Merrill Lynch
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
HOUSE of HARPER April 2011 - Present
Gilt Groupe May 2011 - December 2013
Gilt Groupe June 2010 - May 2011
Neiman Marcus June 2006 - May 2010
Merrill Lynch August 2004 - May 2006
Julie Haus June 2005 - July 2005
Skills
Trend Analysis, Fashion, Merchandising, Trend, Apparel, Retail, Luxury Goods, E-commerce, Fashion Buying, Trend Forecasting, Inventory Management, Inventory Control, Textiles, Sales, Sportswear, Sourcing, Merchandise Planning, Retail Buying, Assortment, Blogging, Wholesale
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration, Marketing, International Business
Merrill Lynch June 2015 - August 2015
EJF Capital LLC July 2014 - August 2014
Armadillo Financial Partners June 2014 - June 2014
Johnson Law Group June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Research
Education
Texas A&M University 2013 — 2017
Master's Degree, Finance, General, Sophomore
Duchesne Academy 2002 — 2013
High School
Ferguson Camp Poll, P.C. July 2014 - Present
Stout Risius Ross, Inc. * September 2012 - June 2014
HFBE Inc. June 2000 - September 2012
Merrill Lynch May 1998 - August 1998
Skills
Business Valuation, Valuation, Finance, Mergers & Acquisitions, Financial Reporting, Due Diligence, Accounting, Financial Analysis, Purchase Price..., Financial Modeling, Investment Banking, ESOP, Strategic Planning, Management Consulting, Corporate Finance, Real Estate, Analysis, Private Equity, Litigation Support, Forensic Accounting, Business Strategy, Tax, Financial Advisory, Business Development, DCF, Divestitures, Fairness Opinions, Equity Valuation, Healthcare, Appraisals, Strategic Financial..., Oil & Gas Industry, Biotechnology, Negotiation
Education
Texas A&M University - Mays Business School 1996 — 2000
BBA, Finance
Strake Jesuit College Preparatory 1992 — 1996
Nathan Grace Real Estate June 2014 - Present
NAI Robert Lynn October 2013 - June 2014
Nationstar Mortgage May 2013 - September 2013
Nationstar Mortgage June 2012 - May 2013
Merrill Lynch June 2011 - August 2011
Skills
Real Estate, Foreclosures, Microsoft Excel, Financial Statement..., Financial Analysis, Finance, Training, Management, Project Management, FHA, Investors
Education
Texas A&M University 2008 — 2012
BBA, Finance, General
Advantage Pipeline, LLC April 2012 - Present
J.B. Griffis Holdings, LLC June 2011 - Present
Five States Energy Capital September 2008 - April 2012
JPMorgan Investment Bank June 2007 - July 2008
JPMorgan Private Bank - Dallas, TX October 2005 - June 2007
JPMorgan Private Bank - Houston, TX March 2004 - October 2005
Merrill Lynch January 2001 - August 2003
Merrill Lynch August 1999 - December 2000
Education
University of St. Thomas (TX) 2004 — 2005
MBA, Finance
Texas A&M University 1997 — 2000
BBA, Finance
Taylor Frigon Capital Management January 2007 - Present
Merrill Lynch February 2003 - January 2007
U.S. Military Academy, West Point July 1999 - December 2002
U.S. Army June 1997 - June 1999
U.S. Army July 1995 - June 1997
U.S. Army June 1991 - June 1995
Skills
Investments, Strategy, Financial Modeling, Leadership, Portfolio Management, Financial Analysis, Wealth Management, Analysis, Finance, Valuation, Training, Due Diligence, Asset Management, Venture Capital, Asset Managment, Alternative Investments, Project Planning, Corporate Finance, Financial Services, Risk Management, Equities, Private Equity, Mergers & Acquisitions
Education
Texas A&M University 1999 — 2001
MA
United States Military Academy at West Point 1987 — 1991
BS
Sewell Automotive Companies May 2015 - Present
Texas A&M University October 2013 - Present
Merrill Lynch June 2013 - August 2013
Veritas Wine and Bistro December 2012 - June 2013
The Jay Cafe March 2010 - August 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Outlook, Leadership, Time Management, Event Planning, Social Networking, Team Leadership, Facebook, Communication, Community Outreach
Education
Texas A&M University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Needville High School 2008 — 2012
Merrill Lynch December 2014 - Present
Texas A&M University August 2012 - Present
PwC June 2015 - August 2015
Allegiance Bank Texas May 2013 - August 2013
Hewlett-Packard June 2012 - August 2012
Skills
Teamwork, Event Planning, Team Leadership, Social Media, People-oriented, Time Management, Public Speaking, PowerPoint, Leadership Development, Microsoft Word, Microsoft Excel, Leadership, Financial Analysis, Team Building, Finance, Management
Education
Texas A&M University 2012 — 2016
Bachelor's Degree, Business Honors and Finance, Minor in Economics, International Business Certificate
Tollerene Investment Management 2002 - Present
Prudential Financial 1996 - 2002
Merrill Lynch 1988 - 1996
Skills
Financial Advisory, Retirement Planning, Investments, Asset Allocation, Equities, Portfolio Management
Education
Texas A&M University 1982 — 1986
Bachelor of Science, Economics
Merrill Lynch March 2015 - Present
Merrill Lynch June 2014 - February 2015
Texas A&M University September 2012 - May 2014
Children's Museum of Houston June 2013 - August 2013
Academy Sports + Outdoors May 2010 - August 2013
Skills
Retail Sales, Marketing, Business Development, Raiser's Edge, Customer Service, Marketing Communications, Retail, Microsoft Office, Receptionist Duties, Acknowledgements, Planograms, Inventory Control, Newsletter Production, Event Planning, Wealth Management...
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration, Marketing
Optimus - Commodities Search November 2014 - Present
Barclays Capital May 2008 - June 2014
Merrill Lynch March 2007 - May 2008
Sirius Solutions January 2005 - March 2007
American Electric Power March 2002 - January 2005
Enron January 1998 - February 2002
Arthur Andersen & Co. September 1995 - March 1998
Skills
Risk Management, Commodity, Trading Systems, Derivatives, Commodity Markets, Financial Risk, Market Risk, Fixed Income, Investment Banking, Options, Middle Office
Education
Texas State University 1994 — 1995
BBA, Accounting
Texas A&M University
Merrill Lynch June 1996 - Present
Merrill Lynch June 1996 - Present
Merrill Lynch June 1996 - Present
Skills
Commercial Lending, Series 7, Corporate Finance, Wealth Management, Portfolio Management, Financial Planning, Mortgage Lending, Commercial Mortgages, Insurance, Estate Planning, Real Estate Finance, Series 63, Series 66, Retirement Planning, Retirement Plans, Retirement Income..., Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Banking, Cash Management, Due Diligence, Equities, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Investment Advisory, Investment Management, Investment Strategies, Investments, Mergers, Mutual Funds, Options, Real Estate Economics, Retirement, Securities, Series 65, Strategic Financial..., Uniform Combined State..., Valuation
Education
Texas A&M University 1988 — 1992
Bachelor's degree, Economics
McCullough High School 1985 — 1988
Merrill Lynch September 2012 - Present
Skills
Financial Modeling, Bloomberg Terminal, Portfolio Management, Corporate Finance, Equity Research, Alternative Investments, Equities, Macroeconomics, Economics, Investment Management, Series 7, Asset Allocation, Asset Management, Valuation, Stata, Linear Regression, Uniform Combined State..., Investment Strategies, Microeconomics, Securities, Due Diligence, Bloomberg, Market Risk, Mutual Funds, Investments, Econometrics, Hedge Funds, Fixed Income, International Economics, Commodity, Wealth Management, Statistics, Equity Valuation, Risk Management, Portfolio Construction, Trading, Charles River IMS
Education
Texas A&M University 2008 — 2012
B.S
TAD Clinical Research Group July 2014 - Present
At Home Healthcare July 2011 - November 2013
Gary Traylor & Associates June 2010 - July 2012
Merrill Lynch August 2008 - June 2012
Skills
Organization, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Medical Records, Administrative..., Outlook, Telephone Skills, Data Entry, Insurance, Invoicing, Office Administration, Office Management, Spreadsheets, Accounts Receivable, Administrative...
Education
Texas A&M University 2002 — 2006
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
STA Wealth Management March 2015 - Present
Fidelity Investments April 2004 - March 2015
Merrill Lynch August 1998 - April 2004
AIM mutual funds 1994 - 1997
Skills
401k, Fixed Income, Finance, Securities, Sales Presentations, Relationship Management, Fixed Annuities, Series 7, Retirement Planning, Wealth Management, Investments, Financial Planning, Portfolio Management, Mutual Funds, Sales, Direct Sales, Marketing, Customer Service, Financial Services, Sales Process, Leadership, New Business Development, Retirement, Financial Analysis, Risk Management, Financial Modeling, Wealth, Management, Financial Risk, Process Improvement, Project Management, Project Planning
Education
Texas A&M University 1991 — 1994
CynEX Consulting December 2014 - Present
Oncology San Antonio May 2014 - December 2014
Oncology San Antonio April 2012 - April 2014
Vantage Oncology March 2009 - April 2012
Herbert Douglas Media 2004 - October 2008
Lincoln Property Company 2001 - 2004
Service Industrial 2000 - 2004
Merrill Lynch 1997 - 2000
Skills
Healthcare, Strategic Planning, Business Development, Marketing, Process Improvement, Data Analysis, Training, Negotiation, Customer Service, Leadership, Management, Strategy, Budgets, Team Building, Product Launch, Contract Negotiation, Marketing Strategy, Public Speaking, Clinical Research, Medical Devices, New Business Development, Finance, Account Management, Project Management, Public Relations, Business Strategy, Sales Management, Hospitals, Team Leadership, Cross-functional Team..., Research, Business Planning, Competitive Analysis, Recruiting, Sales, Market Planning, Program Management, Oncology, Operations Management, Entrepreneurship, Time Management, Market Research, Advertising, Human Resources, Start-ups, Sales Process, Executive Management, Analysis, Physician Relations, CRM
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Certified Physician Practice Manager
CPPM
Texas A&M University 1996 — 2000
BBA, Marketing, Finance
Incarnate Word High School 1992 — 1996
Ichiritsu Koko
AECOM August 2015 - Present
BlackArch Partners February 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Perot Investments June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Texas A&M University 2010 — 2013
Detroit Catholic Central
Capital One February 2015 - Present
Capital One February 2014 - February 2015
Texas A&M University August 2009 - December 2013
Merrill Lynch June 2013 - August 2013
E&F Consulting Group Sandler Training December 2012 - December 2012
Texas A&M Fish Camp November 2011 - September 2012
Texas A&M Howdy Camp March 2011 - March 2012
Texas A&M Fish Camp March 2010 - September 2011
E&F Consulting Group Sandler Training May 2011 - August 2011
CARPOOL January 2010 - January 2011
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Event Planning, Leadership, Social Media, Customer Service, Teamwork, Fundraising, Data Analysis, Team Building, Time Management, Facebook, Research, Staff Development, Program Management, Project Management
Education
Texas A&M University 2009 — 2013
Business, Management, Senior
St. Agnes Academy 2005 — 2009
Young Catholic Professionals June 2010 - Present
FTI Consulting September 2010 - April 2011
Texas A&M University August 2008 - December 2009
Merrill Lynch 2007 - 2008
Investment Professionals, Inc. 2006 - 2007
Education
Texas A&M University 2008 — 2010
Masters, Business Administration
Texas A&M University - Mays Business School 2008 — 2010
Trinity University 2003 — 2006
Business
Self-employed July 1997 - Present
Merrill Lynch January 1995 - July 1997
Education
Texas A&M University 1990 — 1994
Bachelor of Science (B.S.), Economics
xome September 2015 - Present
Nationstar Mortgage June 2012 - September 2015
Hunt Realty Investments July 2006 - May 2012
Ernst & Young September 2004 - May 2006
Merrill Lynch June 2001 - August 2001
Skills
Real Estate Development, Real Estate Private..., Real Estate..., Land Acquisition, Acquisition/Structuring, Portfolio Management, Underwriting, Financial Modeling, Construction Management, Due Diligence, Valuation, Mergers, Investor Relations, Financial Structuring, Corporate Finance, Structured Finance, Finance, Real Estate, Investments, Real Estate Economics, Asset Management, Mergers & Acquisitions
Education
Texas A&M University 2003 — 2004
Master Science, Accounting
Texas A&M University - Mays Business School 1999 — 2003
Bachelor, Business Administration
Whole Foods Market May 2015 - Present
Schneider Electric July 2013 - May 2015
Web Unlimited June 2011 - May 2013
Merrill Lynch June 2012 - August 2012
Skills
Bloomberg Terminal, Wordpress, Economics, Microsoft Excel, WordPress
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics
Texas American Resources May 2014 - Present
Texas American Resources Company May 2013 - May 2014
Verve Events December 2011 - December 2011
YMCA of Greater Williamson County June 2011 - September 2011
Merrill Lynch June 2010 - August 2010
YMCA of Greater Williamson County May 2010 - August 2010
Skills
Event Management, Payroll, Human Resources, Event Planning, Administrative..., Microsoft Excel, Interviews, Employee Benefits, Microsoft Office, PowerPoint, Customer Service, Strategic Planning, Microsoft Word, Budgets, Nonprofits, Management, Outlook, Project Planning, Public Relations, Time Management, Fundraising, Social Media, Strategic Communications
Education
Texas A&M University 2007 — 2011
Bachelor, Communication
E.ON Climate & Renewables June 2013 - Present
Merrill Lynch December 2009 - March 2011
JPMorgan Chase February 2008 - December 2009
Bowne January 2005 - January 2008
Coldwell Banker United, REALTORS September 2004 - November 2004
Mary Dunn Real Estate, Inc. May 2001 - May 2004
Education
Texas A&M University 2002 — 2004
Bachelors, Economics, Business Minor
Daiichi Sankyo, Inc. April 2015 - Present
ADP August 2014 - April 2015
Merrill Lynch May 2013 - August 2013
UBS December 2009 - July 2010
Snoopy's Pier February 2009 - July 2009
Skills
Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Social Networking, Data Analysis, Strategic Thinking, Microsoft Office, Typing, Filing, Research, Organizing, Sales, Team Building, Team Leadership, Cooperation
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Raymond James December 2010 - Present
Any Baby Can Child and Family Resource Center October 2009 - December 2010
Raymond James Financial, Inc. December 2008 - October 2009
Merrill Lynch June 2005 - December 2008
Skills
Financial Advisory, Financial Analysis, Investments, Securities, Finance, Non-profits, Public Speaking, Series 7, Strategic Planning, Sales, Social Media, Account Management, Fundraising, Nonprofits, CRPC
Education
Texas A&M University 1999 — 2003
Bachelor's degree, Economics / Business
Bank of America June 2015 - Present
Bank of America January 2015 - Present
Bank of America May 2012 - Present
Styll.In March 2013 - Present
Lotus July 2013 - March 2014
Bank of America May 2011 - August 2011
Merrill Lynch December 2010 - January 2011
WordLink Incorporated 2011 - 2011
Texas A&M University September 2009 - February 2010
Uniworld Financial May 2008 - July 2009
Skills
Reaper Audio, Google Analytics, Pixelmator, SharePoint Designer, Nexus, Digital Illustration, Analysis, Data Analysis, CRM, Finance, Video Production, Microsoft Excel, Microsoft Office, Keynote, Pivot Tables, Project Management, PowerPoint
Education
Texas A&M University 2008 — 2011
BSc, Economics
The University of Texas at Dallas 2007 — 2009
BA, Business Finance and Accounting
Morgan Stanley Smith Barney * February 2008 - Present
Horse- LMR Racing www.qrgs.org 2007 - June 2014
Merrill Lynch June 2000 - February 2008
Skills
Investments, Portfolio Management, Strategic Financial..., Estate Planning, Financial Advisory, Series 7, Alternative Investments, Financial Planning, Retirement Planning, Wealth, Wealth Management
Education
Texas A&M University 1997 — 2000
BBA, Management
Merit Energy Company June 2013 - Present
Merit Energy Company October 2010 - May 2013
PwC September 2009 - October 2010
PwC January 2008 - March 2008
Merrill Lynch May 2007 - August 2007
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Auditing, US GAAP, CPA, Microsoft Excel
Education
Texas A&M University 2008 — 2009
Master of Science (MS), Finance, General
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch October 2011 - Present
Morgan Stanley June 2008 - October 2011
Citi September 2006 - March 2008
Skills
Wealth Management, Series 7, Series 66, Estate Planning, Retirement Planning, Credit, Mortgage Banking, Insurance, Asset Management, Finance, Mergers, Portfolio Management, Sales, Strategic Financial..., Uniform Combined State..., Financial Analysis, Investments, Leadership, Loans, Management
Education
Texas A&M University 1994 — 1999
Bachelor of Science
Jefferies December 2014 - Present
FTI Consulting July 2012 - November 2014
Merrill Lynch June 2011 - August 2011
Ned Davis Research, Inc. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Corporate Checkup, LLC January 2010 - Present
Avance Financial Group, Ltd. January 2005 - December 2009
Self Employed November 1993 - December 2004
Merrill Lynch January 1989 - October 1993
Skills
Entity Formations, Entity Conversions, Shelf Corporations, Corporate Identity, Corporate Branding, Consulting, State Corporate..., Registered Agent..., Nominee..., Trademarks, Website Development, Search Engine Technology, Estate Planning, Real Estate Transactions, Referral Network, Tax, Corporate Law, Sales, Public Speaking, Insurance, Income Tax, Strategy, Finance, Securities, Management Consulting, Corporate Governance, Customer Service, Negotiation, Strategic Planning, Entrepreneurship
Education
University of Houston 1974 — 1976
General Business
Texas A&M University 1973 — 1974
Chemistry
PwC July 2014 - Present
ECOM Trading September 2013 - May 2014
PwC June 2012 - August 2012
The University of Arizona January 2011 - August 2011
Merrill Lynch August 2010 - December 2010
Skills
Tax Preparation, Income Tax, Corporate Tax, Mandarin, QuickBooks
Education
Texas A&M University 2011 — 2013
Master of Science in Accounting, Business Taxation
University of Arizona, Eller College of Management 2008 — 2011
Bachelor of Science in Business Administration, Accounting, Math
Merrill Lynch May 2004 - Present
Control Corporation of America 1998 - 2004
Rockwell Automation January 1995 - August 1998
Skills
Investments, Wealth Management, Retirement, Retirement Planning, Series 7, Financial Services, Financial Planning, Qualified Retirement..., Financial Analysis, Strategic Financial..., Asset Managment, Asset Allocation, Portfolio Management, Wealth Management..., Leadership, Mutual Funds, Financial Modeling
Education
Texas A&M University 1990 — 1994
B.S., Industrial Engineering
Dulles
Sasol September 2013 - Present
Sasol December 2010 - September 2013
Aerotek July 2010 - December 2010
TEKsystems October 2009 - August 2010
TEKsystems October 2008 - October 2009
Merrill Lynch December 2006 - March 2008
Texas A&M University September 2005 - December 2006
Skills
SAP, Business Analysis, Financial Forecasting, Analysis, Forecasting, Financial Analysis, Inventory Management, Requirements Analysis, Management, Business Intelligence, Project Planning, Business Planning, ERP, Project Management, Recruiting, Account Management, Business Process, Leadership, Training, Strategy, Business Development
Education
Texas A&M University 2003 — 2008
Bachelor of Science, Economics
The Woodlands High School
Opportune LLP October 2012 - Present
ConocoPhillips June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
BP June 2011 - August 2011
Skills
Business Analysis, Financial Modeling, Business Process..., Marketing, PowerPoint, Analysis, Leadership, Microsoft Excel, Integrated Marketing, Public Relations, Energy, Sales, Finance, Investments, Negotiation, Time Management, Trading, Public Speaking, Hedging, Press Releases, Budgets, Organizational..., Microsoft Office, Data Analysis, Customer Service, Financial Analysis, Natural Gas, Advertising, Commodity, Financial Risk
Education
Texas A&M University - Mays Business School 2008 — 2011
Finance, Commodities Trading
alliantgroup January 2012 - Present
The University of Texas at San Antonio September 2009 - May 2011
Outback Steakhouse December 2007 - August 2009
Merrill Lynch May 2008 - April 2009
Skills
Teamwork, Training, Interviews, Financial Forecasting
Education
The University of Texas at San Antonio 2009 — 2011
Master of Science, Finance
Texas A&M University 2005 — 2009
Bachelor of Business Administration, Finance
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Merrill Lynch August 2009 - Present
Bank of America 2007 - 2009
Education
Texas A&M University 2002 — 2006
Economics
ETF Securities September 2013 - Present
N/A 2014 - 2014
N/A 2014 - 2014
Van Eck Global July 2009 - July 2013
Merrill Lynch January 2007 - January 2009
Reuters Financial Software January 1998 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, English, Research, Windows, Outlook, HTML, Public Speaking
Education
Texas A&M University
BS, Computer Science
Merrill Lynch June 2012 - Present
NovoDyn Advisors, LLC April 2011 - June 2012
Northwestern Mutual October 2009 - April 2011
Skills
Alternative Investments, Registered Investment..., Wealth Management, Asset Allocation, Finance, Proprietary Trading, Financial Risk, Hedge Funds
Education
Texas A&M University 2004 — 2009
Bachelor of Science (BS), Economics, Finance & Real Estate
Texas A&M University
Deloitte CRG February 2011 - Present
Bridge Associates LLC January 2008 - January 2011
Genentech June 2007 - August 2007
Merrill Lynch February 2003 - July 2006
Salomon Smith Barney August 2001 - February 2003
Skills
Restructuring, Financial Modeling, Valuation, Finance, Private Equity, Financial Analysis, Portfolio Management, Strategy, Bankruptcy, Corporate Finance, Debt Restructuring, Due Diligence, Credit, Corporate Law, Financial Services, Capital Markets, Cash Management, Loans, Mergers & Acquisitions, Start-ups, Analysis, Venture Capital, Business Valuation, Investment Banking, Turn Around Management, Treasury Management, Working Capital...
Education
Texas A&M University 2006 — 2008
Master of Business Administration
Texas A&M University 1998 — 2001
BS in AgriBusiness
Tru Trading Co September 2012 - Present
Burnett Commodities December 2008 - June 2012
Morgan Stanley January 2006 - December 2008
Merrill Lynch May 2004 - January 2006
Skills
Valuation, Investments, Risk Management, Managed Money, CTA, Futures Trading, Series 3, futures spread trader, systems trading, agricultural risk..., Energy Risk Management, FX Options, Trading, FINRA, Financial Risk, Hedge Funds, Technical Analysis, Managed Futures, Financial Analysis, Financial Markets, Capital Markets, Portfolio Management, Proprietary Trading, FX trading, Financial Modeling, Options, Electronic Trading, Derivatives, Equities, Commodity Markets, Wealth, Bloomberg, Corporate Finance, Trading Systems, Series 7, Trading Strategies, Hedging, Investment Banking, Asset Management, Strategic Financial..., Private Equity, Alternative Investments, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Accounting and Finance
UMT Consulting Group January 2015 - Present
Smartbridge February 2014 - Present
Smartbridge February 2014 - January 2015
Texas A&M University July 2012 - May 2013
Merrill Lynch 2013 - 2013
Atos Origin September 2009 - May 2012
Skills
C++, Java, JavaScript, ASP, ASP.NET, Visual Basic, Apache Velocity, XSLT, XML, XML Schema, Lectora, PHP, Oracle 9i, Microsoft SQL Server, PL/SQL, SEO, Oracle, C#, Python, EXTJS, Software Engineering, Software Development, Web Applications, Eclipse
Education
Texas A&M University 2012 — 2013
Master's degree, Management Information Systems
Mumbai University 2005 — 2009
Bachelor of Engineering (B.E.), Information Technology, 3.83
HIMA Americas Inc. June 2014 - Present
aeSolutions August 2011 - June 2014
NANA Management Services May 2006 - August 2010
Merrill Lynch May 2009 - September 2009
Skills
Gas, Process Safety, Multivariable Calculus, Statistics, Oil & Gas Industry, Process Control, Safety Instrumented..., HAZOP, Petrochemical, Modbus, HMIs, Engineering, Instrumentation, Electrical Engineering, Commissioning, SCADA, Engineering Management, Alarm Management, Refining, Refinery, Process Simulation, Control Logic, Automation, Functional Safety, Process Safety..., PLC, Control Systems Design, Project Engineering, DCS, Advanced Process Control, Process Automation, Chemical Engineering, SIS, P&ID, Process Engineering, Risk Assessment, Oil/Gas, Root Cause Analysis, Ladder Logic, Process Optimization, Occupational Health, LOPA, Integration, Petroleum
Education
Texas A&M University 2007 — 2010
Bachelor of Science, Applied Mathematic Sciences, Statistics
University of Idaho 2006 — 2007
HMI Capital LLC August 2015 - Present
HMI Capital LLC August 2013 - Present
HMI Capital LLC August 2011 - Present
Morgan Stanley January 2010 - August 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch June 2008 - 2008
Ernst & Young 2007 - 2008
Skills
Commodity, Financial Modeling, Valuation, Bloomberg, Fixed Income, Financial Analysis, Corporate Finance, Hedge Funds, Equities, Investment Banking, Private Equity, Alternative Investments
Education
Texas A&M University 2008 — 2009
MS, Finance
Texas A&M University 2004 — 2008
BBA, Accounting
Merrill Lynch January 2012 - Present
Bear Creek/ Copperfield Rotary Club 2010 - April 2012
PartnersInWealth, Inc. May 2011 - January 2012
Aflac 2009 - 2011
Houston Chapter UIL 2004 - 2010
Bank of America Premier Bank 2004 - 2009
Enterprise Rent-A-Car 1998 - 2000
Skills
Wealth Management, Estate Planning, Investment Advisory, Retirement Planning, Investment Management, Wealth Management..., College Savings Plans, Alternative Investments, Wealth Accumulation..., Wealth Preservation..., Executive Compensation..., Financial Planning, Multi-generational..., Concentrated Stock...
Education
Southwest Texas State University 1998 — 2000
BBA, Finance and Management
Texas A&M University 1997 — 1998
Finance
St. Thomas High School 1992 — 1995
Cypress Creek HS 1991 — 1992
Green Bank, N.A. January 2008 - Present
Regions Bank March 2004 - May 2007
Merrill Lynch March 2003 - March 2004
Mizuho Financial Group January 2001 - March 2003
BBVA Compass December 1996 - December 2000
Education
University of St. Thomas (TX) 2003 — 2005
MBA
Texas A&M University 1995 — 1998
Bachelor of Business Administration, Finance
Merrill Lynch April 2010 - Present
Skills
Series 7, Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Investments, Series 63, Asset Managment, Financial Services, Financial Analysis, Retirement, Fixed Annuities, Alternative Investments, New Business Development, Sales Management, Equities, Financial Modeling, Financial Advisory, Asset Management, Business Development, Estate Planning, Finance, IRAs, Investment Advisory, Investment Strategies, Securities, Strategy, Uniform Combined State..., Fixed Income, 401k, Series 24, Financial Planning
Education
Texas A&M University 1985 — 1990
Bachelors, Economics
Plano Senior High School 1982 — 1985
Kernan Wealth Management Group of Ramond James January 2005 - Present
UBS Wealth Management August 1996 - January 2005
Merrill Lynch October 1991 - August 1996
Education
Texas A&M University 1987 — 1991
BS, Economics
PwC September 2014 - May 2015
PwC January 2013 - March 2013
Merrill Lynch May 2012 - August 2012
Aggies in Business (AIB) February 2012 - August 2012
Yahoo! June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Market Research, Financial Accounting, Business Planning, Data Analysis, Analysis, Strategic Thinking, Strategy
Education
The University of Chicago Booth School of Business 2014 — 2014
Chicago Booth Summer Business Scholars Program
Texas A&M University - Mays Business School 2013 — 2014
Master of Science (M.S.), Finance
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, Accounting
PIC International, Inc June 2015 - Present
Upstream Investment Partners, LLC September 2013 - June 2015
Merrill Lynch December 2010 - February 2013
Tycast, Inc dba Ballard Realty and Ballard Homes January 1994 - December 2010
Crazy Cajun Enterprises, Inc March 1991 - January 1994
Skills
Series 7, Investments, Real Estate, Mortgage Lending, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Investment Advisory, Strategic Financial..., Series 63, Strategic Planning, Sales, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Fixed Income, Retirement, Wealth, Financial Planning
Education
Texas A&M University 1982 — 1984
BBA, Finance and Accounting
Texas A&M University 1976 — 1981
Bachelor of Science (BS), Economics, Who remembers that!
Moda United Notions November 2009 - Present
Quilts by the Bay August 2007 - November 2009
Merrill Lynch 2007 - 2007
Skills
Adobe Creative Suite, Graphic Design, Advertising, Marketing, Social Media Marketing, InDesign, Photoshop, Customer Service, Microsoft Word, Project Management, Sewing, Textiles, Photography, Illustrator, Trade Shows, Marketing Copy, Microsoft Excel, Microsoft Office, PowerPoint, Pinterest, Missions, Biblical Studies, Discipleship, Blogging, Online Marketing, Facebook, Social Media, Editing, Email Marketing, Social Marketing, Blogger
Education
Texas A&M University 2003 — 2007
Bachelors of Business Administration, Finance
Merrill Lynch May 2011 - Present
Spurs Sports & Entertainment January 2011 - May 2011
Oil and Gas Investment Broker-Dealer November 2009 - February 2010
Oil and Gas Investment Broker-Dealer April 2008 - November 2009
Oil and Gas Investment Firm January 2008 - April 2008
Skills
Investments, Financial Advisory, Securities
Education
Texas A&M University 2004 — 2007
Bachelor of Arts, Communication
Old Course Investment Partners, LLC April 2009 - Present
Merrill Lynch November 1998 - March 2009
Smith Barney October 1995 - November 1998
Transamerica 1993 - 1995
Houston Cellular (Now AT&T) 1992 - 1993
Education
Texas A&M University 1987 — 1991
Business
St. Thomas High School 1983 — 1987
Merrill Lynch August 2008 - Present
Goldman Sachs June 2007 - August 2007
McKinsey & Company August 2004 - June 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytic Finance
Texas A&M University 2003 — 2004
M.S., Mathematics
Texas A&M University 2000 — 2003
B.S., Applied Mathematics
NetApp September 2013 - Present
Cisco Systems, Inc. 2006 - 2013
Southland Investment 2003 - 2006
Boston Consulting Group 2001 - 2003
McKinsey & Co. 1999 - 2000
Morgan Stanley 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Corporate Development, Strategy Development, Business Strategy, Mergers, Strategic Planning, Telecommunications, Negotiation, Smart Grid, Acquisition Integration, Investments, Management Consulting, IT Strategy, Venture Capital, Product Management, Start-ups, Business Planning, Financial Modeling, Private Equity, New Business Development, Competitive Analysis, Due Diligence, Change Management, Corporate Finance, Valuation, Cross-functional Team..., Go-to-market Strategy, Market Analysis, Energy, International Business, Strategic Partnerships, Cloud Computing, Portfolio Management, Business Management, Financial Analysis, Enterprise Software, Entrepreneurship, P&L Management, Process Improvement, China Business..., Big Data, Analytics, Leadership, Executive Management, SaaS, Strategy, Business Development, Mergers & Acquisitions, E-commerce, Management, Consulting
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance and Entreprenuerial Management
Texas A&M University
B.S., Petroleum Engineering
University of Minnesota-Twin Cities
M.S., Computer Science
Stage Stores July 2015 - Present
Stage Stores June 2014 - June 2015
Stage Stores May 2013 - June 2014
Stage Stores August 2012 - May 2013
Stage Stores September 2011 - August 2012
Stage Stores June 2010 - September 2011
Merrill Lynch December 2009 - January 2010
Skills
Forecasting, Finance, Microsoft Excel, Financial Analysis, Variance Analysis, Financial Reporting, Accounting, Financial Modeling, Account Reconciliation, Microsoft Word, Strategic Financial..., Corporate Finance, Teamwork, Corporate Budgeting, FLSA, Variable Pay, Base Pay
Education
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
FINRA November 2005 - Present
Merrill Lynch 1998 - 2005
Merrill Corporation 1996 - 1998
Endress+Hauser Group 1994 - 1994
Skills
FINRA, Securities, AML, Series 7, Securities Regulation, USA PATRIOT Act, Financial Regulation, Mutual Funds, Equities, Capital Markets, Private Placements, Due Diligence, Fraud, SEC, Financial Analysis
Education
Texas A&M University-Commerce 2011 — 2013
Masters of Science, Accounting (Forensics)
Texas A&M University-Commerce
Bachelor of Science (B.S.), Business Administration
Texas A&M University 1991 — 1995
Nuclear Engineering
Merrill Lynch September 2015 - Present
Wells Fargo Advisors May 2001 - September 2015
Salomon Smith Barney May 1988 - May 2001
Education
University of Houston 1986 — 1986
BBA-Finance, Finance
The University of Texas at Austin 1980 — 1982
Accounting, Finance, &Management
Texas A&M University 1977 — 1979
Biology & Chemistry
JPMorgan Chase June 2014 - Present
Macquarie Group Limited July 2013 - January 2014
Family Sabbatical February 2012 - July 2013
Merrill Lynch September 2010 - February 2012
JPMorgan Chase June 2005 - September 2010
Diverse Networks, Inc. April 1999 - March 2005
Chevron January 1997 - January 1999
Texas Cooperative Extension Service January 1994 - January 1996
Skills
Perl, Solaris, Unix, Linux, Apache, TCP/IP, Unix Shell Scripting, Red Hat Linux, Databases, SQL, Software Development, Integration, SMTP, Oracle, Windows Server, IIS, DNS, Tomcat, VPN, Subversion, Sendmail, Firewalls, Windows Server 2003, Windows Server 2008, SQL Server, Sybase ASE, VBScript, .NET, Visual C#, Visual Studio, JIRA, Autosys, Postfix, POP, Systems Engineering, Financial Systems, System Administration, Python, Commodity Risk..., IT Infrastructure..., LAMP, Active Directory, System Monitoring
Education
Texas A&M University 1992 — 1996
Bachelor of Business Administration (BBA), Management Information Systems (MIS)
carma Houston March 2013 - Present
Saks Fifth Avenue September 2012 - March 2013
Hearst Media Services-Houston Chronicle December 2010 - April 2012
Verve Marketing Innovations June 2008 - December 2010
Denver Radio Company February 2007 - July 2008
Denver Radio Company March 2006 - February 2007
LeMarke Jewelers June 2001 - March 2006
Merrill Lynch May 1999 - June 2001
Skills
Social Media, Marketing Strategy, Integrated Marketing, Media Buying, Brand Development, Brand Awareness, Brand Communication, Online Branding, Company Branding, Brand Equity, Brand Architecture, Corporate Branding, Email Marketing, Marketing Research, Online Marketing, Product Marketing, Marketing Communications, Social Media Marketing, Digital Marketing, SEO, SEM, Seminars, Event Marketing, Event Planning, Event Management, CRM software, Salesforce.com, Silverpop, Email Automation..., CRM Integration, Team Management, Team Leadership, Marketing, Advertising, Online Advertising, CRM, Sales Management, Direct Marketing, Public Relations, Strategy, Sponsorship, Brand Management, Creative Direction, Product Development, Management, B2B, Blogging, Market Analysis, Market Planning, Media Planning
Education
Walden University 2009 — 2010
MBA, Marketing
Texas A&M University 1988 — 1993
B.S., Psychology
ACell, Inc. 2010 - Present
BIOMET Texas 2002 - 2010
Merrill Lynch 1997 - 2002
Skills
Market Development, Operating Room, Capital Equipment, Surgeons, Surgical Instruments, Medical Devices, Sales Force Development, Urology, Product Launch, Orthopedic, Vascular, Surgery, Neurosurgery, Disposables, Commercialization, Cardiology, Spine, Capital Equipment Sales, Sales Effectiveness, Cath Lab, Interventional Radiology, Pharmaceutical Sales, Interventional..., ENT, OB/GYN, Biologics, Sales Management, Orthopedics
Education
Texas A&M University 1992 — 1996
Texas A&M College of Veterinary Medicine
TCU 1989 — 1992
Pre-Med, Biology
Texas College of Veterinary Medicine
Chevron April 2015 - Present
Chevron June 2013 - April 2015
Merrill Lynch June 2012 - November 2012
ThyssenKrupp 2010 - 2011
Skills
Sales, Investments, Portfolio Management, Microsoft Office, Customer Service, Marketing Communications, Financial Analysis, Financial Accounting, Accounting
Education
Texas A&M University 2010 — 2013
Finance, Finance
Plano Senior High 2007 — 2009
Bell Helicopter November 2013 - Present
Bell Helicopter May 2011 - November 2013
Century 21 Tim Gauntt Co. November 2009 - April 2012
ROPA Exploration Corp. February 2007 - June 2010
Wells Fargo Bank November 2003 - February 2007
Young Life June 2001 - November 2003
Merrill Lynch 1995 - 2001
Skills
Risk Management, Investments, Banking, Finance, Budgets, Contract Negotiation, Commercial Banking, Real Estate, Analysis, Negotiation, Account Management, Accounting, Relationship Management, Financial Analysis, Consulting, Supply Chain, Procurement, Wealth Management, Portfolio Management, Strategy, Business Process..., Financial Modeling, Mergers, Business Strategy, Management Consulting, Business Planning, Due Diligence, Accounts Payable, Credit, Strategic Financial..., Equities, Mutual Funds, Credit Analysis, Insurance, Leadership, Microsoft Excel, Business Analysis, Business Development, Mergers & Acquisitions, Team Leadership, Management, Training, Vendor Management, Small Business, Government Procurement, Helicopters, Loans, Aerospace
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2012
MBA, Business Administration, 3.83
Texas A&M University 1990 — 1993
BBA, Business Management
Murphy Energy February 2013 - Present
Merrill Lynch June 2011 - December 2012
Skills
Microsoft Word, Facebook, Microsoft Excel, Microsoft Office, Social Media, Marketing, Social Networking, Marketing Communications, Social Media Marketing, Event Planning
Education
Texas A&M University 2009 — 2012
Bachelor of Arts (BA), Communication
FMC Technologies November 2014 - Present
FMC Technologies April 2013 - November 2014
Merrill Lynch July 2011 - April 2013
Bank of America September 2009 - July 2011
Skills
Primavera P6, SAP, Investments, Portfolio Management, Strategic Financial..., Client Counseling, Project Planning, Financial Analysis, Sales, Salesforce.com, Microsoft Office, Project Management, Asset Management, Financial Planning, Customer Service
Education
Texas A&M University
KPMG US August 2014 - Present
KPMG US January 2013 - March 2013
Merrill Lynch May 2011 - July 2011
Skills
Microsoft Excel, Report Writing, Interpersonal..., Latin American Business, Financial Analysis, Business Analysis, Economic Development
Education
Texas A&M University - Mays Business School 2013 — 2014
Master of Science (M.S.), Entrepreneurial Management
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accountancy and Economics as a Minor
Merrill Lynch July 2011 - Present
Gap Inc./Gap Inc. Direct November 2010 - August 2011
Self Employed August 2010 - December 2010
Bed Bath & Beyond May 2008 - May 2010
Bryan ISD August 2008 - December 2008
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Data Analysis, Event Planning, Spanish, Research, Sales, Training, Teamwork, Team Leadership, Analysis, Finance, Financial Analysis, Investments, Portfolio Management
Education
Texas A&M University 2007 — 2010
Bachelors, Spanish, Business
Saint Agnes Academy 2004 — 2007
Desert NDT June 2012 - Present
Service Corporation International December 2008 - June 2012
Invesco Aim July 2008 - December 2008
Dresser-Rand June 2005 - July 2008
Merrill Lynch May 2003 - August 2003
Skills
Mergers, Acquisitions, Managerial Finance, Financial Modeling, Forecasting, Valuation, Cash Flow, Financial Analysis, Due Diligence, Inventory Accounting, Accounting, Divestitures, Strategic Financial..., Mergers & Acquisitions, Project Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Analysis, Finance, Financial Reporting, Strategy, Budgets, Business Analysis, Leadership, Acquisition Integration, Cash Flow Forecasting, Corporate Finance, Variance Analysis, Financial Accounting
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
MBA, Accounting and Finance
Texas A&M University - Mays Business School 2001 — 2005
BBA, Finance
CCHS 1997 — 2001
Wells Fargo January 2014 - Present
Streetlights Residential May 2013 - August 2013
Merrill Lynch December 2010 - January 2011
Skills
Microsoft Excel, Social Networking, Commercial Real Estate, Financial Analysis, Microsoft Office, Negotiation, Investments, Market Analysis, Argus Modeling, GIS
Education
Texas A&M University - Mays Business School 2012 — 2013
Master of Real Estate
Texas A&M University
Bachelor of Arts, International Studies
American University of Cairo
PLH Group, Inc. August 2011 - Present
Fulcrum Power Services 2006 - 2010
JP Morgan Chase 2001 - 2006
Merrill Lynch 1996 - 2001
Affiliated Computer Services 1992 - 1996
Coopers & Lybrand 1988 - 1992
Skills
Strategic Planning, M&A, Private Equity, Capital Markets, Process Improvement, Shareholder Value, Board Relations, Diverse Industries, Big 4, Operations Focused, Change Management, Acquisition Integration, Systems Implementation, Sarbanes-Oxley, Entrepreneurship, Mergers & Acquisitions, Corporate Finance, Valuation, Cash Management, Executive Management, Financial Reporting, Auditing, Banking, Due Diligence, Budgets, Investment Banking, Forecasting, Restructuring, Business Development, Cost Accounting, Divestitures, Financial Accounting, FX, Interest Rate Hedging, International, Investor Relations, KPI, Managerial Accounting, Managerial Finance, Equipment Finance, Mentoring, P&L, Performance Improvement, Rating Agencies, Recapitalization, Risk Management, ROI, Servant Leadership, Team Building, Treasury Management
Education
The University of Chicago - Booth School of Business 1996 — 1999
MBA, Finance
Texas A&M University 1984 — 1988
B.B.A., Accounting
JPMorgan Chase & Co. February 2015 - Present
The Association of Former Students May 2014 - December 2014
Hometrust Mortgage June 2009 - July 2009
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word
Education
Texas A&M University 2010 — 2014
Economics
Weather Decision Technologies Inc. June 2013 - Present
Batteries Plus - Unplugged Solutions August 2007 - Present
ImpactWeather March 1988 - June 2013
Universal Weather and Aviation March 1988 - December 1995
Merrill Lynch June 1985 - March 1988
United States Marine Corps August 1980 - July 1985
Skills
Weather Forecasting, Meteorology, Data Analysis, Customer Service, New Business Development, Sales Management, Business Development, Account Management, Project Management, Marketing Strategy, Product Development, Team Leadership, Business Strategy, Analysis, Weather, Energy, Team Building, Sales, Marketing, Leadership, Contract Negotiation, Forecasting, Operations Management, Product Management, Strategic Planning, Process Improvement, Project Planning, Start-ups, Climate, Strategy, Program Management, Risk Management, Entrepreneurship, Salesforce.com, Wind, Management, GIS, Training, Competitive Analysis, Cross-functional Team..., Renewable Energy, Management Consulting, Strategic Partnerships, Executive Management
Education
Texas A&M University 1976 — 1980
BS, Meteorology
Career Center, Texas A&M University December 2014 - Present
AIG June 2015 - August 2015
Merrill Lynch July 2011 - August 2014
Skills
ITIL, Incident Management, Problem Management, SQL, Requirements Analysis, Microsoft Office, Business Analysis, Process Improvement, Oracle, Tableau, Adobe Creative Suite, Data Warehousing, Service Desk Management, Technical Support, Help Desk Support, Problem Solving, Error Analysis, Performance Reporting, Maximo, Gomez, Root Cause Analysis, Post Event Analysis, Knowledge Management, Production Support, Troubleshooting, Discussion Facilitation, Brainstorm Facilitation, HTML, .NET, Investment Banking, Unix, Unix Shell Scripting, Agile Methodologies, PL/SQL, SDLC
Education
Texas A&M University - Mays Business School 2014 — 2016
MS - Management Information Systems, 4.00
Vellore Institute of Technology 2007 — 2011
Bachelor's Degree, Computer Science and Engineering, 3.92
Sri Chaitanya Junior College 2005 — 2007
High School, 95.9/100
St. Joseph's Public School 1993 — 2005
High School
Strategic Wealth Planning September 2013 - March 2015
Merrill Lynch June 2010 - August 2013
New York Life August 2008 - October 2009
Skills
401k, Defined Contribution, Defined Benefit, Retirement Plan..., Qualified Retirement..., Business Planning, Small Business..., Small Business, Portfolio Management, Investment Strategies, Financial Services, Retirement Planning, Pensions, Asset Allocation, Retirement, Investments, Mutual Funds
Education
Texas A&M University - Mays Business School 2004 — 2008
Management, Entrepreneurship
EY June 2014 - Present
University of Houston September 2012 - May 2014
Merrill Lynch February 2013 - August 2013
Texas A&M Football January 2010 - January 2012
Texas A&M University 2010 - 2012
Landmark Resources May 2006 - July 2006
Skills
PowerPoint, Microsoft Excel, Data Analysis, Microsoft Office, Analysis, Research, Public Speaking, Teamwork, Leadership Development, Sales, Excel, Writing, Event Planning, Outlook, Supervisory Skills, Coaching, Qualitative Research, Recruiting, Financial Modeling, DCF Valuation, Financial Statement..., M&A Modeling, Corporate Finance
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Texas A&M University 2005 — 2009
Sports Management
Collegiate
Emco Contracting September 2015 - Present
Essendant June 2015 - September 2015
Target June 2010 - May 2015
Merrill Lynch May 2008 - August 2008
Kidventure Inc. May 2007 - August 2007
Skills
Team Building, Talent Management, Market Research, Supply Chain Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Sales, Marketing, Inventory Management, Leadership, Microsoft Word, Recruiting, Team Leadership, Operations Management
Education
Texas A&M University 2006 — 2010
Bachelor of Science (BS), Marketing
NCA
Grayco Partners March 2014 - Present
Morgan Stanley May 2011 - Present
UBS January 2009 - May 2009
Merrill Lynch May 2007 - May 2008
The Club at Carlton Woods June 2005 - April 2007
Education
Texas A&M University 2008 — 2012
Finance
Texas A&M University - Mays Business School 2008 — 2012
BA, Finance
Texas A&M University August 2013 - Present
Texas A&M University July 2012 - Present
Merrill Lynch June 2013 - August 2013
SunGard Global Services July 2010 - July 2012
Skills
Java, Spring, Hibernate, WebSphere MQ, C, C++, Apache, Core Java, Struts, Perforce, JIRA, Tortoise SVN, Eclipse, MySQL, Microsoft SQL Server, SSAS 2008, SSRS, Report Builder 3.0, UML, jQuery, PHP, Test Driven Development, JUnit
Education
Texas A&M University 2012 — 2013
Master's degree, Management Information Systems, GPA: 3.875 / 4.0
Cummins College of Engineering 2006 — 2010
Bachelor of Engineering (BE), Information Technology
Cimarex Energy November 2014 - Present
EQT May 2014 - August 2014
Endeavor Equity June 2006 - June 2013
Millennium Partners January 2000 - December 2005
Laterman & Co - The Palladin Group January 1997 - December 1999
Merrill Lynch August 1994 - August 1996
Skills
Hedge Funds, Venture Capital, Private Equity, Energy, Asset Management, Entrepreneurship, Investment Banking, Finance, Equities, Investments, Mergers
Education
Texas A&M University 2015 — 2015
Graduate Continuing Education Program, Harold Vance School of Petroleum Engineering
University of Pittsburgh 2012 — 2014
Master of Science (M.S.), Petroleum Engineering
University of Notre Dame 1992 — 1994
Bachelor of Science (B.S.), Finance
Peregrine Pipeline Co., LP 2012 - Present
Granbury ISD August 2009 - January 2012
Brenham ISD July 2006 - August 2009
Altrusa International, Inc. 1991 - 1999
American Mothers, Inc. 1996 - 1998
Chase Bank 1986 - 1990
Literacy Advance of Houston 1983 - 1989
Merrill Lynch 1982 - 1986
Skills
Oil, Microsoft Office, Gas, Energy, Investments, Direct Sales, Education, Curriculum Development, Curriculum Writing, Curriculum Design, Investor Relations, Portfolio Management, Commodities, Training Seminars
Education
Texas A&M University
BBA, Finance, General
University of Houston-Clear Lake
MS, Finance, General
Merrill Lynch 2010 - Present
Education
Texas A&M University 2003 — 2006
B.S
Downtown IT LLC June 2012 - Present
IntelliThreat September 2009 - June 2012
GKG.NET, INC. July 1993 - September 2009
TAMU - Institute for Innovation and Design in Engineering June 1991 - July 1993
Merrill Lynch September 1989 - May 1991
Sherwood Capital August 1987 - September 1989
Skills
Sales, Strategic Planning, Business Development, Finance, Budgets, Project Management, Engineering, Financial Analysis, Program Management, Team Leadership, Leadership, Web Services, Team Building, Start-ups, Microsoft Office, Cloud Computing, Business Planning, New Business Development, Sales Management, Analysis, Account Management, Management, Public Speaking, Customer Service, Operations Management, Microsoft Excel, Marketing Strategy, Entrepreneurship, Marketing, Contract Negotiation, Solution Selling, Negotiation, Business Analysis, Risk Management, Strategy, Project Planning, Process Improvement, Management Consulting
Education
Texas A&M University 1991 — 1994
BS, Mechanical Engineering - Design
Texas A&M University 1982 — 1986
BBA, Management / Finance
Tastings Gourmet Market July 2006 - Present
sanofi-aventis 2000 - 2005
Merrill Lynch 1998 - 1999
Merrill Lynch 1993 - 1998
Skills
Sales Management, Marketing Strategy, New Business Development, Account Management, Sales, Forecasting, Negotiation, Purchasing, Retail, Strategic Planning, Product Development, Inventory Management, Sales Operations, Gourmet, Social Media Marketing, Marketing, Food
Education
Atelier Michel Cluizel 2009 — 2009
Diplome de Chocolat, Chocolate
L'Academie de Cuisine 2004 — 2004
Certificate, French Pastry & Baking
L'Academie de Cuisine 2003 — 2003
Certificate, French Culinary Techniques
Texas A&M University 1984 — 1993
BA, Finance
Valbridge Property Advisors June 2013 - Present
ThoreenHale Commercial Real Estate Advisors January 2011 - June 2013
Investment Realty Company, LC May 2010 - August 2010
Merrill Lynch March 2008 - September 2008
Skills
Appraisals, Leases, Market Research, Valuation, Property Management, Commercial Real Estate, Real Estate, Real Estate Economics
Education
Texas A&M University
Master of Science, Real Estate
Texas A&M University
Bachelor of Science
Goldman Sachs October 2013 - Present
GDF SUEZ August 2012 - October 2013
Texas A&M University August 2011 - August 2012
GDF SUEZ May 2011 - August 2011
CIMA ENERGY January 2011 - May 2011
Bloomberg June 2010 - August 2010
Trafigura January 2010 - May 2010
Merrill Lynch November 2007 - December 2009
Skills
Bloomberg, Financial Modeling, VBA, Technical Analysis, Trading, Team Leadership, Business Ethics, Commodity Markets, Microsoft Excel, Data Analysis, Negotiation, SAS, Power Markets, Natural Gas Trading, Options Strategies, Valuation, Derivatives, Project Management, Risk Management, Game Theory, Futures Trading, Financial Statement..., Finance, Equities, Investments, Financial Risk, Analysis, Hedging, Portfolio Management, Financial Markets, Financial Analysis, Commodity
Education
Texas A&M University - Mays Business School 2011 — 2012
MS, Finance
Texas A&M University - Mays Business School 2007 — 2011
BS, Finance
SunSource September 2014 - Present
Hydraulic Systems Inc. September 2012 - September 2014
Self Employed - Project Management August 2012 - September 2012
Transparent Value Funds June 2011 - August 2012
Ohio National Financial Services August 2008 - June 2011
Genworth Financial December 2004 - August 2008
AG Edwards February 2002 - December 2004
Merrill Lynch May 1999 - January 2002
Mannesmann Rexroth August 1994 - May 1999
Hydraquip Corporation June 1992 - August 1994
Skills
Mechanical Engineering, Fluid Power, Project Management, MS Project, Hydraulics, Hydraulic Systems, Hydraulic Calculations, Oil/Gas, Manufacturing, Access, Strategic Planning, Financial Advisory, Program Management, Asset Managment, Contract Management, Engineering, Financial Services, Process Engineering, Six Sigma, Cross-functional Team..., Change Management, Leadership, Management, Risk Management, Energy, Salesforce.com, Negotiation, Operations Management, Gas, Sales Management, Team Building, Project Engineering, New Business Development, Contract Negotiation, Project Coordination, Life Insurance, Asset Management, Business Planning, Petroleum, Sales, Process Improvement, Project Planning, Product Development, Strategy, Business Process..., Business Development, Executive Management, Business Strategy
Education
University of St. Thomas (TX) 1992 — 1996
MBA, Marketing
Texas A&M University 1985 — 1991
BS, Mechanical Engineering
Eni Trading & Shipping September 2011 - Present
Department of Justice, Criminal Division June 2014 - August 2014
Chevron October 2010 - August 2011
Chevron June 2006 - September 2010
Financial Industry Regulatory Authority May 2005 - August 2005
Merrill Lynch June 2004 - December 2004
Skills
Analysis, Internal Audit, Risk Assessment, Due Diligence, Leadership, Regulatory Compliance, Operational Risk..., Legal Research, Legal Writing, Legal Compliance
Education
University of Houston Law Center 2011 — 2015
Candidate for Juris Doctor
Texas A&M University 2002 — 2006
Bachelors of Business Administration, Finance
ECi Software Solutions 2013 - Present
Collaborative Agreements LLC 2012 - 2013
Australian Institute of Entrepreneurship 2011 - 2011
Aggie Angel Network 2011 - 2011
Merrill Lynch 2008 - 2010
Merrill Lynch 2007 - 2008
Pointe Capital 2007 - 2007
Skills
Financial Modeling, Pitch Books, PowerPoint, Bloomberg Terminal, Salesforce.com, Capital IQ, Microsoft Excel, Corporate Finance, Finance, Portfolio Management, Financial Analysis, Forecasting, Valuation, Strategy, Management, Business Strategy, Mergers & Acquisitions, Corporate Development, Wall Street Prep, CRM, Analysis, Wealth Management, Relationship Management, Investments, Due Diligence, Market Research
Education
Texas A&M University - Mays Business School 2010 — 2012
MBA
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts
Native Solutions, Inc. March 2014 - July 2015
Crowley ISD July 2011 - February 2014
Region 10 ESC and Independent Consulting 1995 - 2013
Rockwall High School, Rockwall ISD January 1993 - July 2003
Merrill Lynch January 1991 - December 1992
HDR Engineering July 1984 - October 1988
Skills
Curriculum Design,..., Instructional Design..., Secondary Education -..., Teacher - Advanced..., Standardized Testing..., Education Consulting, Use of General and..., Creating Presentations..., Presenter - Adult..., Educational Consulting, Microsoft Word, Curriculum Design, E-Learning, Teacher Training, Training, K-12, Staff Development, Tutoring, Curriculum Development, Editing, Writing, Nonprofits, Teaching, Management, Public Speaking, Administration, Research, Human Resources
Education
Texas A&M University - Commerce 2004 — 2010
Masters of Education, Educational Administration
Texas A&M University 1974 — 1978
B.S. Education Curriculum & Instruction, Mathematics and Psychology
Texas A&M University - College Station 1974 — 1978
B.S., Curriculum and Instruction
Merrill Lynch May 2015 - Present
ISN Software Corporation April 2014 - April 2015
AT&T Mobility May 2012 - April 2014
AT&T October 2011 - April 2012
Ceriani e Associati (Ceriani and Associates) January 2011 - May 2011
Messina Hof Winery and Resort April 2010 - August 2010
In-Home Healthcare May 2008 - August 2008
Memorial Hermann Baptist Hospital May 2008 - July 2008
Skills
Sales, Customer..., Training, Social Media, Public Speaking, Advertising, Marketing Strategy, Social Media Marketing, Management, Microsoft Office, Marketing, Leadership, Sales, Customer Service
Education
Texas A&M University 2007 — 2011
International Studies, Italian
Università Cattolica del Sacro Cuore
Merrill Lynch September 2013 - Present
Skills
Business Process..., ITIL, Risk Management, IT Strategy, Business Analysis, Enterprise Architecture, Senior Stakeholder..., Project Management, PMO, Software Project..., Program Management, Project Portfolio..., Asset Allocation, Wealth Management, Retirement Planning, Portfolio Management, Portfolio Optimization, Structured Finance, Personal Financial..., Financial Guidance, Quantitative Finance, portfolio planning, Portfolio Assessment, Banking, Stakeholder Management, Financial Reporting, Architecture, Machine Learning, Project Delivery, Predictive Analytics, Predictive Modeling, Senior Program..., Management, Change Management, Leadership, Analysis, Business Planning, Executive Management, Project Planning, Business Process, Governance, Management Consulting, Strategic Partnerships, Business Transformation, Business Intelligence, SDLC
Education
The University of Chicago - Booth School of Business 2013 — 2013
CIMA Program, Banking, Corporate, Finance, and Securities Law
Texas A&M University - Mays Business School 1996 — 1998
MBA, Strategy
Texas A&M University 1988 — 1993
BBA, International Management
Texas Permanent School Fund December 2014 - Present
The Iron Yard April 2014 - June 2014
Arcapita February 2008 - March 2014
Sama Dubai April 2007 - February 2008
Gladstone Commercial June 2006 - March 2007
Merrill Lynch June 2005 - August 2005
JPMorgan Chase June 2001 - June 2004
Skills
Real Estate Development, Due Diligence, Financial Modeling, Portfolio Management, Asset Managment, Private Equity, Financial Analysis, Mergers & Acquisitions, Credit Analysis, Real Estate Investment, Underwriting, Investments, Investment Properties, Real Estate, Capital Markets, Asset Management, Management, Business Planning, Business Development, Finance, Entrepreneurship, Venture Capital, Acquisitions, Project Planning, iOS development, Objective-C
Education
University of Virginia - Darden Graduate School of Business Administration 2004 — 2006
MBA
Texas A&M University 1996 — 2000
B.A., Economics / International Studies
Chevron October 2011 - Present
JP Morgan Chase April 2010 - October 2011
BP Exploration and Production November 2009 - April 2010
BP North America Gas And Power January 2006 - November 2009
Merrill Lynch October 2005 - February 2006
Shell October 2002 - October 2005
Enron January 2000 - October 2002
Skills
.NET, JAVA, Oracle SQL, Visual C#, ASP.NET, UML, Access, GIS, HTML, J2EE, Visio, Weblogic, XML, FIX Protocol, Aegis, dotTrace, ANTS Profiler, Java, SQL, Agile Methodologies, Software Development
Education
Texas A&M University
B.S. Computer Science
University of Houston Clear Lake
Masters of Computer Science
University of Houston-Clear Lake
MS Computer Science, Database Design
WhiteHorse Capital Partners March 2007 - June 2010
Challenger Capital Group August 2006 - March 2007
Merrill Lynch June 2005 - August 2005
Citigroup Asset Management August 2001 - May 2004
Skills
Hedge Funds, Valuation, Portfolio Management, Equity Research, Investment Banking, Financial Modeling, Equities, Investments, Capital Markets
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
Texas A&M University 1997 — 2001
BBA, Finance
Merrill Lynch January 2008 - Present
Merrill Lynch March 2005 - December 2007
Skills
Investments, Portfolio Management, Wealth Management, Series 7, Banking, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Financial Planning, Fixed Income, Management, Mutual Funds, Risk Management, Securities
Education
Texas A&M University 1999 — 2003
Business, Marketing
Texas A&M University - Mays Business School 1999 — 2003
Dell January 2010 - Present
Dell September 2003 - January 2010
Merrill Lynch January 2002 - August 2003
The Equine Clinic August 1980 - September 2001
Skills
Management, Cross-functional Team..., Project Management, Team, Storage, Program Management, Process Improvement, Product Marketing, Vendor Management, Team Leadership, Pre-sales, Virtualization, Data Center, Leadership, Channel Partners, Sales Operations, Partner Management
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2001
MBA, Business Management
Texas A&M University 1977 — 1980
DVM, Veterinary Medicine
Texas A&M University 1974 — 1977
BS, Animal Science
Cypress Operating July 2011 - Present
Merrill Lynch June 2010 - August 2010
Anadarko Petroleum - Delaware Basin July 2007 - May 2009
Anadarko 2005 - 2007
Anadarko 2004 - 2005
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Business
Texas A&M University 1999 — 2004
Bachelor of Science (BS), Petroleum Engineering
Aon Benfield September 2014 - Present
Aon Risk Services February 2008 - September 2014
TopSource Global Solutions May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
UBS April 2006 - September 2006
Skills
Commercial Insurance, Underwriting, Casualty, Brokers, Insurance Brokerage, Insurance, Liability, Risk Management, Energy, Financial Risk, Licensed Property &..., Reinsurance, Oil & Gas Industry, Property & Casualty..., Workers Compensation
Education
Texas A&M University 2003 — 2007
BS, Economics & Political Science
Merrill Lynch January 2010 - Present
JPMorgan Chase 2004 - January 2010
Reliant Resources August 2000 - July 2004
Hardy Software Systems 1998 - 2000
Skills
Trading Systems, Trading, Software Development, Vendor Management, SOA, Equities, Derivatives, Market Data, Commodity, Electronic Trading, Unix, Agile Methodologies, Fixed Income, Analysis, SDLC, Investment Banking, Low Latency, Equity Derivatives, Reference Data
Education
Texas A&M University 1994 — 1998
Merrill Lynch January 2005 - Present
American Express 2001 - 2005
Skills
Series 7
Education
Texas A&M University 1993 — 1997
Martin Energy Trading LLC May 2014 - Present
Martin Energy Trading LLC November 2012 - Present
Fuel Exchange May 2012 - November 2012
Merrill Lynch October 1996 - April 2011
Sabine Hub Services, Texaco Natural Gas July 1994 - October 1996
Skills
Energy Trading, Natural Gas, Commodity, Commodity Markets, Derivatives, Energy, Energy Markets, Financial Analysis, Financial Modeling, Hedging, Natural Gas Trading, Options, Valuation, Market Risk, Trading, Commodity Risk...
Education
Texas A&M University 1989 — 1994
Bachelor of Business Administration (BBA), Finance
Greystar April 2011 - Present
Prosperity Bank February 2010 - September 2010
North Houston Bank April 2008 - March 2010
Merrill Lynch August 2003 - February 2008
Merrill Lynch Capital 2003 - 2008
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Underwriting, Real Estate Economics, Portfolio Management, Loan Origination, Financial Analysis, Real Estate, Banking
Education
Texas A&M University - Mays Business School 1997 — 2002
Master's degree, Rea Estate
Wayne, A GE Energy Business December 2013 - Present
Wayne, A GE Energy Business March 2011 - Present
Vargo Companies July 2009 - March 2011
Merrill Lynch March 2006 - July 2009
Software Architects 2004 - 2006
Skills
SDLC, XML, Oracle, Application Architecture, Business Analysis, Enterprise Architecture, .NET, SOA, Test Driven Development, WCF, Agile Methodologies, Java, Software Development, SSIS, Sybase, C#, Engineering Management, TFS, Risk Management, Microsoft SQL Server
Education
Texas A&M University 2000 — 2004
Bachelor of Science (BS), Computer Engineering
Trianz December 2013 - September 2014
Phoenix Management Consulting January 2013 - December 2013
Morgan Stanley March 2012 - November 2012
Deutsche Bank January 2011 - December 2011
Barclays Capital October 2009 - January 2011
Fannie Mae February 2009 - September 2009
Merrill Lynch May 2005 - December 2008
Morgan Stanley January 2004 - May 2005
Fast Path Consulting Inc. January 1998 - December 2003
Skills
Program Management, Project Portfolio..., Programme Governance, Vendor Management, Electronic Trading, Low Latency Trading, Trading Systems, Securities Regulation, Equities, Derivatives, SDLC, PMO, Business Analysis, Risk Management, Management Consulting, Governance, Project Management, Software Project..., Financial Services, Databases, Change Management, Outsourcing, Reference Data, Trading, Market Data, Exchange Connectivity, Integration, Software Development, Requirements Analysis, Business Intelligence, Enterprise Architecture, PMP, Agile Project Management, Agile Methodologies, Management, Portfolio Management, Product Management, IT Strategy, Consulting, Software Documentation, Project Planning, Analytics, Financial Risk, ITIL, Infrastructure, Low Latency, Fixed Income, CRM, Sybase, Investment Banking
Education
University of California, San Diego
Master's degree, Neuroscience
Texas A&M University
B.S., Biology
WashingtonFirst Bank January 2013 - Present
WashingtonFirst Bank September 2010 - December 2012
WashingtonFirst Bank March 2008 - August 2010
Merrill Lynch October 2007 - February 2008
Keel Point, LLC 2005 - 2007
American Anglican Council January 2004 - January 2005
Skills
Banking, Banking Relationships, Commercial Banking, Credit, Finance, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Private Banking, Risk Management, Commercial Lending
Education
Texas A&M University 1999 — 2003
B.S., Political Science
Houston Dynamo March 2009 - Present
Free World Entertainment April 2008 - Present
AssetNation September 2008 - March 2009
Houston Dynamo January 2008 - March 2009
Merrill Lynch February 2008 - September 2008
Skills
Ticket Sales, Sponsorship, Sports Management, Sports Marketing, Sports, Event Management, Marketing, Sponsorship Sales, Soccer, Social Media Marketing, Sponsorship Activation, Event Planning, Television, Broadcast, Radio, Social Media, Social Networking, Management, Sales, Public Relations
Education
University of Houston 2006 — 2008
BBA, Management & Marketing
Texas A&M University 2004 — 2006
Management, Finance
West Oaks Energy, LP January 2013 - March 2015
Inertia Power October 2013 - November 2014
Draxis Energy Management L.P. July 2008 - December 2012
Merrill Lynch May 2004 - May 2008
Koch Industries May 1999 - May 2004
The Weather Channel May 1996 - May 1999
Skills
Commodity Markets, Commodity, Natural Gas, Weather, Energy, Wind, Trading, Meteorology, Weather Forecasting, Energy Markets, Data Analysis, Forecasting, Risk Management, Statistical Modeling, MySQL, Microsoft SQL Server, Matlab, Microsoft Excel, Unix, Perl, Java, Python, C, Fortran, C#, Linux, Golf, Fishing
Education
Texas A&M University 1993 — 1996
Master of Science (M.S.), Meteorology
Texas A&M University 1988 — 1992
Bachelor of Science (B.S.), Meteorology
Cielo Property Group March 2014 - Present
World Class Capital Group May 2012 - March 2014
Merrill Lynch May 2010 - December 2011
United States Marine Corps September 2004 - September 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Asset Managment, Investments, Security Clearance, Due Diligence, Military, Government, Mergers, Military Operations, DoD, Cross-functional Team..., National Security, Mergers & Acquisitions, Asset Management, Private Equity, Strategy, Corporate Finance, Risk Management, Analysis, Portfolio Management, Competitive Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Texas A&M University 2001 — 2004
BA, Political Science
Bank of America Merrill Lynch August 2015 - Present
Whitney Bank October 2014 - July 2015
Regions Financial Corporation March 2014 - October 2014
BBVA Compass September 2010 - March 2014
Citibank Texas, N.A. August 2008 - October 2010
Merrill Lynch March 2005 - August 2008
Amegy Bank October 2003 - March 2005
Skills
Commercial Banking, Loans, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Small Business Lending, Treasury Management, Banking, Underwriting, Financial Analysis, Lines Of Credit, Credit Risk, Investments, Asset Based Lending, Mortgage Lending, Loan Origination, New Business Development, Retail Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Science (B.S.), Economics
Bank of America February 2009 - Present
Merrill Lynch 2007 - 2009
Booz Allen Hamilton January 2000 - January 2007
Unites States Marine Corps August 1989 - January 2000
Education
University of San Diego 2002 — 2006
MBA, Management
Texas A&M University 1984 — 1989
Civil Engineering / Architecture, Construction Science
Merrill Lynch May 2011 - Present
Agennix October 2010 - May 2011
Vivante GMP Solutions, Inc. June 2009 - July 2009
Introgen Technical Services, Inc. November 2008 - June 2009
Introgen Therapeutics, Inc. June 2001 - November 2008
Regulatory Outsouce Consulting March 2003 - August 2003
Agennix November 1999 - June 2001
Skills
Biotechnology, Quality Assurance, GMP, Sop, Quality System, Regulatory Submissions, Auditing, Lifesciences, Regulatory Affairs, Pharmaceutical Industry, Quality Control, Clinical Research, FDA, Validation, Clinical Monitoring, Technology Transfer, Change Control, Clinical Trials, 21 CFR Part 11
Education
Texas A&M University 1994 — 1998
BS, Biomedical Science
Targa Resourc September 2009 - Present
Shell Energy North America 2009 - 2009
Merrill Lynch Commodities, Inc. 2004 - 2009
Merrill Lynch 2004 - 2008
Entergy-Koch Trading, LP 1998 - 2004
Koch Industries 1979 - 1995
Koch Industries 1979 - 1995
Skills
Natural Gas, Gas, Scheduling, Transportation, Energy, Pipelines, Process Scheduler, Trading, Energy Markets, Petroleum, Business Development, Commodity, Commodity Markets, Energy Industry, Risk Management, Oil & Gas, Hedging, Management, Contract Management, Financial Modeling, Contract Negotiation, Options, Derivatives, Upstream
Education
University of St. Thomas Houston, TX 1990 — 1995
BA, Marketing
Texas A&M University 1975 — 1977
Petroleum Engineering
Orthofix January 2015 - Present
Orthofix June 2010 - December 2014
Orthofix February 2009 - June 2010
Concentra November 2007 - November 2008
Cottonwood Financial June 2005 - November 2007
Hibernia National Bank May 2004 - June 2005
Merrill Lynch June 2003 - August 2003
Skills
Financial Modeling, Leadership, Forecasting, Management, Sales, Finance, Account Management
Education
Texas A&M University 1999 — 2004
BBA, Finance
Texas A&M University - Mays Business School 1999 — 2004
Finance, Finance
Nomura May 2015 - Present
Flextrade October 2008 - May 2015
Jefferies 2006 - 2008
Tadawul 2004 - 2006
Pacific Stock Exchange July 2003 - February 2004
Merrill Lynch 2001 - 2003
Education
Texas A&M University 1999 — 2001
M.S
Rubicon Oilfield International September 2015 - Present
CSL Capital Management, LLC June 2012 - August 2015
Simmons & Company International July 2010 - June 2012
Merrill Lynch June 2009 - August 2009
Merrill Lynch April 2008 - March 2009
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Accounting, Investments, Bloomberg, Mergers & Acquisitions, LBO, Private Equity, Equity Research, Capital Markets, Restructuring, Finance
Education
Texas A&M University - Mays Business School 2005 — 2010
Master of Science (M.S.), Accounting/Finance
ETF Securities October 2013 - Present
Van Eck Global 2009 - August 2013
Merrill Lynch 2007 - 2009
Thomson Reuters 1998 - 2006
Skills
SQL, Databases, Microsoft SQL Server, Database Design
Education
Texas A&M University
BS, Computer Science
Merrill Lynch August 2007 - Present
A.G. Edwards & Sons, Inc. May 2005 - August 2007
Skills
Investments, Series 7, Wealth Management, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University
Red Bridge Energy November 2013 - Present
Proforma May 2013 - Present
Assessment Technologies LTD July 2012 - Present
Merrill Lynch July 2009 - December 2010
J.P. Morgan November 2004 - July 2009
Raymond James Financial Inc. 2002 - 2004
Merrill Lynch 2000 - 2001
USAA 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Corporate Strategy..., Marketing Strategy, New Business Development, Sales, Corporate Sales..., Certified Financial..., Investment Strategies, Hedge Funds, Private Equity, Private Banking, Alternative Investments, Real Estate, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Finance, Wealth Management, Financial Services, Due Diligence, Insurance, Estate Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Business Administration
Texas A&M University 1987 — 1991
Bachelor of Arts (BA), Chemistry
Retirement Income Planners June 2015 - Present
US Navy Reserve October 2011 - Present
JPMorgan Chase Bank, N.A. November 2013 - June 2015
Merrill Lynch November 2011 - November 2013
USAA February 2011 - November 2011
Morgan Stanley May 2010 - February 2011
Peak Investments January 2007 - May 2010
Skills
Customer Service, Insurance, Process Improvement, Sales, Series 63, Team Building
Education
Texas A&M University 2014 — 2014
Certified Financial Planner Program
Texas A&M University-Commerce 2011 — 2013
MBA, Accounting, 3.58
Texas A&M University 2001 — 2008
BS, Agricultural Economics, Spanish, 3.04
LPL Financial April 2009 - Present
Barclay Financial Services April 2009 - Present
Merrill Lynch 2003 - 2009
Banc One Securities 1990 - 2003
Cullen Bank 1989 - 1991
Education
Texas A&M University 1982 — 1986
BS, Economics, General Business
Merrill Lynch March 2015 - Present
RBC Wealth Management September 2011 - March 2015
Raymond James & Associates, Inc January 2008 - August 2011
RBC Dain Rauscher September 2006 - December 2007
Dain Rauscher 2000 - 2002
Michael J. Chaney, M.D 1997 - 1999
Micro-Flo Industries 1992 - 1997
Education
Texas A&M University
Bachelor of Science, Psychology
Saybrus Partners November 2013 - Present
Allstate Financial April 2006 - Present
Capital One November 2004 - April 2006
Legg Mason May 2003 - November 2004
Merrill Lynch November 2001 - May 2003
Simplex 1993 - 1998
Education
Texas A&M University 1981 — 1986
Bachelor of Arts, History
Teh American School in London (England) 1979 — 1981
High School Diploma
Cephas Partners February 2012 - Present
Merrill Lynch July 2000 - February 2012
Skills
Chartered Financial...
Education
Texas A&M University 1998 — 2000
MBA, Finance
Texas A&M University 1995 — 1998
Bachelor of Science (BS), Agribusiness
Merrill Lynch May 1994 - Present
Skills
Options, Equities, Fixed Income, Portfolio Management, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management..., ETFs, Investment Strategies, Retirement Planning, Bonds, Securities, Financial Services, Private Equity, Communication Skills, Investments, Finance
Education
Texas A&M University 1987 — 1992
Business, Marketing
Merrill Lynch September 2004 - Present
Capstone Asset Management November 1999 - August 2004
Spires Financial, L.P. August 1997 - October 1999
AIM Investments December 1996 - July 1997
Education
Texas A&M University
BBA
JTV&A 1974 - Present
Merrill Lynch January 1970 - December 1973
IBM April 1964 - December 1967
Skills
Strategic Planning, New Business Development, Business Strategy, Customer Service, Team Building, Financial Analysis, Sales Management, Marketing Strategy, Project Management, Insurance, Risk Management, Management, Marketing, Negotiation, Business Development, Sales, Leadership, Public Speaking, Budgets, Mergers & Acquisitions
Education
Texas A&M University 1956 — 1960
Bachelor of Arts (B.A.), History
The University of Texas at Austin 1958 — 1958
Summer Courses, History
Koch Energy Services, LLC September 2013 - Present
Koch Energy Services, LLC March 2011 - November 2013
Deutsche Bank August 2009 - November 2010
Merrill Lynch August 2008 - June 2009
Merrill Lynch July 2006 - August 2008
Education
Texas A&M University 1990 — 1994
Bach.Sc., Economics
Wells Fargo Advisors Financial Network, LLC November 2012 - Present
Merrill Lynch August 2007 - November 2012
Skills
Retirement Planning, Mutual Funds, Alternative Investments, Investment Strategies, Investments, Securities, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation, Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, Insurance, Investment S, Retirement, Retirement Plan..., Retirement Plann, Retirement Savings, Risk Management, Securi, Multi-generational..., Stock Analysis, Strategic Planning, Estate Planning...
Education
Texas A&M University 2002 — 2006
Bachelor, Economics
Merrill Lynch September 2011 - Present
Education
Texas A&M University
Merrill Lynch January 2006 - Present
Skills
Fixed Income, Series 7, Equities, Asset Management, Retirement, Wealth Management..., Investment Strategies, Portfolio Management, Mutual Funds, Series 65, Estate Planning, Financial Advisory, Financial Analysis, Investments, Retirement Planning, Risk Management, Wealth, Wealth Management
Education
Texas A&M University 1986 — 1992
Bachelor of Science (BS)
Morgan Stanley Smith Barney August 2010 - Present
Merrill Lynch May 2007 - August 2010
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Financial Planning, Series 63
Education
Texas A&M University
Bachelor's degree
University of St. Thomas (TX)
Master of Business Administration (MBA), Finance
Republic Services May 2014 - Present
Republic Services Inc March 2009 - Present
Merrill Lynch July 2007 - March 2009
Cintas May 2001 - July 2007
Skills
Team Building, Forecasting, Customer Service, Customer Retention, Budgets, Income Statement, Sales Management, Process Improvement, Operations Management, Waste Management, Waste, Contract Negotiation
Education
Texas A&M University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alaro, Inc. May 2013 - August 2015
Merrill Lynch June 2012 - May 2013
Quantum Resources Management, LLC May 2011 - August 2011
Skills
Sage 50, Accounting, Microsoft Excel, Internal Audit, Bank Reconciliation, Accounts Payable, Accounts Receivable, Sales & Use Tax, Property Tax, Motor Vehicle Rental Tax, Heavy Duty Diesel Tax, Audits of Employee..., Cash Flow Forecasting, Leadership, Time Management
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Hines January 2015 - Present
Hines May 2014 - August 2014
Merrill Lynch October 2012 - May 2014
MetroBank, NA May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Technical Analysis, Bloomberg Terminal
Education
Texas A&M University 2013 — 2014
Master of Real Estate, Land Economics & Real Estate
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Strake Jesuit College Preparatory
Aflac September 2006 - Present
Merrill Lynch 2001 - 2002
Aid Association for Lutherans 1997 - 2000
Education
Texas A&M University
Vitol Group of Companies May 2014 - Present
Musket Corp November 2012 - May 2014
BP July 2011 - November 2012
Merrill Lynch November 2010 - January 2011
Skills
Energy Industry, Natural Gas, Petroleum, Commodity Markets, Derivatives, Energy, Financial Risk, Financial Analysis, Gas, Commodity
Education
Texas A&M University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
TriFection Remodeling & Construction February 2011 - Present
Bank of America Merrill Lynch June 2002 - February 2011
Credit Suisse August 2001 - May 2002
Washington Mutual 1997 - 1999
Merrill Lynch 1996 - 1997
Olde Stockbrokers 1994 - 1996
Skills
Asset Management, Business Strategy, Financial Analysis, Management, Customer Service, Valuation
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Accounting
Texas A&M University 1989 — 1993
Bachelor of Science, Economics