Tolleson Wealth Management
Industry: Company
DescriptionFounded: 1997 Subsidiary: Tolleson Wealth Management of Delaware, Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportTolleson Wealth ManagementWebsiteDirections Saved (0) Saved Save Financial planner in Highland Park, Texas Address: 5500 Preston Rd #250, Dallas, TX 75205 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (214) 252-3250: Place name: : Website: : : Category: : : Website: https://www.tollesonwealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.
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Tolleson Wealth Management Employees
Employee
Years
Job
Industry
Amy Aupperlee Amy Aupperlee's Tolleson Wealth Management Experience January 2003 - September 2005
Job Events Director Women at IBC at Irving Bible Church
Industry Events Services
Experience
Irving Bible Church September 2015 - Present
Infogroup July 2013 - August 2014
Sabre Holdings August 2010 - July 2013
e3 Partners July 2008 - July 2010
Harvesters Reaching the Nations February 2006 - July 2008
Strategic Financial Management Group September 2004 - February 2006
Tolleson Wealth Management January 2003 - September 2005
Skills
Non-profits, Fundraising, Nonprofits, Event Planning, Public Speaking, Strategic Planning, Finance, Training, Marketing, Team Building, Volunteer Management, Social Networking, Budgets
Education
Dallas Theological Seminary 2006 — 2011
MABS, Biblical Studies
Texas Tech University 1997 — 2001
MS, Family Financial Planning
Irving Bible Church September 2015 - Present
Infogroup July 2013 - August 2014
Sabre Holdings August 2010 - July 2013
e3 Partners July 2008 - July 2010
Harvesters Reaching the Nations February 2006 - July 2008
Strategic Financial Management Group September 2004 - February 2006
Tolleson Wealth Management January 2003 - September 2005
Skills
Non-profits, Fundraising, Nonprofits, Event Planning, Public Speaking, Strategic Planning, Finance, Training, Marketing, Team Building, Volunteer Management, Social Networking, Budgets
Education
Dallas Theological Seminary 2006 — 2011
MABS, Biblical Studies
Texas Tech University 1997 — 2001
MS, Family Financial Planning
Austin Wall Austin Wall's Tolleson Wealth Management Experience December 2014 - Present
Job Senior Analyst at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management December 2014 - Present
KPMG June 2011 - December 2014
Education
Texas A&M University 2006 — 2011
MS, Finance
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Tolleson Wealth Management December 2014 - Present
KPMG June 2011 - December 2014
Education
Texas A&M University 2006 — 2011
MS, Finance
Texas A&M University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Alexa Rogers's Tolleson Wealth Management Experience May 2015 - August 2015
Job Student at Southern Methodist University
Industry
Experience
Tolleson Wealth Management May 2015 - August 2015
ACT/SAT Tutor June 2014 - August 2014
Skills
Microsoft Excel, Leadership, Time Management, Mathematics, PowerPoint, Organization Skills, Problem Solving, Analytics
Education
Southern Methodist University - Cox School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University
Tolleson Wealth Management May 2015 - August 2015
ACT/SAT Tutor June 2014 - August 2014
Skills
Microsoft Excel, Leadership, Time Management, Mathematics, PowerPoint, Organization Skills, Problem Solving, Analytics
Education
Southern Methodist University - Cox School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University
James Gillock's Tolleson Wealth Management Experience May 2015 - Present
Job Analyst at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management May 2015 - Present
UBS August 2014 - May 2015
Baylor University January 2015 - April 2015
Tolleson Wealth Management May 2014 - August 2014
J.Crew May 2012 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Wells Fargo Advisors February 2013 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Fundraising, Asset Allocation, Stocks, Retail Sales, Sales, Public Speaking, Estate Planning, Philanthropy, Retirement Planning, Property & Casualty..., Life Insurance, Health Insurance
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Tolleson Wealth Management May 2015 - Present
UBS August 2014 - May 2015
Baylor University January 2015 - April 2015
Tolleson Wealth Management May 2014 - August 2014
J.Crew May 2012 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Wells Fargo Advisors February 2013 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Fundraising, Asset Allocation, Stocks, Retail Sales, Sales, Public Speaking, Estate Planning, Philanthropy, Retirement Planning, Property & Casualty..., Life Insurance, Health Insurance
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Amy Paschall's Tolleson Wealth Management Experience January 2014 - May 2014
Job Student at Southern Methodist University Cox School of Business
Industry Accounting
Experience
Fort Worth Running Company May 2013 - Present
Tolleson Wealth Management January 2014 - May 2014
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, PowerPoint, Financial Modeling, Financial Reporting, Microsoft Word, Microsoft Office, Auditing, Corporate Finance, Valuation
Education
Southern Methodist University 2012 — 2016
Bachelor of Arts (BA), Economics
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Fort Worth Running Company May 2013 - Present
Tolleson Wealth Management January 2014 - May 2014
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Accounting, PowerPoint, Financial Modeling, Financial Reporting, Microsoft Word, Microsoft Office, Auditing, Corporate Finance, Valuation
Education
Southern Methodist University 2012 — 2016
Bachelor of Arts (BA), Economics
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting
Courtney Crenshaw Courtney Crenshaw's Tolleson Wealth Management Experience January 2015 - Present
Job Tax Associate
Industry Accounting
Experience
Tolleson Wealth Management January 2015 - Present
KPMG October 2013 - December 2014
Southwest Airlines May 2013 - August 2013
KPMG US January 2012 - April 2012
Education
Baylor University 2008 — 2013
Tolleson Wealth Management January 2015 - Present
KPMG October 2013 - December 2014
Southwest Airlines May 2013 - August 2013
KPMG US January 2012 - April 2012
Education
Baylor University 2008 — 2013
Tarryn Uran Tarryn Uran's Tolleson Wealth Management Experience October 2010 - February 2014
Job Administrative Assistant
Industry Financial Services
Experience
Tolleson Wealth Management October 2010 - February 2014
Vendere Partners April 2010 - October 2010
The Dovetail Companies December 2008 - April 2010
Education
Texas A&M University 2006 — 2009
BBA, Finance
Tolleson Wealth Management October 2010 - February 2014
Vendere Partners April 2010 - October 2010
The Dovetail Companies December 2008 - April 2010
Education
Texas A&M University 2006 — 2009
BBA, Finance
Kevin McClendon's Tolleson Wealth Management Experience July 2014 - July 2015
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Tolleson Wealth Management July 2014 - July 2015
Tolleson Wealth Management May 2013 - August 2013
Tolleson Wealth Management May 2012 - December 2012
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration in Finance and Bachelor of Arts in French
Université Paris Sorbonne (Paris IV) 2013 — 2013
Cours de Littérature Française (Study of French Literature)
Goldman Sachs August 2015 - Present
Tolleson Wealth Management July 2014 - July 2015
Tolleson Wealth Management May 2013 - August 2013
Tolleson Wealth Management May 2012 - December 2012
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration in Finance and Bachelor of Arts in French
Université Paris Sorbonne (Paris IV) 2013 — 2013
Cours de Littérature Française (Study of French Literature)
Alessandra M. Thomas Alessandra M. Thomas's Tolleson Wealth Management Experience April 2010 - March 2012
Job Manager, Individual Giving at Teach For America
Industry Fund-Raising
Experience
Teach For America September 2013 - Present
Phoenix Capital Partners, Ltd. March 2012 - May 2013
Tolleson Wealth Management April 2010 - March 2012
Southern Methodist University August 2007 - May 2010
Skills
Facebook, Blogger, Data Analysis, WordPress, Social Media, Portfolio Management, Blogging, Tumblr, Microsoft Excel, Twitter, Instagram, Hootsuite, TweetDeck, Pinterest, Google Analytics, Pertrac Analytical..., Excel, PowerPoint, Presenting Ideas, Data Management, Salesforce.com, Advent, Factset, Database Management, Financial Analysis, Presentation Preparation, Business Objects, Asana
Education
Southern Methodist University 2006 — 2010
Bachelor’s Degree, Finance
Danish Institute for Study Abroad 2009 — 2009
International Finance and Economics
Teach For America September 2013 - Present
Phoenix Capital Partners, Ltd. March 2012 - May 2013
Tolleson Wealth Management April 2010 - March 2012
Southern Methodist University August 2007 - May 2010
Skills
Facebook, Blogger, Data Analysis, WordPress, Social Media, Portfolio Management, Blogging, Tumblr, Microsoft Excel, Twitter, Instagram, Hootsuite, TweetDeck, Pinterest, Google Analytics, Pertrac Analytical..., Excel, PowerPoint, Presenting Ideas, Data Management, Salesforce.com, Advent, Factset, Database Management, Financial Analysis, Presentation Preparation, Business Objects, Asana
Education
Southern Methodist University 2006 — 2010
Bachelor’s Degree, Finance
Danish Institute for Study Abroad 2009 — 2009
International Finance and Economics
Laura Goode Laura Goode's Tolleson Wealth Management Experience April 2005 - October 2005
Job Manager Trading Services at Harris Associates
Industry Financial Services
Experience
Harris Associates March 2008 - Present
Tolleson Wealth Management April 2005 - October 2005
Carlson Capital, L.P. January 2000 - April 2005
Barrow, Hanley, Mewhinney, and Strauss December 1997 - December 1999
Skills
FX Options, Accounting, Hedge Funds, Customer Service, Mutual Funds, Trading, Project Management, Budgets, Equities, Settlement, Investments, Fixed Income, Asset Management
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Harris Associates March 2008 - Present
Tolleson Wealth Management April 2005 - October 2005
Carlson Capital, L.P. January 2000 - April 2005
Barrow, Hanley, Mewhinney, and Strauss December 1997 - December 1999
Skills
FX Options, Accounting, Hedge Funds, Customer Service, Mutual Funds, Trading, Project Management, Budgets, Equities, Settlement, Investments, Fixed Income, Asset Management
Education
University of Missouri-Columbia, College of Business 1990 — 1994
BSBA, Finance
Lauren Peterson, CIA Lauren Peterson, CIA's Tolleson Wealth Management Experience January 2013 - September 2013
Job Advisory Services Senior at Ernst & Young
Industry Financial Services
Experience
EY September 2013 - Present
Tolleson Wealth Management January 2013 - September 2013
Ernst & Young June 2012 - August 2012
The Mangold Group, CPA, PC May 2011 - August 2011
Skills
Internal Controls, Internal Audit, Microsoft Excel, Finance, Account Reconciliation, Tax, PowerPoint, Financial Analysis, Financial Modeling, Microsoft Word, Accounting, Financial Reporting, Strategic Financial..., Enterprise Risk..., Auditing, Risk Management, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Financial Consulting
Westlake High School 2004 — 2009
EY September 2013 - Present
Tolleson Wealth Management January 2013 - September 2013
Ernst & Young June 2012 - August 2012
The Mangold Group, CPA, PC May 2011 - August 2011
Skills
Internal Controls, Internal Audit, Microsoft Excel, Finance, Account Reconciliation, Tax, PowerPoint, Financial Analysis, Financial Modeling, Microsoft Word, Accounting, Financial Reporting, Strategic Financial..., Enterprise Risk..., Auditing, Risk Management, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Financial Consulting
Westlake High School 2004 — 2009
W. Taylor Jessee, CPA's Tolleson Wealth Management Experience July 2013 - Present
Job Analyst Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management July 2013 - Present
PwC August 2012 - July 2013
Baylor University May 2011 - May 2012
PwC January 2011 - March 2011
Alpha Tau Omega January 2009 - May 2009
Education
Baylor University 2011 — 2012
Master's degree, Accounting
Baylor University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Tolleson Wealth Management July 2013 - Present
PwC August 2012 - July 2013
Baylor University May 2011 - May 2012
PwC January 2011 - March 2011
Alpha Tau Omega January 2009 - May 2009
Education
Baylor University 2011 — 2012
Master's degree, Accounting
Baylor University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Heather Stanislawski Heather Stanislawski's Tolleson Wealth Management Experience June 2014 - Present
Job Tax Associate, Tolleson Wealth Management
Industry Accounting
Experience
Tolleson Wealth Management June 2014 - Present
KPMG January 2014 - March 2014
The Greiner Family October 2010 - December 2013
Stanislawski & Company, Inc. C.P.A. June 2006 - December 2013
Southern Methodist University May 2011 - August 2011
Style Firm September 2009 - August 2010
Little Flower Candy Company October 2008 - August 2010
Skills
Leadership, QuickBooks, Event Planning, Fundraising, Accounting, Public Speaking, Nonprofits, English
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Junior
Tolleson Wealth Management June 2014 - Present
KPMG January 2014 - March 2014
The Greiner Family October 2010 - December 2013
Stanislawski & Company, Inc. C.P.A. June 2006 - December 2013
Southern Methodist University May 2011 - August 2011
Style Firm September 2009 - August 2010
Little Flower Candy Company October 2008 - August 2010
Skills
Leadership, QuickBooks, Event Planning, Fundraising, Accounting, Public Speaking, Nonprofits, English
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Junior
Tom Brunton, CPA Tom Brunton, CPA's Tolleson Wealth Management Experience June 2013 - May 2014
Job Senior Associate at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting April 2015 - Present
Riveron Consulting May 2014 - April 2015
Tolleson Wealth Management June 2013 - May 2014
Price Waterhouse Coopers September 2010 - June 2013
Abilene Christian University August 2009 - May 2010
Weaver June 2009 - August 2009
99p Store Limited June 2006 - August 2006
Skills
Accounting, QuickBooks, Assurance, Tax Returns, CPA, GAAP, Financial Accounting, Financial Reporting, Auditing, Internal Controls, Income Tax, Tax, General Ledger, Account Reconciliation, Financial Analysis, Accounts Receivable
Education
Abilene Christian University 2009 — 2010
MAcc, Accounting
Abilene Christian University 2006 — 2009
B.B.A, Accounting and Finance
Harding University 2006 — 2007
Lutterworth Grammar School
Riveron Consulting April 2015 - Present
Riveron Consulting May 2014 - April 2015
Tolleson Wealth Management June 2013 - May 2014
Price Waterhouse Coopers September 2010 - June 2013
Abilene Christian University August 2009 - May 2010
Weaver June 2009 - August 2009
99p Store Limited June 2006 - August 2006
Skills
Accounting, QuickBooks, Assurance, Tax Returns, CPA, GAAP, Financial Accounting, Financial Reporting, Auditing, Internal Controls, Income Tax, Tax, General Ledger, Account Reconciliation, Financial Analysis, Accounts Receivable
Education
Abilene Christian University 2009 — 2010
MAcc, Accounting
Abilene Christian University 2006 — 2009
B.B.A, Accounting and Finance
Harding University 2006 — 2007
Lutterworth Grammar School
Sarah B. Ledford's Tolleson Wealth Management Experience May 2015 - Present
Job Tax Associate at Tolleson Wealth Management
Industry Accounting
Experience
Tolleson Wealth Management May 2015 - Present
Tolleson Wealth Management January 2015 - April 2015
Children's Cancer Fund August 2014 - December 2014
Children's Cancer Fund June 2013 - August 2013
Education
Southern Methodist University 2015 — 2016
Master of Science in Accounting
Southern Methodist University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Tolleson Wealth Management May 2015 - Present
Tolleson Wealth Management January 2015 - April 2015
Children's Cancer Fund August 2014 - December 2014
Children's Cancer Fund June 2013 - August 2013
Education
Southern Methodist University 2015 — 2016
Master of Science in Accounting
Southern Methodist University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Steve Moushon Steve Moushon's Tolleson Wealth Management Experience July 2013 - Present
Job VP, Manager of Deposit Operations at Tolleson Wealth Management
Industry Banking
Experience
Tolleson Wealth Management July 2013 - Present
Bank of Texas May 2012 - July 2013
Bank of Texas July 2009 - August 2012
Bank of Texas March 2008 - June 2009
ViewPoint Bank April 2001 - January 2008
International Banking Technologies September 1998 - November 2000
Southside Bank 1997 - 1998
Skills
Leadership, Banking, Risk Management, Management, Vendor Management, Team Building, Recruiting, Sales, Retail Banking, Sales Management, Strategic Planning, Employee Training, Coaching, Finance, Project Management, Public Speaking, Project Planning, Credit, Program Management, Operations Management, Loans, Change Management, Organizational..., Time Management, Auditing, Customer Service, Goal-driven leader, Conflict Resolution, Commercial Banking, Process Improvement, New Business Development, Motivation, Compliance, Career Development..., Consumer Lending, Multi-Site Operations, Team Leadership, Mentoring, Multi-site Team..., Budgets, Performance Management, Relationship Management, Small Business Lending, Financial Services, Mortgage Banking, Bank Secrecy Act, OFAC, AML, BSA
Education
University of Texas at Tyler 1995 — 1997
Bachelor's degree
The University of Texas at Arlington 1985 — 1990
Business
Tolleson Wealth Management July 2013 - Present
Bank of Texas May 2012 - July 2013
Bank of Texas July 2009 - August 2012
Bank of Texas March 2008 - June 2009
ViewPoint Bank April 2001 - January 2008
International Banking Technologies September 1998 - November 2000
Southside Bank 1997 - 1998
Skills
Leadership, Banking, Risk Management, Management, Vendor Management, Team Building, Recruiting, Sales, Retail Banking, Sales Management, Strategic Planning, Employee Training, Coaching, Finance, Project Management, Public Speaking, Project Planning, Credit, Program Management, Operations Management, Loans, Change Management, Organizational..., Time Management, Auditing, Customer Service, Goal-driven leader, Conflict Resolution, Commercial Banking, Process Improvement, New Business Development, Motivation, Compliance, Career Development..., Consumer Lending, Multi-Site Operations, Team Leadership, Mentoring, Multi-site Team..., Budgets, Performance Management, Relationship Management, Small Business Lending, Financial Services, Mortgage Banking, Bank Secrecy Act, OFAC, AML, BSA
Education
University of Texas at Tyler 1995 — 1997
Bachelor's degree
The University of Texas at Arlington 1985 — 1990
Business
Laura Talafuse Laura Talafuse's Tolleson Wealth Management Experience January 2006 - June 2007
Job Risk Consultant at Northern Trust Company
Industry Financial Services
Experience
Northern Trust July 2011 - Present
U.S. Trust November 2007 - July 2011
Tolleson Wealth Management January 2006 - June 2007
Northern Trust January 1992 - January 2006
Skills
Investments, Wealth Management, Mutual Funds, Banking, Fiduciary Services, Fiduciary Management, Compliance
Education
University of Houston
Northern Trust July 2011 - Present
U.S. Trust November 2007 - July 2011
Tolleson Wealth Management January 2006 - June 2007
Northern Trust January 1992 - January 2006
Skills
Investments, Wealth Management, Mutual Funds, Banking, Fiduciary Services, Fiduciary Management, Compliance
Education
University of Houston
Reaghan Belfour Reaghan Belfour's Tolleson Wealth Management Experience June 2014 - Present
Job Credit Analyst at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2014 - Present
Tolleson Wealth Management May 2013 - May 2014
Kidswap Consignment January 2011 - May 2013
Club Link Highland Gate Golf Club April 2012 - August 2012
Romano’s Italian Restaurant March 2010 - August 2010
Education
Southern Methodist University 2010 — 2014
Bachelor's, Finance
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Tolleson Wealth Management June 2014 - Present
Tolleson Wealth Management May 2013 - May 2014
Kidswap Consignment January 2011 - May 2013
Club Link Highland Gate Golf Club April 2012 - August 2012
Romano’s Italian Restaurant March 2010 - August 2010
Education
Southern Methodist University 2010 — 2014
Bachelor's, Finance
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Ashley Erhart's Tolleson Wealth Management Experience May 2013 - Present
Job Operations Analyst at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management May 2013 - Present
Epsilon June 2012 - May 2013
Tolleson Wealth Management May 2011 - December 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA
Southern Methodist University 2008 — 2012
B.A.
Oxford University
Tolleson Wealth Management May 2013 - Present
Epsilon June 2012 - May 2013
Tolleson Wealth Management May 2011 - December 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BBA
Southern Methodist University 2008 — 2012
B.A.
Oxford University
Eric Bennett's Tolleson Wealth Management Experience January 1998 - March 2013
Job Executive Director at Brain Performance Institute at the UTD Center for Brain Health
Industry Nonprofit Organization Management
Experience
Brain Performance Institute at the UTD Center for Brain Health March 2013 - Present
Tolleson Wealth Management January 1998 - March 2013
PwC January 1987 - May 2003
Ernst & Young June 1993 - December 1997
Education
University of Missouri-Columbia 1984 — 1987
Bachelors of science, Finance
Brain Performance Institute at the UTD Center for Brain Health March 2013 - Present
Tolleson Wealth Management January 1998 - March 2013
PwC January 1987 - May 2003
Ernst & Young June 1993 - December 1997
Education
University of Missouri-Columbia 1984 — 1987
Bachelors of science, Finance
Carter Tolleson Carter Tolleson's Tolleson Wealth Management Experience 2013 - Present
Job President, Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management 2013 - Present
Tolleson Wealth Management 2002 - Present
Tolleson Wealth Management January 2002 - Present
Skills
Wealth Management, Private Banking, Investments, Alternative Investments, Asset Management, Strategy, Private Equity, Portfolio Management, Wealth Management..., Strategic Planning, Hedge Funds, Due Diligence, Mergers & Acquisitions, Valuation, Asset Allocation, Asset Managment, Investment Management, Financial Planning
Education
University of Arkansas at Fayetteville 1997 — 2001
BSBA, Finance, Accounting
Southwestern Graduate School of Banking at SMU 2002 — 2004
Banking
Tolleson Wealth Management 2013 - Present
Tolleson Wealth Management 2002 - Present
Tolleson Wealth Management January 2002 - Present
Skills
Wealth Management, Private Banking, Investments, Alternative Investments, Asset Management, Strategy, Private Equity, Portfolio Management, Wealth Management..., Strategic Planning, Hedge Funds, Due Diligence, Mergers & Acquisitions, Valuation, Asset Allocation, Asset Managment, Investment Management, Financial Planning
Education
University of Arkansas at Fayetteville 1997 — 2001
BSBA, Finance, Accounting
Southwestern Graduate School of Banking at SMU 2002 — 2004
Banking
Jacob Talley's Tolleson Wealth Management Experience January 2008 - April 2008
Job Operations Manager at Executive Security Systems
Industry Security and Investigations
Experience
Executive Security Systems October 2012 - Present
Whelan Security January 2011 - September 2012
SYSTEMSgroup Protective Services April 2008 - September 2010
Tolleson Wealth Management January 2008 - April 2008
SGI Protective Services October 2006 - January 2008
iidon Security Associates May 2003 - September 2006
Skills
Security Management, Security Operations, Private Investigations, Emergency Management, Access Control, Physical Security, Security, Surveillance, Policy Analysis, Customer Service, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Crisis Management, Policy, Security Training, Counterterrorism, Vulnerability Assessment, Asset Protection, Crowd Control, Investigation, Internal Investigations, Firearms, Workplace Violence, Supervisory Skills, Loss Prevention, Alarm Systems, Background Checks, Business Continuity, CCTV, Close Protection, Corporate Security, Enforcement, Leadership, Personal Protection, Personal Security, Protection, Risk Assessment, Security Audits, Security Awareness, Security Clearance, Tactics, Training, Weapons, Police
Education
Northwestern State University 1995 — 1998
Music Education
Lufkin High School 1992 — 1995
Executive Security Systems October 2012 - Present
Whelan Security January 2011 - September 2012
SYSTEMSgroup Protective Services April 2008 - September 2010
Tolleson Wealth Management January 2008 - April 2008
SGI Protective Services October 2006 - January 2008
iidon Security Associates May 2003 - September 2006
Skills
Security Management, Security Operations, Private Investigations, Emergency Management, Access Control, Physical Security, Security, Surveillance, Policy Analysis, Customer Service, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Crisis Management, Policy, Security Training, Counterterrorism, Vulnerability Assessment, Asset Protection, Crowd Control, Investigation, Internal Investigations, Firearms, Workplace Violence, Supervisory Skills, Loss Prevention, Alarm Systems, Background Checks, Business Continuity, CCTV, Close Protection, Corporate Security, Enforcement, Leadership, Personal Protection, Personal Security, Protection, Risk Assessment, Security Audits, Security Awareness, Security Clearance, Tactics, Training, Weapons, Police
Education
Northwestern State University 1995 — 1998
Music Education
Lufkin High School 1992 — 1995
Brittyn Russell Brender, CFP®, CPWA® Brittyn Russell Brender, CFP®, CPWA®'s Tolleson Wealth Management Experience September 2011 - Present
Job Senior Vice President Director of Private Trust
Industry Financial Services
Experience
Tolleson Wealth Management September 2011 - Present
Tolleson Wealth Management November 2006 - September 2011
Education
Baylor University
Baylor University School of Law
Tolleson Wealth Management September 2011 - Present
Tolleson Wealth Management November 2006 - September 2011
Education
Baylor University
Baylor University School of Law
Kal Grant Kal Grant's Tolleson Wealth Management Experience June 2014 - Present
Job Managing Director, Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2014 - Present
JPMorgan Chase Bank, NA August 2005 - July 2014
Thompson & Knight LLP August 1999 - August 2005
Winstead PC August 1998 - August 1999
McAfee & Taft August 1994 - August 1998
Brinker International August 1989 - August 1991
Education
Southern Methodist University Dedman School of Law 1999 — 2000
LL.M., Taxation
Texas Tech University School of Law 1991 — 1994
Doctor of Law (J.D.)
Southern Methodist University 1984 — 1988
B.B.A., Accounting
St. Paul Academy and Summit School 1981 — 1984
Tolleson Wealth Management June 2014 - Present
JPMorgan Chase Bank, NA August 2005 - July 2014
Thompson & Knight LLP August 1999 - August 2005
Winstead PC August 1998 - August 1999
McAfee & Taft August 1994 - August 1998
Brinker International August 1989 - August 1991
Education
Southern Methodist University Dedman School of Law 1999 — 2000
LL.M., Taxation
Texas Tech University School of Law 1991 — 1994
Doctor of Law (J.D.)
Southern Methodist University 1984 — 1988
B.B.A., Accounting
St. Paul Academy and Summit School 1981 — 1984
Austin Reynolds Austin Reynolds's Tolleson Wealth Management Experience July 2015 - Present
Job Senior Analyst, Investments at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management August 2014 - July 2015
Argentus Partners, LLC July 2012 - July 2014
SummitAlliance Investment Group June 2011 - July 2011
Reynolds Sign May 2008 - May 2011
Success Company, LLC May 2007 - August 2007
Skills
Investments, Accounting, Due Diligence, Mutual Funds, Microsoft Excel, Management, Microsoft Office, Finance, Excel, Financial Modeling, Bloomberg, PowerPoint, Word, Valuation, Market Research
Education
University of Oklahoma 2008 — 2012
BBA, Finance and Marketing
Highland Park High School 2004 — 2008
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management August 2014 - July 2015
Argentus Partners, LLC July 2012 - July 2014
SummitAlliance Investment Group June 2011 - July 2011
Reynolds Sign May 2008 - May 2011
Success Company, LLC May 2007 - August 2007
Skills
Investments, Accounting, Due Diligence, Mutual Funds, Microsoft Excel, Management, Microsoft Office, Finance, Excel, Financial Modeling, Bloomberg, PowerPoint, Word, Valuation, Market Research
Education
University of Oklahoma 2008 — 2012
BBA, Finance and Marketing
Highland Park High School 2004 — 2008
CJ Camerato's Tolleson Wealth Management Experience January 2015 - Present
Job Senior Analyst at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management January 2015 - Present
Tolleson Wealth Management June 2012 - January 2015
Tolleson Wealth Management May 2011 - May 2012
Taos Community Foundation August 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Research, Marketing Communications, Accounting, Outlook, Management, Project Management, Team Building, Time Management, Financial Reporting, Leadership, Financial Modeling, English, Business Strategy, Data Analysis, Salesforce.com, Editing, Budgets
Education
Southern Methodist University 2008 — 2012
BBA; BS, Finance; Economics with Finance Applications, Magna Cum Laude
Newton North High School 2004 — 2008
Tolleson Wealth Management January 2015 - Present
Tolleson Wealth Management June 2012 - January 2015
Tolleson Wealth Management May 2011 - May 2012
Taos Community Foundation August 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Financial Analysis, Research, Marketing Communications, Accounting, Outlook, Management, Project Management, Team Building, Time Management, Financial Reporting, Leadership, Financial Modeling, English, Business Strategy, Data Analysis, Salesforce.com, Editing, Budgets
Education
Southern Methodist University 2008 — 2012
BBA; BS, Finance; Economics with Finance Applications, Magna Cum Laude
Newton North High School 2004 — 2008
Murrey Wanstrath CFA, CPA Murrey Wanstrath CFA, CPA's Tolleson Wealth Management Experience November 2012 - December 2013
Job CFO at rewardStyle
Industry Information Technology and Services
Experience
rewardStyle December 2013 - Present
Tolleson Wealth Management November 2012 - December 2013
Tolleson Wealth Management April 2011 - October 2012
Terra Nova Financial Group 2007 - April 2011
Terra Nova Financial Group August 2006 - April 2009
Bonanza Capital October 2005 - 2008
Ernst & Young 2004 - 2004
HIBERNIA SOUTHCOAST CAPITAL 2001 - 2004
Ernst & Young January 1999 - November 2001
Skills
Contract Negotiation, Collaborative, Decision Making, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Investments, Strategy, Private Equity, Finance, Managerial Finance, Portfolio Management, Business Strategy, Accounting, Analysis, Leadership, Securities, Industrial Sector, Risk Management, Mergers, Management, Auditing, Asset Management, Hedge Funds, SEC filings, Financial Analysis, Alternative Investments, Cash Flow, Equities, Financial Reporting, Mentoring, MySQL
Education
University of Arkansas 1991 — 1996
BA, Accounting
Texas High School 1987 — 1991
rewardStyle December 2013 - Present
Tolleson Wealth Management November 2012 - December 2013
Tolleson Wealth Management April 2011 - October 2012
Terra Nova Financial Group 2007 - April 2011
Terra Nova Financial Group August 2006 - April 2009
Bonanza Capital October 2005 - 2008
Ernst & Young 2004 - 2004
HIBERNIA SOUTHCOAST CAPITAL 2001 - 2004
Ernst & Young January 1999 - November 2001
Skills
Contract Negotiation, Collaborative, Decision Making, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Investments, Strategy, Private Equity, Finance, Managerial Finance, Portfolio Management, Business Strategy, Accounting, Analysis, Leadership, Securities, Industrial Sector, Risk Management, Mergers, Management, Auditing, Asset Management, Hedge Funds, SEC filings, Financial Analysis, Alternative Investments, Cash Flow, Equities, Financial Reporting, Mentoring, MySQL
Education
University of Arkansas 1991 — 1996
BA, Accounting
Texas High School 1987 — 1991
Jennifer Kirksey Jennifer Kirksey's Tolleson Wealth Management Experience July 2013 - Present
Job Director, Client Operations at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management July 2013 - Present
Tolleson Wealth Management July 2011 - July 2013
Smith Barney January 2001 - June 2003
Skills
Asset Management, Portfolio Management, Financial Analysis, Alternative Investments, Wealth Management, Private Equity, Client Services, Financial Modeling, Equities, Hedge Funds, Investments, Asset Allocation, Bloomberg, Banking, Valuation
Education
Southern Methodist University 1999 — 2003
BBA, Finance
Tolleson Wealth Management July 2013 - Present
Tolleson Wealth Management July 2011 - July 2013
Smith Barney January 2001 - June 2003
Skills
Asset Management, Portfolio Management, Financial Analysis, Alternative Investments, Wealth Management, Private Equity, Client Services, Financial Modeling, Equities, Hedge Funds, Investments, Asset Allocation, Bloomberg, Banking, Valuation
Education
Southern Methodist University 1999 — 2003
BBA, Finance
Annette Pacheco Annette Pacheco's Tolleson Wealth Management Experience March 2012 - June 2014
Job Analyst at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2014 - Present
Tolleson Wealth Management March 2012 - June 2014
JPMorgan Chase July 2005 - February 2012
Skills
Excel, Word,..., Trust Accounting and..., Ability to work in a..., Strong leadership and..., Excellent..., Knowledge of Custody..., Accounting, Accounts Payable, Banking, Securities, Investments, Financial Analysis
Education
The University of Texas at Arlington 2001 — 2005
Bachelor in Business Administration, Major: Finance
Freddie Mac June 2014 - Present
Tolleson Wealth Management March 2012 - June 2014
JPMorgan Chase July 2005 - February 2012
Skills
Excel, Word,..., Trust Accounting and..., Ability to work in a..., Strong leadership and..., Excellent..., Knowledge of Custody..., Accounting, Accounts Payable, Banking, Securities, Investments, Financial Analysis
Education
The University of Texas at Arlington 2001 — 2005
Bachelor in Business Administration, Major: Finance
Josh Morris, CPA/PFS, CFP® Josh Morris, CPA/PFS, CFP®'s Tolleson Wealth Management Experience July 2012 - September 2013
Job Financial Planner at Strategic Financial Planning
Industry Financial Services
Experience
Strategic Financial Planning August 2015 - Present
Strait Capital Company Ltd September 2013 - August 2015
Tolleson Wealth Management July 2012 - September 2013
Ernst & Young July 2009 - July 2012
Geek Squad May 2007 - June 2009
Ernst & Young June 2008 - August 2008
INTEGRIS Health May 2006 - April 2008
Skills
Tax, Personal Finance, Accounting, Financial Analysis, CPA, Income Tax, Tax Accounting, Corporate Tax, Strategic Financial..., Tax Preparation, Microsoft Excel, High Net Worth..., Investments, Wealth Management, Financial Planners, Finance, Estate Planning, Tax Returns, Financial Planning
Education
Southern Methodist University 2013 — 2013
Certificate Program in Financial Planning
Oklahoma Christian University 2005 — 2009
BBA, Accounting
Strategic Financial Planning August 2015 - Present
Strait Capital Company Ltd September 2013 - August 2015
Tolleson Wealth Management July 2012 - September 2013
Ernst & Young July 2009 - July 2012
Geek Squad May 2007 - June 2009
Ernst & Young June 2008 - August 2008
INTEGRIS Health May 2006 - April 2008
Skills
Tax, Personal Finance, Accounting, Financial Analysis, CPA, Income Tax, Tax Accounting, Corporate Tax, Strategic Financial..., Tax Preparation, Microsoft Excel, High Net Worth..., Investments, Wealth Management, Financial Planners, Finance, Estate Planning, Tax Returns, Financial Planning
Education
Southern Methodist University 2013 — 2013
Certificate Program in Financial Planning
Oklahoma Christian University 2005 — 2009
BBA, Accounting
Ginnie Baker, MS, CFP ® Ginnie Baker, MS, CFP ®'s Tolleson Wealth Management Experience August 2015 - Present
Job Analyst, Client Advisory Team at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management August 2015 - Present
FJY Financial July 2012 - July 2015
South Plains Compost July 2005 - June 2012
Texas Tech University August 2010 - May 2012
FJY Financial May 2011 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Excel, Customer Relations, Outlook
Education
Texas Tech University 2010 — 2012
MS
Texas Tech University - Rawls College of Business 2006 — 2008
Bachelor of Business Administration
Tolleson Wealth Management August 2015 - Present
FJY Financial July 2012 - July 2015
South Plains Compost July 2005 - June 2012
Texas Tech University August 2010 - May 2012
FJY Financial May 2011 - October 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Excel, Customer Relations, Outlook
Education
Texas Tech University 2010 — 2012
MS
Texas Tech University - Rawls College of Business 2006 — 2008
Bachelor of Business Administration
Josh Coury, CFA Josh Coury, CFA's Tolleson Wealth Management Experience December 2013 - Present
Job Client Advisory Team, Tolleson Wealth Management
Industry Investment Management
Peter Baldwin Peter Baldwin's Tolleson Wealth Management Experience June 2009 - Present
Job Senior Private Equity Analyst at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management June 2009 - Present
BeeHired May 2008 - November 2009
Education
Southern Methodist University 2006 — 2009
Financial Consulting, Finance and Accounting
Tolleson Wealth Management June 2009 - Present
BeeHired May 2008 - November 2009
Education
Southern Methodist University 2006 — 2009
Financial Consulting, Finance and Accounting
Michelle Terrio Michelle Terrio's Tolleson Wealth Management Experience 2004 - 2007
Job Senior Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
BNY Mellon Wealth Management July 2008 - December 2013
Tolleson Wealth Management 2004 - 2007
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Wealth, Asset Allocation, Client Service, Investment Management, Financial Advisory, Financial Planners, Fiduciary Management, Trust Administration, Asset Managment, High Net Worth..., Strategic Financial..., Investment Advisory, Manage Client..., Financial Services, Wealth Management..., Relationship Management, Client Services, Asset Management
Education
Baylor University - Hankamer School of Business 1998 — 2002
B.B.A., Financial Services & Planning
Trinity Christian Academy 1994 — 1998
BNY Mellon Wealth Management December 2013 - Present
BNY Mellon Wealth Management July 2008 - December 2013
Tolleson Wealth Management 2004 - 2007
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Wealth, Asset Allocation, Client Service, Investment Management, Financial Advisory, Financial Planners, Fiduciary Management, Trust Administration, Asset Managment, High Net Worth..., Strategic Financial..., Investment Advisory, Manage Client..., Financial Services, Wealth Management..., Relationship Management, Client Services, Asset Management
Education
Baylor University - Hankamer School of Business 1998 — 2002
B.B.A., Financial Services & Planning
Trinity Christian Academy 1994 — 1998
Shannon Listorti's Tolleson Wealth Management Experience August 2014 - Present
Job Strategic Communicator | Marketing Professional
Industry Public Relations and Communications
Experience
Tolleson Wealth Management August 2014 - Present
Ballet Concerto March 2014 - August 2014
Texas Christian University August 2013 - August 2014
TCU College of Science and Engineering August 2013 - February 2014
Freese and Nichols May 2011 - August 2013
Crimson Marketing and Public Relations (CMPR) February 2011 - February 2011
Make-A-Wish Foundation of North Texas May 2010 - October 2010
Skills
Public Relations, Social Media, Blogging, Writing, Event Planning, Public Involvement, Adobe Creative Suite, AP Style, APA, Salesforce.com, Constant Contact, Emma Email Campaign...
Education
Texas Christian University 2013 — 2015
Master of Science (MS), Strategic Communication, Academic Research, Social Media, 4.0
Texas Christian University 2008 — 2012
Bachelor of Science (BS) Strategic Communication, Public Relations, Advertising, Social Media, Writing, Psychology, 3.74
Tolleson Wealth Management August 2014 - Present
Ballet Concerto March 2014 - August 2014
Texas Christian University August 2013 - August 2014
TCU College of Science and Engineering August 2013 - February 2014
Freese and Nichols May 2011 - August 2013
Crimson Marketing and Public Relations (CMPR) February 2011 - February 2011
Make-A-Wish Foundation of North Texas May 2010 - October 2010
Skills
Public Relations, Social Media, Blogging, Writing, Event Planning, Public Involvement, Adobe Creative Suite, AP Style, APA, Salesforce.com, Constant Contact, Emma Email Campaign...
Education
Texas Christian University 2013 — 2015
Master of Science (MS), Strategic Communication, Academic Research, Social Media, 4.0
Texas Christian University 2008 — 2012
Bachelor of Science (BS) Strategic Communication, Public Relations, Advertising, Social Media, Writing, Psychology, 3.74
Emily Rogers, CPA Emily Rogers, CPA's Tolleson Wealth Management Experience February 2002 - May 2003
Job Associate Partner at SNI Financial (formerly Q&A Recruiting)
Industry Staffing and Recruiting
Experience
SNI Financial (Formerly Q&A Recruiting) March 2006 - Present
American Airlines May 2003 - March 2006
Tolleson Wealth Management February 2002 - May 2003
Ernst & Young July 2000 - February 2002
Skills
Tax, Accounting, Big 4, Hiring, Audit, Financial Reporting, Financial Planning, Auditing, General Ledger, SOX, SEC reporting, FASB, Internal Controls, Internal Audit, Financial Accounting, Financial Analysis, IFRS, Consolidation, Sarbanes-Oxley Act, SEC filings, Screening Resumes, Interviews, Payroll, Sourcing, Sarbanes-Oxley, Enterprise Risk..., Strategic Financial...
Education
Texas A&M University 1999 — 2000
MS, Accounting
Texas A&M University 1995 — 1999
BBA, Accounting
SNI Financial (Formerly Q&A Recruiting) March 2006 - Present
American Airlines May 2003 - March 2006
Tolleson Wealth Management February 2002 - May 2003
Ernst & Young July 2000 - February 2002
Skills
Tax, Accounting, Big 4, Hiring, Audit, Financial Reporting, Financial Planning, Auditing, General Ledger, SOX, SEC reporting, FASB, Internal Controls, Internal Audit, Financial Accounting, Financial Analysis, IFRS, Consolidation, Sarbanes-Oxley Act, SEC filings, Screening Resumes, Interviews, Payroll, Sourcing, Sarbanes-Oxley, Enterprise Risk..., Strategic Financial...
Education
Texas A&M University 1999 — 2000
MS, Accounting
Texas A&M University 1995 — 1999
BBA, Accounting
Marianna Goltsova Fife, CFP® Marianna Goltsova Fife, CFP®'s Tolleson Wealth Management Experience January 2014 - Present
Job Manager, Client Advisory Team at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management January 2014 - Present
Tolleson Wealth Management April 2010 - December 2013
FTI Consulting July 2007 - November 2009
Alvarez & Marsal May 2006 - August 2006
Education
Southern Methodist University 2010 — 2012
Certificate Program in Financial Planning
The University of Texas at Austin 2003 — 2007
BBA, Finance
Tolleson Wealth Management January 2014 - Present
Tolleson Wealth Management April 2010 - December 2013
FTI Consulting July 2007 - November 2009
Alvarez & Marsal May 2006 - August 2006
Education
Southern Methodist University 2010 — 2012
Certificate Program in Financial Planning
The University of Texas at Austin 2003 — 2007
BBA, Finance
Emily Eisenhauer, Financial Advisor, MBA Emily Eisenhauer, Financial Advisor, MBA's Tolleson Wealth Management Experience September 2011 - July 2012
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Wealth Management November 2013 - Present
Caliber Home Loans (Formerly Vericrest Financial) July 2012 - July 2013
Tolleson Wealth Management September 2011 - July 2012
Nationstar Mortgage June 2009 - September 2011
CitiMortgage April 2002 - January 2009
CitiFinancial Mortgage August 2003 - September 2006
CitiFinancial Mortgage April 2002 - August 2003
Verio / NTT May 1999 - March 2002
Skills
Marketing Strategy, Brand Management, Advertising, Management, Business Analysis, Strategy, Vendor Management, Marketing Management, Public Relations, Leadership, Integrated Marketing, CRM, B2B, Market Research, Project Management, Analytics, Business Development, Corporate Communications, Financial Analysis, Event Planning, Event Management, Marketing, Sales, Budgets, Mergers & Acquisitions, Program Management, Email Marketing, Marketing Communications, Segmentation, Trade Shows
Education
Southern Methodist University - Cox School of Business 2005 — 2006
MBA, Dual Emphasis: Marketing and Entrepreneurial Strategy
University of Denver
BA, Mass Communications / Public Relations / Business
Merrill Lynch Wealth Management November 2013 - Present
Caliber Home Loans (Formerly Vericrest Financial) July 2012 - July 2013
Tolleson Wealth Management September 2011 - July 2012
Nationstar Mortgage June 2009 - September 2011
CitiMortgage April 2002 - January 2009
CitiFinancial Mortgage August 2003 - September 2006
CitiFinancial Mortgage April 2002 - August 2003
Verio / NTT May 1999 - March 2002
Skills
Marketing Strategy, Brand Management, Advertising, Management, Business Analysis, Strategy, Vendor Management, Marketing Management, Public Relations, Leadership, Integrated Marketing, CRM, B2B, Market Research, Project Management, Analytics, Business Development, Corporate Communications, Financial Analysis, Event Planning, Event Management, Marketing, Sales, Budgets, Mergers & Acquisitions, Program Management, Email Marketing, Marketing Communications, Segmentation, Trade Shows
Education
Southern Methodist University - Cox School of Business 2005 — 2006
MBA, Dual Emphasis: Marketing and Entrepreneurial Strategy
University of Denver
BA, Mass Communications / Public Relations / Business
Walter Jacinto Walter Jacinto's Tolleson Wealth Management Experience January 2014 - Present
Job Enterprise Architecture | Application Integration | ITIL | ITSM | Disaster Recovery | IT Security
Industry Information Technology and Services
Experience
Tolleson Wealth Management January 2014 - Present
Society of Petroleum Engineers March 2012 - January 2014
Furmanite Worldwide October 2008 - March 2012
The Staubach Company October 2005 - October 2008
Dallas Symphony Association November 2001 - September 2005
EDS Group January 1995 - October 2001
Micrografx June 1991 - December 1994
Skills
Data Center, Change Management, Project Management, ITIL, Cross-functional Team..., Enterprise Architecture, IT Management, Integration, Program Management, Management, Leadership, Disaster Recovery, Strategy, Security, Software Documentation, ERP, Risk Management, Networking, Enterprise Software, Analysis, IT Service Management, Vendor Management, Information Technology, IT Strategy
Education
Dallas Baptist University 1994 — 1996
MBA, Management/International Business
The University of Texas at El Paso 1984 — 1989
BBA, Management Information Systems and Services
Tolleson Wealth Management January 2014 - Present
Society of Petroleum Engineers March 2012 - January 2014
Furmanite Worldwide October 2008 - March 2012
The Staubach Company October 2005 - October 2008
Dallas Symphony Association November 2001 - September 2005
EDS Group January 1995 - October 2001
Micrografx June 1991 - December 1994
Skills
Data Center, Change Management, Project Management, ITIL, Cross-functional Team..., Enterprise Architecture, IT Management, Integration, Program Management, Management, Leadership, Disaster Recovery, Strategy, Security, Software Documentation, ERP, Risk Management, Networking, Enterprise Software, Analysis, IT Service Management, Vendor Management, Information Technology, IT Strategy
Education
Dallas Baptist University 1994 — 1996
MBA, Management/International Business
The University of Texas at El Paso 1984 — 1989
BBA, Management Information Systems and Services
Tracy Fulton Tracy Fulton's Tolleson Wealth Management Experience Board MemberSammons Center for the Arts2000 - 2013
Job Senior Vice President at Tolleson Wealth Management
Industry Banking
Experience
Tolleson Wealth Management Board MemberSammons Center for the Arts2000 - 2013
Northern Trust 2006 - 2008
Bank of America July 1977 - February 2005
Bank of America Premier Banking & Investments 2002 - 2005
Banc of America Investments 2000 - 2004
Skills
Banking, Wealth Management, Investments, Commercial Banking, Portfolio Management, Commercial Lending, Credit, Asset Management, Private Banking, Asset Allocation, Investment Management, Investment Strategies
Education
Midwestern State University 1977 — 1980
BBA, Finance
Wichita Falls High School 1974 — 1977
Tolleson Wealth Management Board MemberSammons Center for the Arts2000 - 2013
Northern Trust 2006 - 2008
Bank of America July 1977 - February 2005
Bank of America Premier Banking & Investments 2002 - 2005
Banc of America Investments 2000 - 2004
Skills
Banking, Wealth Management, Investments, Commercial Banking, Portfolio Management, Commercial Lending, Credit, Asset Management, Private Banking, Asset Allocation, Investment Management, Investment Strategies
Education
Midwestern State University 1977 — 1980
BBA, Finance
Wichita Falls High School 1974 — 1977
Jessica (North) Boghetich, CFP® Jessica (North) Boghetich, CFP®'s Tolleson Wealth Management Experience January 2011 - March 2013
Job Director at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele January 2014 - Present
Robertson, Griege & Thoele April 2013 - December 2013
Tolleson Wealth Management January 2011 - March 2013
Tolleson Wealth Management June 2008 - March 2011
Tolleson Wealth Management May 2007 - August 2007
Skills
Hedge Funds, Financial Modeling, Wealth Management, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Investment Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, BS, Finance, Political Science
Robertson, Griege & Thoele January 2014 - Present
Robertson, Griege & Thoele April 2013 - December 2013
Tolleson Wealth Management January 2011 - March 2013
Tolleson Wealth Management June 2008 - March 2011
Tolleson Wealth Management May 2007 - August 2007
Skills
Hedge Funds, Financial Modeling, Wealth Management, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Investment Management, Strategic Financial...
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, BS, Finance, Political Science
Brandon Turner, CFP ® Brandon Turner, CFP ®'s Tolleson Wealth Management Experience July 2015 - Present
Job Manger at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management July 2013 - June 2015
Tolleson Wealth Management June 2010 - June 2013
Skills
Financial Analysis, Investments, Strategic Financial..., Asset Management, Asset Allocation, Alternative Investments, Microsoft Excel, Microsoft Word, Investment Strategies, Wealth Management, PowerPoint, Accounting, Valuation, Portfolio Management, Excel, Financial Planning, Word
Education
Texas Tech University 2008 — 2010
MS, Personal Financial Planning
Rawls College of Business at Texas Tech University 2008 — 2010
Master of Business Administration (MBA)
Rawls College of Business at Texas Tech University 2004 — 2008
BBA, Management
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management July 2013 - June 2015
Tolleson Wealth Management June 2010 - June 2013
Skills
Financial Analysis, Investments, Strategic Financial..., Asset Management, Asset Allocation, Alternative Investments, Microsoft Excel, Microsoft Word, Investment Strategies, Wealth Management, PowerPoint, Accounting, Valuation, Portfolio Management, Excel, Financial Planning, Word
Education
Texas Tech University 2008 — 2010
MS, Personal Financial Planning
Rawls College of Business at Texas Tech University 2008 — 2010
Master of Business Administration (MBA)
Rawls College of Business at Texas Tech University 2004 — 2008
BBA, Management
Ashley Stephenson Ashley Stephenson's Tolleson Wealth Management Experience June 2014 - Present
Job Administrative Assistant at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2014 - Present
Matrix Resources July 2012 - May 2014
St. Paul Place Acquisition Partners December 2011 - April 2012
Quest Records & Reporting May 2007 - October 2011
Skills
General Administrative..., Microsoft Office, Microsoft Word, Customer Service, Professional Services, Contract Recruitment, Social Networking, Resume Writing, Freelance Writing, WordPress, Copy Editing, Social Media, Human Resources, Social Media Marketing, IT Staffing, Staffing Services, Onboarding, Litigation Support, Writing
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Arts (B.A.), Literary Studies
Southern Methodist University 2007 — 2008
University of Missouri-Columbia 2005 — 2006
Journalism
The Episcopal School of Dallas
Tolleson Wealth Management June 2014 - Present
Matrix Resources July 2012 - May 2014
St. Paul Place Acquisition Partners December 2011 - April 2012
Quest Records & Reporting May 2007 - October 2011
Skills
General Administrative..., Microsoft Office, Microsoft Word, Customer Service, Professional Services, Contract Recruitment, Social Networking, Resume Writing, Freelance Writing, WordPress, Copy Editing, Social Media, Human Resources, Social Media Marketing, IT Staffing, Staffing Services, Onboarding, Litigation Support, Writing
Education
The University of Texas at Dallas 2010 — 2013
Bachelor of Arts (B.A.), Literary Studies
Southern Methodist University 2007 — 2008
University of Missouri-Columbia 2005 — 2006
Journalism
The Episcopal School of Dallas
Megan Minns Megan Minns's Tolleson Wealth Management Experience August 2012 - October 2013
Job Recruiting Coordinator at Quantlab Financial
Industry Human Resources
Experience
Quantlab Financial, LLC May 2014 - Present
Megan Minns January 2014 - Present
Conestoga-Rovers & Associates (CRA) October 2013 - April 2014
Tolleson Wealth Management August 2012 - October 2013
HFF June 2012 - August 2012
The Children's Museum of the Brazos Valley January 2012 - May 2012
A Moment in Time, LLC September 2011 - May 2012
Skills
Onboarding, Interviews, Employee Relations, Leadership Development, Human Resources, Recruiting, Time Management, Sourcing, Public Speaking, Employee Training, Training, Taleo, Applicant Tracking..., Talent Acquisition, Event Planning, Organizing, Adobe Creative Suite, Labor Relations, Photoshop, InDesign, Illustrator, Vector Illustration
Education
Abilene Christian University 2012 — 2014
Master's Degree, Organizational and Human Resource Development
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Psychology
Liberty Christian School 2004 — 2008
Quantlab Financial, LLC May 2014 - Present
Megan Minns January 2014 - Present
Conestoga-Rovers & Associates (CRA) October 2013 - April 2014
Tolleson Wealth Management August 2012 - October 2013
HFF June 2012 - August 2012
The Children's Museum of the Brazos Valley January 2012 - May 2012
A Moment in Time, LLC September 2011 - May 2012
Skills
Onboarding, Interviews, Employee Relations, Leadership Development, Human Resources, Recruiting, Time Management, Sourcing, Public Speaking, Employee Training, Training, Taleo, Applicant Tracking..., Talent Acquisition, Event Planning, Organizing, Adobe Creative Suite, Labor Relations, Photoshop, InDesign, Illustrator, Vector Illustration
Education
Abilene Christian University 2012 — 2014
Master's Degree, Organizational and Human Resource Development
Texas A&M University 2008 — 2012
Bachelor of Science (BS), Psychology
Liberty Christian School 2004 — 2008
Tracey L. Reyes Tracey L. Reyes's Tolleson Wealth Management Experience October 2013 - Present
Job Assistant Vice President and Trust Officer at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management October 2013 - Present
Hayes & Wilson, PLLC June 2010 - October 2013
The Strong Firm P.C. August 2008 - May 2010
Simoneaux and Frye, PLLC 2006 - 2008
U.S. Magistrate Judge Stephen Wm. Smith May 2006 - August 2006
Skills
Wills, Trusts, Hearings, Corporate Governance, Estate Law, Estate Administration, Document Drafting, Powers of Attorney, Dispute Resolution, Breach Of Contract, Estate Tax Planning, Tax, Succession Planning
Education
South Texas College of Law 2005 — 2008
JD
The University of Texas at Austin 2001 — 2005
BAs, Government, History
Tolleson Wealth Management October 2013 - Present
Hayes & Wilson, PLLC June 2010 - October 2013
The Strong Firm P.C. August 2008 - May 2010
Simoneaux and Frye, PLLC 2006 - 2008
U.S. Magistrate Judge Stephen Wm. Smith May 2006 - August 2006
Skills
Wills, Trusts, Hearings, Corporate Governance, Estate Law, Estate Administration, Document Drafting, Powers of Attorney, Dispute Resolution, Breach Of Contract, Estate Tax Planning, Tax, Succession Planning
Education
South Texas College of Law 2005 — 2008
JD
The University of Texas at Austin 2001 — 2005
BAs, Government, History
Nikki Chapman's Tolleson Wealth Management Experience September 2014 - April 2015
Job MSA Student at Southern Methodist University
Industry Accounting
Experience
Tolleson Wealth Management September 2014 - April 2015
PwC January 2014 - March 2014
Skills
Accounting, Microsoft Excel, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Tax, Internal Controls, Financial Modeling, Corporate Finance, General Ledger, Account Reconciliation, Finance, Access, Accounts Payable, Cash Flow, PowerPoint, Microsoft Word, Accounts Receivable, Forecasting, Budgets
Education
Southern Methodist University 2010 — 2014
Bachelor's Degree, BBA in Accounting, BA in Spanish, CPA Eligible May 2015
SMU-in-Madrid 2012 — 2012
Spanish
Rockwall-Heath High School 2006 — 2010
High School
Tolleson Wealth Management September 2014 - April 2015
PwC January 2014 - March 2014
Skills
Accounting, Microsoft Excel, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Tax, Internal Controls, Financial Modeling, Corporate Finance, General Ledger, Account Reconciliation, Finance, Access, Accounts Payable, Cash Flow, PowerPoint, Microsoft Word, Accounts Receivable, Forecasting, Budgets
Education
Southern Methodist University 2010 — 2014
Bachelor's Degree, BBA in Accounting, BA in Spanish, CPA Eligible May 2015
SMU-in-Madrid 2012 — 2012
Spanish
Rockwall-Heath High School 2006 — 2010
High School
Heather Guidry, CRCS's Tolleson Wealth Management Experience April 2015 - Present
Job Compliance Analyst Bank Officer at Tolleson Wealth Management
Industry Banking
Experience
Tolleson Wealth Management April 2015 - Present
Texas Trust Credit Union February 2015 - April 2015
Texas Trust Credit Union June 2013 - January 2015
Goodrich Postnikoff & Associates, LLP May 2006 - June 2013
Skills
Mortgage Lending, Finance, Risk Management, Customer Service, Banking, Management, Training, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Outlook, Human Resources, English, Windows, Sales
Education
Texas Wesleyan University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, 3.51
Texas Wesleyan University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Tolleson Wealth Management April 2015 - Present
Texas Trust Credit Union February 2015 - April 2015
Texas Trust Credit Union June 2013 - January 2015
Goodrich Postnikoff & Associates, LLP May 2006 - June 2013
Skills
Mortgage Lending, Finance, Risk Management, Customer Service, Banking, Management, Training, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Outlook, Human Resources, English, Windows, Sales
Education
Texas Wesleyan University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, 3.51
Texas Wesleyan University 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General
Katherine Moreno's Tolleson Wealth Management Experience July 2015 - Present
Job Senior Performance Reporting Analyst at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management January 2013 - July 2015
Tolleson Wealth Management July 2011 - December 2012
Tolleson Wealth Management May 2010 - August 2010
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management January 2013 - July 2015
Tolleson Wealth Management July 2011 - December 2012
Tolleson Wealth Management May 2010 - August 2010
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Rob Dee Rob Dee's Tolleson Wealth Management Experience June 2015 - Present
Job Analyst at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management June 2015 - Present
Tolleson Wealth Management June 2014 - July 2015
Holmes Murphy & Associates June 2013 - August 2013
Education
Southern Methodist University 2011 — 2015
Bachelor of Arts (B.A.), Finance, General
Southern Methodist University 2011 — 2015
Bachelor of Science (B.S.), Economics
Tolleson Wealth Management June 2015 - Present
Tolleson Wealth Management June 2014 - July 2015
Holmes Murphy & Associates June 2013 - August 2013
Education
Southern Methodist University 2011 — 2015
Bachelor of Arts (B.A.), Finance, General
Southern Methodist University 2011 — 2015
Bachelor of Science (B.S.), Economics
Michael J. Anderson, JD, CFP ® Michael J. Anderson, JD, CFP ®'s Tolleson Wealth Management Experience 2007 - 2008
Job Wealth Manager at True North Advisors
Industry Financial Services
Experience
True North Advisors 2009 - Present
Tolleson Wealth Management 2007 - 2008
Evensky & Katz 2003 - 2007
Texas Army National Guard 2000 - 2002
U.S. Army 1996 - 2000
Education
Texas Tech University 2001 — 2003
Master of Science, Personal Financial Planning
Texas Tech University School of Law 2000 — 2003
Doctor of Jurisprudence, Law
Seattle University 1992 — 1996
Bachelor of Arts, Criminal Justice
Cascade High School 1988 — 1992
Diploma
True North Advisors 2009 - Present
Tolleson Wealth Management 2007 - 2008
Evensky & Katz 2003 - 2007
Texas Army National Guard 2000 - 2002
U.S. Army 1996 - 2000
Education
Texas Tech University 2001 — 2003
Master of Science, Personal Financial Planning
Texas Tech University School of Law 2000 — 2003
Doctor of Jurisprudence, Law
Seattle University 1992 — 1996
Bachelor of Arts, Criminal Justice
Cascade High School 1988 — 1992
Diploma
Meredith Walker's Tolleson Wealth Management Experience November 2013 - Present
Job Associate, Human Resources at Tolleson Wealth Management
Industry Human Resources
Experience
Tolleson Wealth Management November 2013 - Present
The Marketing Arm November 2011 - November 2013
Michaels Stores, Inc. May 2011 - August 2011
Felina Lingerie January 2006 - January 2009
Skills
Recruiting, College Recruiting, Applicant Tracking..., Retail, Leadership, Training, Organizational..., Social Media, Social Networking, Outlook Calendar..., Time Management, Taleo, MyStaffingPro
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Psychology
DeLaSalle High school 2003 — 2007
Tolleson Wealth Management November 2013 - Present
The Marketing Arm November 2011 - November 2013
Michaels Stores, Inc. May 2011 - August 2011
Felina Lingerie January 2006 - January 2009
Skills
Recruiting, College Recruiting, Applicant Tracking..., Retail, Leadership, Training, Organizational..., Social Media, Social Networking, Outlook Calendar..., Time Management, Taleo, MyStaffingPro
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Psychology
DeLaSalle High school 2003 — 2007
Codi Carroll Codi Carroll's Tolleson Wealth Management Experience October 2012 - Present
Job Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management October 2012 - Present
Matador Capital Management LLC July 2011 - September 2012
Deutsche Bank May 2007 - July 2011
Skills
Series 7, Asset Managment, Hedge Funds, Investments, Equities, Alternative Investments, Due Diligence, Financial Modeling, Asset Management, Private Equity, Portfolio Management, Wealth Management, Valuation
Education
Texas Christian University 2003 — 2007
Major: Merchandising Minor: Business
Tolleson Wealth Management October 2012 - Present
Matador Capital Management LLC July 2011 - September 2012
Deutsche Bank May 2007 - July 2011
Skills
Series 7, Asset Managment, Hedge Funds, Investments, Equities, Alternative Investments, Due Diligence, Financial Modeling, Asset Management, Private Equity, Portfolio Management, Wealth Management, Valuation
Education
Texas Christian University 2003 — 2007
Major: Merchandising Minor: Business
Katie Olson, CFP®'s Tolleson Wealth Management Experience March 2013 - April 2013
Job Banker Associate at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank May 2015 - Present
J.P. Morgan Private Bank June 2013 - Present
Tolleson Wealth Management March 2013 - April 2013
Lee Financial Corporation January 2011 - March 2013
Texas Tech University August 2010 - December 2010
Lee Financial Corporation May 2010 - August 2010
Texas Tech University August 2008 - May 2010
Genesis Wealth Management 2008 - 2008
Skills
Strategic Financial..., Financial Planners, Estate Planning, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Risk Management, Insurance, Finance
Education
Texas Tech University 2007 — 2010
Bachelor's, Personal Financial Planning
J.P. Morgan Private Bank May 2015 - Present
J.P. Morgan Private Bank June 2013 - Present
Tolleson Wealth Management March 2013 - April 2013
Lee Financial Corporation January 2011 - March 2013
Texas Tech University August 2010 - December 2010
Lee Financial Corporation May 2010 - August 2010
Texas Tech University August 2008 - May 2010
Genesis Wealth Management 2008 - 2008
Skills
Strategic Financial..., Financial Planners, Estate Planning, Investments, Retirement Planning, Financial Analysis, Microsoft Excel, Risk Management, Insurance, Finance
Education
Texas Tech University 2007 — 2010
Bachelor's, Personal Financial Planning
Caleb Brian, CFP® Caleb Brian, CFP®'s Tolleson Wealth Management Experience May 2013 - Present
Job Analyst at Tolleson Wealth Management, High Net Worth, Fee Only, Multi Family Office, Dallas
Industry Financial Services
Experience
Tolleson Wealth Management May 2013 - Present
Robertson, Griege & Thoele May 2012 - May 2013
Lowell Wealth Management September 2011 - May 2012
Lee Financial Corp May 2011 - August 2011
USAA June 2010 - August 2010
Skills
Strategic Financial..., Asset Management, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Analysis, Estate Planning, Family Office Services, Insurance Planning, Risk Management, Microsoft Office, Morningstar, Various Financial..., Analysis, Investments, Customer Relations, Customer Service, Insurance, Budgeting, Strategic Planning, Research, Excel, Word, PowerPoint
Education
Texas Tech University 2008 — 2011
Bachelor of Science Cum Laude, Personal Financial Planning
New Mexico Junior College 2005 — 2006
Associate's Degree, Arts
Tolleson Wealth Management May 2013 - Present
Robertson, Griege & Thoele May 2012 - May 2013
Lowell Wealth Management September 2011 - May 2012
Lee Financial Corp May 2011 - August 2011
USAA June 2010 - August 2010
Skills
Strategic Financial..., Asset Management, Retirement Planning, Wealth Management, Portfolio Management, Financial Planning, Financial Analysis, Estate Planning, Family Office Services, Insurance Planning, Risk Management, Microsoft Office, Morningstar, Various Financial..., Analysis, Investments, Customer Relations, Customer Service, Insurance, Budgeting, Strategic Planning, Research, Excel, Word, PowerPoint
Education
Texas Tech University 2008 — 2011
Bachelor of Science Cum Laude, Personal Financial Planning
New Mexico Junior College 2005 — 2006
Associate's Degree, Arts
Grant Dess Grant Dess's Tolleson Wealth Management Experience January 2014 - Present
Job Business Analyst
Industry Financial Services
Experience
Tolleson Wealth Management January 2014 - Present
Skills
Financial Services, SharePoint, Microsoft CRM, Visio, Insurance, Sales, Consulting, Investments, Microsoft Office, Training, Project Planning, Retirement Planning, Web Marketing, MIS, Strategic Planning, Business Analysis, Project Management, Strategy, Mutual Funds
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2010
Masters
Taylor University 1996 — 2000
BA
Tolleson Wealth Management January 2014 - Present
Skills
Financial Services, SharePoint, Microsoft CRM, Visio, Insurance, Sales, Consulting, Investments, Microsoft Office, Training, Project Planning, Retirement Planning, Web Marketing, MIS, Strategic Planning, Business Analysis, Project Management, Strategy, Mutual Funds
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2010
Masters
Taylor University 1996 — 2000
BA
Trey Touchstone Trey Touchstone's Tolleson Wealth Management Experience October 2008 - March 2010
Job Investment Analyst at Lifeway Financial Corporation
Industry Financial Services
Experience
Lifeway Financial Corporation March 2010 - Present
Tolleson Wealth Management October 2008 - March 2010
Bank of America March 2008 - September 2008
Texas Tech University May 2005 - August 2007
Skills
Investments, Wealth Management, Strategic Financial..., Financial Analysis, Asset Managment, Financial Modeling, Finance, Fixed Income, Bloomberg, Economics, Microsoft Excel, Accounting, Banking, Strategic Planning, Credit
Education
Texas Tech University 2003 — 2007
BBA, Finance, Accounting, Economics
Royal Holloway, University of London 2006 — 2006
Economics
CFA Institute
Lifeway Financial Corporation March 2010 - Present
Tolleson Wealth Management October 2008 - March 2010
Bank of America March 2008 - September 2008
Texas Tech University May 2005 - August 2007
Skills
Investments, Wealth Management, Strategic Financial..., Financial Analysis, Asset Managment, Financial Modeling, Finance, Fixed Income, Bloomberg, Economics, Microsoft Excel, Accounting, Banking, Strategic Planning, Credit
Education
Texas Tech University 2003 — 2007
BBA, Finance, Accounting, Economics
Royal Holloway, University of London 2006 — 2006
Economics
CFA Institute
Joy Xac Joy Xac's Tolleson Wealth Management Experience January 2012 - May 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC June 2015 - Present
PwC June 2013 - October 2014
Tolleson Wealth Management January 2012 - May 2013
Grow Marketing September 2011 - November 2011
China Sea Restaurant April 2007 - July 2009
Skills
Social Media, Social Media Marketing, Business Strategy, Financial Modeling, Access, Sales, Financial Analysis, Blogging, Photoshop, Editing, Advertising, Leadership Development, Marketing Research, US GAAP, Financial Reporting, Strategic Communications, Digital Marketing, Project Planning, Valuation, HTML, Retail, New Business Development
Education
Southern Methodist University 2014 — 2015
Master of Science (M.S.), Accounting
Southern Methodist University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
PwC June 2015 - Present
PwC June 2013 - October 2014
Tolleson Wealth Management January 2012 - May 2013
Grow Marketing September 2011 - November 2011
China Sea Restaurant April 2007 - July 2009
Skills
Social Media, Social Media Marketing, Business Strategy, Financial Modeling, Access, Sales, Financial Analysis, Blogging, Photoshop, Editing, Advertising, Leadership Development, Marketing Research, US GAAP, Financial Reporting, Strategic Communications, Digital Marketing, Project Planning, Valuation, HTML, Retail, New Business Development
Education
Southern Methodist University 2014 — 2015
Master of Science (M.S.), Accounting
Southern Methodist University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Brandon Kershaw's Tolleson Wealth Management Experience April 2003 - Present
Job Director, Client Advisory Team at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management April 2003 - Present
Education
Baylor University - Hankamer School of Business 1993 — 1998
Accounting and Finance
Tolleson Wealth Management April 2003 - Present
Education
Baylor University - Hankamer School of Business 1993 — 1998
Accounting and Finance
Cord Adams's Tolleson Wealth Management Experience October 2009 - August 2010
Job Managing Director, Shamrock Asset Management
Industry Financial Services
Experience
Shamrock Asset Management, LLC November 2010 - Present
Tolleson Wealth Management October 2009 - August 2010
Quintessence Group, Ltd. March 2004 - October 2009
Bernstein Investment Research & Mgt October 1998 - February 2004
Bernstein Investment Research and Management 1998 - 2004
Merrill Lynch April 1997 - April 1998
Skills
Investments, Asset Management, Wealth Management, High Net Worth..., Portfolio Management
Education
Southern Methodist University 1991 — 1995
Finance, Finance / Advertising
Southern Methodist University - Cox School of Business 1991 — 1995
Bachelor of Business Administration, Finance
Shamrock Asset Management, LLC November 2010 - Present
Tolleson Wealth Management October 2009 - August 2010
Quintessence Group, Ltd. March 2004 - October 2009
Bernstein Investment Research & Mgt October 1998 - February 2004
Bernstein Investment Research and Management 1998 - 2004
Merrill Lynch April 1997 - April 1998
Skills
Investments, Asset Management, Wealth Management, High Net Worth..., Portfolio Management
Education
Southern Methodist University 1991 — 1995
Finance, Finance / Advertising
Southern Methodist University - Cox School of Business 1991 — 1995
Bachelor of Business Administration, Finance
Brian Witzsche, CFA, CAIA's Tolleson Wealth Management Experience January 2012 - June 2014
Job Mt. Vernon Investments
Industry Investment Management
Experience
Mt. Vernon Investments LP June 2014 - Present
Tolleson Wealth Management January 2012 - June 2014
Tolleson Wealth Management January 2010 - December 2011
Tolleson Wealth Management June 2008 - December 2009
Waterstreet Investment Consultants January 2007 - June 2008
Eklektikos Capital Management January 2007 - June 2008
Skills
Bloomberg, PerTrac, Microsoft Office, Zephyr Style Advisor, Alternative Investments, Hedge Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Fund Of Funds, Asset Allocation, Due Diligence, Strategic Financial..., Investment Management, Investment Strategies, Equities, Valuation, Portfolio Management, Private Equity
Education
The University of Texas at Austin 2003 — 2006
Bachelor of Business Administration, Finance and Accounting
Mt. Vernon Investments LP June 2014 - Present
Tolleson Wealth Management January 2012 - June 2014
Tolleson Wealth Management January 2010 - December 2011
Tolleson Wealth Management June 2008 - December 2009
Waterstreet Investment Consultants January 2007 - June 2008
Eklektikos Capital Management January 2007 - June 2008
Skills
Bloomberg, PerTrac, Microsoft Office, Zephyr Style Advisor, Alternative Investments, Hedge Funds, Investments, Asset Managment, Financial Analysis, Wealth Management, Fund Of Funds, Asset Allocation, Due Diligence, Strategic Financial..., Investment Management, Investment Strategies, Equities, Valuation, Portfolio Management, Private Equity
Education
The University of Texas at Austin 2003 — 2006
Bachelor of Business Administration, Finance and Accounting
Philip May's Tolleson Wealth Management Experience June 2012 - June 2014
Job Equity Research Analyst, VP
Industry Financial Services
Experience
Equity Research Provider October 2014 - Present
Tolleson Wealth Management June 2012 - June 2014
Equity Research Provider September 2006 - May 2012
Chaffe & Associates January 2006 - April 2006
Morgan Keegan August 2004 - December 2004
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Equities, Financial Analysis, Due Diligence, Business Analysis, Microsoft Office, Corporate Finance, FactSet, Blue Matrix, Thompson One, Compustat
Education
University of New Orleans 2005 — 2006
MBA, Finance
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
Bachelor's degree, Business / Communications / Religion
Equity Research Provider October 2014 - Present
Tolleson Wealth Management June 2012 - June 2014
Equity Research Provider September 2006 - May 2012
Chaffe & Associates January 2006 - April 2006
Morgan Keegan August 2004 - December 2004
Skills
Equity Research, Bloomberg, Valuation, Financial Modeling, Equities, Financial Analysis, Due Diligence, Business Analysis, Microsoft Office, Corporate Finance, FactSet, Blue Matrix, Thompson One, Compustat
Education
University of New Orleans 2005 — 2006
MBA, Finance
Louisiana State University and Agricultural and Mechanical College 2000 — 2004
Bachelor's degree, Business / Communications / Religion
Leigh Godecke's Tolleson Wealth Management Experience July 2011 - Present
Job Controller
Industry Accounting
Experience
Tolleson Wealth Management July 2011 - Present
Grant Thornton LLP January 2004 - July 2011
Grant Thornton Australia March 1997 - October 2002
Education
The University of Western Australia 1994 — 1996
Tolleson Wealth Management July 2011 - Present
Grant Thornton LLP January 2004 - July 2011
Grant Thornton Australia March 1997 - October 2002
Education
The University of Western Australia 1994 — 1996
Dotti Reeder's Tolleson Wealth Management Experience June 2014 - Present
Job Managing Director at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Phillip Hamman's Tolleson Wealth Management Experience May 2009 - Present
Job Manager, Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management May 2009 - Present
Kanaly Trust Company August 2001 - May 2009
Education
Texas Tech University 1997 — 2001
Tolleson Wealth Management May 2009 - Present
Kanaly Trust Company August 2001 - May 2009
Education
Texas Tech University 1997 — 2001
Karla Dohn McCallister's Tolleson Wealth Management Experience August 2007 - November 2009
Job VP and Senior Trust Officer at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Tolleson Wealth Management August 2007 - November 2009
Bank of America October 2004 - August 2007
Bank of America September 2003 - October 2004
Education
The University of South Dakota 2001 — 2003
MBA, Business Administration
The University of South Dakota School of Law 2000 — 2003
Merrill Lynch January 2010 - Present
Tolleson Wealth Management August 2007 - November 2009
Bank of America October 2004 - August 2007
Bank of America September 2003 - October 2004
Education
The University of South Dakota 2001 — 2003
MBA, Business Administration
The University of South Dakota School of Law 2000 — 2003
Philip Durst's Tolleson Wealth Management Experience July 2006 - Present
Job Chief Investment Officer at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management July 2006 - Present
Invesco US 2004 - 2006
John McStay Investment Counsel 2002 - 2004
Skills
Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Private Equity, Valuation, Equities, Due Diligence, Investments, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of North Texas 1989 — 1993
Bachelor’s Degree, Accounting
Tolleson Wealth Management July 2006 - Present
Invesco US 2004 - 2006
John McStay Investment Counsel 2002 - 2004
Skills
Alternative Investments, Asset Management, Hedge Funds, Portfolio Management, Private Equity, Valuation, Equities, Due Diligence, Investments, Financial Modeling
Education
Southern Methodist University - Cox School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of North Texas 1989 — 1993
Bachelor’s Degree, Accounting
Samuel Perry's Tolleson Wealth Management Experience April 2006 - April 2011
Job Chief Financial Officer at Phoenix Capital Partners, Ltd.
Industry Financial Services
Experience
Phoenix Capital Partners, Ltd. April 2011 - Present
Tolleson Wealth Management April 2006 - April 2011
Prime Income Asset Management February 2003 - April 2006
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Analysis, Real Estate, Private Equity, Investor Relations, Mergers & Acquisitions, Investments, Tax, Financial Modeling, Finance, Financial Statements, Internal Audit
Education
Harding University 1986 — 1990
BBA, Accounting
Phoenix Capital Partners, Ltd. April 2011 - Present
Tolleson Wealth Management April 2006 - April 2011
Prime Income Asset Management February 2003 - April 2006
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Analysis, Real Estate, Private Equity, Investor Relations, Mergers & Acquisitions, Investments, Tax, Financial Modeling, Finance, Financial Statements, Internal Audit
Education
Harding University 1986 — 1990
BBA, Accounting
Jedd Segrist's Tolleson Wealth Management Experience May 2008 - August 2009
Job Wealth Strategist at Parallel Advisors, LLC
Industry Financial Services
Experience
Parallel Advisors, LLC June 2015 - Present
Mitchell & Colmenero, LLP August 2009 - June 2015
Tolleson Wealth Management May 2008 - August 2009
Mitchell & Colmenero, LLP May 2006 - May 2008
Education
The University of Texas School of Law 2000 — 2003
University of Nebraska-Lincoln 1995 — 1999
B.S., Accounting
Parallel Advisors, LLC June 2015 - Present
Mitchell & Colmenero, LLP August 2009 - June 2015
Tolleson Wealth Management May 2008 - August 2009
Mitchell & Colmenero, LLP May 2006 - May 2008
Education
The University of Texas School of Law 2000 — 2003
University of Nebraska-Lincoln 1995 — 1999
B.S., Accounting
Jeffrey Dunn CFP®'s Tolleson Wealth Management Experience September 2015 - Present
Job Manager, Client Advisory Team at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management September 2015 - Present
J.P. Morgan August 2011 - September 2015
Bernstein Global Wealth Management August 2007 - July 2011
United States Air Force August 2002 - June 2007
Education
Southern Methodist University 2008 — 2009
Certificate, Financial Planning
Webster University 2005 — 2008
M.A., Management and Leadership
Texas A&M University - Mays Business School 1997 — 2002
B.B.A, Marketing
Tolleson Wealth Management September 2015 - Present
J.P. Morgan August 2011 - September 2015
Bernstein Global Wealth Management August 2007 - July 2011
United States Air Force August 2002 - June 2007
Education
Southern Methodist University 2008 — 2009
Certificate, Financial Planning
Webster University 2005 — 2008
M.A., Management and Leadership
Texas A&M University - Mays Business School 1997 — 2002
B.B.A, Marketing
Ben Broyles's Tolleson Wealth Management Experience September 2003 - Present
Job Director, Client Advisory Team at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management September 2003 - Present
Ernst & Young January 2001 - September 2003
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Accounting
Tolleson Wealth Management September 2003 - Present
Ernst & Young January 2001 - September 2003
Education
Baylor University - Hankamer School of Business 1995 — 2000
BBA, Accounting
Courtney Westerburg's Tolleson Wealth Management Experience June 2006 - December 2007
Job Bayswater Interests, Inc.
Industry Financial Services
Experience
Bayswater Interests, Inc. July 2013 - Present
Strait Capital Company Ltd. October 2008 - July 2013
Tolleson Wealth Management June 2006 - December 2007
Rosewood Managment Corporation May 2000 - June 2003
Education
Southern Methodist University 1994 — 1998
Master of Science in Accounting
Bayswater Interests, Inc. July 2013 - Present
Strait Capital Company Ltd. October 2008 - July 2013
Tolleson Wealth Management June 2006 - December 2007
Rosewood Managment Corporation May 2000 - June 2003
Education
Southern Methodist University 1994 — 1998
Master of Science in Accounting
Jannette Pamphile,CFP's Tolleson Wealth Management Experience March 2010 - December 2010
Job Vice President, Trust Officer at CadenceTrust
Industry Banking
Experience
Cadence Trust January 2012 - Present
US Tust, Bank of America December 2010 - January 2012
Tolleson Wealth Management March 2010 - December 2010
Comerica March 1999 - June 2010
Nations Bank April 1997 - March 1999
NationsBanc Mortgage October 1992 - April 1997
Skills
Wealth Management, Portfolio Management, High Net Worth..., Wealth, Banking, Investment Management, Private Banking, Financial Advisory, Mortgage Lending, Investments, Retirement Planning, CRM, Asset Management, Financial Planning, Loans
Education
The University of Dallas 1994 — 1996
MBA, FINANCIAL SERVICES
Cadence Trust January 2012 - Present
US Tust, Bank of America December 2010 - January 2012
Tolleson Wealth Management March 2010 - December 2010
Comerica March 1999 - June 2010
Nations Bank April 1997 - March 1999
NationsBanc Mortgage October 1992 - April 1997
Skills
Wealth Management, Portfolio Management, High Net Worth..., Wealth, Banking, Investment Management, Private Banking, Financial Advisory, Mortgage Lending, Investments, Retirement Planning, CRM, Asset Management, Financial Planning, Loans
Education
The University of Dallas 1994 — 1996
MBA, FINANCIAL SERVICES
Courtney Andring's Tolleson Wealth Management Experience June 2011 - July 2014
Job Senior Associate, Communications
Industry Financial Services
Experience
Tolleson Wealth Management June 2011 - July 2014
Tolleson Wealth Management September 2009 - June 2011
Quintessence Group, Ltd. September 2008 - September 2009
Burton Group Financial Advisors August 2007 - June 2008
Education
Southern Methodist University 2009 — 2011
Certificate Program in Financial Planning
The University of Texas at Austin
Bachelors, Corporate Communication
Tolleson Wealth Management June 2011 - July 2014
Tolleson Wealth Management September 2009 - June 2011
Quintessence Group, Ltd. September 2008 - September 2009
Burton Group Financial Advisors August 2007 - June 2008
Education
Southern Methodist University 2009 — 2011
Certificate Program in Financial Planning
The University of Texas at Austin
Bachelors, Corporate Communication
Christopher L. Stephens's Tolleson Wealth Management Experience April 2008 - March 2010
Job Sr. Desktop Support Specialist Level II
Industry Information Technology and Services
Experience
TIAA-CREF May 2010 - Present
Tolleson Wealth Management April 2008 - March 2010
NexBank January 2007 - October 2007
Southwest Sports Group April 2006 - December 2006
Aurora Loan Services February 2005 - April 2006
Webb Electronics March 2001 - February 2005
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Servers, Microsoft Exchange, Windows 7, XP, DNS, Citrix, Virtualization, Technical Support, Troubleshooting
Education
Richland Community College 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Computer Science
TIAA-CREF May 2010 - Present
Tolleson Wealth Management April 2008 - March 2010
NexBank January 2007 - October 2007
Southwest Sports Group April 2006 - December 2006
Aurora Loan Services February 2005 - April 2006
Webb Electronics March 2001 - February 2005
Skills
Active Directory, Windows Server, Disaster Recovery, VMware, Servers, Microsoft Exchange, Windows 7, XP, DNS, Citrix, Virtualization, Technical Support, Troubleshooting
Education
Richland Community College 1997 — 2000
Associate of Arts and Sciences (A.A.S.), Computer Science
Debbie Hsu's Tolleson Wealth Management Experience March 2015 - Present
Job Sr. Business Systems Analyst
Industry Information Technology and Services
Experience
Tolleson Wealth Management March 2015 - Present
Brierley+Partners July 2014 - March 2015
Brierley & Partners July 2013 - July 2014
StoneEagle August 2011 - July 2013
StoneEagle July 2009 - August 2011
StoneEagle January 2006 - July 2009
Skills
SQL, Business Analysis, Visio, Data Analysis, XML, Project Management, HTML, Microsoft Office, Software Development, Agile Methodologies, Leadership, Customer Service, Software Project..., SDLC, Atlassian JIRA, XSL, Confluence
Education
The University of Texas at Austin 2001 — 2005
Corporate Communications, Communications
Tolleson Wealth Management March 2015 - Present
Brierley+Partners July 2014 - March 2015
Brierley & Partners July 2013 - July 2014
StoneEagle August 2011 - July 2013
StoneEagle July 2009 - August 2011
StoneEagle January 2006 - July 2009
Skills
SQL, Business Analysis, Visio, Data Analysis, XML, Project Management, HTML, Microsoft Office, Software Development, Agile Methodologies, Leadership, Customer Service, Software Project..., SDLC, Atlassian JIRA, XSL, Confluence
Education
The University of Texas at Austin 2001 — 2005
Corporate Communications, Communications
Judy Snyder, CFP®, CPWA®'s Tolleson Wealth Management Experience June 2005 - Present
Job Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2005 - Present
Retirement Advisors of America June 2001 - June 2005
Charles Schwab 1998 - 2001
HD Vest 1996 - 1998
Principal Financial Group 1991 - 1996
Skills
Wealth Management, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Southern Methodist University - Cox School of Business 1989 — 1991
BBA, Finance
Tolleson Wealth Management June 2005 - Present
Retirement Advisors of America June 2001 - June 2005
Charles Schwab 1998 - 2001
HD Vest 1996 - 1998
Principal Financial Group 1991 - 1996
Skills
Wealth Management, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Southern Methodist University - Cox School of Business 1989 — 1991
BBA, Finance
Catherine Atkinson's Tolleson Wealth Management Experience May 2013 - Present
Job Tax Associate at Tolleson Wealth Management
Industry Accounting
Experience
Tolleson Wealth Management May 2013 - Present
Huselton, Morgan & Maultsby, P.C. January 2013 - April 2013
Texas State Historical Association February 2012 - January 2013
Texas State Historical Association September 2009 - February 2012
Waco Tribune-Herald September 2004 - August 2009
Waco Tribune-Herald October 2002 - September 2004
Abilene Reporter-News 2001 - 2002
North Texas Daily 1999 - 2001
Skills
Proofreading, Tax, Journalism, Writing, Social Media, Editing, Research, Tax Research, IRS Form W-9, Adobe Creative Suite, PowerPoint, Microsoft Word
Education
University of North Texas 2009 — 2012
Master of Science (M.S.), Taxation, 4.0
University of North Texas 1998 — 2001
BS, Journalism, English, Political Science, 4.0
Stephenville High School
Tolleson Wealth Management May 2013 - Present
Huselton, Morgan & Maultsby, P.C. January 2013 - April 2013
Texas State Historical Association February 2012 - January 2013
Texas State Historical Association September 2009 - February 2012
Waco Tribune-Herald September 2004 - August 2009
Waco Tribune-Herald October 2002 - September 2004
Abilene Reporter-News 2001 - 2002
North Texas Daily 1999 - 2001
Skills
Proofreading, Tax, Journalism, Writing, Social Media, Editing, Research, Tax Research, IRS Form W-9, Adobe Creative Suite, PowerPoint, Microsoft Word
Education
University of North Texas 2009 — 2012
Master of Science (M.S.), Taxation, 4.0
University of North Texas 1998 — 2001
BS, Journalism, English, Political Science, 4.0
Stephenville High School
Ryan Wilson, CPA, CFP®'s Tolleson Wealth Management Experience 2013 - Present
Job Manager at Tolleson Wealth Management
Industry Accounting
Experience
Tolleson Wealth Management 2013 - Present
PwC 2013 - 2013
PwC 2010 - 2012
PwC 2010 - 2011
PwC May 2009 - August 2009
Dixon Hughes PLLC May 2008 - August 2008
Skills
CPA, Financial Analysis, Accounting, Financial Accounting, Microsoft Excel, Big 4, Tax Returns, High Net Worth..., Tax Compliance, Wealth Management, Estate Tax Planning, Investments, Trusts, Foundations
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
Master of Accountancy, Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance Double Major
Tolleson Wealth Management 2013 - Present
PwC 2013 - 2013
PwC 2010 - 2012
PwC 2010 - 2011
PwC May 2009 - August 2009
Dixon Hughes PLLC May 2008 - August 2008
Skills
CPA, Financial Analysis, Accounting, Financial Accounting, Microsoft Excel, Big 4, Tax Returns, High Net Worth..., Tax Compliance, Wealth Management, Estate Tax Planning, Investments, Trusts, Foundations
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
Master of Accountancy, Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance Double Major
Elissa Burton Tiprigan's Tolleson Wealth Management Experience December 2011 - April 2014
Job Financial Planner at Delegated Planning
Industry Financial Services
Experience
Delegated Planning April 2014 - Present
Tolleson Wealth Management December 2011 - April 2014
Francis Financial Inc. January 2008 - March 2011
Education
Texas Tech University
BS, Personal Financial Planning
Delegated Planning April 2014 - Present
Tolleson Wealth Management December 2011 - April 2014
Francis Financial Inc. January 2008 - March 2011
Education
Texas Tech University
BS, Personal Financial Planning
Royce Ramey, CFA's Tolleson Wealth Management Experience July 2015 - Present
Job Managing Director, Client Advisory Team
Industry Investment Management
Experience
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management January 2012 - June 2015
Tolleson Wealth Management June 2010 - December 2011
GenSpring Family Offices, LLC June 2008 - June 2010
Skills
Alternative Investments, Wealth Management, Investment Management, Personal Tax Planning, Estate Planning, Risk Management, Asset Protection, Philanthropy, Personal Financial..., Chartered Financial..., Family Legacy Planning
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Bachelor of Business Administration (BBA) & Masters of Science Finance, Finance
University of Illinois at Urbana-Champaign 1998 — 2000
Tolleson Wealth Management July 2015 - Present
Tolleson Wealth Management January 2012 - June 2015
Tolleson Wealth Management June 2010 - December 2011
GenSpring Family Offices, LLC June 2008 - June 2010
Skills
Alternative Investments, Wealth Management, Investment Management, Personal Tax Planning, Estate Planning, Risk Management, Asset Protection, Philanthropy, Personal Financial..., Chartered Financial..., Family Legacy Planning
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Bachelor of Business Administration (BBA) & Masters of Science Finance, Finance
University of Illinois at Urbana-Champaign 1998 — 2000
Phillip Hamman, CFA, CFP®'s Tolleson Wealth Management Experience May 2009 - April 2013
Job Linscomb & Williams, EVP, Managing Director
Industry Financial Services
Experience
Linscomb & Williams January 2014 - Present
Linscomb & Williams April 2013 - January 2014
Tolleson Wealth Management May 2009 - April 2013
Kanaly Trust Company 2001 - 2009
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning
Education
Texas Tech University 1997 — 2001
BS Financial Planning, Financial Planning
Linscomb & Williams January 2014 - Present
Linscomb & Williams April 2013 - January 2014
Tolleson Wealth Management May 2009 - April 2013
Kanaly Trust Company 2001 - 2009
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Financial Planning, Asset Allocation, Retirement Planning, Estate Planning
Education
Texas Tech University 1997 — 2001
BS Financial Planning, Financial Planning
Victoria Sessions's Tolleson Wealth Management Experience November 2013 - Present
Job Client Advisory Administrative Assistant
Industry Financial Services
Experience
Tolleson Wealth Management November 2013 - Present
Scott & White Healthcare May 2012 - November 2013
Sessions & Schaffer, P.C. May 2010 - May 2012
Skills
Event Planning, PowerPoint, Editing, Microsoft Office, Customer Service, Microsoft Word, Marketing, Social Media, Public Relations, Budgets, Social Networking, Management, Nonprofits, Filing, Calendaring, Microsoft Excel, Notary Public, Event Management, Meeting Scheduling
Education
Baylor University 2007 — 2010
Bachelor of Science (BS)
Tolleson Wealth Management November 2013 - Present
Scott & White Healthcare May 2012 - November 2013
Sessions & Schaffer, P.C. May 2010 - May 2012
Skills
Event Planning, PowerPoint, Editing, Microsoft Office, Customer Service, Microsoft Word, Marketing, Social Media, Public Relations, Budgets, Social Networking, Management, Nonprofits, Filing, Calendaring, Microsoft Excel, Notary Public, Event Management, Meeting Scheduling
Education
Baylor University 2007 — 2010
Bachelor of Science (BS)
Jason Lipsett, CFA, CPWA's Tolleson Wealth Management Experience January 2014 - Present
Job Director, Client Advisory Team at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management January 2014 - Present
Tolleson Wealth Management January 2012 - January 2014
Northern Trust January 2000 - September 2011
Skills
Wealth Management, Financial Planning, Family Office, High Net Worth..., Wealth Preservation, Asset Allocation, Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Hedge Funds, Mutual Funds, Equities
Education
Texas Wesleyan University 1995 — 1999
B.B.A, Marketing
Tolleson Wealth Management January 2014 - Present
Tolleson Wealth Management January 2012 - January 2014
Northern Trust January 2000 - September 2011
Skills
Wealth Management, Financial Planning, Family Office, High Net Worth..., Wealth Preservation, Asset Allocation, Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Hedge Funds, Mutual Funds, Equities
Education
Texas Wesleyan University 1995 — 1999
B.B.A, Marketing
Erin Pendarvis's Tolleson Wealth Management Experience August 2012 - December 2014
Job Tax Manager at Crossmark
Industry Accounting
Experience
CROSSMARK January 2015 - Present
Tolleson Wealth Management August 2012 - December 2014
PricewaterhouseCoopers June 2005 - July 2012
Skills
Tax Research, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, High Net Worth..., Family Office, Tax Returns, International Tax, CPA, FIN 48
Education
Texas Tech University - Rawls College of Business 2001 — 2005
BBA and MSA, Accounting
CROSSMARK January 2015 - Present
Tolleson Wealth Management August 2012 - December 2014
PricewaterhouseCoopers June 2005 - July 2012
Skills
Tax Research, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, High Net Worth..., Family Office, Tax Returns, International Tax, CPA, FIN 48
Education
Texas Tech University - Rawls College of Business 2001 — 2005
BBA and MSA, Accounting
Jeanie Sikes's Tolleson Wealth Management Experience 2003 - 2013
Job Senior Tax Associate at Montgomery Coscia Greilich, LLP
Industry Accounting
Experience
Self employed CPA Senior Tax AssociateMontgomery Coscia Greilich, LLPFebruary 2013 - Present
Tolleson Wealth Management 2003 - 2013
Skills
Tax, Financial Analysis, CPA, Partnership Taxation, Tax Returns, Income Tax, Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, Microsoft Excel
Education
Georgia State University 1988 — 1990
Master of Taxation
Vanderbilt University 1982 — 1986
Bachelor of Arts (B.A.), Latin American Studies
Self employed CPA Senior Tax AssociateMontgomery Coscia Greilich, LLPFebruary 2013 - Present
Tolleson Wealth Management 2003 - 2013
Skills
Tax, Financial Analysis, CPA, Partnership Taxation, Tax Returns, Income Tax, Tax Preparation, Tax Research, Corporate Tax, Tax Accounting, Microsoft Excel
Education
Georgia State University 1988 — 1990
Master of Taxation
Vanderbilt University 1982 — 1986
Bachelor of Arts (B.A.), Latin American Studies
Shannon Fahey's Tolleson Wealth Management Experience February 2008 - Present
Job Office Administrator at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management February 2008 - Present
Lenders First Choice February 2006 - November 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, Budgets
Education
Texas State University-San Marcos 2001 — 2005
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
Tolleson Wealth Management February 2008 - Present
Lenders First Choice February 2006 - November 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, Research, Budgets
Education
Texas State University-San Marcos 2001 — 2005
Bachelor of Arts (B.A.), Family and Consumer Sciences/Human Sciences
Les Weinmunson's Tolleson Wealth Management Experience August 2003 - Present
Job IT Systems Engineer at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management August 2003 - Present
American Electric Power 1999 - 2003
First USA September 1995 - August 1998
Skills
Windows Server 2008, Blackberry Enterprise..., Windows Server 2003, Server Administration, Server Management, Hyper-V, Cisco IOS, Cisco Call Manager, Cisco Switches, Network Security, Top Layer IPS, Sonicwall, TS Gateway, Checkpoint, Watchguard, Backup Exec, Advent, IRIX, AIX, Tru64, Solaris, HP-UX, OS/2, BSD, OpenBSD
Education
Louisiana Tech University 1992 — 1994
Northwestern State University 1992 — 1992
Tolleson Wealth Management August 2003 - Present
American Electric Power 1999 - 2003
First USA September 1995 - August 1998
Skills
Windows Server 2008, Blackberry Enterprise..., Windows Server 2003, Server Administration, Server Management, Hyper-V, Cisco IOS, Cisco Call Manager, Cisco Switches, Network Security, Top Layer IPS, Sonicwall, TS Gateway, Checkpoint, Watchguard, Backup Exec, Advent, IRIX, AIX, Tru64, Solaris, HP-UX, OS/2, BSD, OpenBSD
Education
Louisiana Tech University 1992 — 1994
Northwestern State University 1992 — 1992
Thip Phongsavang's Tolleson Wealth Management Experience September 2005 - Present
Job Performance Reporting Analyst at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management September 2005 - Present
Towers Watson April 2005 - September 2005
Best Software November 2003 - April 2005
Education
The University of Texas at Dallas 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Tolleson Wealth Management September 2005 - Present
Towers Watson April 2005 - September 2005
Best Software November 2003 - April 2005
Education
The University of Texas at Dallas 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Laura Stahlhut's Tolleson Wealth Management Experience July 2012 - Present
Job Tax Manager at Tolleson Wealth Management
Industry Investment Management
Experience
Tolleson Wealth Management July 2012 - Present
Tolleson Wealth Management January 2012 - June 2012
Tolleson Wealth Management March 2009 - December 2011
Skills
Income Tax, Personal Income Tax..., Partnership Taxation, Gift Tax, Fiduciary Tax, CPA, Attorney, Tax Research, High Net Worth..., Tax, Estate & Gift Taxation, Tax Returns, Tax Law, Private Foundations
Education
University of Denver 2007 — 2008
Master of Laws (LLM), Taxation
Saint Louis University 2004 — 2007
Doctor of Law (JD)
Lambuth University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Tolleson Wealth Management July 2012 - Present
Tolleson Wealth Management January 2012 - June 2012
Tolleson Wealth Management March 2009 - December 2011
Skills
Income Tax, Personal Income Tax..., Partnership Taxation, Gift Tax, Fiduciary Tax, CPA, Attorney, Tax Research, High Net Worth..., Tax, Estate & Gift Taxation, Tax Returns, Tax Law, Private Foundations
Education
University of Denver 2007 — 2008
Master of Laws (LLM), Taxation
Saint Louis University 2004 — 2007
Doctor of Law (JD)
Lambuth University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY