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
Tiffany Bourgeois Tiffany Bourgeois's First Southwest Company Experience January 2010 - August 2011
Job Realtor . Concierge at Real Estate Concierges, Inc.
Industry Real Estate
Experience
Real Estate Concierges, Inc. September 2014 - Present
Janus Real Estate Group August 2011 - September 2014
First Southwest Company January 2010 - August 2011
Skills
Real Estate License, Concierge Services
Education
University of North Texas 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Creekview High School 2001 — 2005
High School Diploma
Real Estate Concierges, Inc. September 2014 - Present
Janus Real Estate Group August 2011 - September 2014
First Southwest Company January 2010 - August 2011
Skills
Real Estate License, Concierge Services
Education
University of North Texas 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Creekview High School 2001 — 2005
High School Diploma
Jared Moltenberry Jared Moltenberry's First Southwest Company Experience June 2011 - August 2011
Job Consultant at Applied Economics Consulting Group
Industry
Experience
Applied Economics Consulting Group May 2012 - Present
SolarWinds October 2011 - April 2012
First Southwest Company June 2011 - August 2011
First State Bank Central Texas July 2010 - March 2011
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
Applied Economics Consulting Group May 2012 - Present
SolarWinds October 2011 - April 2012
First Southwest Company June 2011 - August 2011
First State Bank Central Texas July 2010 - March 2011
Education
The University of Texas at Austin 2008 — 2012
B.A., Economics
Destinie Ross Destinie Ross's First Southwest Company Experience June 2014 - August 2014
Job Division Order Analyst at Statoil
Industry Oil & Energy
Experience
Statoil January 2015 - Present
C.T. Bauer College of Business February 2012 - Present
First Southwest Company June 2014 - August 2014
Skills
Customer Service, Public Speaking, Strategic Planning, Project Planning, Project Management, Leadership, Budgets, Risk Management, Analysis, Access
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Statoil January 2015 - Present
C.T. Bauer College of Business February 2012 - Present
First Southwest Company June 2014 - August 2014
Skills
Customer Service, Public Speaking, Strategic Planning, Project Planning, Project Management, Leadership, Budgets, Risk Management, Analysis, Access
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Carla Caldwell Carla Caldwell's First Southwest Company Experience April 2013 - January 2014
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Amy Thompson Crissman Amy Thompson Crissman's First Southwest Company Experience 1993 - 1995
Job Experienced Sales & Marketing Professional
Industry Food & Beverages
Experience
Cookie Caterers September 2012 - May 2014
Refine Your Design August 2004 - August 2012
Unisys Corporation September 2000 - February 2003
Gateway Corporation November 1999 - September 2000
BellSouth Wireless Data January 1999 - November 1999
AST Computer October 1996 - November 1999
Sheraton 1995 - 1996
First Southwest Company 1993 - 1995
Metromedia Steakhouses Company 1990 - 1993
Skills
Strategy, Marketing, Social Media Marketing, Management, New Business Development, Entrepreneurship, Local Marketing..., Logo Design, Marketing Communications, Strategic Planning, Website Design, Sales, Creative Problem Solving, Creative Writing, Branding & Identity, Lead Generation, Solution Selling, Task Management, Product Development, Sales Operations, Designing Marketing..., Collateral Materials..., Product Launch, Product Marketing, Email Marketing, Start-ups, Account Management, Direct Sales, Sales Process, SaaS, Selling, Brand Development, CRM, Marketing Strategy, Budgets, Project Management, Project Planning, Digital Marketing, Inventory Management, Event Management, Social Media, Event Planning, Integrated Marketing
Education
University of Arkansas 1985 — 1989
B.A. Journalism, Advertising and Public Relations
Cookie Caterers September 2012 - May 2014
Refine Your Design August 2004 - August 2012
Unisys Corporation September 2000 - February 2003
Gateway Corporation November 1999 - September 2000
BellSouth Wireless Data January 1999 - November 1999
AST Computer October 1996 - November 1999
Sheraton 1995 - 1996
First Southwest Company 1993 - 1995
Metromedia Steakhouses Company 1990 - 1993
Skills
Strategy, Marketing, Social Media Marketing, Management, New Business Development, Entrepreneurship, Local Marketing..., Logo Design, Marketing Communications, Strategic Planning, Website Design, Sales, Creative Problem Solving, Creative Writing, Branding & Identity, Lead Generation, Solution Selling, Task Management, Product Development, Sales Operations, Designing Marketing..., Collateral Materials..., Product Launch, Product Marketing, Email Marketing, Start-ups, Account Management, Direct Sales, Sales Process, SaaS, Selling, Brand Development, CRM, Marketing Strategy, Budgets, Project Management, Project Planning, Digital Marketing, Inventory Management, Event Management, Social Media, Event Planning, Integrated Marketing
Education
University of Arkansas 1985 — 1989
B.A. Journalism, Advertising and Public Relations
Chalo Balandran, CAMS Chalo Balandran, CAMS's First Southwest Company Experience July 2013 - Present
Job AML Compliance Officer at First Southwest Company
Industry Financial Services
Experience
Balandran Knife and Leather Company, LLC July 2014 - Present
First Southwest Company July 2013 - Present
First Command Financial Services February 2008 - June 2013
First Command Financial Planning Inc May 2005 - February 2008
New York Life Insurance Company March 2002 - September 2003
United States Marine Corps May 1993 - May 1997
Skills
Financial Risk, Leadership, Wealth Management, AML, Risk Assessment, Management, Securities, Risk Management, Mutual Funds, Series 63, FINRA, Banking, Financial Analysis, Investments, Investment Advisory, Finance, Fixed Income, Portfolio Management, Financial Services, Financial Planning, Due Diligence, Analysis, Process Improvement, Financial Advisory, Asset Management, Anti Money Laundering
Education
Texas Tech University - Rawls College of Business 2011 — 2013
MBA
Texas Tech University - Rawls College of Business 1998 — 2002
BBA, Finance
Balandran Knife and Leather Company, LLC July 2014 - Present
First Southwest Company July 2013 - Present
First Command Financial Services February 2008 - June 2013
First Command Financial Planning Inc May 2005 - February 2008
New York Life Insurance Company March 2002 - September 2003
United States Marine Corps May 1993 - May 1997
Skills
Financial Risk, Leadership, Wealth Management, AML, Risk Assessment, Management, Securities, Risk Management, Mutual Funds, Series 63, FINRA, Banking, Financial Analysis, Investments, Investment Advisory, Finance, Fixed Income, Portfolio Management, Financial Services, Financial Planning, Due Diligence, Analysis, Process Improvement, Financial Advisory, Asset Management, Anti Money Laundering
Education
Texas Tech University - Rawls College of Business 2011 — 2013
MBA
Texas Tech University - Rawls College of Business 1998 — 2002
BBA, Finance
Phil Martin Phil Martin's First Southwest Company Experience June 2006 - September 2013
Job Vice President at Frost Bank
Industry Investment Banking
Experience
Frost Bank January 2015 - Present
BOSC, Inc. September 2013 - January 2015
First Southwest Company June 2006 - September 2013
The Municipal Advisory Council of Texas June 2004 - May 2006
Skills
Bloomberg, Investment Banking, Fixed Income, Series 7, Bonds, Financial Modeling, Series 63, Financial Structuring, Financial Analysis, Project Finance, Finance, Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Klein High School
Frost Bank January 2015 - Present
BOSC, Inc. September 2013 - January 2015
First Southwest Company June 2006 - September 2013
The Municipal Advisory Council of Texas June 2004 - May 2006
Skills
Bloomberg, Investment Banking, Fixed Income, Series 7, Bonds, Financial Modeling, Series 63, Financial Structuring, Financial Analysis, Project Finance, Finance, Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Klein High School
Christa Strader Christa Strader's First Southwest Company Experience August 2012 - September 2013
Job New Accounts Clerk at First Southwest Company
Industry Investment Banking
Experience
Megatel Homes Inc February 2014 - Present
First Southwest Company August 2012 - September 2013
Compass Group Consultants, LP July 2011 - August 2012
Texas Woman's University May 2009 - May 2011
Texas Woman's University January 2008 - August 2008
Skills
Brix, SPSS, Public Speaking, PowerPoint, Outlook, Microsoft Excel, Access, Microsoft Word, Research, Customer Service, Sales, Microsoft Office, Editing, Social Media, Non-profits, Higher Education, Student Leadership, Volunteer Management, Dropbox
Education
Texas Woman's University 2007 — 2011
(BBA) - School of Management, Marketing
Tyler Junior College 2006 — 2007
Dual Credit Senior Classes, Honor High School Classes/Dual Credit College Basics
Lindale High School 2003 — 2007
High School Diploma, With Honors
Megatel Homes Inc February 2014 - Present
First Southwest Company August 2012 - September 2013
Compass Group Consultants, LP July 2011 - August 2012
Texas Woman's University May 2009 - May 2011
Texas Woman's University January 2008 - August 2008
Skills
Brix, SPSS, Public Speaking, PowerPoint, Outlook, Microsoft Excel, Access, Microsoft Word, Research, Customer Service, Sales, Microsoft Office, Editing, Social Media, Non-profits, Higher Education, Student Leadership, Volunteer Management, Dropbox
Education
Texas Woman's University 2007 — 2011
(BBA) - School of Management, Marketing
Tyler Junior College 2006 — 2007
Dual Credit Senior Classes, Honor High School Classes/Dual Credit College Basics
Lindale High School 2003 — 2007
High School Diploma, With Honors
Keith Kirven's First Southwest Company Experience August 2013 - Present
Job Assistant Vice President at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company August 2013 - Present
First Southwest Company August 2010 - August 2013
First Southwest Company July 2008 - August 2010
First Southwest Company January 2008 - July 2008
Skills
Investment Banking, Financial Analysis, Bonds, Finance, Credit, Credit Analysis, Financial Modeling, Analysis, Project Finance, Series 7, Microsoft Excel, Cash Flow, Economics, Public Finance, DBC, Project Management, Cross-functional Team..., Collaborative Problem...
Education
The University of Texas at Austin 2003 — 2008
Bachelor, Economics
First Southwest Company August 2013 - Present
First Southwest Company August 2010 - August 2013
First Southwest Company July 2008 - August 2010
First Southwest Company January 2008 - July 2008
Skills
Investment Banking, Financial Analysis, Bonds, Finance, Credit, Credit Analysis, Financial Modeling, Analysis, Project Finance, Series 7, Microsoft Excel, Cash Flow, Economics, Public Finance, DBC, Project Management, Cross-functional Team..., Collaborative Problem...
Education
The University of Texas at Austin 2003 — 2008
Bachelor, Economics
Robert Spoor's First Southwest Company Experience February 2013 - Present
Job Analyst at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company February 2013 - Present
Tufco Flooring LLC May 2011 - September 2011
Thomas More College August 2008 - May 2011
Skills
Research, Technology, Municipal Bonds, Public Finance, Investment Banking, Economic History, Modern French History, American Politics, American History, Automotive Engineering
Education
Thomas More College 2007 — 2011
Bachelor of Arts (B.A.), History, Political Science, 4.0
University of Cincinnati
First Southwest Company February 2013 - Present
Tufco Flooring LLC May 2011 - September 2011
Thomas More College August 2008 - May 2011
Skills
Research, Technology, Municipal Bonds, Public Finance, Investment Banking, Economic History, Modern French History, American Politics, American History, Automotive Engineering
Education
Thomas More College 2007 — 2011
Bachelor of Arts (B.A.), History, Political Science, 4.0
University of Cincinnati
Alexis Reece Alexis Reece's First Southwest Company Experience March 2011 - August 2013
Job at
Industry Insurance
Experience
HealthSmart Holdings August 2013 - Present
First Southwest Company March 2011 - August 2013
MBN Magazines August 2010 - December 2010
Skills
Health Insurance, Insurance, Process Improvement, Managed Care, Marketing Communications, Training, Microsoft Excel, Software Documentation, Microsoft Office, Leadership, Business Analysis, Team Building, Customer Service, Team Leadership, Proposal Writing
Education
University of North Texas 2005 — 2009
Bachelor of Arts (B.A.), Journalism
HealthSmart Holdings August 2013 - Present
First Southwest Company March 2011 - August 2013
MBN Magazines August 2010 - December 2010
Skills
Health Insurance, Insurance, Process Improvement, Managed Care, Marketing Communications, Training, Microsoft Excel, Software Documentation, Microsoft Office, Leadership, Business Analysis, Team Building, Customer Service, Team Leadership, Proposal Writing
Education
University of North Texas 2005 — 2009
Bachelor of Arts (B.A.), Journalism
Maya Fernandez Maya Fernandez's First Southwest Company Experience February 2005 - November 2007
Job Center Operations Director at Concentra
Industry Hospital & Health Care
Experience
Concentra June 2015 - Present
Newbury College August 2013 - June 2015
Tufts Medical Center December 2009 - January 2015
Tufts Medical Center January 2009 - December 2009
First Southwest Company February 2005 - November 2007
Skills
Hospitals, Process Improvement, Editing, Contract Negotiation, Healthcare, Outlook, Healthcare Management, PowerPoint, Microsoft Excel, Strategic Planning, Customer Service, Access, Business Process..., Medical Billing, Appointment Scheduling, Training, Project Management, Management, Budgets, Analysis, Policy, Data Analysis, Inpatient, Teaching, Public Speaking, Microsoft Office, Employee Relations, Performance Management, Pediatrics, Leadership
Education
University of Massachusetts Boston 2013 — 2013
Certificate, Project Management
University of Phoenix 2007 — 2008
MBA, Healthcare Management
The University of Texas at San Antonio 2000 — 2003
B.A., Criminal Justice & Business
Concentra June 2015 - Present
Newbury College August 2013 - June 2015
Tufts Medical Center December 2009 - January 2015
Tufts Medical Center January 2009 - December 2009
First Southwest Company February 2005 - November 2007
Skills
Hospitals, Process Improvement, Editing, Contract Negotiation, Healthcare, Outlook, Healthcare Management, PowerPoint, Microsoft Excel, Strategic Planning, Customer Service, Access, Business Process..., Medical Billing, Appointment Scheduling, Training, Project Management, Management, Budgets, Analysis, Policy, Data Analysis, Inpatient, Teaching, Public Speaking, Microsoft Office, Employee Relations, Performance Management, Pediatrics, Leadership
Education
University of Massachusetts Boston 2013 — 2013
Certificate, Project Management
University of Phoenix 2007 — 2008
MBA, Healthcare Management
The University of Texas at San Antonio 2000 — 2003
B.A., Criminal Justice & Business
Stacey Bald's First Southwest Company Experience July 2004 - November 2008
Job Investment Accountant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2011 - Present
ING Investment Management November 2008 - May 2011
First Southwest Company July 2004 - November 2008
CSC September 2001 - July 2004
Skills
Bloomberg, Securities, Investments, Financial Reporting, Fixed Income, Accounting, Fund Administration, Financial Statements, PeopleSoft, Microsoft Office, Municipal Bonds, Account Reconciliation, SS&C CAMRA System, Eagle Tecnology - WINGS, IDEAL, Organization, Reliability, Multi Tasking, Treasury, Bank Reconciliation
Education
University of Kentucky
Business Administration, Management and Operations
TIAA-CREF May 2011 - Present
ING Investment Management November 2008 - May 2011
First Southwest Company July 2004 - November 2008
CSC September 2001 - July 2004
Skills
Bloomberg, Securities, Investments, Financial Reporting, Fixed Income, Accounting, Fund Administration, Financial Statements, PeopleSoft, Microsoft Office, Municipal Bonds, Account Reconciliation, SS&C CAMRA System, Eagle Tecnology - WINGS, IDEAL, Organization, Reliability, Multi Tasking, Treasury, Bank Reconciliation
Education
University of Kentucky
Business Administration, Management and Operations
Karen Ledbetter Karen Ledbetter's First Southwest Company Experience November 2005 - October 2008
Job
Industry Executive Office
Experience
Currently Unemployed - Just relocated to Portland, OR Administrative AssistantHeritage Capital GroupMay 2011 - March 2015
First Southwest Company November 2005 - October 2008
McAngus, Goudelock & Courie June 2001 - September 2004
Skills
Research, PowerPoint, Writing, Problem Solving, Word, Excel, WordPerfect, Wordperfect, Microsoft Office, Office Management, Social Networking, Administrative..., Microsoft Word, Civil Litigation, Legal Research
Education
J.Y. Monk School of Real Estate 2004 — 2005
NC Real Estate License, Real Estate
University of North Carolina at Charlotte 1974 — 1975
Political Science
University of North Carolina at Charlotte 1974 — 1975
Currently Unemployed - Just relocated to Portland, OR Administrative AssistantHeritage Capital GroupMay 2011 - March 2015
First Southwest Company November 2005 - October 2008
McAngus, Goudelock & Courie June 2001 - September 2004
Skills
Research, PowerPoint, Writing, Problem Solving, Word, Excel, WordPerfect, Wordperfect, Microsoft Office, Office Management, Social Networking, Administrative..., Microsoft Word, Civil Litigation, Legal Research
Education
J.Y. Monk School of Real Estate 2004 — 2005
NC Real Estate License, Real Estate
University of North Carolina at Charlotte 1974 — 1975
Political Science
University of North Carolina at Charlotte 1974 — 1975
Merideth Murphey Merideth Murphey's First Southwest Company Experience August 2013 - Present
Job Compliance Associate at First Southwest Company
Industry Financial Services
Experience
First Southwest Company August 2013 - Present
Mosaic Sales Solutions October 2012 - March 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
AXA Advisors December 2010 - May 2012
Texas Tech Study August 2010 - December 2010
Texas Tech's Daily Toreador May 2010 - August 2010
Celestial Jets August 2009 - November 2009
Kennedy & Associates November 2008 - April 2009
Skills
Series 7, Series 63, Series 65, Spanish-speaking, Investments, Marketing, Public Relations, Retirement Planning, Advertising, Strategic Financial..., Financial Advisory, Budgets, Life Insurance, Financial Planners, Spanish, Entrepreneurship, PowerPoint, Training, Financial Modeling, Sales, Business Development, Time Management
Education
Texas Tech University 2006 — 2010
Bachelor of Arts, Public Relations, Business
First Southwest Company August 2013 - Present
Mosaic Sales Solutions October 2012 - March 2013
Ameriprise Financial Services, Inc. May 2012 - August 2012
AXA Advisors December 2010 - May 2012
Texas Tech Study August 2010 - December 2010
Texas Tech's Daily Toreador May 2010 - August 2010
Celestial Jets August 2009 - November 2009
Kennedy & Associates November 2008 - April 2009
Skills
Series 7, Series 63, Series 65, Spanish-speaking, Investments, Marketing, Public Relations, Retirement Planning, Advertising, Strategic Financial..., Financial Advisory, Budgets, Life Insurance, Financial Planners, Spanish, Entrepreneurship, PowerPoint, Training, Financial Modeling, Sales, Business Development, Time Management
Education
Texas Tech University 2006 — 2010
Bachelor of Arts, Public Relations, Business
Lindsay Willis Lindsay Willis's First Southwest Company Experience April 2006 - November 2008
Job Senior Financial Analyst at Raytheon
Industry Military
Experience
Raytheon June 2013 - Present
Raytheon September 2011 - June 2013
Raytheon December 2008 - September 2011
First Southwest Company April 2006 - November 2008
Skills
Management, Budget, Research, Strategic Planning, Financial Modeling, Forecasting, Analysis, Event Planning, Negotiation, Financial Analysis, Strategic Financial..., Program Management, Proposal Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, SAP, SAP BW, Contract Negotiation, Budgets, Data Analysis, Pricing
Education
University of North Texas 2002 — 2006
BBA, Management, Accounting, Economics
Texas Tech University 2001 — 2002
Pre-Veterinary Studies
Raytheon June 2013 - Present
Raytheon September 2011 - June 2013
Raytheon December 2008 - September 2011
First Southwest Company April 2006 - November 2008
Skills
Management, Budget, Research, Strategic Planning, Financial Modeling, Forecasting, Analysis, Event Planning, Negotiation, Financial Analysis, Strategic Financial..., Program Management, Proposal Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, SAP, SAP BW, Contract Negotiation, Budgets, Data Analysis, Pricing
Education
University of North Texas 2002 — 2006
BBA, Management, Accounting, Economics
Texas Tech University 2001 — 2002
Pre-Veterinary Studies
Marti Shew Marti Shew's First Southwest Company Experience June 2004 - Present
Job Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company June 2004 - Present
Skills
Municipal Bonds, Fixed Income, Valuation, Investments, Public Finance, Series 63, Investment Banking, Series 7, Bonds
Education
The University of Texas at Austin 1998 — 2002
BA Economics & Spanish, Minor Math
First Southwest Company June 2004 - Present
Skills
Municipal Bonds, Fixed Income, Valuation, Investments, Public Finance, Series 63, Investment Banking, Series 7, Bonds
Education
The University of Texas at Austin 1998 — 2002
BA Economics & Spanish, Minor Math
Janet Dougherty Janet Dougherty's First Southwest Company Experience July 2009 - Present
Job Administrative Assistant at First Southwest Company
Industry Accounting
Experience
First Southwest Company July 2009 - Present
Samaritan's Purse December 2008 - February 2009
Reznick Group February 2006 - June 2008
LarsonAllen September 2002 - February 2006
Bank of America January 1995 - May 2002
Education
University of North Carolina at Charlotte 1976 — 1982
Bachelors, Business Administration
First Southwest Company July 2009 - Present
Samaritan's Purse December 2008 - February 2009
Reznick Group February 2006 - June 2008
LarsonAllen September 2002 - February 2006
Bank of America January 1995 - May 2002
Education
University of North Carolina at Charlotte 1976 — 1982
Bachelors, Business Administration
DeDe DeStefano DeDe DeStefano's First Southwest Company Experience 1992 - 1996
Job Executive Director, Corporate Alliances at MD Anderson Cancer Center
Industry Hospital & Health Care
Experience
MD Anderson Cancer Center February 2013 - Present
MD Anderson Cancer Center March 2011 - Present
UT M.D. Anderson Cancer Center February 2010 - March 2011
MD Anderson Cancer Center March 2005 - February 2010
MD Anderson Cancer Center September 2002 - March 2005
Masterson Moreland Sauer Whisman 1992 - 1996
First Southwest Company 1992 - 1996
Skills
Cause Marketing, Crisis Communications, Media Relations, Strategic Communications, Newsletters, Public Relations, Press Releases, Editing, Social Media, Public Speaking, Web Content, Copywriting, Strategic Planning, Publications, Non-profits, Writing, Event Planning, Healthcare, Marketing Communications, Strategy, Leadership, Management, Nonprofits
Education
Texas State University-San Marcos 1989 — 1991
Journalism
Gonzales High School 1983 — 1986
MD Anderson Cancer Center February 2013 - Present
MD Anderson Cancer Center March 2011 - Present
UT M.D. Anderson Cancer Center February 2010 - March 2011
MD Anderson Cancer Center March 2005 - February 2010
MD Anderson Cancer Center September 2002 - March 2005
Masterson Moreland Sauer Whisman 1992 - 1996
First Southwest Company 1992 - 1996
Skills
Cause Marketing, Crisis Communications, Media Relations, Strategic Communications, Newsletters, Public Relations, Press Releases, Editing, Social Media, Public Speaking, Web Content, Copywriting, Strategic Planning, Publications, Non-profits, Writing, Event Planning, Healthcare, Marketing Communications, Strategy, Leadership, Management, Nonprofits
Education
Texas State University-San Marcos 1989 — 1991
Journalism
Gonzales High School 1983 — 1986
Jena Croxton, CPA's First Southwest Company Experience May 2011 - August 2011
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Montgomery Coscia Greilich LLP May 2012 - August 2012
First Southwest Company May 2011 - August 2011
Skills
GAAP, Accounting, Financial Analysis, Financial Reporting, CPA, Auditing, SEC filings, Internal Controls, Microsoft Excel, Tax, Tax Research, Financial Accounting, Corporate Tax, US GAAP, General Ledger, Partnership Taxation, Income Tax
Education
University of Oklahoma 2012 — 2013
Master of Accountancy, 3.90
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Marketing, 3.65
Deloitte September 2013 - Present
Montgomery Coscia Greilich LLP May 2012 - August 2012
First Southwest Company May 2011 - August 2011
Skills
GAAP, Accounting, Financial Analysis, Financial Reporting, CPA, Auditing, SEC filings, Internal Controls, Microsoft Excel, Tax, Tax Research, Financial Accounting, Corporate Tax, US GAAP, General Ledger, Partnership Taxation, Income Tax
Education
University of Oklahoma 2012 — 2013
Master of Accountancy, 3.90
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Marketing, 3.65
Michelle Renaye Anderson's First Southwest Company Experience May 2005 - September 2009
Job Conductor / Remote Locomotive Engineer at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad July 2013 - Present
Waste Management September 2009 - April 2013
First Southwest Company May 2005 - September 2009
ACSS November 2001 - May 2005
Potawatomi Hotel & Casino November 1996 - August 2001
Skills
Process Improvement, Human Resources, Outlook, Budgets, Organizational..., Microsoft Excel, Management, Administrative..., Training, Microsoft Word, PeopleSoft, Leadership, Software Documentation, Spreadsheets, PowerPoint, Accounts Payable, Accounts Receivable, Budget Management, Policy, Research, Access, Editing, Office Management..., Team Building, SharePoint, Troubleshooting, Calendaring, Organizational..., Administrative...
Education
University of the Incarnate Word 2015 — 2016
Certification, Risk Management / Facility Management, 4.0
University of Phoenix 2008 — 2010
Associate of Arts (AA), Business Administration, Management and Operations, 3.0
Union Pacific Railroad July 2013 - Present
Waste Management September 2009 - April 2013
First Southwest Company May 2005 - September 2009
ACSS November 2001 - May 2005
Potawatomi Hotel & Casino November 1996 - August 2001
Skills
Process Improvement, Human Resources, Outlook, Budgets, Organizational..., Microsoft Excel, Management, Administrative..., Training, Microsoft Word, PeopleSoft, Leadership, Software Documentation, Spreadsheets, PowerPoint, Accounts Payable, Accounts Receivable, Budget Management, Policy, Research, Access, Editing, Office Management..., Team Building, SharePoint, Troubleshooting, Calendaring, Organizational..., Administrative...
Education
University of the Incarnate Word 2015 — 2016
Certification, Risk Management / Facility Management, 4.0
University of Phoenix 2008 — 2010
Associate of Arts (AA), Business Administration, Management and Operations, 3.0
Jordan Legg Jordan Legg's First Southwest Company Experience May 2015 - Present
Job Summer Analyst at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company May 2015 - Present
Education
The University of Georgia 2012 — 2016
Bachelor of Arts (B.A.), Economics and Advertising, Rising Senior
First Southwest Company May 2015 - Present
Education
The University of Georgia 2012 — 2016
Bachelor of Arts (B.A.), Economics and Advertising, Rising Senior
Erica Foster Erica Foster's First Southwest Company Experience May 2008 - January 2010
Job Consultant at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte September 2015 - Present
Sense Corp July 2013 - September 2015
Sense Corp June 2014 - December 2014
Sense Corp November 2013 - June 2014
Sense Corp October 2013 - November 2013
Sense Corp August 2013 - September 2013
PulsePoint Group May 2012 - May 2013
Austin Film Festival January 2012 - May 2012
First Southwest Company May 2008 - January 2010
Skills
Social Media, Data Analysis, Change Management, Business Strategy, Business Intelligence, Social Media Marketing, Public Speaking, Editing, Prezi, Market Research, SQL, Microsoft Office
Education
The University of Texas at Austin 2009 — 2013
BBA, Management, Consulting and Change Management Track
Deloitte September 2015 - Present
Sense Corp July 2013 - September 2015
Sense Corp June 2014 - December 2014
Sense Corp November 2013 - June 2014
Sense Corp October 2013 - November 2013
Sense Corp August 2013 - September 2013
PulsePoint Group May 2012 - May 2013
Austin Film Festival January 2012 - May 2012
First Southwest Company May 2008 - January 2010
Skills
Social Media, Data Analysis, Change Management, Business Strategy, Business Intelligence, Social Media Marketing, Public Speaking, Editing, Prezi, Market Research, SQL, Microsoft Office
Education
The University of Texas at Austin 2009 — 2013
BBA, Management, Consulting and Change Management Track
Elizabeth Huffmaster Elizabeth Huffmaster's First Southwest Company Experience June 2010 - August 2013
Job Vice President Structured Finance at First Southwest Company
Industry Capital Markets
Experience
First Southwest Company June 2010 - August 2013
Cantor Fitzgerald June 2005 - March 2010
Northern Trust July 2002 - June 2005
Skills
Fixed Income, Equities, Securities, Trading, Structured Finance, Bloomberg, Capital Markets, Alternative Investments, Bonds, Derivatives, Financial Modeling, Hedge Funds, Investment Banking, Securities Lending, Series 7, Valuation
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
First Southwest Company June 2010 - August 2013
Cantor Fitzgerald June 2005 - March 2010
Northern Trust July 2002 - June 2005
Skills
Fixed Income, Equities, Securities, Trading, Structured Finance, Bloomberg, Capital Markets, Alternative Investments, Bonds, Derivatives, Financial Modeling, Hedge Funds, Investment Banking, Securities Lending, Series 7, Valuation
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
Rachel Fesko's First Southwest Company Experience September 2008 - April 2009
Job Executive Assistant at Deb Group
Industry Cosmetics
Experience
Deb Group June 2014 - September 2015
Rachel Fesko Photography January 2008 - May 2015
First Southwest Company September 2008 - April 2009
Living Way Foursquare Church January 2003 - September 2008
Starbucks October 1999 - July 2007
Skills
Weddings, Engagement, Portraits, Photography, Special Events, Wedding Photography, Headshots, Portrait Photography, Event Photography, Commercial Photography, Lifestyle Photography, Photos, Fine Art Photography, On Location, Event Management, Social Media Marketing, Event Planning, Customer Service, Sales
Education
Life Pacific College 2003 — 2007
BA, Counseling Psychology, 3.97
University of North Carolina at Charlotte
Master of Arts (MA), Business, Management, Marketing, and Related Support Services
Deb Group June 2014 - September 2015
Rachel Fesko Photography January 2008 - May 2015
First Southwest Company September 2008 - April 2009
Living Way Foursquare Church January 2003 - September 2008
Starbucks October 1999 - July 2007
Skills
Weddings, Engagement, Portraits, Photography, Special Events, Wedding Photography, Headshots, Portrait Photography, Event Photography, Commercial Photography, Lifestyle Photography, Photos, Fine Art Photography, On Location, Event Management, Social Media Marketing, Event Planning, Customer Service, Sales
Education
Life Pacific College 2003 — 2007
BA, Counseling Psychology, 3.97
University of North Carolina at Charlotte
Master of Arts (MA), Business, Management, Marketing, and Related Support Services
Jorja Williams Jorja Williams's First Southwest Company Experience March 2007 - Present
Job Paralegal at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company March 2007 - Present
Big Lots 1990 - 2004
Consolidated Stores 1990 - 2004
BIG LOTS STORES, INC 1990 - 2004
McCrory Stores March 1986 - November 1990
Jefferson's 1985 - 1986
Joske's September 1975 - June 1977
Foley's February 1972 - September 1975
Skills
Employee Relations, Investigations, Employment Law
Education
MacArthur High 1964 — 1968
The University of Texas at Austin
BBA, Marketing
First Southwest Company March 2007 - Present
Big Lots 1990 - 2004
Consolidated Stores 1990 - 2004
BIG LOTS STORES, INC 1990 - 2004
McCrory Stores March 1986 - November 1990
Jefferson's 1985 - 1986
Joske's September 1975 - June 1977
Foley's February 1972 - September 1975
Skills
Employee Relations, Investigations, Employment Law
Education
MacArthur High 1964 — 1968
The University of Texas at Austin
BBA, Marketing
Josh Dickerson, MBA Josh Dickerson, MBA's First Southwest Company Experience May 2013 - May 2015
Job AVP Senior Compliance Analyst FIU AML
Industry Financial Services
Experience
Citi May 2015 - Present
First Southwest Company May 2013 - May 2015
First Southwest Company April 2007 - May 2013
Skills
Equities, Financial Analysis, Fixed Income, Portfolio Management, Risk Management, Securities, Series 63, Series 7
Education
The University of Texas at Arlington - College of Business 2007 — 2011
MBA
University of Texas at Tyler 2000 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Citi May 2015 - Present
First Southwest Company May 2013 - May 2015
First Southwest Company April 2007 - May 2013
Skills
Equities, Financial Analysis, Fixed Income, Portfolio Management, Risk Management, Securities, Series 63, Series 7
Education
The University of Texas at Arlington - College of Business 2007 — 2011
MBA
University of Texas at Tyler 2000 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Scott McIntyre, CFA's First Southwest Company Experience June 1998 - Present
Job Senior Portfolio Manager at First Southwest Asset Management
Industry Investment Management
Experience
First Southwest Company June 1998 - Present
FirstSouthwest 1998 - Present
Patterson & Associates March 1994 - June 1998
Texas State Treasury August 1989 - February 1994
Guaranty Federal Savings Bank September 1987 - August 1989
Franklin Federal Bancorp June 1985 - August 1987
Education
Texas State University 1983 — 1985
BBA, Management
First Southwest Company June 1998 - Present
FirstSouthwest 1998 - Present
Patterson & Associates March 1994 - June 1998
Texas State Treasury August 1989 - February 1994
Guaranty Federal Savings Bank September 1987 - August 1989
Franklin Federal Bancorp June 1985 - August 1987
Education
Texas State University 1983 — 1985
BBA, Management
Sheryl Sears's First Southwest Company Experience March 2011 - May 2013
Job Assistant at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2015 - Present
Accounting Principals, Ajilon Professional Staffing, Parker + Lynch July 2014 - January 2015
Kforce June 2013 - July 2014
Kforce May 2013 - June 2013
First Southwest Company March 2011 - May 2013
ResidentCheck April 2009 - March 2011
Fein, Kaplan & Morales Law Firm August 2008 - April 2009
Skills
Microsoft Excel, Access, Customer Service, Outlook, Analysis, PowerPoint, Leadership, Human Resources, Strategic Planning, Microsoft Word, Microsoft Office, Financial Analysis, Project Management, CRM, Research, Administrative Office..., E-Verify, Onboarding, PeopleSoft, Background Checks, Fieldglass, Employee Benefits, Team Building, Recruiting, Peanuts, Sword Fighting, Disney
Education
University of Phoenix 2006 — 2010
Bachelor of Science, Psychology
Bishop Lynch High School
Houlihan Lokey February 2015 - Present
Accounting Principals, Ajilon Professional Staffing, Parker + Lynch July 2014 - January 2015
Kforce June 2013 - July 2014
Kforce May 2013 - June 2013
First Southwest Company March 2011 - May 2013
ResidentCheck April 2009 - March 2011
Fein, Kaplan & Morales Law Firm August 2008 - April 2009
Skills
Microsoft Excel, Access, Customer Service, Outlook, Analysis, PowerPoint, Leadership, Human Resources, Strategic Planning, Microsoft Word, Microsoft Office, Financial Analysis, Project Management, CRM, Research, Administrative Office..., E-Verify, Onboarding, PeopleSoft, Background Checks, Fieldglass, Employee Benefits, Team Building, Recruiting, Peanuts, Sword Fighting, Disney
Education
University of Phoenix 2006 — 2010
Bachelor of Science, Psychology
Bishop Lynch High School
Preston Morrow Preston Morrow's First Southwest Company Experience July 2013 - June 2015
Job Energy Analyst at ProStar Energy Services
Industry Oil & Energy
Experience
Pro-Star Energy Services June 2015 - Present
First Southwest Company July 2013 - June 2015
Skills
Microsoft Excel, Teamwork, Microsoft Word
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pro-Star Energy Services June 2015 - Present
First Southwest Company July 2013 - June 2015
Skills
Microsoft Excel, Teamwork, Microsoft Word
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Business Administration and Management, General
John Falke John Falke's First Southwest Company Experience June 2015 - August 2015
Job Student at The University of Texas at Austin
Industry Financial Services
Experience
First Southwest Company June 2015 - August 2015
Texas State Senate January 2015 - May 2015
BBA International Programs August 2014 - January 2015
Environmental Development Partners July 2014 - August 2014
Skills
Microsoft Office, Public Speaking, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Social Media, Spanish, Customer Service, Public Policy, Governmental Affairs, Municipal Bonds, Operating Budgets
Education
The University of Texas at Austin 2013 — 2017
Bachelor’s Degree, Business Honors and Supply Chain Management
First Southwest Company June 2015 - August 2015
Texas State Senate January 2015 - May 2015
BBA International Programs August 2014 - January 2015
Environmental Development Partners July 2014 - August 2014
Skills
Microsoft Office, Public Speaking, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Social Media, Spanish, Customer Service, Public Policy, Governmental Affairs, Municipal Bonds, Operating Budgets
Education
The University of Texas at Austin 2013 — 2017
Bachelor’s Degree, Business Honors and Supply Chain Management
Matthew P. Munns, MBA Matthew P. Munns, MBA's First Southwest Company Experience April 2011 - October 2011
Job Financial Analyst at Baylor Scott & White
Industry Financial Services
Experience
Baylor Scott & White September 2014 - Present
Citi June 2014 - September 2014
McKesson May 2013 - November 2013
Novation July 2012 - January 2013
Dallas Area Rapid Transit March 2012 - June 2012
First Southwest Company April 2011 - October 2011
Hospital Corporation of America November 2008 - October 2009
Jackson Hewitt February 2008 - May 2008
Texas Tech University January 2006 - January 2007
Barnes and Noble August 2000 - May 2002
Skills
Microsoft Excel, Analysis, Management, Financial Analysis, Finance, Budgets, Forecasting, Banking, Accounting, Auditing, Outlook, SAP, Project Management, Variance Analysis, Sarbanes-Oxley Act
Education
Texas Tech University
Master of Business Administration, Finance
Texas State University-San Marcos
BBA, Finance
Baylor Scott & White September 2014 - Present
Citi June 2014 - September 2014
McKesson May 2013 - November 2013
Novation July 2012 - January 2013
Dallas Area Rapid Transit March 2012 - June 2012
First Southwest Company April 2011 - October 2011
Hospital Corporation of America November 2008 - October 2009
Jackson Hewitt February 2008 - May 2008
Texas Tech University January 2006 - January 2007
Barnes and Noble August 2000 - May 2002
Skills
Microsoft Excel, Analysis, Management, Financial Analysis, Finance, Budgets, Forecasting, Banking, Accounting, Auditing, Outlook, SAP, Project Management, Variance Analysis, Sarbanes-Oxley Act
Education
Texas Tech University
Master of Business Administration, Finance
Texas State University-San Marcos
BBA, Finance
Kyle Bateman, CPA Kyle Bateman, CPA's First Southwest Company Experience June 2009 - August 2009
Job Analyst, Finance & Investments at TRT Holdings, Inc.
Industry Financial Services
Experience
TRT Holdings, Inc. August 2013 - Present
PTV Healthcare Capital September 2012 - July 2013
KPMG January 2012 - March 2012
Morgan Stanley Smith Barney September 2010 - July 2011
The University of Texas Integrative Biology Department June 2010 - August 2010
First Southwest Company June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Corporate Finance, Due Diligence, Accounting, Financial Accounting, Investments, Business Valuation, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
W.T. White High School 2004 — 2008
TRT Holdings, Inc. August 2013 - Present
PTV Healthcare Capital September 2012 - July 2013
KPMG January 2012 - March 2012
Morgan Stanley Smith Barney September 2010 - July 2011
The University of Texas Integrative Biology Department June 2010 - August 2010
First Southwest Company June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Corporate Finance, Due Diligence, Accounting, Financial Accounting, Investments, Business Valuation, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2013
Master in Professional Accounting, Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
W.T. White High School 2004 — 2008
Adam LanCarte's First Southwest Company Experience August 2012 - Present
Job Analyst
Industry Investment Banking
Experience
First Southwest Company August 2012 - Present
Armor Wealth Management June 2010 - December 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Finance, Finance and Accounting
First Southwest Company August 2012 - Present
Armor Wealth Management June 2010 - December 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Finance, Finance and Accounting
Ankur Soni's First Southwest Company Experience June 2011 - September 2012
Job Professional Services Business Analyst at Endeavor Commerce
Industry Information Technology and Services
Experience
Endeavor Commerce May 2014 - Present
Hatala Systems Group, Inc. April 2013 - April 2014
First Southwest Company June 2011 - September 2012
Arkansas Blue Cross Blue Shield May 2009 - June 2011
Skills
VB.NET, SQL Server Management..., C#, Business Analysis, MS Project, HTML, SQL, Visio, JavaScript, Microsoft SQL Server, .NET, SDLC, WPF, ASP.NET, Web Services, SSIS, XML, Databases, TFS, T-SQL, ASP, Agile Methodologies, iOS development, iPhone Application..., iOS, WPF Development, LINQ, Entity Framework, Xcode, iPad, PL/SQL, SOA, WCF, AJAX
Education
University of Arkansas at Little Rock 2005 — 2009
MIS, Business
Endeavor Commerce May 2014 - Present
Hatala Systems Group, Inc. April 2013 - April 2014
First Southwest Company June 2011 - September 2012
Arkansas Blue Cross Blue Shield May 2009 - June 2011
Skills
VB.NET, SQL Server Management..., C#, Business Analysis, MS Project, HTML, SQL, Visio, JavaScript, Microsoft SQL Server, .NET, SDLC, WPF, ASP.NET, Web Services, SSIS, XML, Databases, TFS, T-SQL, ASP, Agile Methodologies, iOS development, iPhone Application..., iOS, WPF Development, LINQ, Entity Framework, Xcode, iPad, PL/SQL, SOA, WCF, AJAX
Education
University of Arkansas at Little Rock 2005 — 2009
MIS, Business
Joseph Tumminello's First Southwest Company Experience June 2013 - August 2013
Job SIP at Institutional Property Advisors, a Marcus & Millichap Company
Industry Financial Services
Experience
Marcus & Millichap July 2015 - Present
Marcus & Millichap June 2014 - August 2014
First Southwest Company June 2013 - August 2013
Skills
Finance, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Real Estate, Financial Analysis, Teamwork
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Concentration in Real Estate
Jesuit High School 2007 — 2011
Marcus & Millichap July 2015 - Present
Marcus & Millichap June 2014 - August 2014
First Southwest Company June 2013 - August 2013
Skills
Finance, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Real Estate, Financial Analysis, Teamwork
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Concentration in Real Estate
Jesuit High School 2007 — 2011
Nicole M. Peters Nicole M. Peters's First Southwest Company Experience 1999 - 2003
Job Owner at Flourishes Upscale Boutique
Industry Real Estate
Experience
Flourishes Upscale Boutique January 2015 - Present
Scott Real Estate 2008 - Present
Gil Ramirez Homes 2003 - 2005
First Southwest Company 1999 - 2003
Skills
Real Estate, Residential Homes, Investment Properties, First Time Home Buyers, Relocation Buyers, Political Campaigns
Education
University of Oklahoma 1996 — 1999
BA, Anthropology
Flourishes Upscale Boutique January 2015 - Present
Scott Real Estate 2008 - Present
Gil Ramirez Homes 2003 - 2005
First Southwest Company 1999 - 2003
Skills
Real Estate, Residential Homes, Investment Properties, First Time Home Buyers, Relocation Buyers, Political Campaigns
Education
University of Oklahoma 1996 — 1999
BA, Anthropology
Christian J. Leveque Christian J. Leveque's First Southwest Company Experience June 2006 - June 2007
Job Municipal Trader, Vice President at First Tryon Securities
Industry Financial Services
Experience
First Tryon Securities September 2013 - Present
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan & Company, Inc. June 2008 - April 2012
First Southwest Company June 2006 - June 2007
Skills
Bloomberg, Series 7, Series 66, Chartered Financial..., Portfolio Management, Trading, Bonds, Credit, Fixed Income, Capital Markets, Investments, Asset Management, Financial Risk, Public Finance, Securities, Equities, Foreign Exchange
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
Rhodes College 2002 — 2006
B.A., Political Science, Business Administration
First Tryon Securities September 2013 - Present
Raymond James Financial Inc. April 2012 - June 2013
Morgan Keegan & Company, Inc. June 2008 - April 2012
First Southwest Company June 2006 - June 2007
Skills
Bloomberg, Series 7, Series 66, Chartered Financial..., Portfolio Management, Trading, Bonds, Credit, Fixed Income, Capital Markets, Investments, Asset Management, Financial Risk, Public Finance, Securities, Equities, Foreign Exchange
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
Rhodes College 2002 — 2006
B.A., Political Science, Business Administration
Jennifer S. Florence's First Southwest Company Experience June 2008 - September 2008
Job Office Administrator at Fragomen Worldwide
Industry Law Practice
Experience
Fragomen, Del Rey, Bernsen & Loewy September 2009 - Present
Baystate Business Brokers February 2009 - September 2009
First Southwest Company June 2008 - September 2008
Robert Half International December 2006 - June 2008
Team Enterprises September 2006 - January 2008
Skills
Lotus Notes, Microsoft Office, Quickbooks, Outlook, Management, Auditing, Administrative Work, Sales, Databases, Administrative..., Human Resources, Recruiting, Office Management, Finance, Payroll, QuickBooks, Customer Service, Microsoft Excel, Administration
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts, Communications/Criminal Justice
Fragomen, Del Rey, Bernsen & Loewy September 2009 - Present
Baystate Business Brokers February 2009 - September 2009
First Southwest Company June 2008 - September 2008
Robert Half International December 2006 - June 2008
Team Enterprises September 2006 - January 2008
Skills
Lotus Notes, Microsoft Office, Quickbooks, Outlook, Management, Auditing, Administrative Work, Sales, Databases, Administrative..., Human Resources, Recruiting, Office Management, Finance, Payroll, QuickBooks, Customer Service, Microsoft Excel, Administration
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts, Communications/Criminal Justice
Kevin Stief Kevin Stief's First Southwest Company Experience April 2006 - November 2013
Job Financial Analyst
Industry Hospital & Health Care
Experience
UMC Health System December 2013 - Present
First Southwest Company April 2006 - November 2013
Skills
Generally Accepted..., Financial Statements &..., Leadership & Team..., Financial Analysis, Statistical/Financial..., Financial Reporting, SQL Queries, Revenue and Expense..., Finance, Healthcare, EPSI, Kronos, Variance Analysis, Microsoft Excel, Microsoft Office, Highly detail oriented, Team-oriented, Project Management, Motivated self-starter, Strong work ethic, Client Service Oriented, Experienced Trainer, Experienced Speaker, Series 7, Series 63, Cost Control, Competitive Intelligence, Budget Development, Accounting, Cost per Unit Analysis, Revenue per Unit..., Financial Planning and...
Education
The University of Texas at Dallas - School of Management 2010 — 2012
Master of Science, Accounting
Texas Tech University - Rawls College of Business 2002 — 2005
BBA, Finance and Economics
UMC Health System December 2013 - Present
First Southwest Company April 2006 - November 2013
Skills
Generally Accepted..., Financial Statements &..., Leadership & Team..., Financial Analysis, Statistical/Financial..., Financial Reporting, SQL Queries, Revenue and Expense..., Finance, Healthcare, EPSI, Kronos, Variance Analysis, Microsoft Excel, Microsoft Office, Highly detail oriented, Team-oriented, Project Management, Motivated self-starter, Strong work ethic, Client Service Oriented, Experienced Trainer, Experienced Speaker, Series 7, Series 63, Cost Control, Competitive Intelligence, Budget Development, Accounting, Cost per Unit Analysis, Revenue per Unit..., Financial Planning and...
Education
The University of Texas at Dallas - School of Management 2010 — 2012
Master of Science, Accounting
Texas Tech University - Rawls College of Business 2002 — 2005
BBA, Finance and Economics
Kayla MacEwen Kayla MacEwen's First Southwest Company Experience August 2013 - Present
Job Vice President at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company August 2013 - Present
First Southwest Company June 2007 - Present
Education
University of Rhode Island - College of Business Administration
First Southwest Company August 2013 - Present
First Southwest Company June 2007 - Present
Education
University of Rhode Island - College of Business Administration
Jonathan Church Jonathan Church's First Southwest Company Experience January 2012 - Present
Job Associate Public Finance at First Southwest Company
Industry Banking
Experience
First Southwest Company January 2012 - Present
CHRISTUS Health December 2009 - January 2012
Memorial Hermann Healthcare System March 2006 - December 2009
University of Texas Medical Branch January 2005 - March 2006
University of Texas Medical Branch January 2004 - December 2004
Skills
Strategic Financial..., Long Range Planning, Financial Analysis, Financial Advisory, Hospitals, Credit & Debt Capacity, Capital Planning, Mergers & Acquisitions, Supply Chain Management
Education
Trinity University 1998 — 2002
M.S, Health Care Administration
Trinity University 1998 — 2002
B.S, Business Administration
First Southwest Company January 2012 - Present
CHRISTUS Health December 2009 - January 2012
Memorial Hermann Healthcare System March 2006 - December 2009
University of Texas Medical Branch January 2005 - March 2006
University of Texas Medical Branch January 2004 - December 2004
Skills
Strategic Financial..., Long Range Planning, Financial Analysis, Financial Advisory, Hospitals, Credit & Debt Capacity, Capital Planning, Mergers & Acquisitions, Supply Chain Management
Education
Trinity University 1998 — 2002
M.S, Health Care Administration
Trinity University 1998 — 2002
B.S, Business Administration
Amy Chinchilla's First Southwest Company Experience January 2007 - March 2008
Job Operations & Financial Administrator at Sogeti
Industry Information Technology and Services
Experience
Sogeti March 2008 - Present
First Southwest Company January 2007 - March 2008
Choice Homes 2001 - 2006
Nursefinders, Inc. August 2000 - August 2001
Skills
Microsoft Office, PowerPoint, Proposal Writing, Microsoft Excel, Outlook, Microsoft Word, Software Documentation, Access, Analysis, Business Intelligence, Customer Service
Education
The University of Texas at Arlington 1995 — 2002
Bachelor of Arts, English
The University of Texas at Arlington 1995 — 2000
Bachelor's degree, English Language and Literature/Letters
Sogeti March 2008 - Present
First Southwest Company January 2007 - March 2008
Choice Homes 2001 - 2006
Nursefinders, Inc. August 2000 - August 2001
Skills
Microsoft Office, PowerPoint, Proposal Writing, Microsoft Excel, Outlook, Microsoft Word, Software Documentation, Access, Analysis, Business Intelligence, Customer Service
Education
The University of Texas at Arlington 1995 — 2002
Bachelor of Arts, English
The University of Texas at Arlington 1995 — 2000
Bachelor's degree, English Language and Literature/Letters
Joseph Hahm's First Southwest Company Experience May 2012 - Present
Job Compliance Officer at First Southwest Company
Industry Financial Services
Experience
First Southwest Company May 2012 - Present
Capital Institutional Services January 2011 - May 2012
Assent Trading April 2009 - February 2010
NEXT Financial Group June 2006 - December 2008
Kershner Trading Group May 2005 - April 2006
Skills
Series 7, Series 63, Series 24, Equity Trading, Securities, FINRA, Trading, Options, Mutual Funds, Electronic Trading, Fixed Income, Capital Markets, Trading Systems, Proprietary Trading, Investment Banking, Uniform Combined State..., Structured Products, Financial Services, Equities, AML
Education
The University of Texas at Austin 1999 — 2004
First Southwest Company May 2012 - Present
Capital Institutional Services January 2011 - May 2012
Assent Trading April 2009 - February 2010
NEXT Financial Group June 2006 - December 2008
Kershner Trading Group May 2005 - April 2006
Skills
Series 7, Series 63, Series 24, Equity Trading, Securities, FINRA, Trading, Options, Mutual Funds, Electronic Trading, Fixed Income, Capital Markets, Trading Systems, Proprietary Trading, Investment Banking, Uniform Combined State..., Structured Products, Financial Services, Equities, AML
Education
The University of Texas at Austin 1999 — 2004
Ed Stull's First Southwest Company Experience 2001 - Present
Job Managing Director at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company 2001 - Present
Hanifen Imhoff 1998 - 2001
SunTrust Bank 1988 - 1998
Skills
Investment Banking, Capital Markets, Series 7, Fixed Income, Bonds, Financial Analysis, Credit Analysis, Relationship Management, Sales Management, New Business Development, Series 53, Portfolio Management, Investments, Financial Services, Finance, Banking, Financial Modeling, Credit
Education
University of Florida 1982 — 1986
BSBA, Finance
First Southwest Company 2001 - Present
Hanifen Imhoff 1998 - 2001
SunTrust Bank 1988 - 1998
Skills
Investment Banking, Capital Markets, Series 7, Fixed Income, Bonds, Financial Analysis, Credit Analysis, Relationship Management, Sales Management, New Business Development, Series 53, Portfolio Management, Investments, Financial Services, Finance, Banking, Financial Modeling, Credit
Education
University of Florida 1982 — 1986
BSBA, Finance
Holly Hasty, CSCP's First Southwest Company Experience May 2012 - October 2014
Job Director, Regulatory & Risk, Global Compliance Program Office, MoneyGram International
Industry Financial Services
Experience
MoneyGram International October 2014 - Present
First Southwest Company May 2012 - October 2014
Penson Financial Services May 2011 - May 2012
Penson Financial Services July 2009 - May 2011
Penson Financial Services August 2008 - July 2009
First Southwest Company December 1999 - August 2008
Skills
Series 7, Securities, FINRA, Equities
Education
University of Mississippi 1996 — 1997
MBA, Finance
University of Mississippi - School of Business Administration 1993 — 1997
Master of Business Administration (M.B.A.)
MoneyGram International October 2014 - Present
First Southwest Company May 2012 - October 2014
Penson Financial Services May 2011 - May 2012
Penson Financial Services July 2009 - May 2011
Penson Financial Services August 2008 - July 2009
First Southwest Company December 1999 - August 2008
Skills
Series 7, Securities, FINRA, Equities
Education
University of Mississippi 1996 — 1997
MBA, Finance
University of Mississippi - School of Business Administration 1993 — 1997
Master of Business Administration (M.B.A.)
Christine Crotwell's First Southwest Company Experience 2006 - Present
Job Assistant Vice President at First Southwest Compnay
Industry Financial Services
Experience
First Southwest Company 2006 - Present
Skills
Financial Modeling, Series 7
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
First Southwest Company 2006 - Present
Skills
Financial Modeling, Series 7
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
Randy Moshier's First Southwest Company Experience July 2009 - Present
Job Analyst at FirstSouthwest
Industry Investment Banking
Experience
First Southwest Company July 2009 - Present
Naman, Howell, Smith & Lee July 2008 - August 2008
Strasburger & Price, LLP May 2008 - July 2008
Education
The University of Texas School of Law 2006 — 2009
J.D.
Texas State University 2004 — 2006
MBA, Business Administration
Texas State University 2001 — 2004
BA, Political Science
High School
First Southwest Company July 2009 - Present
Naman, Howell, Smith & Lee July 2008 - August 2008
Strasburger & Price, LLP May 2008 - July 2008
Education
The University of Texas School of Law 2006 — 2009
J.D.
Texas State University 2004 — 2006
MBA, Business Administration
Texas State University 2001 — 2004
BA, Political Science
High School
Shawn McFerrin's First Southwest Company Experience October 2010 - February 2011
Job Senior C# Application Developer
Industry Computer Software
Experience
Adelphoi October 2012 - January 2014
Maxim Healthcare Services October 2011 - October 2012
PrintPlace.com March 2011 - October 2011
First Southwest Company October 2010 - February 2011
CB Richard Ellis March 2007 - April 2010
Fastsigns October 2005 - November 2006
Minutemenu.com June 2003 - September 2005
Storelogix.com January 2001 - February 2002
MCI November 1996 - December 2000
Alcatel April 1995 - April 1996
Skills
.NET, SDLC, SharePoint, ASP.NET, Microsoft SQL Server, SQL, Scrum, Web Development, HTML
Education
The University of Texas at Dallas 1998 — 2001
BSCS, Computer Science
Adelphoi October 2012 - January 2014
Maxim Healthcare Services October 2011 - October 2012
PrintPlace.com March 2011 - October 2011
First Southwest Company October 2010 - February 2011
CB Richard Ellis March 2007 - April 2010
Fastsigns October 2005 - November 2006
Minutemenu.com June 2003 - September 2005
Storelogix.com January 2001 - February 2002
MCI November 1996 - December 2000
Alcatel April 1995 - April 1996
Skills
.NET, SDLC, SharePoint, ASP.NET, Microsoft SQL Server, SQL, Scrum, Web Development, HTML
Education
The University of Texas at Dallas 1998 — 2001
BSCS, Computer Science
Chris W. Allen's First Southwest Company Experience July 2009 - Present
Job Senior Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company July 2009 - Present
Public Financial Management September 1996 - July 2009
Municipal Advisory Council of Texas June 1993 - September 1996
Skills
Financial Modeling, Capital Markets, Fixed Income, Financial Analysis, Investment Banking, Bonds, Portfolio Management, Series 7, Investments, Valuation, Credit Analysis, Securities, Due Diligence, Alternative Investments, Asset Managment, Series 63, Equities, Hedge Funds, Bloomberg, Derivatives, Asset Management, Private Equity, Public Finance
Education
Texas State University 1989 — 1993
BBA, Accounting
First Southwest Company July 2009 - Present
Public Financial Management September 1996 - July 2009
Municipal Advisory Council of Texas June 1993 - September 1996
Skills
Financial Modeling, Capital Markets, Fixed Income, Financial Analysis, Investment Banking, Bonds, Portfolio Management, Series 7, Investments, Valuation, Credit Analysis, Securities, Due Diligence, Alternative Investments, Asset Managment, Series 63, Equities, Hedge Funds, Bloomberg, Derivatives, Asset Management, Private Equity, Public Finance
Education
Texas State University 1989 — 1993
BBA, Accounting
Eric Blomquist's First Southwest Company Experience September 2012 - September 2015
Job at Absolute Bearing
Industry Construction
Experience
Absolute Bearing September 2015 - Present
First Southwest Company September 2012 - September 2015
Penson Financial Services January 2009 - June 2012
Penson Financial Services July 1998 - December 2008
Mary Kay Inc. January 1997 - June 1998
Skills
Trading Systems, Back Office, Integration, Options, Securities, SDLC, Team Building, Business Analysis, Microsoft Excel, Quality Assurance, Operations Management, Databases, SQL, Business Relationship..., Customer Service, Electronic Trading, Banking, Financial Markets, Financial Services, Equities, Strategic Planning, Relationship Management, Series 7, Series 24
Education
University of Oklahoma - Price College of Business 1989 — 1995
BBA, MIS/Marketing
Absolute Bearing September 2015 - Present
First Southwest Company September 2012 - September 2015
Penson Financial Services January 2009 - June 2012
Penson Financial Services July 1998 - December 2008
Mary Kay Inc. January 1997 - June 1998
Skills
Trading Systems, Back Office, Integration, Options, Securities, SDLC, Team Building, Business Analysis, Microsoft Excel, Quality Assurance, Operations Management, Databases, SQL, Business Relationship..., Customer Service, Electronic Trading, Banking, Financial Markets, Financial Services, Equities, Strategic Planning, Relationship Management, Series 7, Series 24
Education
University of Oklahoma - Price College of Business 1989 — 1995
BBA, MIS/Marketing
Gene Palma's First Southwest Company Experience Sr VPGoldman Sachs1979 - 1989
Job Sr VP at First Southwest Company
Industry Facilities Services
Experience
First Southwest Company Sr VPGoldman Sachs1979 - 1989
Education
University of Cincinnati 1967 — 1971
BS, Mathmatics
First Southwest Company Sr VPGoldman Sachs1979 - 1989
Education
University of Cincinnati 1967 — 1971
BS, Mathmatics
Lee Donner's First Southwest Company Experience Managing DirectorFirst Southwest CompanyJuly 1999 - Present
Job Managing Director at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company Managing DirectorFirst Southwest CompanyJuly 1999 - Present
Everan Securities July 1996 - July 1999
Principal Financial Group 1994 - 1996
Llama Company 1989 - 1994
Rauscher Pierce Refnes in Dallas 1984 - 1989
Skills
ABS, Asset Management, Banking, Bonds, Budgets, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Services, Alternative Investments, Financial Structuring, Fixed Income, Investment Banking, Investments, Loans, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Securities, Securitization, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Structured Products, Valuation, Equities
Education
The University of Texas at Arlington 1968 — 1974
Bachelors, English Literature/Chemistry
First Southwest Company Managing DirectorFirst Southwest CompanyJuly 1999 - Present
Everan Securities July 1996 - July 1999
Principal Financial Group 1994 - 1996
Llama Company 1989 - 1994
Rauscher Pierce Refnes in Dallas 1984 - 1989
Skills
ABS, Asset Management, Banking, Bonds, Budgets, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Services, Alternative Investments, Financial Structuring, Fixed Income, Investment Banking, Investments, Loans, Management, Mergers & Acquisitions, Portfolio Management, Public Speaking, Risk Management, Securities, Securitization, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Structured Products, Valuation, Equities
Education
The University of Texas at Arlington 1968 — 1974
Bachelors, English Literature/Chemistry
Brian Whitworth's First Southwest Company Experience 2009 - Present
Job Senior Vice President at First Southwest Company
Industry Financial Services
Experience
First Southwest Company 2009 - Present
JPMorgan 2003 - 2008
FinancialPatents 2000 - 2006
Marsh McLennan 1993 - 1999
Jardine Matheson/AON 1988 - 1993
Skills
Capital Markets, Risk Management, Valuation, Derivatives, Portfolio Management, Analysis, Bonds, Finance, Financial Modeling, Series 7, Securities, Insurance, Leadership, Patents, Mergers & Acquisitions, Project Management, Pensions, Investments, Fixed Income
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
The University of Chicago 1981 — 1985
BA, Physics
First Southwest Company 2009 - Present
JPMorgan 2003 - 2008
FinancialPatents 2000 - 2006
Marsh McLennan 1993 - 1999
Jardine Matheson/AON 1988 - 1993
Skills
Capital Markets, Risk Management, Valuation, Derivatives, Portfolio Management, Analysis, Bonds, Finance, Financial Modeling, Series 7, Securities, Insurance, Leadership, Patents, Mergers & Acquisitions, Project Management, Pensions, Investments, Fixed Income
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
The University of Chicago 1981 — 1985
BA, Physics
BJ Abraham's First Southwest Company Experience January 2007 - April 2007
Job Vice President Finance at Regency PostAcute Healthcare System, Inc.
Industry Financial Services
Experience
Regency Post-Acute Healthcare System, Inc. May 2013 - Present
CB Capital Markets October 2009 - April 2013
Stanford Group Company April 2007 - April 2009
First Southwest Company January 2007 - April 2007
Stanford Group Company June 1998 - January 2007
Skills
Financial Modeling, Internal Audit, Forecasting, Series 7, Financial Analysis, Strategy, Leadership, Corporate Finance, Accounting, Business Process, CPA, Budgets, Finance, Financial Reporting, Management, Business Analysis, Team Building, Strategic Planning, ERP, Analysis
Education
University of Houston-Victoria 2010 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
University of St. Thomas (TX) 1989 — 1991
BBA, Accounting
Regency Post-Acute Healthcare System, Inc. May 2013 - Present
CB Capital Markets October 2009 - April 2013
Stanford Group Company April 2007 - April 2009
First Southwest Company January 2007 - April 2007
Stanford Group Company June 1998 - January 2007
Skills
Financial Modeling, Internal Audit, Forecasting, Series 7, Financial Analysis, Strategy, Leadership, Corporate Finance, Accounting, Business Process, CPA, Budgets, Finance, Financial Reporting, Management, Business Analysis, Team Building, Strategic Planning, ERP, Analysis
Education
University of Houston-Victoria 2010 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
University of St. Thomas (TX) 1989 — 1991
BBA, Accounting
Nora Wittstruck's First Southwest Company Experience August 2006 - March 2009
Job Bond Development Specialist at Florida Division of Bond Finance
Industry Government Administration
Experience
Florida Division of Bond Finance July 2011 - Present
Moody's Investors Service August 2009 - March 2011
First Southwest Company August 2006 - March 2009
Moody's Investors Service January 2002 - August 2006
City of Richardson January 1999 - December 2001
Skills
Finance, Credit Analysis, Municipal Bonds, Local Government Finance, Financial Analysis, Budgets, Microsoft Office, DBC Finance, Fixed Income, Municipalities, Bloomberg, Investments, Budget and Revenue..., Public Speaking, Peer Mentoring, Legal Documents
Education
University of North Texas 1997 — 1999
MPA, Public Administration
Truman State University 1992 — 1996
Bachelor of Arts, Political Science
Hickman High School 1988 — 1992
Diploma
Florida Division of Bond Finance July 2011 - Present
Moody's Investors Service August 2009 - March 2011
First Southwest Company August 2006 - March 2009
Moody's Investors Service January 2002 - August 2006
City of Richardson January 1999 - December 2001
Skills
Finance, Credit Analysis, Municipal Bonds, Local Government Finance, Financial Analysis, Budgets, Microsoft Office, DBC Finance, Fixed Income, Municipalities, Bloomberg, Investments, Budget and Revenue..., Public Speaking, Peer Mentoring, Legal Documents
Education
University of North Texas 1997 — 1999
MPA, Public Administration
Truman State University 1992 — 1996
Bachelor of Arts, Political Science
Hickman High School 1988 — 1992
Diploma
Sheryl E Dial's First Southwest Company Experience April 2011 - March 2015
Job Sales Assistant at KR Wealth Management, LLC
Industry Financial Services
Experience
First Southwest Company April 2011 - March 2015
DHKG, a 501(c)3 Craft Guild June 2009 - June 2011
1st Global March 2010 - February 2011
UBS Financial Services Inc May 2007 - March 2009
Smith Barney September 2002 - May 2007
Morgan Stanley March 2000 - September 2002
Merrill Lynch April 1994 - March 2000
Skills
Series 7, Asset Management, Budgets, CRM, Due Diligence, Equities, FINRA, Finance, Financial Modeling, Financial Services, Fixed Income, Investments, Marketing, Mergers, Microsoft Excel, Mutual Funds, Options, Program Management, Public Speaking, Retirement, Securities, Series 24, Series 63, Trading, Valuation, Wealth Management
Education
The University of Texas at Austin 1973 — 1977
Textiles
Skyline High School 1970 — 1973
General, General
First Southwest Company April 2011 - March 2015
DHKG, a 501(c)3 Craft Guild June 2009 - June 2011
1st Global March 2010 - February 2011
UBS Financial Services Inc May 2007 - March 2009
Smith Barney September 2002 - May 2007
Morgan Stanley March 2000 - September 2002
Merrill Lynch April 1994 - March 2000
Skills
Series 7, Asset Management, Budgets, CRM, Due Diligence, Equities, FINRA, Finance, Financial Modeling, Financial Services, Fixed Income, Investments, Marketing, Mergers, Microsoft Excel, Mutual Funds, Options, Program Management, Public Speaking, Retirement, Securities, Series 24, Series 63, Trading, Valuation, Wealth Management
Education
The University of Texas at Austin 1973 — 1977
Textiles
Skyline High School 1970 — 1973
General, General
Jeff Garland's First Southwest Company Experience August 1996 - November 2008
Job Managing Director at Specialized Public Finance Inc.
Industry Capital Markets
Experience
Specialized Public Finance Inc. November 2008 - Present
First Southwest Company August 1996 - November 2008
Skills
Capital Markets, Public Finance, Financial Advisory, Investment Banking, Fixed Income, Financial Modeling, Bloomberg, Financial Analysis, Municipal Bonds, Debt Restructuring, Public-private..., Bond Pricing
Education
The University of Texas at Austin 1991 — 1995
BBA, Finance
Specialized Public Finance Inc. November 2008 - Present
First Southwest Company August 1996 - November 2008
Skills
Capital Markets, Public Finance, Financial Advisory, Investment Banking, Fixed Income, Financial Modeling, Bloomberg, Financial Analysis, Municipal Bonds, Debt Restructuring, Public-private..., Bond Pricing
Education
The University of Texas at Austin 1991 — 1995
BBA, Finance
Drew Vetter, CAIA's First Southwest Company Experience June 2007 - July 2009
Job AVP Middle Office Rates at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo March 2014 - Present
Credit Suisse January 2013 - February 2014
Credit Suisse November 2009 - December 2012
First Southwest Company June 2007 - July 2009
Vanguard January 2005 - January 2006
Skills
Bloomberg, Derivatives, Fixed Income, Hedge Funds, Structured Products, Swaps, Investments, Credit Risk, Risk Management, Fund Of Funds, Capital Markets, Credit Derivatives, Interest Rate..., Bonds, Financial Markets, Market Risk, Alternative Investments, Structured Finance, Credit Analysis, Counterparty Risk, Quantitative Finance, Due Diligence, Trading, Equity Derivatives, Valuation
Education
University of North Carolina at Charlotte 2006 — 2007
Master of Science, Mathematical Finance
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Finance
Myers Park H.S.
UNIVERSITY OF SWANSEA AT WALES
Wells Fargo March 2014 - Present
Credit Suisse January 2013 - February 2014
Credit Suisse November 2009 - December 2012
First Southwest Company June 2007 - July 2009
Vanguard January 2005 - January 2006
Skills
Bloomberg, Derivatives, Fixed Income, Hedge Funds, Structured Products, Swaps, Investments, Credit Risk, Risk Management, Fund Of Funds, Capital Markets, Credit Derivatives, Interest Rate..., Bonds, Financial Markets, Market Risk, Alternative Investments, Structured Finance, Credit Analysis, Counterparty Risk, Quantitative Finance, Due Diligence, Trading, Equity Derivatives, Valuation
Education
University of North Carolina at Charlotte 2006 — 2007
Master of Science, Mathematical Finance
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Finance
Myers Park H.S.
UNIVERSITY OF SWANSEA AT WALES
Donald Foley, Jr.'s First Southwest Company Experience October 2005 - June 2009
Job Chief Compliance Officer, Hilltop Holdings Inc.
Industry Financial Services
Experience
Hilltop Holdings April 2015 - Present
PlainsCapital Bank June 2009 - Present
First Southwest Company October 2005 - June 2009
J.B. Hanauer and Company October 2002 - October 2005
UBS May 1998 - October 2002
Skills
Bank Secrecy Act, AML, Due Diligence, KYC, Fraud, Series 7, Series 24, Series 53, Series 66, Series 4, Risk Management, Capital Markets, Securities, Risk Assessment, Financial Services, Community Reinvestment..., Fair Lending Compliance, Auditing, Banking, FINRA, Internal Audit, Investments, Loans, OFAC, Uniform Combined State...
Education
University of Oklahoma
Hilltop Holdings April 2015 - Present
PlainsCapital Bank June 2009 - Present
First Southwest Company October 2005 - June 2009
J.B. Hanauer and Company October 2002 - October 2005
UBS May 1998 - October 2002
Skills
Bank Secrecy Act, AML, Due Diligence, KYC, Fraud, Series 7, Series 24, Series 53, Series 66, Series 4, Risk Management, Capital Markets, Securities, Risk Assessment, Financial Services, Community Reinvestment..., Fair Lending Compliance, Auditing, Banking, FINRA, Internal Audit, Investments, Loans, OFAC, Uniform Combined State...
Education
University of Oklahoma
Roxanne Arambula's First Southwest Company Experience February 2006 - October 2008
Job AML Manager at Apex Clearing
Industry Financial Services
Experience
Apex Clearing October 2008 - Present
First Southwest Company February 2006 - October 2008
Chase Bank June 2005 - February 2006
Americo Financial Life and Annuity January 2001 - July 2003
Education
The University of Texas at Arlington - College of Business
International Business
Apex Clearing October 2008 - Present
First Southwest Company February 2006 - October 2008
Chase Bank June 2005 - February 2006
Americo Financial Life and Annuity January 2001 - July 2003
Education
The University of Texas at Arlington - College of Business
International Business
Jerry Warren's First Southwest Company Experience 1996 - 2004
Job Director Electric Utility Department at City of Winter Park
Industry Government Administration
Experience
City of Winter Park October 2007 - Present
G. E. Warren & Associates April 2004 - Present
First Southwest Company 1996 - 2004
Resource Management International 1989 - 1996
Skills
Renewable Energy, Demand Response, Nonprofits, Project Management, Public Speaking, Energy, Program Management, Strategic Planning, Government, Contract Negotiation, Leadership, Contract Management, Management, Natural Gas, Negotiation, Team Building, Project Planning, Electric Power, Budgets, Sustainability, Engineering
Education
University of Florida 1968 — 1972
BSEE, Power Engineering
City of Winter Park October 2007 - Present
G. E. Warren & Associates April 2004 - Present
First Southwest Company 1996 - 2004
Resource Management International 1989 - 1996
Skills
Renewable Energy, Demand Response, Nonprofits, Project Management, Public Speaking, Energy, Program Management, Strategic Planning, Government, Contract Negotiation, Leadership, Contract Management, Management, Natural Gas, Negotiation, Team Building, Project Planning, Electric Power, Budgets, Sustainability, Engineering
Education
University of Florida 1968 — 1972
BSEE, Power Engineering
Amy Shanahan's First Southwest Company Experience 1994 - September 2002
Job Manager at Causey Demgen & Moore Inc.
Industry Accounting
Experience
Causey Demgen & Moore Inc. September 2002 - Present
First Southwest Company 1994 - September 2002
Fuller Companies 1988 - 1994
Education
The University of Texas at Dallas 1998 — 1999
(Pursued Masters), Accounting
Texas Tech University 1986 — 1991
B.S., Accounting
Causey Demgen & Moore Inc. September 2002 - Present
First Southwest Company 1994 - September 2002
Fuller Companies 1988 - 1994
Education
The University of Texas at Dallas 1998 — 1999
(Pursued Masters), Accounting
Texas Tech University 1986 — 1991
B.S., Accounting
Randy Moshier's First Southwest Company Experience July 2009 - May 2012
Job Vice President Capital Markets at Frost Bank
Industry Financial Services
Experience
Frost Bank May 2012 - Present
First Southwest Company July 2009 - May 2012
Education
The University of Texas School of Law 2006 — 2009
Doctor of Law (J.D.)
Texas State University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas State University 2001 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Frost Bank May 2012 - Present
First Southwest Company July 2009 - May 2012
Education
The University of Texas School of Law 2006 — 2009
Doctor of Law (J.D.)
Texas State University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas State University 2001 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Gene Palma's First Southwest Company Experience January 1992 - Present
Job Sr VP at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company January 1992 - Present
Goldman Sachs 1979 - 1989
Skills
Fixed Income, Series 7, Series 63, Bonds, Bloomberg, Capital Markets, Trading, Alternative Investments, Asset Management, Derivatives, Electronic Trading, Equities, FINRA, Financial Modeling, Investment Banking, Portfolio Management, Securities, Series 24, Investments, Equity Trading, Hedge Funds, Mutual Funds, Options
Education
University of Cincinnati 1967 — 1971
BS, Mathematics
First Southwest Company January 1992 - Present
Goldman Sachs 1979 - 1989
Skills
Fixed Income, Series 7, Series 63, Bonds, Bloomberg, Capital Markets, Trading, Alternative Investments, Asset Management, Derivatives, Electronic Trading, Equities, FINRA, Financial Modeling, Investment Banking, Portfolio Management, Securities, Series 24, Investments, Equity Trading, Hedge Funds, Mutual Funds, Options
Education
University of Cincinnati 1967 — 1971
BS, Mathematics
Tina Arias Peterman's First Southwest Company Experience March 2014 - Present
Job Senior Vice President at First Southwest Company
Industry Banking
Experience
First Southwest Company March 2014 - Present
RBC Capital Markets January 2013 - February 2014
Primerica Financial Services February 2011 - January 2013
J.P. Morgan June 1995 - February 2011
Skills
Financial Analysis, Investments, Investment Banking, Term Life Insurance, Retirement Planning, Finance, Capital Markets, Credit, Leadership, Small Business, 401k, Structured Finance, Program Management, IRAs, Mutual Funds, Securities, Series 7, Asset Management, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Modeling
Education
Trinity University
Bachelor of Science (B.S.), Business Administration and Management, General
First Southwest Company March 2014 - Present
RBC Capital Markets January 2013 - February 2014
Primerica Financial Services February 2011 - January 2013
J.P. Morgan June 1995 - February 2011
Skills
Financial Analysis, Investments, Investment Banking, Term Life Insurance, Retirement Planning, Finance, Capital Markets, Credit, Leadership, Small Business, 401k, Structured Finance, Program Management, IRAs, Mutual Funds, Securities, Series 7, Asset Management, Wealth Management, Series 63, Portfolio Management, Asset Allocation, Strategic Financial..., Alternative Investments, Financial Modeling
Education
Trinity University
Bachelor of Science (B.S.), Business Administration and Management, General
Andrew Mazlin's First Southwest Company Experience 2010 - Present
Job Analyst at First Southwest
Industry Investment Banking
Experience
First Southwest Company 2010 - Present
Solar-Blue 2009 - 2010
University of Michigan Varsity Tennis Team 2005 - 2009
Skills
Financial Modeling, Valuation, Capital Markets, Fixed Income, Equities, Alternative Investments, Data Analysis, Hedge Funds, Investment Banking, Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office, Bloomberg, Marketing, PowerPoint, Public Speaking
Education
University of Michigan 2005 — 2009
B.A., Economics
First Southwest Company 2010 - Present
Solar-Blue 2009 - 2010
University of Michigan Varsity Tennis Team 2005 - 2009
Skills
Financial Modeling, Valuation, Capital Markets, Fixed Income, Equities, Alternative Investments, Data Analysis, Hedge Funds, Investment Banking, Management, Microsoft Excel, Social Media, Financial Analysis, Microsoft Office, Bloomberg, Marketing, PowerPoint, Public Speaking
Education
University of Michigan 2005 — 2009
B.A., Economics
Brandon Newman's First Southwest Company Experience March 2009 - December 2010
Job Business Operations Analyst at Caris Life Sciences
Industry Investment Banking
Experience
Caris Life Sciences June 2015 - Present
JPMorgan Chase August 2014 - June 2015
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase February 2013 - February 2014
JP Morgan December 2010 - January 2013
First Southwest Company March 2009 - December 2010
Skills
Microsoft Excel, Business Analysis, Finance, Equities, Securities, Visual Basic, Fixed Income, Derivatives, Strategy, Unix, JavaScript, Oracle SQL Developer, Autosys, Pentaho, FitNesse, Agile Methodologies, Revenue Analysis, Revenue Cycle
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor's degree, Finance, General
Jesuit College Prep
Caris Life Sciences June 2015 - Present
JPMorgan Chase August 2014 - June 2015
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase February 2013 - February 2014
JP Morgan December 2010 - January 2013
First Southwest Company March 2009 - December 2010
Skills
Microsoft Excel, Business Analysis, Finance, Equities, Securities, Visual Basic, Fixed Income, Derivatives, Strategy, Unix, JavaScript, Oracle SQL Developer, Autosys, Pentaho, FitNesse, Agile Methodologies, Revenue Analysis, Revenue Cycle
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor's degree, Finance, General
Jesuit College Prep
Bruce Kelley's First Southwest Company Experience January 2012 - Present
Job Senior Vice President at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company January 2012 - Present
Hutchinson Shockey Erley & Co. August 2010 - January 2012
RBC Capital Markets April 2008 - August 2010
Education
University of Notre Dame 1970 — 1973
J.D., Law
Boston College 1966 — 1970
Bachelor of Arts, Liberal Arts
First Southwest Company January 2012 - Present
Hutchinson Shockey Erley & Co. August 2010 - January 2012
RBC Capital Markets April 2008 - August 2010
Education
University of Notre Dame 1970 — 1973
J.D., Law
Boston College 1966 — 1970
Bachelor of Arts, Liberal Arts
F Truong's First Southwest Company Experience April 2011 - Present
Job NETWORK SECURITY ENGINEER
Industry Information Technology and Services
Experience
First Southwest Company April 2011 - Present
Check Point Software Technologies June 2005 - September 2008
Education
The University of Texas at Dallas 1990 — 1994
BSEE, Communication, 3.75
First Southwest Company April 2011 - Present
Check Point Software Technologies June 2005 - September 2008
Education
The University of Texas at Dallas 1990 — 1994
BSEE, Communication, 3.75
Danten Barron's First Southwest Company Experience September 2000 - July 2002
Job
Industry
Experience
First Southwest Company September 2000 - July 2002
Transamerica Assurance Company June 1999 - May 2000
Guess? Inc. May 1996 - August 1998
Skechers November 1994 - February 1996
H.J. Meyers & Company November 1990 - August 1994
Education
The University of Texas at Arlington 2005 — 2008
Bachelor of Business Administration (BBA), Marketing
First Southwest Company September 2000 - July 2002
Transamerica Assurance Company June 1999 - May 2000
Guess? Inc. May 1996 - August 1998
Skechers November 1994 - February 1996
H.J. Meyers & Company November 1990 - August 1994
Education
The University of Texas at Arlington 2005 — 2008
Bachelor of Business Administration (BBA), Marketing
Roxanne Adcock's First Southwest Company Experience July 2013 - January 2014
Job Business Development Associate at Professional Service Industries, Inc.
Industry Civil Engineering
Experience
Professional Service Industries, Inc. February 2013 - Present
First Southwest Company July 2013 - January 2014
parago February 2012 - March 2013
Concentra April 2011 - September 2011
Allianz Global Investors Capital – NFJ Investment Group June 2009 - February 2011
imc2 January 2008 - October 2008
Altair Global Relocation October 2006 - November 2007
Linebarger Goggan Blair & Sampson, LLP June 2001 - July 2006
Skills
Email Marketing, Advertising, Marketing Communications, Digital Marketing, Interactive Marketing, Digital Strategy, Integrated Marketing, Proposal Writing, Sales Presentations, Proposal Production, Business Writing, Proofreading, Editing, Proposal Support, Proposal Generation, Drafting Proposals, Press Releases, Presentation Development
Education
University of Southern California 1993 — 1997
BA, Communications
Professional Service Industries, Inc. February 2013 - Present
First Southwest Company July 2013 - January 2014
parago February 2012 - March 2013
Concentra April 2011 - September 2011
Allianz Global Investors Capital – NFJ Investment Group June 2009 - February 2011
imc2 January 2008 - October 2008
Altair Global Relocation October 2006 - November 2007
Linebarger Goggan Blair & Sampson, LLP June 2001 - July 2006
Skills
Email Marketing, Advertising, Marketing Communications, Digital Marketing, Interactive Marketing, Digital Strategy, Integrated Marketing, Proposal Writing, Sales Presentations, Proposal Production, Business Writing, Proofreading, Editing, Proposal Support, Proposal Generation, Drafting Proposals, Press Releases, Presentation Development
Education
University of Southern California 1993 — 1997
BA, Communications
Ivan Mrdak's First Southwest Company Experience July 2012 - June 2013
Job Consultant Global Financial Modelling at Shell Oil Company
Industry Oil & Energy
Experience
Shell Oil Company March 2015 - Present
Shell Global Solutions July 2013 - February 2015
First Southwest Company July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Banking, Business Analysis, Accounting, Finance, Financial Modeling, Financial Reporting, Risk Management
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Business Administration (B.B.A.), Corporate Finance
Shell Oil Company March 2015 - Present
Shell Global Solutions July 2013 - February 2015
First Southwest Company July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Investments, Banking, Business Analysis, Accounting, Finance, Financial Modeling, Financial Reporting, Risk Management
Education
The University of Texas at Austin 2009 — 2012
Bachelor of Business Administration (B.B.A.), Corporate Finance
Levi Gibson's First Southwest Company Experience June 2012 - August 2014
Job Legislative Intern Rep. John Raney's Office
Industry Legislative Office
Experience
First Southwest Company June 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking
Education
The University of Texas at Austin 2011 — 2015
Government, Senior
First Southwest Company June 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking
Education
The University of Texas at Austin 2011 — 2015
Government, Senior
Colby Eckols's First Southwest Company Experience May 2014 - Present
Job Vice President at FirstSouthwest
Industry Financial Services
Experience
First Southwest Company May 2014 - Present
Public Financial Management May 2008 - May 2014
Municipal Advisory Council of Texas 2005 - April 2008
Skills
Financial Modeling, Bonds, Public Finance, Financial Advisory, Quantitative Analytics
Education
Southwest Texas State University
Bachelor of Business Administration (BBA), Finance, General
First Southwest Company May 2014 - Present
Public Financial Management May 2008 - May 2014
Municipal Advisory Council of Texas 2005 - April 2008
Skills
Financial Modeling, Bonds, Public Finance, Financial Advisory, Quantitative Analytics
Education
Southwest Texas State University
Bachelor of Business Administration (BBA), Finance, General
Jordan Sallee's First Southwest Company Experience June 2010 - January 2011
Job Midstream Scheduler at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton January 2015 - Present
BHP Billiton May 2013 - December 2014
Invesco December 2012 - May 2013
First Southwest Company June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mac OS X, Photoshop, Bloomberg Terminal, DBC
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Langham Creek High School
BHP Billiton January 2015 - Present
BHP Billiton May 2013 - December 2014
Invesco December 2012 - May 2013
First Southwest Company June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mac OS X, Photoshop, Bloomberg Terminal, DBC
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
Langham Creek High School
Michael Bartolotta's First Southwest Company Experience
Job Vice Chairman at First Southwest Company
Industry Investment Banking
Experience
First Southwest Company
Skills
Capital Markets, Bonds, Investment Banking, Investments, Public Finance, Securities, Fixed Income, Bloomberg, Financial Modeling, Financial Structuring, Equities, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Derivatives
Education
University of Illinois at Urbana-Champaign
Actuarial Science
First Southwest Company
Skills
Capital Markets, Bonds, Investment Banking, Investments, Public Finance, Securities, Fixed Income, Bloomberg, Financial Modeling, Financial Structuring, Equities, Portfolio Management, Hedge Funds, Structured Finance, Valuation, Derivatives
Education
University of Illinois at Urbana-Champaign
Actuarial Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY