiation, Strategic Sourcing, Management, Finance, International Business, PowerPoint, Business Strategy
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.88
Pontifícia Universidade Católica de Campinas 2004 — 2007
Bachelor of Business Administration (BBA), International Business
Ensco plc December 2014 - Present
Cougar Investment Fund, LLC August 2013 - December 2014
MTI Incorporated November 2011 - December 2014
Tramontina USA January 2010 - November 2011
MTI Incorporated May 2009 - December 2009
DHL June 2006 - January 2009
Skills
Leadership, Investor Relations, Financial Analysis, Equity Valuation, Forecasting, DCF Valuation, Microsoft Excel, Bloomberg Software, ThomsonOne, Capital IQ, Supply Chain, Procurement, Logistics, Business Development, Supply Chain Management, Business Analysis, Strategic Planning, SAP, Six Sigma, Process Improvement, Analysis, Negotiation, Strategic Sourcing, Management, Finance, International Business, PowerPoint, Business Strategy
Education
University of Houston 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.88
Pontifícia Universidade Católica de Campinas 2004 — 2007
Bachelor of Business Administration (BBA), International Business
Martin Gardner, MBA Martin Gardner, MBA's Cougar Investment Fund, LLC Experience June 2013 - January 2014
Job Controller NAM Inventory Planning and Management
Industry Accounting
Experience
Cameron - Surface Systems October 2014 - Present
Cameron August 2013 - October 2014
Cougar Investment Fund, LLC June 2013 - January 2014
Cameron June 2013 - August 2013
Travelers June 2012 - August 2012
US Army December 2001 - October 2003
US Army January 2000 - December 2001
Skills
Accounting, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Corporate Finance, PowerPoint, Investments, Access, Team Building, Strategic Financial..., Financial Planning, Excel, Project Finance, Investment Management, Internal Audit, Project Management, Project Planning, Process Improvement, Lean Six Sigma, Process Implementation, SAP, Data Migration, Data Mining, DMAIC, Business Intelligence..., Hyperion Financial..., Visio, Minitab, Analysis, Leadership, Microsoft Office, Forecasting, Strategic Planning, Auditing, Team Leadership, Research, Logistics, Budgets, Oil & Gas, Supply Chain Management, Sarbanes-Oxley Act, Inventory Management, Financial Reporting, Portfolio Management
Education
University of Houston 2012 — 2014
Master of Business Administration (MBA), Investments and Securities, 3.7/4.0
University of Houston 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.7/4.0
Cameron - Surface Systems October 2014 - Present
Cameron August 2013 - October 2014
Cougar Investment Fund, LLC June 2013 - January 2014
Cameron June 2013 - August 2013
Travelers June 2012 - August 2012
US Army December 2001 - October 2003
US Army January 2000 - December 2001
Skills
Accounting, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Corporate Finance, PowerPoint, Investments, Access, Team Building, Strategic Financial..., Financial Planning, Excel, Project Finance, Investment Management, Internal Audit, Project Management, Project Planning, Process Improvement, Lean Six Sigma, Process Implementation, SAP, Data Migration, Data Mining, DMAIC, Business Intelligence..., Hyperion Financial..., Visio, Minitab, Analysis, Leadership, Microsoft Office, Forecasting, Strategic Planning, Auditing, Team Leadership, Research, Logistics, Budgets, Oil & Gas, Supply Chain Management, Sarbanes-Oxley Act, Inventory Management, Financial Reporting, Portfolio Management
Education
University of Houston 2012 — 2014
Master of Business Administration (MBA), Investments and Securities, 3.7/4.0
University of Houston 2010 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.7/4.0
Ed Goodwin, CFA Ed Goodwin, CFA's Cougar Investment Fund, LLC Experience August 2004 - August 2005
Job Director of Finance Financial Planning and Analysis at Frank's International
Industry Oil & Energy
Experience
Frank's International May 2015 - Present
Sun Coast Resources, Inc. January 2013 - May 2015
Coltwood Capital April 2010 - March 2013
Cooper Industries December 2005 - April 2010
AIM Investments May 2005 - September 2005
Cougar Investment Fund, LLC August 2004 - August 2005
Diversified Insurance Facilities February 2002 - May 2005
FundsXpress 2000 - 2000
Skills
Valuation, Portfolio Management, Finance, Analysis, Mergers & Acquisitions, Investments, Hedge Funds, Strategy, Equities, Capital Markets, Risk Management, Mutual Funds, Corporate FP&A, P&L Analysis, SG&A, Financial Analysis, Project Management, Insurance, Management, Forecasting, Financial Modeling, Corporate Finance, Due Diligence, Budgets, Business Development
Education
University of Houston 2004 — 2006
MBA, Finance, Accounting
Texas A&M University 1994 — 1998
BA, Business Analysis
Frank's International May 2015 - Present
Sun Coast Resources, Inc. January 2013 - May 2015
Coltwood Capital April 2010 - March 2013
Cooper Industries December 2005 - April 2010
AIM Investments May 2005 - September 2005
Cougar Investment Fund, LLC August 2004 - August 2005
Diversified Insurance Facilities February 2002 - May 2005
FundsXpress 2000 - 2000
Skills
Valuation, Portfolio Management, Finance, Analysis, Mergers & Acquisitions, Investments, Hedge Funds, Strategy, Equities, Capital Markets, Risk Management, Mutual Funds, Corporate FP&A, P&L Analysis, SG&A, Financial Analysis, Project Management, Insurance, Management, Forecasting, Financial Modeling, Corporate Finance, Due Diligence, Budgets, Business Development
Education
University of Houston 2004 — 2006
MBA, Finance, Accounting
Texas A&M University 1994 — 1998
BA, Business Analysis
Jeffrey Detwiler, CFA Jeffrey Detwiler, CFA's Cougar Investment Fund, LLC Experience August 2006 - December 2007
Job Portfolio Manager
Industry Financial Services
Experience
Garcia Hamilton & Associates 2007 - Present
Cougar Investment Fund, LLC August 2006 - December 2007
INVESCO 2001 - 2007
Skills
Portfolio Management, Equities, Fixed Income, Investment Management
Education
University of Houston 2005 — 2007
Graduate Certificate, Financial Services Management
University of Houston, C.T. Bauer College of Business 2005 — 2007
MSc, Finance
University of South Florida 1997 — 2000
BSc, Finance
Garcia Hamilton & Associates 2007 - Present
Cougar Investment Fund, LLC August 2006 - December 2007
INVESCO 2001 - 2007
Skills
Portfolio Management, Equities, Fixed Income, Investment Management
Education
University of Houston 2005 — 2007
Graduate Certificate, Financial Services Management
University of Houston, C.T. Bauer College of Business 2005 — 2007
MSc, Finance
University of South Florida 1997 — 2000
BSc, Finance
Justin Ramirez Justin Ramirez's Cougar Investment Fund, LLC Experience August 2013 - December 2013
Job Sr. Financial Analyst at Trimac Transportation
Industry Financial Services
Experience
Trimac Transportation April 2015 - Present
Stratas Advisors April 2014 - March 2015
Waller Marine, Inc. July 2010 - April 2014
Cougar Investment Fund, LLC August 2013 - December 2013
Cougar Investment Fund, LLC August 2012 - August 2013
Skills
Analysis, Financial Modeling, Financial Analysis, Budgets, Project Management, Excel, Access, Microsoft Word, Risk Management, Bloomberg Terminal, @Risk, Forecasting Models, CapitalIQ, AutoCAD, Project Planning, Strategic Planning, Process Improvement, Bloomberg, Microsoft Office, Oracle Reports
Education
University of Houston 2011 — 2013
Master of Science, Finance
Texas A&M University College 2007 — 2010
Bachelor of Science, Economics
Independent Studies - Coursera
Music
Trimac Transportation April 2015 - Present
Stratas Advisors April 2014 - March 2015
Waller Marine, Inc. July 2010 - April 2014
Cougar Investment Fund, LLC August 2013 - December 2013
Cougar Investment Fund, LLC August 2012 - August 2013
Skills
Analysis, Financial Modeling, Financial Analysis, Budgets, Project Management, Excel, Access, Microsoft Word, Risk Management, Bloomberg Terminal, @Risk, Forecasting Models, CapitalIQ, AutoCAD, Project Planning, Strategic Planning, Process Improvement, Bloomberg, Microsoft Office, Oracle Reports
Education
University of Houston 2011 — 2013
Master of Science, Finance
Texas A&M University College 2007 — 2010
Bachelor of Science, Economics
Independent Studies - Coursera
Music
Jason Gay Jason Gay's Cougar Investment Fund, LLC Experience August 2011 - August 2012
Job Deputy Fremont County and Prosecuting Attorney
Industry Military
Experience
Fremont County Attorney May 2015 - Present
Wyoming Liberty Group June 2013 - April 2015
The FYX, Inc. October 2011 - December 2014
Self Employed August 2011 - June 2013
Cougar Investment Fund, LLC August 2011 - August 2012
U.S. Immigration and Customs Enforcement (ICE) January 2011 - March 2011
Harris County District Attorney May 2010 - June 2010
Exterran September 2008 - August 2009
US Army December 2001 - September 2008
Jensen R&D Corporation October 1997 - December 2001
Skills
Leadership, Management, Budgets, Analysis, Microsoft Office, Start-ups, Operations Management, Financial Modeling, Research, Training, Financial Analysis, Leadership Development, Risk Management, Strategic Planning, Microsoft Excel, Process Improvement, Contract Negotiation, Team Building, Business Planning, Project Management, Team Leadership, Forecasting, Public Policy, Portfolio Management, Financial Management..., Logistics Management, Board Relations, Cross-functional Team..., Multi-Cultural Team..., Global Cross-Functional..., Collaborative Leadership, Contract Law, Management Consulting, Strategic Consulting, Consulting, Contract Management, Public Speaking, Public Relations, Writing, Legal Writing, Organizational Structure, Organizational..., Training & Development, Military Training, Planning
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
MS, Finance
University of Houston Law Center 2009 — 2012
Doctor of Jurisprudence, Law
The University of Texas at Arlington - College of Business Administration 2006 — 2007
MBA, Business
The University of Texas at Arlington 1997 — 2001
BS, Mathematics
Fremont County Attorney May 2015 - Present
Wyoming Liberty Group June 2013 - April 2015
The FYX, Inc. October 2011 - December 2014
Self Employed August 2011 - June 2013
Cougar Investment Fund, LLC August 2011 - August 2012
U.S. Immigration and Customs Enforcement (ICE) January 2011 - March 2011
Harris County District Attorney May 2010 - June 2010
Exterran September 2008 - August 2009
US Army December 2001 - September 2008
Jensen R&D Corporation October 1997 - December 2001
Skills
Leadership, Management, Budgets, Analysis, Microsoft Office, Start-ups, Operations Management, Financial Modeling, Research, Training, Financial Analysis, Leadership Development, Risk Management, Strategic Planning, Microsoft Excel, Process Improvement, Contract Negotiation, Team Building, Business Planning, Project Management, Team Leadership, Forecasting, Public Policy, Portfolio Management, Financial Management..., Logistics Management, Board Relations, Cross-functional Team..., Multi-Cultural Team..., Global Cross-Functional..., Collaborative Leadership, Contract Law, Management Consulting, Strategic Consulting, Consulting, Contract Management, Public Speaking, Public Relations, Writing, Legal Writing, Organizational Structure, Organizational..., Training & Development, Military Training, Planning
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
MS, Finance
University of Houston Law Center 2009 — 2012
Doctor of Jurisprudence, Law
The University of Texas at Arlington - College of Business Administration 2006 — 2007
MBA, Business
The University of Texas at Arlington 1997 — 2001
BS, Mathematics
James Engelbrecht James Engelbrecht's Cougar Investment Fund, LLC Experience August 2004 - December 2005
Job Senior Portfolio Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass March 2015 - Present
Paul Comstock Partners August 2009 - March 2015
Woodway Financial Advisors September 2007 - January 2009
JP Morgan August 2004 - May 2006
Cougar Investment Fund, LLC August 2004 - December 2005
Merrill Lynch & Co. August 2002 - March 2004
US Army May 1997 - May 2002
Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2003 — 2005
Graduate Certificate, Financial Services Management
United States Military Academy at West Point 1993 — 1997
BS, American Legal System and Systems Engineering
McCullough 1988 — 1992
BBVA Compass March 2015 - Present
Paul Comstock Partners August 2009 - March 2015
Woodway Financial Advisors September 2007 - January 2009
JP Morgan August 2004 - May 2006
Cougar Investment Fund, LLC August 2004 - December 2005
Merrill Lynch & Co. August 2002 - March 2004
US Army May 1997 - May 2002
Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2003 — 2005
Graduate Certificate, Financial Services Management
United States Military Academy at West Point 1993 — 1997
BS, American Legal System and Systems Engineering
McCullough 1988 — 1992
Andy Lewis Andy Lewis's Cougar Investment Fund, LLC Experience January 2009 - September 2010
Job Investment Management Professional experienced in equity research/analysis and trading
Industry Financial Services
Experience
Leapforce July 2015 - Present
Lewis Asset Management October 2010 - May 2015
Maverick Trading December 2012 - January 2014
Cougar Investment Fund, LLC January 2009 - September 2010
Morgan Stanley Smith Barney January 2000 - April 2007
Wells Fargo Advisors January 1999 - January 2000
Skills
Equities, Portfolio Management, Options, Trading, Valuation, Investment Strategies, Risk Management, Hedging, Equity Trading, Analysis, Asset Management, Investments, Investment Management, Equity Research, Financial Markets, Securities, Asset Allocation, Financial Analysis, Strategy, ETFs, Bloomberg
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Certificate in Financial Services Management
Texas State University 1994 — 1998
Bachelor of Business Administration, Marketing
Leapforce July 2015 - Present
Lewis Asset Management October 2010 - May 2015
Maverick Trading December 2012 - January 2014
Cougar Investment Fund, LLC January 2009 - September 2010
Morgan Stanley Smith Barney January 2000 - April 2007
Wells Fargo Advisors January 1999 - January 2000
Skills
Equities, Portfolio Management, Options, Trading, Valuation, Investment Strategies, Risk Management, Hedging, Equity Trading, Analysis, Asset Management, Investments, Investment Management, Equity Research, Financial Markets, Securities, Asset Allocation, Financial Analysis, Strategy, ETFs, Bloomberg
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Certificate in Financial Services Management
Texas State University 1994 — 1998
Bachelor of Business Administration, Marketing
Joe Ceasar Joe Ceasar's Cougar Investment Fund, LLC Experience August 2008 - December 2009
Job Minister at O'Quinn St. Church of Christ
Industry Religious Institutions
Experience
Investors of the Kingdom May 2015 - Present
Legacy Institute for Financial Education October 2014 - Present
O'Quinn St. Church of Christ October 2014 - Present
CAZ Investments L.P. October 2012 - June 2015
CAZ Investments L.P. September 2011 - October 2012
Inroads Capital Management LLC (a joint venture of CAZ Investments) February 2010 - September 2011
CAZ Investments L.P. June 2007 - February 2010
Cougar Investment Fund, LLC August 2008 - December 2009
Lennar March 2006 - June 2007
J.P. Morgan Chase April 2005 - March 2006
Skills
Portfolio Management, Equity Valuation, Hedge Funds, Equities, Investments, Options, Securities, Asset Management, Asset Managment, Finance, Private Equity, Leadership, Mutual Funds, Risk Management, Analysis, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Asset Allocation, Equity Research, Financial Services, Investment Management, Wealth Management, Capital Markets, Investment Strategies, Corporate Finance, Bloomberg, Alternative Investments, Bonds, Series 63, Series 7
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
M.B.A., Finance
United States Military Academy at West Point 1997 — 2001
B.S., Political Science
Eisenhower High School 1993 — 1997
Diploma
Investors of the Kingdom May 2015 - Present
Legacy Institute for Financial Education October 2014 - Present
O'Quinn St. Church of Christ October 2014 - Present
CAZ Investments L.P. October 2012 - June 2015
CAZ Investments L.P. September 2011 - October 2012
Inroads Capital Management LLC (a joint venture of CAZ Investments) February 2010 - September 2011
CAZ Investments L.P. June 2007 - February 2010
Cougar Investment Fund, LLC August 2008 - December 2009
Lennar March 2006 - June 2007
J.P. Morgan Chase April 2005 - March 2006
Skills
Portfolio Management, Equity Valuation, Hedge Funds, Equities, Investments, Options, Securities, Asset Management, Asset Managment, Finance, Private Equity, Leadership, Mutual Funds, Risk Management, Analysis, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Asset Allocation, Equity Research, Financial Services, Investment Management, Wealth Management, Capital Markets, Investment Strategies, Corporate Finance, Bloomberg, Alternative Investments, Bonds, Series 63, Series 7
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
M.B.A., Finance
United States Military Academy at West Point 1997 — 2001
B.S., Political Science
Eisenhower High School 1993 — 1997
Diploma
Nelly Lopez Nelly Lopez's Cougar Investment Fund, LLC Experience August 2014 - August 2015
Job Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil August 2015 - Present
University of Houston August 2013 - Present
Cougar Investment Fund LLC August 2014 - August 2015
Direct Energy June 2014 - August 2014
University of Houston February 2014 - May 2014
Wells Fargo Home Mortgage August 2012 - August 2013
Wells Fargo Bank June 2010 - August 2012
Skills
Banking, Customer Service, Access, Microsoft Excel, Outlook, Lines Of Credit, Financial Accounting, Home Equity, Small Business Lending, Management, Consumer Lending, Microsoft Office, Home Equity Lines of..., Sales Management, Recruiting, Commercial Lending, Loans, Commercial Banking, Credit, Personal Banking, Mortgage Banking, Commercial Mortgages, Financial Analysis, Mergers & Acquisitions, Finance, Investments, PowerPoint, Financial Risk, Leadership
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance, Graduate Level
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Corporate Finance, and Accounting
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2008 — 2008
Accounting, Accounting
ExxonMobil August 2015 - Present
University of Houston August 2013 - Present
Cougar Investment Fund LLC August 2014 - August 2015
Direct Energy June 2014 - August 2014
University of Houston February 2014 - May 2014
Wells Fargo Home Mortgage August 2012 - August 2013
Wells Fargo Bank June 2010 - August 2012
Skills
Banking, Customer Service, Access, Microsoft Excel, Outlook, Lines Of Credit, Financial Accounting, Home Equity, Small Business Lending, Management, Consumer Lending, Microsoft Office, Home Equity Lines of..., Sales Management, Recruiting, Commercial Lending, Loans, Commercial Banking, Credit, Personal Banking, Mortgage Banking, Commercial Mortgages, Financial Analysis, Mergers & Acquisitions, Finance, Investments, PowerPoint, Financial Risk, Leadership
Education
University of Houston 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance, Graduate Level
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Corporate Finance, and Accounting
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2008 — 2008
Accounting, Accounting
Lenny Bianco Lenny Bianco's Cougar Investment Fund, LLC Experience August 2009 - December 2010
Job Vice President at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities December 2012 - Present
Raymond James & Associates, Inc July 2011 - December 2012
Pritchard Capital Partners April 2010 - July 2011
Cougar Investment Fund, LLC August 2009 - December 2010
Civil / Structural Engineering January 2007 - September 2009
Skills
Investment Strategies, Business Valuation, Venture Capital, Investment Advisory, Investment Management, Financial Markets, Bonds, Economics, Options, Business Strategy, Strategy, Engineering, FINRA, Business Development, Team Management
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Master of Business Administration, Graduate Certificate in Financial Services Management, Dean's Award for Academic Excellence
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Civil Engineering
Wunderlich Securities December 2012 - Present
Raymond James & Associates, Inc July 2011 - December 2012
Pritchard Capital Partners April 2010 - July 2011
Cougar Investment Fund, LLC August 2009 - December 2010
Civil / Structural Engineering January 2007 - September 2009
Skills
Investment Strategies, Business Valuation, Venture Capital, Investment Advisory, Investment Management, Financial Markets, Bonds, Economics, Options, Business Strategy, Strategy, Engineering, FINRA, Business Development, Team Management
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
Master of Business Administration, Graduate Certificate in Financial Services Management, Dean's Award for Academic Excellence
The University of Texas at Austin 2002 — 2006
Bachelor of Science, Civil Engineering
Jeoffrey Lambujon Jeoffrey Lambujon's Cougar Investment Fund, LLC Experience August 2011 - July 2012
Job Associate, Equity Research at Tudor, Pickering, Holt & Co.
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. February 2012 - Present
Cougar Investment Fund, LLC August 2011 - July 2012
Sequent Energy Management February 2011 - February 2012
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Austin 2004 — 2009
BA Economics, Minor Business Foundations
Tudor, Pickering, Holt & Co. February 2012 - Present
Cougar Investment Fund, LLC August 2011 - July 2012
Sequent Energy Management February 2011 - February 2012
Education
University of Houston, C.T. Bauer College of Business 2010 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Texas at Austin 2004 — 2009
BA Economics, Minor Business Foundations
Maz Zaeefjou, MBA, PMP Maz Zaeefjou, MBA, PMP's Cougar Investment Fund, LLC Experience August 2008 - December 2009
Job Senior Project Development Manager at CriticalSpace Solutions
Industry Oil & Energy
Experience
Technical Innovation / CriticalSpace Solutions November 2012 - Present
AVI-SPL (Control Room Group) November 2011 - October 2012
Matrox February 2001 - December 2011
Cougar Investment Fund, LLC August 2008 - December 2009
IBM Global Services March 2000 - January 2001
Compaq Computer Corporation March 1998 - March 2000
Software Support Inc. July 1996 - February 1998
Skills
Channel Partners, Strategic Planning, Solution Selling, Project Management, Business Development, Integration, Management, Negotiation, CRM, Team Leadership, Sales Management, New Business Development, Sales, Product Marketing, Telecommunications, Strategic Partnerships, Training, Account Management, Cross-functional Team..., Product Management, Strategy
Education
University of Houston 2007 — 2010
MBA, Finance, 3.9/4.0
University of Houston-Clear Lake 1995 — 1996
B.S, Computer System Design, 3.6/4.0
American University of Sharjah 1992 — 1995
Computer System Design
Technical Innovation / CriticalSpace Solutions November 2012 - Present
AVI-SPL (Control Room Group) November 2011 - October 2012
Matrox February 2001 - December 2011
Cougar Investment Fund, LLC August 2008 - December 2009
IBM Global Services March 2000 - January 2001
Compaq Computer Corporation March 1998 - March 2000
Software Support Inc. July 1996 - February 1998
Skills
Channel Partners, Strategic Planning, Solution Selling, Project Management, Business Development, Integration, Management, Negotiation, CRM, Team Leadership, Sales Management, New Business Development, Sales, Product Marketing, Telecommunications, Strategic Partnerships, Training, Account Management, Cross-functional Team..., Product Management, Strategy
Education
University of Houston 2007 — 2010
MBA, Finance, 3.9/4.0
University of Houston-Clear Lake 1995 — 1996
B.S, Computer System Design, 3.6/4.0
American University of Sharjah 1992 — 1995
Computer System Design
amber ghauri amber ghauri's Cougar Investment Fund, LLC Experience 2009 - 2010
Job J P Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
HCC Insurance Holdings, Inc. 2013 - 2014
Cougar Investment Fund, LLC 2009 - 2010
Skills
Equities
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Karachi University
J.P. Morgan July 2014 - Present
HCC Insurance Holdings, Inc. 2013 - 2014
Cougar Investment Fund, LLC 2009 - 2010
Skills
Equities
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Karachi University
Mohamed Boukamcha, MBA Mohamed Boukamcha, MBA's Cougar Investment Fund, LLC Experience August 2010 - August 2011
Job Type Approval Engineer at American Bureau of Shipping
Industry Oil & Energy
Experience
American Bureau of Shipping February 2014 - Present
National Oilwell Varco April 2013 - Present
National Oilwell Varco March 2012 - August 2013
Cougar Investment Fund, LLC August 2010 - August 2011
University of Houston January 2011 - June 2011
Boccard, USA April 2009 - June 2010
Nouvelair Tunisia July 2004 - September 2009
Skills
Valuation, Financial Analysis, Asset Management, Equities, Portfolio Management, Forecasting, Analysis, Investments, Equity Research, Business Analysis, Private Equity, DCF, Financial Management, Asset Allocation, Securities, Entrepreneurship, Business Management, Econometrics, French, Cost Analysis, Supply Chain Management, Arabic, Quality Management, Safety Management..., Project Management, Contract Management, Cross-functional Team..., Business Development, Management, Managerial Finance, Cost Benefit, Oil & Gas
Education
University of Houston, C.T. Bauer College of Business 2010 — 2011
Graduate Certificate in Financial Services Management, Financial Services
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Business Administration, Finance
University of Sousse, High Institute of Management 2005 — 2007
Master of Science in Entrepreneurship and Small Business, Business
University of Carthage, Tunisia Polytechnic School 1999 — 2004
Bachelor of Science in Engineering, Industrial Engineering
American Bureau of Shipping February 2014 - Present
National Oilwell Varco April 2013 - Present
National Oilwell Varco March 2012 - August 2013
Cougar Investment Fund, LLC August 2010 - August 2011
University of Houston January 2011 - June 2011
Boccard, USA April 2009 - June 2010
Nouvelair Tunisia July 2004 - September 2009
Skills
Valuation, Financial Analysis, Asset Management, Equities, Portfolio Management, Forecasting, Analysis, Investments, Equity Research, Business Analysis, Private Equity, DCF, Financial Management, Asset Allocation, Securities, Entrepreneurship, Business Management, Econometrics, French, Cost Analysis, Supply Chain Management, Arabic, Quality Management, Safety Management..., Project Management, Contract Management, Cross-functional Team..., Business Development, Management, Managerial Finance, Cost Benefit, Oil & Gas
Education
University of Houston, C.T. Bauer College of Business 2010 — 2011
Graduate Certificate in Financial Services Management, Financial Services
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Business Administration, Finance
University of Sousse, High Institute of Management 2005 — 2007
Master of Science in Entrepreneurship and Small Business, Business
University of Carthage, Tunisia Polytechnic School 1999 — 2004
Bachelor of Science in Engineering, Industrial Engineering
Hadrien Chain Hadrien Chain's Cougar Investment Fund, LLC Experience August 2014 - Present
Job Corporate and Investment Banking Analyst
Industry Financial Services
Experience
Cougar Investment Fund, LLC August 2014 - Present
Omni Intercommunications, Inc. June 2009 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Microsoft Office, Financial Analysis, Finance, Portfolio Management, Investments, DCF Valuation, Analysis, Customer Service, Leadership, Equities, Social Media, Data Analysis, Financial Modeling
Education
University of Houston, C.T. Bauer College of Business 2014 — 2015
Master of Science in Finance, Finance, General, 3.7/4.0
The University of Texas at Austin 2007 — 2012
Bachelor of Arts (B.A.), Biological Sciences, 2.8/4.0
ACC
Strake Jesuit
Strake Jesuit
Cougar Investment Fund, LLC August 2014 - Present
Omni Intercommunications, Inc. June 2009 - Present
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Microsoft Office, Financial Analysis, Finance, Portfolio Management, Investments, DCF Valuation, Analysis, Customer Service, Leadership, Equities, Social Media, Data Analysis, Financial Modeling
Education
University of Houston, C.T. Bauer College of Business 2014 — 2015
Master of Science in Finance, Finance, General, 3.7/4.0
The University of Texas at Austin 2007 — 2012
Bachelor of Arts (B.A.), Biological Sciences, 2.8/4.0
ACC
Strake Jesuit
Strake Jesuit
Brad Francis's Cougar Investment Fund, LLC Experience August 2005 - August 2006
Job Director International HR at United Airlines
Industry Oil & Energy
Experience
United Airlines February 2012 - Present
Dresser-Rand November 2011 - February 2012
United Airlines May 2006 - December 2011
Cougar Investment Fund, LLC August 2005 - August 2006
Four Points by Sheraton- Starwood Hotels May 2002 - January 2004
Skills
Employee Benefits, Deferred Compensation, Human Resources, Forecasting, Succession Planning, Financial Analysis, Management, Due Diligence, Collective Bargaining, Analysis, Performance Management, Employee Relations, HRIS, Talent Management, Investments, International Economics, Change Management, Process Improvement, Labor Compliance
Education
University of Houston, C.T. Bauer College of Business 2005 — 2006
MBA, Finance
St. Edward's University 2000 — 2004
BBA, Business Administration
Southwestern University 1991 — 1995
Business
United Airlines February 2012 - Present
Dresser-Rand November 2011 - February 2012
United Airlines May 2006 - December 2011
Cougar Investment Fund, LLC August 2005 - August 2006
Four Points by Sheraton- Starwood Hotels May 2002 - January 2004
Skills
Employee Benefits, Deferred Compensation, Human Resources, Forecasting, Succession Planning, Financial Analysis, Management, Due Diligence, Collective Bargaining, Analysis, Performance Management, Employee Relations, HRIS, Talent Management, Investments, International Economics, Change Management, Process Improvement, Labor Compliance
Education
University of Houston, C.T. Bauer College of Business 2005 — 2006
MBA, Finance
St. Edward's University 2000 — 2004
BBA, Business Administration
Southwestern University 1991 — 1995
Business
Julio Cesar Guzman, CFA, PMP's Cougar Investment Fund, LLC Experience September 2009 - December 2010
Job
Industry Financial Services
Experience
Invesco Ltd. April 2015 - Present
Invesco Ltd. April 2013 - March 2015
Invesco Ltd. July 2010 - March 2013
Cougar Investment Fund, LLC September 2009 - December 2010
Continental Airlines June 2009 - August 2009
TomorrowNow June 2006 - October 2008
Waste Management January 2006 - May 2006
Dell March 2005 - December 2005
Waste Management July 2004 - March 2005
Dell February 2002 - July 2004
Skills
SharePoint, Analysis, Business Analysis, Program Management, Project Management, Business Process, Databases, Requirements Gathering, Cross-functional Team..., Visio, Strategy, Business Process..., Management, Financial Modeling, SDLC, Business Intelligence, SAP, PeopleSoft, Microsoft SQL Server, PMO, Quality Assurance, Portfolio Management, Oracle, Data Analysis, Project Planning, E-commerce, Business Objects, VBA, Requirements Analysis, Performance Attribution, Performance Measurement, Analytics, Process Improvement, Equities, SQL, Fixed Income, Software Project..., Data Warehousing, Python
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Concentration in Finance
University of Houston, C.T. Bauer College of Business 1997 — 2001
BBA, Management Information Systems
Bellaire High 1993 — 1997
Invesco Ltd. April 2015 - Present
Invesco Ltd. April 2013 - March 2015
Invesco Ltd. July 2010 - March 2013
Cougar Investment Fund, LLC September 2009 - December 2010
Continental Airlines June 2009 - August 2009
TomorrowNow June 2006 - October 2008
Waste Management January 2006 - May 2006
Dell March 2005 - December 2005
Waste Management July 2004 - March 2005
Dell February 2002 - July 2004
Skills
SharePoint, Analysis, Business Analysis, Program Management, Project Management, Business Process, Databases, Requirements Gathering, Cross-functional Team..., Visio, Strategy, Business Process..., Management, Financial Modeling, SDLC, Business Intelligence, SAP, PeopleSoft, Microsoft SQL Server, PMO, Quality Assurance, Portfolio Management, Oracle, Data Analysis, Project Planning, E-commerce, Business Objects, VBA, Requirements Analysis, Performance Attribution, Performance Measurement, Analytics, Process Improvement, Equities, SQL, Fixed Income, Software Project..., Data Warehousing, Python
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Concentration in Finance
University of Houston, C.T. Bauer College of Business 1997 — 2001
BBA, Management Information Systems
Bellaire High 1993 — 1997
Saurabh Maitra's Cougar Investment Fund, LLC Experience August 2012 - December 2013
Job Analyst at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC March 2014 - Present
Cougar Investment Fund LLC August 2012 - December 2013
Imagecom, Inc. (Aspire3d) 2008 - 2010
Imagecom, Inc. (Aspire3d) 2003 - 2008
Tech Mahindra 1998 - 2000
Skills
Management, Financial Modeling, Equity Research, Valuation, Financial Analysis, Portfolio Management, Corporate Finance, Risk Management, VBA, Analysis, Proposal Writing, Software Development, Software Engineering, Engineering, Testing, Software Design, Data Analysis, Market Analysis, Matlab, Project Management
Education
University of Houston
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Arlington
MS, Computer Science
Indian Institute of Technology, Madras
BS, Civil Engineering
CFA Institute
Virtus Partners, LLC March 2014 - Present
Cougar Investment Fund LLC August 2012 - December 2013
Imagecom, Inc. (Aspire3d) 2008 - 2010
Imagecom, Inc. (Aspire3d) 2003 - 2008
Tech Mahindra 1998 - 2000
Skills
Management, Financial Modeling, Equity Research, Valuation, Financial Analysis, Portfolio Management, Corporate Finance, Risk Management, VBA, Analysis, Proposal Writing, Software Development, Software Engineering, Engineering, Testing, Software Design, Data Analysis, Market Analysis, Matlab, Project Management
Education
University of Houston
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Arlington
MS, Computer Science
Indian Institute of Technology, Madras
BS, Civil Engineering
CFA Institute
Peter Guzmann's Cougar Investment Fund, LLC Experience August 2011 - September 2012
Job Credit Manager at Old Union Financial
Industry Financial Services
Experience
Old Union Financial December 2010 - Present
Cougar Investment Fund LLC August 2011 - September 2012
Kaplan February 2009 - February 2011
MARQUETTE CONSUMER FINANCE, LLC August 2003 - December 2008
Home One Credit Corp 2002 - 2003
Momentum Securities May 2001 - August 2002
Wells Fargo in August 1999 - May 2001
Wells Fargo Financial 1999 - 2001
Skills
Credit Analysis, Credit, Financial Analysis, Portfolio Management, Loans, Risk Management, Underwriting, Business Development, Financial Reporting, Credit Risk, Finance, Leadership, Equities, Consumer Lending, Trading, Management, Accounting, Investments, Forecasting, Financial Services, Banking, Financial Modeling, Coaching, Equity Research, Training, Mutual Funds, Loan Origination, Business Analysis, Process Improvement, Valuation, Treasury Management, Sales, Cash Management, Securities, Executive Management, Asset Management, CRM, Budgets, Commercial Lending, Mergers & Acquisitions, Analysis, Loan Servicing, Financial Risk, Wealth Management, Mortgage Lending, Accounts Receivable, Series 7, Relationship Management, Business Planning, Insurance
Education
University of Houston-Downtown 2014 — 2014
Commercial Credit Certification
University of Houston 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Texas State University-San Marcos 1995 — 1999
Bachelors, Finance
Texas State University
BA, Finance
High School
Old Union Financial December 2010 - Present
Cougar Investment Fund LLC August 2011 - September 2012
Kaplan February 2009 - February 2011
MARQUETTE CONSUMER FINANCE, LLC August 2003 - December 2008
Home One Credit Corp 2002 - 2003
Momentum Securities May 2001 - August 2002
Wells Fargo in August 1999 - May 2001
Wells Fargo Financial 1999 - 2001
Skills
Credit Analysis, Credit, Financial Analysis, Portfolio Management, Loans, Risk Management, Underwriting, Business Development, Financial Reporting, Credit Risk, Finance, Leadership, Equities, Consumer Lending, Trading, Management, Accounting, Investments, Forecasting, Financial Services, Banking, Financial Modeling, Coaching, Equity Research, Training, Mutual Funds, Loan Origination, Business Analysis, Process Improvement, Valuation, Treasury Management, Sales, Cash Management, Securities, Executive Management, Asset Management, CRM, Budgets, Commercial Lending, Mergers & Acquisitions, Analysis, Loan Servicing, Financial Risk, Wealth Management, Mortgage Lending, Accounts Receivable, Series 7, Relationship Management, Business Planning, Insurance
Education
University of Houston-Downtown 2014 — 2014
Commercial Credit Certification
University of Houston 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Texas State University-San Marcos 1995 — 1999
Bachelors, Finance
Texas State University
BA, Finance
High School
Chris Gray, CFA's Cougar Investment Fund, LLC Experience August 2008 - December 2009
Job Commercial Finance Advisor at Shell Oil Company
Industry Oil & Energy
Experience
The Law Offices of Hilda L Sibrian July 2014 - Present
Shell Oil Company January 2011 - July 2014
Shell Oil Company October 2006 - December 2010
Cougar Investment Fund, LLC August 2008 - December 2009
Grant Thornton, LLP February 2004 - September 2006
Alvarez & Marsal, Inc February 2002 - December 2003
Arthur Andersen 1998 - 2000
Skills
Financial Modeling, Finance, Business Planning, Financial Analysis, Analysis, Valuation, Business Strategy, Budgets, Managerial Finance, Portfolio Management, Management, Leadership, Economics, Forecasting, Pricing, Strategy
Education
University of Houston 2007 — 2010
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Finance, Accounting
The Law Offices of Hilda L Sibrian July 2014 - Present
Shell Oil Company January 2011 - July 2014
Shell Oil Company October 2006 - December 2010
Cougar Investment Fund, LLC August 2008 - December 2009
Grant Thornton, LLP February 2004 - September 2006
Alvarez & Marsal, Inc February 2002 - December 2003
Arthur Andersen 1998 - 2000
Skills
Financial Modeling, Finance, Business Planning, Financial Analysis, Analysis, Valuation, Business Strategy, Budgets, Managerial Finance, Portfolio Management, Management, Leadership, Economics, Forecasting, Pricing, Strategy
Education
University of Houston 2007 — 2010
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Finance, Accounting
Rahul Patel's Cougar Investment Fund, LLC Experience August 2014 - Present
Job Senior Engineer
Industry Oil & Energy
Experience
Cougar Investment Fund, LLC August 2014 - Present
Genesis Oil and Gas Consultants July 2012 - Present
Cougar Venture Fund August 2014 - December 2014
WorleyParsons 2008 - July 2012
URS Corporation 2007 - 2008
Skills
DCF Valuation, Financial Modeling, Portfolio Management, Equity Valuation, Investment Management, Enterprise Valuation, Pre-FEED, Offshore Oil & Gas, FEED, FPSO, LNG, Project Engineering, Gas Processing, Onshore, Upstream Processing, Conceptual Design, Feasibility Studies, EPC, Upstream, Midstream
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA)
Stevens Institute of Technology 2004 — 2007
Master of Science (M.S.)
Cougar Investment Fund, LLC August 2014 - Present
Genesis Oil and Gas Consultants July 2012 - Present
Cougar Venture Fund August 2014 - December 2014
WorleyParsons 2008 - July 2012
URS Corporation 2007 - 2008
Skills
DCF Valuation, Financial Modeling, Portfolio Management, Equity Valuation, Investment Management, Enterprise Valuation, Pre-FEED, Offshore Oil & Gas, FEED, FPSO, LNG, Project Engineering, Gas Processing, Onshore, Upstream Processing, Conceptual Design, Feasibility Studies, EPC, Upstream, Midstream
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA)
Stevens Institute of Technology 2004 — 2007
Master of Science (M.S.)
Robert Petr, MBA's Cougar Investment Fund, LLC Experience August 2012 - December 2013
Job Senior Financial Analyst
Industry Accounting
Experience
Balfour Beatty Construction US June 2015 - Present
Oceaneering April 2014 - May 2015
Total Safety US, Inc. December 2011 - April 2014
Cougar Investment Fund, LLC August 2012 - December 2013
TDIndustries August 2007 - December 2011
Skills
Financial Analysis, Inventory Management, Inventory Analysis, Budgets, Financial Modeling, Account Reconciliation, Portfolio Management, Investments, Operations Management, Microsoft Excel, PowerPoint, Supply Chain, Financial Reporting, Accounting, Financial Accounting, Finance, Outlook, Microsoft Word, Analysis, Business Planning, Contract Management, Contract Negotiation, Management, Procurement
Education
University of Houston 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Texas 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
Balfour Beatty Construction US June 2015 - Present
Oceaneering April 2014 - May 2015
Total Safety US, Inc. December 2011 - April 2014
Cougar Investment Fund, LLC August 2012 - December 2013
TDIndustries August 2007 - December 2011
Skills
Financial Analysis, Inventory Management, Inventory Analysis, Budgets, Financial Modeling, Account Reconciliation, Portfolio Management, Investments, Operations Management, Microsoft Excel, PowerPoint, Supply Chain, Financial Reporting, Accounting, Financial Accounting, Finance, Outlook, Microsoft Word, Analysis, Business Planning, Contract Management, Contract Negotiation, Management, Procurement
Education
University of Houston 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
University of North Texas 2001 — 2007
Bachelor of Business Administration (BBA), Finance, General
Trey Evans, MBA's Cougar Investment Fund, LLC Experience August 2012 - August 2013
Job Trading Analyst at Southwestern Energy
Industry Insurance
Experience
Southwestern Energy July 2013 - Present
Cougar Investment Fund, LLC August 2012 - August 2013
Argo Surety April 2010 - July 2013
Argo Commercial Surety August 2009 - May 2010
Texas A&M University System June 2008 - May 2009
Wilderness Expeditions 2007 - 2007
Skills
Financial Analysis, Insurance, Microsoft Excel, Access, Risk Management, Underwriting, Public Speaking, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Team Building, Negotiation, Sales, Customer Service, Budgets, Outlook, Marketing, Account Management, Strategic Planning, Research, Physical Gas Marketing, Natural Gas Trading
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
MBA, Finance
Texas A&M University - Mays Business School 2005 — 2009
Finance, Financial Management/Investment Analysis/Trading
Southwestern Energy July 2013 - Present
Cougar Investment Fund, LLC August 2012 - August 2013
Argo Surety April 2010 - July 2013
Argo Commercial Surety August 2009 - May 2010
Texas A&M University System June 2008 - May 2009
Wilderness Expeditions 2007 - 2007
Skills
Financial Analysis, Insurance, Microsoft Excel, Access, Risk Management, Underwriting, Public Speaking, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Team Building, Negotiation, Sales, Customer Service, Budgets, Outlook, Marketing, Account Management, Strategic Planning, Research, Physical Gas Marketing, Natural Gas Trading
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
MBA, Finance
Texas A&M University - Mays Business School 2005 — 2009
Finance, Financial Management/Investment Analysis/Trading
Hubert van der Heijden's Cougar Investment Fund, LLC Experience August 2010 - December 2010
Job ...
Industry Financial Services
Experience
Avik Capital Management October 2013 - Present
Avik Capital Management October 2013 - Present
Tudor Pickering & Holt October 2010 - August 2013
Cougar Investment Fund, LLC August 2010 - December 2010
University of Houston August 2009 - December 2010
Cougar Investment Fund, LLC August 2009 - August 2010
University of Houston 2009 - 2009
Intertek Caleb Brett May 2006 - August 2006
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Equities, Equity Research, Corporate Finance, Investments, Financial Reporting, Mergers
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
Master of Science (M.S.), Finance
Embry-Riddle Aeronautical University 2006 — 2008
Bachelor of Science, Aviation Business Administration
Avik Capital Management October 2013 - Present
Avik Capital Management October 2013 - Present
Tudor Pickering & Holt October 2010 - August 2013
Cougar Investment Fund, LLC August 2010 - December 2010
University of Houston August 2009 - December 2010
Cougar Investment Fund, LLC August 2009 - August 2010
University of Houston 2009 - 2009
Intertek Caleb Brett May 2006 - August 2006
Skills
Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Equities, Equity Research, Corporate Finance, Investments, Financial Reporting, Mergers
Education
University of Houston, C.T. Bauer College of Business 2009 — 2010
Master of Science (M.S.), Finance
Embry-Riddle Aeronautical University 2006 — 2008
Bachelor of Science, Aviation Business Administration
Isha Sahu's Cougar Investment Fund, LLC Experience August 2014 - Present
Job Management and IT professional seeking employment
Industry Financial Services
Experience
Cougar Investment Fund, LLC August 2014 - Present
Bauer College of Business - University of Houston August 2014 - Present
Tata Consultancy Services January 2006 - September 2013
Cognizant Technology Solution, Client : Metlife Insurance September 2004 - January 2006
Skills
Valuation, Mergers and Acquisitions, Managerial Finance, Business Analysis, Requirements Gathering, Financial Accounting, Marketing Strategy, Strategic Planning, Java Enterprise Edition, JSP, Struts, Java, JDBC, Linux, PL/SQL, DB2, SDLC, SQL, Core Java, Spring, Eclipse, Informatica, Unix, Business Intelligence
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services, 3.9/4.0
Institute of Engineering and Technology, Kanpur 2001 — 2004
Masters in Computer Application, Computer Science, 3.9/4.0
PPN College - C.S.J.M University of Kanpur 1997 — 2000
Bachelor of Science (B.Sc.), Mathematics & Physics, 3.5/4.0
Indira Gandhi National Open University 2001 — 2002
Post Graduate Diploma in Computer Applications, Mathematics and Physics, 3.5/4.0
Cougar Investment Fund, LLC August 2014 - Present
Bauer College of Business - University of Houston August 2014 - Present
Tata Consultancy Services January 2006 - September 2013
Cognizant Technology Solution, Client : Metlife Insurance September 2004 - January 2006
Skills
Valuation, Mergers and Acquisitions, Managerial Finance, Business Analysis, Requirements Gathering, Financial Accounting, Marketing Strategy, Strategic Planning, Java Enterprise Edition, JSP, Struts, Java, JDBC, Linux, PL/SQL, DB2, SDLC, SQL, Core Java, Spring, Eclipse, Informatica, Unix, Business Intelligence
Education
University of Houston, C.T. Bauer College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services, 3.9/4.0
Institute of Engineering and Technology, Kanpur 2001 — 2004
Masters in Computer Application, Computer Science, 3.9/4.0
PPN College - C.S.J.M University of Kanpur 1997 — 2000
Bachelor of Science (B.Sc.), Mathematics & Physics, 3.5/4.0
Indira Gandhi National Open University 2001 — 2002
Post Graduate Diploma in Computer Applications, Mathematics and Physics, 3.5/4.0
Brooks Royer's Cougar Investment Fund, LLC Experience August 2013 - January 2015
Job Financial Analyst at Rackspace, the #1 managed cloud company
Industry Financial Services
Experience
Rackspace, the #1 managed cloud company April 2015 - Present
Cougar Investment Fund, LLC August 2013 - January 2015
Republic of Turkey, Ministry of Economy September 2013 - February 2014
CSG Holdings, LLC August 2010 - June 2012
Memphis Grizzlies September 2009 - March 2010
Memphis Grizzlies September 2009 - March 2010
Memphis Redbirds May 2009 - July 2009
American Spectrum Realty, Inc May 2008 - August 2008
Skills
Marketing, Investments, Strategy, Analysis, Finance, Financial Analysis, Event Management, Management, Microsoft Word, Research, Real Estate
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rhodes College 2006 — 2012
Bachelor of Arts, International Business; Courses included Finance, Marketing, Economics and Accounting International
Rhodes College 2006 — 2010
Bachelor of Arts, International Business
University of Antwerp 2009 — 2009
International Business
Rackspace, the #1 managed cloud company April 2015 - Present
Cougar Investment Fund, LLC August 2013 - January 2015
Republic of Turkey, Ministry of Economy September 2013 - February 2014
CSG Holdings, LLC August 2010 - June 2012
Memphis Grizzlies September 2009 - March 2010
Memphis Grizzlies September 2009 - March 2010
Memphis Redbirds May 2009 - July 2009
American Spectrum Realty, Inc May 2008 - August 2008
Skills
Marketing, Investments, Strategy, Analysis, Finance, Financial Analysis, Event Management, Management, Microsoft Word, Research, Real Estate
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Rhodes College 2006 — 2012
Bachelor of Arts, International Business; Courses included Finance, Marketing, Economics and Accounting International
Rhodes College 2006 — 2010
Bachelor of Arts, International Business
University of Antwerp 2009 — 2009
International Business
Brad McDonald's Cougar Investment Fund, LLC Experience August 2012 - August 2013
Job Controller, MultiChem at Halliburton
Industry Oil & Energy
Experience
Halliburton July 2015 - Present
Halliburton July 2013 - July 2015
Cougar Investment Fund, LLC August 2012 - August 2013
Canaccord Genuity Inc. April 2013 - July 2013
Salient Partners May 2007 - April 2010
Merrill Lynch Private Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Valuation, Strategic Planning, Investments, Equity Research, Financial Modeling, Portfolio Management, Corporate Finance, Budgets, Management, Microsoft Word, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Cougar Investment Fund, 3.96
Rice University 2002 — 2007
B.A, Economics; Mechanical Engineering
Halliburton July 2015 - Present
Halliburton July 2013 - July 2015
Cougar Investment Fund, LLC August 2012 - August 2013
Canaccord Genuity Inc. April 2013 - July 2013
Salient Partners May 2007 - April 2010
Merrill Lynch Private Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Valuation, Strategic Planning, Investments, Equity Research, Financial Modeling, Portfolio Management, Corporate Finance, Budgets, Management, Microsoft Word, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Cougar Investment Fund, 3.96
Rice University 2002 — 2007
B.A, Economics; Mechanical Engineering
Kyle Ford's Cougar Investment Fund, LLC Experience January 2012 - December 2012
Job Maintenance Team Lead at Shell
Industry Oil & Energy
Experience
Shell May 2015 - Present
Shell December 2012 - Present
Cougar Investment Fund, LLC January 2012 - December 2012
Shell June 2010 - November 2012
Cougar Investment Fund, LLC August 2011 - December 2011
Shell January 2008 - May 2010
Shell Global Solutions July 2007 - December 2007
Skills
Energy, Engineering, Natural Gas, Oil, Reliability, Manufacturing Operations, Financial Modeling, Root Cause Analysis, Onshore, Project Engineering, Gas, Petroleum, Upstream, Oil/Gas
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
MBA, Financial Services
The Ohio State University 2006 — 2007
MS, Mechanical Engineering
The Ohio State University 2001 — 2005
BS, Mechanical Engineering
Shell May 2015 - Present
Shell December 2012 - Present
Cougar Investment Fund, LLC January 2012 - December 2012
Shell June 2010 - November 2012
Cougar Investment Fund, LLC August 2011 - December 2011
Shell January 2008 - May 2010
Shell Global Solutions July 2007 - December 2007
Skills
Energy, Engineering, Natural Gas, Oil, Reliability, Manufacturing Operations, Financial Modeling, Root Cause Analysis, Onshore, Project Engineering, Gas, Petroleum, Upstream, Oil/Gas
Education
University of Houston, C.T. Bauer College of Business 2010 — 2012
MBA, Financial Services
The Ohio State University 2006 — 2007
MS, Mechanical Engineering
The Ohio State University 2001 — 2005
BS, Mechanical Engineering