Salient Partners
Industry: Company
DescriptionFounded: 2002 Parent organization: Sanders Morris Harris Group, Inc. Subsidiaries: Forward Management, LLC,
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Salient Partners Employees
Employee
Years
Job
Industry
Michael Pang Chung Yang Michael Pang Chung Yang's Salient Partners Experience June 2014 - August 2014
Job Global Commodities Summer Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Salient Partners June 2014 - August 2014
Economics Undergraduate Research Opportunity Program June 2013 - May 2014
Texas A&M Neuroscience Lab August 2012 - June 2013
KOKO Asia August 2010 - December 2010
Education
Texas A&M University 2012 — 2015
B.Sc in Economics and Applied Math
Bank of America Merrill Lynch June 2015 - August 2015
Salient Partners June 2014 - August 2014
Economics Undergraduate Research Opportunity Program June 2013 - May 2014
Texas A&M Neuroscience Lab August 2012 - June 2013
KOKO Asia August 2010 - December 2010
Education
Texas A&M University 2012 — 2015
B.Sc in Economics and Applied Math
Erdia Page, CPA Erdia Page, CPA's Salient Partners Experience March 2014 - Present
Job Assistant Manager at Salient Partners
Industry Accounting
Experience
Salient Partners March 2014 - Present
PricewaterhouseCoopers - PwC January 2011 - February 2014
State Street October 2009 - December 2010
Freight Liner Indonesia January 1998 - November 2000
Skills
Asset Management, Great People Skills, Financial Statements, Hedge Funds, Mutual Funds, Securities, Private Equity, GAAP, CPA, Team Building, General Ledger, Manage Client..., Project Management, Project Planning, Internal Controls, Alternative Investments, SEC filings, Accounting, Investments, SEC Filings, Partnership Taxation
Education
University of Washington 2003 — 2005
BA, Finance & Economics
Humboldt State University 2006 — 2007
Accounting
Salient Partners March 2014 - Present
PricewaterhouseCoopers - PwC January 2011 - February 2014
State Street October 2009 - December 2010
Freight Liner Indonesia January 1998 - November 2000
Skills
Asset Management, Great People Skills, Financial Statements, Hedge Funds, Mutual Funds, Securities, Private Equity, GAAP, CPA, Team Building, General Ledger, Manage Client..., Project Management, Project Planning, Internal Controls, Alternative Investments, SEC filings, Accounting, Investments, SEC Filings, Partnership Taxation
Education
University of Washington 2003 — 2005
BA, Finance & Economics
Humboldt State University 2006 — 2007
Accounting
William Billy Rogers's Salient Partners Experience June 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Salient Partners June 2013 - August 2013
Rice Aquatics May 2012 - August 2012
Houston Rockets December 2011 - May 2012
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis and Math
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Salient Partners June 2013 - August 2013
Rice Aquatics May 2012 - August 2012
Houston Rockets December 2011 - May 2012
Education
Rice University 2011 — 2015
Bachelor of Arts (BA), Mathematical Economic Analysis and Math
Anthonie Badenhorst's Salient Partners Experience July 2014 - Present
Job CA(SA), Salient Partners Corporate Accounting Manager
Industry Financial Services
Experience
Salient Partners July 2014 - Present
PwC October 2012 - June 2014
Old Mutual April 2012 - September 2012
KPMG March 2009 - March 2012
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Finance, Tax, External Audit, IFRS, Internal Controls
Education
Stellenbosch University/Universiteit Stellenbosch 2004 — 2008
BAccounting(HONS), Accounting
Paul Roos Gimnasium 1999 — 2003
Salient Partners July 2014 - Present
PwC October 2012 - June 2014
Old Mutual April 2012 - September 2012
KPMG March 2009 - March 2012
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Finance, Tax, External Audit, IFRS, Internal Controls
Education
Stellenbosch University/Universiteit Stellenbosch 2004 — 2008
BAccounting(HONS), Accounting
Paul Roos Gimnasium 1999 — 2003
Vince Strake's Salient Partners Experience June 2010 - August 2010
Job Leasing Associate at Transwestern
Industry Commercial Real Estate
Experience
Transwestern July 2012 - Present
Salient Partners June 2010 - August 2010
BMC Software 2006 - 2007
Skills
Financial Analysis, Real Estate, Commercial Real Estate, Lease Negotiations, Real Estate Transactions, Tenant Representation, Office Tenant..., Disposition, Portfolio Management, Location Intelligence, Investments, Leases, Finance, Customer Service, Sales, Public Speaking
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Imperial College London 2009 — 2010
Finance, Macro Economics
Transwestern July 2012 - Present
Salient Partners June 2010 - August 2010
BMC Software 2006 - 2007
Skills
Financial Analysis, Real Estate, Commercial Real Estate, Lease Negotiations, Real Estate Transactions, Tenant Representation, Office Tenant..., Disposition, Portfolio Management, Location Intelligence, Investments, Leases, Finance, Customer Service, Sales, Public Speaking
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Real Estate
Imperial College London 2009 — 2010
Finance, Macro Economics
Yvonne Quintero Lewis Yvonne Quintero Lewis's Salient Partners Experience February 2010 - February 2011
Job Data Analyst II
Industry Financial Services
Experience
Chilton Capital Management April 2014 - July 2014
Garcia Hamilton & Associates, L.P. March 2011 - April 2014
Salient Partners February 2010 - February 2011
Salient Trust Co., LTA October 2005 - February 2010
WestLB Asset Management LLC September 2002 - 2005
WestLB Asset Management LLC April 1998 - September 2002
WestLB Asset Management LLC August 1997 - April 1998
King Investment Advisors, Inc. June 1996 - August 1997
Skills
Securities, Investments, Bloomberg, Asset Management, Fixed Income, Mutual Funds, Trading, Finance, Management, Accounting, Training, Banking, Bonds, Human Resources, Internal Audit, Alternative Investments, Account Reconciliation
Education
Texas A&M University 1989 — 1991
BBA, Marketing
Chilton Capital Management April 2014 - July 2014
Garcia Hamilton & Associates, L.P. March 2011 - April 2014
Salient Partners February 2010 - February 2011
Salient Trust Co., LTA October 2005 - February 2010
WestLB Asset Management LLC September 2002 - 2005
WestLB Asset Management LLC April 1998 - September 2002
WestLB Asset Management LLC August 1997 - April 1998
King Investment Advisors, Inc. June 1996 - August 1997
Skills
Securities, Investments, Bloomberg, Asset Management, Fixed Income, Mutual Funds, Trading, Finance, Management, Accounting, Training, Banking, Bonds, Human Resources, Internal Audit, Alternative Investments, Account Reconciliation
Education
Texas A&M University 1989 — 1991
BBA, Marketing
Xiaowen Chen's Salient Partners Experience May 2012 - June 2012
Job Tax Advisor at Halliburton
Industry Accounting
Experience
Halliburton March 2014 - Present
U.S. Zinc October 2013 - March 2014
Deloitte August 2012 - October 2013
Control Products June 2012 - July 2012
Salient Partners May 2012 - June 2012
Plunkett Research August 2011 - May 2012
University of Houston, C.T. Bauer Business College August 2011 - December 2011
Auditing Division, Office of Controller, City of Houston March 2011 - August 2011
People's Bank of China July 2007 - July 2008
Skills
Financial Reporting, Financial Analysis, Internal Audit, Excel, SAP, QuickBooks, Eviews, US GAAP, Access, Peachtree, International Tax, GoSystems, Blackline, IFRS, Cost Accounting, Month End Close, OneSource, Talisman, Subpart F, Foreign Tax Credit, Provision, Visio, FIN 48, ASC 740
Education
University of Houston 2010 — 2012
Master, Accounting
University of San Francisco 2008 — 2009
Master of Science, Financial Analysis
Jinan University 2003 — 2007
Bachlor, Management Information System
Yiwu Middle School
Yiwu Middle School
Halliburton March 2014 - Present
U.S. Zinc October 2013 - March 2014
Deloitte August 2012 - October 2013
Control Products June 2012 - July 2012
Salient Partners May 2012 - June 2012
Plunkett Research August 2011 - May 2012
University of Houston, C.T. Bauer Business College August 2011 - December 2011
Auditing Division, Office of Controller, City of Houston March 2011 - August 2011
People's Bank of China July 2007 - July 2008
Skills
Financial Reporting, Financial Analysis, Internal Audit, Excel, SAP, QuickBooks, Eviews, US GAAP, Access, Peachtree, International Tax, GoSystems, Blackline, IFRS, Cost Accounting, Month End Close, OneSource, Talisman, Subpart F, Foreign Tax Credit, Provision, Visio, FIN 48, ASC 740
Education
University of Houston 2010 — 2012
Master, Accounting
University of San Francisco 2008 — 2009
Master of Science, Financial Analysis
Jinan University 2003 — 2007
Bachlor, Management Information System
Yiwu Middle School
Yiwu Middle School
Kelly Hackett Kelly Hackett's Salient Partners Experience May 2015 - Present
Job Family Office Services
Industry Investment Management
Experience
Salient Partners May 2015 - Present
Hackett Family Foundation February 2012 - Present
Salient Partners February 2012 - May 2015
Akin Gump Strauss Hauer & Feld LLP August 2011 - January 2012
Bracewell & Giuliani LLP November 2009 - July 2011
Akin Gump Strauss Hauer & Feld LLP 2005 - 2006
Manulife Financial 2004 - 2005
Skills
Corporate Finance, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Governance, Investments, Securities Regulation, Legal Research, Securities, Corporate Law, Legal Writing, Financial Analysis, Finance, Contract Negotiation, Asset Management, Portfolio Management, Real Estate Transactions, Investment Management, Capital Markets, Legal Advice, Estate Planning, Legal Compliance
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2013
Executive Education Certificate, Finance and Accounting
The University of Texas School of Law 2006 — 2009
Juris Doctor
Georgetown University 2000 — 2004
BSBA, Business
University of Oxford 2003 — 2003
Certificate in Business, Comparative Strategic Management
St. Agnes Academy 1996 — 2000
St. Michael School 1986 — 1996
Salient Partners May 2015 - Present
Hackett Family Foundation February 2012 - Present
Salient Partners February 2012 - May 2015
Akin Gump Strauss Hauer & Feld LLP August 2011 - January 2012
Bracewell & Giuliani LLP November 2009 - July 2011
Akin Gump Strauss Hauer & Feld LLP 2005 - 2006
Manulife Financial 2004 - 2005
Skills
Corporate Finance, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Governance, Investments, Securities Regulation, Legal Research, Securities, Corporate Law, Legal Writing, Financial Analysis, Finance, Contract Negotiation, Asset Management, Portfolio Management, Real Estate Transactions, Investment Management, Capital Markets, Legal Advice, Estate Planning, Legal Compliance
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2013
Executive Education Certificate, Finance and Accounting
The University of Texas School of Law 2006 — 2009
Juris Doctor
Georgetown University 2000 — 2004
BSBA, Business
University of Oxford 2003 — 2003
Certificate in Business, Comparative Strategic Management
St. Agnes Academy 1996 — 2000
St. Michael School 1986 — 1996
Ryan Grosskreuz Ryan Grosskreuz's Salient Partners Experience June 2014 - Present
Job Investment Associate at Salient Partners
Industry Investment Management
Experience
Salient Partners June 2014 - Present
Invesco June 2009 - May 2014
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Fund Accounting, Portia, Derivatives, Investments, Asset Management, Hedge Funds, Securities, Finance, Microsoft Excel, Capital Markets, Financial Services, Valuation, Alternative Investments, Bloomberg Terminal, Customer Service, Financial Reporting, Fund Administration, Portfolio Management, Account Reconciliation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
Salient Partners June 2014 - Present
Invesco June 2009 - May 2014
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Fund Accounting, Portia, Derivatives, Investments, Asset Management, Hedge Funds, Securities, Finance, Microsoft Excel, Capital Markets, Financial Services, Valuation, Alternative Investments, Bloomberg Terminal, Customer Service, Financial Reporting, Fund Administration, Portfolio Management, Account Reconciliation
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts (B.A.), Economics
Yoon Lee's Salient Partners Experience August 2011 - August 2014
Job Internal Consultant at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group August 2014 - Present
Salient Partners August 2011 - August 2014
CSG Holdings, LLC - Consulting Services Group June 2005 - August 2011
ALSAC / St. Jude Children's Research Hospital 2010 - 2010
Merrill Lynch 2005 - 2005
Skills
Bloomberg, Performance Measurement, Spanish, Korean, eVestment Alliance, Morningstar Principia, PerTrac, Microsoft Excel, InDesign, Zephyr, Advent Axys, Advent APX, Performance..., Equities, Axys, Alternative Investments, Morningstar, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Fund Of Funds, ETFs, Asset Allocation, Series 7, Investments
Education
The University of Memphis 2002 — 2005
BBA, Finance
The Bogdahn Group August 2014 - Present
Salient Partners August 2011 - August 2014
CSG Holdings, LLC - Consulting Services Group June 2005 - August 2011
ALSAC / St. Jude Children's Research Hospital 2010 - 2010
Merrill Lynch 2005 - 2005
Skills
Bloomberg, Performance Measurement, Spanish, Korean, eVestment Alliance, Morningstar Principia, PerTrac, Microsoft Excel, InDesign, Zephyr, Advent Axys, Advent APX, Performance..., Equities, Axys, Alternative Investments, Morningstar, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Investment Management, Fund Of Funds, ETFs, Asset Allocation, Series 7, Investments
Education
The University of Memphis 2002 — 2005
BBA, Finance
Paula Canlas Paula Canlas's Salient Partners Experience July 2013 - Present
Job Director MLP Business at Salient Partners
Industry Investment Management
Experience
Salient Partners July 2013 - Present
Salient Partners July 2010 - July 2013
Telemus Capital Partners, LLC May 2007 - June 2010
UBS Financial Services Inc July 2006 - May 2007
JP Morgan Private Bank August 2004 - July 2006
JP Morgan Chase & Co August 2002 - August 2004
Van Kampen Investments May 2000 - August 2002
Skills
Equities, Investments, Financial Services, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Hedge Funds, Non-profits, Microsoft Excel, Risk Management, Private Equity, Due Diligence, Program Management, Wealth Management, Financial Reporting, Microsoft Office, Auditing, Accounting, Customer Service, PowerPoint, Asset Managment, Portfolio Management, Outlook, Microsoft Word, Corporate Finance, Investment Management, Investment Advisory, Event Planning, Fundraising, Trading, Retirement Planning, Strategic Planning, Investor Relations, Asset Management
Education
Texas State University-San Marcos 1995 — 1999
Bachleor of Heathcare Adminstration
Salient Partners July 2013 - Present
Salient Partners July 2010 - July 2013
Telemus Capital Partners, LLC May 2007 - June 2010
UBS Financial Services Inc July 2006 - May 2007
JP Morgan Private Bank August 2004 - July 2006
JP Morgan Chase & Co August 2002 - August 2004
Van Kampen Investments May 2000 - August 2002
Skills
Equities, Investments, Financial Services, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Hedge Funds, Non-profits, Microsoft Excel, Risk Management, Private Equity, Due Diligence, Program Management, Wealth Management, Financial Reporting, Microsoft Office, Auditing, Accounting, Customer Service, PowerPoint, Asset Managment, Portfolio Management, Outlook, Microsoft Word, Corporate Finance, Investment Management, Investment Advisory, Event Planning, Fundraising, Trading, Retirement Planning, Strategic Planning, Investor Relations, Asset Management
Education
Texas State University-San Marcos 1995 — 1999
Bachleor of Heathcare Adminstration
Jeremy Nichols's Salient Partners Experience May 2007 - August 2007
Job President & Chairman at AggielandTickets.com
Industry Entertainment
Experience
AggielandTickets.com August 2013 - Present
Texas A&M University June 2012 - September 2013
Texas A&M University September 2010 - August 2013
Suncor Real Estate Development May 2003 - May 2011
Salient Partners May 2007 - August 2007
Skills
Public Speaking, Online Marketing, Microsoft Office, Social Media Marketing, Social Media, Entrepreneurship, Marketing Strategy, Strategic Planning, New Business Development, Business Strategy, Business Development, Strategy, Start-ups, Strategic Partnerships, Research, Online Advertising, Television, Entertainment
Education
Texas A&M University 2014 — 2015
Master of Science (M.S.), Finance, General, 3.584
Texas A&M University 2004 — 2009
Bachelor of Arts (B.A.), Cognitive Psychology and Psycholinguistics, 3.50
AggielandTickets.com August 2013 - Present
Texas A&M University June 2012 - September 2013
Texas A&M University September 2010 - August 2013
Suncor Real Estate Development May 2003 - May 2011
Salient Partners May 2007 - August 2007
Skills
Public Speaking, Online Marketing, Microsoft Office, Social Media Marketing, Social Media, Entrepreneurship, Marketing Strategy, Strategic Planning, New Business Development, Business Strategy, Business Development, Strategy, Start-ups, Strategic Partnerships, Research, Online Advertising, Television, Entertainment
Education
Texas A&M University 2014 — 2015
Master of Science (M.S.), Finance, General, 3.584
Texas A&M University 2004 — 2009
Bachelor of Arts (B.A.), Cognitive Psychology and Psycholinguistics, 3.50
Alex Nunu Alex Nunu's Salient Partners Experience June 2014 - August 2014
Job Investments Intern at Salient Partners
Industry Investment Management
Experience
Salient Partners June 2014 - August 2014
Salient Partners July 2013 - January 2014
Salient Partners May 2013 - July 2013
Skills
Microsoft Excel, Public Speaking, Office Management, Administrative..., Financial Analysis, Asset Management
Education
The University of Texas at Austin
Salient Partners June 2014 - August 2014
Salient Partners July 2013 - January 2014
Salient Partners May 2013 - July 2013
Skills
Microsoft Excel, Public Speaking, Office Management, Administrative..., Financial Analysis, Asset Management
Education
The University of Texas at Austin
Alex Dinur Alex Dinur's Salient Partners Experience March 2010 - June 2010
Job Associate at Baker Botts L.L.P.
Industry Law Practice
Experience
Baker Botts September 2013 - Present
Baker Botts LLP May 2012 - July 2012
Hartman Simons & Wood LLP July 2011 - August 2011
United States District Court for the Southern District of Texas May 2011 - July 2011
Salient Partners March 2010 - June 2010
James A. Baker III Institute for Public Policy - Rice University May 2008 - August 2008
Skills
Excel, PowerPoint, Legal Research and..., Familiarity with basic..., Conversational French, Conversational Hebrew, Piano Performance, Corporate Law, French, Leadership, Microsoft Excel, Litigation, Research, Legal Research, Management, Piano, Appeals
Education
Northwestern University School of Law 2010 — 2013
J.D., Law
Rice University 2006 — 2009
BA, Economics and Managerial Studies
Baker Botts September 2013 - Present
Baker Botts LLP May 2012 - July 2012
Hartman Simons & Wood LLP July 2011 - August 2011
United States District Court for the Southern District of Texas May 2011 - July 2011
Salient Partners March 2010 - June 2010
James A. Baker III Institute for Public Policy - Rice University May 2008 - August 2008
Skills
Excel, PowerPoint, Legal Research and..., Familiarity with basic..., Conversational French, Conversational Hebrew, Piano Performance, Corporate Law, French, Leadership, Microsoft Excel, Litigation, Research, Legal Research, Management, Piano, Appeals
Education
Northwestern University School of Law 2010 — 2013
J.D., Law
Rice University 2006 — 2009
BA, Economics and Managerial Studies
Parag Sanghani Parag Sanghani's Salient Partners Experience April 2011 - Present
Job Director at Salient Partners
Industry Investment Management
Experience
Salient Partners April 2011 - Present
Telemus Capital Partners 2008 - 2009
Raymond James Financial Inc. 2004 - 2006
Skills
Equities, Investments, Financial Modeling, Valuation, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Asset Allocation
Education
London Business School 2009 — 2010
MSc, Finance
Salient Partners April 2011 - Present
Telemus Capital Partners 2008 - 2009
Raymond James Financial Inc. 2004 - 2006
Skills
Equities, Investments, Financial Modeling, Valuation, Bloomberg, Equity Research, Hedge Funds, Alternative Investments, Fixed Income, Portfolio Management, Asset Allocation
Education
London Business School 2009 — 2010
MSc, Finance
Gregory Reid Gregory Reid's Salient Partners Experience January 2011 - Present
Job Managing Director and President of Salient’s Master Limited Partnership (MLP) Complex
Industry Financial Services
Experience
Salient Partners January 2011 - Present
RDG Capital, LLC June 2007 - December 2010
Merrill Lynch’s Private Banking and Investment Group June 1997 - May 2007
Skills
Fund Of Funds, Hedge Funds, MLP, Investments, Alternative Investments, Asset Allocation, Private Equity, Investment Management, Fixed Income, Investment Strategies, Valuation, Trading, Investment Advisory, Securities, Trading Systems, Equity Research, Series 65, Emerging Markets, Venture Capital, Capital Markets, Financial Advisory, Corporate Finance, Investor Relations, Equity Trading, FINRA, Private Placements, Financial Analysis, Asset Management
Education
Northwestern University’s J.L. Kellogg Graduate School of Management 1990 — 1991
MBA, Finance and Financial Management Services
Texas A&M University - Mays Business School 1983 — 1987
Bachelor’s Degree, Finance
Salient Partners January 2011 - Present
RDG Capital, LLC June 2007 - December 2010
Merrill Lynch’s Private Banking and Investment Group June 1997 - May 2007
Skills
Fund Of Funds, Hedge Funds, MLP, Investments, Alternative Investments, Asset Allocation, Private Equity, Investment Management, Fixed Income, Investment Strategies, Valuation, Trading, Investment Advisory, Securities, Trading Systems, Equity Research, Series 65, Emerging Markets, Venture Capital, Capital Markets, Financial Advisory, Corporate Finance, Investor Relations, Equity Trading, FINRA, Private Placements, Financial Analysis, Asset Management
Education
Northwestern University’s J.L. Kellogg Graduate School of Management 1990 — 1991
MBA, Finance and Financial Management Services
Texas A&M University - Mays Business School 1983 — 1987
Bachelor’s Degree, Finance
Marion Beth Hockett Marion Beth Hockett's Salient Partners Experience August 2013 - Present
Job Marketing Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners August 2013 - Present
Houston ISD August 2011 - July 2013
Skills
Program Development, Mathematics Education, Technology Integration, E-Learning, Distance Learning, Community Outreach, Teaching English as a..., Editing, PowerPoint, Microsoft Publisher, Microsoft Word, Constant Contact
Education
Texas A&M University 2007 — 2011
Bachelor of Science (B.S.), Interdisciplinary Studies
High School
Salient Partners August 2013 - Present
Houston ISD August 2011 - July 2013
Skills
Program Development, Mathematics Education, Technology Integration, E-Learning, Distance Learning, Community Outreach, Teaching English as a..., Editing, PowerPoint, Microsoft Publisher, Microsoft Word, Constant Contact
Education
Texas A&M University 2007 — 2011
Bachelor of Science (B.S.), Interdisciplinary Studies
High School
Jessica Aguirre Jessica Aguirre's Salient Partners Experience September 2014 - Present
Job Human Resources Intern at Salient Partners
Industry Human Resources
Experience
Salient Partners September 2014 - Present
ShadowBox Talent September 2014 - December 2014
TSI Marketing by Tex Styles International September 2013 - June 2014
Sugar Mill Montessori School July 2011 - June 2013
Skills
Microsoft Office, Organization, Leadership, Management, Teamwork, Recruiting, Employee Relations, Interviews, Customer Service
Education
University of Houston 2013 — 2014
Human Resource Development
Wharton County Junior College 2011 — 2012
Salient Partners September 2014 - Present
ShadowBox Talent September 2014 - December 2014
TSI Marketing by Tex Styles International September 2013 - June 2014
Sugar Mill Montessori School July 2011 - June 2013
Skills
Microsoft Office, Organization, Leadership, Management, Teamwork, Recruiting, Employee Relations, Interviews, Customer Service
Education
University of Houston 2013 — 2014
Human Resource Development
Wharton County Junior College 2011 — 2012
Nathan Ramos Nathan Ramos's Salient Partners Experience June 2013 - August 2013
Job Senior Portfolio Analyst at Padilla & Associates WMG
Industry Capital Markets
Experience
Padilla & Associates Wealth Management Group September 2015 - Present
Private Tutor October 2009 - Present
Padilla & Associates Wealth Management Group December 2013 - September 2015
Padilla & Associates Wealth Management Group September 2013 - December 2013
Investment Society Trading Group September 2012 - December 2013
UTSA Investment Society April 2012 - December 2013
Salient Partners June 2013 - August 2013
Florida Central Credit Union October 2005 - July 2008
Skills
Bloomberg Terminal, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Access, Equities, Portfolio Management, Equity Derivatives, ETFs, Microsoft Word, Fundamental Analysis, Technical Analysis, Academic Tutoring, Finance, Microsoft Powerpoint, Microsoft Acess, Written & Oral..., VBA, Macros, Algorithms, Analysis, Leadership, Data Analysis, Investments
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration, Finance
Padilla & Associates Wealth Management Group September 2015 - Present
Private Tutor October 2009 - Present
Padilla & Associates Wealth Management Group December 2013 - September 2015
Padilla & Associates Wealth Management Group September 2013 - December 2013
Investment Society Trading Group September 2012 - December 2013
UTSA Investment Society April 2012 - December 2013
Salient Partners June 2013 - August 2013
Florida Central Credit Union October 2005 - July 2008
Skills
Bloomberg Terminal, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Access, Equities, Portfolio Management, Equity Derivatives, ETFs, Microsoft Word, Fundamental Analysis, Technical Analysis, Academic Tutoring, Finance, Microsoft Powerpoint, Microsoft Acess, Written & Oral..., VBA, Macros, Algorithms, Analysis, Leadership, Data Analysis, Investments
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration, Finance
W. Scott Hill W. Scott Hill's Salient Partners Experience June 2014 - Present
Job Managing Director at Salient Partners
Industry Financial Services
Experience
Salient Partners June 2014 - Present
JP Morgan August 2012 - June 2014
CFA Society of Houston 2004 - October 2012
Kanaly Trust Company September 2000 - August 2012
Skills
Wealth Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, Portfolio Management, Wealth, Equities, Investment Advisory, Investment Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Securities, Financial Advisory, Risk Management, Options, Investment Strategies, Asset Management, Loans, Fixed Income, High Net Worth..., Private Equity, Valuation, Structured Products, Financial Planning
Education
University of Houston 1999 — 2001
MBA, Finance, General
Texas A&M University 1988 — 1991
BA, Economics
Certified Financial Planner
Chartered Financial Analyst
Salient Partners June 2014 - Present
JP Morgan August 2012 - June 2014
CFA Society of Houston 2004 - October 2012
Kanaly Trust Company September 2000 - August 2012
Skills
Wealth Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, Portfolio Management, Wealth, Equities, Investment Advisory, Investment Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Securities, Financial Advisory, Risk Management, Options, Investment Strategies, Asset Management, Loans, Fixed Income, High Net Worth..., Private Equity, Valuation, Structured Products, Financial Planning
Education
University of Houston 1999 — 2001
MBA, Finance, General
Texas A&M University 1988 — 1991
BA, Economics
Certified Financial Planner
Chartered Financial Analyst
Paulette Moore's Salient Partners Experience January 2013 - November 2013
Job Administrative Assistant at Koch Supply & Trading
Industry Oil & Energy
Experience
Koch Supply & Trading December 2013 - Present
Salient Partners January 2013 - November 2013
Jones Day September 2012 - January 2013
Latham & Watkins February 2011 - September 2012
British Airways July 1984 - February 2011
Skills
Legal Research, Administrative..., Outlook, Office Management, Lexis, Westlaw, Lotus Notes, Microsoft Word, Microsoft Excel
Education
The George Washington University
MPS, Paralegal Studies
University of Maryland University College
BS, Legal Studies, Computer Studies Minor
Koch Supply & Trading December 2013 - Present
Salient Partners January 2013 - November 2013
Jones Day September 2012 - January 2013
Latham & Watkins February 2011 - September 2012
British Airways July 1984 - February 2011
Skills
Legal Research, Administrative..., Outlook, Office Management, Lexis, Westlaw, Lotus Notes, Microsoft Word, Microsoft Excel
Education
The George Washington University
MPS, Paralegal Studies
University of Maryland University College
BS, Legal Studies, Computer Studies Minor
Dustin Gallo's Salient Partners Experience June 2012 - August 2013
Job Math Tutor at Frog Tutoring
Industry Music
Experience
Glaser Musicworks September 2014 - Present
Frog Tutoring September 2014 - Present
Pavilions Marketplace June 2014 - September 2014
Resort at Squaw Creek by Destination Hotels and Resorts November 2013 - April 2014
Salient Partners June 2012 - August 2013
Education
Rice University 2009 — 2013
Bachelor of Arts (BA), Mathematical Economic Analysis
London School of Economics and Political Science 2011 — 2012
General Course, Dept. of Economics
Universidad Latina de Costa Rica
Intensive Spanish Language
Glaser Musicworks September 2014 - Present
Frog Tutoring September 2014 - Present
Pavilions Marketplace June 2014 - September 2014
Resort at Squaw Creek by Destination Hotels and Resorts November 2013 - April 2014
Salient Partners June 2012 - August 2013
Education
Rice University 2009 — 2013
Bachelor of Arts (BA), Mathematical Economic Analysis
London School of Economics and Political Science 2011 — 2012
General Course, Dept. of Economics
Universidad Latina de Costa Rica
Intensive Spanish Language
J.D. Smiley's Salient Partners Experience June 2013 - August 2013
Job Sales Associate at Sewell Lexus
Industry Automotive
Experience
Sewell Automotive Companies June 2014 - Present
Salient Partners June 2013 - August 2013
Kanakuk Kamps May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Bloomberg, Microsoft Office, Leadership, Customer Service, Vehicles
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Sewell Automotive Companies June 2014 - Present
Salient Partners June 2013 - August 2013
Kanakuk Kamps May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Bloomberg, Microsoft Office, Leadership, Customer Service, Vehicles
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Margaret Hartman Margaret Hartman's Salient Partners Experience March 2013 - April 2013
Job Sales Associate and Research Analyst at Hartman Income REIT
Industry Real Estate
Experience
Hartman Income REIT May 2009 - Present
Salient Partners March 2013 - April 2013
Skills
Sales, Real Estate, Crowdfunding, Alternative Investments, Leadership, Public Speaking, Mentoring, Communication, Financial Analysis
Education
Texas A&M University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Second Baptist School 2004 — 2013
Hartman Income REIT May 2009 - Present
Salient Partners March 2013 - April 2013
Skills
Sales, Real Estate, Crowdfunding, Alternative Investments, Leadership, Public Speaking, Mentoring, Communication, Financial Analysis
Education
Texas A&M University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
Second Baptist School 2004 — 2013
Ben Hunt Ben Hunt's Salient Partners Experience November 2013 - Present
Job Chief Risk Officer at Salient Partners
Industry Financial Services
Experience
Salient Partners November 2013 - Present
Epsilon Theory 2013 - Present
TIG Procella Fund March 2012 - May 2013
Iridian Asset Management January 2006 - December 2011
Skills
Equities, Alternative Investments, Asset Management, Portfolio Management, Fixed Income, Bloomberg, Investments, Capital Markets, Private Equity, Equity Research, Financial Modeling, Asset Allocation, Investment Banking, Derivatives, Series 7, Valuation, Investment Management, Investment Strategies, Securities, Trading, Investment Advisory, Writing, Equity Trading
Education
Harvard University 1986 — 1991
Doctor of Philosophy (Ph.D.), Political Science and Government
Vanderbilt University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government / Computer Science
Indian Springs
Salient Partners November 2013 - Present
Epsilon Theory 2013 - Present
TIG Procella Fund March 2012 - May 2013
Iridian Asset Management January 2006 - December 2011
Skills
Equities, Alternative Investments, Asset Management, Portfolio Management, Fixed Income, Bloomberg, Investments, Capital Markets, Private Equity, Equity Research, Financial Modeling, Asset Allocation, Investment Banking, Derivatives, Series 7, Valuation, Investment Management, Investment Strategies, Securities, Trading, Investment Advisory, Writing, Equity Trading
Education
Harvard University 1986 — 1991
Doctor of Philosophy (Ph.D.), Political Science and Government
Vanderbilt University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government / Computer Science
Indian Springs
Derek Schulz Derek Schulz's Salient Partners Experience February 2011 - Present
Job Chief Technology Officer at Salient Partners
Industry Financial Services
Experience
Salient Partners February 2011 - Present
Salient Partners August 2009 - January 2011
Sanders Morris Harris 2006 - August 2009
Sanders Morris Harris April 2004 - 2006
Magellan Consulting, Inc. August 2002 - March 2004
HealthHelp June 2001 - May 2002
iVita August 2000 - June 2001
Indata April 1998 - July 2000
Skills
Windows Server, Microsoft SQL Server, Microsoft Exchange, SharePoint, Databases, IIS, ASP.NET, C#, VB.NET, VMware, Active Directory, Software Development, IT Strategy, IT Management, Enterprise Architecture, System Administration, Enterprise Software, Cloud Computing, Disaster Recovery, Management, Asset Management, Integration
Education
University of Houston 1994 — 2005
BS, Computer Engineering Technology
Salient Partners February 2011 - Present
Salient Partners August 2009 - January 2011
Sanders Morris Harris 2006 - August 2009
Sanders Morris Harris April 2004 - 2006
Magellan Consulting, Inc. August 2002 - March 2004
HealthHelp June 2001 - May 2002
iVita August 2000 - June 2001
Indata April 1998 - July 2000
Skills
Windows Server, Microsoft SQL Server, Microsoft Exchange, SharePoint, Databases, IIS, ASP.NET, C#, VB.NET, VMware, Active Directory, Software Development, IT Strategy, IT Management, Enterprise Architecture, System Administration, Enterprise Software, Cloud Computing, Disaster Recovery, Management, Asset Management, Integration
Education
University of Houston 1994 — 2005
BS, Computer Engineering Technology
John Vaughan, JD, CAIA, CPWA's Salient Partners Experience 2012 - June 2014
Job Northeast Regional Director, James Alpha Management
Industry Investment Management
Experience
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
Nathan Mazzapica Nathan Mazzapica's Salient Partners Experience March 2011 - Present
Job at Salient Partners
Industry Investment Management
Experience
Salient Partners March 2011 - Present
Chevron March 2008 - November 2010
Skills
Investments, Microsoft Excel, Series 7, Series 63, Sales, Hedge Funds, Private Equity, Natural Gas, Capital Markets, Alternative Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Securities, Fund Of Funds, Series 66
Education
University of Houston 2005 — 2007
BA, Political Science
Kingwood High School 1999 — 2002
Salient Partners March 2011 - Present
Chevron March 2008 - November 2010
Skills
Investments, Microsoft Excel, Series 7, Series 63, Sales, Hedge Funds, Private Equity, Natural Gas, Capital Markets, Alternative Investments, Equities, Mutual Funds, Investment Strategies, Asset Management, Securities, Fund Of Funds, Series 66
Education
University of Houston 2005 — 2007
BA, Political Science
Kingwood High School 1999 — 2002
Tatiana Vasilyev's Salient Partners Experience May 2013 - July 2013
Job Senior Equity Analyst. Global Industrials/Generalist
Industry Investment Management
Experience
Salient Partners May 2013 - July 2013
Brown Brothers Harriman May 2011 - April 2013
Balyasny Asset Management June 2008 - June 2009
Citi Investment Research June 2007 - May 2008
Cadbury Schweppes Americas Beverages/DPS August 2005 - June 2007
GfK January 2001 - June 2003
Skills
Financial Modeling, Valuation, Investor Relations, Portfolio Management, Emerging Markets, Equity Research, Corporate Finance, Equities, Investments, Asset Managment, Due Diligence, Financial Analysis, Alternative Investments, Strategy, Hedge Funds, Finance, Equity Valuation, Acquisition Integration
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Saint Petersburg State University 1992 — 2000
PhD
Salient Partners May 2013 - July 2013
Brown Brothers Harriman May 2011 - April 2013
Balyasny Asset Management June 2008 - June 2009
Citi Investment Research June 2007 - May 2008
Cadbury Schweppes Americas Beverages/DPS August 2005 - June 2007
GfK January 2001 - June 2003
Skills
Financial Modeling, Valuation, Investor Relations, Portfolio Management, Emerging Markets, Equity Research, Corporate Finance, Equities, Investments, Asset Managment, Due Diligence, Financial Analysis, Alternative Investments, Strategy, Hedge Funds, Finance, Equity Valuation, Acquisition Integration
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Saint Petersburg State University 1992 — 2000
PhD
Jarred Pendleton's Salient Partners Experience November 2014 - December 2014
Job Operational Due Diligence Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners November 2014 - December 2014
LaSalle St. Securities, LLC June 2013 - August 2013
City Sports June 2013 - August 2013
Lux Homes Denver June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Marketing, Sales, Microsoft Word, Data Analysis, Facebook, Finance, Teamwork, Bloomberg, Event Planning, CRM
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Finance
Strake Jesuit College Preparatory 2006 — 2010
Salient Partners November 2014 - December 2014
LaSalle St. Securities, LLC June 2013 - August 2013
City Sports June 2013 - August 2013
Lux Homes Denver June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Marketing, Sales, Microsoft Word, Data Analysis, Facebook, Finance, Teamwork, Bloomberg, Event Planning, CRM
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, Finance
Strake Jesuit College Preparatory 2006 — 2010
Blair Batson's Salient Partners Experience June 2013 - Present
Job Director of Institutional Sales at Salient Partners
Industry Investment Management
Experience
Salient Partners June 2013 - Present
Coker & Palmer Investment Securities 2010 - 2013
Molpus Woodlands Advisors 2003 - 2010
Timbervest 2001 - 2002
1000 Friends of Oregon 1988 - 2000
Jones Walker LLP 1986 - 1988
The Honorable John M. Duhe', Jr. 1985 - 1986
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Management, Asset Management, Series 7, Series 63, Capital Markets, Private Equity, Investments, Investment Management, Mutual Funds
Education
Tulane University Law School
Juris Doctor, cum laude
Tulane University
Bachelor of Arts (BA), English
Salient Partners June 2013 - Present
Coker & Palmer Investment Securities 2010 - 2013
Molpus Woodlands Advisors 2003 - 2010
Timbervest 2001 - 2002
1000 Friends of Oregon 1988 - 2000
Jones Walker LLP 1986 - 1988
The Honorable John M. Duhe', Jr. 1985 - 1986
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Management, Asset Management, Series 7, Series 63, Capital Markets, Private Equity, Investments, Investment Management, Mutual Funds
Education
Tulane University Law School
Juris Doctor, cum laude
Tulane University
Bachelor of Arts (BA), English
Alex McLean's Salient Partners Experience 2012 - Present
Job Regional Vice President at Salient Partners
Industry Investment Management
Experience
Salient Partners 2012 - Present
Salient Partners July 2010 - July 2012
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Series 7, Investments, Series 63, Series 65, Portfolio Management, Series 6, Equities, Asset Managment, Mutual Funds, ETFs, Fund Of Funds, Fixed Income, Investment Strategies
Education
Louisiana State University 2004 — 2009
Business
Salient Partners 2012 - Present
Salient Partners July 2010 - July 2012
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Series 7, Investments, Series 63, Series 65, Portfolio Management, Series 6, Equities, Asset Managment, Mutual Funds, ETFs, Fund Of Funds, Fixed Income, Investment Strategies
Education
Louisiana State University 2004 — 2009
Business
J. Philip Ferguson J. Philip Ferguson's Salient Partners Experience May 2012 - Present
Job Asset Management Professional
Industry Investment Management
Experience
ABM Industries, Inc. December 2009 - Present
Houston Endowment Inc April 2014 - Present
Silver Ventures July 2012 - Present
Salient Partners May 2012 - Present
Ascendant Advisors, LLC January 2010 - Present
Bamberger Ranch Preserve September 2013 - Present
University of Texas Investment Management Co. 2004 - April 2012
Invesco AIM 2000 - 2007
Investment Adviser Association 1998 - 2007
Education
City of London College 1970 — 1970
Certificate in Int'l Law, law
The University of Texas School of Law 1967 — 1970
JD
Texas Christian University 1963 — 1967
Bachelor of Business Administration (BBA)
ABM Industries, Inc. December 2009 - Present
Houston Endowment Inc April 2014 - Present
Silver Ventures July 2012 - Present
Salient Partners May 2012 - Present
Ascendant Advisors, LLC January 2010 - Present
Bamberger Ranch Preserve September 2013 - Present
University of Texas Investment Management Co. 2004 - April 2012
Invesco AIM 2000 - 2007
Investment Adviser Association 1998 - 2007
Education
City of London College 1970 — 1970
Certificate in Int'l Law, law
The University of Texas School of Law 1967 — 1970
JD
Texas Christian University 1963 — 1967
Bachelor of Business Administration (BBA)
Hali Ganbold's Salient Partners Experience January 2013 - September 2013
Job Director, Market Strategy at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2015 - Present
Voya Financial November 2013 - June 2015
Salient Partners January 2013 - September 2013
Marathon Asset Management September 2008 - December 2012
Marathon Asset Management September 2008 - April 2011
Lehman Brothers July 2007 - September 2008
Harvard University July 2006 - July 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Graduate Level Accounting and Finance Courses
Tufts University 2002 — 2006
B.A.
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
Voya Financial July 2015 - Present
Voya Financial November 2013 - June 2015
Salient Partners January 2013 - September 2013
Marathon Asset Management September 2008 - December 2012
Marathon Asset Management September 2008 - April 2011
Lehman Brothers July 2007 - September 2008
Harvard University July 2006 - July 2007
Education
New York University - Leonard N. Stern School of Business 2008 — 2008
Graduate Level Accounting and Finance Courses
Tufts University 2002 — 2006
B.A.
Universidad Complutense de Madrid 2004 — 2005
Study Abroad
Kunal Nainani Kunal Nainani's Salient Partners Experience January 2010 - April 2011
Job Vice President at Eagle Global Advisors
Industry Investment Management
Experience
Eagle Global Advisors April 2011 - Present
Salient Partners January 2010 - April 2011
Aquanaut Capital December 2006 - May 2009
Simmons & Company International October 2005 - December 2006
Skills
Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Private Equity, Hedge Funds, Capital Markets, Corporate Finance, Investments, Financial Analysis, Asset Management, Investment Banking, Due Diligence, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Eagle Global Advisors April 2011 - Present
Salient Partners January 2010 - April 2011
Aquanaut Capital December 2006 - May 2009
Simmons & Company International October 2005 - December 2006
Skills
Valuation, Financial Modeling, Equity Research, Equities, Bloomberg, Private Equity, Hedge Funds, Capital Markets, Corporate Finance, Investments, Financial Analysis, Asset Management, Investment Banking, Due Diligence, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Richard A. Libby, Ph.D. Richard A. Libby, Ph.D.'s Salient Partners Experience November 2014 - Present
Job Independent Review Committee at Salient Partners
Industry Information Technology and Services
Experience
Salient Partners November 2014 - Present
University of San Francisco September 2014 - Present
Perihelion Capital Advisors January 2010 - Present
Barclays Global Investors February 2007 - January 2010
Barclays Global Investors October 2003 - February 2007
Barclays Global Investors July 1999 - October 2003
Bank of America June 1998 - July 1999
Bank of America March 1994 - June 1998
Bank of America February 1993 - March 1994
Bank of America Investment Services and Global Securities Services July 1992 - January 1993
Skills
Alternative Investments, Analytics, Asset Management, Banking, Capital Markets, Corporate Finance, Counterparty Risk, Credit, Credit Derivatives, Credit Risk, Derivatives, Equities, Equity Derivatives, Expert Witness, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Liquidity Risk, Management Consulting, Market Risk, Mathematical Modeling, Mathematics, Monte Carlo Simulation, Options, Portfolio Management, Public Speaking, Quantitative Analysis, Quantitative Finance, Risk, Risk Management, Risk Mitigation, Statistics, Valuation, Writing, Quantitative Analytics, Asset Managment, Financial Risk, Swaps, Commodity, Financial Services, Structured Finance, Securities, Operational Risk, Basel II, Finance, Interest Rate..., Strategy, FX Options
Education
University of California, Santa Cruz 1984 — 1990
Ph.D., Mathematics
University of California, San Diego 1980 — 1982
MA, Mathematics
University of California, San Diego 1976 — 1980
BA, Mathematics
Arcadia High School 1973 — 1976
diploma, general college prep
Salient Partners November 2014 - Present
University of San Francisco September 2014 - Present
Perihelion Capital Advisors January 2010 - Present
Barclays Global Investors February 2007 - January 2010
Barclays Global Investors October 2003 - February 2007
Barclays Global Investors July 1999 - October 2003
Bank of America June 1998 - July 1999
Bank of America March 1994 - June 1998
Bank of America February 1993 - March 1994
Bank of America Investment Services and Global Securities Services July 1992 - January 1993
Skills
Alternative Investments, Analytics, Asset Management, Banking, Capital Markets, Corporate Finance, Counterparty Risk, Credit, Credit Derivatives, Credit Risk, Derivatives, Equities, Equity Derivatives, Expert Witness, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Liquidity Risk, Management Consulting, Market Risk, Mathematical Modeling, Mathematics, Monte Carlo Simulation, Options, Portfolio Management, Public Speaking, Quantitative Analysis, Quantitative Finance, Risk, Risk Management, Risk Mitigation, Statistics, Valuation, Writing, Quantitative Analytics, Asset Managment, Financial Risk, Swaps, Commodity, Financial Services, Structured Finance, Securities, Operational Risk, Basel II, Finance, Interest Rate..., Strategy, FX Options
Education
University of California, Santa Cruz 1984 — 1990
Ph.D., Mathematics
University of California, San Diego 1980 — 1982
MA, Mathematics
University of California, San Diego 1976 — 1980
BA, Mathematics
Arcadia High School 1973 — 1976
diploma, general college prep
Karen Degeurin Karen Degeurin's Salient Partners Experience July 2007 - July 2008
Job Sales Leader at Insphere Insurance Solutions
Industry Insurance
Experience
Insphere Insurance Solutions August 2008 - Present
Insphere Insurance Solutions 2013 - 2013
Insphere Insurance Solutions September 2008 - April 2011
Salient Partners July 2007 - July 2008
Skills
Health Insurance, Life Insurance, Disability Insurance, Dentistry, Long-term Care, Investments, Term Life Insurance, Universal Life, Critical Illness, Sales, Customer Retention, Retirement, Insurance
Education
The University of Texas at Austin 1999 — 2000
MA, Human Resources
Insphere Insurance Solutions August 2008 - Present
Insphere Insurance Solutions 2013 - 2013
Insphere Insurance Solutions September 2008 - April 2011
Salient Partners July 2007 - July 2008
Skills
Health Insurance, Life Insurance, Disability Insurance, Dentistry, Long-term Care, Investments, Term Life Insurance, Universal Life, Critical Illness, Sales, Customer Retention, Retirement, Insurance
Education
The University of Texas at Austin 1999 — 2000
MA, Human Resources
Eric Casey, CAIA Eric Casey, CAIA's Salient Partners Experience February 2011 - Present
Job Regional Vice President Great Lakes at Salient Partners
Industry Investment Management
Experience
Salient Partners February 2011 - Present
UBS Global Asset Management August 1996 - January 2011
UBS Wealth Management 1994 - 1996
Skills
Portfolio Management, Finance, Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Hedge Funds, Investments, Securities, Investment Strategies, ETFs, Series 65, Investment Advisory, Equities, Fixed Income, Investment Management, Series 6
Education
Southern Methodist University - Cox School of Business 1989 — 1990
M.B.A.
Trinity University 1983 — 1985
B.A., English
Bates College 1982 — 1983
Phillips Exeter Academy 1979 — 1980
Salient Partners February 2011 - Present
UBS Global Asset Management August 1996 - January 2011
UBS Wealth Management 1994 - 1996
Skills
Portfolio Management, Finance, Alternative Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Asset Management, Wealth Management, Hedge Funds, Investments, Securities, Investment Strategies, ETFs, Series 65, Investment Advisory, Equities, Fixed Income, Investment Management, Series 6
Education
Southern Methodist University - Cox School of Business 1989 — 1990
M.B.A.
Trinity University 1983 — 1985
B.A., English
Bates College 1982 — 1983
Phillips Exeter Academy 1979 — 1980
Jason Blasingame Jason Blasingame's Salient Partners Experience June 2012 - December 2012
Job Staff Auditor at M&K CPAs
Industry Accounting
Experience
M&K CPAS November 2014 - Present
Carriage Services December 2012 - November 2014
Salient Partners June 2012 - December 2012
EnCap Investments L.P January 2012 - May 2012
City of Houston October 2010 - November 2011
Morgan Stanley August 2008 - June 2010
Neighborhood Tax Centers (VITA) December 2009 - April 2010
Skills
Financial Analysis, Access, CPA, Tax, Microsoft Excel, General Ledger, Due Diligence, PowerPoint, Financial Statements, Variance Analysis, Hyperion Enterprise, Month End Close, Microsoft Word, Auditing, Accounting, Microsoft Dynamics, Essbase, RIA Checkpoint, Risk Management, ProSystem fx Engagement, Financial Accounting, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science (M.S.), Accounting
University of Houston 2004 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
High School for the Performing and Visual Arts 2000 — 2004
M&K CPAS November 2014 - Present
Carriage Services December 2012 - November 2014
Salient Partners June 2012 - December 2012
EnCap Investments L.P January 2012 - May 2012
City of Houston October 2010 - November 2011
Morgan Stanley August 2008 - June 2010
Neighborhood Tax Centers (VITA) December 2009 - April 2010
Skills
Financial Analysis, Access, CPA, Tax, Microsoft Excel, General Ledger, Due Diligence, PowerPoint, Financial Statements, Variance Analysis, Hyperion Enterprise, Month End Close, Microsoft Word, Auditing, Accounting, Microsoft Dynamics, Essbase, RIA Checkpoint, Risk Management, ProSystem fx Engagement, Financial Accounting, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Master of Science (M.S.), Accounting
University of Houston 2004 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
High School for the Performing and Visual Arts 2000 — 2004
Robin McClain's Salient Partners Experience September 2009 - December 2011
Job Marketing Strategies & Programs
Industry Management Consulting
Experience
KPMG March 2015 - Present
KPMG July 2013 - March 2015
Raymond James Financial Inc. February 2012 - June 2013
ZT Wealth December 2011 - February 2012
Salient Partners September 2009 - December 2011
Treubau die Fachverwalter GmbH 2008 - 2009
Skills
Event Planning, Management, Microsoft Excel, Microsoft Office, Process Scheduler, Outlook, Leadership, Investments, PowerPoint, Microsoft Word, Customer Service, Contract Negotiation, Accounting, Press Releases, Sales, Financial Analysis, Media Relations, Administrative..., Event Management, Strategic Planning, Budgets, Social Media Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Reporting & Analysis, Performance Reporting, Web Analytics, Google Analytics, Marketing Analytics
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2008
B.A., Communications Studies, Business Administration
KPMG March 2015 - Present
KPMG July 2013 - March 2015
Raymond James Financial Inc. February 2012 - June 2013
ZT Wealth December 2011 - February 2012
Salient Partners September 2009 - December 2011
Treubau die Fachverwalter GmbH 2008 - 2009
Skills
Event Planning, Management, Microsoft Excel, Microsoft Office, Process Scheduler, Outlook, Leadership, Investments, PowerPoint, Microsoft Word, Customer Service, Contract Negotiation, Accounting, Press Releases, Sales, Financial Analysis, Media Relations, Administrative..., Event Management, Strategic Planning, Budgets, Social Media Marketing, Marketing Strategy, Online Marketing, Digital Marketing, Integrated Marketing, Email Marketing, Reporting & Analysis, Performance Reporting, Web Analytics, Google Analytics, Marketing Analytics
Education
Louisiana State University and Agricultural and Mechanical College 2004 — 2008
B.A., Communications Studies, Business Administration
Michael Corrao's Salient Partners Experience September 2014 - Present
Job Manager, Investor Relations at Salient Partners
Industry Financial Services
Experience
Salient Partners September 2014 - Present
Tiger Bay Advisors, LLC June 2012 - August 2014
The Rohatyn Group August 2009 - June 2012
Cushman & Wakefield June 2008 - July 2009
Narciso Rodriguez May 2007 - May 2008
Bloomberg August 2006 - May 2007
Bloomberg July 2003 - August 2006
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Relationship Management, New Business Development, Financial Analysis, Microsoft Excel, Hedge Funds, Portfolio Management, Investments, Investor Relations, Account Management
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), English and American Literature
Lycee Carnot, Dijon 1999 — 1999
Salient Partners September 2014 - Present
Tiger Bay Advisors, LLC June 2012 - August 2014
The Rohatyn Group August 2009 - June 2012
Cushman & Wakefield June 2008 - July 2009
Narciso Rodriguez May 2007 - May 2008
Bloomberg August 2006 - May 2007
Bloomberg July 2003 - August 2006
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Relationship Management, New Business Development, Financial Analysis, Microsoft Excel, Hedge Funds, Portfolio Management, Investments, Investor Relations, Account Management
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), English and American Literature
Lycee Carnot, Dijon 1999 — 1999
Ryan Garvey Ryan Garvey's Salient Partners Experience January 2014 - August 2014
Job Airborne Infantry at ARMY
Industry Military
Experience
Salient Partners January 2014 - August 2014
US Army July 2011 - May 2013
Starbucks June 2009 - July 2011
Prince William Ambulatory Surgery Center February 2009 - August 2009
Elbit Systems of America August 2008 - December 2008
Skills
Military Experience, Security Clearance, Army, Organizational..., Customer Service, Microsoft Office, PowerPoint, Training
Education
HCC EMT 2015 — 2015
EMT Basic Certification
HCC Fire Academy 2014 — 2015
Basic Fire Certification
Mercyhurst College 2008 — 2009
Business Administration and Management, General, freshman
Valley Forge Military Academy & College 2006 — 2007
General HS diploma, 12th
Osbourn Park High School 2003 — 2006
General HS Education, 9th-11th
Salient Partners January 2014 - August 2014
US Army July 2011 - May 2013
Starbucks June 2009 - July 2011
Prince William Ambulatory Surgery Center February 2009 - August 2009
Elbit Systems of America August 2008 - December 2008
Skills
Military Experience, Security Clearance, Army, Organizational..., Customer Service, Microsoft Office, PowerPoint, Training
Education
HCC EMT 2015 — 2015
EMT Basic Certification
HCC Fire Academy 2014 — 2015
Basic Fire Certification
Mercyhurst College 2008 — 2009
Business Administration and Management, General, freshman
Valley Forge Military Academy & College 2006 — 2007
General HS diploma, 12th
Osbourn Park High School 2003 — 2006
General HS Education, 9th-11th
Kenisha Duplechain's Salient Partners Experience March 2013 - Present
Job Sr. Operational Due Diligence Analyst at Salient Partners, L.P.
Industry Investment Management
Experience
Salient Partners, L.P. May 2013 - Present
Salient Partners March 2013 - Present
Charles River Development December 2007 - January 2009
Invesco US June 2003 - October 2007
Invesco US June 1999 - June 2003
Skills
Fund Of Funds, Asset Management, Equities, Hedge Funds, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Asset Allocation, Securities, Finance
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Salient Partners, L.P. May 2013 - Present
Salient Partners March 2013 - Present
Charles River Development December 2007 - January 2009
Invesco US June 2003 - October 2007
Invesco US June 1999 - June 2003
Skills
Fund Of Funds, Asset Management, Equities, Hedge Funds, Alternative Investments, Investment Management, Bloomberg, Mutual Funds, Asset Allocation, Securities, Finance
Education
Texas Woman's University
Master of Business Administration (M.B.A.)
Marium Ilyas's Salient Partners Experience January 2014 - Present
Job Operations Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2014 - Present
Blackstone Hospitality August 2012 - December 2013
First Data Corporation June 2011 - August 2012
TCF Bank July 2008 - March 2011
Skills
Account Reconciliation, Financial Reporting, Accounting, Real Estate, Accounts Receivable, Accounts Payable, Bank Reconciliation, QuickBooks, PeopleSoft, ADP Payroll, Sarbanes-Oxley Act, Forecasting, Financial Analysis, GAAP, Auditing, Microsoft Excel, Financial Accounting, General Ledger
Education
Benedictine University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Salient Partners January 2014 - Present
Blackstone Hospitality August 2012 - December 2013
First Data Corporation June 2011 - August 2012
TCF Bank July 2008 - March 2011
Skills
Account Reconciliation, Financial Reporting, Accounting, Real Estate, Accounts Receivable, Accounts Payable, Bank Reconciliation, QuickBooks, PeopleSoft, ADP Payroll, Sarbanes-Oxley Act, Forecasting, Financial Analysis, GAAP, Auditing, Microsoft Excel, Financial Accounting, General Ledger
Education
Benedictine University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Juana Larin Juana Larin's Salient Partners Experience November 2012 - Present
Job
Industry Financial Services
Experience
Salient Partners November 2012 - Present
Education
University of Houston-Downtown
Bachelor of Business Administration, Finance
FINRA Training
Salient Partners November 2012 - Present
Education
University of Houston-Downtown
Bachelor of Business Administration, Finance
FINRA Training
Lee England, CIMC Lee England, CIMC's Salient Partners Experience January 2013 - Present
Job Senior Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2013 - Present
Treasure Coast Hospice January 2012 - January 2013
Morgan Stanley Smith Barney May 2008 - August 2011
Federated Investors November 2002 - April 2008
Dreyfus Investments February 1997 - September 2002
Smith Barney October 1987 - January 1997
WTVX - Channel January 1985 - January 1987
WRIT FM January 1984 - January 1985
Skills
Public Speaking, Organizational..., Marketing Communications, Investments, Customer Relations, Mutual Funds, Alternative Investments, Annuities, Series 7, Retirement, Asset Management, Securities, Portfolio Management, Series 3, Series 31, Series 63, Series 65, Asset Managment, FINRA, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Customer Service, Sales, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Equities, Financial Services, Finance, Fixed Income, Hedge Funds, Financial Planning
Education
Securities Industry Institute at Wharton 2007 — 2009
Auburn University 1980 — 1984
BA, Communication and Psychology
Virgil I. Grissom High School
Salient Partners January 2013 - Present
Treasure Coast Hospice January 2012 - January 2013
Morgan Stanley Smith Barney May 2008 - August 2011
Federated Investors November 2002 - April 2008
Dreyfus Investments February 1997 - September 2002
Smith Barney October 1987 - January 1997
WTVX - Channel January 1985 - January 1987
WRIT FM January 1984 - January 1985
Skills
Public Speaking, Organizational..., Marketing Communications, Investments, Customer Relations, Mutual Funds, Alternative Investments, Annuities, Series 7, Retirement, Asset Management, Securities, Portfolio Management, Series 3, Series 31, Series 63, Series 65, Asset Managment, FINRA, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Customer Service, Sales, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Equities, Financial Services, Finance, Fixed Income, Hedge Funds, Financial Planning
Education
Securities Industry Institute at Wharton 2007 — 2009
Auburn University 1980 — 1984
BA, Communication and Psychology
Virgil I. Grissom High School
Jessica (Hecht) Ramsey's Salient Partners Experience March 2008 - December 2011
Job Financial Reporting Manager at Oasis Petroleum
Industry Oil & Energy
Experience
Oasis Petroleum January 2012 - Present
Salient Partners March 2008 - December 2011
PwC January 2005 - March 2008
PwC January 2004 - March 2004
Skills
Accounting, Sarbanes-Oxley Act, CPA, Financial Reporting, Auditing, Financial Modeling, Financial Analysis, SEC filings, Sarbanes-Oxley, GAAP, Due Diligence, Internal Controls, US GAAP, Corporate Finance, Financial Accounting, Valuation, Revenue Recognition, Variance Analysis, Financial Statements, Assurance, Consolidation, External Audit
Education
The University of Texas at Austin
Bachelor of Business Administration, Master in Professional Accounting
Oasis Petroleum January 2012 - Present
Salient Partners March 2008 - December 2011
PwC January 2005 - March 2008
PwC January 2004 - March 2004
Skills
Accounting, Sarbanes-Oxley Act, CPA, Financial Reporting, Auditing, Financial Modeling, Financial Analysis, SEC filings, Sarbanes-Oxley, GAAP, Due Diligence, Internal Controls, US GAAP, Corporate Finance, Financial Accounting, Valuation, Revenue Recognition, Variance Analysis, Financial Statements, Assurance, Consolidation, External Audit
Education
The University of Texas at Austin
Bachelor of Business Administration, Master in Professional Accounting
Matthew Grandits Matthew Grandits's Salient Partners Experience January 2015 - Present
Job Internal Sales Consultant at Salient Partners
Industry Investment Management
Experience
Salient Partners January 2015 - Present
Houston Federal Credit Union/CUNA Brokerage November 2011 - December 2014
Houston Federal Credit Union August 2011 - November 2011
Accutest Laboratories, Inc July 2010 - July 2011
Rivertown Textbooks May 2009 - March 2010
Skills
Financial Analysis, Strategic Financial..., Sales, Investment Advisory, Microsoft Excel, Investment Strategies, Microsoft Office, Cross-functional Team..., Time Management, Business Development, Leadership, Data Analysis, Management, Analysis, Research, Financial Modeling, Risk Management, Banking, Finance, Series 7, Portfolio Management, Investments, Customer Service, Financial Planning, Asset Management
Education
Texas State University 2005 — 2009
BBA, Finance
Salient Partners January 2015 - Present
Houston Federal Credit Union/CUNA Brokerage November 2011 - December 2014
Houston Federal Credit Union August 2011 - November 2011
Accutest Laboratories, Inc July 2010 - July 2011
Rivertown Textbooks May 2009 - March 2010
Skills
Financial Analysis, Strategic Financial..., Sales, Investment Advisory, Microsoft Excel, Investment Strategies, Microsoft Office, Cross-functional Team..., Time Management, Business Development, Leadership, Data Analysis, Management, Analysis, Research, Financial Modeling, Risk Management, Banking, Finance, Series 7, Portfolio Management, Investments, Customer Service, Financial Planning, Asset Management
Education
Texas State University 2005 — 2009
BBA, Finance
Marc Thuot, CFA Marc Thuot, CFA's Salient Partners Experience February 2014 - Present
Job Senior Investment Analyst, External Managers at Salient Partners
Industry Financial Services
Experience
Salient Partners February 2014 - Present
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Morningstar, Research, Public Speaking, Investments, Wealth Management, Alternative Investments, Investment Management, Social Media, Microsoft Office, Mutual Funds
Education
American University 2007 — 2011
Bachelor of Science
American University 2007 — 2011
Bachelor of Arts
Episcopal High School 2004 — 2007
Salient Partners February 2014 - Present
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Morningstar, Research, Public Speaking, Investments, Wealth Management, Alternative Investments, Investment Management, Social Media, Microsoft Office, Mutual Funds
Education
American University 2007 — 2011
Bachelor of Science
American University 2007 — 2011
Bachelor of Arts
Episcopal High School 2004 — 2007
Christopher Jacobe, CAIA Christopher Jacobe, CAIA's Salient Partners Experience September 2014 - Present
Job Senior Analyst at Salient Partners
Industry Investment Management
Experience
Salient Partners September 2014 - Present
Salient Partners December 2012 - September 2014
Salient Partners July 2012 - December 2012
Pinpoint 2011 - 2011
Chase Paymentech September 2007 - July 2010
Skills
Competitive Analysis, Banking, Credit Cards, Sales, Portfolio Management, Strategic Planning, Investments, Sales Management, Salesforce.com, Microsoft Excel, Financial Services, Customer Service, Microsoft Office, Financial Analysis, Business Development
Education
Texas A&M University 2010 — 2012
Master of Business Administration (MBA)
Texas Christian University 2002 — 2006
BS, Advertising/Public Relations
Salient Partners September 2014 - Present
Salient Partners December 2012 - September 2014
Salient Partners July 2012 - December 2012
Pinpoint 2011 - 2011
Chase Paymentech September 2007 - July 2010
Skills
Competitive Analysis, Banking, Credit Cards, Sales, Portfolio Management, Strategic Planning, Investments, Sales Management, Salesforce.com, Microsoft Excel, Financial Services, Customer Service, Microsoft Office, Financial Analysis, Business Development
Education
Texas A&M University 2010 — 2012
Master of Business Administration (MBA)
Texas Christian University 2002 — 2006
BS, Advertising/Public Relations
Wesley Patt's Salient Partners Experience February 2014 - July 2014
Job Student at New York University
Industry Financial Services
Experience
UBS June 2015 - August 2015
Wells Fargo Advisors September 2014 - December 2014
Salient Partners February 2014 - July 2014
Salient Partners April 2013 - June 2013
Skills
Social Networking, Leadership, Microsoft Excel, Spanish, Microsoft Word, Microsoft Office, Organization, Marketing, Investments, Oral & Written..., Economics, PowerPoint, Media & Entertainment, Client Relations
Education
New York University 2014 — 2016
Bachelor of Arts (B.A.), Economics, Minor: Spanish
Vanderbilt University 2012 — 2013
Bachelor of Science (B.S.), Human & Organizational Development, Economics
The Kinkaid School 2005 — 2012
High School Diploma
UBS June 2015 - August 2015
Wells Fargo Advisors September 2014 - December 2014
Salient Partners February 2014 - July 2014
Salient Partners April 2013 - June 2013
Skills
Social Networking, Leadership, Microsoft Excel, Spanish, Microsoft Word, Microsoft Office, Organization, Marketing, Investments, Oral & Written..., Economics, PowerPoint, Media & Entertainment, Client Relations
Education
New York University 2014 — 2016
Bachelor of Arts (B.A.), Economics, Minor: Spanish
Vanderbilt University 2012 — 2013
Bachelor of Science (B.S.), Human & Organizational Development, Economics
The Kinkaid School 2005 — 2012
High School Diploma
Ana Curtiss's Salient Partners Experience April 2006 - November 2011
Job Director of Family Operations
Industry Individual & Family Services
Experience
Covenant Multifamily Offices, LLC June 2012 - May 2013
Salient Partners April 2006 - November 2011
Fiserv Lending Solutions July 2005 - February 2006
DePelchin Children's Center August 2004 - May 2005
Skills
Operations Management, Alternative Investments, Account Management, Back Office, MS Office Suite, Adobe Software, Excel, Pivot Tables, Reconciliation, Operational Efficiency, Compliance, SEC filings, Process Development, Report Writing, Team Leadership, Policy Analysis, Hedge Funds, Fund Of Funds, Database Management, SEC reporting, Database Development, Confidentiality, SEC compliance, Internal Audit, Investment Products, Private Placements, Microsoft Office, Mac OS X, Customer Relations, Analysis, Investments, Notary Public
Education
University of Houston 2000 — 2005
B.S. - Magna Cum Laude, Sociology, Psychology
Covenant Multifamily Offices, LLC June 2012 - May 2013
Salient Partners April 2006 - November 2011
Fiserv Lending Solutions July 2005 - February 2006
DePelchin Children's Center August 2004 - May 2005
Skills
Operations Management, Alternative Investments, Account Management, Back Office, MS Office Suite, Adobe Software, Excel, Pivot Tables, Reconciliation, Operational Efficiency, Compliance, SEC filings, Process Development, Report Writing, Team Leadership, Policy Analysis, Hedge Funds, Fund Of Funds, Database Management, SEC reporting, Database Development, Confidentiality, SEC compliance, Internal Audit, Investment Products, Private Placements, Microsoft Office, Mac OS X, Customer Relations, Analysis, Investments, Notary Public
Education
University of Houston 2000 — 2005
B.S. - Magna Cum Laude, Sociology, Psychology
Sarah Whipps Kenda's Salient Partners Experience January 2015 - Present
Job Regional Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2015 - Present
Broadmark Asset Management July 2013 - January 2015
Forward June 2009 - May 2013
Kensington Investment Group October 2006 - June 2009
Federated Investors January 1999 - September 2006
Intertek Testing Services July 1994 - December 1998
Feinstein Partners July 1993 - July 1994
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Fixed Income, Investment Management, Wealth Management, Equities, Series 24, Investment Strategies, Investment Advisory, Securities, Asset Management, Financial Services, Portfolio Management, ETFs, Separately Managed..., Asset Allocation, Retirement Planning, Financial Advisory, FINRA
Education
Bentley University 1990 — 1993
Bachelor of Science (B.S.), Business Communication
Athol High
Salient Partners January 2015 - Present
Broadmark Asset Management July 2013 - January 2015
Forward June 2009 - May 2013
Kensington Investment Group October 2006 - June 2009
Federated Investors January 1999 - September 2006
Intertek Testing Services July 1994 - December 1998
Feinstein Partners July 1993 - July 1994
Skills
Alternative Investments, Series 7, Mutual Funds, Series 63, Investments, Asset Managment, Fixed Income, Investment Management, Wealth Management, Equities, Series 24, Investment Strategies, Investment Advisory, Securities, Asset Management, Financial Services, Portfolio Management, ETFs, Separately Managed..., Asset Allocation, Retirement Planning, Financial Advisory, FINRA
Education
Bentley University 1990 — 1993
Bachelor of Science (B.S.), Business Communication
Athol High
Bruce G Garrison CFA Bruce G Garrison CFA's Salient Partners Experience May 1996 - June 2011
Job Managing Director at Chilton Capital Management
Industry Investment Management
Experience
Chilton Capital Management July 2011 - Present
Salient Partners May 1996 - June 2011
Paine Webber June 1994 - June 1996
Kidder Peabody and Company February 1992 - June 1994
Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Fixed Income, Equities, Investment Advisory, Equity Research, Series 7, Securities, Capital Markets, Investments, Wealth Management, Portfolio Management, Equity Valuation, Asset Management, Investment Strategies
Education
The University of Texas at Austin 1970 — 1972
MBA, Accounting and Finance
The University of Texas at Austin 1965 — 1967
BBA, Marketing
Chilton Capital Management July 2011 - Present
Salient Partners May 1996 - June 2011
Paine Webber June 1994 - June 1996
Kidder Peabody and Company February 1992 - June 1994
Skills
Alternative Investments, Hedge Funds, Investment Management, Asset Managment, Fixed Income, Equities, Investment Advisory, Equity Research, Series 7, Securities, Capital Markets, Investments, Wealth Management, Portfolio Management, Equity Valuation, Asset Management, Investment Strategies
Education
The University of Texas at Austin 1970 — 1972
MBA, Accounting and Finance
The University of Texas at Austin 1965 — 1967
BBA, Marketing
Emmett Walsh Emmett Walsh's Salient Partners Experience September 2014 - Present
Job MBA Jones Graduate School of Business, Rice University, Class of 2014
Industry Oil & Energy
Experience
Salient Partners September 2014 - Present
Barrington Strategic Wealth Management Group LLC January 2010 - January 2012
Zacks Investment Management January 2008 - January 2010
RNA Trading January 2006 - January 2008
Skills
Financial Analysis, Valuation, Trading, Portfolio Management, Derivatives, Equities, Bloomberg, Investments, Securities, Options, Alternative Investments, Asset Management, Asset Allocation, Hedge Funds, Mutual Funds
Education
Rice University - Jesse H. Jones Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Energy
University of Illinois 2002 — 2006
Bachelor of Arts, Economics
GBN
Salient Partners September 2014 - Present
Barrington Strategic Wealth Management Group LLC January 2010 - January 2012
Zacks Investment Management January 2008 - January 2010
RNA Trading January 2006 - January 2008
Skills
Financial Analysis, Valuation, Trading, Portfolio Management, Derivatives, Equities, Bloomberg, Investments, Securities, Options, Alternative Investments, Asset Management, Asset Allocation, Hedge Funds, Mutual Funds
Education
Rice University - Jesse H. Jones Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Energy
University of Illinois 2002 — 2006
Bachelor of Arts, Economics
GBN
Robert Margolis Robert Margolis's Salient Partners Experience May 2011 - July 2011
Job Public Utility Analyst II at Florida Public Service Commission
Industry Utilities
Experience
Florida Public Service Commission June 2015 - Present
Florida Public Service Commission July 2014 - June 2015
Citi June 2013 - May 2014
Scotiabank May 2012 - July 2012
Salient Partners May 2011 - July 2011
Skills
Energy Efficiency, Energy Markets, Energy Economics, Energy Policy, Electricity, Power Generation, Power Transmission, Solar Energy, Regulatory Compliance, Energy Conservation, Energy Storage, Combined Cycle, Natural Gas, Nuclear Energy, Wind Energy, Energy Law, Smart Grid, Air Regulation, Renewable Energy, Electric Reliability, Energy and environment, Demand-side Management, Demand Response, Load Management, Commercial/Industrial..., Commercial Demand..., Natural Gas Hedging, Energy Conservation..., Natural Gas..., Energy Conservation..., EPA, Department of Energy, FERC
Education
Rice University 2009 — 2013
Bachelors
Florida State University
Part time MBA at night
Florida Public Service Commission June 2015 - Present
Florida Public Service Commission July 2014 - June 2015
Citi June 2013 - May 2014
Scotiabank May 2012 - July 2012
Salient Partners May 2011 - July 2011
Skills
Energy Efficiency, Energy Markets, Energy Economics, Energy Policy, Electricity, Power Generation, Power Transmission, Solar Energy, Regulatory Compliance, Energy Conservation, Energy Storage, Combined Cycle, Natural Gas, Nuclear Energy, Wind Energy, Energy Law, Smart Grid, Air Regulation, Renewable Energy, Electric Reliability, Energy and environment, Demand-side Management, Demand Response, Load Management, Commercial/Industrial..., Commercial Demand..., Natural Gas Hedging, Energy Conservation..., Natural Gas..., Energy Conservation..., EPA, Department of Energy, FERC
Education
Rice University 2009 — 2013
Bachelors
Florida State University
Part time MBA at night
Ken Holtgrewe Ken Holtgrewe's Salient Partners Experience 2011 - 2011
Job Software Developer at Howco Group
Industry Computer Software
Experience
Howco Group September 2011 - Present
E-Health Data Systems September 2010 - June 2011
Salient Partners 2011 - 2011
Universal Weather and Aviation August 2007 - October 2010
Mobius Management Systems July 2006 - June 2007
Aesbus Knowledge Solutions February 2000 - June 2006
Skills
.NET, Software Documentation, Visual Studio, C#, XML, ASP.NET, AJAX, Microsoft SQL Server, CSS, VB.NET, Silverlight, Technical Writing, WPF, JavaScript, WCF, jQuery, Web Services
Education
The University of Texas at Austin 1987 — 1991
B.A., Music Composition with Jazz Emphasis
Howco Group September 2011 - Present
E-Health Data Systems September 2010 - June 2011
Salient Partners 2011 - 2011
Universal Weather and Aviation August 2007 - October 2010
Mobius Management Systems July 2006 - June 2007
Aesbus Knowledge Solutions February 2000 - June 2006
Skills
.NET, Software Documentation, Visual Studio, C#, XML, ASP.NET, AJAX, Microsoft SQL Server, CSS, VB.NET, Silverlight, Technical Writing, WPF, JavaScript, WCF, jQuery, Web Services
Education
The University of Texas at Austin 1987 — 1991
B.A., Music Composition with Jazz Emphasis
Ron Caldwell Ron Caldwell's Salient Partners Experience February 2014 - Present
Job Vice President, Regional Sales Director at Salient Parters
Industry Financial Services
Experience
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Salient Partners February 2014 - Present
William Blair & Company December 2011 - February 2014
Suburban Parent Magazine 2012 - 2014
Guggenheim Funds August 2009 - January 2012
Allianz Life 2008 - 2009
Invesco Ltd. June 2003 - April 2008
Invesco Aim 2003 - 2008
Morgan Stanley 1997 - 2002
Lord Abbett 1996 - 1997
Nuveen Investments 1987 - 1996
Skills
Series 7, Mutual Funds, Securities, Asset Management, Investments, Financial Planning, Asset Allocation, CIMA, Series 63, ETFs, Series 6, Wholesaling, Public Speaking, Series 65, Strategic Financial..., Equities, Portfolio Management, Hedge Funds, Wholesale, Separately Managed..., Alternative Investments, Investment Strategies, Wealth Management..., Wealth Management, 401k, Financial Services, Series 24, Financial Advisory, Uniform Combined State..., Retirement Planning, Life Insurance, Investment Advisory, Retirement, Fixed Income, FINRA, Estate Planning, Investment Management, Fixed Annuities, Bonds, Certified Financial..., IRAs, Wealth, Finance, Sales, Strategy, Financial Analysis, Relationship Management
Education
Southern Methodist University 1994 — 1996
MLA, liberal arts
The University of Texas at Austin 1978 — 1980
BBA, Finance
Carroll High 1974 — 1978
Jill Meleski Cohen's Salient Partners Experience April 2013 - Present
Job Salient Partners
Industry Financial Services
Experience
Salient Partners April 2013 - Present
Citi September 2008 - December 2012
MPM Capital September 2004 - August 2008
Paramount BioSciences 2001 - 2004
Brown Simpson Asset Management 1998 - 2001
Financial Dynamics 1997 - 1998
Skills
HF Marketing, Investor Relations, Capital Introduction, Venture Capital, Private Equity, Corporate Development, Start-ups, Due Diligence
Education
University of Rhode Island - College of Business Administration 1994 — 1998
BS, Finance/Marketing
London School of Economics and Political Science, U. of London 1995 — 1996
n/a, Economics
Richmond, The American International University in London 1995 — 1996
n/a, corporate law
Salient Partners April 2013 - Present
Citi September 2008 - December 2012
MPM Capital September 2004 - August 2008
Paramount BioSciences 2001 - 2004
Brown Simpson Asset Management 1998 - 2001
Financial Dynamics 1997 - 1998
Skills
HF Marketing, Investor Relations, Capital Introduction, Venture Capital, Private Equity, Corporate Development, Start-ups, Due Diligence
Education
University of Rhode Island - College of Business Administration 1994 — 1998
BS, Finance/Marketing
London School of Economics and Political Science, U. of London 1995 — 1996
n/a, Economics
Richmond, The American International University in London 1995 — 1996
n/a, corporate law
Mudra Mukherjee Mudra Mukherjee's Salient Partners Experience June 2014 - August 2014
Job Data Scientist at Sears Holding Corporation
Industry Research
Experience
Sears Holdings Corporation September 2015 - Present
The Ohio State University August 2011 - May 2015
Salient Partners June 2014 - August 2014
Skills
Econometrics, Time Series Analysis, Economics, Macroeconomics, Stata, Statistics, Statistical Modeling, Eviews, Matlab, Logistic Regression, International Economics, LaTeX, R, SAS, Emerging Markets, Microsoft Office, Microsoft Excel, Machine Learning, SQL, Data Analysis, Analysis, Research, Quantitative Research
Education
The Ohio State University 2010 — 2015
Doctor of Philosophy (Ph.D.), International Economics
The Ohio State University 2010 — 2011
Master of Arts (M.A.), Economics
Indian Statistical Institute 2008 — 2010
Master of Science in Quantitative Economics (M.S.Q.E), Quantitative economics
Presidency College 2005 — 2008
Bachelor of Science (B.Sc.), Economics
South Point High School
Sears Holdings Corporation September 2015 - Present
The Ohio State University August 2011 - May 2015
Salient Partners June 2014 - August 2014
Skills
Econometrics, Time Series Analysis, Economics, Macroeconomics, Stata, Statistics, Statistical Modeling, Eviews, Matlab, Logistic Regression, International Economics, LaTeX, R, SAS, Emerging Markets, Microsoft Office, Microsoft Excel, Machine Learning, SQL, Data Analysis, Analysis, Research, Quantitative Research
Education
The Ohio State University 2010 — 2015
Doctor of Philosophy (Ph.D.), International Economics
The Ohio State University 2010 — 2011
Master of Arts (M.A.), Economics
Indian Statistical Institute 2008 — 2010
Master of Science in Quantitative Economics (M.S.Q.E), Quantitative economics
Presidency College 2005 — 2008
Bachelor of Science (B.Sc.), Economics
South Point High School
Mickey Patel's Salient Partners Experience August 2012 - June 2013
Job Vice President of Operations at Wayside Lodging Group
Industry Hospitality
Experience
Wayside Lodging Group June 2015 - Present
Arnold & Porter August 2014 - June 2015
Midway August 2013 - June 2014
Salient Partners August 2012 - June 2013
LINN Energy, LLC August 2011 - May 2012
Skills
Leadership, Hospitality, Event Planning, Customer Service, File Management, Event Management, Microsoft Excel, Fundraising, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Front Office, Teamwork, Research, Sales, Contract Negotiation, Hospitality Management
Education
Johnson & Wales University 2015 — 2019
Bachelor of Science (B.S.), Hotel & Lodging Management
Cristo Rey Jesuit College Preparatory of Houston 2011 — 2015
Wayside Lodging Group June 2015 - Present
Arnold & Porter August 2014 - June 2015
Midway August 2013 - June 2014
Salient Partners August 2012 - June 2013
LINN Energy, LLC August 2011 - May 2012
Skills
Leadership, Hospitality, Event Planning, Customer Service, File Management, Event Management, Microsoft Excel, Fundraising, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Front Office, Teamwork, Research, Sales, Contract Negotiation, Hospitality Management
Education
Johnson & Wales University 2015 — 2019
Bachelor of Science (B.S.), Hotel & Lodging Management
Cristo Rey Jesuit College Preparatory of Houston 2011 — 2015
William J. Kelly's Salient Partners Experience May 2011 - Present
Job Chief Executive Officer, CAIA Association
Industry Financial Services
Experience
CAIA Association January 2014 - Present
BofA Funds Series Trust June 2011 - Present
Salient Partners May 2011 - Present
Robeco Trust Company September 2011 - Present
Robeco Investment Management March 2005 - January 2009
Robeco Investment Management January 2004 - February 2005
Boston Partners Asset Management January 2004 - February 2005
Boston Partners Asset Management September 2003 - December 2004
Boston Partners Asset Management April 1995 - September 2002
The Boston Company August 1988 - March 1995
Skills
Alternative Investments, Start-ups, Management, Strategic Planning, Hedge Funds, Asset Managment, Finance, Capital Markets, Private Equity, Investments, Accounting, Asset Management, Corporate Finance, Financial Advisory, Emerging Markets, Financial Modeling, Investment Banking, Leadership, Investor Relations, Risk Management
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
CAIA Association January 2014 - Present
BofA Funds Series Trust June 2011 - Present
Salient Partners May 2011 - Present
Robeco Trust Company September 2011 - Present
Robeco Investment Management March 2005 - January 2009
Robeco Investment Management January 2004 - February 2005
Boston Partners Asset Management January 2004 - February 2005
Boston Partners Asset Management September 2003 - December 2004
Boston Partners Asset Management April 1995 - September 2002
The Boston Company August 1988 - March 1995
Skills
Alternative Investments, Start-ups, Management, Strategic Planning, Hedge Funds, Asset Managment, Finance, Capital Markets, Private Equity, Investments, Accounting, Asset Management, Corporate Finance, Financial Advisory, Emerging Markets, Financial Modeling, Investment Banking, Leadership, Investor Relations, Risk Management
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Accounting
Brittany (Stephens) Steitz Brittany (Stephens) Steitz's Salient Partners Experience January 2015 - Present
Job Associate at Salient Partners
Industry Marketing and Advertising
Experience
Salient Partners January 2015 - Present
Salient Partners June 2013 - January 2015
Ann Werme Group November 2010 - June 2013
High Octane for the Mind July 2010 - November 2010
Skills
Corporate Gifts, Marketing Strategy, Time Management, Creative Strategy, Originality, Salesforce.com, Series 7, Business Development, CRM, Marketing, Digital Marketing, Social Media
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration, Marketing
Salient Partners January 2015 - Present
Salient Partners June 2013 - January 2015
Ann Werme Group November 2010 - June 2013
High Octane for the Mind July 2010 - November 2010
Skills
Corporate Gifts, Marketing Strategy, Time Management, Creative Strategy, Originality, Salesforce.com, Series 7, Business Development, CRM, Marketing, Digital Marketing, Social Media
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration, Marketing
Emily K. Uhlir (Pfeifer), CAIA's Salient Partners Experience February 2014 - Present
Job Director, Head of Retail Operations & Administration at Salient
Industry Investment Management
Experience
Salient Partners February 2014 - Present
Salient Partners January 2011 - January 2014
Salient Partners November 2009 - February 2011
Salient Partners August 2008 - November 2009
JPMorgan Chase July 2007 - July 2008
JPMorgan Chase January 2007 - July 2007
JPMorgan Chase July 2006 - January 2007
JPM Asset Management May 2005 - August 2005
Skills
Salesforce.com, Salesforce.com..., Salesforce Training, Salesforce.com..., Series 7, Alternative Investments, Financial Modeling, Investment Advisory, Portfolio Management, Financial Analysis, Wealth Management, Marketing, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds, Sales Operations, Strategic Financial..., Investment Management, Leadership, Management, Due Diligence
Education
University of Kentucky 2002 — 2006
BBA, Finance and International Business
Olentangy High School 1998 — 2002
Salient Partners February 2014 - Present
Salient Partners January 2011 - January 2014
Salient Partners November 2009 - February 2011
Salient Partners August 2008 - November 2009
JPMorgan Chase July 2007 - July 2008
JPMorgan Chase January 2007 - July 2007
JPMorgan Chase July 2006 - January 2007
JPM Asset Management May 2005 - August 2005
Skills
Salesforce.com, Salesforce.com..., Salesforce Training, Salesforce.com..., Series 7, Alternative Investments, Financial Modeling, Investment Advisory, Portfolio Management, Financial Analysis, Wealth Management, Marketing, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds, Sales Operations, Strategic Financial..., Investment Management, Leadership, Management, Due Diligence
Education
University of Kentucky 2002 — 2006
BBA, Finance and International Business
Olentangy High School 1998 — 2002
Steven Sultzbaugh Steven Sultzbaugh's Salient Partners Experience March 2014 - Present
Job Internal Sales Manager at Salient Partners
Industry Financial Services
Experience
Salient Partners March 2014 - Present
IMG Financial Group August 2011 - February 2014
Rice University 2008 - 2011
Skills
Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Equities, Financial Services, Risk Management, Investment Strategies, Finance, Financial Advisory
Education
Rice University - Jesse H. Jones Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Rice University 2008 — 2011
Sport Medicine, B.A.
Salient Partners March 2014 - Present
IMG Financial Group August 2011 - February 2014
Rice University 2008 - 2011
Skills
Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Equities, Financial Services, Risk Management, Investment Strategies, Finance, Financial Advisory
Education
Rice University - Jesse H. Jones Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Rice University 2008 — 2011
Sport Medicine, B.A.
Meagan Russell Meagan Russell's Salient Partners Experience August 2015 - Present
Job Senior Sales Data & Reporting Analyst at Salient
Industry Financial Services
Experience
Salient Partners August 2015 - Present
Salient Partners August 2013 - August 2015
Salient Partners April 2012 - August 2013
Education
Texas A&M University 2007 — 2011
BS Economics, Minor in Business Administration
Mays Business European Study Abroad- Marketing 2011 — 2011
Texas A&M University
Salient Partners August 2015 - Present
Salient Partners August 2013 - August 2015
Salient Partners April 2012 - August 2013
Education
Texas A&M University 2007 — 2011
BS Economics, Minor in Business Administration
Mays Business European Study Abroad- Marketing 2011 — 2011
Texas A&M University
Daniel Hartland's Salient Partners Experience June 2012 - May 2013
Job Activity Supervisor at UT RecSports
Industry Health, Wellness and Fitness
Experience
UT RecSports December 2014 - Present
Houston Oaks Golf Course June 2014 - August 2014
Houston Texans July 2013 - August 2013
Salient Partners June 2012 - May 2013
STI LLC Concrete Contractor May 2011 - August 2011
Skills
Public Speaking, Microsoft Word, Social Media, Microsoft Office, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Facebook, Event Management, Event Planning, Team Building, Economics, Mathematics, Calculus, Econometrics, Managerial Economics, Economic Statistics, Economic Research, Social Networking, Social Sciences, Social Skills, HTML5, Basic HTML
Education
The University of Texas at Austin 2011 — 2016
Economics
Providence Classical School 2007 — 2011
UT RecSports December 2014 - Present
Houston Oaks Golf Course June 2014 - August 2014
Houston Texans July 2013 - August 2013
Salient Partners June 2012 - May 2013
STI LLC Concrete Contractor May 2011 - August 2011
Skills
Public Speaking, Microsoft Word, Social Media, Microsoft Office, Teamwork, Customer Service, PowerPoint, Microsoft Excel, Facebook, Event Management, Event Planning, Team Building, Economics, Mathematics, Calculus, Econometrics, Managerial Economics, Economic Statistics, Economic Research, Social Networking, Social Sciences, Social Skills, HTML5, Basic HTML
Education
The University of Texas at Austin 2011 — 2016
Economics
Providence Classical School 2007 — 2011
Eve French Eve French's Salient Partners Experience November 2009 - November 2011
Job Assistant Vice President, Trust Administration at Houston Trust Company
Industry Financial Services
Experience
Houston Trust Company March 2013 - Present
Houston Trust Company March 2013 - July 2015
Houston Trust Company March 2013 - July 2015
WildHorse Resources Management Company, LLC March 2012 - March 2013
Salient Partners November 2009 - November 2011
FEC Holdings, L.P May 2006 - January 2008
Rives Carlberg June 2004 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Photoshop, Advertising, Event Planning
Education
University of Houston
B.A, Art History
Houston Trust Company March 2013 - Present
Houston Trust Company March 2013 - July 2015
Houston Trust Company March 2013 - July 2015
WildHorse Resources Management Company, LLC March 2012 - March 2013
Salient Partners November 2009 - November 2011
FEC Holdings, L.P May 2006 - January 2008
Rives Carlberg June 2004 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Photoshop, Advertising, Event Planning
Education
University of Houston
B.A, Art History
Andrew Reck Andrew Reck's Salient Partners Experience November 2014 - June 2015
Job Front Desk Coordinator at Salient Partners LP
Industry Financial Services
Experience
Salient Partners November 2014 - June 2015
PetSmart May 2014 - November 2014
Sports Authority November 2013 - January 2014
OppenheimerFunds July 2013 - December 2013
Telefund, Inc. June 2012 - August 2012
Habitat for Humanity of Metro Denver June 2011 - September 2011
Skills
International Business, Organizational..., Customer Service, Public Relations, Customer Satisfaction, Volunteer Management, Event Planning, Nonprofits, Community Outreach, Phone Etiquette, Microsoft Office, Research, Social Media, Public Speaking, Social Networking, International..., Spanish, Intercultural...
Education
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Science in Business Administration, International Business
Asociación Escuelas Lincoln 2006 — 2009
High School, Spanish Language and Literature
Cairo American College 2000 — 2006
High School, Arabic Language and Literature
Salient Partners November 2014 - June 2015
PetSmart May 2014 - November 2014
Sports Authority November 2013 - January 2014
OppenheimerFunds July 2013 - December 2013
Telefund, Inc. June 2012 - August 2012
Habitat for Humanity of Metro Denver June 2011 - September 2011
Skills
International Business, Organizational..., Customer Service, Public Relations, Customer Satisfaction, Volunteer Management, Event Planning, Nonprofits, Community Outreach, Phone Etiquette, Microsoft Office, Research, Social Media, Public Speaking, Social Networking, International..., Spanish, Intercultural...
Education
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Science in Business Administration, International Business
Asociación Escuelas Lincoln 2006 — 2009
High School, Spanish Language and Literature
Cairo American College 2000 — 2006
High School, Arabic Language and Literature
Zach Gardner, CAIA Zach Gardner, CAIA's Salient Partners Experience July 2015 - Present
Job Head of Internal Sales
Industry Financial Services
Experience
Salient Partners July 2015 - Present
Salient Partners May 2013 - June 2015
Salient Partners April 2012 - May 2013
Salient Partners February 2011 - May 2012
Salient Partners October 2009 - May 2011
Education
Stephen F. Austin State University 2005 — 2009
BBA, Finance
Salient Partners July 2015 - Present
Salient Partners May 2013 - June 2015
Salient Partners April 2012 - May 2013
Salient Partners February 2011 - May 2012
Salient Partners October 2009 - May 2011
Education
Stephen F. Austin State University 2005 — 2009
BBA, Finance
Edward McCarthy Edward McCarthy's Salient Partners Experience May 2009 - April 2011
Job Director of Marketing & Investor Relations, Eagle's View Capital Management
Industry Financial Services
Experience
Eagle's View Capital Management September 2014 - Present
GBI April 2011 - March 2014
Salient Partners May 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Calyon July 1993 - January 2006
Sumitomo Bank Securities, Inc July 1988 - July 1993
Drexel Burnham Lambert October 1986 - July 1988
Skills
Investments, Alternative Investments, Equities, Investment Strategies, Derivatives, Capital Markets, Securities, Gold, Structured Products, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investment Advisory, Wealth Management, Hedge Funds
Education
Boston College - Carroll School of Management
BS
Fordham University - Graduate School of Business Administration
MBA
Eagle's View Capital Management September 2014 - Present
GBI April 2011 - March 2014
Salient Partners May 2009 - April 2011
Merrill Lynch June 2006 - February 2009
Calyon July 1993 - January 2006
Sumitomo Bank Securities, Inc July 1988 - July 1993
Drexel Burnham Lambert October 1986 - July 1988
Skills
Investments, Alternative Investments, Equities, Investment Strategies, Derivatives, Capital Markets, Securities, Gold, Structured Products, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investment Advisory, Wealth Management, Hedge Funds
Education
Boston College - Carroll School of Management
BS
Fordham University - Graduate School of Business Administration
MBA
Ty Supple Ty Supple's Salient Partners Experience June 2012 - August 2012
Job Associate, Capital Markets at Hines
Industry Venture Capital & Private Equity
Experience
Hines June 2013 - Present
Rice University August 2011 - May 2013
Salient Partners June 2012 - August 2012
Harbor Capital May 2009 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Microsoft Excel, Corporate Finance, Economics, Finance, Due Diligence, Bloomberg, Analysis, Market Research, Equity Research, Strategic Planning, Business Strategy, Investments, Accounting, Budgets, Risk Management, Financial Reporting, Portfolio Management, Private Equity, Competitive Analysis, Asset Management, Strategic Financial..., Business Valuation, Capital Markets, Capital IQ, Equities, Business Planning
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
Louisiana State University, E.J. Ourso College of Business 2005 — 2009
Bachelor of Science, Business Management - Concentration: Entrepreneurship
Hines June 2013 - Present
Rice University August 2011 - May 2013
Salient Partners June 2012 - August 2012
Harbor Capital May 2009 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Microsoft Excel, Corporate Finance, Economics, Finance, Due Diligence, Bloomberg, Analysis, Market Research, Equity Research, Strategic Planning, Business Strategy, Investments, Accounting, Budgets, Risk Management, Financial Reporting, Portfolio Management, Private Equity, Competitive Analysis, Asset Management, Strategic Financial..., Business Valuation, Capital Markets, Capital IQ, Equities, Business Planning
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
Louisiana State University, E.J. Ourso College of Business 2005 — 2009
Bachelor of Science, Business Management - Concentration: Entrepreneurship
Harrison Daniels's Salient Partners Experience August 2013 - Present
Job Internal Sales Consultant at Salient Partners
Industry Investment Management
Experience
Salient Partners August 2013 - Present
Cineplexx Blue Devils February 2013 - July 2013
Salient Partners September 2012 - February 2013
DeVry University June 2010 - August 2010
Skills
Social Media, Marketing, Leadership, Research, Sales, Financial Modeling
Education
Princeton University 2008 — 2012
Bachelor of Arts, Sociology
Naperville Central High School 2004 — 2008
Salient Partners August 2013 - Present
Cineplexx Blue Devils February 2013 - July 2013
Salient Partners September 2012 - February 2013
DeVry University June 2010 - August 2010
Skills
Social Media, Marketing, Leadership, Research, Sales, Financial Modeling
Education
Princeton University 2008 — 2012
Bachelor of Arts, Sociology
Naperville Central High School 2004 — 2008
Katie Clements Katie Clements's Salient Partners Experience January 2011 - Present
Job Client Service Manager at Salient Partners
Industry Investment Management
Experience
Salient Partners January 2011 - Present
Sonic Drive-In September 2007 - October 2010
Skills
Customer Service, Project Management, Strategic Planning, Leadership, Microsoft Word, Team Leadership, New Business Development, Training, Strategy
Education
Stephen F. Austin State University 2006 — 2010
Bachelor's degree, English Language and Literature, General
Salient Partners January 2011 - Present
Sonic Drive-In September 2007 - October 2010
Skills
Customer Service, Project Management, Strategic Planning, Leadership, Microsoft Word, Team Leadership, New Business Development, Training, Strategy
Education
Stephen F. Austin State University 2006 — 2010
Bachelor's degree, English Language and Literature, General
Preston Payne's Salient Partners Experience June 2008 - July 2012
Job Loma Vista Records + The Bowery Presents
Industry Music
Experience
The Bowery Presents June 2014 - Present
Loma Vista Recordings January 2014 - Present
Artist Management & Influencer Relations January 2014 - Present
WhiteSmith Entertainment January 2014 - June 2014
FRUKT March 2013 - March 2014
Downtown Music LLC December 2012 - March 2013
Beat Train NYC July 2012 - February 2013
Salient Partners June 2008 - July 2012
Alabama Public Television October 2010 - May 2012
The Bottletree September 2010 - June 2011
Skills
Music Industry, Event Planning, Sponsorship, Marketing Communications, Social Media, A&R, New Media, Music Publishing, Publicity, Music Branding, Entertainment, Social Media Marketing, Music, Account Management, Client Services, New Business, Experiential Marketing, Strategic Partnerships, PowerPoint, Investment Management, Financial Analysis, Final Cut Pro, Ableton Live, Microsoft Office
Education
New York University 2012 — 2015
Masters, Music Business
Washington and Lee University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration with Special Attainments in Commerce
Universidad Internacional Menéndez Pelayo 2007 — 2007
Certificate, International Business
The Bowery Presents June 2014 - Present
Loma Vista Recordings January 2014 - Present
Artist Management & Influencer Relations January 2014 - Present
WhiteSmith Entertainment January 2014 - June 2014
FRUKT March 2013 - March 2014
Downtown Music LLC December 2012 - March 2013
Beat Train NYC July 2012 - February 2013
Salient Partners June 2008 - July 2012
Alabama Public Television October 2010 - May 2012
The Bottletree September 2010 - June 2011
Skills
Music Industry, Event Planning, Sponsorship, Marketing Communications, Social Media, A&R, New Media, Music Publishing, Publicity, Music Branding, Entertainment, Social Media Marketing, Music, Account Management, Client Services, New Business, Experiential Marketing, Strategic Partnerships, PowerPoint, Investment Management, Financial Analysis, Final Cut Pro, Ableton Live, Microsoft Office
Education
New York University 2012 — 2015
Masters, Music Business
Washington and Lee University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration with Special Attainments in Commerce
Universidad Internacional Menéndez Pelayo 2007 — 2007
Certificate, International Business
Holmer Moran Holmer Moran's Salient Partners Experience July 2007 - June 2012
Job Assistant VP, Performance Reporting Manager at Sentinel Trust Company, LBA
Industry Investment Management
Experience
Sentinel Trust Company, LBA February 2015 - Present
Northern Trust July 2012 - July 2014
Salient Partners July 2007 - June 2012
Northern Trust April 2005 - June 2007
Payant Financial Services, Inc. April 2004 - April 2005
Raymond James Financial Inc. October 2000 - November 2003
Skills
Investments, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Microsoft Excel, Access, VBA, SQL, Moxy, APX, Axys, Fund Of Funds, Securities, Series 6, Series 65, Monarch Pro, PowerPoint, Visio, Stata, Equities, Mutual Funds, Econometrics
Education
Florida Atlantic University 2013 — 2014
Master's degree, Economics
University of South Florida 1991 — 1993
Bachelor's degree, Mathematics
Sentinel Trust Company, LBA February 2015 - Present
Northern Trust July 2012 - July 2014
Salient Partners July 2007 - June 2012
Northern Trust April 2005 - June 2007
Payant Financial Services, Inc. April 2004 - April 2005
Raymond James Financial Inc. October 2000 - November 2003
Skills
Investments, Series 7, Alternative Investments, Asset Allocation, Bloomberg, Microsoft Excel, Access, VBA, SQL, Moxy, APX, Axys, Fund Of Funds, Securities, Series 6, Series 65, Monarch Pro, PowerPoint, Visio, Stata, Equities, Mutual Funds, Econometrics
Education
Florida Atlantic University 2013 — 2014
Master's degree, Economics
University of South Florida 1991 — 1993
Bachelor's degree, Mathematics
Ashley Crouse Ashley Crouse's Salient Partners Experience September 2013 - Present
Job Senior Associate Middle Office Operations at Salient Partners
Industry Financial Services
Experience
Salient Partners September 2013 - Present
Salient Partners February 2010 - September 2013
Stanford Group Company April 2007 - March 2009
Skills
Trade support, Moxy, APX, Trading, Bloomberg, Hedge Funds, Microsoft Excel, Eze Castle, Bonds, Equities
Education
University of Houston, C.T. Bauer College of Business 2004 — 2006
Bachelor Business Administration
University of Houston - Bauer College of Business
Bachelor, Business Administration; French Concentration
Salient Partners September 2013 - Present
Salient Partners February 2010 - September 2013
Stanford Group Company April 2007 - March 2009
Skills
Trade support, Moxy, APX, Trading, Bloomberg, Hedge Funds, Microsoft Excel, Eze Castle, Bonds, Equities
Education
University of Houston, C.T. Bauer College of Business 2004 — 2006
Bachelor Business Administration
University of Houston - Bauer College of Business
Bachelor, Business Administration; French Concentration
Nicole Halliday Nicole Halliday's Salient Partners Experience June 2013 - August 2013
Job Intern at JLL
Industry Financial Services
Experience
JLL June 2014 - Present
Salient Partners June 2013 - August 2013
Theory June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Social Media, Photoshop, Windows, Outlook, HTML, Financial Analysis, Time Management
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Semester at Sea 2013 — 2013
Bachelor's Degree
American School in London 2007 — 2011
High School Graduate
JLL June 2014 - Present
Salient Partners June 2013 - August 2013
Theory June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Research, Teamwork, Public Speaking, English, Social Media, Photoshop, Windows, Outlook, HTML, Financial Analysis, Time Management
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Semester at Sea 2013 — 2013
Bachelor's Degree
American School in London 2007 — 2011
High School Graduate
Travis Crawford Travis Crawford's Salient Partners Experience June 2013 - August 2013
Job Analyst at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs January 2014 - Present
Salient Partners June 2013 - August 2013
SchooldU November 2012 - May 2013
University College Dublin - School of Economics June 2012 - July 2012
Fagadau & Hawk August 2009 - December 2009
Skills
Fundamental Analysis, Trading Strategies, Microsoft Excel, PowerPoint, Trading System, Financial Analysis, Microsoft Word, Financial Modeling, Microsoft Office, Access, Teamwork, Leadership, Accounting, Public Speaking, Social Media, Trading
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lake Highlands High School 2005 — 2009
Goldman Sachs January 2014 - Present
Salient Partners June 2013 - August 2013
SchooldU November 2012 - May 2013
University College Dublin - School of Economics June 2012 - July 2012
Fagadau & Hawk August 2009 - December 2009
Skills
Fundamental Analysis, Trading Strategies, Microsoft Excel, PowerPoint, Trading System, Financial Analysis, Microsoft Word, Financial Modeling, Microsoft Office, Access, Teamwork, Leadership, Accounting, Public Speaking, Social Media, Trading
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Lake Highlands High School 2005 — 2009
Derek Jun, CFA, CAIA Derek Jun, CFA, CAIA's Salient Partners Experience June 2013 - Present
Job Senior Equity Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Salient Partners June 2013 - Present
UBS Wealth Management September 2011 - June 2013
Old Square Capital August 2008 - May 2011
Merrill Lynch March 2007 - November 2007
Wachovia June 2005 - March 2007
Skills
Investments, Asset Allocation, Asset Managment, Portfolio Management, Manager Due Diligence, Strategy Analysis, Risk Modeling, Risk Management, Empirical Research, Investment Simulations, Financial Modeling, Equities, Emerging Markets, International Equities, Fixed Income, Structured Products, Hedge Funds, Alternative Investments, Capital Markets, Investment Banking, Mutual Funds, Financial Structuring, ETFs, Valuation, Strategy, Asset Management, Due Diligence
Education
Princeton University 2001 — 2005
A.B., Economics; Certificate in Finance; Certificate in Applied and Computational Mathematics
Zach Hardy Zach Hardy's Salient Partners Experience March 2015 - Present
Job Portfolio Analyst at Salient Partners
Industry Financial Services
Experience
Salient Partners March 2015 - Present
EY February 2014 - April 2014
Ham, Langston & Brezina, LLP December 2011 - August 2012
Skills
Auditing, Financial Audits, Microsoft Excel, Accounts Receivable, Accounting, Financial Accounting
Education
Texas A&M University - Mays Business School 2011 — 2015
Master's degree
Salient Partners March 2015 - Present
EY February 2014 - April 2014
Ham, Langston & Brezina, LLP December 2011 - August 2012
Skills
Auditing, Financial Audits, Microsoft Excel, Accounts Receivable, Accounting, Financial Accounting
Education
Texas A&M University - Mays Business School 2011 — 2015
Master's degree
Katherine Kellert, CAIA Katherine Kellert, CAIA's Salient Partners Experience May 2011 - June 2012
Job MBA Rotational Program, Investment Management at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
University of Georgia - Terry College of Business July 2012 - May 2014
Vanguard May 2013 - August 2013
Salient Partners May 2011 - June 2012
Salient Partners May 2009 - May 2011
Skills
Financial Modeling, Alternative Investments, Quantitative Research, Asset Managment, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Risk Management, Analysis
Education
Rice University 2006 — 2010
Bachelor of Arts, Mathematical Economic Analysis
University of Georgia - Terry College of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Vanguard July 2014 - Present
University of Georgia - Terry College of Business July 2012 - May 2014
Vanguard May 2013 - August 2013
Salient Partners May 2011 - June 2012
Salient Partners May 2009 - May 2011
Skills
Financial Modeling, Alternative Investments, Quantitative Research, Asset Managment, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Risk Management, Analysis
Education
Rice University 2006 — 2010
Bachelor of Arts, Mathematical Economic Analysis
University of Georgia - Terry College of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Courtney (Mays) Gauthreaux Courtney (Mays) Gauthreaux's Salient Partners Experience November 2013 - September 2014
Job .
Industry Public Relations and Communications
Experience
Invesco Real Estate January 2015 - Present
Salient Partners November 2013 - September 2014
OncoLogics, Inc. July 2012 - July 2013
Food on the Table August 2011 - December 2011
Quicksilver Resources Inc. July 2011 - August 2011
Environmental Defense Fund April 2010 - August 2010
Camp Waldemar June 2007 - June 2009
Skills
Facebook, Social Media, Editing, Blogger, YouTube, PowerPoint, WordPress, Newsletters, Press Releases, Blogging, Concur, Prezi, Outlook, Microsoft Office, Access, Original Composition, Organization, Accountability, Photoshop, Copywriting, Copy Editing, Proposal Writing, Proposal Design, Operating Budgets
Education
The University of Texas at Austin 2008 — 2012
BS, Public Relations
Fort Worth Country Day School
Invesco Real Estate January 2015 - Present
Salient Partners November 2013 - September 2014
OncoLogics, Inc. July 2012 - July 2013
Food on the Table August 2011 - December 2011
Quicksilver Resources Inc. July 2011 - August 2011
Environmental Defense Fund April 2010 - August 2010
Camp Waldemar June 2007 - June 2009
Skills
Facebook, Social Media, Editing, Blogger, YouTube, PowerPoint, WordPress, Newsletters, Press Releases, Blogging, Concur, Prezi, Outlook, Microsoft Office, Access, Original Composition, Organization, Accountability, Photoshop, Copywriting, Copy Editing, Proposal Writing, Proposal Design, Operating Budgets
Education
The University of Texas at Austin 2008 — 2012
BS, Public Relations
Fort Worth Country Day School
Philip Mason Philip Mason's Salient Partners Experience January 2008 - November 2012
Job Associate Director Fund Operations & Compliance at AIG
Industry Investment Management
Experience
AIG December 2012 - Present
Salient Partners January 2008 - November 2012
Robert Half International April 2005 - July 2005
Jefferson Wells June 2003 - April 2005
Thrasher & Associates December 2002 - June 2003
McConnell Jones Lanier & Murphy LLP January 2002 - December 2002
Hidalgo Banfill Zlotnik & Kermali March 2001 - December 2001
Hein + Associates July 1998 - March 2001
Mann, Frankfort, Stein & Lipp March 1997 - June 1998
KPMG US September 1996 - March 1997
Skills
Hedge Funds, Private Equity, Operational Due..., Accounting, Tax, Due Diligence, Research, Investments, Compliance, Excel, Financial Reporting, Word, SOX, Risk Management, Valuation, Management Consulting, Sarbanes-Oxley Act, Microsoft Excel, Alternative Investments, Tax Law, Financial Analysis, Financial Modeling, Asset Management, Fund Of Funds, Corporate Finance, Securities, CPA, Portfolio Management, Equities, Investment Management, SEC filings
Education
University of Houston Law Center 2005 — 2008
Juris Doctor, Law
University of New Orleans 1993 — 1994
Masters, Taxation
University of Louisiana at Lafayette 1989 — 1993
Bachelor's, Accounting
AIG December 2012 - Present
Salient Partners January 2008 - November 2012
Robert Half International April 2005 - July 2005
Jefferson Wells June 2003 - April 2005
Thrasher & Associates December 2002 - June 2003
McConnell Jones Lanier & Murphy LLP January 2002 - December 2002
Hidalgo Banfill Zlotnik & Kermali March 2001 - December 2001
Hein + Associates July 1998 - March 2001
Mann, Frankfort, Stein & Lipp March 1997 - June 1998
KPMG US September 1996 - March 1997
Skills
Hedge Funds, Private Equity, Operational Due..., Accounting, Tax, Due Diligence, Research, Investments, Compliance, Excel, Financial Reporting, Word, SOX, Risk Management, Valuation, Management Consulting, Sarbanes-Oxley Act, Microsoft Excel, Alternative Investments, Tax Law, Financial Analysis, Financial Modeling, Asset Management, Fund Of Funds, Corporate Finance, Securities, CPA, Portfolio Management, Equities, Investment Management, SEC filings
Education
University of Houston Law Center 2005 — 2008
Juris Doctor, Law
University of New Orleans 1993 — 1994
Masters, Taxation
University of Louisiana at Lafayette 1989 — 1993
Bachelor's, Accounting
Rozanna Davis, MS's Salient Partners Experience March 2013 - Present
Job Senior Vice President of Human Resources at Salient Forward
Industry Human Resources
Experience
Salient Partners March 2013 - Present
RG Davis Consulting September 2012 - Present
Salient Partners 2013 - 2013
Contract Land Staff June 2010 - September 2012
Menninger 1997 - 2009
Skills
Contract Negotiation, Communication Skills, Mergers, Energy, Budgets, Real Estate, Analysis, Business Ethics, HR Strate, Strategic Leadership, Business Performance..., Business Relationship..., Performance Management, Organizational..., HRIS, Change Management, Leadership, Deferred Compensation, Mergers & Acquisitions, Succession Planning, Employee Relations, Onboarding, Human Resources, Policy, Recruiting, Management
Education
Baker University, School of Professional Studies
MS, Management
Ottawa University
BS Business, w/ emphasis on Human Resources
University of Kansas
Liberal Arts and Sciences/Liberal Studies
Salient Partners March 2013 - Present
RG Davis Consulting September 2012 - Present
Salient Partners 2013 - 2013
Contract Land Staff June 2010 - September 2012
Menninger 1997 - 2009
Skills
Contract Negotiation, Communication Skills, Mergers, Energy, Budgets, Real Estate, Analysis, Business Ethics, HR Strate, Strategic Leadership, Business Performance..., Business Relationship..., Performance Management, Organizational..., HRIS, Change Management, Leadership, Deferred Compensation, Mergers & Acquisitions, Succession Planning, Employee Relations, Onboarding, Human Resources, Policy, Recruiting, Management
Education
Baker University, School of Professional Studies
MS, Management
Ottawa University
BS Business, w/ emphasis on Human Resources
University of Kansas
Liberal Arts and Sciences/Liberal Studies
Cullen Rogers Cullen Rogers's Salient Partners Experience October 2009 - September 2010
Job Portfolio Manager at Ascendant Advisors
Industry Financial Services
Experience
Ascendant Advisors September 2010 - Present
Salient Partners October 2009 - September 2010
Skills
Alternative Investments, Hedge Funds, Research, Econometric Modeling, Portfolio Management, Asset Managment, Equities, Mutual Funds, Asset Management, Financial Modeling, Investment Strategies, Wealth Management, Investments, Investment Management, Fixed Income, Due Diligence, Equity Research, Risk Management, Convertible Securities, Strategic Financial..., Fund Of Funds, Asset Allocation, Bloomberg, Securities, Investment Advisory, Valuation, Series 63, Bloomberg Terminal
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA
Ascendant Advisors September 2010 - Present
Salient Partners October 2009 - September 2010
Skills
Alternative Investments, Hedge Funds, Research, Econometric Modeling, Portfolio Management, Asset Managment, Equities, Mutual Funds, Asset Management, Financial Modeling, Investment Strategies, Wealth Management, Investments, Investment Management, Fixed Income, Due Diligence, Equity Research, Risk Management, Convertible Securities, Strategic Financial..., Fund Of Funds, Asset Allocation, Bloomberg, Securities, Investment Advisory, Valuation, Series 63, Bloomberg Terminal
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA
Shameen Motiwala, MQF, CIMA's Salient Partners Experience November 2010 - February 2012
Job Entrepreneur, Investor and Performance Consultant
Industry Professional Training & Coaching
Experience
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Brittany Tesnear's Salient Partners Experience April 2011 - April 2013
Job Looking for opportunities in Denver
Industry Executive Office
Experience
Swiftpage December 2013 - January 2015
Cascade Tanks May 2013 - December 2013
Salient Partners April 2011 - April 2013
McGriff, Seibels & Williams May 2010 - May 2011
Foxxe Energy (Company Sold) April 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Management, Executive..., Leadership, Event Planning, Training, Marketing, Administrative..., Event Management
Education
Colorado Christian University 2014 — 2016
Organizational Leadership/Project Management
University of Houston-Downtown 2003 — 2006
Business Administration and Management, General
Swiftpage December 2013 - January 2015
Cascade Tanks May 2013 - December 2013
Salient Partners April 2011 - April 2013
McGriff, Seibels & Williams May 2010 - May 2011
Foxxe Energy (Company Sold) April 2009 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Budgets, Strategic Planning, Management, Executive..., Leadership, Event Planning, Training, Marketing, Administrative..., Event Management
Education
Colorado Christian University 2014 — 2016
Organizational Leadership/Project Management
University of Houston-Downtown 2003 — 2006
Business Administration and Management, General
Andrew Huie's Salient Partners Experience May 2013 - August 2013
Job Student at Rice University
Industry Computer & Network Security
Experience
Rice University May 2015 - Present
LumaDyne, LLC February 2014 - August 2014
Salient Partners May 2013 - August 2013
Skills
C, Java, Python, GNU/Linux
Education
Rice University 2012 — 2016
Bachelor’s Degree, Computer Science
Rice University May 2015 - Present
LumaDyne, LLC February 2014 - August 2014
Salient Partners May 2013 - August 2013
Skills
C, Java, Python, GNU/Linux
Education
Rice University 2012 — 2016
Bachelor’s Degree, Computer Science
Patty Brewton's Salient Partners Experience July 2012 - Present
Job Wealth Event Manager at Salient Partners
Industry Financial Services
Experience
Salient Partners July 2012 - Present
JPMorgan Chase August 2010 - July 2012
Academy March 2010 - August 2010
Under Armour September 2008 - February 2010
CGI Finance August 2007 - August 2008
Scott Financial Services 2007 - 2008
The Baltimore Blast January 2007 - August 2007
Skills
PowerPoint, Event Planning, Social Media, Marketing, Microsoft Excel, Event Management, Leadership, Business Strategy, Customer Service, Management, Project Management, Sales, Time Management
Education
James Madison University 2003 — 2007
Bachelor of Science (B.S.)
C. Milton Wright 1999 — 2003
Salient Partners July 2012 - Present
JPMorgan Chase August 2010 - July 2012
Academy March 2010 - August 2010
Under Armour September 2008 - February 2010
CGI Finance August 2007 - August 2008
Scott Financial Services 2007 - 2008
The Baltimore Blast January 2007 - August 2007
Skills
PowerPoint, Event Planning, Social Media, Marketing, Microsoft Excel, Event Management, Leadership, Business Strategy, Customer Service, Management, Project Management, Sales, Time Management
Education
James Madison University 2003 — 2007
Bachelor of Science (B.S.)
C. Milton Wright 1999 — 2003
Kristen Bayazitoglu Kristen Bayazitoglu's Salient Partners Experience June 2004 - Present
Job VP Operations at Salient Partners
Industry Investment Management
Experience
Salient Partners June 2004 - Present
Skills
Equities, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Investments, Asset Management, Portfolio Management
Education
Rice University 2001 — 2004
BS, Mathematical Economics/Managerial Studies
Auburn University 2000 — 2001
Salient Partners June 2004 - Present
Skills
Equities, Hedge Funds, Alternative Investments, Financial Modeling, Bloomberg, Investments, Asset Management, Portfolio Management
Education
Rice University 2001 — 2004
BS, Mathematical Economics/Managerial Studies
Auburn University 2000 — 2001
Jeffrey Yager, CAIA's Salient Partners Experience September 2012 - Present
Job Divisional Director at Salient Partners
Industry Investment Management
Experience
Salient Partners September 2012 - Present
Salient Partners August 2011 - September 2012
Landmark Advisors November 2004 - August 2011
Ascendant Capital Partners January 2003 - June 2004
Skills
Alternative Investments, Private Equity, Emerging Markets, Investor Relations, Hedge Funds, Capital Raising, Global Business..., Sales Management, International Sales &...
Education
Trinity College-Hartford
BS, Economics
Salient Partners September 2012 - Present
Salient Partners August 2011 - September 2012
Landmark Advisors November 2004 - August 2011
Ascendant Capital Partners January 2003 - June 2004
Skills
Alternative Investments, Private Equity, Emerging Markets, Investor Relations, Hedge Funds, Capital Raising, Global Business..., Sales Management, International Sales &...
Education
Trinity College-Hartford
BS, Economics
David Linton's Salient Partners Experience February 2012 - Present
Job Managing Director/ EVP Head of Distribution Salient/Forward
Industry Financial Services
Experience
Salient Partners February 2012 - Present
Morgan Stanley Investment Management 2001 - 2010
Van Kampen Investments 2001 - 2010
Skills
Separately Managed..., Series 7, Alternative Investments, Sales Management, Mutual Funds, Investment Management, Investments, Investment Strategies, Investment Advisory, Asset Allocation, Morningstar, Hedge Funds, Series 65, Series 63, Series 24, Asset Management, Securities, ETFs, Wealth Management, FINRA, Equities, Series 6
Education
St. Lawrence University 1983 — 1987
BA, ECONOMICS
Salient Partners February 2012 - Present
Morgan Stanley Investment Management 2001 - 2010
Van Kampen Investments 2001 - 2010
Skills
Separately Managed..., Series 7, Alternative Investments, Sales Management, Mutual Funds, Investment Management, Investments, Investment Strategies, Investment Advisory, Asset Allocation, Morningstar, Hedge Funds, Series 65, Series 63, Series 24, Asset Management, Securities, ETFs, Wealth Management, FINRA, Equities, Series 6
Education
St. Lawrence University 1983 — 1987
BA, ECONOMICS
Juaquin Arellano's Salient Partners Experience February 2005 - Present
Job Director of Financial Planning
Industry Financial Services
Experience
Salient Partners February 2005 - Present
Skills
Alternative Investments, Private Equity, Asset Allocation, Excel, Certified Financial..., Investment Management
Education
University of St. Thomas (TX) 2007 — 2008
MBA, Finance
The University of Texas at Austin 2001 — 2004
Bachelor of Arts (B.A.), Economics
Salient Partners February 2005 - Present
Skills
Alternative Investments, Private Equity, Asset Allocation, Excel, Certified Financial..., Investment Management
Education
University of St. Thomas (TX) 2007 — 2008
MBA, Finance
The University of Texas at Austin 2001 — 2004
Bachelor of Arts (B.A.), Economics
Derryk Madsen's Salient Partners Experience October 2012 - Present
Job DirectorHead of Strategic Relationships at Salient Partners
Industry Financial Services
Experience
Salient Partners October 2012 - Present
Rococo Capital LLC January 2012 - October 2012
Guggenheim Investments, Strategic Relations Group March 2009 - December 2011
Guggenheim Investments January 2006 - March 2009
Rococo Consulting January 2002 - June 2007
Guggenheim Investments February 2005 - January 2006
Sidney Kulek & Associates February 2000 - January 2002
PEI, Inc. 1998 - 2000
various 1994 - 2000
Skills
Key Account Management, ETFs, SMAs, Mutual Funds, Closed-end Funds, Sales Management, Distribution Strategies, Separately Managed..., Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Series 7, Financial Advisory, Series 63, Series 24, Investment Management, Investment Advisory, Series 65, Morningstar
Education
DePaul University
Bachelor of Science, Finance with
Salient Partners October 2012 - Present
Rococo Capital LLC January 2012 - October 2012
Guggenheim Investments, Strategic Relations Group March 2009 - December 2011
Guggenheim Investments January 2006 - March 2009
Rococo Consulting January 2002 - June 2007
Guggenheim Investments February 2005 - January 2006
Sidney Kulek & Associates February 2000 - January 2002
PEI, Inc. 1998 - 2000
various 1994 - 2000
Skills
Key Account Management, ETFs, SMAs, Mutual Funds, Closed-end Funds, Sales Management, Distribution Strategies, Separately Managed..., Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Portfolio Management, Asset Management, Series 7, Financial Advisory, Series 63, Series 24, Investment Management, Investment Advisory, Series 65, Morningstar
Education
DePaul University
Bachelor of Science, Finance with
Matt Moncrief's Salient Partners Experience October 2014 - Present
Job Director at Salient Partners
Industry Financial Services
Experience
Salient Partners October 2014 - Present
Salient Partners July 2012 - October 2014
Amegy Bank December 2011 - July 2012
Amegy Bank June 2010 - December 2011
Tudor Pickering & Holt November 2007 - February 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Due Diligence, Investments, Equities, Asset Managment, Risk Management, Series 7, Credit Analysis, Bloomberg, Corporate Finance, Commercial Banking, Banking
Education
The University of Texas at Austin 2002 — 2007
Salient Partners October 2014 - Present
Salient Partners July 2012 - October 2014
Amegy Bank December 2011 - July 2012
Amegy Bank June 2010 - December 2011
Tudor Pickering & Holt November 2007 - February 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Due Diligence, Investments, Equities, Asset Managment, Risk Management, Series 7, Credit Analysis, Bloomberg, Corporate Finance, Commercial Banking, Banking
Education
The University of Texas at Austin 2002 — 2007
Bradley Eisen, CFP(R), CIMA(R)'s Salient Partners Experience April 2013 - Present
Job Senior Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners April 2013 - Present
UBS Financial Services December 2010 - April 2013
Morgan Stanley Smith Barney 2007 - December 2010
RBC September 2005 - December 2006
Legg Mason September 2003 - September 2005
Skills
Alternative Investments, Bloomberg, Bonds, Capital Markets, ETFs, Equity Research, FINRA, Financial Advisory, Financial Markets, Financial Services, Investment Management, Mutual Funds, Private Equity, Retirement Planning, Series 24, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Uniform Combined State..., Wealth Management..., Asset Allocation, Banking
Education
Boston University 1999 — 2003
Bachelors, Political Science
Salient Partners April 2013 - Present
UBS Financial Services December 2010 - April 2013
Morgan Stanley Smith Barney 2007 - December 2010
RBC September 2005 - December 2006
Legg Mason September 2003 - September 2005
Skills
Alternative Investments, Bloomberg, Bonds, Capital Markets, ETFs, Equity Research, FINRA, Financial Advisory, Financial Markets, Financial Services, Investment Management, Mutual Funds, Private Equity, Retirement Planning, Series 24, Series 63, Series 7, Strategic Financial..., Structured Products, Trading, Uniform Combined State..., Wealth Management..., Asset Allocation, Banking
Education
Boston University 1999 — 2003
Bachelors, Political Science
Colin Matheny, CAIA's Salient Partners Experience October 2011 - April 2015
Job Regional Vice President at AmericaFirst Securities
Industry Financial Services
Experience
Salient Partners October 2011 - April 2015
Salient Partners July 2009 - October 2011
Salient Partners February 2007 - June 2009
Skills
Relationship Management, Alternative Investments, Sales and Marketing, Mutual Funds, Series 7, Hedge Funds
Education
Rice University 2002 — 2006
BS, Political Science
Salient Partners October 2011 - April 2015
Salient Partners July 2009 - October 2011
Salient Partners February 2007 - June 2009
Skills
Relationship Management, Alternative Investments, Sales and Marketing, Mutual Funds, Series 7, Hedge Funds
Education
Rice University 2002 — 2006
BS, Political Science
Katie Holt's Salient Partners Experience January 2005 - August 2011
Job Household Manager for Holt
Industry Individual & Family Services
Experience
Holt May 2011 - Present
Salient Partners January 2005 - August 2011
Aqua Pool & Spa 2002 - 2002
Skills
Alternative Investments, Asset Managment, Bloomberg
Education
University of Houston 2007 — 2008
BA, Interpersonal Communication
California State University Stanislaus
Communications
Holt May 2011 - Present
Salient Partners January 2005 - August 2011
Aqua Pool & Spa 2002 - 2002
Skills
Alternative Investments, Asset Managment, Bloomberg
Education
University of Houston 2007 — 2008
BA, Interpersonal Communication
California State University Stanislaus
Communications
Richard Patapoff's Salient Partners Experience June 2015 - Present
Job EM Credit Analyst at Salient Partners
Industry Investment Management
Experience
Salient Partners June 2015 - Present
PIMCO June 2013 - June 2015
PIMCO January 2013 - May 2013
PIMCO May 2011 - December 2012
CalOptima September 2007 - April 2011
Skills
Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, VBA, SQL
Education
Pepperdine University 2003 — 2007
Bachelor of Science in Business Administration
Salient Partners June 2015 - Present
PIMCO June 2013 - June 2015
PIMCO January 2013 - May 2013
PIMCO May 2011 - December 2012
CalOptima September 2007 - April 2011
Skills
Fixed Income, Financial Modeling, Financial Analysis, Microsoft Excel, VBA, SQL
Education
Pepperdine University 2003 — 2007
Bachelor of Science in Business Administration
Craig Dawson's Salient Partners Experience January 2011 - Present
Job Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2011 - Present
RDG Capital June 2010 - January 2011
Telemus Capital Partners January 2008 - June 2010
Skills
Due Diligence, Alternative Investments, Series 7, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Portfolio Management, Management, Hedge Funds, Valuation
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts (B.A.), Plan II
St. John's School 1986 — 1990
Salient Partners January 2011 - Present
RDG Capital June 2010 - January 2011
Telemus Capital Partners January 2008 - June 2010
Skills
Due Diligence, Alternative Investments, Series 7, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Portfolio Management, Management, Hedge Funds, Valuation
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts (B.A.), Plan II
St. John's School 1986 — 1990
Addison Awe's Salient Partners Experience August 2009 - June 2012
Job Product/Strategy Specialist at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. March 2015 - Present
Crow Holdings Capital - Investment Partners June 2012 - Present
Salient Partners August 2009 - June 2012
Hill Investment Group August 2008 - November 2008
Seefried Properties, Inc. May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Editing, Budget, Bloomberg Terminal
Education
Saint Louis University 2008 — 2009
MBA, Finance
Rice University 2004 — 2008
B.A., Double Major - Managerial Studies & Kinesiology
JCP
JCP
Westwood Holdings Group, Inc. March 2015 - Present
Crow Holdings Capital - Investment Partners June 2012 - Present
Salient Partners August 2009 - June 2012
Hill Investment Group August 2008 - November 2008
Seefried Properties, Inc. May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Editing, Budget, Bloomberg Terminal
Education
Saint Louis University 2008 — 2009
MBA, Finance
Rice University 2004 — 2008
B.A., Double Major - Managerial Studies & Kinesiology
JCP
JCP
Dan Hinds's Salient Partners Experience April 2012 - Present
Job MLP Energy/Infrastructure Securities Analyst at Salient Partners
Industry Investment Management
Experience
Salient Partners April 2012 - Present
Morgan Keegan July 2010 - April 2012
Skills
Chartered Financial..., Certified Public...
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Salient Partners April 2012 - Present
Morgan Keegan July 2010 - April 2012
Skills
Chartered Financial..., Certified Public...
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
Edward Rowe's Salient Partners Experience October 2014 - Present
Job Senior Equity Analyst at Salient Partners
Industry Investment Banking
Experience
Salient Partners October 2014 - Present
Raymond James Financial Inc. June 2011 - October 2014
TPH Asset Management August 2010 - June 2011
Credit Agricole CIB May 2010 - January 2011
Ameriprise Financial May 2005 - December 2008
Skills
Financial Modeling, Valuation, MLP, Bloomberg, Portfolio Management, Equities, Hedge Funds, Corporate Finance, Finance, Energy, Equity Research, Investments, Financial Analysis, Asset Management
Education
Rice University 2009 — 2011
MBA, Finance
Rice University 2001 — 2005
B.A., Economics / Managerial Studies
Salient Partners October 2014 - Present
Raymond James Financial Inc. June 2011 - October 2014
TPH Asset Management August 2010 - June 2011
Credit Agricole CIB May 2010 - January 2011
Ameriprise Financial May 2005 - December 2008
Skills
Financial Modeling, Valuation, MLP, Bloomberg, Portfolio Management, Equities, Hedge Funds, Corporate Finance, Finance, Energy, Equity Research, Investments, Financial Analysis, Asset Management
Education
Rice University 2009 — 2011
MBA, Finance
Rice University 2001 — 2005
B.A., Economics / Managerial Studies
Lara Bakir's Salient Partners Experience November 2005 - January 2007
Job Marketing Communications Accountant/Analyst (Global) at Schlumberger
Industry Oil & Energy
Experience
Schlumberger February 2012 - Present
Schlumberger May 2011 - January 2012
Schlumberger April 2010 - May 2011
Schlumberger February 2007 - March 2010
Salient Partners November 2005 - January 2007
Ameriprise Financial May 2005 - November 2005
State Street Corporation of Canada April 2004 - November 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Budgeting, Finance, SAP, Hyperion HFM, Consolidation, Consolidated Financial..., Internal Controls
Education
Concordia University 1999 — 2003
Bachelor of Commerce, Finance, International Business
Liceo Franco Mexicano 1993 — 1999
BREVET/ Diplome de Paris, French speaking certificates
University of Houston
Certificate of Accounting Program, Accounting
Schlumberger February 2012 - Present
Schlumberger May 2011 - January 2012
Schlumberger April 2010 - May 2011
Schlumberger February 2007 - March 2010
Salient Partners November 2005 - January 2007
Ameriprise Financial May 2005 - November 2005
State Street Corporation of Canada April 2004 - November 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Budgeting, Finance, SAP, Hyperion HFM, Consolidation, Consolidated Financial..., Internal Controls
Education
Concordia University 1999 — 2003
Bachelor of Commerce, Finance, International Business
Liceo Franco Mexicano 1993 — 1999
BREVET/ Diplome de Paris, French speaking certificates
University of Houston
Certificate of Accounting Program, Accounting
Samuel Braun's Salient Partners Experience January 2014 - April 2015
Job Regional Director
Industry Financial Services
Experience
TS Capital, LLC May 2015 - Present
Salient Partners January 2014 - April 2015
Eagle Asset Management June 2010 - December 2013
Financial Strategy Network, LLC. January 1998 - May 2010
Skills
Series 7, Series 65, Series 24, Series 63, Certified Investment..., Certified Financial..., CLU, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Financial Planning, Securities, Finance, Investment Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Retirement Planning
Education
The Ohio State University
BS
TS Capital, LLC May 2015 - Present
Salient Partners January 2014 - April 2015
Eagle Asset Management June 2010 - December 2013
Financial Strategy Network, LLC. January 1998 - May 2010
Skills
Series 7, Series 65, Series 24, Series 63, Certified Investment..., Certified Financial..., CLU, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Financial Planning, Securities, Finance, Investment Advisory, Investment Strategies, Equities, Investment Management, Fixed Income, Retirement Planning
Education
The Ohio State University
BS
Jeiccy J. Hakim's Salient Partners Experience July 2015 - Present
Job Investment Assistant at Salient Partners
Industry Financial Services
Experience
Salient Partners July 2015 - Present
AXA July 2012 - July 2015
Shanghai Chengbang Auto Accessories September 2011 - January 2012
Edward Jones August 2010 - August 2011
Kingham Dalton Wilson, Ltd. June 2008 - July 2010
Pepper Construction Group June 2004 - June 2008
Education
Texas A&M University 2000 — 2004
Construction Science, Construction Science
Taylor High School
Salient Partners July 2015 - Present
AXA July 2012 - July 2015
Shanghai Chengbang Auto Accessories September 2011 - January 2012
Edward Jones August 2010 - August 2011
Kingham Dalton Wilson, Ltd. June 2008 - July 2010
Pepper Construction Group June 2004 - June 2008
Education
Texas A&M University 2000 — 2004
Construction Science, Construction Science
Taylor High School
Ted Gardner's Salient Partners Experience January 2011 - Present
Job Partner at Salient Partners
Industry Investment Management
Experience
Salient Partners January 2011 - Present
RDG Capital July 2010 - December 2010
Telemus Capital Partners June 2007 - June 2010
Skills
Asset Allocation, Asset Management, Investments, Series 7, Portfolio Management
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Business Administration
University of St. Thomas (TX)
MBA
Salient Partners January 2011 - Present
RDG Capital July 2010 - December 2010
Telemus Capital Partners June 2007 - June 2010
Skills
Asset Allocation, Asset Management, Investments, Series 7, Portfolio Management
Education
The University of Texas at Austin 1991 — 1994
Bachelor of Business Administration
University of St. Thomas (TX)
MBA
Jerry Ann Cunningham's Salient Partners Experience February 2011 - Present
Job Client Service Manager at Salient Partners
Industry Financial Services
Experience
Salient Partners February 2011 - Present
Amerirpise Financial May 2009 - November 2009
Skills
Operations Management, Process Improvement, Management, Strategic Planning, Customer Service, Leadership, Team Building, Project Management, Change Management, Vendor Management, Budgets, Program Management, Risk Management, Customer Satisfaction, Portfolio Management
Education
College of Biblical Studies-Houston 2006 — 2010
Bachelor of Science, Christian Leadership
Salient Partners February 2011 - Present
Amerirpise Financial May 2009 - November 2009
Skills
Operations Management, Process Improvement, Management, Strategic Planning, Customer Service, Leadership, Team Building, Project Management, Change Management, Vendor Management, Budgets, Program Management, Risk Management, Customer Satisfaction, Portfolio Management
Education
College of Biblical Studies-Houston 2006 — 2010
Bachelor of Science, Christian Leadership
Court West's Salient Partners Experience March 2011 - November 2012
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Nationwide Financial November 2012 - Present
Salient Partners March 2011 - November 2012
Janney Montgomery Scott January 2009 - February 2011
Evergreen Investments 2007 - 2009
Nuveen Investments 2002 - 2007
Delaware Investments, a member of the Macquarie Group October 1993 - February 2002
Education
Hampden-Sydney College 1982 — 1986
BA, PoliSci/German/English
Ken Standley, CFA, CAIA's Salient Partners Experience August 2011 - August 2013
Job Deputy Chief of Staff at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas September 2015 - Present
The University of Texas at Austin April 2014 - Present
Teacher Retirement System of Texas September 2013 - September 2015
Salient Partners August 2011 - August 2013
RiverRock Group February 2010 - May 2011
CET Academic Programs August 2008 - August 2009
U.S.-China Economic and Security Review Commission May 2007 - May 2008
Congressman Ron Paul May 2005 - December 2005
Skills
Alternative Investments, Hedge Funds, Mandarin, Investments, Financial Analysis, Bloomberg, Excel, Derivatives, Writing, Asset Allocation, Financial Modeling, Capital Markets, Due Diligence, CAIA, Economics, Fund Of Funds, Fixed Income, Macroeconomics, Microsoft Excel, Private Equity, Investment Management, Valuation, Investment Strategies, Equities, Asset Management, Series 7
Education
Harbin Institute of Technology 2008 — 2009
The George Washington University 2004 — 2008
BA, Economics
Beijing Institute of Education 2006 — 2006
Certificate, Mandarin Chinese
Teacher Retirement System of Texas September 2015 - Present
The University of Texas at Austin April 2014 - Present
Teacher Retirement System of Texas September 2013 - September 2015
Salient Partners August 2011 - August 2013
RiverRock Group February 2010 - May 2011
CET Academic Programs August 2008 - August 2009
U.S.-China Economic and Security Review Commission May 2007 - May 2008
Congressman Ron Paul May 2005 - December 2005
Skills
Alternative Investments, Hedge Funds, Mandarin, Investments, Financial Analysis, Bloomberg, Excel, Derivatives, Writing, Asset Allocation, Financial Modeling, Capital Markets, Due Diligence, CAIA, Economics, Fund Of Funds, Fixed Income, Macroeconomics, Microsoft Excel, Private Equity, Investment Management, Valuation, Investment Strategies, Equities, Asset Management, Series 7
Education
Harbin Institute of Technology 2008 — 2009
The George Washington University 2004 — 2008
BA, Economics
Beijing Institute of Education 2006 — 2006
Certificate, Mandarin Chinese
Sumble Farooqi, CPA's Salient Partners Experience July 2014 - Present
Job Director of Fund Accounting at Salient Partners
Industry Financial Services
Experience
Salient Partners July 2014 - Present
Air Liquide April 2014 - June 2014
D. E. Shaw & Co. June 2007 - March 2014
Ernst & Young 2004 - 2007
Deloitte & Touche LLP June 2003 - August 2003
Skills
Auditing, Financial Accounting, Accounting, Financial Reporting, GAAP, Financial Statements
Education
Baruch College 2000 — 2004
BS, Accounting
Salient Partners July 2014 - Present
Air Liquide April 2014 - June 2014
D. E. Shaw & Co. June 2007 - March 2014
Ernst & Young 2004 - 2007
Deloitte & Touche LLP June 2003 - August 2003
Skills
Auditing, Financial Accounting, Accounting, Financial Reporting, GAAP, Financial Statements
Education
Baruch College 2000 — 2004
BS, Accounting
Aaron McInerney's Salient Partners Experience July 2013 - Present
Job Compliance Manager at Salient Partners
Industry Financial Services
Experience
Salient Partners July 2013 - Present
Simmons & Company International June 2012 - June 2013
Penson Financial Services June 2007 - May 2012
E*TRADE Financial March 2000 - September 2006
NASD Regulation August 1998 - March 2000
Skills
Series 7, Series 24, FINRA, Series 63, Securities, Hedge Funds, Equities, Trading, Bloomberg, AML, Capital Markets, Fixed Income, Options, series 55, series 66, Mutual Funds
Education
University of California, Santa Barbara 1993 — 1998
Bachelor, Business Economics
Salient Partners July 2013 - Present
Simmons & Company International June 2012 - June 2013
Penson Financial Services June 2007 - May 2012
E*TRADE Financial March 2000 - September 2006
NASD Regulation August 1998 - March 2000
Skills
Series 7, Series 24, FINRA, Series 63, Securities, Hedge Funds, Equities, Trading, Bloomberg, AML, Capital Markets, Fixed Income, Options, series 55, series 66, Mutual Funds
Education
University of California, Santa Barbara 1993 — 1998
Bachelor, Business Economics
Paul Rovinelli Jr.'s Salient Partners Experience April 2011 - August 2012
Job Program Coordinator at Special Recreation Services, Inc.
Industry Nonprofit Organization Management
Experience
Special Recreation Services, Inc. September 2012 - Present
Salient Partners April 2011 - August 2012
Piper Personnel February 2011 - April 2011
Bright Star Healthcare October 2010 - January 2011
Spherion (Houston Housing Authority) April 2009 - October 2009
Ad Results January 2008 - May 2008
Lowe's Home Improvement June 2005 - August 2007
United States Navy August 1997 - August 2001
Skills
Microsoft Excel, Management, Microsoft Word, Customer Service, Outlook, Social Media, PowerPoint, Research, Time Management, Sales
Education
University of Houston 2005 — 2009
Bachelor in Science, Psychology
Houston Community College 2001 — 2005
AS, General Science studies
Special Recreation Services, Inc. September 2012 - Present
Salient Partners April 2011 - August 2012
Piper Personnel February 2011 - April 2011
Bright Star Healthcare October 2010 - January 2011
Spherion (Houston Housing Authority) April 2009 - October 2009
Ad Results January 2008 - May 2008
Lowe's Home Improvement June 2005 - August 2007
United States Navy August 1997 - August 2001
Skills
Microsoft Excel, Management, Microsoft Word, Customer Service, Outlook, Social Media, PowerPoint, Research, Time Management, Sales
Education
University of Houston 2005 — 2009
Bachelor in Science, Psychology
Houston Community College 2001 — 2005
AS, General Science studies
Desiree Bailey's Salient Partners Experience November 2013 - Present
Job Executive Assistant at Salient Partners
Industry Investment Management
Experience
Salient Partners November 2013 - Present
MD Anderson Cancer Center 2011 - 2013
Transwestern Property Management 2006 - 2007
Seneca Resources Corporation 1986 - 1991
Celeron Oil & Gas 1982 - 1986
Skills
Oil/Gas, Administrative..., Office Management, Microsoft Office, Travel Arrangements, Data Entry, Outlook, PowerPoint, Healthcare, Hospitals, Healthcare Management, Medical Terminology, Spreadsheets, HIPAA, PeopleSoft, Legal, Corporate Events
Education
University of Louisiana at Lafayette
Salient Partners November 2013 - Present
MD Anderson Cancer Center 2011 - 2013
Transwestern Property Management 2006 - 2007
Seneca Resources Corporation 1986 - 1991
Celeron Oil & Gas 1982 - 1986
Skills
Oil/Gas, Administrative..., Office Management, Microsoft Office, Travel Arrangements, Data Entry, Outlook, PowerPoint, Healthcare, Hospitals, Healthcare Management, Medical Terminology, Spreadsheets, HIPAA, PeopleSoft, Legal, Corporate Events
Education
University of Louisiana at Lafayette
Charolette Carter's Salient Partners Experience August 2008 - March 2013
Job Human Resources Professional
Industry Human Resources
Experience
Houston Zoo May 2013 - Present
Salient Partners August 2008 - March 2013
Surgeons Management April 2007 - November 2008
Skills
Human Resources, Onboarding, Succession Planning, Workforce Planning, Benefits Administration, HRIS, Talent Management, Talent Acquisition, Employee Relations, Employee Benefits, Applicant Tracking..., College Recruiting
Education
Cardinal Stritch University
Business Administration and Management, General
Mount Mary College
Houston Zoo May 2013 - Present
Salient Partners August 2008 - March 2013
Surgeons Management April 2007 - November 2008
Skills
Human Resources, Onboarding, Succession Planning, Workforce Planning, Benefits Administration, HRIS, Talent Management, Talent Acquisition, Employee Relations, Employee Benefits, Applicant Tracking..., College Recruiting
Education
Cardinal Stritch University
Business Administration and Management, General
Mount Mary College
Joshua Hamm's Salient Partners Experience April 2013 - May 2013
Job Student Judge Advocate at United States Marine Corps, The Basic School Delta Co, 415
Industry Financial Services
Experience
United States Marine Corps, The Basic School Delta Co, 4-15 October 2014 - Present
Epiq Legal May 2013 - Present
Epiq Legal 2014 - 2014
Salient Partners April 2013 - May 2013
Merrill Lynch May 2011 - February 2013
Beacon Hill Staffing Group 2013 - 2013
Hudson Legal 2013 - 2013
JPMorgan Chase February 2009 - July 2011
Merrill Lynch August 2007 - January 2009
Indiana University Bloomington 2002 - 2006
Skills
Estate Planning, Litigation, Microsoft Excel, Strategic Planning, Wealth Management, Sales Management, Compliance, Financial Planning, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Investments, Policy, Training, Portfolio Management, Small Business, Retirement, Management, Employee Benefits
Education
Indiana University 2002 — 2006
Juris Doctorate & Master's, Public Affairs
The University of Texas at Austin 2000 — 2002
Bachelor's of Art, Pre-Law
Law Enforcement/Criminal Justice 1994 — 1998
Advanced Diploma, Law Enforcement/Criminal Justice
United States Marine Corps, The Basic School Delta Co, 4-15 October 2014 - Present
Epiq Legal May 2013 - Present
Epiq Legal 2014 - 2014
Salient Partners April 2013 - May 2013
Merrill Lynch May 2011 - February 2013
Beacon Hill Staffing Group 2013 - 2013
Hudson Legal 2013 - 2013
JPMorgan Chase February 2009 - July 2011
Merrill Lynch August 2007 - January 2009
Indiana University Bloomington 2002 - 2006
Skills
Estate Planning, Litigation, Microsoft Excel, Strategic Planning, Wealth Management, Sales Management, Compliance, Financial Planning, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Investments, Policy, Training, Portfolio Management, Small Business, Retirement, Management, Employee Benefits
Education
Indiana University 2002 — 2006
Juris Doctorate & Master's, Public Affairs
The University of Texas at Austin 2000 — 2002
Bachelor's of Art, Pre-Law
Law Enforcement/Criminal Justice 1994 — 1998
Advanced Diploma, Law Enforcement/Criminal Justice
Brad McDonald's Salient Partners Experience May 2007 - April 2010
Job Controller, MultiChem at Halliburton
Industry Oil & Energy
Experience
Halliburton July 2015 - Present
Halliburton July 2013 - July 2015
Cougar Investment Fund, LLC August 2012 - August 2013
Canaccord Genuity Inc. April 2013 - July 2013
Salient Partners May 2007 - April 2010
Merrill Lynch Private Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Valuation, Strategic Planning, Investments, Equity Research, Financial Modeling, Portfolio Management, Corporate Finance, Budgets, Management, Microsoft Word, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Cougar Investment Fund, 3.96
Rice University 2002 — 2007
B.A, Economics; Mechanical Engineering
Halliburton July 2015 - Present
Halliburton July 2013 - July 2015
Cougar Investment Fund, LLC August 2012 - August 2013
Canaccord Genuity Inc. April 2013 - July 2013
Salient Partners May 2007 - April 2010
Merrill Lynch Private Wealth Management January 2007 - May 2007
Skills
Financial Analysis, Valuation, Strategic Planning, Investments, Equity Research, Financial Modeling, Portfolio Management, Corporate Finance, Budgets, Management, Microsoft Word, Data Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
MBA, Cougar Investment Fund, 3.96
Rice University 2002 — 2007
B.A, Economics; Mechanical Engineering
Disha Doogar's Salient Partners Experience May 2009 - August 2011
Job Controller
Industry Financial Services
Experience
United Recovery Systems LP May 2012 - Present
Salient Partners May 2009 - August 2011
Deloitte & Touche May 2007 - May 2009
KPMG March 2003 - December 2006
Ernst & Young May 1999 - May 2002
Education
Colorado Society of Certified Public Accountants 2007 — 2007
Certified Public Accountant
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant
United Recovery Systems LP May 2012 - Present
Salient Partners May 2009 - August 2011
Deloitte & Touche May 2007 - May 2009
KPMG March 2003 - December 2006
Ernst & Young May 1999 - May 2002
Education
Colorado Society of Certified Public Accountants 2007 — 2007
Certified Public Accountant
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant
Todd Centurino, CFA's Salient Partners Experience Portfolio ManagerTeacher Retirement System of TexasJuly 2007 - February 2013
Job Director of Investments Salient Partners
Industry Investment Management
Experience
Salient Partners Portfolio ManagerTeacher Retirement System of TexasJuly 2007 - February 2013
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Options, Private Equity, Quantitative Analytics, Trading
Education
Rice University - Jesse H. Jones Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
Clemson University 1993 — 1998
Bachelor's degree
Salient Partners Portfolio ManagerTeacher Retirement System of TexasJuly 2007 - February 2013
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Options, Private Equity, Quantitative Analytics, Trading
Education
Rice University - Jesse H. Jones Graduate School of Management 2005 — 2007
Master of Business Administration (MBA)
Clemson University 1993 — 1998
Bachelor's degree
Robert Mills's Salient Partners Experience May 2010 - August 2010
Job Associate at Avista Capital Partners
Industry Oil & Energy
Experience
Avista Capital Partners August 2015 - Present
Goldman Sachs July 2013 - Present
Invesco May 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Salient Partners May 2010 - August 2010
Skills
Bloomberg, Equity Research, Financial Modeling, Valuation, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (MS), Finance
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Avista Capital Partners August 2015 - Present
Goldman Sachs July 2013 - Present
Invesco May 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Salient Partners May 2010 - August 2010
Skills
Bloomberg, Equity Research, Financial Modeling, Valuation, Financial Analysis
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science (MS), Finance
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Sharde Henley's Salient Partners Experience August 2014 - Present
Job Analyst
Industry Investment Management
Experience
Salient Partners August 2014 - Present
CAZ Investments January 2013 - August 2014
Merrill Lynch August 2011 - January 2013
Wells Fargo March 2009 - August 2011
Skills
Accounting, Banking, Business Process, Credit, Customer Service, Finance, Financial Analysis, Investments, Team Building, Wealth Management
Education
Abilene Christian University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Salient Partners August 2014 - Present
CAZ Investments January 2013 - August 2014
Merrill Lynch August 2011 - January 2013
Wells Fargo March 2009 - August 2011
Skills
Accounting, Banking, Business Process, Credit, Customer Service, Finance, Financial Analysis, Investments, Team Building, Wealth Management
Education
Abilene Christian University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jeremy Radcliffe's Salient Partners Experience September 2002 - Present
Job President at Salient Partners
Industry Investment Management
Experience
Salient Partners September 2002 - Present
Skills
Portfolio Management, Asset Management, Due Diligence, Private Equity, Financial Modeling, Strategic Planning, Valuation, Hedge Funds
Education
Princeton University 1992 — 1996
A.B., Classics
St. John's School
Salient Partners September 2002 - Present
Skills
Portfolio Management, Asset Management, Due Diligence, Private Equity, Financial Modeling, Strategic Planning, Valuation, Hedge Funds
Education
Princeton University 1992 — 1996
A.B., Classics
St. John's School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY