Tejas Securities Group, Inc.
Industry: Company
DescriptionHeadquarters: Austin, TX Parent organization: Westech Capital Corp Subsidiaries: Tejas Securities Group Inc., Asset Management Arm, Tejas Securities Group Inc., Research Division
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Tejas Securities Group, Inc. Employees
Employee
Years
Job
Industry
David Weibel David Weibel's Tejas Securities Group, Inc. Experience June 2009 - July 2014
Job Managing Director: Fixed Income
Industry Investment Banking
Experience
Ashton Stewart December 2014 - Present
Clearview Trading Advisors July 2014 - October 2014
Tejas Securities Group, Inc. June 2009 - July 2014
World Class Captial Group, LLC March 2007 - January 2009
The Tribeca Company June 2007 - October 2008
Skills
Fixed Income, ABS, Structured Products, Portfolio Management, CMBS, CDO, Private Equity, Derivatives, Residential Mortgages, Real Estate, Loans, Bloomberg, Capital Markets, Series 7, MBS, Financial Modeling, Series 63, Investments, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business
Finance, Investment Banking
Ashton Stewart December 2014 - Present
Clearview Trading Advisors July 2014 - October 2014
Tejas Securities Group, Inc. June 2009 - July 2014
World Class Captial Group, LLC March 2007 - January 2009
The Tribeca Company June 2007 - October 2008
Skills
Fixed Income, ABS, Structured Products, Portfolio Management, CMBS, CDO, Private Equity, Derivatives, Residential Mortgages, Real Estate, Loans, Bloomberg, Capital Markets, Series 7, MBS, Financial Modeling, Series 63, Investments, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business
Finance, Investment Banking
Emily Mickelson's Tejas Securities Group, Inc. Experience May 2010 - November 2010
Job Sponsorship at SXSW
Industry Design
Experience
SXSW February 2013 - Present
frog February 2012 - January 2013
frog November 2010 - February 2012
Tejas Securities Group, Inc. May 2010 - November 2010
Texas Home & Living Magazine February 2010 - May 2010
G&R Electrical Construction, Inc. May 2009 - October 2009
Texas Monthly May 2007 - May 2009
Skills
Social Media, Advertising, Social Media Marketing, Marketing Communications, Marketing, Digital Media, Adobe Creative Suite, Social Networking, Event Planning, Account Management, New Business Development, Salesforce.com, Business Development, Sales Operations, Budgets, Strategic Planning, Sales, Event Management, Program Management, Leadership, Project Management, Management
Education
Kansas State University 2003 — 2007
BS, Advertising
SXSW February 2013 - Present
frog February 2012 - January 2013
frog November 2010 - February 2012
Tejas Securities Group, Inc. May 2010 - November 2010
Texas Home & Living Magazine February 2010 - May 2010
G&R Electrical Construction, Inc. May 2009 - October 2009
Texas Monthly May 2007 - May 2009
Skills
Social Media, Advertising, Social Media Marketing, Marketing Communications, Marketing, Digital Media, Adobe Creative Suite, Social Networking, Event Planning, Account Management, New Business Development, Salesforce.com, Business Development, Sales Operations, Budgets, Strategic Planning, Sales, Event Management, Program Management, Leadership, Project Management, Management
Education
Kansas State University 2003 — 2007
BS, Advertising
Scott Hodgson, CFA Scott Hodgson, CFA's Tejas Securities Group, Inc. Experience July 2006 - July 2007
Job Equity Analyst, ERS of Texas
Industry Investment Management
Experience
Employees Retirement System of Texas April 2013 - Present
Lone Star Alternative Investment Association (LSAIA) January 2014 - Present
MidSouth Investor Fund August 2007 - May 2012
Tejas Securities Group, Inc. July 2006 - July 2007
Arabella Securities August 2003 - July 2006
Skills
Equities, Emerging Markets, Fundamental Research, Trading, Mutual Funds, Private Equity, FINRA, Investments, Technical Analysis, Portfolio Management, Research, Analysis, Financial Modeling, Securities, Asset Management, Alternative Investments, Hedge Funds, Valuation, Equity Research, Capital, Asset Allocation, Investment Management, Bloomberg
Education
Northwestern University
Master's Degree
Latin American Studies Program 2001 — 2002
The University of Texas at Austin - Red McCombs School of Business 1995 — 1999
BBA
Universidad de Sevilla 1997 — 1998
Employees Retirement System of Texas April 2013 - Present
Lone Star Alternative Investment Association (LSAIA) January 2014 - Present
MidSouth Investor Fund August 2007 - May 2012
Tejas Securities Group, Inc. July 2006 - July 2007
Arabella Securities August 2003 - July 2006
Skills
Equities, Emerging Markets, Fundamental Research, Trading, Mutual Funds, Private Equity, FINRA, Investments, Technical Analysis, Portfolio Management, Research, Analysis, Financial Modeling, Securities, Asset Management, Alternative Investments, Hedge Funds, Valuation, Equity Research, Capital, Asset Allocation, Investment Management, Bloomberg
Education
Northwestern University
Master's Degree
Latin American Studies Program 2001 — 2002
The University of Texas at Austin - Red McCombs School of Business 1995 — 1999
BBA
Universidad de Sevilla 1997 — 1998
Lilia Ean Lilia Ean's Tejas Securities Group, Inc. Experience September 2011 - March 2012
Job Marketing Manager and Travel Agent at ApsaRaTour Travel Angency
Industry Public Relations and Communications
Experience
ApsaRa-Tour Travel Angency October 2013 - January 2015
Photo-Center Company April 2013 - October 2013
Lawlor Media Group September 2012 - April 2013
Lawlor Media Group April 2012 - June 2012
Tejas Securities Group, Inc. September 2011 - March 2012
Photo-Center June 2011 - September 2011
Cuba Resaurant December 2009 - June 2010
"Malaria No More Fundraising" April 2008 - June 2008
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, Database Management, Internet Research, Photoshop, Outlook, Customer Service, Phone Skills, Social Media, Public Relations, Interviews, Social Media Marketing, Team Management
Education
New York University 2015 — 2016
Master of Science (MS), Tourism Management
Berkeley College-New York 2008 — 2012
BA, Business Administration and Management, GPA 3.96
EF International Academy 2007 — 2008
Certificate, Academic Year - English, 3.51
School/Gymnasium #14 2003 — 2007
High school, English language, GPA 3.19
ApsaRa-Tour Travel Angency October 2013 - January 2015
Photo-Center Company April 2013 - October 2013
Lawlor Media Group September 2012 - April 2013
Lawlor Media Group April 2012 - June 2012
Tejas Securities Group, Inc. September 2011 - March 2012
Photo-Center June 2011 - September 2011
Cuba Resaurant December 2009 - June 2010
"Malaria No More Fundraising" April 2008 - June 2008
Skills
Microsoft Word, Microsoft Excel, Access, PowerPoint, Database Management, Internet Research, Photoshop, Outlook, Customer Service, Phone Skills, Social Media, Public Relations, Interviews, Social Media Marketing, Team Management
Education
New York University 2015 — 2016
Master of Science (MS), Tourism Management
Berkeley College-New York 2008 — 2012
BA, Business Administration and Management, GPA 3.96
EF International Academy 2007 — 2008
Certificate, Academic Year - English, 3.51
School/Gymnasium #14 2003 — 2007
High school, English language, GPA 3.19
Kate Brightwell Kate Brightwell's Tejas Securities Group, Inc. Experience March 2012 - July 2014
Job Operations at Clearview Trading Advisors
Industry Financial Services
Experience
Clearview Trading Advisors July 2014 - Present
Tejas Securities Group, Inc. March 2012 - July 2014
Pegasus News April 2011 - February 2012
LivingSocial November 2010 - April 2011
Next Level Events 2005 - 2011
The Wall Street Journal August 2009 - November 2010
FlexDox January 2009 - August 2009
TreVista Group November 2007 - July 2008
Desoto Holdings, Inc. May 2005 - October 2007
Star Floors/Star Power, Inc. November 2001 - May 2005
Skills
Social Media, Advertising, Contract Negotiation, Real Estate, New Business Development, Event Planning, Account Management, Social Networking, Event Management, Advertising Sales, Social Media Marketing, Online Marketing, Consultative Selling, Selling, Sales, Email Marketing, Business Development, Marketing, Lead Generation, Customer Service, Online Advertising, Recruiting, Small Business, Digital Media, Mergers & Acquisitions, Salesforce.com, Marketing Strategy, Strategic Planning, Integrated Marketing, Start-ups, Cold Calling, Management, Marketing Communications
Education
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), Journalism
Ladue Horton Watkins 1992 — 1996
Clearview Trading Advisors July 2014 - Present
Tejas Securities Group, Inc. March 2012 - July 2014
Pegasus News April 2011 - February 2012
LivingSocial November 2010 - April 2011
Next Level Events 2005 - 2011
The Wall Street Journal August 2009 - November 2010
FlexDox January 2009 - August 2009
TreVista Group November 2007 - July 2008
Desoto Holdings, Inc. May 2005 - October 2007
Star Floors/Star Power, Inc. November 2001 - May 2005
Skills
Social Media, Advertising, Contract Negotiation, Real Estate, New Business Development, Event Planning, Account Management, Social Networking, Event Management, Advertising Sales, Social Media Marketing, Online Marketing, Consultative Selling, Selling, Sales, Email Marketing, Business Development, Marketing, Lead Generation, Customer Service, Online Advertising, Recruiting, Small Business, Digital Media, Mergers & Acquisitions, Salesforce.com, Marketing Strategy, Strategic Planning, Integrated Marketing, Start-ups, Cold Calling, Management, Marketing Communications
Education
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), Journalism
Ladue Horton Watkins 1992 — 1996
Eric Wiggin Eric Wiggin's Tejas Securities Group, Inc. Experience May 2013 - August 2013
Job Intern Financial Services Assurance at EY
Industry Accounting
Experience
EY January 2015 - March 2015
Tejas Securities Group, Inc. May 2013 - August 2013
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Access, Cost Accounting, Accounts Payable, Microsoft Office, Microsoft Word, Financial Analysis, Financial Markets, Financial Modeling, Finance, Auditing, Risk Management
Education
Texas A&M University 2011 — 2015
EY January 2015 - March 2015
Tejas Securities Group, Inc. May 2013 - August 2013
Skills
Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Access, Cost Accounting, Accounts Payable, Microsoft Office, Microsoft Word, Financial Analysis, Financial Markets, Financial Modeling, Finance, Auditing, Risk Management
Education
Texas A&M University 2011 — 2015
Simon Mogg Simon Mogg's Tejas Securities Group, Inc. Experience October 2011 - May 2013
Job Leveraged Finance Analyst seeking new opportunities after time out as a new parent
Industry Banking
Experience
Tejas Securities Group, Inc. October 2011 - May 2013
Elevation LLC June 2010 - October 2011
P. Schoenfeld Asset Management April 2008 - January 2009
Alpstar July 2007 - February 2008
Barclays Capital September 2003 - April 2007
Barclays Capital September 2003 - February 2004
Skills
Special Situations, Credit Analysis, High Yield, Event Driven, Equity Valuation, Value Investing, Relative Value, Equity Derivatives, Series 7, Series 63, Series 55, Capital Markets, Equities, Trading, Asset Management, Fixed Income, Investments, Bonds, Securities, Leveraged Finance, Bloomberg, Investment Banking, Derivatives, Hedge Funds
Education
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 1999 — 2003
2:1 BA (Hons), Economics, Finance, Business Administration, GPA 3.5
University of Portsmouth 1999 — 2003
2:1 BA (Hons), European Business and French
Prior Park College, Bath 1992 — 1999
Tejas Securities Group, Inc. October 2011 - May 2013
Elevation LLC June 2010 - October 2011
P. Schoenfeld Asset Management April 2008 - January 2009
Alpstar July 2007 - February 2008
Barclays Capital September 2003 - April 2007
Barclays Capital September 2003 - February 2004
Skills
Special Situations, Credit Analysis, High Yield, Event Driven, Equity Valuation, Value Investing, Relative Value, Equity Derivatives, Series 7, Series 63, Series 55, Capital Markets, Equities, Trading, Asset Management, Fixed Income, Investments, Bonds, Securities, Leveraged Finance, Bloomberg, Investment Banking, Derivatives, Hedge Funds
Education
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 1999 — 2003
2:1 BA (Hons), Economics, Finance, Business Administration, GPA 3.5
University of Portsmouth 1999 — 2003
2:1 BA (Hons), European Business and French
Prior Park College, Bath 1992 — 1999
Douglas Friedman Douglas Friedman's Tejas Securities Group, Inc. Experience January 2012 - October 2014
Job Reginonal Account Manager at Harbor Consulting & Management | IT Solutions | IT Outsourcing | Server Management
Industry Information Technology and Services
Experience
Harbor Consulting and Management October 2014 - Present
Tejas Securities Group, Inc. January 2012 - October 2014
Harbor Consulting and Management October 2007 - December 2011
Rescuecom of Staten Island September 2003 - December 2006
Barclays Capital July 1996 - May 2003
AIG February 1984 - July 1996
Skills
IT Strategy, Project Management, Vendor Management, Disaster Recovery, Data Center, IT Service Management, SDLC, IT Management, PMO, Service Delivery, Business Analysis, Cloud Computing, ITIL, Virtualization, System Deployment, Citrix, Microsoft Exchange, Windows Server, Management, Information Technology, Technical Support, Hardware, Servers, Managed Services, Outsourcing, Software Installation, Databases, Hyper-V, Active Directory, Switches, Integration, Leadership, Firewalls, Help Desk Support, Enterprise Software, IT Operations, Consulting, Sales
Education
City University of New York-College of Staten Island 1983 — 1984
Business
Harbor Consulting and Management October 2014 - Present
Tejas Securities Group, Inc. January 2012 - October 2014
Harbor Consulting and Management October 2007 - December 2011
Rescuecom of Staten Island September 2003 - December 2006
Barclays Capital July 1996 - May 2003
AIG February 1984 - July 1996
Skills
IT Strategy, Project Management, Vendor Management, Disaster Recovery, Data Center, IT Service Management, SDLC, IT Management, PMO, Service Delivery, Business Analysis, Cloud Computing, ITIL, Virtualization, System Deployment, Citrix, Microsoft Exchange, Windows Server, Management, Information Technology, Technical Support, Hardware, Servers, Managed Services, Outsourcing, Software Installation, Databases, Hyper-V, Active Directory, Switches, Integration, Leadership, Firewalls, Help Desk Support, Enterprise Software, IT Operations, Consulting, Sales
Education
City University of New York-College of Staten Island 1983 — 1984
Business
Parker Young Parker Young's Tejas Securities Group, Inc. Experience May 2012 - April 2013
Job Fixed Income Trader and Portfolio Manager at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group July 2013 - Present
Tejas Securities Group, Inc. May 2012 - April 2013
GMP Securities June 2009 - April 2012
Deutsche Bank June 2005 - March 2009
Skills
Leveraged Finance, Fixed Income, High Yield, Bonds, Credit, CDS, CLO, Credit Analysis, Investment Management, Distressed Debt, Loans, Equities, Alternative Investments, Institutional Sales, Hedge Funds, Mutual Funds, Trading, Financial Markets, Financial Modeling
Education
Southern Methodist University 2001 — 2005
Bachelor's degree, Economics, Political Science, Public Policy
Westwood Holdings Group July 2013 - Present
Tejas Securities Group, Inc. May 2012 - April 2013
GMP Securities June 2009 - April 2012
Deutsche Bank June 2005 - March 2009
Skills
Leveraged Finance, Fixed Income, High Yield, Bonds, Credit, CDS, CLO, Credit Analysis, Investment Management, Distressed Debt, Loans, Equities, Alternative Investments, Institutional Sales, Hedge Funds, Mutual Funds, Trading, Financial Markets, Financial Modeling
Education
Southern Methodist University 2001 — 2005
Bachelor's degree, Economics, Political Science, Public Policy
Morris Weiss's Tejas Securities Group, Inc. Experience February 2002 - October 2008
Job Member of the Board at Talon International, Inc.
Industry Financial Services
Experience
Hohmann, Taube & Summers, LLP September 2010 - Present
Talon International, Inc. May 2012 - Present
IP Navigation Group, LLC April 2010 - August 2010
MDB Capital Group May 2009 - April 2010
Atlas Mining Company November 2008 - April 2009
Tejas Securities Group, Inc. February 2002 - October 2008
National Bancshares Corporation of Texas April 1997 - December 2001
Weil Gotshal and Manges January 1994 - April 1997
Education
South Texas College of Law 1982 — 1985
JD, Law
Babson College 1977 — 1981
BS, Finance
Hohmann, Taube & Summers, LLP September 2010 - Present
Talon International, Inc. May 2012 - Present
IP Navigation Group, LLC April 2010 - August 2010
MDB Capital Group May 2009 - April 2010
Atlas Mining Company November 2008 - April 2009
Tejas Securities Group, Inc. February 2002 - October 2008
National Bancshares Corporation of Texas April 1997 - December 2001
Weil Gotshal and Manges January 1994 - April 1997
Education
South Texas College of Law 1982 — 1985
JD, Law
Babson College 1977 — 1981
BS, Finance
Sabrina Jones Sabrina Jones's Tejas Securities Group, Inc. Experience April 2011 - January 2012
Job Web Developer at Tejas Securities Group, Inc.
Industry Computer Software
Experience
CourseTrends, Inc. February 2012 - December 2012
Tejas Securities Group, Inc. April 2011 - January 2012
Tejas Securities April 2011 - January 2012
CXO Strategies, LLC September 2010 - April 2011
Skills
Flash, Web Design, Dreamweaver, HTML, CSS, Photoshop, Illustrator, XHTML, Graphic Design, Fireworks, Wordpress, Web Development, User Interface Design, XML, User Experience, JavaScript, Adobe Creative Suite, ActionScript, HTML + CSS, CMS, Front-end Development, Mac, After Effects, Logo Design, Microsoft Office, Layout, Adobe Fireworks, Interaction Design, Flash Animation, WordPress
Education
Art Institute of Austin 2008 — 2009
WDIM, Web Design and Interactive Media
Austin College 2001 — 2006
Bachelor of Arts (B.A.), Computer Science
CourseTrends, Inc. February 2012 - December 2012
Tejas Securities Group, Inc. April 2011 - January 2012
Tejas Securities April 2011 - January 2012
CXO Strategies, LLC September 2010 - April 2011
Skills
Flash, Web Design, Dreamweaver, HTML, CSS, Photoshop, Illustrator, XHTML, Graphic Design, Fireworks, Wordpress, Web Development, User Interface Design, XML, User Experience, JavaScript, Adobe Creative Suite, ActionScript, HTML + CSS, CMS, Front-end Development, Mac, After Effects, Logo Design, Microsoft Office, Layout, Adobe Fireworks, Interaction Design, Flash Animation, WordPress
Education
Art Institute of Austin 2008 — 2009
WDIM, Web Design and Interactive Media
Austin College 2001 — 2006
Bachelor of Arts (B.A.), Computer Science
Vasileios Sfyris's Tejas Securities Group, Inc. Experience August 1999 - September 2001
Job Municipal Bond Trading at First Southern Securities
Industry Capital Markets
Experience
First Southern Securities September 2010 - Present
Phorcys Capital Partners, LLC May 2009 - Present
Bergen Capital, a division of Scott & Stringfellow, a BB&T Corporation Affiliate October 2002 - May 2009
Tejas Securities Group, Inc. August 1999 - September 2001
Education
University of Georgia - Terry College of Business 1996 — 1999
BBA, Finance & Marketing
First Southern Securities September 2010 - Present
Phorcys Capital Partners, LLC May 2009 - Present
Bergen Capital, a division of Scott & Stringfellow, a BB&T Corporation Affiliate October 2002 - May 2009
Tejas Securities Group, Inc. August 1999 - September 2001
Education
University of Georgia - Terry College of Business 1996 — 1999
BBA, Finance & Marketing
Mindy Minto's Tejas Securities Group, Inc. Experience December 1999 - June 2000
Job Finance Consultant Global Pricing at Dell
Industry Information Technology and Services
Experience
Dell September 2010 - Present
Dell January 2011 - March 2012
3M January 2010 - September 2010
3M April 2007 - January 2010
Dell Financial Services January 2006 - April 2007
Dell Financial Services August 2004 - January 2006
Dell Financial Services September 2002 - August 2004
Broadwing Communications June 2000 - September 2002
Tejas Securities Group, Inc. December 1999 - June 2000
Skills
Financial Analysis, Forecasting, Finance, Microsoft Excel, Business Process..., Process Improvement, Financial Modeling, Business Development, Business Analysis, Cross-functional Team..., Analysis, Management, Leadership, Pricing Strategy, Product Management, Strategy
Education
Texas Christian University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Dell September 2010 - Present
Dell January 2011 - March 2012
3M January 2010 - September 2010
3M April 2007 - January 2010
Dell Financial Services January 2006 - April 2007
Dell Financial Services August 2004 - January 2006
Dell Financial Services September 2002 - August 2004
Broadwing Communications June 2000 - September 2002
Tejas Securities Group, Inc. December 1999 - June 2000
Skills
Financial Analysis, Forecasting, Finance, Microsoft Excel, Business Process..., Process Improvement, Financial Modeling, Business Development, Business Analysis, Cross-functional Team..., Analysis, Management, Leadership, Pricing Strategy, Product Management, Strategy
Education
Texas Christian University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Mike Rodeno Mike Rodeno's Tejas Securities Group, Inc. Experience 2011 - 2011
Job Managing Director at eSentire Inc.
Industry Computer & Network Security
Experience
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
eSentire Inc. May 2015 - Present
Odeon Capital Group LLC September 2013 - March 2015
B. Riley & Co. August 2012 - May 2013
Tejas Securities Group, Inc. 2011 - 2011
BTIG 2009 - 2011
Imperial Capital 2006 - 2009
JNK Securities 2002 - 2006
ABN AMRO Bank N.V. 1998 - 2002
Lehman Brothers 1995 - 1998
Tucker Anthony 1992 - 1995
Skills
Series 7, Series 63, Hedge Funds, Equities, Securities, Fixed Income, Equity Trading, Electronic Trading, Alternative Investments, Trading, Investments, Options, Capital Markets, Asset Managment, ETFs, Private Placements, Asset Management, Emerging Markets, FINRA, Investment Banking, Series 24, Structured Products
Education
Bowling Green State University 1985 — 1989
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Arnold Reed Durant Arnold Reed Durant's Tejas Securities Group, Inc. Experience November 1998 - January 2007
Job
Industry Financial Services
Experience
. 1980 - Present
APS Investment Services, Inc. January 2010 - December 2010
Tejas Securities Group, Inc. November 1998 - January 2007
Financial Industry Regulatory Authority "FINRA" January 1996 - November 1998
Principal Financial Securities March 1988 - January 1996
Education
Texas Tech University
Bachelor of Arts (BA), Economics, Political Science
. 1980 - Present
APS Investment Services, Inc. January 2010 - December 2010
Tejas Securities Group, Inc. November 1998 - January 2007
Financial Industry Regulatory Authority "FINRA" January 1996 - November 1998
Principal Financial Securities March 1988 - January 1996
Education
Texas Tech University
Bachelor of Arts (BA), Economics, Political Science
Nathan Day Nathan Day's Tejas Securities Group, Inc. Experience 2007 - August 2009
Job CEO at Cypress Development Group
Industry Real Estate
Experience
Cypress Development Group October 2013 - Present
Sterling Collection Development Group 2009 - 2013
Tejas Securities Group, Inc. 2007 - August 2009
Skills
Real Estate, Construction, Budgets, Investment Properties, Asset Managment, Investments, Real Estate Transactions, Real Estate Development, Financial Modeling, Portfolio Management, Due Diligence, Contract Negotiation, Strategic Planning, Real Estate Economics, New Business Development, Sellers, Business Development, Sales, Entitlements, Property Management, Commercial Real Estate, Asset Management, Real Estate Financing, Residential Homes, Land Development
Education
Northern Arizona University 2002 — 2005
Bachelor's degree, Sociology/Political Science
Cypress Development Group October 2013 - Present
Sterling Collection Development Group 2009 - 2013
Tejas Securities Group, Inc. 2007 - August 2009
Skills
Real Estate, Construction, Budgets, Investment Properties, Asset Managment, Investments, Real Estate Transactions, Real Estate Development, Financial Modeling, Portfolio Management, Due Diligence, Contract Negotiation, Strategic Planning, Real Estate Economics, New Business Development, Sellers, Business Development, Sales, Entitlements, Property Management, Commercial Real Estate, Asset Management, Real Estate Financing, Residential Homes, Land Development
Education
Northern Arizona University 2002 — 2005
Bachelor's degree, Sociology/Political Science
Thomas Doan Thomas Doan's Tejas Securities Group, Inc. Experience September 2009 - December 2009
Job Financial Advisor at AXA Advisors
Industry Financial Services
Experience
AXA Advisors December 2009 - Present
Tejas Securities Group, Inc. September 2009 - December 2009
Texas Department of Family and Protective Services February 2009 - April 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
BBA, Finance
The University of Texas at Austin 2007 — 2008
Biology
AXA Advisors December 2009 - Present
Tejas Securities Group, Inc. September 2009 - December 2009
Texas Department of Family and Protective Services February 2009 - April 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
BBA, Finance
The University of Texas at Austin 2007 — 2008
Biology
Brandy Samaniego Brandy Samaniego's Tejas Securities Group, Inc. Experience December 1996 - July 2014
Job Clearview Trading Advisors
Industry Financial Services
Experience
Clearview Trading Advisors July 2014 - Present
Tejas Securities Group, Inc. December 1996 - July 2014
Skills
Series 7, Fixed Income, Trading, Investments, Equities, Structured Products, Securities, Equity Trading, Bonds, Bloomberg
Education
The University of Texas at Austin
Bachelor of Science, Applied Learning and Development
Clearview Trading Advisors July 2014 - Present
Tejas Securities Group, Inc. December 1996 - July 2014
Skills
Series 7, Fixed Income, Trading, Investments, Equities, Structured Products, Securities, Equity Trading, Bonds, Bloomberg
Education
The University of Texas at Austin
Bachelor of Science, Applied Learning and Development
Christopher Greenwell's Tejas Securities Group, Inc. Experience 2002 - 2006
Job Partner / Director of Institutional Equity Derivative Sales
Industry Financial Services
Experience
Cantor Fitzgerald December 2012 - Present
TigerText November 2011 - December 2012
Wunderlich Securities April 2011 - November 2011
BTIG, LLC June 2009 - April 2011
Imperial Capital 2006 - 2009
Tejas Securities Group, Inc. 2002 - 2006
Skills
Block Trading, Equity Trading, Equity Derivatives, Capital Markets, Distressed Debt, Investment Banking
Education
University of Missouri-Columbia 1987 — 1989
Clayton High School 1984 — 1987
Jackson Park
Jackson Park
Jackson Park
Jackson Park
Cantor Fitzgerald December 2012 - Present
TigerText November 2011 - December 2012
Wunderlich Securities April 2011 - November 2011
BTIG, LLC June 2009 - April 2011
Imperial Capital 2006 - 2009
Tejas Securities Group, Inc. 2002 - 2006
Skills
Block Trading, Equity Trading, Equity Derivatives, Capital Markets, Distressed Debt, Investment Banking
Education
University of Missouri-Columbia 1987 — 1989
Clayton High School 1984 — 1987
Jackson Park
Jackson Park
Jackson Park
Jackson Park
Alexander Taube Alexander Taube's Tejas Securities Group, Inc. Experience May 2008 - July 2010
Job IT Project Manager at Bell Helicopter
Industry Information Technology and Services
Experience
Bell Helicopter July 2014 - Present
Textron July 2012 - July 2014
Alcon Laboratories, Inc. January 2011 - December 2011
Tejas Securities Group, Inc. May 2008 - July 2010
Hohmann, Taube and Summers, LLP May 2007 - August 2009
Skills
SQL, Problem Solving, IT Management, IT Strategy, Digital Marketing, SAP, ITIL v3 Foundations..., Microsoft Word, PowerPoint, Microsoft Excel, Visio, Microsoft Office, Leadership, Social Media, Facebook, Databases, Outlook, Teamwork, Salesforce.com, Data Analysis, Team Leadership, SharePoint, Customer Service, Analysis, Financial Analysis, Social Networking, Management, Process Improvement, Software Documentation, Business Analysis, MS Project, OS X, Recruiting, Spanish, Project Management, Market Research, Hunting, Bowhunting, Water Survival, Survival Skills, Gunsmithing, Guns
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (B.B.A.), BIS and Marketing
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Business Information Systems and Marketing
Bell Helicopter July 2014 - Present
Textron July 2012 - July 2014
Alcon Laboratories, Inc. January 2011 - December 2011
Tejas Securities Group, Inc. May 2008 - July 2010
Hohmann, Taube and Summers, LLP May 2007 - August 2009
Skills
SQL, Problem Solving, IT Management, IT Strategy, Digital Marketing, SAP, ITIL v3 Foundations..., Microsoft Word, PowerPoint, Microsoft Excel, Visio, Microsoft Office, Leadership, Social Media, Facebook, Databases, Outlook, Teamwork, Salesforce.com, Data Analysis, Team Leadership, SharePoint, Customer Service, Analysis, Financial Analysis, Social Networking, Management, Process Improvement, Software Documentation, Business Analysis, MS Project, OS X, Recruiting, Spanish, Project Management, Market Research, Hunting, Bowhunting, Water Survival, Survival Skills, Gunsmithing, Guns
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (B.B.A.), BIS and Marketing
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Business Information Systems and Marketing
TJ Schultz TJ Schultz's Tejas Securities Group, Inc. Experience February 2005 - June 2008
Job RBC Capital
Industry Financial Services
Experience
RBC Capital Markets June 2008 - Present
Tejas Securities Group, Inc. February 2005 - June 2008
Alvarez and Marsal June 2000 - July 2003
PwC July 1998 - June 2000
Education
Southern Methodist University
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
RBC Capital Markets June 2008 - Present
Tejas Securities Group, Inc. February 2005 - June 2008
Alvarez and Marsal June 2000 - July 2003
PwC July 1998 - June 2000
Education
Southern Methodist University
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
Batbileg Munkhtur's Tejas Securities Group, Inc. Experience July 2011 - December 2011
Job Medium & Longterm Planning Analyst, Integrated Planning & Operations Projects, OT LLC
Industry Mining & Metals
Experience
Rio Tinto - Oyu Tolgoi November 2013 - Present
Rio Tinto - Kennecott Utah Copper January 2012 - December 2013
Tejas Securities Group, Inc. July 2011 - December 2011
Frontier Securities August 2007 - March 2008
Mongolian University of Science and Technology March 2007 - August 2007
Skills
Financial Modeling, Business Development, Emerging Markets, Valuation, Investments, Corporate Finance, Mergers & Acquisitions, Investment Banking, Business Strategy, Financial Analysis, Strategy, Private Equity, Entrepreneurship, Management Consulting, Strategic Planning, Risk Management, Start-ups, Due Diligence, SAP BW, MS Excel Pivot Tables, Project Management, Capital Budgeting, Capital Raising, Capital Projects, Working Capital..., Operations Management, Mining, Value Engineering, Value Chain Analysis, Value Stream Mapping
Education
La Salle University 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Goldey Beacom College 2003 — 2007
Bachelor's Degree, Business Administration and Management, General
Rio Tinto - Oyu Tolgoi November 2013 - Present
Rio Tinto - Kennecott Utah Copper January 2012 - December 2013
Tejas Securities Group, Inc. July 2011 - December 2011
Frontier Securities August 2007 - March 2008
Mongolian University of Science and Technology March 2007 - August 2007
Skills
Financial Modeling, Business Development, Emerging Markets, Valuation, Investments, Corporate Finance, Mergers & Acquisitions, Investment Banking, Business Strategy, Financial Analysis, Strategy, Private Equity, Entrepreneurship, Management Consulting, Strategic Planning, Risk Management, Start-ups, Due Diligence, SAP BW, MS Excel Pivot Tables, Project Management, Capital Budgeting, Capital Raising, Capital Projects, Working Capital..., Operations Management, Mining, Value Engineering, Value Chain Analysis, Value Stream Mapping
Education
La Salle University 2009 — 2011
Master of Business Administration (M.B.A.), Finance
Goldey Beacom College 2003 — 2007
Bachelor's Degree, Business Administration and Management, General
SJ Kelly SJ Kelly's Tejas Securities Group, Inc. Experience February 2010 - August 2010
Job Senior NA Channel Manager (Technical and Business Development)
Industry Computer Software
Experience
HomeAway.com April 2015 - Present
HomeAway.com October 2013 - April 2015
HomeAway.com May 2013 - October 2013
Pervasive Software October 2011 - May 2013
Tejas Securities Group, Inc. February 2010 - August 2010
IBM Tivoli Software June 2009 - December 2009
Verilab June 2006 - June 2009
University of Texas at Austin 2008 - 2009
Skills
Java, XML, Microsoft SQL Server, Data Integration, Salesforce.com, Pervasive Data..., Python, HTML, Perl, SAP, Subversion, EDI, PSA Projector, Microsoft Office, HIPAA, Master Data Management, Realtor
Education
The University of Texas at Austin 2005 — 2009
B.S., Computer Science
Lake Travis High School 2004 — 2005
Craigholme School
St Ninians High School
HomeAway.com April 2015 - Present
HomeAway.com October 2013 - April 2015
HomeAway.com May 2013 - October 2013
Pervasive Software October 2011 - May 2013
Tejas Securities Group, Inc. February 2010 - August 2010
IBM Tivoli Software June 2009 - December 2009
Verilab June 2006 - June 2009
University of Texas at Austin 2008 - 2009
Skills
Java, XML, Microsoft SQL Server, Data Integration, Salesforce.com, Pervasive Data..., Python, HTML, Perl, SAP, Subversion, EDI, PSA Projector, Microsoft Office, HIPAA, Master Data Management, Realtor
Education
The University of Texas at Austin 2005 — 2009
B.S., Computer Science
Lake Travis High School 2004 — 2005
Craigholme School
St Ninians High School
Jennifer McCall's Tejas Securities Group, Inc. Experience January 2011 - December 2013
Job Editor at Resignation Media
Industry
Experience
Resignation Media December 2013 - Present
Tejas Securities Group, Inc. January 2011 - December 2013
Concentra October 2010 - June 2011
Austin Fit Magazine June 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Client Development, Maintaining Strong..., Salesforce.com, Citrix Metaframe, Series 7, Advertising, Organizational..., Communication Skills, Manage Client..., Public Speaking, Social Media, Facebook, Microsoft Word
Education
University of Colorado at Boulder 2004 — 2008
Bachelor's degree, Communications
St. Edward's University
Resignation Media December 2013 - Present
Tejas Securities Group, Inc. January 2011 - December 2013
Concentra October 2010 - June 2011
Austin Fit Magazine June 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Client Development, Maintaining Strong..., Salesforce.com, Citrix Metaframe, Series 7, Advertising, Organizational..., Communication Skills, Manage Client..., Public Speaking, Social Media, Facebook, Microsoft Word
Education
University of Colorado at Boulder 2004 — 2008
Bachelor's degree, Communications
St. Edward's University
Scott Moxham, CFA, CPA Scott Moxham, CFA, CPA's Tejas Securities Group, Inc. Experience 2005 - 2007
Job Chief Financial Officer at Capella Capital Partners
Industry Real Estate
Experience
Capella Capital Partners March 2015 - Present
Petros Partners March 2015 - Present
Petros Partners 2010 - 2015
APS Financial 2007 - 2009
Tejas Securities Group, Inc. 2005 - 2007
PricewaterhouseCoopers 2004 - 2005
Jefferies 2002 - 2002
KPMG & Guinn, Smith & Co. 1997 - 2001
Skills
Structured Finance, Financial Statement..., Financial Modeling, research, Tax Credits, Investments, Due Diligence, Excel Models, Private Equity, Valuation, New Markets Tax Credits, Fixed Income, High Yield Bonds, Distressed Debt, M&A analysis, Accounting, US GAAP
Education
The University of Texas at Austin 2001 — 2003
MBA, Finance
Texas Christian University 1992 — 1997
BBA, Accounting
Capella Capital Partners March 2015 - Present
Petros Partners March 2015 - Present
Petros Partners 2010 - 2015
APS Financial 2007 - 2009
Tejas Securities Group, Inc. 2005 - 2007
PricewaterhouseCoopers 2004 - 2005
Jefferies 2002 - 2002
KPMG & Guinn, Smith & Co. 1997 - 2001
Skills
Structured Finance, Financial Statement..., Financial Modeling, research, Tax Credits, Investments, Due Diligence, Excel Models, Private Equity, Valuation, New Markets Tax Credits, Fixed Income, High Yield Bonds, Distressed Debt, M&A analysis, Accounting, US GAAP
Education
The University of Texas at Austin 2001 — 2003
MBA, Finance
Texas Christian University 1992 — 1997
BBA, Accounting
JR Jackson JR Jackson's Tejas Securities Group, Inc. Experience May 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
Southern Tide January 2013 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
CBS Corporation September 2012 - December 2012
Tejas Securities Group, Inc. May 2012 - August 2012
Camp Longhorn - Indian Springs June 2010 - June 2012
Skills
Economics, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Entrepreneurship, Budgets, Finance, Social Media Marketing, Creative Solutions, Digital Marketing, Social Media
Education
Vanderbilt University 2011 — 2015
Economics Major; Corporate Strategy and Film Studies Minor
London School of Economics and Political Science 2013 — 2013
Westlake High School 2007 — 2011
J.P. Morgan Asset Management July 2015 - Present
Southern Tide January 2013 - May 2015
J.P. Morgan Asset Management June 2014 - August 2014
CBS Corporation September 2012 - December 2012
Tejas Securities Group, Inc. May 2012 - August 2012
Camp Longhorn - Indian Springs June 2010 - June 2012
Skills
Economics, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Publisher, Photoshop, Entrepreneurship, Budgets, Finance, Social Media Marketing, Creative Solutions, Digital Marketing, Social Media
Education
Vanderbilt University 2011 — 2015
Economics Major; Corporate Strategy and Film Studies Minor
London School of Economics and Political Science 2013 — 2013
Westlake High School 2007 — 2011
Jonathan Romero, Jr. Jonathan Romero, Jr.'s Tejas Securities Group, Inc. Experience November 2011 - April 2012
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
JERO Capital Management, LLC November 2012 - October 2014
JERO Capital Partners, LLC December 2009 - September 2014
Tejas Securities Group, Inc. November 2011 - April 2012
Legend Securities Inc. May 2011 - November 2011
Barclays Capital September 1997 - December 2009
JP Morgan September 1997 - March 2009
Bear Stearns September 1997 - June 2008
Bear Hunter Stuctured Products, LLC September 1997 - January 2008
Bear Wagner Specialists, LLC September 1997 - June 2001
Education
Kimball Union Academy
Ohio Wesleyan University
The Buckley School
Northwestern Mutual November 2014 - Present
JERO Capital Management, LLC November 2012 - October 2014
JERO Capital Partners, LLC December 2009 - September 2014
Tejas Securities Group, Inc. November 2011 - April 2012
Legend Securities Inc. May 2011 - November 2011
Barclays Capital September 1997 - December 2009
JP Morgan September 1997 - March 2009
Bear Stearns September 1997 - June 2008
Bear Hunter Stuctured Products, LLC September 1997 - January 2008
Bear Wagner Specialists, LLC September 1997 - June 2001
Education
Kimball Union Academy
Ohio Wesleyan University
The Buckley School
Brian Gilmore's Tejas Securities Group, Inc. Experience 2003 - 2008
Job Partner and Managing Director
Industry Financial Services
Experience
Westlake Securities September 2008 - Present
Tejas Securities Group, Inc. 2003 - 2008
Avocet Capital Management June 2001 - 2003
H.C. Wainwright 1999 - 2001
Skills
Series 63, Equities, FINRA, Trading, Financial Analysis, Equity Trading, Hedge Funds, Equity Research, Investments, Investment Strategies, Asset Managment
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (BA), Economics
Westlake Securities September 2008 - Present
Tejas Securities Group, Inc. 2003 - 2008
Avocet Capital Management June 2001 - 2003
H.C. Wainwright 1999 - 2001
Skills
Series 63, Equities, FINRA, Trading, Financial Analysis, Equity Trading, Hedge Funds, Equity Research, Investments, Investment Strategies, Asset Managment
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (BA), Economics
Jason Alper Jason Alper's Tejas Securities Group, Inc. Experience January 2012 - July 2013
Job Senior Analyst at CV Advisors LLC
Industry Financial Services
Experience
CV Advisors LLC August 2013 - Present
Tejas Securities Group, Inc. January 2012 - July 2013
BTIG, LLC August 2009 - October 2011
Skills
Equities, Bloomberg, Leveraged Finance, Analysis, Teaching, Strategic Planning, Microsoft Excel, PowerPoint, HTML, Microsoft Word, Microsoft Office, Customer Service, Outlook, Project Management, Research, Budgets, Photoshop, Social Media, Public Speaking, Business Strategy, Marketing, Management
Education
New York University School of Law 1997 — 2000
Doctor of Law (JD)
Duke University 1992 — 1996
Bachelor of Science (BS), Psychology
Miami Sunset
CV Advisors LLC August 2013 - Present
Tejas Securities Group, Inc. January 2012 - July 2013
BTIG, LLC August 2009 - October 2011
Skills
Equities, Bloomberg, Leveraged Finance, Analysis, Teaching, Strategic Planning, Microsoft Excel, PowerPoint, HTML, Microsoft Word, Microsoft Office, Customer Service, Outlook, Project Management, Research, Budgets, Photoshop, Social Media, Public Speaking, Business Strategy, Marketing, Management
Education
New York University School of Law 1997 — 2000
Doctor of Law (JD)
Duke University 1992 — 1996
Bachelor of Science (BS), Psychology
Miami Sunset
Amanda Melendrez Amanda Melendrez's Tejas Securities Group, Inc. Experience 2004 - 2007
Job Marketing Services Manager at MindEcology
Industry Marketing and Advertising
Experience
MindEcology February 2015 - Present
American Marketing Association July 2014 - Present
The Zella Company February 2013 - February 2015
American Marketing Association March 2013 - July 2014
Automated Healthcare Solutions January 2011 - October 2012
Bristol Development Group April 2009 - December 2010
Solve LLC August 2007 - January 2008
Tejas Securities Group, Inc. 2004 - 2007
Skills
New Business Development, Account Management, Marketing, Social Media, Salesforce.com, Investor Relations, Consumer Relations, Retention Management, Strategic Planning, Target Segmentation, Conflict Resolution, Operating Budgets, Coordinating Events, Travel Planning, Healthcare, Project Management
Education
Middle Tennessee State University
Public Relations & Marketing
MindEcology February 2015 - Present
American Marketing Association July 2014 - Present
The Zella Company February 2013 - February 2015
American Marketing Association March 2013 - July 2014
Automated Healthcare Solutions January 2011 - October 2012
Bristol Development Group April 2009 - December 2010
Solve LLC August 2007 - January 2008
Tejas Securities Group, Inc. 2004 - 2007
Skills
New Business Development, Account Management, Marketing, Social Media, Salesforce.com, Investor Relations, Consumer Relations, Retention Management, Strategic Planning, Target Segmentation, Conflict Resolution, Operating Budgets, Coordinating Events, Travel Planning, Healthcare, Project Management
Education
Middle Tennessee State University
Public Relations & Marketing
Kenneth L Ward ChFC,CLU,CRPC Kenneth L Ward ChFC,CLU,CRPC's Tejas Securities Group, Inc. Experience 1998 - 2001
Job Senior Regional Vice President at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management November 2012 - Present
Gabelli and Company 2009 - November 2012
OppenheimerFunds 2002 - 2008
Tejas Securities Group, Inc. 1998 - 2001
Lord Abbett 1984 - 1998
Skills
Series 7, Separately Managed..., Mutual Funds, Hedge Funds, 529 Plans, Retirement Planning, ETFs, Investments, Banking, Alternative Investments, Bonds, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Asset Allocation, Fixed Income, Series 63, Closed-end Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1992
Finance
Penn State University
MBA, Finance
Rutgers University-New Brunswick
BA, Economics
Deutsche Asset Management November 2012 - Present
Gabelli and Company 2009 - November 2012
OppenheimerFunds 2002 - 2008
Tejas Securities Group, Inc. 1998 - 2001
Lord Abbett 1984 - 1998
Skills
Series 7, Separately Managed..., Mutual Funds, Hedge Funds, 529 Plans, Retirement Planning, ETFs, Investments, Banking, Alternative Investments, Bonds, Financial Services, Financial Advisory, Investment Strategies, Wealth Management, Asset Allocation, Fixed Income, Series 63, Closed-end Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1992
Finance
Penn State University
MBA, Finance
Rutgers University-New Brunswick
BA, Economics
Joey Hain's Tejas Securities Group, Inc. Experience November 2010 - May 2012
Job
Industry Financial Services
Experience
Aegis Capital April 2013 - Present
Intrinsic Value Capital LP May 2005 - Present
StockIM February 2004 - Present
WestPark Capital, Inc. June 2012 - April 2013
Tejas Securities Group, Inc. November 2010 - May 2012
Wynston Hill Capital, LLC 2008 - 2010
Robotti & Co. 2005 - 2008
Skills
Investments, Investment Banking, Equities, Capital, Private Equity, Hedge Funds, Capital Markets, Portfolio Management, Venture Capital, Asset Management, Valuation, Financial Modeling, Due Diligence, Securities, Equity Research, Alternative Investments, Asset Allocation, Asset Managment, Financial Markets, Financial Structuring, Bloomberg, Funding, Investment Advisory, Investment Management, Investor Relations, Finance, Options, Mergers, Private Placements, Project Finance, Restructuring, Series 63, Series 7, Start-ups, Structured Finance, Wealth Management, Trading, Emerging Markets, Bonds, Commodity, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Corporate Finance, Mergers & Acquisitions
Education
University at Albany, SUNY 1993 — 1998
bs, biology
haftr
haftr
Aegis Capital April 2013 - Present
Intrinsic Value Capital LP May 2005 - Present
StockIM February 2004 - Present
WestPark Capital, Inc. June 2012 - April 2013
Tejas Securities Group, Inc. November 2010 - May 2012
Wynston Hill Capital, LLC 2008 - 2010
Robotti & Co. 2005 - 2008
Skills
Investments, Investment Banking, Equities, Capital, Private Equity, Hedge Funds, Capital Markets, Portfolio Management, Venture Capital, Asset Management, Valuation, Financial Modeling, Due Diligence, Securities, Equity Research, Alternative Investments, Asset Allocation, Asset Managment, Financial Markets, Financial Structuring, Bloomberg, Funding, Investment Advisory, Investment Management, Investor Relations, Finance, Options, Mergers, Private Placements, Project Finance, Restructuring, Series 63, Series 7, Start-ups, Structured Finance, Wealth Management, Trading, Emerging Markets, Bonds, Commodity, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Corporate Finance, Mergers & Acquisitions
Education
University at Albany, SUNY 1993 — 1998
bs, biology
haftr
haftr
Barry Grama's Tejas Securities Group, Inc. Experience February 2012 - August 2012
Job VP of Acquisitions at Asher Financial
Industry Financial Services
Experience
Asher Financial December 2012 - Present
Ecorithm, Inc. June 2009 - Present
Simplified Financial Information July 2013 - August 2014
Tejas Securities Group, Inc. February 2012 - August 2012
Legend Securities Inc. August 2010 - February 2012
Seven Points Capital April 2010 - September 2010
Livingston Securities October 2008 - April 2010
Hold Brothers 2007 - 2008
Remsenberg Capital 2005 - 2006
Puglisi & Company 1998 - 2004
Skills
Series 7, Investment Banking, Investments, Asset Management, Mergers, Series 24, Business Strategy, New Business Development, Finance, Equities, Business Development, Trading, Fixed Income, Hedge Funds, Capital Markets
Education
City University of New York-Baruch College 1983 — 1987
Bachelor of Business Administration, Business Management
Northeastern University 1981 — 1983
# 6 school :)
Asher Financial December 2012 - Present
Ecorithm, Inc. June 2009 - Present
Simplified Financial Information July 2013 - August 2014
Tejas Securities Group, Inc. February 2012 - August 2012
Legend Securities Inc. August 2010 - February 2012
Seven Points Capital April 2010 - September 2010
Livingston Securities October 2008 - April 2010
Hold Brothers 2007 - 2008
Remsenberg Capital 2005 - 2006
Puglisi & Company 1998 - 2004
Skills
Series 7, Investment Banking, Investments, Asset Management, Mergers, Series 24, Business Strategy, New Business Development, Finance, Equities, Business Development, Trading, Fixed Income, Hedge Funds, Capital Markets
Education
City University of New York-Baruch College 1983 — 1987
Bachelor of Business Administration, Business Management
Northeastern University 1981 — 1983
# 6 school :)
Kurt Morales's Tejas Securities Group, Inc. Experience 1999 - 2001
Job CPA
Industry Financial Services
Experience
Self Employed 2013 - Present
AF Holdings, Inc. and AFAM Capital, Inc. 2010 - 2013
Tejas, Inc. and Tejas Securities Group, Inc. 2006 - 2009
NFP Securities, Inc. 2001 - 2005
Tejas Securities Group, Inc. 1999 - 2001
The Anderson Group 1998 - 1999
KPMG US 1996 - 1998
U.S. Army 1982 - 1989
Skills
Securities, FINRA, Risk Management, Asset Managment, Financial Analysis, Investments, Auditing, Executive Management, Human Resources, Management Of Direct..., Consulting, Portfolio Management, Equities, Asset Management, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Finance, Bloomberg, Hedge Funds
Education
The University of Texas at Austin 1992 — 1996
Master in Professional Accounting (MPA), Accounting and Business/Management
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Business/Management
Self Employed 2013 - Present
AF Holdings, Inc. and AFAM Capital, Inc. 2010 - 2013
Tejas, Inc. and Tejas Securities Group, Inc. 2006 - 2009
NFP Securities, Inc. 2001 - 2005
Tejas Securities Group, Inc. 1999 - 2001
The Anderson Group 1998 - 1999
KPMG US 1996 - 1998
U.S. Army 1982 - 1989
Skills
Securities, FINRA, Risk Management, Asset Managment, Financial Analysis, Investments, Auditing, Executive Management, Human Resources, Management Of Direct..., Consulting, Portfolio Management, Equities, Asset Management, Mutual Funds, Strategic Financial..., Alternative Investments, Financial Services, Finance, Bloomberg, Hedge Funds
Education
The University of Texas at Austin 1992 — 1996
Master in Professional Accounting (MPA), Accounting and Business/Management
The University of Texas at Austin 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Business/Management
Peter Reneo's Tejas Securities Group, Inc. Experience April 2012 - September 2014
Job Compliance Officer at Halen Capital Management Inc.
Industry Financial Services
Experience
Halen Capital Management Inc. April 2015 - Present
Newport Coast Securities January 2015 - Present
Tejas Securities Group, Inc. April 2012 - September 2014
Maxim Group LLC April 2011 - January 2012
Jesup & Lamont Inc. January 2009 - June 2010
Bear Stearns November 1998 - June 2009
Strike Technologies ECN, LLC November 1998 - April 2000
Nasdaq Stock Market March 1987 - November 1998
Skills
Equity Trading, Equities, Capital Markets, Trading, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Securities, Equity Research, Investment Banking, Bloomberg, Financial Markets, Options, Alternative Investments, Fixed Income, Investments, Structured Products, Prime Brokerage, FINRA, Asset Management, Program Trading, Series 24, Derivatives, Market Making, Series 63, ETFs, Equity Derivatives, Bonds
Education
DeVry University 1980 — 1982
Associates, Electronic Technology
Halen Capital Management Inc. April 2015 - Present
Newport Coast Securities January 2015 - Present
Tejas Securities Group, Inc. April 2012 - September 2014
Maxim Group LLC April 2011 - January 2012
Jesup & Lamont Inc. January 2009 - June 2010
Bear Stearns November 1998 - June 2009
Strike Technologies ECN, LLC November 1998 - April 2000
Nasdaq Stock Market March 1987 - November 1998
Skills
Equity Trading, Equities, Capital Markets, Trading, Electronic Trading, Series 7, Trading Systems, Hedge Funds, Securities, Equity Research, Investment Banking, Bloomberg, Financial Markets, Options, Alternative Investments, Fixed Income, Investments, Structured Products, Prime Brokerage, FINRA, Asset Management, Program Trading, Series 24, Derivatives, Market Making, Series 63, ETFs, Equity Derivatives, Bonds
Education
DeVry University 1980 — 1982
Associates, Electronic Technology
Catherine Sansbury's Tejas Securities Group, Inc. Experience August 2005 - April 2007
Job
Industry Law Practice
Experience
Jones Villalta Asset Management, LLC January 2011 - August 2012
Tejas Securities Group, Inc. August 2005 - April 2007
The Chase Manhattan Bank February 1994 - August 1999
Education
The University of Connecticut School of Law 1990 — 1993
J.D.
Georgetown University 1985 — 1989
BS
Jones Villalta Asset Management, LLC January 2011 - August 2012
Tejas Securities Group, Inc. August 2005 - April 2007
The Chase Manhattan Bank February 1994 - August 1999
Education
The University of Connecticut School of Law 1990 — 1993
J.D.
Georgetown University 1985 — 1989
BS
Thomas Koch's Tejas Securities Group, Inc. Experience July 2009 - May 2012
Job Managing Member at Trancoso Capital Management LLC
Industry Investment Management
Experience
Trancoso Capital Management LLC November 2013 - Present
Tejas Securities Group, Inc. July 2009 - May 2012
Turnaround Capital Management August 2001 - March 2009
US Bancorp/Libra Investments June 1991 - March 2001
Columbia Savings & Loan April 1987 - June 1991
Skills
Hedge Funds, Portfolio Management, Investments, High Yield, Equities
Education
University of California, San Diego 1982 — 1986
B.A., Economics
Escola Americana, Rio, Brazil
Trancoso Capital Management LLC November 2013 - Present
Tejas Securities Group, Inc. July 2009 - May 2012
Turnaround Capital Management August 2001 - March 2009
US Bancorp/Libra Investments June 1991 - March 2001
Columbia Savings & Loan April 1987 - June 1991
Skills
Hedge Funds, Portfolio Management, Investments, High Yield, Equities
Education
University of California, San Diego 1982 — 1986
B.A., Economics
Escola Americana, Rio, Brazil
Samir Shah's Tejas Securities Group, Inc. Experience June 2011 - June 2012
Job Managing Member, Portfolio Manager at MBS Mantra, LLC
Industry Financial Services
Experience
MBS Mantra, LLC November 2014 - Present
First Liberties Financial August 2013 - Present
Gleacher &Co, June 2012 - April 2013
Tejas Securities Group, Inc. June 2011 - June 2012
MF Global October 2007 - November 2010
Cantor Fitzgerald February 2005 - October 2007
Amherst Securities Group October 1997 - February 2005
R.W. Pressprich July 1996 - October 1997
Myerberg & Co. May 1995 - July 1996
Nomura Securities May 1992 - October 1994
Skills
Fixed Income, Bloomberg, Trading, Equities, Portfolio Management, ABS, Credit Analysis, CMBS, Investments, Risk Management, Financial Modeling, Structured Products, Series 7, Capital Markets, Derivatives, Structured Finance, Hedge Funds, Residential Mortgages, Bonds, Asset Managment, Options, Securities, MBS, Finance, Investment Banking, Alternative Investments, Financial Markets, Series 63, Valuation, Asset Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BA, Economics
MBS Mantra, LLC November 2014 - Present
First Liberties Financial August 2013 - Present
Gleacher &Co, June 2012 - April 2013
Tejas Securities Group, Inc. June 2011 - June 2012
MF Global October 2007 - November 2010
Cantor Fitzgerald February 2005 - October 2007
Amherst Securities Group October 1997 - February 2005
R.W. Pressprich July 1996 - October 1997
Myerberg & Co. May 1995 - July 1996
Nomura Securities May 1992 - October 1994
Skills
Fixed Income, Bloomberg, Trading, Equities, Portfolio Management, ABS, Credit Analysis, CMBS, Investments, Risk Management, Financial Modeling, Structured Products, Series 7, Capital Markets, Derivatives, Structured Finance, Hedge Funds, Residential Mortgages, Bonds, Asset Managment, Options, Securities, MBS, Finance, Investment Banking, Alternative Investments, Financial Markets, Series 63, Valuation, Asset Management
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
BA, Economics
Greg Resnansky's Tejas Securities Group, Inc. Experience 2005 - 2007
Job Sales Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald 2007 - Present
Tejas Securities Group, Inc. 2005 - 2007
Jefferies & Company 1994 - 2005
Skills
Series 7, Equities, Equity Trading, Trading, Securities
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Arts (BA), Economics
L'Institut de Touraine
French Studies
Cantor Fitzgerald 2007 - Present
Tejas Securities Group, Inc. 2005 - 2007
Jefferies & Company 1994 - 2005
Skills
Series 7, Equities, Equity Trading, Trading, Securities
Education
The University of Texas at Austin 1987 — 1992
Bachelor of Arts (BA), Economics
L'Institut de Touraine
French Studies
Nita Kostroski Durant's Tejas Securities Group, Inc. Experience August 1999 - May 2003
Job Financial Services Professional
Industry Financial Services
Experience
Choice Asset Management December 2009 - May 2011
Austin Eco Network August 2008 - September 2009
AFS Brokerage, Inc. August 2006 - December 2007
Tejas Securities Group, Inc. August 1999 - May 2003
First USA May 1994 - May 1998
RepublicBank Discount Brokerage Services August 1984 - October 1989
Skills
Series 7, Series 63, Investment Banking, Investment Advisory, Securities, FINRA, Bloomberg, Finance, Equities, Bonds, Strategic Financial..., Investments, Fundraising, Management, Fixed Income, Financial Analysis, Trading
Education
Northern Arizona University
BS
University of Arizona
BS
Choice Asset Management December 2009 - May 2011
Austin Eco Network August 2008 - September 2009
AFS Brokerage, Inc. August 2006 - December 2007
Tejas Securities Group, Inc. August 1999 - May 2003
First USA May 1994 - May 1998
RepublicBank Discount Brokerage Services August 1984 - October 1989
Skills
Series 7, Series 63, Investment Banking, Investment Advisory, Securities, FINRA, Bloomberg, Finance, Equities, Bonds, Strategic Financial..., Investments, Fundraising, Management, Fixed Income, Financial Analysis, Trading
Education
Northern Arizona University
BS
University of Arizona
BS
Sudeep Walvekar, CFA's Tejas Securities Group, Inc. Experience July 2009 - July 2012
Job Vice President CMBS Sales & Trading
Industry Financial Services
Experience
Cross Point Capital October 2013 - Present
National Alliance Capital Markets July 2012 - October 2013
Tejas Securities Group, Inc. July 2009 - July 2012
Centrum Capital Limited June 2008 - August 2008
Skills
Microsoft Office, Bloomberg, CMBS, Bonds, ABS, Series 7, High Yield, Fixed Income, Trading, Financial Modeling, Structured Products, MBS, Series 63, Capital Markets
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration, Finance
ABA 2000 — 2002
Cross Point Capital October 2013 - Present
National Alliance Capital Markets July 2012 - October 2013
Tejas Securities Group, Inc. July 2009 - July 2012
Centrum Capital Limited June 2008 - August 2008
Skills
Microsoft Office, Bloomberg, CMBS, Bonds, ABS, Series 7, High Yield, Fixed Income, Trading, Financial Modeling, Structured Products, MBS, Series 63, Capital Markets
Education
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
Bachelor of Business Administration, Finance
ABA 2000 — 2002
Avery Martin's Tejas Securities Group, Inc. Experience March 2010 - May 2013
Job Senior Vice President at Clearview Trading Advisors
Industry Financial Services
Experience
Clearview Trading Advisors July 2014 - September 2015
Stephens Inc. May 2013 - May 2014
Tejas Securities Group, Inc. March 2010 - May 2013
RBC Capital Markets March 2003 - January 2010
Salomon Smith Barney (Citigroup Global Markets) March 2000 - March 2003
Skills
Structured Products, Fixed Income, Capital Markets, Structured Finance, Investments, Equities, Bloomberg, Hedge Funds
Education
Shippensburg University of Pennsylvania 1994 — 1998
B.S., Public Administration/Labor Relations
Clearview Trading Advisors July 2014 - September 2015
Stephens Inc. May 2013 - May 2014
Tejas Securities Group, Inc. March 2010 - May 2013
RBC Capital Markets March 2003 - January 2010
Salomon Smith Barney (Citigroup Global Markets) March 2000 - March 2003
Skills
Structured Products, Fixed Income, Capital Markets, Structured Finance, Investments, Equities, Bloomberg, Hedge Funds
Education
Shippensburg University of Pennsylvania 1994 — 1998
B.S., Public Administration/Labor Relations
Bernhard Deussner's Tejas Securities Group, Inc. Experience July 2009 - August 2011
Job International Strategy Manager at Indeed.com
Industry Internet
Experience
Indeed.com January 2015 - Present
Indeed.com March 2014 - January 2015
Indeed.com August 2013 - March 2014
Indeed.com August 2011 - August 2013
Tejas Securities Group, Inc. July 2009 - August 2011
Bank Gutmann June 2008 - August 2008
Lansky, Ganzger & Partner July 2007 - August 2007
Skills
Fixed Income, Investment Banking, Investments, Bonds, Global Business..., Valuation, Business Operations, German, Portfolio Management, Bloomberg, Asset Management, Corporate Development, Securities, Asset Allocation, Strategy, SEO, Start-ups, SEM, International Strategy, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BA, Finance (Minor: Accounting)
Indeed.com January 2015 - Present
Indeed.com March 2014 - January 2015
Indeed.com August 2013 - March 2014
Indeed.com August 2011 - August 2013
Tejas Securities Group, Inc. July 2009 - August 2011
Bank Gutmann June 2008 - August 2008
Lansky, Ganzger & Partner July 2007 - August 2007
Skills
Fixed Income, Investment Banking, Investments, Bonds, Global Business..., Valuation, Business Operations, German, Portfolio Management, Bloomberg, Asset Management, Corporate Development, Securities, Asset Allocation, Strategy, SEO, Start-ups, SEM, International Strategy, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BA, Finance (Minor: Accounting)
Erin Abney's Tejas Securities Group, Inc. Experience July 2011 - October 2012
Job Trading and Brokerage Operations at National Alliance Securities
Industry Financial Services
Experience
National Alliance Securities April 2014 - Present
Hughes Capital Management September 2013 - April 2014
Tejas Securities Group, Inc. July 2011 - October 2012
Richard P. Slaughter Associates, Inc. 2010 - July 2011
Morgan Keegan February 2009 - May 2010
Skills
Equities, Financial Analysis, Securities, Series 7, Bloomberg, Strategic Financial..., Series 63, Bonds, Municipal Bonds, Asset Management, Investments, Finance, Mutual Funds, Trading, Customer Service, Sales, Microsoft Office, Fixed Income
Education
The University of Texas at Austin 2002 — 2006
Bachelor, Journalism
National Alliance Securities April 2014 - Present
Hughes Capital Management September 2013 - April 2014
Tejas Securities Group, Inc. July 2011 - October 2012
Richard P. Slaughter Associates, Inc. 2010 - July 2011
Morgan Keegan February 2009 - May 2010
Skills
Equities, Financial Analysis, Securities, Series 7, Bloomberg, Strategic Financial..., Series 63, Bonds, Municipal Bonds, Asset Management, Investments, Finance, Mutual Funds, Trading, Customer Service, Sales, Microsoft Office, Fixed Income
Education
The University of Texas at Austin 2002 — 2006
Bachelor, Journalism
Fred C. Bush's Tejas Securities Group, Inc. Experience June 1998 - June 2001
Job FINOP, Financial and Operations Officer at National Alliance Securities
Industry Financial Services
Experience
National Alliance Securities May 2014 - Present
C2B Suite, LLC 2012 - February 2014
Kershner Trading Group February 2002 - July 2013
Cofiniti Software July 2001 - March 2002
Tejas Securities Group, Inc. June 1998 - June 2001
Skills
Financial Modeling, Valuation, Fixed Income, Securities, Financial Analysis, Series 7, Series 27, Investments, Asset Managment, Strategic Financial..., Bloomberg, Corporate Finance, Mutual Funds, Series 63, Portfolio Management, Equities
Education
University of Oklahoma
BA
Texas State University
MBA, Finance
National Alliance Securities May 2014 - Present
C2B Suite, LLC 2012 - February 2014
Kershner Trading Group February 2002 - July 2013
Cofiniti Software July 2001 - March 2002
Tejas Securities Group, Inc. June 1998 - June 2001
Skills
Financial Modeling, Valuation, Fixed Income, Securities, Financial Analysis, Series 7, Series 27, Investments, Asset Managment, Strategic Financial..., Bloomberg, Corporate Finance, Mutual Funds, Series 63, Portfolio Management, Equities
Education
University of Oklahoma
BA
Texas State University
MBA, Finance
sean molloy's Tejas Securities Group, Inc. Experience March 2012 - May 2013
Job Distressed Sales at Clearview Trading Advisors.
Industry Investment Management
Experience
Braver Stern & Co. June 2013 - Present
Tejas Securities Group, Inc. March 2012 - May 2013
G2 Trading September 2010 - September 2011
Warrant Strategies Fund March 2006 - March 2010
Investec Ernst & Company, New York, NY October 2003 - March 2005
R.A. Mackie and Company, L.P., Irvington, NY September 1989 - October 2003
Skills
Hedge Funds, Equities, Derivatives, Portfolio Management, Equity Derivatives, Fixed Income, Structured Products, Equity Trading, Trading Strategies, Bloomberg
Education
Fordham University 1993 — 1996
Master of Business Administration (MBA), History
Fordham University 1985 — 1989
Braver Stern & Co. June 2013 - Present
Tejas Securities Group, Inc. March 2012 - May 2013
G2 Trading September 2010 - September 2011
Warrant Strategies Fund March 2006 - March 2010
Investec Ernst & Company, New York, NY October 2003 - March 2005
R.A. Mackie and Company, L.P., Irvington, NY September 1989 - October 2003
Skills
Hedge Funds, Equities, Derivatives, Portfolio Management, Equity Derivatives, Fixed Income, Structured Products, Equity Trading, Trading Strategies, Bloomberg
Education
Fordham University 1993 — 1996
Master of Business Administration (MBA), History
Fordham University 1985 — 1989
Daniel McFarlane's Tejas Securities Group, Inc. Experience 2010 - 2011
Job Student at The University of Texas at Austin
Industry Medical Practice
Experience
Tejas Securities Group, Inc. 2010 - 2011
Education
The University of Texas at Austin 2011 — 2013
Tejas Securities Group, Inc. 2010 - 2011
Education
The University of Texas at Austin 2011 — 2013
Ed Scanlon's Tejas Securities Group, Inc. Experience January 2012 - December 2012
Job Walleye Trading, Business Development Manager
Industry Financial Services
Experience
Walleye Trading October 2014 - Present
The Vertical Group November 2012 - September 2014
Tejas Securities Group, Inc. January 2012 - December 2012
TJM Institutional Services September 2010 - January 2012
Bay Crest Partners November 2006 - August 2010
Chapdeliane & Co. April 2004 - October 2006
Skills
Equity Derivatives, Options, Trading Systems, Series 7, Derivatives, Equities, Equity Trading, Hedge Funds, Securities, Fixed Income, Trading, Investments, Electronic Trading, Risk Management, Trading Strategies, Financial Markets, Portfolio Management
Education
Norwich University 1975 — 1979
Harrison High School 1971 — 1975
Walleye Trading October 2014 - Present
The Vertical Group November 2012 - September 2014
Tejas Securities Group, Inc. January 2012 - December 2012
TJM Institutional Services September 2010 - January 2012
Bay Crest Partners November 2006 - August 2010
Chapdeliane & Co. April 2004 - October 2006
Skills
Equity Derivatives, Options, Trading Systems, Series 7, Derivatives, Equities, Equity Trading, Hedge Funds, Securities, Fixed Income, Trading, Investments, Electronic Trading, Risk Management, Trading Strategies, Financial Markets, Portfolio Management
Education
Norwich University 1975 — 1979
Harrison High School 1971 — 1975
Ken Jaskol's Tejas Securities Group, Inc. Experience June 2010 - July 2013
Job Senior Vice President at International Fixed Income, LLC
Industry Financial Services
Experience
International Fixed Income, LLC July 2013 - Present
Tejas Securities Group, Inc. June 2010 - July 2013
APS Financial Corp June 1996 - July 2010
Conning March 1992 - June 1996
Skills
Series 7, Fixed Income, MBS, Series 63, Capital Markets, Securities, Portfolio Management, Bonds, Bloomberg, Structured Products, Residential Mortgages, Trading, Investments, Structured Securities, Intex, Agencies, Series 24, Government Agencies, Financial Modeling, Private Equity, Financial Markets, Alternative Investments, Investment Banking, Options, Structured Finance, Derivatives, FINRA, Asset Allocation, Valuation, Asset Management
Education
CFA
University of Hartford
Bachelor's degree, Business Administration and Management, General
International Fixed Income, LLC July 2013 - Present
Tejas Securities Group, Inc. June 2010 - July 2013
APS Financial Corp June 1996 - July 2010
Conning March 1992 - June 1996
Skills
Series 7, Fixed Income, MBS, Series 63, Capital Markets, Securities, Portfolio Management, Bonds, Bloomberg, Structured Products, Residential Mortgages, Trading, Investments, Structured Securities, Intex, Agencies, Series 24, Government Agencies, Financial Modeling, Private Equity, Financial Markets, Alternative Investments, Investment Banking, Options, Structured Finance, Derivatives, FINRA, Asset Allocation, Valuation, Asset Management
Education
CFA
University of Hartford
Bachelor's degree, Business Administration and Management, General
Ford Lakin's Tejas Securities Group, Inc. Experience May 2011 - July 2011
Job Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
PwC January 2012 - March 2012
Tejas Securities Group, Inc. May 2011 - July 2011
Skills
Valuation, Investment Banking, Bloomberg, Capital IQ, Capital Markets, Due Diligence, DCF, Corporate Finance, LBO, Equity Research, Capital Structure
Education
The University of Texas at Austin 2008 — 2013
Master in Professional Accounting (MPA), Accounting
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - August 2012
PwC January 2012 - March 2012
Tejas Securities Group, Inc. May 2011 - July 2011
Skills
Valuation, Investment Banking, Bloomberg, Capital IQ, Capital Markets, Due Diligence, DCF, Corporate Finance, LBO, Equity Research, Capital Structure
Education
The University of Texas at Austin 2008 — 2013
Master in Professional Accounting (MPA), Accounting
William Wheeler's Tejas Securities Group, Inc. Experience July 2006 - Present
Job Controller at Tejas Securities Group, Inc.
Industry Financial Services
Experience
Tejas Securities Group, Inc. July 2006 - Present
NFP November 2004 - June 2006
Electronic Trading Group, LLC July 2003 - August 2004
Instinet Group Incorporated October 2001 - June 2003
Protrader Group, LP July 2000 - October 2001
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, Finance, Brokerage Accounting, Human Resources, Internal Controls
Education
Southwest Baptist University 1997 — 2000
Accounting
Butler Traditional High School 1992 — 1996
Tejas Securities Group, Inc. July 2006 - Present
NFP November 2004 - June 2006
Electronic Trading Group, LLC July 2003 - August 2004
Instinet Group Incorporated October 2001 - June 2003
Protrader Group, LP July 2000 - October 2001
Skills
Financial Reporting, Auditing, Accounting, Financial Accounting, Finance, Brokerage Accounting, Human Resources, Internal Controls
Education
Southwest Baptist University 1997 — 2000
Accounting
Butler Traditional High School 1992 — 1996
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY