RiverStone Wealth Management

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RiverStone Wealth Management Employees

Employee
Years
Job
Industry
Jennifer Scroggins Jennifer Scroggins San Antonio, Texas Area Details
Jennifer Scroggins's RiverStone Wealth Management Experience September 2009 - April 2012
Job Director of Financial Planning
Industry Financial Services
Experience
Platinum Wealth Solutions of Texas, LLC  April 2012 - Present
RiverStone Wealth Management   September 2009 - April 2012

Education
Texas State University-San Marcos

Ray Deragon, CFP® Ray Deragon, CFP® Austin, Texas Area Details
Ray Deragon, CFP®'s RiverStone Wealth Management Experience July 2009 - Present
Job
Industry Financial Services
Experience
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

Lane Koch Lane Koch Greater New York City Area Details
Lane Koch's RiverStone Wealth Management Experience 2004 - 2005
Job Full Charge BookkeeperRemote at Multiple
Industry Accounting
Experience
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

Ed Valle Ed Valle Austin, Texas Area Details
Ed Valle's RiverStone Wealth Management Experience May 2005 - Present
Job Principal/ CFO at RiverStone Wealth Management
Industry Financial Services
Experience
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

Jonathan Aclin Jonathan Aclin Austin, Texas Details
Jonathan Aclin's RiverStone Wealth Management Experience June 2006 - August 2006
Job Global Trading Operations at DRW Trading Group
Industry Investment Management
Experience
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

Carlos Resendez Carlos Resendez San Antonio, Texas Area Details
Carlos Resendez's RiverStone Wealth Management Experience May 2009 - Present
Job Financial Advisor at RiverStone Wealth Management Services Inc.
Industry Financial Services
Experience
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

Jim Cannon Jim Cannon Austin, Texas Area Details
Jim Cannon's RiverStone Wealth Management Experience May 2003 - December 2006
Job Managing Member at MD Cress Ventures
Industry Investment Banking
Experience
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

Benjamin Mendoza III Benjamin Mendoza III Austin, Texas Details
Benjamin Mendoza III's RiverStone Wealth Management Experience 2004 - 2005
Job Financial Controller at CM First Group
Industry Computer Software
Experience
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

azam jaber azam jaber Austin, Texas Area Details
azam jaber's RiverStone Wealth Management Experience February 1997 - Present
Job vice president at Riverstone wealth
Industry Financial Services
Experience
RiverStone Wealth Management   February 1997 - Present

Education
The University of Texas at Austin

bachelor degree
Bachelor of Art, Economics

Yvonne Yllarramendi Yvonne Yllarramendi Austin, Texas Area Details
Yvonne Yllarramendi's RiverStone Wealth Management Experience 2002 - 2008
Job CONTROLLER at SEDA FRANCE INC
Industry Wholesale
Experience
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

Perri Munsch Perri Munsch Austin, Texas Area Details
Perri Munsch's RiverStone Wealth Management Experience January 2002 - August 2006
Job Manager of Client Services at Bridgepoint Consulting, LLC
Industry Computer Software
Experience
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

Amy Jeanette Martin Amy Jeanette Martin Austin, Texas Area Details
Amy Jeanette Martin's RiverStone Wealth Management Experience September 2010 - June 2011
Job Legal/Financial Compliance Professional
Industry Legal Services
Experience
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