South Texas Money Management

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South Texas Money Management Employees

Employee
Years
Job
Industry
Jeff Kikel, ChFC®, CRPC® Jeff Kikel, ChFC®, CRPC® Austin, Texas Area Details
Jeff Kikel, ChFC®, CRPC®'s South Texas Money Management Experience December 2014 - Present
Job Vice President of Business Development and Senior Investment Advisor at South Texas Money Management
Industry Financial Services
Experience
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

Jessica Berrospe Jessica Berrospe San Antonio, Texas Details
Jessica Berrospe's South Texas Money Management Experience March 2013 - March 2013
Job Premier Practice Solutions, LLC
Industry
Experience
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

Son Nguyen, CFA Son Nguyen, CFA Greater Chicago Area Details
Son Nguyen, CFA's South Texas Money Management Experience 2009 - 2012
Job Equity Analyst at William Harris Investors
Industry Investment Management
Experience
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

Andrew Weis Andrew Weis Tampa/St. Petersburg, Florida Area Details
Andrew Weis's South Texas Money Management Experience 2007 - 2011
Job Senior Analyst at Falcon Research
Industry Investment Management
Experience
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

Nico Gleza Nico Gleza Houston, Texas Area Details
Nico Gleza's South Texas Money Management Experience April 2005 - May 2007
Job Senior Audit Manager at PwC
Industry Accounting
Experience
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

Amanda Marbut Amanda Marbut San Antonio, Texas Details
Amanda Marbut's South Texas Money Management Experience August 2014 - February 2015
Job Community Economic Development Volunteer at Peace Corps
Industry International Affairs
Experience
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

Drew Swanson Drew Swanson Greater Salt Lake City Area Details
Drew Swanson's South Texas Money Management Experience August 2007 - February 2008
Job Strategic Account Executive at Domo, Inc.
Industry Information Technology and Services
Experience
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

Danielle M. Williams, MBA Danielle M. Williams, MBA Houston, Texas Area Details
Danielle M. Williams, MBA's South Texas Money Management Experience September 2005 - May 2011
Job Supervisor, Human Resources
Industry Human Resources
Experience
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

Michelle Villaseñor Romero Michelle Villaseñor Romero San Antonio, Texas Area Details
Michelle Villaseñor Romero's South Texas Money Management Experience November 2000 - April 2013
Job Managing Partner at Premier Practice Solutions, LLC
Industry Financial Services
Experience
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

Sylvia Reyna Rodriguez Sylvia Reyna Rodriguez San Antonio, Texas Area Details
Sylvia Reyna Rodriguez's South Texas Money Management Experience July 2003 - May 2011
Job Asst Director, Business Operations at UTHSCSA
Industry Hospital & Health Care
Experience
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

Michael Nance, CFA Michael Nance, CFA San Antonio, Texas Area Details
Michael Nance, CFA's South Texas Money Management Experience September 2013 - Present
Job Senior Equity Analyst at South Texas Money Management
Industry Investment Management
Experience
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

Cheryl Thorpe Cheryl Thorpe San Antonio, Texas Details
Cheryl Thorpe's South Texas Money Management Experience August 2008 - Present
Job NonProfit and Institutional Business Associate at South Texas Money Management, Ltd.
Industry Investment Management
Experience
South Texas Money Management   August 2008 - Present
Northside Ford  June 1994 - April 2005

Skills
Investments

Education
The University of Texas at Austin   1986 — 1988

Madelon Leone Madelon Leone San Antonio, Texas Area Details
Madelon Leone's South Texas Money Management Experience October 2001 - Present
Job Senior Investment Advisor at South Texas Money Management
Industry Investment Management
Experience
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

Sarah Van Shoubrouek Sarah Van Shoubrouek Oklahoma City, Oklahoma Details
Sarah Van Shoubrouek's South Texas Money Management Experience January 2013 - October 2013
Job Industrial Security Specialist
Industry Aviation & Aerospace
Experience
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

Hutch Bryan CFA Hutch Bryan CFA San Antonio, Texas Area Details
Hutch Bryan CFA's South Texas Money Management Experience August 2009 - Present
Job Executive VP and Director of Fixed Income at South Texas Money Management
Industry Investment Management
Experience
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

Christina Markell-Balleza Christina Markell-Balleza San Antonio, Texas Details
Christina Markell-Balleza's South Texas Money Management Experience September 2011 - Present
Job EVP, General Counsel, and CCO at South Texas Money Management
Industry Law Practice
Experience
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

Christina Lecholop Christina Lecholop San Antonio, Texas Area Details
Christina Lecholop's South Texas Money Management Experience April 2009 - Present
Job at South Texas Money Management
Industry Financial Services
Experience
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

P Krueger P Krueger Austin, Texas Area Details
P Krueger's South Texas Money Management Experience Vice-President and Portfolio Manager of the Trust Investments DepartmentFirst City Bank, Austin TXMay 1993 - September 2000
Job Senior IA at South Texas Money Management
Industry Financial Services
Experience
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

Leah R. Bennett, CFA, CIC Leah R. Bennett, CFA, CIC San Antonio, Texas Area Details
Leah R. Bennett, CFA, CIC's South Texas Money Management Experience July 2013 - Present
Job Co Chief Investment Officer at South Texas Money Management
Industry Investment Management
Experience
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

Carlisle Maxwell O'Brien Carlisle Maxwell O'Brien San Antonio, Texas Area Details
Carlisle Maxwell O'Brien's South Texas Money Management Experience June 2010 - April 2013
Job Have Worked in Finance, Marketing and Public Relations
Industry Financial Services
Experience
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

Allison Rowland Allison Rowland San Antonio, Texas Area Details
Allison Rowland's South Texas Money Management Experience June 2011 - July 2015
Job Employed at USAA Real Estate Company
Industry Financial Services
Experience
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

Amanda Gaines Amanda Gaines Angleton, Texas Details
Amanda Gaines's South Texas Money Management Experience 2012 - 2012
Job Office Manager at Finley & Neal Financial Services, PLLC
Industry Financial Services
Experience
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

August Sullivan August Sullivan San Antonio, Texas Details
August Sullivan's South Texas Money Management Experience June 2011 - July 2011
Job Business Development Director at San Antonio Bcycle
Industry Nonprofit Organization Management
Experience
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

Devin Benton Devin Benton Dallas/Fort Worth Area Details
Devin Benton's South Texas Money Management Experience April 2011 - July 2013
Job VP Institutional Sales at OFI Global/Oppenheimer Funds
Industry Financial Services
Experience
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

Monica Wiggins Monica Wiggins San Antonio, Texas Area Details
Monica Wiggins's South Texas Money Management Experience February 2015 - Present
Job Executive and Database Assistant at South Texas Money Management, Ltd.
Industry Security and Investigations
Experience
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

Callie Price Callie Price San Antonio, Texas Details
Callie Price's South Texas Money Management Experience May 2014 - Present
Job Marketing Assistant at South Texas Money Management
Industry Marketing and Advertising
Experience
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

James Genteman James Genteman Dallas/Fort Worth Area Details
James Genteman's South Texas Money Management Experience June 2007 - May 2011
Job SeniorTrader
Industry Financial Services
Experience
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

Kristin Kornegay Kristin Kornegay Raleigh-Durham, North Carolina Area Details
Kristin Kornegay's South Texas Money Management Experience October 2006 - January 2007
Job Surgical Product Manager
Industry Medical Devices
Experience
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

Kipp Cummins, CFA Kipp Cummins, CFA Austin, Texas Area Details
Kipp Cummins, CFA's South Texas Money Management Experience June 2006 - May 2012
Job Associate Portfolio Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
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

Morgan Fisher Morgan Fisher Houston, Texas Details
Morgan Fisher's South Texas Money Management Experience May 2012 - January 2013
Job Audit Associate at KPMG US
Industry Accounting
Experience
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

Jay Hammond Jay Hammond San Antonio, Texas Area Details
Jay Hammond's South Texas Money Management Experience August 2010 - Present
Job Junior Equity Analyst at South Texas Money Management
Industry Financial Services
Experience
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

Toby Calvert Toby Calvert San Antonio, Texas Details
Toby Calvert's South Texas Money Management Experience May 2003 - February 2011
Job Luther King Capital Management, Investment Counselor
Industry Financial Services
Experience
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 Pamela Krueger Austin, Texas Area Details
Pamela Krueger's South Texas Money Management Experience 2006 - 2010
Job President and Chief Investment Officer at Pamela Krueger and Company, Inc. and Womanvest
Industry Investment Management
Experience
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

Barbara Dickson Barbara Dickson Dallas/Fort Worth Area Details
Barbara Dickson's South Texas Money Management Experience 2008 - Present
Job Sr. Investment Advisor at South Texas Money Management
Industry Investment Management
Experience
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

Daniel Ward Daniel Ward Greater Nashville Area Details
Daniel Ward's South Texas Money Management Experience 2013 - 2014
Job Analyst at Bailey Southwell & Co.
Industry Investment Banking
Experience
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

Brooke Weiss Brooke Weiss San Antonio, Texas Details
Brooke Weiss's South Texas Money Management Experience April 2012 - May 2014
Job marketing/sales operations/PR
Industry Investment Management
Experience
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

Becky Villasenor Becky Villasenor San Antonio, Texas Area Details
Becky Villasenor's South Texas Money Management Experience September 2001 - April 2006
Job Loan Officer at CLM Mortgage (NMLS# 1388884)
Industry Financial Services
Experience
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