Patriot Wealth Management, Inc.

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Patriot Wealth Management, Inc. Employees

Employee
Years
Job
Industry
Baron Davis Baron Davis Houston, Texas Area Details
Baron Davis's Patriot Wealth Management, Inc. Experience June 2009 - August 2009
Job Investment Banking Analyst at UBS
Industry Investment Banking
Experience
UBS Investment Bank  June 2015 - Present
Barclays Investment Bank  June 2013 - August 2013
Promenade Homes   July 2012 - August 2012
TXL Mortgage Corporation  June 2010 - August 2010
Patriot Wealth Management, Inc.   June 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Data Entry, Microsoft Word, Social Media, Valuation, Investments, Data Analysis

Education
The University of Texas at Austin - Red McCombs School of Business   2014 — 2015
M.S. Finance (MSF), Energy Finance

Harvard University   2010 — 2014
Bachelor's degree, Economics

Spring Branch Memorial High School   2006 — 2010
Diploma

Gerard Pollard Gerard Pollard Houston, Texas Area Details
Gerard Pollard's Patriot Wealth Management, Inc. Experience March 2015 - Present
Job Portfolio ManagerFixed Income at Patriot Wealth Management
Industry Investment Management
Experience
Patriot Wealth Management, Inc.   March 2015 - Present
Invesco  February 2012 - April 2014
Invesco Ltd.  February 2007 - January 2012
Invesco Aim  February 1998 - January 2007

Skills
Alternative Investments, Asset Allocation, Mutual Funds, Investments, Bloomberg, Asset Managment, Municipal Bonds, Asset Management, Credit Analysis, ETFs, Equities, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management, Securities, Bonds

Education
University of Houston
B.B.A., Finance

University of St. Thomas (TX)
M.B.A., Finance

Todd Hanslik Todd Hanslik Houston, Texas Details
Todd Hanslik's Patriot Wealth Management, Inc. Experience January 2004 - Present
Job Shareholder/Principal at Patriot Wealth Management, Inc.
Industry Investment Management
Experience
Patriot Wealth Management, Inc.   January 2004 - Present
Kanaly Trust Company  August 2001 - December 2003

Education
The University of Texas at Austin
BBA/MBA

Rosabel Dana Rosabel Dana Houston, Texas Details
Rosabel Dana's Patriot Wealth Management, Inc. Experience July 2013 - Present
Job Executive Assistant Compliance
Industry Financial Services
Experience
Patriot Wealth Management, Inc.   July 2013 - Present
Sanders Morris Harris  July 2008 - 2013
Sanders Morris Harris  June 2008 - March 2012
Sanders Morris Harris  May 1998 - June 2008
GulfStar Group  1992 - 1998

Skills
Investments, FINRA, Series 7, Financial Analysis, Risk Management, Accounting, Management, Securities, Equities, Financial Services, Microsoft Office

Education
University of Houston-Downtown   2006 — 2009
Bachelor of Business Administration (BBA), Finance, General

Leandra Pilar Barrett Leandra Pilar Barrett Hanover, New Hampshire Details
Leandra Pilar Barrett's Patriot Wealth Management, Inc. Experience June 2011 - August 2011
Job Assistant Director of Admissions at Dartmouth College
Industry Education Management
Experience
Dartmouth College  July 2015 - Present
Dartmouth College  March 2014 - June 2015
Dartmouth College  January 2014 - June 2014
Patriot Wealth Management, Inc.   June 2011 - August 2011
The Law Office of Cristina Rosales Soliz   August 2010 - June 2011

Skills
Fundraising, Research, Latin American Studies, Community Outreach, Youth Outreach, Mentoring, Teamwork, Event Planning, Event Management, Public Speaking, Advertising

Education
Dartmouth College   2011 — 2015
Bachelor of Arts (BA) with high honors, Latin American, Latino, and Caribbean Studies

Danielle Castillo Danielle Castillo Spring, Texas Details
Danielle Castillo's Patriot Wealth Management, Inc. Experience June 2008 - March 2012
Job Houston, TX
Industry Marketing and Advertising
Experience
Condon & Company, P.C.   April 2012 - June 2015
Patriot Wealth Management, Inc.   June 2008 - March 2012
Coldwell Banker The Condo Store  October 2003 - June 2008
Olivo Companies, Inc.   May 1998 - October 2003

Skills
Marketing, Referrals, Real Estate Transactions, Notary Public, Sales, New Home Sales, Executive Office..., Leases, Luxury, Condos, Foreclosures, ABR, Closings, Real Estate Financing, Real Estate Marketing, Real Estate Economics, Executive Management, Executive Reporting, Sales Management, Budgets, Strategy, Negotiation, Contract Negotiation, Management, Project Management, Microsoft Office, Leadership, New Business Development

Education
Champions School of Real Estate   2003 — 2004
Real Estate License, Real Estate

Lone Star College System   1999 — 2000

Sydney Motes Sydney Motes Houston, Texas Area Details
Sydney Motes's Patriot Wealth Management, Inc. Experience July 2004 - Present
Job Principal at Patriot Wealth Management, Inc.
Industry Financial Services
Experience
Patriot Wealth Management, Inc.   July 2004 - Present
Kanaly Trust Company  December 2001 - July 2004
PricewaterhouseCoopers  August 1992 - November 2001

Skills
Strategic Financial..., Auditing, Tax, Asset Management, Wealth Management, Investments, Investment Advisory, Portfolio Management, High Net Worth..., Leadership, Investment Management, Alternative Investments, Financial Analysis, Asset Managment

Education
Baylor University - Hankamer School of Business   1988 — 1992

Robert Leslie Robert Leslie Houston, Texas Area Details
Robert Leslie's Patriot Wealth Management, Inc. Experience July 2013 - Present
Job Chief Investment Officer at Patriot Wealth Management, Inc.
Industry Investment Management
Experience
Patriot Wealth Management, Inc.   July 2013 - Present
Brasada Capital Management   2008 - July 2013
Invesco Aim  1998 - 2005
Darien Capital Management   1994 - 1998
United Mine Workers of America Health and Retirement Funds   1985 - 1994
Xerox Corporation  1984 - 1985

Skills
Equities, Asset Allocation, Alternative Investments, Hedge Funds, Portfolio Management, Equity Research, Valuation, Mutual Funds, ETFs, Securities, Investment Advisory, Strategic Financial..., Asset Managment, Investment Strategies, Series 7, Fixed Income, Capital Markets, Series 63, Financial Modeling, Asset Management, Risk Management, Options, Wealth Management, Bloomberg, Derivatives, Investments, Investment Management, Equity Valuation, Investment Banking, Private Equity, Equity Trading, Financial Markets, Trading, Finance, High Yield, Fund Of Funds, Structured Finance

Education
University of Maryland College Park   1982 — 1984
MBA, Finance

Susquehanna University   1976 — 1980
Bachelor of Music, Piano Performance

Lorraine Becker Lorraine Becker Houston, Texas Area Details
Lorraine Becker's Patriot Wealth Management, Inc. Experience July 2011 - Present
Job Operations Manager
Industry Financial Services
Experience
Patriot Wealth Management, Inc.   July 2011 - Present

Skills
Quickbooks, Human Resources, Billing Process, Billing Systems, Advent, IT Management, Operations Management

Education
University of Houston
BS

Charles Scavone Charles Scavone Houston, Texas Details
Charles Scavone's Patriot Wealth Management, Inc. Experience March 2009 - June 2013
Job Portfolio Manager at Scavone Family Office
Industry Investment Management
Experience
Scavone Family Office   July 2013 - Present
Patriot Wealth Management, Inc.   March 2009 - June 2013
Rock Ridge Capital, LP   January 2005 - February 2009
AIM Alternative Asset Managers, LP   March 2000 - December 2004
AIM Investments  April 1996 - March 2000
Van Kampen American Capital Asset Management   January 1994 - March 1996
Texas Commerce Investment Management Company   December 1991 - December 1993
Texas Commerce Investment Management Company   November 1988 - December 1991

Skills
Asset Management, Alternative Investments, Hedge Funds, Investments, Asset Allocation, Equities, Portfolio Management, Investment Management, Investment Strategies, Fixed Income, Private Equity, Mutual Funds, Wealth Management, Valuation, Investment Advisory

Education
University of Houston, C.T. Bauer College of Business   1987 — 1988
Master of Business Administration (MBA), Finance, General

Southeastern Louisiana University   1980 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General