SAMCO Capital Markets
Industry: Capital market company
DescriptionParent organization: Samco Holdings, Inc. Subsidiary: SAMCO Capital Markets, Inc., Research Division
SAMCO Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SAMCO Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SAMCO Capital Markets Employees
Employee
Years
Job
Industry
Tabatha Eatherly Tabatha Eatherly's SAMCO Capital Markets Experience October 2005 - September 2006
Job Instructional Designer Available for New Opportunities
Industry Hospital & Health Care
Experience
Available for Employment While Pursuing a Graduate Degree January 2015 - Present
Community Health Systems December 2013 - December 2014
Western Kentucky University January 2013 - December 2013
Camping World and Good Sam June 2013 - August 2013
Saint Thomas Health Services April 2010 - August 2012
The Hermitage, Home of President Andrew Jackson July 2009 - January 2010
SAMCO Capital Markets October 2005 - September 2006
Skills
Training, Healthcare, EHR, CPOE, Project Management, Program Management, Healthcare Information..., Software Documentation, Healthcare Management, Hospitals, Strategic Planning, Technical Writing, EMR, Editing, Management, Customer Service, Executive Level..., Cerner, Microsoft Office, Outlook, Adobe Creative Suite, HTML, Research, Microsoft Word, Microsoft Excel, Instructional Videos, Camtasia, Adobe Captivate, Photoshop, Website Development, SharePoint, Adobe Dreamweaver, Creation Of Training..., Visio, SnagIt, Java, Blackboard, Public Relations, Event Management, Time Management, MEDHOST
Education
Boise State University - College of Engineering 2015 — 2017
Master's Degree, Organizational Performance and Workplace Learning (OPWL)
Ashford University 2007 — 2009
B.A., Organizational Management, Minor in Molecular Biology
Available for Employment While Pursuing a Graduate Degree January 2015 - Present
Community Health Systems December 2013 - December 2014
Western Kentucky University January 2013 - December 2013
Camping World and Good Sam June 2013 - August 2013
Saint Thomas Health Services April 2010 - August 2012
The Hermitage, Home of President Andrew Jackson July 2009 - January 2010
SAMCO Capital Markets October 2005 - September 2006
Skills
Training, Healthcare, EHR, CPOE, Project Management, Program Management, Healthcare Information..., Software Documentation, Healthcare Management, Hospitals, Strategic Planning, Technical Writing, EMR, Editing, Management, Customer Service, Executive Level..., Cerner, Microsoft Office, Outlook, Adobe Creative Suite, HTML, Research, Microsoft Word, Microsoft Excel, Instructional Videos, Camtasia, Adobe Captivate, Photoshop, Website Development, SharePoint, Adobe Dreamweaver, Creation Of Training..., Visio, SnagIt, Java, Blackboard, Public Relations, Event Management, Time Management, MEDHOST
Education
Boise State University - College of Engineering 2015 — 2017
Master's Degree, Organizational Performance and Workplace Learning (OPWL)
Ashford University 2007 — 2009
B.A., Organizational Management, Minor in Molecular Biology
Chris Newport Chris Newport's SAMCO Capital Markets Experience June 2008 - December 2008
Job Chief of Staff, Mayor Annise Parker at City of Houston
Industry Government Administration
Experience
City of Houston April 2014 - Present
City of Houston Administration & Regulatory Affairs Department April 2013 - March 2014
City of Houston Adminstration & Regulatory Affairs Department April 2010 - April 2013
City of Houston Administration & Regulatory Affairs Department May 2009 - March 2010
SAMCO Capital Markets June 2008 - December 2008
Office of State Representative Mike Villarreal January 2008 - June 2008
Bombay Bicycle Club January 2006 - June 2008
US Navy April 2001 - December 2005
Skills
Government, Public Speaking, Military, Training, Strategic Planning, Analysis, Marketing, Customer Service, Management, Policy Analysis, Media Relations, Leadership, Sales, Program Management, Human Resources, Policy, Strategic Communications, Security, Change Management, Public Policy, Public Relations, Nonprofits, Political Campaigns, Fundraising, Legislative Relations, Speech Writing, Team Building
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
MBA
Trinity University 2006 — 2009
B.A., Economics
City of Houston April 2014 - Present
City of Houston Administration & Regulatory Affairs Department April 2013 - March 2014
City of Houston Adminstration & Regulatory Affairs Department April 2010 - April 2013
City of Houston Administration & Regulatory Affairs Department May 2009 - March 2010
SAMCO Capital Markets June 2008 - December 2008
Office of State Representative Mike Villarreal January 2008 - June 2008
Bombay Bicycle Club January 2006 - June 2008
US Navy April 2001 - December 2005
Skills
Government, Public Speaking, Military, Training, Strategic Planning, Analysis, Marketing, Customer Service, Management, Policy Analysis, Media Relations, Leadership, Sales, Program Management, Human Resources, Policy, Strategic Communications, Security, Change Management, Public Policy, Public Relations, Nonprofits, Political Campaigns, Fundraising, Legislative Relations, Speech Writing, Team Building
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
MBA
Trinity University 2006 — 2009
B.A., Economics
Nicole Velando Nicole Velando's SAMCO Capital Markets Experience March 2012 - May 2013
Job Payment Specialist at Tesoro Corporation
Industry Financial Services
Experience
Tesoro Corporation July 2014 - Present
Indeed.com May 2013 - May 2014
SAMCO Capital Markets March 2012 - May 2013
Sheshunoff Consulting + Solutions February 2010 - March 2012
Apache Corporation 2008 - 2009
Dominion May 2005 - October 2007
Skills
Salesforce.com, SNL, Bloomberg, Microsoft Excel, Microsoft Office, Outlook, Great Plains Software, Wordpress, SAP, PowerPoint, Organization, Time Management, Multi Tasking, FINRA, Marketing
Education
University of Houston, C.T. Bauer College of Business 1999 — 2004
B.A., Finance
Tesoro Corporation July 2014 - Present
Indeed.com May 2013 - May 2014
SAMCO Capital Markets March 2012 - May 2013
Sheshunoff Consulting + Solutions February 2010 - March 2012
Apache Corporation 2008 - 2009
Dominion May 2005 - October 2007
Skills
Salesforce.com, SNL, Bloomberg, Microsoft Excel, Microsoft Office, Outlook, Great Plains Software, Wordpress, SAP, PowerPoint, Organization, Time Management, Multi Tasking, FINRA, Marketing
Education
University of Houston, C.T. Bauer College of Business 1999 — 2004
B.A., Finance
Henry Jedziniak Henry Jedziniak's SAMCO Capital Markets Experience 2002 - 2006
Job CFO at Garlington Partners LLC.
Industry Financial Services
Experience
Garlington Partners LLC. 2008 - Present
Jedco Fin-OP LLC. 2006 - 2008
SAMCO Capital Markets 2002 - 2006
Schwab Capital Markets 1998 - 2001
Donaldson Lufkin Jenrette 1990 - 1997
Skills
Financial Management, SEC reporting, IPO, GAAP, Budgeting, Tax Preparation, Quickbooks, Peachtree, Financial Modeling, Internal Controls, Due Diligence, Private Equity, Corporate Finance, Accounting, Forecasting, Asset Management, Venture Capital, Cash Management, Financial Analysis, Financial Reporting, Valuation, Cost Accounting, Debt, Cash Flow, Audit, Tax, Financial Accounting, Internal Audit, Funding, Business Valuation, Managerial Finance
Education
Saint Peter's University
BS, Accounting
Garlington Partners LLC. 2008 - Present
Jedco Fin-OP LLC. 2006 - 2008
SAMCO Capital Markets 2002 - 2006
Schwab Capital Markets 1998 - 2001
Donaldson Lufkin Jenrette 1990 - 1997
Skills
Financial Management, SEC reporting, IPO, GAAP, Budgeting, Tax Preparation, Quickbooks, Peachtree, Financial Modeling, Internal Controls, Due Diligence, Private Equity, Corporate Finance, Accounting, Forecasting, Asset Management, Venture Capital, Cash Management, Financial Analysis, Financial Reporting, Valuation, Cost Accounting, Debt, Cash Flow, Audit, Tax, Financial Accounting, Internal Audit, Funding, Business Valuation, Managerial Finance
Education
Saint Peter's University
BS, Accounting
Linhda Le Linhda Le's SAMCO Capital Markets Experience July 2001 - March 2012
Job Sr Analyst at FCBT
Industry Financial Services
Experience
Farm Credit Bank of Texas March 2012 - Present
SAMCO Capital Markets July 2001 - March 2012
Metrobank June 1999 - July 2001
Wells Fargo Bank June 1997 - June 1999
Skills
Financial Analysis, Forecasting, Risk Management, Leadership, Management, Analysis, Business Intelligence, Budgets, Banking, Accounting, Analytics, Sales
Education
St. Edward's University 2008 — 2010
Master, Business Administration
University of Houston, C.T. Bauer College of Business 1994 — 2001
Bachelor of Business Administration, Finance
Universitat Jaume I
Doctorate, International Business
Farm Credit Bank of Texas March 2012 - Present
SAMCO Capital Markets July 2001 - March 2012
Metrobank June 1999 - July 2001
Wells Fargo Bank June 1997 - June 1999
Skills
Financial Analysis, Forecasting, Risk Management, Leadership, Management, Analysis, Business Intelligence, Budgets, Banking, Accounting, Analytics, Sales
Education
St. Edward's University 2008 — 2010
Master, Business Administration
University of Houston, C.T. Bauer College of Business 1994 — 2001
Bachelor of Business Administration, Finance
Universitat Jaume I
Doctorate, International Business
Sarah Nejdl Sarah Nejdl's SAMCO Capital Markets Experience May 2004 - May 2005
Job Founder & Executive Director | Families to Freedom Inc.
Industry Nonprofit Organization Management
Experience
Families to Freedom January 2015 - Present
Saturn Consulting April 2005 - Present
FXCM June 2010 - January 2015
FXCM September 2009 - December 2010
SAMCO Capital Markets May 2004 - May 2005
Bankmark/Nubank.com October 2002 - April 2004
Digital Convergence May 2000 - May 2001
Skills
Start-ups, Social Media, Photoshop, Illustrator, Trading Systems, Citrix, BlastWizard, Joomla, Private Pilot, Public Relations, Marketing, SEO, Website Design, Management, Salesforce.com, Email Marketing, Web Design
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
University of North Texas 1997 — 2000
BAAS, Communications
Families to Freedom January 2015 - Present
Saturn Consulting April 2005 - Present
FXCM June 2010 - January 2015
FXCM September 2009 - December 2010
SAMCO Capital Markets May 2004 - May 2005
Bankmark/Nubank.com October 2002 - April 2004
Digital Convergence May 2000 - May 2001
Skills
Start-ups, Social Media, Photoshop, Illustrator, Trading Systems, Citrix, BlastWizard, Joomla, Private Pilot, Public Relations, Marketing, SEO, Website Design, Management, Salesforce.com, Email Marketing, Web Design
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
University of North Texas 1997 — 2000
BAAS, Communications
Chris Senner Chris Senner's SAMCO Capital Markets Experience August 2010 - June 2011
Job Sales at Karl Senner, LLC
Industry Maritime
Experience
Karl Senner, LLC June 2012 - Present
Berg Propulsion March 2012 - June 2012
Steerprop LTD. February 2012 - March 2012
Reintjes GmbH June 2011 - January 2012
SAMCO Capital Markets August 2010 - June 2011
Hayman Capital May 2010 - August 2010
Skills
Operations Management, Logistics, Shipping, Maritime, Analysis, Transportation, Freight, Negotiation, Contract Negotiation, Petroleum, Project Planning, Budgets, Strategic Planning, Business Strategy, Contract Management, Team Building, Engineering, Microsoft Word, New Business Development, Sales Management, Team Leadership, Risk Management, Microsoft Excel, Supply Chain Management, Forecasting, Sales Operations, Customer Service, Customer Satisfaction, Financial Analysis, Marketing, Marine Industry, Microsoft Office, Manufacturing
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Karl Senner, LLC June 2012 - Present
Berg Propulsion March 2012 - June 2012
Steerprop LTD. February 2012 - March 2012
Reintjes GmbH June 2011 - January 2012
SAMCO Capital Markets August 2010 - June 2011
Hayman Capital May 2010 - August 2010
Skills
Operations Management, Logistics, Shipping, Maritime, Analysis, Transportation, Freight, Negotiation, Contract Negotiation, Petroleum, Project Planning, Budgets, Strategic Planning, Business Strategy, Contract Management, Team Building, Engineering, Microsoft Word, New Business Development, Sales Management, Team Leadership, Risk Management, Microsoft Excel, Supply Chain Management, Forecasting, Sales Operations, Customer Service, Customer Satisfaction, Financial Analysis, Marketing, Marine Industry, Microsoft Office, Manufacturing
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Deborah Downie, CFA Deborah Downie, CFA's SAMCO Capital Markets Experience 2004 - 2005
Job CEO at Peachy Perfect LLC & Executive Director of The Two Rivers Women in Business Consortium
Industry Apparel & Fashion
Experience
Peachy Perfect LLC November 2014 - Present
Two Rivers Women In Business Consortium May 2009 - Present
First Financial Federal Credit Union May 2013 - January 2014
Mastro Montessori 2003 - 2009
Guardian Life Insurance Company 2006 - 2008
SAMCO Capital Markets 2004 - 2005
Miller Tabak Roberts Securities, LLC 1998 - 2004
Freeman Securities Company 1990 - 1998
Karl Plattner Ski School at Hunter Mtn., NY 1987 - 1994
Skills
Financial Modeling, Series 7, Series 63, Credit Analysis, Leveraged Finance, Financial Advisory, Financial Analysis, Valuation, Public Speaking, Wealth Management, High Yield Bonds, Helping Clients Succeed, Life Insurance, Supervisory Experience, Distressed Debt, Publishing, Investment Grade Bonds
Education
Pace University - Lubin School of Business 1984 — 1988
Master of Business Administration (MBA), Investment Management
Baruch College
Bachelor of Business Administration (BBA), Finance
Pace University - Lubin School of Business
Masters of Science, Investment Management
iRelaunch Boot Camp Workshop I
iRelaunch Boot Camp Workshop II
Peachy Perfect LLC November 2014 - Present
Two Rivers Women In Business Consortium May 2009 - Present
First Financial Federal Credit Union May 2013 - January 2014
Mastro Montessori 2003 - 2009
Guardian Life Insurance Company 2006 - 2008
SAMCO Capital Markets 2004 - 2005
Miller Tabak Roberts Securities, LLC 1998 - 2004
Freeman Securities Company 1990 - 1998
Karl Plattner Ski School at Hunter Mtn., NY 1987 - 1994
Skills
Financial Modeling, Series 7, Series 63, Credit Analysis, Leveraged Finance, Financial Advisory, Financial Analysis, Valuation, Public Speaking, Wealth Management, High Yield Bonds, Helping Clients Succeed, Life Insurance, Supervisory Experience, Distressed Debt, Publishing, Investment Grade Bonds
Education
Pace University - Lubin School of Business 1984 — 1988
Master of Business Administration (MBA), Investment Management
Baruch College
Bachelor of Business Administration (BBA), Finance
Pace University - Lubin School of Business
Masters of Science, Investment Management
iRelaunch Boot Camp Workshop I
iRelaunch Boot Camp Workshop II
Jared Colcord Jared Colcord's SAMCO Capital Markets Experience September 2005 - November 2006
Job Real Estate and Financial Services Consultant
Industry Investment Banking
Experience
WC Ventures April 2010 - Present
Grade A Sign July 2012 - July 2013
Denovo Formations September 2006 - April 2010
SAMCO Capital Markets September 2005 - November 2006
Southeast Financial Holdings, Inc. September 2003 - September 2005
Skills
Banking, Start-ups, Investments, Private Equity, Integrated Marketing, Valuation, Finance, Mergers & Acquisitions, Capital Markets, Mergers, Sales, Management, Series 7, Fundraising, Salesforce.com, Securities
Education
The University of Georgia 1998 — 2002
BA, Advertising
WC Ventures April 2010 - Present
Grade A Sign July 2012 - July 2013
Denovo Formations September 2006 - April 2010
SAMCO Capital Markets September 2005 - November 2006
Southeast Financial Holdings, Inc. September 2003 - September 2005
Skills
Banking, Start-ups, Investments, Private Equity, Integrated Marketing, Valuation, Finance, Mergers & Acquisitions, Capital Markets, Mergers, Sales, Management, Series 7, Fundraising, Salesforce.com, Securities
Education
The University of Georgia 1998 — 2002
BA, Advertising
Scott Alaniz Scott Alaniz's SAMCO Capital Markets Experience March 2003 - February 2004
Job Partner, Private Investment Management Firm
Industry Investment Management
Experience
Boston Mountain Money Management, Inc. June 2007 - Present
Sandler O'Neill February 2004 - February 2006
SAMCO Capital Markets March 2003 - February 2004
Stephens Inc. June 1991 - March 2003
Skills
Corporate Finance, Strategic Planning, Valuation, Management, Financial Advisory, Tax, Venture Capital, Finance, Strategic Financial..., Accounting, Financial Services, Equities, Investments, Executive Management, Analysis, Financial Reporting, Investment Strategies, Competitive Analysis, Capital Markets, Strategy, Due Diligence, Banking, Investment Banking, Managerial Finance, Risk Management, Alternative Investments, Portfolio Management, Asset Management, Start-ups, Financial Planning
Education
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (B.S.), Finance
Boston Mountain Money Management, Inc. June 2007 - Present
Sandler O'Neill February 2004 - February 2006
SAMCO Capital Markets March 2003 - February 2004
Stephens Inc. June 1991 - March 2003
Skills
Corporate Finance, Strategic Planning, Valuation, Management, Financial Advisory, Tax, Venture Capital, Finance, Strategic Financial..., Accounting, Financial Services, Equities, Investments, Executive Management, Analysis, Financial Reporting, Investment Strategies, Competitive Analysis, Capital Markets, Strategy, Due Diligence, Banking, Investment Banking, Managerial Finance, Risk Management, Alternative Investments, Portfolio Management, Asset Management, Start-ups, Financial Planning
Education
University of Arkansas at Fayetteville 1986 — 1990
Bachelor of Science (B.S.), Finance
Preston Streufert Preston Streufert's SAMCO Capital Markets Experience June 2004 - October 2004
Job Legislative Director, Texas State Senator Joan Huffman
Industry Law Practice
Experience
State Senator Joan Huffman October 2014 - Present
Texas House of Representatives - Committee on Public Health, Chair Lois Kolkhorst December 2012 - October 2014
Zinda & Davis, PLLC April 2012 - November 2012
The Innocence Project of Texas May 2011 - April 2012
Texas Senate - Capitol Office of Senator John Carona November 2006 - August 2009
GalleryWatch June 2004 - October 2006
SAMCO Capital Markets June 2004 - October 2004
Texas State Representative Ken Paxton September 2003 - May 2004
Skills
Microsoft Office, Mac OS, Westlaw, LexisNexis, Wordperfect, Speech Writing, Blogger, Public Speaking, French, Communication, Legislative Issues, Legal Writing
Education
Texas Tech University School of Law 2009 — 2011
Juris Doctorate, Law
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelors of Business Administration, Finance, General
Plano West
State Senator Joan Huffman October 2014 - Present
Texas House of Representatives - Committee on Public Health, Chair Lois Kolkhorst December 2012 - October 2014
Zinda & Davis, PLLC April 2012 - November 2012
The Innocence Project of Texas May 2011 - April 2012
Texas Senate - Capitol Office of Senator John Carona November 2006 - August 2009
GalleryWatch June 2004 - October 2006
SAMCO Capital Markets June 2004 - October 2004
Texas State Representative Ken Paxton September 2003 - May 2004
Skills
Microsoft Office, Mac OS, Westlaw, LexisNexis, Wordperfect, Speech Writing, Blogger, Public Speaking, French, Communication, Legislative Issues, Legal Writing
Education
Texas Tech University School of Law 2009 — 2011
Juris Doctorate, Law
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelors of Business Administration, Finance, General
Plano West
Ryan Wolfe Ryan Wolfe's SAMCO Capital Markets Experience April 2013 - February 2014
Job Senior Associate at glendonTodd Capital
Industry Venture Capital & Private Equity
Experience
glendonTodd Capital LLC September 2013 - Present
SAMCO Capital Markets April 2013 - February 2014
Hotel Akumal Caribe October 2012 - April 2013
Houlihan Lokey January 2012 - October 2012
glendonTodd Capital LLC May 2011 - December 2011
Texas Security Bank June 2010 - May 2011
Skills
PowerPoint, HTML, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, Microsoft Word, Healthcare Industry, Technology, Hospitality Industry, Estate Planning, Private Equity, Real Estate, Revenue Cycle Management, Valuation, Corporate Finance, Investment Banking, Equity Research, Market Research, Trading, Portfolio Management, Investments, Alternative Investments, Credit Risk, Credit Analysis, Factiva, IntraLinks, Equity Derivatives, Thompson One, Computer Hardware, Bloomberg Terminal, DCF, LBO, Mergers, Due Diligence, Corporate Development, Equity Valuation, Financial Analysis, Economics, Restructuring, Commercial Lending, Loans, Buy-side, Structured Finance, Financial Structuring, Sell Side, Capital Structure, Debt Restructuring, Special Situations, Finance
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BA, BS, Finance (3.98 GPA) with an emphasis in Accounting, Economics
glendonTodd Capital LLC September 2013 - Present
SAMCO Capital Markets April 2013 - February 2014
Hotel Akumal Caribe October 2012 - April 2013
Houlihan Lokey January 2012 - October 2012
glendonTodd Capital LLC May 2011 - December 2011
Texas Security Bank June 2010 - May 2011
Skills
PowerPoint, HTML, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, Microsoft Word, Healthcare Industry, Technology, Hospitality Industry, Estate Planning, Private Equity, Real Estate, Revenue Cycle Management, Valuation, Corporate Finance, Investment Banking, Equity Research, Market Research, Trading, Portfolio Management, Investments, Alternative Investments, Credit Risk, Credit Analysis, Factiva, IntraLinks, Equity Derivatives, Thompson One, Computer Hardware, Bloomberg Terminal, DCF, LBO, Mergers, Due Diligence, Corporate Development, Equity Valuation, Financial Analysis, Economics, Restructuring, Commercial Lending, Loans, Buy-side, Structured Finance, Financial Structuring, Sell Side, Capital Structure, Debt Restructuring, Special Situations, Finance
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BA, BS, Finance (3.98 GPA) with an emphasis in Accounting, Economics
Derek Cunningham Derek Cunningham's SAMCO Capital Markets Experience 2005 - 2007
Job CEO at Elite Crowdfund
Industry Investment Banking
Experience
Elite Crowdfund December 2014 - Present
U.S. Strategic Capital 2013 - Present
Enduring Hearts 2013 - Present
Compass Real Estate Fund III 2013 - Present
Compass Phoenix Fund 2011 - Present
Compass Alpha Fund 2010 - Present
Commerce Street Capital,LLC 2007 - 2013
SAMCO Capital Markets 2005 - 2007
Vector Marketing 2000 - 2004
Skills
Mergers & Acquisitions, Private Equity, Investments, Investment Banking, Venture Capital, Strategy, Banking, Start-ups, Financial Services, Funding, Equities, Mergers, Financial Analysis, Financial Modeling, Capital Markets, Capital, Asset Management, Alternative Investments, Portfolio Management, Finance, Real Estate, Corporate Development, Securities, Corporate Finance, Due Diligence, Valuation, Hedge Funds, Private Placements
Education
University of Georgia - Terry College of Business
BBA, Marketing, Finance
Louisiana State University - The Graduate School of Banking
3 year Graduate Degree Program
FINRA Securities Licenses - 7, 79 & 63.
Greater Atlanta Christian School
High School
Elite Crowdfund December 2014 - Present
U.S. Strategic Capital 2013 - Present
Enduring Hearts 2013 - Present
Compass Real Estate Fund III 2013 - Present
Compass Phoenix Fund 2011 - Present
Compass Alpha Fund 2010 - Present
Commerce Street Capital,LLC 2007 - 2013
SAMCO Capital Markets 2005 - 2007
Vector Marketing 2000 - 2004
Skills
Mergers & Acquisitions, Private Equity, Investments, Investment Banking, Venture Capital, Strategy, Banking, Start-ups, Financial Services, Funding, Equities, Mergers, Financial Analysis, Financial Modeling, Capital Markets, Capital, Asset Management, Alternative Investments, Portfolio Management, Finance, Real Estate, Corporate Development, Securities, Corporate Finance, Due Diligence, Valuation, Hedge Funds, Private Placements
Education
University of Georgia - Terry College of Business
BBA, Marketing, Finance
Louisiana State University - The Graduate School of Banking
3 year Graduate Degree Program
FINRA Securities Licenses - 7, 79 & 63.
Greater Atlanta Christian School
High School
Richard C. Pearce Richard C. Pearce's SAMCO Capital Markets Experience March 1999 - January 2004
Job Manager/Member at Ecesis, LLC
Industry Financial Services
Experience
Ecesis, LLC March 2010 - Present
BizCapital BIDCO, LLC, an Advantage Capital Partners Company July 2007 - February 2010
WILSHIRE LOUISIANA BIDCO, LLC January 2004 - July 2007
SAMCO CAPITAL MARKETS March 1999 - January 2004
Gulf Coast Bank & Trust Company December 1991 - March 1999
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Loans, Credit, SBA, Financial Analysis, Portfolio Management, Banking, Commercial Banking, Private Equity, Financial Modeling, Due Diligence, Mergers, USDA, Factoring, Asset Managment, Mergers & Acquisitions, Investments, Mortgage Lending, Finance, Strategic Planning, Funding, Risk Management, Loan Origination, Management, Business Planning
Education
Texas Tech University 1966 — 1969
BBA, Finance - Banking
ABA National Commercial Lending Graduate School 1996 — 1996
Diploma, Advanced commercial lending and portfolio management.
ABA Stonier Graduate School of Banking 1992 — 1995
Diploma, ABA Stonier Graduate School of Banking
New York Institute of Finance 1972 — 1972
Graduate, NYSE & NASD
Ecesis, LLC March 2010 - Present
BizCapital BIDCO, LLC, an Advantage Capital Partners Company July 2007 - February 2010
WILSHIRE LOUISIANA BIDCO, LLC January 2004 - July 2007
SAMCO CAPITAL MARKETS March 1999 - January 2004
Gulf Coast Bank & Trust Company December 1991 - March 1999
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Loans, Credit, SBA, Financial Analysis, Portfolio Management, Banking, Commercial Banking, Private Equity, Financial Modeling, Due Diligence, Mergers, USDA, Factoring, Asset Managment, Mergers & Acquisitions, Investments, Mortgage Lending, Finance, Strategic Planning, Funding, Risk Management, Loan Origination, Management, Business Planning
Education
Texas Tech University 1966 — 1969
BBA, Finance - Banking
ABA National Commercial Lending Graduate School 1996 — 1996
Diploma, Advanced commercial lending and portfolio management.
ABA Stonier Graduate School of Banking 1992 — 1995
Diploma, ABA Stonier Graduate School of Banking
New York Institute of Finance 1972 — 1972
Graduate, NYSE & NASD
Lee Bradley Lee Bradley's SAMCO Capital Markets Experience 2005 - 2007
Job Sr. Managing Director at Community Capital Advisors, Inc.
Industry Banking
Experience
Community Capital Advisors, Inc. November 2010 - Present
Compass Point Research & Trading, LLC October 2009 - June 2011
Southeast Financial Holdings, Inc. June 2009 - October 2009
Commerce Street Capital 2007 - June 2009
SAMCO Capital Markets 2005 - 2007
Skills
Capital Allocation
Education
Emory University
Bachelor's Degree, History
Community Capital Advisors, Inc. November 2010 - Present
Compass Point Research & Trading, LLC October 2009 - June 2011
Southeast Financial Holdings, Inc. June 2009 - October 2009
Commerce Street Capital 2007 - June 2009
SAMCO Capital Markets 2005 - 2007
Skills
Capital Allocation
Education
Emory University
Bachelor's Degree, History
John Healy's SAMCO Capital Markets Experience 2000 - 2002
Job Managing Director, Head of Operations CIB at SunTrust Robinson Humphrey
Industry Capital Markets
Experience
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
SunTrust Robinson Humphrey August 2012 - Present
Bank of America Merrill Lynch April 2010 - July 2012
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America March 2007 - August 2008
Bank of America June 2004 - March 2007
SAMCO Capital Markets 2000 - 2002
A.G. EDWARDS & SONS, INC. 1997 - 2000
LEVI STRAUSS & CO. 1995 - 1997
Skills
FX Options, Trading, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Options, Middle Office, Equities, FX trading, Finance, Investments, Proprietary Trading, Rates, Bloomberg, Hedge Funds, Swaps, Equity Derivatives
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Belmont Abbey College
Bachelor of Arts, Business Administration
Jeffrey Schier's SAMCO Capital Markets Experience January 2010 - December 2011
Job Executive Director Fixed Income Trading at Capital Guardian
Industry Financial Services
Experience
Capital Guardian April 2014 - Present
Gates Capital January 2012 - March 2014
SAMCO Capital Markets January 2010 - December 2011
Hapaolim Securities 1997 - 2008
Skills
Bloomberg, Bonds, Series 7, Fixed Income
Education
Brandeis University 1991 — 1995
Half Hollow Hills East
Capital Guardian April 2014 - Present
Gates Capital January 2012 - March 2014
SAMCO Capital Markets January 2010 - December 2011
Hapaolim Securities 1997 - 2008
Skills
Bloomberg, Bonds, Series 7, Fixed Income
Education
Brandeis University 1991 — 1995
Half Hollow Hills East
Chris Whitlock's SAMCO Capital Markets Experience 2009 - Present
Job Managing Director SAMCO Capital Markets, Inc.
Industry Financial Services
Experience
SAMCO Capital Markets 2009 - Present
Citi Group 1996 - 2009
Fidelity Investments 1993 - 1996
Skills
Series 63, Series 7, Municipal, Fixed Income
Education
The University of Dallas 1993 — 1996
MBA
University of Missouri-Columbia 1988 — 1992
SAMCO Capital Markets 2009 - Present
Citi Group 1996 - 2009
Fidelity Investments 1993 - 1996
Skills
Series 63, Series 7, Municipal, Fixed Income
Education
The University of Dallas 1993 — 1996
MBA
University of Missouri-Columbia 1988 — 1992
Todd Engemoen, CFA's SAMCO Capital Markets Experience April 2010 - May 2014
Job Senior Vice President at Citizens National Bank (Henderson, TX)
Industry Banking
Experience
Citizens National Bank (Henderson, TX) May 2014 - Present
SAMCO Capital Markets April 2010 - May 2014
Commerce Street Capital, LLC October 2007 - April 2010
SAMCO Capital Markets January 2007 - September 2007
Skills
Banking, Valuation, Private Equity, Loans, Mergers, Mergers & Acquisitions, Corporate Finance, Investments, Securities, Investment Banking, Financial Advisory, Portfolio Management, Due Diligence, Financial Modeling, Equities, Capital Markets, Fixed Income, Financial Analysis
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin
2006, Economics
Citizens National Bank (Henderson, TX) May 2014 - Present
SAMCO Capital Markets April 2010 - May 2014
Commerce Street Capital, LLC October 2007 - April 2010
SAMCO Capital Markets January 2007 - September 2007
Skills
Banking, Valuation, Private Equity, Loans, Mergers, Mergers & Acquisitions, Corporate Finance, Investments, Securities, Investment Banking, Financial Advisory, Portfolio Management, Due Diligence, Financial Modeling, Equities, Capital Markets, Fixed Income, Financial Analysis
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (M.B.A.), Finance
The University of Texas at Austin
2006, Economics
Dory Wiley's SAMCO Capital Markets Experience August 1996 - October 2007
Job President & CEO at Commerce Street Holdings
Industry Investment Banking
Experience
Commerce Street Capital October 2007 - Present
SAMCO Capital Markets August 1996 - October 2007
Rauscher Pierce Refsnes November 1989 - May 1996
Murray Savings 1988 - October 1989
Skills
Alternative Investments, Private Placements, Valuation, Investments, Private Equity, Credit Analysis, Financial Markets, Due Diligence, Portfolio Management, Mergers, Risk Management, Bloomberg, Capital Markets, Venture Capital, Financial Analysis, Investment Management, Financial Structuring, Loans, Mergers & Acquisitions, Financial Modeling, Asset Managment, Corporate Finance, Banking, Equities, Credit, Investment Banking, Treasury Management, Hedge Funds, Series 7, Securities, Structured Finance, Commercial Lending, Finance, Asset Allocation, Asset Management, Bonds, Business Valuation, Corporate Development, Executive Management, Fixed Income, IPO, Investment Advisory, Investment Strategies, Investor Relations, LBO, Trading, Series 63
Education
Southern Methodist University - Cox School of Business 1992 — 1994
MBA
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Accounting/Finance
Commerce Street Capital October 2007 - Present
SAMCO Capital Markets August 1996 - October 2007
Rauscher Pierce Refsnes November 1989 - May 1996
Murray Savings 1988 - October 1989
Skills
Alternative Investments, Private Placements, Valuation, Investments, Private Equity, Credit Analysis, Financial Markets, Due Diligence, Portfolio Management, Mergers, Risk Management, Bloomberg, Capital Markets, Venture Capital, Financial Analysis, Investment Management, Financial Structuring, Loans, Mergers & Acquisitions, Financial Modeling, Asset Managment, Corporate Finance, Banking, Equities, Credit, Investment Banking, Treasury Management, Hedge Funds, Series 7, Securities, Structured Finance, Commercial Lending, Finance, Asset Allocation, Asset Management, Bonds, Business Valuation, Corporate Development, Executive Management, Fixed Income, IPO, Investment Advisory, Investment Strategies, Investor Relations, LBO, Trading, Series 63
Education
Southern Methodist University - Cox School of Business 1992 — 1994
MBA
Texas Tech University - Rawls College of Business 1983 — 1987
BBA, Accounting/Finance
Matthew Dakil's SAMCO Capital Markets Experience February 2009 - Present
Job Fixed Income Sales & Trading
Industry Capital Markets
Experience
SAMCO Capital Markets February 2009 - Present
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Business Development, Capital Markets, Investments, Investment Banking, Trading, Bonds, FINRA, Financial Advisory, Bloomberg, Series 63, Series 7, Municipal Bonds, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Dallas
Bachelor of Arts (B.A.), Economics & Finance
SAMCO Capital Markets February 2009 - Present
Merrill Lynch May 2007 - August 2007
Skills
Fixed Income, Business Development, Capital Markets, Investments, Investment Banking, Trading, Bonds, FINRA, Financial Advisory, Bloomberg, Series 63, Series 7, Municipal Bonds, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Dallas
Bachelor of Arts (B.A.), Economics & Finance
Quentin Boyd's SAMCO Capital Markets Experience
Job Fixed Income Income Sales & Trading
Industry Financial Services
Experience
SAMCO Capital Markets
Skills
Series 7, Series 63, Bonds
Education
Sam Houston State University
SAMCO Capital Markets
Skills
Series 7, Series 63, Bonds
Education
Sam Houston State University
Gayla Perkins Lopez's SAMCO Capital Markets Experience April 1988 - September 2007
Job Chief Administrative Officer at Commerce Street Capital,LLC
Industry Investment Banking
Experience
Commerce Street Capital,LLC (Member FINRA/SIPC) October 2007 - Present
SAMCO Capital Markets April 1988 - September 2007
Education
Southern Methodist University
Bachelor of Arts (B.A.), Political Science
University of Arkansas at Fayetteville
Commerce Street Capital,LLC (Member FINRA/SIPC) October 2007 - Present
SAMCO Capital Markets April 1988 - September 2007
Education
Southern Methodist University
Bachelor of Arts (B.A.), Political Science
University of Arkansas at Fayetteville
Charles Engel's SAMCO Capital Markets Experience March 1996 - September 2011
Job Janney Capital Markets Managing Director High Yield and Distressed Trading
Industry Financial Services
Experience
Janney Montgomery Scott December 2011 - Present
MF Global September 2011 - December 2011
SAMCO Capital Markets March 1996 - September 2011
Skills
Trading
Education
Stephen F. Austin State University 1986 — 1990
BBA, Finance
Janney Montgomery Scott December 2011 - Present
MF Global September 2011 - December 2011
SAMCO Capital Markets March 1996 - September 2011
Skills
Trading
Education
Stephen F. Austin State University 1986 — 1990
BBA, Finance
Brian Grubbs's SAMCO Capital Markets Experience January 2015 - Present
Job Public Finance
Industry Investment Banking
Experience
SAMCO Capital Markets January 2015 - Present
Southwest Securities, Inc. August 2001 - January 2015
Education
Hardin-Simmons University 1999 — 2001
Master of Business Administration (MBA), Finance
Texas A&M University 1997 — 1999
Biomedical Science
Blinn College 1995 — 1997
SAMCO Capital Markets January 2015 - Present
Southwest Securities, Inc. August 2001 - January 2015
Education
Hardin-Simmons University 1999 — 2001
Master of Business Administration (MBA), Finance
Texas A&M University 1997 — 1999
Biomedical Science
Blinn College 1995 — 1997
Tom Loeffelholz's SAMCO Capital Markets Experience 1997 - 1999
Job USA Cycling Official, USA Cycling Motoref Official
Industry Sports
Experience
Express Personnel, Inc. January 2014 - Present
Self March 2012 - Present
Just Apparaisals July 2012 - December 2013
405 Bicycles December 2011 - April 2012
Native American Housing Services, Inc. 2009 - 2011
Schlegel Bicycles 2006 - 2009
Stonehouse Marketing Services 2004 - 2006
Tom Loeffelholz Appraisals 1998 - 2004
SAMCO Capital Markets 1997 - 1999
Liberty Bank and Trust Company 1981 - 1994
Skills
Sales, Finance, Nonprofits, Strategic Planning, Leadership, Cycling, Professional Services, Investments, Management, Start-ups, New Business Development, Process Improvement, Business Strategy, Android, Bicycle Racing, Motorcycling, Construction, Financial Analysis, Financial Reporting, Corporate Finance, Small Boat Operations, Fair Housing, Fishing, Affordable Housing, Appraisals, Analysis, Business Analysis, Investment Banking, Microsoft Office, iOS, Boating, Sports Marketing, Customer Service, Marketing, Event Planning, Marketing Strategy, Team Building
Education
University of Oklahoma 1975 — 1981
BBA, Finance
The University of Oklahoma 1975 — 1980
Bachelor of Business Administration (BBA), Finance, General
Express Personnel, Inc. January 2014 - Present
Self March 2012 - Present
Just Apparaisals July 2012 - December 2013
405 Bicycles December 2011 - April 2012
Native American Housing Services, Inc. 2009 - 2011
Schlegel Bicycles 2006 - 2009
Stonehouse Marketing Services 2004 - 2006
Tom Loeffelholz Appraisals 1998 - 2004
SAMCO Capital Markets 1997 - 1999
Liberty Bank and Trust Company 1981 - 1994
Skills
Sales, Finance, Nonprofits, Strategic Planning, Leadership, Cycling, Professional Services, Investments, Management, Start-ups, New Business Development, Process Improvement, Business Strategy, Android, Bicycle Racing, Motorcycling, Construction, Financial Analysis, Financial Reporting, Corporate Finance, Small Boat Operations, Fair Housing, Fishing, Affordable Housing, Appraisals, Analysis, Business Analysis, Investment Banking, Microsoft Office, iOS, Boating, Sports Marketing, Customer Service, Marketing, Event Planning, Marketing Strategy, Team Building
Education
University of Oklahoma 1975 — 1981
BBA, Finance
The University of Oklahoma 1975 — 1980
Bachelor of Business Administration (BBA), Finance, General
John Dugan II's SAMCO Capital Markets Experience September 2014 - Present
Job Institutional Fixed Income Sales at SAMCO Capital Markets
Industry Financial Services
Experience
SAMCO Capital Markets September 2014 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Municipal Bonds, Institutional Sales, Fixed Income, Microsoft Excel, Public Speaking, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Marketing, Social Media, Data Analysis, Research
Education
University of Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
SAMCO Capital Markets September 2014 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Municipal Bonds, Institutional Sales, Fixed Income, Microsoft Excel, Public Speaking, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Marketing, Social Media, Data Analysis, Research
Education
University of Alabama 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jack Logan's SAMCO Capital Markets Experience June 2004 - Present
Job Managing Director at SAMCO Capital Markets
Industry Financial Services
Experience
SAMCO Capital Markets June 2004 - Present
BOSC June 2003 - June 2004
Skills
Investments, Business Strategy, Strategic Planning, Asset Management, Capital Markets, Corporate Finance, Project Management, Strategy, Fixed Income, Business Development
Education
The University of Texas at Austin 1969 — 1970
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1965 — 1969
Bachelor’s Degree, Finance, General
SAMCO Capital Markets June 2004 - Present
BOSC June 2003 - June 2004
Skills
Investments, Business Strategy, Strategic Planning, Asset Management, Capital Markets, Corporate Finance, Project Management, Strategy, Fixed Income, Business Development
Education
The University of Texas at Austin 1969 — 1970
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1965 — 1969
Bachelor’s Degree, Finance, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial