South Texas Money Management
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South Texas Money Management Employees
City of Cedar Park September 2015 - Present
South Texas Money Management December 2014 - Present
Edward Jones March 2013 - December 2014
Charles Schwab January 2011 - February 2013
Fidelity Investments December 2009 - January 2011
J and C Wineshop November 2008 - December 2009
Fidelity Investments September 2006 - December 2009
Fidelity Investments January 2003 - September 2006
Fidelity Investments September 1999 - January 2003
Fidelity Investments September 1995 - September 1999
Skills
Retirement, Holistic Financial..., Microsoft Excel, Microsoft Word, PowerPoint, Access, Investments, Investment Strategies, Fixed Annuities, Financial Advisory, Portfolio Review, Insurance, Series 6, Financial Services, Strategic Planning, Series 7, Series 66, Life/Health Insurance..., Retirement Planning, Financial Planning, Finance, Leadership, 401k, Management
Education
College for Financial Planning 2012 — 2012
CRPC, Finance and Financial Management Services
Texas Tech University 2010 — 2012
Bachelor of Arts (B.A.), University Studies
The American College 2001 — 2007
ChFC, Financial Planning
The University of Texas at Arlington 1986 — 1991
Psychology
Premier Practice Solutions, LLC March 2015 - Present
Whole Fruit JPC, Inc. June 2014 - February 2015
The Investment Society Trading Group October 2012 - May 2013
South Texas Money Management March 2013 - March 2013
Junior Achievement of South Texas-San Antonio January 2012 - April 2012
The University of Texas at Austin January 2011 - May 2011
Casa Garcia's Corporate Office 2008 - 2011
Skills
Microsoft Excel, Customer Service, Research, Teamwork, Bloomberg Terminal, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Public Speaking, Time Management, Financial Analysis, Access, Spanish, Leadership, Management
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
William Harris Investors 2014 - Present
RoomVa 2013 - 2014
QVT Financial LP 2013 - 2013
South Texas Money Management 2009 - 2012
eBay Marketplaces 2006 - 2009
Smith Barney 2008 - 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Analytic Finance, Entrepreneurship
Trinity University 2005 — 2009
B.S. Business Administration, Finance, International Economics
Falcon Research May 2014 - Present
Weis Capital Research January 2012 - May 2014
South Texas Money Management 2007 - 2011
Austin, Calvert & Flavin, Inc. 1994 - 2006
Barrington Partners 1990 - 1994
Skills
Asset Management, Portfolio Management, Equities, Stock Picking, Investments, Forecasting, Financial Modeling, Financial Statement..., Valuation, Competitive Analysis, Business Strategy, Idea Generation, Financial Databases, Decision Support, Information Technology, Business Perspective, Staff Development, Mobile Technology, Technical Analysis, Trading, Data Analysis, Financial Data..., Alternative Investments, Hedge Funds, Due Diligence, Bloomberg, Strategy, Asset Allocation, Private Equity, Investment Strategies, Fixed Income, Financial Markets, Mutual Funds, Venture Capital, Emerging Markets, Corporate Development
Education
St. Edward's University
Master of Business Administration (MBA), Finance
The University of Texas at Austin
Bachelor of Science (BS), Television and Film
PwC July 2015 - Present
PwC July 2012 - Present
PwC July 2010 - June 2012
PwC August 2007 - June 2010
South Texas Money Management April 2005 - May 2007
Skills
Auditing, Financial Accounting, US GAAP, SEC filings, Sarbanes-Oxley
Education
Trinity University 2006 — 2007
MACC, Accounting
Trinity University 2002 — 2006
B.A, Mathematics
Peace Corps March 2015 - Present
South Texas Money Management August 2014 - February 2015
Viking Creations December 2010 - May 2014
SeaWorld Orlando May 2013 - August 2013
Cherokee County Historical Museum May 2012 - June 2012
South Texas Money Management May 2011 - August 2011
Berry College August 2010 - February 2011
America's Incredible Pizza Company May 2008 - August 2010
Hope Church June 2009 - August 2009
Skills
Social Networking, PowerPoint, Event Planning, Customer Service, QuickBooks, Prezi, Microsoft Excel, Microsoft Word, Management, PastPerfect, ILLiad, Access, CRM, Microsoft Publisher, Budgets, Microsoft Office, Time Management, Training, Google Docs, Sales, Leadership, Public Speaking, Research, Program Development, English, Teamwork, Entrepreneurship
Education
Berry College 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies; History
International School of the Americas
Domo, Inc. May 2015 - Present
Domo, Inc. June 2013 - April 2015
Domo, Inc. September 2012 - May 2013
FactSet Research Systems March 2010 - August 2012
FactSet Research Systems July 2008 - February 2010
South Texas Money Management August 2007 - February 2008
Skills
Business Intelligence, Sales, SaaS, Lead Generation, Salesforce.com, Customer Service, Performance Dashboards, Performance Management, Training, Key Account Management, Financial Markets, Investment Management, Financial Modeling, Sales Operations, Enterprise Software, Team Leadership, Finance, Sales Process, Analytics, Solution Selling, Leadership, Management, CRM
Education
Trinity University 2004 — 2008
BS, Business Administration - Finance
The Men's Wearhouse, Inc October 2011 - Present
Accent Services June 2011 - October 2011
South Texas Money Management September 2005 - May 2011
United Way January 1996 - February 2002
Skills
Human Resources, Recruiting, Talent Acquisition, Investment Management, Client Relations Skills, Investments, PeopleSoft, Customer Service, Onboarding, Employee Relations, Applicant Tracking..., Technical Recruiting, Strategic Planning, Employee Benefits, Sourcing, FMLA, Leave of Absence, Employment-based..., Hiring, Staffing Services, Temporary Placement, Interviews, HRIS, Benefits Administration, Screening Resumes, Talent Management, Screening, Employee Training
Education
McNeese State University
BA, Liberal Studies
Our Lady of the Lake University
MBA, Management
Premier Practice Solutions, LLC 2013 - Present
South Texas Money Management November 2000 - April 2013
South Texas Money Management 2006 - 2011
South Texas Money Management 2003 - 2006
South Texas Money Management 2000 - 2003
Frost Bank August 1998 - November 2000
Skills
Investment Management, Asset Allocation, Investment Advisory, Investments, Asset Management, Mutual Funds, Portfolio Management, Equities, Bloomberg, Equity Research, Financial Modeling, Wealth Management, Trading, Bonds, Alternative Investments, Investment Strategies, Securities, Wealth Management..., Equity Trading, Management, Project Management, Project Planning, Employee Training, Software Implementation, Trading Systems, Interviews, Hiring Personnel, Organizational..., Asset Managment, Microsoft Office, Goal Oriented, Mentoring, Financial Analysis, Fixed Income, Valuation, Leadership, Executive Management, Strategic Planning, Financial Services, Finance, Analysis, Entrepreneurship, Customer Service
Education
St. Mary's University
Bachelor of Business Administration (BBA), Finance/Financial Services & Risk Management, Cum Laude
UT Health Science Center, SA October 2012 - Present
Herndon Plant Oakley [Oxbow Advisors] July 2011 - June 2012
South Texas Money Management July 2003 - May 2011
JPMorgan Chase April 1981 - August 2001
Skills
Insurance, Account Reconciliation, client services, Project Coordination, System Implementations, Disaster Recovery, Fixed Income, Equity Trading, Mutual Funds, Management, Software Implementation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investment Advisory, Portfolio Management, Finance, Securities, Trading, Back Office, Investment Management, Invoicing, Customer Service, Financial Analysis, Team Building, Asset Allocation, Financial Services, Bloomberg, Financial Reporting, Cash Management, Options, Settlement, Global Custody, Client Services, Budgets, Asset Management, Investments, Financial Modeling, Leadership, Equities
Education
Texas A&M University-Kingsville 1977 — 1979
BBA Marketing, Business Adm
South Texas Money Management September 2013 - Present
South Texas Money Management September 2012 - September 2013
South Texas Money Management June 2009 - September 2012
Skills
Equities, Asset Allocation, Investments, Asset Managment, Financial Analysis, Bloomberg, Investment Management, Research, Equity Research, Public Speaking, Valuation, Investment Advisory
Education
Trinity University 2005 — 2009
Bachelors of Science, Finance
South Texas Money Management August 2008 - Present
Northside Ford June 1994 - April 2005
Skills
Investments
Education
The University of Texas at Austin 1986 — 1988
South Texas Money Management October 2001 - Present
Glass Management Company January 1992 - August 1995
Merrill Lynch Institutional Sales & Trading August 1987 - January 1990
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Investment Management, Equities
Education
Texas A&M University 1982 — 1986
BBA, Finance
Boeing October 2014 - Present
Boeing January 2014 - October 2014
South Texas Money Management January 2013 - October 2013
University of Oklahoma September 2011 - December 2012
South Texas Money Management May 2012 - August 2012
Julia's Academy of International Dance February 2011 - May 2011
Skills
Community Outreach, Higher Education, Event Planning, Student Services, Microsoft Office, Marketing, Investments, Driven By Results, Coordinating Schedules
Education
University of Oklahoma 2011 — 2012
BA, Marketing
Blinn College 2009 — 2010
Northwest Vista College 2008 — 2009
South Texas Money Management August 2009 - Present
AIG March 2000 - August 2009
The Chase Manhattan Bank August 1990 - February 2000
Skills
Fixed Income, Portfolio Management, Asset Managment, Bonds, Bloomberg, Investments, Mutual Funds, Asset Allocation, Trading, Investment Advisory, Wealth Management, Investment Management
Education
Texas A&M University - Mays Business School 1988 — 1990
MBA, Finance
Southern Methodist University 1981 — 1985
BBA/BA, Business
Landa Gardens Conservancy January 2012 - Present
South Texas Money Management September 2011 - Present
United Way of Metropolitan Dallas January 2008 - August 2011
Haynes and Boone, LLP October 2003 - August 2011
Matthews Branscomb July 2002 - August 2002
Skills
Investments, Securities Regulation
Education
The University of Texas School of Law 2000 — 2003
JD, Law
St. Mary's University 1996 — 1999
B.A., Political Science
South Texas Money Management April 2009 - Present
Merrill Lynch August 2004 - April 2009
Education
The University of Texas at Austin 2001 — 2004
BS, Corporate Communication
South Texas Money Management Vice-President and Portfolio Manager of the Trust Investments DepartmentFirst City Bank, Austin TXMay 1993 - September 2000
Education
The University of Texas at Austin
B.S.
University of New Haven
MBA
South Texas Money Management July 2013 - Present
CFA Institute August 2012 - Present
King Investment Advisors, Inc. August 1995 - July 2013
American Funds June 1992 - August 1995
Education
Texas A&M University 1987 — 1991
BS, Economics
South Texas Money Management June 2010 - April 2013
Tycoon Flats January 2009 - May 2010
Golden & Co. March 2008 - December 2008
The Mind Science Foundation August 2007 - January 2008
Education
St. Mary's University 2009 — 2010
MBA, MBA
The University of Texas at Austin 2003 — 2007
Communications, Human Relations
USAA Real Estate Company July 2015 - Present
South Texas Money Management June 2011 - July 2015
Texas AgFinance February 2005 - December 2010
American National Bank (now Sage Capital Bank) July 2003 - February 2005
Independent Cattlemen's Association of Texas January 2003 - June 2003
Skills
Excel, Customer Relations, Word, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Real Estate, Customer Service, Public Speaking, Event Planning, Financial Analysis, Accounting, Research, Outlook, Strategic Planning
Education
Texas A&M University 1998 — 2002
Bachelor of Science, Agricultural Economics, Food and Fiber Marketing
Finley & Neal Financial Services, PLLC July 2012 - Present
South Texas Money Management 2012 - 2012
Lake Jackson Imaging 2010 - 2012
IPH Home Health 2005 - 2010
Skills
Team Building, Project Planning, Accounts Payable, Microsoft Excel, Human Resources, Outlook, Administration, Employee Relations, Process Scheduler, Time Management, Payroll, Customer Service, Sales, Strategic Planning, Microsoft Office
Education
Brazosport College
SA BCycle January 2013 - May 2015
United Way of Williamson County August 2012 - December 2012
Southwestern University August 2010 - February 2012
South Texas Money Management June 2011 - July 2011
Skills
Social Media Marketing, Customer Service, Marketing Communications, Writing, Press Releases, Social Media, Microsoft Office, Research, PowerPoint, Non-profits, Public Speaking, Microsoft Excel, Public Relations, Community Outreach, Facebook, Business Networking, Customer Engagement, Tennis, Nonprofits
Education
Southwestern University 2009 — 2012
Batchelor of Arts, Business and Economics
OFI Global/Oppenheimer Funds March 2014 - Present
OFI Global/Oppenheimer Funds July 2013 - March 2014
South Texas Money Management April 2011 - July 2013
Southwest Securities Clearing Services Dept July 2009 - April 2011
Capital Institutional Services May 2000 - January 2007
US Army 1996 - 2000
Skills
Investments, Asset Management, Equities, Hedge Funds, Financial Services, CRM, Institutional..., Mutual Funds, Wealth Management, Portfolio Management, Alternative Investments, Business Development, Investment Management, Asset Allocation, Investment Advisory, Investment Strategies, Series 7, Fixed Income
Education
University of Missouri-Columbia, College of Business 1993 — 1995
Kemper Military College 1991 — 1993
South Texas Money Management February 2015 - Present
Hayden & Cunningham, PLLC October 2014 - January 2015
Verizon Wireless November 2004 - December 2013
Verizon Wireless 2003 - 2004
Verizon Wireless 2000 - 2003
Verizon Wireless formerly PrimeCo PCS 1999 - 2000
Verizon Wireless formerly PrimeCo PCS 1998 - 1999
Verizon Wireless formerly PrimeCo PCS 1996 - 1998
Raba Kistner, Inc. 1994 - 1996
Industrial Shows of Latin America 1992 - 1993
Education
The University of Texas at San Antonio
International Business Administration
University of Phoenix
Business Administration
South Texas Money Management May 2014 - Present
South Texas Money Management February 2013 - May 2014
South Texas Money Management, Ltd. August 2012 - February 2013
Nelson Puett & Associates June 2007 - June 2012
Education
The University of Texas at Austin
Bachelor of Science, Applied Learning and Development
United Capital Financial Advisers, LLC July 2014 - Present
Amegy Bank May 2011 - December 2012
South Texas Money Management June 2007 - May 2011
Frost Bank August 1996 - June 2007
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Equities, Asset Management, Mutual Funds, Bloomberg, Investment Management, Financial Modeling, Wealth Management, Financial Analysis, Investment Advisory, Bonds, Equity Research, Alternative Investments, Capital Markets, Private Equity, Valuation, Trading, Hedge Funds
Education
The University of Texas at San Antonio 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
W.B. Ray
Teleflex Medical September 2014 - Present
Teleflex August 2013 - September 2014
Teleflex February 2013 - August 2013
Teleflex 2012 - February 2013
Teleflex 2011 - 2012
WomanCare Global April 2010 - August 2010
WomanCare Global October 2009 - April 2010
Ipas September 2007 - October 2009
SurveySA March 2007 - June 2007
South Texas Money Management October 2006 - January 2007
Skills
Marketing Strategy, Event Planning, Market Research, Marketing, Strategic Planning, Cross-functional Team..., Social Media, Microsoft Excel, Market Analysis, Public Speaking, PowerPoint, Research, Microsoft Office, Sales, Business Strategy
Education
Trinity University 2003 — 2007
Bachelor of Science, Marketing
Trinity University 2003 — 2007
Bachelor of Science in Marketing
Dimensional Fund Advisors January 2015 - Present
Dimensional Fund Advisors May 2012 - Present
South Texas Money Management June 2006 - May 2012
Skills
Investment Management, Fixed Income, Bloomberg, Asset Allocation, Trading, Bonds, Investment Strategies, Asset Management, Mutual Funds, Investment Advisory, Hedging, Portfolio Management, Investments, Financial Modeling, Equities
Education
The University of Texas at Austin 2013 — 2016
Master of Business Administration (MBA)
Trinity University 2002 — 2006
B.S. Business Administration, Finance
KPMG September 2015 - Present
KPMG US January 2014 - April 2015
ABIP, P.C. July 2013 - December 2013
South Texas Money Management May 2012 - January 2013
US Army Corps of Engineers May 2011 - August 2011
Solucion Relocation Services May 2011 - July 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis
Education
Trinity University 2014 — 2015
Master's degree, Accounting
Trinity University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
South Texas Money Management August 2010 - Present
Westwood Management June 2008 - August 2008
Skills
Bloomberg, Equities, Equity Research, Valuation, Financial Modeling
Education
The University of Texas at San Antonio 2009 — 2010
Masters, Finance
Trinity University 2005 — 2009
BS, Finance
Luther King Capital Management February 2011 - Present
South Texas Money Management May 2003 - February 2011
Austin, Calvert & Flavin, Inc. March 1996 - May 2003
Skills
Portfolio Management, Fixed Income, Equities, Private Equity, Equity Research, Investment Management, Alternative Investments, Wealth Management, Investment Advisory, Bonds, Asset Allocation, Capital Markets, Investment Strategies, Financial Analysis, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
MBA, Securities Analysis, Portfolio Management
The University of Texas at Austin 1980 — 1985
BS, Geology
Pamela Krueger and Company, Inc. and Womanvest December 2014 - Present
Austin Financial Partners February 2014 - October 2014
South Texas Money Management 2006 - 2010
Third Coast Wealth Advisors 1993 - 2010
Krueger and Jackson, Inc. 1993 - 2004
First City Texas September 1988 - May 1993
Skills
Investments, Portfolio Management, Financial Planning,..., 401k investing, Asset Management, Investment Advisory, Team Management, Public Speaking, Securities, Retirement Planning, Professional Writing, Investment Management, Fixed Income
Education
University of Texas, Austin 1971 — 1974
Bachelor of Arts with Honors, Statistics, Psychology
The University of Texas at Austin
South Texas Money Management 2008 - Present
Rutland Dickson Asset Management, LLC 1992 - 2008
Republic National Bank 1975 - 1992
Skills
Investments, Equities, Asset Managment, Financial Analysis, Mutual Funds, Bonds
Education
The University of Texas at Dallas
MAS, Finance
Tulane University 1969 — 1973
BA, History
Bailey Southwell & Co. 2015 - Present
South Texas Money Management 2013 - 2014
T3 Trading Group, LLC 2013 - 2013
Xanterra Parks & Resorts 2011 - 2012
Colorado College Investment Club 2009 - 2012
Colorado College 2010 - 2011
United States Senate 2010 - 2010
Skills
Stata, Investments, Econometrics, Microsoft Office, Mathematica, Data Analysis, Biopharmaceuticals, Mac, Research, Statistics, Fundamental Analysis, Asset Allocation, Outlook, Mathematics, Equity Trading, Technical Analysis, Bloomberg Terminal, Economics, Equity Research, Finance, Financial Analysis, Financial Modeling, Portfolio Management, Swing Trading, Minitab, Political Science, Day Trading, Capital IQ
Education
CFA Program 2014 — 2015
Level II Candidate
Colorado College 2009 — 2012
Bachelor of Arts, Mathematical Economics
John Bapst Memorial High School 2005 — 2009
South Texas Money Management April 2012 - May 2014
DePuy Orthopaedics January 2010 - February 2012
Jefferson Bank 2006 - 2008
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Journalism, Public Relations
CLM Mortgage, LLC July 2015 - Present
Cabrera Capital Markets, LLC January 2010 - Present
Ramirez & Co., Inc. April 2006 - January 2010
South Texas Money Management September 2001 - April 2006
Education
The University of Texas at Austin 1997 — 2001