Robertson, Griege & Thoele
Industry: Company
DescriptionFounded: 1985 Subsidiary: Robertson, Griege & Thoele, Financial Advisors, Asset Management Arm
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Robertson, Griege & Thoele Employees
Employee
Years
Job
Industry
Toni Cornett Toni Cornett's Robertson, Griege & Thoele Experience January 2002 - May 2007
Job EHS Safety & Systems Coordinator
Industry Human Resources
Experience
Frito Lay March 2011 - Present
Frito Lay May 2007 - March 2011
Robertson, Griege & Thoele January 2002 - May 2007
Crown Plaza Hotel 2002 - 2002
Renaissance Richardson Hotel 2001 - 2001
Courtyard by Marriott, Addison, TX 2000 - 2001
Holiday Inn 1998 - 2000
Baker Oil Tools January 1995 - September 1998
Highland Beach Holiday Inn 1995 - 1995
Skills
Organizational..., Employee Training, Process Improvement, Microsoft Excel, Budget, System Administration, Operating Systems, Systems Analysis, System Testing, Human Resources, Microsoft Office, Sales, Project Management, PowerPoint, Inventory Management, Supply Chain, Supply Chain Management, Continuous Improvement, Budgets, Cross-functional Team..., Management, Operations Management, Team Leadership, Leadership, Team Building, Training, Forecasting
Education
Columbia Southern University 2013 — 2015
Associate’s Degree, Occupational Health and Safety, 3.5
louisiana technical college lafayette 1993 — 1995
Associates, Hotel Management
University of Louisiana at Lafayette 1991 — 1993
English
Teurlings 1986 — 1991
St. Leo
Frito Lay March 2011 - Present
Frito Lay May 2007 - March 2011
Robertson, Griege & Thoele January 2002 - May 2007
Crown Plaza Hotel 2002 - 2002
Renaissance Richardson Hotel 2001 - 2001
Courtyard by Marriott, Addison, TX 2000 - 2001
Holiday Inn 1998 - 2000
Baker Oil Tools January 1995 - September 1998
Highland Beach Holiday Inn 1995 - 1995
Skills
Organizational..., Employee Training, Process Improvement, Microsoft Excel, Budget, System Administration, Operating Systems, Systems Analysis, System Testing, Human Resources, Microsoft Office, Sales, Project Management, PowerPoint, Inventory Management, Supply Chain, Supply Chain Management, Continuous Improvement, Budgets, Cross-functional Team..., Management, Operations Management, Team Leadership, Leadership, Team Building, Training, Forecasting
Education
Columbia Southern University 2013 — 2015
Associate’s Degree, Occupational Health and Safety, 3.5
louisiana technical college lafayette 1993 — 1995
Associates, Hotel Management
University of Louisiana at Lafayette 1991 — 1993
English
Teurlings 1986 — 1991
St. Leo
Bradley S. Phillips's Robertson, Griege & Thoele Experience August 2012 - March 2013
Job Policy Director at Texas House Caucus
Industry Legal Services
Experience
Texas House Caucus February 2015 - Present
Vacek, Kiecke & Currier May 2014 - Present
PwC March 2013 - April 2014
Robertson, Griege & Thoele August 2012 - March 2013
Texas Tech Law School Income Tax Clinic July 2011 - May 2012
USAA June 2011 - July 2011
Lubbock City Attorney's Office June 2010 - July 2010
Texas Tech University August 2006 - May 2008
Gene Walters Law Firm January 2007 - May 2007
Skills
Estate Planning, Strategic Financial..., Investments, Tax, Wealth Management, Investment Advisory, Investment Management, Financial Planners, Retirement Planning, Legal Research, Legal Writing, Asset Management, Financial Analysis, Personal Finance, Due Diligence, Finance, Financial Planning, Public Speaking
Education
Texas Tech University 2009 — 2012
M.S, Personal Financial Planning
Texas Tech University School of Law 2009 — 2012
J.D., Law
Texas Tech University 2005 — 2009
B.A, English, Summa Cum Laude
Coronado High School 2002 — 2005
Texas House Caucus February 2015 - Present
Vacek, Kiecke & Currier May 2014 - Present
PwC March 2013 - April 2014
Robertson, Griege & Thoele August 2012 - March 2013
Texas Tech Law School Income Tax Clinic July 2011 - May 2012
USAA June 2011 - July 2011
Lubbock City Attorney's Office June 2010 - July 2010
Texas Tech University August 2006 - May 2008
Gene Walters Law Firm January 2007 - May 2007
Skills
Estate Planning, Strategic Financial..., Investments, Tax, Wealth Management, Investment Advisory, Investment Management, Financial Planners, Retirement Planning, Legal Research, Legal Writing, Asset Management, Financial Analysis, Personal Finance, Due Diligence, Finance, Financial Planning, Public Speaking
Education
Texas Tech University 2009 — 2012
M.S, Personal Financial Planning
Texas Tech University School of Law 2009 — 2012
J.D., Law
Texas Tech University 2005 — 2009
B.A, English, Summa Cum Laude
Coronado High School 2002 — 2005
Matthew Branch Matthew Branch's Robertson, Griege & Thoele Experience September 2013 - Present
Job Financial Planner at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele September 2013 - Present
Accenture January 2011 - September 2013
Sherwin-Williams Paints May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Data Analysis, Financial Reporting, Forecasting, Portfolio Management, Asset Allocation, Wealth Management, High Net Worth..., Strategic Financial...
Education
Texas Tech University - Rawls College of Business 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Robertson, Griege & Thoele September 2013 - Present
Accenture January 2011 - September 2013
Sherwin-Williams Paints May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Data Analysis, Financial Reporting, Forecasting, Portfolio Management, Asset Allocation, Wealth Management, High Net Worth..., Strategic Financial...
Education
Texas Tech University - Rawls College of Business 2006 — 2010
Bachelor of Business Administration (BBA), International Business
Ryan Clarkson Ryan Clarkson's Robertson, Griege & Thoele Experience June 2013 - August 2013
Job Risk Analyst at Balfour Beatty Construction
Industry Investment Management
Experience
Hillcrest Asset Management June 2014 - March 2015
Baylor University Student Managed Portfolio January 2014 - May 2014
Baylor University February 2014 - April 2014
Robertson, Griege & Thoele June 2013 - August 2013
Academy Sports + Outdoors March 2012 - November 2012
Office Depot February 2008 - August 2011
Skills
Team Leadership, Financial Analysis, Merchandising, Account Management, Financial Reporting, CRM, Inventory Management, Finance, Investments, Financial Planning
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.7
Baylor Univesity 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
Hillcrest Asset Management June 2014 - March 2015
Baylor University Student Managed Portfolio January 2014 - May 2014
Baylor University February 2014 - April 2014
Robertson, Griege & Thoele June 2013 - August 2013
Academy Sports + Outdoors March 2012 - November 2012
Office Depot February 2008 - August 2011
Skills
Team Leadership, Financial Analysis, Merchandising, Account Management, Financial Reporting, CRM, Inventory Management, Finance, Investments, Financial Planning
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.7
Baylor Univesity 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics
Jeannie Garcia Jeannie Garcia's Robertson, Griege & Thoele Experience June 1993 - April 1996
Job Fulfillment Coordinator at ATS Fleet Services
Industry Transportation/Trucking/Railroad
Experience
ATS Fleet Services July 2014 - Present
Federation of State Medical Boards June 2013 - June 2014
Corelogic April 2004 - April 2013
Orion Financial Group, Inc April 2002 - April 2004
Home May 1996 - March 2002
Robertson, Griege & Thoele June 1993 - April 1996
Snelling April 1993 - June 1993
K & G Company, Inc. January 1992 - March 1993
Green Oaks Hospital May 1991 - October 1991
The Dallas Sidekicks November 1989 - April 1991
Skills
Data Entry, Administrative..., Accounts Payable, Accounts Receivable, Office Management, Customer Service, Research, Loans, Tax, Fax, Mortgage Servicing, Management, Payroll
Education
Tarrant County College 1996 — 1996
Discipline & Classroom Management
Executive Secretarial School 1991 — 1992
Certification, Business Administration, 4.0
ATS Fleet Services July 2014 - Present
Federation of State Medical Boards June 2013 - June 2014
Corelogic April 2004 - April 2013
Orion Financial Group, Inc April 2002 - April 2004
Home May 1996 - March 2002
Robertson, Griege & Thoele June 1993 - April 1996
Snelling April 1993 - June 1993
K & G Company, Inc. January 1992 - March 1993
Green Oaks Hospital May 1991 - October 1991
The Dallas Sidekicks November 1989 - April 1991
Skills
Data Entry, Administrative..., Accounts Payable, Accounts Receivable, Office Management, Customer Service, Research, Loans, Tax, Fax, Mortgage Servicing, Management, Payroll
Education
Tarrant County College 1996 — 1996
Discipline & Classroom Management
Executive Secretarial School 1991 — 1992
Certification, Business Administration, 4.0
Carolyn Mora's Robertson, Griege & Thoele Experience November 2007 - June 2012
Job Wealth Management Administrator
Industry Financial Services
Experience
Hurst Citizens Police Academy Alumni Association September 2014 - Present
GPP Wealth Management, LLC June 2012 - Present
City of Hurst Neighborhood Community Advisory Committee 2010 - Present
Robertson, Griege & Thoele November 2007 - June 2012
Allstate Insurance December 1998 - September 2007
Skills
Insurance, Wealth Management, Strategic Financial..., Portfolio Management, CRM, Investment Advisory, Training, Program Management, Financial Advisory, Financial Planners, Estate Planning, Personal Finance
Education
Tarrant County College
Business
Hurst Citizens Police Academy Alumni Association September 2014 - Present
GPP Wealth Management, LLC June 2012 - Present
City of Hurst Neighborhood Community Advisory Committee 2010 - Present
Robertson, Griege & Thoele November 2007 - June 2012
Allstate Insurance December 1998 - September 2007
Skills
Insurance, Wealth Management, Strategic Financial..., Portfolio Management, CRM, Investment Advisory, Training, Program Management, Financial Advisory, Financial Planners, Estate Planning, Personal Finance
Education
Tarrant County College
Business
Christina Edland's Robertson, Griege & Thoele Experience April 2007 - May 2008
Job Financial Analyst at First Preston HT
Industry Investment Management
Experience
First Preston HT September 2012 - Present
Vision Research, LLC September 2012 - September 2012
NFJ Investment Group May 2009 - April 2012
Esposito Securities, LLC July 2008 - March 2009
Robertson, Griege & Thoele April 2007 - May 2008
Brazos Land Development August 2006 - February 2007
Smith Group Assest Management May 2006 - August 2006
Skills
Investments, Series 7, Trading, Portfolio Management, Alternative Investments, Equities, Wealth Management, Asset Managment, Financial Analysis, Strategic Financial..., Equity Research, Mutual Funds, Investment Management, Finance, Securities, Bloomberg, Asset Allocation, Analysis, Asset Management, Financial Planning
Education
Southern Methodist University 2002 — 2007
BSFA, Economics with Financial Applications
Newman Smith High School 1999 — 2002
General, Honors & Advanced Placement Courses
First Preston HT September 2012 - Present
Vision Research, LLC September 2012 - September 2012
NFJ Investment Group May 2009 - April 2012
Esposito Securities, LLC July 2008 - March 2009
Robertson, Griege & Thoele April 2007 - May 2008
Brazos Land Development August 2006 - February 2007
Smith Group Assest Management May 2006 - August 2006
Skills
Investments, Series 7, Trading, Portfolio Management, Alternative Investments, Equities, Wealth Management, Asset Managment, Financial Analysis, Strategic Financial..., Equity Research, Mutual Funds, Investment Management, Finance, Securities, Bloomberg, Asset Allocation, Analysis, Asset Management, Financial Planning
Education
Southern Methodist University 2002 — 2007
BSFA, Economics with Financial Applications
Newman Smith High School 1999 — 2002
General, Honors & Advanced Placement Courses
Jordan Nightingale, MS, CFP®'s Robertson, Griege & Thoele Experience June 2009 - August 2009
Job Associate Wealth Advisor at HFG Wealth Management, LLC
Industry Financial Services
Experience
HFG Wealth Management, LLC April 2014 - Present
Keener Financial Planning April 2013 - April 2014
Petersen Hastings January 2010 - April 2013
Texas Tech University August 2009 - January 2010
Robertson, Griege & Thoele June 2009 - August 2009
Texas Tech University June 2008 - May 2009
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Investments, Financial Planners, Asset Allocation, Strategic Financial..., Estate Planning, Retirement, Personal Finance, Small Business, Financial Advisory, Financial Analysis, Mutual Funds, Wealth, Investment Advisory
Education
Texas Tech University 2008 — 2009
Master of Science (MS), Personal Financial Planning
University of New York in Prague 2009 — 2009
International Accounting
Texas Tech University - Rawls College of Business 2006 — 2008
Bachelor of Business Administration (BBA), Economics
Lon Morris College 2004 — 2006
Associate of Arts (AA), Business
Port Neches-Groves High School 2000 — 2004
HFG Wealth Management, LLC April 2014 - Present
Keener Financial Planning April 2013 - April 2014
Petersen Hastings January 2010 - April 2013
Texas Tech University August 2009 - January 2010
Robertson, Griege & Thoele June 2009 - August 2009
Texas Tech University June 2008 - May 2009
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Investments, Financial Planners, Asset Allocation, Strategic Financial..., Estate Planning, Retirement, Personal Finance, Small Business, Financial Advisory, Financial Analysis, Mutual Funds, Wealth, Investment Advisory
Education
Texas Tech University 2008 — 2009
Master of Science (MS), Personal Financial Planning
University of New York in Prague 2009 — 2009
International Accounting
Texas Tech University - Rawls College of Business 2006 — 2008
Bachelor of Business Administration (BBA), Economics
Lon Morris College 2004 — 2006
Associate of Arts (AA), Business
Port Neches-Groves High School 2000 — 2004
Cecilia Peña Cecilia Peña's Robertson, Griege & Thoele Experience December 2011 - December 2012
Job Math Teacher at Bright Star Schools
Industry Primary/Secondary Education
Experience
Bright Star Schools August 2015 - Present
Bright Star Schools February 2015 - June 2015
Orange County Department of Education March 2014 - February 2015
Americash Mortgage July 2013 - January 2014
Cafe Tu Tu Tango May 2013 - November 2013
Paradise Café August 2010 - April 2013
Robertson, Griege & Thoele December 2011 - December 2012
Associated Students, UC Irvine September 2009 - June 2012
U-Drive Driving School December 2007 - June 2009
Sears Authorized Hometown Stores, LLC October 2007 - December 2007
Skills
Budgets, Economics, Data Analysis, Microsoft Word, Spanish-speaking, Communication Skills, Microsoft Excel, Goal Oriented, People-oriented, Community Outreach, PowerPoint, People Skills, Research, Outlook, Teamwork, Finance, Analysis, Critical Thinking, Time Management, Leadership, Microsoft Office, Spanish, Public Speaking, Communication
Education
University of Redlands 2014 — 2015
Master of Arts (M.A.), Secondary Education and Teaching
University of California, Irvine 2009 — 2013
Bachelors, Economics
Los Altos High School 2005 — 2009
Diploma, General Studies
Bright Star Schools August 2015 - Present
Bright Star Schools February 2015 - June 2015
Orange County Department of Education March 2014 - February 2015
Americash Mortgage July 2013 - January 2014
Cafe Tu Tu Tango May 2013 - November 2013
Paradise Café August 2010 - April 2013
Robertson, Griege & Thoele December 2011 - December 2012
Associated Students, UC Irvine September 2009 - June 2012
U-Drive Driving School December 2007 - June 2009
Sears Authorized Hometown Stores, LLC October 2007 - December 2007
Skills
Budgets, Economics, Data Analysis, Microsoft Word, Spanish-speaking, Communication Skills, Microsoft Excel, Goal Oriented, People-oriented, Community Outreach, PowerPoint, People Skills, Research, Outlook, Teamwork, Finance, Analysis, Critical Thinking, Time Management, Leadership, Microsoft Office, Spanish, Public Speaking, Communication
Education
University of Redlands 2014 — 2015
Master of Arts (M.A.), Secondary Education and Teaching
University of California, Irvine 2009 — 2013
Bachelors, Economics
Los Altos High School 2005 — 2009
Diploma, General Studies
Catherine Davies, CFP®'s Robertson, Griege & Thoele Experience 2005 - 2008
Job Financial Services
Industry Financial Services
Experience
Greater Dallas Area July 2014 - Present
Charles Schwab April 2008 - July 2014
Robertson, Griege & Thoele 2005 - 2008
Schwab Institutional 1998 - 2005
Norwest Bank 1997 - 1998
Education
The University of New Mexico 1996 — 1997
MS, Sports Administration
The University of New Mexico 1991 — 1996
BA, Political Science
Greater Dallas Area July 2014 - Present
Charles Schwab April 2008 - July 2014
Robertson, Griege & Thoele 2005 - 2008
Schwab Institutional 1998 - 2005
Norwest Bank 1997 - 1998
Education
The University of New Mexico 1996 — 1997
MS, Sports Administration
The University of New Mexico 1991 — 1996
BA, Political Science
Trang (Lem) Pham's Robertson, Griege & Thoele Experience January 2015 - May 2015
Job Operations Associate at Arianna Capital Management | Honors Finance Student at UT Dallas
Industry Financial Services
Experience
Arianna Capital June 2015 - Present
Robertson, Griege & Thoele January 2015 - May 2015
Robertson, Griege & Thoele March 2013 - December 2013
UT Dallas Student Success Center September 2012 - May 2013
American Campus Communities October 2012 - March 2013
United Way of Metropolitan Dallas January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Multi Tasking, Wordpress, Event Planning, Event Management, Public Speaking, Budget, Financial Accounting, Management Accounting, Microsoft Access, Budgets, Market Research, Microsoft Office, Leadership, Time Management, Access, Data Analysis, Financial Analysis, Tax, Accounting, Analysis, Strategic Financial..., Financial Modeling, Teamwork, Outlook, Financial Reporting
Education
WU (Vienna University of Economics and Business) 2014 — 2015
Study-Abroad Exchange Program, Finance, General
Southeast University 2014 — 2014
Study Abroad, Chinese Studies
The University of Texas at Dallas 2011 — 2015
Bachelor of Science (B.S.), Finance & Accounting, 3.978
Hanoi-Amsterdam High school for the Gifted 2008 — 2011
High School degree, Specialized in Chemistry
Arianna Capital June 2015 - Present
Robertson, Griege & Thoele January 2015 - May 2015
Robertson, Griege & Thoele March 2013 - December 2013
UT Dallas Student Success Center September 2012 - May 2013
American Campus Communities October 2012 - March 2013
United Way of Metropolitan Dallas January 2012 - April 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Multi Tasking, Wordpress, Event Planning, Event Management, Public Speaking, Budget, Financial Accounting, Management Accounting, Microsoft Access, Budgets, Market Research, Microsoft Office, Leadership, Time Management, Access, Data Analysis, Financial Analysis, Tax, Accounting, Analysis, Strategic Financial..., Financial Modeling, Teamwork, Outlook, Financial Reporting
Education
WU (Vienna University of Economics and Business) 2014 — 2015
Study-Abroad Exchange Program, Finance, General
Southeast University 2014 — 2014
Study Abroad, Chinese Studies
The University of Texas at Dallas 2011 — 2015
Bachelor of Science (B.S.), Finance & Accounting, 3.978
Hanoi-Amsterdam High school for the Gifted 2008 — 2011
High School degree, Specialized in Chemistry
Scott McConnell's Robertson, Griege & Thoele Experience September 2013 - December 2013
Job Financial Analyst at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2014 - Present
Ride For Water May 2014 - July 2014
Robertson, Griege & Thoele September 2013 - December 2013
Apulent Catering May 2010 - December 2013
Northwestern Mutual May 2013 - August 2013
Azusa Pacific University August 2012 - May 2013
Skills
Microsoft Excel, Finance, Financial Analysis, Leadership, Strategic Financial..., PowerPoint, Teamwork, Data Analysis, Microsoft Word, Analysis, Accounting, Nonprofits
Education
Azusa Pacific University 2010 — 2014
B.S., Finance, 3.8
Russell Investments July 2014 - Present
Ride For Water May 2014 - July 2014
Robertson, Griege & Thoele September 2013 - December 2013
Apulent Catering May 2010 - December 2013
Northwestern Mutual May 2013 - August 2013
Azusa Pacific University August 2012 - May 2013
Skills
Microsoft Excel, Finance, Financial Analysis, Leadership, Strategic Financial..., PowerPoint, Teamwork, Data Analysis, Microsoft Word, Analysis, Accounting, Nonprofits
Education
Azusa Pacific University 2010 — 2014
B.S., Finance, 3.8
Ryan Purcell Ryan Purcell's Robertson, Griege & Thoele Experience June 2014 - August 2014
Job Student at University of Oregon Charles H. Lundquist College of Business
Industry
Experience
Robertson, Griege & Thoele June 2014 - August 2014
Celtic Leasing Corp. June 2013 - September 2013
Northwood Cross Country Team June 2012 - September 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, Photoshop, PowerPoint, Calculus, Crystal Reports, German, Marketing, Commercial Finance, Brand Management, Time Management
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
B.A., Business Administration
WHU – Otto Beisheim School of Management 2014 — 2014
Marketing, Entrepreneurship
Northwood High School 2007 — 2011
University of Oregon
Robertson, Griege & Thoele June 2014 - August 2014
Celtic Leasing Corp. June 2013 - September 2013
Northwood Cross Country Team June 2012 - September 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, Photoshop, PowerPoint, Calculus, Crystal Reports, German, Marketing, Commercial Finance, Brand Management, Time Management
Education
University of Oregon - Charles H. Lundquist College of Business 2011 — 2015
B.A., Business Administration
WHU – Otto Beisheim School of Management 2014 — 2014
Marketing, Entrepreneurship
Northwood High School 2007 — 2011
University of Oregon
Damon Croshere, CPA, CGMA Damon Croshere, CPA, CGMA's Robertson, Griege & Thoele Experience August 2000 - June 2001
Job President | Croshere & Associates
Industry Accounting
Experience
Croshere & Associates January 2013 - Present
Synergy K M C January 2011 - Present
Synergy Consulting, LLC November 2001 - December 2010
Robertson, Griege & Thoele August 2000 - June 2001
Skills
Start-ups, Financial Analysis, Financial Reporting, Management Consulting, Tax, QuickBooks, Strategic Financial..., Financial Accounting, Budgets, Corporate Finance, Forecasting, Accounting, Internal Controls, Leadership, Strategy, Management, Auditing, CPA, Part-Time CFO Services, Business Development..., Financial Planning
Education
Loyola Marymount University 1999 — 2000
BA, Finance
Crossroads School 1992 — 1995
Croshere & Associates January 2013 - Present
Synergy K M C January 2011 - Present
Synergy Consulting, LLC November 2001 - December 2010
Robertson, Griege & Thoele August 2000 - June 2001
Skills
Start-ups, Financial Analysis, Financial Reporting, Management Consulting, Tax, QuickBooks, Strategic Financial..., Financial Accounting, Budgets, Corporate Finance, Forecasting, Accounting, Internal Controls, Leadership, Strategy, Management, Auditing, CPA, Part-Time CFO Services, Business Development..., Financial Planning
Education
Loyola Marymount University 1999 — 2000
BA, Finance
Crossroads School 1992 — 1995
Jessica Temperley Jessica Temperley's Robertson, Griege & Thoele Experience 2007 - 2007
Job HR Compensation Analyst at Neiman Marcus
Industry Human Resources
Experience
Neiman Marcus August 2011 - Present
Alvarez and Marsal June 2008 - July 2011
Deloitte & Touche LLP January 2008 - March 2008
Robertson, Griege & Thoele 2007 - 2007
Skills
Human Resources, Recruiting, Accounting, Employee Relations, Microsoft Excel, Database Design, Query Writing, Compensation
Education
Southern Methodist University - Cox School of Business 2004 — 2008
Accounting & Spanish, Business
Neiman Marcus August 2011 - Present
Alvarez and Marsal June 2008 - July 2011
Deloitte & Touche LLP January 2008 - March 2008
Robertson, Griege & Thoele 2007 - 2007
Skills
Human Resources, Recruiting, Accounting, Employee Relations, Microsoft Excel, Database Design, Query Writing, Compensation
Education
Southern Methodist University - Cox School of Business 2004 — 2008
Accounting & Spanish, Business
Robert (Bob) Youngman Robert (Bob) Youngman's Robertson, Griege & Thoele Experience June 2007 - January 2015
Job Controller
Industry Financial Services
Experience
Robertson, Griege & Thoele June 2007 - January 2015
Perot Systems Corporation (Sold to Dell Corporation) July 2000 - June 2007
Arthur Andersen, LLP July 1997 - July 2000
USMC January 1987 - November 1993
Skills
Strategic Financial..., Accounting, Financial Accounting, GAAP, Financial Analysis, Payroll, Financial Reporting, Sarbanes-Oxley Act, Tax, Auditing, Process Improvement, Revenue Recognition, Internal Controls, US GAAP, Budgets, Business Management, Financial Forecasting, Capital Project Analysis, Trend Analysis, New Business Development, Contract Negotiation, Contract Management, Benefits Administration, Performance Benchmarking, Proformas, Sarbanes-Oxley, Forecasting, Financial Modeling, Management, Finance, Business Process..., Due Diligence, Vendor Management, Financial Statements, Strategic Planning, Program Management, Accounts Payable, Accounts Receivable, Leadership, Analysis, QuickBooks, Employee Benefits, Mergers & Acquisitions, Access, Human Resources, Strategy, Change Management, Business Planning, Negotiation, Investments
Education
Southern Methodist University 1995 — 1997
Bachelor's Degree, Accounting and Business/Management, 3.9
Southern Methodist University - Cox School of Business 1995 — 1997
Bachelor's Degree, Accounting and Business/Management, 3.9
Robertson, Griege & Thoele June 2007 - January 2015
Perot Systems Corporation (Sold to Dell Corporation) July 2000 - June 2007
Arthur Andersen, LLP July 1997 - July 2000
USMC January 1987 - November 1993
Skills
Strategic Financial..., Accounting, Financial Accounting, GAAP, Financial Analysis, Payroll, Financial Reporting, Sarbanes-Oxley Act, Tax, Auditing, Process Improvement, Revenue Recognition, Internal Controls, US GAAP, Budgets, Business Management, Financial Forecasting, Capital Project Analysis, Trend Analysis, New Business Development, Contract Negotiation, Contract Management, Benefits Administration, Performance Benchmarking, Proformas, Sarbanes-Oxley, Forecasting, Financial Modeling, Management, Finance, Business Process..., Due Diligence, Vendor Management, Financial Statements, Strategic Planning, Program Management, Accounts Payable, Accounts Receivable, Leadership, Analysis, QuickBooks, Employee Benefits, Mergers & Acquisitions, Access, Human Resources, Strategy, Change Management, Business Planning, Negotiation, Investments
Education
Southern Methodist University 1995 — 1997
Bachelor's Degree, Accounting and Business/Management, 3.9
Southern Methodist University - Cox School of Business 1995 — 1997
Bachelor's Degree, Accounting and Business/Management, 3.9
Ben Briggs, MS, CPA Ben Briggs, MS, CPA's Robertson, Griege & Thoele Experience April 2011 - December 2013
Job Senior Financial Planner at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors January 2014 - Present
Robertson, Griege & Thoele April 2011 - December 2013
CliftonLarsonAllen June 2009 - April 2011
Whitley Penn January 2009 - June 2009
Robertson, Griege & Thoele May 2007 - December 2008
Education
Southern Methodist University - Cox School of Business 2005 — 2008
Bachelor of Business in Financial Consulting, Accounting & Finance
The University of Texas at Dallas - School of Management 2009 — 2012
Master of Science in Accounting & Information Management, Accounting
RGT Wealth Advisors January 2014 - Present
Robertson, Griege & Thoele April 2011 - December 2013
CliftonLarsonAllen June 2009 - April 2011
Whitley Penn January 2009 - June 2009
Robertson, Griege & Thoele May 2007 - December 2008
Education
Southern Methodist University - Cox School of Business 2005 — 2008
Bachelor of Business in Financial Consulting, Accounting & Finance
The University of Texas at Dallas - School of Management 2009 — 2012
Master of Science in Accounting & Information Management, Accounting
Joanna Jadlow, CPA, CFP®, CDFA™, MPA Joanna Jadlow, CPA, CFP®, CDFA™, MPA's Robertson, Griege & Thoele Experience January 2011 - December 2014
Job Managing Director at RGT Wealth Advisors | Dallas | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors January 2015 - Present
RGT Wealth Advisors July 2008 - Present
Robertson, Griege & Thoele January 2011 - December 2014
Robertson, Griege & Thoele November 2005 - December 2010
Hogan & Slovacek November 2002 - October 2005
Ernst & Young September 2001 - October 2002
PricewaterhouseCoopers January 2000 - April 2000
Skills
Wealth Management, Family Office Services, High Net Worth..., Financial Planning, Retirement Planning, Planning for Sale of..., Budgeting, Divorce Planning, Collaborative Law, Independent Financial..., Risk Management, Professional Sports
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
BBA, MPA, Business Honors & Accounting
Stillwater High School
RGT Wealth Advisors January 2015 - Present
RGT Wealth Advisors July 2008 - Present
Robertson, Griege & Thoele January 2011 - December 2014
Robertson, Griege & Thoele November 2005 - December 2010
Hogan & Slovacek November 2002 - October 2005
Ernst & Young September 2001 - October 2002
PricewaterhouseCoopers January 2000 - April 2000
Skills
Wealth Management, Family Office Services, High Net Worth..., Financial Planning, Retirement Planning, Planning for Sale of..., Budgeting, Divorce Planning, Collaborative Law, Independent Financial..., Risk Management, Professional Sports
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
BBA, MPA, Business Honors & Accounting
Stillwater High School
Jessie Dearien Jessie Dearien's Robertson, Griege & Thoele Experience June 2006 - September 2006
Job Regional Director of Paid Search, MidWest at iProspect | SEM Strategy
Industry Marketing and Advertising
Experience
iProspect April 2015 - Present
iProspect June 2014 - March 2015
iProspect June 2013 - June 2014
iProspect March 2010 - June 2013
Range Online Media April 2010 - October 2011
Handango May 2009 - October 2010
Handango June 2007 - August 2008
Robertson, Griege & Thoele June 2006 - September 2006
Skills
Paid Search Strategy, Paid Search Campaigns, Paid Media, SEM, Client Services, Key Client Relationships, Business Strategy, Marketing Strategy, Digital Marketing, Digital Strategy, Digital Media, KPI Dashboards, KPI Reports
Education
Texas Christian University 2004 — 2008
BBA, BA, International Marketing and Spanish
iProspect April 2015 - Present
iProspect June 2014 - March 2015
iProspect June 2013 - June 2014
iProspect March 2010 - June 2013
Range Online Media April 2010 - October 2011
Handango May 2009 - October 2010
Handango June 2007 - August 2008
Robertson, Griege & Thoele June 2006 - September 2006
Skills
Paid Search Strategy, Paid Search Campaigns, Paid Media, SEM, Client Services, Key Client Relationships, Business Strategy, Marketing Strategy, Digital Marketing, Digital Strategy, Digital Media, KPI Dashboards, KPI Reports
Education
Texas Christian University 2004 — 2008
BBA, BA, International Marketing and Spanish
Nick Jeye Nick Jeye's Robertson, Griege & Thoele Experience June 2010 - August 2011
Job Senior Consultant
Industry Financial Services
Experience
Deloitte August 2014 - Present
Deloitte October 2012 - August 2014
Robertson, Griege & Thoele June 2010 - August 2011
Deloitte January 2011 - March 2011
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MS, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Accounting
Deloitte August 2014 - Present
Deloitte October 2012 - August 2014
Robertson, Griege & Thoele June 2010 - August 2011
Deloitte January 2011 - March 2011
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MS, Accounting
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Accounting
Jonathan Fang, MSA Jonathan Fang, MSA's Robertson, Griege & Thoele Experience January 2012 - September 2012
Job Staff Accountant at Michaels Stores, Inc.
Industry Accounting
Experience
Michaels Stores, Inc. January 2014 - January 2015
MedicOne August 2013 - December 2013
National Bankruptcy Services November 2012 - May 2013
Robertson, Griege & Thoele January 2012 - September 2012
Homelegance Furniture Outlet January 2007 - January 2012
Barking Lizards Technologies January 2006 - July 2007
Skills
Pivot Tables, Bookkeeping, Customer Service, Cash Flow, Partnership Accounting, Formulas, Internal Audit, Quicken, General Ledger, Tax Accounting, Mandarin, Oracle, Auditing, GAAP, Tax Preparation, Microsoft Office, FASB, Financial Accounting, Cost Accounting, Tax, RIA, Preparation, Tax Returns, Quality Auditing, Tortoise SVN, Navision, Accruals, Microsoft Dynamics
Education
The University of Texas at Dallas - School of Management 2009 — 2010
M.S., Accounting (Taxation), 3.36
The University of Texas at Dallas 2004 — 2008
Bachelor of Science (BS), Accounting, 3.21
Texas A&M University 2002 — 2004
Computer Science
Texas Academy of Mathematics and Science 2000 — 2002
High School Diploma, Early Entrance College Program
Michaels Stores, Inc. January 2014 - January 2015
MedicOne August 2013 - December 2013
National Bankruptcy Services November 2012 - May 2013
Robertson, Griege & Thoele January 2012 - September 2012
Homelegance Furniture Outlet January 2007 - January 2012
Barking Lizards Technologies January 2006 - July 2007
Skills
Pivot Tables, Bookkeeping, Customer Service, Cash Flow, Partnership Accounting, Formulas, Internal Audit, Quicken, General Ledger, Tax Accounting, Mandarin, Oracle, Auditing, GAAP, Tax Preparation, Microsoft Office, FASB, Financial Accounting, Cost Accounting, Tax, RIA, Preparation, Tax Returns, Quality Auditing, Tortoise SVN, Navision, Accruals, Microsoft Dynamics
Education
The University of Texas at Dallas - School of Management 2009 — 2010
M.S., Accounting (Taxation), 3.36
The University of Texas at Dallas 2004 — 2008
Bachelor of Science (BS), Accounting, 3.21
Texas A&M University 2002 — 2004
Computer Science
Texas Academy of Mathematics and Science 2000 — 2002
High School Diploma, Early Entrance College Program
Jessica (North) Boghetich, CFP® Jessica (North) Boghetich, CFP®'s Robertson, Griege & Thoele Experience January 2014 - Present
Job Director at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele January 2014 - Present
Robertson, Griege & Thoele April 2013 - December 2013
Tolleson Wealth Management January 2011 - March 2013
Tolleson Wealth Management June 2008 - March 2011
Tolleson Wealth Management May 2007 - August 2007
Skills
Hedge Funds, Financial Modeling, Wealth Management, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Investment Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, BS, Finance, Political Science
Robertson, Griege & Thoele January 2014 - Present
Robertson, Griege & Thoele April 2013 - December 2013
Tolleson Wealth Management January 2011 - March 2013
Tolleson Wealth Management June 2008 - March 2011
Tolleson Wealth Management May 2007 - August 2007
Skills
Hedge Funds, Financial Modeling, Wealth Management, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Investment Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, BS, Finance, Political Science
Austin Savage Austin Savage's Robertson, Griege & Thoele Experience July 2012 - August 2012
Job Sales Representative at Circuit of The Americas
Industry Sports
Experience
Circuit of The Americas August 2014 - Present
Dallas Mavericks April 2014 - April 2014
FC Dallas January 2014 - March 2014
Legends September 2013 - October 2013
NFL High School Player Development Camp August 2013 - August 2013
Circuit of The Americas June 2013 - August 2013
Robertson, Griege & Thoele July 2012 - August 2012
Jeff Trickey Quarterback and Receiver Camp June 2011 - August 2011
Skills
Customer Service, Social Media, Coaching, Event Planning, Social Networking, Teamwork, PowerPoint, Time Management, Microsoft Office, Team Leadership, Economics, Communication, Sports, Business, Sports Marketing, Sales, Archtics Ticketing..., Ticket Sales, Microsoft Excel, Sport Management, Sports Coaching, Leadership, Microsoft Word, Windows, Healthy Lifestyle, Sports Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications + Sport Management, 3.4
St. Stephen's Episcopal School 2004 — 2010
Middle + High School
Circuit of The Americas August 2014 - Present
Dallas Mavericks April 2014 - April 2014
FC Dallas January 2014 - March 2014
Legends September 2013 - October 2013
NFL High School Player Development Camp August 2013 - August 2013
Circuit of The Americas June 2013 - August 2013
Robertson, Griege & Thoele July 2012 - August 2012
Jeff Trickey Quarterback and Receiver Camp June 2011 - August 2011
Skills
Customer Service, Social Media, Coaching, Event Planning, Social Networking, Teamwork, PowerPoint, Time Management, Microsoft Office, Team Leadership, Economics, Communication, Sports, Business, Sports Marketing, Sales, Archtics Ticketing..., Ticket Sales, Microsoft Excel, Sport Management, Sports Coaching, Leadership, Microsoft Word, Windows, Healthy Lifestyle, Sports Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.), Economics with Financial Applications + Sport Management, 3.4
St. Stephen's Episcopal School 2004 — 2010
Middle + High School
Stacy (Marshall) Duesing Stacy (Marshall) Duesing's Robertson, Griege & Thoele Experience 2014 - Present
Job Financial Planner, Dallas, Independent RIA Firm, High Net Worth at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele 2014 - Present
Cerner Corporation February 2010 - March 2014
State Street July 2009 - February 2010
Heim Young & Associates May 2007 - June 2009
Skills
Windows, Microsoft Excel, PowerPoint, Strategic Planning, Budgets, Microsoft Office, Microsoft Word, Customer Service, English, Outlook, Teaching, Photoshop, Public Speaking, HTML
Education
Drury University 2005 — 2009
Bachelor's degree, Economics
Drury University 2005 — 2009
Bachelor's degree, Finance, General
Robertson, Griege & Thoele 2014 - Present
Cerner Corporation February 2010 - March 2014
State Street July 2009 - February 2010
Heim Young & Associates May 2007 - June 2009
Skills
Windows, Microsoft Excel, PowerPoint, Strategic Planning, Budgets, Microsoft Office, Microsoft Word, Customer Service, English, Outlook, Teaching, Photoshop, Public Speaking, HTML
Education
Drury University 2005 — 2009
Bachelor's degree, Economics
Drury University 2005 — 2009
Bachelor's degree, Finance, General
Priti Aziz Priti Aziz's Robertson, Griege & Thoele Experience March 2014 - Present
Job Client Service Associate at Robertson, Griege & Thoele, Dallas, High Net Worth, Family Office, FeeOnly, Independent RIA
Industry Investment Management
Experience
Robertson, Griege & Thoele March 2014 - Present
SCM ADVISORS, L.P. August 2010 - March 2014
Coca-Cola Enterprises 2005 - 2008
Coca-Cola Enterprises June 2003 - August 2005
The Coca-Cola Company August 1999 - June 2003
Skills
Client Service Associate, CRM, Strategic Financial..., Wealth Management, Finance, Financial Modeling, Market Research, Analytics, Process Improvement, Project Management, Strategy, Budgets, Marketing Strategy
Education
University of Oklahoma - Price College of Business 2002 — 2004
MBA, Finance, General
University of Oklahoma - Price College of Business 1987 — 1992
BBA, Finance & Marketing
Robertson, Griege & Thoele March 2014 - Present
SCM ADVISORS, L.P. August 2010 - March 2014
Coca-Cola Enterprises 2005 - 2008
Coca-Cola Enterprises June 2003 - August 2005
The Coca-Cola Company August 1999 - June 2003
Skills
Client Service Associate, CRM, Strategic Financial..., Wealth Management, Finance, Financial Modeling, Market Research, Analytics, Process Improvement, Project Management, Strategy, Budgets, Marketing Strategy
Education
University of Oklahoma - Price College of Business 2002 — 2004
MBA, Finance, General
University of Oklahoma - Price College of Business 1987 — 1992
BBA, Finance & Marketing
Nancy Kleinman Nancy Kleinman's Robertson, Griege & Thoele Experience June 2014 - Present
Job Bookkeeper at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele June 2014 - Present
COREINTERSECTIONS 2012 - June 2014
Orbitas ECR January 2011 - June 2014
Skills
Event/Program Planning, Office Management
Education
The University of Texas at Austin 1983 — 1987
Bachelor's of Science
Robertson, Griege & Thoele June 2014 - Present
COREINTERSECTIONS 2012 - June 2014
Orbitas ECR January 2011 - June 2014
Skills
Event/Program Planning, Office Management
Education
The University of Texas at Austin 1983 — 1987
Bachelor's of Science
Caroline Germany Caroline Germany's Robertson, Griege & Thoele Experience May 2013 - February 2015
Job Client Service Associate at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele May 2013 - February 2015
1st Global July 2011 - May 2013
RBC Wealth Management May 2007 - June 2011
Skills
Client Service Associate, High Net Worth..., Family Office, Fee-Only, Independent RIA, Series 7, Series 66
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Robertson, Griege & Thoele May 2013 - February 2015
1st Global July 2011 - May 2013
RBC Wealth Management May 2007 - June 2011
Skills
Client Service Associate, High Net Worth..., Family Office, Fee-Only, Independent RIA, Series 7, Series 66
Education
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Caleb Brian, CFP® Caleb Brian, CFP®'s Robertson, Griege & Thoele Experience May 2012 - May 2013
Job Analyst at Tolleson Wealth Management, High Net Worth, Fee Only, Multi Family Office, Dallas
Industry Financial Services
Experience
Tolleson Wealth Management May 2013 - Present
Robertson, Griege & Thoele May 2012 - May 2013
Lowell Wealth Management September 2011 - May 2012
Lee Financial Corp May 2011 - August 2011
USAA June 2010 - August 2010
Skills
Strategic Financial..., Asset Management, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Analysis, Estate Planning, Family Office Services, Insurance Planning, Risk Management, Microsoft Office, Morningstar, Various Financial..., Analysis, Investments, Customer Relations, Customer Service, Insurance, Budgeting, Strategic Planning, Research, Excel, Word, PowerPoint
Education
Texas Tech University 2008 — 2011
Bachelor of Science Cum Laude, Personal Financial Planning
New Mexico Junior College 2005 — 2006
Associate's Degree, Arts
Tolleson Wealth Management May 2013 - Present
Robertson, Griege & Thoele May 2012 - May 2013
Lowell Wealth Management September 2011 - May 2012
Lee Financial Corp May 2011 - August 2011
USAA June 2010 - August 2010
Skills
Strategic Financial..., Asset Management, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Analysis, Estate Planning, Family Office Services, Insurance Planning, Risk Management, Microsoft Office, Morningstar, Various Financial..., Analysis, Investments, Customer Relations, Customer Service, Insurance, Budgeting, Strategic Planning, Research, Excel, Word, PowerPoint
Education
Texas Tech University 2008 — 2011
Bachelor of Science Cum Laude, Personal Financial Planning
New Mexico Junior College 2005 — 2006
Associate's Degree, Arts
Adam Scher's Robertson, Griege & Thoele Experience July 2009 - August 2009
Job FSC at GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices July 2013 - Present
Old National Bank January 2012 - July 2013
Old National Bank August 2010 - January 2012
Robertson, Griege & Thoele July 2009 - August 2009
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Investments, Banking, Finance, Credit Analysis, Credit, Risk Management, Loans, Due Diligence, Analysis
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
University of Sydney 2009 — 2009
Study Abroad Program
GenSpring Family Offices July 2013 - Present
Old National Bank January 2012 - July 2013
Old National Bank August 2010 - January 2012
Robertson, Griege & Thoele July 2009 - August 2009
Skills
Financial Analysis, Portfolio Management, Commercial Lending, Investments, Banking, Finance, Credit Analysis, Credit, Risk Management, Loans, Due Diligence, Analysis
Education
Indiana University - Kelley School of Business 2006 — 2010
BS, Finance
University of Sydney 2009 — 2009
Study Abroad Program
Molly Frost, MBA/MA's Robertson, Griege & Thoele Experience July 2013 - December 2014
Job Analyst Investment Management at RGT Wealth Advisors | Dallas | Independent RIA | FeeOnly | Family Office
Industry Financial Services
Experience
RGT Wealth Advisors January 2015 - Present
Robertson, Griege & Thoele July 2013 - December 2014
Avenue B April 2009 - December 2014
Advantage Hole In One June 2012 - September 2012
Collectors Covey August 2009 - June 2012
SGS Wealth Management March 2008 - July 2009
Threesixty Events August 2006 - February 2008
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Investments
Southern Methodist University 2011 — 2013
Master of Arts Administration (M.A.)
Southern Methodist University 2005 — 2007
Bachelor of Arts, Advertising
The Hockaday School 1997 — 2003
RGT Wealth Advisors January 2015 - Present
Robertson, Griege & Thoele July 2013 - December 2014
Avenue B April 2009 - December 2014
Advantage Hole In One June 2012 - September 2012
Collectors Covey August 2009 - June 2012
SGS Wealth Management March 2008 - July 2009
Threesixty Events August 2006 - February 2008
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Investments
Southern Methodist University 2011 — 2013
Master of Arts Administration (M.A.)
Southern Methodist University 2005 — 2007
Bachelor of Arts, Advertising
The Hockaday School 1997 — 2003
Stanley Bae, CFP's Robertson, Griege & Thoele Experience 2001 - Present
Job Managing Director at RGT Capital Management
Industry Financial Services
Experience
RGT Capital Management August 2001 - Present
Robertson, Griege & Thoele 2001 - Present
Education
University of California, San Diego 1984 — 1988
RGT Capital Management August 2001 - Present
Robertson, Griege & Thoele 2001 - Present
Education
University of California, San Diego 1984 — 1988
Krista Anderson, CPA, CFP®'s Robertson, Griege & Thoele Experience January 2011 - December 2012
Job Director at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors January 2013 - Present
Robertson, Griege & Thoele January 2011 - December 2012
Robertson, Griege & Thoele September 2008 - December 2010
Accuro Healthcare Solutions February 2008 - July 2008
PricewaterhouseCoopers January 2005 - February 2008
Skills
Real Estate Transactions, Financial Planning, Estate Planning, Retirement Planning, Insurance, Asset Management, Investment Advisory
Education
Bradley University 2001 — 2004
M.S., Accountancy
University of Mississippi 2000 — 2001
RGT Wealth Advisors January 2013 - Present
Robertson, Griege & Thoele January 2011 - December 2012
Robertson, Griege & Thoele September 2008 - December 2010
Accuro Healthcare Solutions February 2008 - July 2008
PricewaterhouseCoopers January 2005 - February 2008
Skills
Real Estate Transactions, Financial Planning, Estate Planning, Retirement Planning, Insurance, Asset Management, Investment Advisory
Education
Bradley University 2001 — 2004
M.S., Accountancy
University of Mississippi 2000 — 2001
Craig Cardwell's Robertson, Griege & Thoele Experience July 2015 - Present
Job Finance Manager at Robertson, Griege & Thoele, Dallas, Family Office
Industry Venture Capital & Private Equity
Experience
Robertson, Griege & Thoele July 2015 - Present
glendonTodd Capital LLC September 2014 - July 2015
glendonTodd Capital LLC May 2014 - September 2014
The F&M Bank & Trust Company June 2010 - March 2014
Sterling Bank June 2008 - June 2010
Skills
Financial Modeling, Strategic Planning, Forecasting, Financial Reporting, Corporate Finance, OLAP, Salesforce.com..., Credit Analysis, Commercial Lending, Finance, Credit, Portfolio Management, Valuation, Banking, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy and Entrepreneurship
Baylor University 2004 — 2008
BBA, Finance
Robertson, Griege & Thoele July 2015 - Present
glendonTodd Capital LLC September 2014 - July 2015
glendonTodd Capital LLC May 2014 - September 2014
The F&M Bank & Trust Company June 2010 - March 2014
Sterling Bank June 2008 - June 2010
Skills
Financial Modeling, Strategic Planning, Forecasting, Financial Reporting, Corporate Finance, OLAP, Salesforce.com..., Credit Analysis, Commercial Lending, Finance, Credit, Portfolio Management, Valuation, Banking, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Strategy and Entrepreneurship
Baylor University 2004 — 2008
BBA, Finance
David Lee, CFA's Robertson, Griege & Thoele Experience September 2006 - August 2009
Job Upstream Treasurer's at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil August 2011 - Present
Rice University August 2009 - September 2011
Legacy Trust Company February 2011 - May 2011
Robertson, Griege & Thoele September 2006 - August 2009
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Financial Modeling, Valuation, Equity Research, Finance, Mergers & Acquisitions, Risk Management
Education
Jones Graduate School of Business, Rice University 2009 — 2011
MBA, Finance
Texas A&M University 2002 — 2006
BBA, Finance
ExxonMobil August 2011 - Present
Rice University August 2009 - September 2011
Legacy Trust Company February 2011 - May 2011
Robertson, Griege & Thoele September 2006 - August 2009
Skills
Financial Analysis, Strategic Financial..., Corporate Finance, Financial Modeling, Valuation, Equity Research, Finance, Mergers & Acquisitions, Risk Management
Education
Jones Graduate School of Business, Rice University 2009 — 2011
MBA, Finance
Texas A&M University 2002 — 2006
BBA, Finance
Jacob Trevino's Robertson, Griege & Thoele Experience August 2012 - September 2013
Job Experienced Admin
Industry Hospitality
Experience
Bread Winners Cafe & Bakery September 2013 - January 2015
Robertson, Griege & Thoele August 2012 - September 2013
Bent Tree Animal Hospital May 2011 - August 2013
Pioneer Oil and Gas May 2011 - September 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Database Administration, Organizational...
Education
Texas A&M University 2010 — 2012
Animal Sciences
New Mexico Military Institute 2007 — 2010
High School, Military and Strategic Leadership, 3.70 GPA
Bread Winners Cafe & Bakery September 2013 - January 2015
Robertson, Griege & Thoele August 2012 - September 2013
Bent Tree Animal Hospital May 2011 - August 2013
Pioneer Oil and Gas May 2011 - September 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Customer Service, Database Administration, Organizational...
Education
Texas A&M University 2010 — 2012
Animal Sciences
New Mexico Military Institute 2007 — 2010
High School, Military and Strategic Leadership, 3.70 GPA
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY