Prudential Capital Group
Industry: Company
DescriptionParent organizations: PGIM, PRUDENTIAL INSURANCE CO OF AMERICA, PGIM Investments, Inc. Subsidiaries: Energy Finance Group, Electric Finance Group
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Prudential Capital Group Employees
Prudential Capital Group January 2014 - Present
U.S. Bank July 2011 - December 2013
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Debt Restructuring, Loan Origination, Investments, Credit Risk, Banking, Finance, Small Business Lending
Education
University of California, Davis - Graduate School of Management 2015 — 2018
Master of Business Administration (MBA), Finance, General
University of California, Davis 2006 — 2010
Bachelor of Science (BS), International Relations and Affairs
Prudential Capital Group July 2012 - July 2014
Prudential Capital Group July 2010 - July 2012
Legal Summer, LLC May 2009 - May 2010
University of Illinois Accountancy Department September 2007 - May 2010
Illinois Business Consulting August 2009 - December 2009
Illinois Business Consulting June 2008 - August 2009
Illinois Business Consulting September 2008 - May 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor's of Science, Accountancy, Finance
University of Seville
Fidelis Co. January 2014 - Present
Target June 2014 - August 2014
Photography + Art Direction April 2006 - July 2012
Carmichael Lynch May 2005 - April 2006
Martin Williams June 2004 - May 2005
Prudential Capital Group July 2003 - June 2004
PwC August 2001 - July 2003
Skills
Photography, Art Direction, Graphic Design, InDesign, Photoshop, Illustrator
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA)
Southern Methodist University 1997 — 2001
Bachelor of Business Administration (BBA), Finance
University of Chicago Booth School of Business September 2011 - June 2013
Prudential Capital Group June 2012 - August 2012
The Walt Disney Company July 2007 - July 2011
Skills
Investments, Asset Managment, Hedge Funds, Fixed Income, Alternative Investments, Asset Allocation, Investment Management, DCF, Equity Valuation, Credit Analysis, Project Finance, Financial Modeling, Capital Markets, Bloomberg Terminal, Asset Management, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Analytic Finance, Accounting
University of California, Berkeley 2003 — 2007
Bachelor of Arts, Economics
Calabasas High School 1999 — 2003
Prudential Capital Group May 2011 - June 2012
Prudential Capital Group August 1998 - April 2005
Education
Southern Methodist University 1994 — 1998
BBA, Finance
BaffleThatBully.com January 2013 - Present
Egg-Free Epicurean LLC May 2009 - March 2012
Prudential Capital Group June 1994 - June 1999
MetLife Investments June 1988 - July 1992
Skills
Entrepreneurship, Business Strategy, Strategy, Start-ups, New Business Development, Business Development, Writing, Social Media Marketing, Branding & Identity, Brand Development, Marketing Strategy, Strategic Planning, Bullying, Youth Empowerment, Confidence Building, Positivity, Motivation, Food Allergies, Food Manufacturing, Product Development, Corporate Finance, Due Diligence
Education
The University of Chicago - Booth School of Business 1992 — 1994
MBA, Finance
University of North Carolina at Chapel Hill 1984 — 1988
BS, Business
BNP Paribas March 2015 - Present
BNP Paribas January 2010 - Present
Prudential Capital Group January 2006 - January 2010
Skills
Investment Banking, Leadership, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Corporate Finance, Capital Markets, Valuation, Investments
Education
The University of Texas at Austin 2002 — 2005
Bachelor of Science, Finance
The University of Texas at Austin - Red McCombs School of Business 2002 — 2005
Finance, Accounting, Marketing
Renovo Capital, LLC May 2013 - Present
Deloitte (formerly CRG Partners) April 2009 - May 2013
Goldman Sachs March 2006 - April 2009
Prudential Capital Group July 2004 - March 2006
Skills
Equities, Capital, Mezzanine, Turn Around Management, Private Equity, Bankruptcy, Special Situations, Business Valuation, LBO, Due Diligence, Corporate Development, Valuation, Restructuring, M&A experience, Capital Raising, Mergers & Acquisitions, Corporate Finance, Financial Modeling
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Prudential Capital Group June 2015 - August 2015
LP Analyst September 2014 - December 2014
Green Bank June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
U.S. Fund for UNICEF June 2012 - August 2012
Education
Southern Methodist University 2012 — 2016
Bachelor of Business Administration (BBA) Finance, Bachelor of Arts (BA) Public Policy
Clements High School
Prudential Capital Group June 2015 - August 2015
Primerica January 2014 - August 2014
Skills
Critical Thinking, Public Speaking, Report Writing, Creative Problem Solving, Finance, Computer Proficiency, Team-oriented, Leadership, Logical Thinker, Resourceful..., Learning Quickly, Teamwork, Analytical Skills, Time Management, Investments, Insurance, Fixed Annuities, Retirement, Series 6, Trading, PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Word, Banking, Financial Advisory, Financial Services, Securities, Financial Modeling, Microsoft Office, Valuation, Sales, Customer Service
Education
Texas A&M University - Mays Business School 2014 — 2015
Master's Degree, Finance, 4.0
Texas A&M University 2010 — 2014
Bachelor's degree, Finance
MHT MidSpan July 2015 - Present
Prudential Capital Group June 2014 - August 2014
Ted Cruz for U.S. Senate August 2013 - December 2013
Select Product Group Holdings LLC June 2013 - August 2013
Texas House of Representatives January 2013 - May 2013
Skills
Microsoft Excel, Financial Analysis, Research, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Social Media, English, Financial Modeling, Leadership, Valuation, Analysis, Data Analysis, Finance, Due Diligence
Education
The University of Texas at Austin 2011 — 2014
Bachelor of Business Administration (BBA), Finance, General
Prudential Capital Group June 2015 - Present
Village East TCU August 2013 - May 2015
TCU Housing and Residence Life August 2011 - May 2014
Prudential Capital Group 2014 - 2014
Prudential Asset Resources June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Team Leadership, Leadership, Public Speaking, Event Planning, Social Media, Facebook
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Arts (B.A.), Finance
BMO Harris Bank October 2012 - Present
Prudential Capital Group June 2007 - September 2012
PwC May 2006 - July 2006
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Prudential Capital Group 2002 - Present
CIBC World Markets 1998 - 2001
First Interstate Bank 1990 - 1996
Skills
Investments, Mezzanine, Private Placements, Leveraged Finance, Corporate Finance, Middle Market, Fixed Income, Capital, Private Equity, Portfolio Management, Financial Modeling, Investment Banking, LBO, Acquisitions, High Yield
Education
Wharton Business School
Master of Business Administration (M.B.A.), Finance
University of California, Riverside
Bachelor of Arts (B.A.), Economics & International Relations
Punahou School
Center for Creative Leadership
Prudential Capital Group June 2014 - Present
US Army / Texas Army National Guard 2003 - Present
SMU Cox School of Business August 2012 - May 2014
Dale Operating Company May 2013 - December 2013
W.J. Bradley Company April 2010 - September 2012
PricewaterhouseCoopers 2003 - 2008
Skills
Leadership, Initiator, Communication, Flexibility, Analysis, Creativity, Active Listening, Multi Tasking, Priority Setting, Financial Analysis, Strategic Planning, Team Leadership, Valuation, Team Building, Financial Modeling, Risk Management, Due Diligence
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1998 — 2003
BBA & MS, Accounting
Guggenheim Partners October 2014 - Present
Prudential Capital Group July 2011 - October 2014
Skills
Bloomberg, Financial Modeling, Valuation, Fixed Income, Equities, Bloomberg Terminal, Alternative Investments, Hedge Funds, Investments, Private Equity, Corporate Finance, Portfolio Management, Capital Markets, Asset Management, Investment Banking, Financial Analysis, Investment Strategies, Business Valuation, Series 7, Derivatives, Due Diligence, Securities, Capital IQ, Asset Allocation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (BS), Finance, General
Prudential Capital Group December 2014 - Present
Prudential Capital Group September 2013 - December 2014
TD Securities October 2010 - February 2013
Macquarie Bank February 2003 - October 2010
Macquarie Bank December 2001 - February 2002
Russell McVeagh December 2000 - February 2001
Skills
Investment Banking, Financial Structuring, Valuation, Acquisitions, Financial Markets, Private Equity, LBO, Corporate Finance, Due Diligence, Equities, Capital Markets, Private Placements, Asset Management, Mergers & Acquisitions, Debt & Equity Financing
Education
University of Canterbury
Bachelor of Commerce; Bachelor of Law (1st class honours)
Prudential Capital Group August 2009 - Present
EY April 2004 - November 2007
Skills
Financial Analysis, Financial Modeling, Valuation
Education
The University of Texas at Austin 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Vanguard College Preparatory School
Prudential Capital Group June 2014 - Present
Barclays Investment Bank June 2013 - August 2013
Michigan Commodities Group January 2011 - 2013
Michigan Investment Banking Club 2010 - 2013
Girisim Asset Management May 2012 - July 2012
Michigan Telefund August 2010 - January 2012
Loofbourrow Private Investment Banking May 2011 - August 2011
Skills
Economics, Microsoft Excel, Data Analysis, Financial Modeling, Trading, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Prudential Financial January 2015 - Present
Prudential Financial 2006 - December 2014
Prudential Fixed Income 2002 - 2006
Prudential Fixed Income 1999 - 2002
Prudential Fixed Income June 1995 - June 1999
Prudential Capital Group September 1991 - June 1995
Skills
Sales Management, Consultant Relations, Portfolio Management, Financial restructuring..., Private debt and equity...
Education
University of Chicago Graduate School of Business 1981 — 1983
MBA, Finance
University of Pennsylvania 1975 — 1979
Bachelor of Arts (BA), Economics and Psychology
GE Capital September 2007 - Present
Scotia Capital July 2000 - September 2007
The Bank of New York November 1995 - July 2000
Prudential Capital Group September 1993 - September 1995
Skills
Leveraged Finance, Credit Analysis, Trading, Loans, Series 7, Loan Sales, Capital Markets, Asset Management, Banking, Commercial Banking, Finance, Hedge Funds, Investments, Relationship Management, Portfolio Management, Fixed Income
Education
Seton Hall University 1989 — 1992
MBA, Finance
University of Scranton 1984 — 1987
Bachelor's Degree, Accounting
Wells Fargo Capital Finance March 2005 - Present
Prudential Capital Group 2002 - 2005
Skills
Refinance Transactions, Private Equity, Commercial Banking, Leveraged Finance, Mergers, Acquisition Analysis, Deal Structuring, Negotiation, Turnaround Situations, Bankruptcy, Buyouts, Investment Banking, Corporate Finance, Strategy Development, Financial Analysis, Financial Modeling, Asset Management, Equities, Mergers & Acquisitions, Business Valuation, Series 7, Investment Advisory, Investments, Finance, Financial Structuring, Valuation, Portfolio Management, Funding, Loans, Credit, Executive Management, Underwriting, Leadership, Due Diligence, Banking
Education
University of Michigan 1998 — 2002
BA, Economics
Crestline Investors, Inc. April 2015 - Present
Prudential Capital Group June 2012 - April 2015
Hester Capital Management January 2011 - December 2011
Teacher Retirement System of Texas June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Valuation, Financial Analysis, Bloomberg, Wealth Management, Equities, Microsoft Excel, Corporate Finance, Asset Management, Portfolio Management, Capital IQ, Investment Strategies, Securities, Fixed Income, Underwriting, Credit Analysis, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA Finance, Investment Management, Minor Accounting
Empyrean Capital Partners July 2014 - Present
Catalus Capital February 2013 - July 2014
Prudential Capital Group July 2010 - February 2013
J.P. Morgan June 2009 - August 2009
BCMS Corporate January 2009 - May 2009
Skills
Mezzanine, LBO, Private Equity, Corporate Finance, Leveraged Finance, Distressed Debt, Value Investing, Special Situations, Recapitalizations, Capital, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
BS, Economics
United States Naval Academy 2006 — 2008
manteo high school 2001 — 2005
Prudential Capital Group June 2014 - Present
Cowtown Angels May 2013 - May 2014
M.J. Neeley School of Business August 2011 - May 2014
William C. Connor Educational Investment Fund June 2013 - December 2013
Steelhead Capital Management July 2013 - September 2013
Q Investments June 2012 - May 2013
Sigma Phi Epsilon TX Gamma March 2011 - August 2011
SGA Activities Funding Board October 2010 - November 2010
Rocking P Ranch June 2008 - August 2010
Skills
Analytical Skills, Persistence, Adaptability, Relator, Resilience, Positive Personality, Teamwork, Academic Achievement, Public Speaking, Team Leadership, Bloomberg, Budgets, Valuation, Finance, Forecasting, Equity Research, Financial Modeling, Financial Analysis, Leadership, Nonprofits, Bloomberg Terminal, Data Analysis, Due Diligence, Fundamental Analysis, Equity Valuation, Business Valuation
Education
Texas Christian University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.82
Sherman High School 2006 — 2010
4.0
The Blackstone Group January 2015 - Present
J.P. Morgan June 2014 - August 2014
Prudential Capital Group May 2013 - July 2013
Morgan Stanley May 2012 - August 2012
CGN & Associates June 2011 - August 2011
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Teamwork, Data Analysis, Accounting
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Capital One August 2012 - Present
Allied Irish Banks March 1999 - April 2012
Erste Group Bank AG March 1998 - November 1998
ING Investment Management June 1996 - July 1997
Prudential Capital Group July 1985 - March 1996
Education
University of Notre Dame 1980 — 1984
Bachelor of Business Administration, Accountancy Major
Rutgers, The State University of New Jersey - Rutgers Business School
MBA, Finance
BP Capital Fund Advisors January 2014 - Present
Prudential Capital Group July 2009 - December 2013
Swank Capital, LLC June 2008 - August 2008
Skills
Equities, Bloomberg, Capital IQ, Valuation, Fixed Income, Financial Modeling, Investments, Alternative Investments, Asset Managment, Mezzanine, Private Equity, Portfolio Management, Equity Research, Financial Analysis
Education
Texas A&M University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Summa Cum Laude
Prudential Capital Group June 2014 - Present
Prudential Capital Group July 2012 - June 2014
SMU Cox School of Business August 2011 - May 2012
SMU Cox School of Business October 2011 - April 2012
Archon Group L.P., a Goldman Sachs Company June 2011 - August 2011
Southern Methodist University November 2010 - May 2011
Southern Methodist University October 2010 - January 2011
The Healthy Planet Foundation May 2010 - July 2010
Education
Southern Methodist University 2008 — 2012
B.B.A. Finance; B.S. Economics with Financial Applications
Bethesda-Chevy Chase High School 2004 — 2008
Prudential Capital Group January 2015 - Present
The Wharton School August 2013 - December 2014
GL Garrad Hassan January 2010 - July 2013
NASA January 2007 - August 2008
Fallbrook Technologies 2006 - 2007
Skills
Due Diligence, Engineering, Matlab, Engineering Management, Solar Energy, Renewable Energy, Program Management, Wind Turbines, Alternative Energy, Energy, Sustainable Energy, Cleantech, Photovoltaics, Energy Efficiency, Wind, Project Management, Financial Modeling, Project Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
2015 MBA candidate
Stanford University 2008 — 2009
M.S., Mechanical Engineering
The University of Texas at Austin 2003 — 2006
B.S., Mechanical Engineering, cum laude
Nontraditional Employment for Women January 2013 - Present
athenahealth June 2015 - August 2015
Prudential Capital Group June 2011 - June 2014
KPMG Economic & Valuation Services July 2010 - June 2011
Park Electrochemical Corp May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
HTML5, Valuation, CSS, Investments, jQuery, Ruby on Rails, Mergers & Acquisitions, Financial Modeling, Bloomberg, Equities, Private Equity, Corporate Finance, JavaScript, Ruby, Alternative Investments, Due Diligence
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
The Flatiron School 2014 — 2014
Full Stack Web Development
Tufts University 2006 — 2010
B.A., Economics
Prudential Capital Group December 2013 - Present
Prudential Capital Group December 2011 - December 2013
Prudential Capital Group June 2009 - December 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Corporate Finance, Portfolio Management, Asset Management, Mergers & Acquisitions, Equities
Education
Texas Christian University 2001 — 2004
Bachelor of Business Administration (BBA), Finance with an Emphasis in Real Estate
Elkins
Prudential Capital Group December 2011 - Present
Prudential Capital Group July 2009 - December 2011
Prudential Capital Group - Commercial Asset Finance March 2008 - July 2009
Prudential Capital Group - Corporate Finance July 2005 - March 2008
Skills
Valuation, Mezzanine, Financial Analysis, Financial Modeling, Financial Structuring, Portfolio Management, Private Equity, Investments, Underwriting, Asset Management, Restructuring, Acquisitions, Investment Banking, Capital Markets, Corporate Finance
Education
University of Georgia - Terry College of Business 2000 — 2004
BBA, Finance, Risk Management and Insurance
University of Oxford 2001 — 2001
Study Abroad Program
Prudential Capital Group February 2005 - Present
FedEx Kinko's 2002 - 2005
Fleming Companies 2000 - 2002
US Army - 82nd Airborne Division 1989 - 1996
Education
The University of Texas at Austin 2003 — 2005
MBA, Finance
The University of Texas at Austin 1998 — 2000
BBA, Finance
Prudential Financial August 2013 - Present
Prudential Financial February 2011 - August 2013
Prudential Capital Group August 2010 - February 2011
Prudential Financial July 2009 - August 2010
Prudential Financial July 2008 - July 2009
Northwestern Mutual 2007 - 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Accounting, Risk Management, Banking, Forecasting, Access, Analysis, Account Reconciliation, Insurance, Financial Accounting, Bloomberg, General Ledger, Financial Services, Fixed Income
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Pizza Hut August 2013 - Present
Prudential Capital Group June 2012 - August 2012
Halliburton June 2011 - August 2011
Skills
Sales Analysis, Financial Analysis, Microsoft Office, Microstrategy, MicroStrategy Reporting, Competitive Analysis, Corporate Finance, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor's Degree, Financial Consulting and Economics with Financial Applications
CFA Program
2016 Level II Candidate in the CFA Program
Farol Asset Management, LP June 2015 - Present
Prudential Capital Group July 2012 - May 2015
Bank of America Merrill Lynch 2011 - 2012
Capstone Advisory Group 2011 - 2011
Sequential Capital Partners January 2010 - May 2010
Investment Banking Institute 2010 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Investment Banking, Investments, Capital IQ, DCF, Mergers & Acquisitions, Financial Analysis, Fixed Income, Bloomberg Terminal, Equities, Business Valuation, Corporate Finance, Mezzanine, Credit Analysis, Equity Research, Leveraged Lending, Leveraged Buyout, Project Finance, Financial Projection
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor of Science
BJones BCP Consulting, LLC 2012 - Present
Prudential Capital Group August 2006 - June 2012
J. & W. Seligman & Co. September 2001 - August 2006
J.P. Morgan June 1999 - June 2001
Diversified Investment Advisors 1996 - 1999
PwC 1983 - 1996
Skills
Asset Managment, Valuation, Mutual Funds, Forecasting, Financial Reporting, Private Equity, Vendor Management, SEC filings, Staff Management, Staff Development, Fund Administration, 1940 Act, US GAAP reporting, Partnership Accounting, Budgets, Auditing, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Accounting
J.A. Prescott Properties December 2012 - Present
Prudential Capital Group May 2011 - August 2011
US Army May 2004 - January 2010
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
United States Military Academy at West Point 2000 — 2004
BS, Comparative Politics
Prudential Capital Group June 1998 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, Finance
Prudential Capital Group July 2015 - Present
KPMG US July 2014 - June 2015
KPMG US August 2012 - June 2014
KPMG June 2011 - July 2011
Skills
Auditing, US GAAP, GAAP, Internal Controls, CPA, External Audit, Sarbanes-Oxley Act, IFRS, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Financial Audits, Tax, QuickBooks, Financial Modeling, Microsoft Excel, Valuation, SEC filings, PowerPoint
Education
University of Illinois at Urbana-Champaign 2011 — 2012
Masters, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (BS), Accounting
Prudential Capital Group June 2015 - Present
RBC Capital Markets June 2014 - August 2014
Siemens September 2013 - March 2014
Johnson & Johnson December 2012 - July 2013
Skills
Microsoft Excel, Financial Analysis, Access, Accounting, Microsoft Word, PowerPoint, SAP, Outlook, Management, Budgets, Leadership, Portuguese, Spanish, Credit Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor of Science, Finance; Minor in Economics
Prudential Capital Group May 2013 - Present
VITA at UCLA October 2010 - May 2013
UCLA Anderson School of Management April 2011 - April 2013
Ernst & Young June 2012 - August 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Outlook, Financial Analysis, Data Analysis, Analysis, Financial Reporting, Financial Modeling, Economics
Education
University of California, Los Angeles 2009 — 2013
Business Economics
Deloitte Consulting September 2014 - Present
Deloitte Consulting August 2011 - September 2014
Deloitte Consulting August 2010 - August 2011
Prudential Capital Group 2009 - 2009
Deloitte Consulting 2007 - 2008
Deloitte Consulting 2006 - 2007
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
University of Notre Dame 2000 — 2004
Bachelor of Science, Computer Science
Prudential Capital Group June 2014 - Present
Prudential Capital Group December 2010 - May 2014
Prudential Capital Group July 2008 - November 2010
UBS Securities June 2007 - August 2007
SAIC July 2003 - August 2006
Skills
Due Diligence, Investments, Valuation, Mergers, Corporate Finance, Private Placements, Mezzanine, Private Equity, Financial Modeling, Capital Markets, Portfolio Management, LBO, Equities, Investment Banking, Asset Managment, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Accounting, and Economics
Washington and Lee University 1998 — 2002
BS, Business Administration
The Bozzuto Group November 2014 - Present
Prudential Capital Group July 2011 - 2014
Stifel Nicolaus June 2010 - August 2010
Fleishman-Hillard July 2007 - December 2008
Rice University April 2006 - July 2006
U.S. Senate June 2004 - August 2004
Skills
Financial Modeling, Private Equity, Portfolio Management, Investments, Analysis, Valuation, Investment Banking, Due Diligence, Financial Analysis, Mezzanine, Capital Markets, Business Development, Strategy
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Gen. Mgmt, Finance
Rice University 2003 — 2007
B.A, Political Science, Economic Development, Policy Studies
Université de Pau et des Pays de l'Adour 2004 — 2005
French, Comm., Culinary studies
Workable City Development April 2012 - Present
The Hudson Companies Inc September 2012 - June 2015
Blesso Properties December 2008 - March 2012
MacFarlane Partners LLC 2005 - 2008
Greenfield Partners 2002 - 2005
CarrAmerica 1997 - 2000
Prudential Capital Group 1996 - 1997
Skills
Real Estate, Valuation, Due Diligence, Investments, Real Estate Economics, Real Estate Development, Disposition, Acquisitions, Asset Management, Real Estate Transactions, Leases, Corporate Real Estate, Land Acquisition, Entitlements, Investment Properties, Dispositions
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA
University of Virginia 1992 — 1996
Bachelor of Urban Planning, Urban Studies/Affairs
Prudential Capital Group August 2000 - Present
Bank of Montreal January 1987 - August 2000
First City Texas 1985 - 1987
Education
Oklahoma State University
University of Houston
Wexford Capital Partners, LLC August 2015 - Present
Merit Capital Partners February 2006 - 2014
WestCap Partners January 2000 - January 2006
Banc One Capital Partners June 1996 - December 1999
Prudential Capital Group April 1988 - May 1996
Skills
Venture Capital, Valuation, M&A experience, Private Equity, Turn Around Management, LBO, Financial Modeling, Corporate Finance, Equities, Financial Analysis, Portfolio Management, Corporate Development, Start-ups, Acquisition Integration, Finance, Entrepreneurship, Mergers, New Business Development, Due Diligence, Investment Banking, Leveraged Finance, Investments, Business Valuation, Mergers & Acquisitions, Private Placements, Alternative Investments, Deal Sourcing, Capital Markets, Restructuring, Capital, Divestitures
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
MBA, Finance, Marketing
Prudential Capital Group January 2014 - Present
Southern Methodist Univesity August 2013 - August 2013
Blazinstar Experiential Agency June 2012 - August 2012
Naples Academy of Ballet May 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Leadership, Bloomberg Terminal, Accounting, Teamwork, Customer Service, Written & Oral..., Organizational..., Portfolio Management, Private Equity
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Senior
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Prudential Capital Group May 2015 - Present
Statoil May 2014 - August 2014
Hunt Consolidated, Inc July 2013 - August 2013
Hunt Consolidated, Inc June 2012 - August 2012
Skills
Fluent in Spanish, Financial Modeling, Portfolio Management, Project Finance, Investment Management, Private Placements, Oil & Gas Investing, Research, Leadership, Event Planning, Critical Thinking, Writing, Visual Basic for..., Microsoft Office, Microsoft Excel, Microsoft Word, Problem Solving, Institutional..., Creative Strategy
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Business Honors
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (BA), Plan II Honors
New York Life Insurance Company February 2013 - June 2015
eBay June 2010 - January 2013
Standard Pacific Capital September 2007 - June 2010
CIT Group September 2006 - September 2007
Prudential Capital Group January 2003 - March 2006
Skills
Finance, Entrepreneurship, Valuation, Financial Modeling, Investments, Equities, Analysis, Portfolio Management, Private Equity, Leadership, Hedge Funds, Competitive Analysis, Venture Capital, Credit, Fixed Income, Start-ups, Treasury Management, Asset Management
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance & Strategy
University of California, Berkeley, Haas School of Business 1999 — 2002
BS, Business Administration
Hebrew Academy of SF
Woodforest National Bank September 2015 - Present
EF Capital Management, LLC March 2015 - September 2015
Prudential Capital Group January 2012 - March 2015
XTO Energy November 2009 - December 2011
William C. Conner Educational Investment Fund June 2010 - December 2010
Neeley School of Business December 2009 - December 2010
Sigma Phi Epsilon January 2009 - December 2009
Youth Sports Council of Fort Worth May 2009 - August 2009
Skills
PowerPoint, Excel, Word, Budgeting, Valuation, Microsoft Word, Budgets, Academic Achievement, Finance, Team Leadership, Microsoft Excel, Financial Analysis, Leadership, Public Speaking
Education
Texas Christian University 2007 — 2011
B.B.A., Finance with an International Emphasis, Accounting
Universidad Pablo de Olavide 2011 — 2011
Study Abroad, Spanish
Omaha Westside High School 2003 — 2007
High School
J.P. Morgan August 2011 - Present
Prudential Capital Group July 2010 - July 2011
Ultra Petroleum June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Prudential Capital Group July 2008 - Present
Skills
Private Equity
Education
Texas A&M University
Undergraduate
Texas A&M University
Masters
San Joaquin River Parkway and Conservation Trust, Inc. May 2015 - Present
Baker Manock & Jensen September 2013 - Present
Sempervirens Fund September 2012 - November 2012
Baker Manock & Jensen May 2012 - July 2012
Asylum Access May 2011 - July 2011
Uloop January 2008 - July 2009
Prudential Capital Group January 2004 - June 2007
eBay Inc May 2003 - August 2003
UBS Investment Bank May 2002 - July 2002
Skills
Legal Writing, Public Speaking, Legal Research, Microsoft Office, Research, Strategic Planning, Corporate Law, Corporate Finance, Transactional Law, Corporate Transactional, Westlaw, Intellectual Property, Microsoft Excel, Real Estate Transactions, Contract Negotiation, Lease Negotiations, Mediation
Education
Santa Clara University School of Law 2010 — 2013
Doctor of Law (JD)
University of California, Berkeley, Haas School of Business 1999 — 2003
Bachelor's degree, Business Administration
Sterling Caviar LLC and Stolt Seafarm November 2013 - Present
World Caviar Company June 2013 - October 2013
Tsar Nicoulai Caviar February 2012 - June 2013
MK Enterprises Inc January 2003 - February 2012
Goldman Sachs January 1999 - January 2003
Prudential Capital Group 1996 - 1999
Skills
Corporate Finance, Project Management, Operations Management, Product Development, Cost Accounting, Manufacturing, China Manufacturing, Research, Strategy, Sales, Strategic Planning, Entrepreneurship, Marketing, Business Planning, Management, Cross-functional Team..., Start-ups, Business Strategy, Marketing Strategy
Education
University of California, Berkeley, Haas School of Business
Prudential Capital Group July 2004 - Present
First Union Securities July 1999 - June 2002
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA
University of Delaware 1995 — 1999
Bachelor of Science, Finance
Prudential Capital Group July 2012 - Present
Prudential Capital Group 2004 - 2012
Prudential Capital Group 2001 - 2004
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
Rice University 1990 — 1994
Bachelor's degree, Economics and English Literature
Credit Karma February 2015 - Present
Raiseworks December 2013 - January 2015
Raiseworks August 2013 - December 2013
Prudential Capital Group March 2011 - July 2013
Deloitte August 2009 - December 2010
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Corporate Finance, Fixed Income, Venture Capital, Start-ups, Investments, Analysis, Financial Services, Credit Analysis, Accounting, Asset Management, Public Speaking, Financial Structuring, Tax, Alternative Investments, Competitive Analysis, Private Placements, Loans, Product Management
Education
University of California, Berkeley 2005 — 2009
B.S., Business Administration, with honors
Prudential Capital Group 2013 - Present
Berman Capital Advisors, LLC 2012 - 2012
Merrill Lynch April 2011 - August 2011
Skills
Portfolio Management, Customer Service, Hedge Funds, Microsoft Excel, Investments, Valuation, Asset Management, Investment Management, Securities, Asset Allocation, Financial Advisory, Financial Analysis
Education
The University of Texas at Austin 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Prudential Capital Group June 2014 - Present
Prudential Capital Group June 2012 - June 2014
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Economics
Prudential Capital Group June 2014 - August 2014
Hub Group May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Leadership, Financial Analysis
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
The Regents of the University of California July 2008 - Present
The Riverside Company September 2007 - January 2008
Yahoo! Inc. June 2007 - September 2007
Prudential Capital Group July 2002 - July 2006
Skills
Financial Modeling, Valuation, Fixed Income, Corporate Finance, Due Diligence, Investments, Private Equity, Portfolio Management, Business Development, Financial Analysis, Entrepreneurship, Equities, Market Research, Strategic Planning, Pension Funds, Strategy, Business Strategy
Education
UCLA Anderson School of Management 2006 — 2008
MBA
University of California, Berkeley, Haas School of Business 1998 — 2002
B.S., Business Administration
Prudential Capital Group March 2015 - Present
Georgia Oak Partners, LLC. May 2014 - August 2014
Office of US Senator Johnny Isakson May 2013 - July 2013
Skills
Finance, Budgets, Investments, Recruiting, Microsoft Excel, Leadership, Research, Financial Analysis, Public Speaking, Time Management, Social Media, Microsoft Word, PowerPoint, Investment Banking, Valuation
Education
The University of Georgia 2010 — 2014
B.B.A. Finance; B.B.A. Economics
Prudential Capital Group July 2013 - Present
Center for Executive Development January 2010 - December 2012
KPMG January 2012 - March 2012
Macquarie Group June 2011 - August 2011
Skills
Investments, Underwriting, Financial Analysis, Private Equity, Portfolio Management, Financial Modeling, Credit Analysis, Private Placements, Asset Management, Mezzanine, Investment Management, Microsoft Excel, Accounting, PowerPoint, Management, Microsoft Office, Microsoft Word, Event Planning, Outlook, Event Management, Training, Access, Customer Service, Public Speaking
Education
Texas A&M University 2012 — 2013
Master of Science (MS), Finance
Texas A&M University 2008 — 2012
Bachelor's Degree, Accounting
Westwood Holdings Group March 2012 - Present
Prudential Capital Group July 2009 - March 2012
Education
Southern Methodist University - Cox School of Business 2006 — 2009
BS and BA, Finance and Economics
Colorado Crowdfunding April 2012 - Present
Windom Peaks Capital, LLC September 2005 - Present
Apaxis Systems, Inc. September 2007 - October 2007
SOXBox Solutions, Inc. February 2003 - September 2005
Orrick, Herrington & Sutcliffe LLP October 1999 - February 2003
Prudential Capital Group August 1998 - October 1999
Charles Schwab November 1997 - July 1998
Bowater October 1996 - November 1997
Pulp & Paper Partners, Ltd. August 1992 - October 1996
Skills
Mergers, SOX, SEC reporting, Due Diligence, Start-ups, Venture Capital, Restructuring, Internal Controls, Strategic Planning, Joint Ventures, IPO, Turnarounds, Compliance, Internal Audit, US GAAP, Business Strategy, Private Equity, Divestitures, Corporate Governance, Business Planning, Audit, GAAP, Corporate Finance, Financial Analysis, COSO, Entrepreneur, Valuation, COBIT, Financial Reporting, Consolidation, Revenue Recognition, Mergers & Acquisitions, Entrepreneurship, Angel Investing, Business Development, SEC filings, Strategy, Public Speaking
Education
Pace University School of Law 1976 — 1980
Doctor of Law (J.D.), Corporate & Business Law, Graduated cum laude, 3rd in my class
Union College 1969 — 1973
B.A., American Studies
Madison Capital Funding July 2014 - Present
NXT Capital June 2012 - July 2014
Allstate Investments, LLC July 2011 - May 2012
Prudential Capital Group June 2008 - July 2011
Blackmore Partners June 2007 - August 2007
Skills
Private Equity, Investments, Financial Modeling, Corporate Finance, Financial Analysis, Industry Analysis, LBO, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Finance
Prudential Capital Group June 2014 - Present
Prudential Capital Group April 2012 - June 2014
Sparta Asset Management, LLC July 2010 - February 2012
UBS Financial Services May 2009 - August 2009
Education
The University of Georgia 2006 — 2010
University of Georgia - Terry College of Business 2006 — 2010
BBA, Finance
Prudential Capital Group
Skills
Mezzanine, Private Equity, Corporate Finance, Valuation, Asset Management, Mergers & Acquisitions, Investments, Finance
Education
UCLA Anderson School of Management 1980 — 1982
Masters of Business Administration, Finance and Accounting
University of California, Davis 1973 — 1977
Bachelor of Arts, Economics
Prudential Capital Group July 2011 - Present
Illinois Business Consulting January 2010 - January 2011
KPMG June 2010 - August 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
BS, Accountancy & Finance
Prudential Capital Group August 2015 - Present
Lindquist & Vennum July 2013 - July 2015
Lindquist & Vennum October 2007 - June 2013
Hellmuth & Johnson, PLLC September 2006 - August 2007
Guardian Law Group 2006 - 2007
Skills
Business Formation, Business Transactions, Corporate Governance, Venture Capital, Private Equity, Corporate Finance, Mergers & Acquisitions, Corporate Law, Cross-border...
Education
University of Maryland School of Law 2003 — 2006
J.D.
Tulane University 1999 — 2003
Bachelors
The Park School of Baltimore 1986 — 1999
JMP Securities June 2010 - March 2012
Prudential Capital Group June 2009 - August 2009
Morgan Stanley February 2006 - July 2008
Morgan Stanley July 2003 - July 2005
Skills
Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance, Accounting
Unum - Provident Investment Management October 2008 - Present
Prudential Capital Group July 2004 - September 2008
Robert W. Baird & Co., Inc. 2000 - 2002
Education
University of Chicago Graduate School of Business 2002 — 2004
MBA, Finance, Accounting, Entrepreneurship
University of Tennessee at Chattanooga 1994 — 1998
BS, Finance, Economics
Lee Lee International Supermarket 2013 - Present
J-Curve Technologies 2011 - 2013
Cairn Consulting 2010 - 2011
US Airways 2008 - 2009
Prudential Capital Group 2000 - 2008
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Mergers, Valuation, Strategic Planning, Portfolio Management, Due Diligence, Mergers & Acquisitions, Financial Reporting, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Finance
SunTrust Robinson Humphrey April 2015 - Present
SunTrust Robinson Humphrey December 2012 - Present
ING Investment Management June 2010 - December 2012
CRG Partners March 2009 - August 2010
Buckhead Capital Management March 2004 - November 2008
Prudential Capital Group November 2003 - March 2004
Prudential Capital Group 2001 - 2003
Prudential Capital Group 1999 - 2001
Skills
Due Diligence, Portfolio Management, Mergers, Fixed Income, Structured Finance, Mergers & Acquisitions, Equities, Finance, Investments, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Restructuring, Credit, Investment Banking, Corporate Finance, Financial Risk, Equity Research
Education
University of Georgia - Terry College of Business 1994 — 1998
Jonesboro High School
Crescent Capital Group August 2014 - Present
Sterne Agee September 2010 - August 2014
Prudential Capital Group July 2007 - July 2010
Huron Consulting Group July 2005 - June 2007
Skills
Credit Analysis, Financial Modeling, Industry Analysis, Financial Analysis, Due Diligence, Corporate Finance, Credit, Fixed Income, Bloomberg, Debt, Excel, High Yield, Research, Mezzanine, Bonds, Private Placements, Series 7
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Business Administration with area of, Finance & Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration, Finance
The Dallas Entrepreneur Center March 2015 - Present
JP Energy Partners LP November 2014 - Present
JP Energy Partners LP October 2013 - November 2014
Erben & Yarbrough March 2012 - August 2013
Erben & Yarbrough August 2010 - March 2012
Prudential Capital Group May 2010 - August 2010
State of Texas May 2009 - July 2009
Cravath, Swaine & Moore June 2006 - June 2008
Foundation for Student Communication March 2003 - October 2005
Skills
Legal Research, Legal Writing, Due Diligence, Corporate Law, Public Policy, Legislation, Policy Analysis, Government, International Relations, Employment Law, Nonprofits, Leadership, Governmental Affairs, Midstream, Lobbying, Communication Skills, Advocacy, Energy, Oil & Gas, Regulatory Affairs, Intellectual Property, Strategy, Corporate Governance
Education
The University of Texas School of Law 2008 — 2012
JD
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2012
MBA
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Classics
Prudential Capital Group December 2008 - Present
Prudential Capital Group 2006 - 2008
Prudential Capital Group 2004 - 2006
Marsalli Institute June 2001 - June 2002
Lehman Brothers June 1999 - June 2001
Wells Capital Management August 1997 - June 1999
Skills
Valuation, Due Diligence, Private Equity, Project Finance, Portfolio Management
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Vanderbilt University 1993 — 1997
B.A., Spanish and English
University of Washington January 2014 - Present
Fred Hutchinson Cancer Research Center June 2009 - December 2013
START Program, University of Washington June 2012 - June 2013
University of Washington 2004 - 2009
University of Washington 2002 - 2004
Credit Suisse 1998 - 2000
Prudential Capital Group 1997 - 1998
Skills
Research, Data Analysis, Statistics, Public Health, Epidemiology, Stata, Grant Writing, Program Evaluation, Global Health, Biostatistics
Education
University of Washington 2009 — 2013
Doctor of Philosophy (PhD), Epidemiology
University of Washington 2005 — 2009
Master of Public Health (MPH), Epidemiology
University of Washington 2004 — 2009
Master of Science (MS), Molecular & Cellular Biology
University of Washington 2002 — 2004
Master of Science (MS), Applied Mathematics
Pomona College 1993 — 1997
Bachelor of Arts (BA), Biology
Cetera Financial Group November 2012 - Present
Adams & Associates, PC January 1993 - Present
Rider University 1987 - Present
Franklin Financial 1986 - 1987
Prudential Capital Group May 1981 - June 1985
Skills
Non-profits, Microsoft Excel, Public Speaking, Business Strategy, Community Outreach, Finance, Higher Education, Investments, Leadership, Management, Nonprofits, Tax, Teaching
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1985
MBA, Finance / Exec Management
EnCap Investments April 2003 - Present
Prudential Capital Group 1996 - 2001
Prudential Capital 1996 - 2000
Skills
Business Strategy, Capital Markets, Corporate Development
Education
The University of Texas at Austin 2000 — 2002
Master of Business Administration (MBA)
Southern Methodist University 1992 — 1996
Finance
Southern Methodist University - Cox School of Business 1992 — 1996
Southern Methodist University - Cox School of Business 1992 — 1996
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance November 2009 - August 2012
CIT Group September 2007 - October 2009
Banc of America Securities May 2005 - September 2007
Prudential Capital Group June 2004 - May 2005
Prudential Capital Group September 2002 - June 2004
Salomon Smith Barney July 2001 - June 2002
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Due Diligence, Corporate Finance, Credit Analysis, Valuation, Finance
Education
Texas A&M University 1997 — 2001
BBA, Finance
Merrill Lynch Investment Managers 2004 - 2007
Prudential Capital Group 2001 - 2004
Prudential Financial 1996 - 1999
Education
University of Pennsylvania - The Wharton School 2000 — 2001
MBA, Finance
Rutgers University
BS, Finance
Citigroup September 2006 - Present
Standard & Poor's 2001 - 2006
Cangemi & Boyle Consulting 1995 - 2001
Prudential Capital Group 1993 - 1995
Prudential Insurance 1990 - 1993
Skills
Portfolio Management, Valuation, Analytics, SDLC, Finance, Financial Risk, Credit Risk, Risk Management, Product Development, Credit, Analysis, Insurance, Financial Modeling, Basel II, Corporate Finance, Competitive Analysis, Change Management, Risk Assessment, Capital Markets, Equities, Management, Enterprise Risk..., Banking, Strategic Planning, Mergers & Acquisitions
Education
Rutgers Graduate School 1995 — 2000
Ph.D., Finance and Applied Economics
Rutgers Graduate School of Management 1995 — 1998
MBA
University of Delaware 1986 — 1989
BA, Economics
CFA Institute
CFA, Finance
Ridgewood High School
Energy Transfer Partners, L.P. August 2007 - Present
Park Place Dealerships April 2005 - August 2007
Park Place Dealerships October 2004 - December 2004
TrueCom July 2004 - September 2004
Prudential Capital Group June 1999 - July 2004
International Trading Group January 1998 - May 1999
Skills
Marketing, Event Planning, Budgets, Human Resources, Community Development, Microsoft Excel, Onboarding, Customer Service, Outlook, Performance Management, Strategic Planning, Microsoft Office, Recruiting, Financial Analysis, Talent Acquisition, Talent Management, Employee Relations, Succession Planning, Team Building, Microsoft Word
Education
Southern Methodist University 1993 — 1997
BFA, Dance
Southern Methodist University - Cox School of Business 1993 — 1997
Bachelor of Business Adminstration in Organizational Bussiness & Policy
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2012 - February 2015
Prudential Capital Group July 2008 - June 2012
ACG Professionals January 2008 - May 2008
Education
The University of Georgia 2004 — 2007
Bachelor of Business Administration (BBA), Finance
SunTrust Robinson Humphrey 2014 - Present
Prudential Capital Group 2004 - 2014
Textron Financial June 2001 - June 2004
The Dock Exchange / Lehman Brothers January 2000 - May 2001
GE Capital 1995 - 2000
Education
Southern Connecticut State University 1980 — 1984
Bachelor of Arts (B.A.), Business Communications
Goldman Sachs Private Wealth Management - Ayco Company 2009 - Present
Wall Street Access 2005 - 2008
Fitch Ratings 2002 - 2005
Prudential Capital Group 2000 - 2001
Peoples Bank 1999 - 2000
US Army 1993 - 1999
Skills
Chartered Financial..., Portfolio Management, Equities, Financial Modeling, Investments, Fixed Income, Hedge Funds, Investment Management, Asset Allocation, Securities, Mutual Funds, Financial Markets, Series 7, Bonds, Wealth Management, Emerging Markets
Education
The University of Connecticut School of Business 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
University of Connecticut 1995 — 1999
BS, Business Administration - Major in Finance
Blackmon Mooring June 2014 - Present
Blackmon Mooring 2011 - Present
Tectona Holdings, LLC 2009 - 2011
Prudential Capital Group June 2005 - June 2009
Friedman Equities, LLC September 2003 - May 2005
Skills
Corporate Finance, Investments, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Bloomberg, Equities, Private Equity, Capital Markets, Asset Management, Alternative Investments, Financial Analysis, Hedge Funds, Investment Banking, Accounting, Mergers & Acquisitions, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
BBA, Finance
Prudential Capital Group 2012 - Present
Prudential Capital Group 2006 - 2012
Prudential Capital Group 2004 - 2006
Prudential Capital Group 1998 - 2003
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1993 — 1997
BS, Finance
Prudential Capital Group February 2007 - Present
GMAC Commercial Finance 2004 - 2007
ORIX 2001 - 2004
Transamerica Finacial Services 1999 - 2001
Textron Financial Corporation 1994 - 1998
Skills
Competitive Analysis, Credit Risk, Asset Based Lending, Finance, Structured Finance, Portfolio Management, Commercial Lending, Capital Markets, Underwriting, Credit, Financial Structuring, Investment Banking, Banking, Financial Modeling, Corporate Finance, Leveraged Finance, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Asset Management, Investments, Hedge Funds, Loans, Credit Analysis, Project Finance, Executive Management, Private Placements, Restructuring, Financial Analysis, Alternative Investments, Commercial Banking, Equities, Venture Capital
Education
Villanova University 1984 — 1985
MBA, Finance
University of Delaware 1978 — 1981
BA, Biology/Chemistry
Washington and Lee University 1976 — 1977
Union Bank September 2013 - Present
Wells Fargo Bank July 2012 - August 2013
Wells Fargo Bank September 2011 - July 2012
Prudential Capital Group July 2008 - September 2011
Transition Capital Partners January 2007 - May 2007
Skills
Financial Modeling, Project Finance, Financial Analysis, Energy, E&P, Midstream, Credit Analysis, Private Placements, Power Utilities, Underwriting, Loans, Finance
Education
Southern Methodist University 2004 — 2008
Bachelors of Business Administration, Finance & Spanish
Swiss Finance Academy 2007 — 2007
Finance
Prudential Capital Group 1987 - Present
Skills
Buy-side, Fixed Income, Infrastructure, Asset Management, Marketing, Due Diligence, Loan Origination, Portfolio Management, Capital Markets, Valuation, Mezzanine, Alternative Investments, Investments, Corporate Finance, Project Finance, Leveraged Finance, Investment Management
Education
Rutgers University Graduate School of Management
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
BS, Economics
Macquarie Group May 2011 - Present
Prudential Capital Group February 2009 - May 2011
Deutsche Bank June 2008 - August 2008
Citi June 2007 - August 2008
PGA TOUR May 2006 - August 2006
Education
University of Illinois at Urbana-Champaign 2005 — 2008
Bachelors
University of Illinois at Urbana-Champaign - College of Business 2005 — 2008
Prudential Capital Group December 2009 - Present
Prudential Capital Group December 2004 - December 2009
Skills
Strategic Planning, Valuation, Mezzanine, Private Equity, Fixed Income, Corporate Finance, Investments, Mergers & Acquisitions, Asset Management, Portfolio Management
Education
Slippery Rock University of Pennsylvania 1983 — 1987
BS, Finance
Slippery Rock University of Pennsylvania 1983 — 1987
Prudential Capital Group July 2013 - July 2015
Prudential Capital Group May 2011 - July 2013
Duff & Phelps August 2010 - May 2011
Crowe Horwath LLP May 2009 - August 2009
Skills
Valuation, Internal Audit, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Accounting, Investments, Financial Reporting, Bloomberg, Microsoft Excel, Capital IQ, Capital Markets, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Summa Cum Laude, Finance, Spanish
Wells Fargo Advisors, LLC August 2014 - Present
UBS Financial Services, Inc. May 2004 - August 2014
Peak Pilates 2009 - 2010
Prudential Capital Group June 2002 - January 2003
Skills
Portfolio Management, Wealth Management, Investments, Securities, Equities, Alternative Investments, Mutual Funds, Finance, Fixed Income Strategies, Wealth Preservation..., Retirement Planning, Financial Services, Strategic Planning, Asset Allocation, Bonds, ETFs, Financial Advisory, Investment Strategies, Retirement
Education
University of Michigan 1998 — 2002
BBA, Business Adminstration, Finance
Prudential Capital Group June 2015 - Present
PRICOA Capital Group July 2012 - Present
Prudential Capital Group July 2008 - June 2012
Financial Holding Corp 2007 - 2007
Skills
Private Equity, Investments, Portfolio Management, Bloomberg, Mezzanine, Fixed Income, Financial Modeling, Alternative Investments, Financial Analysis, Asset Managment, Bonds, High Yield
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (BBA), Finance, General
The Pembroke Hill School
from Georgia southwestern State University Dir., Human ResourcesGeorgia Southwestern State UniversityMay 2005 - July 2013
Textron/Collins & Aikman July 1998 - April 2005
Prudential Capital Group March 1995 - October 1997
Prudential Healthcare August 1990 - March 1995
Prudential Asset Mgmt. Co (PAMCO) - Pru Group Dept. 1985 - 1989
Skills
Employee Relations, Benefits Administration, Organizational..., Training, Human Resources, Personnel Management, Recruiting, Time Management, Leadership Development, Employee Engagement, Customer Service, College Recruiting, HR Policies, Employee Benefits, Management, Deferred Compensation, New Hire Orientations, Conflict Resolution, Leadership, Performance Management, Talent Management, Payroll, PeopleSoft, Staff Development, Workforce Planning, Onboarding, Succession Planning
Education
Rutgers University-New Brunswick 1972 — 1975
BA, Elem. Ed.
Prudential Capital Group June 2013 - Present
Prudential Capital Group June 2011 - June 2013
Prudential Capital Group July 2009 - June 2011
Luther King Capital Management May 2008 - May 2009
First National Bank of Omaha May 2007 - August 2007
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Texas Christian University
Prudential Capital Group March 2005 - Present
Skills
Private Equity, Fixed Income, Investments, Asset Management, Cash Flow Lending, Portfolio Management, LBO
Education
University of Georgia - Terry College of Business 2001 — 2004
BBA, Finance
Prudential Capital Group May 2014 - Present
Deloitte September 2013 - May 2014
Deloitte July 2012 - September 2013
HBK Capital Management May 2011 - July 2012
HBK Capital Management November 2007 - May 2011
Neiman Marcus June 2006 - November 2007
Neiman Marcus June 2003 - June 2006
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration, Finance
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration, Finance
GMB Mezzanine Capital August 2004 - Present
Banc of America Capital Investors 2000 - 2004
Prudential Capital Group 1995 - 1998
Skills
Private Equity, Corporate Development, Valuation, LBO, Venture Capital, Buyouts, Financial Analysis, M&A experience
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA
University of Minnesota - Carlson School of Management 1993 — 1995
BSB
UGNJ July 2013 - Present
Deloitte Consulting 1997 - 2002
Prudential Capital Group 1990 - 1996
Skills
BLS, ACLS, Chemotherapy
Education
University of Notre Dame - Mendoza College of Business 1996 — 1997
MBA, Business Administration
Seton Hall University 1986 — 1990
BS, Finance
JFK Muhlenburg School of Nursing
Registered Nursing/Registered Nurse
The Prudential Insurance Company of America June 2004 - Present
Prudential Capital Group 2004 - Present
King & Spalding LLP November 2002 - May 2004
Simpson Thacher & Bartlett LLP September 1999 - November 2002
Skills
Securities Regulation, Private Equity, Corporate Governance, Securities, Mergers & Acquisitions, Private Placements, Due Diligence, Capital Markets, Corporate Law, Corporate Finance, Structured Finance, Hedge Funds, Commercial Litigation, Litigation, Venture Capital, Joint Ventures, Legal Research, Investments, Intellectual Property, Asset Management
Education
St. John's University School of Law 1996 — 1999
JD, Law
High School 1983 — 1987
ORIX USA Corporation September 2015 - Present
RichRelevance May 2014 - May 2015
Medley Capital July 2013 - April 2014
Victory Park Capital Advisors February 2012 - August 2012
Prudential Capital Group November 2007 - July 2011
Credit Suisse September 2006 - April 2007
JH Whitney Investment Management ($300 million AUM) March 2006 - September 2006
Rutberg & Company January 2006 - March 2006
Skills
Valuation, Financial Analysis, Bloomberg, Hedge Funds, Investment Banking, Asset Managment, Capital Markets, Capital IQ, LBO, Mergers, Credit Analysis, Finance, Economics, Business Valuation, Series 7, Derivatives, Distressed Debt, Restructuring, Corporate Finance, Strategic Planning, Private Equity, Private Placements, Special Situations..., High Yield Bonds, Operational Turnaround, Asset Based Lending, Asset Management, Bonds, High Yield, Mezzanine, Structured Finance, Credit, DCF, M&A experience, Corporate Development, Equity Valuation, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Entrepreneurship, Finance and Accounting
University of San Francisco
Bachelor of Science, Finance
Alhambra High School
Prudential Fixed Income Management 2000 - Present
Prudential Capital Group 1985 - 2001
Skills
Credit Analysis, Fixed Income, Leveraged Finance
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
Accounting
Better Finance, Inc. June 2015 - Present
Better Finance, Inc. January 2015 - June 2015
Prudential Capital Group July 2011 - May 2014
Robert W. Baird & Co. June 2010 - January 2011
Skills
Microsoft Excel, Bloomberg Terminal, Capital IQ, Investments, Bloomberg, Asset Management, Finance, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Equities, Management, Social Media
Education
University of Illinois at Urbana-Champaign - College of Business 2010 — 2011
MAS, Accountancy, International Business and Corporate Governance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
BS, Accountancy, Spanish
CEGRI International Center for Higher Education 2009 — 2009
Spanish
Nicolet High School 2002 — 2006
High School
University of Illinois
Prudential Capital Group 2011 - 2015
PricewaterhouseCoopers 2009 - 2011
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance, General
Texas A&M University 2004 — 2009
BA, Accounting
Texas A&M University - Mays Business School 2004 — 2009
MS, Finance
Tree Line Capital Partners November 2014 - Present
Prudential Capital Group July 2012 - October 2014
America's Growth Capital, LLC June 2011 - August 2011
Yardsale, Inc. January 2011 - May 2011
Skills
Capital IQ, DCF, Marketing Strategy, Venture Capital, Financial Modeling, M&A experience, Bloomberg, Private Equity, Financial Analysis, Business Valuation
Education
University of California, Berkeley 2007 — 2012
Bachelor of Science (BS), Economics, Public Policy
Fortress Investment Group August 2011 - Present
Prudential Capital Group May 2008 - August 2011
RE/MAX Platinum September 2004 - June 2008
Merrill Lynch May 2007 - August 2007
Bloomberg May 2006 - August 2006
Education
Rutgers Business School 2004 — 2008
BS & BA, Finance & Economics (Double Major)
pearigee partners 2014 - Present
Mizzen and Main 2014 - Present
TAS 2012 - March 2014
glendonTodd Capital LLC 2010 - 2012
PlumTree Partners 2009 - 2010
Prudential Capital Group 2008 - 2010
Education
Southern Methodist University
Finance & Accounting
Prudential Capital Group December 2013 - Present
Prudential Capital Group June 2011 - December 2013
Prudential Capital Group July 2007 - June 2011
Education
University of Michigan - Stephen M. Ross School of Business
Finance/Accounting
Prudential Capital Group April 2001 - Present
Arthur Andersen July 1999 - April 2001
Skills
Project Finance, Renewable Energy, Business Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis, Business Strategy, Strategic Planning, Financial Structuring
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 1999
Business Honors/Finance
L'Universite de Paris - La Sorbonne 1998 — 1998
French language and culture
Sulphur Springs High School 1991 — 1995
Prudential Capital Group December 2013 - Present
Prudential Capital Group March 2012 - December 2013
Prudential Financial January 2010 - March 2012
Prudential Financial September 2008 - January 2010
Prudential Financial July 2008 - September 2008
Prudential Financial November 2007 - July 2008
Prudential Financial June 2007 - November 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Training, Research, Process Improvement, Leadership, Microsoft Word, Outlook, HTML
Education
Rutgers Business School
Master of Business Administration (MBA)
Rutgers Business School
Bachelor of Science (BS)
Gilead Sciences 2001 - 2003
XOMA 2000 - 2001
Prudential Capital Group 1999 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Budgets, Public Speaking
Education
The University of Texas at Austin
UCLA
Bachelor of Science (BS), Biology/Biological Sciences
Goldman Sachs August 2006 - Present
Prudential Capital Group March 2004 - August 2006
Education
Southern Methodist University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, General
Bechtel Power Corporation April 2014 - July 2014
Bechtel Corporation May 2013 - February 2014
Bechtel Corporation May 2012 - May 2013
Sunoco June 2010 - June 2012
Sunoco Refinery / Hydrochem June 2008 - June 2010
Prudential Capital Group January 2006 - June 2007
Education
Temple University
Bachelor's degree, Computer Science
Temple University
Prudential Capital Group April 2014 - August 2014
Small Business: Retail Deli & Grocery August 2011 - July 2013
Skills
Microsoft Excel, Microsoft PowerPoint, Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Managerial Finance, Financial Accounting, Finance, Accounting, Microsoft Office, Microsoft Word, Microsoft Access, Bloomberg Terminal, Microsoft Outlook, QuickBooks, Visual Basic, VBA, Bloomberg
Education
State University of New York at Albany 2009 — 2011
Master of Science (MS), Accounting, 3.6
State University of New York at Albany 2005 — 2009
Bachelor of Science (BS), Financial Analysis, 3.8