CSG Investments
Description
Address: 6000 Legacy Dr, Plano, TX 75024 Hours: Open ⋅ Closes 5PM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (469) 467-5900Place name: Website: : : : : : : Category: Website: https://www.csginvestments.com/ Category: Investment service 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? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CSG Investments Inc Posting publicly on the Web Write a review Reviews 1 Google review
CSG Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CSG Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
CSG Investments Salaries. You can even request information on how much does CSG Investments pay if you want to. Learn about salaries, pros and cons of working for CSG Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 CSG Investments employees in database. Find out everything there's to know about CSG Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CSG Investments Employees
Employee
Years
Job
Industry
Drew Hayes, CFA Drew Hayes, CFA's CSG Investments Experience March 2009 - June 2012
Job Senior Vice President, Equipment Finance at Community Trust Bank
Industry Financial Services
Experience
Community Trust Bank October 2014 - Present
Alliance Partners June 2012 - September 2014
CSG Investments March 2009 - June 2012
Beal Bank March 2009 - June 2012
MedCapital Group January 2003 - February 2009
Rushmore Financial Group April 1999 - May 2002
Summit Trading, Inc. July 1997 - March 1999
Cornerstone Securities Corporation July 1995 - June 1997
Skills
Valuation, Capital Markets, Investments, Finance, Financial Modeling, Due Diligence, Credit, Fixed Income, Business Development, Portfolio Management, Financial Analysis, Start-ups, Loans, Mergers & Acquisitions, Acquisitions, Asset Management, Credit Analysis, Strategy, Financial Structuring, Loan Origination, Underwriting, Executive Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Texas at Dallas - Naveen Jindal School of Management
Bachelor of Science (BS), Business Administration
Community Trust Bank October 2014 - Present
Alliance Partners June 2012 - September 2014
CSG Investments March 2009 - June 2012
Beal Bank March 2009 - June 2012
MedCapital Group January 2003 - February 2009
Rushmore Financial Group April 1999 - May 2002
Summit Trading, Inc. July 1997 - March 1999
Cornerstone Securities Corporation July 1995 - June 1997
Skills
Valuation, Capital Markets, Investments, Finance, Financial Modeling, Due Diligence, Credit, Fixed Income, Business Development, Portfolio Management, Financial Analysis, Start-ups, Loans, Mergers & Acquisitions, Acquisitions, Asset Management, Credit Analysis, Strategy, Financial Structuring, Loan Origination, Underwriting, Executive Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University - Cox School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Texas at Dallas - Naveen Jindal School of Management
Bachelor of Science (BS), Business Administration
Shlomit Davidov Levy Shlomit Davidov Levy's CSG Investments Experience August 2007 - Present
Job Vice President at CSG Investments
Industry Financial Services
Experience
CSG Investments August 2007 - Present
HP Indigo 2006 - 2006
Ex Libris June 2003 - January 2005
Harmonic 2000 - 2002
Taldor TICI January 1999 - December 2000
Skills
Investments, Financial Modeling, Analysis, Forecasting, Finance, Financial Analysis, Valuation, Mergers, Due Diligence, Asset Managment, Portfolio Management, Budgets, Risk Management, Corporate Finance, Credit, Financial Structuring, Fixed Income, Management, Asset Management, Mergers
Education
Bar-Ilan University 2002 — 2005
MBA, Business
University of Haifa 1995 — 1998
Economics
CSG Investments August 2007 - Present
HP Indigo 2006 - 2006
Ex Libris June 2003 - January 2005
Harmonic 2000 - 2002
Taldor TICI January 1999 - December 2000
Skills
Investments, Financial Modeling, Analysis, Forecasting, Finance, Financial Analysis, Valuation, Mergers, Due Diligence, Asset Managment, Portfolio Management, Budgets, Risk Management, Corporate Finance, Credit, Financial Structuring, Fixed Income, Management, Asset Management, Mergers
Education
Bar-Ilan University 2002 — 2005
MBA, Business
University of Haifa 1995 — 1998
Economics
Blake Latson Blake Latson's CSG Investments Experience March 2009 - February 2010
Job Investment Professional | Corporate Finance | Treasury Management
Industry Investment Management
Experience
Undisclosed Clients August 2012 - Present
Beal Bank 2010 - 2012
CSG Investments March 2009 - February 2010
Security Savings Bank 2007 - 2009
CSG Investments 2005 - 2007
Merrill Lynch January 2003 - December 2004
Southwest Securities 2000 - 2002
JCPenney 1995 - 2000
Deluxe Corporation 1989 - 1993
Skills
Investment Management, Portfolio Management, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Hedge Funds, Distressed Debt, Senior Debt, Fixed Income, Underwriting, Bonds, Commercial Banking, Credit, Financial Structuring, Mergers, Capital Structure, Loan Origination, Commercial Real Estate, REIT, Treasury Management, Loans, Banking, Securities, Mergers & Acquisitions, Valuation, Asset Management, Investments, Finance, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, International Business
Undisclosed Clients August 2012 - Present
Beal Bank 2010 - 2012
CSG Investments March 2009 - February 2010
Security Savings Bank 2007 - 2009
CSG Investments 2005 - 2007
Merrill Lynch January 2003 - December 2004
Southwest Securities 2000 - 2002
JCPenney 1995 - 2000
Deluxe Corporation 1989 - 1993
Skills
Investment Management, Portfolio Management, Corporate Finance, Investment Banking, Capital Markets, Alternative Investments, Hedge Funds, Distressed Debt, Senior Debt, Fixed Income, Underwriting, Bonds, Commercial Banking, Credit, Financial Structuring, Mergers, Capital Structure, Loan Origination, Commercial Real Estate, REIT, Treasury Management, Loans, Banking, Securities, Mergers & Acquisitions, Valuation, Asset Management, Investments, Finance, Due Diligence, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1993 — 1995
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1990
BBA, International Business
Paul Tigh Paul Tigh's CSG Investments Experience 2002 - 2007
Job Consulting Services at Montgomery Coscia Greilich LLP
Industry Accounting
Experience
Montgomery Coscia Greilich LLP 2007 - Present
CSG Investments 2002 - 2007
Source Media 1998 - 2002
Advanced Telemarketing Corporation 1995 - 1997
Scientific Atlanta 1991 - 1995
Bendix Corp / Allied-Signal, Inc. 1979 - 1991
United States Navy 1973 - 1977
Skills
Accredited Valuation..., Accounting, Finance, Restructuring, Internal Controls, Valuation, Due Diligence, Financial Modeling, Analysis, Mergers & Acquisitions, Financial Reporting, Leadership, Internal Audit, Process Improvement, Business Planning, US GAAP, Financial Audits, Corporate Tax, Tax, GAAP, Financial Analysis, Tax Preparation, CPA
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA
Syracuse University - Martin J. Whitman School of Management 1977 — 1979
B.S., Accounting / Law and Public Policy
Montgomery Coscia Greilich LLP 2007 - Present
CSG Investments 2002 - 2007
Source Media 1998 - 2002
Advanced Telemarketing Corporation 1995 - 1997
Scientific Atlanta 1991 - 1995
Bendix Corp / Allied-Signal, Inc. 1979 - 1991
United States Navy 1973 - 1977
Skills
Accredited Valuation..., Accounting, Finance, Restructuring, Internal Controls, Valuation, Due Diligence, Financial Modeling, Analysis, Mergers & Acquisitions, Financial Reporting, Leadership, Internal Audit, Process Improvement, Business Planning, US GAAP, Financial Audits, Corporate Tax, Tax, GAAP, Financial Analysis, Tax Preparation, CPA
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
MBA
Syracuse University - Martin J. Whitman School of Management 1977 — 1979
B.S., Accounting / Law and Public Policy
Holly Marsh Holly Marsh's CSG Investments Experience April 2009 - Present
Job Vice President at CSG Investments (an affiliate of Beal Bank and Beal Bank Nevada)
Industry Financial Services
Experience
CSG Investments April 2009 - Present
CSG Investments April 2011 - April 2013
Green Courte Partners 2008 - 2008
Skills
Valuation, Financial Advisory, Mergers & Acquisitions, Investments, Asset Management, Loans, Due Diligence, Banking, Asset Managment, Securities, Real Estate, Finance
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance
Southern Methodist University 2000 — 2004
Bachelor's, double major in Psychology and Spanish
CSG Investments April 2009 - Present
CSG Investments April 2011 - April 2013
Green Courte Partners 2008 - 2008
Skills
Valuation, Financial Advisory, Mergers & Acquisitions, Investments, Asset Management, Loans, Due Diligence, Banking, Asset Managment, Securities, Real Estate, Finance
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance
Southern Methodist University 2000 — 2004
Bachelor's, double major in Psychology and Spanish
Anna Prude Anna Prude's CSG Investments Experience May 2009 - August 2009
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch June 2011 - Present
Montgomery Coscia Greilich LLP May 2010 - August 2010
CSG Investments May 2009 - August 2009
Skills
Wealth Management..., Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 2006 — 2009
Bachelor's, Business Administration
Merrill Lynch June 2011 - Present
Montgomery Coscia Greilich LLP May 2010 - August 2010
CSG Investments May 2009 - August 2009
Skills
Wealth Management..., Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
Master of Business Administration (M.B.A.), Finance, General
Pepperdine University 2006 — 2009
Bachelor's, Business Administration
Lizzy Blake Lizzy Blake's CSG Investments Experience September 2008 - September 2010
Job Vice President at ColliersInternational
Industry Commercial Real Estate
Experience
Colliers-International April 2013 - Present
GE Capital May 2011 - May 2012
CSG Investments September 2008 - September 2010
Beal Bank November 2008 - June 2009
Grubb and Ellis Company May 2007 - October 2008
Cushman & Wakefield December 1997 - July 2006
Crow Investment Trust October 1996 - October 1997
GE Capital August 1992 - October 1996
Skills
Disposition, Real Estate Economics, CMBS, Due Diligence, Asset Managment, Acquisitions, Valuation, Real Estate, Underwriting, Loans, Investments, Leases, Investors, Corporate Real Estate, Real Estate Financing, Portfolio Management, Real Estate Transactions, Structured Finance, Capital Markets, Securitization, Financial Structuring, Commercial Mortgages, Investment Properties, Commercial Real Estate, Brokerage, Banking
Education
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelors, Accounting
Colliers-International April 2013 - Present
GE Capital May 2011 - May 2012
CSG Investments September 2008 - September 2010
Beal Bank November 2008 - June 2009
Grubb and Ellis Company May 2007 - October 2008
Cushman & Wakefield December 1997 - July 2006
Crow Investment Trust October 1996 - October 1997
GE Capital August 1992 - October 1996
Skills
Disposition, Real Estate Economics, CMBS, Due Diligence, Asset Managment, Acquisitions, Valuation, Real Estate, Underwriting, Loans, Investments, Leases, Investors, Corporate Real Estate, Real Estate Financing, Portfolio Management, Real Estate Transactions, Structured Finance, Capital Markets, Securitization, Financial Structuring, Commercial Mortgages, Investment Properties, Commercial Real Estate, Brokerage, Banking
Education
Southern Methodist University - Cox School of Business 1988 — 1992
Bachelors, Accounting
Arthur Brousseau Arthur Brousseau's CSG Investments Experience June 2009 - July 2009
Job Analyst at B29 Investments, LP
Industry Venture Capital & Private Equity
Experience
B-29 Investments, LP September 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
CSG Investments June 2009 - July 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Public Speaking, Economics, Social Media
Education
Princeton University 2008 — 2012
A.B., Politics
London School of Economics and Political Science 2010 — 2010
Summer Program, Managerial & Financial Accounting
B-29 Investments, LP September 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
CSG Investments June 2009 - July 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Public Speaking, Economics, Social Media
Education
Princeton University 2008 — 2012
A.B., Politics
London School of Economics and Political Science 2010 — 2010
Summer Program, Managerial & Financial Accounting
Adam Ringgenberg Adam Ringgenberg's CSG Investments Experience July 2007 - Present
Job Merchant Power Lending
Industry Banking
Experience
CSG Investments July 2007 - Present
Agility Assets February 2011 - February 2012
Beal Bank - BSB Capital Inc. July 2007 - February 2011
Skills
ABS, MBS, Structured Products, Loans, Derivatives, Residential Mortgages, Syndications, High Yield, Mortgage Lending, Structured Finance, Financial Structuring, Capital Markets, Residential Homes, Fixed Income, Valuation, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Finance
CSG Investments July 2007 - Present
Agility Assets February 2011 - February 2012
Beal Bank - BSB Capital Inc. July 2007 - February 2011
Skills
ABS, MBS, Structured Products, Loans, Derivatives, Residential Mortgages, Syndications, High Yield, Mortgage Lending, Structured Finance, Financial Structuring, Capital Markets, Residential Homes, Fixed Income, Valuation, Portfolio Management
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Finance
J. Brian Bailey J. Brian Bailey's CSG Investments Experience October 2009 - February 2011
Job Director Insurance Lending at CSG Investments, Inc.
Industry Investment Management
Experience
CSG Investments, Inc. October 2011 - Present
Monarch Square, LLC September 2010 - Present
Lakeview Advisors, LLC September 2010 - October 2011
Credit Risk Management, LLC May 2011 - September 2011
CSG Investments October 2009 - February 2011
Wells Fargo Foothill May 2007 - October 2009
ORIX Finance September 2000 - May 2007
Seaboard & Co. September 1997 - September 2000
Skills
Equity Trading, Equity Research, Life Settlements, Fixed Income Trading, Fixed Income Research, ABS, Structured Products, Structured Finance, Portfolio Management, Quantitative Modeling, Credit Risk, Risk Management, Credit Analysis, Secured Lending, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Asset Based Lending, Hedge Funds, Fixed Income, Derivatives, Financial Modeling, Underwriting, Fixed Income Analysis, Commercial Lending, Equities, Finance, Bonds, Bloomberg, Valuation, Mutual Funds, Investments, Financial Structuring, High Yield, Leveraged Finance, Credit, Trading, Secured Financing, Securitization, Loans, Mergers & Acquisitions, Securities, Credit Derivatives, Private Equity, Funding, Investment Management, Financial Markets, Private Placements, Capital
Education
College of Charleston 1993 — 1997
BA, Business; Concentration in Quantitative Finance and Math
CSG Investments, Inc. October 2011 - Present
Monarch Square, LLC September 2010 - Present
Lakeview Advisors, LLC September 2010 - October 2011
Credit Risk Management, LLC May 2011 - September 2011
CSG Investments October 2009 - February 2011
Wells Fargo Foothill May 2007 - October 2009
ORIX Finance September 2000 - May 2007
Seaboard & Co. September 1997 - September 2000
Skills
Equity Trading, Equity Research, Life Settlements, Fixed Income Trading, Fixed Income Research, ABS, Structured Products, Structured Finance, Portfolio Management, Quantitative Modeling, Credit Risk, Risk Management, Credit Analysis, Secured Lending, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Asset Based Lending, Hedge Funds, Fixed Income, Derivatives, Financial Modeling, Underwriting, Fixed Income Analysis, Commercial Lending, Equities, Finance, Bonds, Bloomberg, Valuation, Mutual Funds, Investments, Financial Structuring, High Yield, Leveraged Finance, Credit, Trading, Secured Financing, Securitization, Loans, Mergers & Acquisitions, Securities, Credit Derivatives, Private Equity, Funding, Investment Management, Financial Markets, Private Placements, Capital
Education
College of Charleston 1993 — 1997
BA, Business; Concentration in Quantitative Finance and Math
Benton Hyatt Benton Hyatt's CSG Investments Experience 2002 - 2005
Job Vice President at Hillwood, Corporate Finance / Mortgage Debt
Industry Commercial Real Estate
Experience
Hillwood June 2013 - Present
Frost Bank June 2005 - June 2013
CSG Investments 2002 - 2005
Skills
Credit Analysis, Loans, Underwriting, Credit, Real Estate Economics, Debt, Portfolio Management, Banking, Commercial Lending, Investments, Financial Analysis, Commercial Banking, Valuation, Financial Modeling, Due Diligence, Capital Markets, Real Estate Financing, Team Leadership, Financial Structuring, Structured Finance
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 1997 — 2002
Bachelors of Business Administration
Hillwood June 2013 - Present
Frost Bank June 2005 - June 2013
CSG Investments 2002 - 2005
Skills
Credit Analysis, Loans, Underwriting, Credit, Real Estate Economics, Debt, Portfolio Management, Banking, Commercial Lending, Investments, Financial Analysis, Commercial Banking, Valuation, Financial Modeling, Due Diligence, Capital Markets, Real Estate Financing, Team Leadership, Financial Structuring, Structured Finance
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 1997 — 2002
Bachelors of Business Administration
Brad Voss, CFA's CSG Investments Experience 2008 - 2011
Job
Industry Financial Services
Experience
Nationstar Mortgage 2011 - 2012
CSG Investments 2008 - 2011
Highland Capital Management 2005 - 2008
State Street Research 2004 - 2004
Bear Stearns & Co. 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Luther King Capital Management 1997 - 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA
University of Texas at Austin
MBA
Texas Christian University 1994 — 1998
BBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
BBA
Nationstar Mortgage 2011 - 2012
CSG Investments 2008 - 2011
Highland Capital Management 2005 - 2008
State Street Research 2004 - 2004
Bear Stearns & Co. 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Luther King Capital Management 1997 - 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA
University of Texas at Austin
MBA
Texas Christian University 1994 — 1998
BBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
BBA
Ron Cobb's CSG Investments Experience 2003 - 2006
Job Vice President Fortress Investment Group
Industry Real Estate
Experience
Fortress Investment Group 2006 - Present
CSG Investments 2003 - 2006
Trammell Crow Company 1998 - 2003
MetLife 1987 - 1998
Education
Texas A&M University 1984 — 1986
MBA, Finance and Real Estate
Abilene Christian University 1979 — 1983
BBA, Finance
Fortress Investment Group 2006 - Present
CSG Investments 2003 - 2006
Trammell Crow Company 1998 - 2003
MetLife 1987 - 1998
Education
Texas A&M University 1984 — 1986
MBA, Finance and Real Estate
Abilene Christian University 1979 — 1983
BBA, Finance
Austin Gibb's CSG Investments Experience November 2012 - July 2014
Job Senior Analyst at Blackett Capital Management
Industry Financial Services
Experience
Blackett Capital Management July 2014 - Present
CSG Investments November 2012 - July 2014
OmniCap, LLC February 2012 - November 2012
The Republic Group June 2011 - February 2012
Southern Methodist University August 2011 - December 2011
Scottrade October 2010 - June 2011
Skills
Mircosoft Excel &..., Valuation, Investments, Bonds, Customer Service, Competitive Analysis, Analysis, Bloomberg, Financial Modeling, Microsoft Excel, Credit, Investment Banking, Securities, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2008 — 2011
Bachelor of Business Administration, Finance, 3.7 GPA
Southern Methodist University - Dedman College 2008 — 2011
Bachelor of Science, Economics with Financial Applications, 3.6 GPA
Blackett Capital Management July 2014 - Present
CSG Investments November 2012 - July 2014
OmniCap, LLC February 2012 - November 2012
The Republic Group June 2011 - February 2012
Southern Methodist University August 2011 - December 2011
Scottrade October 2010 - June 2011
Skills
Mircosoft Excel &..., Valuation, Investments, Bonds, Customer Service, Competitive Analysis, Analysis, Bloomberg, Financial Modeling, Microsoft Excel, Credit, Investment Banking, Securities, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2008 — 2011
Bachelor of Business Administration, Finance, 3.7 GPA
Southern Methodist University - Dedman College 2008 — 2011
Bachelor of Science, Economics with Financial Applications, 3.6 GPA
Parker Briley's CSG Investments Experience April 2010 - September 2010
Job Principal at Willow Bend Commercial Capital
Industry Capital Markets
Experience
Willow Bend Commercial Capital August 2013 - Present
Briley Advisory, LLC August 2012 - August 2013
Briley Investments, Inc. November 2010 - August 2013
CSG Investments April 2010 - September 2010
CSG Investments May 2009 - April 2010
Goldman Sachs Commercial Mortgage Capital 2004 - 2009
Skills
Loans, Investments, Commercial Real Estate, CMBS, Finance, Investment Properties, Structured Finance, Real Estate Economics, Due Diligence, Banking, Loan Origination, Equities, Disposition, Valuation, Capital Markets, Asset Management
Education
Texas A&M University - Mays Business School 2001 — 2004
BBA, Finance
Willow Bend Commercial Capital August 2013 - Present
Briley Advisory, LLC August 2012 - August 2013
Briley Investments, Inc. November 2010 - August 2013
CSG Investments April 2010 - September 2010
CSG Investments May 2009 - April 2010
Goldman Sachs Commercial Mortgage Capital 2004 - 2009
Skills
Loans, Investments, Commercial Real Estate, CMBS, Finance, Investment Properties, Structured Finance, Real Estate Economics, Due Diligence, Banking, Loan Origination, Equities, Disposition, Valuation, Capital Markets, Asset Management
Education
Texas A&M University - Mays Business School 2001 — 2004
BBA, Finance
Eric Welch's CSG Investments Experience June 2009 - March 2013
Job Operations and Financial Analyst at Greystar
Industry Civil Engineering
Experience
Greystar June 2015 - Present
Fluor April 2013 - April 2015
CSG Investments June 2009 - March 2013
Trinity University August 2008 - May 2009
Skills
Research, Microsoft Office, Excel, Financial Analysis, Financial Modeling, Analysis, Risk Management, Valuation, Management, Microsoft Excel
Education
Cistercian Preparatory School
Cistercian Preparatory School
Trinity University 2006 — 2009
BS, Finance
University of San Diego 2005 — 2006
Greystar June 2015 - Present
Fluor April 2013 - April 2015
CSG Investments June 2009 - March 2013
Trinity University August 2008 - May 2009
Skills
Research, Microsoft Office, Excel, Financial Analysis, Financial Modeling, Analysis, Risk Management, Valuation, Management, Microsoft Excel
Education
Cistercian Preparatory School
Cistercian Preparatory School
Trinity University 2006 — 2009
BS, Finance
University of San Diego 2005 — 2006
Bennett Cole's CSG Investments Experience July 2004 - September 2005
Job President at FalconBridge Capital Markets, LLC
Industry Investment Banking
Experience
FalconBridge Capital Markets, LLC October 2005 - Present
CSG Investments July 2004 - September 2005
Raymond James & Associates, Inc. February 2002 - March 2004
Wachovia Securities March 1997 - February 2002
Bank of America Securities July 1993 - March 1997
GE Capital June 1988 - July 1993
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
FalconBridge Capital Markets, LLC October 2005 - Present
CSG Investments July 2004 - September 2005
Raymond James & Associates, Inc. February 2002 - March 2004
Wachovia Securities March 1997 - February 2002
Bank of America Securities July 1993 - March 1997
GE Capital June 1988 - July 1993
Education
Duke University - The Fuqua School of Business 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1988
BS, Business Administration
Hank Edwards's CSG Investments Experience September 2007 - September 2010
Job Project Manager at Bank of America
Industry Investment Banking
Experience
Bank of America (Contractor, Apex Systems) September 2013 - May 2014
Bank of America (Contractor, Meridian Technologies) April 2012 - July 2013
Capital One (Contractor, CXI) April 2011 - December 2011
CSG Investments September 2007 - September 2010
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Networking, Portfolio Management, Financial Analysis, Business Analysis, Vendor Management, Capital Markets, Risk Management, Banking, Asset Management, Telecommunications, Valuation, SDLC, Due Diligence
Education
DePauw University
Purdue University
BS, Computer Science
Bank of America (Contractor, Apex Systems) September 2013 - May 2014
Bank of America (Contractor, Meridian Technologies) April 2012 - July 2013
Capital One (Contractor, CXI) April 2011 - December 2011
CSG Investments September 2007 - September 2010
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Networking, Portfolio Management, Financial Analysis, Business Analysis, Vendor Management, Capital Markets, Risk Management, Banking, Asset Management, Telecommunications, Valuation, SDLC, Due Diligence
Education
DePauw University
Purdue University
BS, Computer Science
Douglas Sherman's CSG Investments Experience 2003 - 2007
Job Director at Freepoint Commodities
Industry Oil & Energy
Experience
Freepoint Commodities November 2013 - Present
Deutsche Bank April 2007 - November 2013
CSG Investments 2003 - 2007
GE Capital August 2000 - March 2003
Asea Brown Boveri (Pvt.) Ltd. 1995 - 2000
Credit Lyonnais 1991 - 1995
Skills
Project Finance, Commodity Risk..., Loan Origination, Financial Structuring, Investment Banking, Structured Finance, Capital Markets, Emerging Markets, Commodity, Equities, Swaps, Structured Products, Bonds, Derivatives, Private Equity, Valuation, Credit Derivatives, Hedging, Fixed Income, Financial Modeling, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Union College
BSEE
Freepoint Commodities November 2013 - Present
Deutsche Bank April 2007 - November 2013
CSG Investments 2003 - 2007
GE Capital August 2000 - March 2003
Asea Brown Boveri (Pvt.) Ltd. 1995 - 2000
Credit Lyonnais 1991 - 1995
Skills
Project Finance, Commodity Risk..., Loan Origination, Financial Structuring, Investment Banking, Structured Finance, Capital Markets, Emerging Markets, Commodity, Equities, Swaps, Structured Products, Bonds, Derivatives, Private Equity, Valuation, Credit Derivatives, Hedging, Fixed Income, Financial Modeling, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Finance
Union College
BSEE
William McCawley's CSG Investments Experience October 2009 - October 2010
Job Manager at Energy Future Holdings
Industry Oil & Energy
Experience
Energy Future Holdings November 2013 - Present
Energy Future Holdings October 2012 - November 2013
Q Investments October 2010 - May 2012
CSG Investments October 2009 - October 2010
Morgan Stanley July 2006 - September 2009
Education
Colgate University 2002 — 2006
Bachelor of Arts
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
UNSW Australia 2005 — 2005
Memphis University School 1996 — 2002
Energy Future Holdings November 2013 - Present
Energy Future Holdings October 2012 - November 2013
Q Investments October 2010 - May 2012
CSG Investments October 2009 - October 2010
Morgan Stanley July 2006 - September 2009
Education
Colgate University 2002 — 2006
Bachelor of Arts
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
UNSW Australia 2005 — 2005
Memphis University School 1996 — 2002
Loren Rich's CSG Investments Experience May 2002 - August 2004
Job Join the Change
Industry Nonprofit Organization Management
Experience
Brigham Young University 2011 - Present
Zaytoon International November 2010 - Present
Landmark Investments April 2004 - December 2008
CSG Investments May 2002 - August 2004
Skills
Excel, Arabic, Microsoft Office, Fixed Income, Public Speaking, Credit Analysis, Real Estate Finance, SPSS, Qualitative Research, Valuation, Due Diligence
Education
Brigham Young University 2003 — 2009
BA, History
Brigham Young University
Brigham Young University 2011 - Present
Zaytoon International November 2010 - Present
Landmark Investments April 2004 - December 2008
CSG Investments May 2002 - August 2004
Skills
Excel, Arabic, Microsoft Office, Fixed Income, Public Speaking, Credit Analysis, Real Estate Finance, SPSS, Qualitative Research, Valuation, Due Diligence
Education
Brigham Young University 2003 — 2009
BA, History
Brigham Young University
Alex Jarocki's CSG Investments Experience September 2013 - September 2014
Job Analyst at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs September 2014 - Present
CSG Investments September 2013 - September 2014
Notre Dame Office of Information Technologies August 2009 - May 2013
Credit Suisse May 2012 - August 2012
Office of Naval Intelligence June 2011 - August 2011
Reuben Johnson & Son, Inc. May 2009 - August 2009
Skills
Microsoft Excel, Adobe Creative Suite, Mac and PC platforms, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Teaching, Editing, Social Media, Event Planning, Facebook, Technical Writing, Social Networking, Microsoft SQL Server, Bloomberg Terminal
Education
University of Notre Dame 2009 — 2013
B.S., Mathematics
University of Notre Dame 2009 — 2013
Bachelor's degree, Mathematics
Goldman Sachs September 2014 - Present
CSG Investments September 2013 - September 2014
Notre Dame Office of Information Technologies August 2009 - May 2013
Credit Suisse May 2012 - August 2012
Office of Naval Intelligence June 2011 - August 2011
Reuben Johnson & Son, Inc. May 2009 - August 2009
Skills
Microsoft Excel, Adobe Creative Suite, Mac and PC platforms, Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Teaching, Editing, Social Media, Event Planning, Facebook, Technical Writing, Social Networking, Microsoft SQL Server, Bloomberg Terminal
Education
University of Notre Dame 2009 — 2013
B.S., Mathematics
University of Notre Dame 2009 — 2013
Bachelor's degree, Mathematics
Tony Chen, CFA, CCIM's CSG Investments Experience 2002 - 2006
Job Asset Management at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs 2014 - Present
Invitation Homes 2012 - 2014
UBS Global Asset Management 2006 - 2012
CSG Investments 2002 - 2006
Skills
Valuation, Cash Flow, Financial Modeling, Fixed Income, Investment Strategies, Business Planning, Analysis, Budgets, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Mergers & Acquisitions
Education
Texas A&M University - Mays Business School 2001 — 2002
Master, Finance
Renmin University of China 1991 — 1995
Bachelor's degree, Finance, General
Goldman Sachs 2014 - Present
Invitation Homes 2012 - 2014
UBS Global Asset Management 2006 - 2012
CSG Investments 2002 - 2006
Skills
Valuation, Cash Flow, Financial Modeling, Fixed Income, Investment Strategies, Business Planning, Analysis, Budgets, Asset Managment, Investment Banking, Alternative Investments, Due Diligence, Mergers & Acquisitions
Education
Texas A&M University - Mays Business School 2001 — 2002
Master, Finance
Renmin University of China 1991 — 1995
Bachelor's degree, Finance, General