Lone Star Investment Advisors, LLC

Description

Address: 4455 Lyndon B Johnson Fwy, Dallas, TX 75244 Phone: (972) 702-7390: Hours: : : Website: Place name: Category: : : : Website: http://www.lonestarcra.com/ Category: Financial Planner 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 Lone Star Investment Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Lone Star Investment Advisors, LLC Employees

Employee
Years
Job
Industry
Steve Burt Steve Burt Dallas/Fort Worth Area Details
Steve Burt's Lone Star Investment Advisors, LLC Experience May 2015 - August 2015
Job Summer Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Booz Allen Hamilton  September 2015 - Present
Lone Star Investment Advisors, LLC   May 2015 - August 2015
Liberty Mutual Insurance  May 2014 - August 2014
ESPN  May 2013 - August 2013
Best Buddies  May 2013 - August 2013
IBM  May 2012 - May 2013

Skills
SaaS, Solution Selling, Cloud Computing, Channel, Enterprise Software, Account Management, Software Industry, Sales Process, Sales Enablement, Direct Sales, Managed Services, Salesforce.com, Selling, Lead Generation, CRM, Sales Operations, Sales, Pre-sales, Team Leadership, Demand Generation, Strategic Partnerships, Channel Partners, Business Alliances, Professional Services, Sales Management, Partner Management, Strategy, Leadership, Business Intelligence, Competitive Analysis, Business Development, Management, Business Strategy, Project Management

Education
Massachusetts Institute of Technology
Master of Business Administration (M.B.A.)

Texas A&M University   2011 — 2012
Bachelor of Science (BS), Political Science and Government

Louisiana State University   2009 — 2010
Bachelor of Science (B.S.), Political Science and Government

Nolan Catholic High School

Jordan McCurry Jordan McCurry Dallas/Fort Worth Area Details
Jordan McCurry's Lone Star Investment Advisors, LLC Experience January 2015 - May 2015
Job MBA Student
Industry Investment Management
Experience
Lone Star Investment Advisors, LLC   January 2015 - May 2015
Crestline Investors, Inc.   October 2014 - May 2015
Riveron Consulting  June 2014 - August 2014
Fruit of the Earth  May 2012 - August 2013
Fruit of the Earth  December 2009 - May 2012

Skills
Analysis, Microsoft Excel, Research, Social Media, Inventory Management, Forecasting, Visionary, Inventory Control, Marketing, Entrepreneurship, Team Leadership, Business Development, Advertising, Management, Strategic Planning, Customer Service, Leadership, Financial Analysis, Microsoft Office, Strategy

Education
Southern Methodist University - Cox School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance / Strategy and Entrepreneurship

Baylor University   2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General

Colleyville Middle School

Faith Christian School

Garrett Greer Garrett Greer Dallas, Texas Details
Garrett Greer's Lone Star Investment Advisors, LLC Experience July 2014 - Present
Job Vice President at Lone Star Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Lone Star Investment Advisors, LLC   July 2014 - Present
Insight Equity  February 2012 - May 2013
American Capital  October 2010 - February 2012
Imperial Capital LLC  July 2008 - September 2010
Ernst & Young  January 2007 - March 2007

Skills
Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Modeling, LBO, Financial Analysis, Investment Banking, Venture Capital, Mergers & Acquisitions, DCF, Capital Markets

Education
Northwestern University - Kellogg School of Management   2013 — 2014
Master of Business Administration (MBA)

The University of Texas at Austin - Red McCombs School of Business   2003 — 2008
BBA, MPA (Masters in Professional Accounting), Accounting, Finance

Martin Howard Martin Howard Dallas/Fort Worth Area Details
Martin Howard's Lone Star Investment Advisors, LLC Experience January 2010 - July 2010
Job Financial Analyst at Carrollton Mineral Partners
Industry Venture Capital & Private Equity
Experience
Carrollton Mineral Partners   June 2010 - Present
Lone Star Investment Advisors, LLC   January 2010 - July 2010
CapitalSouth Partners  May 2009 - March 2010
BuzzOFF Mosquito of Dallas   July 2006 - August 2008
NASA  March 2005 - July 2006
55th Presidential Inaugural Committee  December 2004 - February 2005
Bush-Cheney '04 Campaign   July 2004 - November 2004

Skills
Financial Modeling, Mergers, Leadership, Business Analysis, Investments

Education
Southern Methodist University - Cox School of Business   2008 — 2010
MBA, Finance, Strategy & Entrepreneurship

Southern Methodist University   2000 — 2004
BBA, Marketing

Olga Handal Olga Handal Dallas/Fort Worth Area Details
Olga Handal's Lone Star Investment Advisors, LLC Experience October 2008 - August 2013
Job Registered Senior Client Service Associate at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank - Private Wealth Advisors   September 2013 - Present
Lone Star Investment Advisors, LLC   October 2008 - August 2013
Bank of America  November 2007 - October 2008
Ironmark Advisors, LLC   May 2006 - November 2007
Ameriprise Financial Services, Inc.   August 2004 - May 2006

Skills
Sunguard, Series 7, Series 66, Client Liaison, Client Relations Skills, Wealth Management..., Microsoft Excel, Junxure, Private Banking, Sage CRM, Administrative..., Travel Arrangements, Spreadsheets, Office Management, Lotus Notes, Microsoft Office, Outlook, Calendaring, Calendars, Microsoft Word, PowerPoint, Onboarding, Event Planning, Investments, QuickBooks, PeopleSoft, Accounts Receivable, Accounts Payable, Customer Service

Education
University of North Texas   2009 — 2011
Bachelor of Arts, Sociology

Collin County Community College   2005 — 2008
Associate of Arts (A.A.), General Studies

Tony Tomlinson Tony Tomlinson Dallas/Fort Worth Area Details
Tony Tomlinson's Lone Star Investment Advisors, LLC Experience January 2010 - April 2010
Job President & CEO at SkyPages, Inc.
Industry Internet
Experience
Tomlinson Ventures   July 2007 - November 2010
Telligent  July 2010 - August 2010
Lone Star Investment Advisors, LLC   January 2010 - April 2010
Grand Advantage Realty   December 2008 - April 2010
Southern Methodist University  March 2009 - March 2010
ChurchillTerry   June 2009 - January 2010
OM5 Dallas   August 2008 - February 2009
Diverse Construction Inc   August 2007 - August 2008

Skills
Venture Capital, Management Consulting, Sales, Fundraising, Financial Services, LTE, Start-ups, Cloud Computing, Forecasting, Entrepreneurship, Business Development, Strategy, Strategic Partnerships, Marketing Strategy, Consulting, Marketing, Business Strategy, Strategic Planning, New Business Development, Business Planning

Education
Southern Methodist University - Cox School of Business   2009 — 2010
Masters Science

Southern Methodist University - Bobby B. Lyle School of Engineering   2008 — 2010
Masters in Engineering

William Esper Studio   2005 — 2007

Southern Methodist University - Cox School of Business   2001 — 2005
Finance

Arizona State University   2001 — 2003
Pre Business

Ellen Billings Ellen Billings Dallas/Fort Worth Area Details
Ellen Billings's Lone Star Investment Advisors, LLC Experience February 2010 - November 2012
Job Controller North America at GM Financial/AmeriCredit
Industry Financial Services
Experience
GM Financial/AmeriCredit  November 2012 - Present
Lone Star Investment Advisors, LLC   February 2010 - November 2012
Commerce Street Capital, LLC   January 2005 - February 2010
California Federal Bank  August 2000 - January 2005
Liberte Investors Inc.   2001 - 2003
Auto One Acceptance Corporation  August 1997 - August 2000
H.D. Vest Financial Services   April 1996 - August 1997
First Nationwide Bank  February 1992 - April 1996
First Gibraltar Bank  December 1989 - February 1992

Skills
Mergers & Acquisitions, Accounting, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Finance, Valuation, Financial Reporting, Essbase, Investments, Capital

Education
Stephen F. Austin State University   1986 — 1989
Bachelor of Business Administration (BBA), Accounting

Neth Wiedemann Neth Wiedemann Greater New York City Area Details
Neth Wiedemann's Lone Star Investment Advisors, LLC Experience February 2014 - May 2014
Job Senior Associate, Equity Research at Citi
Industry Investment Management
Experience
Citi Investment Research  July 2014 - Present
Lone Star Investment Advisors, LLC   February 2014 - May 2014
Trailblazer Capital, LLC   October 2013 - February 2014
Montgomery Coscia Greilich LLP  June 2013 - August 2013

Skills
Financial Modeling, Investments, Mergers & Acquisitions, Finance, Strategy, Venture Capital, Business Strategy, Analysis, Advertising, Digital Media, Microsoft Excel, Financial Statement..., Photoshop, Mergers, Editing

Education
Southern Methodist University - Cox School of Business   2012 — 2014
MBA, Finance and Accounting

Ithaca College   2005 — 2009
Bachelor of Science (B.S.)

Episcopal School of Dallas   2000 — 2005

Matt Kobler Matt Kobler Dallas/Fort Worth Area Details
Matt Kobler's Lone Star Investment Advisors, LLC Experience June 2008 - August 2008
Job
Industry Oil & Energy
Experience
Three Rivers Water, LLC   April 2015 - Present
7-Eleven  March 2013 - April 2015
7-Eleven  July 2009 - February 2013
Lone Star Investment Advisors, LLC   June 2008 - August 2008
Generational Equity, LLC.   June 2006 - June 2007
Generational Equity, LLC.   November 2005 - June 2006
Dallas Junior Chamber of Commerce  March 2005 - February 2006
MetLife  September 2002 - November 2005

Skills
M&A experience, M&A due diligence, Valuation, Financial Analysis, Financial Modeling, Analysis, Mergers, Due Diligence, Private Equity, Mergers & Acquisitions, Investment Banking, Portfolio Management, Investments, Finance, Leadership, Corporate Finance, Auditing, Strategy

Education
The University of Texas at Austin - Red McCombs School of Business   2007 — 2009
MBA

University of Texas at Austin   1998 — 2002
BBA

Jacob Durst Jacob Durst Atlanta, Georgia Details
Jacob Durst's Lone Star Investment Advisors, LLC Experience May 2015 - June 2015
Job Sports Editor at The Emory Wheel
Industry Financial Services
Experience
The Emory Wheel  August 2015 - Present
Emory University  August 2014 - Present
Emory University Goizueta Business School  August 2013 - Present
Kappa Alpha Order  December 2014 - Present
Compass Professional Health Services  July 2015 - August 2015
The Emory Wheel  October 2014 - August 2015
Lone Star Investment Advisors, LLC   May 2015 - June 2015
CMC  2015 - 2015
Prince Henry Investment Group   May 2014 - August 2014
Cistercian Preparatory School  May 2014 - July 2014

Skills
Microsoft Office, Public Speaking, Teamwork, Leadership, Microsoft Excel, Microsoft Word

Education
Emory University   2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Sophomore

Cistercian Preparatory School   2005 — 2013

Bryan Dickenson Bryan Dickenson Dallas/Fort Worth Area Details
Bryan Dickenson's Lone Star Investment Advisors, LLC Experience December 2011 - January 2012
Job Ancor Capital Partners
Industry Higher Education
Experience
Ancor Capital Partners  June 2015 - Present
Deloitte  June 2013 - Present
McColl Partners  May 2012 - August 2012
Lone Star Investment Advisors, LLC   December 2011 - January 2012
Lee Johnson Capital Management   March 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Microsoft Word, Data Analysis, Higher Education, Financial Modeling, Financial Analysis, Bloomberg Terminal, Economics, Corporate Finance

Education
Texas Christian University   2009 — 2012
BBA, Finance

Highland Park High School

Jacob E. Hampton Jacob E. Hampton Arlington, Virginia Details
Jacob E. Hampton's Lone Star Investment Advisors, LLC Experience January 2015 - May 2015
Job Investment Team at Terra Alpha Investments LLC
Industry Investment Management
Experience
Terra Alpha Investments LLC   August 2015 - Present
Lone Star Investment Advisors, LLC   January 2015 - May 2015
Nancy Chambers Underwood Endowment Fund   May 2014 - May 2015

Skills
Equity Research, Financial Analysis, Fundamental Analysis, Portfolio Management, Macroeconomics, Personal Finance, Private Equity, Financial Modeling, Due Diligence, Report Writing, Start-up Ventures, Business Strategy, Pitching Ideas, Competitive Analysis, Market Analysis, Consumer Products, Sales Management, New Business Development, Quantitative Research, Qualitative Research, Risk Assessment, Data Collection

Education
Southern Methodist University - Cox School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance / Strategy, 3.63

CFA Institute
2015 Level I Candidate in the CFA Program

Southern Methodist University   2005 — 2009
Bachelor's Degree, History / Business Administration, 3.68

Alek Blankenau Alek Blankenau Dallas/Fort Worth Area Details
Alek Blankenau's Lone Star Investment Advisors, LLC Experience July 2012 - Present
Job Vice President at Lone Star Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Lone Star Investment Advisors, LLC   July 2012 - Present
Cogent Partners  July 2010 - June 2012
Natsource  June 2009 - August 2009
Platte Institute for Economic Research  June 2008 - August 2008
Arbor Day Foundation  June 2007 - August 2007

Skills
Investment Banking, Private Equity, Asset Managment, Leveraged Finance, Hedge Funds

Education
Harvard University   2006 — 2010
Bachelor of Arts (BA), Economics

Lincoln Southeast High School   2002 — 2006