Crestline Investors, Inc.
Description
Address: 201 Main St #1900, Fort Worth, TX 76102 Phone: (817) 339-7600: : : : Place name: : : Category: Website: Hours: Website: http://www.crestlineinvestors.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo.
Crestline Investors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Crestline Investors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Crestline Investors, Inc. Employees
Employee
Years
Job
Industry
Anna Womack Anna Womack's Crestline Investors, Inc. Experience December 2014 - Present
Job Legal Compliance Analyst at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. December 2014 - Present
Robert Half Finance & Accounting August 2014 - December 2014
Haddock Enterprises, LLC d/b/a Haddock Investments April 2012 - February 2014
Law Office of Clifford M. Womack October 2008 - June 2012
Hawaii Preparatory Academy June 2007 - August 2008
Comerica Bank May 1999 - December 1999
Comerica Bank June 1998 - March 1999
Skills
Case Management, Financial Analysis &..., Legal Writing, Confidentiality, Discretion, Database Management, Legal Research, Communications, Problem Solving, Issues Resolution, Document Preparation, Staff Training, Employee Management, Payroll Administration, Quickbooks, Financial Management, Financial Accounting, Microsoft Office, Adobe Acrobat, Liaison, Developing Client..., Financial Modeling, Ethical Leadership, Managerial Finance, Financial Analysis, QuickBooks, Office Management, Payroll, Finance, Analysis, Accounting
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1998
MBA, Finance, 3.9
The University of Texas at Arlington - College of Business Administration 1991 — 1993
BBA, Finance, 3.8
Crestline Investors, Inc. December 2014 - Present
Robert Half Finance & Accounting August 2014 - December 2014
Haddock Enterprises, LLC d/b/a Haddock Investments April 2012 - February 2014
Law Office of Clifford M. Womack October 2008 - June 2012
Hawaii Preparatory Academy June 2007 - August 2008
Comerica Bank May 1999 - December 1999
Comerica Bank June 1998 - March 1999
Skills
Case Management, Financial Analysis &..., Legal Writing, Confidentiality, Discretion, Database Management, Legal Research, Communications, Problem Solving, Issues Resolution, Document Preparation, Staff Training, Employee Management, Payroll Administration, Quickbooks, Financial Management, Financial Accounting, Microsoft Office, Adobe Acrobat, Liaison, Developing Client..., Financial Modeling, Ethical Leadership, Managerial Finance, Financial Analysis, QuickBooks, Office Management, Payroll, Finance, Analysis, Accounting
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1998
MBA, Finance, 3.9
The University of Texas at Arlington - College of Business Administration 1991 — 1993
BBA, Finance, 3.8
Nick Huerta Nick Huerta's Crestline Investors, Inc. Experience February 2013 - July 2015
Job Vice President at MPK Equity Partners
Industry Venture Capital & Private Equity
Experience
MPK Equity Partners July 2015 - Present
Crestline Investors, Inc. February 2013 - July 2015
Goldman Sachs July 2011 - February 2013
Skills
Private Equity, Special Situations, Alternative Investments, Leveraged Finance, Valuation, Financial Analysis, Financial Modeling, Due Diligence, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA) - High Honors, Majors: Business Honors and Finance, Minor: Spanish
MPK Equity Partners July 2015 - Present
Crestline Investors, Inc. February 2013 - July 2015
Goldman Sachs July 2011 - February 2013
Skills
Private Equity, Special Situations, Alternative Investments, Leveraged Finance, Valuation, Financial Analysis, Financial Modeling, Due Diligence, Asset Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (BBA) - High Honors, Majors: Business Honors and Finance, Minor: Spanish
Kris Chikelue Kris Chikelue's Crestline Investors, Inc. Experience January 2011 - March 2013
Job Associate Vice President, Investments at Memorial Hermann Health System
Industry Investment Management
Experience
Memorial Hermann Health System March 2013 - Present
Crestline Investors, Inc. January 2011 - March 2013
Ranger Advisors July 2007 - January 2011
Goldman Sachs June 2005 - August 2005
Liberty Mutual Group 2003 - 2004
McKinsey & Company August 2001 - May 2003
Education
Harvard Business School 2004 — 2007
MBA
Rice University 1996 — 2001
BA
Memorial Hermann Health System March 2013 - Present
Crestline Investors, Inc. January 2011 - March 2013
Ranger Advisors July 2007 - January 2011
Goldman Sachs June 2005 - August 2005
Liberty Mutual Group 2003 - 2004
McKinsey & Company August 2001 - May 2003
Education
Harvard Business School 2004 — 2007
MBA
Rice University 1996 — 2001
BA
Yishu Xu Yishu Xu's Crestline Investors, Inc. Experience July 2014 - October 2014
Job Financial Analyst
Industry Investment Management
Experience
PT Capital May 2015 - Present
McKinley Capital Management January 2015 - April 2015
Crestline Investors, Inc. July 2014 - October 2014
Alaska Pacific University August 2011 - June 2014
Keller Williams Real Estate May 2011 - July 2011
Cognizant Technology Solutions June 2008 - September 2010
Walt Disney World Resort August 2007 - January 2008
eBay China Development Center April 2007 - August 2007
Education
Alaska Pacific University 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.9
East China Normal University 2004 — 2008
Bachelor, English
PT Capital May 2015 - Present
McKinley Capital Management January 2015 - April 2015
Crestline Investors, Inc. July 2014 - October 2014
Alaska Pacific University August 2011 - June 2014
Keller Williams Real Estate May 2011 - July 2011
Cognizant Technology Solutions June 2008 - September 2010
Walt Disney World Resort August 2007 - January 2008
eBay China Development Center April 2007 - August 2007
Education
Alaska Pacific University 2012 — 2014
Master of Business Administration (MBA), Finance, General, 3.9
East China Normal University 2004 — 2008
Bachelor, English
Jordan McCurry's Crestline Investors, Inc. Experience October 2014 - May 2015
Job MBA Student
Industry Investment Management
Experience
Lone Star Investment Advisors, LLC January 2015 - May 2015
Crestline Investors, Inc. October 2014 - May 2015
Riveron Consulting June 2014 - August 2014
Fruit of the Earth May 2012 - August 2013
Fruit of the Earth December 2009 - May 2012
Skills
Analysis, Microsoft Excel, Research, Social Media, Inventory Management, Forecasting, Visionary, Inventory Control, Marketing, Entrepreneurship, Team Leadership, Business Development, Advertising, Management, Strategic Planning, Customer Service, Leadership, Financial Analysis, Microsoft Office, Strategy
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance / Strategy and Entrepreneurship
Baylor University 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Colleyville Middle School
Faith Christian School
Lone Star Investment Advisors, LLC January 2015 - May 2015
Crestline Investors, Inc. October 2014 - May 2015
Riveron Consulting June 2014 - August 2014
Fruit of the Earth May 2012 - August 2013
Fruit of the Earth December 2009 - May 2012
Skills
Analysis, Microsoft Excel, Research, Social Media, Inventory Management, Forecasting, Visionary, Inventory Control, Marketing, Entrepreneurship, Team Leadership, Business Development, Advertising, Management, Strategic Planning, Customer Service, Leadership, Financial Analysis, Microsoft Office, Strategy
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance / Strategy and Entrepreneurship
Baylor University 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Colleyville Middle School
Faith Christian School
Andrew Kerosky's Crestline Investors, Inc. Experience February 2014 - Present
Job Analyst at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. February 2014 - Present
McKinley Capital Management August 2013 - January 2014
Crestline Investors, Inc. June 2013 - August 2013
Skills
Research, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Public Speaking, Financial Analysis, Asset Management, Hedge Funds, Financial Modeling, Alternative Investments, Economics, Fixed Income, Asset Allocation
Education
University of Alaska Anchorage 2008 — 2013
Bachelor's Degree, Economics
University of Southern California 2004 — 2005
Film/Cinema/Video Studies
Crestline Investors, Inc. February 2014 - Present
McKinley Capital Management August 2013 - January 2014
Crestline Investors, Inc. June 2013 - August 2013
Skills
Research, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Public Speaking, Financial Analysis, Asset Management, Hedge Funds, Financial Modeling, Alternative Investments, Economics, Fixed Income, Asset Allocation
Education
University of Alaska Anchorage 2008 — 2013
Bachelor's Degree, Economics
University of Southern California 2004 — 2005
Film/Cinema/Video Studies
Garrett Isbell Garrett Isbell's Crestline Investors, Inc. Experience September 2011 - September 2014
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Management
Experience
Stephens Inc. September 2014 - Present
Crestline Investors September 2011 - September 2014
Crestline Investors, Inc. September 2011 - September 2014
Citadel Investment Group June 2011 - September 2011
William C Conner Foundation Educational Investment Fund June 2010 - December 2010
Q Investments October 2008 - October 2010
Skills
Investments, Fixed Income, Equities, Trading, Financial Modeling, Equity Research, Bloomberg Terminal, Financial Analysis, Valuation, Due Diligence, Hedge Funds, Bloomberg, VBA, Portfolio Management, Microsoft Excel, PerTrac
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Colleyville Heritage
Stephens Inc. September 2014 - Present
Crestline Investors September 2011 - September 2014
Crestline Investors, Inc. September 2011 - September 2014
Citadel Investment Group June 2011 - September 2011
William C Conner Foundation Educational Investment Fund June 2010 - December 2010
Q Investments October 2008 - October 2010
Skills
Investments, Fixed Income, Equities, Trading, Financial Modeling, Equity Research, Bloomberg Terminal, Financial Analysis, Valuation, Due Diligence, Hedge Funds, Bloomberg, VBA, Portfolio Management, Microsoft Excel, PerTrac
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Colleyville Heritage
Glenn Bearden Glenn Bearden's Crestline Investors, Inc. Experience operationsBarbnet Investment Company1998 - 1998
Job Managing Director at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. operationsBarbnet Investment Company1998 - 1998
Skills
Asset Management, Hedge Funds, Due Diligence, Private Equity, Alternative Investments, Valuation, Fund Of Funds, Investments, Equities, Financial Analysis
Education
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Crestline Investors, Inc. operationsBarbnet Investment Company1998 - 1998
Skills
Asset Management, Hedge Funds, Due Diligence, Private Equity, Alternative Investments, Valuation, Fund Of Funds, Investments, Equities, Financial Analysis
Education
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (BBA), Accounting
Daryl Chambers Daryl Chambers's Crestline Investors, Inc. Experience June 2014 - Present
Job Senior Operations Analyst at Crestline Investors, Inc.
Industry Venture Capital & Private Equity
Experience
Crestline Investors, Inc. June 2014 - Present
TPG Capital April 2007 - June 2014
Xerox December 2005 - April 2007
Xerox January 2005 - November 2005
Skills
Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Due Diligence, Account Reconciliation, Microsoft Excel, Risk Management, Process Improvement, US GAAP, GAAP, Financial Reporting, Financial Statements, SEC filings
Education
Texas Christian University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Crestline Investors, Inc. June 2014 - Present
TPG Capital April 2007 - June 2014
Xerox December 2005 - April 2007
Xerox January 2005 - November 2005
Skills
Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Due Diligence, Account Reconciliation, Microsoft Excel, Risk Management, Process Improvement, US GAAP, GAAP, Financial Reporting, Financial Statements, SEC filings
Education
Texas Christian University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Jeff Tack Jeff Tack's Crestline Investors, Inc. Experience July 2012 - Present
Job Director at Crestline Investors Inc.
Industry Financial Services
Experience
Crestline Investors, Inc. July 2012 - Present
Amundi Alternative Investments (France) April 2008 - April 2012
LaSalle Bank August 1996 - November 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Structured Products, Hedging, Trading, Asset Managment, Swaps, MBS, Rates, Credit, Volatility, Alternative Investments
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Analytic Finance
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Finance
Crestline Investors, Inc. July 2012 - Present
Amundi Alternative Investments (France) April 2008 - April 2012
LaSalle Bank August 1996 - November 2007
Skills
Fixed Income, Derivatives, Hedge Funds, Structured Products, Hedging, Trading, Asset Managment, Swaps, MBS, Rates, Credit, Volatility, Alternative Investments
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Analytic Finance
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Finance
Andy Points's Crestline Investors, Inc. Experience April 2011 - April 2012
Job Associate at G2X Energy
Industry Oil & Energy
Experience
G2X Energy November 2013 - Present
Citi Global Energy Investment Banking Group June 2012 - November 2013
Crestline Investors, Inc. April 2011 - April 2012
Skills
Valuation, Public Speaking, Team Leadership, Academic Achievement, Bloomberg, Business Development, Capital Markets, Competitive Analysis, Financial Services, Series 7, Financial Modeling, PowerPoint, Microsoft Excel, Corporate Finance, Microsoft Office, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Finance & Marketing Double Major, Magna Cum Laude, Departmental Honors in Finance
G2X Energy November 2013 - Present
Citi Global Energy Investment Banking Group June 2012 - November 2013
Crestline Investors, Inc. April 2011 - April 2012
Skills
Valuation, Public Speaking, Team Leadership, Academic Achievement, Bloomberg, Business Development, Capital Markets, Competitive Analysis, Financial Services, Series 7, Financial Modeling, PowerPoint, Microsoft Excel, Corporate Finance, Microsoft Office, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Finance & Marketing Double Major, Magna Cum Laude, Departmental Honors in Finance
Brooke New's Crestline Investors, Inc. Experience April 2015 - Present
Job Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. April 2015 - Present
Prudential Capital Group June 2012 - April 2015
Hester Capital Management January 2011 - December 2011
Teacher Retirement System of Texas June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Valuation, Financial Analysis, Bloomberg, Wealth Management, Equities, Microsoft Excel, Corporate Finance, Asset Management, Portfolio Management, Capital IQ, Investment Strategies, Securities, Fixed Income, Underwriting, Credit Analysis, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA Finance, Investment Management, Minor Accounting
Crestline Investors, Inc. April 2015 - Present
Prudential Capital Group June 2012 - April 2015
Hester Capital Management January 2011 - December 2011
Teacher Retirement System of Texas June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Valuation, Financial Analysis, Bloomberg, Wealth Management, Equities, Microsoft Excel, Corporate Finance, Asset Management, Portfolio Management, Capital IQ, Investment Strategies, Securities, Fixed Income, Underwriting, Credit Analysis, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA Finance, Investment Management, Minor Accounting
Aaron Mack Aaron Mack's Crestline Investors, Inc. Experience June 2015 - Present
Job Associate at Crestline Investors
Industry Investment Management
Experience
Crestline Investors, Inc. June 2015 - Present
Pamli Capital May 2014 - August 2014
Barclays Capital June 2010 - July 2013
Oppenheimer & Co. Inc. June 2009 - August 2009
Vodafone May 2008 - June 2008
Legg Mason June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
College of Business and Economics 2006 — 2010
BS, Finance
Lehigh University 2006 — 2010
BS, Finance
Crestline Investors, Inc. June 2015 - Present
Pamli Capital May 2014 - August 2014
Barclays Capital June 2010 - July 2013
Oppenheimer & Co. Inc. June 2009 - August 2009
Vodafone May 2008 - June 2008
Legg Mason June 2007 - August 2007
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
College of Business and Economics 2006 — 2010
BS, Finance
Lehigh University 2006 — 2010
BS, Finance
Eunice Yi Eunice Yi's Crestline Investors, Inc. Experience August 2013 - August 2015
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Crestline Investors, Inc. August 2013 - August 2015
SMU International Law Review Association April 2012 - May 2013
National Teachers Associates Life Insurance Company June 2012 - August 2012
Texas Rangers Baseball Club May 2012 - August 2012
U.S. District Court for the Northern District of Texas January 2012 - March 2012
U.S. District Court for the Southern District of Texas June 2011 - July 2011
Fortress Investment Group May 2008 - June 2010
Citi Alternative Investments July 2007 - May 2008
Education
Southern Methodist University Dedman School of Law 2010 — 2013
Juris Doctor
Boston University - School of Management 2003 — 2007
Bachelor of Science in Business Administration, Finance, Accounting
The Hockaday School 2001 — 2003
Goldman Sachs August 2015 - Present
Crestline Investors, Inc. August 2013 - August 2015
SMU International Law Review Association April 2012 - May 2013
National Teachers Associates Life Insurance Company June 2012 - August 2012
Texas Rangers Baseball Club May 2012 - August 2012
U.S. District Court for the Northern District of Texas January 2012 - March 2012
U.S. District Court for the Southern District of Texas June 2011 - July 2011
Fortress Investment Group May 2008 - June 2010
Citi Alternative Investments July 2007 - May 2008
Education
Southern Methodist University Dedman School of Law 2010 — 2013
Juris Doctor
Boston University - School of Management 2003 — 2007
Bachelor of Science in Business Administration, Finance, Accounting
The Hockaday School 2001 — 2003
Mike Le Mike Le's Crestline Investors, Inc. Experience January 2013 - May 2013
Job Head of Finance at Vulcun
Industry Investment Banking
Experience
VULCUN July 2015 - Present
Credit Suisse July 2014 - July 2015
Credit Suisse June 2013 - August 2013
Crestline Investors, Inc. January 2013 - May 2013
TCU Educational Investment Fund August 2012 - May 2013
Almon Alexander, LLC August 2012 - December 2012
Roosevelt Management Company January 2012 - July 2012
Prudential Plc June 2011 - August 2011
LQI Investment May 2011 - June 2011
Skills
Equity Valuation, Capital IQ, Valuation, PowerPoint, Investment Banking, Financial Analysis, Microsoft Excel, Microsoft Word, Equity Research, Investments, Financial Reporting, Chartered Financial..., Mergers, Mergers & Acquisitions, Competitive Analysis, Financial Accounting, LBO, Event Planning, Trading, Private Equity
Education
Texas Christian University 2009 — 2013
Bachelor, Business Administration; Finance, Accounting
VULCUN July 2015 - Present
Credit Suisse July 2014 - July 2015
Credit Suisse June 2013 - August 2013
Crestline Investors, Inc. January 2013 - May 2013
TCU Educational Investment Fund August 2012 - May 2013
Almon Alexander, LLC August 2012 - December 2012
Roosevelt Management Company January 2012 - July 2012
Prudential Plc June 2011 - August 2011
LQI Investment May 2011 - June 2011
Skills
Equity Valuation, Capital IQ, Valuation, PowerPoint, Investment Banking, Financial Analysis, Microsoft Excel, Microsoft Word, Equity Research, Investments, Financial Reporting, Chartered Financial..., Mergers, Mergers & Acquisitions, Competitive Analysis, Financial Accounting, LBO, Event Planning, Trading, Private Equity
Education
Texas Christian University 2009 — 2013
Bachelor, Business Administration; Finance, Accounting
Eric Spector Eric Spector's Crestline Investors, Inc. Experience December 2013 - Present
Job Associate at Crestline Investors, Inc.
Industry Venture Capital & Private Equity
Experience
Crestline Investors, Inc. December 2013 - Present
Barclays June 2012 - December 2013
Magnetar Capital June 2010 - December 2011
Barclays Capital June 2011 - August 2011
High Performance Tennis June 2003 - September 2009
College Park Athletic Club December 2007 - June 2008
Skills
Tennis, Tennis Coach, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments, Due Diligence, Financial Analysis, Finance, Mergers, Portfolio Management, LBO, Analysis
Education
Northwestern University 2008 — 2012
Bachelor of Arts, Economics, Business Institutions Program
Glenbrook North High School 2004 — 2008
Crestline Investors, Inc. December 2013 - Present
Barclays June 2012 - December 2013
Magnetar Capital June 2010 - December 2011
Barclays Capital June 2011 - August 2011
High Performance Tennis June 2003 - September 2009
College Park Athletic Club December 2007 - June 2008
Skills
Tennis, Tennis Coach, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments, Due Diligence, Financial Analysis, Finance, Mergers, Portfolio Management, LBO, Analysis
Education
Northwestern University 2008 — 2012
Bachelor of Arts, Economics, Business Institutions Program
Glenbrook North High School 2004 — 2008
Hardin Sullivan's Crestline Investors, Inc. Experience 2003 - 2012
Job Managing Director at Brookdale Capital Management, LLC
Industry Investment Management
Experience
Brookdale Capital Management, LLC September 2015 - Present
Hudiburg Management LLC December 2013 - September 2015
Crestline Investors, Inc. 2003 - 2012
Barbnet Investment Company January 2002 - October 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Equities, Private Equity, Valuation, Investment Strategies, Portfolio Management, Financial Modeling, Bloomberg, Fixed Income
Education
Texas Christian University 1996 — 2000
Bachelor of Arts (B.A.), Finance & Accounting
Brookdale Capital Management, LLC September 2015 - Present
Hudiburg Management LLC December 2013 - September 2015
Crestline Investors, Inc. 2003 - 2012
Barbnet Investment Company January 2002 - October 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Equities, Private Equity, Valuation, Investment Strategies, Portfolio Management, Financial Modeling, Bloomberg, Fixed Income
Education
Texas Christian University 1996 — 2000
Bachelor of Arts (B.A.), Finance & Accounting
Anton Gorodniuk's Crestline Investors, Inc. Experience May 2012 - August 2012
Job Research Analyst at SASB – Sustainability Accounting Standards Board
Industry Financial Services
Experience
SASB – Sustainability Accounting Standards Board August 2013 - Present
Allianz Global Investors June 2013 - August 2013
University of Alaska Fairbanks October 2011 - May 2013
Student Investment Fund (UAF) January 2012 - December 2012
Crestline Investors, Inc. May 2012 - August 2012
Colliers-International October 2009 - February 2010
Skills
Equities, Equity Research, Equity Valuation, Equity Trading, Asset Managment, Financial Analysis, Financial Statement..., Investments, Business Analysis, SWOT analysis, Market Research, Marketing, Intellectual Property, Real Estate, Commercial Real Estate, Hedge Funds, Fund Of Funds, Statistical Data..., Bloomberg, PerTrac, Microsoft Excel, PowerPoint, Microsoft Word, MySQL, Visual Studio, Data Analysis, Fundamental Analysis, Financial Services, FactSet, Financial Modeling, Investment Management, Equity Derivatives, Portfolio Management, Portfolio Performance..., Correlation Analysis, Statistics, Economics, Quantitative Analytics, Bloomberg Terminal, Due Diligence, Asset Management, Research, Valuation
Education
University of Alaska Fairbanks 2011 — 2013
M.B.A., Capital Markets
Saint Petersburg State University of Engineering and Economics (ENGECON) 2006 — 2010
Bachelor of Business Management (Honors), Real Estate Management
SASB – Sustainability Accounting Standards Board August 2013 - Present
Allianz Global Investors June 2013 - August 2013
University of Alaska Fairbanks October 2011 - May 2013
Student Investment Fund (UAF) January 2012 - December 2012
Crestline Investors, Inc. May 2012 - August 2012
Colliers-International October 2009 - February 2010
Skills
Equities, Equity Research, Equity Valuation, Equity Trading, Asset Managment, Financial Analysis, Financial Statement..., Investments, Business Analysis, SWOT analysis, Market Research, Marketing, Intellectual Property, Real Estate, Commercial Real Estate, Hedge Funds, Fund Of Funds, Statistical Data..., Bloomberg, PerTrac, Microsoft Excel, PowerPoint, Microsoft Word, MySQL, Visual Studio, Data Analysis, Fundamental Analysis, Financial Services, FactSet, Financial Modeling, Investment Management, Equity Derivatives, Portfolio Management, Portfolio Performance..., Correlation Analysis, Statistics, Economics, Quantitative Analytics, Bloomberg Terminal, Due Diligence, Asset Management, Research, Valuation
Education
University of Alaska Fairbanks 2011 — 2013
M.B.A., Capital Markets
Saint Petersburg State University of Engineering and Economics (ENGECON) 2006 — 2010
Bachelor of Business Management (Honors), Real Estate Management
Joe Scala Joe Scala's Crestline Investors, Inc. Experience July 2012 - January 2015
Job Senior Analyst at LStar Capital
Industry Investment Management
Experience
LStar Capital February 2015 - Present
Crestline Investors, Inc. July 2012 - January 2015
Seton Hall Preparatory School September 2009 - August 2012
Linde, Hansen & Co., LLC June 2011 - August 2011
Education
Amherst College 2005 — 2009
B.A., Economics, Religion
Seton Hall University 2009 — 2012
MBA, Finance
LStar Capital February 2015 - Present
Crestline Investors, Inc. July 2012 - January 2015
Seton Hall Preparatory School September 2009 - August 2012
Linde, Hansen & Co., LLC June 2011 - August 2011
Education
Amherst College 2005 — 2009
B.A., Economics, Religion
Seton Hall University 2009 — 2012
MBA, Finance
Justin Wallace Justin Wallace's Crestline Investors, Inc. Experience June 2010 - March 2012
Job Equity Trader & Analyst at Phocas Financial
Industry Investment Management
Experience
Phocas Financial January 2013 - Present
Voce Capital Partners LP January 2012 - January 2013
Crestline Investors, Inc. June 2010 - March 2012
Trugent Capital LP January 2007 - May 2010
Verity Capital Partners L.P. May 2005 - December 2006
AXA Advisors 2004 - 2005
Skills
Asset Management, Trade Execution, Hedge Funds, Equities, Research, Performance Measurement, Trading, Asset Managment, Mutual Funds, Equity Research, Start-ups, Analysis, Portfolio Management, Investments, Due Diligence, Management, Corporate Finance, Alternative Investments
Education
Texas Christian University 2001 — 2005
BBA, Entrepreneurial Management/Marketing (double major)
Phocas Financial January 2013 - Present
Voce Capital Partners LP January 2012 - January 2013
Crestline Investors, Inc. June 2010 - March 2012
Trugent Capital LP January 2007 - May 2010
Verity Capital Partners L.P. May 2005 - December 2006
AXA Advisors 2004 - 2005
Skills
Asset Management, Trade Execution, Hedge Funds, Equities, Research, Performance Measurement, Trading, Asset Managment, Mutual Funds, Equity Research, Start-ups, Analysis, Portfolio Management, Investments, Due Diligence, Management, Corporate Finance, Alternative Investments
Education
Texas Christian University 2001 — 2005
BBA, Entrepreneurial Management/Marketing (double major)
Alex Didych, CFA, FRM, PRM Alex Didych, CFA, FRM, PRM's Crestline Investors, Inc. Experience July 2007 - Present
Job Managing Director of Risk Management at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. July 2007 - Present
None 1900 - 2000
Skills
Market Risk, Hedge Funds, Hedging, Quantitative Finance, Alternative Investments, Portfolio Optimization, Risk, Fund Of Funds, Asset Management, VAR, Risk Management, Quantitative Analysis, Econometrics, R, Time Series Analysis, Optimization, Database Design, Software Development, Economics, Derivatives, Fixed Income, Quantitative Modeling, ALM, Commodities, Equities, FX, Credit Derivatives, Financial Markets, Capital Markets, Options, Bloomberg, Bonds, Equity Derivatives, Asset Allocation, Quant, Investment Strategies, Financial Modeling, Trading Systems, Interest Rate..., Structured Products, Financial Engineering, Investments, Stress Testing, Risk Modeling, Swaps, Risk Analysis, Volatility, Liquidity Risk, Trading, Operational Risk
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Analytical Finance, Economics
Kyiv National Taras Shevchenko University 1993 — 1998
MS, Computer Sciece/Applied Math
15th Rivne 1983 — 1993
High School, English Language and Literature, General
Crestline Investors, Inc. July 2007 - Present
None 1900 - 2000
Skills
Market Risk, Hedge Funds, Hedging, Quantitative Finance, Alternative Investments, Portfolio Optimization, Risk, Fund Of Funds, Asset Management, VAR, Risk Management, Quantitative Analysis, Econometrics, R, Time Series Analysis, Optimization, Database Design, Software Development, Economics, Derivatives, Fixed Income, Quantitative Modeling, ALM, Commodities, Equities, FX, Credit Derivatives, Financial Markets, Capital Markets, Options, Bloomberg, Bonds, Equity Derivatives, Asset Allocation, Quant, Investment Strategies, Financial Modeling, Trading Systems, Interest Rate..., Structured Products, Financial Engineering, Investments, Stress Testing, Risk Modeling, Swaps, Risk Analysis, Volatility, Liquidity Risk, Trading, Operational Risk
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Analytical Finance, Economics
Kyiv National Taras Shevchenko University 1993 — 1998
MS, Computer Sciece/Applied Math
15th Rivne 1983 — 1993
High School, English Language and Literature, General
Jennifer Palmer Slimmer, CPA Jennifer Palmer Slimmer, CPA's Crestline Investors, Inc. Experience November 2009 - Present
Job Senior Accounting Manager at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. November 2009 - Present
PwC January 2007 - November 2009
XTO Energy May 2005 - December 2006
Tween Brands March 2000 - May 2005
Skills
Microsoft Office, CPA, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Texas Christian University 2006 — 2006
Master's degree, Accounting
Texas Christian University 2002 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Crestline Investors, Inc. November 2009 - Present
PwC January 2007 - November 2009
XTO Energy May 2005 - December 2006
Tween Brands March 2000 - May 2005
Skills
Microsoft Office, CPA, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Texas Christian University 2006 — 2006
Master's degree, Accounting
Texas Christian University 2002 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Graham Grunow, CPA Graham Grunow, CPA's Crestline Investors, Inc. Experience March 2015 - Present
Job Opportunistic and Special Situations Investment Professional at Crestline Investors, Inc.
Industry Financial Services
Experience
Crestline Investors, Inc. March 2015 - Present
Crestline Investors, Inc. November 2013 - March 2015
Ernst & Young October 2011 - November 2013
Let's Gel Inc. January 2011 - May 2011
Skills
Microsoft Excel, Salesforce.com, Auditing, Financial Analysis, Ledgex, QuickBooks, Accounting, Public Speaking, Compliance, Residential Mortgages, Academic Tutoring, Microsoft Office, Peachtree, Bookkeeping, Financial Reporting
Education
The University of Texas at Austin 2006 — 2011
Masters in Professional Accounting, Accounting
Crestline Investors, Inc. March 2015 - Present
Crestline Investors, Inc. November 2013 - March 2015
Ernst & Young October 2011 - November 2013
Let's Gel Inc. January 2011 - May 2011
Skills
Microsoft Excel, Salesforce.com, Auditing, Financial Analysis, Ledgex, QuickBooks, Accounting, Public Speaking, Compliance, Residential Mortgages, Academic Tutoring, Microsoft Office, Peachtree, Bookkeeping, Financial Reporting
Education
The University of Texas at Austin 2006 — 2011
Masters in Professional Accounting, Accounting
Lyndsay Mojica, CPA Lyndsay Mojica, CPA's Crestline Investors, Inc. Experience April 2013 - Present
Job Middle Office Analyst
Industry Accounting
Experience
Crestline Investors, Inc. April 2013 - Present
Ernst & Young August 2011 - April 2013
Quicksilver Resources Inc. June 2009 - July 2011
Wells Fargo June 2008 - September 2008
Skills
CPA
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
Master's of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Crestline Investors, Inc. April 2013 - Present
Ernst & Young August 2011 - April 2013
Quicksilver Resources Inc. June 2009 - July 2011
Wells Fargo June 2008 - September 2008
Skills
CPA
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
Master's of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Alex Gutierrez Alex Gutierrez's Crestline Investors, Inc. Experience February 2015 - Present
Job Crestline Investors Inc. Controller
Industry Financial Services
Experience
Crestline Investors, Inc. February 2015 - Present
Deloitte July 2012 - February 2015
Deloitte October 2009 - July 2012
Deloitte Bermuda September 2003 - August 2009
Deloitte Mexico January 2001 - September 2003
Skills
IFRS, US GAAP, Internal Controls, Auditing, Financial Reporting, External Audit, Accounting, SEC filings, Sarbanes-Oxley Act, Hedge Funds, Financial Analysis, Due Diligence, Fund Of Funds, Alternative Investments, Private Equity, Offshore Funds, Mutual Funds, Fund Administration, Fund Accounting, Valuation, Capital Markets, Big 4, Enterprise Risk..., Financial Services, Financial Accounting, CPA
Education
Universidad Panamericana 1997 — 2001
BA, Accounting
Crestline Investors, Inc. February 2015 - Present
Deloitte July 2012 - February 2015
Deloitte October 2009 - July 2012
Deloitte Bermuda September 2003 - August 2009
Deloitte Mexico January 2001 - September 2003
Skills
IFRS, US GAAP, Internal Controls, Auditing, Financial Reporting, External Audit, Accounting, SEC filings, Sarbanes-Oxley Act, Hedge Funds, Financial Analysis, Due Diligence, Fund Of Funds, Alternative Investments, Private Equity, Offshore Funds, Mutual Funds, Fund Administration, Fund Accounting, Valuation, Capital Markets, Big 4, Enterprise Risk..., Financial Services, Financial Accounting, CPA
Education
Universidad Panamericana 1997 — 2001
BA, Accounting
Sean Gannon Sean Gannon's Crestline Investors, Inc. Experience 2010 - Present
Job Managing Director at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. 2010 - Present
Dorchester Capital Advisors, LLC 2006 - 2010
Community Bank 2002 - 2005
Lipper & Company, LP 1997 - 2002
Mellon Bank 1989 - 1997
Skills
Investments, Hedge Funds, Asset Managment, Structured Finance, Private Equity, High Yield, Credit, Alternative Investments, Financial Markets, Fund Of Funds, Portfolio Management, Equities, Investment Management, Fixed Income, Asset Management, Due Diligence, Asset Allocation, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1989
MBA, Finance
Miami University 1981 — 1985
BA, Political Science, History
Crestline Investors, Inc. 2010 - Present
Dorchester Capital Advisors, LLC 2006 - 2010
Community Bank 2002 - 2005
Lipper & Company, LP 1997 - 2002
Mellon Bank 1989 - 1997
Skills
Investments, Hedge Funds, Asset Managment, Structured Finance, Private Equity, High Yield, Credit, Alternative Investments, Financial Markets, Fund Of Funds, Portfolio Management, Equities, Investment Management, Fixed Income, Asset Management, Due Diligence, Asset Allocation, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1989
MBA, Finance
Miami University 1981 — 1985
BA, Political Science, History
Casey Peters Casey Peters's Crestline Investors, Inc. Experience July 2011 - August 2012
Job Assistant Vice President at Pinnacle Trust Partners, LLC
Industry Venture Capital & Private Equity
Experience
Pinnacle Trust Partners, LLC July 2015 - Present
Mercury Capital Advisors April 2014 - July 2015
Mercury Capital Advisors August 2012 - March 2014
Crestline Investors, Inc. July 2011 - August 2012
Skills
Financial Modeling, Alternative Investments, Private Equity, Financial Analysis, Valuation, Bloomberg, Hedge Funds, Investments, Equities, Research, Quantitative Analytics, Fund Of Funds, Series 7, Economics, Venture Capital, Asset Managment, Investment Strategies, Series 63, Asset Management, Microsoft Excel
Education
Duke University 2007 — 2011
B.S., Economics. B.A., Environmental Science and Policy
Pinnacle Trust Partners, LLC July 2015 - Present
Mercury Capital Advisors April 2014 - July 2015
Mercury Capital Advisors August 2012 - March 2014
Crestline Investors, Inc. July 2011 - August 2012
Skills
Financial Modeling, Alternative Investments, Private Equity, Financial Analysis, Valuation, Bloomberg, Hedge Funds, Investments, Equities, Research, Quantitative Analytics, Fund Of Funds, Series 7, Economics, Venture Capital, Asset Managment, Investment Strategies, Series 63, Asset Management, Microsoft Excel
Education
Duke University 2007 — 2011
B.S., Economics. B.A., Environmental Science and Policy
Hunter Cardwell, CFA Hunter Cardwell, CFA's Crestline Investors, Inc. Experience June 2014 - August 2014
Job Finance Analyst at Endurance Resources
Industry Oil & Energy
Experience
Endurance Resources LLC June 2015 - Present
Suds for Cuba December 2011 - Present
Crestline Investors, Inc. June 2014 - August 2014
Disiere Holdings March 2009 - July 2013
Cardwell Brothers Automotive Group December 2009 - March 2013
Skills
Investments, Equities, Finance, Portfolio Management, Insurance, Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Bloomberg, Strategic Planning
Education
Duke University - Fuqua School of Business 2013 — 2015
MBA, Class of 2015, Energy Finance, Strategy, Decision Sciences
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Economics
University of Oxford 2006 — 2006
International Markets, History, English
Carroll High School
Endurance Resources LLC June 2015 - Present
Suds for Cuba December 2011 - Present
Crestline Investors, Inc. June 2014 - August 2014
Disiere Holdings March 2009 - July 2013
Cardwell Brothers Automotive Group December 2009 - March 2013
Skills
Investments, Equities, Finance, Portfolio Management, Insurance, Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Bloomberg, Strategic Planning
Education
Duke University - Fuqua School of Business 2013 — 2015
MBA, Class of 2015, Energy Finance, Strategy, Decision Sciences
Southern Methodist University - Cox School of Business 2004 — 2008
Finance, Economics
University of Oxford 2006 — 2006
International Markets, History, English
Carroll High School
Barbara Kent Barbara Kent's Crestline Investors, Inc. Experience August 2004 - Present
Job Administrative Assistant at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. August 2004 - Present
HBK Investments June 1996 - September 1999
Skills
Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Accounting, Customer Service, Microsoft Word, PowerPoint, Finance, Management
Education
University of Iowa 1965 — 1969
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Crestline Investors, Inc. August 2004 - Present
HBK Investments June 1996 - September 1999
Skills
Financial Analysis, Microsoft Excel, Investments, Microsoft Office, Accounting, Customer Service, Microsoft Word, PowerPoint, Finance, Management
Education
University of Iowa 1965 — 1969
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Jeremiah Loeffler, CPA Jeremiah Loeffler, CPA's Crestline Investors, Inc. Experience October 2012 - Present
Job Director of Operations at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. October 2012 - Present
Crestline Investors, Inc. July 2010 - October 2012
Maverick Capital Ltd. May 2005 - July 2010
KPMG LLP January 2002 - April 2005
Skills
Investments, Asset Management, Hedge Funds, Due Diligence, Investors, Accounting, Fund Of Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
M.B.A., Business
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
BBA, Accounting & Finance (double)
White Bear Lake High School, MN 1994 — 1998
Crestline Investors, Inc. October 2012 - Present
Crestline Investors, Inc. July 2010 - October 2012
Maverick Capital Ltd. May 2005 - July 2010
KPMG LLP January 2002 - April 2005
Skills
Investments, Asset Management, Hedge Funds, Due Diligence, Investors, Accounting, Fund Of Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
M.B.A., Business
Texas Christian University - M.J. Neeley School of Business 1998 — 2002
BBA, Accounting & Finance (double)
White Bear Lake High School, MN 1994 — 1998
Andria Hoflen's Crestline Investors, Inc. Experience November 2014 - June 2015
Job Senior Accountant at OpenView Venture Partners
Industry Accounting
Experience
OpenView Venture Partners July 2015 - Present
Crestline Investors, Inc. November 2014 - June 2015
Chalk Mountain Services December 2013 - November 2014
Skills
GAAP, ADP, Accounts Payable, Microsoft Office, Microsoft Excel, ADP Payroll, Accruals, Account Reconciliation, Multi Tasking, Meet Deadlines, Customer Service, Close Attention to..., Accounts Receivable, Employee Benefits, QuickBooks, Journal Entries, 10 Key, Monthly Close, Fixed Assets, Bank Reconciliation, General Ledger, Pivot Tables, Management
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Accounting, 3.8
University of New Hampshire 2005 — 2009
Bachelor of Arts (BA), Sociology. Minor in Business Administration.
OpenView Venture Partners July 2015 - Present
Crestline Investors, Inc. November 2014 - June 2015
Chalk Mountain Services December 2013 - November 2014
Skills
GAAP, ADP, Accounts Payable, Microsoft Office, Microsoft Excel, ADP Payroll, Accruals, Account Reconciliation, Multi Tasking, Meet Deadlines, Customer Service, Close Attention to..., Accounts Receivable, Employee Benefits, QuickBooks, Journal Entries, 10 Key, Monthly Close, Fixed Assets, Bank Reconciliation, General Ledger, Pivot Tables, Management
Education
The University of Texas at Dallas 2011 — 2013
Master of Science (M.S.), Accounting, 3.8
University of New Hampshire 2005 — 2009
Bachelor of Arts (BA), Sociology. Minor in Business Administration.
Stephanie Moore, CPA's Crestline Investors, Inc. Experience November 2012 - May 2013
Job Associate at SandsPoint Capital Advisors LLC
Industry Accounting
Experience
SandsPoint Capital Advisors LLC November 2013 - Present
Crestline Investors, Inc. November 2012 - May 2013
PricewaterhouseCoopers September 2010 - November 2012
TPG Capital September 2009 - September 2010
PricewaterhouseCoopers January 2009 - March 2009
M3 Networks June 2007 - December 2008
Skills
US GAAP, Internal Controls, Financial Accounting, Financial Reporting, Accounting, Auditing, Financial Statements, Financial Analysis, Variance Analysis, SEC filings, GAAP, Valuation, Analysis
Education
The University of Texas at Arlington - College of Business 2008 — 2010
BBA and MSA, Accounting
The University of Texas at Austin 1998 — 2002
SandsPoint Capital Advisors LLC November 2013 - Present
Crestline Investors, Inc. November 2012 - May 2013
PricewaterhouseCoopers September 2010 - November 2012
TPG Capital September 2009 - September 2010
PricewaterhouseCoopers January 2009 - March 2009
M3 Networks June 2007 - December 2008
Skills
US GAAP, Internal Controls, Financial Accounting, Financial Reporting, Accounting, Auditing, Financial Statements, Financial Analysis, Variance Analysis, SEC filings, GAAP, Valuation, Analysis
Education
The University of Texas at Arlington - College of Business 2008 — 2010
BBA and MSA, Accounting
The University of Texas at Austin 1998 — 2002
Aaron Foss Aaron Foss's Crestline Investors, Inc. Experience September 2007 - April 2010
Job Data Scientist and Portfolio Manager Doing Cool Things with Data
Industry Investment Management
Experience
JPVS Trading July 2013 - Present
Center for Research in Security Prices May 2012 - July 2013
Fidelity Investments June 2011 - August 2011
Crestline Investors, Inc. September 2007 - April 2010
BMO Capital Markets August 2006 - September 2007
Cascadia Capital May 2005 - July 2006
Viscogliosi Brothers / Small Bone Innovations September 2004 - May 2005
Skills
R, Matlab, Bloomberg, Factset, Capital IQ, Statistics, Financial Analysis, Financial Modeling, Econometrics, Economics, Corporate Finance, Quantitative Finance, Quantitative Research, Investment Strategies, Alternative Assets, Alternative Investments, Hedge Funds, Investments, Fundamental Analysis, Mutual Funds, Analytics, Data Analysis, Equity Derivatives, SQL, Portfolio Management, Valuation, Equities, Investment Banking, Fixed Income, Mergers & Acquisitions, Finance, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BA
JPVS Trading July 2013 - Present
Center for Research in Security Prices May 2012 - July 2013
Fidelity Investments June 2011 - August 2011
Crestline Investors, Inc. September 2007 - April 2010
BMO Capital Markets August 2006 - September 2007
Cascadia Capital May 2005 - July 2006
Viscogliosi Brothers / Small Bone Innovations September 2004 - May 2005
Skills
R, Matlab, Bloomberg, Factset, Capital IQ, Statistics, Financial Analysis, Financial Modeling, Econometrics, Economics, Corporate Finance, Quantitative Finance, Quantitative Research, Investment Strategies, Alternative Assets, Alternative Investments, Hedge Funds, Investments, Fundamental Analysis, Mutual Funds, Analytics, Data Analysis, Equity Derivatives, SQL, Portfolio Management, Valuation, Equities, Investment Banking, Fixed Income, Mergers & Acquisitions, Finance, Analysis
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania 2000 — 2004
BA
Cathleen Redus Cathleen Redus's Crestline Investors, Inc. Experience July 2011 - Present
Job Portfolio Construction Senior Analyst at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. July 2011 - Present
KPMG US August 2008 - June 2011
Skills
CPA
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
Master of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Crestline Investors, Inc. July 2011 - Present
KPMG US August 2008 - June 2011
Skills
CPA
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
Master of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Peter Shaheen's Crestline Investors, Inc. Experience May 2010 - August 2010
Job Value Manager at Workday
Industry Computer Software
Experience
Workday August 2014 - Present
SAP January 2014 - August 2014
SAP June 2012 - January 2014
SAP July 2011 - June 2012
Crestline Investors, Inc. May 2010 - August 2010
Deutsche Bank June 2008 - August 2008
Skills
Financial Modeling, Deal Structuring, Direct Sales, Demand Generation, Creative Marketing..., Strategic Technology..., Earned Value Management, Customer Reference, Business Turn-arounds, Marketing, Negotiation, Strategy, Mergers & Acquisitions, Management, Sales
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Financial Analysis and Strategy
Duke University 2005 — 2009
Bachelors, Economics
The Lawrenceville School 2001 — 2005
High School
SDA Bocconi
MBA, Business
Workday August 2014 - Present
SAP January 2014 - August 2014
SAP June 2012 - January 2014
SAP July 2011 - June 2012
Crestline Investors, Inc. May 2010 - August 2010
Deutsche Bank June 2008 - August 2008
Skills
Financial Modeling, Deal Structuring, Direct Sales, Demand Generation, Creative Marketing..., Strategic Technology..., Earned Value Management, Customer Reference, Business Turn-arounds, Marketing, Negotiation, Strategy, Mergers & Acquisitions, Management, Sales
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Financial Analysis and Strategy
Duke University 2005 — 2009
Bachelors, Economics
The Lawrenceville School 2001 — 2005
High School
SDA Bocconi
MBA, Business
Jorge de Lafuente Jorge de Lafuente's Crestline Investors, Inc. Experience April 2010 - July 2010
Job Director Operational Due Diligence at Texas Treasury Safekeeping Trust Company
Industry Investment Management
Experience
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
Texas Treasury Safekeeping Trust Company November 2010 - Present
Crestline Investors, Inc. April 2010 - July 2010
Austin Capital Management August 2007 - March 2009
Citigroup January 2005 - July 2007
Bear Stearns October 2001 - October 2003
Salomon Smith Barney September 1998 - October 2001
Lehman Brothers November 1996 - July 1998
Smith Barney, Inc. August 1992 - June 1996
Lehman Brothers November 1990 - August 1992
Skills
Operational Due..., Operational Risk, Hedge Funds, Private Equity, Real Estate, Fund Linked Derivatives, CPPI, Portable Alpha, Structured Credit..., ISDA negotiations, Total Return Swaps, Credit Derivatives, Interest Rate Swaps, Swaptions, Fund Of Funds, Fixed Income, Structured Products, Middle Office, Alternative Investments, Operational Risk..., Investment Banking, Asset Management, Portfolio Management
Education
St. Mary's University 1985 — 1990
Bachelor of Business Administration (BBA), International Business
John F. Varghese's Crestline Investors, Inc. Experience May 2015 - Present
Job Analyst Opportunistic Strategies at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. May 2015 - Present
Fidelity Investments January 2014 - May 2015
Baylor Health Care System June 2013 - August 2013
WallStreetOasis.com January 2013 - June 2013
Sethi Petroleum LLC July 2012 - September 2012
Suggs Law Firm October 2011 - June 2012
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Data Entry, Inventory Management, Time Management, Teamwork, Facebook, Project Management, Research, Sales, Financial Analysis, Social Media, Data Analysis, Financial Modeling, Value Stream Mapping, Business Process..., Lean IT, Business Analysis, Investment Analysis, Valuation
Education
The University of Texas - Arlington 2009 — 2013
Bachelors in Business Administration, Finance & Business Management
LSU
Accounting
Crestline Investors, Inc. May 2015 - Present
Fidelity Investments January 2014 - May 2015
Baylor Health Care System June 2013 - August 2013
WallStreetOasis.com January 2013 - June 2013
Sethi Petroleum LLC July 2012 - September 2012
Suggs Law Firm October 2011 - June 2012
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Data Entry, Inventory Management, Time Management, Teamwork, Facebook, Project Management, Research, Sales, Financial Analysis, Social Media, Data Analysis, Financial Modeling, Value Stream Mapping, Business Process..., Lean IT, Business Analysis, Investment Analysis, Valuation
Education
The University of Texas - Arlington 2009 — 2013
Bachelors in Business Administration, Finance & Business Management
LSU
Accounting
Will Palmer's Crestline Investors, Inc. Experience April 2015 - Present
Job Director at Crestline Investors, Inc.
Industry Investment Banking
Experience
Crestline Investors, Inc. April 2015 - Present
Goldman Sachs August 2006 - March 2015
Houlihan Lokey Howard & Zukin July 2004 - July 2006
Q Investments September 2003 - May 2004
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Due Diligence, DCF, Alternative Investments, Recapitalizations, Asset Managment
Education
Texas Christian University 2000 — 2004
BBA
Arlington Heights High School 1996 — 2000
Crestline Investors, Inc. April 2015 - Present
Goldman Sachs August 2006 - March 2015
Houlihan Lokey Howard & Zukin July 2004 - July 2006
Q Investments September 2003 - May 2004
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Due Diligence, DCF, Alternative Investments, Recapitalizations, Asset Managment
Education
Texas Christian University 2000 — 2004
BBA
Arlington Heights High School 1996 — 2000
Rhoni Wiswall's Crestline Investors, Inc. Experience November 2009 - June 2014
Job Managing Director at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2014 - Present
Portland Community College September 2013 - Present
St. Andrew's Nativity School June 2013 - Present
The Oregon Community Foundation 2010 - Present
Meals on Wheels People September 2010 - Present
Bridge Meadows Oregon 2009 - Present
American Cancer Society Western Region January 2012 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Jesuit High School 2008 - June 2014
Skills
Alternative Investments
Education
George Fox University 1989 — 1991
Neuberger Berman July 2014 - Present
Portland Community College September 2013 - Present
St. Andrew's Nativity School June 2013 - Present
The Oregon Community Foundation 2010 - Present
Meals on Wheels People September 2010 - Present
Bridge Meadows Oregon 2009 - Present
American Cancer Society Western Region January 2012 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Crestline Investors, Inc. November 2009 - June 2014
Jesuit High School 2008 - June 2014
Skills
Alternative Investments
Education
George Fox University 1989 — 1991
Aditya Barman's Crestline Investors, Inc. Experience 2010 - 2011
Job
Industry Computer Software
Experience
Idaho Department of Labor 2012 - Present
TEK Systems January 2011 - February 2012
People to People Ambassador Programs January 2011 - February 2012
Hewlett-Packard 2011 - 2011
Crestline Investors, Inc. 2010 - 2011
Intel Corporation 2010 - 2010
Alcon Laboratories, Inc. 2008 - 2009
Micron Tech January 1999 - July 2008
Spherion 2000 - 2001
Fujitsu Technology Solutions 1998 - 2000
Skills
C#, WCF, C++, Visual Basic, T-SQL, ASP.NET, .NET, WPF, ASP.NET MVC, Visual Studio, Software Development, XML, SQL Server, SQL, Application Development, IIS, C, Web Services, SharePoint, Database Design, Agile, JavaScript, VB.NET, LINQ, Databases, SSRS, HTML, Windows, Perl, Design Patterns, AJAX, jQuery, Programming, Software Engineering, SOA, Subversion, Enterprise Architecture, UML, PL/SQL, WinForms, Visio, Linux, Web Development, ADO.NET, OOP, Microsoft SQL Server, Agile Methodologies, Web Applications, TFS, Integration
Education
University of Illinois at Urbana-Champaign
University of Idaho
University of Calcutta
Bachelor of Science (B.S.)
Boise State University
Hindu School
HS
Idaho Department of Labor 2012 - Present
TEK Systems January 2011 - February 2012
People to People Ambassador Programs January 2011 - February 2012
Hewlett-Packard 2011 - 2011
Crestline Investors, Inc. 2010 - 2011
Intel Corporation 2010 - 2010
Alcon Laboratories, Inc. 2008 - 2009
Micron Tech January 1999 - July 2008
Spherion 2000 - 2001
Fujitsu Technology Solutions 1998 - 2000
Skills
C#, WCF, C++, Visual Basic, T-SQL, ASP.NET, .NET, WPF, ASP.NET MVC, Visual Studio, Software Development, XML, SQL Server, SQL, Application Development, IIS, C, Web Services, SharePoint, Database Design, Agile, JavaScript, VB.NET, LINQ, Databases, SSRS, HTML, Windows, Perl, Design Patterns, AJAX, jQuery, Programming, Software Engineering, SOA, Subversion, Enterprise Architecture, UML, PL/SQL, WinForms, Visio, Linux, Web Development, ADO.NET, OOP, Microsoft SQL Server, Agile Methodologies, Web Applications, TFS, Integration
Education
University of Illinois at Urbana-Champaign
University of Idaho
University of Calcutta
Bachelor of Science (B.S.)
Boise State University
Hindu School
HS
Luzcille Carrillo-Hall's Crestline Investors, Inc. Experience September 2007 - Present
Job Accounting Assistant at Crestline Investors, Inc.
Industry Logistics and Supply Chain
Experience
Crestline Investors, Inc. September 2007 - Present
Momentive Performance Materials January 2007 - August 2007
General Electric August 2002 - December 2006
Education
Tarrant County College 2006 — 2008
Crestline Investors, Inc. September 2007 - Present
Momentive Performance Materials January 2007 - August 2007
General Electric August 2002 - December 2006
Education
Tarrant County College 2006 — 2008
Randy Griffith, CAIA's Crestline Investors, Inc. Experience January 2007 - August 2013
Job Senior Manager, Absolute Returns at UAW Retiree Medical Benefits Trust
Industry Investment Management
Experience
UAW Retiree Medical Benefits Trust September 2013 - Present
Crestline Investors, Inc. January 2007 - August 2013
UAF School of Management September 2005 - December 2006
Skills
Trading, Managed Futures, Volatility Arbitrage, Hedge Funds, Investment Strategies, Alternative Investments, FX trading, Asset Allocation, Quantitative Analytics, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Investments, Asset Management, Equities, Fixed Income, Due Diligence, Finance, FX Options, Investment Management, Valuation
Education
University of Alaska Fairbanks 2002 — 2006
BBA, Finance
UAW Retiree Medical Benefits Trust September 2013 - Present
Crestline Investors, Inc. January 2007 - August 2013
UAF School of Management September 2005 - December 2006
Skills
Trading, Managed Futures, Volatility Arbitrage, Hedge Funds, Investment Strategies, Alternative Investments, FX trading, Asset Allocation, Quantitative Analytics, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Investments, Asset Management, Equities, Fixed Income, Due Diligence, Finance, FX Options, Investment Management, Valuation
Education
University of Alaska Fairbanks 2002 — 2006
BBA, Finance
Chris Lawler's Crestline Investors, Inc. Experience January 2015 - August 2015
Job Senior Fund Accountant at Oak Hill Advisors L.P.
Industry Accounting
Experience
Oak Hill Advisors L.P. August 2015 - Present
Crestline Investors, Inc. January 2015 - August 2015
Crestline Investors, Inc. October 2011 - December 2014
PricewaterhouseCoopers September 2009 - September 2011
Nolan Catholic High School August 2001 - July 2009
Skills
Microsoft Office, Financial Accounting, Financial Modeling, Accounting, CPA, Financial Reporting, US GAAP
Education
The University of Texas at Arlington 2005 — 2009
MBA, MPA
University of Notre Dame 1998 — 2000
B.A., Theology
Oak Hill Advisors L.P. August 2015 - Present
Crestline Investors, Inc. January 2015 - August 2015
Crestline Investors, Inc. October 2011 - December 2014
PricewaterhouseCoopers September 2009 - September 2011
Nolan Catholic High School August 2001 - July 2009
Skills
Microsoft Office, Financial Accounting, Financial Modeling, Accounting, CPA, Financial Reporting, US GAAP
Education
The University of Texas at Arlington 2005 — 2009
MBA, MPA
University of Notre Dame 1998 — 2000
B.A., Theology
Keith Ellison's Crestline Investors, Inc. Experience May 2013 - August 2013
Job Analyst at Armory Funds
Industry Investment Management
Experience
Armory Capital Group September 2014 - Present
Crestline Investors, Inc. May 2013 - August 2013
Peace Corps June 2009 - October 2011
Redwood Capital Group January 2006 - June 2009
Education
Duke University - The Fuqua School of Business 2012 — 2014
MBA, Fuqua Scholar (Top 10% Graduating Class), First Year Dean's List
University of California, Los Angeles 2000 — 2004
BA, Economics and History
Mira Costa High School
Armory Capital Group September 2014 - Present
Crestline Investors, Inc. May 2013 - August 2013
Peace Corps June 2009 - October 2011
Redwood Capital Group January 2006 - June 2009
Education
Duke University - The Fuqua School of Business 2012 — 2014
MBA, Fuqua Scholar (Top 10% Graduating Class), First Year Dean's List
University of California, Los Angeles 2000 — 2004
BA, Economics and History
Mira Costa High School
Matt Schmitt's Crestline Investors, Inc. Experience February 2012 - Present
Job Senior Analyst Operational Due Diligence at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. February 2012 - Present
Alcon Laboratories, Inc. October 2011 - February 2012
KPMG Audit August 2008 - October 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Microsoft Office, Auditing, Internal Controls, Financial Modeling, Financial Accounting, CPA
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
Masters of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Finance and Accounting
Crestline Investors, Inc. February 2012 - Present
Alcon Laboratories, Inc. October 2011 - February 2012
KPMG Audit August 2008 - October 2011
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Microsoft Office, Auditing, Internal Controls, Financial Modeling, Financial Accounting, CPA
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
Masters of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Finance and Accounting
Chris Semple's Crestline Investors, Inc. Experience November 2011 - Present
Job Associate Portfolio Manager / Director at Crestline Investors, Inc.
Industry Banking
Experience
Crestline Investors, Inc. November 2011 - Present
Goldman Sachs April 2006 - November 2011
TQA Investors April 2002 - March 2006
Education
The University of Texas at Austin 1997 — 2001
Crestline Investors, Inc. November 2011 - Present
Goldman Sachs April 2006 - November 2011
TQA Investors April 2002 - March 2006
Education
The University of Texas at Austin 1997 — 2001
Ann Chin's Crestline Investors, Inc. Experience 2008 - 2010
Job Vice President at Trinitas Partners
Industry Venture Capital & Private Equity
Experience
Bocage Capital LLC 2012 - 2015
Spinner Global Technology Fund 2011 - 2011
Crestline Investors, Inc. 2008 - 2010
Deloitte Consulting 2006 - 2007
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Stanford University
BA
Bocage Capital LLC 2012 - 2015
Spinner Global Technology Fund 2011 - 2011
Crestline Investors, Inc. 2008 - 2010
Deloitte Consulting 2006 - 2007
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA
Stanford University
BA
Steve Richardson's Crestline Investors, Inc. Experience April 2013 - Present
Job Director & Associate Portfolio Manager at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. April 2013 - Present
Golub Capital 2012 - April 2013
D. E. Shaw & Co. 2005 - 2012
Morgan Stanley 2002 - 2005
Skills
Private Equity, Investments, Credit, Investment Banking, Equities, Valuation, Hedge Funds, Capital Markets, Loans, Portfolio Management
Education
Lehigh University 1997 — 2002
Bachelor of Science (BS), Business & Economics, High Honors
Crestline Investors, Inc. April 2013 - Present
Golub Capital 2012 - April 2013
D. E. Shaw & Co. 2005 - 2012
Morgan Stanley 2002 - 2005
Skills
Private Equity, Investments, Credit, Investment Banking, Equities, Valuation, Hedge Funds, Capital Markets, Loans, Portfolio Management
Education
Lehigh University 1997 — 2002
Bachelor of Science (BS), Business & Economics, High Honors
Chris Adirente's Crestline Investors, Inc. Experience May 2008 - September 2009
Job Sales / Marketing and Strategy / Brand Management
Industry Wine and Spirits
Experience
A.L. Romano Wine Co. March 2012 - Present
Well Beyond 55 2014 - Present
Broker Village March 2006 - Present
Noble Bridge Wealth Management September 2010 - February 2012
Lebenthal Wealth Advisors April 2010 - August 2010
Crestline Investors, Inc. May 2008 - September 2009
AXA Advisors October 2000 - February 2006
Prudential Financial September 1993 - September 2000
Skills
Portfolio Management, Wine Tasting, Investment Strategies, Asset Allocation, Wealth Management, Investments, Investment Management, Financial Services, Due Diligence, Retirement Planning, Securities, Hedge Funds, Investment Advisory, Risk Management, Investment Banking, Alternative Investments, Mutual Funds, Equities, Asset Management
Education
Bentley University
Bachelor's Degree, Economics/Finance
A.L. Romano Wine Co. March 2012 - Present
Well Beyond 55 2014 - Present
Broker Village March 2006 - Present
Noble Bridge Wealth Management September 2010 - February 2012
Lebenthal Wealth Advisors April 2010 - August 2010
Crestline Investors, Inc. May 2008 - September 2009
AXA Advisors October 2000 - February 2006
Prudential Financial September 1993 - September 2000
Skills
Portfolio Management, Wine Tasting, Investment Strategies, Asset Allocation, Wealth Management, Investments, Investment Management, Financial Services, Due Diligence, Retirement Planning, Securities, Hedge Funds, Investment Advisory, Risk Management, Investment Banking, Alternative Investments, Mutual Funds, Equities, Asset Management
Education
Bentley University
Bachelor's Degree, Economics/Finance
Matthew Cave's Crestline Investors, Inc. Experience March 2010 - Present
Job Middle Office Analyst at Crestline Investors, Inc.
Industry Financial Services
Experience
Crestline Investors, Inc. March 2010 - Present
Northwestern Mutual March 2009 - February 2010
Q Investments June 2001 - January 2009
PricewaterhouseCoopers September 1999 - June 2001
Skills
Accounting, Personal Finance, Securities, Financial Analysis, Hedge Funds, Financial Modeling, Private Equity, Portfolio Management, Corporate Finance, Due Diligence, Investments, Strategic Financial..., Financial Planners, Financial Reporting
Education
Abilene Christian University 1998 — 1999
Master of Accountancy, Accounting
Abilene Christian University 1994 — 1998
Bachelor of Business Administration, Accounting and Finance
Crestline Investors, Inc. March 2010 - Present
Northwestern Mutual March 2009 - February 2010
Q Investments June 2001 - January 2009
PricewaterhouseCoopers September 1999 - June 2001
Skills
Accounting, Personal Finance, Securities, Financial Analysis, Hedge Funds, Financial Modeling, Private Equity, Portfolio Management, Corporate Finance, Due Diligence, Investments, Strategic Financial..., Financial Planners, Financial Reporting
Education
Abilene Christian University 1998 — 1999
Master of Accountancy, Accounting
Abilene Christian University 1994 — 1998
Bachelor of Business Administration, Accounting and Finance
Ben Browning CPA, MBA's Crestline Investors, Inc. Experience March 2014 - Present
Job Senior Manager Fund Accounting at Crestline Investors, Inc.
Industry Venture Capital & Private Equity
Experience
Crestline Investors, Inc. March 2014 - Present
Cheldan Homes April 2012 - April 2014
TPG Capital, L.P. April 2006 - March 2012
Citi Assurance Services December 2002 - April 2006
Skills
Financial Reporting, GAAP, Accounting, Auditing, Financial Statements, Account Reconciliation, IFRS, Tax, Investments, Management, US GAAP, CPA, Variance Analysis, General Ledger, Financial Analysis, Financial Accounting, Fixed Assets
Education
Louisiana State University and Agricultural and Mechanical College
B.A., Accounting
The University of Texas at Arlington - College of Business Administration
MBA, Economics
University of Oklahoma - Price College of Business
B.B.A, Economics
Crestline Investors, Inc. March 2014 - Present
Cheldan Homes April 2012 - April 2014
TPG Capital, L.P. April 2006 - March 2012
Citi Assurance Services December 2002 - April 2006
Skills
Financial Reporting, GAAP, Accounting, Auditing, Financial Statements, Account Reconciliation, IFRS, Tax, Investments, Management, US GAAP, CPA, Variance Analysis, General Ledger, Financial Analysis, Financial Accounting, Fixed Assets
Education
Louisiana State University and Agricultural and Mechanical College
B.A., Accounting
The University of Texas at Arlington - College of Business Administration
MBA, Economics
University of Oklahoma - Price College of Business
B.B.A, Economics
David Calvert's Crestline Investors, Inc. Experience January 2015 - Present
Job Senior Associate at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. January 2015 - Present
Crestline Investors, Inc. September 2013 - December 2014
Cogent Partners December 2012 - August 2013
Cogent Partners December 2010 - November 2012
Raytheon December 2009 - November 2010
Rockwood Investment Partners September 2008 - December 2008
US Securities and Exchange Commission July 2008 - August 2008
Oxford Finance Corporation May 2008 - June 2008
Skills
Portfolio Performance..., Financial Modeling, Due Diligence, Valuation, Private Equity, Real Estate, Venture Capital, Hedge Funds, Asset Management, Financial Analysis, Analysis, Finance, Mutual Funds, Corporate Finance
Education
Southern Methodist University 2005 — 2009
Bachelor of Business Administration, Finance
The Potomac School 2001 — 2005
Crestline Investors, Inc. January 2015 - Present
Crestline Investors, Inc. September 2013 - December 2014
Cogent Partners December 2012 - August 2013
Cogent Partners December 2010 - November 2012
Raytheon December 2009 - November 2010
Rockwood Investment Partners September 2008 - December 2008
US Securities and Exchange Commission July 2008 - August 2008
Oxford Finance Corporation May 2008 - June 2008
Skills
Portfolio Performance..., Financial Modeling, Due Diligence, Valuation, Private Equity, Real Estate, Venture Capital, Hedge Funds, Asset Management, Financial Analysis, Analysis, Finance, Mutual Funds, Corporate Finance
Education
Southern Methodist University 2005 — 2009
Bachelor of Business Administration, Finance
The Potomac School 2001 — 2005
Green, Alex's Crestline Investors, Inc. Experience July 2004 - February 2014
Job Owner & Chief Investment Officer of CALCULATED TRADING LLC
Industry Investment Management
Experience
CALCULATED TRADING LLC April 2014 - Present
Crestline Investors, Inc. July 2004 - February 2014
Freddie Mac July 2000 - June 2004
PointDirex June 1999 - June 2000
Atlantic Portfolio Analytics and Management 1998 - 1999
APAM, Inc 1998 - 1999
Skills
Capital Markets, Alternative Investments, Fixed Income, Investments, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Asset Management, Investment Strategies, Asset Allocation, Bloomberg, Portfolio Management, Trading, Valuation, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1997
MSF, Finance
University of Florida 1991 — 1995
BSBA, Finance
University of Florida - Warrington College of Business Administration 1991 — 1995
BSBA, Finance
Lake Mary High School 1988 — 1991
CALCULATED TRADING LLC April 2014 - Present
Crestline Investors, Inc. July 2004 - February 2014
Freddie Mac July 2000 - June 2004
PointDirex June 1999 - June 2000
Atlantic Portfolio Analytics and Management 1998 - 1999
APAM, Inc 1998 - 1999
Skills
Capital Markets, Alternative Investments, Fixed Income, Investments, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Asset Management, Investment Strategies, Asset Allocation, Bloomberg, Portfolio Management, Trading, Valuation, Derivatives
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1997
MSF, Finance
University of Florida 1991 — 1995
BSBA, Finance
University of Florida - Warrington College of Business Administration 1991 — 1995
BSBA, Finance
Lake Mary High School 1988 — 1991
Allison McGee-Ortegon's Crestline Investors, Inc. Experience May 2010 - Present
Job Developer at Crestline Investors, Inc.
Industry Financial Services
Experience
Crestline Investors, Inc. May 2010 - Present
ThinkCash 2007 - May 2010
Payday One October 2006 - May 2010
Homecomings Financial June 2002 - October 2007
GMAC ResCap June 2002 - October 2007
Education
Texas A&M University 1997 — 2001
BS, Computer Science
Crestline Investors, Inc. May 2010 - Present
ThinkCash 2007 - May 2010
Payday One October 2006 - May 2010
Homecomings Financial June 2002 - October 2007
GMAC ResCap June 2002 - October 2007
Education
Texas A&M University 1997 — 2001
BS, Computer Science
Charles Smiley, CFA's Crestline Investors, Inc. Experience June 2009 - May 2012
Job Associate at Main Street Capital Corporation
Industry Venture Capital & Private Equity
Experience
Main Street Capital Corporation May 2012 - Present
Crestline Investors, Inc. June 2009 - May 2012
Skills
Hedge Funds, Fixed Income, Portfolio Management, Investments
Education
Florida State University - College of Business
Bachelor of Science in Finance
Main Street Capital Corporation May 2012 - Present
Crestline Investors, Inc. June 2009 - May 2012
Skills
Hedge Funds, Fixed Income, Portfolio Management, Investments
Education
Florida State University - College of Business
Bachelor of Science in Finance
Nowlin Randolph's Crestline Investors, Inc. Experience 2002 - Present
Job Managing Director/Head of Research at Crestline Investors
Industry Investment Management
Experience
Crestline Investors, Inc. 2002 - Present
Perot Investments 1998 - 2002
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Equities, Asset Managment, Portfolio Management, Investments, Asset Allocation, Capital Markets, Due Diligence, Financial Risk...
Education
Sewanee-The University of the South 1990 — 1994
BA, Mathematics
Crestline Investors, Inc. 2002 - Present
Perot Investments 1998 - 2002
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Equities, Asset Managment, Portfolio Management, Investments, Asset Allocation, Capital Markets, Due Diligence, Financial Risk...
Education
Sewanee-The University of the South 1990 — 1994
BA, Mathematics
Grant Eason's Crestline Investors, Inc. Experience March 2010 - May 2011
Job Senior Associate at Stonehenge Capital
Industry Financial Services
Experience
Stonehenge Capital February 2015 - Present
Stonehenge Capital August 2013 - February 2015
Stephens Inc. June 2011 - August 2013
Crestline Investors, Inc. March 2010 - May 2011
egrips May 2009 - July 2009
Adams and Reese Law Firm May 2006 - August 2006
Skills
Capital IQ, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Equity Research
Education
Texas Christian University 2007 — 2011
Neeley School of Business - Bachelor, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Stonehenge Capital February 2015 - Present
Stonehenge Capital August 2013 - February 2015
Stephens Inc. June 2011 - August 2013
Crestline Investors, Inc. March 2010 - May 2011
egrips May 2009 - July 2009
Adams and Reese Law Firm May 2006 - August 2006
Skills
Capital IQ, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Equity Research
Education
Texas Christian University 2007 — 2011
Neeley School of Business - Bachelor, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Hamza Malik's Crestline Investors, Inc. Experience March 2015 - Present
Job Risk Manager at Crestline Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. March 2015 - Present
Fannie Mae March 2013 - February 2015
Lockheed Martin November 2011 - March 2013
Johns Hopkins University Carey Business School May 2010 - May 2011
NetSol Technologies Inc. August 2008 - December 2009
Ameer Associates September 2006 - August 2008
Ernst & Young June 2006 - September 2006
Skills
Equity Research, Capital Markets, Monte Carlo Simulation, Quantitative Analytics, Investments, Bloomberg Terminal, Portfolio Management, Analysis, DCF, Finance, Investment Strategies, Portfolio Optimization, Matlab, Risk Analysis, Valuation, Research, CAPM, Business Plan Evaluation, Stock Picking, Global Asset Allocation, Morningstar, Factset, Fundamental Research, Firm Valuation, C++, SQL, Alpha generation, Linear Regression, Asset Pricing, Options Pricing, DDM, credit risk, VAR, SAS programming, Fixed Income, BlackRock Aladdin, Intex Desktop, Credit Risk, Bloomberg, Equities, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Business Analysis, Management, Corporate Finance
Education
The Johns Hopkins University - Carey Business School 2010 — 2011
MSc, Finance
Lahore University of Management Sciences 2003 — 2007
BSc Honours, Accounting & Finance Major
Choueifat 1997 — 2003
Crestline Investors, Inc. March 2015 - Present
Fannie Mae March 2013 - February 2015
Lockheed Martin November 2011 - March 2013
Johns Hopkins University Carey Business School May 2010 - May 2011
NetSol Technologies Inc. August 2008 - December 2009
Ameer Associates September 2006 - August 2008
Ernst & Young June 2006 - September 2006
Skills
Equity Research, Capital Markets, Monte Carlo Simulation, Quantitative Analytics, Investments, Bloomberg Terminal, Portfolio Management, Analysis, DCF, Finance, Investment Strategies, Portfolio Optimization, Matlab, Risk Analysis, Valuation, Research, CAPM, Business Plan Evaluation, Stock Picking, Global Asset Allocation, Morningstar, Factset, Fundamental Research, Firm Valuation, C++, SQL, Alpha generation, Linear Regression, Asset Pricing, Options Pricing, DDM, credit risk, VAR, SAS programming, Fixed Income, BlackRock Aladdin, Intex Desktop, Credit Risk, Bloomberg, Equities, Risk Management, Financial Risk, Financial Analysis, Financial Modeling, Business Analysis, Management, Corporate Finance
Education
The Johns Hopkins University - Carey Business School 2010 — 2011
MSc, Finance
Lahore University of Management Sciences 2003 — 2007
BSc Honours, Accounting & Finance Major
Choueifat 1997 — 2003
Jeff Marcinowski, CFA's Crestline Investors, Inc. Experience December 2006 - Present
Job Director at Crestline Investors, Inc.
Industry Financial Services
Experience
Crestline Investors, Inc. December 2006 - Present
Education
Texas Christian University 2001 — 2006
BBA, Finance
Crestline Investors, Inc. December 2006 - Present
Education
Texas Christian University 2001 — 2006
BBA, Finance
Graham Ballard, CAIA's Crestline Investors, Inc. Experience April 2012 - Present
Job Analyst at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. April 2012 - Present
Texas Permanent School Fund February 2007 - March 2012
National Western Life June 2004 - August 2004
Skills
Investments, Hedge Funds, Portfolio Management, Investment Management, Financial Modeling, Investment Banking, Financial Risk, Valuation, Equities, Fixed Income, Due Diligence, Mutual Funds, Strategy, Alternative Investments
Education
The University of Kansas 2002 — 2006
Finance
Crestline Investors, Inc. April 2012 - Present
Texas Permanent School Fund February 2007 - March 2012
National Western Life June 2004 - August 2004
Skills
Investments, Hedge Funds, Portfolio Management, Investment Management, Financial Modeling, Investment Banking, Financial Risk, Valuation, Equities, Fixed Income, Due Diligence, Mutual Funds, Strategy, Alternative Investments
Education
The University of Kansas 2002 — 2006
Finance
Jonathan Rude's Crestline Investors, Inc. Experience September 2011 - Present
Job Assistant General Counsel at Crestline Investors, Inc.
Industry Law Practice
Experience
Crestline Investors, Inc. September 2011 - Present
Patton Boggs LLP June 2003 - August 2011
Skills
Finance, Business Development, Investments, Corporate Governance, Mergers & Acquisitions, Corporate Law, Commercial Litigation, Mutual Funds, Mergers, Corporate Finance, Legal Advice, Due Diligence, Legal Research, Banking, Private Equity
Education
The University of Texas at Austin 1995 — 1999
BA, Plan II
The University of Texas at Austin
Crestline Investors, Inc. September 2011 - Present
Patton Boggs LLP June 2003 - August 2011
Skills
Finance, Business Development, Investments, Corporate Governance, Mergers & Acquisitions, Corporate Law, Commercial Litigation, Mutual Funds, Mergers, Corporate Finance, Legal Advice, Due Diligence, Legal Research, Banking, Private Equity
Education
The University of Texas at Austin 1995 — 1999
BA, Plan II
The University of Texas at Austin
Albert Chen's Crestline Investors, Inc. Experience June 2008 - August 2008
Job Associate at LS Power
Industry Venture Capital & Private Equity
Experience
LS Power September 2015 - Present
Trilantic Capital Partners August 2013 - July 2015
Goldman Sachs July 2011 - July 2013
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - August 2009
PwC February 2009 - April 2009
Crestline Investors, Inc. June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Master in Professional Accounting, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Accounting/Finance
LS Power September 2015 - Present
Trilantic Capital Partners August 2013 - July 2015
Goldman Sachs July 2011 - July 2013
Bank of America Merrill Lynch July 2010 - July 2011
Bank of America Merrill Lynch June 2009 - August 2009
PwC February 2009 - April 2009
Crestline Investors, Inc. June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Capital Markets, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Master in Professional Accounting, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Accounting/Finance
Jonathan Samorajski's Crestline Investors, Inc. Experience June 2010 - August 2010
Job National Promotions Manager at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev January 2015 - Present
Anheuser-Busch InBev October 2013 - January 2015
Anheuser-Busch InBev May 2013 - October 2013
Anheuser-Busch InBev July 2012 - May 2013
McKinley Capital Management June 2012 - July 2012
Princeton First Aid & Rescue Squad September 2009 - February 2012
Robert Wood Johnson Foundation June 2011 - August 2011
Crestline Investors, Inc. June 2010 - August 2010
McKinley Capital Management June 2008 - August 2008
Skills
Java, C, R, Microsoft Office, Prezi, VBA, Bloomberg, SQL, Python
Education
Princeton University 2008 — 2012
AB, Mathematics
Portsmouth Abbey School 2004 — 2008
Anheuser-Busch InBev January 2015 - Present
Anheuser-Busch InBev October 2013 - January 2015
Anheuser-Busch InBev May 2013 - October 2013
Anheuser-Busch InBev July 2012 - May 2013
McKinley Capital Management June 2012 - July 2012
Princeton First Aid & Rescue Squad September 2009 - February 2012
Robert Wood Johnson Foundation June 2011 - August 2011
Crestline Investors, Inc. June 2010 - August 2010
McKinley Capital Management June 2008 - August 2008
Skills
Java, C, R, Microsoft Office, Prezi, VBA, Bloomberg, SQL, Python
Education
Princeton University 2008 — 2012
AB, Mathematics
Portsmouth Abbey School 2004 — 2008
Jennifer Dorough's Crestline Investors, Inc. Experience May 2010 - Present
Job Associate at Crestline Investors, Inc.
Industry Investment Management
Experience
Crestline Investors, Inc. May 2010 - Present
ORIX Corporation November 2007 - May 2010
Lennar February 2004 - November 2007
Skills
Asset Management, Real Estate, Asset Managment, Financial Analysis, Investments, Finance, Financial Reporting, Due Diligence, Credit, Portfolio Management, Contract Negotiation, Hedge Funds, Team Building
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
Crestline Investors, Inc. May 2010 - Present
ORIX Corporation November 2007 - May 2010
Lennar February 2004 - November 2007
Skills
Asset Management, Real Estate, Asset Managment, Financial Analysis, Investments, Finance, Financial Reporting, Due Diligence, Credit, Portfolio Management, Contract Negotiation, Hedge Funds, Team Building
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance