The Rosewood Corporation
Industry: Company
DescriptionFounded: 1976 Parent organization: Caroline Hunt Trust Estate Subsidiaries: Rosewood Property Company, Rosewood Resources, Inc., Rosewood Exploration Ltd.
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The Rosewood Corporation Employees
Employee
Years
Job
Industry
John Bullman, CFA, CAIA John Bullman, CFA, CAIA's The Rosewood Corporation Experience April 2014 - Present
Job Vice President of Investment Management at Rosewood Management Corp
Industry Investment Management
Experience
The Rosewood Corporation April 2014 - Present
The Rosewood Corporation February 2007 - April 2014
RBC Dain Rauscher September 2000 - February 2007
Skills
Microsoft Excel, Bloomberg, Asset Management, Asset Allocation, Risk Management, Asset Managment, Manager Selection, Alternative Investments, Valuation, Private Equity, Financial Analysis, Investments, Due Diligence, Hedge Funds, Derivatives, Investment Management, Portfolio Management, Trading, Venture Capital
Education
Baylor University 1996 — 2000
Bachelor of Business Administration (BBA), Finance / International Business
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance / Int'l Business
The Rosewood Corporation April 2014 - Present
The Rosewood Corporation February 2007 - April 2014
RBC Dain Rauscher September 2000 - February 2007
Skills
Microsoft Excel, Bloomberg, Asset Management, Asset Allocation, Risk Management, Asset Managment, Manager Selection, Alternative Investments, Valuation, Private Equity, Financial Analysis, Investments, Due Diligence, Hedge Funds, Derivatives, Investment Management, Portfolio Management, Trading, Venture Capital
Education
Baylor University 1996 — 2000
Bachelor of Business Administration (BBA), Finance / International Business
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance / Int'l Business
Bailey Harrison Bailey Harrison's The Rosewood Corporation Experience September 2012 - Present
Job Intern at Featherstone Design
Industry Apparel & Fashion
Experience
The Rosewood Corporation September 2012 - Present
Featherstone Design June 2014 - August 2014
Stanley Korshak June 2013 - July 2013
Skills
Online Marketing, E-commerce, Photoshop, Public Relations, Social Media, Fashion, Product Development, Textiles, Project Planning
Education
Texas Christian University 2011 — 2015
Bachelor's Degree, Fashion Merchandising, Junior
Episcopal School of Dallas 1999 — 2011
The Rosewood Corporation September 2012 - Present
Featherstone Design June 2014 - August 2014
Stanley Korshak June 2013 - July 2013
Skills
Online Marketing, E-commerce, Photoshop, Public Relations, Social Media, Fashion, Product Development, Textiles, Project Planning
Education
Texas Christian University 2011 — 2015
Bachelor's Degree, Fashion Merchandising, Junior
Episcopal School of Dallas 1999 — 2011
Kathy Ramsland Kathy Ramsland's The Rosewood Corporation Experience August 1998 - Present
Job Vice PresidentTax at The Rosewood Corporation
Industry Investment Management
Experience
The Rosewood Corporation August 1998 - Present
Atlantic Richfield Company June 1988 - August 1998
Ernst & Young October 1982 - October 1986
Skills
Financial Modeling, Accounting, Investments, Tax, Financial Analysis, International Tax, Strategic Planning, CPA, Mergers & Acquisitions, Strategy, Sarbanes-Oxley Act, Business Valuation, Corporate Tax
Education
Texas Tech University - Rawls College of Business 1976 — 1979
BBA, Accounting
The Rosewood Corporation August 1998 - Present
Atlantic Richfield Company June 1988 - August 1998
Ernst & Young October 1982 - October 1986
Skills
Financial Modeling, Accounting, Investments, Tax, Financial Analysis, International Tax, Strategic Planning, CPA, Mergers & Acquisitions, Strategy, Sarbanes-Oxley Act, Business Valuation, Corporate Tax
Education
Texas Tech University - Rawls College of Business 1976 — 1979
BBA, Accounting
Jacob Sands Jacob Sands's The Rosewood Corporation Experience 2010 - Present
Job JCS Investments / Director at The Rosewood Corporation
Industry Investment Management
Experience
The Rosewood Corporation 2010 - Present
JCS Investments 2010 - Present
First Bank Kansas 2010 - Present
John Bunker Sands Wetland Center 2009 - Present
NAI Martens 2006 - Present
Rosewood Corporation / Rosewood Property Company 2008 - 2010
Jacob Sands Construction, LLC 2003 - 2006
Skills
Investments, Due Diligence, Commercial Real Estate, Private Equity, Energy, Real Estate Transactions, Investment Decisions, Financial Modeling, Real Estate Economics, Investment Properties, Brokerage, Alternative Investments, Acquisitions, Asset Management
Education
University of Kansas
The Rosewood Corporation 2010 - Present
JCS Investments 2010 - Present
First Bank Kansas 2010 - Present
John Bunker Sands Wetland Center 2009 - Present
NAI Martens 2006 - Present
Rosewood Corporation / Rosewood Property Company 2008 - 2010
Jacob Sands Construction, LLC 2003 - 2006
Skills
Investments, Due Diligence, Commercial Real Estate, Private Equity, Energy, Real Estate Transactions, Investment Decisions, Financial Modeling, Real Estate Economics, Investment Properties, Brokerage, Alternative Investments, Acquisitions, Asset Management
Education
University of Kansas
Kyle Daley, CFA Kyle Daley, CFA's The Rosewood Corporation Experience July 2013 - Present
Job Financial Analyst at Rosewood Management Corp.
Industry Investment Management
Experience
The Rosewood Corporation July 2013 - Present
First Rate, Inc April 2011 - July 2013
First Rate, Inc April 2010 - April 2011
First Rate, Inc March 2009 - April 2010
DiMeo Schneider & Associates June 2008 - August 2008
Skills
Portfolio Management, Investments, Performance Measurement, Mutual Funds, Equities, Alternative Investments, Relationship Management, Fixed Income, Financial Analysis, Wealth Management, Process Improvement, Finance, Strategic Planning, Business Analysis, Business Strategy, SQL, Account Management, Microsoft Excel, Investment Management, Data Analysis, Securities, Analysis, Financial Services, Strategic Financial..., Valuation, Asset Allocation, Financial Modeling, Hedge Funds, Asset Management
Education
Northwestern University 2004 — 2008
BA, Mathematics, Economics, and Business Institutions
The Rosewood Corporation July 2013 - Present
First Rate, Inc April 2011 - July 2013
First Rate, Inc April 2010 - April 2011
First Rate, Inc March 2009 - April 2010
DiMeo Schneider & Associates June 2008 - August 2008
Skills
Portfolio Management, Investments, Performance Measurement, Mutual Funds, Equities, Alternative Investments, Relationship Management, Fixed Income, Financial Analysis, Wealth Management, Process Improvement, Finance, Strategic Planning, Business Analysis, Business Strategy, SQL, Account Management, Microsoft Excel, Investment Management, Data Analysis, Securities, Analysis, Financial Services, Strategic Financial..., Valuation, Asset Allocation, Financial Modeling, Hedge Funds, Asset Management
Education
Northwestern University 2004 — 2008
BA, Mathematics, Economics, and Business Institutions
Daniel Shockley Daniel Shockley's The Rosewood Corporation Experience April 2010 - Present
Job Accounting Manager at The Rosewood Corporation
Industry Investment Management
Experience
The Rosewood Corporation April 2010 - Present
Deloitte & Touche September 2007 - April 2010
Education
The University of Texas at Austin 2006 — 2007
MPA, Financial Reporting & Assurance
LSU Shreveport 2003 — 2006
BS, Accounting
The Rosewood Corporation April 2010 - Present
Deloitte & Touche September 2007 - April 2010
Education
The University of Texas at Austin 2006 — 2007
MPA, Financial Reporting & Assurance
LSU Shreveport 2003 — 2006
BS, Accounting
Nick Duenhoelter Nick Duenhoelter's The Rosewood Corporation Experience June 1999 - August 1999
Job Travel Data and Analytics Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard Travel Data and Analytics ManagerHewlett-PackardMay 2009 - Present
Hewlett-Packard November 2007 - April 2009
Hewlett-Packard November 2006 - October 2007
Hewlett-Packard February 2004 - October 2006
Hewlett-Packard May 2002 - February 2004
Hewlett-Packard November 2000 - May 2002
Hewlett-Packard July 2000 - November 2000
The Rosewood Corporation June 1999 - August 1999
NCH January 1992 - December 1998
Skills
Business Analysis, Financial Modeling, Business Intelligence, Data Analysis, Forecasting, Financial Analysis, Competitive Analysis, Analysis, Business Planning, Financial Management, Analytics, Business Strategy, Process Improvement, Strategy, Business Process..., Managerial Finance, Cross-functional Team..., Vendor Management, Account Management, Management, Leadership, Product Management, Business Process, Strategic Planning, Program Management, Pricing
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance, General
The University of Texas at Arlington 1987 — 1991
BS, Information Systems
Hewlett-Packard Travel Data and Analytics ManagerHewlett-PackardMay 2009 - Present
Hewlett-Packard November 2007 - April 2009
Hewlett-Packard November 2006 - October 2007
Hewlett-Packard February 2004 - October 2006
Hewlett-Packard May 2002 - February 2004
Hewlett-Packard November 2000 - May 2002
Hewlett-Packard July 2000 - November 2000
The Rosewood Corporation June 1999 - August 1999
NCH January 1992 - December 1998
Skills
Business Analysis, Financial Modeling, Business Intelligence, Data Analysis, Forecasting, Financial Analysis, Competitive Analysis, Analysis, Business Planning, Financial Management, Analytics, Business Strategy, Process Improvement, Strategy, Business Process..., Managerial Finance, Cross-functional Team..., Vendor Management, Account Management, Management, Leadership, Product Management, Business Process, Strategic Planning, Program Management, Pricing
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance, General
The University of Texas at Arlington 1987 — 1991
BS, Information Systems
Tina Jay Tina Jay's The Rosewood Corporation Experience February 2013 - Present
Job Executive Assistant at The Rosewood Corporation
Industry Executive Office
Experience
The Rosewood Corporation February 2013 - Present
Atrium Windows & Doors March 2005 - November 2012
Urban Design Group June 2001 - March 2005
Humphreys and Partners Architects October 1999 - June 2001
Insignia/ESG June 1998 - May 1999
Lincoln Property Company September 1996 - June 1998
Skills
Outlook, Administrative..., Human Resources, Recruiting, Office Management, Microsoft Excel, Team Building, Strategic Planning, Employee Benefits, Management, Leadership, Public Speaking, Negotiation, Project Planning, Employee Relations, Travel Arrangements, PowerPoint, Team Leadership, Budgets, Event Management, Payroll, Microsoft Word, Event Planning, Training, Administrative...
Education
Dallas County Community College
Executive Secretarial School
The Rosewood Corporation February 2013 - Present
Atrium Windows & Doors March 2005 - November 2012
Urban Design Group June 2001 - March 2005
Humphreys and Partners Architects October 1999 - June 2001
Insignia/ESG June 1998 - May 1999
Lincoln Property Company September 1996 - June 1998
Skills
Outlook, Administrative..., Human Resources, Recruiting, Office Management, Microsoft Excel, Team Building, Strategic Planning, Employee Benefits, Management, Leadership, Public Speaking, Negotiation, Project Planning, Employee Relations, Travel Arrangements, PowerPoint, Team Leadership, Budgets, Event Management, Payroll, Microsoft Word, Event Planning, Training, Administrative...
Education
Dallas County Community College
Executive Secretarial School
Colleen Patrick Colleen Patrick's The Rosewood Corporation Experience April 2013 - Present
Job Payroll & Benefits Administrator
Industry Investment Management
Experience
The Rosewood Corporation April 2013 - Present
Windsor Homes Texas 2012 - 2013
Gregory's February 2005 - October 2012
Mr. Tax International October 2003 - March 2008
Neely-Price Plumbing 2001 - 2003
Skills
QuickBooks, Accounts Payable, Invoicing, Bookkeeping, Payroll, Employee Benefits, Microsoft Excel, General Ledger, Microsoft Word, Microsoft Office, Customer Service, Retail, Time Management, Sales, Leadership, Fashion, Research, Outlook, Data Entry, Inventory Management, Negotiation, Event Planning, Accounts Receivable, Budgets, Human Resources
Education
Ashworth College 2015 — 2018
Bachelor's Degree, Business Administration and Management, General
Eastfield College 2002 — 2003
Business Administration and Management, General
The Rosewood Corporation April 2013 - Present
Windsor Homes Texas 2012 - 2013
Gregory's February 2005 - October 2012
Mr. Tax International October 2003 - March 2008
Neely-Price Plumbing 2001 - 2003
Skills
QuickBooks, Accounts Payable, Invoicing, Bookkeeping, Payroll, Employee Benefits, Microsoft Excel, General Ledger, Microsoft Word, Microsoft Office, Customer Service, Retail, Time Management, Sales, Leadership, Fashion, Research, Outlook, Data Entry, Inventory Management, Negotiation, Event Planning, Accounts Receivable, Budgets, Human Resources
Education
Ashworth College 2015 — 2018
Bachelor's Degree, Business Administration and Management, General
Eastfield College 2002 — 2003
Business Administration and Management, General
Sue Fish's The Rosewood Corporation Experience January 1998 - July 2011
Job Managing Director at JFO Group
Industry Investment Management
Experience
JFO Group January 2015 - Present
Denihan Hospitality Group 2013 - Present
The Real Estate Council January 2011 - Present
E2M Partners LLC 2005 - Present
College of Business University of Illinois 2003 - Present
Self Employed- Financial and Business Consultant June 2012 - December 2014
Rosewood Property Company February 2007 - July 2011
The Rosewood Corporation January 1998 - July 2011
Crow Family Holdings March 1992 - January 1998
Arthur Andersen & Co 1980 - 1985
Skills
Investments, Portfolio Management, Real Estate, Strategic Financial..., Strategic Planning, Creative Problem Solving, Private Equity, Management Consulting, Finance, Due Diligence, Accounting, Corporate Finance, Leadership, Financial Management, Strategy Development, Asset Allocation, Wealth Management, Tax, Asset Management, Financial Reporting, Financial Modeling, Financial Analysis, Cash Flow, Financial Advisory, Mergers & Acquisitions, Venture Capital, Valuation, Acquisitions, Financial Structuring, Investment Management, Alternative Investments, Investment Strategies, Financial Planning, Succession Planning, Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1980
Masters in Accounting Science, Taxation
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
BS, Accountancy
JFO Group January 2015 - Present
Denihan Hospitality Group 2013 - Present
The Real Estate Council January 2011 - Present
E2M Partners LLC 2005 - Present
College of Business University of Illinois 2003 - Present
Self Employed- Financial and Business Consultant June 2012 - December 2014
Rosewood Property Company February 2007 - July 2011
The Rosewood Corporation January 1998 - July 2011
Crow Family Holdings March 1992 - January 1998
Arthur Andersen & Co 1980 - 1985
Skills
Investments, Portfolio Management, Real Estate, Strategic Financial..., Strategic Planning, Creative Problem Solving, Private Equity, Management Consulting, Finance, Due Diligence, Accounting, Corporate Finance, Leadership, Financial Management, Strategy Development, Asset Allocation, Wealth Management, Tax, Asset Management, Financial Reporting, Financial Modeling, Financial Analysis, Cash Flow, Financial Advisory, Mergers & Acquisitions, Venture Capital, Valuation, Acquisitions, Financial Structuring, Investment Management, Alternative Investments, Investment Strategies, Financial Planning, Succession Planning, Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 1979 — 1980
Masters in Accounting Science, Taxation
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
BS, Accountancy
Francis Harrison Francis Harrison's The Rosewood Corporation Experience January 2010 - Present
Job President and Founder at Conscious Cuba
Industry Hospitality
Experience
Conscious Cuba, LLC November 2013 - Present
The Rosewood Corporation January 2010 - Present
Operation Smile August 2012 - Present
Skills
Spanish, Strategic Communications, International..., Policy Analysis, International Relations, Editing, Research, Public Policy, Nonprofits, Public Relations, Fundraising, Community Outreach, Tourism, Event Planning, Political Science, Social Media
Education
College of Charleston 2007 — 2011
B.A., Spanish, Latin American and Caribbean Politics and Economics, International Relations
Universidad de Havana 2009 — 2009
Political Science and Philosophy
Universidad de Diego Portales 2010 — 2011
Spanish Language and Literature
Conscious Cuba, LLC November 2013 - Present
The Rosewood Corporation January 2010 - Present
Operation Smile August 2012 - Present
Skills
Spanish, Strategic Communications, International..., Policy Analysis, International Relations, Editing, Research, Public Policy, Nonprofits, Public Relations, Fundraising, Community Outreach, Tourism, Event Planning, Political Science, Social Media
Education
College of Charleston 2007 — 2011
B.A., Spanish, Latin American and Caribbean Politics and Economics, International Relations
Universidad de Havana 2009 — 2009
Political Science and Philosophy
Universidad de Diego Portales 2010 — 2011
Spanish Language and Literature
Stacy McElreath, CPA Stacy McElreath, CPA's The Rosewood Corporation Experience February 2014 - Present
Job Senior Tax Accountant at The Rosewood Corporation
Industry Accounting
Experience
The Rosewood Corporation February 2014 - Present
PwC October 2013 - February 2014
PwC October 2011 - October 2013
PwC June 2010 - August 2010
Whitley Penn January 2010 - March 2010
Skills
Tax, Tax Research, High Net Worth..., Partnership Taxation, Trust Taxation, Corporate Tax, Foundation Returns, Gift Tax, Fixed Assets, Accounting, GoSystems, US GAAP, Strategic Financial..., Microsoft Excel, OneSource, Lacerte, Financial Planning
Education
Southern Methodist University 2010 — 2011
Master of Science in Accounting, Taxation, Valedictorian
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, English Minor
Prestonwood Christian Academy
Trinity Christian Academy
The Rosewood Corporation February 2014 - Present
PwC October 2013 - February 2014
PwC October 2011 - October 2013
PwC June 2010 - August 2010
Whitley Penn January 2010 - March 2010
Skills
Tax, Tax Research, High Net Worth..., Partnership Taxation, Trust Taxation, Corporate Tax, Foundation Returns, Gift Tax, Fixed Assets, Accounting, GoSystems, US GAAP, Strategic Financial..., Microsoft Excel, OneSource, Lacerte, Financial Planning
Education
Southern Methodist University 2010 — 2011
Master of Science in Accounting, Taxation, Valedictorian
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, English Minor
Prestonwood Christian Academy
Trinity Christian Academy
Randy Rexroat's The Rosewood Corporation Experience 1998 - 2003
Job Accounting Consultant
Industry Accounting
Experience
Maximum Mosquito Control June 2014 - Present
Lone Star Valet January 2009 - Present
RTR Business Services January 2009 - Present
Extreme Green Lawns January 2009 - Present
Essential Earth Lawn and Pest January 2008 - Present
MosquitoNix - Mosquito Control January 2008 - June 2014
Airpro Mobile Air, Inc January 2003 - February 2008
The rosewood corporation 1998 - 2003
Skills
Accounting, Microsoft Word, Financial Reporting, Microsoft Excel, QuickBooks, Great Plains Software, Bookkeeping, Business Management, Business Strategy, Business Analysis, Business Process, Internal Audit, Payroll, Budgets, Forecasting, Process Improvement, GAAP, Accounts Payable, Small Business, Microsoft Office, Financial Analysis, Strategic Planning, Sales Tax, PowerPoint, Mergers, Business Planning, Inventory Management, Accounts Receivable, Management Consulting, Banking, Insurance, Change Management, Outlook, Managerial Finance, Cash Flow Forecasting, Consulting, CRM, Management, Team Building, New Business Development
Education
The University of Texas at Arlington - College of Business 1994 — 1999
BBA, Accounting
Midlothian HS 1990 — 1994
Maximum Mosquito Control June 2014 - Present
Lone Star Valet January 2009 - Present
RTR Business Services January 2009 - Present
Extreme Green Lawns January 2009 - Present
Essential Earth Lawn and Pest January 2008 - Present
MosquitoNix - Mosquito Control January 2008 - June 2014
Airpro Mobile Air, Inc January 2003 - February 2008
The rosewood corporation 1998 - 2003
Skills
Accounting, Microsoft Word, Financial Reporting, Microsoft Excel, QuickBooks, Great Plains Software, Bookkeeping, Business Management, Business Strategy, Business Analysis, Business Process, Internal Audit, Payroll, Budgets, Forecasting, Process Improvement, GAAP, Accounts Payable, Small Business, Microsoft Office, Financial Analysis, Strategic Planning, Sales Tax, PowerPoint, Mergers, Business Planning, Inventory Management, Accounts Receivable, Management Consulting, Banking, Insurance, Change Management, Outlook, Managerial Finance, Cash Flow Forecasting, Consulting, CRM, Management, Team Building, New Business Development
Education
The University of Texas at Arlington - College of Business 1994 — 1999
BBA, Accounting
Midlothian HS 1990 — 1994
Julia Sands Robinson Julia Sands Robinson's The Rosewood Corporation Experience January 2015 - Present
Job Trustee
Industry Civic & Social Organization
Experience
The Rosewood Foundation August 2013 - Present
The Rosewood Corporation January 2015 - Present
Stream Realty Partners October 2011 - May 2012
Sartel June 2009 - August 2009
Education
The Art Institute of Dallas 2013 — 2014
Interior Design
Southern Methodist University - Cox School of Business 2011 — 2011
Summer Business Institute
Southern Methodist University 2006 — 2010
BA, Sociology
Colby College 2005 — 2006
The Hockaday School 1991 — 2005
The Rosewood Foundation August 2013 - Present
The Rosewood Corporation January 2015 - Present
Stream Realty Partners October 2011 - May 2012
Sartel June 2009 - August 2009
Education
The Art Institute of Dallas 2013 — 2014
Interior Design
Southern Methodist University - Cox School of Business 2011 — 2011
Summer Business Institute
Southern Methodist University 2006 — 2010
BA, Sociology
Colby College 2005 — 2006
The Hockaday School 1991 — 2005
Shree Kent Shree Kent's The Rosewood Corporation Experience August 1983 - October 2003
Job Accountant
Industry Printing
Experience
Texas Baptist Children's Home September 2012 - Present
Ennis Inc. September 2007 - Present
Waxahachie Chamber of Commerce November 2004 - September 2007
Rosewood Corporate Administration 1991 - October 2003
The Rosewood Corporation August 1983 - October 2003
Rosewood Resources, Inc. August 1983 - 1991
GE Foodland DBA Elrods Cost Plus 1979 - 1983
Skills
Budgets, Financial Reporting, General Ledger, Fixed Assets, Financial Statements, Accounts Receivable, Accounting, Journal Entries, Accruals, JD Edwards, Variance Analysis, Inventory Management
Education
Navarro College 2007 — 2012
1 more class needed, General Studies, 2012
Brookhaven Community College 1983 — 2006
AA, Accounting
Texas Baptist Children's Home September 2012 - Present
Ennis Inc. September 2007 - Present
Waxahachie Chamber of Commerce November 2004 - September 2007
Rosewood Corporate Administration 1991 - October 2003
The Rosewood Corporation August 1983 - October 2003
Rosewood Resources, Inc. August 1983 - 1991
GE Foodland DBA Elrods Cost Plus 1979 - 1983
Skills
Budgets, Financial Reporting, General Ledger, Fixed Assets, Financial Statements, Accounts Receivable, Accounting, Journal Entries, Accruals, JD Edwards, Variance Analysis, Inventory Management
Education
Navarro College 2007 — 2012
1 more class needed, General Studies, 2012
Brookhaven Community College 1983 — 2006
AA, Accounting
Jordan Mowbray Jordan Mowbray's The Rosewood Corporation Experience June 2011 - May 2013
Job Research/Business Analyst, Associate Producer
Industry Insurance
Experience
Lockton Companies July 2013 - Present
The Rosewood Corporation June 2011 - May 2013
Skills
Equities, Hedge Funds, Fixed Income, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, PowerPoint, Financial Reporting, Equity Valuation, Equity Research, Finance, Analysis, Alternative Investments, Fixed Income Analysis, Morningstar, Microsoft Word, Equity Research Analysis, Hedge Fund Analysis, Client Relations Skills, Investments, Commercial Insurance, Property & Casualty..., Commercial Real Estate, Customer Service, Personal Appearances
Education
CPCU Candidate 2015
Underwriting
The University of Texas at Dallas 2008 — 2011
Bachelor of Science (B.S.), Finance
Shattuck-St. Mary's School
Prep
Lockton Companies July 2013 - Present
The Rosewood Corporation June 2011 - May 2013
Skills
Equities, Hedge Funds, Fixed Income, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Valuation, PowerPoint, Financial Reporting, Equity Valuation, Equity Research, Finance, Analysis, Alternative Investments, Fixed Income Analysis, Morningstar, Microsoft Word, Equity Research Analysis, Hedge Fund Analysis, Client Relations Skills, Investments, Commercial Insurance, Property & Casualty..., Commercial Real Estate, Customer Service, Personal Appearances
Education
CPCU Candidate 2015
Underwriting
The University of Texas at Dallas 2008 — 2011
Bachelor of Science (B.S.), Finance
Shattuck-St. Mary's School
Prep
Ellen Bryant's The Rosewood Corporation Experience April 1995 - September 1997
Job View Capital Advisors, LLC
Industry Investment Management
Experience
View Capital Advisors, LLC April 2012 - Present
Lakeside Capital Partners, L.P. and Fojtasek Interests, Inc. February 1999 - April 2012
Rosewood Management Corporation September 1997 - February 1999
The Rosewood Corporation April 1995 - September 1997
KPMG US July 1987 - April 1995
Skills
Strategic Planning, Financial Analysis, Asset Managment, Strategic Financial..., Leadership, Asset Management, Customer Service, Investments, Business Development, Marketing, Accounting, Nonprofits, Event Planning, Risk Management, Finance
Education
Baylor University 1984 — 1987
BBA, Accounting
Baylor University - Hankamer School of Business 1983 — 1987
BBA in Accounting
View Capital Advisors, LLC April 2012 - Present
Lakeside Capital Partners, L.P. and Fojtasek Interests, Inc. February 1999 - April 2012
Rosewood Management Corporation September 1997 - February 1999
The Rosewood Corporation April 1995 - September 1997
KPMG US July 1987 - April 1995
Skills
Strategic Planning, Financial Analysis, Asset Managment, Strategic Financial..., Leadership, Asset Management, Customer Service, Investments, Business Development, Marketing, Accounting, Nonprofits, Event Planning, Risk Management, Finance
Education
Baylor University 1984 — 1987
BBA, Accounting
Baylor University - Hankamer School of Business 1983 — 1987
BBA in Accounting
Liz Hannabas, M.S.'s The Rosewood Corporation Experience October 1997 - January 2002
Job Director at University of Texas at Arlington
Industry Higher Education
Experience
University of Texas at Arlington September 2014 - Present
University of Texas at Arlington June 2004 - August 2014
ITT Flowtronex 2002 - 2004
The Rosewood Corporation October 1997 - January 2002
Skills
Leadership, Organizational..., Personnel Management, Event Planning, Public Speaking, Community Outreach, Program Development, Research, Staff Development, Teaching, Microsoft Office, PowerPoint, Customer Service, Social Networking, Event Management, Higher Education
Education
Abilene Christian University 2013 — 2015
Masters of Science in Organizational Development
University of North Texas 1994 — 1995
Bachelors of Applied Arts and Sciences, Radio and Television; Studies in Aging
East Texas State University 1981 — 1984
Radio and Television
University of Texas at Arlington September 2014 - Present
University of Texas at Arlington June 2004 - August 2014
ITT Flowtronex 2002 - 2004
The Rosewood Corporation October 1997 - January 2002
Skills
Leadership, Organizational..., Personnel Management, Event Planning, Public Speaking, Community Outreach, Program Development, Research, Staff Development, Teaching, Microsoft Office, PowerPoint, Customer Service, Social Networking, Event Management, Higher Education
Education
Abilene Christian University 2013 — 2015
Masters of Science in Organizational Development
University of North Texas 1994 — 1995
Bachelors of Applied Arts and Sciences, Radio and Television; Studies in Aging
East Texas State University 1981 — 1984
Radio and Television
Theresa Cryer, CPA's The Rosewood Corporation Experience January 2002 - November 2006
Job Sole Proprietor at Theresa P. Cryer, CPA
Industry Accounting
Experience
Theresa P. Cryer, CPA March 2008 - Present
Atlas Service Link LLC May 2008 - April 2013
Friedmans Jewelers 2006 - 2008
The Rosewood Corporation January 2002 - November 2006
KPMG 1994 - 2001
Tenneco 1990 - 1993
American Healthcare Management 1983 - 1986
Skills
Tax Accounting, FAS109, Tax, Income Tax, Tax Research, Accounting, International Tax, Sarbanes-Oxley Act, FIN 48, Partnership Taxation, Financial Reporting, Tax Returns, US Tax, Sales Tax, Tax Software, Financial Analysis, CPA, SEC filings, State Tax, Corporate Tax
Education
University of Houston 1977 — 1981
BBA, Accounting
Woodrow Wilson High School; Dallas, TX
High School
Theresa P. Cryer, CPA March 2008 - Present
Atlas Service Link LLC May 2008 - April 2013
Friedmans Jewelers 2006 - 2008
The Rosewood Corporation January 2002 - November 2006
KPMG 1994 - 2001
Tenneco 1990 - 1993
American Healthcare Management 1983 - 1986
Skills
Tax Accounting, FAS109, Tax, Income Tax, Tax Research, Accounting, International Tax, Sarbanes-Oxley Act, FIN 48, Partnership Taxation, Financial Reporting, Tax Returns, US Tax, Sales Tax, Tax Software, Financial Analysis, CPA, SEC filings, State Tax, Corporate Tax
Education
University of Houston 1977 — 1981
BBA, Accounting
Woodrow Wilson High School; Dallas, TX
High School
Lleta Scoggins's The Rosewood Corporation Experience 1985 - 2000
Job Partner at Western Sage
Industry Real Estate
Experience
Western Sage January 2009 - Present
Santa Fe Railyard Community Corp. April 2003 - October 2007
BGK 2001 - 2002
The Rosewood Corporation 1985 - 2000
Skills
Real Estate Development, Investment Properties, Real Estate, Property Management, Real Estate Transactions, Sellers, Short Sales, Investors, Strategic Planning, Leases, Contract Negotiation, Budgets, Real Property, New Home Sales, Selling, Referrals, Single Family Homes, Entrepreneurship, Asset Management, Commercial Real Estate, Listings, Property, Investments, First Time Home Buyers, Real Estate Economics, Marketing, Condos, New Business Development, Sales
Education
University of North Texas 1964 — 1968
BS, Home Economics/Marketing
Cleburne High School
Venus Elementary
Western Sage January 2009 - Present
Santa Fe Railyard Community Corp. April 2003 - October 2007
BGK 2001 - 2002
The Rosewood Corporation 1985 - 2000
Skills
Real Estate Development, Investment Properties, Real Estate, Property Management, Real Estate Transactions, Sellers, Short Sales, Investors, Strategic Planning, Leases, Contract Negotiation, Budgets, Real Property, New Home Sales, Selling, Referrals, Single Family Homes, Entrepreneurship, Asset Management, Commercial Real Estate, Listings, Property, Investments, First Time Home Buyers, Real Estate Economics, Marketing, Condos, New Business Development, Sales
Education
University of North Texas 1964 — 1968
BS, Home Economics/Marketing
Cleburne High School
Venus Elementary
Don Heckmann's The Rosewood Corporation Experience September 1988 - December 1992
Job Controller at Lakewood Country Club
Industry Hospitality
Experience
Lakewood Country Club February 2006 - Present
Zion Lutheran Church & School April 2000 - February 2006
Rosewood Resources, Inc. January 1993 - February 2000
The Rosewood Corporation September 1988 - December 1992
Rosewood Resources, Inc. March 1984 - August 1988
Texas Comptroller of Public Accounts August 1976 - February 1984
Education
The University of Texas at Austin 1973 — 1976
Bachelor of Business Administration, Accounting
Tyler Junior College 1971 — 1973
Associate of Arts
Lakewood Country Club February 2006 - Present
Zion Lutheran Church & School April 2000 - February 2006
Rosewood Resources, Inc. January 1993 - February 2000
The Rosewood Corporation September 1988 - December 1992
Rosewood Resources, Inc. March 1984 - August 1988
Texas Comptroller of Public Accounts August 1976 - February 1984
Education
The University of Texas at Austin 1973 — 1976
Bachelor of Business Administration, Accounting
Tyler Junior College 1971 — 1973
Associate of Arts
Gail Zachary's The Rosewood Corporation Experience 1975 - Present
Job Executive Assistant at The Rosewood Corporation
Industry Executive Office
Experience
The Rosewood Corporation 1975 - Present
The Rosewood Corporation 1975 - 2012
Skills
Microsoft Office, Microsoft Word, Outlook
Education
Arkansas Tech University 1963 — 1968
Bachelor of Science (BS), Business Education
The Rosewood Corporation 1975 - Present
The Rosewood Corporation 1975 - 2012
Skills
Microsoft Office, Microsoft Word, Outlook
Education
Arkansas Tech University 1963 — 1968
Bachelor of Science (BS), Business Education
Judy Wadsworth's The Rosewood Corporation Experience October 2003 - June 2013
Job International Exchange Coordinator at EF High School Exchange Year
Industry
Experience
Catholic Diocese of Dallas July 2013 - Present
EF High School Exchange Year September 2011 - Present
The Rosewood Corporation October 2003 - June 2013
Education
Dallas County Community College
Associate's degree
Catholic Diocese of Dallas July 2013 - Present
EF High School Exchange Year September 2011 - Present
The Rosewood Corporation October 2003 - June 2013
Education
Dallas County Community College
Associate's degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY