Sowell & Co.

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Sowell & Co. Employees

Employee
Years
Job
Industry
Ram Srinivasan Ram Srinivasan Plano, Texas Details
Ram Srinivasan's Sowell & Co. Experience January 2013 - Present
Job VP of Tax at Sowell & Co.
Industry Financial Services
Experience
Sowell & Co.   January 2013 - Present
Deloitte  September 2001 - December 2012

Skills
Partnership Taxation, Income Tax, State Tax, Estate Tax Planning, Tax Returns, Tax Advisory, Tax Accounting, Accounting

Education
University of Denver   2000 — 2001
Master of Taxation, Taxation

Southern Methodist University   1996 — 2000
Bacheler of Business Administration, Accounting

Taylor Fall Taylor Fall Dallas/Fort Worth Area Details
Taylor Fall's Sowell & Co. Experience August 2013 - January 2014
Job Development Analyst at Magnolia Property Company
Industry Commercial Real Estate
Experience
Magnolia Property Company   July 2014 - Present
Newmark Grubb Knight Frank  February 2014 - July 2014
Sowell & Co.   August 2013 - January 2014
Post Properties  May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Mass Communication, Integration, English, Social Media, Real Estate Development, Commercial Real Estate, Real Estate License, Leadership, Real Estate, Customer Service, Customer Satisfaction, Investment Properties, Sales, Time Management, Troubleshooting, PowerPoint, Budgets, Marketing, Outlook

Education
Texas Tech University   2008 — 2013
Bachelor's degree, University Studies

McKinney Boyd HS   2004 — 2008

Edward Kittleson Edward Kittleson Mckinney, Texas Details
Edward Kittleson's Sowell & Co. Experience 2001 - 2004
Job Vice President Corp. Financial Reporting at Behringer Harvard
Industry Real Estate
Experience
Behringer Harvard  2013 - Present
UrbanAmerica Advisors   2010 - 2012
Behringer Harvard  2005 - 2009
Sowell & Co.   2001 - 2004
Cameron Ashley Building Products  2000 - 2001
Landauer Associates, Inc.   1996 - 1999
AEGON USA Realty Advisors, Inc.   1991 - 1995
Bjornsen Investment Corp.   1981 - 1991
Dee, Gosling & Company, CPA's   1979 - 1981

Skills
Accounting, Financial Reporting, Financial Analysis, Commercial Real Estate, SEC filings, Forecasting, Budgets, CPA, Strategic Financial..., Cash Flow, GAAP, General Ledger

Education
Coe College
Bachelor of Arts (BA), Business Administration

University of Iowa
Master of Business Administration (MBA)

Matthew Hatcher Matthew Hatcher Dallas/Fort Worth Area Details
Matthew Hatcher's Sowell & Co. Experience February 2015 - Present
Job Senior Associate Oil and Gas at Sowell & Co.
Industry Venture Capital & Private Equity
Experience
Sowell & Co.   February 2015 - Present
EXCO Resources, Inc.   July 2014 - February 2015
EXCO Resources, Inc.   November 2013 - June 2014
EXCO Resources, Inc.   July 2010 - October 2013
Ability Global, LLC   March 2009 - August 2010

Skills
Financial Analysis, Finance, Microsoft Excel, Problem Solving, Financial Modeling, Forecasting, Energy Derivatives, Investor Relations, Capital Markets, Strategic Planning, Hedging, Market Research, Business Strategy

Education
Southern Methodist University - Cox School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy

St. Edward's University   2006 — 2010
BBA, Finance

Millfield School   2004 — 2006
Advanced Level Studies, Business, Economics, Physical Education

Benjamin Lurie Benjamin Lurie Dallas, Texas Details
Benjamin Lurie's Sowell & Co. Experience April 2014 - Present
Job Senior Vice President at Sowell & Co.
Industry Real Estate
Experience
Sowell & Co.   April 2014 - Present
Colliers International  January 2012 - April 2014
Benjamin Lurie Consulting   March 2011 - December 2011
The Milestone Group  September 2006 - March 2011
Morgan Stanley  November 2000 - July 2004

Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Portfolio Management, Asset Management, Strategic Planning, Investor Relations, Investments, Commercial Real Estate, Mergers & Acquisitions, Finance, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Management

Education
Southern Methodist University - Cox School of Business   2004 — 2006
MBA, Finance, Strategy

Tulane University   1996 — 2000
BS, Finance, Management

Dan Meader CFA CPA Dan Meader CFA CPA Dallas/Fort Worth Area Details
Dan Meader CFA CPA's Sowell & Co. Experience November 1988 - September 1997
Job Managing Director of small cap private equity investment firm
Industry Investment Management
Experience
Trinity Private Equity Group   May 1999 - Present
Trinity Advisory Group   May 1999 - Present
CFA Institute  2006 - 2013
Sowell & Co.   November 1988 - September 1997
Bank of America  August 1984 - November 1988
InterFirst Bank  1985 - 1986

Skills
Portfolio Management, Investments, Private Equity, Asset Management, Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Equities, Due Diligence, Asset Allocation, Capital Markets

Education
Southern Methodist University   1980 — 1984
bba, finance

Alex Allgood Alex Allgood Dallas, Texas Details
Alex Allgood's Sowell & Co. Experience October 2011 - Present
Job Managing Director, Private Equity Group at Sowell & Co.
Industry Investment Management
Experience
Sowell & Co.   October 2011 - Present
VeriQuest Private Capital, LP   December 2005 - Present
Lehman Brothers  1996 - 2004

Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Investment Banking, Investment Management, Hedge Funds

Education
The University of Texas at Austin   1993 — 1995
MBA, Finance, General

The University of Texas at Austin   1988 — 1992
Bachelor of Arts (B.A.), Finance, General

Kevin Youngblood Kevin Youngblood Dallas/Fort Worth Area Details
Kevin Youngblood's Sowell & Co. Experience July 2009 - Present
Job Principal at Sowell & Co.
Industry Real Estate
Experience
Sowell & Co.   July 2009 - Present
Sowell & Co.   July 2001 - March 2010

Skills
Strategic Planning, Real Estate, Real Estate Transactions, Due Diligence, Real Estate Development, Short Sales, Business Development, Contract Negotiation, Residential Homes, Business Planning, New Business Development, Business Strategy, Private Equity

Education
Texas Tech University - Rawls College of Business   1987 — 1991
B.B.A., Accounting

Jibsy John Jibsy John Dallas/Fort Worth Area Details
Jibsy John's Sowell & Co. Experience April 2011 - Present
Job Senior Accountant at Sowell & Co.
Industry Accounting
Experience
Sowell & Co.   April 2011 - Present
Pillar Hotels and Resorts (formerly Archon Hospitality)   April 2008 - April 2011
Archon Group  April 2008 - April 2011
Preferred Technology Solutions  January 2005 - October 2007
Conroy Smith & Co   May 2003 - August 2004

Education
Pace University   2000 — 2003

Will Schramme Will Schramme Dallas/Fort Worth Area Details
Will Schramme's Sowell & Co. Experience September 2011 - Present
Job Managing Director at Sowell & Co.
Industry Financial Services
Experience
Sowell & Co.   September 2011 - Present
Sowell & Co.   August 2008 - September 2011
Spectrum Equity Investors  February 2004 - May 2006
UBS Investment Bank  July 2001 - January 2004
UBS Investment Bank  July 1999 - June 2001

Education
The University of Texas at Austin - Red McCombs School of Business   2006 — 2008
MBA

Clemson University   1995 — 1999

Steven Smathers Steven Smathers Dallas/Fort Worth Area Details
Steven Smathers's Sowell & Co. Experience July 1991 - Present
Job President at Perfect IP,LLC
Industry Financial Services
Experience
Perfect Lens LLC   2012 - Present
Perfect IP,LLC   2012 - Present
SES Consulting Services, LLC   2010 - Present
Sowell & Co.   July 1991 - Present
Johnson & Gibbs  August 1981 - June 1991

Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Litigation, Real Estate, Venture Capital, Corporate Governance, Securities, Real Estate Transactions, Restructuring, Joint Ventures, Legal Research, Corporate Finance, IPO, Start-ups, Corporate Development, Hedge Funds, Corporate Law, M&A experience, Leveraged Finance, Mergers, Acquisitions, Intellectual Property

Education
The Ohio State University   1970 — 1976
Juris Doctor (J.D.), Microbiology, General

Georgetown University
Biology, General

Sheila Pedersen Sheila Pedersen Dallas/Fort Worth Area Details
Sheila Pedersen's Sowell & Co. Experience 2004 - 2006
Job Transactional / Corporate Paralegal
Industry Legal Services
Experience
Atrium Corporation  January 2013 - June 2015
Ethos Group  2010 - 2012
Greystone Commercial Services LP   2006 - 2010
Sowell & Co.   2004 - 2006
Squire Patton Boggs  1999 - 2004

Skills
Corporate Law, Real Estate, Document Review, Litigation, Due Diligence, Credit, Legal Research, Legal Writing, Litigation Support, Start-ups, Commercial Litigation, Contract Negotiation, Legal Documents, Legal Assistance

Education
El Centro College
Associate of Science (A.S.), Paralegal

Texas Tech University

James Pool James Pool Dallas/Fort Worth Area Details
James Pool's Sowell & Co. Experience January 2014 - April 2015
Job Research Specialist at Sowell & Co.
Industry Commercial Real Estate
Experience
Sowell & Co.   January 2014 - April 2015
Rawls College of Business at Texas Tech University  August 2008 - August 2013

Skills
PowerPoint, Teamwork, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Access, Microsoft Excel, Financial Modeling, Time Management, Corporate Finance, Research, Statistics, Economics, Public Speaking, Accounting, Valuation, Finance, Customer Service, Leadership, Commercial Real Estate, Land Acquisition, Real Estate, Land Development

Education
Texas Tech University   2008 — 2013
Bachelor of Business Administration (BBA), Finance, General