Stone Advisors

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Stone Advisors Employees

Employee
Years
Job
Industry
matthew bash matthew bash Brunswick, Ohio Details
matthew bash's Stone Advisors Experience September 2008 - December 2010
Job Recruiting Coordinator
Industry Financial Services
Experience
TRN Financial Group   September 2014 - Present
KeyBank  February 2012 - May 2013
JPMorgan Chase  March 2011 - February 2012
Stone Advisors   September 2008 - December 2010
SunTrust Robinson Humphrey - Debt Capital Markets   June 2006 - March 2008
KeyBank  September 2000 - July 2006
KeyBank  August 1999 - September 2000

Skills
Risk Management, Banking, Valuation, Strategy, Loans, Asset Managment, Strategic Planning, Asset Management, Project Management, Accounting, Auditing, Financial Risk, Analysis, Financial Services, Management, Recruiting, Finance, Process Improvement

Education
Walden University   2009 — 2011
BSBA, Finance

Cuyahoga Community College

The Ohio State University

Cara Whiteside Monroe, CPA, MSA Cara Whiteside Monroe, CPA, MSA Dallas/Fort Worth Area Details
Cara Whiteside Monroe, CPA, MSA's Stone Advisors Experience June 2010 - December 2010
Job Awesome CPA
Industry Accounting
Experience
Dell  April 2011 - Present
Stone Advisors   June 2010 - December 2010
Accenture  July 2008 - August 2009
Accenture  March 2007 - July 2008
Bombardier Aerospace  July 2006 - March 2007
Clear Channel  August 2004 - July 2006
Clear Channel  March 2001 - August 2004
Valero Energy Corporation  July 2000 - March 2001
Valero Energy Corporation  September 1998 - July 2000
Operational Technologies  January 1998 - September 1998

Skills
Account Reconciliation, Financial Analysis, Accounting, Internal Controls, Forecasting, Accounts Payable, Accounts Receivable, General Ledger, Analysis, Variance Analysis, Budgets, Finance, Management, Financial Statement..., Microsoft Excel, Process Improvement, Tax

Education
The University of Texas at San Antonio   2000 — 2004
MSA, Accounting

The University of Texas at San Antonio   1987 — 1992
BBA, Accounting

Holmes High School

Justin C. Shuler Justin C. Shuler Dallas/Fort Worth Area Details
Justin C. Shuler's Stone Advisors Experience 2008 - 2010
Job Resolutions and Receiverships Specialist at FDIC
Industry Financial Services
Experience
Federal Deposit Insurance Corporation  August 2010 - Present
UHY LLP  2009 - 2010
Stone Advisors   2008 - 2010
Southwest Bank  2007 - 2008
AACM LLC   2003 - 2007

Skills
Loans, Commercial Lending, Underwriting, Business Analysis, Commercial Banking, Commercial Real Estate, Project Management, C&I Lending, Relationship Management, Risk Management, Credit, Credit Risk, Small Business Lending, Loan Origination, Strategic Planning, Team Leadership, Financial Institutions, Portfolio Management, Commercial Mortgages, Credit Analysis, Banking, Consumer Lending, Mortgage Lending, Loan Servicing, Mortgage Banking, Finance, Financial Risk, Cash Management, Loss Mitigation

Education
Stephen F. Austin State University   1997 — 2002
Bachelor's Degree

Joshua Coburn Joshua Coburn Chicago, Illinois Details
Joshua Coburn's Stone Advisors Experience December 2009 - August 2010
Job Vice President Commercial Lending at Lakeside Bank
Industry Banking
Experience
Lakeside Bank  May 2015 - Present
US Bank  September 2010 - April 2015
Stone Advisors   December 2009 - August 2010
Mutual of Omaha Bank  July 2008 - September 2009
First National Bank of Arizona  August 2004 - July 2008
CompuSys/Erisa Group, Inc.   August 2003 - August 2004
Compass Bank  January 1998 - July 2003

Skills
Loans, Portfolio Management, Credit, Banking, Commercial Lending, Financial Analysis, Underwriting, Commercial Banking, Loan Origination, Finance, Commercial Real Estate, Small Business Lending

Education
Northern Arizona University-The W. A. Franke College of Business   1998 — 2002
Bachelor of Science, Economics

Tim Gentry Tim Gentry San Francisco Bay Area Details
Tim Gentry's Stone Advisors Experience 2007 - November 2011
Job CA Group Controller of Granite Construction, Watsonville, CA
Industry Construction
Experience
Granite Construction  December 2013 - Present
Infigen Energy  November 2011 - Present
Stone Advisors   2007 - November 2011
Darling International Inc.  2000 - 2005
Total (Fina Oil and Chemical Company)   1987 - 2000

Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Financial Modeling, Due Diligence, Internal Controls, Sarbanes-Oxley Act, Forecasting, Process Improvement, Consolidation, Mergers, Strategic Planning, Banking, Auditing, Financial Accounting, Managerial Finance, ERP, Risk Management

Education
St. Thomas University   1988 — 1991
MBA, Finance

University of Houston   1977 — 1981
BBA, Accounting

University of Houston   1977 — 1981
BBA - Accounting

Brad Oates Brad Oates Dallas/Fort Worth Area Details
Brad Oates's Stone Advisors Experience 2002 - Present
Job Chairman at Stone Advisors
Industry Management Consulting
Experience
Stone Advisors   2002 - Present
Bluebonnet Savings Bank  1988 - 2003
RiskWise International   1997 - 2000

Skills
Due Diligence, Finance, Corporate Development, Asset Management, Portfolio Management, Banking, Management Consulting, Venture Capital, Executive Management, Process Improvement, Start-ups, M&A experience, Business Strategy, Real Estate, Loans, Entrepreneurship, Mortgage Lending, Valuation, Non-Executive Director, Mergers & Acquisitions, Mergers

Education
Brigham Young University   1972 — 1982
Doctor of Law (JD)

Eric Hayden Eric Hayden Fort Worth, Texas Details
Eric Hayden's Stone Advisors Experience May 2013 - September 2013
Job Marketing Analyst at Cheaper Than Dirt
Industry Public Relations and Communications
Experience
CTD Inc.   April 2014 - Present
Stone Advisors   May 2013 - September 2013
Campaign Plan for LHUCA   August 2012 - December 2012
PepsiCo - Frito Lay  2010 - 2012

Skills
Campaign Strategies, Campaign Plans, Advertising, Media Communications, Social Media..., Marketing Strategy, Digital Marketing, Marketing, Public Relations, Social Media, Marketing Communications, Social Media Marketing, Email Marketing, Market Research, Leadership

Education
Texas Tech University   2009 — 2012
Bachelor of Science (BS), Public Relations/Image Management

Texas Tech University   2009 — 2012
Bachelor's degree, Public Relations/Image Management

Bac Nguyen Bac Nguyen Dallas/Fort Worth Area Details
Bac Nguyen's Stone Advisors Experience April 2009 - Present
Job
Industry Investment Management
Experience
Gearing Capital Partners   February 2010 - Present
Stone Advisors   April 2009 - Present
Portfolio Realty & Mortgage   October 2006 - November 2008
Orix Capital Markets  June 2004 - October 2006
Bank of America  2001 - 2004
Societe Generale  1997 - 2000

Skills
Real Estate, Asset Protection, Mergers, Asset Management, Distressed Debt, Distressed M&A, Investment Management, Consulting

Education
Southern Methodist University Dedman School of Law   2004 — 2008
Juris Doctor

Harvard University   1991 — 1995
A.B.

Bradley Reeves Bradley Reeves San Francisco, California Details
Bradley Reeves's Stone Advisors Experience August 2005 - March 2006
Job Senior Strategist at Landor
Industry Marketing and Advertising
Experience
Landor  June 2015 - Present
freelance consulting  September 2014 - May 2015
Salt Branding  April 2014 - September 2014
Anthem Worldwide  September 2006 - April 2014
Interbrand  March 2006 - July 2006
Stone Advisors   August 2005 - March 2006

Skills
Brand Architecture, Marketing, Strategy, Brand Management, Start-ups, Adobe Acrobat, Microsoft Excel, Product Development, InDesign, Strategic Planning, Business Development, Packaging, Customer Insight, Keynote, Positioning, Competitive Analysis, Mac OS, iMovie, PowerPoint, Entourage, Outlook, Photoshop, Illustrator, WebEx, Mintel, Microsoft Word, Mountaineering, Backpacking, jump 10, PC, Pages, Numbers, Word, Excel, GNPD, Brand Development

Education
University of San Francisco   2012 — 2013
Master of Business Administration (MBA)

Brigham Young University
B.S. Business Management

Chace Shuler Chace Shuler Dallas/Fort Worth Area Details
Chace Shuler's Stone Advisors Experience May 2009 - July 2010
Job Oversight Manager at FDIC
Industry Banking
Experience
FDIC  September 2010 - Present
Stone Advisors   May 2009 - July 2010
Southwest Bank of Texas  July 2007 - September 2008
AAC Corp.   January 2003 - November 2007

Education
Stephen F. Austin State University   1997 — 2002
BA, Advertising/Communications

Terry Stroud Terry Stroud Dallas/Fort Worth Area Details
Terry Stroud's Stone Advisors Experience January 2010 - October 2010
Job Banking, Risk Management, Banking Supervision and Enforcement Actions, Corporate Governance, Litigation Support
Industry Banking
Experience
Opportunity Group, LLC   January 2007 - Present
Stone Advisors   January 2010 - October 2010
Bankworld Inc.  September 1999 - December 2007
IBTCI - USA   January 1997 - October 1999
KPMG - Barents   1995 - 1997
Profit Partners   January 1992 - December 1994
First Federal Savings Bank  1991 - 1992
Office of Thrift Supervision  January 1990 - May 1991
Federal Home Loan Bank of Dallas  June 1984 - December 1989
Office of the Comptroller of the Currency  December 1981 - June 1984

Skills
Corporate Governance, Banking, Compliance, Risk Management, Executive Management, Due Diligence, Financial Analysis, Strategic Planning, Emerging Markets, Business Planning, Corporate Finance, Finance, Business Strategy, Program Management, Accounting, Portfolio Management, Mergers & Acquisitions, Investments, Management, Credit Analysis, Private Equity, Insurance, Commercial Banking, Financial Modeling, Financial Services, Investment Banking, Asset Management

Education
Stephen F. Austin State University   1976 — 1981
BBA, MBA, Finance, Economics

Sean Fox Sean Fox Dallas, Texas Details
Sean Fox's Stone Advisors Experience December 2007 - June 2013
Job Manager, Finance at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P.   March 2015 - Present
Highland Capital Management, L.P.   June 2013 - Present
GearingStone   November 2010 - June 2013
Stone Advisors   December 2007 - June 2013

Skills
Cash Flow Forecasting, Underwriting, Special Servicing, Compilation Of..., Investor Reporting, Finance, Financial Analysis

Education
Southern Methodist University - Cox School of Business   2011 — 2012
MBA, Finance

Texas A&M University
Bachelor of Science, Business, Psychology

Bob Littleton Bob Littleton Dallas/Fort Worth Area Details
Bob Littleton's Stone Advisors Experience 2010 - 2010
Job Chief Financial Officer (CFO) at Robert K. Littleton, CPA
Industry Electrical/Electronic Manufacturing
Experience
Robert K. Littleton, CPA   December 2012 - Present
Accretive Solutions  2011 - 2015
Accretive Solutions  2011 - 2015
Accretive Solutions  2011 - 2015
Long Range Systems, LLC  December 2011 - December 2012
Stone Advisors   2010 - 2010
LittletonCheney & Associates   April 2003 - December 2005
Vitro Packaging  December 1989 - June 2001
RKL Management and Financial Consulting   December 1987 - November 1989
Triland Development   January 1984 - December 1987

Skills
SEC filings, Due Diligence, Auditing, Sarbanes-Oxley, Finance, Process Improvement, Start-ups, Cash Management, Divestitures, Financial Reporting, Forecasting, Mergers, Intangible Asset..., Compliance, Mergers & Acquisitions, Restructuring

Education
The University of Texas at Dallas   1981 — 1984
MS, Finance

The University of Texas at Austin   1967 — 1971
BBA, Accounting

Bernard Nelson 05 Bernard Nelson 05 Lottsburg, Virginia Details
Bernard Nelson 05's Stone Advisors Experience September 2008 - February 2009
Job Special Asset Portfolio Management
Industry Banking
Experience
JAS Global Finance Group, Inc.   2013 - 2015
JAS Global Finance Group, Inc.   2013 - 2015
SolomonEdwards  July 2012 - December 2012
FDIC  March 2009 - January 2012
Stone Advisors   September 2008 - February 2009
DRS Ltd   September 2006 - October 2006
BearingPoint  May 2000 - October 2004
Asset Management/Corporate Restructuring International Inc.   July 1994 - April 2000
Assets Management Recovery Corporation   September 1993 - June 1994
Non-Performing Assets Recovery Trust   September 1990 - September 1993

Skills
Asset Management, Banking, Finance, Mortgage Banking, Asset Managment, Management, Investment Properties, Mortgage Lending, Loans, Credit, Portfolio Management, Analysis, Real Estate, Underwriting, Investments, Loan Servicing, Team Leadership, Risk Management, Financial Analysis, Negotiation, Commercial Banking, Due Diligence

Education
Syracuse University - Maxwell School   1981 — 1982
Masters, Public Administration

San Diego State University-California State University   1977 — 1981
Bachelors, Public Administration

Swede Hanson Swede Hanson Dallas, Texas Details
Swede Hanson's Stone Advisors Experience December 2009 - April 2011
Job Asset Management at Bank of the Ozarks
Industry Real Estate
Experience
Bank of the Ozarks  April 2014 - Present
Jones Lang LaSalle  January 2012 - April 2014
Credit Suisse Securities  May 2011 - October 2011
Stone Advisors   December 2009 - April 2011
Southern Land Company  2007 - 2009
BBVA Compass Bank  2004 - 2007

Education
Southern Methodist University - Cox School of Business
MBA, Finance

Texas A&M University
BS, Industrial Distribution