Patriot Wealth Management, Inc.
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Patriot Wealth Management, Inc. Employees
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
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
Patriot Wealth Management, Inc. January 2004 - Present
Kanaly Trust Company August 2001 - December 2003
Education
The University of Texas at Austin
BBA/MBA
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
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
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
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
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
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
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