Durbin Bennett - Private Wealth Management, LLC
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Durbin Bennett - Private Wealth Management, LLC Employees
Durbin Bennett - Private Wealth Management, LLC December 2013 - March 2014
Nutty Guys, Inc. 2013 - 2013
Prince William County 2012 - 2012
Platinum Protection 2008 - 2008
The Church of Jesus Christ of Latter-day Saints 2005 - 2007
Skills
Economics, Multicultural..., Integrity, French, Research, Analytical Reasoning, Data Analysis, Negotiation, Microsoft Excel, Leadership, Financial Analysis, Valuation, Microsoft Office, Financial Modeling, Corporate Finance, Investments, Financial Strategy, Accounting, Risk Management, Problem Solving, PowerPoint, Analysis, Microsoft Word, Budgeting, Local Government, Strategy
Education
Cornell University
Executive Education Certificate, Business Strategy
The University of Texas at Austin - Red McCombs School of Business
Master of Science (MS), Finance
Brigham Young University
Bachelor's degree, Economics
Durbin Bennett - Private Wealth Management, LLC April 2006 - Present
Bernstein Investment Research and Management August 1999 - February 2005
Skills
Investments, Due Diligence, Private Equity, Venture Capital, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1999
Bernstein Private Wealth Management June 2014 - Present
J.P. Morgan July 2013 - June 2014
Texas A&M University - Mays Business School August 2008 - May 2013
PwC February 2012 - April 2012
Big Brothers Big Sisters April 2011 - March 2012
Price Wealth Management July 2011 - August 2011
Durbin Bennett - Private Wealth Management, LLC May 2010 - August 2010
Skills
Portfolio Management, Management, VBA, Matlab, Strategic Financial..., Social Networking, Internal Controls, Sarbanes-Oxley Act, Investments, Networking, Team Leadership, Marketing, GAAP, Sales, Marketing Communications
Education
Texas A&M University 2008 — 2013
Master of Science, Financial Management
Texas A&M University 2008 — 2013
Bachelor of Business Administration, Accounting
J.P. Morgan Private Bank October 2009 - Present
I Live Here, I Give Here January 2011 - Present
Michigan State University January 2012 - December 2014
College Forward May 2008 - June 2014
KDK-Harman Foundation January 2005 - October 2009
KDK Management January 2005 - October 2009
Durbin Bennett - Private Wealth Management, LLC January 2000 - January 2005
Midtown Group, Inc. September 1993 - January 2000
Deloitte & Touche LLP September 1987 - September 1993
Education
Michigan State University 1983 — 1987
BA, Accounting
Durbin Bennett - Private Wealth Management, LLC December 2014 - August 2015
Merrill Lynch December 2013 - October 2014
United States Marine Corps October 2007 - October 2012
Education
Baylor University - Hankamer School of Business 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, Executive MBA
Texas Tech University 2012 — 2014
Bachelor of Science (B.S.), Personal Financial Planning
Durbin Bennett - Private Wealth Management, LLC March 2015 - Present
Century Management March 2008 - March 2015
USAA February 2003 - March 2008
Skills
Wealth Management, Financial Planning, Investments, Mutual Funds, Asset Allocation, Asset Management, Retirement Planning, Series 7, Portfolio Management, Investment Strategies
Education
The University of Texas at Arlington
Durbin Bennett - Private Wealth Management, LLC July 2013 - Present
Asset Alliance / Hedge Harbor July 2012 - August 2012
PLENTY June 2012 - August 2012
Lawlor Media Group June 2011 - August 2011
Asset Alliance June 2010 - August 2010
Border Wars, National Geographic Television June 2010 - August 2010
Skills
Statistical Modeling, Quantitative Analytics, Research, Leadership, Accounting, Microsoft Excel, Grant Writing, Public Speaking, Project Management, French, Fundraising, Non-profits, STATA, Data Analysis, PowerPoint, Microsoft Office, Public Relations, Microsoft Word, Editing
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fieldston School 2005 — 2009
Durbin Bennett Tax Advisors, Inc. October 1987 - Present
Durbin Bennett - Private Wealth Management, LLC January 1991 - Present
Coopers & Lybrand December 1985 - October 1987
KPMG August 1980 - December 1985
Continental Airlines August 1973 - August 1980
Education
Texas Tech University - Rawls College of Business 1972 — 1980
Masters, Taxation
Durbin Bennett Private Wealth Management, LLC May 2012 - Present
Private RIA February 2010 - May 2012
Bingham, Osborn & Scarborough May 2001 - November 2009
Capital Group Companies September 1999 - November 2000
Education
The London School of Economics and Political Science (LSE) 1997 — 1998
MSc, Development Management
Brown University 1993 — 1997
BA, International Relations/International Commerce and East Asian Studies
Phillips Academy 1991 — 1993
Durbin Bennett - Private Wealth Management, LLC Client SupportCentury ManagementJuly 2012 - July 2015
Century Management July 2012 - July 2015
Century Management May 2006 - July 2012
Austin ISD January 2000 - May 2006
Skills
Investments, Portfolio Management, Asset Management, Equities, Management, Microsoft Office
Education
Texas A&M University 1981 — 1983
Bachelor’s Degree, Biology/Physical Education/Education
Texas A&M University - College
Bachelor of Science, Education/Biology/Physical Education
Valentine Ventures, LLC March 2015 - Present
Durbin Bennett - Private Wealth Management, LLC November 2014 - March 2015
USAA September 2013 - September 2014
USAA May 2008 - August 2013
Fee-Only Financial Planning and Investment Management Firm August 2007 - April 2008
Bank of America Investments October 2006 - August 2007
NetQoS January 2005 - October 2006
Skills
Series 7, Business Development, Retirement, Retirement Planning, Finance, Mutual Funds, Strategic Financial..., Asset Allocation, Wealth Management, Investment Strategies, Securities, Risk Management, Strategy, Portfolio Management, Financial Planners, Investment Management, Asset Management, Investments, Leadership, Life Insurance, Financial Analysis, Financial Modeling, Equities, Strategic Planning, Investment Advisory, Alternative Investments, 401k, Fixed Annuities, Estate Planning, Uniform Combined State..., Financial Advisory, FINRA, Team Leadership, Financial Services, IRAs, Analysis, Insurance, Certified Financial..., Series 63, Wealth Management..., Financial Planning
Education
The University of Texas at Austin 2005 — 2007
Indiana University - Kelley School of Business 1997 — 2001
B.S.
Zionsville High School 1994 — 1997
Durbin Bennett - Private Wealth Management, LLC June 2004 - Present
Enron Capital and Trade Resources 1998 - 2001
Skills
Private Equity, Alternative Investments, Hedge Funds, Asset Management, Equities, Portfolio Management, Investments, Asset Allocation, Fixed Income, Wealth Management, Mutual Funds, Equity Research, Investment Strategies, Capital Markets, Investment Advisory, Valuation, Bloomberg, Financial Modeling, Investment Management, Trading
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance and Asset Management
Colorado School of Mines 1990 — 1994
Bachelor of Science (BSc), Chemical Engineering and Petroleum Refining
Group 42, Inc. June 2015 - Present
Durbin Bennett - Private Wealth Management, LLC May 2014 - June 2014
Morgan Stanley February 2009 - February 2010
UBS Wealth Management August 2007 - January 2009
Skills
Microsoft Office, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Research, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master’s Degree, Masters of Science, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2007
Bachelor’s Degree, Finance, General and Spanish, Hispanic Studies