Hudson Advisors, LLC
Industry: Company
DescriptionFounded: 1995 Parent organization: Lone Star Funds Subsidiaries: Hudson Americas L.P., Hudson Advisors UK Ltd, Hudson Advisors LLC, Investment Banking ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportHudson AdvisorsWebsiteDirections Saved (0) Saved Save 7 Google reviews Property management company in Dallas, Texas Address: 2711 N Haskell Ave #1800, Dallas, TX 75204 Phone: (214) 754-8400: Category: : Hours: : : : Website: : Place name: Website: http://www.hudson-advisors.com/ Category: Property management company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hudson Advisors Posting publicly on the Web Write a review Reviews 7 Google reviews
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Hudson Advisors, LLC Employees
Hudson Advisors, LLC November 2013 - Present
Hudson Americas, LLC March 2011 - October 2013
Westmount Realty Finance, LLC March 2009 - February 2011
NewQuest Properties January 2008 - November 2009
Marlin Atlantis White, Ltd February 2007 - December 2007
State National Companies October 2005 - January 2007
CBRE November 2002 - September 2005
Cousins Properties Incorporated 2001 - 2002
Skills
Financial Reporting, Real Estate, Cash Management, Asset Management, Financial Accounting, Corporate Finance, Treasury Management, Property Management, Commercial Real Estate, Private Banking, Asset Based Lending, Liquidity Management, Commercial Banking
Education
Jarvis Christian College
Bachelor of Science (B.S.), Accounting and Business/Management
Hudson Advisors, LLC July 2015 - Present
BMC Software March 2012 - June 2015
CompuCom August 2006 - December 2009
Skills
Bloomberg, Excel, Financial Analysis, Corporate Finance, Spanish, PowerPoint, Teamwork, Analytical Abilities, SPSS, International Business, Time Management, Data Analysis, Problem Solving, Business Valuation, Financial Reporting, Public Speaking, Financial Forecasting, Budgeting, International Relations, Negotiation, Microsoft Office, Microsoft Excel, Project Management, Budgets, Tableau, Cost Accounting, Strategic Planning, Strategy
Education
Thunderbird School of Global Management 2011 — 2012
MBA, Global Finance
Peking University 2011 — 2011
Study Abroad Program, MBA
The University of Texas at Austin 2001 — 2004
BA, Economics, Business Foundations Certificate
Demand Media March 2015 - Present
Demand Media October 2013 - February 2015
Dex One July 2012 - October 2013
Dex One November 2011 - July 2012
Hudson Advisors, LLC June 2010 - November 2011
Cigniti Inc January 2009 - June 2009
Ericsson May 2008 - December 2008
GE December 2006 - June 2007
Skills
Databases, Microsoft SQL Server, Business Intelligence, SQL, Data Warehousing, Agile Methodologies, Database Design, Data Modeling, ETL, SSIS, SSRS, T-SQL, PL/SQL, XML, Unix, MySQL, Requirements Analysis, Data Integration, SOA, SQL Server, Data Analysis, Requirements Gathering, Unix Shell Scripting, Enterprise Architecture, Informatica, Shell Scripting, SDLC, Data Mining, Database Development, Database Administration, Relational Databases, Performance Tuning, SQL Tuning, OLAP, Data Warehouse..., Business Analysis, Stored Procedures, Managing Database, data, Physical Data Modeling, Logical Data Modeling, Analysis Services, Software Project..., Business Intelligence..., Agile Project Management, PostgreSQL, Data Quality, Netezza, amazon redshift, redshift
Education
The University of Texas at Arlington 2007 — 2009
Master's in Computer Science, Data Mining and Database Management Systems
Jawaharlal Nehru Technological University 2003 — 2007
BS, Computer Science
Hudson Advisors, LLC January 2013 - Present
MadFrog Volleyball Club June 2004 - Present
VCE, the Virtual Computing Environment Company July 2012 - January 2013
Ursuline Academy of Dallas May 2011 - October 2011
The Bergerac Group November 2010 - June 2011
Skills
Event Planning, Microsoft Office, Customer Service, PowerPoint, Outlook, Social Media, Microsoft Word, Microsoft Excel, Event Management, Editing, Public Relations, Marketing
Education
Collin County Community College 2008 — 2011
Associate of Arts (AA), Photography
Rockhurst University 2007 — 2008
Kinesiology and Exercise Science
Utah Valley University 2006 — 2007
Sport and Fitness Administration/Management
Plano West Senior High School 2004 — 2006
Roth Circle, LLC May 2013 - Present
Cepia, LLC February 2012 - November 2012
Cepia, LLC August 2010 - October 2012
Hudson Advisors, LLC January 2010 - June 2010
Rosewood Hotels & Resorts May 2007 - January 2010
Skills
Forecasting, Financial Analysis, Strategic Planning, Valuation, Financial Modeling, Negotiation, Real Estate Development, Portfolio Management, Accounting, Real Estate, Asset Management, Management, Leadership, Finance, Entrepreneurship, Sales, Risk Management, Investments, Private Equity, Marketing Strategy, Marketing, Due Diligence, Business Development, Strategy, Business Strategy, Mergers & Acquisitions, Commercial Real Estate, New Business Development, Corporate Finance, Competitive Analysis, Customer Service, Contract Negotiation, Equities, Acquisitions, Social Media Marketing, Project Management, Budgets, Business Planning, Strategic Partnerships, Microsoft Excel, Start-ups, Analysis
Education
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Financial Consulting
Hudson Advisors, LLC January 2009 - Present
Ammentorp Enterprises April 1995 - December 2008
BP February 1985 - March 1995
Tenneco Oil Company June 1981 - January 1985
Skills
Natural Gas, Accounting, Tax
Education
Baylor University - Hankamer School of Business 1979 — 1981
Bachelor of Business Administration (B.B.A.), cum laude
Hudson Advisors, LLC July 2014 - Present
Wells Fargo March 2012 - June 2014
Wells Fargo March 2010 - March 2012
Wells Fargo June 2007 - March 2010
Skills
Interest Rate..., Pitching Ideas, Credit Analysis, ISDA negotiations, Interest Rate Hedging, Manage Client..., Client Development, Capital Markets, Market Risk, Structured Products, Series 63, Swaps, Hedging, Sales Presentations, Fixed Income, Derivatives
Education
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics
Law Offices of Jeffrey Dorman June 2014 - Present
Hudson Advisors, LLC September 2006 - February 2014
Cummins & White, LLP July 2003 - July 2006
Larsen & Risley June 1994 - July 2003
Skills
Corporate Law, Due Diligence, Legal Research, Mergers & Acquisitions, Employment Law, Legal Documents, Administrative..., Westlaw, Private Equity, Intellectual Property, Data Entry, Corporate Governance, Document Review, Document Drafting, Paralegals, Estate Planning, Legal Writing, Licensing, Legal Compliance, Legal Issues, Acquisitions, Contract Law, Filing, Real Estate Transactions, Real Estate, Insurance Law, Document Preparation, Wills, Notary Public, Wordperfect, Timeslips
Education
Southern California College of Business and Law 1992 — 1994
Associate of Arts (AA), Paralegal Studies
Fullerton College 1990 — 1992
N/A, Business Administration and Management, General
Hudson Advisors, LLC February 2014 - Present
Haynes and Boone, LLP February 2013 - February 2014
Sonus Networks January 2012 - January 2013
Grandstream Networks January 2008 - January 2012
The University of Texas System September 2004 - December 2007
Skills
VoIP, SIP, IP, PSTN, PRI, TDM, PBX, NGN, Softswitch, ATM, MPLS, RTP, Telephony, Ethernet, SIP Trunking, Unified Communications, IP PBX, T1, Switches, WAN, DSL, Routers, Asterisk, Routing, QoS, BRI, Hosted VoIP, Wireless, TCP/IP, Collocation, Long Distance, POTS, Voice Services, Internet Access, LAN/WAN, Telecommunications, Media Gateways, Signaling, CCTV, IP Cameras, Video Servers, Video Analytics, Video over IP, Access Control, Intercom, LTE, Security, Networking, Pre-sales, Servers
Education
Southern Methodist University
Master's Degree, Telecommunications Engineering, Network Engineering
The University of Texas at Dallas 2004 — 2007
Telecommunications Engineering, Wired and wireless networks.
Colegio Santa Maria 1994 — 1998
High school diploma
Energy Future Holdings September 2014 - Present
UST Global March 2014 - July 2014
Verizon Business November 2011 - March 2014
HCL Technologies (Infrastructure Services Division) May 2010 - November 2011
Hudson Advisors, LLC October 2009 - February 2010
SkyCom February 2009 - August 2009
Technisource November 2007 - December 2008
ACS September 2005 - November 2007
PurDigital January 2005 - September 2005
Self - Employed February 2001 - August 2005
Skills
PMP, Process Improvement, Project Management, ITIL, Integration, Telecommunications, Disaster Recovery, Data Center, CRM, Requirements Analysis, Software Documentation, Vendor Management, Cisco Technologies, Security, Management, Switches, IT Service Management, Analysis, Business Analysis
Education
American InterContinental University 2000 — 2001
Master, Information Technology
Augusta State University - College of Business Administration 1994 — 1999
BBA, Marketing
KPMG LLP December 2014 - Present
Deloitte February 2012 - July 2014
Hudson Advisors, LLC 2014 - 2014
Ernst & Young October 2010 - October 2011
Education
The University of Texas at Dallas - School of Management 2009 — 2010
Master - Accounting
National Taiwan University 2005 — 2009
BA - Accounting
Hudson Advisors, LLC July 2014 - Present
Hudson Advisors, LLC April 2013 - Present
Capview Partners July 2011 - April 2013
Real Estate Tax Consultants April 2011 - July 2011
Alan Hodges & Associates May 2008 - July 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Due Diligence, Portfolio Management, Finance, Commercial Real Estate, Private Equity, Disposition, Commercial Mortgages, Real Estate Private..., Joint Ventures, Risk Management, Excel, Daily Deals, Finding Deals, Loans, Large Deals, Dispositions, Real Estate Economics, Asset Management
Education
Southern Methodist University 2006 — 2012
BSFA, Economics
JCS 2002 — 2006
Gateway Church January 2014 - Present
Hudson Advisors, LLC July 2012 - Present
Hudson Advisors, LLC April 2007 - July 2012
Hudson Advisors, LLC November 2005 - April 2007
RGIS 1988 - 2005
Skills
Reconciliation, General Ledger, Financial Reporting, Internal Controls, Leadership, Due Diligence, Corporate Finance, Accounting, Account Reconciliation
Education
South University 2009 — 2012
BBA, Accounting
Tarrant County College 2001 — 2002
Business
University of North Texas 1990 — 1991
Mathematics
Invitation Homes March 2013 - Present
Riverstone Residential Group September 2012 - March 2013
Hudson Advisors, LLC February 2010 - November 2012
WHCC October 1999 - April 2010
Skills
Payroll, Employee Benefits, Human Resources, Benefits Administration, Employee Relations, Outlook, Microsoft Excel, Organizational..., Negotiation, Talent Management, Leadership Development, Mergers, Succession Planning, Recruiting, Onboarding, Employee Handbooks, PeopleSoft, Performance Management, Strategic Planning, Talent Acquisition, Microsoft Word, Executive Reporting, ADP Payroll, Report Writing, Payroll Taxes, Payroll Services, Payroll Conversions, Reporting & Analysis, Management
Education
Browne Mackie College
Fashion Merchandising
North Lake College
Intermediate Payroll & Mastering Payroll Concepts
Hudson Advisors, LLC March 2013 - Present
Société de gestion COGIR January 2013 - May 2013
Solutions Modex April 2011 - August 2011
Solutions Modex April 2010 - August 2010
Education
Université de Sherbrooke 2011 — 2013
Master of Science (M.Sc.), Finance
HEC Montreal 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Collège Lionel Groulx 2006 — 2008
DEC, Pure and Applied Science
Hudson Advisors, LLC August 2015 - Present
Neuberger Berman May 2013 - Present
Hardey, and Haley CPAs LLC December 2012 - April 2013
Heard McElroy & Vestal September 2012 - December 2012
Skills
Tax Preparation, Auditing, Fixed Assets, Fixed Asset Depreciation, Microsoft Excel, Microsoft Office, QuickBooks, ProSystem fx Tax, Engagement, Accounts Payable, Accounting, Financial Analysis, Financial Reporting, Leadership, Microsoft Word, PowerPoint, Public Speaking, Tax
Education
Centenary College of Louisiana 2008 — 2013
Bachelor's degree, Accounting and Finance, Business Admin
Centenary College of Louisiana 2008 — 2013
Bachelor's degree, Accounting and Finance
Berkner High School
Hudson Advisors, LLC August 2015 - Present
Federal Reserve Bank of New York June 2010 - July 2015
BlackRock 2004 - 2009
Merill Lynch Investment Managers 2004 - 2006
US Army 1997 - 2000
Skills
Structured Products, ABS, Securitization, Credit Risk, Financial Modeling, Fixed Income, Financial Risk, Bloomberg, CMBS, Risk Management, Analysis, VBA, Credit, Bonds, SAS, Structured Finance, C#, SQL, Intex, Bloomberg API, Credit Derivatives, SQL Server, Credit Analysis, Residential Mortgages, CDS, Visual Basic, Access, Commercial Mortgages, Databases, Quantitative Finance, Bloomberg Terminal, Risk, Intex Desktop, LIBOR, CCAR, Stress Testing, Intex API
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Quantitative Finance
Florida International University 2003 — 2004
MS, Finance
University of Tampa 2000 — 2003
BS, Finance
Candlewood Investment Group, LP March 2015 - Present
Hudson Advisors, LLC December 2012 - March 2015
Mortgage Valuation Consulting February 2011 - September 2012
Navigant Consulting November 2008 - February 2011
Wamu Capital Corp February 2005 - 2008
Morgan Stanley December 2003 - February 2005
Credit Suisse First Boston July 2002 - May 2003
Deloitte & Touche July 2001 - June 2002
Skills
Structuring, Litigation Consulting, Residential Mortgages, Loans, MBS, Mortgage, Structured Finance, CDO, Valuation, ABS, Securities, Securitization, Bloomberg, Capital Markets, Trading, Mortgage Lending, Financial Structuring, Structured Products, Financial Services, Financial Modeling, Derivatives, Fixed Income, Loan Servicing, Credit, Bonds, Loan Origination, Investments, Funding, Investment Banking
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance/Marketing Dual Major
Greens Farms Academy 1993 — 1997
Hudson Advisors, LLC September 2011 - Present
Levine & Co., P.C. February 2010 - September 2011
Silva, Gurtner & Abney, LLC November 2007 - September 2009
Kolder, Champagne, Slaven & Co January 2006 - November 2007
Skills
Fixed Assets, Accounting, Sales & Use Tax..., Multi-state tax returns, Financial Statements, ASC 740 - Tax Provisions, Federal and State Tax..., Federal Tax Compliance, State Apportionment, Business Personal..., Corporate Tax, GAAP, Tax Accounting, Tax Returns, Financial Analysis
Education
Southeastern Louisiana University 2003 — 2005
Bachelor of Science, Accounting with minor in Management
Louisiana State University-Alexandria 2002 — 2003
Associate of Science (A.S.), Accounting
SevenBar Aviation March 2015 - Present
Conifer Health Solutions October 2012 - Present
Conifer Health Solutions December 2014 - March 2015
Hudson Advisors, LLC January 2012 - September 2012
American CareSource September 2008 - January 2012
Perot Systems January 2005 - September 2008
Rogue Entertainment June 2000 - May 2001
Skills
Investor Relations, Cost Models, Essbase, Financial Modeling, Financial Analysis, Accounting, Accounts Receivable, Acquisition Integration, Analysis, Analytics, Budgets, Executive Management, Finance, Forecasting, General Ledger, Income Statement, Leadership, Management, Mergers, Strategic Financial..., Strategic Planning, Strategy
Education
The University of Texas at Dallas 1997 — 2002
B.S., Molecular Biology / Business Administration double major
Southern Methodist University - Cox School of Business
MBA, Finance / Strategy
Kettering Health Network August 2014 - May 2015
Center for Conflict Resolution August 2013 - November 2013
Pepperdine University Legal Aid Clinic September 2012 - November 2012
Hudson Advisors, LLC 2008 - 2010
Madera Community Hospital March 2007 - September 2007
Education
Pepperdine University School of Law 2011 — 2013
Doctor of Law (JD)
University of North Texas 2008 — 2011
Master of Business Administration (MBA), Strategic Management
Southern Adventist University 2003 — 2007
Bachelor of Business Administration (BBA), Financial Services - Accounting
Futurestep, A Korn/Ferry Company October 2013 - Present
BMO Capital Markets June 2011 - September 2013
Hudson Advisors, LLC September 2009 - June 2011
Enterprise Rent-A-Car September 2005 - September 2009
Skills
Project Management, Event Planning, Project Coordination, Organizational..., Problem Solving, Organization &..., Multitasking Skills, Office Management, Budgets, Administrative..., Access, Marketing, Administrative..., Customer Service, Talent Acquisition, Human Resources, Management, Microsoft Office, Microsoft Excel
Education
Kent State University
Bachelor of Science (BS), Healthcare Services
American Heart Association September 2005 - August 2013
Hudson Advisors, LLC August 2002 - September 2005
Skills
Business Analysis, Project Management, Program Management, Management, Integration, IT Strategy, Team Building, Business Intelligence, CRM, Team Leadership, SharePoint, Strategic Planning, Business Process..., Software Development, Vendor Management, Information Technology, Business Development, Management Consulting, Leadership, Process Improvement, Co-authored Project..., PMP, Telecommunications, Data Center, IT Management, SDLC, Infrastructure, Enterprise Architecture, Enterprise Software, Cloud Computing, Project Portfolio..., Master Data Management, Disaster Recovery, Requirements Analysis, SaaS, Software Project..., Outsourcing, ERP, Data Warehousing, ITIL
Education
Dalhousie University 2000 — 2002
MBA, Information Technology
St. Francis Xavier University 1981 — 1984
Bachelor of Business Administration (BBA), Information Technology
Hudson Advisors, LLC September 2013 - Present
PwC August 2011 - September 2013
McDonald's Corporation December 2009 - January 2011
Skills
Accounting, Microsoft Excel, Analysis, Sales, PowerPoint, Management, Marketing, Auditing, Real Estate, Finance, Financial Modeling, Commercial Real Estate, Real Estate Transactions
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelors in Science and Business, Majors: Finance & Accounting, Minor: Economics
Hinsdale South High School
Hinsdale South High School
Army & Air Force Exchange 2012 - Present
Invensys - Acquired by Schneider Electric 2009 - 2012
Hudson Advisors, LLC 2008 - 2009
U.S. Lime & Minerals 2007 - 2008
Cadbury Schweppes Americas Confectionery 2004 - 2007
Skills
Consolidation, Accounting, Budgets, Financial Reporting, Financial Analysis, Variance Analysis, Finance, Management, Analysis, Strategic Planning, IFRS, Cost Accounting, Forecasting, Financial Statements, Business Analysis, Auditing, GAAP, Financial Accounting, Tax, Internal Controls, Managerial Finance, Financial Modeling, Internal Audit, Hyperion Enterprise, General Ledger, Strategic Financial..., US GAAP, Account Reconciliation, Business Process..., Essbase, Sarbanes-Oxley Act, Accounts Payable, SAP, Process Improvement, Payroll, Risk Management, Hyperion
Education
The University of Dallas 2007 — 2009
MBA, Accounting & Business Management
Austin College
The University of Texas at Austin
The University of Texas at Dallas
Hudson Advisors, LLC September 2015 - Present
Skills
SAP HR, Personnel Management, Employee Benefits, Payroll, Employee Relations, HRIS, Talent Management, PeopleSoft, SAP, Performance Management, Human Resources, Deferred Compensation, Employee Engagement, Business Process, ERP, Change Management, Leadership, SuccessFactors, Succession Planning, Team Building, Vendor Management, Management, Recruiting, Benefits Administration, Training, Organizational Design, Project Management, HR Transformation, Management Consulting, Workforce Planning, Business Process..., Organizational..., Business Transformation, Business Process..., Organizational..., Human Capital, HR Consulting
Education
Dallas Baptist University 1995 — 1998
BA
Mays Business School June 2014 - Present
Hudson Advisors, LLC June 2015 - August 2015
Dillon Gage Metals August 2003 - May 2014
Posters and Photos To Go May 2003 - September 2003
Skills
Microsoft Office, Microsoft Excel, Business Analysis, SQL, Windows, Access, Analysis, Java, Testing, Project Management, Process Improvement, Team Leadership, Sales, Eclipse, MySQL, Microsoft Word, Requirements Analysis, Microsoft SQL Server, C, JavaScript, Customer Service, CSS, Programming
Education
Texas A&M University - Mays Business School 2014 — 2016
Master's Degree, Management Information Systems, General
The University of Texas at Arlington 2012 — 2013
Bachelor of Science (BS), University Studies
The University of Texas at Dallas 2003 — 2005
Computer Software Engineering
Lake Forest College 2001 — 2002
Texas Academy of Math and Science 1999 — 2001
Nomura Securities March 2014 - Present
Lloyds Banking Group March 2012 - November 2013
Lloyds Banking Group December 2010 - March 2012
Lloyds Banking Group June 2010 - December 2010
Hudson Advisors, LLC July 2009 - May 2010
Wachovia May 2006 - November 2008
Bank of America November 2004 - May 2006
Bank of America July 2004 - October 2004
Bank of America April 2003 - June 2004
Bank of America November 2002 - February 2003
Skills
Talent Management, Performance Management, Compensation, Organizational..., Leadership Development, Executive Recruitment, Project Management, Change Management, Recruiting, Employee Relations, Deferred Compensation, Personnel Management, Leadership, Coaching, HRIS, Management, Executive Search
Education
The Chicago School of Professional Psychology 2001 — 2002
M.A., Industrial/Organizational Psychology, Graduated Top of Class
Miami University 1997 — 2001
B.A., Psychology Major; Family Studies Minor, Dean's List
SPIRE REALTY February 2012 - August 2012
Simon Property Group / General Growth Management, Inc. February 2002 - June 2011
Hudson Advisors, LLC 1996 - 2002
Skills
Accounting, Lease Negotiations, Financial Projection, Financials, Budgets, Lease Administration, Accounts Payable, General Ledger, Financial Reporting, Variance Analysis, Real Estate, Leases, Commercial Real Estate, Tenant, Auditing, Accounts Receivable, Management, Account Reconciliation, Financial Analysis, Financial Accounting, Shopping Centers, Accruals, Cash Flow Forecasting, Financial Statements, Bank Reconciliation, Cash Flow, Monthly Close, Budget Process, Yardi, Finance, Due Diligence, Property Tax, Property Management, Acquisitions, Journal Entries, Real Estate Economics, Microsoft Excel, Expenses, Disposition, Consolidation, CPA, Financial Audits, Internal Controls, Corporate Real Estate, Year-end Close, Depreciation, Fixed Assets, Valuation, GAAP, Forecasting
Education
Miami University 1976 — 1980
Bachelor of Science (B.S.), Accounting and Finance, 3.2
Wunderlich Securities (fka Banc of Manhattan Capital) March 2013 - Present
Hudson Advisors, LLC February 2012 - December 2012
Performance Trust Capital Partners September 2009 - February 2012
Xzerta, LLC October 2008 - August 2009
The Winter Group September 2006 - September 2008
AION Mortgage Corporation January 2002 - September 2006
ABN AMRO July 2000 - January 2002
Wunderlich Securities January 2000 - July 2000
Hanover Capital Partners November 1996 - January 2000
Norwest Mortgage Corporation January 1994 - November 1996
Skills
Underwriting, FHA, Management, Alt A, Subprime, Payroll, Capital Markets, Loan Origination, Mortgage Lending, Loans, Asset Managment, Valuation, Fixed Income, Securitization, Due Diligence, Mortgage Banking, Commercial Lending, Investments, Commercial Mortgages, Financial Institutions, Banking, Credit, Finance, Funding, Portfolio Management, Structured Finance, Trading
Education
Marquette University
BA, Psychology
Lincoln Property Company CSG May 2014 - Present
Holman Boiler Works, Inc. April 2013 - May 2014
Hudson Advisors, LLC March 2012 - April 2013
Behringer Harvard May 2007 - June 2011
First Worthing December 2006 - May 2007
NEC Unified Solutions July 2006 - December 2006
Sharon Fussell, CPA December 2005 - May 2006
City of Longview May 2005 - September 2005
Skills
Financial Reporting, Accounting, Account Reconciliation, Payroll, General Ledger, Variance Analysis, Accruals, Financial Statements, Cash Management, Journal Entries, Cost Accounting, Bank Reconciliation, Access, PeopleSoft, Microsoft Excel, Peachtree, Tax, Great Plains Software, Consolidation, ADP Payroll, Microsoft Word, Spreadsheets, PowerPoint, GAAP, Financial Analysis, Accounts Payable
Education
LeTourneau University 2003 — 2006
Bachelors of Science, Accounting
West Texas A&M University 2000 — 2001
Computer Science Information Systems
Texas A&M University-Commerce 1999 — 2000
Pre-Med
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC July 2014 - June 2015
Robert W. Baird & Co. July 2011 - June 2014
Periculum Capital Company, LLC June 2010 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Due Diligence, Capital Markets, Mergers & Acquisitions, Investment Banking
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance, Accounting
Hudson Advisors, LLC December 2013 - Present
Highside Capital Management January 2008 - August 2013
DKR Capital 2000 - June 2007
Skills
Hedge Funds, Alternative Investments, SEC filings, Counterparty Risk, Bloomberg, Eze Castle, Investments, Asset Management, Treasury, Equities, Fund Of Funds, Fixed Income
Education
Fairfield University 1996 — 2000
BS, Finance
Sambhav Solutions, LLC. June 2011 - Present
Hudson Advisors, LLC February 2010 - May 2011
JP Morgan Chase May 2009 - January 2010
Bear Stearns, Inc December 2006 - January 2010
EMC Mortgage December 2006 - January 2010
JPMorgan Chase June 2008 - April 2009
BEA Systems, Inc. February 2006 - December 2006
Fuego, Inc June 2001 - February 2006
Genesis Business Solutions January 1997 - May 2001
Worldcom 1997 - 2001
Skills
Enterprise Architecture, Strategy, Solution Architecture, Business Process..., SOA, Business Intelligence, Cloud Computing, Cross-functional Team..., Vendor Management, PMO, Road Map, SaaS, IT Strategy, Integration, Agile Methodologies, Business Process Design, Enterprise Software, Business Process, Software Development, Data Warehousing, Oracle, Project Management, Management, Software Project..., Leadership, Business Transformation, SDLC, Resource Management, Project Delivery, Business Process..., Global Delivery, Oracle Fusion Middleware, Architecture, Governance, Business Analysis, IT Management, Telecommunications, Analysis, Center of Excellence, Sr. IT Executive..., Consulting, Outsourcing, Requirements Analysis, Information Technology, ITIL, IT Operations, PMP, ERP, Architectures
Education
The University of Texas at Dallas 2004 — 2006
EMBA, Executive Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2006
EMBA With Honors, Strategy, Leadership and Effective Organizations, Financial Mangement, International Business
National Institute of Technology Warangal 1987 — 1991
Bachelor of Technology, Computer Science
Proddatur 1985 — 1987
Nationstar Mortgage May 2013 - Present
Hudson Advisors, LLC October 2011 - March 2013
JPMorgan Chase & Co. March 2010 - October 2011
EMA Softech September 2007 - March 2010
Countrywide Financial Corporation July 2003 - September 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Portfolio Management, Private Equity, Finance, Investments, Corporate Finance, Equities, Capital Markets, Analytics, Asset Management, Due Diligence, Fixed Income, DCF, Bloomberg, Business Valuation, Leadership, Risk Management, Equity Valuation, Financial Structuring, Loans, Investment Banking, Hedge Funds, Equity Research, Structured Finance, Investment Management, Credit, Mergers, Alternative Investments, Securities, Capital IQ, Derivatives, Bloomberg Terminal, Mutual Funds, Mergers & Acquisitions, Microsoft SQL Server, SSIS, Oracle SQL Developer, ASP.NET, PHP, IIS, Microsoft Excel, MS Excel Pivot Tables, Microsoft Access, Visual Basic, C#, Access
Education
DeVry University's Keller Graduate School of Management-Texas 2013 — 2015
Master of Science (MS), Information Systems Management (MIS), 3.98 GPA
The University of Texas at Dallas 2008 — 2010
Master of Science (MS), Finance
The University of Texas at Dallas 2002 — 2007
Bachelor of Science (BS), Business Administration/MIS
Hudson Advisors, LLC January 2011 - Present
Hexagon Securities February 2010 - September 2010
UBS Investment Bank June 2004 - August 2007
UBS Investment Bank July 2002 - June 2004
Credit Suisse October 2000 - June 2002
DLJ February 2000 - October 2000
Standard & Poor's September 1997 - February 2000
Skills
Structured Finance, Loans, Financial Structuring, Finance, Insurance, Mortgage Lending, Banking, Securitization, MBS, Residential Mortgages, Due Diligence, ABS, Sales, Capital Markets, Fixed Income, Portfolio Management, Analysis, Loan Servicing, Securities, Risk Management, Credit Analysis, Investments, Investment Properties, Financial Modeling, Negotiation, Management, Bloomberg, Alternative Investments, Reverse Mortgages, Private Equity, Valuation, Bonds, Structured Products, Equities, Derivatives, Loan Origination, Hedge Funds, Investment Banking, Trading, Real Estate, Credit, Asset Management
Education
Providence College 1995 — 1997
MBA, Finance
Providence College 1991 — 1995
BS, Social Sciences
Comerica Bank August 2015 - Present
Comerica Bank August 2014 - August 2015
Hudson Advisors, LLC September 2013 - May 2014
Raytheon August 2007 - May 2013
Coca Cola 1996 - 2007
JCPenney 1988 - 1993
Skills
Strategic Planning, Team Building, Process Improvement, Proposal Writing, Budgets, Management, Customer Service, Operations Management, Microsoft Office, New Business Development, Leadership, Project Planning, Logistics, Negotiation, Microsoft Excel, Business Strategy, Team Leadership, Project Management, Product Development, PowerPoint, Change Management, SAP, Sales, Forecasting, Sales Management, Inventory Management, Employee Relations, Business Planning, Supply Chain, Supply Chain Management, Training, Procurement, Coaching, Program Management, Contract Negotiation, Risk Management, Cross-functional Team..., Retail, Microsoft Word, Human Resources, Vendor Management, Business Development, Account Management, Six Sigma, Earned Value Management, Analysis, Purchasing, Strategy, Security Clearance, Government Contracting
Education
Eastfield College 2010 — 2012
Associates Degree, Management
Hudson Advisors, LLC January 2015 - Present
Hudson Advisors, LLC March 2014 - December 2014
Caliber Home Loans November 2013 - March 2014
Caliber Home Loans f/k/a Vericrest Financial, Inc. January 2013 - November 2013
Vericrest Financial, Inc. May 2012 - January 2013
MetLife Home Loans May 2011 - April 2012
MetLife Home Loans November 2010 - May 2011
MetLife Home Loans June 2010 - November 2010
Skills
Microsoft Office, Data Analysis, Analytics, Mortgage Servicing, SQL, Mortgage Banking, Loan Servicing, Business Process..., Financial Analysis, Customer Experience, Financial Modeling, Loans, Credit, Microsoft Excel
Education
University of North Texas 2011 — 2014
MBA, Master of Business Administration
Oklahoma State University 2005 — 2009
BA, 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
Hudson Advisors, LLC October 2013 - Present
Fannie Mae October 2009 - October 2013
Louisiana State University Student Government April 2008 - April 2009
Skills
Mortgage Lending, Asset Management, Financial Modeling, Process Improvement, Strategic Planning, Accounting, Financial Analysis, Risk Management, Microsoft Excel, Portfolio Management, Due Diligence, Credit, Loans
Education
The University of Texas at Arlington 2012 — 2013
Master's degree, Real Estate
The University of Texas at Arlington 2010 — 2012
Master of Business Administration (M.B.A.)
Louisiana State University 2005 — 2009
Bachelor of Science (BS), Finance, General
BBVA Compass February 2015 - Present
Hudson Advisors, LLC November 2013 - July 2014
CoreLogic October 2011 - November 2013
IBC Bank August 2010 - May 2011
Bank of Oklahoma February 2010 - July 2010
Skills
Financial Analysis, Financial Modeling, Finance, Asset Management, Credit, Loans, Microsoft Excel, Market Analysis, Valuation, Credit Analysis, Due Diligence, Loan Modification, Loan Structuring, Commercial Lending, Real Estate Economics, Real Estate, Portfolio Management, Budgets, Negotiation, Investment Properties, Strategy, Loan Modifications, Bloomberg, Equities, Mergers, Mergers & Acquisitions, Risk Management
Education
Nova Southeastern University 2007 — 2009
Master of Business Administration (MBA), Finance
Florida State University 2002 — 2006
Bachelors, Political Science and Social Science
J&M ASSOCIATES, CPAs PLLC July 2013 - Present
Unlimited Financial Services LLC September 2009 - February 2015
Hudson Advisors, LLC November 2008 - September 2009
SAC Capital Advisors September 2007 - November 2008
BlackRock April 2004 - August 2007
Ambac Assurance Corporation April 2003 - April 2004
Deloitte & Touche LLP October 1995 - April 2003
Skills
Fixed Income, Portfolio Management, Valuation, Strategic Financial..., Structured Finance, Due Diligence, Capital Markets, Alternative Investments, Risk Management, Finance, Accounting, Investment Management, Asset Management, Investment Strategies, Financial Services, Hedge Funds, Financial Modeling, Asset Allocation, Financial Structuring, Securities, Equities, Financial Planning, Tax Preparation, Small Business..., Partnership Taxation, Budget Preparation, Tax, Corporate Finance, Private Equity, Personal Finance, Estate Planning, Insurance Planning, Employee Benefits, Retirement Planning, College Savings Plans, Annuities, Disability Insurance, Investment Advisory, Long Term Care, Wealth Management, Cash Flow Forecasting, Retirement, IRA's, Financial Analysis, Retirement Income..., Wealth Accumulation, 401k, Wealth, Pensions, Investments
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
MS
New York University 1992 — 1997
BA
St. Benedict's Prep 1986 — 1992
HS Diploma
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC February 2014 - July 2015
Houlihan Lokey January 2013 - January 2014
Milestone Advisors June 2010 - December 2012
American Capital August 2007 - June 2010
PricewaterhouseCoopers August 2006 - August 2007
Skills
Valuation, DCF, Financial Analysis, Investment Banking, Mergers, Financial Modeling, Corporate Finance, Accounting, Excel, Due Diligence, Private Equity, Finance, Asset Management, Financial Services, Mortgage Banking, Risk Management, Analysis, Forecasting
Education
Georgetown University 2002 — 2006
BS, Finance, Accounting
Del Frisco's Restaurant Group April 2008 - Present
Hudson Advisors, LLC January 2007 - April 2008
Yum! Brands June 1998 - January 2007
Skills
Budgets, Strategic Planning, Leases, Investment Properties, Franchising, Real Estate, Location Intelligence, Hospitality, Property Management, Contract Negotiation, Corporate Real Estate, Due Diligence, Real Estate Development, Lease Negotiations, Management, Lease Administration, Team Building, Restaurants, Real Estate Transactions, Disposition, Asset Management, Valuation, Financial Modeling, P&L, Income Statement, Commercial Real Estate, Real Estate Economics, Leadership, Negotiation, Customer Service, Corporate Finance
Education
Southern Methodist University
B.A., Psychology
Southern Methodist University - Cox School of Business
MBA
Hudson Advisors, LLC July 2009 - Present
Lone Star Funds July 2009 - July 2011
Lehman Brothers June 2008 - August 2008
Colgate Palmolive India Limited September 2001 - August 2005
Arthur Andersen India Limited February 2000 - August 2001
Skills
Private Equity, Accounting, Alternative Investments, Funding, Due Diligence, Portfolio Management, Financial Analysis, Finance, Asset Management, Financial Modeling, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance
American Institute of Certified Public Accountants 2006 — 2006
CPA
Institute of Chartered Accountants of India 1996 — 1999
CA
University of Mumbai 1995 — 1998
BCom, Accounting
Fiera Capital Corporation March 2013 - Present
Hudson Advisors, LLC April 2012 - November 2012
CLD Marguerite-D'Youville April 2011 - September 2011
National Bank of Canada April 2010 - August 2010
Développement économique Longueuil April 2009 - September 2009
Education
Université de Sherbrooke 2011 — 2012
M.Sc, Finance
Université de Montréal - HEC Montréal 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Citadel Investment Group August 2010 - Present
Hudson Advisors, LLC October 2009 - September 2010
Collin Bank 2006 - 2009
Skills
Asset Managment, Hedge Funds, Administrative..., Outlook, Microsoft Excel, Due Diligence, Calendaring, Microsoft Office, Executive Support, Human Resources, Recruiting, PowerPoint
Education
Sam Houston State University 1996 — 1997
English
Havas Worldwide May 2015 - Present
Epiq Systems June 2014 - March 2015
Epiq Systems January 2011 - June 2014
Credit Suisse June 2010 - October 2010
Hudson Advisors, LLC October 2009 - May 2010
Barclays Capital May 2009 - September 2009
JBCStyle July 2008 - November 2008
University Directories May 2007 - August 2007
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Management, Time Management, Strategy, Microsoft Office, Interviews, Onboarding, PowerPoint, Microsoft Excel, Human Resources, Hiring, Program Management, Employee Relations, Process Improvement, Employee Benefits, Benefits Administration, ADP Payroll
Education
Binghamton University 2004 — 2008
BA, Psychology
Hudson Advisors, LLC December 2014 - Present
Hudson Advisors, LLC August 2013 - November 2014
Prudential Mortgage Capital Company June 2010 - August 2013
Haas School of Business September 2009 - May 2010
Kappa Alpha Order November 2007 - November 2008
TeleParent Educational Systems December 2005 - October 2006
Skills
Excel VBA, Intex, Argus, Microsoft Excel, Microsoft Word, Financial Modeling, Market Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelors of Science, Business Administration
Chartered Financial Analyst Institute
CFA Level 2 Candidate
Maastricht University
Exchange Student, Finance and Marketing
AT&T August 2013 - Present
William Davis Realty February 2013 - Present
AT&T Mobility January 2011 - August 2013
The Michael Group December 2005 - December 2007
Hudson Advisors, LLC January 2003 - April 2005
Skills
Microsoft Office, Strategic Planning, Telecommunications, Wireless, Contract Negotiation, Sales, Customer Satisfaction, Routing, SS7, Network Administration, LTE, Provisioning, Troubleshooting, Customer Service, Leadership
Education
DeVry University
Bachelor of Science, Network & Communications Management
Illinois Central College
Associates in Applied Science, Paralegal Studies
Panduit November 2013 - Present
Eaton Corporation January 2013 - November 2013
Cooper Industries February 2012 - January 2013
Hudson Advisors, LLC March 2011 - February 2012
Ernst & Young January 2009 - March 2011
Louisiana State University Board January 2007 - December 2008
Ernst & Young June 2008 - August 2008
Protiviti, Inc June 2007 - August 2007
Self-Employed Lawn Care Service August 2001 - December 2006
Jewel Pace Law Corporation June 2005 - May 2006
Skills
Financial Risk, Accounts Payable, Account Reconciliation, Auditing, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act
Education
Louisiana State University 2004 — 2008
BS, Finance
Louisiana State University 2004 — 2008
Bachelor of Science (B.S.), Finance; LSU CIA
CP Homes December 2014 - Present
James Hardie Building Products March 2014 - December 2014
ACS Securities Services, Inc., A Xerox Company April 2013 - September 2013
Hudson Advisors, LLC October 2009 - March 2013
Skills
Accounting, Budgets, Finance, Financial Modeling, Private Equity, Valuation
Education
Richland College
Associate of Science (AS), Business Administration
Richland College
Certificate in Electronic Commerce Business Specialist
Texas A&M Commerce
Bachelor of Applied Science (B.A.Sc.), Business/Commerce, General
The Depository Trust & Clearing Corporation July 2014 - Present
Hudson Advisors, LLC August 2013 - July 2014
JPMorgan Chase June 2006 - August 2013
Franciscan Missionaries of Our Lady Health System September 2005 - June 2006
JPMorgan Chase May 2005 - August 2005
Skills
Risk Management, Risk and Control..., Process Analysis &..., Project Management, Strategic Planning, Collaborative Problem..., Teamwork, Team Mentoring, Team Leadership, Global Regulatory..., Auditing, Sarbanes-Oxley Act, Business Process..., Internal Audit, Market Risk, OFAC, AML, USA PATRIOT Act
Education
Louisiana State University 2002 — 2006
B.S. in Accounting, Accounting, Internal Audit
Hudson Advisors January 2015 - Present
Rebuilding Together Greater Dallas March 2012 - Present
Hudson Advisors, LLC April 2003 - June 2008
Various Fortune 500 Companies in Dallas area August 1997 - March 2003
Bank One July 1987 - August 1993
Bank One 1987 - 1993
Skills
Team Building, Process Improvement, Change Management, Business Analysis, Consulting, Team Leadership, Financial Analysis, Risk Management, Project Management, Financial Reporting, Mergers & Acquisitions, Accounting
Education
Southern Methodist University
Master Negotiation I (2014)
Southwest Texas State 1985 — 1987
BBA, Accounting
Dallas County Community College 1983 — 1985
BBA, Accounting
Vinson and Elkins October 2012 - Present
Hudson Advisors, LLC July 2014 - August 2015
Skills
Corporate Law, Private Equity
Education
Harvard Law School 2009 — 2012
J.D. magna cum laude, Law
University of Mississippi 2005 — 2009
Bachelor, Accounting
Hudson Advisors, LLC January 2014 - July 2014
Blue River Partners, LLC February 2013 - January 2014
Capview Partners September 2012 - February 2013
KPMG US January 2012 - March 2012
Mills & Kemble LLC, Versitack LLC, Rocketlok LLC April 2009 - December 2011
Haynes and Boone, LLP June 2008 - August 2008
Skills
Microsoft Excel, Accounting, Sales, Financial Analysis, Financial Accounting, Teamwork, Business Analysis, Financial Modeling, Valuation, Financial Reporting, Account Management, QuickBooks, Bloomberg, Investments, Private Equity, Portfolio Management, Analysis, Auditing, Hedge Funds, Due Diligence, Financial Statements, Asset Management, Finance, Management, Equities
Education
Southern Methodist University 2012 — 2013
Master of Science in Accounting, Accounting and Finance
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
AT&T July 2011 - Present
Hudson Advisors, LLC June 2014 - January 2015
Axxys Technologies January 2014 - April 2014
Skills
Wireless, VoIP, Troubleshooting, Telecommunications, Switches, Networking, Negotiation, IP, Wireless Networking, Telephony, Routers, Ethernet, LAN-WAN, WAN, VPN, Customer Service
Education
Richland College 2013 — 2015
Texarkana College 2008 — 2009
Hudson Advisors, LLC September 2014 - Present
Holyrood Partnership May 2014 - May 2014
SurGE Magazine, Edinburgh Napier University January 2014 - May 2014
Reinvention Salon May 2013 - September 2013
Oklahoma State University Foundation May 2012 - May 2013
Stillwater High School Football May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, Strategic Planning, Negotiation, Editing, InDesign
Education
Edinburgh Napier University 2013 — 2014
Master of Arts (MA), Journalism
Oklahoma State University 2009 — 2013
Bachelor of Science (BS), Sports Media
Range Resources December 2014 - Present
Hudson Advisors, LLC November 2013 - October 2014
Miraca Life Sciences May 2012 - November 2013
Silverleaf Resorts March 1999 - October 2011
Firstplus Financial January 1998 - February 1999
Moore Landrey Law Firm May 1992 - December 1997
Skills
Financial Analysis, Accounting, Finance, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Variance Analysis, Cash Flow Forecasting, Budgets, Process Improvement, Microsoft Excel, Forecasting, Financial Modeling, General Ledger, Auditing, Oracle Discoverer, Internal Controls, Mergers & Acquisitions, VBA, Private Equity, SEC filings, Accounts Payable, Cost Accounting, Access, Strategic Financial..., SQL, Oracle, SQL Server Management..., Process Automation, Revenue Analysis, Business Analysis, Project Management, Data Analytics
Education
Lamar University 1988 — 1992
BBA, Accounting
Beaumont Christian High 1984 — 1988
Hudson Advisors, LLC September 2014 - Present
PwC January 2013 - September 2014
Grant Thornton LLP August 2010 - January 2013
Schulte Roth & Zabel LLP August 2007 - June 2009
Education
Bentley University 2009 — 2010
Master's degree, Accounting
The George Washington University 2004 — 2007
Doctor of Law (J.D.)
Texas A&M University 2000 — 2004
Bachelor of Science (B.S.), Animal Sciences, Magna cum Laude
Addison Group November 2012 - Present
Hudson Advisors, LLC August 2011 - August 2012
Pillar Hotels and Resorts (formerly Archon Hospitality) August 2009 - January 2011
Archon Group October 2003 - August 2009
Alcatel USA October 2000 - October 2003
NetSales July 1999 - September 2000
Skills
Account Reconciliation, Financial Statements, Income Statement, Consolidation, Balance Sheet, Journal Entries, Report Writing, Distribution Strategies, Variance Explanations, Audit Reports, Financial Analysis, Accounting, Financial Reporting, Recruiting
Education
Southern Methodist University 2010 — 2011
Master of Science (M.S.), Entrepreneurship
Kansas State University 1994 — 1999
Bachelor of Business Administration (BBA), Accounting
Peridiem Global Investors, LLC May 2014 - Present
Bank SNB April 2013 - April 2013
Hudson Advisors, LLC March 2011 - November 2011
Highland Capital Management June 2007 - September 2010
ORIX USA Corporation 2005 - 2007
Beal Bank 2004 - 2005
Skills
Portfolio Management, Leveraged Finance, Fixed Income, Valuation, Relative Value, Discounted Cash Flow, Distressed Debt, Workout, Collateralized Loan..., Restructuring, Investment Properties
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2000 — 2003
BBA, Finance
Stratford High School - Houston
Enjoying Life! October 2012 - Present
Health Care Compliance Association April 2012 - October 2012
Hudson Advisors, LLC September 2011 - March 2012
Assurance Consulting 3, LLC February 2005 - August 2010
Skills
Process Improvement, Financial Analysis, Forecasting, Business Process..., Internal Controls, Budgets, Financial Reporting, Project Management, Mergers, Auditing, Managerial Finance, Analysis, Financial Modeling, Internal Audit, Strategic Planning, Start-ups, Accounting, Change Management, Public Speaking
Education
Luther College 1967 — 1971
Bachelor of Arts (B.A.), Accounting & Economics
Hudson Advisors, LLC August 2013 - Present
Samsung Telecommunications America January 2011 - August 2013
GRUMA 2007 - 2011
The Accounting Group 2004 - 2007
Skills
ADP Payroll, Human Resources, Training, Recruiting, Process Improvement, General Ledger, Personnel Management, Analysis, Accounting, New Hire Orientations, QuickBooks, Ceridian, Tax, SAP, Microsoft Excel, Conflict Management, Consulting, Wage, 401k, Troubleshooting, Liaison, Strategic Communications, Employment-based..., Advanced Excel, ADP Reporting, Labor Cost, Ceridan, Employee Relations, HR Software, Benefits Administration
Education
Colorado State University
Master's Degree, Organizational Leadership- HR Management
Walden University
Bachelors of Science, Business Administration and Management, General
Hudson Advisors, LLC September 2011 - Present
Genesis10 November 2010 - September 2011
Reliant Hospital Partners, LLC August 2010 - October 2010
Del Frisco's Restaurant Group, LLC March 2010 - August 2010
Hudson Americas October 2009 - August 2010
Boy Scouts of America April 2006 - March 2009
Boy Scouts of America February 2000 - April 2006
Oracle Corporation June 1998 - February 2000
Associated Milk Producers March 1997 - June 1998
Tenneco February 1996 - March 1997
Skills
Cloud Computing, Mobile Applications, QlikView, Business Intelligence, Vendor Management, IT Management, IT Strategy, ITIL, Business Analysis, ERP, Business Process, Disaster Recovery, Business Process..., Integration, Strategy, Program Management, Team Building, SDLC, Project Portfolio..., Software Project..., Project Management, SaaS, PMP, Management, Strategic Planning, Cross-functional Team..., Software Development, Leadership, Information Technology, Change Management, Enterprise Architecture, IT Service Management, SharePoint, Databases, Team Leadership, CRM, E-commerce, Enterprise Software, Oracle, Outsourcing, Pre-sales, Governance, Microsoft SQL Server, Consulting, IT Operations, Requirements Analysis, Professional Services, Data Center
Education
Oklahoma State University 1988 — 1990
Masters, Computer Science
Oklahoma Christian University 1976 — 1981
BS, Mathematics
Hudson Advisors, LLC October 2011 - Present
Integra Realty Resources July 2009 - October 2011
Texas Tech University August 2008 - May 2009
Texas Tech University August 2007 - May 2009
Skills
Valuation, Microsoft Excel, Credit Analysis, Credit, Finance, Real Estate, Management, Underwriting, Market Research, Sales, Financial Modeling, Appraisals, Financial Analysis, Real Estate Financing, Commercial Mortgages, Commercial Real Estate, Investment Properties
Education
Texas Tech University 2005 — 2009
Finance, Real Estate
Universidad del Mayab 2007 — 2007
Study Abroad
Hudson Advisors, LLC February 2014 - Present
Apollo Global Management LLC April 2012 - February 2014
Further Lane Securities August 2010 - April 2012
Skills
Series 7, Series 63, Bloomberg, Hedge Funds, Alternative Investments, Asset Management, Capital Markets, Credit, Derivatives, Equities, Fixed Income, Securities, Valuation, Bonds, Financial Modeling, Financial Analysis
Education
Hofstra University 2007 — 2010
Masters of Business Administration, Finance
State University of New York at Buffalo 2003 — 2007
Bachelor of Science
Fairway Independent Mortgage Corporation May 2015 - Present
Hudson Advisors, LLC March 2015 - May 2015
Bank of America April 2014 - December 2014
Texas Instruments, Inc. August 2012 - March 2014
Bank of America January 2011 - July 2012
Hudson Advisors, LLC August 2009 - January 2011
Scenario Software Systems, Inc. January 2000 - May 2010
McAfee Global Online Services July 2009 - August 2009
Texas Instruments August 2005 - January 2009
Verizon August 2004 - August 2005
Skills
Documentation, Instructional Design, Requirements Analysis, Manuals, Business Process, Curriculum Design, Document Design, Writing, SharePoint, Online Help, SnagIt, Microsoft Office, Word, Technical Writing, Microsoft Word, Software Documentation, Copy Editing, Business Process..., HTML, FrameMaker, Information Design, MS Project, Visio, Software Development, Management, Business Analysis, Project Management, Training, Process Improvement, RoboHelp, Proposal Writing, Analysis, Leadership, Technical Documentation
Education
University of Illinois at Urbana-Champaign 1976 — 1982
Ph.D., English
California State University-East Bay 1972 — 1976
M.A., English
Northern Illinois University 1969 — 1972
B.A., English and Art History
Lone Star Funds January 2015 - Present
Hudson Advisors, LLC June 2011 - December 2014
Foster Street February 2010 - May 2011
Eastdil Secured 2002 - 2007
Jones Lang LaSalle 2000 - 2002
Realogic Analytics 1999 - 2000
Skills
Real Estate Economics, Valuation, Disposition, Due Diligence, Financial Modeling, Asset Managment, Real Estate, Private Equity, Investments, Financial Analysis, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance and Real Estate
Indiana University Bloomington 1994 — 1998
BS, Finance and Real Estate
Hudson Advisors, LLC January 2014 - Present
Hudson Advisors, LLC January 2013 - December 2013
Hudson Advisors, LLC April 2011 - December 2012
Hudson Advisors, LLC March 2010 - March 2011
KPMG Advisory May 2009 - July 2009
Premier Auto June 2007 - August 2008
Premier Auto May 2007 - June 2007
Skills
Loans, Portfolio Management, Collateral Systems, Mortgage Lending, Financial Modeling, Financial Risk, Cash Flow, Valuation, Finance, Trading, Analysis, Residential Mortgages, Private Equity, Securitization, Capital Markets, Financial Structuring, Corporate Finance, Structured Finance, Fixed Income, Due Diligence, Banking, Securities, Asset Management, Investments, Financial Analysis, Alternative Investments, Credit Analysis, Credit, Business Valuation, Funding, MBS, Credit Risk, Acquisitions, Structured Products, ABS
Education
University of Oklahoma - Price College of Business 2008 — 2009
MBA, Finance and Risk Management
New York University - Leonard N. Stern School of Business 2009 — 2009
Finance
Oklahoma State University 2003 — 2007
Bachelors of Science in Business Administration, Economics
Hudson Advisors, LLC July 2012 - Present
Hudson Advisors, LLC April 2011 - June 2012
PricewaterhouseCoopers July 2009 - August 2010
Swank Capital LLC June 2008 - September 2009
Citigroup 2007 - 2007
Tata Steel January 2003 - August 2006
Tata Steel July 2000 - December 2002
Skills
Valuation, Financial Modeling, Business Strategy, Investments, Supply Chain Management, Financial Analysis, Financial Reporting, Process Engineering, Six Sigma, Business Valuation, Corporate Finance, Private Equity, Process Improvement, Business Planning, Excel, Change Management, Management Consulting, Operations Management, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Accounting
The College of William and Mary - The Mason School of Business 2006 — 2008
MBA, Finance & Operations
Birla Institute of Technology 1995 — 1999
Bachelor, Engineering; Mechanical Engineering
PRATT INSTITUTE September 2014 - Present
Hudson Advisors, LLC October 2011 - September 2014
Affinion Group December 2008 - October 2011
The Winter Group December 2005 - September 2008
Morgan Stanley 2001 - 2003
Skills
Financial Modeling, Valuation, Finance, Loans, Due Diligence, Asset Management, Private Equity, Capital Markets, Fixed Income, Corporate Finance, Hedge Funds, Financial Analysis
Education
Pratt Institute 2014 — 2017
Master's Degree, Interior Design
Providence College 1998 — 2002
BS, Finance
Richmond, The American International University in London 2001 — 2001
Hitachi Consulting March 2007 - April 2015
Hudson Advisors LLC June 2002 - February 2007
Arther Andersen LLP June 2000 - May 2002
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA - Accounting
AT&T September 2014 - Present
Hudson Advisors, LLC April 2013 - August 2013
CSG Investments (Beal Bank) December 2008 - April 2013
ORIX USA - Leveraged Finance Group January 2007 - November 2008
ORIX USA - Specialty Finance Group January 2006 - January 2007
BSB Capital (Beal Bank) December 2004 - December 2005
Credit Suisse First Boston (DLJ) 1998 - 2004
Skills
Valuation, Loans, Financial Modeling, Credit, Credit Analysis, Debt, Legal Documents, DIP Financing, Distressed Debt, Due Diligence, Leveraged Finance, Commercial Banking, Fixed Income, Life Settlements, Loan Origination, Business Development, portfolio monitoring, Financial Structuring, Financial Market..., Revolving Lines of...
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
The University of New Mexico
Hudson Advisors, LLC January 2009 - Present
Centex Corporation June 2002 - November 2008
Education
Baylor University 1969 — 1972
Thomas A. Stockdell, Independent Contractor October 2008 - Present
UCI-FRAM Group May 2012 - March 2013
Hudson Advisors, LLC November 2007 - October 2008
PrimeSource Building Products June 2007 - October 2007
Dresser, Inc. July 2006 - May 2007
Raytheon June 2004 - July 2006
Cost Recovery Consultants November 2002 - May 2004
Broadlane October 2001 - October 2002
F.R.E.E., Inc. (Financial Recovery of Extra Expense) June 1998 - September 2001
Abtex Beverage Corporation May 1983 - May 1998
Skills
Auditing, Internal Controls, Internal Audit, Sarbanes-Oxley Act, Accounting, Analysis, Finance, Accounts Payable, Management, Business Process, Training, IT Audit, Software Documentation, Financial Audits, Financial Statements, Sales, Financial Reporting, GAAP, Interviews, US GAAP, Sarbanes-Oxley, SEC filings, General Ledger, Variance Analysis
Education
Harding University 1973 — 1977
Bachelor of Science (BS), Accounting
Hudson Advisors, LLC March 2010 - Present
Santander Consumer USA May 2006 - July 2010
Homecomings Financial 2003 - 2006
Skills
Financial Modeling, Leadership, Management, Portfolio Management, Business Analysis, Credit Risk, Risk Management, Valuation, Analytics, Mortgage Servicing, Securitization, Vendor Management, Analysis, Financial Analysis, Credit, Loss Mitigation, Loans, Loan Servicing, Visio, Project Management
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA
The University of Texas at Austin
L&M PeopleWorks, LLC January 2014 - Present
Hudson Advisors, LLC May 2011 - September 2012
Hudson Advisors October 2008 - May 2011
GMAC ResCap April 2001 - October 2008
Coca-Cola Enterprises 1997 - 2001
Coca Cola Bottling Company of North Texas 1997 - 2001
Industrial Research Institute 1995 - 1997
Skills
Talent Management, Employee Relations, Human Resources, Organizational..., Succession Planning, HRIS, Organizational..., Personnel Management, Talent Acquisition, Workforce Planning, Recruiting, Vendor Management, Change Management, Benefits Administration, Onboarding, Performance Management, Leadership Development, Employee Engagement, PeopleSoft, Deferred Compensation, Employee Benefits, Organizational Design, Employment Law, HR Consulting, New Hire Orientations, Interviews, Compensation & Benefit, HR Policies, Employee Training, Mergers, Consulting, Applicant Tracking..., Hiring, Leadership, Restructuring, Executive Pay, Executive Search, Process Improvement, College Recruiting, Conflict Resolution, Executive Management, Policy, Technical Recruiting, Mortgage Servicing, Financial Services, ADP Payroll, Acquisition Integration, Legal Compliance, Employee Handbooks, Mergers & Acquisitions
Education
The University of Dallas 1998 — 2003
MBA, Human Resources
Sewanee-The University of the South 1991 — 1995
B.A., American Studies
Hudson Advisors, LLC June 2013 - Present
Lodgian August 2010 - May 2013
Hospitality Real Estate Counselors July 2006 - August 2010
Resorts Atlantic CIty April 2005 - June 2006
Bally's Atlantic City August 2003 - April 2005
Education
Cornell University 1997 — 2001
School of Hotel Administration
Harley-Davidson Financial Services January 2015 - Present
Federal Home Loan Bank of Dallas August 2014 - November 2014
Hudson Advisors, LLC January 2014 - July 2014
Bank of America September 2013 - December 2013
REDC Default Solutions 2012 - 2013
Verizon Business May 2011 - June 2012
RamQuest Software, Inc. March 2011 - May 2011
Concentra July 2010 - January 2011
Exigen Mortgage Asset Management June 2009 - July 2010
Dr. Pepper Snapple Group October 2008 - January 2009
Education
University of Minnesota-Twin Cities 1985 — 1988
Management Information Systems
Salt Lake Community College 1983 — 1985
Associates, Data Processing
Hudson Advisors, LLC May 2014 - Present
Hudson Advisors, LLC July 2008 - Present
Hudson Advisors July 2008 - Present
Hudson-Advisors July 2008 - June 2009
Summit Transportation June 2006 - June 2008
Jackson Hewitt Tax Services December 2006 - April 2007
DaimlerChrysler March 2003 - June 2006
CNA Insurance September 2002 - February 2003
Comdata June 1999 - September 2002
Skills
Accounting, Account Reconciliation, Accounts Payable, General Ledger, Payroll, Accounts Receivable, Auditing, Invoicing, Financial Statements, Journal Entries, Tax, Analysis, Software Documentation, Corporate Finance, Financial Reporting, Financial Analysis
Education
Keller Graduate School of Management of DeVry University
Masters, Business Administration
Tennessee State University
BBA, Accounting
Argosy University Dallas
Hume Fogg High School
Hudson Advisors, LLC June 2015 - Present
CW Capital Asset Management LLC September 2014 - June 2015
Georgetown University September 2013 - May 2014
Housing Partnership Equity Trust June 2013 - August 2013
Genpact September 2008 - August 2012
WAMU Capital Corp March 2006 - February 2008
McKee Nelson LLP May 2001 - March 2006
Sidley Austin LLP June 2000 - May 2001
Skills
Due Diligence, Capital Markets, Finance, Securities, Loans, Financial Structuring, Analysis, Structured Finance, Corporate Finance, CRM, Mortgage Lending, MBS, Banking, Asset Management, Fixed Income, Argus Modeling, Financial Modeling, Securitization, Hiring Personnel, Real Estate
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
Bachelor of Science
Fidelity Investments May 2015 - Present
ARRIS November 2014 - May 2015
Hudson Advisors, LLC August 2014 - October 2014
The Financial Information System for California (FI$Cal) April 2014 - June 2014
Printpack February 2014 - April 2014
SunTrust Bank February 2013 - August 2013
Skills
Business Analysis, Banking, SQL, Visio, SDLC, Requirements Analysis, Vendor Management, Requirements Gathering, Software Documentation, Software Project..., User Acceptance Testing, Integration, Access, Business Intelligence, IT Management, Business Process, IT Strategy, ITIL, Process Improvement, Business Process..., Program Management, Project Management, Analysis, Data Analysis, Financial Reporting, Essbase, Hyperion Planning
Education
La Salle University 2009 — 2011
M.S., Info-Tech Leadership
La Salle University 2002 — 2005
B.S., Integrated Science, Buisness and Technology (ISBT)
The Reynolds Collection, LLC June 2012 - Present
Macys.com August 2010 - June 2011
Hudson Advisors, LLC September 2009 - October 2010
Merrill Lynch June 2008 - August 2008
Macy's May 2006 - July 2007
Macy's January 2005 - July 2007
Macy's January 2005 - May 2006
Federated Department Stores July 2003 - January 2005
Skills
Finance, Financial Analysis, Portfolio Management, Cash Management, Financial Modeling, Management, Valuation, Business Strategy, Corporate Finance, Strategy, Investment Banking, Due Diligence, Mergers & Acquisitions, Competitive Analysis
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
Georgetown University - The McDonough School of Business 1999 — 2003
BS
Hudson Advisors, LLC September 2015 - Present
Centurion American Development Group, Inc. January 2012 - July 2015
McGladrey 2010 - 2012
Ernst & Young January 2007 - August 2010
McGladrey 2005 - 2007
Skills
Excel, Lacerte, GoSystems, ProSystems, BRIX, BRIX Accounting Software, Real Estate Taxation, Partnership Taxation, Hedge Funds, ProSystem fx Tax, Property Tax, Microsoft Excel, Corporate Tax, CPA, Finance, Financial Accounting, Tax, Tax Accounting, Accounting, Financial Analysis, Financial Reporting, GAAP, Income Tax, Internal Controls, US GAAP, Auditing
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Accounting Degree & Real Estate Degree
Baylor University
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC July 2014 - Present
Hudson Advisors, LLC July 2012 - July 2014
Hudson Advisors, LLC September 1999 - July 2012
Whittman-Hart 1997 - 1999
TDS January 1996 - July 1997
Skills
ITIL, MS Project, MS Office Suite, Finance, Financial Modeling, Business Process, Business Analysis, Vendor Management, Financial Services, Process Improvement, IT Service Management, Financial Analysis, IT Management, PMP, Cross-functional Team..., Change Management, Team Leadership, SDLC, ERP, Management, Project Management, Microsoft Office, Budgets, Visio, Business Intelligence, Business Process..., Program Management, Requirements Analysis, SharePoint, IT Strategy, Disaster Recovery, Project Planning, Data Center, Leadership, Software Project..., IT Operations, Business Development, Integration, Strategy, CRM, Project Delivery, Consulting, Governance, Analysis, Outsourcing, Enterprise Architecture, Management Consulting, Risk Management, Enterprise Software, Strategic Planning
Education
The University of Texas at Dallas - School of Management 2009 — 2011
Master of Business Administration (MBA), 4.0
The University of Texas at Dallas - School of Management 2009 — 2011
Master's degree, Finance, 4.0
The University of Texas at Dallas - School of Management 2007 — 2009
Bachelor of Science (BS), Finance, 4.0
Luther College 1991 — 1994
Psychobiology
Hudson Advisors, LLC December 2014 - Present
Skills
Finance, Loans, Commercial Real Estate, Structured Finance, Financial Reporting, Analysis, Underwriting, Accounting, Commercial Mortgages, Acquisitions, Financial Modeling, Due Diligence, Real Estate Economics
Education
DePaul University
Bachelor in Science, Double major in both Finance & Real Estate Investment
Loyola Academy
Hudson Advisors, LLC April 2012 - Present
Hudson Advisors, LLC August 2008 - March 2012
KPMG 2007 - 2008
Skills
Sarbanes-Oxley Act, GAAP, SEC filings, Accounting, Financial Analysis, Financial Reporting, Auditing
Education
Southern Methodist University - Cox School of Business
Master's degree, Accounting
Southern Methodist University - Cox School of Business
MSA, Accounting
Hudson Advisors LLC July 2015 - Present
Hudson Advisors, LLC July 2013 - Present
Hudson Advisors, LLC July 2009 - July 2013
Hudson Advisors November 2004 - July 2009
Education
Southern Methodist University - Cox School of Business
Bachelor's degree, Finance, General
Hudson Advisors, LLC February 2014 - Present
Green Tree Servicing 2013 - 2014
MetLife Home Loans April 2011 - June 2013
Travelocity 2007 - 2011
Fuego 2001 - 2006
Skills
Agile Methodologies, Enterprise Architecture, Product Management, Scrum, Software Development, SOA, SaaS, Enterprise Software, Software Project..., Cloud Computing, Web Services, E-commerce, Java, Architecture, Solution Architecture, Cerfied Professional -..., SharePoint, Disaster Recovery, Architectures, Software Documentation, Program Management, Business Analysis
Education
University of Phoenix 2003 — 2004
MBA, Marketing / Technical Product Marketing
Marshall University 1984 — 1988
BA, Computer Science / Business Info Systems
Magnolia High School
Hudson Advisors, LLC April 2008 - Present
MUNSCH HARDT KOPF & HARR, PC September 2007 - February 2008
WINN, BEAUDRY & WINN, LLP September 2006 - September 2007
OKLAHOMA TAX COMMISSION December 2005 - May 2006
Skills
Tax Law, Tax, International Tax, Mergers, Investments, IRS, Litigation, Real Estate, Appeals, State Tax, Auditing, LLC, Courts, Due Diligence, Corporate Law, Valuation, Bankruptcy, Corporate Finance, Insurance, Estate Planning
Education
Southern Methodist University Dedman School of Law 2006 — 2007
LL.M., Taxation
University of Oklahoma College of Law 2003 — 2006
J.D., Law
Oklahoma State University 1999 — 2003
B.S., Accounting
Hudson Advisors, LLC June 2013 - Present
Hudson Advisors, LLC November 2011 - June 2013
Hunter Roberts Construction Group April 2010 - November 2011
Archstone July 2005 - April 2010
Skanska USA Building Inc. August 1996 - July 2005
Skills
Construction Management, Value Engineering, Pre-construction, Construction, Contract Management, Project Estimation, Green Building, Cost Control, Management, Leadership, Project Bidding, Budgets, LEED, Submittals, Performance Management, LEED AP, Constructability, Contractors, Feasibility Studies, CPM Scheduling, MS Project, Real Estate Development, Contract Negotiation, Subcontracting, Process Scheduler, Change Orders
Education
Adelphi University 2001 — 2005
MBA, Management
Wentworth Institute of Technology 1994 — 1998
BS, Construction Management
Huntington Highschool
Consulting January 2015 - Present
Deloitte June 2013 - December 2014
SBCTC (Washington State Board of Community & Technical Colleges) April 2013 - June 2013
Ciber March 2012 - June 2013
Ciber February 2012 - June 2013
Hudson Advisors, LLC March 2013 - May 2013
Montgomery County February 2012 - April 2013
AVN Consulting Group Inc December 2011 - March 2012
Chicago Public Schools December 2011 - March 2012
Oracle August 2009 - December 2011
Skills
M&A experience, Budgeting, Financial Reporting, Project Turnaround, Capital Budgeting, Planning, Manufacturing, Business Intelligence, Data Warehousing, Project Planning, Budgets, Project Management, Pre-sales, Enterprise Software, Essbase, Hyperion Planning, Consulting, Management, Oracle, SDLC, Strategy, Solution Architecture, Business Process
Education
Florida Atlantic University 2008 — 2009
MBA, Finance, International Business
Sri Venkateswara University 1994 — 1998
B.Tech, Mechanical Engineering
Hudson Advisors, LLC January 2013 - Present
Berkadia December 2010 - December 2012
Capmark December 2008 - December 2010
KeyBank Real Estate Capital January 2008 - November 2008
KeyBank Real Estate Capital February 2007 - December 2007
KeyBank Real Estate Capital April 2006 - February 2007
Orix Capital Markets June 2005 - March 2006
Orix Capital Markets October 2004 - June 2005
Skills
Financial Analysis, Microsoft Excel, Real Estate, Finance, Access
Education
Florida State University 2001 — 2004
Bachelor of Science, Real Estate, Finance
Texas Academy of Mathematics and Science
Hudson Advisors LLC January 2011 - December 2013
Federal Home Loan Bank of Dallas 2005 - 2010
Baker Botts L.L.P. September 2001 - May 2005
Education
Southern Methodist University Dedman School of Law
Juris Doctor
Louisiana Tech University
Bachelor of Science, Management
SMU Law Review Corporate Counsel Symposium
Associate Editor
The Door - A Center of Alternatives May 2014 - Present
Buck's Rock Performing and Creative Arts Camp November 2012 - Present
The Door October 2012 - Present
League Education and Treatment Center March 2013 - May 2014
Hudson Advisors, LLC February 2009 - October 2012
Secondary School for Law January 2011 - June 2012
Agency.com October 2008 - December 2008
Bucks Rock Performing and Creative Arts Camp June 2003 - October 2008
Sesame Workshop September 2006 - September 2008
Great Performances 2007 - 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Research, Problem Solving, PowerPoint, Public Speaking, Writing, Photoshop, Event Management, Social Media Marketing, Advertising, System Administration, Illustrator, Coaching, Marketing Strategy, Access, Non-profits
Education
Long Island University, Brooklyn Campus 2009 — 2011
Ms.ED School Counseling, School Counseling
Deakin University 2000 — 2002
BA, Drama, Psychology
Angelo, Gordon & Co. February 2013 - Present
Residential Loan consulting December 2012 - January 2013
Lone Star Funds October 2009 - October 2012
Vericrest Financial March 2009 - October 2012
Hudson Advisors, LLC June 2008 - September 2009
Bear Stearns 1991 - 2008
Skills
Loans, MBS, Securitization, Mortgage Lending, Loan Origination, Private Equity, Capital Markets, Valuation, Fixed Income, Asset Managment, Equities, Due Diligence, Investments, Financial Modeling, Derivatives, Alternative Investments, CMBS, Hedge Funds, CDO, Leveraged Finance, Funding, Asset Management, Loan Servicing, Residential Mortgages, Portfolio Management, Risk Management, Finance, Executive Management, Loss Mitigation, Credit, Mortgage Servicing
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics and Chemistry
Hudson Advisors, LLC January 2015 - Present
Sidley Austin LLP April 2013 - January 2015
Cadwalader, Wickersham & Taft LLP October 2011 - April 2013
Cadwalader, Wickersham & Taft LLP May 2010 - August 2010
Major League Baseball Properties June 2009 - August 2009
New York Mets May 2007 - August 2007
United States Senate - Office of Charles Schumer May 2006 - August 2006
Skills
Legal Research, Bankruptcy, Investments, Westlaw, Corporate Law, Securities Regulation, Capital Markets, Corporate Finance, Securities, Venture Capital, Structured Finance, Corporate Governance, Litigation, Financial Modeling, Legal Writing, Intellectual Property, Due Diligence, Civil Litigation, Joint Ventures, Mergers & Acquisitions, International Law, Asset Management, Private Equity, Securitization, Hedge Funds, Commercial Litigation, Valuation, Arbitration, Alternative Investments, Leveraged Finance, Securities Offerings, M&A experience, Negotiation, Lexis
Education
Boston College Law School 2008 — 2011
JD
Cornell University 2004 — 2008
BS
Hudson Advisors, LLC May 2011 - Present
Marcus & Millichap August 2010 - January 2011
American University August 2009 - September 2010
Education
American University - Kogod School of Business 2007 — 2011
Bachelor of Science, Finance and Real Estate
Clarion Partners LLC November 2014 - Present
Parmenter Realty Partners March 2013 - November 2014
Hudson Advisors, LLC March 2012 - December 2012
Broadway Partners May 2006 - February 2012
Hines May 1994 - April 2006
First Nationwide Bank April 1992 - March 1994
Finnco Development Corp May 1986 - March 1992
Skills
Asset Management, Investments, Property Management, Commercial Real Estate, Portfolio Management, Strategy, REO, Tenant Representation, Sales, Due Diligence, Asset Managment, Mergers & Acquisitions, Acquisitions, Real Estate, Shopping Centers, Disposition, Leases, Dispositions
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Real Estate
Wesleyan University 1980 — 1984
B.A., English Language and Literature, General
Hudson Advisors, LLC May 2009 - Present
JPMorgan June 2008 - May 2009
Bear Stearns January 2008 - June 2008
Education
Carnegie Mellon University 2003 — 2007
B.S., Information Systems
Emma Willard School 2000 — 2003
College Preparatory
J & R Appraisal Services LLC January 2009 - Present
Hudson Advisors, LLC May 2009 - September 2010
World Savings June 2004 - November 2008
World Savings/Wachovia 2004 - 2008
Appraisal Process Systems 1997 - 2004
Education
Monmouth University 2007 — 2009
MBA, Finance
Seton Hall University 1999 — 2003
BS, Finance and Management Information Systems
Efficient Property Solutions Associate Director- Multifamily Investment SalesHFFApril 2004 - November 2008
Hudson Advisors, LLC August 2001 - March 2004
Fortress Investment Group March 2000 - July 2001
GE Capital August 1999 - April 2000
Skills
Real Estate Economics, Asset Managment, Real Estate, Strategy, Business Development, Valuation, Real Estate Development
Education
Southern Methodist University - Cox School of Business
MBA, Finance/Entrepreneurship
The University of Texas at Austin
BBA, Finance
Claren Financial Services Inc July 2014 - Present
Morningstar July 2010 - July 2014
Hudson Advisors, LLC October 2009 - July 2010
Long Point Asset Management July 2008 - October 2009
RR Donnelley Global Real Estate May 2004 - July 2008
Aegis Mortgage May 2003 - May 2004
PCFS August 1999 - April 2003
Great American Insurance December 1996 - August 1999
Skills
Credit Risk, Financial Risk, Mortgage Lending, Loan Servicing, Portfolio Management, Capital Markets, Management, Asset Management, Residential Mortgages, Mortgage Underwriting, Mortgage Servicing, Leadership, Quantitative Analytics, Quantitative Risk, Quantitative Finance, Qualitative Research, Valuation, Financial Services, Loans, Analysis, Risk Management, Financial Analysis, Credit, Financial Modeling, Investments
Education
Northern Kentucky University 1997 — 2000
MBA, Finance
University of Cincinnati 1997 — 1999
DDE, Economics
University of Kentucky 1991 — 1996
BBA, Finance
University of Kentucky 1991 — 1996
BBA, Economics
Toyota / KForce November 2012 - Present
Microsoft / Conceptual Computing February 2008 - June 2011
Hudson Advisors, LLC May 2006 - February 2008
Valor Telecom May 2003 - May 2006
Lockwood Greene Engineering & Construction May 1994 - October 2003
Skills
Vendor Management, Training, Budgets, Logistics, Business Process..., Data Analysis, Leadership, Contract Negotiation, Software Documentation, Management Consulting, Team Building, Team Management, Strategic Planning
Education
Richland Community College 1993 — 1994
Basics
Massey Business College, Corpus Christi TX 1986 — 1987
Executive Secretarial Certification
Howard Hughes Corporation March 2015 - Present
RealFoundations February 2014 - November 2014
Hudson Advisors, LLC December 2013 - February 2014
Hudson Advisors, LLC June 2013 - December 2013
Trammell Crow Company May 2008 - May 2013
Trammell Crow Company 1985 - 2008
Ernst and Young 1983 - 1985
Skills
Financial Analysis, Financial Reporting, Due Diligence, Accounting, Financial Modeling, Budgets, Sarbanes-Oxley Act, Real Estate, GAAP, Asset Management, Forecasting, Variance Analysis, General Ledger, Valuation, Finance
Education
Oklahoma State University
BS, Accounting
Hudson Advisors, LLC August 2013 - Present
Jones Lang LaSalle July 2010 - August 2013
General Growth Properties March 2010 - July 2010
General Growth Properties May 2007 - March 2010
The Mills Corporation September 2003 - March 2007
Urban Retail Properties 2001 - 2002
The RREEF Funds 1985 - 2000
Skills
Shopping Centers, Corporate Real Estate, Lease Negotiations, Tenant, Real Estate, Leases, Property Management, Location Intelligence, Real Estate Development, Disposition, Contract Negotiation, Real Estate Economics, Lease Administration, Commercial Real Estate, Landlords, Budgets, Retail, Real Estate Transactions, Brokerage, Real Estate Financing, Tenant Representation, Commercial Leasing, Asset Management, Acquisitions, Dispositions, Property, Land Acquisition, Investment Properties, Entitlements
Education
Miami University
BS Business Administration
Neiman Marcus July 2014 - Present
Ernst & Young August 2012 - July 2014
Hudson Advisors, LLC 2009 - August 2012
Ernst & Young 2006 - 2009
Ernst & Young 2005 - 2005
Amerigroup Corporation 2004 - 2004
Skills
Enterprise Risk..., Process Improvement, Internal Controls, Internal Audit, CPA, Compliance, Risk Management, Risk Mitigation, Governance, US GAAP, GAAP, Financial Reporting, Financial Risk
Education
Louisiana State University 2001 — 2006
BS, Accounting
Brinks Inc. August 2011 - Present
Hudson Advisors, LLC November 2009 - August 2011
The Research Foundation of The State University of New York October 2001 - November 2009
University of Phoenix January 2002 - December 2003
EuroRSCG Worldwide October 1999 - October 2001
PC Center Training Institute January 1999 - October 2001
Arthur Andersen Consulting December 1998 - October 1999
Master Design/Victus Limited August 1994 - December 1998
Skills
Oracle E-Business Suite, Oracle Discoverer, Oracle, PL/SQL, Data Warehousing, OBIEE, Databases, Disaster Recovery, Oracle Applications, Database Administration, RMAN, Performance Tuning, Solaris, ERP, SQL, SQL Tuning, ETL, Unix Shell Scripting, Business Intelligence, Database Design, Oracle HR, SQL*Plus, AIX, Unix, Oracle Enterprise..., SDLC, Requirements Analysis, Integration, Enterprise Architecture, Process Improvement, Shell Scripting, Business Analysis, Vendor Management, Visio, Microsoft SQL Server, IT Management, Oracle Database...
Education
Mississippi State University 1990 — 1993
Master's degree
GITAM 1985 — 1989
Bachelor of Engineering (BE)
Hudson Advisors, LLC Director-Distressed Loan PlatformHudson Advisors / Lone Star2009 - Present
Lone Star Funds / Hudson Advisors, LLC 2009 - Present
Morgan Stanley May 1994 - November 2007
Education
Cornell University 1980 — 1984
BS, Engineering
Oak Hill Advisors, L.P. March 2015 - Present
Hudson Advisors, LLC June 2008 - September 2014
Crescent Real Estate April 2002 - October 2007
Crescent Real Estate May 1999 - March 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, Due Diligence, Financial Modeling, Finance
Education
Louisiana Tech University 1995 — 1996
MBA, Management
Louisiana Tech University 1991 — 1995
Bachelor of Science, Accounting
Hudson Advisors, LLC October 2001 - Present
Skills
Financial Analysis, Financial Modeling, Private Equity, Valuation
Education
University of Denver 1996 — 1997
Master, Tax
Southern Methodist University 1992 — 1996
BBA, Accounting
Hudson Advisors, LLC January 2015 - Present
Goldman Sachs September 2011 - January 2015
PricewaterhouseCoopers September 2009 - September 2011
Skills
Valuation, Accounting, Financial Accounting, External Audit, Auditing, US GAAP, Financial Reporting
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2009
MPA, Accounting
National Taiwan Normal University 2009 — 2009
Chinese Language and Literature
Hollyford Consulting June 2014 - Present
FPG Partners May 2013 - May 2014
Hudson Advisors, LLC February 2011 - December 2012
Lone Star Funds / Hudson Advisors September 2009 - February 2011
Morgan Stanley 2004 - 2009
Morgan Stanley August 1998 - July 2003
AIG Trading Group September 1994 - June 1996
The Chase Manhattan Bank 1993 - 1994
The Chase Manhattan Bank 1990 - 1993
The Chase Manhattan Bank 1989 - 1990
Skills
Private Equity, CMBS, Valuation, Securitization, Capital Markets, Financial Modeling, Hedge Funds, Mezzanine, Investment Banking, Corporate Finance, Asset Managment, Capital Raising, High Yield, Due Diligence, Investments, Financial Structuring, Asset Management, Alternative Investments, Portfolio Management, Leveraged Finance, Investor Relations, Mergers & Acquisitions, Acquisitions, Structured Finance, Capital Structure, Emerging Markets, Fixed Income, Funding, Private Placements
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business and Marketing
Hudson Advisors, LLC June 2006 - Present
Various Locations September 2001 - Present
First Financial Bank, N.A. October 2001 - July 2004
First Financial Bank October 2001 - May 2004
Skills
Due Diligence, Microsoft Office, Microsoft Excel, Microsoft Word, Process Improvement, Data Analysis, Data Entry, Account Reconciliation, Performing Arts, Musical Theatre, Singing, Acting
Education
UTA 1995 — 1998
Bachelor of Arts, Broadcast Communication
American Musical and Dramatic Academy 1992 — 1993
Music Theatre
Hudson Advisors, LLC February 2009 - August 2014
Remington Hotels Corporation April 2006 - February 2009
Loomis January 2006 - September 2006
Skills
Outlook, Microsoft Excel, Administrative..., Microsoft Office, Travel Arrangements, Spreadsheets, Microsoft Word
Education
Kent State University 1989 — 1994
Fashion Merchandising with Business Administration Emphasis
Hudson Advisors, LLC June 2015 - Present
RBC Capital Markets November 2014 - June 2015
RBC Capital Markets July 2013 - October 2014
RBC Capital Markets June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Skills
Trading
Education
Cornell University 2009 — 2013
BSc, Applied Economics and Management
Oxford University 2012 — 2012
Philosophy, Politics and Economics
Hudson Advisors, LLC July 2011 - Present
Westport Capital Partners / Oseberg Asset Management LLC November 2008 - June 2011
The Winter Group 2002 - 2008
Beacon Hill Asset Management April 1996 - November 2002
Skills
Securitization, Valuation, Fixed Income, Asset Managment, Capital Markets, Structured Finance
Education
Pace University 1992 — 1995
MBA, Management Informations Systems
University of Maryland College Park 1982 — 1986
BS, Finance, Computer Science
Hudson Advisors, LLC May 2012 - Present
MFR, PC November 2010 - December 2011
Friedkin Companies, Inc. February 2010 - September 2010
Melton & Melton, LLP May 2009 - December 2009
Skills
Tax, CPA, Financial Reporting, Accounting, Financial Accounting, Internal Controls, General Ledger, Financial Analysis, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounts Payable, QuickBooks, GAAP, SEC filings, SEC Filings
Education
Grand Valley State University 2008 — 2009
MSA, Accounting
Grand Valley State University 2002 — 2007
BBA, Accounting + Finance
Hudson Advisors, LLC January 2014 - Present
PTS, Inc. January 2013 - December 2013
Private Fund Development and Consulting Services October 2010 - 2013
FISCO Capital Holdings, Inc. and affiliate funds October 2004 - 2010
Morgan Keegan & Company, Inc./Regions Financial Corporation 2000 - 2004
Citi September 1998 - 2000
NCNB aka Nationsbank kna Bank of America (FDIC Contracts) 1988 - 1994
AMLaboratories/Medical Private Equity Group (sold to SmithKlineBeckman kna GlaxoSmithKline) 1980 - 1985
Skills
Entrepreneurship, New Business Development, Business Strategy, Mutual Funds, Portfolio Management, Chief Compliance Officer, Business Continuity..., AML Officer, Privacy Officer, Fund Administration, Trade Operations, Hedge Funds, Private Equity, Pension Funds, Commodity Pools, Fund Of Funds, Fixed Income Portfolio..., Fundamental Analysis, Hedge Accounting, Portfolio Performance..., Public Speaking, Media Relations, Corporate Liaison, Cross-functional Team..., Project Management, Operations Management, Risk Assessment, Standards Compliance, Investment Advisers Act, SEC regulations, Investment Company Act, Broker-Dealer Compliance, Regulatory Reform, Compliance Oversight, Islamic Finance, Economic Regulation, Medical Compliance, Asset Management, Private Banking, Ground Up Development, Real Estate Project..., Real Estate Private..., Real Estate Due..., Commercial Real Estate..., Loan Work-outs, Asset Dispositions, Mortgage Banking, Agricultural Lending, Agricultural Economics, Energy Policy
Education
high scool
National Society of Compliance Professionals, regulatory CE
Oregon State University
The Wharton School, executive education
American Institute of Banking AIB/ABA
Southern Methodist University
Hudson Advisors LLC April 2014 - Present
Baker Botts LLP September 2005 - March 2014
Skills
Corporate Governance, Corporate Law
Education
Duke University School of Law 2002 — 2005
J.D.
University of Kansas 1998 — 2002
B.A., Economics and Political Science
Equify, LLC March 2015 - Present
Arthur J. Gallagher & Co. September 2014 - March 2015
Hudson Advisors, LLC July 2007 - July 2014
Aon Risk Services March 1999 - July 2006
Sedgwick of Texas, Inc. June 1992 - March 1999
EBI Companies June 1990 - June 1992
Skills
Risk Management
Education
Northwood University-Texas 1987 — 1990
Business Administration and Management, General
Pingora Asset Management LLC January 2013 - Present
Hudson Advisors, LLC February 2011 - December 2012
Dreambuilder Investments February 2009 - February 2011
Lehman Brothers June 2005 - October 2008
Lehman Brothers June 2003 - June 2005
Microsoft June 2002 - August 2002
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science, Computer Systems Engineering
Southside Bank April 2011 - Present
Hudson Advisors, LLC December 2008 - April 2011
Education
Baylor University
Hudson Advisors, LLC September 2014 - Present
NewOak Capital June 2013 - April 2014
Silicon Image June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Java, Windows, Time Management, Data Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's degree, Economics-Philosophy (Joint Major)
Hudson Advisors, LLC October 2013 - Present
HBK Capital Management 2007 - 2013
Skills
Hedge Funds, Financial Analysis, Financial Reporting, Financial Statements, Accounting, US GAAP, Accruals, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Accounting
Education
Southern Methodist University
Hudson Advisors, LLC June 2014 - Present
Hudson Advisors, LLC January 2009 - Present
various schools January 2000 - March 2008
Skills
Strategic Planning, Administrative..., Time Management, Leadership, Microsoft Excel, Human Resources, Management, Event Planning, Process Improvement, Customer Service, Event Management, Marketing, Team Leadership, Education, Organization
Education
Red Oak High School 1985 — 1989
Dallas Baptist University
Education
JPMorgan Chase & Co. 2015 - Present
Hudson Advisors, LLC 2014 - 2015
JPMorgan Chase & Co. 2011 - 2014
BOK Financial 2010 - 2011
GMAC Financial 2008 - 2010
Skills
Valuation, Financial Modeling, Management, Financial Analysis, Mergers & Acquisitions, Credit Risk, Financial Risk, Business Strategy, Fixed Income, Asset Management, Real Estate, Loans, Strategic Planning
Education
Baylor University 2006 — 2007
Master of Science (M.S.), Economics
Texas A&M University
Bachelor of Science (B.S.), Economics