RiverStone Wealth Management
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RiverStone Wealth Management Employees
Platinum Wealth Solutions of Texas, LLC April 2012 - Present
RiverStone Wealth Management September 2009 - April 2012
Education
Texas State University-San Marcos
RiverStone Wealth Management July 2009 - Present
Skills
Mutual Funds, Insurance, Investments, Financial Analysis, Wealth Management, Strategic Planning, Asset Managment, Asset Management, Series 7, Investment Strategies, Wealth Management..., Series 63, Fixed Income, 401k, Financial Planners, Investment Management, Estate Planning, Portfolio Management, Financial Modeling, Asset Allocation, Investment Advisory, Strategic Financial..., Securities, Mergers & Acquisitions, Alternative Investments, Life Insurance, Uniform Combined State..., Retirement Planning, Financial Services, Equities
Education
University of Rhode Island 1982 — 1986
Bachelor of Science, Electrical Engineering
The American College 2000 — 2001
Certified Financial Planner
Basin Cleaning Service, Jody's Tree Service, Keyport Inc. 2012 - Present
Autologic Diagnostics Inc 2010 - 2012
George Wong Design Inc 2008 - 2010
Freedom Security Systems Inc 2004 - 2008
Riverstone Wealth Management 2004 - 2005
G R O W 2002 - 2004
Cobra Marine April 1993 - April 2002
Skills
Human Resources..., Creation/Implementation..., Quickbooks Certified, General Ledger, Invoicing, Payroll, Accruals, Account Reconciliation, Accounting, Personnel Management, Journal Entries, Accounts Payable, Bookkeeping, Accounts Receivable, Auditing, Bank Reconciliation, Payroll Taxes, Data Entry, Benefits Administration, Tax, Sales Tax, Internal Controls, Financial Statements, Financial Analysis, Expenses, QuickBooks, Budgets, Job Costing, Balance, Financial Accounting, Preparation, Year End Accounts, Human Resources, Cash, Customer Service, Microsoft Office, Microsoft Excel, Management, Financial Reporting, Training
Education
St. Petersburg College 1987 — 1989
Business Administration, Management and Operations
RiverStone Wealth Management May 2005 - Present
Skills
Financial Analysis, Mutual Funds, Asset Management, Strategic Financial..., Asset Managment, Mergers & Acquisitions, Portfolio Management, Customer Service, Start-ups, Financial Modeling, Cash Management, Marketing Strategy, Strategic Planning, Investments, Budgets, Microsoft Office, Management, Valuation, Wealth Management, Insurance, Forecasting, Entrepreneurship, Team Building, QuickBooks, Securities, Public Speaking, Corporate Finance, Due Diligence, Process Improvement, Mergers, Private Equity, Alternative Investments
Education
University of Alabama
DRW Trading Group April 2013 - March 2015
DynCorp International October 2012 - March 2013
Barbnet Investment Company September 2011 - June 2012
Hawkeye Securities June 2010 - May 2011
Waco Humane Society January 2009 - May 2010
Just For Fun Boat Rentals May 2007 - August 2007
Franklin Pierce College August 2006 - May 2007
RiverStone Wealth Management June 2006 - August 2006
Skills
Valuation, Equities, Derivatives, Managerial Finance, Customer Service, Investments, Microsoft Office, Economics, Financial Analysis, Financial Modeling, Visio, Access, SQL, Microsoft Excel, Pivot Tables, VBA, PowerPoint, Business Analysis, Portfolio Management, Asset Managment, Risk Management, Research, PeopleSoft, Oracle Applications, GAAP, Cash Flow, Asset Modeling, Securities, Fixed Income
Education
Baylor University - Hankamer School of Business 2007 — 2010
Bachelor of Business Adminstration, Finance
Franklin Pierce University 2005 — 2007
RiverStone Wealth Management May 2009 - Present
UBS Financial Services Inc. January 2007 - April 2009
Education
St. Mary's University School of Law 1977 — 1980
JD
MD Cress Ventures January 2013 - Present
MD Cress & Associates, LLC June 2010 - Present
Commerce Consulting Group, LLC December 2007 - 2010
Mastodon Ventures December 2006 - December 2007
RiverStone Wealth Management May 2003 - December 2006
Oxford Financial Group January 2000 - May 2003
Morgan Stanley January 1992 - December 1999
Skills
Mergers, Financial Modeling, Private Placements, Venture Capital, Private Equity, Corporate Finance, Strategic Planning, Capital Raising, Investment Banking, Asset Managment, IPO, Corporate Development, Capital Structure, Capital, Capital Markets, Investment Strategies, Capital Allocation, Alternative Investments, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Strategy, M&A experience, Structured Finance, Leveraged Finance, Growth Capital, Start-ups, Investor Relations, Funding, Entrepreneurship, Mezzanine, Business Valuation, Valuation, Investments, Finance, Due Diligence, Equity Capital Markets
Education
The University of Texas at Austin 1990 — 1992
B.A., Economics
CM First Group 2013 - Present
ACCOUNTING AND FINANCE CONSULTANT October 2011 - Present
Brown Bag Delivers January 2011 - Present
ADC Austin November 2007 - September 2010
Mi Tierra Title 2006 - 2007
Accounting Principals 2005 - 2006
Riverstone Wealth Management 2004 - 2005
Smith Barney Consulting Group 2002 - 2003
University of Texas School of Law 2000 - 2001
Skills
Financial Analysis, Sales Process, Strategic Financial..., Accounting, Motivation, Management, Leadership, Financial Modeling, Accounts Receivable, Strategic Planning, Mergers & Acquisitions, Finance, Forecasting, Start-ups, Risk Management, Portfolio Management, Negotiation, Due Diligence, Entrepreneurship, Strategy, Collage, Financial Reporting, Budgets, Passion for Success, Business Development, Paint, Analysis, Pricing, Auditing, Team Leadership, Human Resources, Sales, Payroll, Executive Management, Management Consulting, Internal Controls, P&L, Marketing, Enterprise Software, Business Planning
Education
The University of Texas at Austin 1999 — 2004
BA
RiverStone Wealth Management February 1997 - Present
Education
The University of Texas at Austin
bachelor degree
Bachelor of Art, Economics
SEDA FRANCE INC February 2008 - Present
RIVERSTONE WEALTH MANAGEMENT 2002 - 2008
TIMBERLINE 1 MANAGEMENT 2002 - 2005
Skills
Cost Accounting, FRx
Education
The University of Texas at El Paso 1997 — 2002
EZCORP May 2014 - December 2014
IBM Corporation August 2006 - June 2011
Webify Solutions August 2004 - August 2006
RiverStone Wealth Management January 2002 - August 2006
EY January 1998 - January 2002
Covenant Wealth Strategies 1998 - 2001
Loadhandler Industries 1996 - 1997
Skills
Budgeting, Analysis, Insurance, Business Management, Operations, Marketing Communications, Financial Analysis, Project Management, Forecasting, Management, Budgets, Program Management, Sales Operations, Accounting, Team Leadership, Start-ups, Mergers & Acquisitions, Time Management, Pre-sales, Business Planning, Sales, Cross-functional Team..., Entrepreneurship, Access, Marketing, Business Analysis, Finance, Account Management, Contract Negotiation, Strategy, Business Development, Business Process..., Financial Reporting, Training, Process Improvement, Leadership, Strategic Planning, CRM, Customer Service
Education
Concordia University 2001 — 2002
Bachelors, Business Administration
5 Point Enterprises, LLC/ New Horizons Computer Learning Centers December 2011 - April 2014
RiverStone Wealth Management September 2010 - June 2011
Morgan Keegan August 2008 - July 2009
Law Offices of Ross Gelfand July 2007 - January 2008
Stewart & Associates January 2006 - February 2007
Skills
Courts, Legal Research, Management, Securities, Mediation, Microsoft Excel, Insurance, Microsoft Word, Administrative..., Customer Service, Microsoft Office, Human Resources, Government, Marketing, Public Speaking, Policy
Education
Mississippi College School of Law 1999 — 2002
JD, Law
Auburn University 1994 — 1997
BA, Political Science