First Southwest Company
Industry: Company
DescriptionFounded: 1946 Parent organization: Hilltop Securities Holdings, LLC Subsidiaries: The Interstate Group, Friedman, Luzzatto & Co.
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First Southwest Company Employees
Employee
Years
Job
Industry
Leslie Penney Leslie Penney's First Southwest Company Experience July 1998 - October 2007
Job Technology Management Executive | Seeking new career opportunities leveraging technical expertise and leadership skills
Industry Government Administration
Experience
Ada County, Idaho November 2011 - 2015
Penson Financial Services December 2007 - December 2011
First Southwest Company July 1998 - October 2007
Principal Financial Securities 1995 - 1998
Household International 1989 - 1994
Skills
Management, Disaster Recovery, Vendor Management, Process Improvement, IT Strategy, Business Analysis, Budgets, SDLC, Data Center, Project Management, Security, Integration, IT Management, System Administration, Databases, SharePoint, Enterprise Architecture, Program Management
Education
Baylor University - Hankamer School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Business, 4.0 GPA
Southwestern University 1982 — 1989
Bachelor of Arts (B.A.), Business
Ada County, Idaho November 2011 - 2015
Penson Financial Services December 2007 - December 2011
First Southwest Company July 1998 - October 2007
Principal Financial Securities 1995 - 1998
Household International 1989 - 1994
Skills
Management, Disaster Recovery, Vendor Management, Process Improvement, IT Strategy, Business Analysis, Budgets, SDLC, Data Center, Project Management, Security, Integration, IT Management, System Administration, Databases, SharePoint, Enterprise Architecture, Program Management
Education
Baylor University - Hankamer School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Business, 4.0 GPA
Southwestern University 1982 — 1989
Bachelor of Arts (B.A.), Business
Jordan Furman Jordan Furman's First Southwest Company Experience July 2014 - August 2014
Job Howard Hughes Corporation
Industry Real Estate
Experience
The Howard Hughes Corporation May 2015 - Present
First Southwest Company July 2014 - August 2014
Luxury Student Rentals, LLC August 2012 - April 2014
Mimco Commercial Real Estate and Investment Company June 2013 - August 2013
Interstate Capital Corporation Group of Companies May 2011 - September 2011
Viva + Impulse Creative Co. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Argus Modeling, Microsoft Office..., Yardi Property..., Bloomberg Terminal..., Social Media, Teamwork, Photoshop, Microsoft Access..., English, Milestones Professional, e-Builder, Market Analysis, Adobe Design Programs
Education
Texas Christian University 2011 — 2015
The Howard Hughes Corporation May 2015 - Present
First Southwest Company July 2014 - August 2014
Luxury Student Rentals, LLC August 2012 - April 2014
Mimco Commercial Real Estate and Investment Company June 2013 - August 2013
Interstate Capital Corporation Group of Companies May 2011 - September 2011
Viva + Impulse Creative Co. June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Argus Modeling, Microsoft Office..., Yardi Property..., Bloomberg Terminal..., Social Media, Teamwork, Photoshop, Microsoft Access..., English, Milestones Professional, e-Builder, Market Analysis, Adobe Design Programs
Education
Texas Christian University 2011 — 2015
Brandon Scott Brandon Scott's First Southwest Company Experience June 2011 - July 2014
Job MBA Candidate Class of 2016 | The Paul Merage School of Business, UC Irvine
Industry Banking
Experience
UC Irvine September 2014 - Present
Cox Automotive Inc. June 2015 - August 2015
Brand Connections July 2014 - August 2014
First Southwest Company June 2011 - July 2014
Teacher Retirement System of Texas June 2009 - May 2010
Skills
Financial Analysis, Financial Modeling, Bonds, Bloomberg, Banking, Finance, Investments, Public Finance, Public Speaking, Fixed Income, Economics, Accounting, Series 7, Investment Banking, Capital Markets, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, 3.6 out of 4.0
China Europe International Business School (CEIBS) 2015 — 2015
MBA Exchange Program, Entrepreneurship/Entrepreneurial Studies
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration, Finance, Investment Management
UC Irvine September 2014 - Present
Cox Automotive Inc. June 2015 - August 2015
Brand Connections July 2014 - August 2014
First Southwest Company June 2011 - July 2014
Teacher Retirement System of Texas June 2009 - May 2010
Skills
Financial Analysis, Financial Modeling, Bonds, Bloomberg, Banking, Finance, Investments, Public Finance, Public Speaking, Fixed Income, Economics, Accounting, Series 7, Investment Banking, Capital Markets, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy, 3.6 out of 4.0
China Europe International Business School (CEIBS) 2015 — 2015
MBA Exchange Program, Entrepreneurship/Entrepreneurial Studies
The University of Texas at Austin 2007 — 2011
Bachelor of Business Administration, Finance, Investment Management
Lawrence Schnellmann Lawrence Schnellmann's First Southwest Company Experience May 2001 - August 2007
Job Professional Equity Trader
Industry Financial Services
Experience
Kershner Trading Group LLC January 2009 - May 2009
First Southwest Company May 2001 - August 2007
First London Securities July 2000 - May 2001
Security Investment Company of November 1999 - June 2000
Coastal Securities October 1994 - January 1999
Raffensperger Hughes Company September 1990 - January 1994
Edward Jones Company September 1985 - January 1990
Skills
Proprietary Trading, Trading, Hedge Funds, Equity Trading, Derivatives, Technical Analysis, Equities, Investment Banking, Equity Capital Markets, Quantitative Analytics, Bloomberg, Options, Electronic Trading, Financial Markets, Trading Systems, Investments, Portfolio Management, Securities
Education
Cornell College 1981 — 1985
BSS, Business and Economics
Cornell College
BSS Business and Economics, Economics
Kershner Trading Group LLC January 2009 - May 2009
First Southwest Company May 2001 - August 2007
First London Securities July 2000 - May 2001
Security Investment Company of November 1999 - June 2000
Coastal Securities October 1994 - January 1999
Raffensperger Hughes Company September 1990 - January 1994
Edward Jones Company September 1985 - January 1990
Skills
Proprietary Trading, Trading, Hedge Funds, Equity Trading, Derivatives, Technical Analysis, Equities, Investment Banking, Equity Capital Markets, Quantitative Analytics, Bloomberg, Options, Electronic Trading, Financial Markets, Trading Systems, Investments, Portfolio Management, Securities
Education
Cornell College 1981 — 1985
BSS, Business and Economics
Cornell College
BSS Business and Economics, Economics
Don Burrows, Jr.'s First Southwest Company Experience January 1995 - August 1997
Job Senior Vice President | Institutional Fixed Income | Investment Adviser
Industry Investment Management
Experience
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Patrick Roberts Patrick Roberts's First Southwest Company Experience December 2013 - August 2015
Job Manager, Acquisition & Development, Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare August 2015 - Present
First Southwest Company December 2013 - August 2015
VMG Health July 2011 - December 2013
Teach for America June 2009 - June 2011
Baylor Angel Network January 2009 - July 2010
Protiviti 2008 - 2008
Skills
Business Valuation, Corporate Finance, Due Diligence, Capital IQ, Healthcare, Financial Statement..., Accounting, Mergers, Market Research, ACOs, Urgent Care, Mergers & Acquisitions, Hospitals, Long-term Care, Healthcare M&A
Education
Baylor University 2005 — 2009
BBA, Finance
Carroll HS
Tenet Healthcare August 2015 - Present
First Southwest Company December 2013 - August 2015
VMG Health July 2011 - December 2013
Teach for America June 2009 - June 2011
Baylor Angel Network January 2009 - July 2010
Protiviti 2008 - 2008
Skills
Business Valuation, Corporate Finance, Due Diligence, Capital IQ, Healthcare, Financial Statement..., Accounting, Mergers, Market Research, ACOs, Urgent Care, Mergers & Acquisitions, Hospitals, Long-term Care, Healthcare M&A
Education
Baylor University 2005 — 2009
BBA, Finance
Carroll HS
Jay Rowland Jay Rowland's First Southwest Company Experience October 2010 - April 2012
Job Experienced Accounting and Finance Analyst
Industry Accounting
Experience
IMACC, LLC January 2014 - Present
Sage Environmental Consulting January 2013 - January 2014
First Southwest Company October 2010 - April 2012
Brinker International May 2008 - January 2009
Texas A&M University May 2007 - May 2008
Cotton Bowl December 2007 - January 2008
Bombardier Aerospace August 2005 - December 2005
Skills
Cost Accounting, Public Finance, Continuing Education, Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Accounts Receivable, Microsoft Word, Finance, General Ledger, Budgets, Account Reconciliation, Access, Strategic Financial..., Payroll, Leadership
Education
Texas A&M University 2006 — 2010
Bachelor's degree, Accounting
IMACC, LLC January 2014 - Present
Sage Environmental Consulting January 2013 - January 2014
First Southwest Company October 2010 - April 2012
Brinker International May 2008 - January 2009
Texas A&M University May 2007 - May 2008
Cotton Bowl December 2007 - January 2008
Bombardier Aerospace August 2005 - December 2005
Skills
Cost Accounting, Public Finance, Continuing Education, Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Accounts Receivable, Microsoft Word, Finance, General Ledger, Budgets, Account Reconciliation, Access, Strategic Financial..., Payroll, Leadership
Education
Texas A&M University 2006 — 2010
Bachelor's degree, Accounting
Lesley Heerwagen Lesley Heerwagen's First Southwest Company Experience June 2007 - February 2008
Job Graduate Student
Industry Primary/Secondary Education
Experience
KMS Financial Services, Inc. March 2008 - June 2012
First Southwest Company June 2007 - February 2008
Woodard Insurance, LLP January 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance
Education
Seattle Pacific University 2015 — 2017
Master of Arts in Teaching, Elementary Education and Teaching
Texas Christian University - M.J. Neeley School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Abilene Christian University 2001 — 2002
KMS Financial Services, Inc. March 2008 - June 2012
First Southwest Company June 2007 - February 2008
Woodard Insurance, LLP January 2005 - March 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance
Education
Seattle Pacific University 2015 — 2017
Master of Arts in Teaching, Elementary Education and Teaching
Texas Christian University - M.J. Neeley School of Business 2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Abilene Christian University 2001 — 2002
Calvin Crockett's First Southwest Company Experience March 2015 - Present
Job Municipal Underwriting Assistant
Industry Investment Banking
Experience
First Southwest Company March 2015 - Present
First Southwest Company April 2013 - March 2015
Equifax April 2012 - April 2013
BBVA Compass May 2011 - April 2012
Equifax September 2010 - April 2011
Skills
Data Analysis, Finance, Customer Service, Microsoft Office, Banking, PowerPoint, Microsoft Excel, Time Management, Economics, Research, Access, Microsoft Word, Equities, Sales, Bloomberg, Series 7, Options, Securities, Financial Services
Education
Southern Methodist University 2006 — 2010
BA, Economics/Public Policy
First Southwest Company March 2015 - Present
First Southwest Company April 2013 - March 2015
Equifax April 2012 - April 2013
BBVA Compass May 2011 - April 2012
Equifax September 2010 - April 2011
Skills
Data Analysis, Finance, Customer Service, Microsoft Office, Banking, PowerPoint, Microsoft Excel, Time Management, Economics, Research, Access, Microsoft Word, Equities, Sales, Bloomberg, Series 7, Options, Securities, Financial Services
Education
Southern Methodist University 2006 — 2010
BA, Economics/Public Policy
Jonathan Hurst Jonathan Hurst's First Southwest Company Experience 2007 - 2008
Job Director, Innovative Financing at LCRA
Industry Financial Services
Experience
LCRA January 2015 - Present
HD Global Ventures October 2014 - Present
Texas Department of Transportation February 2013 - December 2014
Office of the Governor, State of Texas August 2011 - January 2013
Office of the Governor, State of Texas 2009 - August 2011
First Southwest Company 2007 - 2008
Texas Senate 2007 - 2008
Kershner Trading Group 2006 - 2007
United States Marine Corps April 2001 - 2006
Skills
Budgets, Research, Microsoft Excel, Strategic Planning, Public Speaking, Public Policy, Legislation, Legislative Relations, Policy Analysis, Microsoft Office, Government, Politics, Political Campaigns, Policy, PowerPoint, Credit, Equities, debt, Investment Banking, Investment Advisory, Infrastructure, Healthcare, Regulations, communication, Finance, Derivatives, Economy, Analysis, Legal Writing, Due Diligence, State Government, Economic Development, Legislative Research, Financial Modeling, Financial Analysis, Corporate Finance, Political Consulting, Political Communication, Public Administration, Risk Management, Grassroots Organizing, Valuation, Public Finance, Financial Structuring, Governmental Affairs, Public/private..., Speech Writing, Private Equity, Mergers & Acquisitions, Strategy
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School 2013 — 2015
Master of Business Administration (MBA)
Texas A&M University
LCRA January 2015 - Present
HD Global Ventures October 2014 - Present
Texas Department of Transportation February 2013 - December 2014
Office of the Governor, State of Texas August 2011 - January 2013
Office of the Governor, State of Texas 2009 - August 2011
First Southwest Company 2007 - 2008
Texas Senate 2007 - 2008
Kershner Trading Group 2006 - 2007
United States Marine Corps April 2001 - 2006
Skills
Budgets, Research, Microsoft Excel, Strategic Planning, Public Speaking, Public Policy, Legislation, Legislative Relations, Policy Analysis, Microsoft Office, Government, Politics, Political Campaigns, Policy, PowerPoint, Credit, Equities, debt, Investment Banking, Investment Advisory, Infrastructure, Healthcare, Regulations, communication, Finance, Derivatives, Economy, Analysis, Legal Writing, Due Diligence, State Government, Economic Development, Legislative Research, Financial Modeling, Financial Analysis, Corporate Finance, Political Consulting, Political Communication, Public Administration, Risk Management, Grassroots Organizing, Valuation, Public Finance, Financial Structuring, Governmental Affairs, Public/private..., Speech Writing, Private Equity, Mergers & Acquisitions, Strategy
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School 2013 — 2015
Master of Business Administration (MBA)
Texas A&M University
Blake Harbour Blake Harbour's First Southwest Company Experience May 2010 - June 2011
Job Regional Vice President, Mutual Funds and Managed Accounts at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. April 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments July 2011 - May 2013
First Southwest Company May 2010 - June 2011
Skills
Series 7, Series 63, Series 66
Education
Baylor University 2008 — 2010
Master's degree, Economics
Baylor University - Hankamer School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Economics
University of Kansas 2004 — 2006
Economics
Westwood Holdings Group, Inc. April 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments July 2011 - May 2013
First Southwest Company May 2010 - June 2011
Skills
Series 7, Series 63, Series 66
Education
Baylor University 2008 — 2010
Master's degree, Economics
Baylor University - Hankamer School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Economics
University of Kansas 2004 — 2006
Economics
Ana M. Deahora, CPA's First Southwest Company Experience May 2007 - December 2008
Job Assistant Controller, VP at Capital Bank
Industry Accounting
Experience
Capital Bank (Capital Bank Financial Corp.) December 2014 - Present
Capital Bank (Capital Bank Financial Corp.) July 2014 - December 2014
Capital Bank (Capital Bank Financial Corp.) May 2013 - July 2014
BankUnited October 2011 - January 2013
KPMG November 2009 - October 2011
Goldstein Schechter Koch January 2009 - November 2009
First Southwest Company May 2007 - December 2008
Morgan Stanley Smith Barney January 2006 - May 2007
Skills
Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Services, Accounting, Internal Controls, SEC Filings, US GAAP, Financial Accounting, GAAP, General Ledger, Internal Audit, Financial Statements, Auditing
Education
Florida International University 2008 — 2009
MACC, Accounting
Florida International University - College of Business 2002 — 2006
BBA, Finance and Real Estate
Capital Bank (Capital Bank Financial Corp.) December 2014 - Present
Capital Bank (Capital Bank Financial Corp.) July 2014 - December 2014
Capital Bank (Capital Bank Financial Corp.) May 2013 - July 2014
BankUnited October 2011 - January 2013
KPMG November 2009 - October 2011
Goldstein Schechter Koch January 2009 - November 2009
First Southwest Company May 2007 - December 2008
Morgan Stanley Smith Barney January 2006 - May 2007
Skills
Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Services, Accounting, Internal Controls, SEC Filings, US GAAP, Financial Accounting, GAAP, General Ledger, Internal Audit, Financial Statements, Auditing
Education
Florida International University 2008 — 2009
MACC, Accounting
Florida International University - College of Business 2002 — 2006
BBA, Finance and Real Estate
Calandra Flinn Calandra Flinn's First Southwest Company Experience May 2013 - December 2013
Job MPP Candidate at Arizona State University
Industry Public Policy
Experience
Arizona Department of Economic Security December 2014 - Present
Arizona Department of Economic Security July 2014 - November 2014
Arizona Senate January 2014 - May 2014
First Southwest Company May 2013 - December 2013
Arizona Senate January 2013 - May 2013
Arizona State University August 2011 - May 2013
Skills
Political Science, Policy Analysis, Public Policy, Politics, Research, SPSS, DBC, PowerPoint, Microsoft Excel, Legislation, Fundraising, Program Management, Outlook, Spanish, Microsoft Office, Policy
Education
Arizona State University 2013 — 2015
Master's degree, Public Policy
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Spanish Linguistics
Universidad de Belgrano 2011 — 2011
International Relations and Affairs
Arizona Department of Economic Security December 2014 - Present
Arizona Department of Economic Security July 2014 - November 2014
Arizona Senate January 2014 - May 2014
First Southwest Company May 2013 - December 2013
Arizona Senate January 2013 - May 2013
Arizona State University August 2011 - May 2013
Skills
Political Science, Policy Analysis, Public Policy, Politics, Research, SPSS, DBC, PowerPoint, Microsoft Excel, Legislation, Fundraising, Program Management, Outlook, Spanish, Microsoft Office, Policy
Education
Arizona State University 2013 — 2015
Master's degree, Public Policy
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Spanish Linguistics
Universidad de Belgrano 2011 — 2011
International Relations and Affairs
Michael Apple's First Southwest Company Experience June 2012 - August 2012
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company November 2013 - Present
First Southwest Company June 2012 - August 2012
Interstate Batteries June 2011 - August 2011
Skills
Life Insurance, Retirement Planning, Mutual Funds, Investments, 401k Rollovers, Financial Services, Key Person Protection, Wealth Preservation..., Annuity Sales
Education
Southern Methodist University 2014 — 2015
Certificate Program in Financial Planning
Texas A&M University 2009 — 2013
Bachelor of Business Administration, Finance
New York Life Insurance Company November 2013 - Present
First Southwest Company June 2012 - August 2012
Interstate Batteries June 2011 - August 2011
Skills
Life Insurance, Retirement Planning, Mutual Funds, Investments, 401k Rollovers, Financial Services, Key Person Protection, Wealth Preservation..., Annuity Sales
Education
Southern Methodist University 2014 — 2015
Certificate Program in Financial Planning
Texas A&M University 2009 — 2013
Bachelor of Business Administration, Finance
Heather Spencer Heather Spencer's First Southwest Company Experience July 2009 - June 2010
Job Marketing Assistant & Social Media Coordinator at GHS Interactive Security
Industry Financial Services
Experience
GHS Interactive Security May 2013 - Present
360grassroots January 2012 - Present
Heather Spencer Consulting Services January 2012 - Present
Southern networX January 2013 - August 2013
Monitronics International May 2010 - January 2012
First Southwest Company July 2009 - June 2010
First Southwest Company December 2007 - October 2009
RF Monolithics Inc. September 2005 - December 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Customer Service, Strategic Planning, Budgets, Project Management, Event Planning, Process Improvement, Management, Recruiting, Research, Public Speaking, Financial Analysis, Leadership, Training, Marketing
Education
Ashford University 2005 — 2007
BA, Organizational Management
University of North Texas 2002 — 2004
NA, Graphic Design
Boston University 2001 — 2002
NA, Arts & Sciences
GHS Interactive Security May 2013 - Present
360grassroots January 2012 - Present
Heather Spencer Consulting Services January 2012 - Present
Southern networX January 2013 - August 2013
Monitronics International May 2010 - January 2012
First Southwest Company July 2009 - June 2010
First Southwest Company December 2007 - October 2009
RF Monolithics Inc. September 2005 - December 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Customer Service, Strategic Planning, Budgets, Project Management, Event Planning, Process Improvement, Management, Recruiting, Research, Public Speaking, Financial Analysis, Leadership, Training, Marketing
Education
Ashford University 2005 — 2007
BA, Organizational Management
University of North Texas 2002 — 2004
NA, Graphic Design
Boston University 2001 — 2002
NA, Arts & Sciences
Michael Kelly, PMP Michael Kelly, PMP's First Southwest Company Experience May 2010 - May 2011
Job Technical Operations Leader Specializing in Service Delivery within ITIL and PMI Frameworks ■ MBA ■ PMP ■ A+
Industry Information Technology and Services
Experience
TEKsystems September 2014 - Present
Dell June 2011 - May 2014
First Southwest Company May 2010 - May 2011
Perot Systems / Parsons August 2000 - December 2009
US Army / US Army National Guard April 1988 - September 2008
Software Spectrum March 1999 - August 2000
University of Texas Southwestern Health Systems May 1996 - April 1998
Specialty Oil Company August 1993 - May 1996
Northeast Louisiana University August 1989 - May 1993
Skills
Disaster Recovery, Security, Microsoft Exchange, Servers, Project Management, Virtualization, Process Improvement, System Administration, Software Documentation, Technical Support, Management, Operations Management, Business Continuity, Strategic Planning, Risk Management, Change Management, Technical Documentation, Time Management, Team Leadership, Cross-functional Team..., Service Delivery, Vendor Management, Employee Engagement, Coaching, IT Operations Management, Managed Services, Procurement, ITIL Certified, Enterprise Architecture, Team Building, IT Outsourcing, Staff Development, Cloud Computing, Performance Management, Training, Root Cause Analysis, Data Center, PMBOK, Compliance, Active Directory, IIS, MS Project, Lync, SharePoint, Service Level Management, Infrastructure..., DNS, Integration, Troubleshooting, Leadership
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Northeast Louisiana University
Bachelor of Arts (B.A.)
Southern Methodist University
Networking Technologies Program
TEKsystems September 2014 - Present
Dell June 2011 - May 2014
First Southwest Company May 2010 - May 2011
Perot Systems / Parsons August 2000 - December 2009
US Army / US Army National Guard April 1988 - September 2008
Software Spectrum March 1999 - August 2000
University of Texas Southwestern Health Systems May 1996 - April 1998
Specialty Oil Company August 1993 - May 1996
Northeast Louisiana University August 1989 - May 1993
Skills
Disaster Recovery, Security, Microsoft Exchange, Servers, Project Management, Virtualization, Process Improvement, System Administration, Software Documentation, Technical Support, Management, Operations Management, Business Continuity, Strategic Planning, Risk Management, Change Management, Technical Documentation, Time Management, Team Leadership, Cross-functional Team..., Service Delivery, Vendor Management, Employee Engagement, Coaching, IT Operations Management, Managed Services, Procurement, ITIL Certified, Enterprise Architecture, Team Building, IT Outsourcing, Staff Development, Cloud Computing, Performance Management, Training, Root Cause Analysis, Data Center, PMBOK, Compliance, Active Directory, IIS, MS Project, Lync, SharePoint, Service Level Management, Infrastructure..., DNS, Integration, Troubleshooting, Leadership
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Northeast Louisiana University
Bachelor of Arts (B.A.)
Southern Methodist University
Networking Technologies Program
Kevin Berkline's First Southwest Company Experience February 2007 - July 2015
Job Sr. Software Developer and Integrator Salesforce at USAA
Industry Financial Services
Experience
USAA July 2015 - Present
First Southwest Company February 2007 - July 2015
Capital Institutional Services, Inc. May 2004 - February 2007
Skills
Microsoft SQL Server, Salesforce.com, C#, VB.NET, SSRS, SSIS, Data Analysis, Unix, Apex Programming, Visualforce Pages, Crystal Reports, Business Analysis, Process Improvement, Access, CRM, SQL, SaaS
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Computer Science
USAA July 2015 - Present
First Southwest Company February 2007 - July 2015
Capital Institutional Services, Inc. May 2004 - February 2007
Skills
Microsoft SQL Server, Salesforce.com, C#, VB.NET, SSRS, SSIS, Data Analysis, Unix, Apex Programming, Visualforce Pages, Crystal Reports, Business Analysis, Process Improvement, Access, CRM, SQL, SaaS
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Computer Science
Beth Bankhead Beth Bankhead's First Southwest Company Experience November 1998 - July 2010
Job Owner: www.notablenotecards.com; Blogger: www.adventuresofacouchsurfer.com; Owner: Multiple Oil&Gas Cos
Industry Oil & Energy
Experience
www.notablenotecards.com October 2013 - Present
http://adventuresofacouchsurfer.wordpress.com September 2010 - Present
Oil Scout Inc October 2011 - Present
Chas C Bankhead Jr., Inc October 2011 - Present
BAATA October 2011 - Present
First Southwest Company November 1998 - July 2010
Weber Investment March 1996 - November 1998
Southwest Airlines January 1995 - March 1996
Skills
Strategic Planning, Portfolio Management, Financial Analysis, Bonds, Series 7, Investment Banking, Financial Modeling, Capital Markets, Microsoft Excel, Securities, Strategic Financial..., Investments, Fixed Income, Risk Management, Budgets, Finance, Derivatives, Bloomberg, Valuation, Financial Structuring, Equities, Trading, Alternative Investments, Mergers & Acquisitions, Options, Asset Management, Due Diligence, Project Finance, Private Equity, Economics, Photography, Financial Planning
Education
Southern Methodist University 1991 — 1994
Bachelor of Science (BS), Statistics
Hockaday 1982 — 1989
www.notablenotecards.com October 2013 - Present
http://adventuresofacouchsurfer.wordpress.com September 2010 - Present
Oil Scout Inc October 2011 - Present
Chas C Bankhead Jr., Inc October 2011 - Present
BAATA October 2011 - Present
First Southwest Company November 1998 - July 2010
Weber Investment March 1996 - November 1998
Southwest Airlines January 1995 - March 1996
Skills
Strategic Planning, Portfolio Management, Financial Analysis, Bonds, Series 7, Investment Banking, Financial Modeling, Capital Markets, Microsoft Excel, Securities, Strategic Financial..., Investments, Fixed Income, Risk Management, Budgets, Finance, Derivatives, Bloomberg, Valuation, Financial Structuring, Equities, Trading, Alternative Investments, Mergers & Acquisitions, Options, Asset Management, Due Diligence, Project Finance, Private Equity, Economics, Photography, Financial Planning
Education
Southern Methodist University 1991 — 1994
Bachelor of Science (BS), Statistics
Hockaday 1982 — 1989
Mendy Shugart Mendy Shugart's First Southwest Company Experience October 2001 - February 2008
Job Owner CPA Firm
Industry Financial Services
Experience
Riesel ISD May 2012 - September 2013
Red Oak ISD September 2009 - April 2012
Community Development Associates, LLC December 2008 - September 2009
Jim Beller and Associates February 2008 - September 2009
First Southwest Company October 2001 - February 2008
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Lacerte, Microsoft Office, Mac OS, Windows 7, Finance, Budgets, Accounts Payable, Financial Analysis, Auditing, Public Speaking
Education
The University of Dallas 2005 — 2006
Masters of Accounting
Stephen F. Austin State University 1995 — 1998
BBA, Accounting
Riesel ISD May 2012 - September 2013
Red Oak ISD September 2009 - April 2012
Community Development Associates, LLC December 2008 - September 2009
Jim Beller and Associates February 2008 - September 2009
First Southwest Company October 2001 - February 2008
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Lacerte, Microsoft Office, Mac OS, Windows 7, Finance, Budgets, Accounts Payable, Financial Analysis, Auditing, Public Speaking
Education
The University of Dallas 2005 — 2006
Masters of Accounting
Stephen F. Austin State University 1995 — 1998
BBA, Accounting
Stephen Cardenas's First Southwest Company Experience 2005 - 2007
Job resultsdriven professional with international leadership & strategic development experience in financial sales/services
Industry Financial Services
Experience
Barclays 2013 - Present
FXCM 2011 - 2013
FXCM 2008 - 2011
Forex Capital Markets 2007 - 2008
First Southwest Company 2005 - 2007
Skills
FX Options, Trading, Financial Markets, Finance, Bonds, Securities, Credit, Foreign Exchange, Sales, Customer Service, Trading Systems, Electronic Trading, Sales Management, Technical Analysis, Microsoft Excel, Options, FX trading, Training, Salesforce.com, Team Leadership, Travel Management, Business Travel, Project Management, Employee Training, Team Building, Hiring, International..., International Project..., International Sales, International Relations, International..., Microsoft Office, Multilingual, Organizational..., Cost Management, Goal-driven leader, Performance Management, Recruiting, Leadership
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Economics with Financial Applications, 3.652
JJ Pearce High School 1998 — 2001
High School
Barclays 2013 - Present
FXCM 2011 - 2013
FXCM 2008 - 2011
Forex Capital Markets 2007 - 2008
First Southwest Company 2005 - 2007
Skills
FX Options, Trading, Financial Markets, Finance, Bonds, Securities, Credit, Foreign Exchange, Sales, Customer Service, Trading Systems, Electronic Trading, Sales Management, Technical Analysis, Microsoft Excel, Options, FX trading, Training, Salesforce.com, Team Leadership, Travel Management, Business Travel, Project Management, Employee Training, Team Building, Hiring, International..., International Project..., International Sales, International Relations, International..., Microsoft Office, Multilingual, Organizational..., Cost Management, Goal-driven leader, Performance Management, Recruiting, Leadership
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Economics with Financial Applications, 3.652
JJ Pearce High School 1998 — 2001
High School
Jamie Lorentz Jamie Lorentz's First Southwest Company Experience February 2015 - Present
Job Portfolio Strategist at First Southwest Company
Industry Capital Markets
Experience
First Southwest Company February 2015 - Present
MountainView Capital Holdings May 2014 - December 2014
Southwest Securities April 2013 - April 2014
PNC June 2011 - March 2013
Penn State University August 2009 - May 2011
Skills
Project Management, Financial Modeling, Data Analysis, SPSS, Weightlifting, Microsoft Excel, Teaching, PowerPoint, Trading, Financial Analysis, Fixed Income, Analysis, Capital Markets, Social Media Marketing, Leadership, Management, Portfolio Management, Risk Management
Education
Penn State University 2009 — 2011
The University of Findlay
First Southwest Company February 2015 - Present
MountainView Capital Holdings May 2014 - December 2014
Southwest Securities April 2013 - April 2014
PNC June 2011 - March 2013
Penn State University August 2009 - May 2011
Skills
Project Management, Financial Modeling, Data Analysis, SPSS, Weightlifting, Microsoft Excel, Teaching, PowerPoint, Trading, Financial Analysis, Fixed Income, Analysis, Capital Markets, Social Media Marketing, Leadership, Management, Portfolio Management, Risk Management
Education
Penn State University 2009 — 2011
The University of Findlay
Cody Branson Cody Branson's First Southwest Company Experience February 2008 - May 2009
Job Valuation Consultant at CBIZ Valuation Group
Industry Financial Services
Experience
CBIZ Valuation Group August 2014 - Present
Waterview Advisors June 2013 - August 2014
Schultz-Rosenberg Campus April 2011 - June 2013
First Southwest Company February 2008 - May 2009
Citigroup Global Markets June 2000 - February 2008
Ernst & Young November 1998 - June 2000
Pioneer Natural Resources Company May 1998 - November 1998
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Mergers, Banking, Financial Structuring, Strategic Financial..., Risk Management, Finance, Business Valuation, Series 7, M&A experience, Investor Relations, Variance Analysis
Education
Southern Methodist University 2007 — 2009
M.B.A., Finance
Angelo State University 1996 — 1998
B.B.A., Accounting
West Texas A&M University 1989 — 1991
CBIZ Valuation Group August 2014 - Present
Waterview Advisors June 2013 - August 2014
Schultz-Rosenberg Campus April 2011 - June 2013
First Southwest Company February 2008 - May 2009
Citigroup Global Markets June 2000 - February 2008
Ernst & Young November 1998 - June 2000
Pioneer Natural Resources Company May 1998 - November 1998
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Mergers, Banking, Financial Structuring, Strategic Financial..., Risk Management, Finance, Business Valuation, Series 7, M&A experience, Investor Relations, Variance Analysis
Education
Southern Methodist University 2007 — 2009
M.B.A., Finance
Angelo State University 1996 — 1998
B.B.A., Accounting
West Texas A&M University 1989 — 1991
Michelle Lindsay's First Southwest Company Experience December 2005 - November 2006
Job Administrative Assistant, Receptionist, Sales Representative, Accountant & Writer
Industry Financial Services
Experience
Self-Employed Part Time September 2009 - June 2013
West Corporation 2010 - 2013
Wells Fargo Advisors June 2007 - May 2010
Dallas Employment Services February 1995 - June 2008
Pro Staff January 1998 - June 2007
Imprimis Group January 1995 - June 2007
Burnett's Staffing, Inc. November 2006 - May 2007
First Southwest Company December 2005 - November 2006
Desert Steel Company, Inc. January 2006 - May 2006
Hutton Communications Inc. October 2004 - April 2005
Skills
Microsoft Office, Administrative Support, Receptionist, Typing 60 wpm, Business Travel, Direct Sales, Event Planning, Personal Assistant, Customer Service, Librarian for..., Accounts Receivable, Creative Writer, Social Media Marketing, Microsoft Excel, Social Networking, Web Content, Hoot Suite, Marketing, Social Media, Publishing, PowerPoint, Creative Writing, Microsoft Word, Facebook, Writing, Books, Copy Editing, Trade Shows, Telephone Skills, Accounts Payable, Administrative..., Travel Planning, Telemarketing, Typing, Reviews, Book Reviews, Transcription, Database Admin, Writer, Cross Selling, Website Content, Product Reviews, Celebrity Interviews, Microsoft Office - Word, Excel, PowerPoint & Outlook, Customer Relations, Database Management, Microsoft Outlook, Twitter
Education
Argosy University 2011 — 2012
Bachelor of Science in Marketing (In Progress), Marketing/Marketing Management, General
Los Angeles City College 1983 — 1984
Persued Associate of Arts (A.A.), Business Administration and Management, General
Self-Employed Part Time September 2009 - June 2013
West Corporation 2010 - 2013
Wells Fargo Advisors June 2007 - May 2010
Dallas Employment Services February 1995 - June 2008
Pro Staff January 1998 - June 2007
Imprimis Group January 1995 - June 2007
Burnett's Staffing, Inc. November 2006 - May 2007
First Southwest Company December 2005 - November 2006
Desert Steel Company, Inc. January 2006 - May 2006
Hutton Communications Inc. October 2004 - April 2005
Skills
Microsoft Office, Administrative Support, Receptionist, Typing 60 wpm, Business Travel, Direct Sales, Event Planning, Personal Assistant, Customer Service, Librarian for..., Accounts Receivable, Creative Writer, Social Media Marketing, Microsoft Excel, Social Networking, Web Content, Hoot Suite, Marketing, Social Media, Publishing, PowerPoint, Creative Writing, Microsoft Word, Facebook, Writing, Books, Copy Editing, Trade Shows, Telephone Skills, Accounts Payable, Administrative..., Travel Planning, Telemarketing, Typing, Reviews, Book Reviews, Transcription, Database Admin, Writer, Cross Selling, Website Content, Product Reviews, Celebrity Interviews, Microsoft Office - Word, Excel, PowerPoint & Outlook, Customer Relations, Database Management, Microsoft Outlook, Twitter
Education
Argosy University 2011 — 2012
Bachelor of Science in Marketing (In Progress), Marketing/Marketing Management, General
Los Angeles City College 1983 — 1984
Persued Associate of Arts (A.A.), Business Administration and Management, General
Gabriella Briceno Gabriella Briceno's First Southwest Company Experience June 2013 - Present
Job Public Finance Analyst at First Southwest Company
Industry Financial Services
Experience
First Southwest Company June 2013 - Present
Girardot Capital Management January 2013 - June 2013
Southern Methodist University September 2009 - January 2013
Southwest Autism Research & Resource Center May 2011 - August 2012
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Corporate Finance, Microsoft Office, Microsoft Word, Accounting, Finance, Banking, Teamwork, Customer Service, Economics, Financial Reporting, Project Planning, Strategic Planning, Business Strategy, Forecasting, Budget Process, Leadership
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Xavier College Preparatory
First Southwest Company June 2013 - Present
Girardot Capital Management January 2013 - June 2013
Southern Methodist University September 2009 - January 2013
Southwest Autism Research & Resource Center May 2011 - August 2012
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Corporate Finance, Microsoft Office, Microsoft Word, Accounting, Finance, Banking, Teamwork, Customer Service, Economics, Financial Reporting, Project Planning, Strategic Planning, Business Strategy, Forecasting, Budget Process, Leadership
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Xavier College Preparatory
Dean Hickey's First Southwest Company Experience February 2012 - July 2014
Job Property Manager at KeyPoint Partners, LLC
Industry Real Estate
Experience
JC Marlborough Realty 2007 - Present
KeyPoint Partners, LLC November 2014 - Present
First Southwest Company February 2012 - July 2014
Piper Jaffray 2010 - 2012
Piper Jaffray 2007 - 2010
Skills
Real Estate, Municipal Bonds, Series 7, Series 63, Argus Modeling, Bloomberg Terminal, Microsoft Office, Salesforce.com, QuickBooks, Fixed Income, Investments
Education
Boston University 2013 — 2014
Candidate Certificate in Real Estate Finance
Bentley University 2003 — 2006
Bachelor's degree, Finance, General
JC Marlborough Realty 2007 - Present
KeyPoint Partners, LLC November 2014 - Present
First Southwest Company February 2012 - July 2014
Piper Jaffray 2010 - 2012
Piper Jaffray 2007 - 2010
Skills
Real Estate, Municipal Bonds, Series 7, Series 63, Argus Modeling, Bloomberg Terminal, Microsoft Office, Salesforce.com, QuickBooks, Fixed Income, Investments
Education
Boston University 2013 — 2014
Candidate Certificate in Real Estate Finance
Bentley University 2003 — 2006
Bachelor's degree, Finance, General
Nichole Rogers Nichole Rogers's First Southwest Company Experience July 2010 - April 2013
Job Assistant Vice President Central Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
First Southwest Company July 2010 - April 2013
Fidelity Investments October 2008 - April 2010
Fidelity Investments March 2004 - September 2008
Fidelity Investments September 2002 - February 2004
Fidelity Investments February 2002 - June 2002
Fidelity Investments September 2000 - January 2002
Fidelity Investments June 1998 - August 2000
Skills
Series 7, Trading, Equities, Mutual Funds, Options, Risk, Series 63, Fixed Income, Risk Management, Securities, Financial Risk, Capital Markets, FINRA, Asset Allocation, Financial Services, Investments, Portfolio Management
Education
Obtained FINRA Series 7, 9, 10 ,63 and 65.
Tarrant County College
plan that will lead to a Associates, Business Administration
Tarrant County College,
Currently Enrolled, Business Administration
Merrill Lynch April 2013 - Present
First Southwest Company July 2010 - April 2013
Fidelity Investments October 2008 - April 2010
Fidelity Investments March 2004 - September 2008
Fidelity Investments September 2002 - February 2004
Fidelity Investments February 2002 - June 2002
Fidelity Investments September 2000 - January 2002
Fidelity Investments June 1998 - August 2000
Skills
Series 7, Trading, Equities, Mutual Funds, Options, Risk, Series 63, Fixed Income, Risk Management, Securities, Financial Risk, Capital Markets, FINRA, Asset Allocation, Financial Services, Investments, Portfolio Management
Education
Obtained FINRA Series 7, 9, 10 ,63 and 65.
Tarrant County College
plan that will lead to a Associates, Business Administration
Tarrant County College,
Currently Enrolled, Business Administration
Susan Kendall's First Southwest Company Experience October 2012 - Present
Job Senior Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company October 2012 - Present
Moody's Investors Service August 2004 - October 2012
Town of Belmont April 2002 - August 2004
Boston University 1982 - 1984
Harvard Medical School 1981 - 1982
Education
Harvard Kennedy School of Government 1998 — 1999
MPA, Public Administration
Harvard College 1977 — 1981
AB, Biology
Belmont High School
First Southwest Company October 2012 - Present
Moody's Investors Service August 2004 - October 2012
Town of Belmont April 2002 - August 2004
Boston University 1982 - 1984
Harvard Medical School 1981 - 1982
Education
Harvard Kennedy School of Government 1998 — 1999
MPA, Public Administration
Harvard College 1977 — 1981
AB, Biology
Belmont High School
Julian Azzam's First Southwest Company Experience December 2012 - Present
Job Business/IT
Industry Information Technology and Services
Experience
First Southwest Company December 2012 - Present
Advanced Interventions Associates 2009 - Present
Skills
Business Analysis, Project Management, Project Planning, Leadership, System Administration, Cross-functional Team..., Customer Service, Marketing, Strategy, Management, Strategic Planning, Microsoft Office, Program Management, Account Management, Microsoft Excel, Team Building, Sales, Time Management, Teamwork, CRM, Sales Management, New Business Development, PowerPoint, Microsoft Word, Social Networking, Process Improvement, Salesforce.com, Social Media
Education
Colorado Technical University 2013 — 2015
Master's of Business Administration (MBA), Business Administration (Technology Management Concentration)
American InterContinental University 2009 — 2013
Bachelor of Applied Science (BASc), Information Technology Project Management
First Southwest Company December 2012 - Present
Advanced Interventions Associates 2009 - Present
Skills
Business Analysis, Project Management, Project Planning, Leadership, System Administration, Cross-functional Team..., Customer Service, Marketing, Strategy, Management, Strategic Planning, Microsoft Office, Program Management, Account Management, Microsoft Excel, Team Building, Sales, Time Management, Teamwork, CRM, Sales Management, New Business Development, PowerPoint, Microsoft Word, Social Networking, Process Improvement, Salesforce.com, Social Media
Education
Colorado Technical University 2013 — 2015
Master's of Business Administration (MBA), Business Administration (Technology Management Concentration)
American InterContinental University 2009 — 2013
Bachelor of Applied Science (BASc), Information Technology Project Management
V. Cervantez V. Cervantez's First Southwest Company Experience April 2000 - August 2000
Job Paralegal at Baron & Budd, P.C.
Industry Law Practice
Experience
Baron & Budd, P.C. August 2000 - Present
First Southwest Company April 2000 - August 2000
Education
Southeastern Paralegal Institute 1999 — 2000
Paralegal Certificate, Paralegal Studies
Baylor University 1992 — 1996
Bachelor's degree, Political Science and Government
Baron & Budd, P.C. August 2000 - Present
First Southwest Company April 2000 - August 2000
Education
Southeastern Paralegal Institute 1999 — 2000
Paralegal Certificate, Paralegal Studies
Baylor University 1992 — 1996
Bachelor's degree, Political Science and Government
ANTONIO DAVIS, CAMS's First Southwest Company Experience May 2008 - April 2012
Job SupervisorGovernment Reporting at MoneyGram International
Industry Financial Services
Experience
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
MoneyGram International March 2012 - Present
First Southwest Company May 2008 - April 2012
LPL Financial August 2005 - June 2007
Merrill Lynch January 1999 - May 2005
Fidelity Investments October 1997 - January 1999
Skills
Series 63, Series 7, AML, Series 24, Compliance, Series 6, CAMS, Series 53, FINRA, Financial Risk, Bloomberg, USA PATRIOT Act, Securities, OFAC, Fixed Income, Equities, Capital Markets, Certified Anti-Money..., Compliance Training, Anti Money Laundering, Financial Services, Credit, Securities Regulation, Financial Regulation, Bank Secrecy Act, Sanction, Mutual Funds, KYC, Broker-Dealer, Fraud, Financial Institutions, Finance, Risk Assessment, Texas Notary, Hedge Funds, FCPA, Options, Operational Risk...
Education
Grambling State University 1991 — 1994
B.A., POLITICAL SCIENCE
Southern University and Agricultural and Mechanical College at Baton Rouge 1990 — 1991
POLITICAL SCIENCE
Harold Clasen Harold Clasen's First Southwest Company Experience 2002 - 2011
Job Institutional Sales & Trading FixedIncome
Industry Capital Markets
Experience
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
Robert Confer's First Southwest Company Experience June 2015 - August 2015
Job Capital Markets Intern at First Southwest Company
Industry Financial Services
Experience
Oklahoma State University Alumni Association November 2014 - Present
First Southwest Company June 2015 - August 2015
N3 Real Estate May 2014 - August 2014
Education
Oklahoma State University 2012 — 2016
Accounting and Finance, 4.0
Edward S. Marcus High School 2008 — 2012
Oklahoma State University Alumni Association November 2014 - Present
First Southwest Company June 2015 - August 2015
N3 Real Estate May 2014 - August 2014
Education
Oklahoma State University 2012 — 2016
Accounting and Finance, 4.0
Edward S. Marcus High School 2008 — 2012
Susan Lotito's First Southwest Company Experience March 2011 - February 2015
Job Experienced Business Professional seeking opportunities in Project Management and Event Planning
Industry Health, Wellness and Fitness
Experience
Baylor Tom Landry Fitness Center April 2015 - Present
Lotus Yoga April 2015 - Present
Lake Highlands Family YMCA March 2015 - Present
Fujitsu Network Communications March 2015 - Present
First Southwest Company March 2011 - February 2015
Romano Enterprises March 2010 - February 2011
Skills
Yoga, Yoga Instruction, Hatha Yoga, Restorative Yoga, Wellness, Anxiety Management, Stress Management, Corporate Yoga, Prenatal Yoga, Meditation, Microsoft Office, Teaching, Time Management, Organization Skills, Holistic Health, Fitness, Wellbeing, Accounting, Interpersonal Skills, Project Management
Education
Lotus Yoga 2014 — 2015
200 RYT with Yoga Alliance, Yoga Teacher Training/Yoga Therapy
Boston University - School of Management 2005 — 2009
Bachelors of Science and Business Administration, Accounting and Law
The University of Texas at Dallas
Additional Graduate Level Accounting Courses
Baylor Tom Landry Fitness Center April 2015 - Present
Lotus Yoga April 2015 - Present
Lake Highlands Family YMCA March 2015 - Present
Fujitsu Network Communications March 2015 - Present
First Southwest Company March 2011 - February 2015
Romano Enterprises March 2010 - February 2011
Skills
Yoga, Yoga Instruction, Hatha Yoga, Restorative Yoga, Wellness, Anxiety Management, Stress Management, Corporate Yoga, Prenatal Yoga, Meditation, Microsoft Office, Teaching, Time Management, Organization Skills, Holistic Health, Fitness, Wellbeing, Accounting, Interpersonal Skills, Project Management
Education
Lotus Yoga 2014 — 2015
200 RYT with Yoga Alliance, Yoga Teacher Training/Yoga Therapy
Boston University - School of Management 2005 — 2009
Bachelors of Science and Business Administration, Accounting and Law
The University of Texas at Dallas
Additional Graduate Level Accounting Courses
Mario Neal Murray's First Southwest Company Experience November 2011 - April 2015
Job Fixed Income Trader at U.S. Trust
Industry Financial Services
Experience
U.S. Trust April 2015 - Present
First Southwest Company November 2011 - April 2015
Highview Partners September 2011 - November 2011
Skills
Bloomberg, Financial Analysis, Fixed Income, Municipal Bonds, Series 63, Series 7, Finance, Bonds, Trading, Securities, Electronic Trading
Education
Fairfield University 2007 — 2011
Bachelor's degree, Major: Fiance Minor: Philosophy
Boston College High School 2003 — 2007
U.S. Trust April 2015 - Present
First Southwest Company November 2011 - April 2015
Highview Partners September 2011 - November 2011
Skills
Bloomberg, Financial Analysis, Fixed Income, Municipal Bonds, Series 63, Series 7, Finance, Bonds, Trading, Securities, Electronic Trading
Education
Fairfield University 2007 — 2011
Bachelor's degree, Major: Fiance Minor: Philosophy
Boston College High School 2003 — 2007
Drew Kendall Drew Kendall's First Southwest Company Experience June 2002 - October 2005
Job Strategy Analyst at 7Eleven
Industry Financial Services
Experience
7-Eleven April 2015 - Present
BIMC L.P. September 2013 - March 2015
La Reve Consultants June 2012 - August 2012
Las Colinas Group, LP November 2009 - June 2011
Henry S. Miller Brokerage, LLC May 2009 - August 2010
Honea Real Estate Group February 2009 - May 2009
First Southwest Company June 2002 - October 2005
Skills
Marketing, Real Estate, Investments, Capital Markets, Financial Modeling, Finance, Mergers & Acquisitions, Due Diligence, Financial Analysis, Leadership, Analysis, Analytics, Management, Data Analysis, Market Research, Microsoft Excel, Valuation, Asset Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Strategy and Entrepreneurship
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science, Finance
7-Eleven April 2015 - Present
BIMC L.P. September 2013 - March 2015
La Reve Consultants June 2012 - August 2012
Las Colinas Group, LP November 2009 - June 2011
Henry S. Miller Brokerage, LLC May 2009 - August 2010
Honea Real Estate Group February 2009 - May 2009
First Southwest Company June 2002 - October 2005
Skills
Marketing, Real Estate, Investments, Capital Markets, Financial Modeling, Finance, Mergers & Acquisitions, Due Diligence, Financial Analysis, Leadership, Analysis, Analytics, Management, Data Analysis, Market Research, Microsoft Excel, Valuation, Asset Management
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Strategy and Entrepreneurship
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor of Science, Finance
Nicolas Hutnyak Nicolas Hutnyak's First Southwest Company Experience January 2012 - October 2014
Job Commodity Derivative Sales
Industry Investment Banking
Experience
Wells Fargo October 2014 - Present
First Southwest Company January 2012 - October 2014
First Southwest Company July 2011 - August 2011
Enogex LLC/OGE Energy Corp May 2011 - July 2011
Hein & Associates February 2010 - June 2010
Deloitte September 2008 - September 2009
GSI Technologies June 2008 - August 2008
Skills
Derivatives, Trading, Fixed Income, Options, Energy, Economics, Hedging, Pricing, Portfolio Management, Financial Analysis, Due Diligence, Finance, Analysis
Education
Oklahoma State University 2010 — 2011
Master
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master
Texas Tech University 2004 — 2006
Bachelor
United States Merchant Marine Academy 2002 — 2003
Wells Fargo October 2014 - Present
First Southwest Company January 2012 - October 2014
First Southwest Company July 2011 - August 2011
Enogex LLC/OGE Energy Corp May 2011 - July 2011
Hein & Associates February 2010 - June 2010
Deloitte September 2008 - September 2009
GSI Technologies June 2008 - August 2008
Skills
Derivatives, Trading, Fixed Income, Options, Energy, Economics, Hedging, Pricing, Portfolio Management, Financial Analysis, Due Diligence, Finance, Analysis
Education
Oklahoma State University 2010 — 2011
Master
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master
Texas Tech University 2004 — 2006
Bachelor
United States Merchant Marine Academy 2002 — 2003
Nathan Duell's First Southwest Company Experience January 2015 - Present
Job Incoming Analyst at a global banking corporation
Industry Financial Services
Experience
First Southwest Company January 2015 - Present
Mercatus Center at George Mason University June 2014 - August 2014
Leslie's Poolmart, Inc. May 2013 - August 2013
Towne Park June 2012 - August 2012
Mahalo Company, LLC. May 2011 - August 2011
Skills
Leadership, Microsoft Office, Public Speaking, Management, Communication, Economics, Policy, Teamwork
Education
Arizona State University 2011 — 2015
Bachelor of Science (B.S.), Economics and Supply Chain Management, 3.65 GPA
First Southwest Company January 2015 - Present
Mercatus Center at George Mason University June 2014 - August 2014
Leslie's Poolmart, Inc. May 2013 - August 2013
Towne Park June 2012 - August 2012
Mahalo Company, LLC. May 2011 - August 2011
Skills
Leadership, Microsoft Office, Public Speaking, Management, Communication, Economics, Policy, Teamwork
Education
Arizona State University 2011 — 2015
Bachelor of Science (B.S.), Economics and Supply Chain Management, 3.65 GPA
Liz Alhand, CPA, RN Liz Alhand, CPA, RN's First Southwest Company Experience 2009 - 2013
Job Managing Director Healthcare at Berkeley Research Group LLC
Industry Hospital & Health Care
Experience
Berkeley Research Group LLC January 2014 - Present
Next Phase Healthcare 2013 - February 2014
First Southwest Company 2009 - 2013
Harris Health System 2006 - 2008
Presbyterian Healthcare Services 2003 - 2005
SSM Health Care February 1995 - 2003
Sisters of Charity of Leavenworth Health System 1993 - 1995
EY 1980 - 1992
James Whitcomb Riley Hospital for Children December 1977 - August 1978
Skills
Physician Relations, Medicaid, Revenue Cycle Management, Strategy, Healthcare Consulting, Revenue Cycle, Performance Improvement, Capital Project Planning, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, Business Intelligence, Financial Reporting, Business Decision Making, Capital Markets, Bond Markets, Investments, Healthcare, Healthcare Management, Financial Planning
Education
The University of Texas at Austin 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1974 — 1977
Bachelor's of Nursing, Registered Nursing/Registered Nurse
Berkeley Research Group LLC January 2014 - Present
Next Phase Healthcare 2013 - February 2014
First Southwest Company 2009 - 2013
Harris Health System 2006 - 2008
Presbyterian Healthcare Services 2003 - 2005
SSM Health Care February 1995 - 2003
Sisters of Charity of Leavenworth Health System 1993 - 1995
EY 1980 - 1992
James Whitcomb Riley Hospital for Children December 1977 - August 1978
Skills
Physician Relations, Medicaid, Revenue Cycle Management, Strategy, Healthcare Consulting, Revenue Cycle, Performance Improvement, Capital Project Planning, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, Business Intelligence, Financial Reporting, Business Decision Making, Capital Markets, Bond Markets, Investments, Healthcare, Healthcare Management, Financial Planning
Education
The University of Texas at Austin 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1974 — 1977
Bachelor's of Nursing, Registered Nursing/Registered Nurse
Preston Gabriel's First Southwest Company Experience June 2014 - Present
Job Analyst at First Southwest
Industry Investment Banking
Experience
First Southwest Company June 2014 - Present
Drury University March 2013 - May 2014
Keck & Austin LLC May 2013 - August 2013
Texas Legends 2010 - 2011
Skills
Research, Public Speaking, Facebook, PowerPoint, Teamwork, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Recruiting, Customer Service, Social Media, Marketing Strategy, Sports, Finance, Corporate Finance, Economics, Econometrics, SPSS, Technical Analysis, Investments, Financial Analysis
Education
Drury University 2011 — 2014
Bachelor of Business Administration (BBA), Economics and Finance, 3.63 GPA
Drury University 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
First Southwest Company June 2014 - Present
Drury University March 2013 - May 2014
Keck & Austin LLC May 2013 - August 2013
Texas Legends 2010 - 2011
Skills
Research, Public Speaking, Facebook, PowerPoint, Teamwork, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Recruiting, Customer Service, Social Media, Marketing Strategy, Sports, Finance, Corporate Finance, Economics, Econometrics, SPSS, Technical Analysis, Investments, Financial Analysis
Education
Drury University 2011 — 2014
Bachelor of Business Administration (BBA), Economics and Finance, 3.63 GPA
Drury University 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Economics
Julius Adeniyi, CPA, CIA, CISA, CGMA. Julius Adeniyi, CPA, CIA, CISA, CGMA.'s First Southwest Company Experience July 2010 - September 2011
Job Manager, Internal Controls & Special Projects
Industry Oil & Energy
Experience
KLX, Inc (formerly B/E Aerospace Consumables Management and Energy Services) December 2014 - Present
Transocean September 2011 - November 2014
First Southwest Company July 2010 - September 2011
BKD CPAs & Advisors January 2007 - May 2010
Oceanic Bank May 2001 - January 2004
Skills
Financial Audits, Auditing, Sarbanes-Oxley Act, Strategic Financial..., Finance, Internal Controls, GAAP, Financial Reporting, US GAAP, Internal Audit, External Audit, CPA, SEC filings, Variance Analysis, Sarbanes-Oxley
Education
University of Houston-Clear Lake 2005 — 2006
MS, Accounting
Texas A&M International University 2004 — 2004
Accounting
University of Ibadan 1994 — 1999
BS, Biochemistry
KLX, Inc (formerly B/E Aerospace Consumables Management and Energy Services) December 2014 - Present
Transocean September 2011 - November 2014
First Southwest Company July 2010 - September 2011
BKD CPAs & Advisors January 2007 - May 2010
Oceanic Bank May 2001 - January 2004
Skills
Financial Audits, Auditing, Sarbanes-Oxley Act, Strategic Financial..., Finance, Internal Controls, GAAP, Financial Reporting, US GAAP, Internal Audit, External Audit, CPA, SEC filings, Variance Analysis, Sarbanes-Oxley
Education
University of Houston-Clear Lake 2005 — 2006
MS, Accounting
Texas A&M International University 2004 — 2004
Accounting
University of Ibadan 1994 — 1999
BS, Biochemistry
Jamie Leanne Sullivan, CFP®'s First Southwest Company Experience September 2008 - June 2010
Job Chief Compliance Officer at Titan Securities
Industry Financial Services
Experience
Titan Securities September 2012 - Present
Elite Financial Management July 2010 - September 2012
First Southwest Company September 2008 - June 2010
Texas Financial Resources June 2007 - August 2008
Credit Suisse March 2005 - June 2007
Skills
Fixed Income, Series 7, Series 24, Financial Analysis, Financial Modeling, Series 63, Investments, Portfolio Management, Investment Banking, Strategic Financial..., Microsoft Excel, Valuation, Options, Alternative Investments, Securities, Capital Markets, Bonds, Finance
Education
The University of Texas at Arlington 2004 — 2005
The University of Texas at Austin 1999 — 2001
Southern Methodist University
CFP studies / designation, Certified Financial Planning
Titan Securities September 2012 - Present
Elite Financial Management July 2010 - September 2012
First Southwest Company September 2008 - June 2010
Texas Financial Resources June 2007 - August 2008
Credit Suisse March 2005 - June 2007
Skills
Fixed Income, Series 7, Series 24, Financial Analysis, Financial Modeling, Series 63, Investments, Portfolio Management, Investment Banking, Strategic Financial..., Microsoft Excel, Valuation, Options, Alternative Investments, Securities, Capital Markets, Bonds, Finance
Education
The University of Texas at Arlington 2004 — 2005
The University of Texas at Austin 1999 — 2001
Southern Methodist University
CFP studies / designation, Certified Financial Planning
Richard Gary Richard Gary's First Southwest Company Experience February 2011 - Present
Job Telecom Engineer at First Southwest Company
Industry Information Technology and Services
Experience
First Southwest Company February 2011 - Present
Tech Systems August 2010 - February 2011
AAP3 Network February 2010 - August 2010
Avaya April 2002 - July 2009
Allegiance Telecom February 1999 - September 2001
Allied Riser Communication January 1998 - January 1999
Education
Jackson State University
B.S.
First Southwest Company February 2011 - Present
Tech Systems August 2010 - February 2011
AAP3 Network February 2010 - August 2010
Avaya April 2002 - July 2009
Allegiance Telecom February 1999 - September 2001
Allied Riser Communication January 1998 - January 1999
Education
Jackson State University
B.S.
Heather Anderson Heather Anderson's First Southwest Company Experience March 2011 - May 2012
Job Currently looking for new opportunities
Industry Financial Services
Experience
Currently looking for new opportunities May 2015 - Present
Green Street Advisors January 2013 - April 2015
First Southwest Company March 2011 - May 2012
Capital Institutional Services November 2008 - April 2011
Skills
Series 7, Series 99, Series 63, Bloomberg, Securities, Equities, Fixed Income, Trading, FINRA, Capital Markets, Options, Mutual Funds, Alternative Investments, Investments, Microsoft Excel, Hedge Funds, Microsoft Office, Sales
Education
Dallas County Community College 2015 — 2019
Currently looking for new opportunities May 2015 - Present
Green Street Advisors January 2013 - April 2015
First Southwest Company March 2011 - May 2012
Capital Institutional Services November 2008 - April 2011
Skills
Series 7, Series 99, Series 63, Bloomberg, Securities, Equities, Fixed Income, Trading, FINRA, Capital Markets, Options, Mutual Funds, Alternative Investments, Investments, Microsoft Excel, Hedge Funds, Microsoft Office, Sales
Education
Dallas County Community College 2015 — 2019
Marcus Kwan Marcus Kwan's First Southwest Company Experience December 1998 - April 2000
Job Director of Support Services at ZeOmega
Industry Information Technology and Services
Experience
ZeOmega April 2013 - January 2015
EmergiData October 2012 - April 2013
Omnicom Management Services April 2011 - September 2012
Acton School of Business May 2009 - May 2010
EmergiData July 2007 - May 2009
EmergiData July 2007 - May 2009
Omnicom Management Services July 2000 - June 2007
First Southwest Company December 1998 - April 2000
MCI February 1998 - November 1998
Principal Financial Securities 1997 - 1998
Skills
Project Management, Management, Opportunity Analysis, Business Plan..., Team Building, Communication, IT Strategy, Network Administration, Network Design, Sales Engineering, Entrepreneurship, Business Development
Education
Acton School of Business 2009 — 2010
MBA, Entrepreneurship
Southwestern University 1990 — 1994
Bachelor of Arts (BA), Mathematics
Robert E Lee High School 1986 — 1990
ZeOmega April 2013 - January 2015
EmergiData October 2012 - April 2013
Omnicom Management Services April 2011 - September 2012
Acton School of Business May 2009 - May 2010
EmergiData July 2007 - May 2009
EmergiData July 2007 - May 2009
Omnicom Management Services July 2000 - June 2007
First Southwest Company December 1998 - April 2000
MCI February 1998 - November 1998
Principal Financial Securities 1997 - 1998
Skills
Project Management, Management, Opportunity Analysis, Business Plan..., Team Building, Communication, IT Strategy, Network Administration, Network Design, Sales Engineering, Entrepreneurship, Business Development
Education
Acton School of Business 2009 — 2010
MBA, Entrepreneurship
Southwestern University 1990 — 1994
Bachelor of Arts (BA), Mathematics
Robert E Lee High School 1986 — 1990
Art Brickey, CFA Art Brickey, CFA's First Southwest Company Experience 2003 - 2005
Job Executive Vice President at Carlyle Capital Markets
Industry Financial Services
Experience
Carlyle Capital Markets April 2010 - Present
Friedman Luzzatto & Co. September 1999 - Present
RIO Technical Services August 2005 - March 2010
First Southwest Company 2003 - 2005
Carlyle Capital Markets 1999 - 2003
Bank of America 1997 - 1999
Fidelity Investments 1992 - 1997
First Tennessee Bank 1990 - 1992
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Investment Banking, Investments, Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Securities, Bloomberg, Alternative Investments, Mergers, Investment Management, Portfolio Management, Strategic Financial..., Hedge Funds, Commercial Banking, Mutual Funds, Wealth Management, Trading, Investor Relations, Structured Finance, Financial Structuring, Finance, Investment Advisory, Institutional..., Asset Management, FINRA, Financial Advisory, Public Finance, Financial Services, Capital Raising, Financial Markets, Asset Allocation, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1993 — 1996
MBA, Finance
The University of Memphis 1990 — 1991
BBA, Finance
Carlyle Capital Markets April 2010 - Present
Friedman Luzzatto & Co. September 1999 - Present
RIO Technical Services August 2005 - March 2010
First Southwest Company 2003 - 2005
Carlyle Capital Markets 1999 - 2003
Bank of America 1997 - 1999
Fidelity Investments 1992 - 1997
First Tennessee Bank 1990 - 1992
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Investment Banking, Investments, Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Securities, Bloomberg, Alternative Investments, Mergers, Investment Management, Portfolio Management, Strategic Financial..., Hedge Funds, Commercial Banking, Mutual Funds, Wealth Management, Trading, Investor Relations, Structured Finance, Financial Structuring, Finance, Investment Advisory, Institutional..., Asset Management, FINRA, Financial Advisory, Public Finance, Financial Services, Capital Raising, Financial Markets, Asset Allocation, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1993 — 1996
MBA, Finance
The University of Memphis 1990 — 1991
BBA, Finance
Darla Thornton Darla Thornton's First Southwest Company Experience January 1997 - March 2007
Job Registered Representative at Aspen Equity Partners LLC
Industry Investment Management
Experience
Aspen Equity Partners LLC May 2014 - Present
Rhodes Securities Inc. April 2007 - April 2014
First Southwest Company January 1997 - March 2007
Skills
Investments, Financial Modeling, Mutual Funds, Trading, Valuation, Asset Management, Finance, Series 7, Series 63, Financial Analysis, Strategic Financial..., Due Diligence, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1987
BBA, Finance
Louisiana State University 1982 — 1983
Fort Worth Country Day School 1976 — 1982
Prepatory
Aspen Equity Partners LLC May 2014 - Present
Rhodes Securities Inc. April 2007 - April 2014
First Southwest Company January 1997 - March 2007
Skills
Investments, Financial Modeling, Mutual Funds, Trading, Valuation, Asset Management, Finance, Series 7, Series 63, Financial Analysis, Strategic Financial..., Due Diligence, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1984 — 1987
BBA, Finance
Louisiana State University 1982 — 1983
Fort Worth Country Day School 1976 — 1982
Prepatory
Robert L. Flanagan Robert L. Flanagan's First Southwest Company Experience July 2007 - February 2009
Job Delegate District 9B at Maryland General Assembly
Industry Law Practice
Experience
Maryland General Assembly January 2015 - Present
Law Office of Robert L. Flanagan April 2009 - Present
First Southwest Company July 2007 - February 2009
Maryland Department of Transportation March 2003 - January 2007
Maryland House of Delegates January 1987 - February 2003
Law Office of Robert L Flanagan April 1987 - January 2003
Maryland General Assembly 1987 - 2003
Siskind, Grady, Rosen and Hoover formerly Siskind, Burch, Grady and Rosen June 1984 - January 1987
Saul Ewing LLP formerly Weinberg and Green July 1979 - June 1984
U.S.S. Patrick Henry June 1967 - August 1971
Skills
Public Speaking, Public Policy, Strategic Planning, Government, Research, Litigation, Economic Development, Policy Analysis, Policy, Non-profits, Program Management, Microsoft Office, Arbitration, Analysis, Project Management, Budgets, Nonprofits, Legislative Relations, Civil Litigation, Mediation, Legislation, Political Campaigns, Strategic Communications, Legal Research
Education
Cornell Law School 1971 — 1974
JD with Honors, Law
Harvard University 1963 — 1967
Bachelor's degree, Economics
Gonzaga 1959 — 1963
high school, general
Maryland General Assembly January 2015 - Present
Law Office of Robert L. Flanagan April 2009 - Present
First Southwest Company July 2007 - February 2009
Maryland Department of Transportation March 2003 - January 2007
Maryland House of Delegates January 1987 - February 2003
Law Office of Robert L Flanagan April 1987 - January 2003
Maryland General Assembly 1987 - 2003
Siskind, Grady, Rosen and Hoover formerly Siskind, Burch, Grady and Rosen June 1984 - January 1987
Saul Ewing LLP formerly Weinberg and Green July 1979 - June 1984
U.S.S. Patrick Henry June 1967 - August 1971
Skills
Public Speaking, Public Policy, Strategic Planning, Government, Research, Litigation, Economic Development, Policy Analysis, Policy, Non-profits, Program Management, Microsoft Office, Arbitration, Analysis, Project Management, Budgets, Nonprofits, Legislative Relations, Civil Litigation, Mediation, Legislation, Political Campaigns, Strategic Communications, Legal Research
Education
Cornell Law School 1971 — 1974
JD with Honors, Law
Harvard University 1963 — 1967
Bachelor's degree, Economics
Gonzaga 1959 — 1963
high school, general
Erin Donner Erin Donner's First Southwest Company Experience January 2004 - June 2009
Job Senior Project Manager at Interstate Batteries
Industry Consumer Goods
Experience
Interstate Batteries September 2010 - Present
Santa Fe Auto Insurance June 2009 - August 2010
First Southwest Company January 2004 - June 2009
Skills
Business Analysis, Project Portfolio..., SDLC, Process Improvement, PMO, PMP, Requirements Gathering, Business Process, Project Management, Program Management, Project Delivery, IT Strategy
Education
Texas A&M University 1998 — 2003
Bachelor of Science (B.S.), Mechanical Engineering
Interstate Batteries September 2010 - Present
Santa Fe Auto Insurance June 2009 - August 2010
First Southwest Company January 2004 - June 2009
Skills
Business Analysis, Project Portfolio..., SDLC, Process Improvement, PMO, PMP, Requirements Gathering, Business Process, Project Management, Program Management, Project Delivery, IT Strategy
Education
Texas A&M University 1998 — 2003
Bachelor of Science (B.S.), Mechanical Engineering
Victoria Baribeau Victoria Baribeau's First Southwest Company Experience June 2004 - August 2007
Job Sr. Financial Analyst at Coventry Health Care
Industry Insurance
Experience
Aetna January 2014 - Present
Coventry Health Care July 2010 - Present
Coventry Health Care February 2008 - July 2010
First Southwest Company June 2004 - August 2007
Bentley University 2001 - 2004
RSC New England May 2001 - August 2002
Skills
Series 63, Financial Reporting, Financial Analysis, Series 7, Financial Modeling, Forecasting, Data Analysis, Finance, Analysis, PeopleSoft, Access, Accounting, Business Analysis, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Corporate Finance, Quantitative Methods for Business Decisions
Bentley University 2001 — 2004
BS, Major Economics-Finance, Minor International Business
RMIT University
Economics
Aetna January 2014 - Present
Coventry Health Care July 2010 - Present
Coventry Health Care February 2008 - July 2010
First Southwest Company June 2004 - August 2007
Bentley University 2001 - 2004
RSC New England May 2001 - August 2002
Skills
Series 63, Financial Reporting, Financial Analysis, Series 7, Financial Modeling, Forecasting, Data Analysis, Finance, Analysis, PeopleSoft, Access, Accounting, Business Analysis, Process Improvement
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Corporate Finance, Quantitative Methods for Business Decisions
Bentley University 2001 — 2004
BS, Major Economics-Finance, Minor International Business
RMIT University
Economics
Alison McKell's First Southwest Company Experience July 2008 - May 2012
Job Healthcare Consultant
Industry Investment Banking
Experience
Cain Brothers May 2013 - Present
First Southwest Company July 2008 - May 2012
UBS Investment Bank January 2006 - January 2008
Bank of America January 2004 - January 2006
J.P. Morgan January 2001 - January 2004
Skills
Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Bonds, Equities, Series 63, Alternative Investments, Securities, Valuation, Financial Modeling, Derivatives, Options, FINRA, Trading, Electronic Trading, Municipal Bonds, Finance
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Psychology
Saint John’s School 1986 — 1997
Cain Brothers May 2013 - Present
First Southwest Company July 2008 - May 2012
UBS Investment Bank January 2006 - January 2008
Bank of America January 2004 - January 2006
J.P. Morgan January 2001 - January 2004
Skills
Fixed Income, Capital Markets, Series 7, Investment Banking, Bloomberg, Bonds, Equities, Series 63, Alternative Investments, Securities, Valuation, Financial Modeling, Derivatives, Options, FINRA, Trading, Electronic Trading, Municipal Bonds, Finance
Education
Northwestern University 1997 — 2001
Bachelor of Arts, Psychology
Saint John’s School 1986 — 1997
Nancy A. Thomas Nancy A. Thomas's First Southwest Company Experience February 2007 - May 2009
Job Attorney at Law; Arbitrator/Mediator Former Judge
Industry Law Practice
Experience
Nancy A. Thomas June 2009 - Present
First Southwest Company February 2007 - May 2009
160th Judicial District Court Dallas County January 2006 - December 2006
Nancy A. Thomas August 2004 - December 2005
Dallas County January 2003 - September 2004
Gray & Thomas PLLC May 1991 - December 2002
Computer Language Research, Inc. / Fast Tax August 1988 - April 1991
National Gypsum Company May 1986 - June 1988
Winstead, McGuire, Sechrest & Minick September 1983 - April 1986
Seay, Gwinn, Crawford, Mebus & Blakeney September 1981 - August 1983
Skills
Mediation, Litigation, Commercial Litigation, Trials, Arbitration, Former State District..., Personal Injury, Product Liability, Civil Litigation, Alternative Dispute..., Business Litigation, Employment Law, Courts, Corporate Law, Dispute Resolution, Breach Of Contract, Legal Advice, Public Liability, Legal Writing, Litigation Support, Mergers & Acquisitions, Toxic Tort, Trade Secrets, Discrimination, Trial Practice, Torts, Appeals, Personal Injury..., Construction Law, Class Actions, Non-compete Agreements
Education
Baylor University School of Law 1978 — 1980
Doctor of Jurisprudence
Baylor University 1973 — 1977
Bachelor of Science, Speech Pathology and Audiology; Journalism
Nancy A. Thomas June 2009 - Present
First Southwest Company February 2007 - May 2009
160th Judicial District Court Dallas County January 2006 - December 2006
Nancy A. Thomas August 2004 - December 2005
Dallas County January 2003 - September 2004
Gray & Thomas PLLC May 1991 - December 2002
Computer Language Research, Inc. / Fast Tax August 1988 - April 1991
National Gypsum Company May 1986 - June 1988
Winstead, McGuire, Sechrest & Minick September 1983 - April 1986
Seay, Gwinn, Crawford, Mebus & Blakeney September 1981 - August 1983
Skills
Mediation, Litigation, Commercial Litigation, Trials, Arbitration, Former State District..., Personal Injury, Product Liability, Civil Litigation, Alternative Dispute..., Business Litigation, Employment Law, Courts, Corporate Law, Dispute Resolution, Breach Of Contract, Legal Advice, Public Liability, Legal Writing, Litigation Support, Mergers & Acquisitions, Toxic Tort, Trade Secrets, Discrimination, Trial Practice, Torts, Appeals, Personal Injury..., Construction Law, Class Actions, Non-compete Agreements
Education
Baylor University School of Law 1978 — 1980
Doctor of Jurisprudence
Baylor University 1973 — 1977
Bachelor of Science, Speech Pathology and Audiology; Journalism
Elena Zaretsky Elena Zaretsky's First Southwest Company Experience June 2013 - Present
Job Sr. Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company June 2013 - Present
Wedbush Morgan Securities May 2005 - June 2013
Public Financial Management 2002 - 2005
Education
Albany Law School of Union University 1997 — 2000
University of California, Los Angeles 1991 — 1995
BA, History, World Politics
University of California, Los Angeles
First Southwest Company June 2013 - Present
Wedbush Morgan Securities May 2005 - June 2013
Public Financial Management 2002 - 2005
Education
Albany Law School of Union University 1997 — 2000
University of California, Los Angeles 1991 — 1995
BA, History, World Politics
University of California, Los Angeles
Michael Atmar Michael Atmar's First Southwest Company Experience June 2012 - August 2012
Job Assistant Director at Kanakuk Kamps (K1)
Industry Recreational Facilities and Services
Experience
Kanakuk Kamps May 2014 - Present
The BVA Group LLC August 2013 - May 2014
First Southwest Company June 2012 - August 2012
Skills
Team Leadership, Expository Preaching, Microsoft Office, Financial Analysis, Business Valuation
Education
The University of Texas at Austin 2009 — 2013
Business Honors, Finance
Dallas Theological Seminary
Master of Arts in Christian Leadership (MA/CL)
Kanakuk Kamps May 2014 - Present
The BVA Group LLC August 2013 - May 2014
First Southwest Company June 2012 - August 2012
Skills
Team Leadership, Expository Preaching, Microsoft Office, Financial Analysis, Business Valuation
Education
The University of Texas at Austin 2009 — 2013
Business Honors, Finance
Dallas Theological Seminary
Master of Arts in Christian Leadership (MA/CL)
Philip Morley Philip Morley's First Southwest Company Experience May 2014 - April 2015
Job Credit Risk Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Southern Methodist University August 2011 - May 2015
First Southwest Company May 2014 - April 2015
Various Restaurants May 2010 - June 2014
Skills
Team Leadership, Strategic Communications, Communication Theory, Data Analysis, Research, SPSS, Statistics, Economics, Public Speaking, Photoshop
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2011 — 2015
Current Student, Finance and Financial Management Services
Bank of America June 2015 - Present
Southern Methodist University August 2011 - May 2015
First Southwest Company May 2014 - April 2015
Various Restaurants May 2010 - June 2014
Skills
Team Leadership, Strategic Communications, Communication Theory, Data Analysis, Research, SPSS, Statistics, Economics, Public Speaking, Photoshop
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2011 — 2015
Current Student, Finance and Financial Management Services
Terrai Ross's First Southwest Company Experience March 2012 - Present
Job Rebate Data Specialist at First Southwest
Industry Accounting
Experience
First Southwest Company March 2012 - Present
BNY Mellon February 2011 - February 2012
Flextronics July 2008 - July 2010
Adecco May 2007 - April 2008
Skills
General Ledger, Trial Balance, Financial Analysis, Microsoft Excel, Outlook, Microsoft Word, Accounting, Account Management, Access, Arbitrage, IRS, Financial Accounting, Financial Statement..., Tax Preparation, Data Analysis, Data Entry, Data Management
Education
University of North Texas at Dallas 2014 — 2017
Bachelor of Business Administration (BBA), Accounting
Dallas County Community College 2011 — 2011
Accounting Clerk Certificate, Accounting
Dallas County Community College 2011 — 2011
Accounting Assistant Certificate, Accounting
Dallas County Community College 2009 — 2011
A.A., Arts
Forney High School 2000 — 2005
First Southwest Company March 2012 - Present
BNY Mellon February 2011 - February 2012
Flextronics July 2008 - July 2010
Adecco May 2007 - April 2008
Skills
General Ledger, Trial Balance, Financial Analysis, Microsoft Excel, Outlook, Microsoft Word, Accounting, Account Management, Access, Arbitrage, IRS, Financial Accounting, Financial Statement..., Tax Preparation, Data Analysis, Data Entry, Data Management
Education
University of North Texas at Dallas 2014 — 2017
Bachelor of Business Administration (BBA), Accounting
Dallas County Community College 2011 — 2011
Accounting Clerk Certificate, Accounting
Dallas County Community College 2011 — 2011
Accounting Assistant Certificate, Accounting
Dallas County Community College 2009 — 2011
A.A., Arts
Forney High School 2000 — 2005
Mathew Harrison's First Southwest Company Experience March 2005 - August 2008
Job Associate at Cicero Group
Industry Management Consulting
Experience
Cicero Group September 2015 - Present
American Express January 2013 - August 2015
American Express July 2010 - December 2012
American Express May 2009 - August 2009
First Southwest Company March 2005 - August 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Process Improvement, Business Analysis, Sales Presentations, Strategic Partnerships, Valuation, Strategy, Change Management, Competitive Analysis, Mergers & Acquisitions, Business Strategy, Analysis, Market Research, Business Development
Education
Brigham Young University 2008 — 2010
Master of Business Administration (MBA)
University of Oklahoma 2002 — 2004
Bachelor of Arts (B.A.)
Cicero Group September 2015 - Present
American Express January 2013 - August 2015
American Express July 2010 - December 2012
American Express May 2009 - August 2009
First Southwest Company March 2005 - August 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Process Improvement, Business Analysis, Sales Presentations, Strategic Partnerships, Valuation, Strategy, Change Management, Competitive Analysis, Mergers & Acquisitions, Business Strategy, Analysis, Market Research, Business Development
Education
Brigham Young University 2008 — 2010
Master of Business Administration (MBA)
University of Oklahoma 2002 — 2004
Bachelor of Arts (B.A.)
Nadine Payne Nadine Payne's First Southwest Company Experience October 2013 - May 2015
Job Administrative support at First Southwest Company
Industry Financial Services
Experience
First Southwest Company October 2013 - May 2015
Akin Gump Strauss Hauer & Feld LLP February 2012 - October 2013
Alston & Bird LLP August 2011 - January 2012
Simon,Eddins and Greenstone August 2010 - June 2011
Rockwall County District clerk's office March 2007 - February 2008
AmeriSuites March 2002 - December 2004
Skills
Microsoft Office, Outlook, Invoicing, Access, Administration, Data Entry, Fax, Spreadsheets, Appointment Scheduling, Teamwork, Healthcare, Sales, Administrative..., Management, Office Management
Education
Champion school of real estate 2014 — 2014
Real Estate
Eastfield College 2010 — 2011
Certification, Phlebotomy Technician/Phlebotomist, ASCP 39710
Career Quest 2009 — 2009
Certification, GED, 12
Manhattan institute 2002 — 2003
Certification, Phlebotomy, Medical billing and coding
Willow Crescent 1991 — 1996
High school, high school
First Southwest Company October 2013 - May 2015
Akin Gump Strauss Hauer & Feld LLP February 2012 - October 2013
Alston & Bird LLP August 2011 - January 2012
Simon,Eddins and Greenstone August 2010 - June 2011
Rockwall County District clerk's office March 2007 - February 2008
AmeriSuites March 2002 - December 2004
Skills
Microsoft Office, Outlook, Invoicing, Access, Administration, Data Entry, Fax, Spreadsheets, Appointment Scheduling, Teamwork, Healthcare, Sales, Administrative..., Management, Office Management
Education
Champion school of real estate 2014 — 2014
Real Estate
Eastfield College 2010 — 2011
Certification, Phlebotomy Technician/Phlebotomist, ASCP 39710
Career Quest 2009 — 2009
Certification, GED, 12
Manhattan institute 2002 — 2003
Certification, Phlebotomy, Medical billing and coding
Willow Crescent 1991 — 1996
High school, high school
Shandra Morton Shandra Morton's First Southwest Company Experience October 2012 - November 2013
Job Senior Desktop Technician
Industry Computer Networking
Experience
T Bank November 2013 - Present
T Bank N.A. November 2013 - Present
Sprouts Farmers Market March 2014 - January 2015
Frisco Gun Club October 2013 - February 2014
First Southwest Company October 2012 - November 2013
RPC Solutions / MV Transportation March 2012 - October 2012
CareerConnection January 2012 - March 2012
TD Industries October 2009 - January 2012
MERIT ENERGY April 2005 - August 2009
CEDAR VALLEY COLLEGE February 2004 - March 2005
Skills
Windows XP Professional, Windows 7, Active Directory, iPhone, Windows Server 2003, A+ Certified, Computer Hardware, Documentation, Outlook, Dell Desktops, Norton Ghost, MCSE 2000, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, PC Anywhere, Internet Research, Desktop Support, Telephone Skills, Troubleshooting, Tutoring, Remote Assistance, Windows Server, Software Documentation, XP, Servers, Technical Support, VPN, Microsoft Certified..., Dell Computers, Hardware, Office 2010, Help Desk Support, Virtual Assistance, Online Research, Network Administration, Software Installation, Laptops, Windows, Information Technology, Switches, Windows XP, CompTIA A, CompTIA A+, Microsoft Office
Education
Northlake College 2000 — 2011
Collin County Community College 2009 — 2009
CCNA, Paralegal
Richland College 2008 — 2009
Cedar Valley College 2004 — 2005
A+, MCSE 2000
East Central University 1991 — 1995
Bachelor, Computer Science
T Bank November 2013 - Present
T Bank N.A. November 2013 - Present
Sprouts Farmers Market March 2014 - January 2015
Frisco Gun Club October 2013 - February 2014
First Southwest Company October 2012 - November 2013
RPC Solutions / MV Transportation March 2012 - October 2012
CareerConnection January 2012 - March 2012
TD Industries October 2009 - January 2012
MERIT ENERGY April 2005 - August 2009
CEDAR VALLEY COLLEGE February 2004 - March 2005
Skills
Windows XP Professional, Windows 7, Active Directory, iPhone, Windows Server 2003, A+ Certified, Computer Hardware, Documentation, Outlook, Dell Desktops, Norton Ghost, MCSE 2000, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, PC Anywhere, Internet Research, Desktop Support, Telephone Skills, Troubleshooting, Tutoring, Remote Assistance, Windows Server, Software Documentation, XP, Servers, Technical Support, VPN, Microsoft Certified..., Dell Computers, Hardware, Office 2010, Help Desk Support, Virtual Assistance, Online Research, Network Administration, Software Installation, Laptops, Windows, Information Technology, Switches, Windows XP, CompTIA A, CompTIA A+, Microsoft Office
Education
Northlake College 2000 — 2011
Collin County Community College 2009 — 2009
CCNA, Paralegal
Richland College 2008 — 2009
Cedar Valley College 2004 — 2005
A+, MCSE 2000
East Central University 1991 — 1995
Bachelor, Computer Science
Court Goolsby Court Goolsby's First Southwest Company Experience January 2008 - April 2008
Job Vice President at Amegy Bank
Industry Commercial Real Estate
Experience
Amegy Bank May 2013 - Present
Amegy Bank 2011 - 2013
Amegy Bank 2010 - 2011
Amegy Bank 2009 - 2010
Amegy Bank 2008 - 2009
First Southwest Company January 2008 - April 2008
Skills
Credit Analysis, Loans, Credit, Portfolio Management, Credit Risk, Financial Analysis, Financial Modeling, Relationship Management, Underwriting, Finance, Loan Origination, Banking, Capital Markets, Financial Risk, Fundraising, Commercial Banking, Investments, Real Estate, Real Estate Transactions, Real Estate Financing, Leadership, Asset Management
Education
Southern Methodist University - Cox School of Business 2006 — 2008
Bachelor of Business Administration (BBA), Finance
Auburn University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Amegy Bank May 2013 - Present
Amegy Bank 2011 - 2013
Amegy Bank 2010 - 2011
Amegy Bank 2009 - 2010
Amegy Bank 2008 - 2009
First Southwest Company January 2008 - April 2008
Skills
Credit Analysis, Loans, Credit, Portfolio Management, Credit Risk, Financial Analysis, Financial Modeling, Relationship Management, Underwriting, Finance, Loan Origination, Banking, Capital Markets, Financial Risk, Fundraising, Commercial Banking, Investments, Real Estate, Real Estate Transactions, Real Estate Financing, Leadership, Asset Management
Education
Southern Methodist University - Cox School of Business 2006 — 2008
Bachelor of Business Administration (BBA), Finance
Auburn University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Mary Colette Stanley Mary Colette Stanley's First Southwest Company Experience June 2012 - Present
Job HR Associate at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company June 2012 - Present
Functional Health & Wellness May 2010 - June 2012
Harbor Capital Advisors, Inc. December 2006 - September 2009
Shenkman Capital Management June 2004 - October 2006
POGUE CONSTRUCTION June 2003 - June 2004
Education
Denison University 1999 — 2003
Bachelor’s Degree, Liberal Arts and Sciences; Communication
First Southwest Company June 2012 - Present
Functional Health & Wellness May 2010 - June 2012
Harbor Capital Advisors, Inc. December 2006 - September 2009
Shenkman Capital Management June 2004 - October 2006
POGUE CONSTRUCTION June 2003 - June 2004
Education
Denison University 1999 — 2003
Bachelor’s Degree, Liberal Arts and Sciences; Communication
Sharline James Sharline James's First Southwest Company Experience March 2000 - September 2008
Job Account Management at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
SMC Projects September 2013 - May 2015
National Planning Corporation (Dexter Thomas Financial Services) August 2013 - October 2013
Deutsche Bank September 2008 - February 2013
First Southwest Company March 2000 - September 2008
Duncan Williams, inc December 1989 - March 2000
Skills
Risk Management, Banking/ Finance, Bank Reconciliation, Prime Brokerage, Business Intelligence, Leadership, Finra Series 7 & 24, Municipal Bonds, Equity Trading, Commercial Paper, Customer Service, Microsoft Excel, Securities, Financial Services, Credit, Portfolio Management, Equities
Education
Herzing University-Birmingham
Business Systems/Programming
University of Alabama at Birmingham
Concentration in Business
University of Alabama at Birmingham
Concentration in Business
NYLIFE Securities LLC May 2015 - Present
SMC Projects September 2013 - May 2015
National Planning Corporation (Dexter Thomas Financial Services) August 2013 - October 2013
Deutsche Bank September 2008 - February 2013
First Southwest Company March 2000 - September 2008
Duncan Williams, inc December 1989 - March 2000
Skills
Risk Management, Banking/ Finance, Bank Reconciliation, Prime Brokerage, Business Intelligence, Leadership, Finra Series 7 & 24, Municipal Bonds, Equity Trading, Commercial Paper, Customer Service, Microsoft Excel, Securities, Financial Services, Credit, Portfolio Management, Equities
Education
Herzing University-Birmingham
Business Systems/Programming
University of Alabama at Birmingham
Concentration in Business
University of Alabama at Birmingham
Concentration in Business
Lisa (Duvall) Lyons Lisa (Duvall) Lyons's First Southwest Company Experience September 2004 - April 2011
Job Real Estate Agent
Industry Real Estate
Experience
First Southwest Company September 2004 - April 2011
Skills
Real Estate Transactions, Registered..., Real Estate, Investment Properties, Sellers, Residential Homes, First Time Home Buyers, Short Sales, Investors, Single Family Homes, Foreclosures, Relocation
Education
Northeastern State University 1999 — 2003
Bachelor’s Degree, Secondary Education
First Southwest Company September 2004 - April 2011
Skills
Real Estate Transactions, Registered..., Real Estate, Investment Properties, Sellers, Residential Homes, First Time Home Buyers, Short Sales, Investors, Single Family Homes, Foreclosures, Relocation
Education
Northeastern State University 1999 — 2003
Bachelor’s Degree, Secondary Education
Crystal Crissy Mullins Crystal Crissy Mullins's First Southwest Company Experience 2006 - 2008
Job HR Recruiting Coordinator at BAL
Industry Human Resources
Experience
BAL February 2014 - Present
Capital Royalty LP May 2008 - January 2014
First Southwest Company 2006 - 2008
Comcast Cable 2004 - 2006
Skills
Travel Arrangements, Administrative..., Confidentiality, Data Entry, Outlook, Calendaring, Event Planning, Office Management, Spreadsheets, Lotus Notes, Calendars, Access, Expense Reports, Concur, Meeting Planning, Executive Support, Switchboard Operator, Meeting Scheduling, Executive Administrative, Calendar Planning, Heavy Calendaring, File Management, Diary Management, Assisting Executives, Dictaphone, Switchboard, Expenses, Fax, Office Equipment, Personal Support, Administrative..., Microsoft Office, Customer Service, Microsoft Excel
Education
DeVry University-Texas
University of Houston-Downtown
BAL February 2014 - Present
Capital Royalty LP May 2008 - January 2014
First Southwest Company 2006 - 2008
Comcast Cable 2004 - 2006
Skills
Travel Arrangements, Administrative..., Confidentiality, Data Entry, Outlook, Calendaring, Event Planning, Office Management, Spreadsheets, Lotus Notes, Calendars, Access, Expense Reports, Concur, Meeting Planning, Executive Support, Switchboard Operator, Meeting Scheduling, Executive Administrative, Calendar Planning, Heavy Calendaring, File Management, Diary Management, Assisting Executives, Dictaphone, Switchboard, Expenses, Fax, Office Equipment, Personal Support, Administrative..., Microsoft Office, Customer Service, Microsoft Excel
Education
DeVry University-Texas
University of Houston-Downtown
Lindsey Desadier's First Southwest Company Experience December 2008 - July 2010
Job Territory Sales Manager at Mission Pharmacal
Industry Pharmaceuticals
Experience
Mission Pharmacal May 2011 - Present
Greenhouse Agency July 2010 - March 2011
First Southwest Company December 2008 - July 2010
First New York Securities / Unicom Capital Management July 2007 - December 2008
Wells Fargo December 2005 - July 2007
Skills
Marketing, Sales Operations, Sales, Outlook, Selling, Market Planning, Account Management, Cold Calling, Customer Service
Education
Sam Houston State University 2004 — 2004
MBA, Finance, 3.83
Sam Houston State University 2000 — 2003
BBA, General Business, Marketing, 3.72
Mission Pharmacal May 2011 - Present
Greenhouse Agency July 2010 - March 2011
First Southwest Company December 2008 - July 2010
First New York Securities / Unicom Capital Management July 2007 - December 2008
Wells Fargo December 2005 - July 2007
Skills
Marketing, Sales Operations, Sales, Outlook, Selling, Market Planning, Account Management, Cold Calling, Customer Service
Education
Sam Houston State University 2004 — 2004
MBA, Finance, 3.83
Sam Houston State University 2000 — 2003
BBA, General Business, Marketing, 3.72
Derek Hughes Derek Hughes's First Southwest Company Experience May 2013 - Present
Job Correspondent Relationship Mgmt, Financial Anaylst
Industry Investment Management
Experience
First Southwest Company May 2013 - Present
Hughes Trading March 2003 - Present
The Prudential Insurance Company of America, Newark, NJ February 2012 - February 2013
Cherry Financial Partners, Ltd. August 2010 - January 2011
MB Trading March 2002 - May 2010
The Wizetrade Group, LLP (formerly GlobalTec Solutions, LLP) 2002 - 2010
Chicago Board of Trade September 1991 - July 2001
Skills
Trading, Quality Assurance, Team Building, Financial Risk, Customer Service, Investments, Electronic Trading, Financial Markets, Equities, Series 7, Portfolio Management, Series 63, Options, Sales, Strategic Financial..., Financial Services, Public Speaking, Training, Risk Management, Strategic Planning, Microsoft Office, Commodity, Trading Systems, Management, Investment Banking, Technical Analysis, PowerPoint, Project Management, Bonds, Series 24, Research, FINRA, Equity Trading, Microsoft Excel, Troubleshooting, Foreign Exchange, Analysis, Asset Managment, Securities, Mutual Funds, Market Analysis, Process Improvement, Finance, Leadership, Trading Strategies, Asset Allocation, Currency, Strategy, Financial Analysis, Investment Strategies
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
Master of Accounting and Financial Management
University of Central Oklahoma 1987 — 1991
BBA, Finance & Accounting
First Southwest Company May 2013 - Present
Hughes Trading March 2003 - Present
The Prudential Insurance Company of America, Newark, NJ February 2012 - February 2013
Cherry Financial Partners, Ltd. August 2010 - January 2011
MB Trading March 2002 - May 2010
The Wizetrade Group, LLP (formerly GlobalTec Solutions, LLP) 2002 - 2010
Chicago Board of Trade September 1991 - July 2001
Skills
Trading, Quality Assurance, Team Building, Financial Risk, Customer Service, Investments, Electronic Trading, Financial Markets, Equities, Series 7, Portfolio Management, Series 63, Options, Sales, Strategic Financial..., Financial Services, Public Speaking, Training, Risk Management, Strategic Planning, Microsoft Office, Commodity, Trading Systems, Management, Investment Banking, Technical Analysis, PowerPoint, Project Management, Bonds, Series 24, Research, FINRA, Equity Trading, Microsoft Excel, Troubleshooting, Foreign Exchange, Analysis, Asset Managment, Securities, Mutual Funds, Market Analysis, Process Improvement, Finance, Leadership, Trading Strategies, Asset Allocation, Currency, Strategy, Financial Analysis, Investment Strategies
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
Master of Accounting and Financial Management
University of Central Oklahoma 1987 — 1991
BBA, Finance & Accounting
David Medanich David Medanich's First Southwest Company Experience December 1981 - Present
Job Vice Chairman First Southwest Company, President Asset Management
Industry Investment Banking
Experience
First Southwest Company December 1981 - Present
Skills
Public Finance, Investment Banking, Bonds, FINRA, Asset Management, Capital Markets, Finance, Financial Advisory, Financial Analysis, Funding, Management, Project Finance, Securities
Education
Texas Christian University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Public Finance
First Southwest Company December 1981 - Present
Skills
Public Finance, Investment Banking, Bonds, FINRA, Asset Management, Capital Markets, Finance, Financial Advisory, Financial Analysis, Funding, Management, Project Finance, Securities
Education
Texas Christian University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Public Finance
Aimee Hamilton Aimee Hamilton's First Southwest Company Experience 1995 - 1998
Job Assistant Professor at University of Denver
Industry Higher Education
Experience
Daniels College of Business September 2012 - Present
Penn State University 2006 - 2012
Penn State University 2002 - 2006
Prudential Financial 2000 - 2000
The Winston Academy 1998 - 1999
First Southwest Company 1995 - 1998
Credit Suisse First Boston 1991 - 1995
Prudential Financial 1990 - 1991
Education
Penn State University 2006 — 2012
PhD, Organization & Management
Yale University - Yale School of Management 1988 — 1990
MBA, Finance, Public Policy
Harvard University 1979 — 1983
AB, Psychology & Social Relations
Daniels College of Business September 2012 - Present
Penn State University 2006 - 2012
Penn State University 2002 - 2006
Prudential Financial 2000 - 2000
The Winston Academy 1998 - 1999
First Southwest Company 1995 - 1998
Credit Suisse First Boston 1991 - 1995
Prudential Financial 1990 - 1991
Education
Penn State University 2006 — 2012
PhD, Organization & Management
Yale University - Yale School of Management 1988 — 1990
MBA, Finance, Public Policy
Harvard University 1979 — 1983
AB, Psychology & Social Relations
Rebecca Raymond's First Southwest Company Experience May 2015 - Present
Job First Southwest Company
Industry Investment Banking
Experience
First Southwest Company May 2015 - Present
Avison Young Commercial Real Estate June 2014 - Present
Connecticut College 2011 - May 2015
Dalton & Finegold, LLP May 2013 - August 2013
Senator Finegold's Office May 2012 - August 2012
Lowell High School August 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Social Networking, Mail Merge, Time Management, Government, Public Speaking, Teamwork, Fundraising
Education
Connecticut College 2011 — 2014
Bachelor of Arts (BA), Double Major: History & American Studies
First Southwest Company May 2015 - Present
Avison Young Commercial Real Estate June 2014 - Present
Connecticut College 2011 - May 2015
Dalton & Finegold, LLP May 2013 - August 2013
Senator Finegold's Office May 2012 - August 2012
Lowell High School August 2011 - October 2011
Skills
Microsoft Office, Microsoft Excel, Social Networking, Mail Merge, Time Management, Government, Public Speaking, Teamwork, Fundraising
Education
Connecticut College 2011 — 2014
Bachelor of Arts (BA), Double Major: History & American Studies
Joshua R Baribeau, CFA's First Southwest Company Experience January 2005 - October 2006
Job Director New Market Development at Ameresco
Industry Renewables & Environment
Experience
Ameresco June 2015 - Present
Canaccord Genuity Inc. October 2006 - January 2015
First Southwest Company January 2005 - October 2006
Investors Bank & Trust June 2004 - January 2005
JPMorgan Chase & Co. September 2003 - December 2003
Skills
Equity Research, Equity Valuation, Technical Writing, Public Speaking, Market Research, Business Analysis, Financial Modeling, Financial Analysis, Accounting, Consulting, Thompson One, Bloomberg, Investment Management, Sales, International Travel, Due Diligence, Mutual Funds, Hedge Funds, Physics, Economics, Fixed Income, Options Strategies, Wealth Management, Portfolio Management, Ethics, Foreign Exchange, LED lighting systems, Lighting, Solar Energy, Semiconductor Industry, Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Boston University
Bachelor of Arts (B.A.), Physics
Ameresco June 2015 - Present
Canaccord Genuity Inc. October 2006 - January 2015
First Southwest Company January 2005 - October 2006
Investors Bank & Trust June 2004 - January 2005
JPMorgan Chase & Co. September 2003 - December 2003
Skills
Equity Research, Equity Valuation, Technical Writing, Public Speaking, Market Research, Business Analysis, Financial Modeling, Financial Analysis, Accounting, Consulting, Thompson One, Bloomberg, Investment Management, Sales, International Travel, Due Diligence, Mutual Funds, Hedge Funds, Physics, Economics, Fixed Income, Options Strategies, Wealth Management, Portfolio Management, Ethics, Foreign Exchange, LED lighting systems, Lighting, Solar Energy, Semiconductor Industry, Series 7, Series 63, Series 86, Series 87, Chartered Financial...
Education
Boston University
Bachelor of Arts (B.A.), Physics
Vic Schmerbeck Vic Schmerbeck's First Southwest Company Experience April 2009 - June 2013
Job EVP Strategy & Business Development at Emerus
Industry Hospital & Health Care
Experience
Emerus September 2013 - Present
First Southwest Company April 2009 - June 2013
Aspen Advisors May 2000 - March 2009
First Southwest Company June 1993 - April 2000
Skills
Valuation, Banking, Investments, Private Equity, Due Diligence, Management, Capital Markets, Mergers, Mergers & Acquisitions, Investment Banking, Financial Modeling, Healthcare, Healthcare Management, Strategic Partnerships, Strategy, Business Development, Financial Structuring, Venture Capital, Business Valuation, Equities, Corporate Finance, Corporate Development, M, Financial Analysis, Financial Markets
Education
Southern Methodist University - Cox School of Business 1988 — 1993
BS, Finance & Real Estate
Emerus September 2013 - Present
First Southwest Company April 2009 - June 2013
Aspen Advisors May 2000 - March 2009
First Southwest Company June 1993 - April 2000
Skills
Valuation, Banking, Investments, Private Equity, Due Diligence, Management, Capital Markets, Mergers, Mergers & Acquisitions, Investment Banking, Financial Modeling, Healthcare, Healthcare Management, Strategic Partnerships, Strategy, Business Development, Financial Structuring, Venture Capital, Business Valuation, Equities, Corporate Finance, Corporate Development, M, Financial Analysis, Financial Markets
Education
Southern Methodist University - Cox School of Business 1988 — 1993
BS, Finance & Real Estate
Amanda Knode's First Southwest Company Experience May 2011 - August 2011
Job Credit Analyst at Bank of America
Industry Capital Markets
Experience
Bank of America June 2012 - Present
First Southwest Company May 2011 - August 2011
Lincoln Harris June 2010 - August 2010
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.85
Bank of America June 2012 - Present
First Southwest Company May 2011 - August 2011
Lincoln Harris June 2010 - August 2010
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.85
Daniel Son Daniel Son's First Southwest Company Experience July 1989 - March 1994
Job CoFounder and former Chief Executive Officer at Penson Worldwide, Inc.
Industry Financial Services
Experience
Penson Worldwide, Inc. September 2010 - August 2012
Penson Worldwide, Inc. May 1995 - September 2010
Barre & Company March 1994 - May 1995
First Southwest Company July 1989 - March 1994
Daniel P. Son & Associates May 1986 - July 1989
Skills
Start-ups, Finance, Executive Management, Mergers, Entrepreneurship, Investments, FINRA, Portfolio Management, Financial Markets, Banking, Business Strategy, Cash Management, Trading, IPO, Financial Services
Education
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Penson Worldwide, Inc. September 2010 - August 2012
Penson Worldwide, Inc. May 1995 - September 2010
Barre & Company March 1994 - May 1995
First Southwest Company July 1989 - March 1994
Daniel P. Son & Associates May 1986 - July 1989
Skills
Start-ups, Finance, Executive Management, Mergers, Entrepreneurship, Investments, FINRA, Portfolio Management, Financial Markets, Banking, Business Strategy, Cash Management, Trading, IPO, Financial Services
Education
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Business/Management
Rick Petillo Rick Petillo's First Southwest Company Experience March 2011 - Present
Job Senior Vice President at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company March 2011 - Present
Bank of America Merrill Lynch March 2006 - September 2010
Citi June 2002 - February 2006
Skills
Derivatives, Risk Management, Bonds, Financial Risk, Capital Markets, Project Finance, Investment Banking, Financial Advisory, Credit Negotiations, Fixed Income, Financial Modeling, Series 7, Hedging, Loans, Structured Finance, Finance
Education
Duke University 1998 — 2002
B.S., Economics, Computer Science
Delbarton School 1994 — 1998
First Southwest Company March 2011 - Present
Bank of America Merrill Lynch March 2006 - September 2010
Citi June 2002 - February 2006
Skills
Derivatives, Risk Management, Bonds, Financial Risk, Capital Markets, Project Finance, Investment Banking, Financial Advisory, Credit Negotiations, Fixed Income, Financial Modeling, Series 7, Hedging, Loans, Structured Finance, Finance
Education
Duke University 1998 — 2002
B.S., Economics, Computer Science
Delbarton School 1994 — 1998
Will Martin, CRCP Will Martin, CRCP's First Southwest Company Experience November 2009 - December 2010
Job Senior Manager, Trading Regulations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade December 2014 - Present
Esposito Securities, LLC January 2011 - November 2014
First Southwest Company November 2009 - December 2010
Esposito Securities, LLC May 2007 - November 2009
Southwest Securities May 2000 - May 2006
Stanford Group Company 2003 - 2005
Skills
Options, Trading, Series 24, Series 7, Series 63, Securities, FINRA, Equities, Alternative Investments, Investments, Risk Management, Bloomberg, Fixed Income, AML, Electronic Trading, Due Diligence, Trading Systems, Financial Modeling, Financial Analysis, Asset Managment, Retail, ETFs, Equity Trading, Capital Markets, Derivatives, Mutual Funds, Financial Markets
Education
Wharton Business School 2012 — 2012
CRCP, Certified Regulatory and Compliance Professional
Texas A&M University-Commerce 2001 — 2002
MBA, Finance
Oklahoma State University 1993 — 1997
BS, Economics
TD Ameritrade December 2014 - Present
Esposito Securities, LLC January 2011 - November 2014
First Southwest Company November 2009 - December 2010
Esposito Securities, LLC May 2007 - November 2009
Southwest Securities May 2000 - May 2006
Stanford Group Company 2003 - 2005
Skills
Options, Trading, Series 24, Series 7, Series 63, Securities, FINRA, Equities, Alternative Investments, Investments, Risk Management, Bloomberg, Fixed Income, AML, Electronic Trading, Due Diligence, Trading Systems, Financial Modeling, Financial Analysis, Asset Managment, Retail, ETFs, Equity Trading, Capital Markets, Derivatives, Mutual Funds, Financial Markets
Education
Wharton Business School 2012 — 2012
CRCP, Certified Regulatory and Compliance Professional
Texas A&M University-Commerce 2001 — 2002
MBA, Finance
Oklahoma State University 1993 — 1997
BS, Economics
Tom Boast Tom Boast's First Southwest Company Experience June 2008 - March 2011
Job at THB Advisory LLC
Industry Financial Services
Experience
THB Advisory LLC March 2011 - Present
First Southwest Company June 2008 - March 2011
THB Advisory LLC March 2008 - June 2008
Citigroup June 2000 - January 2008
First Union Securities June 1999 - June 2000
Bostonia Inc. June 1997 - January 1999
Bear Stearns September 1982 - June 1997
NYS Financial Control Board April 1980 - September 1982
Skills
Project Finance, Municipal Finance, Surface Transport, Economic Development, Hospitality, Municipalities, Public Finance, Finance, Public/private..., Management, Investment Banking, Emerging Markets, Capital Markets, Bonds, Economics, Fixed Income, Financial Structuring, Financial Modeling, Structured Finance, Financial Analysis, Due Diligence, Investments
Education
Cornell University 1973 — 1976
Ph.D, Government and Public Policy
Columbia University - School of International and Public Affairs 1970 — 1972
MIA, International Affairs
Carleton College 1965 — 1969
BA, Government and International Relations
THB Advisory LLC March 2011 - Present
First Southwest Company June 2008 - March 2011
THB Advisory LLC March 2008 - June 2008
Citigroup June 2000 - January 2008
First Union Securities June 1999 - June 2000
Bostonia Inc. June 1997 - January 1999
Bear Stearns September 1982 - June 1997
NYS Financial Control Board April 1980 - September 1982
Skills
Project Finance, Municipal Finance, Surface Transport, Economic Development, Hospitality, Municipalities, Public Finance, Finance, Public/private..., Management, Investment Banking, Emerging Markets, Capital Markets, Bonds, Economics, Fixed Income, Financial Structuring, Financial Modeling, Structured Finance, Financial Analysis, Due Diligence, Investments
Education
Cornell University 1973 — 1976
Ph.D, Government and Public Policy
Columbia University - School of International and Public Affairs 1970 — 1972
MIA, International Affairs
Carleton College 1965 — 1969
BA, Government and International Relations
Amy Vitner Amy Vitner's First Southwest Company Experience November 2009 - March 2014
Job Managing Director at First Tryon Securities
Industry Financial Services
Experience
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
First Tryon Advisors March 2014 - Present
First Southwest Company November 2009 - March 2014
Banc of America Securities June 2000 - June 2008
First Union Securities August 1997 - June 2000
Commerce Capital Markets May 1995 - August 1997
Skills
Public Finance, Bonds, Municipalities, Financial Structuring, Quantitative Analysis, Banking, Analysis, Fixed Income, Capital Markets, Investment Banking, Structured Products, Series 7, Bloomberg, Interest Rate..., Securities, Series 63, Alternative Investments, Structured Finance
Education
Philadelphia University 1991 — 1995
BS, Applied Mathematics
Alexandra Grande Alexandra Grande's First Southwest Company Experience June 2007 - January 2009
Job Scientist Technical Transfer at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson July 2014 - Present
Johnson & Johnson May 2013 - Present
Johnson and Johnson June 2011 - July 2013
Johnson & Johnson November 2012 - April 2013
Ortho Clinical Diagnostics April 2012 - November 2012
Johnson & Johnson June 2011 - March 2012
Procter & Gamble May 2010 - August 2010
Carnegie Mellon University - Student College January 2008 - May 2009
First Southwest Company June 2007 - January 2009
Skills
Product Development, Microsoft Excel, Data Analysis, Matlab, Microsoft Office, PowerPoint, Microsoft Word, Process Improvement, Manufacturing, Engineering, Leadership, Chemical Engineering, Minitab, Ariba, GMP, Consumer Products, Medical Devices, Budgets, Strategic Sourcing, FDA, CAPA, Strategy, Pivot Tables, Excel Macros, Logistics, Root Cause Analysis, Cross-functional Team..., Process Engineering, Supply Chain Management, Sourcing, Technology Transfer, Leadership Development, Procurement, Coaching, Validation, Project Planning, Teamwork, Design of Experiments, Chemistry, Microscopy, Polarized Light..., Emulsions, Skin Care Products, Process Design
Education
Carnegie Mellon University 2007 — 2011
BS, Chemical Engineering, 3.68
Göethe Institute 2009 — 2009
German Language
Johnson & Johnson July 2014 - Present
Johnson & Johnson May 2013 - Present
Johnson and Johnson June 2011 - July 2013
Johnson & Johnson November 2012 - April 2013
Ortho Clinical Diagnostics April 2012 - November 2012
Johnson & Johnson June 2011 - March 2012
Procter & Gamble May 2010 - August 2010
Carnegie Mellon University - Student College January 2008 - May 2009
First Southwest Company June 2007 - January 2009
Skills
Product Development, Microsoft Excel, Data Analysis, Matlab, Microsoft Office, PowerPoint, Microsoft Word, Process Improvement, Manufacturing, Engineering, Leadership, Chemical Engineering, Minitab, Ariba, GMP, Consumer Products, Medical Devices, Budgets, Strategic Sourcing, FDA, CAPA, Strategy, Pivot Tables, Excel Macros, Logistics, Root Cause Analysis, Cross-functional Team..., Process Engineering, Supply Chain Management, Sourcing, Technology Transfer, Leadership Development, Procurement, Coaching, Validation, Project Planning, Teamwork, Design of Experiments, Chemistry, Microscopy, Polarized Light..., Emulsions, Skin Care Products, Process Design
Education
Carnegie Mellon University 2007 — 2011
BS, Chemical Engineering, 3.68
Göethe Institute 2009 — 2009
German Language
Gregory Napper Gregory Napper's First Southwest Company Experience June 2009 - August 2009
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF June 2015 - Present
V3 Markets January 2014 - April 2015
Infinium Capital Management October 2012 - December 2013
Infinium Capital Management June 2012 - October 2012
UBS Investment Bank June 2011 - August 2011
First Southwest Company June 2009 - August 2009
Skills
Capital Markets, Bloomberg, Investment Banking, Derivatives, Bonds, Portfolio Management, Investments, Trading, Fixed Income, Equities, Financial Modeling, Valuation, Quantitative Finance, Financial Analysis, Financial Markets, Hedge Funds, Options, Bloomberg Terminal
Education
Georgetown University 2008 — 2012
BSBA, Finance and Management Major
Jesuit College Preparatory School
HFF June 2015 - Present
V3 Markets January 2014 - April 2015
Infinium Capital Management October 2012 - December 2013
Infinium Capital Management June 2012 - October 2012
UBS Investment Bank June 2011 - August 2011
First Southwest Company June 2009 - August 2009
Skills
Capital Markets, Bloomberg, Investment Banking, Derivatives, Bonds, Portfolio Management, Investments, Trading, Fixed Income, Equities, Financial Modeling, Valuation, Quantitative Finance, Financial Analysis, Financial Markets, Hedge Funds, Options, Bloomberg Terminal
Education
Georgetown University 2008 — 2012
BSBA, Finance and Management Major
Jesuit College Preparatory School
Ben Price Ben Price's First Southwest Company Experience June 2005 - August 2005
Job Attorney at Exall & Wood PLLC
Industry Law Practice
Experience
Exall & Wood PLLC April 2014 - Present
Gardere Wynne Sewell LLP February 2008 - April 2014
Gardere Wynne Sewell LLP October 2006 - May 2007
First Southwest Company June 2005 - August 2005
JP Morgan Chase April 2003 - November 2004
Barclays Private Bank June 2001 - August 2001
Skills
Bankruptcy, Litigation, Mediation, Public Liability, Joint Ventures, Arbitration, Real Estate Transactions, Civil Litigation, Commercial Litigation, Intellectual Property, Legal Research, Appeals, Legal Writing, Trials, Business Litigation, Corporate Law, Corporate Governance, Courts, Legal Assistance
Education
Texas A&M University/South Texas College of Law 2003 — 2007
JD/MBA
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2002
BBA, Finance
Richmond, The American International University in London 2001 — 2001
NA, Study Abroad Program
Exall & Wood PLLC April 2014 - Present
Gardere Wynne Sewell LLP February 2008 - April 2014
Gardere Wynne Sewell LLP October 2006 - May 2007
First Southwest Company June 2005 - August 2005
JP Morgan Chase April 2003 - November 2004
Barclays Private Bank June 2001 - August 2001
Skills
Bankruptcy, Litigation, Mediation, Public Liability, Joint Ventures, Arbitration, Real Estate Transactions, Civil Litigation, Commercial Litigation, Intellectual Property, Legal Research, Appeals, Legal Writing, Trials, Business Litigation, Corporate Law, Corporate Governance, Courts, Legal Assistance
Education
Texas A&M University/South Texas College of Law 2003 — 2007
JD/MBA
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2002
BBA, Finance
Richmond, The American International University in London 2001 — 2001
NA, Study Abroad Program
Lauren Brennan's First Southwest Company Experience May 2010 - August 2010
Job Replenishment Analyst at Academy Sports + Outdoors
Industry Retail
Experience
Academy Sports + Outdoors April 2015 - Present
Academy Sports + Outdoors June 2013 - April 2015
Concentra May 2012 - August 2012
First Southwest Company May 2010 - August 2010
Skills
Interviews, Filing, Meeting objectives, Teamwork, Customer Service, Bill Processing, Advertising Analysis, Retail Sales Analysis, Inventory Management, Time Management, Event Planning, Public Speaking, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Data Analysis, Sales, Research, Outlook
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas A&M University
Academy Sports + Outdoors April 2015 - Present
Academy Sports + Outdoors June 2013 - April 2015
Concentra May 2012 - August 2012
First Southwest Company May 2010 - August 2010
Skills
Interviews, Filing, Meeting objectives, Teamwork, Customer Service, Bill Processing, Advertising Analysis, Retail Sales Analysis, Inventory Management, Time Management, Event Planning, Public Speaking, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Data Analysis, Sales, Research, Outlook
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Texas A&M University
Melissa Harley (formerly Sampson)'s First Southwest Company Experience 2003 - 2004
Job
Industry Education Management
Experience
Castle Harley January 2006 - Present
Highland Homes August 2004 - December 2005
First Southwest Company 2003 - 2004
The Woodworking Shows 2002 - 2003
The Woodworking Shows 2000 - 2002
Premier Designs July 1998 - February 2000
Skills
Operations Management, Customer Service, Sales
Education
Baylor University 1990 — 1995
BSEd
Castle Harley January 2006 - Present
Highland Homes August 2004 - December 2005
First Southwest Company 2003 - 2004
The Woodworking Shows 2002 - 2003
The Woodworking Shows 2000 - 2002
Premier Designs July 1998 - February 2000
Skills
Operations Management, Customer Service, Sales
Education
Baylor University 1990 — 1995
BSEd
Maurice Maravilla's First Southwest Company Experience June 2007 - February 2009
Job
Industry Information Technology and Services
Experience
City of McKinney February 2009 - September 2011
First Southwest Company June 2007 - February 2009
McAfee June 2004 - May 2006
Dell March 2003 - March 2004
Nortel Networks August 2000 - November 2002
Skills
IPS, Firewalls, VPN, Proxy, CISSP, WAN Optimisation, Troubleshooting, McAfee, Network Security, Encryption, DLP, Vulnerability Management, TCP/IP, Security, Computer Security, Information Security, VMware, Penetration Testing, Networking, IDS, Information Security..., Network Architecture, Checkpoint, Microsoft Exchange, Business Continuity, Cisco Technologies, Cyber Defense, IT Governance, Security Operations, Visio, Cisco Firewall Security
Education
De La Salle University 1986 — 1990
Computer Science
City of McKinney February 2009 - September 2011
First Southwest Company June 2007 - February 2009
McAfee June 2004 - May 2006
Dell March 2003 - March 2004
Nortel Networks August 2000 - November 2002
Skills
IPS, Firewalls, VPN, Proxy, CISSP, WAN Optimisation, Troubleshooting, McAfee, Network Security, Encryption, DLP, Vulnerability Management, TCP/IP, Security, Computer Security, Information Security, VMware, Penetration Testing, Networking, IDS, Information Security..., Network Architecture, Checkpoint, Microsoft Exchange, Business Continuity, Cisco Technologies, Cyber Defense, IT Governance, Security Operations, Visio, Cisco Firewall Security
Education
De La Salle University 1986 — 1990
Computer Science
Blake Morris's First Southwest Company Experience April 2013 - Present
Job Chief Compliance Officer
Industry Investment Banking
Experience
First Southwest Company April 2013 - Present
First Southwest Company April 2008 - April 2013
The Ayco Company, L.P. May 2004 - April 2008
The Ayco Company, L.P. September 2001 - April 2004
Skills
Series 7, Series 24, Series 53, Compliance, AML, FINRA, Series 63, Alternative Investments, Fixed Income, Equities, Investments, Securities, Mutual Funds, Bonds, Hedge Funds, Capital Markets
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2006
MBA, Finance
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
First Southwest Company April 2013 - Present
First Southwest Company April 2008 - April 2013
The Ayco Company, L.P. May 2004 - April 2008
The Ayco Company, L.P. September 2001 - April 2004
Skills
Series 7, Series 24, Series 53, Compliance, AML, FINRA, Series 63, Alternative Investments, Fixed Income, Equities, Investments, Securities, Mutual Funds, Bonds, Hedge Funds, Capital Markets
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2006
MBA, Finance
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
Dana Shipley's First Southwest Company Experience January 1996 - January 1998
Job Vice President Information Technology at Penson
Industry Financial Services
Experience
Penson Financial Services January 1998 - November 2011
First Southwest Company January 1996 - January 1998
Capstead Mortgage June 1994 - January 1996
Harris County Appraisal District January 1992 - June 1994
Skills
Leadership Development, Strategic Planning, Financial Management, Project and Program..., Coaching and Mentoring, Technical Management, Team Leadership
Education
Loyola University New Orleans 1989 — 1991
Bachelor of Science, Computer Science
Penson Financial Services January 1998 - November 2011
First Southwest Company January 1996 - January 1998
Capstead Mortgage June 1994 - January 1996
Harris County Appraisal District January 1992 - June 1994
Skills
Leadership Development, Strategic Planning, Financial Management, Project and Program..., Coaching and Mentoring, Technical Management, Team Leadership
Education
Loyola University New Orleans 1989 — 1991
Bachelor of Science, Computer Science
Peter Shaper's First Southwest Company Experience 1994 - 1996
Job Chairman & CEO at Greenwell Energy Solutions
Industry Oil & Energy
Experience
Greenwell Energy Solutions 2012 - Present
ITC Global 2013 - Present
Genesis Park 2000 - Present
CapRock Communications 2002 - 2012
Donnelley Marketing 1998 - 1999
First Data Information Management Group 1996 - 1998
First Southwest Company 1994 - 1996
McKinsey & Company 1989 - 1992
Skills
Petroleum, Business Development, Telecommunications, Energy, Executive Management, Satellite, Operations Management, Contract Negotiation, Business Planning, Cross-functional Team..., Process Improvement, Strategy, International Sales, Change Management, International Business, Systems Engineering, Leadership, Business Process..., Management Consulting, Sales Management, Business Transformation, Negotiation, Product Development, Engineering, Due Diligence, Team Building, Project Planning
Education
Harvard Business School 1992 — 1994
MBA
Stanford University 1984 — 1988
BS, Industrial Engineering
Greenwell Energy Solutions 2012 - Present
ITC Global 2013 - Present
Genesis Park 2000 - Present
CapRock Communications 2002 - 2012
Donnelley Marketing 1998 - 1999
First Data Information Management Group 1996 - 1998
First Southwest Company 1994 - 1996
McKinsey & Company 1989 - 1992
Skills
Petroleum, Business Development, Telecommunications, Energy, Executive Management, Satellite, Operations Management, Contract Negotiation, Business Planning, Cross-functional Team..., Process Improvement, Strategy, International Sales, Change Management, International Business, Systems Engineering, Leadership, Business Process..., Management Consulting, Sales Management, Business Transformation, Negotiation, Product Development, Engineering, Due Diligence, Team Building, Project Planning
Education
Harvard Business School 1992 — 1994
MBA
Stanford University 1984 — 1988
BS, Industrial Engineering
Amy Corron's First Southwest Company Experience 1989 - 1996
Job Senior Director, Community Investment at United Way of Greater Houston
Industry Nonprofit Organization Management
Experience
United Way of Greater Houston November 1996 - Present
First Southwest Company 1989 - 1996
Education
University of Houston 1999 — 2001
MBA, Accounting
Rice University 1984 — 1989
United Way of Greater Houston November 1996 - Present
First Southwest Company 1989 - 1996
Education
University of Houston 1999 — 2001
MBA, Accounting
Rice University 1984 — 1989
Alane Wilansky's First Southwest Company Experience February 2002 - November 2007
Job Assistant Director at The Hartford
Industry Financial Services
Experience
The Hartford August 2011 - Present
The Hartford November 2007 - July 2011
First Southwest Company February 2002 - November 2007
24 Hour Fitness August 1999 - July 2001
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Fixed Income, Bloomberg, Portfolio Management, Securities, Investments, Valuation, Risk Management
Education
University of Hartford 2010 — 2013
MSAT, Accounting and Taxation
The University of Connecticut School of Business 2003 — 2007
Master of Business Administration (MBA), Finance, General
St. Lawrence University 1995 — 1999
BS, Geology, Education
The Hartford August 2011 - Present
The Hartford November 2007 - July 2011
First Southwest Company February 2002 - November 2007
24 Hour Fitness August 1999 - July 2001
Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Fixed Income, Bloomberg, Portfolio Management, Securities, Investments, Valuation, Risk Management
Education
University of Hartford 2010 — 2013
MSAT, Accounting and Taxation
The University of Connecticut School of Business 2003 — 2007
Master of Business Administration (MBA), Finance, General
St. Lawrence University 1995 — 1999
BS, Geology, Education
Thad Holt's First Southwest Company Experience 1996 - 1997
Job Senior Finance Professional
Industry Consumer Services
Experience
HH&H GP, LLC January 2012 - Present
Heelys February 2010 - August 2011
Furmanite Worldwide 2007 - 2010
CAE 2006 - 2007
Price Waterhouse Coopers 2004 - 2005
Bombardier Aerospace 2001 - 2004
Service Electronics/MicroExchange 1999 - 2001
Martin News Agency 1997 - 1999
First Southwest Company 1996 - 1997
Bank of America 1990 - 1996
Skills
Financial Reporting, Financial Accounting, Forecasting, Financial Analysis, Strategic Financial..., Financial Modeling, Cash Management, Corporate Finance, Analysis, General Ledger, Aviation, Budgeting, Operating Budgets, Capital Budgeting, Decision Support, Cash Flow Forecasting, Managerial Finance, Financial Forecasting, Management Accounting, Cost Accounting, P&L Forecasting, Strategic Planning, Joint Ventures, Operations Analysis, Cash Flow, P&L Management, P&L Financial Management, International Joint..., International Finance, Business Analysis, Microsoft Excel, Business Case Modelling, Business Planning, Mergers & Acquisitions, Financial Risk, Return on Investment, Due Diligence, Turnaround Experience, Strategy, Sarbanes-Oxley, Sarbanes-Oxley Act, Business Valuation, Financial Audits, Variance Analysis, Accounting, Budgets, Management, Finance, Internal Audit
Education
University of Dallas 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University 1987 — 1991
Bachelor's degree, Economics
Westlake
HH&H GP, LLC January 2012 - Present
Heelys February 2010 - August 2011
Furmanite Worldwide 2007 - 2010
CAE 2006 - 2007
Price Waterhouse Coopers 2004 - 2005
Bombardier Aerospace 2001 - 2004
Service Electronics/MicroExchange 1999 - 2001
Martin News Agency 1997 - 1999
First Southwest Company 1996 - 1997
Bank of America 1990 - 1996
Skills
Financial Reporting, Financial Accounting, Forecasting, Financial Analysis, Strategic Financial..., Financial Modeling, Cash Management, Corporate Finance, Analysis, General Ledger, Aviation, Budgeting, Operating Budgets, Capital Budgeting, Decision Support, Cash Flow Forecasting, Managerial Finance, Financial Forecasting, Management Accounting, Cost Accounting, P&L Forecasting, Strategic Planning, Joint Ventures, Operations Analysis, Cash Flow, P&L Management, P&L Financial Management, International Joint..., International Finance, Business Analysis, Microsoft Excel, Business Case Modelling, Business Planning, Mergers & Acquisitions, Financial Risk, Return on Investment, Due Diligence, Turnaround Experience, Strategy, Sarbanes-Oxley, Sarbanes-Oxley Act, Business Valuation, Financial Audits, Variance Analysis, Accounting, Budgets, Management, Finance, Internal Audit
Education
University of Dallas 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University 1987 — 1991
Bachelor's degree, Economics
Westlake
Shelley Mears's First Southwest Company Experience September 2001 - October 2003
Job Contract Project Manager at American Heart Association | American Stroke Association
Industry Information Technology and Services
Experience
American Heart Association American Stroke Association August 2015 - Present
FTS International October 2014 - Present
FTS International January 2015 - July 2015
Brink's July 2011 - October 2013
Brink's, Incorporated November 2004 - July 2011
PharmChem November 2003 - October 2004
First Southwest Company September 2001 - October 2003
XO Communications November 2000 - August 2001
Skills
Process Improvement, Vendor Management, Business Development, Customer Service, MS Project, Contract Negotiation, Logistics, Project Planning, Management, Proposal Writing, Team Leadership, Testing, Team Building, Cross-functional Team..., Marketing Strategy, Strategy, Integration, Customer Satisfaction, Leadership, Strategic Planning, Training, Software Documentation, Business Analysis, Operations Management, Business Process, Project Management, Marketing, SharePoint, Analysis, Program Management, PeopleSoft, Telecommunications, Income Statement, Change Management, Budgets, Business Intelligence, Account Management, Negotiation, Transportation, Pricing, Supply Chain Management, Business Process..., CRM, PMO, Enterprise Software, Forecasting, P&L, Supply Chain, Risk Management, Microsoft Project
Education
Tarleton State University 1994 — 1997
Bachelor of Science, Major - Speech Communications with double minor in English and Journalism
Tarleton State University 1994 — 1997
Bachelor of Science (B.S.), Major - Communications; Double minor - English, Journalism
American Heart Association American Stroke Association August 2015 - Present
FTS International October 2014 - Present
FTS International January 2015 - July 2015
Brink's July 2011 - October 2013
Brink's, Incorporated November 2004 - July 2011
PharmChem November 2003 - October 2004
First Southwest Company September 2001 - October 2003
XO Communications November 2000 - August 2001
Skills
Process Improvement, Vendor Management, Business Development, Customer Service, MS Project, Contract Negotiation, Logistics, Project Planning, Management, Proposal Writing, Team Leadership, Testing, Team Building, Cross-functional Team..., Marketing Strategy, Strategy, Integration, Customer Satisfaction, Leadership, Strategic Planning, Training, Software Documentation, Business Analysis, Operations Management, Business Process, Project Management, Marketing, SharePoint, Analysis, Program Management, PeopleSoft, Telecommunications, Income Statement, Change Management, Budgets, Business Intelligence, Account Management, Negotiation, Transportation, Pricing, Supply Chain Management, Business Process..., CRM, PMO, Enterprise Software, Forecasting, P&L, Supply Chain, Risk Management, Microsoft Project
Education
Tarleton State University 1994 — 1997
Bachelor of Science, Major - Speech Communications with double minor in English and Journalism
Tarleton State University 1994 — 1997
Bachelor of Science (B.S.), Major - Communications; Double minor - English, Journalism
Kimberly Nerviano's First Southwest Company Experience August 2005 - October 2006
Job Administrative Professional
Industry Legal Services
Experience
Securus Technologies January 2010 - May 2010
First Southwest Company August 2005 - October 2006
Taylor Research & Investigations June 2003 - September 2005
Shumaker Williams, P.C. May 2002 - May 2003
Education
The University of Texas at Arlington 2004 — 2007
BA, Criminology & Criminal Justice
Harrisburg Area Community College 1997 — 2003
AA, Criminal Justice
Harrisburg Area Community College 1997 — 2000
AA, Legal Assistant
Securus Technologies January 2010 - May 2010
First Southwest Company August 2005 - October 2006
Taylor Research & Investigations June 2003 - September 2005
Shumaker Williams, P.C. May 2002 - May 2003
Education
The University of Texas at Arlington 2004 — 2007
BA, Criminology & Criminal Justice
Harrisburg Area Community College 1997 — 2003
AA, Criminal Justice
Harrisburg Area Community College 1997 — 2000
AA, Legal Assistant
Garrett Hamilton, CFA's First Southwest Company Experience 2006 - 2008
Job Portfolio Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon September 2010 - Present
TDAM, USA July 2008 - September 2010
First Southwest Company 2006 - 2008
Education
Boston University Questrom School of Business 2008 — 2009
Masters, Investment Management
Southern New Hampshire University 2003 — 2006
BNY Mellon September 2010 - Present
TDAM, USA July 2008 - September 2010
First Southwest Company 2006 - 2008
Education
Boston University Questrom School of Business 2008 — 2009
Masters, Investment Management
Southern New Hampshire University 2003 — 2006
Chris Elliott's First Southwest Company Experience January 2007 - January 2011
Job Director of Human Resources at Billingsley Company
Industry Financial Services
Experience
Billingsley Company January 2015 - Present
Landmark Management Group, LLC January 2011 - January 2015
First Southwest Company January 2007 - January 2011
Strasburger & Price, LLP 2006 - 2007
Florida Marlins 2005 - 2005
Miami Dolphins & Sun Life Stadium 2004 - 2005
Florida Atlantic University 2004 - 2005
The LDM Group 2003 - 2004
Cowles & Thompson, P.C. 1999 - 2003
Skills
PowerPoint, Marketing, Financial Services, Training, Recruiting, Customer Service, Microsoft Excel, Strategic Planning, Human Resources, Equities, Mergers & Acquisitions, Team Building, Interviews, College Recruiting, Microsoft Office, Event Management, Policy, Employee Relations, Management, Employee Benefits, Organizational..., Leadership Development, Leadership, Coaching, Talent Acquisition, Performance Management, Hiring, Administration, Applicant Tracking..., Onboarding, Benefits Administration, New Hire Orientations, Employee Training, HRIS, Talent Management, Temporary Placement, Employee Engagement, Payroll, Internet Recruiting, Sourcing, Employment Law, HR Policies, Technical Recruiting, Benefits Negotiation, Benefits Design, Staffing Services, Executive Search, Outlook, Executive Management, Screening Resumes
Education
St. Thomas University 2004 — 2006
Bachelor of Business Administrtion, Sports Administration, 3.91 GPA
Billingsley Company January 2015 - Present
Landmark Management Group, LLC January 2011 - January 2015
First Southwest Company January 2007 - January 2011
Strasburger & Price, LLP 2006 - 2007
Florida Marlins 2005 - 2005
Miami Dolphins & Sun Life Stadium 2004 - 2005
Florida Atlantic University 2004 - 2005
The LDM Group 2003 - 2004
Cowles & Thompson, P.C. 1999 - 2003
Skills
PowerPoint, Marketing, Financial Services, Training, Recruiting, Customer Service, Microsoft Excel, Strategic Planning, Human Resources, Equities, Mergers & Acquisitions, Team Building, Interviews, College Recruiting, Microsoft Office, Event Management, Policy, Employee Relations, Management, Employee Benefits, Organizational..., Leadership Development, Leadership, Coaching, Talent Acquisition, Performance Management, Hiring, Administration, Applicant Tracking..., Onboarding, Benefits Administration, New Hire Orientations, Employee Training, HRIS, Talent Management, Temporary Placement, Employee Engagement, Payroll, Internet Recruiting, Sourcing, Employment Law, HR Policies, Technical Recruiting, Benefits Negotiation, Benefits Design, Staffing Services, Executive Search, Outlook, Executive Management, Screening Resumes
Education
St. Thomas University 2004 — 2006
Bachelor of Business Administrtion, Sports Administration, 3.91 GPA
Ishdeep Singh's First Southwest Company Experience December 2011 - Present
Job Senior Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company December 2011 - Present
Bank of America May 2005 - November 2011
Infosys Technologies Ltd June 2000 - July 2003
Skills
Portfolio Management, Capital Markets, Financial Modeling, Fixed Income, Asset Managment, Financial Markets, Investment Banking, Equities, Trading, Bonds, Derivatives, Structured Products, Risk Management, Hedge Funds
Education
Carnegie Mellon University 2003 — 2005
Master of Science, Information Networking
Jamia Millia Islamia 1996 — 2000
Bachelor of Technology, Electronics and Communication Engineering
Birla Vidya Niketan 1983 — 1996
First Southwest Company December 2011 - Present
Bank of America May 2005 - November 2011
Infosys Technologies Ltd June 2000 - July 2003
Skills
Portfolio Management, Capital Markets, Financial Modeling, Fixed Income, Asset Managment, Financial Markets, Investment Banking, Equities, Trading, Bonds, Derivatives, Structured Products, Risk Management, Hedge Funds
Education
Carnegie Mellon University 2003 — 2005
Master of Science, Information Networking
Jamia Millia Islamia 1996 — 2000
Bachelor of Technology, Electronics and Communication Engineering
Birla Vidya Niketan 1983 — 1996
Matthew Paschall's First Southwest Company Experience January 2007 - Present
Job analyst at First Southwest Company
Industry Banking
Experience
First Southwest Company January 2007 - Present
Education
Baylor University 2002 — 2006
Finance/Economics
Baylor University - Hankamer School of Business 2002 — 2006
First Southwest Company January 2007 - Present
Education
Baylor University 2002 — 2006
Finance/Economics
Baylor University - Hankamer School of Business 2002 — 2006
Angela Rodell's First Southwest Company Experience March 2004 - August 2011
Job Principal/Owner
Industry Financial Services
Experience
Rodell Consulting January 2015 - Present
Alaska Department of Revenue August 2013 - December 2014
State of Alaska September 2011 - August 2013
First Southwest Company March 2004 - August 2011
Skills
Fixed Income, Investment Banking, Public Finance, Nonprofits, Securities, Bonds, Financial Analysis, Financial Reporting, Microsoft Office, Budgets, Accounting, Microsoft Excel, Alternative Investments, Financial Structuring, Investments, Portfolio Management, Structured Finance, Credit Analysis, Due Diligence, Finance, Asset Allocation, Policy, Government, Municipal Bonds, Public Policy, Project Finance, Series 63, Leadership, Public Speaking, Strategic Planning, Policy Analysis, Capital Markets
Education
University of Kentucky 1990 — 1992
MPA, Public Finance
Marquette University 1985 — 1989
BA, Economics, Political Science
Rodell Consulting January 2015 - Present
Alaska Department of Revenue August 2013 - December 2014
State of Alaska September 2011 - August 2013
First Southwest Company March 2004 - August 2011
Skills
Fixed Income, Investment Banking, Public Finance, Nonprofits, Securities, Bonds, Financial Analysis, Financial Reporting, Microsoft Office, Budgets, Accounting, Microsoft Excel, Alternative Investments, Financial Structuring, Investments, Portfolio Management, Structured Finance, Credit Analysis, Due Diligence, Finance, Asset Allocation, Policy, Government, Municipal Bonds, Public Policy, Project Finance, Series 63, Leadership, Public Speaking, Strategic Planning, Policy Analysis, Capital Markets
Education
University of Kentucky 1990 — 1992
MPA, Public Finance
Marquette University 1985 — 1989
BA, Economics, Political Science
Jerry Dorsey's First Southwest Company Experience April 2013 - Present
Job Development Manager, First Southwest
Industry Financial Services
Experience
First Southwest Company April 2013 - Present
TradeStation Securities June 2011 - April 2013
Penson Financial Services January 2009 - October 2010
Penson Financial Services January 2006 - December 2008
Penson Financial Services July 2003 - December 2005
Penson Financial Services July 1999 - June 2003
Skills
Market Data, Trading Systems, Electronic Trading, Agile Methodologies, Options, SDLC, Agile Project Management, Scrum, Equities, Back Office, Trading, Securities, FX Options, Financial Risk, SQL, Microsoft SQL Server, Investments, Financial Services, Equity Trading, Risk Management, Derivatives, Fixed Income, Bloomberg, Financial Markets, Databases, Settlement, Series 7, User Acceptance Testing, Mutual Funds, Capital Markets, Hedge Funds, Middle Office, Exchange Connectivity
Education
Richland College 1995 — 1997
Computer Information Systems
First Southwest Company April 2013 - Present
TradeStation Securities June 2011 - April 2013
Penson Financial Services January 2009 - October 2010
Penson Financial Services January 2006 - December 2008
Penson Financial Services July 2003 - December 2005
Penson Financial Services July 1999 - June 2003
Skills
Market Data, Trading Systems, Electronic Trading, Agile Methodologies, Options, SDLC, Agile Project Management, Scrum, Equities, Back Office, Trading, Securities, FX Options, Financial Risk, SQL, Microsoft SQL Server, Investments, Financial Services, Equity Trading, Risk Management, Derivatives, Fixed Income, Bloomberg, Financial Markets, Databases, Settlement, Series 7, User Acceptance Testing, Mutual Funds, Capital Markets, Hedge Funds, Middle Office, Exchange Connectivity
Education
Richland College 1995 — 1997
Computer Information Systems
Christian Wulfsberg's First Southwest Company Experience June 2001 - July 2010
Job Project Manager II at AAFES
Industry Information Technology and Services
Experience
AAFES February 2011 - Present
First Southwest Company June 2001 - July 2010
First Southwest Company September 2000 - June 2001
Diva Communications March 2000 - September 2000
Texas-New Mexico Power Company August 1994 - March 2000
Tucson Electric Power November 1991 - July 1994
TUCSON ELECTRIC POWER COMPANY January 1991 - January 1994
Education
Dallas Baptist University 2006 — 2008
MBA, Project Management
University of Arizona
B.A, English, History, and Business
AAFES February 2011 - Present
First Southwest Company June 2001 - July 2010
First Southwest Company September 2000 - June 2001
Diva Communications March 2000 - September 2000
Texas-New Mexico Power Company August 1994 - March 2000
Tucson Electric Power November 1991 - July 1994
TUCSON ELECTRIC POWER COMPANY January 1991 - January 1994
Education
Dallas Baptist University 2006 — 2008
MBA, Project Management
University of Arizona
B.A, English, History, and Business
Alan Bond's First Southwest Company Experience October 1990 - July 1993
Job Managing Director at BLX
Industry Financial Services
Experience
BLX Group March 1997 - Present
Orrick, Herrington & Sutcliffe LLP 1997 - 2000
Rauscher Pierce Refsnes October 1993 - February 1997
First Southwest Company October 1990 - July 1993
Education
Southern Methodist University 1986 — 1990
Bachelor of Science (B.S.), Finance
BLX Group March 1997 - Present
Orrick, Herrington & Sutcliffe LLP 1997 - 2000
Rauscher Pierce Refsnes October 1993 - February 1997
First Southwest Company October 1990 - July 1993
Education
Southern Methodist University 1986 — 1990
Bachelor of Science (B.S.), Finance
Joe Turk's First Southwest Company Experience September 2005 - Present
Job VP at First Southwest Company
Industry Financial Services
Experience
First Southwest Company September 2005 - Present
Scivantage September 2004 - September 2005
Fiserv Securities February 2002 - September 2004
US Clearing 1990 - 2002
Quick & Reillly 1990 - 2002
Alex Brown & Co. October 1989 - March 1990
Wall Street Clearing February 1987 - October 1989
Securities Settlement Co. February 1980 - February 1987
Bradford Securities Operations February 1973 - February 1980
Walston & Company February 1972 - January 1973
Skills
Series 7, Trading, Outsourcing, Equities, Securities, Capital Markets, Business Relationship..., Series 63, Prime Brokerage, Fixed Income, Bonds, Financial Risk, Wealth Management, Financial Markets, Equity Trading, Financial Services, Risk Management, AML, Series 24, Electronic Trading, FX Options, Options, Banking, Mutual Funds, Asset Management, Portfolio Management, Middle Office, Hedge Funds, Investment Advisory, FINRA, Bloomberg, Trading Systems, Alternative Investments, Investments, Investment Banking, Investment Management, Derivatives, ETFs, Hedging, Asset Allocation, Private Equity, Valuation, Investment Strategies, Structured Products, Bloomberg Terminal, Equity Derivatives, Back Office, Traders, Securities Lending, Foreign Exchange
Education
New York Institute of Technology 1968 — 1975
BS, Business Administration
First Southwest Company September 2005 - Present
Scivantage September 2004 - September 2005
Fiserv Securities February 2002 - September 2004
US Clearing 1990 - 2002
Quick & Reillly 1990 - 2002
Alex Brown & Co. October 1989 - March 1990
Wall Street Clearing February 1987 - October 1989
Securities Settlement Co. February 1980 - February 1987
Bradford Securities Operations February 1973 - February 1980
Walston & Company February 1972 - January 1973
Skills
Series 7, Trading, Outsourcing, Equities, Securities, Capital Markets, Business Relationship..., Series 63, Prime Brokerage, Fixed Income, Bonds, Financial Risk, Wealth Management, Financial Markets, Equity Trading, Financial Services, Risk Management, AML, Series 24, Electronic Trading, FX Options, Options, Banking, Mutual Funds, Asset Management, Portfolio Management, Middle Office, Hedge Funds, Investment Advisory, FINRA, Bloomberg, Trading Systems, Alternative Investments, Investments, Investment Banking, Investment Management, Derivatives, ETFs, Hedging, Asset Allocation, Private Equity, Valuation, Investment Strategies, Structured Products, Bloomberg Terminal, Equity Derivatives, Back Office, Traders, Securities Lending, Foreign Exchange
Education
New York Institute of Technology 1968 — 1975
BS, Business Administration
Bill Isenberg's First Southwest Company Experience April 2014 - Present
Job Senior Vice President Sales at First Southwest Company
Industry Financial Services
Experience
First Southwest Company April 2014 - Present
Barclays Capital October 2008 - January 2014
Lehman Brothers July 2008 - October 2008
UBS Investment Bank May 2002 - June 2008
CIBC World Markets April 1998 - April 2002
Citigroup 1990 - 1998
Chemical Bank May 1986 - March 1990
Skills
Trading, Bonds, Series 7, Securities, Fixed Income, Series 63, Municipalities, Capital Markets, Investment Banking, Bloomberg, Derivatives, FINRA, Municipal Bonds, Municipal Sales, Trading Systems, Financial Markets, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Financial Structuring, Options, Asset Management
Education
Pace University 1982 — 1986
Bus. Mgnt.
First Southwest Company April 2014 - Present
Barclays Capital October 2008 - January 2014
Lehman Brothers July 2008 - October 2008
UBS Investment Bank May 2002 - June 2008
CIBC World Markets April 1998 - April 2002
Citigroup 1990 - 1998
Chemical Bank May 1986 - March 1990
Skills
Trading, Bonds, Series 7, Securities, Fixed Income, Series 63, Municipalities, Capital Markets, Investment Banking, Bloomberg, Derivatives, FINRA, Municipal Bonds, Municipal Sales, Trading Systems, Financial Markets, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Financial Structuring, Options, Asset Management
Education
Pace University 1982 — 1986
Bus. Mgnt.
Eric Holt's First Southwest Company Experience February 2011 - February 2013
Job Chief Compliance Officer Affiliated Broker Dealers at Highland Capital Management, L.P.
Industry Financial Services
Experience
NexBank Securities October 2014 - Present
Highland Capital Management, L.P. October 2014 - Present
RGH Compliance Solutions, LLC May 2013 - October 2014
First Southwest Company February 2011 - February 2013
Capital Institutional Services August 2001 - April 2011
Southwest Securities November 1999 - August 2001
HD Vest November 1997 - December 1999
Skills
Securities, FINRA, Compliance, Financial Risk, AML, Fixed Income, Capital Markets, Equity Trading, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Investments, Series 7, Corporate Governance, Series 63, Hedge Funds, Trading, Investment Management, Options, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Financial Services, Risk Management, Finance, Management
Education
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Marketing
NexBank Securities October 2014 - Present
Highland Capital Management, L.P. October 2014 - Present
RGH Compliance Solutions, LLC May 2013 - October 2014
First Southwest Company February 2011 - February 2013
Capital Institutional Services August 2001 - April 2011
Southwest Securities November 1999 - August 2001
HD Vest November 1997 - December 1999
Skills
Securities, FINRA, Compliance, Financial Risk, AML, Fixed Income, Capital Markets, Equity Trading, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Investments, Series 7, Corporate Governance, Series 63, Hedge Funds, Trading, Investment Management, Options, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Financial Services, Risk Management, Finance, Management
Education
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Marketing
Scott Hargrove's First Southwest Company Experience September 1994 - February 1999
Job Vice President, Financial Industry Technical Services, Inc.
Industry Financial Services
Experience
FITS, Inc August 2008 - Present
Key Investment Services May 2005 - August 2008
ADP/SIS (Broadridge) 2000 - 2005
Southwest Securities February 1999 - November 1999
First Southwest Company September 1994 - February 1999
Skills
Options, Back Office, Banking, Settlement, Asset Management, Business Analysis, Insurance, Equities, Operations Management, Business Process..., Strategic Planning, Vendor Management, Securities, Fixed Income, Mutual Funds, Risk Management, Derivatives, Financial Services, Capital Markets, Middle Office, Portfolio Management, Analysis, Strategy, Asset Managment, Project Management
Education
McMurry University 1993 — 1994
Banking/Finance, Political Science
FITS, Inc August 2008 - Present
Key Investment Services May 2005 - August 2008
ADP/SIS (Broadridge) 2000 - 2005
Southwest Securities February 1999 - November 1999
First Southwest Company September 1994 - February 1999
Skills
Options, Back Office, Banking, Settlement, Asset Management, Business Analysis, Insurance, Equities, Operations Management, Business Process..., Strategic Planning, Vendor Management, Securities, Fixed Income, Mutual Funds, Risk Management, Derivatives, Financial Services, Capital Markets, Middle Office, Portfolio Management, Analysis, Strategy, Asset Managment, Project Management
Education
McMurry University 1993 — 1994
Banking/Finance, Political Science
Darcy Holloway's First Southwest Company Experience Assistant to the CFOTexas Capital BankOctober 2003 - June 2004
Job Assistant to the CEO at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company Assistant to the CFOTexas Capital BankOctober 2003 - June 2004
Monarch Dental April 2002 - June 2003
Alpha Trust February 1999 - November 2001
Haggar Clothing Co. December 1989 - November 1998
Education
Southern Methodist University 1985 — 1987
BA, Economics
First Southwest Company Assistant to the CFOTexas Capital BankOctober 2003 - June 2004
Monarch Dental April 2002 - June 2003
Alpha Trust February 1999 - November 2001
Haggar Clothing Co. December 1989 - November 1998
Education
Southern Methodist University 1985 — 1987
BA, Economics
Jennifer Campisi's First Southwest Company Experience 2000 - 2004
Job Director of Sales at BirdEye Inc.
Industry Marketing and Advertising
Experience
St. Michael's Catholic Church June 2011 - June 2015
Juice in the City September 2010 - October 2011
HEB ISD August 2009 - August 2010
Fort Worth ISD August 2007 - July 2009
First Southwest Company 2000 - 2004
Skills
Lesson Planning, Elementary Education, Public Speaking, Strategic Planning, Curriculum Development, Social Media, Microsoft Office, Fundraising, PowerPoint, Curriculum Design, Microsoft Word, Classroom, Instructional Design, Microsoft Excel, Educational Leadership, Educational Technology, Staff Development, Tutoring, Teacher Training, Budgets, Sales, Lead Generation, Cold Calling, Volunteer Management, Sales Process
Education
Tarleton State University 2007 — 2010
M.Ed, Special Education
University of Minnesota-Twin Cities 1994 — 1999
1999, Economics
St. Michael's Catholic Church June 2011 - June 2015
Juice in the City September 2010 - October 2011
HEB ISD August 2009 - August 2010
Fort Worth ISD August 2007 - July 2009
First Southwest Company 2000 - 2004
Skills
Lesson Planning, Elementary Education, Public Speaking, Strategic Planning, Curriculum Development, Social Media, Microsoft Office, Fundraising, PowerPoint, Curriculum Design, Microsoft Word, Classroom, Instructional Design, Microsoft Excel, Educational Leadership, Educational Technology, Staff Development, Tutoring, Teacher Training, Budgets, Sales, Lead Generation, Cold Calling, Volunteer Management, Sales Process
Education
Tarleton State University 2007 — 2010
M.Ed, Special Education
University of Minnesota-Twin Cities 1994 — 1999
1999, Economics
John Tilley's First Southwest Company Experience September 2011 - Present
Job Data Analyst / Business Analyst at First Southwest Company
Industry Financial Services
Experience
First Southwest Company September 2011 - Present
Robert Half Technology August 2010 - September 2011
TD Ameritrade December 2009 - March 2010
Wells Fargo Advisors April 2007 - December 2009
USAA Investment Management Company January 1999 - March 2007
Skills
Vendor Management, Business Analysis, Process Improvement, Software Lifecycle, Risk Management, CRM, Banking, SDLC, Equities, Leadership, Operations Management, Team Leadership, Financial Services, Analysis, Management, Data Analysis, Securities, Access, Business Process..., Business Process
Education
Dallas Baptist University
B.A, Business Administration/MIS
First Southwest Company September 2011 - Present
Robert Half Technology August 2010 - September 2011
TD Ameritrade December 2009 - March 2010
Wells Fargo Advisors April 2007 - December 2009
USAA Investment Management Company January 1999 - March 2007
Skills
Vendor Management, Business Analysis, Process Improvement, Software Lifecycle, Risk Management, CRM, Banking, SDLC, Equities, Leadership, Operations Management, Team Leadership, Financial Services, Analysis, Management, Data Analysis, Securities, Access, Business Process..., Business Process
Education
Dallas Baptist University
B.A, Business Administration/MIS
Chris Maker's First Southwest Company Experience October 1999 - Present
Job Vice President at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company October 1999 - Present
Skills
Securities, Options, Process Improvement, AML, Series 63, Alternative Investments, Risk Management, Bloomberg, Capital Markets, Financial Services, FINRA, Series 7, Series 24, Fixed Income, Equities, Trading, Bonds, Mutual Funds, Investments, Back Office, Broker-Dealer, Municipal Bonds, Settlement, Equity Trading, Trading Systems
Education
Texas A&M University 2005 — 2007
BAAS
First Southwest Company October 1999 - Present
Skills
Securities, Options, Process Improvement, AML, Series 63, Alternative Investments, Risk Management, Bloomberg, Capital Markets, Financial Services, FINRA, Series 7, Series 24, Fixed Income, Equities, Trading, Bonds, Mutual Funds, Investments, Back Office, Broker-Dealer, Municipal Bonds, Settlement, Equity Trading, Trading Systems
Education
Texas A&M University 2005 — 2007
BAAS
Andre Ayala's First Southwest Company Experience August 2013 - Present
Job Vice President Public Finance at FirstSouthwest
Industry Investment Banking
Experience
First Southwest Company August 2013 - Present
First Southwest Company April 2007 - August 2013
Analistas Financieros Internacionales 2005 - 2005
Skills
Financial Modeling, Economic Development..., U.S. Public Finance, Public Finance, Financial Analysis, Economic Development, Investment Banking, Series 7, Fixed Income, Analysis, Cash Flow, Excel, Bonds, Economics, Credit, Structured Finance, Finance, Bloomberg, Microsoft Excel
Education
ESCP Europe 2006 — 2006
Economics/Finance
The University of Texas at Austin 2003 — 2006
Bachelor of Arts/Bachelor of Business Administration, Economics/Finance
The University of Texas at El Paso 2001 — 2003
Bachelor of Business Administration, Economics
First Southwest Company August 2013 - Present
First Southwest Company April 2007 - August 2013
Analistas Financieros Internacionales 2005 - 2005
Skills
Financial Modeling, Economic Development..., U.S. Public Finance, Public Finance, Financial Analysis, Economic Development, Investment Banking, Series 7, Fixed Income, Analysis, Cash Flow, Excel, Bonds, Economics, Credit, Structured Finance, Finance, Bloomberg, Microsoft Excel
Education
ESCP Europe 2006 — 2006
Economics/Finance
The University of Texas at Austin 2003 — 2006
Bachelor of Arts/Bachelor of Business Administration, Economics/Finance
The University of Texas at El Paso 2001 — 2003
Bachelor of Business Administration, Economics
Lizzeth Gamboa's First Southwest Company Experience June 2007 - December 2010
Job Public finance at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus January 2011 - Present
First Southwest Company June 2007 - December 2010
U.S. Commercial Service 2006 - 2006
Education
University of the Incarnate Word 2005 — 2007
MBA, International Business
Schiller International University 2006 — 2006
MBA, International Business
Texas A&M International University 2000 — 2002
B.A., Political Science/Business Administration
Stifel Nicolaus January 2011 - Present
First Southwest Company June 2007 - December 2010
U.S. Commercial Service 2006 - 2006
Education
University of the Incarnate Word 2005 — 2007
MBA, International Business
Schiller International University 2006 — 2006
MBA, International Business
Texas A&M International University 2000 — 2002
B.A., Political Science/Business Administration
Fidel Rubio's First Southwest Company Experience June 2005 - July 2005
Job Export Manager at Servicios Hondurenos
Industry Logistics and Supply Chain
Experience
ATM Cargo, LLC. April 2011 - Present
Servicios Hondurenos June 2010 - April 2015
FosterQuan, LLP February 2011 - April 2011
Servicios Hondurenos, Inc. May 2010 - December 2010
Bridgeway Capital Management July 2005 - August 2005
First Southwest Company June 2005 - July 2005
Skills
Transportation, Logistics, Mutual Funds, Supply Chain Management, Finance, Operations Management, Supply Chain..., Supply Chain, Business Strategy
Education
Duke University 2006 — 2010
Bachelor's, History, Markets and Management Studies
ATM Cargo, LLC. April 2011 - Present
Servicios Hondurenos June 2010 - April 2015
FosterQuan, LLP February 2011 - April 2011
Servicios Hondurenos, Inc. May 2010 - December 2010
Bridgeway Capital Management July 2005 - August 2005
First Southwest Company June 2005 - July 2005
Skills
Transportation, Logistics, Mutual Funds, Supply Chain Management, Finance, Operations Management, Supply Chain..., Supply Chain, Business Strategy
Education
Duke University 2006 — 2010
Bachelor's, History, Markets and Management Studies
Edgar DeGuia's First Southwest Company Experience 2005 - 2005
Job Assistant Treasurer at Dean Foods
Industry Capital Markets
Experience
Dean Foods 2014 - Present
Dean Foods 2009 - 2014
Excel Telecommunications 2005 - 2007
First Southwest Company 2005 - 2005
Wyndham International 2004 - 2005
Stephens Inc. 2001 - 2003
Federal Reserve Bank of Dallas 2000 - 2000
Wells Fargo 1999 - 1999
Arthur Andersen 1997 - 1998
Skills
Capital Markets, Financial Modeling, Financial Analysis, Mergers, Forecasting, Valuation, Business Strategy, Business Planning, Competitive Analysis, Private Equity, Due Diligence, Risk Management, Market Analysis, Portfolio Management, Investment Banking, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Asset Management
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MBA, Finance
Duke University 1997 — 2001
Bacheleor's, Economics, Public Policy Studies
Dean Foods 2014 - Present
Dean Foods 2009 - 2014
Excel Telecommunications 2005 - 2007
First Southwest Company 2005 - 2005
Wyndham International 2004 - 2005
Stephens Inc. 2001 - 2003
Federal Reserve Bank of Dallas 2000 - 2000
Wells Fargo 1999 - 1999
Arthur Andersen 1997 - 1998
Skills
Capital Markets, Financial Modeling, Financial Analysis, Mergers, Forecasting, Valuation, Business Strategy, Business Planning, Competitive Analysis, Private Equity, Due Diligence, Risk Management, Market Analysis, Portfolio Management, Investment Banking, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Asset Management
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MBA, Finance
Duke University 1997 — 2001
Bacheleor's, Economics, Public Policy Studies
Dave Quarello's First Southwest Company Experience September 2008 - August 2010
Job Director Institutional Municipal Bond Sales at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC April 2014 - Present
Janney Montgomery Scott LLC April 2013 - April 2014
Janney Montgomery Scott LLC August 2010 - April 2013
First Southwest Company September 2008 - August 2010
Commonwealth Financial Network October 2006 - August 2008
Skills
Fixed Income, Bonds, Capital Markets, Equities, Derivatives, Series 7, Trading, Options, Investments, Mutual Funds, Financial Risk, Equity Trading, Bloomberg, FINRA, Microsoft Excel, Series 63
Education
Boston College 2002 — 2006
BA, Economics, Finance
Dover-Sherborn Regional High School
Janney Montgomery Scott LLC April 2014 - Present
Janney Montgomery Scott LLC April 2013 - April 2014
Janney Montgomery Scott LLC August 2010 - April 2013
First Southwest Company September 2008 - August 2010
Commonwealth Financial Network October 2006 - August 2008
Skills
Fixed Income, Bonds, Capital Markets, Equities, Derivatives, Series 7, Trading, Options, Investments, Mutual Funds, Financial Risk, Equity Trading, Bloomberg, FINRA, Microsoft Excel, Series 63
Education
Boston College 2002 — 2006
BA, Economics, Finance
Dover-Sherborn Regional High School
Anna Sergel's First Southwest Company Experience August 2003 - December 2005
Job Career Services and Project Management Professional
Industry Higher Education
Experience
Typhon Access March 2014 - September 2014
Typhon Capital Management March 2014 - September 2014
Wilbur Wright College Career Planning and Placement Center August 2012 - May 2013
AlphaMetrix, LLC October 2006 - January 2011
Fellman Law Group December 2005 - August 2006
First Southwest Company August 2003 - December 2005
Skills
Excel, PowerPoint, Word, Fluent in Italian, Microsoft Office, Legal Research, Customer Service, Microsoft Excel, Microsoft Word, Written & Oral..., Individual Counselling, Mock Interviews, MBTI, Resume Writing, Career Counseling, Psychotherapy, Recruiting, Mental Health Counseling, Public Speaking, Psychology
Education
The Chicago School of Professional Psychology 2011 — 2013
Master of Arts (MA), Clinical Psychology, Counseling Specialization
Smith College 1999 — 2003
BA, Government, Italian Language & Literature
Typhon Access March 2014 - September 2014
Typhon Capital Management March 2014 - September 2014
Wilbur Wright College Career Planning and Placement Center August 2012 - May 2013
AlphaMetrix, LLC October 2006 - January 2011
Fellman Law Group December 2005 - August 2006
First Southwest Company August 2003 - December 2005
Skills
Excel, PowerPoint, Word, Fluent in Italian, Microsoft Office, Legal Research, Customer Service, Microsoft Excel, Microsoft Word, Written & Oral..., Individual Counselling, Mock Interviews, MBTI, Resume Writing, Career Counseling, Psychotherapy, Recruiting, Mental Health Counseling, Public Speaking, Psychology
Education
The Chicago School of Professional Psychology 2011 — 2013
Master of Arts (MA), Clinical Psychology, Counseling Specialization
Smith College 1999 — 2003
BA, Government, Italian Language & Literature
Paul Bashus's First Southwest Company Experience May 2002 - Present
Job Vice President, Sales at First Southwest Company
Industry Financial Services
Experience
First Southwest Company May 2002 - Present
Skills
Series 7, Securities, Fixed Income, Equities, Series 63, Mutual Funds, Trading, Capital Markets, Financial Services, Electronic Trading, Alternative Investments, Bonds
Education
Rockhurst University 1977 — 1981
Bachelor's Degree, Marketing
First Southwest Company May 2002 - Present
Skills
Series 7, Securities, Fixed Income, Equities, Series 63, Mutual Funds, Trading, Capital Markets, Financial Services, Electronic Trading, Alternative Investments, Bonds
Education
Rockhurst University 1977 — 1981
Bachelor's Degree, Marketing
Donna Avant's First Southwest Company Experience Correspondent Relationship ManagerCross Point Capital2008 - 2009
Job Correspondent Relationship Manager at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company Correspondent Relationship ManagerCross Point Capital2008 - 2009
Education
Our Lady of the Lake University 1990 — 1992
Bachelors, Business Management
Medical Lake High School 1965 — 1967
HS Diploma
First Southwest Company Correspondent Relationship ManagerCross Point Capital2008 - 2009
Education
Our Lady of the Lake University 1990 — 1992
Bachelors, Business Management
Medical Lake High School 1965 — 1967
HS Diploma
Paul Bashus's First Southwest Company Experience May 2002 - Present
Job Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company May 2002 - Present
Education
Rockhurst University 1977 — 1981
BSBA, Marketing
First Southwest Company May 2002 - Present
Education
Rockhurst University 1977 — 1981
BSBA, Marketing
Brian Wittneben's First Southwest Company Experience August 2009 - Present
Job General Counsel at First Southwest Company
Industry Financial Services
Experience
First Southwest Company August 2009 - Present
First Southwest Company September 2004 - August 2009
Haynes and Boone, LLP September 1999 - September 2004
Skills
Securities, Securities Regulation, Due Diligence, Fraud, Litigation, Corporate Governance, FINRA, Private Equity, OFAC, Arbitration, Mergers & Acquisitions, Bankruptcy, Capital Markets, Intellectual Property, Licensing, Mediation
Education
Centro de Estudios Linguisticos y Multiculturales, S.C.
Southern Methodist University Dedman School of Law
JD
Texas A&M University
BA
First Southwest Company August 2009 - Present
First Southwest Company September 2004 - August 2009
Haynes and Boone, LLP September 1999 - September 2004
Skills
Securities, Securities Regulation, Due Diligence, Fraud, Litigation, Corporate Governance, FINRA, Private Equity, OFAC, Arbitration, Mergers & Acquisitions, Bankruptcy, Capital Markets, Intellectual Property, Licensing, Mediation
Education
Centro de Estudios Linguisticos y Multiculturales, S.C.
Southern Methodist University Dedman School of Law
JD
Texas A&M University
BA
Kathy Kapiloff's First Southwest Company Experience 2009 - Present
Job Fixed Income Taxable Trading
Industry Banking
Experience
First Southwest Company 2009 - Present
ABN AMRO 2005 - 2009
Smith Barney 2004 - 2005
Oppenheimer Capital 2003 - 2004
Deutsche Bank 2002 - 2003
Skills
Fixed Income, Trading, Equities, Structured Products, Swaps, Bloomberg, Bonds, Series 63, Capital Markets, Investment Banking, Series 7, Derivatives, Securities, Portfolio Management, Hedge Funds
Education
Rutgers University-New Brunswick 1998 — 2001
BA, Economics
First Southwest Company 2009 - Present
ABN AMRO 2005 - 2009
Smith Barney 2004 - 2005
Oppenheimer Capital 2003 - 2004
Deutsche Bank 2002 - 2003
Skills
Fixed Income, Trading, Equities, Structured Products, Swaps, Bloomberg, Bonds, Series 63, Capital Markets, Investment Banking, Series 7, Derivatives, Securities, Portfolio Management, Hedge Funds
Education
Rutgers University-New Brunswick 1998 — 2001
BA, Economics
Lynn Harris Dunn's First Southwest Company Experience 2002 - 2003
Job EA at Dean Foods
Industry Dairy
Experience
Dean Foods May 2009 - Present
Glidepath 2004 - 2009
First Southwest Company 2002 - 2003
First Southwest Company 2002 - 2003
Fidelity Investments 1989 - 2001
Fidelity Investments 1989 - 2001
Skills
Outlook, Management, Microsoft Office, Project Management, Budgets, Microsoft Excel, Customer Service, SAP, Accounting, Access, Software Documentation, Process Improvement, Human Resources, Employee Relations, Project Planning, Process Scheduler, Accounts Payable, Operations Management, Administrative..., Inventory Management, Contract Management, Team Building, Payroll, Purchasing, Leadership, Procurement, Logistics, Spreadsheets, Forecasting, Office Management, Training, PowerPoint, Team Leadership, Analysis
Education
North Iowa Area Community College
Accounting
Dean Foods May 2009 - Present
Glidepath 2004 - 2009
First Southwest Company 2002 - 2003
First Southwest Company 2002 - 2003
Fidelity Investments 1989 - 2001
Fidelity Investments 1989 - 2001
Skills
Outlook, Management, Microsoft Office, Project Management, Budgets, Microsoft Excel, Customer Service, SAP, Accounting, Access, Software Documentation, Process Improvement, Human Resources, Employee Relations, Project Planning, Process Scheduler, Accounts Payable, Operations Management, Administrative..., Inventory Management, Contract Management, Team Building, Payroll, Purchasing, Leadership, Procurement, Logistics, Spreadsheets, Forecasting, Office Management, Training, PowerPoint, Team Leadership, Analysis
Education
North Iowa Area Community College
Accounting
Angela Bryan's First Southwest Company Experience 2005 - 2006
Job Financial Analyst at Lathrop & Gage LLP
Industry Financial Services
Experience
Lathrop & Gage LLP April 2014 - Present
Polsinelli October 2012 - April 2014
Wells Fargo Advisors May 2012 - October 2012
Fidelity Investments September 2006 - December 2011
Mass HEFA 2006 - 2006
First Southwest Company 2005 - 2006
Gilmore & Bell, P.C. 2001 - 2005
Skills
Financial Analysis, Financial Modeling, Investments, Financial Reporting, Corporate Finance, Microsoft SQL Server, Forecasting, Microsoft Excel, Data Analysis, Redwood, KPI Dashboards, Finance, Analytics, Hyperion Enterprise, Essbase, Analysis, Cognos, Series 7, SSRS
Education
Rockhurst University 2001 — 2003
MBA, Finance
Rockhurst University 1997 — 2000
BA, Economics
Lathrop & Gage LLP April 2014 - Present
Polsinelli October 2012 - April 2014
Wells Fargo Advisors May 2012 - October 2012
Fidelity Investments September 2006 - December 2011
Mass HEFA 2006 - 2006
First Southwest Company 2005 - 2006
Gilmore & Bell, P.C. 2001 - 2005
Skills
Financial Analysis, Financial Modeling, Investments, Financial Reporting, Corporate Finance, Microsoft SQL Server, Forecasting, Microsoft Excel, Data Analysis, Redwood, KPI Dashboards, Finance, Analytics, Hyperion Enterprise, Essbase, Analysis, Cognos, Series 7, SSRS
Education
Rockhurst University 2001 — 2003
MBA, Finance
Rockhurst University 1997 — 2000
BA, Economics
Rebecca Schmerbeck's First Southwest Company Experience September 1994 - November 1996
Job Licensed Realtor at Briggs Freeman Sotheby's International Realty
Industry Real Estate
Experience
Briggs Freeman Sotheby's International Realty April 2015 - Present
Briggs Freeman Sotheby's International Realty July 2014 - Present
Nerium International 2013 - Present
eJobs.com January 1998 - June 2001
Ellen Terry Realtors November 1996 - March 1998
First Southwest Company September 1994 - November 1996
Skills
Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Direct Marketing, Sales
Education
Louisiana State University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Dallas County Community College 2012 — 2013
Associate of Science (AS), Accounting
Briggs Freeman Sotheby's International Realty April 2015 - Present
Briggs Freeman Sotheby's International Realty July 2014 - Present
Nerium International 2013 - Present
eJobs.com January 1998 - June 2001
Ellen Terry Realtors November 1996 - March 1998
First Southwest Company September 1994 - November 1996
Skills
Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Direct Marketing, Sales
Education
Louisiana State University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Dallas County Community College 2012 — 2013
Associate of Science (AS), Accounting
J. Walter Goldsmith's First Southwest Company Experience April 2002 - April 2010
Job Managing Director at First Tryon Advisors
Industry Investment Banking
Experience
First Tryon Advisors February 2014 - Present
Davenport & Company LLC April 2010 - February 2014
First Southwest Company April 2002 - April 2010
Education
Clemson University 1994 — 1997
Woodberry Forest School 1990 — 1993
First Tryon Advisors February 2014 - Present
Davenport & Company LLC April 2010 - February 2014
First Southwest Company April 2002 - April 2010
Education
Clemson University 1994 — 1997
Woodberry Forest School 1990 — 1993
Cherika N. Latham's First Southwest Company Experience 2007 - 2008
Job Chief Legal Officer at GuidesStone Funds
Industry Financial Services
Experience
GuidesStone Funds May 2013 - Present
GuideStone Capital Management May 2013 - Present
GuideStone Financial Resources February 2008 - Present
First Southwest Company 2007 - 2008
Skills
Securities, Corporate Governance, Corporate Law, Employment Law, Public Speaking, Contract Negotiation, Legal Research
Education
The University of Texas School of Law 2003 — 2006
J.D.
Baylor University 2000 — 2003
B.A.
GuidesStone Funds May 2013 - Present
GuideStone Capital Management May 2013 - Present
GuideStone Financial Resources February 2008 - Present
First Southwest Company 2007 - 2008
Skills
Securities, Corporate Governance, Corporate Law, Employment Law, Public Speaking, Contract Negotiation, Legal Research
Education
The University of Texas School of Law 2003 — 2006
J.D.
Baylor University 2000 — 2003
B.A.
Charlotte Ingram, PHR's First Southwest Company Experience January 1998 - July 2001
Job HR Advisor for G & A Partners (formerly) Director of Human Resources at ProSource Management Solutions
Industry Human Resources
Experience
ProSource Management Solutions July 2001 - Present
ProSource Management Solutions July 2001 - Present
First Southwest Company January 1998 - July 2001
First Southwest Company 1997 - 2001
Baker Hughes April 1995 - January 1998
Baker Hughes 1994 - 1997
TD February 1992 - April 1995
Skills
Talent Management, Talent Acquisition, HRIS, Deferred Compensation, Organizational..., Employee Benefits, PHR
Education
San Jacinto College 1975 — 1977
Accounting, Finance, Real Estate
Some College
ProSource Management Solutions July 2001 - Present
ProSource Management Solutions July 2001 - Present
First Southwest Company January 1998 - July 2001
First Southwest Company 1997 - 2001
Baker Hughes April 1995 - January 1998
Baker Hughes 1994 - 1997
TD February 1992 - April 1995
Skills
Talent Management, Talent Acquisition, HRIS, Deferred Compensation, Organizational..., Employee Benefits, PHR
Education
San Jacinto College 1975 — 1977
Accounting, Finance, Real Estate
Some College
Erich Kleine's First Southwest Company Experience 2002 - 2003
Job Vice President at Majestic Homebuilders Inc.
Industry Real Estate
Experience
Majestic Homebuilders Inc. 2008 - Present
DR Horton 2007 - 2008
Richmond American Homes 2006 - 2007
DR Horton 2003 - 2006
First Southwest Company 2002 - 2003
JP Morgan Chase 2000 - 2002
Education
Southern Methodist University 1996 — 2000
BBA, Finance
Majestic Homebuilders Inc. 2008 - Present
DR Horton 2007 - 2008
Richmond American Homes 2006 - 2007
DR Horton 2003 - 2006
First Southwest Company 2002 - 2003
JP Morgan Chase 2000 - 2002
Education
Southern Methodist University 1996 — 2000
BBA, Finance
Roy Hernandez Jr.'s First Southwest Company Experience September 1996 - August 2005
Job Staff AccountingTexas Presbyterian Foundation
Industry Financial Services
Experience
Texas Presbyterian Foundation October 2010 - Present
Cullum & Burks Securities August 2005 - April 2010
First Southwest Company September 1996 - August 2005
Principal Financial Securities, Inc July 1987 - September 1996
allied bank March 1986 - July 1987
United States Marine Corp July 1982 - July 1985
Skills
Accounts Payable, Accounting, Mutual Funds, Balance, Strategic Planning, Customer Service, Microsoft Money, Management, Accounts Receivable, Financial Reporting, Invoicing, Marketing, Account Reconciliation, Financial Analysis, Microsoft Office
Education
Eastfield College
Southern Methodist University
Woodrow Wilson High School
Texas Presbyterian Foundation October 2010 - Present
Cullum & Burks Securities August 2005 - April 2010
First Southwest Company September 1996 - August 2005
Principal Financial Securities, Inc July 1987 - September 1996
allied bank March 1986 - July 1987
United States Marine Corp July 1982 - July 1985
Skills
Accounts Payable, Accounting, Mutual Funds, Balance, Strategic Planning, Customer Service, Microsoft Money, Management, Accounts Receivable, Financial Reporting, Invoicing, Marketing, Account Reconciliation, Financial Analysis, Microsoft Office
Education
Eastfield College
Southern Methodist University
Woodrow Wilson High School
John Williams,MSA 9/10's First Southwest Company Experience May 2005 - September 2005
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments July 2013 - October 2014
Fidelity Investments February 2012 - July 2013
Fidelity Investments October 2010 - February 2012
Fidelity Investments December 2009 - October 2010
History Channel September 2008 - September 2009
First Southwest Company May 2005 - September 2005
First Southwest Company May 2004 - September 2004
Skills
Financial Analysis, Valuation, Series 63, Series 7, Bloomberg, Securities, Morningstar, Mutual Funds, Microsoft Excel, Budgets, Investments, Capital IQ, Investment Advisory
Education
The University of Texas at Dallas 2008 — 2010
Master of Science, Accounting and Information Management
Babson College 2003 — 2007
Bachelor of Science, Finance and Business Management
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments July 2013 - October 2014
Fidelity Investments February 2012 - July 2013
Fidelity Investments October 2010 - February 2012
Fidelity Investments December 2009 - October 2010
History Channel September 2008 - September 2009
First Southwest Company May 2005 - September 2005
First Southwest Company May 2004 - September 2004
Skills
Financial Analysis, Valuation, Series 63, Series 7, Bloomberg, Securities, Morningstar, Mutual Funds, Microsoft Excel, Budgets, Investments, Capital IQ, Investment Advisory
Education
The University of Texas at Dallas 2008 — 2010
Master of Science, Accounting and Information Management
Babson College 2003 — 2007
Bachelor of Science, Finance and Business Management
Howard Zhang's First Southwest Company Experience July 2010 - August 2010
Job Software Engineer at Two Sigma
Industry Computer Software
Experience
Two Sigma August 2015 - Present
Citi June 2014 - July 2015
Media Promotions International June 2011 - December 2012
SunGard Global Trading August 2011 - July 2012
First Southwest Company July 2010 - August 2010
Fitch Ratings 2009 - 2010
Education
Stony Brook University 2010 — 2014
Bachelor's Degree, Computer Science
Hunter College 2011 — 2012
Computer Science
IS 259 2003 — 2006
John Dewey
Two Sigma August 2015 - Present
Citi June 2014 - July 2015
Media Promotions International June 2011 - December 2012
SunGard Global Trading August 2011 - July 2012
First Southwest Company July 2010 - August 2010
Fitch Ratings 2009 - 2010
Education
Stony Brook University 2010 — 2014
Bachelor's Degree, Computer Science
Hunter College 2011 — 2012
Computer Science
IS 259 2003 — 2006
John Dewey
Christopher Seward's First Southwest Company Experience May 1985 - June 1991
Job Financial Examiner at Texas Department of Banking
Industry Government Administration
Experience
Texas Department of Banking June 2013 - Present
State of Texas January 2012 - June 2013
Lone Star Pawn May 1994 - January 2012
Cash America October 1991 - April 1994
First Southwest Company May 1985 - June 1991
Skills
Access, Accounting, Analysis, Auditing, Banking, Budgets, Business Analysis, Data Analysis, Finance, Financial Analysis, Financial Reporting, Government, Internal Audit, Loans, Management, Policy, Policy Analysis, Process Improvement, Risk Management
Education
Texas A&M University-Commerce 2009 — 2011
Master of Business Administration (M.B.A.), 3.8
Texas A&M University-Commerce 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General, 4.0
Paris Junior College 2005 — 2007
Associate of Arts (AA), Finance, General, 4.0
Spartan College of Aeronautics and Technology 1991 — 1993
Professional Pilot
Texas Department of Banking June 2013 - Present
State of Texas January 2012 - June 2013
Lone Star Pawn May 1994 - January 2012
Cash America October 1991 - April 1994
First Southwest Company May 1985 - June 1991
Skills
Access, Accounting, Analysis, Auditing, Banking, Budgets, Business Analysis, Data Analysis, Finance, Financial Analysis, Financial Reporting, Government, Internal Audit, Loans, Management, Policy, Policy Analysis, Process Improvement, Risk Management
Education
Texas A&M University-Commerce 2009 — 2011
Master of Business Administration (M.B.A.), 3.8
Texas A&M University-Commerce 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General, 4.0
Paris Junior College 2005 — 2007
Associate of Arts (AA), Finance, General, 4.0
Spartan College of Aeronautics and Technology 1991 — 1993
Professional Pilot
Jenifer M Oborny's First Southwest Company Experience January 1998 - January 2000
Job Account Executive at Southard Corporation
Industry Building Materials
Experience
Ricoh USA December 2011 - November 2013
Univision Radio March 2004 - June 2010
CBS Radio May 2000 - August 2004
First Southwest Company January 1998 - January 2000
Peace Corps June 1995 - August 1997
Skills
New Business Development, Marketing, Sales, Business Strategy, Business Development, Account Management, Advertising, Cold Calling, Radio Advertising, Social Media Marketing, Marketing Strategy, Sales Management, Customer Service, Retail, Sales Process, Sales Presentations, Lead Generation, Market Planning
Education
Fort Hays State University 1985 — 1989
BS, Home Economics / Minor: Public Relations.
Ricoh USA December 2011 - November 2013
Univision Radio March 2004 - June 2010
CBS Radio May 2000 - August 2004
First Southwest Company January 1998 - January 2000
Peace Corps June 1995 - August 1997
Skills
New Business Development, Marketing, Sales, Business Strategy, Business Development, Account Management, Advertising, Cold Calling, Radio Advertising, Social Media Marketing, Marketing Strategy, Sales Management, Customer Service, Retail, Sales Process, Sales Presentations, Lead Generation, Market Planning
Education
Fort Hays State University 1985 — 1989
BS, Home Economics / Minor: Public Relations.
John Bannon's First Southwest Company Experience August 2013 - Present
Job Associate at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company August 2013 - Present
First Southwest Company February 2012 - August 2013
First Southwest Company August 2011 - February 2012
Benchmark Environmental Consultants July 2009 - August 2011
Trammell Crow Company June 2010 - July 2010
Trammell Crow Company June 2009 - July 2009
Skills
Securities, Municipal Bonds, Fixed Income, Financial Modeling, Microsoft Office, Series 63, Series 7, Structured Products, Bloomberg Terminal, Interest Rate..., Capital Markets
Education
Princeton University 2007 — 2011
B.A., History
Highland Park High School 2003 — 2007
First Southwest Company August 2013 - Present
First Southwest Company February 2012 - August 2013
First Southwest Company August 2011 - February 2012
Benchmark Environmental Consultants July 2009 - August 2011
Trammell Crow Company June 2010 - July 2010
Trammell Crow Company June 2009 - July 2009
Skills
Securities, Municipal Bonds, Fixed Income, Financial Modeling, Microsoft Office, Series 63, Series 7, Structured Products, Bloomberg Terminal, Interest Rate..., Capital Markets
Education
Princeton University 2007 — 2011
B.A., History
Highland Park High School 2003 — 2007
Elaine Perez (Candido)'s First Southwest Company Experience April 2008 - January 2010
Job Real Estate Development & Financial Analyst at Fort Worth Housing Authority
Industry Financial Services
Experience
Southside Bank July 2014 - Present
Fort Worth Housing Authority August 2010 - July 2014
First Southwest Company April 2008 - January 2010
Mortgage Contracting Services 2008 - 2008
Skills
Customer Service, Finance, Microsoft Excel, Microsoft Office, Outlook, Real Estate
Education
Southern Methodist University - Cox School of Business 2005 — 2007
BBA, Finance
Southside Bank July 2014 - Present
Fort Worth Housing Authority August 2010 - July 2014
First Southwest Company April 2008 - January 2010
Mortgage Contracting Services 2008 - 2008
Skills
Customer Service, Finance, Microsoft Excel, Microsoft Office, Outlook, Real Estate
Education
Southern Methodist University - Cox School of Business 2005 — 2007
BBA, Finance
Joy Hernandez's First Southwest Company Experience 1992 - 1997
Job
Industry Financial Services
Experience
Blue Lynx Media October 2014 - Present
McKesson 2011 - August 2014
McKesson 2008 - 2011
McKesson 2005 - 2008
JPMorgan Chase & Co. 1997 - September 2005
First Southwest Company 1992 - 1997
Ernst & Young 1987 - 1992
Skills
Strategic Leadership, Change Management, Project Management, Business Case..., Forecasting, Customer Experience, Voice of the Customer, Communication, Team Building, Thought Leadership, Development Of Employees, Business Relationship..., Operations Management, Financial Analysis, Financial Reporting, Financial Planning, Financial Services, Corporate Finance, Customer Service, Voice of the Customer..., Supply Chain Operations, Supplier Relationship..., Internal Controls, Chargebacks, Organizational..., System Deployment, Business Process..., Business Process..., Business Process Design, Business Process..., Business Process..., Business Process..., BPO, Customer Satisfaction, Budgeting, Accounting, Business Analysis, Process Improvement, Healthcare Information..., Cross-functional Team..., Management
Education
Baylor University 1983 — 1987
BBA, Accounting
Blue Lynx Media October 2014 - Present
McKesson 2011 - August 2014
McKesson 2008 - 2011
McKesson 2005 - 2008
JPMorgan Chase & Co. 1997 - September 2005
First Southwest Company 1992 - 1997
Ernst & Young 1987 - 1992
Skills
Strategic Leadership, Change Management, Project Management, Business Case..., Forecasting, Customer Experience, Voice of the Customer, Communication, Team Building, Thought Leadership, Development Of Employees, Business Relationship..., Operations Management, Financial Analysis, Financial Reporting, Financial Planning, Financial Services, Corporate Finance, Customer Service, Voice of the Customer..., Supply Chain Operations, Supplier Relationship..., Internal Controls, Chargebacks, Organizational..., System Deployment, Business Process..., Business Process..., Business Process Design, Business Process..., Business Process..., Business Process..., BPO, Customer Satisfaction, Budgeting, Accounting, Business Analysis, Process Improvement, Healthcare Information..., Cross-functional Team..., Management
Education
Baylor University 1983 — 1987
BBA, Accounting
Christopher Janning's First Southwest Company Experience October 1989 - Present
Job Senior Vice President at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company October 1989 - Present
Education
Southwestern University 1982 — 1985
BBA, Finance, General
First Southwest Company October 1989 - Present
Education
Southwestern University 1982 — 1985
BBA, Finance, General
Adam Krea's First Southwest Company Experience February 2012 - Present
Job
Industry
Experience
First Southwest Company February 2012 - Present
Education
Middlebury College
First Southwest Company February 2012 - Present
Education
Middlebury College
Christine Bertrand's First Southwest Company Experience 2007 - 2009
Job Project Support Project Management
Industry Telecommunications
Experience
Tangent International (Contract) / Ericsson 2011 - Present
Lemcon Networks 2010 - 2011
First Southwest Company 2007 - 2009
New Orleans District Attorney January 2002 - December 2005
Alternative Telecommunications, Inc June 1999 - December 2001
Quick Connect Telecommunications November 1998 - February 1999
Preferred Payphones, Incorporated April 1997 - October 1998
Skills
Microsoft Office Suite, PowerPoint, SAP BW, SAP Netweaver, QuickBooks, Quality Assurance, Adobe Acrobat, Access, Microsoft Publisher, Visio, Quality Management, Quality Control, Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft Office 2003,..., Microsoft Access, Microsoft Office
Education
Brookhaven Community College
Project Management
Tangent International (Contract) / Ericsson 2011 - Present
Lemcon Networks 2010 - 2011
First Southwest Company 2007 - 2009
New Orleans District Attorney January 2002 - December 2005
Alternative Telecommunications, Inc June 1999 - December 2001
Quick Connect Telecommunications November 1998 - February 1999
Preferred Payphones, Incorporated April 1997 - October 1998
Skills
Microsoft Office Suite, PowerPoint, SAP BW, SAP Netweaver, QuickBooks, Quality Assurance, Adobe Acrobat, Access, Microsoft Publisher, Visio, Quality Management, Quality Control, Microsoft Project, Microsoft Excel, Microsoft Word, Microsoft Office 2003,..., Microsoft Access, Microsoft Office
Education
Brookhaven Community College
Project Management
Barry Gabriel's First Southwest Company Experience November 2009 - Present
Job SQL Software / BI Developer at First Southwest Company
Industry Financial Services
Experience
First Southwest Company November 2009 - Present
Emmett A. Larkin Company, Inc. January 2000 - November 2009
Skills
Business Intelligence, SQL, ETL, Databases, T-SQL, Microsoft SQL Server, SSIS, SSRS, Requirements Analysis, Business Analysis, SharePoint, Requirements Gathering
Education
Kilgore College
A.S. Electronics Technology
Texas A&M University
B.S. Engineering Technology, Computer Systems Networking and Telecommunications
First Southwest Company November 2009 - Present
Emmett A. Larkin Company, Inc. January 2000 - November 2009
Skills
Business Intelligence, SQL, ETL, Databases, T-SQL, Microsoft SQL Server, SSIS, SSRS, Requirements Analysis, Business Analysis, SharePoint, Requirements Gathering
Education
Kilgore College
A.S. Electronics Technology
Texas A&M University
B.S. Engineering Technology, Computer Systems Networking and Telecommunications
Gloria Lindsey's First Southwest Company Experience December 2001 - Present
Job Administrative Assistant at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company December 2001 - Present
Anthropologie November 2010 - 2012
Million Air October 1998 - November 2001
Education
Midwestern State University 1996 — 1997
Baylor University 1987 — 1988
English/Journalism/Photography
First Southwest Company December 2001 - Present
Anthropologie November 2010 - 2012
Million Air October 1998 - November 2001
Education
Midwestern State University 1996 — 1997
Baylor University 1987 — 1988
English/Journalism/Photography
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY