Southwest Securities, Inc.
Industry: Company
DescriptionHeadquarters: Dallas, TX Founded: 1986 Parent organization: SWS Group
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Southwest Securities, Inc. Employees
Employee
Years
Job
Industry
Nicholas Wells, CFA Nicholas Wells, CFA's Southwest Securities, Inc. Experience April 2010 - July 2010
Job Research Associate at Capital Group
Industry Investment Management
Experience
Capital Group June 2013 - Present
UBS Investment Bank June 2012 - May 2013
NYU Stern School of Business August 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Telsey Advisory Group November 2010 - April 2011
SOUTHWEST SECURITIES, INC April 2010 - July 2010
SOUTHWEST SECURITIES, INC June 2007 - April 2010
CITIGROUP June 2006 - June 2007
Skills
Equity Research, Value Investing, Valuation, Investments, Economics, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Writing, Fixed Income, Microsoft Excel, Bloomberg, Series 7, Series 63, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master, Specializations in Finance and Economics
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Management
Capital Group June 2013 - Present
UBS Investment Bank June 2012 - May 2013
NYU Stern School of Business August 2010 - May 2012
UBS Investment Bank June 2011 - August 2011
Telsey Advisory Group November 2010 - April 2011
SOUTHWEST SECURITIES, INC April 2010 - July 2010
SOUTHWEST SECURITIES, INC June 2007 - April 2010
CITIGROUP June 2006 - June 2007
Skills
Equity Research, Value Investing, Valuation, Investments, Economics, Equities, Hedge Funds, Financial Analysis, Financial Modeling, Writing, Fixed Income, Microsoft Excel, Bloomberg, Series 7, Series 63, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master, Specializations in Finance and Economics
Texas Tech University - Rawls College of Business 2002 — 2006
BBA, Management
Katie Wittwer Katie Wittwer's Southwest Securities, Inc. Experience January 2013 - Present
Job Taxable Fixed Income Trader
Industry Financial Services
Experience
Southwest Securities, Inc. January 2013 - Present
Southwest Securities, Inc. June 2009 - June 2014
CreditAssist Financial Services August 2007 - August 2008
Skills
Fixed Income, Bonds, Bloomberg, Structured Products, Series 63, Series 7, Trading, High Yield Bonds, Electronic Trading, Bond Markets, FINRA, Convertible Bonds, Corporates, Microsoft Excel, Series 24, ETFs, Preferred Stock, Government Bonds, Certificates of Deposit, UIT, Capital Markets, Equities, Securities
Education
Southern Methodist University
Bachelor of Science, Economics with Financial Applications
Southwest Securities, Inc. January 2013 - Present
Southwest Securities, Inc. June 2009 - June 2014
CreditAssist Financial Services August 2007 - August 2008
Skills
Fixed Income, Bonds, Bloomberg, Structured Products, Series 63, Series 7, Trading, High Yield Bonds, Electronic Trading, Bond Markets, FINRA, Convertible Bonds, Corporates, Microsoft Excel, Series 24, ETFs, Preferred Stock, Government Bonds, Certificates of Deposit, UIT, Capital Markets, Equities, Securities
Education
Southern Methodist University
Bachelor of Science, Economics with Financial Applications
Don Burrows, Jr.'s Southwest Securities, Inc. Experience March 2012 - Present
Job Senior Vice President | Institutional Fixed Income | Investment Adviser
Industry Investment Management
Experience
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Marcellus Davis Marcellus Davis's Southwest Securities, Inc. Experience August 2010 - January 2013
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Southwest Securities, Inc. August 2010 - January 2013
AXA Advisors August 2009 - August 2010
Bank of America Merrill Lynch November 2005 - April 2009
Bank of America November 2000 - November 2005
Education
Prairie View A&M University 1993 — 1998
Bachelor of Science Degree in Business Administration, Major in Marketing
Lufkin High School 1993 — 1993
Jersey Village High School 1990 — 1993
Morgan Stanley January 2013 - Present
Southwest Securities, Inc. August 2010 - January 2013
AXA Advisors August 2009 - August 2010
Bank of America Merrill Lynch November 2005 - April 2009
Bank of America November 2000 - November 2005
Education
Prairie View A&M University 1993 — 1998
Bachelor of Science Degree in Business Administration, Major in Marketing
Lufkin High School 1993 — 1993
Jersey Village High School 1990 — 1993
Aaron Solganick's Southwest Securities, Inc. Experience January 2001 - January 2002
Job CEO at Solganick & Co.
Industry Investment Banking
Experience
Solganick & Co. September 2015 - Present
Generation Equity Advisors, LLC January 2009 - Present
B. Riley & Co. January 2007 - March 2008
KPMG Corporate Finance, LLC August 2004 - October 2006
SG Capital, LLC October 2002 - August 2004
Southwest Securities, Inc. January 2001 - January 2002
Perot Systems Corp. May 1998 - December 2000
American Electric Power January 1996 - May 1998
Bear Stearns & Co. March 1993 - November 1995
Skills
Corporate Finance, Mergers, Investment Banking, Deal Structuring, Private Equity, Corporate Development, Capital Markets, LBO, M&A experience, Valuation, Acquisitions, M&A execution, M&A analysis, International M&A, Deal Origination, Negotiation, Mergers & Acquisitions, Strategic Partnerships, Strategy, Financial Modeling
Education
Southern Methodist University 1998 — 2000
Master of Business Administration (MBA), Finance, Entreprenuership, Strategy
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance and Strategy
University of North Texas 1989 — 1994
BBA, Finance
Solganick & Co. September 2015 - Present
Generation Equity Advisors, LLC January 2009 - Present
B. Riley & Co. January 2007 - March 2008
KPMG Corporate Finance, LLC August 2004 - October 2006
SG Capital, LLC October 2002 - August 2004
Southwest Securities, Inc. January 2001 - January 2002
Perot Systems Corp. May 1998 - December 2000
American Electric Power January 1996 - May 1998
Bear Stearns & Co. March 1993 - November 1995
Skills
Corporate Finance, Mergers, Investment Banking, Deal Structuring, Private Equity, Corporate Development, Capital Markets, LBO, M&A experience, Valuation, Acquisitions, M&A execution, M&A analysis, International M&A, Deal Origination, Negotiation, Mergers & Acquisitions, Strategic Partnerships, Strategy, Financial Modeling
Education
Southern Methodist University 1998 — 2000
Master of Business Administration (MBA), Finance, Entreprenuership, Strategy
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance and Strategy
University of North Texas 1989 — 1994
BBA, Finance
Venitrice Austin's Southwest Securities, Inc. Experience 2004 - 2013
Job Accounts Receivable Coordinator
Industry Accounting
Experience
Associa January 2015 - Present
First Service Residential August 2014 - Present
Southwest Securities Inc 2004 - 2013
Southwest Securities Inc June 2003 - May 2004
Skills
Securities, Payments, Journal Entries, Accounting, Banking, Retirement, Credit, Finance, Branch Banking, Deposits, Cash Management, Financial Institutions, Cash Flow, Account Reconciliation, Back Office
Education
University of Phoenix-Dallas Campus 2012 — 2017
Business Administration and Management, General
Tyler Junior College 2001 — 2003
Associate's degree, Business Administration and Management, General
Associa January 2015 - Present
First Service Residential August 2014 - Present
Southwest Securities Inc 2004 - 2013
Southwest Securities Inc June 2003 - May 2004
Skills
Securities, Payments, Journal Entries, Accounting, Banking, Retirement, Credit, Finance, Branch Banking, Deposits, Cash Management, Financial Institutions, Cash Flow, Account Reconciliation, Back Office
Education
University of Phoenix-Dallas Campus 2012 — 2017
Business Administration and Management, General
Tyler Junior College 2001 — 2003
Associate's degree, Business Administration and Management, General
Dave Keltner Dave Keltner's Southwest Securities, Inc. Experience 1994 - 2013
Job Sr. Batch Configuration Analyst
Industry Information Technology and Services
Experience
KBM Group March 2014 - Present
Southwest Securities, Inc 1994 - 2013
Affiliated Computer Services February 1992 - March 1994
Skills
Tidal Enterprise..., Connect:Direct for..., Globalscapes FTP/SFTP, Batch Job Scheduling..., Job Migration Test to..., Change Control..., File Maintenance..., Vendor Management, Disaster Recovery, Business Analysis, Troubleshooting, Testing, Integration, Quality Assurance, Windows, Cisco Technologies, Networking, Software Documentation, Requirements Analysis, SharePoint, Software Installation
Education
Richland College 1985 — 1987
General Studies
Garland High School
KBM Group March 2014 - Present
Southwest Securities, Inc 1994 - 2013
Affiliated Computer Services February 1992 - March 1994
Skills
Tidal Enterprise..., Connect:Direct for..., Globalscapes FTP/SFTP, Batch Job Scheduling..., Job Migration Test to..., Change Control..., File Maintenance..., Vendor Management, Disaster Recovery, Business Analysis, Troubleshooting, Testing, Integration, Quality Assurance, Windows, Cisco Technologies, Networking, Software Documentation, Requirements Analysis, SharePoint, Software Installation
Education
Richland College 1985 — 1987
General Studies
Garland High School
Linsi Walker's Southwest Securities, Inc. Experience January 2013 - October 2013
Job Registered Sales Associate at The Advanced Planning Group of Raymond James
Industry Financial Services
Experience
The Advanced Planning Group of Raymond James October 2013 - Present
Southwest Securities, Inc. January 2013 - October 2013
Synergy Exteriors March 2012 - December 2012
Strasburger & Price, LLP June 2005 - March 2012
Skills
Financial Services, Series 7, Series 66, Life & Health Insurance..., Contract Negotiation, Recruiting, Business Development, Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Business Management
The Advanced Planning Group of Raymond James October 2013 - Present
Southwest Securities, Inc. January 2013 - October 2013
Synergy Exteriors March 2012 - December 2012
Strasburger & Price, LLP June 2005 - March 2012
Skills
Financial Services, Series 7, Series 66, Life & Health Insurance..., Contract Negotiation, Recruiting, Business Development, Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
BBA, Business Management
Joe Clay's Southwest Securities, Inc. Experience October 2000 - June 2014
Job Insurance Sales Manager at Siebert Insurance Agency
Industry Financial Services
Experience
Siebert Insurance Agency July 2014 - Present
Southwest Securities, Inc. October 2000 - June 2014
The Insource Group January 1999 - October 2000
Erapmus Network Services March 1997 - January 1999
Skills
SDLC, Business Analysis, Project Management, C#, SQL, Leadership, Property & Casualty..., Life Insurance, Financial Services, Team Building, Requirements Gathering, Databases, Requirements Analysis, Microsoft SQL Server, Series 66, Series 7, Commercial Insurance, Health Insurance, Trading Systems, Risk Management, Electronic Trading, Analysis, Equities, Business Intelligence, Enterprise Software, Visual Studio, .NET, Visual Basic, Software Documentation, XML, 3rd Party Software..., LINQ, ADO.NET, ASP.NET, ASP.NET MVC, PHP, Web Development, Web Design, Graphic Design, Web Applications, WordPress, Photoshop, Customer Communication, DOC1, AFP
Education
Illinois State University
Siebert Insurance Agency July 2014 - Present
Southwest Securities, Inc. October 2000 - June 2014
The Insource Group January 1999 - October 2000
Erapmus Network Services March 1997 - January 1999
Skills
SDLC, Business Analysis, Project Management, C#, SQL, Leadership, Property & Casualty..., Life Insurance, Financial Services, Team Building, Requirements Gathering, Databases, Requirements Analysis, Microsoft SQL Server, Series 66, Series 7, Commercial Insurance, Health Insurance, Trading Systems, Risk Management, Electronic Trading, Analysis, Equities, Business Intelligence, Enterprise Software, Visual Studio, .NET, Visual Basic, Software Documentation, XML, 3rd Party Software..., LINQ, ADO.NET, ASP.NET, ASP.NET MVC, PHP, Web Development, Web Design, Graphic Design, Web Applications, WordPress, Photoshop, Customer Communication, DOC1, AFP
Education
Illinois State University
Jordan Emerson Jordan Emerson's Southwest Securities, Inc. Experience December 2011 - July 2014
Job Problem Solver | Business Process Analyst & Consultant | Entrepreneur | Director of Awesome/Partner at The IT Guys
Industry Information Technology and Services
Experience
The IT Guys - Think Awesome! July 2014 - Present
Southwest Securities, Inc. December 2011 - July 2014
Tyler Technologies September 2008 - December 2011
Wincor Nixdorf November 2007 - May 2008
Skills
Software Implementation, SharePoint, Business Analysis, SQL, Software Project..., Microsoft SQL Server, Business Development, Business Process Design, Herding Cats, Requirements Analysis, Software Documentation, Visio, Databases, T-SQL, Requirements Gathering, Process Improvement, Business Intelligence, Training, Management
Education
Texas State University-San Marcos 2003 — 2007
Bachelor's Degree, Major - Criminal Justice; Minor - Forensic Psychology
Austin Community College 2002 — 2003
General Studies
Northwest Vista College 2001 — 2002
General Studies
The IT Guys - Think Awesome! July 2014 - Present
Southwest Securities, Inc. December 2011 - July 2014
Tyler Technologies September 2008 - December 2011
Wincor Nixdorf November 2007 - May 2008
Skills
Software Implementation, SharePoint, Business Analysis, SQL, Software Project..., Microsoft SQL Server, Business Development, Business Process Design, Herding Cats, Requirements Analysis, Software Documentation, Visio, Databases, T-SQL, Requirements Gathering, Process Improvement, Business Intelligence, Training, Management
Education
Texas State University-San Marcos 2003 — 2007
Bachelor's Degree, Major - Criminal Justice; Minor - Forensic Psychology
Austin Community College 2002 — 2003
General Studies
Northwest Vista College 2001 — 2002
General Studies
Amanda Near's Southwest Securities, Inc. Experience January 2014 - September 2014
Job Stock Plan Analyst
Industry Financial Services
Experience
NASDAQ Private Market October 2014 - Present
Southwest Securities, Inc. January 2014 - September 2014
Protected Investors of America May 2012 - December 2013
Bay Marketing October 2011 - May 2012
Embassy Suites-Grill 150 March 2011 - October 2011
The Melting Pot- Fondue October 2010 - June 2011
California State University Fullerton May 2007 - December 2007
Parking & Transportation, Cal State Fullerton January 2005 - January 2007
Bob Smith Toyota January 2004 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Office Management, Photoshop, Hospitality, OFAC, 70 WPM, Wine & Spirits Industry, Marketing, Data Entry, Social Media Marketing, SmartStation, Streetscape, Numeric Data Entry, Powerpo, Bing, PeopleSoft, QuickBooks, Bartending, Sales Operations, Sales, Satisfied Clients, Cold Calling, Warm Calling, Exceeding Quotas, CRM databases, Budgets
Education
San Francisco State University 2010 — 2011
Graduate, Women and Gender Studies
California State University 2005 — 2009
Bachelors Degree, History, GPA 3.7 Cum Laude
University of London 2007 — 2007
Bachelor's degree, History
NASDAQ Private Market October 2014 - Present
Southwest Securities, Inc. January 2014 - September 2014
Protected Investors of America May 2012 - December 2013
Bay Marketing October 2011 - May 2012
Embassy Suites-Grill 150 March 2011 - October 2011
The Melting Pot- Fondue October 2010 - June 2011
California State University Fullerton May 2007 - December 2007
Parking & Transportation, Cal State Fullerton January 2005 - January 2007
Bob Smith Toyota January 2004 - January 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Office Management, Photoshop, Hospitality, OFAC, 70 WPM, Wine & Spirits Industry, Marketing, Data Entry, Social Media Marketing, SmartStation, Streetscape, Numeric Data Entry, Powerpo, Bing, PeopleSoft, QuickBooks, Bartending, Sales Operations, Sales, Satisfied Clients, Cold Calling, Warm Calling, Exceeding Quotas, CRM databases, Budgets
Education
San Francisco State University 2010 — 2011
Graduate, Women and Gender Studies
California State University 2005 — 2009
Bachelors Degree, History, GPA 3.7 Cum Laude
University of London 2007 — 2007
Bachelor's degree, History
Gerald Finley's Southwest Securities, Inc. Experience January 1999 - July 1999
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent with Regional Brokerage Firm October 2001 - Present
Independent with Regional Brokerage Firm January 2000 - Present
Southwest Securities Inc. January 1999 - July 1999
CDH 1999 - 1999
Southwest Securities Inc. April 1994 - December 1998
Skills
Retirement Planning, Retirement, Wealth, Life Insurance, Investments, Customer Service, Financial Services, Public Speaking, Strategic Planning, Small Business, Investment Advisory, Wealth Management, Mutual Funds, Series 7, 401k, Strategic Financial..., Asset Allocation, Series 63, Financial Advisory, Fixed Annuities, Securities, Investment Strategies, Estate Planning, Financial Planners, Financial Planning
Education
University of North Texas 1987 — 1992
Business Administration and Management, General
Independent with Regional Brokerage Firm October 2001 - Present
Independent with Regional Brokerage Firm January 2000 - Present
Southwest Securities Inc. January 1999 - July 1999
CDH 1999 - 1999
Southwest Securities Inc. April 1994 - December 1998
Skills
Retirement Planning, Retirement, Wealth, Life Insurance, Investments, Customer Service, Financial Services, Public Speaking, Strategic Planning, Small Business, Investment Advisory, Wealth Management, Mutual Funds, Series 7, 401k, Strategic Financial..., Asset Allocation, Series 63, Financial Advisory, Fixed Annuities, Securities, Investment Strategies, Estate Planning, Financial Planners, Financial Planning
Education
University of North Texas 1987 — 1992
Business Administration and Management, General
Phyllis Knowles's Southwest Securities, Inc. Experience September 1998 - February 2010
Job Senior Manager, Operations Control at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2011 - Present
Knowles Consulting February 2010 - November 2011
Frisco Cares 2010 - 2011
Southwest Securities, Inc. September 1998 - February 2010
1st global capital 1992 - 1998
Skills
Operational Risk..., Internal Controls, Compliance, Risk Management, Risk Assessment, Underwriting, Auditing, Investment Management, Recruiting, Budgets, Strategy, Public Speaking, Sales, Process Improvement, Human Resources, Operations Management, Due Diligence, Securities, Hedge Funds, Leadership, Executive Management, Capital Markets, Internal Audit, Training, FINRA, Equities, AML, Financial Services, Series 7, Insurance, Mutual Funds, Mergers & Acquisitions, Financial Risk, Finance, Investments, Portfolio Management, Trading, Series 63, Series 24, Wealth Management, Start-ups, Alternative Investments, Asset Management, Investment Advisory, Relationship Management, Options, Strategic Financial..., Fixed Income, ETFs, Equity Trading
Education
Texas A&M University-Commerce 2008 — 2011
BSBA, Business
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Securities Industry Institute
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Certified Regulatory and Compliance Professional
Texas A&M University 1977 — 1978
Industrial Education
TD Ameritrade April 2011 - Present
Knowles Consulting February 2010 - November 2011
Frisco Cares 2010 - 2011
Southwest Securities, Inc. September 1998 - February 2010
1st global capital 1992 - 1998
Skills
Operational Risk..., Internal Controls, Compliance, Risk Management, Risk Assessment, Underwriting, Auditing, Investment Management, Recruiting, Budgets, Strategy, Public Speaking, Sales, Process Improvement, Human Resources, Operations Management, Due Diligence, Securities, Hedge Funds, Leadership, Executive Management, Capital Markets, Internal Audit, Training, FINRA, Equities, AML, Financial Services, Series 7, Insurance, Mutual Funds, Mergers & Acquisitions, Financial Risk, Finance, Investments, Portfolio Management, Trading, Series 63, Series 24, Wealth Management, Start-ups, Alternative Investments, Asset Management, Investment Advisory, Relationship Management, Options, Strategic Financial..., Fixed Income, ETFs, Equity Trading
Education
Texas A&M University-Commerce 2008 — 2011
BSBA, Business
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Securities Industry Institute
University of Pennsylvania - The Wharton School 2005 — 2008
Certificate, Certified Regulatory and Compliance Professional
Texas A&M University 1977 — 1978
Industrial Education
Felisha Howard Felisha Howard's Southwest Securities, Inc. Experience February 1999 - June 2007
Job Contracts Insurance & Doc Control
Industry Hospital & Health Care
Experience
JPS Health Network October 2014 - Present
McKesson Corporation September 2011 - Present
Penson Financial Services June 2007 - September 2011
Penson Financial Services June 2007 - September 2011
Southwest Securities Inc February 1999 - June 2007
TransAmerica Tax Services May 1998 - February 1999
Jayhawk Acceptance Co May 1996 - February 1998
Skills
Crystal Reports, Software Documentation, Lotus Notes, Database Administration, VBA, Business Intelligence, Forecasting, Requirements Analysis, SQL, Microsoft Excel, Financial Statements, Databases, Vendor Management, Finance, Financial Reporting, Windows, Accounts Receivable, General Ledger, Leadership, Time Management, Microsoft Office, Data Entry, Budgets, Salesforce.com, Outlook, Team Building, Accounts Payable, Oracle, Cross-functional Team..., Negotiation, Security, Management, Teamwork, Payroll, Accounting, Credit, SDLC, Project Management, Human Resources, Performance Management, Training, SAP, Sales, Microsoft SQL Server, Project Planning, Change Management, Business Process..., Microsoft Word, PowerPoint, Customer Satisfaction
Education
Dallas Baptist University 2004 — 2008
Bachelor of Arts & SciencesB, Emphasis in Business; Educational PsychologyBusiness and Public Law
JPS Health Network October 2014 - Present
McKesson Corporation September 2011 - Present
Penson Financial Services June 2007 - September 2011
Penson Financial Services June 2007 - September 2011
Southwest Securities Inc February 1999 - June 2007
TransAmerica Tax Services May 1998 - February 1999
Jayhawk Acceptance Co May 1996 - February 1998
Skills
Crystal Reports, Software Documentation, Lotus Notes, Database Administration, VBA, Business Intelligence, Forecasting, Requirements Analysis, SQL, Microsoft Excel, Financial Statements, Databases, Vendor Management, Finance, Financial Reporting, Windows, Accounts Receivable, General Ledger, Leadership, Time Management, Microsoft Office, Data Entry, Budgets, Salesforce.com, Outlook, Team Building, Accounts Payable, Oracle, Cross-functional Team..., Negotiation, Security, Management, Teamwork, Payroll, Accounting, Credit, SDLC, Project Management, Human Resources, Performance Management, Training, SAP, Sales, Microsoft SQL Server, Project Planning, Change Management, Business Process..., Microsoft Word, PowerPoint, Customer Satisfaction
Education
Dallas Baptist University 2004 — 2008
Bachelor of Arts & SciencesB, Emphasis in Business; Educational PsychologyBusiness and Public Law
Rhett Miller's Southwest Securities, Inc. Experience August 2010 - December 2011
Job SVP & Chief Credit Officer at NexBank, SSB
Industry Real Estate
Experience
NexBank, SSB July 2013 - Present
Longboat Capital Partners January 2012 - July 2013
Southwest Securities, Inc August 2010 - December 2011
MMA Realty Capital, LLC January 2003 - May 2008
TCP Holdings, LLC May 1999 - January 2003
FINOVA Realty Capital August 1997 - May 1999
Citicorp Real Estate, Inc./Dallas August 1983 - December 1996
NCNB National Bank of Florida July 1981 - August 1983
Education
The University of Dallas
Master of Business Administration
Florida State University
BS, Finance
Tulane University
NexBank, SSB July 2013 - Present
Longboat Capital Partners January 2012 - July 2013
Southwest Securities, Inc August 2010 - December 2011
MMA Realty Capital, LLC January 2003 - May 2008
TCP Holdings, LLC May 1999 - January 2003
FINOVA Realty Capital August 1997 - May 1999
Citicorp Real Estate, Inc./Dallas August 1983 - December 1996
NCNB National Bank of Florida July 1981 - August 1983
Education
The University of Dallas
Master of Business Administration
Florida State University
BS, Finance
Tulane University
Charlotte Berry's Southwest Securities, Inc. Experience January 2014 - September 2015
Job Branch Operations Assistant at Securities Firm
Industry Financial Services
Experience
Southwest Securities, Inc. January 2014 - September 2015
The Ranch at Las Colinas April 2013 - January 2014
Merritt Hawkins February 2013 - May 2013
Ngage ICS September 2012 - January 2013
MOSAK Advertising & Insights July 2012 - September 2012
Spoiled Pink June 2011 - February 2012
NBC News June 2011 - August 2011
UBS June 2007 - September 2008
Athletes connection January 2006 - April 2008
Skills
Sales, Advertising, Event Planning, Social Media Marketing, Facebook, Social Media, Highly self-motivated, Conflict Resolution, Build Strong..., Time Management, Customer Service, Competitive Analysis, Marketing Strategy, Account Management, Cold Calling, Pinterest, Business Development, Management, New Business Development, Social Networking, Strategic Planning, Digital Marketing, Marketing
Education
Texas Christian University 2008 — 2012
Bachelor of science, Film, Television and Digital Media
Memorial High School 2004 — 2008
Southwest Securities, Inc. January 2014 - September 2015
The Ranch at Las Colinas April 2013 - January 2014
Merritt Hawkins February 2013 - May 2013
Ngage ICS September 2012 - January 2013
MOSAK Advertising & Insights July 2012 - September 2012
Spoiled Pink June 2011 - February 2012
NBC News June 2011 - August 2011
UBS June 2007 - September 2008
Athletes connection January 2006 - April 2008
Skills
Sales, Advertising, Event Planning, Social Media Marketing, Facebook, Social Media, Highly self-motivated, Conflict Resolution, Build Strong..., Time Management, Customer Service, Competitive Analysis, Marketing Strategy, Account Management, Cold Calling, Pinterest, Business Development, Management, New Business Development, Social Networking, Strategic Planning, Digital Marketing, Marketing
Education
Texas Christian University 2008 — 2012
Bachelor of science, Film, Television and Digital Media
Memorial High School 2004 — 2008
Brent Elliott's Southwest Securities, Inc. Experience June 2011 - December 2012
Job Junior Analyst
Industry Real Estate
Experience
Lowery Property Advisors, LLC December 2012 - Present
Southwest Securities, Inc. June 2011 - December 2012
12th Man Productions May 2007 - June 2011
City of Bryan April 2009 - April 2010
South East Texas Trauma Regional Advisory Council May 2008 - August 2008
Inspirations January 2007 - September 2007
Skills
Real Estate, Real Estate Economics, Marketing, Commercial Real Estate, Real Estate Development, Appraisal Trainee
Education
Texas A&M University 2009 — 2011
Master of Science in Land Development
Texas A&M University 2005 — 2009
BS - Urban and Regional Science, Architecture, Development, Real-Estate, Sociology, Statistics, Economics, Emergency Management
The Woodlands High School 2001 — 2005
HS Diploma
Lowery Property Advisors, LLC December 2012 - Present
Southwest Securities, Inc. June 2011 - December 2012
12th Man Productions May 2007 - June 2011
City of Bryan April 2009 - April 2010
South East Texas Trauma Regional Advisory Council May 2008 - August 2008
Inspirations January 2007 - September 2007
Skills
Real Estate, Real Estate Economics, Marketing, Commercial Real Estate, Real Estate Development, Appraisal Trainee
Education
Texas A&M University 2009 — 2011
Master of Science in Land Development
Texas A&M University 2005 — 2009
BS - Urban and Regional Science, Architecture, Development, Real-Estate, Sociology, Statistics, Economics, Emergency Management
The Woodlands High School 2001 — 2005
HS Diploma
Chandra Burley's Southwest Securities, Inc. Experience November 2004 - November 2006
Job HR Manager
Industry Human Resources
Experience
ZeOmega December 2014 - Present
Med-Trans Corporation May 2013 - August 2014
Edelman August 2012 - April 2013
Mortgage Contracting Services June 2008 - August 2012
CB Richard Ellis June 2007 - June 2008
Mannatech Inc. November 2006 - May 2007
Southwest Securities Inc. November 2004 - November 2006
The Dallas Morning News May 2000 - October 2004
CompUSA 1999 - 2000
Skills
Employee Relations, Compensation, Performance Management, Benefits, Payroll, Onboarding, Human Resources, Deferred Compensation, Employee Benefits, Leadership, Team Building, Process Improvement, Strategic Planning, Management, Vendor Management, Training, Recruiting, New Hire Orientations, Applicant Tracking..., Personnel Management, Conflict Resolution, Temporary Placement, Policy, Job Descriptions, Talent Acquisition, Talent Management, Benefits Administration, Employee Training, HRIS, Interviews, Organizational..., Screening, Program Management, Time Management, Start-ups, FMLA, Succession Planning, Employee Engagement, Staff Development, PeopleSoft, HR Policies, Hiring
Education
Texas Woman's University 2006 — 2008
MBA, Business Administration and Management, General
The University of Texas at Dallas 2001 — 2004
BA, HR & Business Communication
ZeOmega December 2014 - Present
Med-Trans Corporation May 2013 - August 2014
Edelman August 2012 - April 2013
Mortgage Contracting Services June 2008 - August 2012
CB Richard Ellis June 2007 - June 2008
Mannatech Inc. November 2006 - May 2007
Southwest Securities Inc. November 2004 - November 2006
The Dallas Morning News May 2000 - October 2004
CompUSA 1999 - 2000
Skills
Employee Relations, Compensation, Performance Management, Benefits, Payroll, Onboarding, Human Resources, Deferred Compensation, Employee Benefits, Leadership, Team Building, Process Improvement, Strategic Planning, Management, Vendor Management, Training, Recruiting, New Hire Orientations, Applicant Tracking..., Personnel Management, Conflict Resolution, Temporary Placement, Policy, Job Descriptions, Talent Acquisition, Talent Management, Benefits Administration, Employee Training, HRIS, Interviews, Organizational..., Screening, Program Management, Time Management, Start-ups, FMLA, Succession Planning, Employee Engagement, Staff Development, PeopleSoft, HR Policies, Hiring
Education
Texas Woman's University 2006 — 2008
MBA, Business Administration and Management, General
The University of Texas at Dallas 2001 — 2004
BA, HR & Business Communication
Stacy Meador, CPA Stacy Meador, CPA's Southwest Securities, Inc. Experience December 1987 - December 1988
Job Controller of Client Accounting at MedSynergies
Industry Information Technology and Services
Experience
MedSynergies January 2012 - Present
Anthelio Healthcare Solutions, Inc. (formerly PHNS Inc.) March 2006 - December 2011
Estrada Hinojosa & Company, Inc 1991 - 2011
Xanser Corporation December 2005 - March 2006
Affiliated Computer Services December 1997 - December 2005
Norsig & Associates August 1996 - December 1997
Principal Financial Securities, Inc. December 1995 - August 1996
Affiliated Computer Services December 1994 - December 1995
Southwest Securities, Inc. December 1987 - December 1988
Education
Texas A&M University 1984 — 1987
BBA, Accounting
MedSynergies January 2012 - Present
Anthelio Healthcare Solutions, Inc. (formerly PHNS Inc.) March 2006 - December 2011
Estrada Hinojosa & Company, Inc 1991 - 2011
Xanser Corporation December 2005 - March 2006
Affiliated Computer Services December 1997 - December 2005
Norsig & Associates August 1996 - December 1997
Principal Financial Securities, Inc. December 1995 - August 1996
Affiliated Computer Services December 1994 - December 1995
Southwest Securities, Inc. December 1987 - December 1988
Education
Texas A&M University 1984 — 1987
BBA, Accounting
Rebecca Wooldridge Rebecca Wooldridge's Southwest Securities, Inc. Experience October 1993 - September 2007
Job FedEx Express
Industry Transportation/Trucking/Railroad
Experience
FedEx Express April 2014 - Present
Fauxcades January 2011 - March 2014
Farmers Insurance Agency August 2010 - June 2011
Self Employed January 1995 - June 2011
Midway Hollow Pet Clinic November 2009 - July 2010
Cullum & Burks Securities Inc November 2007 - August 2009
Southwest Securities Inc October 1993 - September 2007
Skills
CDL Class A, Management, Event Management, Customer Service, Process Improvement, Training, Strategic Planning, New Business Development, Access, Insurance, Human Resources, Series 7, Finance, Financial Services, Accounting, Leadership, Business Analysis
Education
St. Lawrence University 1988 — 2002
BA, History
FedEx Express April 2014 - Present
Fauxcades January 2011 - March 2014
Farmers Insurance Agency August 2010 - June 2011
Self Employed January 1995 - June 2011
Midway Hollow Pet Clinic November 2009 - July 2010
Cullum & Burks Securities Inc November 2007 - August 2009
Southwest Securities Inc October 1993 - September 2007
Skills
CDL Class A, Management, Event Management, Customer Service, Process Improvement, Training, Strategic Planning, New Business Development, Access, Insurance, Human Resources, Series 7, Finance, Financial Services, Accounting, Leadership, Business Analysis
Education
St. Lawrence University 1988 — 2002
BA, History
Craig Stricker Craig Stricker's Southwest Securities, Inc. Experience 2007 - Present
Job System Architect at JW Energy Company
Industry Financial Services
Experience
J-W Energy Company November 2010 - Present
Southwest Securities, Inc. 2007 - Present
Southwest Securities, Inc January 2002 - Present
Southwest Securities, Inc January 1994 - Present
Southwest Securities, Inc January 1996 - January 2002
Skills
C#, Databases, Microsoft SQL Server, Requirements Analysis, SDLC, Software Development, Visual Studio
Education
Southern Methodist University 2008 — 2011
Master's, Security Engineering
Southern Methodist University 2007 — 2010
cse, Information Assurance
University of North Texas 1988 — 2007
Bachelors, Computer Science
University of North Texas
Bachelor's of Art, Computer Science
J-W Energy Company November 2010 - Present
Southwest Securities, Inc. 2007 - Present
Southwest Securities, Inc January 2002 - Present
Southwest Securities, Inc January 1994 - Present
Southwest Securities, Inc January 1996 - January 2002
Skills
C#, Databases, Microsoft SQL Server, Requirements Analysis, SDLC, Software Development, Visual Studio
Education
Southern Methodist University 2008 — 2011
Master's, Security Engineering
Southern Methodist University 2007 — 2010
cse, Information Assurance
University of North Texas 1988 — 2007
Bachelors, Computer Science
University of North Texas
Bachelor's of Art, Computer Science
Elizabeth Haley Elizabeth Haley's Southwest Securities, Inc. Experience March 2009 - May 2010
Job Operations Consultant for Wild Oats
Industry Retail
Experience
Wild Oats Marketplace, The Yucaipa Companies January 2013 - April 2015
Eatzi's Market and Bakery September 2010 - December 2012
Business Executives for National Security November 2009 - May 2010
Southwest Securities, Inc March 2009 - May 2010
Skills
Leadership, Marketing, Strategy, Sales, Business Strategy, Operations Management, Financial Analysis, Competitive Analysis, Marketing Strategy, Strategic Planning, Financial Modeling, Strategic Consulting, Merchandising, Store Operations, Retail Category..., Strategic Financial...
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Marketing & Strategic Leadership
Texas A&M University 2004 — 2008
B.S. Economics, Business/Managerial Economics
Wild Oats Marketplace, The Yucaipa Companies January 2013 - April 2015
Eatzi's Market and Bakery September 2010 - December 2012
Business Executives for National Security November 2009 - May 2010
Southwest Securities, Inc March 2009 - May 2010
Skills
Leadership, Marketing, Strategy, Sales, Business Strategy, Operations Management, Financial Analysis, Competitive Analysis, Marketing Strategy, Strategic Planning, Financial Modeling, Strategic Consulting, Merchandising, Store Operations, Retail Category..., Strategic Financial...
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Marketing & Strategic Leadership
Texas A&M University 2004 — 2008
B.S. Economics, Business/Managerial Economics
Channing Lee's Southwest Securities, Inc. Experience May 2005 - Present
Job Comparison Rep. at Southwest Securities, Inc.
Industry Financial Services
Experience
Southwest Securities, Inc. May 2005 - Present
Southwest Securities, Inc. September 2000 - May 2005
Education
Prairie View A&M University 1991 — 1995
Bachelor's degree, Marketing
Arts Magnet/Booker T. Washington High School for the Performing and Visual Arts 1987 — 1991
High School Diploma, Visual Arts
Southwest Securities, Inc. May 2005 - Present
Southwest Securities, Inc. September 2000 - May 2005
Education
Prairie View A&M University 1991 — 1995
Bachelor's degree, Marketing
Arts Magnet/Booker T. Washington High School for the Performing and Visual Arts 1987 — 1991
High School Diploma, Visual Arts
Tara F Snider Tara F Snider's Southwest Securities, Inc. Experience August 2015 - Present
Job Financial Services/ Sales
Industry Financial Services
Experience
Southwest Securities, Inc. August 2015 - Present
SunTrust February 2015 - August 2015
Havertys Furniture July 2014 - February 2015
Flying Saucer September 2013 - April 2014
First Alliance Bank November 2010 - August 2013
SunTrust Bank June 2010 - November 2010
Regions Financial Corporation January 2008 - June 2010
Columbus Bank & Trust Company March 2005 - June 2007
Education
Southwest Tennessee Community College 2012 — 2014
Bachelors in Criminal Justice, Minor in Political Science
Southwest Tennessee Community College 2012 — 2013
Criminal Justice and Corrections
The University of Memphis 2007 — 2009
Criminal Justice and Corrections
Columbus State University 2005 — 2007
General Studies
Southwest Securities, Inc. August 2015 - Present
SunTrust February 2015 - August 2015
Havertys Furniture July 2014 - February 2015
Flying Saucer September 2013 - April 2014
First Alliance Bank November 2010 - August 2013
SunTrust Bank June 2010 - November 2010
Regions Financial Corporation January 2008 - June 2010
Columbus Bank & Trust Company March 2005 - June 2007
Education
Southwest Tennessee Community College 2012 — 2014
Bachelors in Criminal Justice, Minor in Political Science
Southwest Tennessee Community College 2012 — 2013
Criminal Justice and Corrections
The University of Memphis 2007 — 2009
Criminal Justice and Corrections
Columbus State University 2005 — 2007
General Studies
Christopher V. McCampbell Christopher V. McCampbell's Southwest Securities, Inc. Experience July 2012 - Present
Job Senior Vice President Financial Advisor at Southwest Securities
Industry Financial Services
Experience
Southwest Securities, Inc. July 2012 - Present
Stifel Financial Corp. April 2001 - July 2012
Robert W. Baird & Co. January 1991 - April 2001
Skills
Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Banking, Financial Planning, Insurance, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investment Advisory, Financial Services, Fixed Income, Series 63, Investment Strategies, Mutual Funds
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Southwest Securities, Inc. July 2012 - Present
Stifel Financial Corp. April 2001 - July 2012
Robert W. Baird & Co. January 1991 - April 2001
Skills
Investments, Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Banking, Financial Planning, Insurance, Asset Management, Series 7, Securities, Equities, Asset Allocation, Investment Advisory, Financial Services, Fixed Income, Series 63, Investment Strategies, Mutual Funds
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
Rebecca Burlew's Southwest Securities, Inc. Experience August 2008 - Present
Job Operations Clerk
Industry Financial Services
Experience
Southwest Securities, Inc. August 2008 - Present
Juvenile Diabetes Research Foundation February 2006 - August 2007
American Red Cross July 2004 - February 2006
180 Turning Lives Around January 2000 - July 2004
Village Farms 1999 - 2001
Freehold Boro Police Department November 1997 - November 1999
US Navy August 1992 - August 1997
Skills
Emergency Management, Customer Service, Non-profits, Fundraising, Military, Leadership, Microsoft Office, Windows, Disaster Recovery, Training, Event Management, Marketing, Retail, Human Resources, Sales, Management, Nonprofits, Time Management, Family Services, Administrative..., Research, Event Planning, Administration, Leadership Development, Microsoft Excel, Microsoft Word, Operations Management, Outlook, Policy, PowerPoint, Public Relations, Public Speaking, Social Media, Social Networking, Strategic Planning, Supervisory Skills, Team Building, Team Leadership, Organizational...
Education
Rutgers University-New Brunswick 2001 — 2004
BA, Women's Studies and Political Science
Brookdale Community College 1999 — 2001
AAS, Human Services
Southwest Securities, Inc. August 2008 - Present
Juvenile Diabetes Research Foundation February 2006 - August 2007
American Red Cross July 2004 - February 2006
180 Turning Lives Around January 2000 - July 2004
Village Farms 1999 - 2001
Freehold Boro Police Department November 1997 - November 1999
US Navy August 1992 - August 1997
Skills
Emergency Management, Customer Service, Non-profits, Fundraising, Military, Leadership, Microsoft Office, Windows, Disaster Recovery, Training, Event Management, Marketing, Retail, Human Resources, Sales, Management, Nonprofits, Time Management, Family Services, Administrative..., Research, Event Planning, Administration, Leadership Development, Microsoft Excel, Microsoft Word, Operations Management, Outlook, Policy, PowerPoint, Public Relations, Public Speaking, Social Media, Social Networking, Strategic Planning, Supervisory Skills, Team Building, Team Leadership, Organizational...
Education
Rutgers University-New Brunswick 2001 — 2004
BA, Women's Studies and Political Science
Brookdale Community College 1999 — 2001
AAS, Human Services
Cameron Wylie's Southwest Securities, Inc. Experience May 2013 - August 2013
Job Student at Nova Southeastern University
Industry Sports
Experience
Coreplex Sports May 2015 - Present
Nova Southeastern University February 2015 - Present
Las Colinas Country Club May 2014 - August 2014
Southwest Securities, Inc. May 2013 - August 2013
Allen High School June 2009 - June 2012
Medical City Dallas Hospital May 2010 - August 2011
Skills
Microsoft Office, Public Speaking, Research, Sports Coaching, Finance, Social Media, Sports Management, Customer Service, Social Networking, Time Management, PowerPoint, Leadership, Management, Teamwork, Coaching, Marketing, Fundraising
Education
Nova Southeastern University 2012 — 2016
Sports and Recreation Management/ Graphic Design
Coreplex Sports May 2015 - Present
Nova Southeastern University February 2015 - Present
Las Colinas Country Club May 2014 - August 2014
Southwest Securities, Inc. May 2013 - August 2013
Allen High School June 2009 - June 2012
Medical City Dallas Hospital May 2010 - August 2011
Skills
Microsoft Office, Public Speaking, Research, Sports Coaching, Finance, Social Media, Sports Management, Customer Service, Social Networking, Time Management, PowerPoint, Leadership, Management, Teamwork, Coaching, Marketing, Fundraising
Education
Nova Southeastern University 2012 — 2016
Sports and Recreation Management/ Graphic Design
Gerard C. Markham Gerard C. Markham's Southwest Securities, Inc. Experience May 2015 - September 2015
Job Student SMU
Industry Capital Markets
Experience
Papa John's International November 2013 - Present
Southwest Securities, Inc. May 2015 - September 2015
Grand Lux Cafe January 2015 - May 2015
New Western Acquisitions January 2015 - January 2015
The Cheesecake Factory May 2014 - November 2014
Barnes and Noble Booksellers April 2009 - May 2014
The Ivy House May 2013 - January 2014
Morgan Stanley Wealth Management July 2013 - October 2013
Skills
Bloomberg Terminal, ThomsonOne, S&P Capital IQ, Time Management, Critical Thinking, Networking, Sales, Retail, Microsoft Office 2007, Strategic Planning, Retail Sales, Self Management, Mathematics, Loss Prevention, Merchandising, Investments, Telephone Skills, Data Analysis, Analytics, Store Management, Inventory Control, Store Operations, 10 Key, Finance, Microsoft Excel, Talisys
Education
Southern Methodist University 2012 — 2016
B.S. Economics with Finance Applications
Southern Methodist University - Cox School of Business 2014 — 2016
BBA Energy Concentration
Investment Banking Institute 2014 — 2014
J.J. Pearce High School 2007 — 2011
Diploma
Papa John's International November 2013 - Present
Southwest Securities, Inc. May 2015 - September 2015
Grand Lux Cafe January 2015 - May 2015
New Western Acquisitions January 2015 - January 2015
The Cheesecake Factory May 2014 - November 2014
Barnes and Noble Booksellers April 2009 - May 2014
The Ivy House May 2013 - January 2014
Morgan Stanley Wealth Management July 2013 - October 2013
Skills
Bloomberg Terminal, ThomsonOne, S&P Capital IQ, Time Management, Critical Thinking, Networking, Sales, Retail, Microsoft Office 2007, Strategic Planning, Retail Sales, Self Management, Mathematics, Loss Prevention, Merchandising, Investments, Telephone Skills, Data Analysis, Analytics, Store Management, Inventory Control, Store Operations, 10 Key, Finance, Microsoft Excel, Talisys
Education
Southern Methodist University 2012 — 2016
B.S. Economics with Finance Applications
Southern Methodist University - Cox School of Business 2014 — 2016
BBA Energy Concentration
Investment Banking Institute 2014 — 2014
J.J. Pearce High School 2007 — 2011
Diploma
Hunter Harty's Southwest Securities, Inc. Experience June 2015 - August 2015
Job Student at Newman University
Industry Financial Services
Experience
Southwest Securities, Inc. June 2015 - August 2015
Skills
Microsoft Excel, Research, Customer Service
Education
Newman University 2014 — 2017
General business, Business/Commerce, General
Southwest Securities, Inc. June 2015 - August 2015
Skills
Microsoft Excel, Research, Customer Service
Education
Newman University 2014 — 2017
General business, Business/Commerce, General
Sean P. Hicks's Southwest Securities, Inc. Experience May 2000 - November 2000
Job Managing Principal at GDT
Industry Information Technology and Services
Experience
GDT February 2013 - Present
GDT May 2012 - February 2013
Firefly May 2011 - May 2012
Cisco March 2002 - May 2011
Cisco November 2000 - March 2002
Southwest Securities, Inc. May 2000 - November 2000
Southwest Securities, Inc. July 1998 - May 2000
Skills
Data Center, Cisco ACI, Cisco Nexus, Cisco MDS SAN switches, Cisco UCS, VMware vCenter, VMware vSphere, VMware NSX, Simplivity, EMC Storage, vBlock, Cumulus, Hadoop, Python, Powershell, Cisco IOS, Cisco VoIP, Cisco Wireless, Integration, Cloud Computing, Enterprise Software, Security
Education
Southern Methodist University 1996 — 2000
Bachelor of Science (B.S.), Computer Systems Networking and Telecommunications
GDT February 2013 - Present
GDT May 2012 - February 2013
Firefly May 2011 - May 2012
Cisco March 2002 - May 2011
Cisco November 2000 - March 2002
Southwest Securities, Inc. May 2000 - November 2000
Southwest Securities, Inc. July 1998 - May 2000
Skills
Data Center, Cisco ACI, Cisco Nexus, Cisco MDS SAN switches, Cisco UCS, VMware vCenter, VMware vSphere, VMware NSX, Simplivity, EMC Storage, vBlock, Cumulus, Hadoop, Python, Powershell, Cisco IOS, Cisco VoIP, Cisco Wireless, Integration, Cloud Computing, Enterprise Software, Security
Education
Southern Methodist University 1996 — 2000
Bachelor of Science (B.S.), Computer Systems Networking and Telecommunications
Carlos Sharpless Carlos Sharpless's Southwest Securities, Inc. Experience February 1997 - August 1999
Job Managing Director, Head of Public Finance at Cabrera Capital Markets, LLC
Industry Financial Services
Experience
Cabrera Capital Markets, LLC June 2015 - Present
Sterne Agee January 2014 - April 2015
M.R. Beal July 2011 - December 2013
Sterne Agee March 2008 - June 2011
Popular Securities (a subsidiary of Banco Popular de Puerto Rico) January 2005 - January 2008
Ramirez & Co., Inc. April 2003 - December 2004
Financial Advisory and Consulting Services June 2002 - March 2003
I-Bankers Securities, Inc. September 2000 - May 2002
Cataport, Inc. September 1999 - July 2000
Southwest Securities, Inc. February 1997 - August 1999
Skills
Public Finance, Fixed Income, Investment Banking, Financial Modeling, Investments, Spanish, Privatization, Valuation, Mergers & Acquisitions, Series 7, Financial Structuring, Corporate Finance, Securities, Private Equity, Capital Markets, Financial Analysis, Bonds, Series 63
Education
Southern Methodist University 1977 — 1978
MBA, Finance/Accounting
Georgetown University 1972 — 1976
BSFS, International Economics
Asociacion Escuelas Lincoln
Heidelberg High School
Cabrera Capital Markets, LLC June 2015 - Present
Sterne Agee January 2014 - April 2015
M.R. Beal July 2011 - December 2013
Sterne Agee March 2008 - June 2011
Popular Securities (a subsidiary of Banco Popular de Puerto Rico) January 2005 - January 2008
Ramirez & Co., Inc. April 2003 - December 2004
Financial Advisory and Consulting Services June 2002 - March 2003
I-Bankers Securities, Inc. September 2000 - May 2002
Cataport, Inc. September 1999 - July 2000
Southwest Securities, Inc. February 1997 - August 1999
Skills
Public Finance, Fixed Income, Investment Banking, Financial Modeling, Investments, Spanish, Privatization, Valuation, Mergers & Acquisitions, Series 7, Financial Structuring, Corporate Finance, Securities, Private Equity, Capital Markets, Financial Analysis, Bonds, Series 63
Education
Southern Methodist University 1977 — 1978
MBA, Finance/Accounting
Georgetown University 1972 — 1976
BSFS, International Economics
Asociacion Escuelas Lincoln
Heidelberg High School
Brandon Mullins Brandon Mullins's Southwest Securities, Inc. Experience June 2015 - August 2015
Job Graduate Student at Syracuse University
Industry Financial Services
Experience
Southwest Securities, Inc. June 2015 - August 2015
Mutual of Omaha June 2014 - August 2014
StickStar Lacrosse Company 2011 - 2013
Vision Video Security, LLC 2011 - 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Minitab, Customer Service, Teamwork, Time Management, Social Networking, Bloomberg Terminal, Marketing
Education
Syracuse University 2015 — 2016
Master’s Degree, Information Management
Syracuse University 2012 — 2015
Bachelor's Degree, Accounting and Finance
Southwest Securities, Inc. June 2015 - August 2015
Mutual of Omaha June 2014 - August 2014
StickStar Lacrosse Company 2011 - 2013
Vision Video Security, LLC 2011 - 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Minitab, Customer Service, Teamwork, Time Management, Social Networking, Bloomberg Terminal, Marketing
Education
Syracuse University 2015 — 2016
Master’s Degree, Information Management
Syracuse University 2012 — 2015
Bachelor's Degree, Accounting and Finance
Jay Skagerberg Jay Skagerberg's Southwest Securities, Inc. Experience May 2012 - March 2014
Job Compliance Analyst II at MoneyGram International
Industry Banking
Experience
MoneyGram International June 2015 - Present
1st Global April 2014 - May 2015
Southwest Securities, Inc. May 2012 - March 2014
Southwest Securities, Inc. October 2010 - May 2012
Skills
Investment Banking, Financial Analysis, Data Analysis, Derivatives, Fixed Income, Economics, Portfolio Management, Analysis, Banking, Equity Research, Investments, Financial Risk
Education
The University of Texas at Austin 2005 — 2009
English and Government Majors with Business and History Minors
The University of Texas at San Antonio 2004 — 2005
MoneyGram International June 2015 - Present
1st Global April 2014 - May 2015
Southwest Securities, Inc. May 2012 - March 2014
Southwest Securities, Inc. October 2010 - May 2012
Skills
Investment Banking, Financial Analysis, Data Analysis, Derivatives, Fixed Income, Economics, Portfolio Management, Analysis, Banking, Equity Research, Investments, Financial Risk
Education
The University of Texas at Austin 2005 — 2009
English and Government Majors with Business and History Minors
The University of Texas at San Antonio 2004 — 2005
Aldo Waker's Southwest Securities, Inc. Experience December 2008 - September 2012
Job Financial Advisor & Business Consultant
Industry Financial Services
Experience
Upstream Investment Partners, LLC September 2012 - Present
Waker Financial October 2008 - Present
Southwest Securities, Inc. December 2008 - September 2012
Family Eldercare January 2009 - March 2011
Wells Fargo Advisors, LLC January 2005 - October 2008
EBS January 2000 - January 2005
Latin American Health Institute March 1993 - September 1997
Grant Thornton LLP July 1983 - June 1990
Skills
Microsoft Office, Business Analysis, Coaching, Strategic Financial..., Investment Management, Financial Reporting, Managerial Finance, Asset Managment, Finance, Risk Management, Strategic Planning, Financial Analysis, Portfolio Management, Nonprofits, Budgets, Analysis, Due Diligence, Investments, Accounting, Management, Leadership, Forecasting, Insurance, Financial Services, Small Business, Training, Investment Strategies, Retirement, Estate Planning, Wealth Management, Investment Advisory, New Business Development, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Business Planning, Fixed Annuities, Financial Modeling, Executive Management, Project Planning, Start-ups, Insurance Planning, Financial Planning
Education
Boston University 1990 — 1993
Masters, Business/Public Health
Central Connecticut State University 1976 — 1982
Bachelors, Accounting/Finance
College for Financial Planning 2005 — 2005
AAMS, Financial Planning
Upstream Investment Partners, LLC September 2012 - Present
Waker Financial October 2008 - Present
Southwest Securities, Inc. December 2008 - September 2012
Family Eldercare January 2009 - March 2011
Wells Fargo Advisors, LLC January 2005 - October 2008
EBS January 2000 - January 2005
Latin American Health Institute March 1993 - September 1997
Grant Thornton LLP July 1983 - June 1990
Skills
Microsoft Office, Business Analysis, Coaching, Strategic Financial..., Investment Management, Financial Reporting, Managerial Finance, Asset Managment, Finance, Risk Management, Strategic Planning, Financial Analysis, Portfolio Management, Nonprofits, Budgets, Analysis, Due Diligence, Investments, Accounting, Management, Leadership, Forecasting, Insurance, Financial Services, Small Business, Training, Investment Strategies, Retirement, Estate Planning, Wealth Management, Investment Advisory, New Business Development, Mutual Funds, Strategy, Asset Allocation, Alternative Investments, Business Planning, Fixed Annuities, Financial Modeling, Executive Management, Project Planning, Start-ups, Insurance Planning, Financial Planning
Education
Boston University 1990 — 1993
Masters, Business/Public Health
Central Connecticut State University 1976 — 1982
Bachelors, Accounting/Finance
College for Financial Planning 2005 — 2005
AAMS, Financial Planning
Deborah Briz's Southwest Securities, Inc. Experience September 2008 - May 2010
Job Client Services
Industry Financial Services
Experience
Parkside Lending January 2013 - Present
Stearns Lending August 2012 - January 2013
Wells Fargo Home Mortgage, Wholesale Division August 2010 - February 2011
Southwest Securities Inc September 2008 - May 2010
World Savings Bank / Wachovia January 2001 - February 2008
World Savings January 2000 - January 2001
World Savings August 1997 - January 2000
Red Lion / Double Tree Hotel June 1996 - June 1997
Marriott - Warner Center January 1990 - January 1992
Marriot January 1989 - January 1990
Skills
Loans, Mortgage Lending, Management, Sales, Finance, Training, Marketing, Underwriting, Selling, Sales Management, Budgets, Insurance, Customer Service, Financial Services, Mutual Funds, Time Management, Employee Training, Accounting, Retail, Outlook
Education
California State Polytechnic University-Pomona
BS, Hotel & Restaurant Management
California State Polytechnic University-Pomona
Bachelor of Applied Science (B.A.Sc.), Hotel/Motel Administration/Management
Parkside Lending January 2013 - Present
Stearns Lending August 2012 - January 2013
Wells Fargo Home Mortgage, Wholesale Division August 2010 - February 2011
Southwest Securities Inc September 2008 - May 2010
World Savings Bank / Wachovia January 2001 - February 2008
World Savings January 2000 - January 2001
World Savings August 1997 - January 2000
Red Lion / Double Tree Hotel June 1996 - June 1997
Marriott - Warner Center January 1990 - January 1992
Marriot January 1989 - January 1990
Skills
Loans, Mortgage Lending, Management, Sales, Finance, Training, Marketing, Underwriting, Selling, Sales Management, Budgets, Insurance, Customer Service, Financial Services, Mutual Funds, Time Management, Employee Training, Accounting, Retail, Outlook
Education
California State Polytechnic University-Pomona
BS, Hotel & Restaurant Management
California State Polytechnic University-Pomona
Bachelor of Applied Science (B.A.Sc.), Hotel/Motel Administration/Management
Darvin Schmidt's Southwest Securities, Inc. Experience March 1995 - January 2001
Job Operations and Finance | Risk Management | Management Consultant
Industry Financial Services
Experience
Federal Deposit Insurance Corporation July 2010 - Present
BNS Enterprises April 2005 - Present
BrideStuff.com, Inc. March 2002 - April 2005
3T Pro March 2001 - March 2002
Southwest Securities, Inc. March 1995 - January 2001
Arthur Andersen & Company August 1993 - December 1994
J.C. Penney Company, Inc. February 1989 - August 1991
Criterion, Inc. August 1986 - February 1989
Skills
Mergers, Valuation, Risk Management, Strategic Planning, Business Development, Corporate Governance, Financial Modeling, Private Equity, Due Diligence, Financial Analysis, Venture Capital, Corporate Finance, Capital Markets, Investment Banking, Corporate Development, Start-ups, Executive Management, Mergers & Acquisitions, Strategy, P&L Management, Management Consulting, Business Planning, Finance, Restructuring, Competitive Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance
The University of Chicago 1982 — 1986
BA with General Honors, Economics
Federal Deposit Insurance Corporation July 2010 - Present
BNS Enterprises April 2005 - Present
BrideStuff.com, Inc. March 2002 - April 2005
3T Pro March 2001 - March 2002
Southwest Securities, Inc. March 1995 - January 2001
Arthur Andersen & Company August 1993 - December 1994
J.C. Penney Company, Inc. February 1989 - August 1991
Criterion, Inc. August 1986 - February 1989
Skills
Mergers, Valuation, Risk Management, Strategic Planning, Business Development, Corporate Governance, Financial Modeling, Private Equity, Due Diligence, Financial Analysis, Venture Capital, Corporate Finance, Capital Markets, Investment Banking, Corporate Development, Start-ups, Executive Management, Mergers & Acquisitions, Strategy, P&L Management, Management Consulting, Business Planning, Finance, Restructuring, Competitive Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance
The University of Chicago 1982 — 1986
BA with General Honors, Economics
Walt Parrish's Southwest Securities, Inc. Experience 2000 - 2004
Job Vice President Fixed Income Sales
Industry Capital Markets
Experience
Regional Broker Dealer May 2009 - Present
Merrill Lynch May 2004 - February 2009
Southwest Securities Inc. 2000 - 2004
Perot Systems January 1999 - January 2000
Education
The University of Texas at Dallas 2000 — 2001
Louisiana State University 1998 — 1999
Texas Tech University 1994 — 1998
Finance
Regional Broker Dealer May 2009 - Present
Merrill Lynch May 2004 - February 2009
Southwest Securities Inc. 2000 - 2004
Perot Systems January 1999 - January 2000
Education
The University of Texas at Dallas 2000 — 2001
Louisiana State University 1998 — 1999
Texas Tech University 1994 — 1998
Finance
Don Vanderlaan's Southwest Securities, Inc. Experience 1997 - 2002
Job DBA Manager at Sabre Holdings
Industry Information Technology and Services
Experience
Sabre Holdings 2014 - Present
Sabre Corporation 2009 - 2014
Sabre Corporation 2003 - 2009
Southwest Securities, Inc. 1997 - 2002
Experian 1996 - 1997
FedEx 1994 - 1996
Education
Florida Southern College
Information Technology Coursework
Orange County Community College
Business Administration Coursework
Sabre Holdings 2014 - Present
Sabre Corporation 2009 - 2014
Sabre Corporation 2003 - 2009
Southwest Securities, Inc. 1997 - 2002
Experian 1996 - 1997
FedEx 1994 - 1996
Education
Florida Southern College
Information Technology Coursework
Orange County Community College
Business Administration Coursework
Christopher Cervantes's Southwest Securities, Inc. Experience June 2005 - Present
Job Relationship Mgmt. Regional Broker Dealer
Industry Financial Services
Experience
Southwest Securities, Inc. June 2005 - Present
Bank of America July 2003 - June 2005
Southwest Securities January 2002 - July 2003
Skills
Series 7, FINRA, Series 63, Securities, Mutual Funds, Financial Services, Series 24, Financial Analysis
Education
University of North Texas 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Southwest Securities, Inc. June 2005 - Present
Bank of America July 2003 - June 2005
Southwest Securities January 2002 - July 2003
Skills
Series 7, FINRA, Series 63, Securities, Mutual Funds, Financial Services, Series 24, Financial Analysis
Education
University of North Texas 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Maryrose Dombrowski's Southwest Securities, Inc. Experience June 2008 - Present
Job Senior Vice President at Southwest Securities, Inc.
Industry Financial Services
Experience
Southwest Securities, Inc. June 2008 - Present
Merrill Lynch 2002 - 2008
Skills
Investments, Asset Management, Equities, Financial Services, Portfolio Management, Trading, Mutual Funds, Wealth Management
Education
The University of Chicago Booth School of Business 1997 — 1999
University of Illinois at Urbana-Champaign
Southwest Securities, Inc. June 2008 - Present
Merrill Lynch 2002 - 2008
Skills
Investments, Asset Management, Equities, Financial Services, Portfolio Management, Trading, Mutual Funds, Wealth Management
Education
The University of Chicago Booth School of Business 1997 — 1999
University of Illinois at Urbana-Champaign
Rob Denenberg's Southwest Securities, Inc. Experience 1995 - 2007
Job Owner, Denenberg Properties
Industry Real Estate
Experience
The Denenberg Companies February 2007 - Present
Financial Industry Regulatory Authority (FINRA) 1991 - 2014
Southwest Securities, Inc. 1995 - 2007
Barre and Company 1982 - 1995
Noshery Resturant 1980 - 1982
Skills
Investment Properties, Apartments, Single Family Homes, Investors, Residential Homes, Real Estate, Property, Real Estate Transactions, REO, Rentals, Sellers, Property Management, Short Sales, Foreclosures, Real Estate Development, Real Estate Financing
Education
City University of New York-Brooklyn College 1974 — 1979
BA, Economics
City University of New York-Brooklyn College 1974 — 1979
Bachelor of Arts (B.A.), Economics
The Denenberg Companies February 2007 - Present
Financial Industry Regulatory Authority (FINRA) 1991 - 2014
Southwest Securities, Inc. 1995 - 2007
Barre and Company 1982 - 1995
Noshery Resturant 1980 - 1982
Skills
Investment Properties, Apartments, Single Family Homes, Investors, Residential Homes, Real Estate, Property, Real Estate Transactions, REO, Rentals, Sellers, Property Management, Short Sales, Foreclosures, Real Estate Development, Real Estate Financing
Education
City University of New York-Brooklyn College 1974 — 1979
BA, Economics
City University of New York-Brooklyn College 1974 — 1979
Bachelor of Arts (B.A.), Economics
Sugi Hadiwijaya's Southwest Securities, Inc. Experience 2000 - 2001
Job Deloitte CRG (Deloitte Transactions and Business Analytics LLP)
Industry Financial Services
Experience
Deloite CRG April 2012 - Present
CRG Partners Group LLC November 2008 - April 2012
Deloitte Financial Advisory Services LLP April 2001 - November 2008
Southwest Securities, Inc. 2000 - 2001
Southwest Securities, Inc. 2000 - 2001
Skills
Restructuring, Interim Management, Financial Modeling, Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Business Valuation, Financial Analysis, Investment Banking, Management Consulting, Finance, Business Strategy, Investments, Turn Around Management, Process Improvement, Corporate Development, LBO, Debt Restructuring, Bankruptcy, Business Planning, Forecasting, Venture Capital, Management, Strategy, Strategic Planning, Leadership, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2000
Bachelor's Degree, Finance, Economics, 3.97
Deloite CRG April 2012 - Present
CRG Partners Group LLC November 2008 - April 2012
Deloitte Financial Advisory Services LLP April 2001 - November 2008
Southwest Securities, Inc. 2000 - 2001
Southwest Securities, Inc. 2000 - 2001
Skills
Restructuring, Interim Management, Financial Modeling, Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Business Valuation, Financial Analysis, Investment Banking, Management Consulting, Finance, Business Strategy, Investments, Turn Around Management, Process Improvement, Corporate Development, LBO, Debt Restructuring, Bankruptcy, Business Planning, Forecasting, Venture Capital, Management, Strategy, Strategic Planning, Leadership, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2000
Bachelor's Degree, Finance, Economics, 3.97
Catherine Stringer's Southwest Securities, Inc. Experience February 1984 - July 1990
Job Accounting & Finance Manager at Meadows Foundation, Inc.
Industry Philanthropy
Experience
Meadows Foundation, Inc. July 2005 - Present
Self Employed May 2000 - June 2005
Turtle Creek Manor 1991 - April 2000
Southwest Securities Inc. February 1984 - July 1990
Skills
Financial Analysis, Finance, Financial Statements, Auditing, Financial Reporting, Strategic Planning, Accounting, Management, Accounts Receivable, Cross-functional Team..., General Ledger, Managerial Finance, Analysis
Education
Texas Tech University 1979 — 1983
Bachelor of Business Administration (BBA), Finance
Meadows Foundation, Inc. July 2005 - Present
Self Employed May 2000 - June 2005
Turtle Creek Manor 1991 - April 2000
Southwest Securities Inc. February 1984 - July 1990
Skills
Financial Analysis, Finance, Financial Statements, Auditing, Financial Reporting, Strategic Planning, Accounting, Management, Accounts Receivable, Cross-functional Team..., General Ledger, Managerial Finance, Analysis
Education
Texas Tech University 1979 — 1983
Bachelor of Business Administration (BBA), Finance
Oliver Perry's Southwest Securities, Inc. Experience November 2009 - July 2011
Job Partner at Saratoga Springs Capital
Industry Commercial Real Estate
Experience
Saratoga Springs Capital October 2014 - Present
Cantor Fitzgerald December 2013 - October 2014
Sterne Agee January 2012 - December 2013
Wunderlich Securities July 2011 - January 2012
Southwest Securities, Inc. November 2009 - July 2011
CNBC June 2008 - November 2009
Knight Capital Markets LLC May 2007 - May 2008
Ryan Beck & Co. April 2004 - November 2006
RBC May 2001 - November 2004
Skills
Management, Strategy, Portfolio Management, Hedge Funds, Investments, Sales, Trading, Bonds, Risk Management, Options, Fixed Income, Investment Banking, Marketing, Negotiation, New Business Development, Series 7, Strategic Planning
Education
Rowan University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
Rowan University
B.S, Economics
Saratoga Springs Capital October 2014 - Present
Cantor Fitzgerald December 2013 - October 2014
Sterne Agee January 2012 - December 2013
Wunderlich Securities July 2011 - January 2012
Southwest Securities, Inc. November 2009 - July 2011
CNBC June 2008 - November 2009
Knight Capital Markets LLC May 2007 - May 2008
Ryan Beck & Co. April 2004 - November 2006
RBC May 2001 - November 2004
Skills
Management, Strategy, Portfolio Management, Hedge Funds, Investments, Sales, Trading, Bonds, Risk Management, Options, Fixed Income, Investment Banking, Marketing, Negotiation, New Business Development, Series 7, Strategic Planning
Education
Rowan University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Economics
Rowan University
B.S, Economics
Rama Parthasarathy's Southwest Securities, Inc. Experience September 2008 - September 2013
Job Applications Developer at Key Point Credit Union
Industry Financial Services
Experience
KeyPoint Credit Union June 2014 - Present
Bank of the West January 2014 - June 2014
Southwest Securities Inc September 2008 - September 2013
Citigroup September 2004 - February 2006
Nafta Traders, Inc. February 2003 - August 2004
HealthAxis November 2000 - October 2002
Skills
XML, Microsoft SQL Server, Visual Basic, C#, Testing, ASP, VB.NET
Education
Oklahoma City University 1994 — 1996
MS, Comp Science
B. M. S. College of Engineering 1988 — 1993
BE, Telecommunication
KeyPoint Credit Union June 2014 - Present
Bank of the West January 2014 - June 2014
Southwest Securities Inc September 2008 - September 2013
Citigroup September 2004 - February 2006
Nafta Traders, Inc. February 2003 - August 2004
HealthAxis November 2000 - October 2002
Skills
XML, Microsoft SQL Server, Visual Basic, C#, Testing, ASP, VB.NET
Education
Oklahoma City University 1994 — 1996
MS, Comp Science
B. M. S. College of Engineering 1988 — 1993
BE, Telecommunication
Erin Marshall's Southwest Securities, Inc. Experience June 2014 - July 2015
Job Products and Services Senior Specialist
Industry Financial Services
Experience
Prospera Financial July 2015 - Present
Southwest Securities, Inc. June 2014 - July 2015
Southwest Securities, Inc. September 2009 - June 2014
Southwest Securities, Inc. August 2008 - September 2009
Skills
Series 7, Series 63, Customer Service, Team Building, Strategic Planning, Alternative Investments, Due Diligence, Financial Services, Financial Analysis
Education
Texas State University-San Marcos 2000 — 2005
Bachelor of Science, Nutrition Sciences
Prospera Financial July 2015 - Present
Southwest Securities, Inc. June 2014 - July 2015
Southwest Securities, Inc. September 2009 - June 2014
Southwest Securities, Inc. August 2008 - September 2009
Skills
Series 7, Series 63, Customer Service, Team Building, Strategic Planning, Alternative Investments, Due Diligence, Financial Services, Financial Analysis
Education
Texas State University-San Marcos 2000 — 2005
Bachelor of Science, Nutrition Sciences
Janet Lynam's Southwest Securities, Inc. Experience July 1986 - July 2000
Job Owner at Texas Star Express Car Wash LLC
Industry Real Estate
Experience
Texas Star Express Car Wash LLC October 2014 - Present
Lynam Enterprises January 2005 - Present
JC Kingdom Properties, Inc September 2007 - December 2012
Southwest Securities, Inc. July 1986 - July 2000
Skills
Real Estate, Investment Properties, Accounting, Bookkeeping, General Ledger, Customer Relationship..., Contract Negotiation, Property Management, QuickBooks, Project Management, Business Management, Budgets, Small Business, Investors, Public Speaking, Customer Service, Leadership Development, Start-ups, Investments, Management, Risk Management, Team Building, Leadership, Strategic Planning, Foreclosures, Microsoft Office
Education
University of North Texas 2001 — 2004
BBA
University of North Texas 2000 — 2004
BBA Finance
Texas Star Express Car Wash LLC October 2014 - Present
Lynam Enterprises January 2005 - Present
JC Kingdom Properties, Inc September 2007 - December 2012
Southwest Securities, Inc. July 1986 - July 2000
Skills
Real Estate, Investment Properties, Accounting, Bookkeeping, General Ledger, Customer Relationship..., Contract Negotiation, Property Management, QuickBooks, Project Management, Business Management, Budgets, Small Business, Investors, Public Speaking, Customer Service, Leadership Development, Start-ups, Investments, Management, Risk Management, Team Building, Leadership, Strategic Planning, Foreclosures, Microsoft Office
Education
University of North Texas 2001 — 2004
BBA
University of North Texas 2000 — 2004
BBA Finance
Suraj Jagannathan's Southwest Securities, Inc. Experience March 2006 - June 2014
Job Managing Director RMBS Trading at MARV Capital Partners
Industry Financial Services
Experience
MARV Capital Partners September 2014 - Present
Southwest Securities, Inc. March 2006 - June 2014
Big 12 Conference June 2003 - March 2006
Sun Belt Conference July 2002 - June 2003
Skills
Bloomberg, ABS, Bonds, Capital Markets, Customer Service, Equities, Fixed Income, Hedge Funds, Microsoft Office, Mortgage Lending, Portfolio Management, PowerPoint, Public Relations, Securities, Securitization, Series 7, Social Media, Structured Finance, Structured Products, Trading, Wealth Management, CMOS
Education
Louisiana State University
MARV Capital Partners September 2014 - Present
Southwest Securities, Inc. March 2006 - June 2014
Big 12 Conference June 2003 - March 2006
Sun Belt Conference July 2002 - June 2003
Skills
Bloomberg, ABS, Bonds, Capital Markets, Customer Service, Equities, Fixed Income, Hedge Funds, Microsoft Office, Mortgage Lending, Portfolio Management, PowerPoint, Public Relations, Securities, Securitization, Series 7, Social Media, Structured Finance, Structured Products, Trading, Wealth Management, CMOS
Education
Louisiana State University
Kendrick Jackson's Southwest Securities, Inc. Experience January 1998 - April 2000
Job Project Manager at NANTHEALTH
Industry Information Technology and Services
Experience
NANTHEALTH August 2014 - Present
NantHealth (formerly Net.Orange) February 2013 - August 2014
Dairy.com January 2009 - December 2012
Rent-A-Center January 2005 - December 2008
Accenture January 2003 - December 2004
Maximum Cng 1997 - 2004
Southwest Securities, Inc. January 1998 - April 2000
Skills
Quality Assurance, Testing, Databases, Java, SDLC, SQL, Software Documentation, Software Project..., Integration, Project Management, Microsoft Office, Troubleshooting, Customer Service, HTML, XML, Unix, Requirements Analysis, Process Improvement, Test Planning, User Acceptance Testing, Technical Support, Microsoft Word, Management, Analysis, JIRA, Social Networking, PL/SQL, Requirements Gathering, Windows, Fiction Writing, Creative Fiction, Problem Solving, Oracle, XP, Social Media, Gameplay, World Building, Storytelling, SaaS, MySQL, Agile Project Management, Training, HL7, Mirth, Cross-functional..., Business Analysis, Program Management, Software Development, Agile Methodologies
Education
Collin County Community College 2010 — 2011
NANTHEALTH August 2014 - Present
NantHealth (formerly Net.Orange) February 2013 - August 2014
Dairy.com January 2009 - December 2012
Rent-A-Center January 2005 - December 2008
Accenture January 2003 - December 2004
Maximum Cng 1997 - 2004
Southwest Securities, Inc. January 1998 - April 2000
Skills
Quality Assurance, Testing, Databases, Java, SDLC, SQL, Software Documentation, Software Project..., Integration, Project Management, Microsoft Office, Troubleshooting, Customer Service, HTML, XML, Unix, Requirements Analysis, Process Improvement, Test Planning, User Acceptance Testing, Technical Support, Microsoft Word, Management, Analysis, JIRA, Social Networking, PL/SQL, Requirements Gathering, Windows, Fiction Writing, Creative Fiction, Problem Solving, Oracle, XP, Social Media, Gameplay, World Building, Storytelling, SaaS, MySQL, Agile Project Management, Training, HL7, Mirth, Cross-functional..., Business Analysis, Program Management, Software Development, Agile Methodologies
Education
Collin County Community College 2010 — 2011
Donald Hultgren's Southwest Securities, Inc. Experience 2000 - 2010
Job President at Three Part Advisors, LLC
Industry Financial Services
Experience
Three Part Advisors, LLC July 2013 - Present
Wedbush Securities March 2013 - Present
American Heart Association 2003 - Present
Sterne Agee November 2010 - November 2011
SWS Group, Inc. August 2002 - August 2010
Southwest Securities, Inc. 2000 - 2010
Raymond James 1989 - 2000
Butcher & Singer 1986 - 1989
Eppler, Gurerin & Turner 1981 - 1986
Skills
Board of Director..., CEO Succession, Public Companies, Securities, Investments, Finance, Financial Modeling, Valuation, Financial Analysis, Investment Strategies, Series 7, Board of Directors, Asset Allocation, Hedge Funds, Capital Markets, Executive Management, Equities, Equity Research, Due Diligence, Banking, Mergers & Acquisitions, Strategic Planning, Investment Banking, Asset Management, Portfolio Management, Alternative Investments, Financial Advisory, Trading, Strategic Financial..., Mutual Funds, Private Equity, Wealth Management, Venture Capital, Investment Management, Investor Relations, Corporate Finance, Series 63, Corporate Development, Investment Advisory, Bloomberg, Business Valuation, Risk Management
Education
The University of Texas at Austin 1979 — 1981
Master of Business Administration (MBA), Finance
Augustana College 1975 — 1979
Bachelor of Arts (B.A.), Accounting and Business/Management
Chartered Financial Analyst
Three Part Advisors, LLC July 2013 - Present
Wedbush Securities March 2013 - Present
American Heart Association 2003 - Present
Sterne Agee November 2010 - November 2011
SWS Group, Inc. August 2002 - August 2010
Southwest Securities, Inc. 2000 - 2010
Raymond James 1989 - 2000
Butcher & Singer 1986 - 1989
Eppler, Gurerin & Turner 1981 - 1986
Skills
Board of Director..., CEO Succession, Public Companies, Securities, Investments, Finance, Financial Modeling, Valuation, Financial Analysis, Investment Strategies, Series 7, Board of Directors, Asset Allocation, Hedge Funds, Capital Markets, Executive Management, Equities, Equity Research, Due Diligence, Banking, Mergers & Acquisitions, Strategic Planning, Investment Banking, Asset Management, Portfolio Management, Alternative Investments, Financial Advisory, Trading, Strategic Financial..., Mutual Funds, Private Equity, Wealth Management, Venture Capital, Investment Management, Investor Relations, Corporate Finance, Series 63, Corporate Development, Investment Advisory, Bloomberg, Business Valuation, Risk Management
Education
The University of Texas at Austin 1979 — 1981
Master of Business Administration (MBA), Finance
Augustana College 1975 — 1979
Bachelor of Arts (B.A.), Accounting and Business/Management
Chartered Financial Analyst
Perri White's Southwest Securities, Inc. Experience January 1999 - January 2004
Job
Industry Financial Services
Experience
Perri White April 2010 - Present
JPMorgan Chase & Co. November 2012 - September 2014
MoneyGram International January 2012 - October 2012
JPMorgan Chase September 2011 - November 2011
Milkie Ferguson Investments, Inc. December 2008 - March 2010
H. D. Vest September 2004 - November 2008
Southwest Securities, Inc January 1999 - January 2004
Fidelity Investments January 1994 - January 1999
Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Securities, Wealth Management, Investments, Retirement Planning, Fixed Income, Financial Services, Trading, Equities, Series 24, Asset Managment, Portfolio Management
Education
University of Tulsa College of Law 1986 — 1989
JD/MBA, Law & Business
Southern Methodist University 1982 — 1986
BA/BBA, Economics/Finance
Perri White April 2010 - Present
JPMorgan Chase & Co. November 2012 - September 2014
MoneyGram International January 2012 - October 2012
JPMorgan Chase September 2011 - November 2011
Milkie Ferguson Investments, Inc. December 2008 - March 2010
H. D. Vest September 2004 - November 2008
Southwest Securities, Inc January 1999 - January 2004
Fidelity Investments January 1994 - January 1999
Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Securities, Wealth Management, Investments, Retirement Planning, Fixed Income, Financial Services, Trading, Equities, Series 24, Asset Managment, Portfolio Management
Education
University of Tulsa College of Law 1986 — 1989
JD/MBA, Law & Business
Southern Methodist University 1982 — 1986
BA/BBA, Economics/Finance
Ryan Hearn's Southwest Securities, Inc. Experience September 2015 - Present
Job Storage Engineer at Southwest Securities, Inc.
Industry Information Technology and Services
Experience
Southwest Securities, Inc. September 2015 - Present
Sabre Holdings December 2012 - Present
Easton-Bell Sports April 2012 - August 2012
Savemore.com May 2011 - October 2011
lastminute.com 2010 - October 2011
JDA Software January 2011 - May 2011
Sabre Holdings March 2010 - November 2010
Skills
VMware, Storage Area Networks, Servers, Windows Server, Firewalls, Active Directory, Disaster Recovery, Virtualization, Cisco Technologies, Networking, IIS, Data Center, VMware ESX, Citrix, SAN, DNS
Education
The University of Texas at Arlington 1993 — 1998
North Lake College
Southwest Securities, Inc. September 2015 - Present
Sabre Holdings December 2012 - Present
Easton-Bell Sports April 2012 - August 2012
Savemore.com May 2011 - October 2011
lastminute.com 2010 - October 2011
JDA Software January 2011 - May 2011
Sabre Holdings March 2010 - November 2010
Skills
VMware, Storage Area Networks, Servers, Windows Server, Firewalls, Active Directory, Disaster Recovery, Virtualization, Cisco Technologies, Networking, IIS, Data Center, VMware ESX, Citrix, SAN, DNS
Education
The University of Texas at Arlington 1993 — 1998
North Lake College
Brian Grubbs's Southwest Securities, Inc. Experience August 2001 - January 2015
Job Public Finance
Industry Investment Banking
Experience
SAMCO Capital Markets January 2015 - Present
Southwest Securities, Inc. August 2001 - January 2015
Education
Hardin-Simmons University 1999 — 2001
Master of Business Administration (MBA), Finance
Texas A&M University 1997 — 1999
Biomedical Science
Blinn College 1995 — 1997
SAMCO Capital Markets January 2015 - Present
Southwest Securities, Inc. August 2001 - January 2015
Education
Hardin-Simmons University 1999 — 2001
Master of Business Administration (MBA), Finance
Texas A&M University 1997 — 1999
Biomedical Science
Blinn College 1995 — 1997
Stanley Vermett's Southwest Securities, Inc. Experience June 1999 - February 2005
Job
Industry Information Technology and Services
Experience
Fish Technologies, LLC July 2008 - Present
Paladin Consulting, Dallas March 2006 - June 2008
Vince Hagan Company February 2005 - December 2005
Southwest Securities, Inc June 1999 - February 2005
Skills
Printers, Troubleshooting, Laptops, Remote Desktop, Norton Ghost, A+ Certified, Software Installation, VPN, Hardware, Operating Systems, Technical Support, TCP/IP, System Administration, Windows
Education
Eastfield College
El Centro College
Fish Technologies, LLC July 2008 - Present
Paladin Consulting, Dallas March 2006 - June 2008
Vince Hagan Company February 2005 - December 2005
Southwest Securities, Inc June 1999 - February 2005
Skills
Printers, Troubleshooting, Laptops, Remote Desktop, Norton Ghost, A+ Certified, Software Installation, VPN, Hardware, Operating Systems, Technical Support, TCP/IP, System Administration, Windows
Education
Eastfield College
El Centro College
Adam Rich's Southwest Securities, Inc. Experience June 2007 - November 2013
Job Investment Counselor at Schlindwein Associates, LLC
Industry Investment Management
Experience
Schlindwein Associates, LLC November 2013 - Present
Southwest Securities, Inc June 2007 - November 2013
Retirement Advisors of America, Inc January 2002 - June 2007
Retirement Advisors of America, Inc October 1998 - January 2002
Merrill Lynch & Edward Jones January 1996 - October 1998
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Axys Portfolio..., Advent Software, ETFs, Asset Allocation, Fixed Income, Bloomberg, Orion, Portfolio Trading, Portfolio Performance..., Microsoft Office, Morningstar Office, Morningstar Direct, CSS, Modern Portfolio Theory, Global Tactical Asset..., Strategic Asset..., Modeling Portfolios, Seperate Account..., Closed-end Funds, Investment Research, Valuation Modeling, Asset Managment, Registered Investment..., Personal Financial..., Schwab Institutional, Fidelity Advisor..., E*Trade Advisor Trading..., Adobe GoLive, Adobe Photoshop, Adobe Illustrator, Adobe InDesign
Education
University of North Texas 1996 — 1998
Bachelor of Business Administration, Finance
Schlindwein Associates, LLC November 2013 - Present
Southwest Securities, Inc June 2007 - November 2013
Retirement Advisors of America, Inc January 2002 - June 2007
Retirement Advisors of America, Inc October 1998 - January 2002
Merrill Lynch & Edward Jones January 1996 - October 1998
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Axys Portfolio..., Advent Software, ETFs, Asset Allocation, Fixed Income, Bloomberg, Orion, Portfolio Trading, Portfolio Performance..., Microsoft Office, Morningstar Office, Morningstar Direct, CSS, Modern Portfolio Theory, Global Tactical Asset..., Strategic Asset..., Modeling Portfolios, Seperate Account..., Closed-end Funds, Investment Research, Valuation Modeling, Asset Managment, Registered Investment..., Personal Financial..., Schwab Institutional, Fidelity Advisor..., E*Trade Advisor Trading..., Adobe GoLive, Adobe Photoshop, Adobe Illustrator, Adobe InDesign
Education
University of North Texas 1996 — 1998
Bachelor of Business Administration, Finance
Claudine Turner's Southwest Securities, Inc. Experience January 2001 - January 2002
Job Training and Financial Services Professional
Industry Education Management
Experience
The National Math and Science Initiative March 2014 - June 2014
Frisco ISD November 2012 - March 2014
Apple Creek Private Preschool January 2010 - January 2013
Southwest Securities, Inc. January 2001 - January 2002
Janus Funds January 1999 - January 2001
Bank One Texas N A May 1997 - December 1998
Bank One Texas N A April 1996 - April 1997
Skills
Lesson Planning, Curriculum Development, Classroom Management, Tutoring, Educational Technology, Educational Leadership, Differentiated..., Elementary Education, Training, Literacy, Teacher Training, Management, Staff Development, Financial Services, Interview Preparation, Banking, Security Operations, Sales, Communication, Employee Training, Nonprofits, Interviews, Organization Skills, Office Administration, Supervisory Skills, Executive Support, Securities License
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Arts (B.A.), History and Education
The National Math and Science Initiative March 2014 - June 2014
Frisco ISD November 2012 - March 2014
Apple Creek Private Preschool January 2010 - January 2013
Southwest Securities, Inc. January 2001 - January 2002
Janus Funds January 1999 - January 2001
Bank One Texas N A May 1997 - December 1998
Bank One Texas N A April 1996 - April 1997
Skills
Lesson Planning, Curriculum Development, Classroom Management, Tutoring, Educational Technology, Educational Leadership, Differentiated..., Elementary Education, Training, Literacy, Teacher Training, Management, Staff Development, Financial Services, Interview Preparation, Banking, Security Operations, Sales, Communication, Employee Training, Nonprofits, Interviews, Organization Skills, Office Administration, Supervisory Skills, Executive Support, Securities License
Education
The University of Texas at Austin 1993 — 1997
Bachelor of Arts (B.A.), History and Education
Janice Gilmore's Southwest Securities, Inc. Experience July 1999 - October 1999
Job Productin Service Support Lead at Trust Management Network
Industry Financial Services
Experience
Trust Management Network February 2015 - Present
Bank of America October 1999 - January 2015
Southwest Securities, Inc. July 1999 - October 1999
Dominion Companies – Dallas, TX (name changed to Northstar Securities) May 1996 - July 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Risk Management, Mortgage Banking, Credit Risk, Portfolio Management, Loan Origination, Commercial Lending, Consumer Lending, Financial Analysis, Financial Risk, Small Business Lending, FHA, Credit Cards, Refinance
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Finance
Oakland Tech High School 1980 — 1983
Bachelor of Science (B.S.) in Finance, General Studies
Trust Management Network February 2015 - Present
Bank of America October 1999 - January 2015
Southwest Securities, Inc. July 1999 - October 1999
Dominion Companies – Dallas, TX (name changed to Northstar Securities) May 1996 - July 1999
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Risk Management, Mortgage Banking, Credit Risk, Portfolio Management, Loan Origination, Commercial Lending, Consumer Lending, Financial Analysis, Financial Risk, Small Business Lending, FHA, Credit Cards, Refinance
Education
Colorado Technical University 2010 — 2012
Bachelor of Science (BS), Finance
Oakland Tech High School 1980 — 1983
Bachelor of Science (B.S.) in Finance, General Studies
Tyler Fulton's Southwest Securities, Inc. Experience May 2008 - December 2013
Job Trade and Execution at Envestnet Placemark
Industry Financial Services
Experience
Envestnet Placemark November 2014 - Present
Southwest Securities, Inc. May 2008 - December 2013
Education
The University of Texas at Dallas 2005 — 2008
Bachelor of Science (BS), Accounting and Finance
Envestnet Placemark November 2014 - Present
Southwest Securities, Inc. May 2008 - December 2013
Education
The University of Texas at Dallas 2005 — 2008
Bachelor of Science (BS), Accounting and Finance
Katrina P's Southwest Securities, Inc. Experience 2012 - 2013
Job Academic Department Specialist at University of WisconsinMadison
Industry Higher Education
Experience
University of Wisconsin-Madison March 2015 - Present
Purple Cow Organics, LLC January 2014 - March 2015
Southwest Securities, Inc. 2012 - 2013
Skills
Outlook
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Aarhus Universitet 2010 — 2011
Bachelor of Arts (BA), Scandinavian Languages, Literatures, and Linguistics
University of Wisconsin-Madison March 2015 - Present
Purple Cow Organics, LLC January 2014 - March 2015
Southwest Securities, Inc. 2012 - 2013
Skills
Outlook
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Aarhus Universitet 2010 — 2011
Bachelor of Arts (BA), Scandinavian Languages, Literatures, and Linguistics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY