True North Advisors
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True North Advisors Employees
MOOYAH Burgers, Fries and Shakes June 2015 - Present
True North Advisors September 2007 - April 2015
FCA Corp June 2006 - September 2007
Education
University of Houston
ACT Wealth Management, LLC December 2010 - Present
True North Advisors August 2006 - December 2010
Retirement Advisors of America August 2003 - July 2006
Charles Schwab and Co. January 2003 - August 2003
Fidelity Investments June 1995 - December 2002
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Finance and Financial Management Services
Oklahoma Baptist University 1991 — 1995
BBA, Finance and Accounting
MOOYAH Burgers, Fries and Shakes August 2015 - Present
MOOYAH Burgers, Fries and Shakes January 2015 - August 2015
ACT Wealth Management, LLC January 2011 - January 2015
True North Advisors June 2009 - December 2010
Skills
Asset Management, Investments, Financial Analysis, Mutual Funds, Wealth Management, Strategic Financial..., Financial Modeling, Analysis, Risk Management, Retirement Planning, Operations Management
Education
Austin College 2005 — 2009
Bachelor of Arts (BA), Economics
True North Advisors March 2015 - Present
Parry Financial May 2014 - March 2015
Red Robin March 2014 - March 2015
All Season Greens 2011 - 2013
Skills
Teamwork, Leadership, Analytical Skills, Investments, Financial Planning
Education
The University of Texas at Dallas 2012 — 2014
Bachelor's Degree, Finance, Cum Laude
Collin County Community College 2010 — 2011
Associate of Arts
True North Advisors January 2013 - Present
True North Advisors May 2005 - January 2013
Tin Star Restaurants February 2000 - May 2005
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Retirement Planning, Asset Allocation, Asset Management, Investments, Nonprofits, Investment Strategies, Public Speaking, Investment Management, Financial Analysis, 401k, Alternative Investments, Mutual Funds
Education
Dallas Theological Seminary
Masters, Biblical Studies
Stephen F. Austin State University
BBA, Finance
True North Advisors July 2000 - Present
Lockwood Advisors, Inc. May 1998 - June 2000
Skills
Investments, Portfolio Management, Due Diligence, Alternative Investments, Asset Management, High Net Worth..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Planning, Wealth Management
Education
Southern Methodist University 1994 — 1998
BBA, Finance
AEM Designs May 2013 - Present
True North Advisors August 2013 - March 2014
Lennar January 2013 - July 2013
Ilfusion Creative August 2012 - December 2012
Z's Cafe and Catering 2012 - 2012
Radisson May 2011 - August 2011
Jennifer Matlock Photography June 2011 - June 2011
JATO Athletics January 2009 - December 2010
Legacy Homes 2003 - 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Photoshop, InDesign, Dreamweaver, HTML, Delphi, Facebook, Social Media, Social Networking, Event Planning, Microsoft Word, Social Media Marketing, Public Relations, Public Speaking, Event Management, Teamwork, Customer Service, Illustrator, JD Edwards, Editing, Newsletters, Sandwiches, Marketing, Digital Media, Marketing Strategy, Photography, Advertising, Sales
Education
Texas Christian University 2008 — 2012
Advertising and Public Relations, Minor of Art
Texas Christian University 2008 — 2012
Bachelor of Science (BS), Advertising and Public Relations
Andrews Kurth LLP March 2012 - Present
Davis & Harman LLP 2011 - 2012
Interpublic Group 2010 - 2011
The University of Texas School of Law 2009 - 2009
The University of Texas School of Law 2008 - 2009
Trilogy 2008 - 2008
PricewaterhouseCoopers 2006 - 2006
True North Advisors 2005 - 2005
Skills
Tax, Tax Law, International Tax, Legal Research, Nonprofits, Corporate Governance, Legal Writing, Securities Regulation, Litigation, Corporate Law, Legal Issues, Mediation, Commercial Litigation, Courts, Due Diligence, Civil Litigation, Auditing, Appeals, Contract Negotiation, Research, Westlaw, Insurance, Intellectual Property, Legal Advice, Arbitration, Mergers & Acquisitions, Estate Planning
Education
New York University School of Law 2010 — 2011
LL.M., Taxation
The University of Texas School of Law 2007 — 2009
JD
ESCP Europe 2007 — 2007
International Accounting
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Master in Professional Accounting
Trinity University 2002 — 2006
BS, Accounting, Political Science
Sierra Auto Finance LLC June 2013 - Present
RGR Finance January 2007 - Present
J. HILBURN MEN'S CLOTHIER November 2012 - November 2013
Plastic Surgery Associates May 2003 - October 2006
True North Advisors January 2002 - September 2003
Avanade January 2000 - June 2001
Accenture February 1999 - January 2000
Skills
Sales&Marketing, Recruiting, Front Office, Marketing Research, Marketing Support, Relationship Driven, Relationship Marketing, Collections, Owner-managed businesses, Fashion, Medical Office, Credit Information, Customer Service, Brand Development, Sales, Healthcare, Social Media Marketing, Marketing Strategy, Social Networking, New Business Development, Sales Management, Leadership, Styling, Team Building, Customer Retention, Account Management, Management, Strategic Planning, Marketing, Online Marketing, Negotiation, Sales Operations, Forecasting, Entrepreneurship
Education
Texas Tech University 1988 — 1992
BA, Advertising/Marketing
IMH Financial Corporation July 2014 - Present
ITH Partners ,LLC September 2009 - Present
Salucro Healthcare Solutions 2007 - Present
IMH Financial Corporation September 2009 - July 2014
ProLink Holdings Corp June 2007 - August 2011
True North Advisors August 2000 - August 2009
ProLink Solutions, LLC January 2004 - June 2009
Stifel Nicolaus August 1999 - August 2000
Everen Securities June 1995 - August 1999
Dean Witter March 1988 - May 1995
Skills
Strategic Planning, Negotiation, Deal Structure, Asset Management, Private Equity, Operations Management, Venture Capital, Capital Markets, Capital Structure, Asset Managment, Mergers & Acquisitions, Real Estate, Start-ups, Acquisitions, Product Development, Business Strategy, Corporate Finance, Finance, Investment Banking, Management, Investments, Securities, Strategy, Deal Structures
Education
The Ohio State University 1968 — 1972
Bachelor's degree
University of Pennsylvania - The Wharton School
Certified Investment Manager
Syntax Research, Inc. October 2009 - Present
MyWorld Investing, Inc. September 2008 - September 2009
True North Advisors March 1997 - November 2007
Syntax Research, Inc. January 2002 - August 2005
Skills
Portfolio Management, Risk Management, Fundamental Research, Hedge Funds, Investments, Financial Analysis, Asset Management, Research, Equities, Strategy, Financial Services
Education
University of Rochester - Simon Business School 1985 — 1987
MBA
Shri Ram College of Commerce 1982 — 1985
B.Com (Hons)
Modern School 1977 — 1981
HIgh School
Jennifer Thorsen Photography January 2010 - Present
Clark Consulting October 2007 - October 2010
D.R. Saur Financial December 2005 - October 2007
True North Advisors October 2003 - November 2005
Consultant November 2002 - November 2003
Fidelity Investments December 1995 - October 2002
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Budgets, Finance, Negotiation, Series 63, Management, Sales, Insurance, Employee Benefits, Financial Services, Banking, Small Business, Accounting, Retirement Planning, Retirement, Process Improvement
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Marketing, Technology
Texas State University 1991 — 1995
BBA, Finance
True North Advisors 2007 - 2015
Goldman Sachs 2000 - 2002
Raytheon 1997 - 1997
Education
Jones Graduate School of Business, Rice University 1999 — 2001
MBA
Texas A&M University 1993 — 1997
BBA, Accounting
Christopher Martin Gallery February 2012 - Present
True North Advisors 2009 - February 2012
Cbeyond July 2008 - December 2008
Nurse Week Magazine April 2008 - July 2008
Project One January 2008 - May 2008
Skills
Public Speaking, Strategic Planning, Marketing, Event Planning, Social Media, Public Relations, Social Networking, Social Media Marketing, Account Management, Sales, Management, Customer Service, Advertising
Education
University of North Texas 2007 — 2008
BA, Public Relations
Sam Houston State University 2004 — 2007
Public Relations
DeVoe & Company September 2015 - Present
Encore Financial Advisors September 2014 - May 2015
True North Advisors July 2009 - September 2014
Open Finance Network June 2007 - January 2010
Altamira Incentive Solutions January 2006 - December 2007
Bank of America January 2001 - March 2006
Intuit 1995 - 2000
Skills
Strategy, Strategic Financial..., Mergers & Acquisitions, Management, Banking, Financial Services, Executive Management, Entrepreneurship, Leadership, Mergers, Financial Analysis, Risk Management, New Business Development, Product Development, Financial Advisory, Asset Management, Product Management, Due Diligence, Private Equity, Mutual Funds, Investment Advisory, Outsourcing, Wealth Management, Finance, Team Building, Business Process, Coaching, Small Business, Alternative Investments, Start-ups
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Entrepreneurship
Yale University 1972 — 1976
BA, Pre-medical studies
Baceline Investments October 2014 - Present
Baceline Investments September 2013 - October 2014
Oppenheimer & Co. Inc. July 2013 - September 2013
True North Advisors June 2012 - August 2012
Hyatt Summerfield Suites June 2010 - August 2010
Education
University of Denver 2009 — 2013
University of Denver - Daniels College of Business 2009 — 2013
Bachelor's degree, Finance and Economics
Wells Fargo Advisors November 2014 - Present
Encore Wire Corporation June 2007 - November 2014
Encore Wire Corporation June 2007 - November 2014
True North Advisors August 2005 - June 2007
Edward Jones May 2004 - August 2005
AXA Advisors May 2003 - May 2004
Skills
Sales Management, Contract Negotiation, Finance, New Business Development, Financial Analysis, Negotiation, Strategic Planning, Leadership, Management, Investments, Strategy, Market Analysis, Pricing, Account Management, Forecasting, Competitive Analysis, Business Planning, Mergers
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Entrepreneurship/ Finance
True North Advisors October 2013 - August 2015
ISN May 2012 - June 2013
Invesco Ltd. April 2006 - May 2012
Westwood Holdings Group January 2004 - April 2006
John McStay Investment Counsel 2000 - 2005
Skills
Investment Management, Alternative Investments, Asset Management, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Fixed Income, Valuation, Capital Markets, Securities, Equity Research, Strategy, Business Strategy
Education
Saint Leo University
Bachelor of Business Administration, Business Management & Finance
True North Advisors October 2014 - Present
Research Now September 2013 - October 2014
Research Now (an e-Rewards Company) October 2012 - September 2013
Research Now (an e-Rewards Company) November 2010 - October 2012
Education
Baylor University 2004 — 2008
B.A., Communications
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
Covenant Multifamily Offices, LLC April 2012 - Present
True North Advisors April 2010 - April 2012
Frost Bank October 2008 - February 2010
BOK Financial November 2006 - June 2008
JP Morgan June 1989 - October 2006
Education
Baylor University 1984 — 1989
BBA, Finance/Accounting
True North Advisors September 2008 - Present
JP Morgan Chase July 2006 - September 2008
AXA Advisors 1996 - 2006
Innovative Technologies Intl., El Paso, Texas 1992 - 1996
Pittman-Moore GmbH, Grossburgwedel, Germany 1985 - 1991
Skills
Private Wealth..., Wealth Management, Investment Advisory, Asset Management, Investments, Retirement Planning, Financial Planning, Estate Planning, Alternative Investments, High Net Worth..., Investment Strategies, Portfolio Management, Asset Allocation, Financial Advisory, Wealth Accumulation, Insurance Planning, Mutual Funds, Retirement, IRA's, Financial Advice, Bonds, Securities, Equities, Fixed Income, Hedge Funds, Financial Analysis, Insurance, Retirement Income..., Private Equity, Comprehensive Wealth..., Asset Protection, Risk Management, Investment Products, ETFs, Stocks
Education
New Mexico State University
BS
True North Advisors July 2007 - April 2015
Dyer, Robertson & Lamme, Inc. 1998 - 2006
Skills
Wealth Management, Portfolio Management, Investments, Investment Management, High Net Worth..., Wealth, Asset Allocation, Investment Advisory, Mutual Funds
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 1998
MBA, Finance
Baylor University 1986 — 1990
BS, Biology
Mike Mills Wealth Management September 2012 - Present
Financial Planning Association 2012 - 2014
Mr. Credit Solutions July 2012 - August 2012
BBVA Compass January 2012 - July 2012
Texas Wings October 2005 - November 2011
True North Advisors June 2011 - August 2011
Lowell Wealth Management December 2010 - May 2011
Texas Tech University May 2010 - May 2011
Red to Black May 2010 - May 2011
Physical Therapy Today June 2006 - March 2007
Skills
Management, Public Speaking, Estate Planning, Customer Service, Microsoft Office, Strategic Financial..., Microsoft Excel, PowerPoint, Research, Budget, Microsoft Word, Strategic Planning
Education
Texas Tech University 2009 — 2011
MS, Personal Financial Planning
Texas Tech University 2003 — 2011
Masters of Science, Personal Financial Planning
Texas Tech University 2003 — 2008
BS, Psychology
Texas Tech University 2003 — 2008
Bachelor of Science, Psychology
True North Advisors November 2014 - Present
Strategic Financial Planning, Inc. February 2014 - September 2014
PFG Advisors February 2013 - June 2013
Raymond James Financial Inc. September 2008 - May 2010
American State Bank July 2007 - September 2008
Community Bank/Bank of America March 2003 - March 2004
Education
Texas Tech University 2011 — 2013
Bachelor's of Science, Personal Financial Planning, 4.0 Summa Cum Laude
Dallas Symphony Orchestra January 2014 - Present
Dallas Symphony Orchestra June 2012 - January 2014
Capital Advisors July 2008 - April 2012
Genesis Women's Shelter November 2006 - June 2008
True North Advisors November 2005 - November 2006
Optimum Investment Advisors 1999 - 2005
Skills
Fundraising, Community Relations, Non-profits, Strategic Planning, Public Speaking, Leadership Development, Community Volunteer, Investment Advisory, Financial Planning, Wealth Management, Event Planning, Investments, Nonprofits, Strategic Financial..., Community Development, Volunteer Management, Business Development, Annual Giving, Financial Advisory, Financial Services, Grant Writing, Relationship Management, Philanthropy
Education
Baylor University - Hankamer School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Finance with Empasis in International Business
True North Advisors November 2014 - Present
Foundation For Financial Planning 2008 - Present
The Leukemia & Lymphoma Society May 2007 - Present
Financial Planning Association - Dallas/Forth Worth 2000 - Present
Carter Financial Management December 2007 - October 2014
Financial Planning Association January 2011 - December 2013
The Capital Chart Room February 2006 - November 2007
Carter Financial Management June 2002 - January 2006
Skills
Retirement Planning, Employee Benefits, Securities, Personal Finance, Wealth Management, Alternative Investments, Investments, Asset Allocation, Financial Advisory, Leadership, Estate Planning, FINRA, Strategic Financial..., Retirement, Investment Advisory, Finance, Financial Planners, Financial Planning, Mutual Funds, Series 7, Wealth
Education
Texas A&M University 1995 — 1997
Bachelor's degree
Tarleton State University 1993 — 1994
True North Advisors February 2010 - Present
The Healing Consciousness Foundation October 2008 - Present
AG Technologies August 2008 - Present
Educational Testing Service (ETS) July 2013 - March 2014
NTT DATA Americas (formerly MISI Co., Ltd) July 2003 - October 2008
NTT DATA Americas (formerly MISI Co., Ltd.) July 1996 - October 2008
Prudential Insurance 1993 - 1996
Andersen Consulting (now Accenture) 1990 - 1993
Skills
Process Improvement, Management Consulting, Start-ups, Project Planning, New Business Development, Budgets, Management, Mergers, Sales, Proposal Writing, Integration, Business Process, Risk Management, Marketing, Vendor Management, Negotiation, Program Management, Business Analysis, Mergers, Strategic Planning, Strategy
Education
La Salle University 1996 — 1998
MBA, specialization in Organizational Management
Rider University 1986 — 1990
BS, Dual Majors: 1. Decision Sciences & Computers, 2.Marketing
ALM First Financial Advisors January 2010 - Present
True North Advisors February 2009 - January 2010
Harvard Companies August 2008 - January 2009
Education
Southern Methodist University - Cox School of Business 2006 — 2009
BBA, Finance, Economics
ACT Wealth Management, LLC December 2010 - Present
True North Advisors August 2006 - December 2010
Merrill Lynch 1998 - 2002
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA
Baylor University 1989 — 1994