Lone Star Investment Advisors, LLC
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
Lone Star Investment Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lone Star Investment Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Lone Star Investment Advisors, LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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
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