Sanders Morris Harris

Industry: Company

Description

Headquarters: Houston, TX Founded: 1987 Parent organizations: Sanders Morris Harris Group, Inc., Pinnacle Summer Investments, Inc. Subsidiary: Sanders Morris Harris LLC, Asset Management Arm

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Sanders Morris Harris Employees

Employee
Years
Job
Industry
Drew Allen Drew Allen Houston, Texas Details
Drew Allen's Sanders Morris Harris Experience July 2007 - July 2008
Job Senior Vice President, Macquarie Bank, Energy Capital Group
Industry Banking
Experience
Macquarie Bank  July 2008 - Present
Sanders Morris Harris   July 2007 - July 2008
Ernst & Young  January 2006 - July 2007

Skills
Due Diligence, Valuation, Investment Banking, Financial Analysis, Energy, Corporate Finance, Mergers & Acquisitions, Financial Services, Investments

Education
Arizona State University   2001 — 2005
Finance

Daniel Brunello Daniel Brunello Houston, Texas Area Details
Daniel Brunello's Sanders Morris Harris Experience June 2001 - October 2002
Job Sr. Planning Analyst at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management  2004 - Present
UBS Wealth Management  2002 - 2003
Sanders Morris Harris   June 2001 - October 2002
The Exchange, Inc.   July 1995 - September 1997

Education
Jones Graduate School of Business, Rice University   1999 — 2001
MBA, Marketing Research

The University of Texas at Austin - The Red McCombs School of Business   1991 — 1995
BBA, Finance

Karen Kane Karen Kane Houston, Texas Details
Karen Kane's Sanders Morris Harris Experience 1996 - 2009
Job Contract Supervisory Analyst
Industry Financial Services
Experience
Contract SA at BTIG, LLC and JonesTrading, LLC   Supervisory Analyst / Managing DirectorMorgan Joseph TriArtisanMarch 2011 - November 2011
Madison Williams and Company  September 1996 - December 2010
Sanders Morris Harris   1996 - 2009

Skills
Equity Research, Equities, Capital Markets, Management, PowerPoint, Valuation, Investment Banking, Strategic Planning

Education
Cornell University
B.S., Economics

Robert Lane Robert Lane Houston, Texas Area Details
Robert Lane's Sanders Morris Harris Experience November 2004 - December 2009
Job Chief Financial Officer
Industry Oil & Energy
Experience
Emerge Energy Services LP   November 2012 - June 2015
Global Hunter Securities  December 2011 - November 2012
Madison Williams and Company  December 2009 - December 2011
Sanders Morris Harris   November 2004 - December 2009
Unico Corporation   August 2003 - September 2004
Vulcan Capital Management   April 1998 - April 2003
Smith Barney  1994 - 1997

Skills
Financial Modeling, Private Equity, Mergers, Corporate Finance, Investment Banking, Treasury, Capital Markets, Corporate Development, Accounting, Valuation, Mergers & Acquisitions, Investments, Equity Research, Business Strategy, Equities, Finance, IPO

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA, Accounting, Finance, Management, Marketing, Operations

Princeton University   1990 — 1994
AB, Politics, Economics, Psychology

University of Houston, C.T. Bauer College of Business   2009 — 2010
Certificate in Accounting, Accounting

Jonah Sulak Jonah Sulak Greater Los Angeles Area Details
Jonah Sulak's Sanders Morris Harris Experience July 1997 - October 2006
Job Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners  July 2007 - Present
Asentinel  December 2014 - Present
Predictix  November 2014 - Present
LogicBlox  November 2014 - Present
Verisae  January 2013 - Present
CompassLearning  January 2010 - Present
Various  May 2009 - April 2013
Sanders Morris Harris   July 1997 - October 2006

Education
The University of Texas at Austin - Red McCombs School of Business   1993 — 1997
BBA

Bob Clifford Bob Clifford Marina Del Rey, California Details
Bob Clifford's Sanders Morris Harris Experience January 2002 - October 2007
Job Founding Partner at Liquid Venture Partners
Industry Investment Banking
Experience
Liquid Venture Partners   July 2014 - Present
MDB Capital Group  August 2010 - June 2014
ThinkEquity LLC  2007 - August 2010
Sanders Morris Harris   January 2002 - October 2007

Education
University of Southern California   1981 — 1985
Bachelor of Science, Business Administration

Gregory Noble Gregory Noble Houston, Texas Area Details
Gregory Noble's Sanders Morris Harris Experience May 1997 - December 1997
Job General Manager Rick Peterson & Associates Recruiting, Consulting, Mergers & Acquisitions For The Financial Sector
Industry Staffing and Recruiting
Experience
Rick Peterson & Associates   May 2011 - Present
Teocalli Capital Strategies   March 2011 - Present
Hughes & Associates  April 2010 - March 2011
Aurora Financial Solutions   September 2006 - October 2009
Petrosearch Energy Corporation (acquired by DBLE)   January 2003 - October 2006
Excelsior Exploration Company   January 2002 - January 2003
UBS  March 1998 - January 2002
Sanders Morris Harris   May 1997 - December 1997
Morgan Keegan  April 1996 - April 1997
Dean Witter Reynolds  February 1995 - March 1996

Skills
Equities, Capital Markets, Investments, Recruiting, Brokerage Recruting, Proprietary Trading, Negotiation, Financial Advisory, Public Speaking, Mergers & Acquisitions, Start-ups, Trading, Asset Management, Venture Capital, New Business Development, Mergers, Entrepreneurship, Strategy, Finance, Financial Markets, Asset Managment, Corporate Finance, Equity Trading, Business Planning, Sales, Team Building, Funding, Executive Management, Analysis, Fundraising, Investor Relations, Mutual Funds, Hedge Funds, Business Strategy, Portfolio Management, Strategic Financial..., Private Equity, Managerial Finance, Deal Execution, Deal Structuring, Angel Investing, Leadership Development, Cold Calling, Financial Planning, Analytical Skills, Non-profits, Roadshows, Financial Services, Event Planning, Event Management

Education
University of Vermont   1982 — 1986
BA, English, Political Science

Choate Rosemary Hall   1978 — 1982
Honors, Political Science and Government

Scott J. Drysdale Scott J. Drysdale Houston, Texas Area Details
Scott J. Drysdale's Sanders Morris Harris Experience February 2007 - February 2008
Job President, Drysdale Financial Services
Industry Investment Management
Experience
Drysdale Financial Services   February 2013 - Present
The Northern Trust Company  October 2013 - July 2015
Vaughan Nelson Investment Management (Natixis)   October 2011 - February 2013
Invesco Ltd.  March 2008 - April 2011
Sanders Morris Harris   February 2007 - February 2008
Street Paladin, llc   October 2005 - February 2007
Columbia Management Group  May 1994 - September 2004
First Interstate Bank (Wells Fargo)   July 1987 - April 1994
Birr, Wilson & Co   July 1985 - July 1987
Boettcher & Co   August 1982 - June 1985

Skills
Portfolio Management, Investments, Equities, Investment Management, Equity Research, Valuation, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Series 7, Due Diligence, Investment Strategies, Management, Financial Markets, Financial Services, ETFs, Asset Allocation, Financial Advisory, Leadership, Wealth Management, Strategy, Finance, Institutional..., Hedging, Client Relationship..., Capital Markets, Investment Banking, Investor Relations, Securities, Derivatives, Business, Wealth Management..., Marketing Strategy, Investment Advisory, Private Equity, Bonds, Trading, Strategic Planning, Economics, Financial Risk, Emerging Markets, Financial Modeling, Options

Education
University of Oregon - Charles H. Lundquist College of Business   1979 — 1981
MBA, Finance

Washington State University   1971 — 1975
BA, Hotel & Restaurant Administration

Ines Franco Fatzinger Ines Franco Fatzinger Ayer, Massachusetts Details
Ines Franco Fatzinger's Sanders Morris Harris Experience January 2000 - December 2001
Job Client Services
Industry Investment Banking
Experience
Sanders Morris Harris   January 2000 - December 2001
Lighthouse Capital Management, Inc.   June 1997 - January 2000
Trammell Crow Company  March 1996 - June 1997
The Hanke Group, P.C. (formerly known as Hanke, Green & Stein, P.C. ) Certified Public Accountants   August 1994 - January 1996
Griffin & Howell, P.C. (Certified Public Accountants)   January 1991 - August 1994

Skills
Solid computer skills, Microsoft Office, Editing, Creative Writing, Resume Writing, Online Research, Customer Service, Shutterfly, Twitter, Facebook, Accounts Payable, Accounts Receivable, Retail Sales

Education
Our Lady of the Lake University   1994 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General

Angelo State University   1987 — 1990
Bachelor of Business Administration (B.B.A.), Management

Odessa College   1984 — 1987
Associate of Arts and Sciences (A.A.S.)

Scott J. Berry Scott J. Berry Greater New York City Area Details
Scott J. Berry's Sanders Morris Harris Experience May 2006 - December 2007
Job Healthcare and Technology Entrepreneur, Consultant, Analyst, and Advisor
Industry Information Technology and Services
Experience
Digitalics, LLC   October 2014 - Present
Safety Technologies, LLC   October 2010 - Present
Zillion (formerly HealthFleet, Inc.)   May 2014 - October 2014
SUNY Westchester Community College  August 2013 - December 2013
Socrates Healthcare, Inc.   February 2013 - September 2013
Digitalics, LLC   July 2002 - February 2013
Steeplechase Networks   June 2008 - March 2010
Sanders Morris Harris   May 2006 - December 2007
Sanders Morris Harris   April 2005 - April 2006
BlazePhotonics, Ltd.   November 2001 - June 2002

Skills
Financial Modeling, Product Management, Product Strategies, Project Management, Product Marketing, Strategic Planning, Entrepreneurship, Presentation Development, Financial Analysis, Start-ups, Competitive Analysis, Marketing Strategy, Product Development, Valuation, SaaS, Strategy, Leadership, Business Planning, Market Research, Consulting, Training, Analysis, Management, Telecommunications, Integration, CRM, Marketing, Solution Selling, Sales, Finance, Start-up Consulting, Cross-functional Team..., Professional Services, Software Development, Business Strategy, Management Consulting, Executive Management, Cloud Computing, Strategic Partnerships, Business Development, Go-to-market Strategy, Analytics, Mergers & Acquisitions, New Business Development, Venture Capital, Digital Media, Investments, E-commerce

Education
Wharton/AT&T, Stanford University, Brown University   1996 — 1996
Corporate Executive mini-MBA

Stanford University   1981 — 1982
MSEE, Fourier and Statistical Optics

Brown University   1977 — 1981
ScB, Engineering and Economics

Jon Wessels Jon Wessels Greater New York City Area Details
Jon Wessels's Sanders Morris Harris Experience November 2003 - December 2012
Job Financial Advisor at Wunderlich Securities
Industry
Experience
Wunderlich Securities  December 2012 - Present
Sanders Morris Harris   November 2003 - December 2012
Wachovia Securities Financial Network  July 2003 - November 2003
Prudential Securities Incorporated  June 2001 - July 2003

Education
State University of New York at Buffalo
Bachelor of Business Administration (BBA)

Russell Lessard Russell Lessard Houston, Texas Area Details
Russell Lessard's Sanders Morris Harris Experience April 2014 - September 2015
Job Estate Planning Attorney
Industry Law Practice
Experience
Vacek, Freed & Thain, PLLC   September 2015 - Present
Sanders Morris Harris   April 2014 - September 2015
Gulf States Financial Services  December 2012 - March 2014
SunAmerica Financial Group  February 2012 - December 2012
SunAmerica Financial Group  June 1996 - December 2012
PaineWebber  1993 - 1996

Skills
FINRA, Securities, AML, OFAC, Series 24, Anti Money Laundering, Bank Secrecy Act, KYC, Financial Services, USA PATRIOT Act, Fraud, Insurance, Mutual Funds, Due Diligence, Sanction, Financial Institutions, Series 7, Financial Regulation, Investments, Investment Advisers Act, Operational Risk, Regulations, SEC, Alternative Investments, Corporate Governance, Investment Management, Series 63, Securities Regulation, Investment Advisory, Investment Company Act, CAMS, FCPA, Risk Management, Foreign Corrupt..., Private Placements

Education
South Texas College of Law   1998 — 2001
Doctor of Law (JD), Law

University of St. Thomas (TX)   1994 — 1996
Master of Business Administration (MBA), Finance, General

University of Houston, C.T. Bauer College of Business   1991 — 1993
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General

Derek Schulz Derek Schulz Houston, Texas Area Details
Derek Schulz's Sanders Morris Harris Experience 2006 - August 2009
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

Rosabel Dana Rosabel Dana Houston, Texas Details
Rosabel Dana's Sanders Morris Harris Experience July 2008 - 2013
Job Executive Assistant Compliance
Industry Financial Services
Experience
Patriot Wealth Management, Inc.   July 2013 - Present
Sanders Morris Harris   July 2008 - 2013
Sanders Morris Harris   June 2008 - March 2012
Sanders Morris Harris   May 1998 - June 2008
GulfStar Group  1992 - 1998

Skills
Investments, FINRA, Series 7, Financial Analysis, Risk Management, Accounting, Management, Securities, Equities, Financial Services, Microsoft Office

Education
University of Houston-Downtown   2006 — 2009
Bachelor of Business Administration (BBA), Finance, General

Grant Meek Grant Meek Austin, Texas Details
Grant Meek's Sanders Morris Harris Experience August 2005 - July 2008
Job Sr. Advisor, Commerical Business Strategy & Corporate Development at Dell
Industry Venture Capital & Private Equity
Experience
Dell  July 2012 - Present
Group M Investments   June 2009 - November 2012
Intervale Capital  July 2008 - June 2009
Sanders Morris Harris   August 2005 - July 2008
Merrill Lynch  July 2004 - August 2005
Merrill Lynch  August 1999 - July 2004

Skills
Brazilian Portuguese, Financial Modeling, Due Diligence, Investment Banking, Private Equity, Real Estate Private..., SEO, Portfolio Management, Finance, Equities, Investments, Business Strategy

Education
Southern Methodist University   2010 — 2012
Master of Business Administration (MBA), Accounting and Strategy

Northeastern State University   2000 — 2004
Bachelor of Business Administration (BBA), Finance, 3.76

Nitin Mittal Nitin Mittal Greater New York City Area Details
Nitin Mittal's Sanders Morris Harris Experience 2002 - 2004
Job
Industry Internet
Experience
Potomac Crest Partners   August 2008 - Present
Branding Brand  March 2014 - Present
Branding Brand  July 2012 - April 2014
Branding Brand  November 2008 - February 2014
Stelliam Investment Management  June 2007 - May 2008
The Royal Bank of Scotland  2005 - 2007
Credit Suisse First Boston  2004 - 2005
Sanders Morris Harris   2002 - 2004
Crest Advisors   2002 - 2004

Skills
E-commerce, Leadership, Mobile Applications, Strategic Partnerships, Management, Mobile Devices, Analytics, Start-ups, Entrepreneurship, Mobile Marketing, Online Advertising, Online Marketing, SEO, Digital Marketing, Product Management, SEM, Web Analytics, Strategy, Business Strategy, Mobile Technology

Education
Columbia University in the City of New York   2001 — 2002
Master of Science (MS)

University of Michigan   1997 — 2001
Bachelor of Science (BS)

Jon Wessels Jon Wessels New York, New York Details
Jon Wessels's Sanders Morris Harris Experience November 2003 - December 2012
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  December 2012 - Present
Sanders Morris Harris   November 2003 - December 2012
Prudential Securities  June 2000 - November 2003

Education
State University of New York at Buffalo   1996 — 2000
Bachelor of Science (BS), Finance

Clarkstown High School North   1992 — 1996

Michael Skinner Michael Skinner Greater New York City Area Details
Michael Skinner's Sanders Morris Harris Experience January 2006 - August 2006
Job Managing Director US Government Agency trading at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities  July 2011 - Present
Wall Street Access  September 2006 - July 2011
Sanders Morris Harris   January 2006 - August 2006
Advest, Inc.   August 2003 - December 2005
Prudential Securities  June 1996 - August 2003

Skills
Fixed Income, Capital Markets, Equities, Investments, Series 7, Series 63, Series 24, series 79, Bonds, Government Bonds

Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Communications

Erika McNichol Erika McNichol Greeley, Colorado Details
Erika McNichol's Sanders Morris Harris Experience February 2011 - May 2012
Job District Operations Coordinator at H&R Block
Industry Retail
Experience
H&R Block  July 2013 - Present
King Soopers  March 2013 - June 2013
Sanders Morris Harris   February 2011 - May 2012
Best Buy  October 2002 - October 2010

Skills
Type 75 WPM, Expert in Microsoft Word, Intermediate in..., Expert in Microsoft..., Intermediate in..., Intermediate in..., Leadership Development, Performance Management, Employee Training, Employee Orientations, Staffing Plans, Affirmative Action..., Labor Management, Recruiting, World Class Customer..., Management, Leadership, Profit Maximization, Employee Files, Human Resources, Promotions, Loss Prevention, Planograms, Inventory Management, New Store Openings, Deposits, Cash-flow Management, Payroll, Workers Compensation, Customer Retention, Sales Growth, Financial Services, Employee Relations, Hiring, Customer Satisfaction, Process Improvement

Education
Capella University   2010 — 2014
Bachelor's Degree, Psychology, NA

Colorado State University   2002 — 2004
Bachelor of Science (B.S.), Psychology

Nicole Hetterich Nicole Hetterich Dallas/Fort Worth Area Details
Nicole Hetterich's Sanders Morris Harris Experience January 2004 - December 2006
Job Presslink Printing, Ltd.
Industry Printing
Experience
Presslink Printing, Ltd.   December 2006 - Present
Sanders Morris Harris   January 2004 - December 2006
Southwest Securities  December 2000 - December 2002

Skills
Direct Mail, Business Networking, Corporate Gifts, Logo Design, Account Management, New Business Development, Management, Offset Printing, Sales Operations, Direct Marketing, Marketing, Print Management, Lead Generation, Sales Process

Education
Texas Woman's University

Bill Hurt Bill Hurt Houston, Texas Details
Bill Hurt's Sanders Morris Harris Experience May 2001 - September 2011
Job Senior Managing Director at U.S. Capital Advisors LLC
Industry Investment Management
Experience
U.S. Capital Advisors LLC   September 2011 - Present
Sanders Morris Harris   May 2001 - September 2011
JP Morgan Chase  February 1999 - May 2001
JP Morgan Investment Management  June 1990 - June 1998
Texas Commerce Bank  February 1981 - June 1990

Skills
Series 7, Investments, Hedge Funds, Equities, Private Equity, Securities, Mergers, Asset Managment, Wealth Management, Due Diligence, Investment Banking, Alternative Investments, Financial Modeling, Portfolio Management, Capital Markets

Education
University of Virginia   1972 — 1976
BA, Government

University of Houston   1984 — 1986
MBA, Business Administration

Scott A. Nedrow Scott A. Nedrow Greater Pittsburgh Area Details
Scott A. Nedrow's Sanders Morris Harris Experience May 2006 - March 2008
Job Nedrow Outdoors, LLC.
Industry Marketing and Advertising
Experience
Nedrow Outdoors   March 2008 - Present
Outdoor Connection   January 2011 - November 2012
Gander Mountian   June 2010 - December 2011
Cottonwood Outfitters   August 2008 - December 2008
Sanders Morris Harris   May 2006 - March 2008
Ryan Beck & Co.   November 2003 - April 2006
Kaufman Bros.  June 2001 - November 2003
Deutsche Bank  October 1990 - May 2001
C.J. Lawrence Morgan Grenfell Tokyo, Japan   May 1988 - October 1990
C.J. Lawrence Inc, NY, NY   November 1983 - May 1988

Skills
Investments, Equities, Hedge Funds, Investment Banking, Asset Managment, outfitting and guiding, Outdoor Adventures, Hunting, fishing, Backpacking, Survival Training, Coaching, Asset Management, Fishing, Strategic Planning, Capital Markets, Management, Mutual Funds, Investment Management, Executive Management, Marketing, Financial Services, Trading, Small Business, Banking, Advertising, Marketing Strategy, Public Relations, Sales, Social Media, Social Media Marketing

Education
Emory University - Goizueta Business School   1978 — 1980
MBA, Finance & accounting

University of Pittsburgh   1973 — 1978
BA, Economics/Political Sciences- Major; Philosophy - Minor.

Ringgold High School   1970 — 1973
Academic

Kathryn R. Mills Kathryn R. Mills Houston, Texas Area Details
Kathryn R. Mills's Sanders Morris Harris Experience April 2007 - June 2008
Job Business Development Specialist at EmCert
Industry Utilities
Experience
Nu Skin Enterprises  August 2010 - Present
EmCert   July 2010 - Present
Entergy  June 2008 - Present
Sanders Morris Harris   April 2007 - June 2008

Education
LeTourneau University   2004 — 2006
BS, Business Administration, Minors in Finance and Spanish

Geoffrey Gates Geoffrey Gates Greater New York City Area Details
Geoffrey Gates's Sanders Morris Harris Experience June 2003 - June 2009
Job Consultant in Oil, Mining & Water Investments
Industry Financial Services
Experience
Gates Consultants   December 2011 - Present
Sanders Morris Harris   June 2003 - June 2009

Skills
Due Diligence, Venture Capital, Private Equity, Mining, Base Metals, Investment Banking, Gold, Mergers, Equities, Energy, Valuation, Investments, Investor Relations, Minerals, Emerging Markets, Commodity, Joint Ventures, Mergers & Acquisitions, Trading, Corporate Development, Management Consulting, IPO, Analysis, Corporate Finance

Education
Princeton University
Bachelor's Degree, English

St. Pauls' School, Concord, NH

Jeffrey Maitles Jeffrey Maitles Greater New York City Area Details
Jeffrey Maitles's Sanders Morris Harris Experience January 2006 - December 2006
Job Senior Fixed Income Trader at First Empire Securities, Inc
Industry Financial Services
Experience
First Empire Securities, Inc  September 2010 - Present
Zeus Securities   December 2009 - September 2010
Sanders Morris Harris   January 2006 - December 2006
Advest, Inc.   July 2003 - December 2005
DebtTraders   September 2002 - July 2003
Merrill Lynch  September 1984 - September 2002

Skills
Fixed Income, Capital Markets, Trading, Securities, Bonds, Certificates of Deposit, Electronic Trading, Financial Markets, Bloomberg, Trading Systems, Investments, High Yield, Portfolio Management, Wealth Management, Investment Strategies, Asset Management, Hedge Funds, Financial Services, Series 7, Options, MBS, Equities, Alternative Investments, Derivatives

Education
University at Buffalo   1980 — 1984
B.A., Economics & Computer Science

Newfield High School   1977 — 1980

David Hayward David Hayward Madison, Wisconsin Area Details
David Hayward's Sanders Morris Harris Experience January 1998 - January 2001
Job Mortgage Loan Originator at Thompson Kane & Company, LLC.
Industry Financial Services
Experience
Thompson Kane & Co, LLC   May 2012 - April 2013
Barrington Research   May 2006 - February 2009
Maxim Group L.L.C   April 2007 - May 2008
Blaylock & Partners L.P   March 2005 - March 2006
William Blair & Company  January 2001 - January 2003
Sanders Morris Harris   January 1998 - January 2001
Merrill Lynch  January 1997 - January 1998

Skills
Investments, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Asset Managment, Wealth Management, Strategic Financial..., Trading, Hedge Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Mortgage Lending

Education
Texas Christian University   1994 — 1996
Master, Business Administration

University of Texas at   1987 — 1991
Bachelor of Arts, Economics

Daniel Y. Wang Daniel Y. Wang Houston, Texas Area Details
Daniel Y. Wang's Sanders Morris Harris Experience June 2005 - August 2005
Job Digital Manager at Direct Energy
Industry Oil & Energy
Experience
Direct Energy  February 2014 - Present
Direct Energy  December 2012 - February 2014
Direct Energy  September 2010 - December 2012
Cofolio   September 2010 - January 2012
Shell Oil Company  July 2006 - April 2010
Sanders Morris Harris   June 2005 - August 2005
Smarter Solutions, Inc.   January 2004 - May 2004

Skills
Financial Modeling, Financial Analysis, Business Development, Business Analysis, Valuation, Analysis, Corporate Finance, Natural Gas, Forecasting, Project Management, Strategic Planning, Data Analysis, Commodity Markets, Sales, Public Speaking, Business Networking, Business Strategy, Business Planning, Energy, Budgets

Education
The University of Texas at Austin - The Red McCombs School of Business   2002 — 2006
Majors: Business Honors Program/Finance : Minor: Chinese

National University of Singapore   2004 — 2004
Study Abroad Exchange Program

Curtis Thom Curtis Thom Newport Beach, California Details
Curtis Thom's Sanders Morris Harris Experience August 2003 - June 2005
Job Managing Director of Institutional Equities at Roth Capital Partners
Industry Investment Banking
Experience
Roth Capital Partners  September 2014 - Present
Roth Capital Partners  September 2011 - Present
Gleacher & company  November 2007 - August 2011
WR Hambrecht + Co  June 2005 - November 2007
Sanders Morris Harris   August 2003 - June 2005
Adams Harkness  July 1999 - June 2003
EVEREN   August 1997 - June 1999
Raymond James & Associates, Inc   1996 - 1996
Pitney Bowes  July 1993 - December 1995
PwC  September 1991 - July 1993

Skills
Equities, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Derivatives, Due Diligence, Emerging Markets, Equity Research, Equity Sales, Equity Trading, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Institutional, Institutional Sales, Investment Advisory, Investment Management, Investor Relations, Mergers, Portfolio Management, Securities, Series 63, Valuation, Venture Capital

Education
The University of Chicago Booth School of Business   1995 — 1997
MBA, Finance and Economics

University of Illinois at Urbana-Champaign   1987 — 1991
BS, Accounting

University of Illinois at Urbana-Champaign   1987 — 1991
business

University of Illinois at Urbana-Champaign   1987 — 1991
Bachelor of Science (BS), accounting

University of Illinois at Urbana-Champaign - College of Business   1987 — 1991
Bachelor of Science (BS), Accounting

William Page William Page Houston, Texas Details
William Page's Sanders Morris Harris Experience 1998 - 2006
Job Managing Director at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC   July 2012 - Present
Stephens Inc.  2009 - June 2012
Energy Capital Solutions (Acquired by Stephens)   2008 - 2009
Citigroup Global Markets  2006 - 2008
Sanders Morris Harris   1998 - 2006

Skills
Mergers & Acquisitions, Investment Banking

Education
The University of Texas at Austin   1994 — 1998
BBA, Finance with a Concentration in Accounting

Stephen Cordill Stephen Cordill Houston, Texas Details
Stephen Cordill's Sanders Morris Harris Experience April 2006 - August 2011
Job Deutsche Bank Private Wealth Management
Industry Financial Services
Experience
Deutsche Bank Asset & Wealth Management  August 2013 - Present
The Joy School  June 2013 - Present
Merrill Lynch Private Banking & Investment Group  August 2011 - August 2013
Sanders Morris Harris   April 2006 - August 2011
Park Sutton Advisors   2009 - 2011
Alkeon Capital Management  2009 - 2011
Presbyterian School  2003 - 2010
Oppenheimer & Co.   January 1992 - March 2006
CIBC World Markets Corp.  2000 - 2004
Alliance Capital Management  March 1990 - December 1991

Skills
Investments, Investment Advisory, Investment Strategies, Alternative Investments, Tax Law, Estate Tax Planning, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Advisory, Financial Services, High Net Worth..., Mutual Funds, Private Banking, Series 7, Wealth Management, Wealth Management..., Financial Planning, Asset Management, Due Diligence

Education
University of Notre Dame Law School   1978 — 1981
Juris Doctor, Law

Indiana University - Kelley School of Business   1974 — 1978
Bachelor of Science (BS), Accounting, Business Administration

DePaul University College of Law   1982 — 1985
LL.M., Tax Law

Michelle Kerr Michelle Kerr Houston, Texas Details
Michelle Kerr's Sanders Morris Harris Experience February 2007 - June 2009
Job Office Manager / Executive Assistant
Industry Oil & Energy
Experience
Reliance  October 2013 - Present
C&Co/PrinceRidge LLC   November 2011 - September 2013
Madison Williams and Company  July 2009 - October 2011
Sanders Morris Harris   February 2007 - June 2009

Skills
Excel, Customer Service, Customer Relations, Microsoft Office, Word, Administrative Support, Outlook, PowerPoint, Administration, Event Planning, Office Management, Spreadsheets, Quickbooks, Typing, Invoicing, Teamwork, Calendars, Microsoft Excel, QuickBooks, Administrative..., Superior Client Service, Microsoft Word, Calendaring

Education
University of Houston

Craig Juda Craig Juda Los Angeles, California Details
Craig Juda's Sanders Morris Harris Experience January 2002 - December 2011
Job CoFounder and VP of Institutional Equity Sales and Trading at The Juda Group a Divsion of Concept Capital Markets, LLC
Industry Financial Services
Experience
The Juda Group a Divsion of Concept Capital Markets, LLC   January 2012 - Present
Sanders Morris Harris   January 2002 - December 2011
Sutro & Co.   1997 - 2001

Skills
Team Building, Equities, Customer Relations, Trading, Due Diligence, Business Development, Series 7, Securities, Series 63, Asset Management, Brokerage, Banking, Entrepreneurship, Equity Trading

Education
University of Southern California   1994 — 1997
Public Policy and Management, Bachelor of Science

CEE   1982 — 1987

Eloiza D'Lima Eloiza D'Lima Greater Omaha Area Details
Eloiza D'Lima's Sanders Morris Harris Experience September 2010 - June 2013
Job AML Risk Compliance
Industry Financial Services
Experience
COR Clearing LLC  June 2014 - Present
Actinver Securities  June 2013 - December 2013
Sanders Morris Harris   September 2010 - June 2013
Next Financial  June 2009 - August 2010
Stanford Group Company  February 2007 - March 2009
Burr Wolff, L. P.   November 2004 - November 2006
Mercer Advisors  September 2001 - November 2004

Skills
Series 7, Series 24, Series 66, AML, Securities, FINRA, Investments, Investment Advisory, OFAC, Wealth Management, Uniform Combined State..., Mutual Funds, Internal Audit, Financial Services, Series 63, Trading, Finance, Portfolio Management, Alternative Investments, Banking, Equities, Anti Money Laundering

Education
Texas A&M University
Bachelor of Science (BS), Psychology

Melhaine Gresham Melhaine Gresham Houston, Texas Area Details
Melhaine Gresham's Sanders Morris Harris Experience May 1999 - May 2001
Job Region Controller at Neff Rental
Industry Construction
Experience
Neff Rental  May 2006 - Present
Hertz Equipment Rental  May 2000 - May 2006
Sanders Morris Harris   May 1999 - May 2001
Coastal Water Authority   1993 - 1999

Skills
Auditing, Financial Analysis, Business Planning, Forecasting, Budgeting, Financial Reporting, Inventory Management, Mergers, Mergers & Acquisitions, Budgets, Accounts Receivable, Microsoft Office, Pricing, Team Building, Negotiation, Purchasing, Contract Management, Customer Service, Operations Management, Accounting, Account Management, Accounts Payable, Contract Negotiation, Microsoft Excel, Income Statement, Project Planning, Leadership, P&L, Payroll, Process Improvement, Variance Analysis

Education
Sam Houston State University   1989 — 1991
BA, ACCOUNTING

Kilgore College   1987 — 1989
Associates of Arts, general

Katy Nieman Katy Nieman Dallas/Fort Worth Area Details
Katy Nieman's Sanders Morris Harris Experience January 2007 - December 2008
Job Outreach Director at Northwest Bible Church
Industry Religious Institutions
Experience
Northwest Bible Church  January 2015 - Present
OSO Capital   January 2009 - January 2015
Sanders Morris Harris   January 2007 - December 2008
Levenson & Hill  August 2006 - January 2007
Frisco RoughRiders  February 2006 - August 2006

Skills
Series 7, Series 63, Customer Service, Trading, Strategic Planning, Management, Microsoft Office, Microsoft Excel, Marketing Communications, Project Management, Microsoft Word, Recruiting, PowerPoint, Equities, Event Planning, FINRA

Education
University of North Texas   2002 — 2006
BBA, Marketing

Nicole Howe Nicole Howe Houston, Texas Area Details
Nicole Howe's Sanders Morris Harris Experience November 2009 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Sanders Morris Harris   November 2009 - Present
Investco Financial Corporation  2006 - 2009
National Restaurant Development, Inc  2004 - 2006

Skills
Human Resources, Onboarding, Recruiting, Talent Management, Talent Acquisition, Employee Relations, HRIS, New Hire Orientations, Interviews, FMLA, Hiring, Exit Interviews, Open Enrollment, Job Descriptions, Benefits Administration, Training, Payroll, Personnel Management, Screening, Conflict Resolution, Team Building, Compensation, 401k, HR Policies, Strategic HR, Performance Appraisal, Temporary Placement, Leadership, Employee Handbooks, Employee Recognition, Employee Engagement, Benefits Management, EEO, Career Development, Job Evaluation, Strategic Human..., ADP HRB, ADP Payroll, Background Checks

Education
Bellevue University
Bachelor of Science (B.S.), Management of Human Resources

Beatrice Garcia Beatrice Garcia Houston, Texas Details
Beatrice Garcia's Sanders Morris Harris Experience July 2007 - January 2009
Job Business Evolution, Global Markets USA at BBVA
Industry Financial Services
Experience
BBVA Compass  October 2014 - Present
BBVA  September 2013 - October 2014
MountainView Capital Holdings  August 2010 - September 2013
Madison Williams and Company  January 2009 - August 2010
Sanders Morris Harris   July 2007 - January 2009

Skills
Fixed Income, Corporate Finance, Microsoft Office, Back Office, Project Management, Customer Service, Financial Analysis, Settlement, Bloomberg, Financial Reporting, Banking, Security Operations, Middle Office, Accounting, Sales, Sunguard, Front Office, Social Networking, Trading Systems, Repos, STAR, Murex, Calypso, Business Development, FINRA, Vendor Relations, Global Markets, International Project..., BPO, Capital Markets, Portfolio Management

Education
University of Houston
Bachelor's Degree, Finance, General

Kathy Keeton Kathy Keeton Houston, Texas Details
Kathy Keeton's Sanders Morris Harris Experience May 2002 - November 2007
Job Wine Specialist at Spec's Wine Spirits and Finer Foods
Industry Retail
Experience
Spec's Wine Spirits and Finer Foods   May 2013 - Present
Checkered Promotions   November 2012 - September 2014
HEB  2008 - 2012
HEB  2008 - 2012
Sanders Morris Harris   May 2002 - November 2007

Skills
WSET Level 1..., Wine, Beer, Customer Service, Inventory Management, Merchandising

Education
University of Houston   1992 — 1994
Hotel, Motel, and Restaurant Management

Julie Gelens Julie Gelens New York, New York Details
Julie Gelens's Sanders Morris Harris Experience 2006 - 2006
Job Executive Assistant for Senior Level Management
Industry Executive Office
Experience
Meredith Corporation  2006 - 2015
Sanders Morris Harris   2006 - 2006
Advest Corporate Finance   2002 - 2006
HSBC Securities  2000 - 2001
Credit Suisse First Boston  1999 - 2000
Prudential Securities  1996 - 1999
Barthco International  1991 - 1996

Skills
Financial Research, Customer Service, Account Management, Marketing, Editing, Accounts Payable, Event Planning, Proofreading, Social Media, Copy Editing, Advertising, Marketing Strategy, Integrated Marketing, Marketing Communications

Education
Katharine Gibbs School   1991 — 1991
Executive Assistant Training Program

Pace University-Pleasantville/Briarcliff Campus   1989 — 1990
Finance, General

Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC Greater New York City Area Details
Larry Greenwald ChFC®, CLU®,CASL®,RICP®,CLTC's Sanders Morris Harris Experience January 2008 - September 2008
Job Senior Vice President at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors  January 2009 - Present
Sanders Morris Harris   January 2008 - September 2008
Leerink Swann & Co., Inc.   May 2006 - January 2007
RBC Capital Markets  June 1999 - February 2006
DRW   1999 - 2006
Sanford C. Bernstein  1981 - 1992

Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Securities, Capital Markets, Equities, Series 7, Risk Management, Asset Managment, Valuation, Due Diligence, Fixed Income, Financial Analysis, Financial Modeling

Education
The American College   2009 — 2011
ChFC®, CLU®, CASL®, RICP®, Financial and Insurance Planning

University of New Haven   1975 — 1977
MBA, Finance

The University of Connecticut   1971 — 1975
BA, Liberal Arts and Sciences/Liberal Studies

Johnny Bubb Johnny Bubb San Francisco Bay Area Details
Johnny Bubb's Sanders Morris Harris Experience February 2002 - 2005
Job Senior Analyst
Industry Investment Management
Experience
Waychee Capital   October 2011 - Present
West Family Investments   August 2007 - October 2011
Sanders Morris Harris   February 2002 - 2005

Skills
Capital Markets, Equities, Financial Modeling, Management, Valuation, Hedge Funds

Education
Northwestern University - Kellogg School of Management   2006 — 2007
Master of Business Administration (MBA)

Washington and Lee University   1996 — 2000
Bachelor of Business Administration (BBA)

Joanne Gosselin Verkuilen Joanne Gosselin Verkuilen Charlotte, North Carolina Details
Joanne Gosselin Verkuilen's Sanders Morris Harris Experience February 2004 - July 2009
Job Global Head of Client Services at Carolon Capital
Industry Financial Services
Experience
Carolon Capital   August 2015 - Present
Circle + Bloom   August 2009 - Present
Ellevate Network  December 2014 - Present
BlackArch Partners  July 2013 - July 2015
Conversus Capital   May 2011 - April 2013
Sanders Morris Harris   February 2004 - July 2009
Viasource Communications  1999 - 2001
Simon and Schuster  1995 - 1999
Smith Barney  1992 - 1995

Skills
Corporate Development, Entrepreneurship, Venture Capital, Mergers, Start-ups, Private Equity, Corporate Finance, Competitive Analysis, Strategic Partnerships, Cash Management, Market Research, Mergers & Acquisitions, Strategy, Business Strategy, Banking, Investments, Financial Structuring, Management, Capital Markets, Leveraged Finance, Management Consulting, Equity Research, Investment Banking, Investor Relations, Asset Management, Valuation, Financial Services, Leadership, Finance, Business Development, Marketing, Negotiation, Business Planning, Financial Modeling, Executive Management, Portfolio Management, Corporate Communications, Due Diligence

Education
Babson College   1988 — 1992
B.S., Economics, Marketing

Babson College   1988 — 1992
BS Economics, Economics

Adam Rayburn Adam Rayburn Houston, Texas Area Details
Adam Rayburn's Sanders Morris Harris Experience February 2001 - March 2005
Job IT Branch Engineer at Jefferies & Company
Industry Information Technology and Services
Experience
Jefferies & Company  May 2013 - Present
Harvey Nash  May 2013 - Present
New Order Systems   January 2003 - Present
IFCO Systems  February 2013 - May 2013
Afren  December 2011 - September 2012
ERGOS Technology Partners  December 2011 - September 2012
BP  September 2007 - December 2011
Pointsmith  May 2006 - September 2007
Complete Solutions  May 2005 - May 2006
Sanders Morris Harris   February 2001 - March 2005

Skills
Active Directory, Exchange, SQL, Mobile Devices, Blackberry, Citrix, SharePoint, Cisco, Websense, Remedy, Symantec, VMware, Virtualization, SAN, EMC, ITIL, Windows Server, VPN, Security, Routers, Switches, Network Security, Windows Server 2003, Windows, Servers, XP, SQL Server, Firewalls, Disaster Recovery, System Administration, DNS, DHCP, Troubleshooting, Operating Systems, IIS, Network Administration, Desktop Support, Hardware, Windows Server 2008, Blackberry Enterprise..., CCNA, TCP/IP, Databases, Windows 7, WAN, Software Installation, Microsoft Exchange, Technical Support, vSphere, Networking

Education
Southeastern Louisiana University   1995 — 1995

Sam Houston State University   1994 — 1995

Evan W. Smith, CFA Evan W. Smith, CFA San Antonio, Texas Area Details
Evan W. Smith, CFA's Sanders Morris Harris Experience February 1998 - February 2004
Job Vice President & Treasurer at CST Brands, Inc. | CrossAmerica Partners, LP
Industry Financial Services
Experience
CST Brands, Inc. CrossAmerica Partners, LP   April 2015 - Present
U.S. Global Investors   November 2004 - December 2013
Koch Capital Markets  May 2004 - August 2004
Sanders Morris Harris   February 1998 - February 2004
Arthur Andersen  November 1994 - February 1998

Skills
CFA, Chartered Financial..., Portfolio Management, Hedge Funds, Equities, Financial Modeling, Valuation, Mutual Funds, Equity Research, Investment Strategies, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Fixed Income, Capital Markets, Trading, Series 7, Securities, Private Equity, Emerging Markets, Series 63, Commodity, Equity Valuation, Corporate Finance

Education
The University of Texas at Austin   1989 — 1994
BS, Mechanical Engineering

randy hayashi randy hayashi Orange County, California Area Details
randy hayashi's Sanders Morris Harris Experience January 2002 - December 2011
Job COO at Payment Depot
Industry Investment Banking
Experience
Payment Depot   June 2013 - Present
The Juda Group   January 2012 - May 2013
Sanders Morris Harris   January 2002 - December 2011

Skills
Equities, Investment Banking, Equity Research, Fixed Income, Bonds, Securities, Valuation, Investments

Education
California State University-Long Beach   1996 — 2000
Bachelor of Arts, Economics

Ric Saalwachter Ric Saalwachter Houston, Texas Details
Ric Saalwachter's Sanders Morris Harris Experience January 1996 - January 2009
Job Managing Partner at Inverness Capital Advisors, LLC
Industry Financial Services
Experience
Inverness Capital Advisors, LLC   June 2015 - Present
The PrinceRidge Group  October 2011 - September 2013
Madison Williams and Company  April 2009 - October 2011
Sanders Morris Harris   January 1996 - January 2009

Skills
Corporate Finance, Investment Banking, capi, Oil/Gas, Energy, Oil & Gas Exploration

Education
Fairfield University
Bachelor of Science (BS)

Clyde Buck Clyde Buck Houston, Texas Area Details
Clyde Buck's Sanders Morris Harris Experience 1998 - 2007
Job Affilliate at Davis/Chambers & Company, Ltd.
Industry Financial Services
Experience
Davis/Chambers & Company, Ltd.   2008 - Present
Sanders Morris Harris   1998 - 2007

Skills
Business Valuation, Valuation, Business Planning, Fairness Opinions, Financial Analysis, Oil & Gas Industry, Appraisals, Business Valu

Education
Harvard Business School   1961 — 1963
Master of Business Administration (MBA)

Williams College   1956 — 1961
Bachelor of Arts (BA), Economics

Javier Chavarria Javier Chavarria Houston, Texas Area Details
Javier Chavarria's Sanders Morris Harris Experience November 2003 - April 2007
Job Senior Vice President en Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group  November 2014 - Present
GE Energy Financial Services  April 2007 - November 2014
Sanders Morris Harris   November 2003 - April 2007
Solar Development Capital   February 2002 - November 2003
Enron  June 1997 - December 2001

Education
University of Michigan   1995 — 1997
MBA, Finance, General

ITESM   1985 — 1989
Ingeniero Sistemas Electronicos

ITESM   1983 — 1985
Prepa Bilingue

Instituto Potosino

Instituto Potosino

Sheena Koshy Sheena Koshy Houston, Texas Area Details
Sheena Koshy's Sanders Morris Harris Experience October 2011 - October 2012
Job Manager, Budgeting and Financial Planning
Industry Hospital & Health Care
Experience
Baylor College of Medicine  October 2012 - Present
Sanders Morris Harris   October 2011 - October 2012
Kindred Healthcare  June 2010 - October 2011
Stanford Group Company  January 2007 - March 2009
Texas State Securities Board  September 2004 - December 2006
RobinYoung & Company, Inc.   November 2001 - September 2004

Skills
Securities, Software Documentation, Financial Analysis, Due Diligence, Financial Modeling, Investments, Risk Management, Analysis, Insurance, Investment Banking, Data Analysis, Auditing, Microsoft Excel, Strategic Financial..., Mergers, Portfolio Management, Series 7, Valuation, Financial Reporting, Process Improvement, Financial Services, Internal Audit, Finance, Budgets, Mergers & Acquisitions, Accounting, Internal Controls, Forecasting, Corporate Finance, Asset Management, Sarbanes-Oxley Act, Policy, Business Analysis, Equities, Variance Analysis, Access, Start-ups, Private Equity, Corporate Governance, FCPA, Management, Financial Risk, Bloomberg, Management Consulting, Cash Management, AML, Sarbanes-Oxley, Banking, PeopleSoft, Business Process...

Education
University of St. Thomas (TX)   2006 — 2009
MBA, Finance

University of Houston-Downtown   1999 — 2003
BBA, Finance

Jennifer Regan Olenik Jennifer Regan Olenik Greater New York City Area Details
Jennifer Regan Olenik's Sanders Morris Harris Experience 1993 - 2004
Job Equity Sales Trader at Rafferty Capital Markets
Industry Investment Banking
Experience
Rafferty Capital Markets  June 2008 - Present
Weiss Investment Management Services   2004 - 2008
Sanders Morris Harris   1993 - 2004

Skills
Equities, Equity Research, Asset Managment, Series 7, Investments, Valuation, Trading, Securities, Series 63, Bloomberg, Derivatives, Hedge Funds, Market Making

Education
University of Scranton   1989 — 1993
BA Int'l Language/Business, Business/French/Japanese

Frederick Hall Frederick Hall Houston, Texas Details
Frederick Hall's Sanders Morris Harris Experience June 2004 - January 2008
Job Senior Consultant at Access Sciences
Industry Management Consulting
Experience
Access Sciences  January 2015 - Present
Access Sciences  April 2014 - December 2014
Access Sciences  September 2013 - March 2014
Self-employed  2008 - 2013
Sanders Morris Harris   June 2004 - January 2008
AutoStorica   2001 - 2004
British Parts International   1995 - 2000

Skills
Management Consulting, Strategy, Start-ups, Corporate Development, Entrepreneurship, Change Management, Consulting, Strategic Planning, Business Strategy, Venture Capital, Mergers & Acquisitions, Due Diligence, Computer Hardware, Information Management, Business Transformation, Business Analysis, Program Management, Project Management, Business Process, Business Process..., Management, Knowledge Management, Process Improvement, Requirements Gathering, Analysis, Governance, International Sales, Purchasing Negotiation, Client Liaison, Purchase Management, International Logistics, SharePoint, Requirements Analysis, Microsoft Office, Business Intelligence, Leadership, Integration, Project Planning, Training

Education
High School for the Performing and Visual Arts   1977 — 1980
Graphic Design

University of Houston

John Stallcup John Stallcup Houston, Texas Area Details
John Stallcup's Sanders Morris Harris Experience May 2007 - August 2007
Job NGL Trader at Koch Supply & Trading
Industry Oil & Energy
Experience
Koch Supply & Trading  December 2012 - Present
Koch Supply & Trading  April 2011 - Present
Koch Supply & Trading  2008 - May 2011
Sanders Morris Harris   May 2007 - August 2007
RigNet  May 2007 - August 2007

Education
Rice University   2004 — 2008
BS, Electrical Engineering

Rice University   2004 — 2008
BA, Political Science

Will Hamilton Will Hamilton Greater New York City Area Details
Will Hamilton's Sanders Morris Harris Experience June 2005 - September 2009
Job Analyst at Manatuck Hill Partners
Industry Financial Services
Experience
Manatuck Hill Partners   July 2014 - Present
Granite Point Capital   November 2009 - July 2014
Sanders Morris Harris   June 2005 - September 2009
Pershing LLC, a Bank of New York Co.   July 2001 - June 2005

Skills
Valuation, Equity Research, Equities, Investments, Portfolio Management, Corporate Finance, Capital Markets, Financial Analysis, Bloomberg, Financial Modeling, Series 63, Due Diligence, Securities, Strategic Planning, Forecasting, Microsoft Excel, Microsoft Office, Hedge Funds, Alternative Investments, Asset Management

Education
Duke University   1997 — 2001
B.A, Political Science

St. Andrew's School   1994 — 1997

David Lebowitz MPH, CFA David Lebowitz MPH, CFA Greater New York City Area Details
David Lebowitz MPH, CFA's Sanders Morris Harris Experience 2007 - 2008
Job Research Analyst Biotechnology at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  September 2015 - Present
Janney Montgomery Scott LLC  October 2014 - September 2015
Piper Jaffray  September 2013 - October 2014
eSprout LLC   November 2008 - February 2013
Visium Partners   2008 - 2010
Sanders Morris Harris   2007 - 2008
Thomas Weisel Partners, LLC.   2005 - 2006
Thomas Weisel Partners, LLC.   2003 - 2005
SG Cowen Securities Corporation  2000 - 2002
Summit Technology, Inc.   1997 - 1999

Skills
Start-ups, Investments, Due Diligence, Financial Modeling, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Institutional..., Series 7, Investor Relations, Chartered Financial..., Wall Street, Institutional Investors, Consultants, Entrepreneur, Series 63, Series 86, Business Meetings, FINRA, Series 87, Financial Markets, Equity Research, Brand Awareness, Equities, Financial Analysis, Finance, Capital Markets, Strategy, Hedge Funds, Biotechnology Industry, Balance Sheet, Cash Flow Statements

Education
New York University - Leonard N. Stern School of Business   1999 — 2001
MBA, Finance

Columbia University in the City of New York   1995 — 1997
MPH, Health Policy & Management

Brandeis University   1991 — 1995
BA, Biology

John Nghiem John Nghiem Houston, Texas Area Details
John Nghiem's Sanders Morris Harris Experience April 2001 - June 2006
Job Principal of Industry Capital & Cohead of IC Energy Credit Partners
Industry Investment Management
Experience
Industry Capital Advisors, LLC.   January 2014 - Present
Meridian Circle Advisors, LLC   August 2009 - Present
Houston Mayor's International Trade and Development Council   March 2011 - Present
Sfile Corporation   August 2009 - June 2013
WestLB AG  August 2007 - August 2009
Hope Initiative   2002 - 2008
Miletus Ventures   June 2006 - August 2007
Sanders Morris Harris   April 2001 - June 2006
Security Capital Group  September 1999 - December 2000
Credit Suisse First Boston  June 1997 - October 1997

Skills
Project Finance, Mergers, Leveraged Finance, Principal Investing, Finance, Investment Banking, Capital Markets, Financial Structuring, Private Equity, Venture Capital, Mergers & Acquisitions, Restructuring, Portfolio Management, Business Planning, Analysis, Credit, Trading, IPO, Corporate Finance, Financial Accounting, Capital, Business Valuation, Strategy, Funding, Acquisitions, Equities, Energy, Bloomberg, Securities, Hedge Funds, Investor Relations, Due Diligence, Fixed Income, Forecasting, Renewable Energy, Divestitures, Financial Modeling, Emerging Markets, Executive Management, Joint Ventures, Investments, Strategic Consulting, Financial Analysis, Valuation, Private Placements, Asset Management, Corporate Development, Growth Capital, Structured Finance, Alternative Investments

Education
The University of Chicago   1995 — 1999
BA

Harvard University   1994 — 1994
Program Certification

Titus Harris III Titus Harris III Houston, Texas Details
Titus Harris III's Sanders Morris Harris Experience April 2003 - September 2011
Job Managing Director at U.S. Capital Advisors
Industry Financial Services
Experience
U.S. Capital Advisors   September 2011 - Present
Sanders Morris Harris   April 2003 - September 2011

Skills
Private Equity, Investment Banking, Due Diligence, Valuation, Investments, Equities, Capital Markets, Securities, Hedge Funds, Asset Management, Mergers & Acquisitions, Alternative Investments

Education
The University of Chicago Booth School of Business   1982 — 1984
MBA, Finance

Washington and Lee University   1978 — 1982
BA, Economics

Jay Jacobs Jay Jacobs Houston, Texas Area Details
Jay Jacobs's Sanders Morris Harris Experience March 2003 - July 2006
Job Vice President of Corporate and Business Development at Yuma Energy, Inc.
Industry Oil & Energy
Experience
Yuma Energy, Inc.   July 2013 - Present
Houston American Energy   July 2006 - July 2013
Sanders Morris Harris   March 2003 - July 2006
Duke Energy Corporation  June 2001 - March 2003
Deloitte  January 2000 - June 2000

Skills
Accounting, Asset Management, Auditing, Budgets, Business Development, Business Valuation, Capital Markets, Corporate Development, Corporate Finance, Divestitures, Due Diligence, Energy, Energy Industry, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Controls, Investment Banking, Investments, Mergers, Oil, Petroleum, Portfolio Management, Private Equity, Risk Management, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, US GAAP, Valuation, Venture Capital

Education
The University of Texas at Austin - The Red McCombs School of Business   1996 — 2001
Masters in Professional Acccounting

The University of Texas at Austin - The Red McCombs School of Business   1996 — 2001
Bachelor of Business Administration (BBA), Business, Accounting

Paul Westervelt Paul Westervelt Greater New Orleans Area Details
Paul Westervelt's Sanders Morris Harris Experience October 2008 - March 2011
Job Institutional Equity Trader at IBERIA Capital Partners
Industry Financial Services
Experience
IBERIA Capital Partners  October 2010 - Present
Sanders Morris Harris   October 2008 - March 2011
Madison Williams and Company  October 2008 - October 2010
Coker & Palmer   August 2005 - October 2008
Sterne Agee  March 2003 - August 2005
Johnson Rice & Company  December 2000 - November 2002

Skills
Equity Trading, Series 7, Bloomberg, Hedge Funds, Valuation, Trading, Financial Modeling, Investments, Equities, Equity Research, Capital Markets

Education
University of Mississippi   1990 — 1994

Coast Episcopal   1984 — 1990

Chris Crossen Chris Crossen Truckee, California Details
Chris Crossen's Sanders Morris Harris Experience March 2004 - March 2007
Job Research Writer/Analyst
Industry Financial Services
Experience
Moody's Analytics  June 2008 - Present
CC Consulting  August 2001 - December 2010
Sanders Morris Harris   March 2004 - March 2007
Newell Associates   February 2002 - April 2003
Thrive  March 1996 - July 2001
Brience  2001 - 2001
Oxygen Media  April 1998 - July 1999

Education
University of California, Berkeley, Haas School of Business   1999 — 2001
MBA

University of Notre Dame   1990 — 1992
Master of Arts (M.A.), Creative Writing/English Literature

University of Notre Dame   1986 — 1992
BA, English, Program of Liberal Studies, Photography

University of Notre Dame   1986 — 1990
BA, Classics

University of Notre Dame   1986 — 1990
BA, program of liberal studies

University of Notre Dame   1986 — 1990

Bethlehem Catholic High School

Juliana Attwood Juliana Attwood Greater New York City Area Details
Juliana Attwood's Sanders Morris Harris Experience January 2006 - October 2007
Job Institutional Corporate Sales
Industry Financial Services
Experience
Mesirow Financial  July 2012 - June 2014
Oppenheimer & Co.   October 2010 - June 2012
JVB Financial Group, LLC  2009 - September 2010
Hapoalim Securities  2008 - 2009
Sanders Morris Harris   January 2006 - October 2007
Advest, Inc.   July 2005 - December 2005
First Albany Capital  1994 - 2005
Chemical Securities, Inc.   1981 - 1994

Skills
Credit, Fixed Income, Hedge Funds, Investments, Bloomberg, MBS, Asset Allocation, Trading, ABS, Valuation, Financial Analysis, Series 7, Series 63, Equities, Asset Management, Financial Markets, Structured Finance, High Yield, Finance, Structured Products, Derivatives, Economics, CMBS, Institutional..., Emerging Markets, Equity Research, Investment Strategies, Options, Mutual Funds, CDO, Wealth Management, FINRA, Due Diligence, Corporate Finance, Electronic Trading, Trading Systems, Venture Capital, Credit Analysis, Investor Relations, Equity Derivatives, ETFs, Business Development, Bloomberg Terminal, Private Placements, Financial Risk, Risk Management, Leveraged Finance, Credit Risk, Relationship Management, Loans

Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, General

Trinity College-Hartford
Bachelor of Science (BS), Biology, General

Johnny Bubb Johnny Bubb Greater Chicago Area Details
Johnny Bubb's Sanders Morris Harris Experience 2002 - 2006
Job Senior Analyst at Waychee Capital
Industry Investment Management
Experience
Waychee Capital   December 2011 - Present
West Family Investments   June 2007 - November 2011
Sanders Morris Harris   2002 - 2006
Wachovia Securities  2000 - 2001

Education
Northwestern University - Kellogg School of Management   2006 — 2007
MBA

Washington and Lee University   1996 — 2000
BS, Business Administration

Kinkaid

Andrew Copulsky Andrew Copulsky Houston, Texas Area Details
Andrew Copulsky's Sanders Morris Harris Experience June 2010 - July 2011
Job Compliance and Supervision at LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2012 - Present
Sanders Morris Harris   June 2010 - July 2011
AIG Advisor Group  February 2005 - June 2010
JP Morgan Chase  2003 - 2005
JP Morgan Chase  2003 - 2005
GRO Corporation   1998 - 2001
Block Trading  1995 - 1999
royce investment group  1994 - 1996

Skills
Risk Management, Securities, Trading, Due Diligence, Options, Asset Allocation, Retirement Planning, Mutual Funds, Management, Equities, Series 7, Series 24, Alternative Investments, Investment Strategies, Separately Managed..., 401k, Fixed Annuities, Series 63, Insurance, Series 6, Investment Management, Bloomberg, Series 65, Estate Planning, Financial Advisory, Retirement, Broker-Dealer, Equity Trading, Certified Financial..., Relationship Management, Structured Products, Uniform Combined State..., Variable Annuities, Investment Advisory, ETFs, KYC, FINRA, Asset Management, Wealth Management, Financial Services, AML

Education
Alfred University   1991 — 1994

University of Bridgeport

Robert Franklin Robert Franklin Austin, Texas Area Details
Robert Franklin's Sanders Morris Harris Experience 2010 - 2012
Job AVP, BrokerDealer Compliance/AML Officer at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services  June 2015 - Present
NFP Advisor Services  July 2012 - Present
Sanders Morris Harris   2010 - 2012
Moody National Companies  2009 - 2010
National Financial Partners  2007 - 2009
Nationwide Financial  2004 - 2007
Williams Financial Group  2002 - 2004
HD Vest Financial Services  1999 - 2002

Skills
Compliance, Financial Services, Series 7, Alternative Investments, Series 63, Financial Risk, Investments, Investment Advisory, Project Management, FINRA, Equities, Insurance, Mutual Funds, Asset Management, AML, Series 24, Internal Audit, Securities, Wealth Management, Due Diligence, Broker-Dealer, Risk Management, Series 65, Uniform Combined State..., Anti Money Laundering

Education
Texas Tech University   1993 — 1997
POLS

Richard Blackmon Richard Blackmon Houston, Texas Area Details
Richard Blackmon's Sanders Morris Harris Experience May 2005 - August 2005
Job Financial Analyst ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil  June 2014 - Present
ExxonMobil  May 2013 - August 2013
Champion Technologies  June 2009 - June 2012
Texas A&M University  July 2007 - June 2009
Wachovia Securities  June 2006 - June 2007
Sanders Morris Harris   May 2005 - August 2005

Skills
Financial Modeling, Valuation, Financial Analysis, Forecasting, Capital Budgeting, Energy, Corporate Finance, Risk Management, Due Diligence, Business Analysis, Strategic Planning, Data Analysis, Business Strategy

Education
Vanderbilt University - Owen Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Finance, General

Texas A&M University - Mays Business School   2002 — 2006
Business, Finance, General, Magna Cum Laude

Bret Sanders Bret Sanders Houston, Texas Area Details
Bret Sanders's Sanders Morris Harris Experience February 1992 - Present
Job Sanders Morris Harris/Ryan Sanders Baseball
Industry Financial Services
Experience
R Bank Texas  January 2009 - Present
Round Rock Express  January 2000 - Present
Ryan Sanders Baseball   January 2000 - Present
Sanders Morris Harris   February 1992 - Present
Corpus Christi Hooks  January 2005 - October 2013

Skills
Equities, Series 7, FINRA, Customer Service, Public Relations, Sports, Event Management, Public Speaking, Finance, Social Media Marketing, Portfolio Management, Leadership, Sales, Sports Management

Education
University of Houston   1984 — 1989
BA, Political Science

The Kinkaid School   1979 — 1984

Brian W. Garrison Brian W. Garrison San Antonio, Texas Area Details
Brian W. Garrison's Sanders Morris Harris Experience April 1997 - February 2009
Job Chief Operating Officer at Covenant
Industry Investment Management
Experience
SpawGlass  March 2014 - Present
Covenant  February 2010 - Present
Frost Bank  February 2009 - February 2010
Sanders Morris Harris   April 1997 - February 2009

Skills
Due Diligence, Integrated Marketing, Financial Services, Alternative Investments, Finance, Investments, Wealth Management, Financial Planning, Asset Management, Risk Management, Strategic Planning, Asset Managment, Leadership

Education
The University of Texas at Austin   1965 — 1967
BBA, Business and Economics

University of North Texas   1967 — 1968
Master of Business Administration (MBA), Marketing

Ken Killian Ken Killian Irving, Texas Details
Ken Killian's Sanders Morris Harris Experience December 2005 - September 2008
Job Senior Account Manager at Thru
Industry Information Technology and Services
Experience
Thru  January 2015 - Present
PayTap - Shared Payments   June 2012 - January 2015
The Benchmark Company  July 2009 - April 2012
Sanders Morris Harris   December 2005 - September 2008
Southwest Securities  December 2000 - April 2004
Stephens Inc.  October 1998 - October 2000
Rauscher Pierce Refsnes  1991 - 1998

Skills
Series 7, Series 63, Equities, Securities, Investments, Hedge Funds, Capital Markets, Equity Trading, Bloomberg, Venture Capital, Private Equity, Alternative Investments, Asset Management, Asset Managment, Wealth Management, FINRA, Portfolio Management, Electronic Trading, Trading Systems, Financial Services, Risk Management, Fixed Income, Investment Advisory, Options, Corporate Finance, ETFs, Financial Markets, Series 24

Education
Miami University   1976 — 1980
B.S., Finance

Bruce Terjanian Bruce Terjanian Greater New York City Area Details
Bruce Terjanian's Sanders Morris Harris Experience January 2006 - December 2012
Job Contracts & Licensing Coordinator
Industry Information Technology and Services
Experience
Promedia Technology Services  July 2013 - Present
Wunderlich Securities  December 2012 - April 2013
Sanders Morris Harris   January 2006 - December 2012
Advest, Inc.   March 2004 - December 2005
Prudential Securities  October 1992 - December 2003

Skills
Bloomberg, Syndicate, Preferred Stock, Certificates of Deposit, Municipal Bonds, Structured Products, FINRA, Series 7, Series 63

Education
High Point University
Bachelor of Science, Business Administration

Daniel Palmer Daniel Palmer Malibu, California Details
Daniel Palmer's Sanders Morris Harris Experience January 2001 - February 2007
Job Northwestern Mutual, Director of Financial Planning, Wagner Group
Industry Health, Wellness and Fitness
Experience
ElanVeda   August 2010 - March 2015
Morning View Capital   July 2010 - December 2012
Atigeo  February 2007 - July 2010
Sanders Morris Harris   January 2001 - February 2007
Sutro & Company  November 1993 - December 2000

Skills
Start-ups, Entrepreneurship, Business Development, Corporate Development, Strategic Planning, Mergers, Strategic Partnerships, Business Strategy, Executive Management, E-commerce, Mergers & Acquisitions, Management, Strategy, Social Media, Venture Capital, Marketing Strategy, Product Management, Product Marketing, Wellness

Education
University of Southern California   1989 — 1993
Bachelor's degree, Communication, General

Oakwood High Shool

University of Southern California
Bachelor's degree, Communication, General

Jack Seibald Jack Seibald Greater New York City Area Details
Jack Seibald's Sanders Morris Harris Experience 2000 - 2010
Job Managing Director Global CoHead of Prime Brokerage Services at Cowen Prime Services, LLC
Industry Financial Services
Experience
Cowen Prime Services, LLC   September 2015 - Present
Concept Capital Markets, LLC  October 2010 - August 2015
Sanders Morris Harris   2000 - 2010
Whiteford Advisors   1997 - 2005
Blackford Securities   1995 - 2000
Morgan Stanley  1993 - 1995
The Seibald Report, Inc.   1991 - 1993
Salomon Brothers  1986 - 1991
Oppenheimer & Co.   1983 - 1986

Skills
Hedge Funds, Alternative Investments, Equities, Electronic Trading, Series 7, Fund Of Funds, Prime Brokerage, Options, Securities, Trading, Asset Managment, Global Macro, Risk Analytics, Compliance, Fund Administration, Capital Markets, Investments, Investment Banking, Institutional..., Portfolio Management, Derivatives, Investment Management, Asset Allocation, Financial Markets, Asset Management, Trading Strategies, Back Office, Capital, Family Office

Education
Hofstra University   1981 — 1983
Master of Business Administration (MBA), Finance and Investing

The George Washington University   1977 — 1981
Bachelor of Arts (BA), Economics; Spanish Language and Literature

Jim Moeller Jim Moeller Houston, Texas Area Details
Jim Moeller's Sanders Morris Harris Experience July 2006 - July 2011
Job Outlook Financial Group, LLC
Industry Financial Services
Experience
Outlook Financial Group   July 2011 - Present
Sanders Morris Harris   July 2006 - July 2011
Sanders Morris Harris   May 2002 - July 2006
Principal Financial Securities  1996 - 1998
Prudntial Securities   1991 - 1996
Exxon Co USA  1974 - 1978

Education
United States Military Academy at West Point   1965 — 1969
BS, Math, Engineering

Boston University Questrom School of Business   1970 — 1972
MSBA, Business/ Finance

William Conroy William Conroy Houston, Texas Area Details
William Conroy's Sanders Morris Harris Experience 1996 - 2000
Job Associate Director Corporate Development & Investor Relations at Nabors Industries
Industry Oil & Energy
Experience
Nabors Industries  April 2013 - Present
MLV & Co  September 2012 - April 2013
Pritchard Capital Partners  November 2009 - June 2012
SMH Capital  2001 - 2009
RTRON, Inc.   2000 - 2001
Sanders Morris Harris   1996 - 2000
Williams MacKay Jordan   1992 - 1996
Provident Life & Accident Co.   1989 - 1992
Value Line  1987 - 1989

Skills
Equity Research, Investments, Equities, Valuation, Financial Modeling, Capital Markets, Forecasting, Finance, Corporate Finance, Bloomberg, Alternative Investments, Investor Relations, Series 7, Equity Valuation, Asset Management, Securities, Trading, Financial Analysis, Strategy, New Business Development, Energy, Venture Capital, Fixed Income, Commodity, Business Valuation, Series 63, Risk Management, Asset Managment, Strategic Financial..., Investment Management, Options, Equity Trading, Corporate Development, Economics, Investment Strategies, Bonds, Chartered Financial..., Derivatives, Financial Markets, Bloomberg Terminal, Asset Allocation, FINRA, IPO, Mutual Funds

Education
Texas A&M University   1984 — 1986
MBA, Finance and Accounting

Texas A&M University   1980 — 1984
BS, Civil Engineering

HHS

Brian McConn Brian McConn Houston, Texas Details
Brian McConn's Sanders Morris Harris Experience 2003 - 2005
Job Director, Finance & Corporate Development at AFGlobal Corporation
Industry Oil & Energy
Experience
AFGlobal Corporation  February 2014 - Present
Simmons & Company International  August 2010 - January 2014
Harrison Lovegrove   2005 - 2008
Sanders Morris Harris   2003 - 2005

Skills
Mergers, Investment Banking, Finance, Corporate Development, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Private Equity, Energy, Capital Markets, Project Finance, Energy Industry, Upstream, M, Oil

Education
The University of Texas at Austin - Red McCombs School of Business   2008 — 2010
MBA, Finance

The University of Texas at Austin   1999 — 2003
BBA, Business Honors / Finance

Karen Ginder Karen Ginder Greater New York City Area Details
Karen Ginder's Sanders Morris Harris Experience December 2005 - Present
Job Wealth Management at Sanders Morris Harris
Industry Financial Services
Experience
SMH Capital  December 2007 - Present
Sanders Morris Harris   December 2005 - Present

Education
University of Maryland College Park   1988 — 1991

Scott Juda Scott Juda Los Angeles, California Details
Scott Juda's Sanders Morris Harris Experience January 2002 - December 2011
Job CoFounder & CEO of The Juda Group, Inc. .
Industry Financial Services
Experience
The Juda Group, Inc., a division of CCM   January 2012 - Present
Sanders Morris Harris   January 2002 - December 2011
BNFY   1997 - 2000
Landerer & co.   1993 - 1994

Education
Pepperdine University School of Law

USC   1988 — 1992

Edward Ruelas Edward Ruelas Greater Los Angeles Area Details
Edward Ruelas's Sanders Morris Harris Experience January 2002 - December 2011
Job In transition
Industry
Experience
The Juda Group   January 2012 - August 2015
Sanders Morris Harris   January 2002 - December 2011
Sutro & Co  October 1998 - December 2001

Skills
Institutional, Equity Sales, Equities

Education
University of Southern California   1989 — 1992
Bachelor of Business Administration (BBA), Finance, General

Crystal Kallik Crystal Kallik Greater Los Angeles Area Details
Crystal Kallik's Sanders Morris Harris Experience February 2003 - October 2004
Job Valuation Analysis and Strategy Consultant
Industry Investment Management
Experience
DA Davidson   November 2004 - January 2009
Sanders Morris Harris   February 2003 - October 2004
Wedbush Morgan Securities  June 2001 - January 2003

Education
University of Southern California - Marshall School of Business   2000 — 2003
MBA, Finance concentration

University of California, Irvine

Alan Falik Alan Falik Houston, Texas Details
Alan Falik's Sanders Morris Harris Experience August 2006 - June 2007
Job President at Aquasol Controllers/Poolsure
Industry Chemicals
Experience
Aquasol Controllers/Poolsure   August 2009 - Present
FBR  June 2007 - July 2009
Sanders Morris Harris   August 2006 - June 2007
Amegy Bank  2005 - 2006

Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Capital Markets, Energy, Private Equity, Contract Negotiation, Financial Reporting, Strategic Financial..., Banking, Finance, Financial Risk, Investments, Asset Management, Cash Management, Mergers & Acquisitions, Portfolio Management, Treasury Management, Venture Capital, Risk Management, Investment Banking, Divestitures, Project Finance, Executive Management, Business Valuation

Education
Southern Methodist University   2001 — 2005
BA, Economics

Southern Methodist University - Cox School of Business   2001 — 2005
BBA, Finance

John H. Malanga John H. Malanga Houston, Texas Area Details
John H. Malanga's Sanders Morris Harris Experience 2005 - 2009
Job Vice President and CFO at GulfSlope Energy, Inc.
Industry Oil & Energy
Experience
GulfSlope Energy, Inc.   2014 - Present
Weisser, Johnson & Co.   2010 - 2014
Sanders Morris Harris   2005 - 2009
Sanders Morris Harris   2000 - 2005
Sanders Morris Mundy   January 1996 - January 2000
Jefferies & Company  1995 - 1995
Allen, Williford, and Seale, Inc.   January 1990 - January 1994

Skills
Principal Investing, Private Equity, Corporate Development, Valuation, IPO, Strategy Formulation, Due Diligence, Corporate Finance, Investment Banking, Finance, Financial Modeling, Business Development, Mergers & Acquisitions, Management, Energy, Start-ups, Venture Capital, Private Placements, Strategic Planning, Oil & Gas Industry, PIPEs, Fairness Opinions, Accounting, LBO, Budgets, Equities, Financial Analysis, Investments, Acquisitions, Divestitures, Capital Markets, Negotiation, DCF, Business Valuation

Education
Jones Graduate School of Business, Rice University   1994 — 1996
MBA, Finance

Texas A&M University   1985 — 1989
B.S., Economics

George J Garro George J Garro Colorado Springs, Colorado Area Details
George J Garro's Sanders Morris Harris Experience September 2009 - November 2012
Job Branch Manager / Senior Vice President Investments at Raymond James .
Industry Investment Management
Experience
Raymond James .   November 2012 - Present
Sanders Morris Harris   September 2009 - November 2012
Morgan Stanley Smith Barney  1999 - 2009
Smith Barney  1994 - 1999
Shearson Lehman Brothers  1988 - 1990
EF Hutton and Co., Inc.   1985 - 1988
EF Hutton & Co., Inc   1982 - 1985

Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management Analyst

Eastern New Mexico University   1967 — 1972
BBA, Business Administration

Lourdes Ledesma Lourdes Ledesma Houston, Texas Area Details
Lourdes Ledesma's Sanders Morris Harris Experience 1998 - June 2001
Job Associate Registrar at University of HoustonDowntown
Industry Higher Education
Experience
University of Houston-Downtown  October 2014 - Present
University of Houston-Clear Lake  April 2010 - October 2014
University of Houston-Downtown  September 2003 - March 2010
Sanders Morris Harris   1998 - June 2001
Harris, Webb and Garrison   1997 - 2001
River Oaks Trust Company   1991 - 1997
Greater Houston Convention & Visitor's Bureau   1986 - 1991

Skills
Student Recruiting, Admissions, Higher Education, Community Outreach, Student Affairs, Public Speaking, Student Engagement, Staff Development, Critical Thinking, PowerPoint, Supervisory Skills, Microsoft Word, Public Relations, Research, FERPA, Registration, Enrollment Services, Graduations, Academic Records, Student Services, Academic Advising, Adult Education, Access, Time Management, Student Development, Leadership, Training, Technical Writing, Instructional Design, Academic Administration, Curriculum Development, Career Counseling, Curriculum Design, E-Learning, Distance Learning, Program Development, Teaching, Resume Writing, Leadership Development

Education
Jesse H Jones Vanguard HS

University of Houston-Downtown
BS, Interdisciplinary Studies

Gary Nuschler, Jr. Gary Nuschler, Jr. Dallas/Fort Worth Area Details
Gary Nuschler, Jr.'s Sanders Morris Harris Experience June 2001 - May 2006
Job VP Finance
Industry Oil & Energy
Experience
Lonestar Resources, Inc.   January 2012 - April 2012
Sunrise Securities  January 2009 - December 2011
Jefferies & Company  June 2006 - October 2008
Sanders Morris Harris   June 2001 - May 2006

Skills
Due Diligence, Corporate Finance, Valuation, Portfolio Management, Mergers & Acquisitions, Equities, Financial Modeling, Equity Research, Investment Banking

Education
University of New Orleans   1995 — 1999
Bachelor's degree, Finance, General, 3.5

Abby L. Rivera Abby L. Rivera Houston, Texas Details
Abby L. Rivera's Sanders Morris Harris Experience May 2004 - January 2007
Job Freelancer looking for a permanent position
Industry Fine Art
Experience
Friedkin Information Technology  May 2013 - March 2014
Friedkin Information Technology  December 2012 - May 2013
PAC Inc   January 2009 - November 2012
Hale-Mills Construction, Ltd  November 2008 - June 2012
Sanders Morris Harris   May 2004 - January 2007

Skills
Photography, Digital Photography, Adobe Creative Suite, Image Manipulation, Fine Art Photography, Video Production, Fine Art, Studio Lighting, Photoshop, Final Cut Pro, Commercial Photography, Studio Photography, Event Photography, Image Editing, Advertising, Architectural..., Portrait Photography, Commercial Visual Media, Fashion Photography, Conceptual Art, Digital Printing, Video Editing, Art, Lighting, Photos, Video, Art Direction, Lighting Control, Digital Media, Videography, Studio Management, Executive..., Administrative..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint

Education
University of Houston   2007 — 2010
Bachelor of Arts (B.A.), Photography & Digital Media

Houston Community College   1999 — 2009

Jason Ginder Jason Ginder New York, New York Details
Jason Ginder's Sanders Morris Harris Experience October 2003 - December 2012
Job Senior Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  September 2012 - Present
Sanders Morris Harris   October 2003 - December 2012
Wachovia Securities Financial Network  July 2003 - October 2003
Prudential Securities Incorporated  January 2000 - July 2003
CIBC World Markets  May 1989 - January 2000
Drexel Burnham Lambert  April 1987 - June 1989

Education
Cornell University
Bachelor of Science (BS), Applied Economics & Management

Brent Howard Brent Howard Houston, Texas Details
Brent Howard's Sanders Morris Harris Experience February 2006 - November 2012
Job Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  January 2012 - Present
Sanders Morris Harris   February 2006 - November 2012

Education
Texas Tech University   1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General

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