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,
Highland Capital Management, L.P. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Highland Capital Management, L.P.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Highland Capital Management, L.P. Salaries. You can even request information on how much does Highland Capital Management, L.P. pay if you want to. Learn about salaries, pros and cons of working for Highland Capital Management, L.P. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
217 Highland Capital Management, L.P. employees in database. Find out everything there's to know about Highland Capital Management, L.P. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Highland Capital Management, L.P. Employees
Highland Capital Management, L.P. August 2014 - Present
Dearborn Capital Management June 2014 - July 2014
Dearborn Capital Management January 2012 - July 2014
Zacks Investment Research September 2008 - December 2011
Zacks Investment Research June 2007 - September 2008
Zacks Investment Research August 2005 - May 2007
Skills
Equities, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Equity Research, Sales, Business Development
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor's degree, Finance
Highland Capital Management March 2011 - Present
Highland Capital Management, LP September 2009 - March 2011
Hartline Dacus Barger Dreyer & Kern September 2005 - September 2009
Centers for Disease Control April 2002 - August 2003
Education
The University of Texas School of Law 2002 — 2005
JD with Honors, Law
Emory University 1998 — 2001
BA, Political Science
Bellaire HS
Hudson Advisors, LLC March 2015 - Present
Highland Capital Management, L.P. February 2013 - November 2014
TPG Capital December 2010 - February 2013
TPG Capital May 2006 - December 2010
Maverick Capital November 2004 - May 2006
Ernst & Young May 2002 - November 2004
Skills
Private Equity, Valuation, Hedge Funds, Due Diligence, Equities, Financial Reporting, Investor Relations, Financial Modeling, Accounting, Bloomberg, Corporate Finance, Venture Capital, Auditing, Finance, Excel, Fundraising, Modeling, PowerPoint, Coda, Cognos, Word, Budgeting, Investments, Financial Analysis, Alternative Investments, Cash Flow, Financial Planning, QlikView, TM1, Series 7, Series 63, Strategy, Marketing, Software Implementation
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
MSA, Accounting
Texas Tech University - Rawls College of Business 2001 — 2002
MBA, Finance
Texas Tech University - Rawls College of Business 1997 — 2000
BBA, Marketing
Highland Capital Management, L.P. January 2015 - Present
Highland Capital Management, L.P. August 2014 - December 2014
Highland Capital Management, L.P. January 2014 - May 2014
Summit Midstream Partners, LP September 2013 - December 2013
Dr Pepper Snapple Group June 2013 - July 2013
Dell Legal September 2012 - May 2013
Skyline Juniors Volleyball July 2011 - January 2013
The Big Texan Steak Ranch May 2011 - July 2011
Advanced Volleyball Amarillo January 2008 - July 2011
Randall County District Attorney January 2011 - May 2011
Skills
Legal Research, Spanish, Westlaw, Commercial Litigation, Intellectual Property, Corporate Law, Public Speaking, Research, Bankruptcy, Corporate Governance, Trials, Legal Assistance, Criminal Law, Licensing, Employment Law, Immigration Law, International Law
Education
Southern Methodist University Dedman School of Law 2011 — 2014
JD, Law
West Texas A&M University 2007 — 2011
BA, Polticial Science, Spanish
Universitat Autònoma de Barcelona 2009 — 2009
Spanish Language and Literature
Newman Smith High School 2003 — 2007
Highland Capital Management, L.P. September 2014 - Present
Taylor&Brookover, inc. June 2010 - Present
PlainsCapital Bank June 2013 - July 2014
Catapult Systems May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C
Education
Texas Christian University 2009 — 2013
Bachelor of Science (BS), Finance
Texas Christian University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Highland Capital Management, L.P. May 2014 - Present
Fidelity Investments August 2012 - May 2014
Fidelity Investments January 2012 - August 2012
Fidelity Investments August 2011 - August 2012
Skills
Series 7, Bonds, Equity Trading, Financial Advisory, Bloomberg, Fixed Income, Series 63, Mutual Funds, Series 66, Asset Allocation, Equities
Education
Rawls College of Business at Texas Tech University 2006 — 2010
Bachelor’s Degree, Finance, General
Highland Capital Management, L.P. November 2014 - Present
Highland Capital Management, L.P. February 2014 - November 2014
Janus Capital Group August 2012 - February 2014
Trilogy Financial Services April 2011 - August 2012
OppenheimerFunds September 2007 - April 2011
Eagle Investment Services January 2005 - September 2007
Skills
Mutual Funds, Investments, Investment Strategies, Financial Advisory, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Financial Modeling, Alternative Investments, Investment Advisory, Portfolio Management, Series 63, Financial Analysis, Series 24
Education
University of Iowa 2002 — 2007
B.A., Economics
Capital One June 2014 - Present
Matchpoint Consulting May 2013 - May 2014
HMS August 2012 - May 2013
Alcon, a Novartis company January 2012 - August 2012
Everest Group January 2008 - July 2011
Highland Capital Management, LP March 2005 - May 2007
Yum! Brands 2002 - 2004
Arthur Andersen, LLP 1997 - 1999
Skills
Human Resources, Executive Search, Talent Management, Employee Relations, Recruiting, Organizational..., Leadership Development, Performance Management, Talent Acquisition, Change Management, Deferred Compensation, Succession Planning, Strategic Planning, Workforce Planning, Mergers, Leadership, Employee Benefits, Strategy, Sourcing, Management, Mergers & Acquisitions, Vendor Management, Process Improvement, Applicant Tracking..., Outsourcing, Onboarding, Employee Engagement, Temporary Placement, Training
Education
The University of Dallas 2003 — 2006
MBA, HR, Organization Development
University of North Texas 1990 — 1993
BBA, Strategic Management
Mississippi State University 1989 — 1990
General Studies
Highland Capital Management, L.P. May 2014 - Present
Merrill Lynch August 2010 - May 2014
Cohen & Steers August 2008 - April 2010
Cohen & Steers May 2005 - August 2008
Merrill Lynch January 2004 - June 2005
Skills
Client Relationship..., Sales Driven, Business Management, Cross Selling, Mutual Funds, Series 7, Series 66, Chartered Investment..., Uniform Combined State..., CRM, Sales, Investment Advisory, Alternative Investments, ETFs, Investments, Series 63, FINRA, Investment Management, Asset Allocation, Investment Strategies, Management, Series 24, Separately Managed..., Financial Advisory, Portfolio Management
Education
The College of New Jersey 1999 — 2003
B.S, Finance
The College of New Jersey 1999 — 2003
Bachelor of Science, Finance Concentration
Highland Capital Management LP 2004 - 2011
FTI Consulting 2002 - 2004
PwC 1998 - 2001
Price Waterhouse 1997 - 1997
Price Waterhouse LLP 1991 - 1996
Mutual of Omaha 1990 - 1991
Skills
Leveraged Finance, Hedge Funds, Valuation, Alternative Investments, High Yield
Education
Stanford Graduate School of Business 1996 — 1998
MBA
Creighton University 1987 — 1991
BSBA, Finance / Accounting
Highland Capital Management, L.P. April 2015 - Present
Janus Capital Group 2012 - March 2015
Janus Capital Group 2009 - 2012
Janus Capital Group October 2008 - January 2009
Skills
Wealth Management, ETFs, Finance, Series 6, Retirement Planning, 401k, Investment Management, Mutual Funds, Investments, Retirement, Financial Advisory, Securities, Golf, Fly Fishing, Financial Services, Series 7, Series 63, Dynamic Asset Allocation, Downhill Skiing, College Football, Flag Football, Basketball, Investment Strategies, Financial Analysis, Financial Planning, Alternative Investments, Variable Annuities, Bass Fishing, Water Skiing, CLO, MLP, Global Tactical Asset..., Long/Short Equity, Long/Short Health Care
Education
University of Iowa 2003 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Highland Capital Management, L.P. November 2012 - December 2014
Morgan Stanley Smith Barney August 2009 - October 2012
Morgan Stanley Smith Barney March 2007 - August 2009
The Vanguard Group, Inc. October 2005 - March 2007
Nuveen Investments May 1999 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Separately Managed..., Series 65, Asset Allocation, Investments, ETFs, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Finance, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
LPHS
LPHS
School name:
Highland Capital Management, L.P. February 2015 - Present
Highland Capital Management, L.P. November 2012 - Present
KPMG October 2010 - November 2012
Skills
SEC filings, CPA, Financial Reporting, US GAAP, Accounting, Spoken Word, Financial Analysis, Auditing, GAAP, Financial Accounting
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2010
BBA & Masters in Professional Accounting, Accounting
The University of Texas at Austin
Raymond James Financial Inc. December 2014 - Present
Stifel Financial Corp. March 2013 - November 2014
Knight Capital Group 2012 - 2013
Cohen & Company April 2009 - July 2012
Highland Capital Management, L.P. August 2007 - March 2009
Merrill Lynch 2002 - 2007
UBS Investment Bank 2000 - 2002
Nomura Securities 1987 - 2000
Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance
Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General
RiverRock Group March 2014 - Present
Highland Capital Management, L.P. April 2012 - July 2013
Lone Star Funds August 2008 - April 2012
Ernst & Young September 2006 - August 2008
Skills
Investor Relations, Fundraising, Business Development, Key Client Relationships, Corporate Events, Alternative Investments, Private Equity, Hedge Funds, Structured Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
Master in Professional Accounting, Accounting
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA, Accounting
Southlake Carroll High School 1997 — 2001
Ashford June 2014 - Present
MeehanCombs, LP January 2012 - June 2014
Alden Global Capital September 2007 - May 2012
Highland Capital Management, LP September 2005 - September 2007
Fulbright & Jaworski August 2001 - September 2005
Skills
Hedge Funds, Private Equity, Due Diligence, Alternative Investments, Securities Regulation, Securities, Investments, Fund Of Funds, Fixed Income, Equities, Corporate Law, Capital Markets, Asset Management
Education
Baylor University School of Law 1998 — 2001
Doctor of Law (JD)
Texas A&M University 1994 — 1997
BBA, Management
Highland Capital Management, L.P. February 2015 - Present
Highland Capital Management, L.P. August 2012 - February 2015
Ernst & Young October 2010 - August 2012
Hester Capital Management May 2009 - May 2010
Skills
Financial Reporting, CPA, Accounting, Finance, US GAAP, Financial Audits, Hedge Funds, Leveraged Finance, Financial Analysis, Financial Modeling, SEC filings, Valuation, Private Equity, Investments, Alternative Investments, Equities
Education
The University of Texas at Austin 2005 — 2010
MPA, Masters in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business
MPA, Accounting
Miller, Egan, Molter & Nelson LLP January 2011 - Present
Highland Capital Management, L.P. June 2007 - December 2011
Weil Gotshal and Manges 2002 - 2007
Skills
Mergers, Restructuring, Private Placements, Portfolio Management, Investments, Mergers & Acquisitions, Mutual Funds, Private Equity, Securities, Investment Management, Due Diligence, Securities Regulation, Corporate Law, Venture Capital
Education
University of Kentucky 1991 — 1994
J.D.
Western Kentucky University 1987 — 1991
B.S., Finance
PricewaterhouseCoopers July 2009 - Present
Highland Capital Management LP April 2007 - April 2009
Deloitte May 2003 - April 2007
CBIZ 2002 - 2002
Purdue University 1997 - 1999
Skills
Valuation, Due Diligence, Mergers, Investments, Hedge Funds, Strategy, Business Valuation, Financial Reporting, Finance, Derivatives, Accounting, Auditing, Business Development, Investment Management, Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2003
MBA, Finance
Purdue University 1997 — 1999
MS, Mechanical Engineering
Birla Institute of Technology and Science, Pilani 1991 — 1996
BE/MMS, Mechanical Engineering/Finance
Allianz Global Investors February 2009 - Present
Highland Capital Management, L.P. December 2005 - December 2008
Education
Texas Tech University - Rawls College of Business 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Mercato Partners November 2014 - Present
Koenig & Associates December 2009 - November 2014
Highland Capital Management, L.P. November 2007 - February 2009
Hudson May 2005 - November 2007
Education
The University of Kansas 1998 — 2003
BS, Human Biology
University of Kansas 1998 — 2003
BS, Psychology
Highland Capital Management, LP July 2006 - September 2008
Archon Group LP, A Goldman Sachs Company 1998 - 2003
MBL Life 1993 - 1998
HomeFederal Bank 1993 - 1995
Education
Texas State University
BBA, Marketing
Hudson Advisors, LLC July 2014 - Present
Hudson Advisors, LLC November 2012 - Present
Walker Smith Capital February 2012 - October 2012
Blue River Partners, LLC June 2011 - January 2012
Carlson Capital, L.P July 2008 - May 2011
Highland Capital Management L.P August 2007 - July 2008
1st Global Inc November 1998 - August 2007
Skills
Hedge Funds, Securities Regulation, FINRA, Asset Managment, Alternative Investments, Equities, Investment Advisers Act, Securities, Mutual Funds, Investments, Investment Advisory, Private Equity, Fixed Income, Due Diligence, Uniform Combined State..., AML, Corporate Governance, Portfolio Management
Education
Oklahoma State University 1990 — 1995
BS
Drummond 1987 — 1990
Cynsational Services 2013 - Present
Advocare March 2012 - Present
THEO Executive Group August 2010 - February 2012
Highland Capital Management, LP October 2007 - April 2009
TravelFocus March 2005 - March 2007
National Spirit Group March 1996 - March 2005
Skills
Event Planning, Outlook, Microsoft Office, Customer Service, Contract Negotiation, Microsoft Excel, Management, Leadership, Account Management, Event Management, PowerPoint, Team Building, Microsoft Word, Strategic Planning, Project Management, Advertising, Presentation Development, Presentation Design, Ghostwriting, Database Administration, Executive Calendar..., Coordinating Schedules, Meeting Scheduling, Menu Development, Editing, Proofreading, Process Improvement, Expense Reports, Online Research, Research, Invoice Processing, Fundraising
Education
The University of Texas at Austin 1984 — 1990
Bachelor of Science, Textiles
Oryx Oilfield Holdings, LLC December 2011 - Present
Behringer Harvard May 2010 - September 2010
Behringer Harvard May 2010 - September 2010
Highland Capital Management, LP April 2005 - October 2009
Highland Capital Management April 2005 - October 2009
Ernst & Young, LLP July 2003 - April 2005
Skills
Finance, Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Hedge Funds, Portfolio Management, Investments, Analysis, Due Diligence, Mergers, Internal Audit, Auditing
Education
Texas A&M University 2002 — 2003
MS, Financial Management
Texas A&M University 1998 — 2002
BBA, Accounting
Ryan May 2015 - Present
Ryan May 2014 - April 2015
Ryan March 2013 - May 2014
Ryan July 2011 - May 2013
TGGT Holdings, LLC June 2010 - October 2010
Churchill Capital Company, LLC July 2007 - January 2009
Highland Capital Management, L.P. June 2007 - July 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Adobe Creative Suite, Adobe Acrobat, Customer Service, Research, English, Windows, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Social Media
Education
The University of Texas at Austin 2000 — 2003
BA, Political Science and Government
Highland Capital Management, L.P. October 2014 - Present
Genesis Real Estate Group, LLC June 2013 - September 2014
TBWA\Group\China October 2010 - December 2010
Shanghai Pudong Development Bank July 2010 - September 2010
Skills
Promotions, Field Marketing, Event Planning, Advertising, Microsoft Office, Mac OS, Windows, Photoshop, Marketing, Strategic Planning, Sales, Market Research, Project Management
Education
The University of Texas at Dallas 2011 — 2013
Master's degree, Business Administration and Management, General
Shanghai University of International Business and Economics 2006 — 2010
Bachelor's degree, Financial Engineering
Highland Capital Management, L.P. September 2015 - Present
Strategic Capital Companies December 2014 - August 2015
Strategic Capital Companies October 2014 - December 2014
Strategic Capital Companies April 2014 - October 2014
Strategic Capital Companies December 2010 - April 2014
An Alternative Investment Provider August 2009 - November 2010
CIP Marketing, Adidas March 2006 - May 2009
UCLA Athletics Department September 2005 - May 2009
Skills
Investments, Securities, Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Management, Equities, Retirement Planning, Sales, Financial Services, Portfolio Management, Marketing, Wealth Management, Finance
Education
University of California, Los Angeles 2005 — 2009
B.A., Psychology, French
University of Paris I: Panthéon-Sorbonne 2008 — 2008
French
Santiago Hills Elementary
Nuby/Luv n' care January 2012 - Present
Highland Capital Management, L.P. October 2006 - September 2011
Skills
Microsoft Office, Microsoft Excel, Marketing, Event Planning, PowerPoint, Product Development, Budgets, Team Building, Customer Service, Public Relations, Social Networking, Microsoft Word, Sales, Management, Social Media, Leadership
Education
University of Louisiana at Monroe 2001 — 2005
Bachelor, Marketing
Highland Capital Management, L.P. October 2014 - Present
Raytheon August 2012 - Present
Celanese March 2007 - August 2012
UPS 2000 - March 2007
Skills
Social Media, Corporate Communications, Strategic Communications, Project Management, Internal Communications, Strategy, Public Relations, Media Relations, Marketing Management, Crisis Communications
Education
The University of Texas at Austin
Highland Capital Management, L.P. May 2015 - August 2015
Skills
Financial Analysis, Financial Modeling, Bloomberg, Microsoft Excel, Finance, Investment Banking, Microsoft Office, Valuation, Asset Management, PowerPoint
Education
University of Southern California 2012 — 2016
BS, Business Finance and Mathematical Finance
Highland Capital Management, L.P. November 2014 - Present
KPMG November 2010 - November 2014
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2010
Master in Professional Accounting
The University of Texas at Austin 2006 — 2010
Business Honors & Accounting
Highland Capital Management, L.P. May 2010 - Present
Catapult Capital May 2008 - October 2008
Scopus Asset Management October 2005 - April 2008
DKR Capital June 2002 - October 2005
Skills
Trading, Hedge Funds, Equities, Financial Markets, Bloomberg, Equity Research, Equity Trading, Fixed Income, Investments, Portfolio Management, Securities, Trading Systems, Electronic Trading, Alternative Investments, Financial Modeling, Capital Markets, Valuation, Asset Management, Mutual Funds, Technical Analysis, Equity Derivatives, Relationship Management, Transaction Cost..., Market Structure
Education
The University of Connecticut School of Business 1997 — 2001
Bachelor's degree, Accounting
Greenwich High School 1993 — 1997
High School
NGP Energy Technology Partners March 2015 - Present
Highland Capital Management, L.P. December 2013 - Present
Equity Office Properties November 2011 - November 2013
ZeroChaos November 2006 - November 2011
Poly-America, LP March 2005 - November 2006
Skills
Administrative..., Travel Arrangements, Outlook, Office Management, Lease Administration, Property Management, Leases, Spreadsheets, Event Planning, Real Estate, Microsoft Excel, Facilities Management, Commercial Real Estate, Disposition, Finance
Education
The University of Texas at Arlington 2003 — 2004
Bachelor of Arts (B.A.), Sociology
Carousel Capital August 2008 - Present
Highland Capital Management, L.P. 2007 - 2007
Arcapita Bank B.S.C.(c) June 2004 - June 2006
BB&T Capital Markets August 2001 - June 2004
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
University of South Carolina-Columbia 1997 — 2001
Business Administration, Finance
HIG WhiteHorse Capital March 2003 - Present
Highland Capital Management, L.P. January 1999 - March 2003
PricewaterhouseCoopers March 1997 - December 1998
Skills
Alternative Investments, Portfolio Management, Financial Risk, Hedge Funds, Equities, Capital Markets, Investment Banking, Financial Modeling, Private Equity, Fixed Income, Asset Management, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1992 — 1996
BBS, Finance
Liberty Mutual Investments June 2014 - Present
Liberty Mutual Investments December 2012 - June 2014
Highland Capital Management, L.P. September 2011 - March 2012
Highland Capital Management, L.P. April 2011 - September 2011
Highland Capital Management, L.P. September 2008 - April 2011
Weaver January 2007 - September 2008
Skills
Alternative Investments, Hedge Funds, Bloomberg, Finance, Private Equity, Portfolio Management, Financial Reporting, Auditing, Financial Modeling, Valuation, Financial Analysis, Investments, Asset Management, Investor Relations, Emerging Markets, Operating Budgets, Superior Client Service, Executive Reporting, Financial Accounting, Strategic Financial..., Financial Services, Structured Finance
Education
Texas Tech University - Rawls College of Business 2002 — 2006
BA, Accounting, Finance and Economics
KKR June 2014 - Present
ORIX USA Corporation May 2012 - June 2014
Oak Hill Advisors, L.P. December 2008 - May 2012
Highland Capital Management, L.P. July 2007 - December 2008
Dave and Buster's, Inc. February 2005 - July 2007
Star Concessions, Ltd. March 2004 - February 2005
Datascan, LP December 2001 - August 2002
Fujitsu Network Communications September 2000 - May 2001
Skills
Data Warehousing, SQL Server, Business Intelligence, SSIS, Powershell, T-SQL, SQL, Accounting, Data Governance, SSAS, SSRS, C#, .NET, Microsoft Dynamics, R, Microsoft SQL Server, Kanban, Scrum, Analysis Services, XML, ETL, Visual Basic, ASP.NET, Windows Server, Unix, Access, OLAP, Integration, Databases, JavaScript, SDLC, Software Engineering, SharePoint, Data Modeling, IIS, Relational Databases, Database Design, Project Management, Project Planning
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2010
M.S., Accounting and Information Management
The University of Texas at Dallas 1999 — 2003
B.S., Software Engineering and Computer Science
IronBridge Capital Management, L.P. January 2013 - Present
The Olayan Group May 2011 - December 2012
Northaven Management January 2007 - April 2011
Highland Capital Management, LP February 2005 - January 2007
Analysis Group September 2002 - February 2005
Carlson Capital May 2001 - August 2001
Skills
Due Diligence, Valuation, Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Investments, Financial Modeling, Asset Management
Education
London Business School 2000 — 2002
MBA, Finance & Strategy
University of Michigan - Stephen M. Ross School of Business 1993 — 1997
BBA, Finance & Strategy
Carlson Capital, L.P. October 2008 - Present
HBK Capital Management March 2008 - October 2008
Highland Capital Management, LP June 2006 - March 2008
The University of Texas at Dallas January 2005 - December 2006
Raytheon Company June 2003 - June 2006
Richland College August 2004 - December 2005
Cantrell and Associates January 2003 - April 2003
The University of Texas at Dallas August 1999 - February 2001
Ernst & Young, LLP February 1998 - June 1998
Ernst and Young, LLP January 1996 - June 1996
Skills
Accounting, Tax, Finance, Process Improvement, Analysis, CPA, Financial Analysis, Tax Preparation, Financial Accounting, Private Equity, Hedge Funds
Education
The University of Chicago 2001 — 2002
MA, Humanities
Goethe Institute 2001 — 2001
N/A, German
The University of Texas at Austin 1992 — 1997
MPA, BBA, Accounting
Pascal Enterprises July 2013 - Present
Bain & Company April 2011 - July 2013
Highland Capital Management, L.P. April 2008 - April 2011
Energy Future Holdings (TXU) May 2006 - April 2008
UBS - Global Asset Management March 2005 - May 2006
Skills
Financial Modeling, Valuation, Business Strategy, Management Consulting, Private Equity, Mergers, Restructuring, Investment Banking, Corporate Finance, Leveraged Finance, Strategy, Finance, Investments, Hedge Funds, Mergers & Acquisitions, Strategic Financial..., LBO, Financial Planning, Due Diligence, Strategic Planning
Education
Tulane University 2005 — 2006
Masters, Finance
Tulane University - A.B. Freeman School of Business 2000 — 2004
BSM, Finance & Accounting, Summa cum laude
Bishops
Bishops
Highland Capital Management Fund Advisor October 2012 - Present
Highland Capital Management, L.P. February 2007 - October 2012
HBK Capital Management November 2005 - February 2007
NoDak Restaurant Group (Texadelphia) April 1996 - November 2005
Arthur Andersen July 1993 - April 1996
Skills
Hedge Funds, Equities, Financial Modeling, Private Equity, Asset Managment, Bloomberg, Fixed Income, Investments, Financial Analysis, Portfolio Management
Education
The University of Texas at Austin 1992 — 1993
Master of Public Accounting (MPA), Accounting
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
State Farm VP Management Corp February 2014 - Present
Highland Capital Management, L.P. July 2012 - July 2013
MetLife Investors February 2005 - November 2011
Skills
Sales Operations, Sales, Selling, Sales Process, Fixed Annuities, Wealth Management, Marketing Strategy, Sales Presentations, Marketing, Variable Annuities, Financial Advisory, Business Strategy, Portfolio Management, Series 63, Series 6, Financial Services, Series 7, Mutual Funds, Retirement Planning, Retirement, Life Insurance
Education
University of Dayton
Bachelors of Science in Business Administration
McDowell High School
Alcon, a Novartis company July 2013 - Present
Alcon Laboratories, Inc. July 2012 - July 2013
American Airlines November 2010 - June 2012
Global Hunter Securities April 2010 - October 2010
Native American Resource Partners August 2009 - April 2010
Commerce Street Capital October 2008 - August 2009
Highland Capital Management, LP September 2007 - October 2008
Highland Capital Management LP February 2005 - September 2007
KPMG 2003 - 2005
Skills
Financial Modeling, Financial Analysis, Investments, Competitive Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Strategic Planning, Finance
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Finance
Baylor University - Hankamer School of Business 1998 — 2002
Siepe September 2012 - Present
Highland Capital Management, L.P. November 2006 - August 2012
HBK Capital Management December 2002 - November 2006
Blue Cross Blue Shield of Texas September 2002 - November 2002
Brierley & Partners May 1999 - June 2002
EZCorp March 1998 - April 1999
McLane Company January 1995 - March 1998
Skills
SQL Server, T-SQL, Databases, VBA, SSIS, SSRS, Powershell, Data Warehousing, Oracle, Microsoft SQL Server, SQL, Software Development, Visual Basic, SDLC, Database Design, Data Modeling
Education
The University of Texas at Austin 1989 — 1994
BBA
Highland Capital Management, L.P. June 2013 - Present
The Hartford August 2008 - June 2013
Hartford/Planco March 2008 - August 2008
Colorado Rockies Baseball Club June 2005 - March 2008
Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Variable Annuities, Product Marketing
Education
University of Iowa 2001 — 2005
Bachelor Liberal Arts and Sciences/Business Marketing, Sports Marketing
Highland Capital Management, L.P. November 2012 - Present
Artio Global Management January 2009 - October 2012
ARTIO GLOBAL September 2007 - December 2008
OppenheimerFunds August 2005 - September 2007
OppenheimerFunds February 2004 - August 2005
InvestPrivate, Inc May 2003 - January 2004
Economists Incorporated June 2001 - May 2003
Board of Governors, The Federal Reserve Board of the United States April 2000 - May 2001
Skills
Separately Managed..., Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 65, Investment Management, Hedge Funds, Securities, Investment Strategies, Chartered Financial..., Sales Presentations, Client Presentation, Portfolio Assessment
Education
The George Washington University 1997 — 2001
BS, Economics
Mt. Hebron High School, Ellicott City, MD 1993 — 1997
Private Equity May 2014 - Present
Scout Capital August 2012 - April 2014
Highland Capital Management, L.P. January 2008 - July 2012
KPMG Advisory May 2005 - December 2007
GE Capital June 2004 - August 2004
Banc of America Securities June 2003 - August 2003
Skills
Benefits Administration, Employee Relations, Employee Referral..., Recruitment/Retention, Compensation, Workers Compensation, New Hire Orientation, Exit Interviews, Retirement Plans, Defined Benefit, 401k, Payroll Administration, Payroll Taxes, Deferred Compensation, New Hire Orientations, Payroll, Equities, Employee Benefits, Mergers & Acquisitions, Human Resources
Education
University of Florida 2001 — 2005
BSBA, Finance, Mathematics
Prudential Financial July 2015 - Present
Highland Capital Management, L.P. July 2013 - May 2015
The Hartford Mutual Funds December 2011 - July 2013
The Hartford Mutual Funds September 2005 - December 2011
American Tower 2003 - 2005
American Tower 2002 - 2003
American Tower 2000 - 2002
Skills
Series 63, Series 6, Insurance, Sales, Financial Services, Securities, Life Insurance, Investment Strategies, Sales Operations, Relationship Management, Equities
Education
The University of Georgia
Bachelor of Arts (B.A.)
Colegio Belgrano
Coursework, International Studies
Highland Capital Management, L.P. July 2013 - Present
Citi July 2010 - June 2013
Newmont Mining Corporation 2009 - 2009
Conatus Capital Management LP 2009 - 2009
Skills
Capital Markets, Financial Modeling, Equities, Investments, Corporate Finance, Valuation, Bloomberg
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Mathematics
Simsbury High School
Ares Management August 2014 - Present
Highland Capital Management, L.P. November 2012 - June 2014
ALPHA TITANS, LLC March 2011 - October 2012
Highland Capital Management September 2003 - October 2009
Accenture April 2001 - August 2003
Citi 2000 - 2001
Skills
Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Finance, Credit, Asset Management, CDS, Capital Markets, Portfolio Management, Equities, Valuation, High Yield, Structured Products
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2000
BBA, Finance
Highland Capital Management, L.P. February 2013 - Present
Barclays Capital June 2011 - February 2013
Barclays Capital June 2010 - August 2010
Morgan Keegan (Revolution Partners) September 2009 - December 2009
Iron Capital May 2009 - August 2009
Financial Technology Partners January 2009 - May 2009
Aetna, INC. May 2008 - October 2008
UBS Investment Bank June 2008 - June 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Bloomberg, Corporate Finance, Capital IQ, M&A experience, LBO, Due Diligence, Business Valuation, DCF, Leadership, Finance, Investments, Portfolio Management, Venture Capital, Equity Research, Private Equity, Hedge Funds, Capital Markets, Equities, Emerging Markets, Bloomberg Terminal, Fixed Income, Alternative Investments, Leveraged Finance, Asset Management
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration / Corporate Finance
Campolindo High School 2003 — 2007
Highland Capital Management, L.P. August 2010 - Present
Hatteras Funds 2007 - 2010
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Closed-end Funds, ETFs, Asset Management, Asset Allocation, Portfolio Management, Equities, Strategy, Series 7, Investment Strategies, Fixed Income, Series 63
Education
University of North Carolina at Wilmington
Addison Group January 2015 - June 2015
Dimont & Associates 2013 - 2014
Highland Capital Management, L.P. 2011 - 2011
CBS Insurance Group 2011 - 2011
Allianz Global Investors 2009 - 2010
J.P. Morgan 2009 - 2009
Moody's Analytics 2007 - 2009
Skills
Bloomberg, MS ExcelMS Word..., QuickBooks
Education
Texas Woman's University 2005 — 2007
BA, General Studies-Business
Highland Capital Management, L.P. January 2013 - Present
Highland Capital Management, L.P. January 2011 - January 2013
PricewaterhouseCoopers September 2008 - January 2011
PricewaterhouseCoopers January 2007 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Corporate Finance, Financial Reporting, Hedge Funds, Accounting, Business Valuation, Forensic Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
BBA/MPA, Accounting/Finance
Intrepid Sea, Air & Space Museum April 2015 - Present
Highland Capital Management, L.P. March 2011 - Present
HIC Network Security Solutions, LLC November 2014 - April 2015
Robert Half Technology June 2014 - April 2015
Huntington Learning Center July 2013 - May 2014
Goodwill Industries of Western New York Inc. October 2009 - July 2010
Newtek Business Services November 2007 - January 2010
Citi June 2005 - May 2007
Refco October 2001 - April 2005
Novartis Consumer Health October 1991 - September 2001
Skills
SQL, Microsoft SQL Server, Active Directory, Java, Oracle, HTML, Windows, Windows Server, XP, Computer Hardware, Troubleshooting, Microsoft Office, IIS, Access, VMware, Servers, XML, Disaster Recovery, Networking, .NET, Microsoft Exchange, System Administration, Windows 7, TCP/IP, PHP, Network Administration, Microsoft Excel, Powershell, Visio, IT Management, Training
Education
Union County College
Associate's degree, Computer Science
Caelus Energy 2012 - Present
Wright Ginsberg Brusilow P.C. July 2008 - July 2011
Highland Capital Management LP 2007 - 2008
Akin Gump Strauss Hauer & Feld LLP February 2003 - July 2007
Education
Southeastern Paralegal Institute 2002 — 2003
Paralegal Certificate (ABA Approved)
The University of Texas at Arlington 1998 — 2002
Bachelor's Degree, Business Administration - Marketing
Comerica Bank 2009 - Present
Highland Capital Management, L.P. 2007 - 2008
EMC Mortgage 2004 - 2007
Southwest Securities 2003 - 2004
JPMorgan Chase 2000 - 2003
Chase Bank 1999 - 2000
Skills
General Accounting, Operations Management, Operations Research, Regulatory Operations, Asset Managment, Receiverships, Receivership Operations, Financial System..., Investor Relations, Investor Reporting, Trust Operations, Mortgage Banking, Loan Servicing, Payroll Management, Controller Operations, Budgeting, Financial Analysis, Treasury Operations, Accounting
Education
The University of Texas at Dallas
Bachelor of Business Administration (B.B.A.), Accounting and Finance