FCA Corp
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FCA Corp Employees
Employee
Years
Job
Industry
Lynn Bradshaw Lynn Bradshaw's FCA Corp Experience December 1982 - July 1984
Job CPA
Industry Accounting
Experience
Self-employed August 1983 - Present
FCA Corp December 1982 - July 1984
Main Hurdman, Houston, TX July 1981 - December 1982
Skills
Personal Income Tax..., CPA, Tax, Tax Accounting, Financial Accounting, Financial Reporting, Small Business Tax, Tax Research, Partnership Taxation, Tax Returns, Sales Tax, Corporate Tax, GAAP, Accounting
Education
University of Houston 1981 — 1984
MS, Accountancy
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Accounting
Self-employed August 1983 - Present
FCA Corp December 1982 - July 1984
Main Hurdman, Houston, TX July 1981 - December 1982
Skills
Personal Income Tax..., CPA, Tax, Tax Accounting, Financial Accounting, Financial Reporting, Small Business Tax, Tax Research, Partnership Taxation, Tax Returns, Sales Tax, Corporate Tax, GAAP, Accounting
Education
University of Houston 1981 — 1984
MS, Accountancy
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Accounting
Kristen Prince Kristen Prince's FCA Corp Experience June 2006 - September 2007
Job Portfolio Analyst/Wealth Manager at True North Advisors
Industry Investment Management
Experience
MOOYAH Burgers, Fries and Shakes June 2015 - Present
True North Advisors September 2007 - April 2015
FCA Corp June 2006 - September 2007
Education
University of Houston
MOOYAH Burgers, Fries and Shakes June 2015 - Present
True North Advisors September 2007 - April 2015
FCA Corp June 2006 - September 2007
Education
University of Houston
Andrew Grizzle Andrew Grizzle's FCA Corp Experience May 2012 - May 2014
Job Market Analyst at Vega Energy
Industry Oil & Energy
Experience
Vega Energy June 2014 - Present
FCA Corp May 2012 - May 2014
Northern Lights High Adventure Base May 2011 - August 2011
Department of Management- University of Miami School of Business Administration October 2009 - May 2011
Tunnelbrook Capital August 2009 - January 2010
Skills
PowerPoint, Excel, R, Stata, SPSS, Spanish, Access, SharePoint, VBA
Education
University of Miami 2008 — 2012
BSBA, BS, Economics, Math
Vega Energy June 2014 - Present
FCA Corp May 2012 - May 2014
Northern Lights High Adventure Base May 2011 - August 2011
Department of Management- University of Miami School of Business Administration October 2009 - May 2011
Tunnelbrook Capital August 2009 - January 2010
Skills
PowerPoint, Excel, R, Stata, SPSS, Spanish, Access, SharePoint, VBA
Education
University of Miami 2008 — 2012
BSBA, BS, Economics, Math
Ronald Manning, CFA Ronald Manning, CFA's FCA Corp Experience January 2007 - Present
Job Investment Analyst at FCA Corp
Industry Investment Management
Experience
FCA Corp January 2007 - Present
Skills
Alternative Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Investments, Financial Modeling, Equity Research, Equity Valuation, Wealth Management, Investment Management, Corporate Finance, Bloomberg, Investment Strategies, Performance Attribution, Value Investing, Fixed Income Analysis, Fundamental Analysis, Bloomberg Terminal, ETFs, Securities, Mutual Funds, Quantitative Analytics, Tactical Asset..., Valuation, Fixed Income
Education
Rice University 1985 — 1989
Bachelor's degree, Policy Studies
Texas Tech University 2006 — 2007
Master's degree, Finance
FCA Corp January 2007 - Present
Skills
Alternative Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Investments, Financial Modeling, Equity Research, Equity Valuation, Wealth Management, Investment Management, Corporate Finance, Bloomberg, Investment Strategies, Performance Attribution, Value Investing, Fixed Income Analysis, Fundamental Analysis, Bloomberg Terminal, ETFs, Securities, Mutual Funds, Quantitative Analytics, Tactical Asset..., Valuation, Fixed Income
Education
Rice University 1985 — 1989
Bachelor's degree, Policy Studies
Texas Tech University 2006 — 2007
Master's degree, Finance
Joshua Prince, CFP® Joshua Prince, CFP®'s FCA Corp Experience February 2006 - September 2007
Job Client Advisor at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation October 2014 - Present
Bernstein Global Wealth Management April 2012 - September 2014
Bernstein Global Wealth Management September 2007 - March 2012
FCA Corp February 2006 - September 2007
Skills
Investments, Asset Allocation, Asset Management, Alternative Investments, Series 7, Investment Strategies, Personal Financial..., Mutual Funds, Retirement Planning
Education
Texas Tech University 2001 — 2005
Bachelor of Science, Personal Financial Planning
DeSoto High School 1998 — 2001
High School
Northern Trust Corporation October 2014 - Present
Bernstein Global Wealth Management April 2012 - September 2014
Bernstein Global Wealth Management September 2007 - March 2012
FCA Corp February 2006 - September 2007
Skills
Investments, Asset Allocation, Asset Management, Alternative Investments, Series 7, Investment Strategies, Personal Financial..., Mutual Funds, Retirement Planning
Education
Texas Tech University 2001 — 2005
Bachelor of Science, Personal Financial Planning
DeSoto High School 1998 — 2001
High School
Ashley McPhail Ashley McPhail's FCA Corp Experience May 2006 - August 2006
Job Business Strategist
Industry Hospital & Health Care
Experience
Texas Medical Center June 2015 - Present
Self-Help May 2014 - December 2014
GMMB October 2007 - May 2013
Millsaps College January 2007 - April 2007
American Red Cross August 2006 - December 2006
FCA Corp May 2006 - August 2006
Skills
Strategic Communications, Marketing Communications, Marketing Strategy, Corporate Social..., Social Media, Writing, Strategic Planning, Event Planning, Event Management, International..., Global Health, Healthcare, Blogging, Annual Reports, Stakeholder Engagement, Advertising, Account Management, Non-profits, Market Research, Message Development, Nonprofits, Media Relations
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Corporate Strategy
Millsaps College 2003 — 2007
BBA, Business Management, Human Services, Faith & Work
Texas Medical Center June 2015 - Present
Self-Help May 2014 - December 2014
GMMB October 2007 - May 2013
Millsaps College January 2007 - April 2007
American Red Cross August 2006 - December 2006
FCA Corp May 2006 - August 2006
Skills
Strategic Communications, Marketing Communications, Marketing Strategy, Corporate Social..., Social Media, Writing, Strategic Planning, Event Planning, Event Management, International..., Global Health, Healthcare, Blogging, Annual Reports, Stakeholder Engagement, Advertising, Account Management, Non-profits, Market Research, Message Development, Nonprofits, Media Relations
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance and Corporate Strategy
Millsaps College 2003 — 2007
BBA, Business Management, Human Services, Faith & Work
Clayton Moyer Clayton Moyer's FCA Corp Experience January 2008 - Present
Job Financial Planner at FCA Corp
Industry Investment Management
Experience
FCA Corp January 2008 - Present
Skills
Portfolio Management, Tax Preparation, Tax Planning, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Series 65, Financial Planning, Certified Financial..., Microsoft Office, eMoney Advisor, ProSystem fx Tax, CCH
Education
Rice University 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Education Program
Stephen F. Austin State University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General, Magna Cum Laude
FCA Corp January 2008 - Present
Skills
Portfolio Management, Tax Preparation, Tax Planning, Wealth Management, Investment Advisory, Retirement Planning, Estate Planning, Series 65, Financial Planning, Certified Financial..., Microsoft Office, eMoney Advisor, ProSystem fx Tax, CCH
Education
Rice University 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Education Program
Stephen F. Austin State University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General, Magna Cum Laude
Inge W. Carvajal's FCA Corp Experience December 1984 - December 1988
Job Sr. Admin Assistant at Technip
Industry Oil & Energy
Experience
Technip September 2012 - Present
The Shaw Group September 2004 - August 2012
Kelly Services March 2003 - August 2004
Infineum January 1999 - March 2003
BP January 1997 - December 1998
William Gallagher Associates July 1994 - December 1996
Sunbelt Management (Cemex) July 1992 - July 1994
Seaboard Arval (EPN) January 1989 - June 1992
FCA Corp December 1984 - December 1988
Bechtel Corporation July 1980 - November 1984
Skills
Process Scheduler, Outlook, Microsoft Word, Administrative..., Supervisory Skills, Lotus Notes, Software Documentation, Microsoft Excel, Data Entry, Employee Relations, Inventory Management, Contract Management, Payroll, Access, Office Administration, PowerPoint, Logistics, Budgets, Recruiting, Procurement, System Administration, Visio, Human Resources, Invoicing, MS Project, Benefits Administration, SAP, Purchasing, Project Planning, Training, Office Management, Microsoft Office, Customer Service, Project Coordination, Adobe Acrobat, Spreadsheets
Education
Houston Community College 1989 — 2004
Business / Accounting Major
Massey Business College 1978 — 1979
Diploma, Executive Secretary
Colegio J Kennedy, Piras, S Paulo, Brasil 1974 — 1977
High School, General Studies
Colegio Aleman, Sta Cruz, Bolivia 1964 — 1966
Technip September 2012 - Present
The Shaw Group September 2004 - August 2012
Kelly Services March 2003 - August 2004
Infineum January 1999 - March 2003
BP January 1997 - December 1998
William Gallagher Associates July 1994 - December 1996
Sunbelt Management (Cemex) July 1992 - July 1994
Seaboard Arval (EPN) January 1989 - June 1992
FCA Corp December 1984 - December 1988
Bechtel Corporation July 1980 - November 1984
Skills
Process Scheduler, Outlook, Microsoft Word, Administrative..., Supervisory Skills, Lotus Notes, Software Documentation, Microsoft Excel, Data Entry, Employee Relations, Inventory Management, Contract Management, Payroll, Access, Office Administration, PowerPoint, Logistics, Budgets, Recruiting, Procurement, System Administration, Visio, Human Resources, Invoicing, MS Project, Benefits Administration, SAP, Purchasing, Project Planning, Training, Office Management, Microsoft Office, Customer Service, Project Coordination, Adobe Acrobat, Spreadsheets
Education
Houston Community College 1989 — 2004
Business / Accounting Major
Massey Business College 1978 — 1979
Diploma, Executive Secretary
Colegio J Kennedy, Piras, S Paulo, Brasil 1974 — 1977
High School, General Studies
Colegio Aleman, Sta Cruz, Bolivia 1964 — 1966
Aaron Patterson Aaron Patterson's FCA Corp Experience November 2011 - April 2013
Job Independent SharePoint/BI Consultant at SelfEmployed
Industry Information Technology and Services
Experience
Self-Employed April 2015 - Present
Seattle Pacific University June 2014 - November 2014
CompuCom August 2013 - June 2014
FCA Corp November 2011 - April 2013
FCA Corp January 2005 - November 2011
FCA Corp March 2003 - January 2005
Skills
Access, SQL Server, SQL, IT Management, HTML, SharePoint, Databases, Troubleshooting, Visual Basic, ASP.NET, Integration, VB.NET, Software Development, Crystal Reports, Application Development, IT Service Management, IT Strategy, .NET, Systems Analysis, Visio, Business Analysis, Quality Assurance, Networking, Project Delivery, Project Management, Risk Management, Process Improvement, Program Management, User Experience, Requirements Gathering
Education
University of Houston
Bachelor of Arts (BA), Psychology
Self-Employed April 2015 - Present
Seattle Pacific University June 2014 - November 2014
CompuCom August 2013 - June 2014
FCA Corp November 2011 - April 2013
FCA Corp January 2005 - November 2011
FCA Corp March 2003 - January 2005
Skills
Access, SQL Server, SQL, IT Management, HTML, SharePoint, Databases, Troubleshooting, Visual Basic, ASP.NET, Integration, VB.NET, Software Development, Crystal Reports, Application Development, IT Service Management, IT Strategy, .NET, Systems Analysis, Visio, Business Analysis, Quality Assurance, Networking, Project Delivery, Project Management, Risk Management, Process Improvement, Program Management, User Experience, Requirements Gathering
Education
University of Houston
Bachelor of Arts (BA), Psychology
Kimberly Connolly Kimberly Connolly's FCA Corp Experience November 2013 - February 2014
Job Account Support Associate at EY
Industry Entertainment
Experience
EY September 2014 - Present
Surefire Industries, LLC March 2014 - July 2014
FCA Corp November 2013 - February 2014
Mohle Adams August 2011 - November 2013
Mohle Adams, LLP July 2010 - August 2011
Sam Houston State University June 2008 - July 2010
Sam Houston State University December 2009 - June 2010
Skills
Customer Service, Peripherals, Data Entry, Conflict Management, Outlook, Troubleshooting, Microsoft Office, System Administration, Leadership, Public Relations, Communication Theory, Technical Support, Social Networking, Public Speaking
Education
Sam Houston State University 2006 — 2010
BS, Communication Studies, Psychology, Criminal Justice
EY September 2014 - Present
Surefire Industries, LLC March 2014 - July 2014
FCA Corp November 2013 - February 2014
Mohle Adams August 2011 - November 2013
Mohle Adams, LLP July 2010 - August 2011
Sam Houston State University June 2008 - July 2010
Sam Houston State University December 2009 - June 2010
Skills
Customer Service, Peripherals, Data Entry, Conflict Management, Outlook, Troubleshooting, Microsoft Office, System Administration, Leadership, Public Relations, Communication Theory, Technical Support, Social Networking, Public Speaking
Education
Sam Houston State University 2006 — 2010
BS, Communication Studies, Psychology, Criminal Justice
Susan Strong, CFP® Susan Strong, CFP®'s FCA Corp Experience March 2004 - March 2007
Job CERTIFIED FINANCIAL PLANNER™ practitioner | Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2009 - Present
Stavis Margolis Advisory Services March 2007 - December 2008
FCA Corp March 2004 - March 2007
Sussex Financial Group, Inc. May 1999 - December 2003
Tetra Tech / Whalen June 1995 - June 1997
United Methodist Publishing House October 1981 - December 1994
Education
Rice University 2003 — 2004
Certificate of Completion, CERTIFIED FINANCIAL PLANNER™
Purdue University 1977 — 1981
B.S., Computer Science
Ameriprise Financial Services, Inc. February 2009 - Present
Stavis Margolis Advisory Services March 2007 - December 2008
FCA Corp March 2004 - March 2007
Sussex Financial Group, Inc. May 1999 - December 2003
Tetra Tech / Whalen June 1995 - June 1997
United Methodist Publishing House October 1981 - December 1994
Education
Rice University 2003 — 2004
Certificate of Completion, CERTIFIED FINANCIAL PLANNER™
Purdue University 1977 — 1981
B.S., Computer Science
Lindsey Stapleton's FCA Corp Experience February 2008 - September 2010
Job Project Manager at Houston Methodist Primary Care Group/Specialty Physician Group
Industry Hospital & Health Care
Experience
Houston Methodist Physician's Organization June 2015 - Present
Houston Methodist Research Institute July 2011 - June 2015
Houston Methodist Hospital September 2010 - July 2011
FCA Corp February 2008 - September 2010
Skills
Applicant Tracking..., FMLA, Onboarding, Talent Acquisition, New Hire Orientations, Recruiting, Human Resources, Internet Recruiting, Sourcing, Interviews, Hiring, Resume Writing, Job Analysis, Healthcare, Screening Resumes, Exit Interviews, Benefits Administration, College Recruiting, Employee Relations, Workforce Planning, Training, PeopleSoft, Management, Employee Benefits, Talent Management, HR Policies, Performance Management, Leadership, Organizational..., Employee Engagement, Technical Recruiting, Process Improvement, Strategic Planning, Succession Planning, Leadership Development
Education
University of Houston 2003 — 2007
BBA, Management & Marketing
Houston Methodist Physician's Organization June 2015 - Present
Houston Methodist Research Institute July 2011 - June 2015
Houston Methodist Hospital September 2010 - July 2011
FCA Corp February 2008 - September 2010
Skills
Applicant Tracking..., FMLA, Onboarding, Talent Acquisition, New Hire Orientations, Recruiting, Human Resources, Internet Recruiting, Sourcing, Interviews, Hiring, Resume Writing, Job Analysis, Healthcare, Screening Resumes, Exit Interviews, Benefits Administration, College Recruiting, Employee Relations, Workforce Planning, Training, PeopleSoft, Management, Employee Benefits, Talent Management, HR Policies, Performance Management, Leadership, Organizational..., Employee Engagement, Technical Recruiting, Process Improvement, Strategic Planning, Succession Planning, Leadership Development
Education
University of Houston 2003 — 2007
BBA, Management & Marketing
Victor Powell Victor Powell's FCA Corp Experience April 2014 - October 2014
Job Client Relationship Coordinator at Tanglewood Wealth Management
Industry Financial Services
Experience
Tanglewood Wealth Management October 2014 - Present
FCA Corp April 2014 - October 2014
FCA Corp July 2011 - October 2014
Wells Fargo Advisors January 2011 - May 2011
SFASU School of Music August 2009 - May 2011
Skills
Investments, Personal Financial..., Tax Preparation, Tax Accounting, eMoney Advisor
Education
Stephen F. Austin State University 2007 — 2011
B.B.A., Finance
Tanglewood Wealth Management October 2014 - Present
FCA Corp April 2014 - October 2014
FCA Corp July 2011 - October 2014
Wells Fargo Advisors January 2011 - May 2011
SFASU School of Music August 2009 - May 2011
Skills
Investments, Personal Financial..., Tax Preparation, Tax Accounting, eMoney Advisor
Education
Stephen F. Austin State University 2007 — 2011
B.B.A., Finance
wes yuhnke wes yuhnke's FCA Corp Experience
Job Chief Investment Officer at FCA Corp
Industry Investment Management
Experience
FCA Corp
Skills
Alternative Investments, Asset Allocation, Investments, Portfolio Management, Asset Management, Equities, Investment Management, Financial Analysis
Education
Texas Tech University 2002 — 2003
Master of Business Administration (MBA), Accounting and Finance
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Mayde Creek
FCA Corp
Skills
Alternative Investments, Asset Allocation, Investments, Portfolio Management, Asset Management, Equities, Investment Management, Financial Analysis
Education
Texas Tech University 2002 — 2003
Master of Business Administration (MBA), Accounting and Finance
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Mayde Creek
Henry Navnitlal Henry Navnitlal's FCA Corp Experience May 2002 - August 2004
Job Asst. Bid Director at Kiewit Development Company
Industry Construction
Experience
Kiewit September 2014 - Present
Samsung C&T, Engineering & Construction Group February 2012 - May 2014
KPMG January 2007 - February 2012
Deutsche Bank June 2005 - September 2005
FCA Corp May 2002 - August 2004
Skills
Project Finance, Financial Modeling, Financial Analysis, Contract Negotiation, Business Development, Bid Preparation, Structured Finance, Corporate Finance, Public-Private..., Proposal Writing, Finance, Asset Management, Analysis, Portfolio Management, Public/private..., Valuation, Management, Due Diligence, Financial Structuring, Project Management, Equities, Investments, Infrastructure, Strategy, Public-private...
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA, Finance, Accounting, International Management
University of Houston 2002 — 2004
Hospitality Administration/Management
The University of Texas at Austin 1996 — 2000
BA, Computer Science
Kiewit September 2014 - Present
Samsung C&T, Engineering & Construction Group February 2012 - May 2014
KPMG January 2007 - February 2012
Deutsche Bank June 2005 - September 2005
FCA Corp May 2002 - August 2004
Skills
Project Finance, Financial Modeling, Financial Analysis, Contract Negotiation, Business Development, Bid Preparation, Structured Finance, Corporate Finance, Public-Private..., Proposal Writing, Finance, Asset Management, Analysis, Portfolio Management, Public/private..., Valuation, Management, Due Diligence, Financial Structuring, Project Management, Equities, Investments, Infrastructure, Strategy, Public-private...
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2006
MBA, Finance, Accounting, International Management
University of Houston 2002 — 2004
Hospitality Administration/Management
The University of Texas at Austin 1996 — 2000
BA, Computer Science
Jonathan Daum, MBA Jonathan Daum, MBA's FCA Corp Experience June 2013 - July 2013
Job Consultant at InAcuity
Industry Financial Services
Experience
In-Acuity January 2015 - Present
Crédit Agricole CIB May 2014 - May 2015
Cameron January 2014 - May 2014
FCA Corp June 2013 - July 2013
Self Funded Equities Trader January 2012 - May 2013
BancVue 2009 - 2012
Amerex Energy 2008 - 2009
Tutoring Business 2004 - 2009
Southwest Alliance of Asset Managers June 2007 - August 2007
Skills
Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, Business Analysis, Team Building, Analysis, Marketing, Strategic Planning, Microsoft Excel, Equities, Equity Research, Equity Trading, Hedging, Technical Analysis, Strategic Financial..., Business Intelligence, Start-ups, Risk/Reward Analysis, Critical Thinking, Strategic Consulting, Competitive Analysis, Analytics, Leadership, Trading, Finance, Strategy, Investments, Financial Planning
Education
Rice University - Jesse H. Jones Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Finance, Energy, Real Estate, Accounting
Memorial High School 2000 — 2003
Gifted and Talented Program
In-Acuity January 2015 - Present
Crédit Agricole CIB May 2014 - May 2015
Cameron January 2014 - May 2014
FCA Corp June 2013 - July 2013
Self Funded Equities Trader January 2012 - May 2013
BancVue 2009 - 2012
Amerex Energy 2008 - 2009
Tutoring Business 2004 - 2009
Southwest Alliance of Asset Managers June 2007 - August 2007
Skills
Financial Analysis, Risk Management, Financial Modeling, Portfolio Management, Business Analysis, Team Building, Analysis, Marketing, Strategic Planning, Microsoft Excel, Equities, Equity Research, Equity Trading, Hedging, Technical Analysis, Strategic Financial..., Business Intelligence, Start-ups, Risk/Reward Analysis, Critical Thinking, Strategic Consulting, Competitive Analysis, Analytics, Leadership, Trading, Finance, Strategy, Investments, Financial Planning
Education
Rice University - Jesse H. Jones Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Finance, Energy, Real Estate, Accounting
Memorial High School 2000 — 2003
Gifted and Talented Program
Lauren Boyles, CPA Lauren Boyles, CPA's FCA Corp Experience January 2009 - June 2011
Job Tax Analyst
Industry Accounting
Experience
Baker Hughes February 2013 - Present
Weaver June 2011 - February 2013
FCA Corp January 2009 - June 2011
Skills
Strategic Financial..., Accounting, Microsoft Excel, Tax
Education
Stephen F. Austin State University 2005 — 2008
BBA, Finance
Baker Hughes February 2013 - Present
Weaver June 2011 - February 2013
FCA Corp January 2009 - June 2011
Skills
Strategic Financial..., Accounting, Microsoft Excel, Tax
Education
Stephen F. Austin State University 2005 — 2008
BBA, Finance
Santana Mariscal's FCA Corp Experience May 2004 - January 2006
Job Senior IT Project Manager at BHP Billiton (Contractor)
Industry Information Technology and Services
Experience
BHP Billiton October 2014 - Present
Catapult Systems November 2012 - October 2014
Pariveda Solutions August 2008 - November 2012
Scaled Solutions July 2007 - August 2008
Chevron July 2007 - August 2008
Accenture January 2006 - July 2007
FCA Corp May 2004 - January 2006
Skills
Project Management, Business Process, Business Analysis, SharePoint, Leadership, Business Intelligence, Consulting, Strategic Planning, Account Management, Business Development, Management, SAP, SAP MII, Upstream, Petroleum, Software Development, Integration, Mentoring, P2 Energy Solutions, SDLC, Enterprise Software
Education
University of Houston, C.T. Bauer College of Business 2001 — 2003
Bachelor's degree, Management Information Systems (MIS)
BHP Billiton October 2014 - Present
Catapult Systems November 2012 - October 2014
Pariveda Solutions August 2008 - November 2012
Scaled Solutions July 2007 - August 2008
Chevron July 2007 - August 2008
Accenture January 2006 - July 2007
FCA Corp May 2004 - January 2006
Skills
Project Management, Business Process, Business Analysis, SharePoint, Leadership, Business Intelligence, Consulting, Strategic Planning, Account Management, Business Development, Management, SAP, SAP MII, Upstream, Petroleum, Software Development, Integration, Mentoring, P2 Energy Solutions, SDLC, Enterprise Software
Education
University of Houston, C.T. Bauer College of Business 2001 — 2003
Bachelor's degree, Management Information Systems (MIS)
Mona Lincoln, PHR, SHRM-CP's FCA Corp Experience March 2002 - February 2006
Job Senior HR Professional
Industry Human Resources
Experience
SURELINC, LLC June 2015 - Present
Wood Mackenzie June 2014 - June 2015
Jacobs Engineering February 2006 - June 2014
FCA Corp March 2002 - February 2006
Newfield Exploration August 2001 - February 2002
PriceWaterhouse Coopers September 1999 - November 2000
Hilton Worldwide October 1995 - September 1999
Skills
Leadership Resource..., Process Improvement, Customer Satisfaction, Staff Development, Human Resources, Workforce Planning, Employee Relations, Performance Management, HRIS, Talent Management, Onboarding, Talent Acquisition, Organizational..., Deferred Compensation, Recruiting, Succession Planning, HR Policies, Leadership Development, Benefits Administration, Leadership, Project Planning, Personnel Management, Employee Benefits, Labor Relations, Performance Appraisal, Expatriate Management, Graduate Recruitment, Culture Change, Job Descriptions, Payroll, SharePoint, HR Consulting, Training, Resume Writing, Temporary Placement, Hiring, Conflict Resolution, College Recruiting, Policy, Employee Engagement, Applicant Tracking..., New Hire Orientations, Change Management, Strategic HR
Education
University of Houston
BS
SURELINC, LLC June 2015 - Present
Wood Mackenzie June 2014 - June 2015
Jacobs Engineering February 2006 - June 2014
FCA Corp March 2002 - February 2006
Newfield Exploration August 2001 - February 2002
PriceWaterhouse Coopers September 1999 - November 2000
Hilton Worldwide October 1995 - September 1999
Skills
Leadership Resource..., Process Improvement, Customer Satisfaction, Staff Development, Human Resources, Workforce Planning, Employee Relations, Performance Management, HRIS, Talent Management, Onboarding, Talent Acquisition, Organizational..., Deferred Compensation, Recruiting, Succession Planning, HR Policies, Leadership Development, Benefits Administration, Leadership, Project Planning, Personnel Management, Employee Benefits, Labor Relations, Performance Appraisal, Expatriate Management, Graduate Recruitment, Culture Change, Job Descriptions, Payroll, SharePoint, HR Consulting, Training, Resume Writing, Temporary Placement, Hiring, Conflict Resolution, College Recruiting, Policy, Employee Engagement, Applicant Tracking..., New Hire Orientations, Change Management, Strategic HR
Education
University of Houston
BS
Roberto P. Delgado's FCA Corp Experience May 2011 - August 2014
Job Real Estate and Social Entrepreneurship
Industry Real Estate
Experience
Basis Real Estate January 2010 - Present
Tiger Orchid Coffee Company May 2011 - Present
FCA Corp May 2011 - August 2014
Patriot Capital Advisors May 2004 - January 2010
Merrill Lynch Capital 2003 - 2004
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 — 1997
BA
Basis Real Estate January 2010 - Present
Tiger Orchid Coffee Company May 2011 - Present
FCA Corp May 2011 - August 2014
Patriot Capital Advisors May 2004 - January 2010
Merrill Lynch Capital 2003 - 2004
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 — 1997
BA
Angelus Brady's FCA Corp Experience May 2007 - January 2008
Job Operations Analyst
Industry Computer Software
Experience
FCA Corp. May 2007 - January 2008
Advent Software February 1993 - January 2006
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Series 63, Financial Services, Investment Advisory, Fixed Income, Product Management, Equities, Asset Management, Bloomberg, Trading Systems, Derivatives, Mutual Funds, Strategic Financial..., Trading, Investments, Investment Management, Back Office, Options, Electronic Trading, Financial Analysis, Axys, Advent
Education
San Francisco State University 1977 — 1979
BA, Art History
California State University-Sacramento 1973 — 1977
Transfer, Art History
FCA Corp. May 2007 - January 2008
Advent Software February 1993 - January 2006
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Series 63, Financial Services, Investment Advisory, Fixed Income, Product Management, Equities, Asset Management, Bloomberg, Trading Systems, Derivatives, Mutual Funds, Strategic Financial..., Trading, Investments, Investment Management, Back Office, Options, Electronic Trading, Financial Analysis, Axys, Advent
Education
San Francisco State University 1977 — 1979
BA, Art History
California State University-Sacramento 1973 — 1977
Transfer, Art History
Carrie Hereford's FCA Corp Experience January 2005 - May 2005
Job IT Asset Analyst
Industry Information Technology and Services
Experience
Texas City ISD IT Asset Analyst IIAmerican National Insurance CoMarch 2007 - Present
Ignite, Inc. October 2008 - February 2009
Travelhost of San Antonio September 2005 - September 2006
FCA Corp January 2005 - May 2005
Quail Creek Country Club February 1999 - June 2000
The Hereford Companies January 1993 - May 1996
Skills
Customer Relations, Microsoft Office, Access, Billing, Accounts Receivable, Budgeting, Budgets, Customer Service, Data Entry, Management, System Administration, Spreadsheets, Microsoft Word, Invoicing, Insurance, Accounting, Outlook, Microsoft Excel
Education
University of Houston-Downtown 2000 — 2004
Bachelor of Arts, English
Southwest Texas State University 1996 — 1998
Studied Psychology
Texas City ISD IT Asset Analyst IIAmerican National Insurance CoMarch 2007 - Present
Ignite, Inc. October 2008 - February 2009
Travelhost of San Antonio September 2005 - September 2006
FCA Corp January 2005 - May 2005
Quail Creek Country Club February 1999 - June 2000
The Hereford Companies January 1993 - May 1996
Skills
Customer Relations, Microsoft Office, Access, Billing, Accounts Receivable, Budgeting, Budgets, Customer Service, Data Entry, Management, System Administration, Spreadsheets, Microsoft Word, Invoicing, Insurance, Accounting, Outlook, Microsoft Excel
Education
University of Houston-Downtown 2000 — 2004
Bachelor of Arts, English
Southwest Texas State University 1996 — 1998
Studied Psychology
Elizabeth (Corneliuson) McCaffrey's FCA Corp Experience May 2003 - June 2004
Job Vice President Administration at McCaffrey Homes
Industry Real Estate
Experience
McCaffrey Homes June 2007 - Present
Smith Barney October 2005 - June 2007
Nissan North America 2004 - 2005
FCA Corp May 2003 - June 2004
Skills
Financial Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investments, Finance, Real Estate, Risk Management, Valuation, Private Equity, Start-ups, Forecasting, Portfolio Management, Strategy, Management, Business Strategy, Strategic Planning
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Rice University 1996 — 2000
Bachelor of Arts (BA), Economics/ Managerial Studies
McCaffrey Homes June 2007 - Present
Smith Barney October 2005 - June 2007
Nissan North America 2004 - 2005
FCA Corp May 2003 - June 2004
Skills
Financial Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Investments, Finance, Real Estate, Risk Management, Valuation, Private Equity, Start-ups, Forecasting, Portfolio Management, Strategy, Management, Business Strategy, Strategic Planning
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Rice University 1996 — 2000
Bachelor of Arts (BA), Economics/ Managerial Studies
Ella Mahon, CFP®'s FCA Corp Experience January 2007 - August 2012
Job Accountant
Industry Financial Services
Experience
FCA Corp January 2007 - August 2012
FCA Corp 2004 - 2006
FCA Corp 2002 - 2003
SAVOY CAPITAL, INC. / FRANK LORENZO 2001 - 2002
Skills
Financial Analysis, Wealth, Retirement Planning, Strategic Financial..., Personal Financial..., Asset Allocation, Wealth Management, Series 65, Tax-advantaged..., Finance, Investments, Financial Planning, Tax
Education
University of Houston 2012 — 2013
Certificate in Accountancy Program, Accountancy and Taxation
Stephen F. Austin State University 1996 — 2000
BBA, Finance
FCA Corp January 2007 - August 2012
FCA Corp 2004 - 2006
FCA Corp 2002 - 2003
SAVOY CAPITAL, INC. / FRANK LORENZO 2001 - 2002
Skills
Financial Analysis, Wealth, Retirement Planning, Strategic Financial..., Personal Financial..., Asset Allocation, Wealth Management, Series 65, Tax-advantaged..., Finance, Investments, Financial Planning, Tax
Education
University of Houston 2012 — 2013
Certificate in Accountancy Program, Accountancy and Taxation
Stephen F. Austin State University 1996 — 2000
BBA, Finance
Jeff Manwaring's FCA Corp Experience December 2007 - Present
Job Financial Planning
Industry Financial Services
Experience
FCA Corp December 2007 - Present
Education
Rice University 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Education Program
Stephen F. Austin State University
Finance, Business Management
FCA Corp December 2007 - Present
Education
Rice University 2010 — 2011
CERTIFIED FINANCIAL PLANNER™ Education Program
Stephen F. Austin State University
Finance, Business Management
William LeVay's FCA Corp Experience November 2012 - Present
Job Chief Compliance Officer and General Counsel at FCA Corp
Industry Investment Management
Experience
FCA Corp November 2012 - Present
FCA Corp. March 2008 - November 2012
Education
Baylor University School of Law
Juris Doctris, Law
Indiana University Bloomington
Accounting and Business/Management
FCA Corp November 2012 - Present
FCA Corp. March 2008 - November 2012
Education
Baylor University School of Law
Juris Doctris, Law
Indiana University Bloomington
Accounting and Business/Management
Shanker Ayyar's FCA Corp Experience August 2012 - Present
Job Director tax finance FCA, President Eastern MM
Industry Financial Services
Experience
FCA Corp August 2012 - Present
Eastern MM Inc June 1990 - Present
KK Group March 2010 - July 2012
Houston Ship Repair Inc. August 1983 - February 2010
Education
University of Houston 1984 — 1989
Master’s Degree, Accounting, Finance, Taxation, 3.3
University of Houston 1980 — 1983
Master of Business Administration (M.B.A.), Finance, Marketing, Management, 3.5
St. Xaviers College, Kolkata 1974 — 1977
Bachelor's degree, Accounting and Business/Management
St. Xaviers High School,Delhi 1971 — 1974
School graduate, Physical Sciences
Hindi high school, kolkata , india 1963 — 1970
Middle School completion
FCA Corp August 2012 - Present
Eastern MM Inc June 1990 - Present
KK Group March 2010 - July 2012
Houston Ship Repair Inc. August 1983 - February 2010
Education
University of Houston 1984 — 1989
Master’s Degree, Accounting, Finance, Taxation, 3.3
University of Houston 1980 — 1983
Master of Business Administration (M.B.A.), Finance, Marketing, Management, 3.5
St. Xaviers College, Kolkata 1974 — 1977
Bachelor's degree, Accounting and Business/Management
St. Xaviers High School,Delhi 1971 — 1974
School graduate, Physical Sciences
Hindi high school, kolkata , india 1963 — 1970
Middle School completion
Mischelle Stewart's FCA Corp Experience May 1991 - May 1997
Job Budget Manager at Houston ISD
Industry Education Management
Experience
Houston ISD May 1997 - Present
FCA Corp May 1991 - May 1997
Parrish, Moody & Fikes, p.c. March 1981 - January 1991
Education
Baylor Law School 1977 — 1980
Doctor of Law (J.D.), Law
The George Washington University 1977 — 1978
Bachelor of Business Administration (B.B.A.), Finance, General
Baylor University 1974 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Baylor University Law School
Juris Doctor; BBA; BBA, Finance; Business/Law earned
University of Houston-Clear Lake
Masters of Education, Curriculum and Instruction
Houston ISD May 1997 - Present
FCA Corp May 1991 - May 1997
Parrish, Moody & Fikes, p.c. March 1981 - January 1991
Education
Baylor Law School 1977 — 1980
Doctor of Law (J.D.), Law
The George Washington University 1977 — 1978
Bachelor of Business Administration (B.B.A.), Finance, General
Baylor University 1974 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Baylor University Law School
Juris Doctor; BBA; BBA, Finance; Business/Law earned
University of Houston-Clear Lake
Masters of Education, Curriculum and Instruction
Zachary Monty's FCA Corp Experience July 2014 - August 2014
Job Litigation Assistant at Adame ★ Garza
Industry Law Practice
Experience
Adame ★ Garza July 2015 - September 2015
FCA Corp July 2014 - August 2014
Education
University of San Diego 2013 — 2017
Finance and Real Estate
Adame ★ Garza July 2015 - September 2015
FCA Corp July 2014 - August 2014
Education
University of San Diego 2013 — 2017
Finance and Real Estate