Fayez Sarofim & Co.

Industry: Business person

Description

Fayez Sarofim is a Coptic American heir to the Sarofim family fortune, fund manager for a number of Dreyfus family stock funds, an original and second largest shareholder of Kinder Morgan and part owner of the NFL team Houston Texans; ranked 5th Most Valuable NFL team worth $1.85 billion. Born: 1929 (age 90 years), Egypt Nationality: American Net worth: 1.4 billion USD (2019) Education: Harvard Business School Spouse: Susan Krohn (m. 2014), Linda Hicks (m. 1990–1996), Louisa Stude (m. 1962–1990) Children: Phillip Sarofim, Christopher Sarofim, Allison Sarofim, Andrew Sarofim, Maxwell Sarofim

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Fayez Sarofim & Co. Employees

Employee
Years
Job
Industry
Michelle Belanger Michelle Belanger Houston, Texas Area Details
Michelle Belanger's Fayez Sarofim & Co. Experience 2004 - 2006
Job CPA at Nommensen & Williams, P.C.
Industry Accounting
Experience
Nommensen & Williams, P.C.   January 2012 - Present
Bentley, Bratcher, & Associates, PC   July 2011 - January 2012
Fitts, Roberts & Co., P.C.   2006 - July 2011
Fayez Sarofim & Co.   2004 - 2006
UHY Advisors  2000 - 2004
Briggs & Veselka Co.   1995 - 2000
Coopers & Lybrand  1994 - 1995
KPMG Peat Marwick  1993 - 1994

Skills
GAAP, Tax, QuickBooks, Reviews, Projects, Corporate Tax, CPA, Tax Accounting, Financial Statements, Financial Reporting, Accounting, General Ledger, US GAAP, Auditing, Tax Preparation, Income Tax

Education
Texas A&M University   1988 — 1993
BBA, Accounting

Jason Rosero Jason Rosero Houston, Texas Area Details
Jason Rosero's Fayez Sarofim & Co. Experience 1999 - 2009
Job Timmons Advisors LLC Operations
Industry Financial Services
Experience
Timmons Advisors, LLC  April 2013 - Present
Invesco Aim  January 2009 - March 2013
Fayez Sarofim & Co.   1999 - 2009
United States Air Force  1994 - 1998

Skills
Microsoft Excel, Financial Modeling, Trading, Bloomberg, Asset Managment, Fixed Income, Financial Analysis, Asset Management, Microsoft Office, Analysis, Investments, Equities, Finance, Microsoft Word, Business Analysis

Education
University of Houston-Downtown   2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

University of Houston   2004 — 2008
Bachelor of Science, Economics

Frank Hogan Frank Hogan Houston, Texas Area Details
Frank Hogan's Fayez Sarofim & Co. Experience January 2001 - June 2002
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse  September 2010 - Present
Goldman Sachs  August 2004 - July 2010
Fayez Sarofim & Co.   January 2001 - June 2002

Skills
Investment Banking, Derivatives, Fixed Income, Capital Markets, Structured Products, Equities, Hedge Funds, Equity Derivatives, Banking, Portfolio Management

Education
The University of Texas at Austin - The Red McCombs School of Business   2002 — 2004
Master of Business Administration (MBA), Finance, General

Harvard University   1993 — 1997
Bachelor of Arts (BA), Political Science and Government

David Flannery David Flannery Boston, Massachusetts Details
David Flannery's Fayez Sarofim & Co. Experience May 2012 - August 2012
Job Candidate for MBA, 2013
Industry Investment Management
Experience
Harvard Business School  September 2011 - Present
Fayez Sarofim & Co.   May 2012 - August 2012
Intel  July 2009 - November 2011
Intel Capital  June 2007 - July 2009
X-EMI   April 2006 - January 2007
Cisco  June 2005 - January 2006
Vitesse Semiconductor  May 2004 - September 2004

Skills
Product Marketing, Venture Capital, Semiconductors, Product Management, Strategic Partnerships, Competitive Analysis, Start-ups, Hardware, Cross-functional Team..., Go-to-market Strategy, Mobile Devices, Analytics, Entrepreneurship, Strategy, Enterprise Software

Education
University of Michigan   2006 — 2007
Masters, VLSI and Computer Architecture - Electrical Engineering

Harvard Business School

Lori Golabian Lori Golabian Houston, Texas Details
Lori Golabian's Fayez Sarofim & Co. Experience March 1989 - May 2013
Job Assistant Vice President, Accounting at Houston Trust Company
Industry Investment Management
Experience
Houston Trust Company  July 2013 - Present
Fayez Sarofim & Co.   March 1989 - May 2013
Fayez Sarofim & Co.   July 1986 - March 1989
Daniel Radiator   May 1985 - June 1986

Skills
Business Objects, RECON (SSC Technologies), Account Reconciliation, Databases, Access, Accounting, Microsoft Excel, Invoicing, Time Management, Cash Management, Bookkeeping, Data Entry, Human Resources, Accounts Payable, Financial Analysis, Internal Audit

Education
University of Houston   1984 — 1985
Biology, General

Kansas State University   1983 — 1984
Veterinary Medicine

Chris Beyer Chris Beyer Houston, Texas Area Details
Chris Beyer's Fayez Sarofim & Co. Experience December 2001 - January 2005
Job VP Gas Origination at EDF Trading
Industry Oil & Energy
Experience
EDF Trading  December 2014 - Present
NextEra Energy Resources  February 2012 - December 2014
CIMA ENERGY  December 2009 - January 2012
ConocoPhillips  August 2008 - December 2009
John S. Herold, Inc.   March 2007 - July 2008
Hewlett-Packard  2006 - 2007
Fayez Sarofim & Co.   December 2001 - January 2005

Skills
Oil, Energy, Gas, Hedging, Natural Gas, Economics, Financial Modeling, Financial Analysis, Trading, Energy Trading, Petroleum, Commodity Markets, Energy Industry, Upstream, Oil, Pipelines, Energy Markets, Commodity, Analysis, Management, Contract Negotiation, Finance, Valuation, Strategy, Negotiation, Venture Capital, Due Diligence

Education
University of Houston   2000 — 2006
B.S., Economics

St. Thomas High School   1994 — 1998

Richard Scheel Richard Scheel Austin, Texas Area Details
Richard Scheel's Fayez Sarofim & Co. Experience August 1994 - September 2000
Job Deputy Controller at City of Austin
Industry Government Administration
Experience
City of Austin  September 2014 - Present
Bryan Research & Engineering  March 2014 - July 2014
Dell  March 2013 - February 2014
Dell  March 2012 - March 2013
Dell  October 2011 - March 2012
Dell  July 2011 - October 2011
Internal Revenue Service  March 2006 - July 2011
AIM Investments  August 2001 - March 2006
PricewaterhouseCoopers  2000 - 2001
Fayez Sarofim & Co.   August 1994 - September 2000

Skills
Audit, Auditing, Internal Audit, Financial Risk, Risk Assessment, Risk Based Audits, Sarbanes-Oxley Act, SOX, Internal Audit..., Enterprise Risk..., Financial Statement..., Risk Based Testing, Tax, Tax Compliance, Planning, International Tax, Revenue Recognition, Project Planning, Business Process..., Financial Services, Cost Accounting, Training, Business Process, Financial Audits, Tax Accounting, Risk Management, Financial Reporting, Financial Statements, Leadership, Process Improvement, Mergers & Acquisitions, Assurance, US GAAP, Management, Financial Accounting, Internal Controls, Strategic Financial..., Accounting, Analysis, Consolidation, Managerial Finance, Financial Analysis, Hyperion Enterprise, IT Audit, Software Documentation, Sarbanes-Oxley, Finance, Variance Analysis, Account Reconciliation, CPA

Education
The University of Texas at Dallas - School of Management   2002 — 2006
Master of Science, Accounting and Information Systems

University of Houston   1994 — 2000
BBA, Accounting

Autodidact

Angela Vatankha Angela Vatankha Houston, Texas Details
Angela Vatankha's Fayez Sarofim & Co. Experience May 2013 - Present
Job Marketing Analyst
Industry Investment Management
Experience
Fayez Sarofim & Co.   May 2013 - Present
USAA  June 2010 - May 2013
Waddell & Reed/Austin, Calvert & Flavin   August 1991 - June 2009

Education
St. Mary's University
MBA, Finance

Titus Purdy Titus Purdy New York, New York Details
Titus Purdy's Fayez Sarofim & Co. Experience 1997 - 1999
Job Lead Pricing Analyst at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ  May 2010 - Present
Dreyfus  2002 - 2009
Dreyfus  2001 - 2002
Ernest & Julio Gallo   January 2001 - July 2001
Fayez Sarofim & Co.   1997 - 1999
Salomon Smith Barney  1998 - 1998

Skills
Trading, Fixed Income, Portfolio Management, Mutual Funds, Investment Strategies, Analysis, Quantitative Analytics, Bonds, Asset Managment, Bloomberg, Investments, Strategic Financial..., Securities, Finance, Equities, Valuation, Capital Markets, Structured Finance, Financial Modeling, Hedge Funds, Financial Analysis, Due Diligence, Financial Markets, Derivatives, Credit, Asset Management

Education
The University of Texas at Austin   1996 — 2000
B.A., Economics

The University of Texas at Austin   1996 — 2000
Bachelor's Degree, Economics

Manisha Thakor Manisha Thakor Santa Fe, New Mexico Details
Manisha Thakor's Fayez Sarofim & Co. Experience 1997 - 2008
Job Director of Wealth Strategies for Women
Industry Financial Services
Experience
The Buckingham Family of Financial Services   January 2015 - Present
MoneyZen LLC   May 2009 - Present
Sands Capital Management  2008 - 2009
Fayez Sarofim & Co.   1997 - 2008
Atalanta/Sosnoff Capital Corp   1993 - 1995
S.G. Warburg   1992 - 1992

Skills
Blogging, Nonprofits, Management, Leadership, Securities, Social Media, Integrated Marketing, Training, Marketing, Financial Services, Hedge Funds, Non-profits, Equities, Personal Finance, Financial Advisory, Equity Research, Investment Management, Series 7, Mutual Funds, Strategic Planning, Philanthropy, ETFs, Due Diligence, Finance, Asset Allocation, Teaching, Financial Analysis, Entrepreneurship, Private Equity

Education
Harvard Business School   1995 — 1997
MBA

Wellesley College   1988 — 1992
BA, American Studies

Anthony Gracely Anthony Gracely Houston, Texas Details
Anthony Gracely's Fayez Sarofim & Co. Experience June 2014 - Present
Job Principal at Fayez Sarofim & Co.
Industry Investment Management
Experience
Fayez Sarofim & Co.   June 2014 - Present
Fayez Sarofim & Co.   December 2011 - June 2014
EDP Renewables North America  March 2011 - November 2011
EDP Renewables North America  December 2010 - March 2011
EDP Renewables North America  July 2010 - December 2010
Morgan Stanley  August 2007 - February 2010

Education
Stanford GSB   2005 — 2007
Master of Business Administration (M.B.A.)

The University of Texas at Austin   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance

Teressa Moore Teressa Moore Houston, Texas Area Details
Teressa Moore's Fayez Sarofim & Co. Experience September 2013 - May 2014
Job Project Support Professional "The Fixer"
Industry Executive Office
Experience
Robert Half International/VTI   June 2014 - Present
Fayez Sarofim & Co.   September 2013 - May 2014
UNIVERSAL AMERICAN - MEDICARE ADVANTAGE DIVISION   October 2009 - April 2011
CAMERON INTERNATIONAL  November 2007 - March 2009
SHELL LUBRICANTS  January 2005 - October 2006
ExxonMobil  June 2001 - September 2004
COMPAQ COMPUTER CORPORATION  November 1999 - April 2001

Skills
Software Documentation, Procurement, Customer Service, Troubleshooting, Mergers & Acquisitions, SAP, Start-ups, Call Centers, Microsoft Office, Invoicing, Databases, Strategic Planning, Telecommunications, Project Management, Contract Negotiation, Employee Relations, Logistics, Change Management, New Business Development, Recruiting, Financial Analysis, Training, Administrative..., Business Development, Project Planning, Process Improvement, Data Analysis

Education
Keller Graduate School of Management of DeVry University   2014 — 2015
Master's Degree, Project Management, 3.3

DeVry University   2010 — 2014
Bachelor of Science, Project Management, Graduate GPA 3.59

Lisa Amosu Lisa Amosu Houston, Texas Area Details
Lisa Amosu's Fayez Sarofim & Co. Experience 2000 - 2003
Job Hair Replacement Specialist, Boutique Owner, Humanitarian, Cancer Survivor Supporter, Beauty and Wellness Advocate.
Industry Health, Wellness and Fitness
Experience
My Trendy Place   June 2006 - Present
Goldman Sachs  2014 - 2014
LyondellBasell  2004 - 2008
Fayez Sarofim & Co.   2000 - 2003

Skills
Public Speaking, Customer Service, Healthcare, Sales Management, Fundraising, Event Planning, Customer Relations, Marketing Strategy, Strategic Planning, Microsoft Office, Event Management, Word, Team Building, Negotiation, Social Media, Scheduling, Contract Negotiation, Community Outreach, Marketing Communications, Advertising, Vendor Management, Promotions, Employee Relations, Social Media Marketing, Microsoft Word, Leadership, Training, Public Relations, Fashion, New Business Development, Social Networking, Nonprofits, Retail, Management, Budgets, Marketing, Sales, Project Management, Entrepreneurship, Coaching, Small Business, Organizational..., Process Scheduler, Outlook, Team Leadership, Purchasing, Leadership Development, Customer Satisfaction, Project Planning, Recruiting

Education
Towson University   1991 — 1994
Bachelors, Business Administration

Harry Ramirez Harry Ramirez Houston, Texas Area Details
Harry Ramirez's Fayez Sarofim & Co. Experience July 2004 - November 2010
Job Infrastructure Manager at SBM Offshore
Industry Oil & Energy
Experience
SBM Offshore USA   November 2010 - Present
Fayez Sarofim & Co.   July 2004 - November 2010
Pioneer Companies, Inc.   June 1999 - June 2004

Skills
Windows Server, Active Directory, Disaster Recovery, IT Management, Servers, Network Administration, Project Management, Data Center, ITIL, Security, Troubleshooting, IT Service Management, Infrastructure, VMware ESX

Education
University of Houston   1990 — 1992
Master of Architecture (MArch), Architecture

The University of Texas at San Antonio   1985 — 1990
Bachelor of Fine Arts (B.F.A.), Architecture

Daryl Thompson Daryl Thompson Houston, Texas Area Details
Daryl Thompson's Fayez Sarofim & Co. Experience April 1988 - February 2003
Job National awardwinning copywriter you're just one salesletter away from a million dollars... let me write it for you!
Industry Financial Services
Experience
Weiss Educational Services   May 2014 - Present
Financial Marketers & Publishing Group LLC   February 2011 - Present
Trade Your Way To Wealth LLC   February 2004 - Present
eSmartMarketing.com   2015 - 2015
InsurMark, Inc.   April 2012 - April 2014
InsurMark  2012 - 2012
Business Financial Publishing   2007 - 2011
Trippon Financial Media, Inc.   May 2010 - November 2010
Options University Group LLC   2006 - 2010
Fayez Sarofim & Co.   April 1988 - February 2003

Skills
Copywriting, Writing, Blogging, SEO, Online Marketing, Editing, Social Media, Online Advertising, Lead Generation, Web Marketing, Email Marketing, Offline Marketing, Research, Content Writing, Social Media Marketing, Web Content, Marketing Copy, Direct Marketing, SEO copywriting, Content Marketing, White Papers, Marketing, PPC, Newsletters, Content Strategy, Press Releases, Publishing, Mobile Marketing, SEM, Content Management, Digital Marketing, Facebook, Google Analytics, Affiliate Marketing, Direct Mail, Creative Writing, Integrated Marketing, B2B Marketing, Web Analytics, WordPress, Online Lead Generation, Digital Strategy, Conversion Optimization, Landing Page..., Viral Marketing, Online Reputation..., Blog Marketing, Social Media Measurement, Social Marketing, Google Adwords

Education
University of Oklahoma   1971 — 1975
B.S. in Mathematics, Math, Computer Science

Evan Harrel Evan Harrel Montauk, New York Details
Evan Harrel's Fayez Sarofim & Co. Experience 1987 - 1994
Job Seeking social justice through education.
Industry Education Management
Experience
Bridgeway Capital Management  2006 - Present
Design Corps  January 2013 - Present
St. John's School   August 2009 - May 2013
Small Steps Nurturing Center  August 2004 - May 2012
Presbyterian Pan American School   1999 - 2006
Houston Habitat for Humanity  January 2004 - June 2004
AIM Investments  May 1998 - May 2003
Van Kampen Investments  1994 - 1998
Fayez Sarofim & Co.   1987 - 1994
Merrill Lynch  1983 - 1985

Skills
Asset Managment, Hedge Funds, Investments, Private Equity, Equities

Education
Harvard Business School   1985 — 1987
MBA, with distinction

Princeton University   1979 — 1983
A.B., cum laude, Economics

H.M. King High School   1975 — 1979
Diploma

Jason Kiemsteadt Jason Kiemsteadt Brenham, Texas Details
Jason Kiemsteadt's Fayez Sarofim & Co. Experience 2005 - 2005
Job Senior Consultant
Industry Banking
Experience
Kiemross, Inc   July 2015 - Present
Citizens State Bank  May 2009 - July 2015
Accenture  March 2005 - February 2009
Royal Oaks Bank   February 2003 - February 2006
Fayez Sarofim & Co.   2005 - 2005
Regions Bank  February 1999 - February 2003

Skills
Loans, Banking, Credit, Retail Banking, Risk Management, Financial Analysis, Relationship Management, Financial Services, Real Estate, Strategic Planning, Customer Service, Financial Risk, Project Management, Financial Modeling, Management Consulting, Business Process..., Budgets, Training, Marketing, Mortgage Lending, Fixed Income, Acquisition Integration, Wealth Management, Consulting, Portfolio Management, PMO, Commercial Banking, Business Process..., Business Strategy, Strategy, Finance

Education
University of Houston   1993 — 1997
BS, Political Science/Economics

Blinn College   1991 — 1993
Associate of Arts (AA), Economics

Eric Nelsen Eric Nelsen Austin, Texas Area Details
Eric Nelsen's Fayez Sarofim & Co. Experience 2001 - 2010
Job Managing Partner at Eco Pharmacy
Industry Pharmaceuticals
Experience
Eco Pharmacy   June 2015 - Present
J.P. Morgan Chase Bank, N.A.   2013 - June 2015
JP Morgan Private Bank  2010 - 2013
Fayez Sarofim & Co.   2001 - 2010

Skills
Portfolio Management, Business Analysis, Investments, Equities, Management, Fixed Income, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Strategic Planning, Asset Managment

Education
Jones Graduate School of Business, Rice University   2007 — 2009
MBA

Texas State University   1998 — 2000
B.A., Marketing

Andrew Dickerman Andrew Dickerman Houston, Texas Details
Andrew Dickerman's Fayez Sarofim & Co. Experience August 2014 - Present
Job Associate at Fayez Sarofim & Co.
Industry Investment Management
Experience
Fayez Sarofim & Co.   August 2014 - Present
Putnam Associates  2009 - 2012
Audax Group  2008 - 2009

Education
The University of Texas at Austin   2012 — 2014
Master of Business Administration (MBA)

Vanderbilt University   2004 — 2008
Bachelor of Engineering (BE), Mechanical Engineering

Ashley Cellio Ashley Cellio Houston, Texas Area Details
Ashley Cellio's Fayez Sarofim & Co. Experience January 2006 - June 2007
Job Commissions Analyst at Attachmate Group, Inc
Industry Financial Services
Experience
NetIQ  March 2013 - Present
Limited Brands  July 2012 - October 2012
Dinners on the Dash   February 2011 - January 2012
Citi Group  June 2007 - January 2011
Fayez Sarofim & Co.   January 2006 - June 2007

Skills
Accounting, Fund Administration, Financial Analysis, Financial Reporting, Sales Commissions, Asset Managment, Fund Accounting, Fixed Income, Fixed Assets, Bloomberg, Research, Microsoft Excel, Customer Service

Education
Louisiana State University and Agricultural and Mechanical College   2000 — 2004
BA, Economics

Tina Halcomb Tina Halcomb Houston, Texas Area Details
Tina Halcomb's Fayez Sarofim & Co. Experience June 1997 - June 2005
Job Education is my passion
Industry Higher Education
Experience
Fallbrook CPA Highschool   July 2015 - Present
Senior Psych Care   March 2015 - Present
Houston Community College  June 2011 - Present
Bilateral US Arab Chamber of Commerce  August 2007 - July 2009
Fayez Sarofim & Co.   June 1997 - June 2005

Skills
Public Speaking, Microsoft Office, Research, Higher Education, Non-profits, Teaching, Strategic Planning, Community Outreach, Program Development, Public Relations, Fundraising, Nonprofits, Staff Development, Leadership Development, Grant Writing, Program Management, Social Media

Education
University of Houston-Clear Lake   2007 — 2008
M.A., Cross Cultural Studies

University of Houston-Clear Lake   2005 — 2006
B.S., Psychology

Randy Scarborough Randy Scarborough Houston, Texas Area Details
Randy Scarborough's Fayez Sarofim & Co. Experience February 1997 - Present
Job Senior Software Engineer at Fayez Sarofim & Co
Industry Information Technology and Services
Experience
Fayez Sarofim & Co.   February 1997 - Present
Compaq Computer Corp.  February 1995 - February 1997
Union Carbide Chemical Company   September 1992 - February 1995
Lockheed Martin  March 1989 - September 1992

Skills
Business Intelligence, Business Objects BOE 4, Microsoft Office, Microsoft Word, SQL Server Management..., Microsoft Excel, Databases, VB .Net, VBA macros, QuickTest Pro, Powerhouse, Erwin, Access, JavaScript, SharePoint, Software Development, ETL, Requirements Analysis, Microsoft SQL Server

Education
Lamar University   1982 — 1987
BS Computer Science

Kountze   1977 — 1981
High School, College Prep

Lisanne Balcells-Baldwin Lisanne Balcells-Baldwin Houston, Texas Area Details
Lisanne Balcells-Baldwin's Fayez Sarofim & Co. Experience contract programmer, specializing in Microsoft Excelvarious1994 - 2000
Job Contract Programmer at Fayez Sarofim & Co.
Industry Information Technology and Services
Experience
Fayez Sarofim & Co.   contract programmer, specializing in Microsoft Excelvarious1994 - 2000
Amoco Production Co  1979 - 1994

Education
University of Miami   1976 — 1978
Marine Geology and Geophysics

University of Wyoming   1973 — 1976
MS, Geology

University of Wyoming   1970 — 1973
BS, Geology

Nadine Combe, MBA Nadine Combe, MBA Houston, Texas Area Details
Nadine Combe, MBA's Fayez Sarofim & Co. Experience September 2003 - Present
Job Analyst at Fayez Sarofim & Co.
Industry Financial Services
Experience
Fayez Sarofim & Co.   September 2003 - Present
AIM Investments  2000 - 2003
Allmerica Financial  1998 - 2000
Van Kampen Investments  1997 - 2000

Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis

Education
University of Houston, C.T. Bauer College of Business
BBA, Finance

University of Houston, C.T. Bauer College of Business
MBA, Finance

Joan Arbour Joan Arbour Houston, Texas Area Details
Joan Arbour's Fayez Sarofim & Co. Experience 1979 - 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Retired Accounting Professional   January 2000 - Present
Fayez Sarofim & Co.   1979 - 1999

Skills
Strategic Planning, Customer Service, Strategic Financial..., Program Management, Budgets, New Business Development, Contract Negotiation

Education
LSU   1962 — 1967
BS, Accounting

DeQuincy High School   1959 — 1962

Stephanie Schulman Stephanie Schulman Houston, Texas Area Details
Stephanie Schulman's Fayez Sarofim & Co. Experience 1999 - 2000
Job Experienced Financial Services Technical Analyst
Industry Financial Services
Experience
Tanglewood Legacy Advisors, LLC   March 2010 - July 2012
UBS Wealth Management  January 2009 - October 2009
Oppenheimer & Co.   December 2007 - January 2009
Trico Marine   2005 - 2007
JP Morgan Chase  2002 - 2004
Fayez Sarofim & Co.   1999 - 2000
Palley-Needelman   1993 - 1998
Friedberg Investment Management   1989 - 1992

Skills
Excel, Asset Management, Microsoft Office, Outlook, Word, PowerPoint, Access, Lotus Notes, Spreadsheets, Process Improvement, Documentation, Problem Solving, Visio, Data Analysis, Windows, Writing, Event Planning, Banking, HTML, Social Media, Securities, Equities, Credit, Data Entry, Client Service, Investments, Databases, Compliance, Research, Software Documentation, Asset Managment, Microsoft Excel, Microsoft Word, Asset Allocation, Mutual Funds, Training, Risk Management, Finance, Financial Modeling, Bloomberg, Bonds, Hedge Funds

Education
The University of Texas at Arlington   1985 — 1987
not complete, English, Biology

Frank Daily Frank Daily Houston, Texas Details
Frank Daily's Fayez Sarofim & Co. Experience June 2004 - June 2006
Job Lazard
Industry Investment Banking
Experience
Lazard Frères & Co.   March 2013 - Present
Lazard Frères & Co.   June 2012 - August 2012
Neuberger Berman  August 2008 - August 2011
Newport Global Advisors   June 2006 - July 2008
Fayez Sarofim & Co.   June 2004 - June 2006
Lincoln Capital Fixed Income Management   March 2003 - May 2004
Harris Trust & Savings Bank  1999 - 2003

Education
Rice University   2011 — 2013
MBA, Jones Graduate School of Business

University of Notre Dame   1995 — 1999
BA, Government and Latin American Studies

Universidad Iberoamericana, Ciudad de México   1996 — 1997

Series 7,79

St. Thomas HS

Sanjay Notakar Sanjay Notakar Houston, Texas Area Details
Sanjay Notakar's Fayez Sarofim & Co. Experience June 2000 - July 2007
Job Technology Strategist and Agilist with expertise across Strategy, Transformation, and Delivery
Industry Computer Software
Experience
Independent Consultant  October 2014 - Present
American Credit Acceptance  May 2015 - July 2015
ABB  April 2014 - September 2014
ABB Enterprise Software  January 2013 - September 2014
L&T Infotech - Insurance Business Unit   December 2009 - January 2013
Travelers Insurance  January 2010 - March 2012
Novosad Hayes Associates   June 2000 - December 2009
Fayez Sarofim & Co.   June 2000 - July 2007
Various  2000 - 2000

Skills
Enterprise Architecture, Solution Architecture, SOA, SDLC, Agile Methodologies, Software Project..., IT Strategy, Enterprise Software, Requirements Analysis, Web Services, Business Intelligence, Software Development, .NET, Integration, Business Process, Business Analysis, Scrum, Consulting, Project Management, Management, Requirements Gathering, Architecture, Microsoft SQL Server, Technology Strategy, XML, Program Management

Education
Texas A&M University
Master of Computer Sciences, Computer Science

James Calkins James Calkins Oklahoma City, Oklahoma Area Details
James Calkins's Fayez Sarofim & Co. Experience January 1997 - January 2000
Job Sharepoint Administrator and BI Team member at Foundation Healthcare
Industry Computer Software
Experience
Foundation Healthcare  November 2013 - November 2014
Stillwater National Bank  July 2012 - November 2013
District Attorneys Council  October 2010 - July 2012
Accel Financial Staffing - Chesapeake Energy   January 2010 - November 2010
Oklahoma Department of Veterans Affairs  April 2004 - July 2009
ODVA-Contract   July 2000 - March 2004
Fayez Sarofim & Co.   January 1997 - January 2000
Finesse Services - Calkins Services   July 1995 - November 1997
Real Estate Tax Service   November 1994 - July 1996
Contract Programmer  November 1990 - November 1994

Skills
Business Process, Program Management, SQL, SharePoint, Access, Project Management

Education
University of Kentucky College of Law   1986 — 1989
JD, Law

University of Kentucky   1982 — 1986
BS, Accounting/finance

Shonda Hiers Shonda Hiers Dayton, Ohio Area Details
Shonda Hiers's Fayez Sarofim & Co. Experience April 1992 - June 2007
Job Human Resources at AlliedSoft, LLC
Industry Internet
Experience
AlliedSoft dba Allied Security and Defense Systems   June 2015 - Present
Moreover Technologies  August 2009 - February 2015
Fayez Sarofim & Co.   April 1992 - June 2007

Skills
Salesforce.com, Lead Generation, Social Media, Strategic Partnerships, SaaS, B2B, Sales, Analytics, Enterprise Software, New Business Development

Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Finance

Harold McGriff Harold McGriff Houston, Texas Area Details
Harold McGriff's Fayez Sarofim & Co. Experience January 2005 - December 2005
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia securities  March 2008 - February 2009
J P Morgan Chase  December 2005 - July 2007
Fayez Sarofim & Co.   January 2005 - December 2005

Skills
Trade Settlement, Income Processing, Corporate Actions, User Acceptance Testing, Procedure Review, Settlement, Securities, Equities, Financial Services, Fixed Income, Funding, Back Office

Education
Roosevelt University
BA, Economics

Katie Skurski, CFA Katie Skurski, CFA Chapel Hill, North Carolina Details
Katie Skurski, CFA's Fayez Sarofim & Co. Experience March 2001 - July 2002
Job COO/Portfolio Manager at Gulfstream Capital
Industry Financial Services
Experience
Gulfstream Capital   May 2014 - Present
MoneyZen Wealth Management   July 2012 - May 2014
Nike  April 2007 - April 2011
Nike  March 2006 - April 2007
Ruby Tuesday  May 2005 - July 2006
Fayez Sarofim & Co.   March 2001 - July 2002
Enron  1999 - 2001
Enron  1999 - 2001

Skills
Investments, Financial Analysis, Strategic Planning, Financial Modeling, Forecasting, Valuation, Portfolio Management, Strategic Financial..., Asset Management, Corporate Finance, Mergers & Acquisitions, Business Strategy, Competitive Analysis, Strategy

Education
Duke University - The Fuqua School of Business   2002 — 2004
MBA, Finance

Vanderbilt University   1995 — 1999
BS, Economics

Peyton Bryant Peyton Bryant Greater New York City Area Details
Peyton Bryant's Fayez Sarofim & Co. Experience June 2009 - July 2009
Job Associate at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  July 2011 - Present
Rockwood Investment Partners  June 2010 - August 2010
Fayez Sarofim & Co.   June 2009 - July 2009

Skills
Teamwork, Research, Financial Analysis, Bloomberg Terminal, Series 7, Fixed Income, Fixed Income Portfolio..., Portfolio Management

Education
Texas Christian University - M.J. Neeley School of Business   2007 — 2011
Bachelor of Business Administration (BBA), Finance

Jennifer Sillavan Jennifer Sillavan Houston, Texas Area Details
Jennifer Sillavan's Fayez Sarofim & Co. Experience October 2012 - Present
Job Corporate Accountant at Fayez Sarofim & Co.
Industry Accounting
Experience
Fayez Sarofim & Co.   October 2012 - Present
PKF Texas  November 2010 - October 2012
Puma  May 2009 - October 2010
Pannell, Kerr, Forster P.C. of Texas   February 2009 - April 2009
U.S. Steel Bellville Operations   May 2007 - August 2007

Skills
Tax, Accounts Payable, Spreadsheets, Accounting, Microsoft Excel, GoSystems, Checkpoint, PowerPoint, Microsoft Word, QuickBooks, Income, Analysis, Corporate Tax, Fixed Assets, Income Tax, Payroll, General Ledger, Financial Reporting

Education
University of Houston, C.T. Bauer College of Business   2009 — 2010
M.S. in Accountancy, Tax Accounting

Tarleton State University   2005 — 2008
Bachelor of Business Administration (BBA), Accounting

Rogers Crain Rogers Crain Houston, Texas Area Details
Rogers Crain's Fayez Sarofim & Co. Experience June 2008 - July 2008
Job MBA Candidate, Class of 2016 at Jones Graduate School of Business, Rice University
Industry Oil & Energy
Experience
Independent  October 2010 - November 2013
Fayez Sarofim & Co.   June 2008 - July 2008
Amegy Bank  June 2007 - August 2007

Skills
Negotiation, Petroleum, Energy Industry, Natural Gas, Leases, Due Diligence, Energy, Gas, Oil & Gas Industry, Contract Negotiation, Mineral Rights, Title Opinions, Lease Negotiations, Titles

Education
Rice University - Jesse H. Jones Graduate School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Washington and Lee University   2005 — 2009
BA, European History

Rhonda Lowe Rhonda Lowe League City, Texas Details
Rhonda Lowe's Fayez Sarofim & Co. Experience December 2001 - April 2008
Job Photographer at Hallway2Marketing
Industry Photography
Experience
Hallway2Marketing   June 2015 - Present
Freelance Photographer  2014 - Present
TSS Photography  September 2013 - Present
Spring Action Photos   May 2012 - Present
Your Sporting Image   2011 - Present
The Richland Companies   August 2012 - June 2015
First Community Bank  April 2008 - January 2012
Fayez Sarofim & Co.   December 2001 - April 2008
Morgan Stanley Smith Barney  November 2000 - December 2001
UBS  September 1995 - October 2000

Skills
Digital Photography, Fine Art Photography, Photography, Photoshop, Lightroom, InDesign, Adobe Bridge, Accounting, Investments, Cash Management, Portfolio Management, General Ledger, Auditing, Property Management, Negotiation, Social Media, Project Management

Education
University of Houston-Clear Lake   2011 — 2015
Bachelor of Fine Arts (BFA), Art & Design

Meridian Community College   1991 — 1993
Associates, Business

Southeast Lauderdale   1979 — 1991
Diploma, General Studies

David Searls David Searls Houston, Texas Area Details
David Searls's Fayez Sarofim & Co. Experience September 2012 - Present
Job Vice President at Fayez Sarofim & Co.
Industry Banking
Experience
Fayez Sarofim & Co.   September 2012 - Present
Credit Suisse  September 2010 - August 2012
Goldman Sachs  2002 - 2010
PricewaterhouseCoopers  1999 - 2002

Education
University of Houston Law Center   1996 — 1999
J.D.

The University of Texas at Austin - Red McCombs School of Business   1994 — 1996
M.P.A.

Vanderbilt University   1990 — 1994
B.A.

St. John's School

Tommy Hensley, CFA Tommy Hensley, CFA Houston, Texas Area Details
Tommy Hensley, CFA's Fayez Sarofim & Co. Experience September 2008 - April 2011
Job Crude Analyst at Shell Trading
Industry Investment Management
Experience
Shell Trading  August 2014 - Present
Eagle Global Advisors  June 2013 - August 2013
Goldfinch Capital   January 2012 - September 2012
Goldfinch Capital   May 2011 - August 2011
Fayez Sarofim & Co.   September 2008 - April 2011
Newport Global Advisors LP   2007 - 2008

Skills
Valuation, Financial Modeling, Trading, Commodity Markets, Bloomberg, Equity Research, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Asset Management, Financial Analysis, Corporate Finance, Investments, Hedging, Commodity

Education
Rice University - Jesse H. Jones Graduate School of Management   2011 — 2014
Master of Business Administration (MBA), 3.70

University of Southern California   2003 — 2007
Finance

patricia levin patricia levin Houston, Texas Area Details
patricia levin's Fayez Sarofim & Co. Experience May 2001 - May 2009
Job Bankruptcy Paralegal at Hughes Watters Askanase, LLP
Industry Legal Services
Experience
Hughes Watters Askanase, LLP  February 2014 - Present
Marker Group   September 2011 - June 2013
Ronald Esposito and Associates   June 2011 - June 2011
Lone Star Legal Aid  September 2010 - June 2011
Fayez Sarofim & Co.   May 2001 - May 2009
FAYEZ SAROFIM AND COMPANY   January 1994 - January 2000

Skills
Courts, Research, Legal Writing, Trials, Legal Documents, Filing, Proofreading, Microsoft Office..., Document Review, ProDoc, Practice Manager, Small Office Suite, TimeSlips, Calendaring, Docketing, Litigation Support, Legal Research, Legal Assistance

Education
Houston Community College   2010 — 2011
Paralegal Technology

ICS   1997 — 2000
Associate's Degree, Business Management

Jenny Oum Jenny Oum Houston, Texas Area Details
Jenny Oum's Fayez Sarofim & Co. Experience March 2012 - August 2012
Job Senior Tax Accountant at Apache Corporation
Industry Management Consulting
Experience
Apache Corporation  July 2014 - Present
Apache Corporation  July 2013 - June 2014
Apache Corporation  August 2012 - June 2013
Fayez Sarofim & Co.   March 2012 - August 2012
Deloitte & Touche  November 2009 - March 2012

Skills
US GAAP, Tax, Financial Reporting, SEC filings

Education
The University of Texas at Austin - The Red McCombs School of Business   2008 — 2009
Master in Professional Accounting, Accounting

The Chinese University of Hong Kong   2008 — 2008
Business

The University of Texas at Austin - The Red McCombs School of Business   2004 — 2008
Bachelor of Business Administration, Business Honors Program

Laura Soderberg Laura Soderberg Portland, Oregon Details
Laura Soderberg's Fayez Sarofim & Co. Experience 1986 - 1994
Job Office Manager
Industry Alternative Medicine
Experience
Not Given  2011 - Present
Bargreen Ellingson  1995 - 2008
Fayez Sarofim & Co.   1986 - 1994

Skills
Office Management, Administrative..., Office Administration, Outlook, Data Entry, Customer Service, Microsoft Word, Invoicing, Microsoft Office, Microsoft Excel, QuickBooks, Close Attention to..., Organized self-starter

Education
Mt. Hood Community College

Laura Beverly Laura Beverly Bellaire, Texas Details
Laura Beverly's Fayez Sarofim & Co. Experience October 1991 - December 2012
Job Portfolio Analyst
Industry Investment Management
Experience
Burnett Staffing Specialists - Houston   January 2013 - May 2013
Fayez Sarofim & Co.   October 1991 - December 2012

Education
Texas A&M University   1978 — 1982
Bachelor of Business Administration (BBA), Finance, General

Michel Hampton Michel Hampton Houston, Texas Details
Michel Hampton's Fayez Sarofim & Co. Experience February 1998 - Present
Job Tax Manager at Fayez Sarofim & Co.
Industry Investment Management
Experience
Fayez Sarofim & Co.   February 1998 - Present

Skills
International Tax, Tax Research, Tax Accounting, Transfer Pricing, Tax Law, Tax Advisory, Corporate Tax, Partnership Taxation, Tax, FIN 48, State Tax, US Tax

Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance

James Rohan James Rohan Houston, Texas Area Details
James Rohan's Fayez Sarofim & Co. Experience November 2001 - February 2005
Job Import Operations Coordinator at Nippon Concept America
Industry Import and Export
Experience
Nippon Concept America   February 2015 - Present
Leschaco Inc.  February 2006 - February 2015
Fayez Sarofim & Co.   November 2001 - February 2005

Education
University of Houston
Business Administration and Management, General

Michael Gobbi Michael Gobbi Southlake, Texas Details
Michael Gobbi's Fayez Sarofim & Co. Experience February 1989 - June 1995
Job Hunting Mid Century Owner
Industry Design
Experience
Hunting Mid Century   June 2010 - Present
Holt, Rinehart and Winston  1995 - 2001
Fayez Sarofim & Co.   February 1989 - June 1995

Skills
Start-ups

Education
Texas A&M University   1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance

Doug Alder, CFA Doug Alder, CFA Houston, Texas Details
Doug Alder, CFA's Fayez Sarofim & Co. Experience June 2002 - Present
Job Vice President at Fayez Sarofim & Co.
Industry Investment Management
Experience
Fayez Sarofim & Co.   June 2002 - Present

Education
The University of Texas at Austin   2000 — 2002
Master of Business Administration (M.B.A.)

Brigham Young University   1991 — 1997
Bachelor's Degree, Mechanical Engineering

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