Smith Group Asset Management
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Smith Group Asset Management Employees
Ripple_Networks January 2014 - Present
City Surf Fitness June 2013 - Present
Smith Group Asset Management January 2011 - October 2014
American Airlines June 2010 - December 2010
Greensleeves LLC June 2009 - August 2009
Bluffview Wealth Management, LLC January 2008 - May 2009
Skills
Financial Analysis, Financial Modeling, Market Research, Social Media Marketing, Customer Service, Marketing, Marketing Strategy, Start-ups, Angel Investing, Marketing Communications, Copywriting, Sales Management, Sales Process, Sales Presentations, Entrepreneurship, Leadership, Sales, Business Development, CRM, Management
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2010
B.S., Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program, Development Economics and International Development
The Lawrenceville School 2002 — 2005
Lombard Medical Technologies January 2015 - Present
Smith Group Asset Management June 2014 - October 2014
The Marketing Arm January 2014 - May 2014
Tiffaney Dale Agency June 2013 - September 2013
Global Basketball March 2013 - August 2013
Southern Methodist University August 2011 - April 2012
Texas Heart Institute & St. Lukes Hospital July 2011 - July 2011
Skills
Facebook, Event Planning, Social Media Marketing, Marketing, Digital Marketing, Social Media, Public Relations, Photography, Email Marketing, Google Analytics, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Management, Marketing Strategy, Sports Marketing, Social Networking, Sports, Sports Management, Basketball, Research, Quality Control, Press Releases, Media Relations, AP Style, Digital Strategy, Outlook, Data Analysis, SnagIt, Digital Copywriting, Sponsorship Activation, Editing, Marketing Communications, Leadership Development, Sales, Medical Devices, Medical Technology
Education
Southern Methodist University 2010 — 2014
Bachelor of Science (B.S.) & Bachelor of Arts (B.A.), Sports Management & Markets and Culture
Smith Group Asset Management January 2007 - Present
Bank of America Private Bank March 1999 - December 2006
Education
Miami University 1982 — 1986
Bachelor of Science (BS), Economics
The University of Dallas
The University of Texas at Dallas
University of California, San Diego
Smith Group Asset Management September 2011 - Present
Morgan Stanley Smith Barney March 2005 - September 2011
Morgan Stanley Smith Barney August 2007 - March 2008
University of Georgia - Student Health Center Mental Health Clinic August 1999 - August 2000
United States Army January 1996 - June 1999
Skills
Series 7, Series 66, Asset Allocation, Uniform Combined State..., Financial Advisory, Series 63, Mutual Funds, ETFs, Alternative Investments, Strategic Financial..., Banking, Asset Management, Investment Advisory, Portfolio Management, Wealth Management, Investment Strategies, Equity Research, Strategy, Series 65, Securities, FINRA, Trading, Equities, Hedge Funds, Separately Managed..., Investment Management, Wealth Management..., Fixed Income, Retirement Planning
Education
Texas A&M University-Commerce 2001 — 2003
Bachelors of Business Administration, BBA
Ball High School
Ball High School
Smith Group Asset Management June 2012 - Present
Wallace Investment Management & Research March 2010 - June 2012
GuideStone Financial Resources March 2006 - March 2010
Russell/Mellon 2001 - 2006
Skills
Asset Allocation, Mutual Funds, Financial Services, Asset Managment, Investments, Wealth Management, Contract Negotiation, Strategic Financial..., Strategic Planning, Management, Asset Management, Direct Sales, Alternative Investments, Institutional..., Institutional Sales
Education
Baylor University - Hankamer School of Business 1992 — 1996
BBA, Management and Accounting
Greenfield Seitz Capital Management 2002 - Present
Smith Group Asset Management 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Finance
Tiff's Treats February 2012 - Present
Austin Acquisitions, LLC January 2011 - December 2011
First Turn Strategies, LLC January 2011 - December 2011
Smith Group Asset Management January 2010 - December 2010
Tiff's Treats 2001 - December 2010
Cimarron Asset Management, LLC August 2009 - January 2010
MBA Investment Fund, LLC 2007 - 2009
Banc of America Securities August 2003 - June 2007
Skills
Financial Modeling
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Finance
The University of Texas at Austin 1999 — 2003
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Business Finance
Hilton Worldwide July 2015 - Present
Nationstar Mortgage November 2013 - July 2015
Ocwen Financial Corporation February 2013 - November 2013
Ally Financial Inc. May 2012 - February 2013
Thomson Reuters January 2012 - May 2012
Chegg December 2010 - March 2012
University of Florida August 2009 - August 2011
Smith Group Asset Management April 2008 - March 2009
Fidelity Investments May 2007 - December 2007
National Center for Policy Analysis May 2006 - August 2006
Skills
Visual Basic, FoxPro, Economics, Research, SAS, Microsoft Excel, Econometrics, Microsoft Office, Statistical Modeling, PowerPoint, Data Analysis, Microsoft Word, Strategy, Leadership, Analytics, Microsoft SQL Server, R, Stata
Education
University of Florida 2009 — 2011
MA, Economics
The University of Texas at Arlington 2004 — 2007
Bachelors of Science, Economics
Matterhorn Capital Management, LLC June 2014 - Present
Atlas Efficiency Solutions March 2009 - Present
Covenant Multifamily Offices February 2012 - December 2012
Evermore Global Advisors April 2010 - January 2012
Smith Group Asset Management 2006 - 2009
Envestnet Asset Mgt 2003 - 2006
Lockwood Financial Services 2000 - 2003
Ohio Environmental Protection Agency 1993 - 1996
Raytheon 1991 - 1993
Skills
Investments, Mutual Funds, Wealth Management, Asset Management, Sales Management, Risk Management, Small Business, Management, Investment Management, Finance, Leadership, Financial Advisory, Business Planning, Customer Service, Customer Relations
Education
Texas State University 1996 — 1998
MBA, Finance
The Ohio State University 1985 — 1990
BS, Natural Resources
Smith Group Asset Management May 2013 - Present
Life in the Trinity Ministry August 2008 - December 2014
Integra Hospital Management 2007 - 2008
Baylor Institute for Rehabilitation 2003 - 2007
Skills
Program Development, Strategic Planning, Consulting
Education
University of Texas at Dallas - Naveen Jindal School of Management 1992 — 1997
MBA, Business
Texas Woman's University 1984 — 1987
BS, Physical Therapy
Lazard Asset Management January 2011 - Present
Smith Group Asset Management January 2006 - December 2010
Belmont Wealth Management January 2002 - January 2006
U.S. Trust December 1992 - January 2002
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Hedge Funds, Investments, Financial Modeling, Investment Strategies, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 1989 — 1991
MBA
Texas Tech University 1984 — 1988
BS, International Trade
Northern Trust Asset Management July 2012 - Present
United Capital Financial Partners, Inc December 2010 - June 2012
Smith Group Asset Management October 2007 - March 2009
Envestnet Asset Management February 1998 - September 2007
Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Investments, Financial Advisory, Risk Management, Alternative Investments, Series 7
Education
Northern Illinois University 1994 — 1997
Bachelor of Science (BS), Accounting and Finance
Smith Group Asset Management February 2010 - Present
Cimarron Asset Management November 2006 - January 2010
Mercer Human Resource Consulting 2001 - 2007
SCA Consulting May 1999 - October 2001
Halliburton 1995 - 1997
Price Waterhouse 1992 - 1995
Skills
Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Accounting, Executive Pay, Due Diligence, Management Consulting, Equities, Investments
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
Texas A&M University 1988 — 1992
BBA, Accounting
Smith Group Asset Management June 2007 - Present
Intergraph February 1990 - June 1995
Peat Marwick September 1988 - February 1990
Skills
Self Motivated, Detail Oriented, Highly Organized &..., Experienced in Fiancial..., Work Well with Others
Education
Auburn University 1984 — 1988
Bachelor of Science in Business Administration, Accounting