LP Analyst
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LP Analyst Employees
LP Analyst September 2011 - Present
Cogent Partners August 2003 - August 2011
Bear Stearns July 2001 - October 2001
SunTrust Robinson Humphrey June 2000 - August 2000
Skills
Private Equity, Venture Capital, Alternative Investments, Due Diligence, Risk Monitoring, Valuation, Financial Modeling, Portfolio Management, Start-ups, Investments, Corporate Finance, Strategy, Entrepreneurship, Analysis, Risk Management, Financial Analysis, Mutual Funds, Corporate Development, Investment Banking, Capital Markets, Asset Management, Emerging Markets, Equities, Mergers & Acquisitions, LBO, Restructuring, Investment Management, Investor Relations, M&A experience
Education
The University of Texas at Austin 1997 — 2001
BBA, Major in Finance, Minor in Spanish
ESADE Business School 1999 — 1999
Summer Program, International Business, International Finance and Global Marketing
LP Analyst September 2015 - Present
Bank of America June 2015 - August 2015
US Restaurant Properties December 2014 - May 2015
Rental Rides LLC May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Teamwork, Customer Service, Leadership, Time Management, Data Analysis, Research, Financial Analysis, Investments
Education
The University of Texas at Dallas 2011 — 2015
Double Major in Business Administration & Biology
LP Analyst May 2015 - August 2015
Barclays June 2014 - July 2014
GS Dallas Group June 2012 - August 2012
GS Dallas Group June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, QuickBooks, Private Cloud Storage, Photoshop, Sales, Accounts Payable, Valuation, Private Equity, Venture Capital
Education
Southern Methodist University 2012 — 2016
Bachelor's Degree, Finance, General
Prudential Capital Group June 2015 - August 2015
LP Analyst September 2014 - December 2014
Green Bank June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
U.S. Fund for UNICEF June 2012 - August 2012
Education
Southern Methodist University 2012 — 2016
Bachelor of Business Administration (BBA) Finance, Bachelor of Arts (BA) Public Policy
Clements High School
J.P. Morgan September 2015 - Present
Cowen and Company July 2014 - August 2015
LP Analyst September 2013 - November 2013
Wells Fargo May 2013 - August 2013
Procter & Gamble May 2012 - August 2012
D. Miller & Associates, P.L.L.C. May 2011 - August 2011
Skills
Finance, Market Research, Valuation, PowerPoint, Microsoft Excel, Financial Modeling, Accounting, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Research, Public Speaking, Customer Service, Teamwork, Capital Markets
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.8 / 4.0
Klein High School 2006 — 2010
EY January 2015 - March 2015
LP Analyst September 2014 - November 2014
HGK Asset Management, Inc. July 2014 - August 2014
NET-A-PORTER GROUP LTD June 2013 - August 2013
RuffaloCODY (SMU Tele-Pony) August 2012 - May 2013
Skills
Microsoft Excel, Equity Research, Microsoft Office, Financial Analysis, Accounting, Microsoft Word, Private Equity, Financial Modeling, Valuation, Sales
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Science (MS), Accounting
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Ridgewood High School 2007 — 2011
Prudential Capital Group January 2014 - Present
Prudential Capital Group May 2013 - December 2013
LP Analyst June 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Accounting, Microsoft Excel, Bloomberg, Credit Analysis, PowerPoint, Credit, Financial Accounting, Microsoft Word
Education
Southern Methodist University 2012 — 2013
Bachelor of Business Administration (BBA), Finance
Collin County Community College 2009 — 2011
Associate of Arts (A.A.)
Thien Viet Securities May 2015 - Present
Vietnamese Student Association September 2013 - Present
LP Analyst January 2015 - May 2015
William C. Conner Educational Investment Fund June 2014 - December 2014
VinaCapital - Vietnam Infrastructure Limited (VNI) May 2013 - July 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Academic Achievement, Research, Data Analysis, Analysis, Teamwork, Market Research, Financial Modeling, Equity Valuation, Corporate Finance
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8
EY September 2014 - Present
The University of Texas at Austin August 2013 - June 2014
LP Analyst April 2013 - July 2013
Ernst & Young January 2013 - March 2013
Luther King Capital Management May 2012 - December 2012
TCU Educational Investment Fund May 2012 - July 2012
TCU Campus Recreation August 2009 - July 2012
TCU Educational Investment Fund January 2012 - May 2012
XTO Energy March 2011 - September 2011
Education
The University of Texas at Austin 2013 — 2014
Master in Professional Accounting, Financial Reporting and Assurance
Texas Christian University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The Woodlands High School 2005 — 2009
Kohl's Department Stores May 2015 - Present
Pier 1 Imports July 2014 - May 2015
Amazon July 2013 - July 2014
University of Arkansas Career Development Center August 2012 - May 2013
LP Analyst May 2012 - June 2012
IPS Advisors May 2010 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Time Management, Public Speaking, Teamwork, Facebook, Employee Benefits, Human Resources, Event Planning, Social Networking
Education
University of Arkansas at Fayetteville 2009 — 2013
BSBA, Human Resource Management, 3.66
Plano West Senior High School 2007 — 2009
Capgemini August 2015 - Present
U.S. House of Representatives June 2015 - August 2015
LP Analyst January 2014 - April 2014
Education
Texas Christian University 2011 — 2015
Bachelor of Science (B.S.), Mathematics; Economics minor
The London School of Economics and Political Science (LSE)
Econometrics and Quantitative Economics
LP Analyst September 2015 - Present
Imperial Capital, LLC June 2014 - August 2014
Corner Capital Partners, LLC May 2013 - August 2013
Kingsley Gate, Inc. 2010 - 2012
Vivid Aquariums 2009 - 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Financial Analysis, Data Analysis, Leadership, Investment Banking, Financial Modeling, Research, Entrepreneurship, Economics, Teamwork, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA)
Milken Community High School 2008 — 2010
LP Analyst May 2014 - August 2014
TPG Capital May 2013 - May 2014
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Nonprofits, Financial Statements
Education
Texas Christian University 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance; Minor: Energy Technology Management
LP Analyst August 2012 - Present
Deloitte September 2008 - August 2012
Deloitte January 2007 - March 2007
Skills
Valuation, Financial Accounting, Private Equity, Alternative Investments, Real Estate, GAAP, Financial Analysis, Big 4
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2008
Master in Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2007
Bachelor of Business Administration, Accounting
The Chinese University of Hong Kong 2007 — 2007
Study Abroad
Fortress Investment Group November 2013 - Present
LP Analyst September 2013 - November 2013
Macquarie Group August 2011 - July 2013
Duke University Health System October 2010 - May 2011
Skills
Mergers & Acquisitions, Seniors Housing, Underwriting, Trading, Financial Modeling, Derivatives, Commodity Risk..., Options Strategies, Real Estate, Corporate Finance, Private Equity, Due Diligence, Valuation
Education
Duke University 2007 — 2011
Double Major in Economics and Psychology