Rebsamen Trust Portfolio Management
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Rebsamen Trust Portfolio Management Employees
Employee
Years
Job
Industry
Sarah Margaret Pittman Sarah Margaret Pittman's Rebsamen Trust Portfolio Management Experience August 2013 - May 2014
Job Restructuring Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal June 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - May 2014
Arvest Fixed Income August 2013 - May 2014
Wells Fargo Advisors May 2013 - June 2013
Walton College External Relations January 2012 - May 2012
Coppell Family YMCA May 2010 - January 2011
Skills
Microsoft Excel, Teamwork, International Relations, Databases, Financial Analysis, Investments, PowerPoint, Microsoft Word, Finance, Financial Modeling, Analysis, Accounting, Microsoft Office, Writing, Creative Writing, Economics, International Economics, Leadership, Customer Service
Education
University of Arkansas at Fayetteville 2010 — 2014
B.S.B.A., Finance major, Economics and English minors
London School of Economics and Political Science
Economics, A+
Consortium Institute of Management and Business Administration
Alvarez & Marsal June 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - May 2014
Arvest Fixed Income August 2013 - May 2014
Wells Fargo Advisors May 2013 - June 2013
Walton College External Relations January 2012 - May 2012
Coppell Family YMCA May 2010 - January 2011
Skills
Microsoft Excel, Teamwork, International Relations, Databases, Financial Analysis, Investments, PowerPoint, Microsoft Word, Finance, Financial Modeling, Analysis, Accounting, Microsoft Office, Writing, Creative Writing, Economics, International Economics, Leadership, Customer Service
Education
University of Arkansas at Fayetteville 2010 — 2014
B.S.B.A., Finance major, Economics and English minors
London School of Economics and Political Science
Economics, A+
Consortium Institute of Management and Business Administration
Aaron Pierce Aaron Pierce's Rebsamen Trust Portfolio Management Experience August 2013 - July 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - July 2014
Arvest Fixed Income August 2013 - July 2014
University of Arkansas August 2012 - May 2014
Walmart Stores, Inc. June 2013 - September 2013
Forever-Red May 2012 - June 2013
University of Arkansas August 2011 - June 2013
U.S. House of Representatives June 2012 - August 2012
Skills
Public Speaking, Sales, Team Leadership, Account Management, Marketing Communications, Staff Development, Financial Analysis, Internal Audit, Financial Audits, Program Management, Political Science, Microsoft Office, Social Media, Account Reconciliation, Financial Accounting, Risk Assessment, Leadership, Management, Analysis
Education
University of Arkansas 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
J.P. Morgan July 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - July 2014
Arvest Fixed Income August 2013 - July 2014
University of Arkansas August 2012 - May 2014
Walmart Stores, Inc. June 2013 - September 2013
Forever-Red May 2012 - June 2013
University of Arkansas August 2011 - June 2013
U.S. House of Representatives June 2012 - August 2012
Skills
Public Speaking, Sales, Team Leadership, Account Management, Marketing Communications, Staff Development, Financial Analysis, Internal Audit, Financial Audits, Program Management, Political Science, Microsoft Office, Social Media, Account Reconciliation, Financial Accounting, Risk Assessment, Leadership, Management, Analysis
Education
University of Arkansas 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Sean Duncan Sean Duncan's Rebsamen Trust Portfolio Management Experience August 2012 - May 2013
Job Financial Analyst Phillips 66
Industry Oil & Energy
Experience
Phillips 66 October 2014 - Present
Phillips 66 June 2013 - October 2014
University of Arkansas January 2013 - May 2013
Rebsamen Trust Portfolio Management August 2012 - May 2013
Advanced Equities, Inc June 2012 - August 2012
Target Inc October 2010 - September 2011
Clean Coin Laundry May 2009 - October 2009
Hunter Property Management Inc May 2008 - September 2009
City of Springfield, Missouri May 2005 - September 2006
Skills
Bloomberg Certfied, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Bloomberg, Public Speaking, Financial Modeling, Accounting, Research, Investments, Data Analysis, Access, QuickBooks, Financial Reporting
Education
University of Arkansas 2009 — 2013
Bachelor of Science, Business Administration; Finance and Accounting
Phillips 66 October 2014 - Present
Phillips 66 June 2013 - October 2014
University of Arkansas January 2013 - May 2013
Rebsamen Trust Portfolio Management August 2012 - May 2013
Advanced Equities, Inc June 2012 - August 2012
Target Inc October 2010 - September 2011
Clean Coin Laundry May 2009 - October 2009
Hunter Property Management Inc May 2008 - September 2009
City of Springfield, Missouri May 2005 - September 2006
Skills
Bloomberg Certfied, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Bloomberg, Public Speaking, Financial Modeling, Accounting, Research, Investments, Data Analysis, Access, QuickBooks, Financial Reporting
Education
University of Arkansas 2009 — 2013
Bachelor of Science, Business Administration; Finance and Accounting
James Staley James Staley's Rebsamen Trust Portfolio Management Experience September 2006 - May 2007
Job Investment Banking Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2013 - Present
SMU Office of the Treasurer June 2012 - December 2012
Mercer March 2010 - July 2011
Mercer August 2007 - March 2010
Hirsch Law Firm January 2007 - June 2007
University of Arkansas December 2006 - May 2007
Rebsamen Trust Portfolio Management September 2006 - May 2007
Education
Southern Methodist University 2011 — 2013
MBA, Finance, Accounting
University of Arkansas 2003 — 2007
BSBA, International Economics
University of Cambridge 2005 — 2006
Economics
Stephens Inc. June 2013 - Present
SMU Office of the Treasurer June 2012 - December 2012
Mercer March 2010 - July 2011
Mercer August 2007 - March 2010
Hirsch Law Firm January 2007 - June 2007
University of Arkansas December 2006 - May 2007
Rebsamen Trust Portfolio Management September 2006 - May 2007
Education
Southern Methodist University 2011 — 2013
MBA, Finance, Accounting
University of Arkansas 2003 — 2007
BSBA, International Economics
University of Cambridge 2005 — 2006
Economics
Bill Fugitt Bill Fugitt's Rebsamen Trust Portfolio Management Experience August 2012 - May 2013
Job Investment Banking Senior Analyst at Stephens Inc
Industry Financial Services
Experience
Stephens Inc. June 2013 - Present
Rebsamen Trust Portfolio Management August 2012 - May 2013
Tyson Foods January 2012 - May 2013
Arvest Fixed Income Fund August 2011 - June 2012
Morgan Keegan August 2011 - December 2011
United States Marine Corps 2005 - 2009
Skills
Bloomberg, Access, Bloomberg Terminal, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Outlook, Investments, Research, Leadership, Microsoft Excel, Analysis, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of Arkansas at Fayetteville 2009 — 2013
Finnance & Accounting
Stephens Inc. June 2013 - Present
Rebsamen Trust Portfolio Management August 2012 - May 2013
Tyson Foods January 2012 - May 2013
Arvest Fixed Income Fund August 2011 - June 2012
Morgan Keegan August 2011 - December 2011
United States Marine Corps 2005 - 2009
Skills
Bloomberg, Access, Bloomberg Terminal, Financial Modeling, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Outlook, Investments, Research, Leadership, Microsoft Excel, Analysis, Investment Banking, Valuation, Corporate Finance, Equities
Education
University of Arkansas at Fayetteville 2009 — 2013
Finnance & Accounting
Haley Glasgow Haley Glasgow's Rebsamen Trust Portfolio Management Experience August 2010 - May 2011
Job Professional Services at PROS
Industry Information Technology and Services
Experience
PROS January 2012 - Present
Ability LLC November 2010 - November 2011
Rebsamen Trust Portfolio Management August 2010 - May 2011
Skills
Analysis, Investments, Pricing Strategy, ERP, Quality Assurance, Fixed Income, Strategic Planning, Cross-functional Team..., Equities, Forecasting, Process Improvement, Project Management, Pricing, Project Planning, Business Analysis
Education
University of Arkansas at Fayetteville 2007 — 2011
Bachelors of Science in Business Administration, Finance, Information Systems
PROS January 2012 - Present
Ability LLC November 2010 - November 2011
Rebsamen Trust Portfolio Management August 2010 - May 2011
Skills
Analysis, Investments, Pricing Strategy, ERP, Quality Assurance, Fixed Income, Strategic Planning, Cross-functional Team..., Equities, Forecasting, Process Improvement, Project Management, Pricing, Project Planning, Business Analysis
Education
University of Arkansas at Fayetteville 2007 — 2011
Bachelors of Science in Business Administration, Finance, Information Systems
Tiffany (Phelps) Hunt Tiffany (Phelps) Hunt's Rebsamen Trust Portfolio Management Experience August 2009 - May 2010
Job Manager of Business Operations at Tulsa Inspection Resources, LLC
Industry Oil & Energy
Experience
Tulsa Inspection Resources Inc August 2014 - Present
Cypress Energy Partners June 2013 - August 2014
2M Companies, Inc. July 2010 - June 2013
Rebsamen Trust Portfolio Management August 2009 - May 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Private Equity, Microsoft Office, Venture Capital, Equities, Mergers, PowerPoint, Portfolio Management, Microsoft Word, Market Analysis, Due Diligence, Business Strategy, Mergers & Acquisitions, Corporate Finance, Finance, Analysis, Financial Reporting
Education
University of Arkansas at Fayetteville 2006 — 2010
Financial Management/Investments
Tulsa Inspection Resources Inc August 2014 - Present
Cypress Energy Partners June 2013 - August 2014
2M Companies, Inc. July 2010 - June 2013
Rebsamen Trust Portfolio Management August 2009 - May 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Private Equity, Microsoft Office, Venture Capital, Equities, Mergers, PowerPoint, Portfolio Management, Microsoft Word, Market Analysis, Due Diligence, Business Strategy, Mergers & Acquisitions, Corporate Finance, Finance, Analysis, Financial Reporting
Education
University of Arkansas at Fayetteville 2006 — 2010
Financial Management/Investments
Jessica Crain's Rebsamen Trust Portfolio Management Experience August 2011 - May 2012
Job Manager Netcost Quoting at Windstream
Industry Financial Services
Experience
Windstream March 2015 - Present
Windstream Communications August 2014 - March 2015
Windstream Communications March 2014 - August 2014
Windstream Communications July 2013 - March 2014
Windstream Communications June 2012 - July 2013
Rebsamen Trust Portfolio Management August 2011 - May 2012
Arkansas Best Corporation May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Outlook, Sales, Microsoft SQL Server
Education
University of Arkansas 2008 — 2012
Bachelors, Major: Financial Management/Investing Minor: Accounting
Alma High School 2005 — 2008
High School Diploma
Windstream March 2015 - Present
Windstream Communications August 2014 - March 2015
Windstream Communications March 2014 - August 2014
Windstream Communications July 2013 - March 2014
Windstream Communications June 2012 - July 2013
Rebsamen Trust Portfolio Management August 2011 - May 2012
Arkansas Best Corporation May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Customer Service, Outlook, Sales, Microsoft SQL Server
Education
University of Arkansas 2008 — 2012
Bachelors, Major: Financial Management/Investing Minor: Accounting
Alma High School 2005 — 2008
High School Diploma
Camron Browning's Rebsamen Trust Portfolio Management Experience June 2009 - May 2010
Job Market Risk Analyst at Coastal Strategies, LLC
Industry Investment Management
Experience
Coastal Strategies, LLC October 2012 - Present
Coastal Trade Securities, LLC February 2011 - October 2012
Rebsamen Trust Portfolio Management June 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Risk Management
Education
University of Arkansas 2006 — 2010
Coastal Strategies, LLC October 2012 - Present
Coastal Trade Securities, LLC February 2011 - October 2012
Rebsamen Trust Portfolio Management June 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Risk Management
Education
University of Arkansas 2006 — 2010
Mitchell Bell's Rebsamen Trust Portfolio Management Experience August 2009 - May 2010
Job Assurance Staff at Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2011 - Present
Rebsamen Trust Portfolio Management August 2009 - May 2010
Longer Investments Inc May 2009 - May 2010
Edward Jones Investments December 2008 - May 2009
Skills
Financial Analysis
Education
University of Arkansas at Fayetteville 2010 — 2011
Master's of Accountancy
University of Arkansas 2006 — 2010
B.S.B.A, Financial Management & Investments
Ernst & Young August 2011 - Present
Rebsamen Trust Portfolio Management August 2009 - May 2010
Longer Investments Inc May 2009 - May 2010
Edward Jones Investments December 2008 - May 2009
Skills
Financial Analysis
Education
University of Arkansas at Fayetteville 2010 — 2011
Master's of Accountancy
University of Arkansas 2006 — 2010
B.S.B.A, Financial Management & Investments