Highland Capital Management, L.P.
Industry: Asset management company
DescriptionHighland Capital Management is an alternative investment management firm that manages hedge funds, structured investment vehicles and mutual funds. The firm invests in global public equities, as well as fixed income markets with a focus on leveraged loans, high yield bonds, and structured products. Headquarters: Dallas, TX Founders: James Dondero, president; Mark Okada, CIO Key person: Trey Parker Number of employees: 100 Founded: 1993 Subsidiaries: MGM Holdings,
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Highland Capital Management, L.P. Employees
Employee
Years
Job
Industry
Amy Stuhlsatz Amy Stuhlsatz's Highland Capital Management, L.P. Experience December 2014 - Present
Job Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. December 2014 - Present
Walton Group of Companies November 2013 - December 2014
Wells Fargo Advisors May 2008 - November 2013
Education
Arizona State University 2006 — 2010
Bachelor of Interdisciplinary Studies, Business, Sociology
Xavier College Preparatory 2002 — 2006
Highland Capital Management, L.P. December 2014 - Present
Walton Group of Companies November 2013 - December 2014
Wells Fargo Advisors May 2008 - November 2013
Education
Arizona State University 2006 — 2010
Bachelor of Interdisciplinary Studies, Business, Sociology
Xavier College Preparatory 2002 — 2006
Jason Kaspar Jason Kaspar's Highland Capital Management, L.P. Experience July 2006 - July 2007
Job CEO Texas Precious Metals, CIO Ark Fund Capital Management
Industry Investment Management
Experience
Texas Precious Metals April 2011 - Present
Ark Fund Capital Management November 2007 - Present
Highland Capital Management, L.P. July 2006 - July 2007
FTI Consulting December 2005 - July 2006
Skills
Valuation, Investments, Hedge Funds, Risk Management, Strategy, Investment Strategies
Education
Texas A&M University - Mays Business School 2001 — 2005
Bachelor of Finance, Business
Texas Precious Metals April 2011 - Present
Ark Fund Capital Management November 2007 - Present
Highland Capital Management, L.P. July 2006 - July 2007
FTI Consulting December 2005 - July 2006
Skills
Valuation, Investments, Hedge Funds, Risk Management, Strategy, Investment Strategies
Education
Texas A&M University - Mays Business School 2001 — 2005
Bachelor of Finance, Business
Jason Rothstein Jason Rothstein's Highland Capital Management, L.P. Experience July 2007 - Present
Job Director of IT Infrastructure at Highland Capital Management L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. July 2007 - Present
Penson Financial Services July 2002 - July 2007
Core-net Network Services June 1999 - June 2002
Skills
Project Management, Staff Management, Active Directory, Software Documentation, Infrastructure, Windows Server, Networking, IT Management, ITIL, Vendor Management, Business Analysis, Virtualization, SharePoint, Disaster Recovery, Change Management, Cisco routers, Cisco Firewall Security, Microsoft Exchange, Security, Data Center, VMware ESX, Servers, Architecture, Network Architecture, Cisco Technologies, VPN, Firewalls, Architectures, Cisco Routers, Network Security
Education
Concordia University 1994 — 1998
B.Sc, Biochemistry
Highland Capital Management, L.P. July 2007 - Present
Penson Financial Services July 2002 - July 2007
Core-net Network Services June 1999 - June 2002
Skills
Project Management, Staff Management, Active Directory, Software Documentation, Infrastructure, Windows Server, Networking, IT Management, ITIL, Vendor Management, Business Analysis, Virtualization, SharePoint, Disaster Recovery, Change Management, Cisco routers, Cisco Firewall Security, Microsoft Exchange, Security, Data Center, VMware ESX, Servers, Architecture, Network Architecture, Cisco Technologies, VPN, Firewalls, Architectures, Cisco Routers, Network Security
Education
Concordia University 1994 — 1998
B.Sc, Biochemistry
Sagar Vira Sagar Vira's Highland Capital Management, L.P. Experience August 2015 - Present
Job Financial Analyst at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2015 - Present
Woodbridge Township Ambulance and Rescue Squad August 2009 - Present
National Hindu Student Association February 2015 - Present
Emory University Goizueta BBA August 2013 - May 2015
National Hindu Student Association January 2013 - February 2015
Nestlé USA June 2014 - August 2014
Woodbridge Town Hall Finance Department May 2013 - August 2013
Georgia 4-H Office September 2012 - May 2013
Hilton Hotel June 2007 - August 2011
Skills
Eagle Scout, EMT, Social Media, Microsoft Office, Microsoft Excel, Website Development, Operating Budgets, Analysis, Project Management, Budgets, Leadership, Healthcare, Finance, PowerPoint
Education
Emory University - Goizueta Business School 2011 — 2015
BBA, Finance, General
Oxford College of Emory Univeristy 2011 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies
John F. Kennedy Memorial High School 2007 — 2011
Highland Capital Management, L.P. August 2015 - Present
Woodbridge Township Ambulance and Rescue Squad August 2009 - Present
National Hindu Student Association February 2015 - Present
Emory University Goizueta BBA August 2013 - May 2015
National Hindu Student Association January 2013 - February 2015
Nestlé USA June 2014 - August 2014
Woodbridge Town Hall Finance Department May 2013 - August 2013
Georgia 4-H Office September 2012 - May 2013
Hilton Hotel June 2007 - August 2011
Skills
Eagle Scout, EMT, Social Media, Microsoft Office, Microsoft Excel, Website Development, Operating Budgets, Analysis, Project Management, Budgets, Leadership, Healthcare, Finance, PowerPoint
Education
Emory University - Goizueta Business School 2011 — 2015
BBA, Finance, General
Oxford College of Emory Univeristy 2011 — 2013
Associate's degree, Liberal Arts and Sciences/Liberal Studies
John F. Kennedy Memorial High School 2007 — 2011
Jeremy Ringheimer Jeremy Ringheimer's Highland Capital Management, L.P. Experience February 2014 - Present
Job Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. February 2014 - Present
Goldman Sachs January 2001 - January 2014
Skills
Loans, Portfolio Management, Banking, Investment Banking, Fixed Income, Credit Risk, Finance, Credit, Credit Analysis, Asset Management, Private Equity, Real Estate Private..., Financial Modeling, Due Diligence, Valuation, Real Estate Economics, Trading
Education
Abilene Christian University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Highland Capital Management, L.P. February 2014 - Present
Goldman Sachs January 2001 - January 2014
Skills
Loans, Portfolio Management, Banking, Investment Banking, Fixed Income, Credit Risk, Finance, Credit, Credit Analysis, Asset Management, Private Equity, Real Estate Private..., Financial Modeling, Due Diligence, Valuation, Real Estate Economics, Trading
Education
Abilene Christian University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Luis Lemus, CAIA Luis Lemus, CAIA's Highland Capital Management, L.P. Experience March 2014 - Present
Job Regional Director at Highland Capital Management, L.P.
Industry Investment Management
Experience
Highland Capital Management, L.P. March 2014 - Present
Highland Capital Management, L.P. August 2013 - March 2014
Highland Capital Management, L.P. January 2013 - August 2013
Avondale Wealth Management January 2012 - January 2013
Southern Methodist University January 2011 - December 2011
Skills
Bilingual-Spanish, Golf, Investments, Portfolio Management, Alternative Investments, Financial Analysis
Education
Southern Methodist University
Bachelors of Arts
Highland Capital Management, L.P. March 2014 - Present
Highland Capital Management, L.P. August 2013 - March 2014
Highland Capital Management, L.P. January 2013 - August 2013
Avondale Wealth Management January 2012 - January 2013
Southern Methodist University January 2011 - December 2011
Skills
Bilingual-Spanish, Golf, Investments, Portfolio Management, Alternative Investments, Financial Analysis
Education
Southern Methodist University
Bachelors of Arts
Angela Brumley Angela Brumley's Highland Capital Management, L.P. Experience February 2014 - Present
Job Business Analyst/Salesforce Administrator at Highland Capital Management, L.P.
Industry Real Estate
Experience
Highland Capital Management, L.P. February 2014 - Present
Behringer Harvard February 2010 - February 2014
Skills
CRM, Salesforce.com, Forecasting, Account Management, Sales, Financial Modeling, Access, Sales Management, Sales Operations, Financial Analysis, Business Intelligence, Process Improvement, Alternative Investments, Mutual Funds, Finance, Marketing
Education
Assemblies of God Theological Seminary 1995 — 2000
Master of Divinity (M.Div.), Counseling
Southwestern Assemblies of God University 1991 — 1995
BS Interdisciplinary Studies, Education
Highland Capital Management, L.P. February 2014 - Present
Behringer Harvard February 2010 - February 2014
Skills
CRM, Salesforce.com, Forecasting, Account Management, Sales, Financial Modeling, Access, Sales Management, Sales Operations, Financial Analysis, Business Intelligence, Process Improvement, Alternative Investments, Mutual Funds, Finance, Marketing
Education
Assemblies of God Theological Seminary 1995 — 2000
Master of Divinity (M.Div.), Counseling
Southwestern Assemblies of God University 1991 — 1995
BS Interdisciplinary Studies, Education
Allison Gibb Allison Gibb's Highland Capital Management, L.P. Experience July 2013 - June 2014
Job Assistant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Highland Capital Management, L.P. July 2013 - June 2014
O'Neil Data October 2012 - July 2013
The Roberts Law Firm July 2010 - October 2012
Wheels America July 2007 - June 2010
Dallas Heritage Village June 2009 - July 2009
Skills
Legal Research, Legal Writing, PACER, Pleadings, Trials, Docketing, CM/ECF Filings, LexisNexis, TaxTools, Apple, Windows, MS Office, Microsoft MapPoint, Proofreading, Event Planning, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office
Education
Southern Methodist University 2006 — 2010
BA, History and Minor: Political Science
Rocky Point High School 2002 — 2006
Goldman Sachs June 2014 - Present
Highland Capital Management, L.P. July 2013 - June 2014
O'Neil Data October 2012 - July 2013
The Roberts Law Firm July 2010 - October 2012
Wheels America July 2007 - June 2010
Dallas Heritage Village June 2009 - July 2009
Skills
Legal Research, Legal Writing, PACER, Pleadings, Trials, Docketing, CM/ECF Filings, LexisNexis, TaxTools, Apple, Windows, MS Office, Microsoft MapPoint, Proofreading, Event Planning, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office
Education
Southern Methodist University 2006 — 2010
BA, History and Minor: Political Science
Rocky Point High School 2002 — 2006
Nathan Burns, CFA Nathan Burns, CFA's Highland Capital Management, L.P. Experience July 2014 - Present
Job Director at Highland Capital Management, L.P.
Industry Investment Banking
Experience
Highland Capital Management, L.P. July 2014 - Present
Ripplewood Holdings September 2007 - July 2014
Lehman Brothers June 2004 - September 2007
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Value Investing, Corporate Restructuring & Turnaround Management
Wake Forest University 2000 — 2004
Bachelor of Science (BS), Double Major in Analytical Finance & Economics, Summa Cum Laude and elected to Phi Beta Kappa
Highland Capital Management, L.P. July 2014 - Present
Ripplewood Holdings September 2007 - July 2014
Lehman Brothers June 2004 - September 2007
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Value Investing, Corporate Restructuring & Turnaround Management
Wake Forest University 2000 — 2004
Bachelor of Science (BS), Double Major in Analytical Finance & Economics, Summa Cum Laude and elected to Phi Beta Kappa
David Willmore, CPA David Willmore, CPA's Highland Capital Management, L.P. Experience February 2015 - Present
Job Manager, Fund Analysis at Highland Capital Management, L.P.
Industry Investment Management
Experience
Highland Capital Management, L.P. February 2015 - Present
Highland Capital Management, L.P. February 2014 - February 2015
Highland Capital Management, L.P. October 2011 - February 2014
Deloitte & Touche September 2010 - October 2011
Larson & Rosenberger January 2010 - June 2010
Skills
Financial Reporting, US GAAP, Partnership Accounting, Hedge Funds, Fixed Income, Microsoft Office, Visual Basic, Project Management, SharePoint, Structured Products, CLO, Financial Analysis, Accounting, Financial Modeling, Bloomberg, Advent Geneva, Korean, Performance Measurement, Leveraged Finance, High Yield Bonds, Private Equity
Education
Brigham Young University 2003 — 2009
BA, Master's in Accounting, Accounting
Highland Capital Management, L.P. February 2015 - Present
Highland Capital Management, L.P. February 2014 - February 2015
Highland Capital Management, L.P. October 2011 - February 2014
Deloitte & Touche September 2010 - October 2011
Larson & Rosenberger January 2010 - June 2010
Skills
Financial Reporting, US GAAP, Partnership Accounting, Hedge Funds, Fixed Income, Microsoft Office, Visual Basic, Project Management, SharePoint, Structured Products, CLO, Financial Analysis, Accounting, Financial Modeling, Bloomberg, Advent Geneva, Korean, Performance Measurement, Leveraged Finance, High Yield Bonds, Private Equity
Education
Brigham Young University 2003 — 2009
BA, Master's in Accounting, Accounting
Taylor Ridgely Taylor Ridgely's Highland Capital Management, L.P. Experience November 2014 - Present
Job Product Strategy Associate at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. June 2013 - Present
SecondMarket, Inc. January 2013 - April 2013
SecondMarket, Inc. June 2011 - January 2013
UBS Financial Services Inc September 2010 - December 2010
Pluris Valuation Advisors, LLC May 2010 - July 2010
Skills
Alternative Investments, Equities, Series 7, Series 63, Financial Analysis, Venture Capital
Education
Furman University 2007 — 2011
Bachelor of Arts, Accounting
St. James School 2005 — 2007
High School
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. June 2013 - Present
SecondMarket, Inc. January 2013 - April 2013
SecondMarket, Inc. June 2011 - January 2013
UBS Financial Services Inc September 2010 - December 2010
Pluris Valuation Advisors, LLC May 2010 - July 2010
Skills
Alternative Investments, Equities, Series 7, Series 63, Financial Analysis, Venture Capital
Education
Furman University 2007 — 2011
Bachelor of Arts, Accounting
St. James School 2005 — 2007
High School
Jonathan Reiter Jonathan Reiter's Highland Capital Management, L.P. Experience February 2015 - Present
Job Structured Credit
Industry Financial Services
Experience
Highland Capital Management, L.P. February 2015 - Present
Markit May 2013 - February 2015
Edward Jones June 2012 - November 2012
TD September 2010 - May 2012
Ithaca College Investment Fund September 2008 - May 2010
Skills
Financial Advisory, Credit Analysis, Mortgage Analytics, Home Equity Loans, Equity Research, Microsoft Excel, MS Excel Pivot Tables, Excel models, Thomson One Analytics, Bloomberg, Finance, Valuation, Portfolio Management, Investments, Financial Analysis, Fixed Income
Education
Ithaca College 2006 — 2010
Bachelor of Science (BS), Finance
Highland Capital Management, L.P. February 2015 - Present
Markit May 2013 - February 2015
Edward Jones June 2012 - November 2012
TD September 2010 - May 2012
Ithaca College Investment Fund September 2008 - May 2010
Skills
Financial Advisory, Credit Analysis, Mortgage Analytics, Home Equity Loans, Equity Research, Microsoft Excel, MS Excel Pivot Tables, Excel models, Thomson One Analytics, Bloomberg, Finance, Valuation, Portfolio Management, Investments, Financial Analysis, Fixed Income
Education
Ithaca College 2006 — 2010
Bachelor of Science (BS), Finance
Amy Holesko, PHR, SHRM-CP's Highland Capital Management, L.P. Experience February 2002 - March 2008
Job Human Resources Manager at TerraStar Inc.
Industry Human Resources
Experience
TerraStar Inc. August 2014 - Present
TerraStar Inc. April 2014 - August 2014
NCH August 2013 - March 2014
NCH May 2011 - July 2013
e-Rewards March 2008 - June 2010
Highland Capital Management, L.P. February 2002 - March 2008
Skills
PowerPoint, Word, Outlook, Employee Relations, Microsoft Office, Microsoft Word, Event Planning, Human Resources, Microsoft Excel, Customer Service, Marketing, Payroll, Strategic Planning, Recruiting, Organizational..., Performance Management, Training, Employee Benefits, HRIS
Education
Oklahoma State University 1997 — 2001
BS, Marketing
Stillwater High School
The University of Dallas
TerraStar Inc. August 2014 - Present
TerraStar Inc. April 2014 - August 2014
NCH August 2013 - March 2014
NCH May 2011 - July 2013
e-Rewards March 2008 - June 2010
Highland Capital Management, L.P. February 2002 - March 2008
Skills
PowerPoint, Word, Outlook, Employee Relations, Microsoft Office, Microsoft Word, Event Planning, Human Resources, Microsoft Excel, Customer Service, Marketing, Payroll, Strategic Planning, Recruiting, Organizational..., Performance Management, Training, Employee Benefits, HRIS
Education
Oklahoma State University 1997 — 2001
BS, Marketing
Stillwater High School
The University of Dallas
Derrick May Derrick May's Highland Capital Management, L.P. Experience May 2011 - August 2011
Job Finance
Industry Oil & Energy
Experience
TransCoastal Corporation January 2013 - Present
CoreTerra Operating January 2013 - Present
Highland Capital Management, L.P. May 2011 - August 2011
FC Dallas April 2010 - November 2010
Kansas City Chiefs April 2009 - August 2009
Skills
Finance, Portfolio Management, Financial Modeling, Financial Analysis, Financial Reporting, Variance Analysis, Accounting, Forecasting, Internal Controls, Financial Accounting, Mergers & Acquisitions, Valuation, Bloomberg, Analysis, Microsoft Excel, Corporate Finance, Credit, Budgets, Auditing, Strategic Financial...
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.)
Oklahoma State University 2008 — 2012
Bachelor's Degree, Finance, Managment
TransCoastal Corporation January 2013 - Present
CoreTerra Operating January 2013 - Present
Highland Capital Management, L.P. May 2011 - August 2011
FC Dallas April 2010 - November 2010
Kansas City Chiefs April 2009 - August 2009
Skills
Finance, Portfolio Management, Financial Modeling, Financial Analysis, Financial Reporting, Variance Analysis, Accounting, Forecasting, Internal Controls, Financial Accounting, Mergers & Acquisitions, Valuation, Bloomberg, Analysis, Microsoft Excel, Corporate Finance, Credit, Budgets, Auditing, Strategic Financial...
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.)
Oklahoma State University 2008 — 2012
Bachelor's Degree, Finance, Managment
Jeffrey Cohen, CIMA® Jeffrey Cohen, CIMA®'s Highland Capital Management, L.P. Experience April 2015 - Present
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. April 2015 - Present
Direxion Investments June 2013 - April 2015
BlackRock January 2011 - June 2013
Fred Alger Management June 2007 - January 2011
Citi May 2006 - June 2007
Skills
Mutual Funds, ETFs, Financial Sales, Indices, Indexing, Asset Management, Financial Planning, Strategic Planning, New Business Development, Asset Managment, Strategic Financial..., Sales Finance, Alternative Investments, Separately Managed..., Series 63, Financial Services, Retirement Planning, Asset Allocation, Investment Management, Equities
Education
Penn State University 2002 — 2006
Bachelor of Science, Marketing
Highland Capital Management, L.P. April 2015 - Present
Direxion Investments June 2013 - April 2015
BlackRock January 2011 - June 2013
Fred Alger Management June 2007 - January 2011
Citi May 2006 - June 2007
Skills
Mutual Funds, ETFs, Financial Sales, Indices, Indexing, Asset Management, Financial Planning, Strategic Planning, New Business Development, Asset Managment, Strategic Financial..., Sales Finance, Alternative Investments, Separately Managed..., Series 63, Financial Services, Retirement Planning, Asset Allocation, Investment Management, Equities
Education
Penn State University 2002 — 2006
Bachelor of Science, Marketing
Randall Ziegenhagen Randall Ziegenhagen's Highland Capital Management, L.P. Experience January 2008 - April 2009
Job Vice President at Markit
Industry Investment Management
Experience
Markit February 2014 - Present
Goldman Sachs June 2011 - January 2014
Fannie Mae May 2009 - June 2011
Highland Capital Management, L.P. January 2008 - April 2009
Colemont Insurance Brokers 2006 - 2007
Skills
Bloomberg, Microsoft Office, Business Objects, Financial Analysis, Financial Modeling, Valuation, Bloomberg Terminal, Hedge Funds, Corporate Finance, Investments, Equities, Due Diligence, Capital Markets, Private Equity, Fixed Income
Education
Southern Methodist University - Cox School of Business 2004 — 2007
BBA, Accounting
Markit February 2014 - Present
Goldman Sachs June 2011 - January 2014
Fannie Mae May 2009 - June 2011
Highland Capital Management, L.P. January 2008 - April 2009
Colemont Insurance Brokers 2006 - 2007
Skills
Bloomberg, Microsoft Office, Business Objects, Financial Analysis, Financial Modeling, Valuation, Bloomberg Terminal, Hedge Funds, Corporate Finance, Investments, Equities, Due Diligence, Capital Markets, Private Equity, Fixed Income
Education
Southern Methodist University - Cox School of Business 2004 — 2007
BBA, Accounting
Chris Wise, CPA Chris Wise, CPA's Highland Capital Management, L.P. Experience November 2013 - December 2014
Job Vice President and Controller at TPG Special Situations Partners
Industry Investment Management
Experience
TPG Special Situations Partners December 2014 - Present
Highland Capital Management, L.P. November 2013 - December 2014
Highland Capital Management, L.P. January 2011 - November 2013
Highland Capital Management, L.P. June 2007 - January 2011
Nextpage Inc October 2005 - May 2007
Ernst & Young June 2006 - August 2006
Brigham Young University January 2004 - October 2005
Skills
Hedge Funds, Financial Reporting, Fixed Income, Microsoft Office, Project Management, SharePoint, Structured Products, Partnership Accounting, CLO, CDO, ABS, Total Return Swaps, CDS, Financial Analysis, Accounting, Financial Modeling, Bloomberg, Advent Geneva, Spanish, Performance Measurement, Portfolio Management, Axys, US GAAP, Mutual Funds, Asset Management, Auditing, Alternative Investments, Fund Of Funds, Valuation, Private Equity, SEC filings, Analysis
Education
Brigham Young University 2003 — 2007
Bachelors, Accounting
TPG Special Situations Partners December 2014 - Present
Highland Capital Management, L.P. November 2013 - December 2014
Highland Capital Management, L.P. January 2011 - November 2013
Highland Capital Management, L.P. June 2007 - January 2011
Nextpage Inc October 2005 - May 2007
Ernst & Young June 2006 - August 2006
Brigham Young University January 2004 - October 2005
Skills
Hedge Funds, Financial Reporting, Fixed Income, Microsoft Office, Project Management, SharePoint, Structured Products, Partnership Accounting, CLO, CDO, ABS, Total Return Swaps, CDS, Financial Analysis, Accounting, Financial Modeling, Bloomberg, Advent Geneva, Spanish, Performance Measurement, Portfolio Management, Axys, US GAAP, Mutual Funds, Asset Management, Auditing, Alternative Investments, Fund Of Funds, Valuation, Private Equity, SEC filings, Analysis
Education
Brigham Young University 2003 — 2007
Bachelors, Accounting
Ashley Beall-Sarris Ashley Beall-Sarris's Highland Capital Management, L.P. Experience January 2012 - October 2014
Job Associate at Goldman Sachs
Industry Legal Services
Experience
Goldman Sachs October 2014 - Present
Highland Capital Management, L.P. January 2012 - October 2014
Business Network Consulting, August 2009 - December 2011
Hosto, Buchan September 2008 - August 2009
Mann Bracken, LLC September 2007 - September 2008
Dallas Employment Services August 2007 - September 2007
Skills
Litigation, Bankruptcy, Private Equity, Corporate Law, Investments, Real Estate, Corporate Governance, Legal Research, Arbitration, Commercial Litigation, Mergers & Acquisitions, Securities, Training, Leadership
Education
Southern Methodist University 2013 — 2015
Master of Arts (M.A.), Dispute Resolution
Southern Methodist University 2003 — 2006
2006 Bachelors of Art, English
Goldman Sachs October 2014 - Present
Highland Capital Management, L.P. January 2012 - October 2014
Business Network Consulting, August 2009 - December 2011
Hosto, Buchan September 2008 - August 2009
Mann Bracken, LLC September 2007 - September 2008
Dallas Employment Services August 2007 - September 2007
Skills
Litigation, Bankruptcy, Private Equity, Corporate Law, Investments, Real Estate, Corporate Governance, Legal Research, Arbitration, Commercial Litigation, Mergers & Acquisitions, Securities, Training, Leadership
Education
Southern Methodist University 2013 — 2015
Master of Arts (M.A.), Dispute Resolution
Southern Methodist University 2003 — 2006
2006 Bachelors of Art, English
Danielle Urech Danielle Urech's Highland Capital Management, L.P. Experience October 2011 - Present
Job Office Operations and Administrative Manager at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. October 2011 - Present
NCH October 2010 - October 2011
RENEGADE CAPITAL, LP March 2009 - August 2009
LAKE TOBACK FAMILY LAW OFFICE November 2008 - March 2009
PETER GARACI BANKRUPTCY LAW OFFICE September 2004 - November 2008
Skills
Recruiting, Management, Strategy, Accounting, Customer Service, Accounts Payable, Marketing, Legal Research, Microsoft Office, Sales, Strategic Planning, Leadership, Workshop Facilitation, Competitive Analysis, File Management, SharePoint, Adobe Creative Suite, Concur, Oracle, QuickBooks, Satuit, PeopleSoft, LexisNexis, ADP Payroll, Timeslips, Training, Vendor Management, Team Building, Private Equity
Education
DePaul University 2000 — 2004
Bachelor of Science, Finance
Highland Capital Management, L.P. October 2011 - Present
NCH October 2010 - October 2011
RENEGADE CAPITAL, LP March 2009 - August 2009
LAKE TOBACK FAMILY LAW OFFICE November 2008 - March 2009
PETER GARACI BANKRUPTCY LAW OFFICE September 2004 - November 2008
Skills
Recruiting, Management, Strategy, Accounting, Customer Service, Accounts Payable, Marketing, Legal Research, Microsoft Office, Sales, Strategic Planning, Leadership, Workshop Facilitation, Competitive Analysis, File Management, SharePoint, Adobe Creative Suite, Concur, Oracle, QuickBooks, Satuit, PeopleSoft, LexisNexis, ADP Payroll, Timeslips, Training, Vendor Management, Team Building, Private Equity
Education
DePaul University 2000 — 2004
Bachelor of Science, Finance
Amit Walia Amit Walia's Highland Capital Management, L.P. Experience 2003 - 2012
Job VP Strategy & Corporate Development
Industry Oil & Energy
Experience
Pilot Thomas Logistics June 2015 - Present
CalPERS 2013 - 2015
Highland Capital Management, L.P. 2003 - 2012
Enron 1999 - 2002
ANZ Investment Bank 1989 - 1999
Skills
Private Equity, Portfolio Management, Equities, Leveraged Finance, Mergers & Acquisitions, Project Finance, Hedge Funds, Structured Finance, Bloomberg, Energy, Corporate Finance, High Yield, Special Situations, CLO, Investment Management, Loans, Banking, Fixed Income, Emerging Markets, Power Utilities, Investment Banking, Valuation, Corporate Development, Alternative Investments, Investments, Distressed Debt, Europe
Education
Simon School, University of Rochester 1987 — 1989
MBA, Finance and CIS
Indian Institute of Technology, Delhi 1983 — 1987
B.Tech, Mechanical Engineering
Pilot Thomas Logistics June 2015 - Present
CalPERS 2013 - 2015
Highland Capital Management, L.P. 2003 - 2012
Enron 1999 - 2002
ANZ Investment Bank 1989 - 1999
Skills
Private Equity, Portfolio Management, Equities, Leveraged Finance, Mergers & Acquisitions, Project Finance, Hedge Funds, Structured Finance, Bloomberg, Energy, Corporate Finance, High Yield, Special Situations, CLO, Investment Management, Loans, Banking, Fixed Income, Emerging Markets, Power Utilities, Investment Banking, Valuation, Corporate Development, Alternative Investments, Investments, Distressed Debt, Europe
Education
Simon School, University of Rochester 1987 — 1989
MBA, Finance and CIS
Indian Institute of Technology, Delhi 1983 — 1987
B.Tech, Mechanical Engineering
Clarissa Nash Clarissa Nash's Highland Capital Management, L.P. Experience January 2011 - February 2013
Job Investment Management Professional
Industry Investment Management
Experience
Highland Capital Management, L.P. January 2011 - February 2013
Highland Capital Management, L.P. February 2009 - January 2011
Highland Capital Management, L.P. October 2007 - February 2009
Highland Capital Management, L.P. January 2006 - October 2007
Lincoln Financial Advisors August 2004 - January 2006
Skills
Advent, Microsoft Office, Bloomberg Terminal, Morningstar Direct, Equities, Portfolio Management
Education
Southern Methodist University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University 2001 — 2005
Bachelor of Arts (BA), Psychology
Highland Capital Management, L.P. January 2011 - February 2013
Highland Capital Management, L.P. February 2009 - January 2011
Highland Capital Management, L.P. October 2007 - February 2009
Highland Capital Management, L.P. January 2006 - October 2007
Lincoln Financial Advisors August 2004 - January 2006
Skills
Advent, Microsoft Office, Bloomberg Terminal, Morningstar Direct, Equities, Portfolio Management
Education
Southern Methodist University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University 2001 — 2005
Bachelor of Arts (BA), Psychology
Windy Sutton Windy Sutton's Highland Capital Management, L.P. Experience June 2005 - July 2007
Job Controller, Sales Finance at McAfee
Industry Computer & Network Security
Experience
Intel Security November 2014 - Present
McAfee December 2012 - October 2014
Invesco Real Estate January 2011 - December 2012
Invesco Real Estate July 2007 - January 2011
Highland Capital Management, L.P. June 2005 - July 2007
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Cash Management, Analytical Skills, Quantitative Analytics, Motivated self-starter, Skilled Multi-tasker, Cross-functional Team..., Portfolio Management, Investments, Trading, Hedge Funds, Equities, Fixed Income, Asset Managment, Private Equity, High Yield, Business Development, Processes Development, Technical Skillset, Benchmarking, Product Management, Client Service Oriented, Cross-functional..., Global Operations
Education
Southern Methodist University - Cox School of Business 2001 — 2004
BBA, Financial Consulting, Psychology
Intel Security November 2014 - Present
McAfee December 2012 - October 2014
Invesco Real Estate January 2011 - December 2012
Invesco Real Estate July 2007 - January 2011
Highland Capital Management, L.P. June 2005 - July 2007
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Cash Management, Analytical Skills, Quantitative Analytics, Motivated self-starter, Skilled Multi-tasker, Cross-functional Team..., Portfolio Management, Investments, Trading, Hedge Funds, Equities, Fixed Income, Asset Managment, Private Equity, High Yield, Business Development, Processes Development, Technical Skillset, Benchmarking, Product Management, Client Service Oriented, Cross-functional..., Global Operations
Education
Southern Methodist University - Cox School of Business 2001 — 2004
BBA, Financial Consulting, Psychology
Candice Griffith's Highland Capital Management, L.P. Experience December 2013 - Present
Job Associate Director, National Accounts Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. December 2013 - Present
Highland Capital Management, L.P. July 2012 - Present
United Capital Financial Advisers August 2011 - July 2012
JPMorgan Chase May 2010 - December 2010
Skills
Financial Planning, Financial Analysis, Business Analysis, Business Management, Marketing Communications, Internal Communications, Investor Relations, Financial Reporting, Marketing Strategy, Cold Calling, Customer Relations, Excel, Sales Process, Salesforce.com, Morningstar, Professional Networking, Leadership Development, Team Leadership, Training & Development, Organizational..., Retirement Planning, 401k Rollovers, College Savings Plans, Income Protection, Strategic Financial..., Microsoft Excel, Zephyr, Morningstar Direct, Management, Employee Training, Marketing, Customer Service, Relationship Management, Meeting Scheduling, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Mutual Funds, ETFs, Separately Managed..., REIT, Fixed Annuities, Variable Annuities
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Finance Major/Economics Minor
Shorecrest Preparatory School 2004 — 2007
High School Diploma
Highland Capital Management, L.P. December 2013 - Present
Highland Capital Management, L.P. July 2012 - Present
United Capital Financial Advisers August 2011 - July 2012
JPMorgan Chase May 2010 - December 2010
Skills
Financial Planning, Financial Analysis, Business Analysis, Business Management, Marketing Communications, Internal Communications, Investor Relations, Financial Reporting, Marketing Strategy, Cold Calling, Customer Relations, Excel, Sales Process, Salesforce.com, Morningstar, Professional Networking, Leadership Development, Team Leadership, Training & Development, Organizational..., Retirement Planning, 401k Rollovers, College Savings Plans, Income Protection, Strategic Financial..., Microsoft Excel, Zephyr, Morningstar Direct, Management, Employee Training, Marketing, Customer Service, Relationship Management, Meeting Scheduling, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Mutual Funds, ETFs, Separately Managed..., REIT, Fixed Annuities, Variable Annuities
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration, Finance Major/Economics Minor
Shorecrest Preparatory School 2004 — 2007
High School Diploma
Tabor Pittman, CFA, CPA Tabor Pittman, CFA, CPA's Highland Capital Management, L.P. Experience June 2012 - January 2014
Job Vice President & Assistant General Counsel at Goldman Sachs
Industry Law Practice
Experience
Goldman Sachs January 2014 - Present
Highland Capital Management, L.P. June 2012 - January 2014
Greenberg Traurig, LLP June 2011 - June 2012
Bracewell & Giuliani LLP September 2007 - June 2011
Q Investments L.P. 2003 - 2004
PricewaterhouseCoopers July 2002 - July 2003
Arthur Andersen LLP September 2001 - April 2002
Army National Guard May 1995 - April 2001
Skills
Due Diligence
Education
Southern Methodist University Dedman School of Law 2004 — 2007
Juris Doctor
Oklahoma State University 1996 — 2001
B.S., M.S., Accountancy
Goldman Sachs January 2014 - Present
Highland Capital Management, L.P. June 2012 - January 2014
Greenberg Traurig, LLP June 2011 - June 2012
Bracewell & Giuliani LLP September 2007 - June 2011
Q Investments L.P. 2003 - 2004
PricewaterhouseCoopers July 2002 - July 2003
Arthur Andersen LLP September 2001 - April 2002
Army National Guard May 1995 - April 2001
Skills
Due Diligence
Education
Southern Methodist University Dedman School of Law 2004 — 2007
Juris Doctor
Oklahoma State University 1996 — 2001
B.S., M.S., Accountancy
Brittany Lunney Brittany Lunney's Highland Capital Management, L.P. Experience May 2013 - August 2013
Job Financial Reporting Analyst at Capital Analytics
Industry Financial Services
Experience
Capital Analytics June 2014 - Present
Highland Capital Management, L.P. May 2013 - August 2013
The Wealth Strategies Group January 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Bloomberg, Hedge Funds, Financial Analysis, Investments, Economics, Financial Reporting, Finance, Alternative Investments, Accounting, Bloomberg Terminal, Financial Modeling
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (BS), Finance, General
Capital Analytics June 2014 - Present
Highland Capital Management, L.P. May 2013 - August 2013
The Wealth Strategies Group January 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Morningstar, Bloomberg, Hedge Funds, Financial Analysis, Investments, Economics, Financial Reporting, Finance, Alternative Investments, Accounting, Bloomberg Terminal, Financial Modeling
Education
Loyola Marymount University 2010 — 2014
Bachelor of Science (BS), Finance, General
Tom Beauchamp, CPA Tom Beauchamp, CPA's Highland Capital Management, L.P. Experience June 2014 - Present
Job Fund Analyst at Highland Capital Management
Industry Accounting
Experience
Highland Capital Management, L.P. June 2014 - Present
KPMG US October 2013 - June 2014
KPMG US January 2012 - March 2012
Skills
US GAAP, Analysis, Auditing, Internal Controls, Budgets, Microsoft Excel, Leadership, Strategic Planning, Time Management, Accounting, Financial Statements, Strategy, Financial Analysis, CPA
Education
Baylor University 2012 — 2012
Master's degree, Accounting, 3.3
Baylor University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.5
Highland Capital Management, L.P. June 2014 - Present
KPMG US October 2013 - June 2014
KPMG US January 2012 - March 2012
Skills
US GAAP, Analysis, Auditing, Internal Controls, Budgets, Microsoft Excel, Leadership, Strategic Planning, Time Management, Accounting, Financial Statements, Strategy, Financial Analysis, CPA
Education
Baylor University 2012 — 2012
Master's degree, Accounting, 3.3
Baylor University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.5
Brian Lohrding Brian Lohrding's Highland Capital Management, L.P. Experience May 2003 - October 2008
Job Chief Financial Officer at Polaris Hospital Company
Industry Hospital & Health Care
Experience
Polaris Hospital Company May 2012 - Present
Polaris Hospital Company February 2009 - May 2012
Green Cattle Beef, LLC October 2008 - May 2012
Highland Capital Management, L.P. May 2003 - October 2008
KPMG May 2002 - May 2003
Arthur Andersen January 2001 - May 2002
Skills
Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Financial Reporting, Investments, Mergers & Acquisitions, Hedge Funds, Asset Management, Restructuring, Valuation
Education
Baylor University 1996 — 2000
BBA, Accounting
Polaris Hospital Company May 2012 - Present
Polaris Hospital Company February 2009 - May 2012
Green Cattle Beef, LLC October 2008 - May 2012
Highland Capital Management, L.P. May 2003 - October 2008
KPMG May 2002 - May 2003
Arthur Andersen January 2001 - May 2002
Skills
Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Financial Reporting, Investments, Mergers & Acquisitions, Hedge Funds, Asset Management, Restructuring, Valuation
Education
Baylor University 1996 — 2000
BBA, Accounting
Jess Larsen's Highland Capital Management, L.P. Experience September 2013 - Present
Job Head of Institutional Sales, Highland Capital Management
Industry Investment Management
Experience
World Affairs Council of Dallas/Fort Worth January 2015 - Present
Highland Capital Management, L.P. September 2013 - Present
Highland Capital Management, L.P. 2012 - Present
Bank of America Merrill Lynch November 2010 - January 2012
VCM Fund Management December 2008 - November 2010
Merrill Lynch, London June 2006 - May 2008
UBS Weallth Management, London March 2005 - June 2006
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Asset Management, Investment Banking, Strategy, Finance, Equities, Fixed Income, Portfolio Management, Investor Relations, Global Macro, Asset Managment, Capital Markets, Funding, Financial Markets, Asset Allocation, Investment Management, Prime Brokerage, Due Diligence, Fund Of Funds, Investment Strategies, Structured Products, Mergers & Acquisitions, Credit, Capital, hedge fund, Sales Management
Education
CAIA Level 1
Level 1, Chartered Alternative Investment Analyst
Copenhagen Business School 1992 — 1995
BA, Economics
Cambridge Seminar 1991 — 1992
Rungsted Gymnasium 1988 — 1991
World Affairs Council of Dallas/Fort Worth January 2015 - Present
Highland Capital Management, L.P. September 2013 - Present
Highland Capital Management, L.P. 2012 - Present
Bank of America Merrill Lynch November 2010 - January 2012
VCM Fund Management December 2008 - November 2010
Merrill Lynch, London June 2006 - May 2008
UBS Weallth Management, London March 2005 - June 2006
Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Asset Management, Investment Banking, Strategy, Finance, Equities, Fixed Income, Portfolio Management, Investor Relations, Global Macro, Asset Managment, Capital Markets, Funding, Financial Markets, Asset Allocation, Investment Management, Prime Brokerage, Due Diligence, Fund Of Funds, Investment Strategies, Structured Products, Mergers & Acquisitions, Credit, Capital, hedge fund, Sales Management
Education
CAIA Level 1
Level 1, Chartered Alternative Investment Analyst
Copenhagen Business School 1992 — 1995
BA, Economics
Cambridge Seminar 1991 — 1992
Rungsted Gymnasium 1988 — 1991
John Caron Jr, CRPC® John Caron Jr, CRPC®'s Highland Capital Management, L.P. Experience August 2012 - August 2013
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
Angie Carlson's Highland Capital Management, L.P. Experience January 1997 - January 2001
Job Vice President, J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank August 2014 - Present
Morgan Stanley Investment Management January 2012 - August 2014
Cain Capital LLC January 2001 - July 2011
Highland Capital Management, L.P. January 1997 - January 2001
Skills
Hold Series 7, Hold Series 66, Hold Series 3, Holds Series 31, Hold Series 65, NFA Registered, Investor Relations, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets
Education
Louisiana State University 1992 — 1995
International Trade & Finance; Minor in Economics
J.P. Morgan Private Bank August 2014 - Present
Morgan Stanley Investment Management January 2012 - August 2014
Cain Capital LLC January 2001 - July 2011
Highland Capital Management, L.P. January 1997 - January 2001
Skills
Hold Series 7, Hold Series 66, Hold Series 3, Holds Series 31, Hold Series 65, NFA Registered, Investor Relations, Asset Management, Alternative Investments, Wealth Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets
Education
Louisiana State University 1992 — 1995
International Trade & Finance; Minor in Economics
Jaime Estevez's Highland Capital Management, L.P. Experience 2015 - Present
Job Regional Sales Consultant at Highland Capital Management, L.P.
Industry Investment Management
Experience
Highland Capital Management, L.P. 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments June 2014 - January 2015
Skills
Alternative Investments, Mutual Funds, Financial Planning, Series 7, Series 66, Managed Accounts
Education
Clemson University 2010 — 2014
Bachelors, Economics
American Heritage School
Highland Capital Management, L.P. 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments June 2014 - January 2015
Skills
Alternative Investments, Mutual Funds, Financial Planning, Series 7, Series 66, Managed Accounts
Education
Clemson University 2010 — 2014
Bachelors, Economics
American Heritage School
Lance Myers, CPA, CMA Lance Myers, CPA, CMA's Highland Capital Management, L.P. Experience August 2011 - September 2011
Job Senior Associate Transaction Services at KPMG
Industry Accounting
Experience
KPMG November 2013 - Present
KPMG October 2011 - November 2013
Highland Capital Management, L.P. August 2011 - September 2011
KPMG January 2010 - May 2010
Saville, Dodgen & Co. July 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Auditing, Finance, Financial Analysis, Due Diligence, Accounting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Audits, Economic Research, Variance Analysis, Financial Statement..., Managerial Accounting..., Financial Analysis and..., Financial Planning, Corporate Finance, Managerial Finance, Managerial Skills, Cost Accounting, Economic Modeling, Strategic Consulting, Maintaining Strong..., Mergers & Acquisitions, Transaction Advisory..., Financial Transactions, Business Transactions
Education
Baylor University - Hankamer School of Business 2010 — 2011
Masters of Accountancy, Concentration in Finance
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Accounting
KPMG November 2013 - Present
KPMG October 2011 - November 2013
Highland Capital Management, L.P. August 2011 - September 2011
KPMG January 2010 - May 2010
Saville, Dodgen & Co. July 2009 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Auditing, Finance, Financial Analysis, Due Diligence, Accounting, Financial Reporting, Strategic Financial..., Financial Modeling, Financial Audits, Economic Research, Variance Analysis, Financial Statement..., Managerial Accounting..., Financial Analysis and..., Financial Planning, Corporate Finance, Managerial Finance, Managerial Skills, Cost Accounting, Economic Modeling, Strategic Consulting, Maintaining Strong..., Mergers & Acquisitions, Transaction Advisory..., Financial Transactions, Business Transactions
Education
Baylor University - Hankamer School of Business 2010 — 2011
Masters of Accountancy, Concentration in Finance
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Accounting
David Callahan CLTC David Callahan CLTC's Highland Capital Management, L.P. Experience August 2006 - July 2012
Job Regional Vice President Genworth LTC
Industry Investment Management
Experience
Genworth Financial October 2012 - Present
Highland Capital Management, L.P. August 2006 - July 2012
Federated Investors May 1993 - August 2006
Skills
Specialist in Act 40..., Large terrritory..., Series 7, Series 63, Construction, Hedge Funds, Mutual Funds, Investment Strategies, Financial Services, Series 65, Investment Advisory, Fixed Income, Separately Managed..., Asset Allocation, Portfolio Management, ETFs, Alternative Investments, Sales, Sales Operations, Financial Advisory, Securities, Asset Management, Equities, Fixed Annuities, FINRA, Investments, Retirement, Uniform Combined State..., Investment Management, 401k, Retirement Planning, Variable Annuities, Wealth Management, Insurance
Education
SUNY Cortland 1982 — 1986
Bachelor of Arts (B.A.), Economics
Genworth Financial October 2012 - Present
Highland Capital Management, L.P. August 2006 - July 2012
Federated Investors May 1993 - August 2006
Skills
Specialist in Act 40..., Large terrritory..., Series 7, Series 63, Construction, Hedge Funds, Mutual Funds, Investment Strategies, Financial Services, Series 65, Investment Advisory, Fixed Income, Separately Managed..., Asset Allocation, Portfolio Management, ETFs, Alternative Investments, Sales, Sales Operations, Financial Advisory, Securities, Asset Management, Equities, Fixed Annuities, FINRA, Investments, Retirement, Uniform Combined State..., Investment Management, 401k, Retirement Planning, Variable Annuities, Wealth Management, Insurance
Education
SUNY Cortland 1982 — 1986
Bachelor of Arts (B.A.), Economics
Daniel Tarsha, CFP®'s Highland Capital Management, L.P. Experience December 2012 - Present
Job Regional Sales Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. December 2012 - Present
Behringer Harvard January 2011 - December 2012
New York Life Insurance Company December 2009 - January 2011
Lincoln Financial Advisors August 2005 - November 2009
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Series 7, Series 63, Series 66, Alternative Investments, Uniform Combined State..., Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Securities, Wealth Management, ETFs, Series 65
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning
University of Notre Dame 2001 — 2005
Finance, BA
Highland Capital Management, L.P. December 2012 - Present
Behringer Harvard January 2011 - December 2012
New York Life Insurance Company December 2009 - January 2011
Lincoln Financial Advisors August 2005 - November 2009
Skills
Investments, Financial Planning, Mutual Funds, Asset Management, Series 7, Series 63, Series 66, Alternative Investments, Uniform Combined State..., Asset Allocation, Retirement Planning, Finance, Strategic Financial..., Securities, Wealth Management, ETFs, Series 65
Education
Southern Methodist University 2009 — 2010
Certificate Program in Financial Planning
University of Notre Dame 2001 — 2005
Finance, BA
John Mackin John Mackin's Highland Capital Management, L.P. Experience July 2008 - August 2009
Job Senior Managing Director at Protege Partners
Industry Financial Services
Experience
Protege Partners February 2012 - Present
Revere Capital Advisors July 2011 - January 2012
Threadneedle Investments North America, LLC August 2010 - July 2011
Arklow Capital, LLC August 2009 - August 2010
Highland Capital Management, L.P. July 2008 - August 2009
Pardus Capital Management, L.P. January 2006 - June 2008
Protégé Partners, LLC January 2004 - December 2005
Lazard Asset Management June 1997 - December 2003
Skills
CFA, Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, Finance
Bates College 1982 — 1986
BA, Economics
Protege Partners February 2012 - Present
Revere Capital Advisors July 2011 - January 2012
Threadneedle Investments North America, LLC August 2010 - July 2011
Arklow Capital, LLC August 2009 - August 2010
Highland Capital Management, L.P. July 2008 - August 2009
Pardus Capital Management, L.P. January 2006 - June 2008
Protégé Partners, LLC January 2004 - December 2005
Lazard Asset Management June 1997 - December 2003
Skills
CFA, Series 7, Series 63, Asset Management, Alternative Investments, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, Finance
Bates College 1982 — 1986
BA, Economics
Travis Karel Travis Karel's Highland Capital Management, L.P. Experience 2008 - 2009
Job
Industry Banking
Experience
Barclays Investment Bank 2013 - Present
Barclays Investment Bank 2010 - 2013
Connector/Advisor/Investor 2006 - 2010
Highland Capital Management, L.P. 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Start-ups, Investment Banking, Strategy, Valuation, Hedge Funds, Strategic Partnerships, Financial Modeling, Private Equity, Business Intelligence, Fixed Income, Capital Markets, Enthusiasm to learn, Derivatives, Due Diligence, Equities, Business Development, Mergers & Acquisitions
Education
Villanova University
Cum Laude
Bentley University
Barclays Investment Bank 2013 - Present
Barclays Investment Bank 2010 - 2013
Connector/Advisor/Investor 2006 - 2010
Highland Capital Management, L.P. 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Start-ups, Investment Banking, Strategy, Valuation, Hedge Funds, Strategic Partnerships, Financial Modeling, Private Equity, Business Intelligence, Fixed Income, Capital Markets, Enthusiasm to learn, Derivatives, Due Diligence, Equities, Business Development, Mergers & Acquisitions
Education
Villanova University
Cum Laude
Bentley University
Jennifer Naranjo Jennifer Naranjo's Highland Capital Management, L.P. Experience April 2011 - July 2011
Job Project Manager Business Risk & Control at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management July 2015 - Present
Credit Suisse February 2015 - July 2015
AIG July 2014 - November 2014
Jefferies LLC September 2012 - July 2014
Jefferies LLC July 2011 - September 2012
Highland Capital Management, L.P. April 2011 - July 2011
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. March 2010 - April 2011
Skills
Due Diligence, Investment Banking, Corporate Governance, Corporate Law, Risk Management, P&L Analysis, P&L Management, Financial Modeling, Management
Education
City University of New York-Hunter College 2008 — 2012
Bachelor's Degree, Psychology
Barclays Wealth and Investment Management July 2015 - Present
Credit Suisse February 2015 - July 2015
AIG July 2014 - November 2014
Jefferies LLC September 2012 - July 2014
Jefferies LLC July 2011 - September 2012
Highland Capital Management, L.P. April 2011 - July 2011
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. March 2010 - April 2011
Skills
Due Diligence, Investment Banking, Corporate Governance, Corporate Law, Risk Management, P&L Analysis, P&L Management, Financial Modeling, Management
Education
City University of New York-Hunter College 2008 — 2012
Bachelor's Degree, Psychology
Kristin Hendrix Kristin Hendrix's Highland Capital Management, L.P. Experience December 2004 - Present
Job Manager, Corporate Accounting at Highland Capital Management, L.P.
Industry Investment Management
Experience
Highland Capital Management, L.P. December 2004 - Present
Skills
Management, Financial Analysis, Corporate Finance, Financial Modeling, Hedge Funds
Education
Southern Methodist University 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of North Texas 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Highland Capital Management, L.P. December 2004 - Present
Skills
Management, Financial Analysis, Corporate Finance, Financial Modeling, Hedge Funds
Education
Southern Methodist University 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of North Texas 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
vicki galinsky's Highland Capital Management, L.P. Experience January 1997 - September 1997
Job Administrator at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company September 2015 - Present
Osprey Software Inc. February 2015 - Present
Dot Products, LLC December 2014 - Present
R August 2014 - Present
JFCS March 2014 - Present
Kraematon Investment Advisors November 2012 - Present
MAK Technologies February 2009 - September 2009
Highland Capital Management, L.P. January 1997 - September 1997
BBN Technologies December 1994 - December 1996
Skills
PowerPoint, Event Planning, Research, Event Management, Social Media
Education
Drake University
Associate's degree, Busines
Lesley College
New York Life Insurance Company September 2015 - Present
Osprey Software Inc. February 2015 - Present
Dot Products, LLC December 2014 - Present
R August 2014 - Present
JFCS March 2014 - Present
Kraematon Investment Advisors November 2012 - Present
MAK Technologies February 2009 - September 2009
Highland Capital Management, L.P. January 1997 - September 1997
BBN Technologies December 1994 - December 1996
Skills
PowerPoint, Event Planning, Research, Event Management, Social Media
Education
Drake University
Associate's degree, Busines
Lesley College
John L. Dunn's Highland Capital Management, L.P. Experience July 2015 - Present
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. July 2015 - Present
AEI Fund Management, Inc December 2014 - July 2015
Hartman Income REIT September 2012 - December 2014
Hines June 2011 - September 2012
Hines January 2004 - June 2011
Skills
Series 7, Series 63, Salesforce.com, Public Speaking, Investments, Financial Markets, Sales, Client Development, Commercial Real Estate, Real Estate Sales..., Capital Markets, Alternative Investments, Investment Strategies, Real Estate Economics, Financial Services, Securities, Brokerage, Disposition, Real Estate, Contract Negotiation, Real Estate Transactions, Investment Advisory, Investment Properties, Due Diligence, Selling, Business Development, Mutual Funds, Portfolio Management, Financial Analysis, Valuation, Leases, Real Estate Financing, Investment Management, ETFs
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2000
BBA, Marketing
Louisiana State University 1996 — 1997
Episcopal High School 1992 — 1996
Highland Capital Management, L.P. July 2015 - Present
AEI Fund Management, Inc December 2014 - July 2015
Hartman Income REIT September 2012 - December 2014
Hines June 2011 - September 2012
Hines January 2004 - June 2011
Skills
Series 7, Series 63, Salesforce.com, Public Speaking, Investments, Financial Markets, Sales, Client Development, Commercial Real Estate, Real Estate Sales..., Capital Markets, Alternative Investments, Investment Strategies, Real Estate Economics, Financial Services, Securities, Brokerage, Disposition, Real Estate, Contract Negotiation, Real Estate Transactions, Investment Advisory, Investment Properties, Due Diligence, Selling, Business Development, Mutual Funds, Portfolio Management, Financial Analysis, Valuation, Leases, Real Estate Financing, Investment Management, ETFs
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2000
BBA, Marketing
Louisiana State University 1996 — 1997
Episcopal High School 1992 — 1996
Steven Brasher Steven Brasher's Highland Capital Management, L.P. Experience January 2015 - March 2015
Job
Industry Human Resources
Experience
Sally Beauty March 2015 - Present
Highland Capital Management, L.P. January 2015 - March 2015
Rent-A-Center August 2013 - December 2013
ARGO Data Resource Corporation July 2012 - November 2012
Retalix USA, Inc September 2010 - March 2012
VHA December 2007 - July 2009
StraightSource December 2006 - December 2007
Insight Inc. (formerly known as Software Spectrum) November 2005 - December 2006
FedEx Kinko's March 2002 - November 2005
eJobs August 1997 - March 2002
Skills
Cold Calling, Applicant Tracking..., Technical Recruiting, Training, Management, Human Resources, Recruiting, Talent Acquisition, Sourcing, Team Management, Hiring, Temporary Placement, Leadership, Sales, Program Management, Customer Service, Interviews, Networking, Business Development, Internet Recruiting, Employee Relations, Onboarding, Talent Management, Consulting, Vendor Management, Executive Search, Performance Management, Benefits Negotiation, College Recruiting, Contract Recruitment, Screening Resumes, HRIS, Personnel Management, Screening, Employee Benefits, Building Relationships, Employee Engagement, Staffing Services, Workforce Planning, PeopleSoft, Employee Training, Staff Augmentation, Taleo, Permanent Placement, HR Consulting, Recruitment Advertising, HR Policies, Relationship Building
Education
Stephen F. Austin State University 1993 — 1995
BBA, Management
Collin County Community College 1992 — 1993
Sally Beauty March 2015 - Present
Highland Capital Management, L.P. January 2015 - March 2015
Rent-A-Center August 2013 - December 2013
ARGO Data Resource Corporation July 2012 - November 2012
Retalix USA, Inc September 2010 - March 2012
VHA December 2007 - July 2009
StraightSource December 2006 - December 2007
Insight Inc. (formerly known as Software Spectrum) November 2005 - December 2006
FedEx Kinko's March 2002 - November 2005
eJobs August 1997 - March 2002
Skills
Cold Calling, Applicant Tracking..., Technical Recruiting, Training, Management, Human Resources, Recruiting, Talent Acquisition, Sourcing, Team Management, Hiring, Temporary Placement, Leadership, Sales, Program Management, Customer Service, Interviews, Networking, Business Development, Internet Recruiting, Employee Relations, Onboarding, Talent Management, Consulting, Vendor Management, Executive Search, Performance Management, Benefits Negotiation, College Recruiting, Contract Recruitment, Screening Resumes, HRIS, Personnel Management, Screening, Employee Benefits, Building Relationships, Employee Engagement, Staffing Services, Workforce Planning, PeopleSoft, Employee Training, Staff Augmentation, Taleo, Permanent Placement, HR Consulting, Recruitment Advertising, HR Policies, Relationship Building
Education
Stephen F. Austin State University 1993 — 1995
BBA, Management
Collin County Community College 1992 — 1993
Jennifer Buntz's Highland Capital Management, L.P. Experience January 2015 - Present
Job Regional Sales Consultant at Highland Capital Management, L.P.
Industry Public Relations and Communications
Experience
Highland Capital Management, L.P. January 2015 - Present
Legg Mason June 2014 - Present
PepsiCo January 2013 - June 2014
The Richards Group September 2012 - December 2012
Moon Capital June 2012 - July 2012
Brunswick Group January 2012 - May 2012
Rest + Revolution Public Relations August 2011 - January 2012
Laureate Psychiatric Hospital / Saint Francis Health Systems June 2011 - August 2011
Plan B Public Relations January 2011 - May 2011
SMU Daily Campus January 2011 - May 2011
Skills
Corporate Communications, Media Relations, Financial Communications, Fashion Public Relations, Strategic Communications, Team Leadership, Social Networking, Public Relations, Social Media, Press Releases, Facebook
Education
Southern Methodist University 2009 — 2012
Coporate Communications and Public Affairs with a Minor in Journalism, Communications
Highland Capital Management, L.P. January 2015 - Present
Legg Mason June 2014 - Present
PepsiCo January 2013 - June 2014
The Richards Group September 2012 - December 2012
Moon Capital June 2012 - July 2012
Brunswick Group January 2012 - May 2012
Rest + Revolution Public Relations August 2011 - January 2012
Laureate Psychiatric Hospital / Saint Francis Health Systems June 2011 - August 2011
Plan B Public Relations January 2011 - May 2011
SMU Daily Campus January 2011 - May 2011
Skills
Corporate Communications, Media Relations, Financial Communications, Fashion Public Relations, Strategic Communications, Team Leadership, Social Networking, Public Relations, Social Media, Press Releases, Facebook
Education
Southern Methodist University 2009 — 2012
Coporate Communications and Public Affairs with a Minor in Journalism, Communications
Christopher Mortensen's Highland Capital Management, L.P. Experience 2014 - February 2015
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2015 - Present
Highland Capital Management, L.P. 2014 - February 2015
United States Marine Corps August 2012 - December 2013
United States Marine Corps September 2011 - June 2012
United States Marine Corps February 2009 - June 2012
United States Marine Corps June 2007 - September 2011
Skills
Intelligence Analysis, Intelligence, Top Secret, Force Protection, Translation, Transcription, Interpreting, Collection Management, Military Training, Military, Security, Research, National Security, Counterinsurgency, Military Experience, Arabic, Modern Standard Arabic, International Relations, Political Science, Middle Eastern Studies, Counterterrorism, Foreign Policy, Defense, Operational Planning, Homeland Security, DoD, Security Clearance
Education
Dartmouth College 2012 — 2014
Bachelor's degree, Political Science and Government
Københavns Universitet / University of Copenhagen 2013 — 2014
Political Science and Government
Defense Language Institute 2007 — 2009
Associate of Arts (AA), Modern Standard Arabic
Wilbraham and Monson Academy 2003 — 2007
High School, 4.0
AXA Advisors June 2015 - Present
Highland Capital Management, L.P. 2014 - February 2015
United States Marine Corps August 2012 - December 2013
United States Marine Corps September 2011 - June 2012
United States Marine Corps February 2009 - June 2012
United States Marine Corps June 2007 - September 2011
Skills
Intelligence Analysis, Intelligence, Top Secret, Force Protection, Translation, Transcription, Interpreting, Collection Management, Military Training, Military, Security, Research, National Security, Counterinsurgency, Military Experience, Arabic, Modern Standard Arabic, International Relations, Political Science, Middle Eastern Studies, Counterterrorism, Foreign Policy, Defense, Operational Planning, Homeland Security, DoD, Security Clearance
Education
Dartmouth College 2012 — 2014
Bachelor's degree, Political Science and Government
Københavns Universitet / University of Copenhagen 2013 — 2014
Political Science and Government
Defense Language Institute 2007 — 2009
Associate of Arts (AA), Modern Standard Arabic
Wilbraham and Monson Academy 2003 — 2007
High School, 4.0
Andrew Hilgenbrink Andrew Hilgenbrink's Highland Capital Management, L.P. Experience January 2012 - Present
Job Manage all biotechnology investments for the Healthcare Funds
Industry Financial Services
Experience
Highland Capital Management, L.P. January 2012 - Present
Jefferies & Company March 2008 - December 2011
Amylin Pharmaceuticals May 2007 - August 2007
Purdue University November 2000 - July 2006
Optical Therapeutic Technologies September 2003 - April 2004
Purdue University August 2000 - May 2001
Skills
Biotechnology, Financial Analysis, Drug Delivery, Investments, Autoimmune Diseases, Diabetes, Cancer, Commercialization, Market Analysis, Start-ups, Pharmaceutical Industry, Healthcare, Strategy, Finance, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance Concentration
Purdue University 2000 — 2006
PhD, Chemistry
University of Missouri-Columbia 1996 — 2000
BS, Biochemistry
Highland Capital Management, L.P. January 2012 - Present
Jefferies & Company March 2008 - December 2011
Amylin Pharmaceuticals May 2007 - August 2007
Purdue University November 2000 - July 2006
Optical Therapeutic Technologies September 2003 - April 2004
Purdue University August 2000 - May 2001
Skills
Biotechnology, Financial Analysis, Drug Delivery, Investments, Autoimmune Diseases, Diabetes, Cancer, Commercialization, Market Analysis, Start-ups, Pharmaceutical Industry, Healthcare, Strategy, Finance, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance Concentration
Purdue University 2000 — 2006
PhD, Chemistry
University of Missouri-Columbia 1996 — 2000
BS, Biochemistry
Audrey DeWitt Audrey DeWitt's Highland Capital Management, L.P. Experience February 2012 - March 2015
Job Relationship Associate at Credit Suisse
Industry Investment Management
Experience
Credit Suisse March 2015 - Present
Highland Capital Management, L.P. February 2012 - March 2015
Associa June 2009 - February 2012
Skills
Marketing Communications, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Texas Christian University 2005 — 2009
Bachelor of Science, Business, Communications
Credit Suisse March 2015 - Present
Highland Capital Management, L.P. February 2012 - March 2015
Associa June 2009 - February 2012
Skills
Marketing Communications, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Texas Christian University 2005 — 2009
Bachelor of Science, Business, Communications
Ethan Powell CFA CPA's Highland Capital Management, L.P. Experience March 2007 - Present
Job Chief Product Strategist and Executive Vice President Highland Capital Management Fund Advisors, LP
Industry Investment Management
Experience
Highland Capital Management, L.P. March 2007 - Present
Highland Capital 2007 - 2013
Highland Capital Management March 2007 - January 2012
Ernst & Young 1998 - 2007
Skills
Asset Management, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Portfolio Management, Valuation, Due Diligence, Leveraged Finance, Strategy, Private Equity, Asset Managment, Mutual Funds, Capital Markets, Investment Management, Financial Modeling, Asset Allocation
Education
Texas A&M University 1998 — 1999
MS, Information Systems
Highland Capital Management, L.P. March 2007 - Present
Highland Capital 2007 - 2013
Highland Capital Management March 2007 - January 2012
Ernst & Young 1998 - 2007
Skills
Asset Management, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Portfolio Management, Valuation, Due Diligence, Leveraged Finance, Strategy, Private Equity, Asset Managment, Mutual Funds, Capital Markets, Investment Management, Financial Modeling, Asset Allocation
Education
Texas A&M University 1998 — 1999
MS, Information Systems
Soo Jin Park Soo Jin Park's Highland Capital Management, L.P. Experience April 2012 - July 2012
Job Associate, Mergers & Acquisitions at Jefferies LLC
Industry Financial Services
Experience
Jefferies August 2014 - Present
Jefferies June 2013 - August 2013
Highland Capital Management, L.P. April 2012 - July 2012
Arthur D. Little April 2008 - April 2012
US Army March 2006 - March 2008
Skills
Management Consulting, Strategic Consulting, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison 2002 — 2005
Bachelor of Science (B.S.), Economics
Jefferies August 2014 - Present
Jefferies June 2013 - August 2013
Highland Capital Management, L.P. April 2012 - July 2012
Arthur D. Little April 2008 - April 2012
US Army March 2006 - March 2008
Skills
Management Consulting, Strategic Consulting, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison 2002 — 2005
Bachelor of Science (B.S.), Economics
Tyler Nau Tyler Nau's Highland Capital Management, L.P. Experience January 2006 - February 2009
Job Senior Vice President, Suddenlink Communications
Industry Telecommunications
Experience
Suddenlink Communications, Commercial and Advertising Operations March 2009 - Present
Highland Capital Management, L.P. January 2006 - February 2009
Broadstripe LLC January 2008 - January 2009
Suddenlink Communications March 2004 - January 2006
Cequel III November 2002 - March 2004
Charter Communications May 2001 - November 2002
Skills
Broadband, Wireless, Mergers, Cables, Marketing, Finance, Radio, Outdoor Advertising, Broadcast Television, Telecommunications, Strategic Planning, New Business Development
Education
Harvard Business School 2015 — 2015
Executive Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Finance and Strategy
Southern Methodist University 1991 — 1995
B.S. Engineering, Management Science/Mechanical Engineering
Suddenlink Communications, Commercial and Advertising Operations March 2009 - Present
Highland Capital Management, L.P. January 2006 - February 2009
Broadstripe LLC January 2008 - January 2009
Suddenlink Communications March 2004 - January 2006
Cequel III November 2002 - March 2004
Charter Communications May 2001 - November 2002
Skills
Broadband, Wireless, Mergers, Cables, Marketing, Finance, Radio, Outdoor Advertising, Broadcast Television, Telecommunications, Strategic Planning, New Business Development
Education
Harvard Business School 2015 — 2015
Executive Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Finance and Strategy
Southern Methodist University 1991 — 1995
B.S. Engineering, Management Science/Mechanical Engineering
Elliot Schuler Elliot Schuler's Highland Capital Management, L.P. Experience 2011 - 2013
Job Strategic Legal Consultant, Attorney, and Subrogation Adviser
Industry Legal Services
Experience
North American Subrogation 2013 - Present
Schuler + Zarin 2013 - Present
Highland Capital Management, L.P. 2011 - 2013
Baker & McKenzie LLP 2003 - 2011
Strasburger & Price 2001 - 2003
Skills
Assets Recovery, Humor, Insolvency, Restructuring, Corporate Law, Commercial Litigation, Litigation, Courts, Trade Secrets, Corporate Finance, Corporate Governance, Creditors' Rights, Bankruptcy, Dispute Resolution, Appeals, Chapter 11, Class Actions, Joint Ventures, Arbitration, Legal Assistance, Mergers, Cross-border..., Intellectual Property, Mediation, Securities Regulation, Legal Advice, Civil Litigation, Litigation Support, Claim, Competition Law, Licensing, Trademarks, Trials, Legal Issues, Dispute, Insurance Law, Construction Law, Employment Law, Legal Research, Mergers & Acquisitions, Legal Writing, Privacy Law, International Law, Product Liability, Litigation Management, Due Diligence, Employment Contracts, Personal Injury, Legal Compliance, Securities
Education
Emory University School of Law 1998 — 2001
JD, Law
The University of Texas at Austin 1994 — 1998
Bachelor of Arts (B.A.)
Jericho Senior High School, Jericho, NY
North American Subrogation 2013 - Present
Schuler + Zarin 2013 - Present
Highland Capital Management, L.P. 2011 - 2013
Baker & McKenzie LLP 2003 - 2011
Strasburger & Price 2001 - 2003
Skills
Assets Recovery, Humor, Insolvency, Restructuring, Corporate Law, Commercial Litigation, Litigation, Courts, Trade Secrets, Corporate Finance, Corporate Governance, Creditors' Rights, Bankruptcy, Dispute Resolution, Appeals, Chapter 11, Class Actions, Joint Ventures, Arbitration, Legal Assistance, Mergers, Cross-border..., Intellectual Property, Mediation, Securities Regulation, Legal Advice, Civil Litigation, Litigation Support, Claim, Competition Law, Licensing, Trademarks, Trials, Legal Issues, Dispute, Insurance Law, Construction Law, Employment Law, Legal Research, Mergers & Acquisitions, Legal Writing, Privacy Law, International Law, Product Liability, Litigation Management, Due Diligence, Employment Contracts, Personal Injury, Legal Compliance, Securities
Education
Emory University School of Law 1998 — 2001
JD, Law
The University of Texas at Austin 1994 — 1998
Bachelor of Arts (B.A.)
Jericho Senior High School, Jericho, NY
Kenneth Toudouze Kenneth Toudouze's Highland Capital Management, L.P. Experience 2001 - 2007
Job President at Optimum Disposal
Industry Oil & Energy
Experience
Optimum Disposal October 2012 - Present
HHFMS March 2010 - February 2012
Barrier Advisors August 2007 - March 2010
Highland Capital Management, L.P. 2001 - 2007
Skills
Equities, Private Equity, Alternative Investments, Portfolio Management, Business Strategy, Valuation, Hedge Funds, Financial Modeling, Restructuring, Project Management, Change Management, Leveraged Finance, Mergers & Acquisitions, Cross-functional Team..., Strategy, Negotiation, Financial Analysis, Strategic Planning, Due Diligence, Investments, Financial Structuring
Education
Southern Methodist University 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University 1982 — 1986
Bachelor’s Degree, Electrical and Electronics Engineering
Optimum Disposal October 2012 - Present
HHFMS March 2010 - February 2012
Barrier Advisors August 2007 - March 2010
Highland Capital Management, L.P. 2001 - 2007
Skills
Equities, Private Equity, Alternative Investments, Portfolio Management, Business Strategy, Valuation, Hedge Funds, Financial Modeling, Restructuring, Project Management, Change Management, Leveraged Finance, Mergers & Acquisitions, Cross-functional Team..., Strategy, Negotiation, Financial Analysis, Strategic Planning, Due Diligence, Investments, Financial Structuring
Education
Southern Methodist University 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University 1982 — 1986
Bachelor’s Degree, Electrical and Electronics Engineering
Eleni Vlahakis Eleni Vlahakis's Highland Capital Management, L.P. Experience 2011 - Present
Job Director at Highland Capital Management, L.P.
Industry Banking
Experience
Highland Capital Management, L.P. 2011 - Present
JPMorgan Chase 2007 - 2011
Policy Selection Limited 2005 - 2007
PricewaterhouseCoopers 2000 - 2005
Skills
Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds
Education
New York University 1997 — 2001
BA, Mathematics
Highland Capital Management, L.P. 2011 - Present
JPMorgan Chase 2007 - 2011
Policy Selection Limited 2005 - 2007
PricewaterhouseCoopers 2000 - 2005
Skills
Alternative Investments, Financial Modeling, Fixed Income, Hedge Funds
Education
New York University 1997 — 2001
BA, Mathematics
John Roby's Highland Capital Management, L.P. Experience June 2011 - July 2012
Job VP of Finance at Titanium Exploration Partners
Industry Oil & Energy
Experience
Titanium Exploration Partners June 2014 - Present
Congruent Investment Partners July 2012 - June 2014
Highland Capital Management, L.P. June 2011 - July 2012
Terawatt Ventures August 2010 - June 2011
Oxy 2006 - 2009
Skills
Financial Modeling, Energy, Venture Capital, Private Equity, Credit Analysis, Valuation, Strategy, Corporate Finance, Mergers & Acquisitions, Real Estate, Entrepreneurship, Investment Banking, Credit, Investments, Equities, Financial Analysis, Loans
Education
Harvard Business School 2009 — 2011
MBA
The University of Texas at Austin 2002 — 2006
B.S. honors, Mechanical Engineering
Titanium Exploration Partners June 2014 - Present
Congruent Investment Partners July 2012 - June 2014
Highland Capital Management, L.P. June 2011 - July 2012
Terawatt Ventures August 2010 - June 2011
Oxy 2006 - 2009
Skills
Financial Modeling, Energy, Venture Capital, Private Equity, Credit Analysis, Valuation, Strategy, Corporate Finance, Mergers & Acquisitions, Real Estate, Entrepreneurship, Investment Banking, Credit, Investments, Equities, Financial Analysis, Loans
Education
Harvard Business School 2009 — 2011
MBA
The University of Texas at Austin 2002 — 2006
B.S. honors, Mechanical Engineering
Brad Cooke AAMS® Brad Cooke AAMS®'s Highland Capital Management, L.P. Experience August 2015 - Present
Job Regional sales consultant
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2015 - Present
USAA December 2014 - August 2015
USAA January 2014 - December 2014
The Botsford Group February 2013 - October 2013
The Wealth Strategies Group 2010 - December 2012
Skills
Financial Planning, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Investments, Leadership, Strategic Planning, Team Building
Education
Southeastern Oklahoma State University 2001 — 2007
Bachelor of Science (B.S.), Occupational safety and health
Highland Capital Management, L.P. August 2015 - Present
USAA December 2014 - August 2015
USAA January 2014 - December 2014
The Botsford Group February 2013 - October 2013
The Wealth Strategies Group 2010 - December 2012
Skills
Financial Planning, Asset Allocation, Series 7, Mutual Funds, Wealth Management, Investment Advisory, Retirement Planning, Investments, Leadership, Strategic Planning, Team Building
Education
Southeastern Oklahoma State University 2001 — 2007
Bachelor of Science (B.S.), Occupational safety and health
Michael Klisares Michael Klisares's Highland Capital Management, L.P. Experience June 2014 - July 2015
Job Regional Director at Cantor Fitzgerald & Co.
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Highland Capital Management, L.P. June 2014 - July 2015
ICON Investments August 2013 - July 2014
Behringer Harvard 2002 - March 2013
Allmerica Financial 1992 - 2002
Eden Financial 1985 - 1992
AG Edwards 1981 - 1985
Burroughs 1977 - 1981
Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...
Education
Iowa State University 1973 — 1977
Bachelor, Finance
Cantor Fitzgerald September 2015 - Present
Highland Capital Management, L.P. June 2014 - July 2015
ICON Investments August 2013 - July 2014
Behringer Harvard 2002 - March 2013
Allmerica Financial 1992 - 2002
Eden Financial 1985 - 1992
AG Edwards 1981 - 1985
Burroughs 1977 - 1981
Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...
Education
Iowa State University 1973 — 1977
Bachelor, Finance
Taylor Colbert, CPA Taylor Colbert, CPA's Highland Capital Management, L.P. Experience July 2015 - Present
Job Fund Analyst at Highland Capital Management | CFA Level III Candidate
Industry Accounting
Experience
Highland Capital Management, L.P. July 2015 - Present
KPMG July 2015 - July 2015
KPMG July 2014 - July 2015
Rothstein Kass November 2013 - June 2014
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Consulting
Highland Capital Management, L.P. July 2015 - Present
KPMG July 2015 - July 2015
KPMG July 2014 - July 2015
Rothstein Kass November 2013 - June 2014
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (M.S.), Accounting
Southern Methodist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Consulting
Tania Singh Bari Tania Singh Bari's Highland Capital Management, L.P. Experience August 2008 - April 2009
Job Senior Vice President at Citi Private Bank
Industry Banking
Experience
Citi September 2015 - Present
JP Morgan Chase September 2009 - August 2015
Highland Capital Management, L.P. August 2008 - April 2009
Credit Suisse April 2004 - March 2008
Morgan Stanley February 2002 - April 2004
Skills
Wealth Management, Fixed Income, Interest Rate..., Securitized Credit, Hedge Funds, FX, Economics, Credit Derivatives, Equities, Public Speaking, Capital Markets, Alternative Investments, Trading, Financial Modeling, Investments
Education
Rutgers Business School 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1997 — 2001
Bachelor's degree, Economics / Psychology
Citi September 2015 - Present
JP Morgan Chase September 2009 - August 2015
Highland Capital Management, L.P. August 2008 - April 2009
Credit Suisse April 2004 - March 2008
Morgan Stanley February 2002 - April 2004
Skills
Wealth Management, Fixed Income, Interest Rate..., Securitized Credit, Hedge Funds, FX, Economics, Credit Derivatives, Equities, Public Speaking, Capital Markets, Alternative Investments, Trading, Financial Modeling, Investments
Education
Rutgers Business School 2004 — 2007
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick 1997 — 2001
Bachelor's degree, Economics / Psychology
Jamie Trenkner Jamie Trenkner's Highland Capital Management, L.P. Experience June 2015 - Present
Job Investor Relations Analyst at Highland Capital Management, L.P.
Industry Apparel & Fashion
Experience
Highland Capital Management, L.P. June 2015 - Present
Neiman Marcus June 2013 - May 2015
Neiman Marcus June 2013 - August 2013
Southern Methodist University August 2012 - December 2012
W Urban Body Sanctuary June 2012 - August 2012
L.M.L Estate Management June 2011 - June 2011
The Fashion Industry Gallery (F.I.G) June 2010 - January 2011
Victoria's Secret November 2008 - August 2010
Vera Bradley May 2009 - June 2009
Skills
Social Media, PowerPoint, Retail, Marketing, Excel, Word, Photoshop, Microsoft Office, Sales, Facebook, Microsoft Word, Public Speaking, Fashion, Microsoft Excel, Social Media Marketing, Event Planning, Social Networking, Advertising, Time Management, Merchandising, Data Analysis, Inventory Management, Finance, Customer Service, Research
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Management
Southern Methodist University 2009 — 2013
Bachelor of Arts (BA), Sociology
Oxford University 2011 — 2011
English
Canterbury School - Fort Wayne 2005 — 2009
High School
Highland Capital Management, L.P. June 2015 - Present
Neiman Marcus June 2013 - May 2015
Neiman Marcus June 2013 - August 2013
Southern Methodist University August 2012 - December 2012
W Urban Body Sanctuary June 2012 - August 2012
L.M.L Estate Management June 2011 - June 2011
The Fashion Industry Gallery (F.I.G) June 2010 - January 2011
Victoria's Secret November 2008 - August 2010
Vera Bradley May 2009 - June 2009
Skills
Social Media, PowerPoint, Retail, Marketing, Excel, Word, Photoshop, Microsoft Office, Sales, Facebook, Microsoft Word, Public Speaking, Fashion, Microsoft Excel, Social Media Marketing, Event Planning, Social Networking, Advertising, Time Management, Merchandising, Data Analysis, Inventory Management, Finance, Customer Service, Research
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Management
Southern Methodist University 2009 — 2013
Bachelor of Arts (BA), Sociology
Oxford University 2011 — 2011
English
Canterbury School - Fort Wayne 2005 — 2009
High School
Ashley Urban's Highland Capital Management, L.P. Experience June 2013 - August 2013
Job Data Analyst at ResCare
Industry Human Resources
Experience
ResCare February 2015 - Present
TuneCore September 2012 - Present
Highland Capital Management, L.P. June 2013 - August 2013
Skills
Microsoft Office, Web Design, WordPress, Management, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, HTML5, HTML Scripting, CSS, Web Development, Songwriting, Social Media, Studio Recording, Sound Design, Product Management, Music Industry, Recording, Writing, Music, Editing, Public Relations, Microsoft Excel, Social Networking, Teaching, Social Media Marketing, Quality Control, Team Coordination, Learning Styles, Troubleshooting, Service Orientation, Persuasive Speaker, Educational Technology, Easily Adaptable, Conflict Resolution, Anger Management, Data Collection, Inventory Accuracy, Help Desk Support
Education
Southwestern Assemblies of God University 2011 — 2014
Associate of Arts (A.A.), Media
ResCare February 2015 - Present
TuneCore September 2012 - Present
Highland Capital Management, L.P. June 2013 - August 2013
Skills
Microsoft Office, Web Design, WordPress, Management, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, HTML5, HTML Scripting, CSS, Web Development, Songwriting, Social Media, Studio Recording, Sound Design, Product Management, Music Industry, Recording, Writing, Music, Editing, Public Relations, Microsoft Excel, Social Networking, Teaching, Social Media Marketing, Quality Control, Team Coordination, Learning Styles, Troubleshooting, Service Orientation, Persuasive Speaker, Educational Technology, Easily Adaptable, Conflict Resolution, Anger Management, Data Collection, Inventory Accuracy, Help Desk Support
Education
Southwestern Assemblies of God University 2011 — 2014
Associate of Arts (A.A.), Media
Brittany Luchey, CPA Brittany Luchey, CPA's Highland Capital Management, L.P. Experience January 2013 - December 2014
Job Senior Tax Accountant at Southcross Energy Partners, L.P.
Industry Accounting
Experience
Southcross Energy Partners, L.P. January 2015 - Present
Highland Capital Management, L.P. January 2013 - December 2014
PricewaterhouseCoopers June 2012 - January 2013
PricewaterhouseCoopers July 2010 - June 2012
Skills
International Tax, Private Equity, Tax Research, US GAAP, Partnership Taxation, Financial Services, International Tax..., Fund Of Funds, Corporate Tax, Tax Accounting
Education
Texas A&M University 2009 — 2010
Master of Science (MS), Finance
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Southcross Energy Partners, L.P. January 2015 - Present
Highland Capital Management, L.P. January 2013 - December 2014
PricewaterhouseCoopers June 2012 - January 2013
PricewaterhouseCoopers July 2010 - June 2012
Skills
International Tax, Private Equity, Tax Research, US GAAP, Partnership Taxation, Financial Services, International Tax..., Fund Of Funds, Corporate Tax, Tax Accounting
Education
Texas A&M University 2009 — 2010
Master of Science (MS), Finance
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Matthew X. Goetz Matthew X. Goetz's Highland Capital Management, L.P. Experience June 2014 - Present
Job Senior Analyst
Industry Investment Management
Experience
Highland Capital Management, L.P. June 2014 - Present
CBRE Capital Markets September 2009 - June 2014
Kershner Trading Group January 2009 - September 2009
Meritage Capital LLC May 2008 - January 2009
Education
St. Edward's University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Highland Capital Management, L.P. June 2014 - Present
CBRE Capital Markets September 2009 - June 2014
Kershner Trading Group January 2009 - September 2009
Meritage Capital LLC May 2008 - January 2009
Education
St. Edward's University 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Blair Roeber Blair Roeber's Highland Capital Management, L.P. Experience September 2015 - Present
Job Accounts Payable Analyst
Industry Financial Services
Experience
Highland Capital Management, L.P. September 2015 - Present
Cowgirls Entertainment September 2008 - Present
Miss Persis Studio of Dance August 2008 - Present
Carlson Capital, L.P. October 2011 - July 2015
Carlson Capital, L.P. January 2011 - September 2011
Miss Persis Studio of Dance August 2008 - November 2010
Camp Thurman May 1997 - August 2010
Baylor University May 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Data Analysis, Analysis, Risk Management, Outlook, Financial Reporting, Corporate Finance, QuickBooks, Research, Business Analysis, Financial Accounting, Project Management, Auditing, Negotiation, Customer Service, Accounts Payable, General Ledger, Investments, Finance, Leadership, Process Improvement
Education
Baylor University - Hankamer School of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Management
Baylor University 2003 — 2008
BBA, Management
Pantego Christian Academy
Highland Capital Management, L.P. September 2015 - Present
Cowgirls Entertainment September 2008 - Present
Miss Persis Studio of Dance August 2008 - Present
Carlson Capital, L.P. October 2011 - July 2015
Carlson Capital, L.P. January 2011 - September 2011
Miss Persis Studio of Dance August 2008 - November 2010
Camp Thurman May 1997 - August 2010
Baylor University May 2006 - May 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Data Analysis, Analysis, Risk Management, Outlook, Financial Reporting, Corporate Finance, QuickBooks, Research, Business Analysis, Financial Accounting, Project Management, Auditing, Negotiation, Customer Service, Accounts Payable, General Ledger, Investments, Finance, Leadership, Process Improvement
Education
Baylor University - Hankamer School of Business 2005 — 2008
Bachelor of Business Administration (B.B.A.), Management
Baylor University 2003 — 2008
BBA, Management
Pantego Christian Academy
Bobby McCormick, CFA's Highland Capital Management, L.P. Experience August 2015 - Present
Job Director of Exchange Traded Products at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2015 - Present
Highland Capital Management, L.P. July 2014 - August 2015
Fidelity Investments February 2010 - July 2014
Deutsche Bank March 2009 - February 2010
Skills
Fixed Income, Bonds, Portfolio Management, Wealth Management, Bloomberg, Investments, Series 7, Securities, Mutual Funds, Financial Modeling
Education
Florida State University 2004 — 2008
Bachelor Science, Finance
Highland Capital Management, L.P. August 2015 - Present
Highland Capital Management, L.P. July 2014 - August 2015
Fidelity Investments February 2010 - July 2014
Deutsche Bank March 2009 - February 2010
Skills
Fixed Income, Bonds, Portfolio Management, Wealth Management, Bloomberg, Investments, Series 7, Securities, Mutual Funds, Financial Modeling
Education
Florida State University 2004 — 2008
Bachelor Science, Finance
Anna V. Spector's Highland Capital Management, L.P. Experience June 2008 - November 2010
Job Deputy Chief Compliance Officer at KKR
Industry Financial Services
Experience
KKR December 2012 - Present
PwC January 2011 - December 2012
NexBank Securities, Inc. January 2009 - December 2010
Highland Capital Management, L.P. June 2008 - November 2010
Conifer Securities June 2007 - June 2008
Fisher Investments August 2004 - June 2007
Skills
Private Equity, Corporate Governance, Valuation, Investor Relations, Hedge Funds, Compliance, Consulting, Mutual Funds, Alternative Assets, Finance, Derivatives, Securities, Trading, Financial Services, Asset Management, Dodd-Frank
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Management
University of California, San Diego
Bachelor of Arts, Political Science; International Relations
Palo Alto High School
KKR December 2012 - Present
PwC January 2011 - December 2012
NexBank Securities, Inc. January 2009 - December 2010
Highland Capital Management, L.P. June 2008 - November 2010
Conifer Securities June 2007 - June 2008
Fisher Investments August 2004 - June 2007
Skills
Private Equity, Corporate Governance, Valuation, Investor Relations, Hedge Funds, Compliance, Consulting, Mutual Funds, Alternative Assets, Finance, Derivatives, Securities, Trading, Financial Services, Asset Management, Dodd-Frank
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Management
University of California, San Diego
Bachelor of Arts, Political Science; International Relations
Palo Alto High School
Derek Knutson Derek Knutson's Highland Capital Management, L.P. Experience May 2014 - Present
Job Regional Consultant at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. May 2014 - Present
Fidelity Investments October 2010 - May 2014
Texas Outlaws September 2009 - March 2010
Skills
Investments, Finance, Financial Modeling, Valuation, Capital Markets, Investment Management, Alternative Investments, Stock Market, Financial Markets, Stocks, Financial Advisory, Equities, Series 7, Series 63, Series 66, 401k, Retirement, Securities, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services, ETFs, High Net Worth..., Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of North Texas 2005 — 2009
Bachelor of Science
University of the Incarnate Word 2004 — 2005
Electrical and Electronics Engineering
Highland Capital Management, L.P. May 2014 - Present
Fidelity Investments October 2010 - May 2014
Texas Outlaws September 2009 - March 2010
Skills
Investments, Finance, Financial Modeling, Valuation, Capital Markets, Investment Management, Alternative Investments, Stock Market, Financial Markets, Stocks, Financial Advisory, Equities, Series 7, Series 63, Series 66, 401k, Retirement, Securities, Uniform Combined State..., Asset Allocation, Wealth Management, Financial Services, ETFs, High Net Worth..., Fixed Income, Hedge Funds, Portfolio Management, Asset Management, Financial Analysis
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of North Texas 2005 — 2009
Bachelor of Science
University of the Incarnate Word 2004 — 2005
Electrical and Electronics Engineering
Matthew Kortlander Matthew Kortlander's Highland Capital Management, L.P. Experience December 2012 - July 2014
Job Internal Sales Desk Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management August 2014 - Present
Highland Capital Management, L.P. December 2012 - July 2014
Merrill Lynch July 2012 - November 2012
Skills
Economics, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Advisory, Retirement Planning, Alternative Investment..., Zephyr Style Advisor, Portfolio Management, Leadership, Fixed Income, Management, Financial Analysis, Investments, Financial Modeling, Private Equity, Bloomberg, Outlook, Mutual Funds, Sales, Research, Access, Equities, Strategy, Marketing, Hedge Funds, Alternative Investments, CRM, Finance, Equity Research, Facebook, Securities, Capital IQ, Analysis, Investment Strategies, Wealth Management, Social Media, Market Research, Valuation, Options, Time Management, Asset Management, Risk Management, Social Networking, Corporate Finance, Morningstar Direct, Investment Management, Financial Services
Education
Southern Methodist University 2008 — 2012
B.A., Markets and Cultures, History, Sociology
Christian Brothers Academy 2004 — 2008
Morgan Stanley Investment Management August 2014 - Present
Highland Capital Management, L.P. December 2012 - July 2014
Merrill Lynch July 2012 - November 2012
Skills
Economics, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Advisory, Retirement Planning, Alternative Investment..., Zephyr Style Advisor, Portfolio Management, Leadership, Fixed Income, Management, Financial Analysis, Investments, Financial Modeling, Private Equity, Bloomberg, Outlook, Mutual Funds, Sales, Research, Access, Equities, Strategy, Marketing, Hedge Funds, Alternative Investments, CRM, Finance, Equity Research, Facebook, Securities, Capital IQ, Analysis, Investment Strategies, Wealth Management, Social Media, Market Research, Valuation, Options, Time Management, Asset Management, Risk Management, Social Networking, Corporate Finance, Morningstar Direct, Investment Management, Financial Services
Education
Southern Methodist University 2008 — 2012
B.A., Markets and Cultures, History, Sociology
Christian Brothers Academy 2004 — 2008
Evan Breault's Highland Capital Management, L.P. Experience September 2015 - Present
Job Financial Analyst Real Estate
Industry Financial Services
Experience
Highland Capital Management, L.P. September 2015 - Present
MosquitoNix October 2012 - September 2015
ISNetworld January 2012 - May 2012
Northwestern Mutual August 2011 - October 2011
Cleveland County Abstract January 2011 - July 2011
Gamestop Corporation May 2010 - August 2010
First Fidelity Integrated Business Core January 2010 - May 2010
Jesuit College Prep June 2006 - July 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Customer Service, Marketing, Social Media, Editing, Analysis, Facebook, Finance, Online Marketing, Public Speaking, Time Management, Social Media Marketing
Education
University of Oklahoma - Price College of Business 2007 — 2011
Bachelor, Finance
Collin County Community College 2008 — 2009
Jesuit College Preparatory 2003 — 2007
Highland Capital Management, L.P. September 2015 - Present
MosquitoNix October 2012 - September 2015
ISNetworld January 2012 - May 2012
Northwestern Mutual August 2011 - October 2011
Cleveland County Abstract January 2011 - July 2011
Gamestop Corporation May 2010 - August 2010
First Fidelity Integrated Business Core January 2010 - May 2010
Jesuit College Prep June 2006 - July 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Sales, Customer Service, Marketing, Social Media, Editing, Analysis, Facebook, Finance, Online Marketing, Public Speaking, Time Management, Social Media Marketing
Education
University of Oklahoma - Price College of Business 2007 — 2011
Bachelor, Finance
Collin County Community College 2008 — 2009
Jesuit College Preparatory 2003 — 2007
David Boguslawski David Boguslawski's Highland Capital Management, L.P. Experience September 2011 - Present
Job Private Equity Healthcare PM / Operating Partner at Highland Capital
Industry Venture Capital & Private Equity
Experience
Highland Capital Management, L.P. September 2011 - Present
CCS Medical January 2012 - Present
American HomePatient August 2013 - August 2014
Highland Capital Management, L.P. May 2009 - September 2011
Highland Capital Management, L.P. December 2008 - May 2009
Highland Capital Management October 2007 - December 2008
Lockheed Martin Missiles and Fire Control January 2006 - October 2007
Lockheed Martin February 2004 - January 2006
Skills
Private Equity, Due Diligence, Valuation, Acquisition Integration, Leadership, Project Management, Operations Management, Supply Chain Management, Investment Banking, Project Planning, Industrial Engineering, ERP, Key Performance..., CPIM, Lean Transformation, Financial Analysis, Six Sigma, Business Process..., Start-ups, Forecasting, Business Development, Lean Manufacturing, Manufacturing, Finance
Education
Southern Methodist University 2005 — 2007
MBA, Finance, Strategy, Entrepreneurship
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance, Strategy, Entrepeneurship
University of Arkansas 1999 — 2003
BSIE, Industrial Engineering with Math Minor
Highland Capital Management, L.P. September 2011 - Present
CCS Medical January 2012 - Present
American HomePatient August 2013 - August 2014
Highland Capital Management, L.P. May 2009 - September 2011
Highland Capital Management, L.P. December 2008 - May 2009
Highland Capital Management October 2007 - December 2008
Lockheed Martin Missiles and Fire Control January 2006 - October 2007
Lockheed Martin February 2004 - January 2006
Skills
Private Equity, Due Diligence, Valuation, Acquisition Integration, Leadership, Project Management, Operations Management, Supply Chain Management, Investment Banking, Project Planning, Industrial Engineering, ERP, Key Performance..., CPIM, Lean Transformation, Financial Analysis, Six Sigma, Business Process..., Start-ups, Forecasting, Business Development, Lean Manufacturing, Manufacturing, Finance
Education
Southern Methodist University 2005 — 2007
MBA, Finance, Strategy, Entrepreneurship
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance, Strategy, Entrepeneurship
University of Arkansas 1999 — 2003
BSIE, Industrial Engineering with Math Minor
Tim Lawler Tim Lawler's Highland Capital Management, L.P. Experience April 2006 - September 2013
Job Managing Partner at T4 Capital Talent
Industry Venture Capital & Private Equity
Experience
T4 Capital Talent September 2013 - Present
Highland Capital Management, L.P. April 2006 - September 2013
Capital For Kids March 2010 - August 2013
Consolidated Restaurant Operations, Inc. October 2011 - June 2013
Executive Recruitment Solutions, LLC September 2000 - April 2006
American Standard 1997 - 2000
Lawler Brewing Company 1995 - 1997
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Strategy
University of Wisconsin-Milwaukee 1991 — 1995
BBA, Marketing
T4 Capital Talent September 2013 - Present
Highland Capital Management, L.P. April 2006 - September 2013
Capital For Kids March 2010 - August 2013
Consolidated Restaurant Operations, Inc. October 2011 - June 2013
Executive Recruitment Solutions, LLC September 2000 - April 2006
American Standard 1997 - 2000
Lawler Brewing Company 1995 - 1997
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Strategy
University of Wisconsin-Milwaukee 1991 — 1995
BBA, Marketing
Lindy Heatherington's Highland Capital Management, L.P. Experience July 2008 - November 2008
Job Goshawk Global Investments, LLC
Industry Investment Management
Experience
Goshawk Global Investments, LLC May 2015 - Present
Gottesman Residential Real Estate January 2014 - March 2015
Camp Gladiator June 2012 - January 2014
Mohon-Imber Interiors October 2011 - May 2012
Highland Capital Management November 2008 - October 2011
Highland Capital Management, L.P. July 2008 - November 2008
Walker & Doepfner, P.C. April 2007 - July 2008
Kaeske Law Firm May 2002 - April 2007
Skills
Event Planning, Event Management, Executive...
Education
Proyecto Linguistico Francisco Marroquin
Spanish language and culture
Texas Christian University
Bachelor's Degree, Spanish & Latin American Studies
Trinity Valley School 1982 — 1996
High School
Goshawk Global Investments, LLC May 2015 - Present
Gottesman Residential Real Estate January 2014 - March 2015
Camp Gladiator June 2012 - January 2014
Mohon-Imber Interiors October 2011 - May 2012
Highland Capital Management November 2008 - October 2011
Highland Capital Management, L.P. July 2008 - November 2008
Walker & Doepfner, P.C. April 2007 - July 2008
Kaeske Law Firm May 2002 - April 2007
Skills
Event Planning, Event Management, Executive...
Education
Proyecto Linguistico Francisco Marroquin
Spanish language and culture
Texas Christian University
Bachelor's Degree, Spanish & Latin American Studies
Trinity Valley School 1982 — 1996
High School
Caitlin Nelson Caitlin Nelson's Highland Capital Management, L.P. Experience May 2014 - Present
Job Corporate Counsel at Highland Capital Management, L.P.
Industry Law Practice
Experience
Highland Capital Management, L.P. May 2014 - Present
Akin Gump Strauss Hauer & Feld LLP March 2010 - May 2014
Skills
Litigation, Legal Writing
Education
Southern Methodist University Dedman School of Law 2007 — 2009
J.D.
Trinity University 2002 — 2006
B.A., Political Science and Economics
Highland Capital Management, L.P. May 2014 - Present
Akin Gump Strauss Hauer & Feld LLP March 2010 - May 2014
Skills
Litigation, Legal Writing
Education
Southern Methodist University Dedman School of Law 2007 — 2009
J.D.
Trinity University 2002 — 2006
B.A., Political Science and Economics
John William McNamara's Highland Capital Management, L.P. Experience August 2014 - April 2015
Job Analyst at Thackeray Partners
Industry Real Estate
Experience
Thackeray Partners April 2015 - Present
Highland Capital Management, L.P. August 2014 - April 2015
Parmenter Realty Partners August 2013 - August 2014
BlackBerry 2012 - 2013
St. Mark's School of Texas 2011 - 2013
JLB Partners May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Real Estate Finance
University of Oxford 2014 — 2014
English
Southern Methodist University 2011 — 2015
Minor, Theology/Theological Studies
St. Mark's School of Texas 2006 — 2011
Thackeray Partners April 2015 - Present
Highland Capital Management, L.P. August 2014 - April 2015
Parmenter Realty Partners August 2013 - August 2014
BlackBerry 2012 - 2013
St. Mark's School of Texas 2011 - 2013
JLB Partners May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Real Estate Finance
University of Oxford 2014 — 2014
English
Southern Methodist University 2011 — 2015
Minor, Theology/Theological Studies
St. Mark's School of Texas 2006 — 2011
Andres Castella Andres Castella's Highland Capital Management, L.P. Experience March 2015 - April 2015
Job Analyst at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group April 2015 - Present
Highland Capital Management, L.P. March 2015 - April 2015
Highland Capital Management June 2012 - February 2015
Skills
Excel, Bloomberg Terminal, Outlook, PowerPoint, Word, Microsoft Office, Spanish, Financial Analysis, Social Media, Facebook, Problem Solving, Budgeting, Photoshop, Access, Microsoft Excel, Marketing, Budgets, Sales, Analysis, Private Equity
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
CFA Program
Passed Level I of the CFA Program
Fortress Investment Group April 2015 - Present
Highland Capital Management, L.P. March 2015 - April 2015
Highland Capital Management June 2012 - February 2015
Skills
Excel, Bloomberg Terminal, Outlook, PowerPoint, Word, Microsoft Office, Spanish, Financial Analysis, Social Media, Facebook, Problem Solving, Budgeting, Photoshop, Access, Microsoft Excel, Marketing, Budgets, Sales, Analysis, Private Equity
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA, Finance
CFA Program
Passed Level I of the CFA Program
Bryan Korngut Bryan Korngut's Highland Capital Management, L.P. Experience July 2007 - July 2009
Job Partner and Director at Orox Capital Management, LLC
Industry Investment Management
Experience
Orox Capital Management, LLC November 2012 - Present
Courage Capital Management March 2012 - November 2012
UBS Investment Bank June 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Highland Capital Management, L.P. July 2007 - July 2009
Falcon Fund January 2006 - July 2007
UBS Investment Bank July 2004 - December 2005
Skills
Distressed Debt, Private Equity, Hedge Funds, Investment Banking, Corporate Finance, Credit, Equities, Financial Modeling, Portfolio Management, Valuation, Mergers, Alternative Investments, Financial Analysis
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Science (B.S.)
Davidson College 2000 — 2001
Orox Capital Management, LLC November 2012 - Present
Courage Capital Management March 2012 - November 2012
UBS Investment Bank June 2010 - March 2012
Morgan Stanley July 2009 - June 2010
Highland Capital Management, L.P. July 2007 - July 2009
Falcon Fund January 2006 - July 2007
UBS Investment Bank July 2004 - December 2005
Skills
Distressed Debt, Private Equity, Hedge Funds, Investment Banking, Corporate Finance, Credit, Equities, Financial Modeling, Portfolio Management, Valuation, Mergers, Alternative Investments, Financial Analysis
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Science (B.S.)
Davidson College 2000 — 2001
Vikram Jetti's Highland Capital Management, L.P. Experience February 2015 - Present
Job Analyst at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. February 2015 - Present
Santander Consumer USA Inc. July 2014 - January 2015
Santander Consumer USA Inc. September 2013 - July 2014
Capital One December 2011 - July 2013
Bank of New York Mellon November 2010 - September 2011
Bank of New York Mellon May 2008 - August 2010
Wachovia Securities June 2006 - December 2007
Credit Suisse First Boston May 2005 - August 2005
Skills
Analysis, Derivatives, Financial Analysis, Strategy, Investments, Loans, Financial Structuring, Financial Modeling, Bloomberg, Valuation, Fixed Income, Mortgage Lending, Capital Markets, Equities, Portfolio Management, Securitization, Investment Banking, Business Analysis, Risk Management, Asset Management, Hedge Funds, Data Analysis, Corporate Finance, Banking, Credit Risk
Education
Carnegie Mellon University 2002 — 2006
BS
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS
Highland Capital Management, L.P. February 2015 - Present
Santander Consumer USA Inc. July 2014 - January 2015
Santander Consumer USA Inc. September 2013 - July 2014
Capital One December 2011 - July 2013
Bank of New York Mellon November 2010 - September 2011
Bank of New York Mellon May 2008 - August 2010
Wachovia Securities June 2006 - December 2007
Credit Suisse First Boston May 2005 - August 2005
Skills
Analysis, Derivatives, Financial Analysis, Strategy, Investments, Loans, Financial Structuring, Financial Modeling, Bloomberg, Valuation, Fixed Income, Mortgage Lending, Capital Markets, Equities, Portfolio Management, Securitization, Investment Banking, Business Analysis, Risk Management, Asset Management, Hedge Funds, Data Analysis, Corporate Finance, Banking, Credit Risk
Education
Carnegie Mellon University 2002 — 2006
BS
Carnegie Mellon University - Tepper School of Business 2002 — 2006
BS
Sanjay Gulati's Highland Capital Management, L.P. Experience April 2013 - Present
Job Analyst at Highland Capital Management, L.P.
Industry Investment Banking
Experience
Highland Capital Management, L.P. April 2013 - Present
MHT Partners July 2011 - April 2013
Merrill Lynch August 2010 - December 2010
The University of Texas at Austin August 2007 - May 2009
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, M&A experience, Business Valuation, Due Diligence, Financial Analysis, Capital IQ, LBO
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (BA), Asian Cultures & Languages
Indian Institute of Management, Lucknow 2009 — 2010
Highland Capital Management, L.P. April 2013 - Present
MHT Partners July 2011 - April 2013
Merrill Lynch August 2010 - December 2010
The University of Texas at Austin August 2007 - May 2009
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, M&A experience, Business Valuation, Due Diligence, Financial Analysis, Capital IQ, LBO
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (BA), Asian Cultures & Languages
Indian Institute of Management, Lucknow 2009 — 2010
Matt Okolita's Highland Capital Management, L.P. Experience March 2008 - October 2011
Job Managing Director, Attorney
Industry Investment Management
Experience
CounselWorks LLC October 2013 - Present
Bennett Funds October 2011 - October 2013
Highland Capital Management, L.P. March 2008 - October 2011
NewStar Financial, Inc. August 2006 - November 2007
Skills
Hedge Funds, Mutual Funds, Private Equity, Investment Advisory, Due Diligence, Corporate Governance, Legal Research, Corporate Law, Securities, Mergers, Series 7, Series 66, IACCP Certified, SEC Compliance, Capital Markets, Start-ups, SEC, Finance, Securities Regulation, FINRA, Alternative Investments, Private Placements, Trading, Asset Management, Structured Finance
Education
Bucknell University
Bachelor of Arts, Economics & Political Science
Old Rochester
Suffolk University Law School
J.D., Business Law and Financial Services
CounselWorks LLC October 2013 - Present
Bennett Funds October 2011 - October 2013
Highland Capital Management, L.P. March 2008 - October 2011
NewStar Financial, Inc. August 2006 - November 2007
Skills
Hedge Funds, Mutual Funds, Private Equity, Investment Advisory, Due Diligence, Corporate Governance, Legal Research, Corporate Law, Securities, Mergers, Series 7, Series 66, IACCP Certified, SEC Compliance, Capital Markets, Start-ups, SEC, Finance, Securities Regulation, FINRA, Alternative Investments, Private Placements, Trading, Asset Management, Structured Finance
Education
Bucknell University
Bachelor of Arts, Economics & Political Science
Old Rochester
Suffolk University Law School
J.D., Business Law and Financial Services
Selina(Qian) Wan Selina(Qian) Wan's Highland Capital Management, L.P. Experience July 2012 - August 2012
Job Analyst, Management Consulting & Strategy at Alcoa
Industry Management Consulting
Experience
Alcoa July 2013 - Present
ESW Cornell May 2012 - June 2013
Cornell University August 2012 - December 2012
Highland Capital Management, L.P. July 2012 - August 2012
UBS Securities Co., Ltd July 2011 - July 2011
RBC June 2011 - July 2011
Skills
Financial Analysis, Mandarin, Matlab, Mathematica, Spanish, Research, Energy
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering
The Hockaday School 2005 — 2009
High School Diploma, General Studies
Wuhan Foreign Languages School 2001 — 2005
Alcoa July 2013 - Present
ESW Cornell May 2012 - June 2013
Cornell University August 2012 - December 2012
Highland Capital Management, L.P. July 2012 - August 2012
UBS Securities Co., Ltd July 2011 - July 2011
RBC June 2011 - July 2011
Skills
Financial Analysis, Mandarin, Matlab, Mathematica, Spanish, Research, Energy
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Chemical Engineering
The Hockaday School 2005 — 2009
High School Diploma, General Studies
Wuhan Foreign Languages School 2001 — 2005
Blair Lampe's Highland Capital Management, L.P. Experience February 2007 - April 2007
Job Freelance Writer at TheGreyBeyond.com
Industry Airlines/Aviation
Experience
TheGreyBeyond.com September 2012 - Present
Delta Air Lines June 2009 - Present
Various September 2006 - Present
Médecins Sans Frontières (MSF) September 2010 - August 2011
Highland Capital Management, L.P. February 2007 - April 2007
St. Benedict's Boys College June 2006 - July 2006
Paragon Middle School March 2006 - May 2006
Earth Negotiations Bulletin January 2005 - May 2005
Manhattan College September 2002 - May 2005
Manhattan College January 2002 - May 2005
Skills
Automotive Repair, Writing, Journalism, Theatrical Electrician, Travel Writing, Travel Planning, Logistics, Troubleshooting, Management
Education
Apex Technical School 2008 — 2009
Automotive Technology, Automotive Engineering Technology/Technician
Manhattan College 2001 — 2005
Bachelor of Arts (BA), International/Global Studies, 3.75
TheGreyBeyond.com September 2012 - Present
Delta Air Lines June 2009 - Present
Various September 2006 - Present
Médecins Sans Frontières (MSF) September 2010 - August 2011
Highland Capital Management, L.P. February 2007 - April 2007
St. Benedict's Boys College June 2006 - July 2006
Paragon Middle School March 2006 - May 2006
Earth Negotiations Bulletin January 2005 - May 2005
Manhattan College September 2002 - May 2005
Manhattan College January 2002 - May 2005
Skills
Automotive Repair, Writing, Journalism, Theatrical Electrician, Travel Writing, Travel Planning, Logistics, Troubleshooting, Management
Education
Apex Technical School 2008 — 2009
Automotive Technology, Automotive Engineering Technology/Technician
Manhattan College 2001 — 2005
Bachelor of Arts (BA), International/Global Studies, 3.75
Kyle John, CFA, CPA's Highland Capital Management, L.P. Experience February 2015 - September 2015
Job Business Development | Investor Relations
Industry Investment Management
Experience
Regan Capital, LLC September 2015 - Present
Highland Capital Management, L.P. February 2015 - September 2015
Highland Capital Management, L.P. July 2012 - February 2015
JP Morgan September 2010 - March 2012
PricewaterhouseCoopers July 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
Global Financial Advisors 2008 - 2008
The Accend Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance
Education
Brigham Young University 2004 — 2009
Masters, Accounting
Brigham Young University 2004 — 2009
Bachelor’s Degree, Accounting
Regan Capital, LLC September 2015 - Present
Highland Capital Management, L.P. February 2015 - September 2015
Highland Capital Management, L.P. July 2012 - February 2015
JP Morgan September 2010 - March 2012
PricewaterhouseCoopers July 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
Global Financial Advisors 2008 - 2008
The Accend Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance
Education
Brigham Young University 2004 — 2009
Masters, Accounting
Brigham Young University 2004 — 2009
Bachelor’s Degree, Accounting
Heather Pondrom Heather Pondrom's Highland Capital Management, L.P. Experience September 2006 - March 2008
Job Americas Marketing Manager, Portfolio Brands at Fossil Group, Inc.
Industry Retail
Experience
Fossil Group, Inc. June 2014 - Present
Fossil Group, Inc. December 2012 - June 2014
BCBG Max Azria June 2011 - August 2012
BCBG Max Azria March 2010 - May 2011
Aldus Equity April 2008 - May 2009
Highland Capital Management, L.P. September 2006 - March 2008
Skills
Trend Analysis, Assortment, Trend, Apparel, Merchandising, Fashion, Visual Merchandising, Retail, Inventory Management
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Professional Designation, Merchandise Marketing
Texas A&M University 2003 — 2006
Bachelor of Arts, Economics
Fossil Group, Inc. June 2014 - Present
Fossil Group, Inc. December 2012 - June 2014
BCBG Max Azria June 2011 - August 2012
BCBG Max Azria March 2010 - May 2011
Aldus Equity April 2008 - May 2009
Highland Capital Management, L.P. September 2006 - March 2008
Skills
Trend Analysis, Assortment, Trend, Apparel, Merchandising, Fashion, Visual Merchandising, Retail, Inventory Management
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Professional Designation, Merchandise Marketing
Texas A&M University 2003 — 2006
Bachelor of Arts, Economics
Stephen Dedyo's Highland Capital Management, L.P. Experience September 2012 - Present
Job
Industry Financial Services
Experience
Highland Capital Management, L.P. September 2012 - Present
Janus Capital Group April 2008 - September 2012
AllianceBernstein May 2004 - April 2008
AllianceBernstein Investment Research & Management March 2001 - May 2004
Sanford C. Bernstein July 1999 - February 2001
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Managment, Separately Managed..., Investments, Wealth Management, Asset Allocation, ETFs, Asset Management, Business Development, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Relationship Management, Retirement Planning, Securities
Education
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), History
Newark Academy 1991 — 1995
High School
Highland Capital Management, L.P. September 2012 - Present
Janus Capital Group April 2008 - September 2012
AllianceBernstein May 2004 - April 2008
AllianceBernstein Investment Research & Management March 2001 - May 2004
Sanford C. Bernstein July 1999 - February 2001
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Managment, Separately Managed..., Investments, Wealth Management, Asset Allocation, ETFs, Asset Management, Business Development, Equities, Financial Services, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Investment Strategies, Portfolio Management, Relationship Management, Retirement Planning, Securities
Education
College of the Holy Cross 1995 — 1999
Bachelor of Arts (B.A.), History
Newark Academy 1991 — 1995
High School
Alexey Dronov's Highland Capital Management, L.P. Experience April 2012 - March 2015
Job Director at Highland Capital Management, L.P.
Industry Investment Management
Experience
Highland Capital Management, L.P. April 2012 - March 2015
MARV Capital Partners 2009 - 2012
Calyon 2007 - 2008
Morgan Stanley 2006 - 2007
Deutsche Bank 2004 - 2006
Skills
Trading, Structured Products, Fixed Income, Credit, Portfolio Management, Hedge Funds, Investments, CLOs
Education
CFA Institute 2003 — 2005
CFA Charterholder
Massachusetts Institute of Technology 1998 — 2002
Highland Capital Management, L.P. April 2012 - March 2015
MARV Capital Partners 2009 - 2012
Calyon 2007 - 2008
Morgan Stanley 2006 - 2007
Deutsche Bank 2004 - 2006
Skills
Trading, Structured Products, Fixed Income, Credit, Portfolio Management, Hedge Funds, Investments, CLOs
Education
CFA Institute 2003 — 2005
CFA Charterholder
Massachusetts Institute of Technology 1998 — 2002
Eric Kephart's Highland Capital Management, L.P. Experience August 2008 - October 2008
Job CTO at Predictive AI Inc.
Industry Computer Software
Experience
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Cameron Baynard, CFA's Highland Capital Management, L.P. Experience February 2014 - Present
Job Director at Highland Capital Management, L.P.
Industry Venture Capital & Private Equity
Experience
Highland Capital Management, L.P. February 2014 - Present
Rockland Capital January 2011 - January 2014
Wells Fargo Securities November 2009 - December 2010
The BVA Group LLC July 2008 - November 2009
HBK Capital Management August 2007 - January 2008
HBK Capital Management January 2007 - August 2007
Education
Southern Methodist University 2004 — 2008
BBA, BS, BA, Finance, Economics, Public Policy
Highland Capital Management, L.P. February 2014 - Present
Rockland Capital January 2011 - January 2014
Wells Fargo Securities November 2009 - December 2010
The BVA Group LLC July 2008 - November 2009
HBK Capital Management August 2007 - January 2008
HBK Capital Management January 2007 - August 2007
Education
Southern Methodist University 2004 — 2008
BBA, BS, BA, Finance, Economics, Public Policy
Charles Rice's Highland Capital Management, L.P. Experience August 2005 - January 2009
Job CFO at Heart to Heart Hospice
Industry Accounting
Experience
Heart to Heart Hospice September 2009 - Present
Highland Capital Management, L.P. August 2005 - January 2009
Cole, Evans & Peterson, CPAs September 2001 - August 2005
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fund Accounting, Equities, Financial Analysis, Bloomberg, Financial Reporting, Corporate Finance, Fixed Income, Due Diligence, Asset Managment, Investments, Strategic Planning, CPA, Financial Accounting, Auditing, Accounting, Finance, Restructuring, Strategic Financial..., Investor Relations, Cash Management, Fund Of Funds, Internal Controls, Credit, Business Valuation, Treasury Management, Derivatives, Loans, Financial Statements, Variance Analysis, Cash Flow, Financial Audits, GAAP, Consolidation, Consolidated Financial..., Cash Flow Forecasting, US GAAP, Structured Products, Financial Operations, Revenue Recognition
Education
Louisiana State University in Shreveport 2001 — 2004
MBA
LSU Shreveport 1998 — 2001
Bachelor of Science
Heart to Heart Hospice September 2009 - Present
Highland Capital Management, L.P. August 2005 - January 2009
Cole, Evans & Peterson, CPAs September 2001 - August 2005
Skills
Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fund Accounting, Equities, Financial Analysis, Bloomberg, Financial Reporting, Corporate Finance, Fixed Income, Due Diligence, Asset Managment, Investments, Strategic Planning, CPA, Financial Accounting, Auditing, Accounting, Finance, Restructuring, Strategic Financial..., Investor Relations, Cash Management, Fund Of Funds, Internal Controls, Credit, Business Valuation, Treasury Management, Derivatives, Loans, Financial Statements, Variance Analysis, Cash Flow, Financial Audits, GAAP, Consolidation, Consolidated Financial..., Cash Flow Forecasting, US GAAP, Structured Products, Financial Operations, Revenue Recognition
Education
Louisiana State University in Shreveport 2001 — 2004
MBA
LSU Shreveport 1998 — 2001
Bachelor of Science
Bobby Jones, CFA's Highland Capital Management, L.P. Experience August 2010 - March 2014
Job Chief Financial Officer at Tricolor Auto Group, LLC
Industry Financial Services
Experience
Tricolor Auto Group, LLC April 2015 - Present
Tricolor Auto Group, LLC April 2014 - March 2015
Highland Capital Management, L.P. August 2010 - March 2014
Brazos Private Equity Partners July 2009 - August 2010
Lehman Brothers July 2007 - June 2009
Skills
Valuation, Private Equity, High Yield, LBO, Financial Modeling, Investment Banking, Equities, Special Situations, Hedge Funds, Capital Markets, Alternative Investments, Corporate Finance, Bloomberg, Due Diligence, Leveraged Finance, Equity Research, Investments, Corporate Development, Fixed Income, Portfolio Management, Equity Valuation
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Tricolor Auto Group, LLC April 2015 - Present
Tricolor Auto Group, LLC April 2014 - March 2015
Highland Capital Management, L.P. August 2010 - March 2014
Brazos Private Equity Partners July 2009 - August 2010
Lehman Brothers July 2007 - June 2009
Skills
Valuation, Private Equity, High Yield, LBO, Financial Modeling, Investment Banking, Equities, Special Situations, Hedge Funds, Capital Markets, Alternative Investments, Corporate Finance, Bloomberg, Due Diligence, Leveraged Finance, Equity Research, Investments, Corporate Development, Fixed Income, Portfolio Management, Equity Valuation
Education
Texas Christian University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Branden Roark's Highland Capital Management, L.P. Experience January 2011 - June 2013
Job
Industry Luxury Goods & Jewelry
Experience
KNOCKS SOCKS LLC June 2013 - Present
Highland Capital Management, L.P. January 2011 - June 2013
Deloitte Consulting September 2009 - January 2011
Deloitte Consulting July 2007 - September 2009
Skills
Financial Analysis
Education
Brigham Young University 2002 — 2007
BS
KNOCKS SOCKS LLC June 2013 - Present
Highland Capital Management, L.P. January 2011 - June 2013
Deloitte Consulting September 2009 - January 2011
Deloitte Consulting July 2007 - September 2009
Skills
Financial Analysis
Education
Brigham Young University 2002 — 2007
BS
Neil Desai's Highland Capital Management, L.P. Experience August 2015 - Present
Job Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2015 - Present
Pfizer, Inc. June 2010 - July 2015
C12 Capital Management September 2009 - June 2010
Barclays Capital April 2006 - September 2009
Credit Suisse 2005 - 2006
Skills
Fixed Income, Portfolio Management, Hedge Funds, Trading, Treasury, Asset Allocation, Real Estate, FX Hedging, Interest Rate Hedging, Working Capital...
Education
Massachusetts Institute of Technology 2004 — 2005
Master's Degree, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 2000 — 2004
Bachelor's Degree, Electrical Engineering & Computer Science
Dunbar High School 1996 — 2000
Highland Capital Management, L.P. August 2015 - Present
Pfizer, Inc. June 2010 - July 2015
C12 Capital Management September 2009 - June 2010
Barclays Capital April 2006 - September 2009
Credit Suisse 2005 - 2006
Skills
Fixed Income, Portfolio Management, Hedge Funds, Trading, Treasury, Asset Allocation, Real Estate, FX Hedging, Interest Rate Hedging, Working Capital...
Education
Massachusetts Institute of Technology 2004 — 2005
Master's Degree, Electrical Engineering & Computer Science
Massachusetts Institute of Technology 2000 — 2004
Bachelor's Degree, Electrical Engineering & Computer Science
Dunbar High School 1996 — 2000
Brian Fitzsimmons's Highland Capital Management, L.P. Experience January 2014 - Present
Job Regional Consultant at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. January 2014 - Present
SEI August 2013 - January 2014
SEI April 2011 - October 2013
SEI Investments September 2008 - March 2011
Citizens Bank March 2006 - September 2008
Philadelphia Management June 2003 - May 2005
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Series 63, Microsoft CRM, Salesforce.com, Customer Service, Consumer Lending, Small Business Lending, Sales, Financial Analysis, Fixed Income, Alternative Investments
Education
La Salle University 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Economics
Highland Capital Management, L.P. January 2014 - Present
SEI August 2013 - January 2014
SEI April 2011 - October 2013
SEI Investments September 2008 - March 2011
Citizens Bank March 2006 - September 2008
Philadelphia Management June 2003 - May 2005
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Series 63, Microsoft CRM, Salesforce.com, Customer Service, Consumer Lending, Small Business Lending, Sales, Financial Analysis, Fixed Income, Alternative Investments
Education
La Salle University 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Economics
Rich Kuehn's Highland Capital Management, L.P. Experience June 2014 - Present
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. June 2014 - Present
Prudential Financial April 2008 - May 2014
Federated Investors June 2005 - March 2008
Skills
Series 63, Series 7, Series 6, Series 65, Variable Annuities, Mutual Funds, Separately Managed..., Sales, Sales Process, Account Management, Marketing, 401k, Retirement, Retirement Planning, Fixed Annuities
Education
Pacific Lutheran University 1998 — 2000
Woodinville High School
Highland Capital Management, L.P. June 2014 - Present
Prudential Financial April 2008 - May 2014
Federated Investors June 2005 - March 2008
Skills
Series 63, Series 7, Series 6, Series 65, Variable Annuities, Mutual Funds, Separately Managed..., Sales, Sales Process, Account Management, Marketing, 401k, Retirement, Retirement Planning, Fixed Annuities
Education
Pacific Lutheran University 1998 — 2000
Woodinville High School
Jenny Wootton's Highland Capital Management, L.P. Experience November 2008 - April 2009
Job Student at Schreiner University
Industry Banking
Experience
Schreiner University May 2011 - Present
Guadalupe National Bank June 2009 - April 2011
Highland Capital Management, L.P. November 2008 - April 2009
Highland Capital Management, L.P. May 2008 - October 2008
GE Commercial Finance January 2005 - April 2007
Education
Texas A&M University 2000 — 2004
BBA, Finance
Schreiner University May 2011 - Present
Guadalupe National Bank June 2009 - April 2011
Highland Capital Management, L.P. November 2008 - April 2009
Highland Capital Management, L.P. May 2008 - October 2008
GE Commercial Finance January 2005 - April 2007
Education
Texas A&M University 2000 — 2004
BBA, Finance
Clay Callan's Highland Capital Management, L.P. Experience 2006 - 2014
Job Chief Operating Officer at Cornerstone Healthcare Group
Industry Venture Capital & Private Equity
Experience
Cornerstone Healthcare Group 2014 - Present
Highland Capital Management, L.P. 2006 - 2014
Cardinal Health 2003 - 2006
Simplicity Manufacturing 2001 - 2003
Case New Holland 1998 - 2001
Case New Holland 1996 - 1998
GenCorp 1995 - 1996
General Electric 1987 - 1995
Skills
Operational Excellence, Private Equity, Investment Management, Strategy, Due Diligence, Start-ups, Alternative Investments, Management, Six Sigma, Acquisition Integration, Mergers & Acquisitions, Financial Structuring, Leadership, Management Consulting, Restructuring, Risk Management, LBO, Business Strategy, Financial Modeling, Strategic Planning, Lean Manufacturing, Hedge Funds, Venture Capital, Valuation, Project Management, Investments, Asset Management, Financial Analysis, M&A experience, Leveraged Finance, Corporate Finance, Executive Management
Education
Northwestern University - Kellogg School of Management
MBA
Texas A&M University
BSME, Mechanical Engineering
Cornerstone Healthcare Group 2014 - Present
Highland Capital Management, L.P. 2006 - 2014
Cardinal Health 2003 - 2006
Simplicity Manufacturing 2001 - 2003
Case New Holland 1998 - 2001
Case New Holland 1996 - 1998
GenCorp 1995 - 1996
General Electric 1987 - 1995
Skills
Operational Excellence, Private Equity, Investment Management, Strategy, Due Diligence, Start-ups, Alternative Investments, Management, Six Sigma, Acquisition Integration, Mergers & Acquisitions, Financial Structuring, Leadership, Management Consulting, Restructuring, Risk Management, LBO, Business Strategy, Financial Modeling, Strategic Planning, Lean Manufacturing, Hedge Funds, Venture Capital, Valuation, Project Management, Investments, Asset Management, Financial Analysis, M&A experience, Leveraged Finance, Corporate Finance, Executive Management
Education
Northwestern University - Kellogg School of Management
MBA
Texas A&M University
BSME, Mechanical Engineering
Joe Dougherty's Highland Capital Management, L.P. Experience 1998 - June 2012
Job Mutual Fund & Investment Management Executive
Industry Investment Management
Experience
Pyxis Capital, L.P. 2008 - June 2012
Highland Capital Management, L.P. 1998 - June 2012
AkzoNobel 1994 - 1996
Deloitte & Touche 1992 - 1994
Skills
Asset Management, Capital, Alternative Investments, Funding, Finance, Valuation, Hedge Funds, Mutual Funds, Asset Managment, Business Development, Capital Markets, Mergers & Acquisitions, Portfolio Management, Equities, Private Equity, Investment Management, Bloomberg, Fixed Income, Investments, Series 7
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Villanova University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Pyxis Capital, L.P. 2008 - June 2012
Highland Capital Management, L.P. 1998 - June 2012
AkzoNobel 1994 - 1996
Deloitte & Touche 1992 - 1994
Skills
Asset Management, Capital, Alternative Investments, Funding, Finance, Valuation, Hedge Funds, Mutual Funds, Asset Managment, Business Development, Capital Markets, Mergers & Acquisitions, Portfolio Management, Equities, Private Equity, Investment Management, Bloomberg, Fixed Income, Investments, Series 7
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Villanova University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Amy Jenkins's Highland Capital Management, L.P. Experience January 2007 - March 2012
Job Marketing Associate at Commerce Street Investment Management
Industry Financial Services
Experience
Commerce Street Investment Management March 2012 - Present
Highland Capital Management, L.P. January 2007 - March 2012
Skills
Series 7, Series 66, CRM databases, Institutional..., Structured Products, Uniform Combined State..., Alternative Investments, Capital Markets, Valuation, Private Equity, Financial Modeling
Education
Southern Methodist University 2002 — 2006
BBA
Southern Methodist University - Cox School of Business
Commerce Street Investment Management March 2012 - Present
Highland Capital Management, L.P. January 2007 - March 2012
Skills
Series 7, Series 66, CRM databases, Institutional..., Structured Products, Uniform Combined State..., Alternative Investments, Capital Markets, Valuation, Private Equity, Financial Modeling
Education
Southern Methodist University 2002 — 2006
BBA
Southern Methodist University - Cox School of Business
Jason Post's Highland Capital Management, L.P. Experience September 2015 - Present
Job Chief Compliance Officer at Highland Funds
Industry Investment Management
Experience
Highland Capital Management, L.P. September 2015 - Present
Highland Capital Management, L.P. October 2014 - Present
Highland Capital Management, L.P. October 2011 - September 2014
Highland Capital Management, L.P. April 2009 - October 2011
Highland Capital Management, L.P. July 2008 - April 2009
K Capital Management, LLC March 2006 - June 2008
K Capital Management, LLC April 2005 - June 2008
HBK Investments September 2004 - April 2005
HBK Investments August 2001 - September 2004
Skills
Alternative Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Financial Modeling, Strategic Planning
Education
Baylor University 1997 — 2001
BBA, Finance and International Business
Highland Capital Management, L.P. September 2015 - Present
Highland Capital Management, L.P. October 2014 - Present
Highland Capital Management, L.P. October 2011 - September 2014
Highland Capital Management, L.P. April 2009 - October 2011
Highland Capital Management, L.P. July 2008 - April 2009
K Capital Management, LLC March 2006 - June 2008
K Capital Management, LLC April 2005 - June 2008
HBK Investments September 2004 - April 2005
HBK Investments August 2001 - September 2004
Skills
Alternative Investments, Asset Management, Fixed Income, Equities, Hedge Funds, Financial Modeling, Strategic Planning
Education
Baylor University 1997 — 2001
BBA, Finance and International Business
Maureen Mitchell's Highland Capital Management, L.P. Experience July 2008 - June 2009
Job at
Industry Financial Services
Experience
GE Asset Management July 2009 - Present
Highland Capital Management, L.P. July 2008 - June 2009
Bear Stearns Asset Management August 1998 - June 2008
Scudder Investments 1996 - 1998
U.S. Trust Co. 1989 - 1996
Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Investments, Portfolio Management, Securities, Capital Markets, Private Equity, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Emerging Markets, Derivatives
Education
City College of New York
BA with honors
Fordham University
Master's degree
GE Asset Management July 2009 - Present
Highland Capital Management, L.P. July 2008 - June 2009
Bear Stearns Asset Management August 1998 - June 2008
Scudder Investments 1996 - 1998
U.S. Trust Co. 1989 - 1996
Skills
Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Investments, Portfolio Management, Securities, Capital Markets, Private Equity, Asset Managment, Investment Strategies, Asset Allocation, Investment Advisory, Emerging Markets, Derivatives
Education
City College of New York
BA with honors
Fordham University
Master's degree
Sanjiv Ahluwalia's Highland Capital Management, L.P. Experience June 2012 - September 2012
Job GlobalStep
Industry Market Research
Experience
GlobalStep October 2012 - Present
Highland Capital Management, L.P. June 2012 - September 2012
Shenkman Capital Management May 2011 - August 2011
Satori Capital March 2011 - May 2011
Skills
Marketing, Marketing Strategy, B2B Marketing Strategy, Business Development, Account Management, Global Business..., Microsoft Excel, Sports Analysis, Video Analytics, Private Equity, Equity Valuation, Market Research, Performance Analysis, Corporate Development, Quality Assurance, Corporate Growth, Software Testing Life..., Bloomberg, Hedge Funds, Equity Research, FX trading, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
GlobalStep October 2012 - Present
Highland Capital Management, L.P. June 2012 - September 2012
Shenkman Capital Management May 2011 - August 2011
Satori Capital March 2011 - May 2011
Skills
Marketing, Marketing Strategy, B2B Marketing Strategy, Business Development, Account Management, Global Business..., Microsoft Excel, Sports Analysis, Video Analytics, Private Equity, Equity Valuation, Market Research, Performance Analysis, Corporate Development, Quality Assurance, Corporate Growth, Software Testing Life..., Bloomberg, Hedge Funds, Equity Research, FX trading, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Eric Holt's Highland Capital Management, L.P. Experience October 2014 - Present
Job Chief Compliance Officer Affiliated Broker Dealers at Highland Capital Management, L.P.
Industry Financial Services
Experience
NexBank Securities October 2014 - Present
Highland Capital Management, L.P. October 2014 - Present
RGH Compliance Solutions, LLC May 2013 - October 2014
First Southwest Company February 2011 - February 2013
Capital Institutional Services August 2001 - April 2011
Southwest Securities November 1999 - August 2001
HD Vest November 1997 - December 1999
Skills
Securities, FINRA, Compliance, Financial Risk, AML, Fixed Income, Capital Markets, Equity Trading, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Investments, Series 7, Corporate Governance, Series 63, Hedge Funds, Trading, Investment Management, Options, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Financial Services, Risk Management, Finance, Management
Education
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Marketing
NexBank Securities October 2014 - Present
Highland Capital Management, L.P. October 2014 - Present
RGH Compliance Solutions, LLC May 2013 - October 2014
First Southwest Company February 2011 - February 2013
Capital Institutional Services August 2001 - April 2011
Southwest Securities November 1999 - August 2001
HD Vest November 1997 - December 1999
Skills
Securities, FINRA, Compliance, Financial Risk, AML, Fixed Income, Capital Markets, Equity Trading, Alternative Investments, Mutual Funds, Equities, Asset Management, Bloomberg, Investments, Series 7, Corporate Governance, Series 63, Hedge Funds, Trading, Investment Management, Options, Investment Advisory, ETFs, Series 24, Uniform Combined State..., Financial Services, Risk Management, Finance, Management
Education
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Marketing
Clint Gilchrist's Highland Capital Management, L.P. Experience March 2012 - December 2012
Job Controller Southern Methodist University
Industry Higher Education
Experience
Southern Methodist University January 2015 - Present
Southern Methodist University June 2014 - January 2015
SEI December 2012 - June 2014
Highland Capital Management, L.P. March 2012 - December 2012
NexBank Securities November 2011 - December 2012
Highland Capital Management November 2010 - March 2012
Nexbank Securities Inc. July 2010 - November 2011
Highland Capital Management November 2009 - November 2010
Nexbank Securities, Inc. January 2010 - June 2010
Highland Capital Management November 2008 - November 2009
Skills
Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Bloomberg, Capital Markets, Investor Relations, Investments, Trading, Securities
Education
Brigham Young University 2000 — 2002
Masters, Accounting
Brigham Young University 2000 — 2002
BS, Accounting
Brigham Young University - Idaho 1999 — 2000
AA, Accounting
Brigham Young University - Idaho 1996 — 1997
Southern Methodist University January 2015 - Present
Southern Methodist University June 2014 - January 2015
SEI December 2012 - June 2014
Highland Capital Management, L.P. March 2012 - December 2012
NexBank Securities November 2011 - December 2012
Highland Capital Management November 2010 - March 2012
Nexbank Securities Inc. July 2010 - November 2011
Highland Capital Management November 2009 - November 2010
Nexbank Securities, Inc. January 2010 - June 2010
Highland Capital Management November 2008 - November 2009
Skills
Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Bloomberg, Capital Markets, Investor Relations, Investments, Trading, Securities
Education
Brigham Young University 2000 — 2002
Masters, Accounting
Brigham Young University 2000 — 2002
BS, Accounting
Brigham Young University - Idaho 1999 — 2000
AA, Accounting
Brigham Young University - Idaho 1996 — 1997
Alba M. Arredondo's Highland Capital Management, L.P. Experience September 2014 - Present
Job Investor Relations Associate at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. September 2014 - Present
Goldman Sachs July 2010 - September 2014
Goldman Sachs July 2007 - June 2010
University of Michigan - St. Mary Student Parish September 2006 - December 2006
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Strategy and Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor's Degree, Business Administration - Finance
Highland Capital Management, L.P. September 2014 - Present
Goldman Sachs July 2010 - September 2014
Goldman Sachs July 2007 - June 2010
University of Michigan - St. Mary Student Parish September 2006 - December 2006
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Strategy and Entrepreneurship
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor's Degree, Business Administration - Finance
Michael A. Hasenauer, CFA's Highland Capital Management, L.P. Experience August 2005 - March 2013
Job Founding Partner Mockingbird Credit Partners
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2005 - March 2013
Merrill Lynch & Co. July 2003 - August 2005
Education
Connecticut College 1999 — 2003
B.A., Economics
Highland Capital Management, L.P. August 2005 - March 2013
Merrill Lynch & Co. July 2003 - August 2005
Education
Connecticut College 1999 — 2003
B.A., Economics
Caleb Moore's Highland Capital Management, L.P. Experience August 2008 - March 2010
Job Vice President, Treasurer and Head of Investor Relations
Industry Medical Devices
Experience
Acelity June 2015 - Present
Acelity February 2015 - June 2015
Kinetic Concepts (an Acelity company) May 2014 - February 2015
ORIX USA Corporation April 2013 - April 2014
ORIX USA Corporation March 2010 - April 2013
Highland Capital Management, L.P. August 2008 - March 2010
Deutsche Bank Securities June 2006 - July 2008
Skills
Valuation, Financial Modeling, Private Equity, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Equities, LBO, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Finance
Acelity June 2015 - Present
Acelity February 2015 - June 2015
Kinetic Concepts (an Acelity company) May 2014 - February 2015
ORIX USA Corporation April 2013 - April 2014
ORIX USA Corporation March 2010 - April 2013
Highland Capital Management, L.P. August 2008 - March 2010
Deutsche Bank Securities June 2006 - July 2008
Skills
Valuation, Financial Modeling, Private Equity, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Equities, LBO, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Finance
Brian Price's Highland Capital Management, L.P. Experience November 2009 - July 2014
Job Principal at First Avenue Partners LLP
Industry Investment Management
Experience
First Avenue Partners LLP August 2014 - Present
Highland Capital Management, L.P. November 2009 - July 2014
Highland Capital Management, L.P. July 2007 - November 2009
Ernst & Young August 2004 - June 2007
Skills
Financial Reporting, Fixed Income, Investor Relations, Finance, Hedge Funds, Alternative Investments, Structured Products, Fundraising, Private Equity, Credit, Asset Management, High Yield, Investments
Education
Texas A&M University 1999 — 2004
M.S. & B.A., Accounting
First Avenue Partners LLP August 2014 - Present
Highland Capital Management, L.P. November 2009 - July 2014
Highland Capital Management, L.P. July 2007 - November 2009
Ernst & Young August 2004 - June 2007
Skills
Financial Reporting, Fixed Income, Investor Relations, Finance, Hedge Funds, Alternative Investments, Structured Products, Fundraising, Private Equity, Credit, Asset Management, High Yield, Investments
Education
Texas A&M University 1999 — 2004
M.S. & B.A., Accounting
Ondina Purcell's Highland Capital Management, L.P. Experience October 2013 - Present
Job Director of Marketing at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. October 2013 - Present
UBS March 2006 - September 2013
Advest, Inc 2003 - 2004
Citigroup Asset Management 1999 - 2002
Prudential Financial 1997 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Marketing Strategy, Marketing Management, Relationship Management, Fixed Income, Equities, Asset Allocation, Marketing, Securities, Fixed Annuities, Financial Advisory, Hedge Funds, Investment Advisory, Brand Ambassadors, Series 63, Content Management, Series 7, Social Media Marketing
Education
Seton Hall University 1986 — 1989
BS in Business, Marketing, Spanish
The Wharton School
SIFMA - Securities Industry Institute, 2012
Highland Capital Management, L.P. October 2013 - Present
UBS March 2006 - September 2013
Advest, Inc 2003 - 2004
Citigroup Asset Management 1999 - 2002
Prudential Financial 1997 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Marketing Strategy, Marketing Management, Relationship Management, Fixed Income, Equities, Asset Allocation, Marketing, Securities, Fixed Annuities, Financial Advisory, Hedge Funds, Investment Advisory, Brand Ambassadors, Series 63, Content Management, Series 7, Social Media Marketing
Education
Seton Hall University 1986 — 1989
BS in Business, Marketing, Spanish
The Wharton School
SIFMA - Securities Industry Institute, 2012
Kirk Anderson's Highland Capital Management, L.P. Experience June 2011 - December 2012
Job Investment Consultant
Industry Investment Management
Experience
NJA Investment Consulting LLC January 2013 - Present
Shoreford Partners LLC December 2012 - Present
Highland Capital Management, L.P. June 2011 - December 2012
Carlson Capital, L.P. May 2008 - November 2010
Invesco Ltd. March 1994 - February 2008
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Equity Research, Bloomberg, Asset Allocation, Industry Analysis, Buy-side, Mutual Funds, Excel, Asset Management, Relative Value, Alternative Investments, Fixed Income, Asset Managment, High Yield, Competitive Analysis, Wealth Management, Microsoft Excel, Bonds, Investment Management, Equity Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MS, Finance
Texas A&M University 1987 — 1992
BA, Political Science
NJA Investment Consulting LLC January 2013 - Present
Shoreford Partners LLC December 2012 - Present
Highland Capital Management, L.P. June 2011 - December 2012
Carlson Capital, L.P. May 2008 - November 2010
Invesco Ltd. March 1994 - February 2008
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Equity Research, Bloomberg, Asset Allocation, Industry Analysis, Buy-side, Mutual Funds, Excel, Asset Management, Relative Value, Alternative Investments, Fixed Income, Asset Managment, High Yield, Competitive Analysis, Wealth Management, Microsoft Excel, Bonds, Investment Management, Equity Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2001
MS, Finance
Texas A&M University 1987 — 1992
BA, Political Science
Sam Madden, CFA's Highland Capital Management, L.P. Experience August 2008 - September 2011
Job CoFounder at PocketSuite
Industry Computer Software
Experience
PocketSuite January 2014 - Present
Interactive Buyside December 2012 - December 2014
MVR Capital December 2011 - December 2012
Highland Capital Management, L.P. August 2008 - September 2011
Credit Suisse June 2006 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Valuation, Investment Strategies, Portfolio Management, Asset Managment, Bonds, Investments, Start-ups, Accounting, Investment Banking, Start-up Ventures, Structured Finance, Financial Modeling
Education
Colgate University
Bachelor of Arts (B.A.)
Riverdale Country School
PocketSuite January 2014 - Present
Interactive Buyside December 2012 - December 2014
MVR Capital December 2011 - December 2012
Highland Capital Management, L.P. August 2008 - September 2011
Credit Suisse June 2006 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Valuation, Investment Strategies, Portfolio Management, Asset Managment, Bonds, Investments, Start-ups, Accounting, Investment Banking, Start-up Ventures, Structured Finance, Financial Modeling
Education
Colgate University
Bachelor of Arts (B.A.)
Riverdale Country School
Sean Fox's Highland Capital Management, L.P. Experience March 2015 - Present
Job Manager, Finance at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. March 2015 - Present
Highland Capital Management, L.P. June 2013 - Present
GearingStone November 2010 - June 2013
Stone Advisors December 2007 - June 2013
Skills
Cash Flow Forecasting, Underwriting, Special Servicing, Compilation Of..., Investor Reporting, Finance, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2012
MBA, Finance
Texas A&M University
Bachelor of Science, Business, Psychology
Highland Capital Management, L.P. March 2015 - Present
Highland Capital Management, L.P. June 2013 - Present
GearingStone November 2010 - June 2013
Stone Advisors December 2007 - June 2013
Skills
Cash Flow Forecasting, Underwriting, Special Servicing, Compilation Of..., Investor Reporting, Finance, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2011 — 2012
MBA, Finance
Texas A&M University
Bachelor of Science, Business, Psychology
Brian Rice's Highland Capital Management, L.P. Experience December 2011 - Present
Job
Industry Financial Services
Experience
Highland Capital Management, L.P. December 2011 - Present
Investcorp 2010 - December 2011
Atlantic Investment 2007 - 2009
Deutsche Bank 2002 - July 2007
Archstone Partners 2001 - 2002
Deutsche Bank Alex Brown 1997 - 2001
Wellesley Group 1994 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
University of Vermont 1988 — 1992
BA
Vermont Academy
Highland Capital Management, L.P. December 2011 - Present
Investcorp 2010 - December 2011
Atlantic Investment 2007 - 2009
Deutsche Bank 2002 - July 2007
Archstone Partners 2001 - 2002
Deutsche Bank Alex Brown 1997 - 2001
Wellesley Group 1994 - 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
University of Vermont 1988 — 1992
BA
Vermont Academy
Tamra Applegate's Highland Capital Management, L.P. Experience September 2005 - June 2008
Job Executive Assistant
Industry Executive Office
Experience
Gold Medal Pools, Inc. September 2013 - December 2014
Keller Williams - Frisco Stars July 2012 - December 2013
The Ranch Community Church June 2008 - May 2012
The Ranch Community Church June 2008 - May 2012
Highland Capital Management, L.P. September 2005 - June 2008
Source, Inc. April 2001 - December 2004
Skills
Microsoft Office, Microsoft Word, Customer Service, Administrative..., Office Management, Outlook, Event Planning, Calendars, PowerPoint, Confidentiality, Microsoft Excel, Data Entry, Office Administration, Spreadsheets, Travel Arrangements, Calendaring, Event Management, Fax, Office Equipment, Budgets, Marketing, Leadership, Administrative..., Strategic Planning, Sales
Education
University of Central Oklahoma - College of Business Administration 1989 — 1995
Bachelor's Degree (B.S.), Elementary Education
Gold Medal Pools, Inc. September 2013 - December 2014
Keller Williams - Frisco Stars July 2012 - December 2013
The Ranch Community Church June 2008 - May 2012
The Ranch Community Church June 2008 - May 2012
Highland Capital Management, L.P. September 2005 - June 2008
Source, Inc. April 2001 - December 2004
Skills
Microsoft Office, Microsoft Word, Customer Service, Administrative..., Office Management, Outlook, Event Planning, Calendars, PowerPoint, Confidentiality, Microsoft Excel, Data Entry, Office Administration, Spreadsheets, Travel Arrangements, Calendaring, Event Management, Fax, Office Equipment, Budgets, Marketing, Leadership, Administrative..., Strategic Planning, Sales
Education
University of Central Oklahoma - College of Business Administration 1989 — 1995
Bachelor's Degree (B.S.), Elementary Education
Chad Schramek's Highland Capital Management, L.P. Experience 2000 - 2007
Job Biofuel & Specialty Products Trader
Industry Oil & Energy
Experience
Alon USA July 2013 - Present
Alon USA 2008 - June 2013
Highland Capital Management, L.P. 2000 - 2007
PwC 1998 - 2000
Skills
Financial Modeling, Strategic Planning, Investment Management, Hedge Funds, Financial Analysis, Accounting, Acquisition Integration, Alternative Investments, Change Management, Financial Audits, Financial Accounting, Corporate Finance, Corporate Development, Downstream Oil & Gas, Oil & Gas Industry, M&A support, M&A Modeling, M&A analysis, Structured Finance, Leveraged Finance, Cash Management, Mergers & Acquisitions
Education
Sam Houston State University 1994 — 1998
BBA, with Honors, Accounting
Alon USA July 2013 - Present
Alon USA 2008 - June 2013
Highland Capital Management, L.P. 2000 - 2007
PwC 1998 - 2000
Skills
Financial Modeling, Strategic Planning, Investment Management, Hedge Funds, Financial Analysis, Accounting, Acquisition Integration, Alternative Investments, Change Management, Financial Audits, Financial Accounting, Corporate Finance, Corporate Development, Downstream Oil & Gas, Oil & Gas Industry, M&A support, M&A Modeling, M&A analysis, Structured Finance, Leveraged Finance, Cash Management, Mergers & Acquisitions
Education
Sam Houston State University 1994 — 1998
BBA, with Honors, Accounting
Scott Shpilberg's Highland Capital Management, L.P. Experience January 2014 - September 2014
Job Wholesaler at Mainstay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments January 2015 - Present
Highland Capital Management, L.P. January 2014 - September 2014
Van Eck Global November 2011 - January 2014
Prudential Financial April 2010 - November 2011
Merrill Lynch May 2008 - April 2010
Skills
Series 63, Series 7, Mutual Funds, Commodity Markets, Emerging Markets, Securities, Asset Allocation, Investment Strategies, ETFs, Fixed Income, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Boston University 2004 — 2007
Bachelors, Economics, Finance
CAIA Association
West Windsor High School North
New York Life & MainStay Investments January 2015 - Present
Highland Capital Management, L.P. January 2014 - September 2014
Van Eck Global November 2011 - January 2014
Prudential Financial April 2010 - November 2011
Merrill Lynch May 2008 - April 2010
Skills
Series 63, Series 7, Mutual Funds, Commodity Markets, Emerging Markets, Securities, Asset Allocation, Investment Strategies, ETFs, Fixed Income, Equities, Hedge Funds, Alternative Investments, Wealth Management, Asset Management, Investments
Education
Boston University 2004 — 2007
Bachelors, Economics, Finance
CAIA Association
West Windsor High School North
Kramer Nelson's Highland Capital Management, L.P. Experience February 2014 - Present
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. February 2014 - Present
Highland Capital Management, L.P. April 2013 - February 2014
The Hartford July 2011 - March 2013
Skills
Alternative Investments, Quantitative Analytics, Senior Debt, Equities, Financial Markets, Mutual Funds, Stock Market, Series 6, Series 63, ETFs, Finance, Investments, Private Equity, Series 7, Sales
Education
Oklahoma State University 2007 — 2011
Bachelor of Science in Business Administration, Entrepreneurship and Marketing
Highland Capital Management, L.P. February 2014 - Present
Highland Capital Management, L.P. April 2013 - February 2014
The Hartford July 2011 - March 2013
Skills
Alternative Investments, Quantitative Analytics, Senior Debt, Equities, Financial Markets, Mutual Funds, Stock Market, Series 6, Series 63, ETFs, Finance, Investments, Private Equity, Series 7, Sales
Education
Oklahoma State University 2007 — 2011
Bachelor of Science in Business Administration, Entrepreneurship and Marketing
Jim Pfertner's Highland Capital Management, L.P. Experience March 2011 - February 2013
Job Senior Securities Analyst at Invesco
Industry Investment Management
Experience
Invesco February 2013 - Present
Highland Capital Management, L.P. March 2011 - February 2013
Highland Capital Management, L.P. July 2007 - February 2011
Prudential Mortgage Capital Company 2005 - 2007
Skills
Portfolio Management, Alternative Investments, Leveraged Finance, Structured Finance, Fixed Income, Bonds, Securitization, High Yield, Structured Products, Bloomberg, Oil/Gas, Energy Industry, MLP, CMBS, REITs, Financial Structuring, Credit, Trading, CRE CDO, Credit Analysis, Corporate Finance, Restructuring, Trepp, Intex
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Austin 1997 — 2001
BA, Economics
Invesco February 2013 - Present
Highland Capital Management, L.P. March 2011 - February 2013
Highland Capital Management, L.P. July 2007 - February 2011
Prudential Mortgage Capital Company 2005 - 2007
Skills
Portfolio Management, Alternative Investments, Leveraged Finance, Structured Finance, Fixed Income, Bonds, Securitization, High Yield, Structured Products, Bloomberg, Oil/Gas, Energy Industry, MLP, CMBS, REITs, Financial Structuring, Credit, Trading, CRE CDO, Credit Analysis, Corporate Finance, Restructuring, Trepp, Intex
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Austin 1997 — 2001
BA, Economics
James Palmer, CPA's Highland Capital Management, L.P. Experience March 2015 - Present
Job Senior Manager, Fund Analysis at Highland Capital Management, L.P.
Industry Accounting
Experience
Highland Capital Management, L.P. March 2015 - Present
Highland Capital Management, L.P. November 2013 - February 2015
Highland Capital Management, L.P. March 2013 - November 2013
Highland Capital Management, L.P. November 2010 - February 2013
Deloitte & Touche September 2009 - November 2010
Skills
Auditing, Accounting, SEC filings, Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Office, US GAAP, Bloomberg, Hedge Funds, CPA, Internal Controls, Financial Accounting, Financial Statements, Business Valuation, SEC Filings, Spanish, Valuation
Education
Brigham Young University 2002 — 2009
Master, Accounting
Highland Capital Management, L.P. March 2015 - Present
Highland Capital Management, L.P. November 2013 - February 2015
Highland Capital Management, L.P. March 2013 - November 2013
Highland Capital Management, L.P. November 2010 - February 2013
Deloitte & Touche September 2009 - November 2010
Skills
Auditing, Accounting, SEC filings, Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Office, US GAAP, Bloomberg, Hedge Funds, CPA, Internal Controls, Financial Accounting, Financial Statements, Business Valuation, SEC Filings, Spanish, Valuation
Education
Brigham Young University 2002 — 2009
Master, Accounting
Greg Polsen's Highland Capital Management, L.P. Experience August 2015 - Present
Job Director of ETF Sales for Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management, L.P. August 2015 - Present
MFS Investment Management May 2011 - August 2015
Sentient Jet January 2010 - May 2011
MetLife Investors February 2008 - January 2010
Skills
Series 7, Series 6, Series 63, Sales Management, Direct Sales, CRM, Sales, Inside Sales, Salesforce.com, Sales Process, Sales Operations, Cold Calling, Selling, Lead Generation, SaaS, B2B, Product Marketing, New Business Development, Email Marketing
Education
Denison University 2002 — 2006
BA
Highland Capital Management, L.P. August 2015 - Present
MFS Investment Management May 2011 - August 2015
Sentient Jet January 2010 - May 2011
MetLife Investors February 2008 - January 2010
Skills
Series 7, Series 6, Series 63, Sales Management, Direct Sales, CRM, Sales, Inside Sales, Salesforce.com, Sales Process, Sales Operations, Cold Calling, Selling, Lead Generation, SaaS, B2B, Product Marketing, New Business Development, Email Marketing
Education
Denison University 2002 — 2006
BA
Kevin Wentworth's Highland Capital Management, L.P. Experience May 2013 - February 2014
Job Regional Director, Vice President, Morgan Stanley Investment Management (MSIM)
Industry Investment Management
Experience
Morgan Stanley Investment Management May 2014 - Present
Highland Capital Management, L.P. May 2013 - February 2014
Hartford Funds March 2012 - March 2013
J.P. Morgan Asset Management September 2001 - March 2012
Second National Bank of Warren October 2000 - September 2001
Second National Bank of Warren May 1999 - October 2000
Skills
Series 7, Series 63, Series 65, Consultative Selling, Mutual Funds, Separately Managed..., ETFs, Capital Markets, Public Speaking, Time Management, Business Planning, New Business Development, Business Relationship..., Alternative Investments, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Relationship Management, Wealth Management, Hedge Funds, Private Equity, Asset Management
Education
Saint Leo University
Bachelor of Arts, Accounting
The University of Akron
The Fusion Group
Effective Presentations
The Fusion Group
Effective Telephone Conversations
Morgan Stanley Investment Management May 2014 - Present
Highland Capital Management, L.P. May 2013 - February 2014
Hartford Funds March 2012 - March 2013
J.P. Morgan Asset Management September 2001 - March 2012
Second National Bank of Warren October 2000 - September 2001
Second National Bank of Warren May 1999 - October 2000
Skills
Series 7, Series 63, Series 65, Consultative Selling, Mutual Funds, Separately Managed..., ETFs, Capital Markets, Public Speaking, Time Management, Business Planning, New Business Development, Business Relationship..., Alternative Investments, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Relationship Management, Wealth Management, Hedge Funds, Private Equity, Asset Management
Education
Saint Leo University
Bachelor of Arts, Accounting
The University of Akron
The Fusion Group
Effective Presentations
The Fusion Group
Effective Telephone Conversations
Brad Borud's Highland Capital Management, L.P. Experience November 1996 - October 2009
Job Managing Director at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation May 2012 - Present
CXD Holdings, LLC November 2010 - June 2012
Highland Capital Management, L.P. November 1996 - October 2009
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
ORIX USA Corporation May 2012 - Present
CXD Holdings, LLC November 2010 - June 2012
Highland Capital Management, L.P. November 1996 - October 2009
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
Jack Yang's Highland Capital Management, L.P. Experience May 2003 - August 2009
Job Head of the Americas, Global Head of Business Development at Alcentra
Industry Investment Management
Experience
The Alcentra Group March 2013 - April 2014
Onex Credit Partners June 2010 - March 2012
Highland Capital Management, L.P. May 2003 - August 2009
Merrill Lynch July 1994 - August 2002
Chemical Securities, Inc. June 1983 - July 1994
Skills
Alternative Investments, Capital Markets, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Leveraged Finance, Business Development, Investor Relations, Institutional Sales, Product Management, Media Relations, Structured Finance, LBO, Fixed Income, Venture Capital, Investments, Finance, Financial Structuring, Emerging Markets, Equities, Asset Management, Financial Modeling, Due Diligence, Structured Products, Bonds, Investment Banking, Investment Management, Portfolio Management, Valuation, Private Placements, Corporate Development
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Columbia Business School
Master of Business Administration (M.B.A.)
The Alcentra Group March 2013 - April 2014
Onex Credit Partners June 2010 - March 2012
Highland Capital Management, L.P. May 2003 - August 2009
Merrill Lynch July 1994 - August 2002
Chemical Securities, Inc. June 1983 - July 1994
Skills
Alternative Investments, Capital Markets, Corporate Finance, Hedge Funds, Private Equity, Mutual Funds, Leveraged Finance, Business Development, Investor Relations, Institutional Sales, Product Management, Media Relations, Structured Finance, LBO, Fixed Income, Venture Capital, Investments, Finance, Financial Structuring, Emerging Markets, Equities, Asset Management, Financial Modeling, Due Diligence, Structured Products, Bonds, Investment Banking, Investment Management, Portfolio Management, Valuation, Private Placements, Corporate Development
Education
Cornell University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Columbia Business School
Master of Business Administration (M.B.A.)
Paul Broaddus's Highland Capital Management, L.P. Experience August 2014 - Present
Job CPA
Industry Investment Management
Experience
Highland Capital Management, L.P. August 2014 - Present
Skills
Corporate Tax, Partnership Taxation, CPA, Big 4, Real Estate, Investments, Tax Preparation, Tax Advisory, Tax Accounting, Tax Research, Financial Reporting, Financial Analysis, International Tax, US Tax, Accounting, Tax
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Highland Capital Management, L.P. August 2014 - Present
Skills
Corporate Tax, Partnership Taxation, CPA, Big 4, Real Estate, Investments, Tax Preparation, Tax Advisory, Tax Accounting, Tax Research, Financial Reporting, Financial Analysis, International Tax, US Tax, Accounting, Tax
Education
Baylor University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Whitney Price's Highland Capital Management, L.P. Experience February 2012 - Present
Job Administrative Assistant at Highland Capital Management, L.P.
Industry Investment Management
Experience
Highland Capital Management, L.P. February 2012 - Present
NewMarket Technology May 2006 - February 2012
Education
Oklahoma State University 2001 — 2006
Bachelor of Arts (B.A.), Advertising
Highland Capital Management, L.P. February 2012 - Present
NewMarket Technology May 2006 - February 2012
Education
Oklahoma State University 2001 — 2006
Bachelor of Arts (B.A.), Advertising
Matthew Beard's Highland Capital Management, L.P. Experience September 2006 - September 2013
Job Senior Analyst CLO Surveillance/Structured Products at H.I.G. Capital
Industry Investment Management
Experience
H.I.G. Capital September 2013 - Present
Highland Capital Management, L.P. September 2006 - September 2013
Skills
Valuation, Hedge Funds, High Yield, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Private Equity, Financial Modeling, Mergers, Finance, Investment Banking, Corporate Finance
Education
Southern Methodist University 1999 — 2003
Bachelor of Science (B.S.), Economics
H.I.G. Capital September 2013 - Present
Highland Capital Management, L.P. September 2006 - September 2013
Skills
Valuation, Hedge Funds, High Yield, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Private Equity, Financial Modeling, Mergers, Finance, Investment Banking, Corporate Finance
Education
Southern Methodist University 1999 — 2003
Bachelor of Science (B.S.), Economics
Edward Leo's Highland Capital Management, L.P. Experience September 2005 - February 2015
Job Vice President, WSO Compliance Services at Markit
Industry Financial Services
Experience
Markit May 2015 - Present
Highland Capital Management, L.P. September 2005 - February 2015
KPMG US January 2003 - September 2005
PricewaterhouseCoopers August 2001 - August 2002
Skills
Collateralized Loan..., CLO Indenture compliance, Financial & Operational..., Internal Reporting, Business Process...
Education
Southern Methodist University - Cox School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1992 — 1995
Bachelor of Business Administration (BBA), Accounting
Markit May 2015 - Present
Highland Capital Management, L.P. September 2005 - February 2015
KPMG US January 2003 - September 2005
PricewaterhouseCoopers August 2001 - August 2002
Skills
Collateralized Loan..., CLO Indenture compliance, Financial & Operational..., Internal Reporting, Business Process...
Education
Southern Methodist University - Cox School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
The University of Texas at Austin 1992 — 1995
Bachelor of Business Administration (BBA), Accounting
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management