Experience
S & A Consulting Services   2012 - Present
Generational Equity, LLC.   January 2008 - June 2011
McGladrey Capital Markets LLC  January 2004 - January 2008
Morgan Stanley Smith Barney  January 1985 - August 2004

Skills
Start-ups, Marketing, Business Valuation, Business Development, Strategic Planning, Due Diligence, Corporate Development, Finance, Investments, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Mergers, Corporate Finance, Real Estate, Business Planning, Executive Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Valuation, Negotiation, Management, Analysis, Selling, Financial Analysis, Small Business, Sales Management, Sales, Management Consulting, Business Strategy, Competitive Analysis, Consulting, Strategic Partnerships, New Business Development, M&A experience, Acquisitions, Equities, Portfolio Management, Financial Services, Strategic Financial..., Restructuring, Risk Management, Lead Generation, Strategic Consulting, Capital Markets, Alternative Investments, Hedge Funds

Education
Northern Illinois University
Bachelor's degree, Marketing

Northern Illinois University
MBA Graduate Studies, Marketing

Experience
Western Extrusions  May 2015 - Present
Western Extrusions  August 2014 - May 2015
Andrews Analytics   March 2012 - May 2015
The Transitions Company (Later Merx Advisors)   July 2010 - March 2012
Clark Securities, Inc.   July 2007 - September 2009
Generational Equity, LLC.   August 2005 - July 2007

Skills
Instructional Design, Leadership, Project Management, Team Leadership, Business Strategy, Financial Analysis, Financial Modeling, Financial Statements, Mergers & Acquisitions, Process Improvement, Training, Finance, Management, CRM

Education
Texas A&M University-Commerce   2014 — 2015
Master of Science, Global eLearning

Sam Houston State University   2004 — 2005
Bachelor of Business Administration (BBA), Concentration in Economics

Experience
Duff & Phelps  February 2015 - Present
Generational Equity, LLC.   May 2013 - January 2015
Optimum Re Insurance Company  February 2012 - May 2013
Bank of New York Mellon  April 2011 - April 2012
Bank of New York Mellon  October 2010 - April 2011
Telvista  October 2009 - June 2010

Skills
Data Analysis, Microsoft Excel, Accounting, Reinsurance, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Managerial Finance, Finance, Financial Modeling, Financial Risk, Risk Management, Business Analysis, Customer Service, Business Valuation, DCF Valuation, Financial Statements, Enterprise Valuation, Auditing, Valuation, Account Reconciliation, Strategy, Leadership, Portfolio Management, Financial Services, Management, Business Strategy, Investments, Internal Controls, Financial Statement..., Bloomberg Terminal, Strategic Financial..., Analysis, Private Equity, Investment Banking, Bloomberg, Credit Analysis, Mergers & Acquisitions, Securities, Equities, Cash Management, Capital IQ

Education
The University of Texas at Dallas   2012 — 2014
Master of Science (M.S.), Finance

The University of Texas at Dallas - School of Management   2012 — 2014
Master of Business Administration (MBA), Accounting and Finance

The University of Texas at Dallas   2009 — 2012
Bachelor of Science (B.S.), Accounting

The University of Texas at Dallas - School of Management   2009 — 2012
Bachelor of Science (B.S.), Finance, General

University of Maryland College Park   2006 — 2008

Montgomery College   2003 — 2006
AS, Electrical Engineering

Experience
Generational Equity, LLC.   September 2013 - Present
Zip Realty, Inc  November 2013 - January 2015
Harte-Hanks, Inc.   October 2012 - September 2013
Generational Equity, LLC.   June 2012 - October 2012
Internal Performance International   October 2010 - September 2012
Synergy Sales & Marketing   December 2011 - May 2012
Profiles International Inc.  March 2004 - September 2010
Custom Assessment Solutions   May 2001 - March 2004
Stat Enterprises LLP   January 1991 - December 2001
Barbara's Treasure Chest Inc.   May 1997 - February 2001

Skills
Team Building, Leadership Development, Sales Management, Executive Coaching, Strategic Planning, Business Strategy, Organizational..., Coaching, Performance Management, Employee Engagement, Management Consulting, Staff Development, Sales Process, Mentoring, Team Management, New Business Development, Selling, Start-ups, Talent Management, Salesforce.com, PMI Trained, Performance Improvement, Consultative Selling, Solution Selling, Strategy Development

Education
The Austin Institue of Real Estate   2013 — 2013
Real Estate License Course, Real Estate, Pass

Gemological Institute of America   1998 — 2002
Graduate Gemologist, Fine Jewlery Sales Management - Appraisal - Gemstone Indentification

University of Arizona   1978 — 1984
BS, Accounting / Real Estate

Arizona School of Real Estate   1983 — 1983
Arizona Real Estate License Course, Real Estate, Pass

Scottsdale High School   1974 — 1978
Diploma

Experience
Demilec   July 2014 - Present
EMSI  April 2013 - August 2014
Arrow Electronics  May 2012 - April 2013
Ace Cash Express  2007 - May 2012
Texas Strategic Human Resources   2005 - 2007
Generational Equity, LLC.   1999 - 2005

Skills
Talent Acquisition, Talent Management, Recruiting, Employee Relations, Human Resources, Employment Law, Interviews, Social Media, Labor Relations, Management, Leadership, Employee Engagement, Employee Benefits, Multi-Unit Retail, Training, SPHR, Human Capital, Personnel Management, Temporary Placement, Team Building, Business Development, Consulting, Onboarding, Sales, Recruitment/Retention, Hiring, Leadership Development, HRIS, HR Consulting, Operations, Workforce Planning, Applicant Tracking..., Technical Recruiting, attorney, Mergers & Acquisitions, Performance Management, LeanHR, Succession Planning, Temporary Staffing, Employee Training, Sourcing, Organizational..., Internet Recruiting, Employer Branding, College Recruiting, Change Management, HR Policies, Executive Search

Education
Texas A&M University School of Law   2002 — 2005
Juris Doctor (J.D.), Labor and Industrial Relations (Employment Law)

Texas Christian University   1998 — 2002
Bachelor's Degree, Political Science and Government, 3.9

Experience
Generational Equity, LLC.   Vice President, Southeast RegionGenerational Equity, LLC.November 2013 - Present
Generational Equity, LLC  2005 - November 2013
Gymobree Play & Music   2000 - 2005
USAF  1991 - 1995

Skills
Deal Flow, Deal Sourcing, Valuation, Corporate Development, M&A experience, Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Due Diligence, Investment Banking, Executive Management, Finance, Restructuring, Business Strategy, Corporate Finance, Venture Capital

Education
New Mexico State University   1993 — 1998
B.B.A., Business Administration and Management, General

Experience
Global Water Intelligence  October 2013 - May 2014
Viserv   August 2012 - September 2013
Generational Equity, LLC.   November 2009 - May 2011
iNQUATE Talent Management (SaaS). Sales & Marketing September 2006 to July 2007 •Provided research   September 2006 - July 2007
Administaff  2000 - 2003

Skills
Cold Calling, Seasoned sales..., Sales Process, Employee Benefits, Sales Presentations, Direct Sales, Outlook, Salesforce.com, Selling, Benefits Administration, Payroll, Sales Operations, Customer Service, Recruiting, Negotiation, Management, Strategy, CRM, Leadership, Training, Team Building, Marketing Strategy, SaaS, Talent Acquisition

Education
St. Edward's University   2000 — 2002
Master of Science in Organizational Leadership and Ethics, Graduate School of Business, 4.0

Austin Community College   2011 — 2012
Took several classes after Graduate School, Certificate in Technical Writing and Social Media

Experience
Gold's Gym  July 2015 - Present
Lincoln Property Company  August 2014 - May 2015
Generational Equity, LLC  May 2014 - August 2014
HCL Technologies  April 2014 - May 2014
Field Nation  October 2010 - May 2014
Tech Force, LLC.   September 2013 - February 2014
Epoch Universal, Inc.   September 2013 - October 2013
SupportSpace, Ltd.   January 2012 - January 2013
Support.com  September 2008 - February 2010
Dell  September 2006 - September 2008

Skills
Information Technology, Field Service..., Computer Repair, Computer Network..., Computer Hardware..., Computer Hardware..., POS, IP PBX, Telecommunications..., Laptops, Wireless Networking, Technical Support, Troubleshooting, Software Installation, Networking, Hardware, Help Desk Support, Active Directory, Routers, Windows 7, Servers, Microsoft Exchange, System Deployment, Printers, Leadership, Customer Service, Firewalls, VoIP, HP, Microsoft Office, VPN, Switches

Education
National Education Center   1991 — 1993
Associate of Arts and Sciences (AAS), Electrical, Electronic and Communications Engineering Technology/Technician

Kilgore College   1990 — 1991
Associate of Arts and Sciences (A.A.S.), Computer Engineering

Experience
IN-Site Surgical Supply   2012 - Present
Orthopedic Associates of Dallas  2011 - 2012
Westwood College  2011 - 2012
Generational Equity, LLC.   2010 - 2011
Armour Pavement   2010 - 2010
Building Masters, Inc   2006 - 2010
Jacob Robert Contracting   2004 - 2006
Great Atlantic Management Company   2003 - 2004
Richard Robert General Contracting   2000 - 2003
Richard Robert General Contracting   1990 - 1999

Skills
Project Implementation, Restructuring, Troubleshooting, Financial Management, Collaborative, Contract Negotiations, Marketing Strategy, Market Analysis, Market Research, Innovative Problem..., Analysis, Budgets, Business Development, Business Strategy, Cold Calling, Contract Negotiation, Customer Service, Entrepreneurship, Financial Analysis, Lead Generation, Leadership, Leadership Development, Management, Managerial Finance, Mergers, New Business Development, Selling, Strategic Planning, Strategy, Training

Education
Regent University   2003 — 2005
MBA, Entrepreneurial

Corban College   2001 — 2003
B.S., Business;Management & Communications

Experience
Generational Equity, LLC.   August 2006 - Present

Skills
Finance, Business Valuation, Financial Analysis, Mergers & Acquisitions, Capital IQ, Valuation

Education
University of North Texas
Masters, Business Administration

Experience
3i Construction, LLC  June 2015 - August 2015
Justin Jeffrey Design Build   January 2014 - May 2015
Gaspard & Morgan Construction   March 2011 - February 2014
JR Construction  2011 - February 2014
Generational Equity, LLC.   2010 - 2011
Building Masters, Inc   2007 - 2009
Auto Expressions   2005 - 2006
Masters Commission   2003 - 2005

Skills
Project Planning, Management, Leadership, Customer Service, Team Leadership, Budgets, Project Management, Process Scheduler, Customer Satisfaction, CRM, Marketing, Sales, Small Business, Hard Worker, Training, Team Building, Negotiation, Construction Management, Contract Negotiation, Contract Management, Purchasing, Job Estimating

Education
Brookhaven Community College   2010 — 2011
B.S., Science

Central New Mexico College   2010 — 2010
A.D., Business Administration

Experience
Generational Equity, LLC.   June 2006 - Present
McCreary & Stockford LP   May 1994 - May 2006
United States District Court Eastern District of Texas  June 1990 - August 1990

Skills
Litigation, Real Estate, Intellectual Property, Arbitration, Employment Law, Risk Management, Energy Industry, Mergers, Start-ups, Legal Compliance, Claim, Commercial Litigation, Litigation Management, Civil Litigation, Corporate Governance, Corporate Law, Joint Ventures, Trade Secrets, Competition Law, Licensing, Mergers & Acquisitions, Private Equity, Due Diligence, M&A experience, Finance, Executive Management, Legal Research, Investment Banking, Corporate Development, Divestitures, Venture Capital, Legal Advice, Strategy, Securities, Restructuring, Leadership, Strategic Planning, Management, Contract Negotiation

Education
The University of Texas School of Law   1990 — 1993
JD, corporate law, litigation, arbitration, and alternative dispute resolution

Southern Methodist University   1986 — 1990
B.A., cum laude, Economics

Experience
Generational Equity, LLC.   2014 - Present
A*Med Home Health and Hospice   July 2012 - March 2013
Austin Monthly Magazine  January 2012 - May 2012

Skills
Microsoft Excel, Microsoft Word, Bloomberg Terminal, DCF Valuation, Financial Statements, Financial Analysis, Fixed Income

Education
The University of Texas at Austin   2013 — 2014
Master of Science, Finance, General

The University of Texas at Austin   2009 — 2012
Bachelor of Science (BS), Advertising, 3.75

Experience
Generational Equity, LLC.   November 2001 - Present

Skills
Portfolio Optimization, Corporates, Valuation, Portfolio Management, Business Strategy, Business Valuation, M&A experience, Management, Financial Modeling, Risk Management, Finance, Due Diligence, Private Equity, Middle Market, Investment Banking, Mergers & Acquisitions, Strategy, LBO, Equity Research, Strategic Planning, Financial Analysis

Education
University of Phoenix   2003 — 2005
Bachelor of Science (B.S.), Business Administration, Management and Operations

Western Kentucky University   1993 — 1998
Bachelor of Arts (BA), Corporate Communications Minor in Spanish

University of Phoenix
Master of Business Administration (MBA) - Studies

Experience
C2M Tech   July 2013 - Present
Generational Equity, LLC.   January 2013 - July 2013
Fischer & Company  January 2009 - December 2012
Sagitta   June 2007 - January 2009
Stream  October 2007 - May 2008
A/V Pro, Inc.   October 2002 - September 2006

Skills
Microsoft Office, Strategic Planning, Sales, Project Management, Management, Team Building, Business Development, Account Management, Microsoft Excel, VMware, Contract Negotiation, Social Media Marketing, Microsoft Word, Budgets, Customer Service, Network Administration, Technical Support, Networking, Microsoft Exchange

Education
ITT Tech   2007 — 2009
CNS, Networking

Brookhaven College
General Studies

DeVry Institute of Technology
Information Technology

Experience
Inogen Oxygen   February 2015 - Present
Generational Equity, LLC.   May 2012 - April 2015
Best Buy  October 2009 - March 2012
Fry's Electronics  March 2003 - October 2009

Skills
Management, B2B, CRM, Account Management, Direct Sales, Team Building, Customer Service, Public Speaking, Retail, Sales, Time Management, Business Development, Sales Management, Leadership, Training, Coaching, Social Media Marketing, Recruiting, Advertising, Team Leadership, Operations Management, Solution Selling, Social Media, Inventory Management

Education
Mercer County Community College   1986 — 1987

Experience
APPS Para Medical Services   June 2010 - Present
Generational Equity, LLC.   January 2010 - June 2010
Lone Star Lenders   2004 - 2009
Bank of America (CHL)   2001 - 2004
The Highland Group  1996 - 2001
PGi  1998 - 1999
EDS Group  1995 - 1996
Votainer USA   1991 - 1993
The Freeman Company / Sullivan Transfer   1988 - 1991
Navigational Consulting Services   1981 - 1984

Skills
Business Development, Sales Management, Sales, Negotiation, Mortgage Lending, Customer Service, Strategic Planning, Salesforce.com, Cold Calling, Financial Services, Team Building, Loans, Account Management, Direct Sales, Public Speaking, B2B, Customer Retention, Finance, New Business Development, Microsoft Excel, Management, CRM, Leadership

Education
The University of Texas at Austin
BA, International Politics & Economics

The University of West London; Ealing - London, England
International Studies

Cornell University
Certificate in Change Leadership, Organizational Leadership

Experience
Generational Equity, LLC.   August 2005 - Present

Skills
Business Development, Account Management, Direct Sales, Business Strategy, New Business Development, Sales, Sales Management, Salesforce.com, Start-ups, Strategic Partnerships, Strategic Planning, Lead Generation, B2B, Direct Marketing, Marketing, Mergers, Leadership Development, Sales Presentations, CRM, Training, Leadership, Process Improvement, Sales Operations

Education
Tennessee State University   1988 — 1991
Business Administration and Management, General

Experience
Generational Equity, LLC.   November 2012 - Present
iRisk Group LLC   September 2009 - Present
The March Group LLC   February 2007 - August 2009
McGladrey Capital Markets (formerly RSM Equico, a division of H&R Block)   February 2004 - December 2007
Crystal Pool Technologies, Inc.   1990 - 2004
Ogilvy & Mather  1984 - 1990
BENTON & BOWLES Advertising  1981 - 1984
J. Walter Thompson  1979 - 1981

Skills
Marketing, Mergers, Corporate Development, Business Strategy, Entrepreneurship, Business Development, Venture Capital, New Business Development, Start-ups, Private Equity, Marketing Strategy, Strategic Planning, Strategic Partnerships, Business Planning, Sales, Executive Management, Finance, Leadership, Management, Mergers, Program Management

Education
New York University - Leonard N. Stern School of Business   1980 — 1981
Master of Business Administration (MBA), Business Management

Rochester Institute of Technology   1969 — 1973
Bachelor of Sciences, Photography

Experience
John Pollock's Financial Gravity   June 2015 - September 2015
Wegman Partners Legal Search and Staffing   May 2015 - June 2015
Jewish Federation of Greater Dallas  February 2014 - April 2015
Generational Equity, LLC.   May 2013 - January 2014
Delta Dallas Staffing   August 2012 - June 2013
High Profile Staffing  March 2012 - June 2013
LHP Hospital Group  October 2012 - May 2013
Unity Hunt, Inc.   July 2012 - August 2012
CareerConnection  April 2011 - June 2012
Unity Hunt, Inc.   March 2012 - May 2012

Skills
Proofreading, Event Planning, Newsletters, Customer Service, Journalism, Administrative Support, Fundraising, Great Communication, Reception, Telephone Skills, Word, Customer Relations, Internet, Organizing, Retail, Cash Handling, Calendaring, Appointment Scheduling, Vendor Interaction, Detail Oriented, Multi-task Efficiency, Bill Reconciliation, Receptionist Duties, Administrative..., Microsoft Word, Outlook, Information Management, Organizing and Planning, Project Planning, Training, Process Scheduler, Access, Time Management, Data Entry, Administration, Human Resources, Administrative..., Communication

Education
State University of New York College at Brockport   1980 — 1983
Broadcast Communications

Canarsie High School

Experience
EY  November 2012 - Present
Accenture  January 2010 - November 2012
Generational Equity, LLC.   July 2008 - January 2010
US Congress  August 2001 - May 2002

Skills
Change Management, Training & Development, Communications Strategy, Organizational..., Enterprise..., Project Planning, Project Management, SAP Implementation, Financial Modeling, Microsoft Office, Graphic Design, Business Strategy, Mergers & Acquisitions, Strategic Communications, Business Transformation, Consulting, Business Process, Leadership, Process Improvement, Strategy, Program Management, Training

Education
Brandeis University   2006 — 2008
Masters

Franklin University Switzerland   2002 — 2006
Bachelors (American & Swiss Accreditation)

Experience
Chalmers Digital   May 2014 - Present
The Marketing Arm  March 2015 - July 2015
hibu  October 2013 - April 2014
Ziosk  August 2012 - October 2013
Microsoft  November 2009 - July 2012
Microsoft  February 2008 - November 2009
Generational Equity, LLC.   October 2006 - October 2008
JPMorgan Chase  August 2005 - October 2006
Northwestern Mutual  November 2004 - August 2005
Demo Pro Texas   August 2002 - February 2004

Skills
Analytics, Digital Marketing, Cross-functional Team..., Forecasting, Digital Media, Leadership, Analysis, Contract Negotiation, Budgets, Advertising, Team Building, Sales Management, Negotiation, Sales Operations, Strategic Partnerships, Enterprise Software, Online Advertising, Strategy, Business Intelligence, Product Management, Start-ups, Product Development, Process Improvement, Business Development, Mobile Devices, Go-to-market Strategy, Competitive Analysis, User Experience, Pricing, Digital Strategy, Management, Marketing, Marketing Strategy, SEM, Social Media

Education
Colorado State University   2010 — 2012
MBA, Business

University of Oklahoma   2003 — 2005
Double BBA, Finance and Econonics

Experience
Generational Equity, LLC.   February 2013 - Present
Acceleration Retirement  November 2012 - Present

Skills
New Business Development, Lead Generation, Sales, Strategic Planning, Business Strategy, Marketing, Start-ups, Territory Management, Sales Management, Retail Marketing, Opening New Accounts, Financial Statement..., Customer Satisfaction, Business Development, Marketing Strategy, Entrepreneurship, Strategy, Business Planning, CRM, B2B, Management

Education
University of Nebraska-Lincoln   1971 — 1974
Bachelor's Degree, Accounting and Finance, 3.75

Experience
The Institute of World Politics  May 2013 - Present
Wolfington Companies   March 2013 - May 2013
Intellectual Ventures  September 2011 - March 2013
Generational Equity, LLC.   May 2010 - June 2011
Metanoia Films  January 2008 - October 2008
Thomas More College of Liberal Arts   September 2005 - May 2006

Skills
Public Relations, Copy Editing, Copywriting, Travel Management, Marketing Communications, Social Media Marketing, Microsoft Office, Cvent, Events Coordination, Event Management, Talent Management, Proofreading, Strategy, Marketing, Leadership, Public Speaking, Social Media, Editing, Research, Management, Writing, Event Planning, Business Development

Education
The University of Dallas   2007 — 2010
Bachelor of Arts, Existential-Phenomenological Psychology

Thomas More College of Liberal Arts   2005 — 2007

Experience
Stanley M. David & Associates, Inc.   April 2015 - Present
Eco Fresh USA Chemical Manufacturing   October 2014 - March 2015
Silverleaf Resorts  2010 - 2013
Generational Equity, LLC.   September 2009 - December 2009
Duncan Williams  April 2007 - September 2008
First Dallas Securities   January 2001 - March 2007

Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Marketing/ Sales

Experience
Kairos Global Solutions & Publishing Concepts, LLC   August 2012 - Present
Generational Equity, LLC.   October 2006 - December 2012
North American Pipeline and TOGA   August 1998 - August 2006
IBM & IBM Partners   June 1987 - March 1998

Skills
B2B2C, Marketing, Management Consulting, Strategic Partnerships, Business Intelligence, Web Design, Real Estate Investor, Oil Exploration, Information Technology..., Information Technology, Strategic Financial..., Practice Management, Lead Generation, Selling, Small Business, Private Equity, Operating Models, Business Development, Financial Services

Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Engineering Route To Business

Experience
Georgetown Mortgage LLC  March 2014 - Present
Generational Equity, LLC.   October 2013 - March 2014
Cloud Lenders   June 2013 - September 2013
Senior Loan Officer   August 2011 - June 2013
Mortgage Bankers' Consultants  October 2011 - December 2011
Nationstar Mortgage  February 2011 - August 2011
Bank of America (Countrywide Home Loans)   August 2001 - August 2008
AEGIS New America Mortgage, Wholesale Lender, Dallas, Texas   May 2000 - February 2001
Pacific American Bank   May 1995 - November 1999
South Central Pacific Mortgage, Wholesale Lender, Dallas, Texas   November 1993 - May 1995

Skills
Mortgage Banking, Underwriting, Banking, Mortgage Marketing, Construction Loans, Funding, REO, Closings, Loss Mitigation, Preferred Lender HOT on..., Business Development, B2B, B2B Marketing Strategy, Mortgage Loan...

Education
Southern Methodist University   1998 — 2001
Economics, Public Policy, Political Science

Experience
Generational Equity, LLC.   March 2013 - Present
Vertical Nerve / New Media Gateway   November 2011 - February 2013
Technifax Office Solutions  August 2009 - January 2012
George S. May International  August 2008 - February 2009
EZ Local/America's Best Companies   August 2007 - May 2008

Skills
New Business Development, Telemarketing, Phone Sales, Appointment Scheduling, SEO, E-commerce, SEM, Google Analytics, Google Adwords, Search Engine Ranking, Online Advertising, Online Lead Generation, Interactive Marketing, ROI, Digital Marketing, Online Marketing, B2B, Marketing, Cold Calling, New Business, Lead Generation, Appointment Setting, Data Research, Customer Service, Outbound Calling, Inbound Calls, Call Center, Home Loans, Merchant Services, Call Centers, Web Design, Home Equity Loans, Return on Investment, Web Content Management, Social Networking, Management, Marketing Strategy, Web Analytics, PABX, Sales, Account Management, Inbound Lead Generation, Leadership, CRM, Salesforce.com, Small Business, Business Development

Education
Collin County Community College   2006 — 2006
Real Estate License

Washburn Rural High   1993 — 1997

Experience
Generational Capital Markets, Inc.   November 2014 - Present
Generational Equity, LLC.   July 2012 - November 2014
Dallas Central Appraisal District  November 2007 - July 2012
American Appraisal Associates  June 2006 - November 2007

Skills
Investment Banking, Valuation, Mergers & Acquisitions, DCF Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Capital IQ, Bloomberg, Alternative Investments, Hedge Funds, Compustat, USPAP, Investment Valuation, Investment Strategies, VBA, M&A Advisory Services, Strategic M&A, M&A analysis

Education
Southern Methodist University - Cox School of Business   2010 — 2012
Master, Business Administration; Finance - Investments, Alternative Assets, Corporate Finance

The University of Texas at Arlington   2004 — 2006
Bachelors, Liberal Arts; Political Science-Pre Law

The University of Texas at Austin   2003 — 2004
Bachelor of Arts (BA), Political Science Pre-Law

Experience
KPI Analytics, Inc.   June 2014 - Present
Signtronix  March 2014 - June 2014
Pacific Digital Marketing   January 2011 - June 2014
Energy One Windows  July 2013 - January 2014
Apple  May 2011 - May 2012
Jetsons Wireless   November 2008 - November 2010
Generational Equity, LLC.   November 2007 - December 2008
Exit Realty  September 2006 - December 2007
Avalar Austin Real Estate  May 2005 - September 2006
Keller Williams - Allen Lancaster Team (#1 ABJ 2004)   January 2005 - May 2005

Skills
E-commerce, Project Management, Sales Presentations, Marketing, Real Estate, Wireless Networking, Social Media, Management, Selling Skills, Online Advertising, Product Marketing, Sales, Strategic Partnerships, New Business Development, Email Marketing, Digital Media, Digital Marketing, Negotiation, Contract Negotiation, Strategic Planning, Sales Process, Team Building, Customer Satisfaction, Strategy, Social Networking, Networking, Sales Management, Online Marketing, Business Development, Direct Sales, Web 2.0, Residential Homes, SEO, Sellers, Cold Calling, Start-ups, Mergers, Lead Generation, Mobile Devices, Marketing Strategy, Channel, Real Estate Transactions, Sales Operations, CRM, B2B, Competitive Analysis, Consulting, Account Management, Mobile Marketing, Cloud Computing

Education
Sam Houston State University   1979 — 1986
BBA

Sam Houston State University
BBA in Finance

Experience
Generational Equity, LLC.   June 2006 - Present
Round Table Financial   2004 - 2006

Skills
Private Equity, Finance, Investment Banking, Mergers, Strategy, Due Diligence, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Modeling, Corporate Development, Valuation, M&A experience, Divestitures, Equity Research, Investments, LBO, Restructuring, Alternative Investments, Equities, Hedge Funds, Venture Capital, Portfolio Management, DCF, Emerging Markets, Securities, Investment Strategies, Financial Analysis, IPO, Corporate Finance, Management, Business Strategy

Education
Our Lady of the Lake University   1998 — 1999
MBA, Finance

The University of Texas at San Antonio   1988 — 1991
BBA, Finance

Robert E. Lee

Robert E. Lee

Experience
Ranstad USA   December 2012 - March 2013
J & S Delivery Services Inc   February 2012 - December 2012
Generational Equity, LLC.   November 2008 - February 2012
George S. May International  August 2008 - November 2008
Citadel Design Construction   April 2002 - October 2004
First National Bank of Fort Stockton, TX   January 1984 - April 1993

Skills
Mergers & Acquisitions, Retail, Human Resources, Management, Due Diligence, Finance, Small Business, Investments, Management Consulting, Financial Analysis, Loans, Sales, Supply Chain Management, Strategic Planning, Sales Management, Business Strategy, Marketing, Customer Service, Business Development, Negotiation, Account Management, Team Building, Microsoft Office, Business Process..., New Business Development, Manufacturing, B2B, Competitive Analysis, Executive Management

Education
Southern Methodist University - Cox School of Business   1973 — 1977

Experience
Invenio Marketing Solutions  May 2010 - Present
Invenio Marketing Solutions  July 2011 - August 2012
Invenio Marketing Solutions  May 2010 - July 2011
Business in a Box   June 2002 - May 2010
Generational Equity, LLC.   2008 - 2010
Rutledge Insurance Agency LLC   June 2004 - June 2006
Bamboo Solutions  2000 - 2002
MESA International  1994 - 2000
ITP Systems - Division of Coopers & Lybrand   1990 - 1993
Digital Equipment Corporation (DEC)   June 1988 - June 1990

Skills
Training, Salesforce.com, Lead Generation, SaaS, Solution Selling, Enterprise Software, Account Management, Direct Sales, Sales Process, Sales Management, CRM, New Business Development, Sales Presentations, Cloud Computing, Business Process..., Outlook, Public Speaking, Business Intelligence, Microsoft Office, Operations Management, Virtualization, Management Consulting, Sales Rep Training, Manufacturing, Engineering Management, Information Technology, Database Marketing, Process Engineering, Industrial Engineering, Quality Assurance, ERP, Process Automation, Sales Motivation, PaaS, Enterprise Content..., Document Management, Manufacturing..., Industrial Safety, JIT, Manufacturing..., Design for Manufacturing, Manufacturing Operations, Software Engineering, Salesforce Training, Motivational Speaking, Mobility Strategy, Wireless Mobility, System Integrators, IaaS, Sales

Education
Milwaukee Area Technical College   1976 — 1978
Manufacturing Engineering

Experience
Generational Equity, LLC  2006 - Present

Skills
Mergers & Acquisitions, Management, Valuation, Financial Modeling, Due Diligence, Investments, Equities, Corporate Finance, Financial Analysis, Private Equity, Finance, Business Strategy, Investment Banking, Portfolio Management, Securities, Mergers, New Business Development, Business Valuation

Education
University of Tampa   1994 — 1996
MBA

University of Florida   1982 — 1987
BSBA, Finance and Real Estate

Experience
Generational Equity, LLC  2005 - Present

Education
University of Phoenix   2004 — 2006
B.S., Business Management

Western Kentucky University   1992 — 1996
B.A., Corporate Communications Minor in Spanish

University of Phoenix
MBA Studies, Business Administration

Experience
Generational Equity, LLC.   November 2002 - Present

Education
University of Phoenix   2003 — 2005
B.S., Business Management

Western Kentucky University   1993 — 1998
B.A., Corporate Communications, Spanish

University of Phoenix
MBA, MBA Studies

Experience
AutoNation Nissan of Lewisville   January 2014 - Present
Retired and enjoying time to pursue personal interests and family  August 1914 - Present
Gander Mountain  August 2013 - January 2014
Generational Equity, LLC.   June 2007 - October 2012
Fleming Companies  September 1985 - May 2002

Skills
Management Consulting, Analysis, Mergers, Finance, M&A experience, Valuation, Business Valuation, Business Strategy, Strategic Planning, Mergers & Acquisitions, Insurance, Due Diligence, Strategic Financial..., E-commerce, Executive Management, Strategy, Business Planning, Purchasing Processes, Purchasing Negotiation, Retail Category..., Merchandising, Merchandise Planning, Creative Merchandising, Sales, Sales Management, Pharmaceutical Sales, Direct Sales, Sales Presentations, Sales Process, Promotions, Promotional Planning, Database Design, Data Management, Database Administration, Financial Planning

Education
Texas Tech University   1997 — 1998
Certification, Computer Science

Texas State Technical College   1971 — 1973
Associates, Commercial Art & Advertising

Alamo Catholic High School   1969 — 1971
Diploma, General

Experience
Generational Equity, LLC.   January 2011 - Present
ECI Companies   November 2009 - July 2010
Sheshunoff & Co Investment Banking   November 1998 - August 2009
Morgan Keegan & Company  April 1995 - February 1998
Nationsbank Capital Markets, Inc. (now Bank of America)   November 1986 - April 1995

Skills
Mergers & Acquisitions, Financial Analysis, Negotiation, Mergers, Executive Management, Investments, Due Diligence, Sales, Portfolio Management, Banking, Management Consulting, Investment Banking, Strategic Planning, Finance

Education
University of Mississippi
BBA, Banking and Finance

Experience
Generational Equity, LLC.   January 2007 - Present
Eventus Investments, LLC   April 2005 - December 2007
Citigroup Geneva Capital Markets   January 2001 - March 2005
Baker & Associates  July 1995 - July 2000

Skills
Mergers

Education
California State University-Long Beach   1984 — 1986
Bachelor of Arts (BA), Political Science and Government

Orange Coast College   1982 — 1984

Burlington County College   1978 — 1980

Experience
Generational Equity, LLC  June 2012 - June 2014
Mary Kay Cosmetics  November 2001 - May 2013
Delta Air Lines  October 1998 - May 2003

Skills
French, Great People Skills, Microsoft Office, Teamwork, Research, Coordination, Customer Service, Tourism, Coaching, Spanish, Organizational..., Facilitators, Time Management, Interpersonal..., People-oriented, Leadership, Team-oriented, Organization &..., People Skills, Contract Negotiation, Administrative Work, Organizational Structure, Recruiting, Makeup Artistry, Leadership Development

Education
Louisiana State University   1993 — 1998
General Studies, English, History and Geography

Episcopal High School   1989 — 1993

Experience
Generational Equity, LLC.   November 2001 - Present

Skills
Financial Modeling, Private Equity, Mergers, Business Valuation, Middle Market, Strategic Planning, Valuation, Investment Banking, Mergers & Acquisitions, Investments, New Business Development, Negotiation, Due Diligence, Finance, M&A experience, Corporate Development, LBO, Executive Management, Financial Analysis, Portfolio Management, Divestitures

Education
University of Phoenix   2003 — 2005
B.S., Business Management

Western Kentucky University   1993 — 1998
BA, Corporate Communications, Spanish

University of Phoenix
MBA, MBA Studies

Experience
BP Oil Spill Claims Auditor, Business Analyst, Management Consultant   May 2012 - Present
Generational Equity, LLC.   April 2011 - March 2012
George S. May International  March 1998 - March 2011
R L Polk  February 1985 - March 1998

Skills
Business Planning, Business Strategy, Management Consulting, Business Analysis, Leadership Development, B2B, New Business Development, Account Management, Strategic Planning, Change Management, Start-ups, Mergers, Process Improvement, Team Building, Negotiation, Forecasting, Executive Management, Marketing Strategy, Management, Coaching, Business Process..., Leadership, Customer Retention, Mergers & Acquisitions, Entrepreneurship, Customer Service, Selling, Performance Management, Competitive Analysis, Finance, Training, Sales Operations, Marketing, Organizational..., Strategy, Market Research, Sales, Strategic Financial..., Team Management, Direct Sales, Recruiting, Salesforce.com, Budgets, Small Business, Team Leadership, Product Management, Program Management, Business Development, CRM, Sales Management

Education
The University of Texas at Austin   1978 — 1979
Marketing/Marketing Management, General

St. Edwards University, Austin, Tx   1977 — 1978
Business Management

The University of Southern Mississippi   1972 — 1973
Business

United States Air Force Academy   1970 — 1972

Experience
Generational Equity, LLC.   Managing DirectorCitigroup Geneva Capital Strategies Inc.1988 - 2005

Education
Point Loma Nazarene University   1978 — 1983
BA, Business Administration and Economics

Experience
Achieve Test Prep - The Fastest Way to Earn Your RN & BSN  May 2015 - Present
Generational Equity, LLC.   March 2008 - May 2015

Skills
WordPress, Web Design, Website Development, Drupal, Photoshop, Microsoft Visual Studio..., ASP.NET, HTML, Java, E-commerce, Access, Outlook, Marketing, Microsoft Excel, Training, Leadership, Management, Finance, Strategic Planning, Team Building, Accounts Payable &...

Education
Brookhaven Community College
Associate's Degree, Computer Information Technology - Web Production and Design

Experience
Military Sealift Command  May 2012 - September 2013
Blanchard & Company   2008 - 2010
Generational Equity, LLC.   2005 - 2008
Broadcast News Corporation   2002 - 2005
Elite Capital   1996 - 2002

Skills
Business Development, Manage Client..., P&L Responsibility, Account Management, Corporate Communications, Public Relations, Promotions, Quality Control, Risk Management, Training, Customer Retention

Education
University of Phoenix
Master of Business Administration (MBA), International Business Finance (in progress)

Experience
Generational Equity, LLC.   June 2007 - Present
Generational Equity, LLC.   March 2005 - Present
Palm Beach Tan  1998 - September 2004

Skills
Cold Calling, Direct Sales, Sales, B2B, Sales Management, Customer Retention, Selling, New Business Development, Sales Process, Business Development, Lead Generation, Sales Operations

Education
Eastfield College

Texas A&M University-Commerce