Experience
KJ Scientific   2015 - Present
L Style G Style   November 2007 - Present
Ticketbud  October 2012 - December 2013
Bazaarvoice  September 2010 - September 2011
UBS Wealth Management   December 2005 - September 2010
LIFT Productions   October 2004 - December 2005
Louisiana Produces   March 2004 - December 2005
Movie Media   2000 - 2004
FastBand GlobalCast   1999 - 2000
Media Direct  1998 - 1999

Skills
Public Speaking, LGBT community, Social Networking, Social Media, Entrepreneurship, Start-ups, Strategic Planning, Strategic Partnerships, Business Development, Business Strategy, Strategy, Social Media Marketing, Marketing, Marketing Communications, Public Relations, Sales, Marketing Strategy, New Business Development, Selling, Online Marketing, Digital Marketing, SEO, Email Marketing, Digital Strategy

Education
The University of Texas at Austin   1991 — 1993
MBA, Entrepreneurship

University of Alabama   1986 — 1990
BBS, Finance & Economics

Loyola University, New Orleans, LA   1996 — 1996
Fellow, The Institute of Politics

Experience
blooom   February 2013 - Present
The Retirement Planning Group  February 2004 - October 2014
Wachovia Securities, LLC  November 2001 - February 2004
UBS Wealth Management   January 1997 - November 2001

Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Asset Management, Portfolio Management, Investment Advisory, Retirement Income..., Asset Allocation, Asset Managment, Retirement, Estate Planning, Finance, Strategic Financial..., Mutual Funds, Insurance, Financial Advisory, 401k

Education
The University of Kansas   1991 — 1995
Bachelor of Science in Business Administration, Business

Olathe South High School   1988 — 1991

Experience
UBS Wealth Management   2014 - 2015
Mizuho Securities Asia   2010 - 2011
Daiwa Capital Markets Hong Kong Ltd.   April 2008 - March 2010
Goldman Sachs  2007 - 2008
HSBC Capital Markets   2006 - 2007
CIBC World Markets  2005 - 2006
Morgan Stanley  2004 - 2005
Daimler Chrysler  2000 - 2002

Skills
Mining, Gold, Coal, Metals, Commodity, Corporate Finance, Iron Ore, Equities, Valuation, Equity Research, Private Equity, Business Strategy, Derivatives, Investment Banking, Finance, Portfolio Management

Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance

University of Cincinnati
Master of Science (M.S.), Engineering

The University of Texas

Experience
UBS Wealth Management   May 1998 - Present

Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
CAE  April 2015 - Present
CAE USA, Inc.   December 2010 - April 2015
USTA  June 2010 - June 2012
CAE USA, Inc.   December 2010 - January 2012
UBS Wealth Management   July 2010 - December 2010
Pie-fection, Inc.   November 2007 - June 2010

Skills
Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Social Media, Strategic Planning, Marketing Strategy, Budgeting, Market Research, New Business Development, Financial Analysis, Event Planning, Event Management, Forecasting, Marketing Communications, Customer Service, Public Relations, Account Management, Access, Financial Reporting, Program Management, Accounting, Negotiation, Outlook, E-commerce, English, Social Media Marketing, Problem Solving, Email Marketing, Salesforce.com, Photoshop, Advertising, Product Marketing, Financial Modeling, Product Development, Online Marketing, SharePoint, Business Strategy, Analytics, Business Analysis, Proposal Writing, Portfolio Management, Inventory Management, SEO, Competitive Analysis, Business Planning, Deltek, Collaborative Innovation, Microsoft Excel

Education
The University of Chicago Booth School of Business   2014 — 2014
Executive Program in Corporate Strategy, Business Strategy

University of Central Florida   2010 — 2012
MBA, Business Administration

University of Florida - Warrington College Of Business   2005 — 2009
BSBA, Economics

Experience
UBS Wealth Management   January 2009 - Present
Merrill Lynch  December 1994 - January 2009

Skills
Series 7, Series 63, Series 65, Private Pilot, Microsoft Office

Education
University of North Texas   2003 — 2007
Master of Business Administration (M.B.A.), Finance and Financial Management Services

The University of Texas at Dallas   1993 — 1996
Bachelor of Science (B.S.), Economics and Finance

Experience
PledgeCents  January 2013 - Present
Tech Wildcatters  February 2014 - June 2014
Royal Bank of Scotland  August 2010 - February 2014
Royal Bank of Scotland  June 2010 - August 2010
UBS Wealth Management   May 2007 - August 2007

Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Credit Analysis, Midstream, Oil/Gas, Portfolio Management, Finance, Business Planning, Investments, Risk Management, Data Analysis, Crowdfunding, Start-ups, Economics, Corporate Finance, Due Diligence, Oil & Gas

Education
The University of Texas at Austin - The Red McCombs School of Business   2006 — 2010
BBA, Finance, Accounting, Spanish

Experience
UBS Wealth Management   February 2015 - Present
Snellings Walters Insurance Agency  July 2014 - January 2015
NBIS  February 2011 - July 2014
AIG  October 2006 - January 2011

Education
The University of Georgia   2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Statistics

Experience
Ronald Blue & Co.   January 2015 - Present
Ashworth & Sullivan Wealth Management Group, LLC   January 2014 - December 2014
Independent Wealth Tax & Advisory   May 2012 - August 2012
UBS Wealth Management   May 2011 - August 2011

Education
The University of Georgia   2012 — 2013
Master of Science (M.S.), Family Financial Planning

University of Georgia - Terry College of Business   2008 — 2012
Bachelors of Business Administration, Business Management

Experience
Deutsche Bank Securities  May 2011 - Present
Bank of America Merrill   October 2002 - May 2011
UBS Wealth Management   June 1998 - October 2002

Skills
Wealth Management, Equities, Capital Markets, Private Equity, Asset Protection, Global Asset Allocation, Options Strategies, Structured Products, Alternative Investments, Estate Planning, Investment Banking, Fixed Income Products, Captive, Investment Advisory, Asset Allocation, Fixed Income, Securities

Education
The University of Georgia

Experience
The Corcoran Group  January 2000 - Present
UBS Wealth Management   January 2001 - January 2003
Climate Works   January 1998 - January 2000
Prime Health  January 1996 - January 1998

Skills
Luxury, Residential Homes, Sellers, Home Staging, Listings, Foreclosures, Commercial Real Estate, First Time Home Buyers, Buyer Representation, Relocation, Condos, Negotiation, Real Property, Property Management, Property, Apartments, Leases, Brokerage, Investors, Rentals, Referrals, Marketing Strategy, Short Sales, Single Family Homes, Contract Negotiation

Education
The University of Kansas   1989 — 1992
BS Chemistry, Chemistry

Wichita State University   1989 — 1992

Experience
Pershing LLC (a BNY Mellon company)   August 2012 - Present
Pershing LLC, a BNY Mellon Company  September 2011 - August 2012
UBS Wealth Management   December 2010 - April 2011
JP Morgan Chase  September 2010 - December 2010
UBS Wealth Management   June 2010 - August 2010
New York Life Insurance Company  April 2009 - August 2009

Skills
Financial Analysis, Series 7, Hedge Funds

Education
Iona College   2007 — 2011
BBA, Finance and Economics

The University of Notre Dame Australia   2010 — 2010
Study Abroad

Experience
UBS Wealth Management   June 2015 - Present
National Australia Bank  November 2012 - September 2014
Credit Suisse  April 2008 - December 2011
Merrill Lynch  August 1996 - January 2008
DIANON Systems, Inc.   August 1991 - September 1994
US Army  September 1989 - July 1991

Skills
Private Placements, Finance, Structured Finance, Investment Banking, Leadership, Financial Modeling, Capital Markets, Investments, Private Equity, Fixed Income, Equities, Corporate Finance, Asset Management, Valuation

Education
The University of Chicago - Booth School of Business   1994 — 1996
Master of Business Administration (MBA), Finance, General

United States Military Academy at West Point   1984 — 1988
Bachelor of Science (BS), French Studies

Experience
UBS Wealth Management   December 2011 - Present
Prudential Gary Greene, Realtors  April 2011 - December 2012
Texas Wealth Management   December 2009 - November 2010
UBS Financial Services, Inc.   March 2007 - December 2009
UBS Financial Services, Inc.   June 2004 - February 2007

Education
The University of Texas at Austin - The Red McCombs School of Business   2000 — 2004
BBA, Finance

Experience
Crop Production Services  April 2015 - Present
Central Ohio Farmers Cooperative   December 2013 - October 2014
Crop Production Services  September 2011 - December 2013
Direct Enterprises Inc.   November 2010 - March 2011
Heritage Cooperative  October 2008 - January 2010
Nationwide Financial  2002 - 2008
UBS Wealth Management   August 1998 - April 2002
Prudential Securities  July 1987 - August 1998
Crow's Hybrid Corn Company   June 1982 - July 1987
North American Plant Breeders   May 1980 - June 1982

Skills
Agronomy, Agriculture, Sales, Management, Crop, Marketing, Sales Operations, Corn, Grain, Soil, Sales Process, Agribusiness, Farms, Crop Protection, Sustainable Agriculture

Education
The Ohio State University   1974 — 1979
Bachelor of Science, College of Agriculture Department of Agronomy

Evergreen High School

Experience
Banco Santander  July 2012 - Present
Standard Chartered Bank  March 2010 - July 2012
UBS Wealth Management   February 2007 - April 2009
Citi  July 1998 - February 2007
Citibank  June 1997 - August 1997
Tristani Rubber Industries   September 1987 - August 1996

Skills
FINRA, Wealth Management, Series 7, Alternative Investments, Series 24, Investment Management, Series 63, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Investments, Private Banking, Trading, Bonds, Financial Advisory, Structured Products, Hedge Funds, Capital Markets, Fixed Income, Equities, Wealth, Emerging Markets, Financial Markets, Investment Banking, Wealth Management..., Asset Management, Investment Strategies, Mutual Funds, Bloomberg, Derivatives, FX Options, Options, Private Equity

Education
The University of Texas at Austin - Red McCombs School of Business
Master of Business Administration, Finance

Washington University in St. Louis
BA, Economics

Experience
UBS Wealth Management   July 2007 - Present

Education
University of Pennsylvania - The Wharton School   2012 — 2012
Certified Investment Management Analyst Program

The University of Kansas   2002 — 2007
Bachelors, Business, Finance

Wichita Collegiate High School   1998 — 2002

Experience
Johnson & Johnson  June 2015 - Present
Johnson and Johnson  May 2014 - May 2015
Janssen Research and Development  January 2013 - July 2013
UBS Wealth Management   June 2012 - December 2012
St. Charles Catholic Church and School   June 2011 - September 2011
Exel  June 2010 - September 2010
Balyeat, Leahy, Daley, and Miller Law Offices LLC   June 2007 - August 2009
American Trim  November 2008 - January 2009
Lima Memorial Health System  November 2008 - January 2009

Skills
Microsoft Office, Spreadsheets, Accounting, Work Ethic, Microsoft Excel, Corporate Finance, Leadership, SAP, Time Management, Teamwork, Access, Finance, Financial Reporting, Microsoft Word, Management

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2014
Bachelor of Science in Business Administration, Accounting, Finance, 3.551

Lima Central Catholic High SchoolMay 2009   2005 — 2009
Liberal Arts Diploma

Experience
UBS Wealth Management   June 2012 - Present
Morgan Stanley  November 1992 - June 2012

Education
The University of Georgia   1986 — 1990
Bachelor of Arts (BA), English Language and Literature, General

Experience
Waddell & Reed  April 2011 - Present
Waddell & Reed  March 2008 - April 2011
UMB  January 2006 - March 2008
UBS Wealth Management   2002 - 2004

Skills
Valuation, Financial Analysis, Financial Modeling, Equities, Fixed Income, Asset Management, Wealth Management, Investments, Asset Allocation, Finance, Investment Management, Private Equity, Portfolio Management, Mutual Funds, Alternative Investments, Series 7, Financial Advisory, Capital Markets, Series 63, Investment Strategies, Investment Advisory, Retirement Planning

Education
University of Kansas - Graduate School of Business   2004 — 2005
MBA, Finance

University of Kansas   1996 — 2001
Bachelor of Arts, Political Science

Experience
Ameriprise Financial Services, Inc.   April 2009 - Present
Wachovia Securities  November 2005 - April 2009
UBS Wealth Management   August 1998 - May 2004

Education
The University of Memphis   1971 — 1973

Experience
UBS Wealth Management   January 2014 - Present
UBS Wealth Management   February 2011 - December 2013
UBS  June 2009 - May 2011
UBS  December 2007 - May 2009
UBS  April 2005 - December 2007
Piper Jaffray  June 2004 - April 2005
Piper Jaffray  June 2002 - June 2004
Piper Jaffray  August 1999 - August 2001

Education
The University of North Dakota   1988 — 1993
B.B.A.

Lincoln High School   1986 — 1988
High School Diploma

Experience
U.S. Securities and Exchange Commission   May 2015 - August 2015
UBS Wealth Management   July 2014 - August 2014
Habitat for Humanity International  July 2013 - August 2013
West Avenue Pizza & Grill   May 2012 - August 2013
Temple Sholom in Broomall   September 2010 - May 2012

Skills
PowerPoint, Research, Microsoft Excel, Social Networking, Spanish, Ice Hockey, Data Analysis, Public Speaking, Leadership, Microsoft Office, Mac OS, Critical Thinking, Social Media, Event Planning, Event Management, Photoshop, Fundraising, Stata, Bloomberg Terminal, Financial Analysis

Education
Connecticut College   2012 — 2016
Economics

Dartmouth College - The Tuck School of Business at Dartmouth
Non-Degree Business Program, Accounting and Business/Management

The Haverford School   2008 — 2012

Experience
Point72 Asset Management  August 2015 - Present
Navigant Consulting  June 2013 - August 2015
Cup and Compass   April 2012 - June 2013
UBS Wealth Management   September 2011 - May 2012
Simple Alternatives   May 2010 - August 2011
Barclays Wealth (Formerly Lehman Brothers)   September 2008 - June 2010
Lehman Brothers  November 2007 - September 2008
Lehman Brothers  July 2005 - October 2007

Skills
Hedge Funds, Alternative Investments, Asset Management, Due Diligence, Mutual Funds, Investment Advisory, High Net Worth..., Entrepreneurship, Private Equity, Portfolio Management, Investments, Start-ups, Asset Allocation, Financial Modeling, Financial Services, Strategic Financial..., Strategy, Business Strategy

Education
The University of Texas at Austin   2002 — 2005
BBA, Business Honors and Finance

Experience
Simonton Windows  October 2014 - Present
Addison Group  May 2014 - October 2014
UBS Wealth Management   August 2012 - May 2014
Coleman Research  May 2013 - August 2013
REMAX Consultant Group  July 2011 - January 2012

Education
The Ohio State University - The Max M. Fisher College of Business   2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics

New Albany High School   2006 — 2010
High School Honors Diploma, College Preparatory

Experience
Twitch  March 2013 - Present
Justin.tv  March 2013 - June 2014
Ustream, Inc  August 2009 - March 2013
Xomad  January 2009 - 2012
L.E.K. Consulting   September 2006 - April 2009
Goldman Sachs  June 2005 - September 2005
Vector Marketing Corporation  May 2002 - September 2005
UBS Wealth Management   January 2004 - September 2004

Skills
Monetization, Advertising, Entertainment, Video, Operations Research, Digital Media, Digital Strategy, Strategic Partnerships, Online Advertising, Social Media, Analytics, Start-ups, Digital Marketing, Social Media Marketing, Strategy, Entrepreneurship, Business Development, Mobile Devices, Business Strategy, E-commerce, SaaS, Mobile Applications, Streaming Media, Marketing, Strategic Planning, New Media, Live Video Streaming, Mergers & Acquisitions, Content Strategy

Education
The University of Chicago Booth School of Business   2006 — 2006

University of Chicago   2002 — 2006
B.A., Law, Letters, and Society

Benet Academy   1997 — 2002

Experience
Self Employed  April 2013 - Present
Ameriprise Financial Services, Inc.   April 2011 - April 2013
Umpqua Investments, Inc.   May 2009 - April 2011
UBS Wealth Management   1995 - 2009
Kidder Peabody & Co.   February 1990 - January 1995

Skills
Series 7, Wealth Management..., Asset Allocation, Banking, Equities, Mutual Funds, Strategic Financial..., Business Analysis, Recruiting, Investment Advisory, Team Building, Team Leadership, Project Management, Communication Skills, Series 63, Uniform Combined State..., Financial Advisory, Retirement, Financial Services, Customer Service, Coaching, Financial Planning, Public Speaking, Investments, Leadership, Strategic Planning, Strategy

Education
The University of North Dakota
Bachelor of Science Business Administration, Marketing

Experience
MetroTech Net (IntelliSection)   June 2014 - Present
Flashpoint Agency   May 2014 - Present
Brand Licensing Team   June 2013 - August 2013
UBS Wealth Management   June 2012 - August 2012
Self-employed private tutor  January 2011 - May 2011
Linch Capital, LLC   January 2011 - April 2011
The Crabs Claw   July 2010 - August 2010
Physician Interlink, LLC   May 2010 - June 2010

Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, QuickBooks, Facebook, Twitter, Microsoft Office, PowerPoint, Leadership, Social Networking, Marketing, Business Development, Research, Public Speaking, Start-ups

Education
The University of Georgia   2009 — 2014
Bachelor of Business Administration (BBA), Marketing and Finance

The University of Georgia, Terry School of Business   2011 — 2013
Bachelor of Business Administration, Finance and Marketing

Experience
Avant  February 2015 - Present
Aon  July 2014 - February 2015
Performics  April 2013 - June 2014
Performics  February 2011 - April 2013
Northern Trust  January 2010 - February 2011
Eagle Market Makers  July 2009 - December 2009
UIC College of Business   January 2009 - May 2009
UIC Investment Society   September 2007 - May 2009
m. hedayat + associates, p.c   December 2008 - February 2009
UBS Wealth Management   January 2008 - October 2008

Skills
Pricing, Pricing Strategy, Pricing Analysis, Financial Analysis, Financial Reporting, Forecasting, Market Making, Monthly Reporting, P&L, QlikView, Hyperion, New Business Development, Microsoft CRM, Salesforce.com, Reconciliation, Account Reconciliation, Social Media, Tutoring, Data Analysis, Strategy, Hyperion Enterprise, Corporate Finance, Analysis, Financial Modeling, Management, Leadership, Analytics

Education
University of Illinois at Chicago   2007 — 2009
BS, Finance

The University of Chicago - Booth School of Business

Naperville Central High School   2001 — 2005

Experience
Bloomberg LP  September 2015 - Present
CFA Institute  August 2015 - Present
Morgan Stanley  June 2015 - August 2015
UBS Wealth Management   May 2014 - May 2015
OlyThumbs Ltd.   December 2013 - August 2014
Napoli, Bern Ripka, Shkolnik, LLP.   May 2013 - July 2013
CrossFit Central LI   March 2013 - April 2013
Piquet Lane Pool & Tennis Club   April 2010 - July 2012
Piquet Lane Pool & Tennis Club   April 2009 - March 2010

Education
The Ohio State University Fisher College of Business   2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A.), Investments and Securities, Senior

Syosset High School   2008 — 2012
New York State Advanced Regents Diploma, General Studies, 3.7 GPA

Experience
Startup  September 2015 - Present
Square  January 2015 - September 2015
Putnam Accessory Group  June 2014 - January 2015
Groupon  January 2014 - May 2014
Groupon  March 2011 - January 2014
CDW  May 2010 - March 2011
UBS Wealth Management   July 2006 - August 2006

Skills
Sales, Salesforce.com, Social Media, Social Media Marketing, Cold Calling, Sales Management, Account Management, Management, Leadership, Business Development, Sales Operations, Training, Strategy, Strategic Partnerships, Start-ups, Marketing

Education
The University of Chicago Booth School of Business

University of Wisconsin-Madison   2004 — 2008
Bachelor of Science

Barrington High School   2002 — 2004

Experience
Arcé Law Group, P.C.   September 2015 - Present
Callagy Law  November 2013 - January 2015
National Labor Relations Board  January 2013 - May 2013
University of Connecticut School of Law  June 2010 - May 2013
Liberty Mutual Insurance  May 2012 - August 2012
The Hartford  January 2012 - May 2012
UBS Wealth Management   May 2011 - August 2011
Norrie and Associates   July 2009 - April 2010
Pogust, Braslow, and Millrood   February 2008 - November 2009
Womens International League of Peace and Freedom   June 2007 - August 2007

Skills
Legal Research, Legal Writing, Westlaw, Litigation, Immigration Law, Public Speaking, Employment Law, Civil Litigation, Mediation, Corporate Law, Lexis, Research, Commercial Litigation, PowerPoint, Microsoft Office, Microsoft Excel, Non-profits, Microsoft Word, Spanish, Courts, Trials, Legal Issues, Intellectual Property, Patents, Trademarks, Legal Assistance, Employment..., Social Media, Appeals

Education
The University of Connecticut School of Law   2010 — 2013
J.D., Law

Villanova University   2005 — 2009
BS, International Business & Marketing

Experience
Silver Field Capital, LLC   July 2015 - Present
Morningstar  July 2013 - Present
Morningstar  April 2013 - June 2013
Morningstar  April 2012 - March 2013
Morningstar  January 2011 - May 2012
Morningstar  January 2009 - December 2010
Morningstar  January 2008 - December 2008
UBS Wealth Management   February 2006 - January 2008

Skills
Investments, Mutual Funds, Asset Allocation, Alternative Investments, Asset Managment, Hedge Funds, Portfolio Management, Derivatives, Asset Management, Strategic Financial..., Due Diligence, Equities, Business Development, Wealth Management, Investment Strategies, Fixed Income, Investment Management, Series 7, Financial Services, Securities, Bloomberg, Strategy, Series 63, Investment Advisory, Equity Research, Financial Markets, Capital Markets, Valuation, ETFs, Financial Advisory, Relationship Management, Bonds, Morningstar, Morningstar Direct, Financial Planning

Education
The University of Chicago - Booth School of Business   2011 — 2015
MBA, Accounting, Entrepreneurship, Finance, Strategy with Honors.

University of Michigan   2002 — 2005
BA, Economics

Universidad de Salamanca   2004 — 2004

Experience
EY  July 2014 - June 2015
Ernst & Young  January 2013 - March 2013
UBS Wealth Management   August 2011 - December 2012
Wedgewood Golf and Country Club  May 2006 - September 2011

Skills
Social Media, Consulting, Microsoft Office, Microsoft Word, Social Media Marketing, Customer Service, Microsoft Excel, PowerPoint, Marketing, Sales, Strategic Planning, Photoshop, Event Management, Spanish, Investments, Team Leadership, Access, Process Improvement, Negotiation, New Business Development, Auditing, Finance, Time Management, Leadership, Entrepreneurship, Creative Strategy, Start-ups

Education
The Ohio State University - The Max M. Fisher College of Business   2009 — 2013
Accounting

Bishop Watterson High School   2005 — 2009

Experience
Fujitsu Network Communications  August 2013 - Present
Prolific Systems, LLC   January 2005 - Present
The Realtime Group  2012 - 2013
Overture Networks  2010 - 2012
Lennox International  2009 - 2010
Cisco  2004 - 2009
Yang & Associates, Inc.   1994 - 2005
Fujitsu Network Communications  2004 - 2004
UBS Wealth Management   2002 - 2004
TelStrat  2001 - 2002

Skills
C++, C, Embedded Software, Linux, pSOS, VxWorks, Ethernet, Embedded Linux, Optical Network, SONET/SDH, ROADM, Device Drivers, Real Time, TDMoIP, Unix, Assembly Language, TCP/IP, Telecommunications, Integration, ClearCase, SDH, Subversion, Strategic Planning, Embedded Systems, SQL, Software Design, Software Development, Software Engineering, Troubleshooting, UML, System Architecture, VoIP, Testing, SNMP, Perl, Object Oriented Design, SDLC, Wireless, IP, Shell Scripting, Hardware

Education
The University of Dallas - Graduate School of Management   2013 — 2016
Master of Business Administration (MBA)

The University of Texas at Austin   1985 — 1990
BS

San Angelo Central High School   1984 — 1985

Wagner High School, Clark Air Force Base, Philippines   1981 — 1984

Experience
1855 Wine Consultants   August 2014 - Present
Consultation Expert Solutions (CES)   December 2012 - Present
Integrated Data Services  July 2009 - November 2012
UBS Wealth Management   July 2006 - July 2009
US Air Force  June 2004 - June 2006
US Air Force  June 2000 - June 2004

Skills
DoD, Air Force, Systems Engineering, Contract Management, Budgets, Program Management, Strategic Planning, Process Improvement, Leadership, Risk Management, Team Leadership, Team Building, Financial Analysis, Government, Change Management, Security Clearance, Managerial Finance, Military, Analysis, Cross-functional Team..., Management, Mergers & Acquisitions

Education
The Ohio State University - The Max M. Fisher College of Business   2004 — 2006
MBA

United States Air Force Academy   1996 — 2000
Bachelor of Science (BS), Management

Experience
Draftapp   July 2014 - Present
Infochimps, a CSC company   October 2013 - July 2014
Independent  February 2011 - October 2013
Zephyr Associates, Inc.   January 2008 - February 2011
UBS Wealth Management   October 2006 - March 2008
Morgan Stanley  2003 - 2006

Skills
Wealth Management, Asset Allocation, Alternative Investments, Marketing, Investments, Mutual Funds, Finance, Asset Management, Hedge Funds, Equities, Analytics, Strategy, Portfolio Management, Management, Start-ups, Financial Markets, Leadership, Fixed Income, Strategic Planning, Cloud Computing

Education
The University of Texas at Austin - The Red McCombs School of Business   2013 — 2014
Master's degree, Technology Commercialization

Vanderbilt University   1998 — 2002

Experience
UBS Wealth Management   November 2012 - Present
Smith Barney  March 2002 - November 2012

Skills
High Net Worth..., Privately Held Family..., Multigenerational..., Family Business, Family Governance, Strategic Planning, Financial Analysis, Wealth Management, Investments, Family Office, Venture Philanthropy, Private Foundations

Education
The University of Georgia   1995 — 2000
Finance

University of Georgia - Terry College of Business   1995 — 1999

Experience
Gulf Coast Western  June 2014 - Present
Newport Strategic Search  August 2013 - May 2014
Lawson Financial, Modern Shade and Cunningham & Moore   January 2010 - June 2013
Southwest Securities  May 2005 - December 2009
UBS Wealth Management   July 2002 - May 2005
Wachovia Securities Financial Network  May 2000 - July 2002

Skills
Recruiting, Account Management, Business Intelligence, Business Planning, Business Management, Financial Planning, Financial Reporting, Team Leadership, New Business Development, Organizational..., Planning, Investment Banking, Financial Management, Sales Management, Valuation, Wealth Management, Equities, Options, Corporate Finance, Funding, Financial Advisory, Investment Advisory, Trading, Mergers, Negotiation, Capital Markets, Asset, Sourcing, Executive Positions, Healthcare, Healthcare Industry, Healthcare Information..., Healthcare Management, Hospitals, CFOs, Controllers, Accounting, Strategic Financial..., Management, Risk Management, Marketing, Finance, Credit, Banking

Education
The University of Dallas   1990 — 1997
B.A., Philosophy

The University of Dallas   1990 — 1997
Bachelor of Arts (B.A.), Philosophy

Seguin High School   1987 — 1990
Graduated with honors, Honors, AP

Experience
Personal Capital  November 2014 - Present
UBS Wealth Management   April 2013 - October 2014
UBS Wealth Management   November 2008 - April 2013
UBS Wealth Management   September 2007 - November 2008

Education
University of Kansas   2002 — 2007
Bachelor's degree, Economics

Experience
EY  June 2013 - August 2013
Wilensky & Co., PC   June 2012 - July 2012
UBS Wealth Management   June 2011 - August 2011
Marietta Eye Clinic  May 2011 - June 2011

Education
The University of Georgia   2013 — 2014
Master of Accounting (MAcc), Accounting

The University of Georgia   2009 — 2013

Experience
J.P. Morgan   July 2015 - Present
J.P. Morgan   May 2012 - July 2015
JPMorgan Chase  September 2011 - May 2012
Corinthian Partners L.L.C.   July 2011 - September 2011
UBS Wealth Management   January 2011 - June 2011
CBOT  June 2009 - August 2009
Blue Capital Group  June 2009 - August 2009
IOCOM  June 2009 - August 2009

Skills
Investments, Valuation, Financial Analysis, Financial Modeling, Securities, Trading

Education
Investment Banking Institute   2011 — 2011
Training Program

The University of Georgia   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Experience
Global Hunter Securities  October 2014 - Present
Frost Bank  June 2013 - October 2014
UBS Wealth Management   June 2012 - June 2012
Commerce Street Capital,LLC  June 2011 - July 2011

Skills
Bloomberg, Valuation, Morningstar, Financial Modeling, Finance, Analysis, Investments, Financial Analysis, CRM, Credit, Corporate Finance

Education
The University of Texas at Austin - The Red McCombs School of Business   2009 — 2013
BBA, Corporate Finance and Investment Banking

Experience
UBS Wealth Management   August 2015 - Present
American Funds  January 2014 - May 2015
Protective Life  December 2010 - October 2013
Hartford  January 2007 - January 2011
IBM  October 2002 - December 2005

Education
The University of Texas at Arlington   1997 — 2003
International Business, International Business

Experience
Acentia  August 2010 - Present
CDI  December 2007 - December 2009
UBS Wealth Management   1996 - 2007
Deutsche Bank  1994 - 1996
IBM  1978 - 1994

Skills
AIX, Storage, NAS, Enterprise Architecture, Cloud Computing, Security, Unix, Disaster Recovery, Virtualization, Linux, Data Center, Perl, Vendor Management, IT Strategy, SAN, Shell Scripting

Education
The University of Texas at Austin   1980 — 1983
MSEE, Computer Science

University of Michigan   1973 — 1977
BSEE, Electrical Engineering

University of Michigan   1973 — 1977
BSCE, Computer Engineering

Experience
SAGA Group, LLC   June 2014 - Present
State Street Global Services  April 2013 - May 2014
Morgan Stanley  November 2008 - April 2013
EWM Group, PC   July 2005 - November 2008
UBS Wealth Management   May 2003 - August 2003

Skills
Real estate accounting, Commercial Real Estate, Auditing, Investments, Mutual Funds, Financial Analysis, CPA, Valuation, Tax, Real Estate, Insurance, Financial Modeling, Budgets, Accounting

Education
The University of Georgia   2007 — 2009
Graduate, Master's of Business Administration

University of Georgia - Terry College of Business   2007 — 2009
MBA, Business Administration

University of South Alabama   2000 — 2005

Experience
Citi  June 2011 - Present
Citi  2006 - June 2011
UBS Wealth Management   2001 - 2006
UBS  2001 - 2006
Merrill Lynch  1996 - 2001
Scholastic  1994 - 1995
MCI  1991 - 1994

Education
Thomas Edison State College   2008 — 2011
BS, Homeland Security & Emergency Management

Experience
UBS Wealth Management   April 2005 - Present
Wells Fargo Advisors  November 1993 - April 2005
Huntington National Bank  March 1991 - July 1993

Education
The Ohio State University   1985 — 1989
B.S.B.A., Finance

Warren JFK H.S.

Experience
Berk Cleveland Rathmell Wealth Strategies   January 2015 - Present
J. Ladden Financial Services, LLC   May 2011 - January 2015
Mass Mutual  February 2008 - December 2014
Northwestern Mutual  May 2007 - November 2007
Summer Study Programs  July 2005 - August 2005
UBS Wealth Management   May 2005 - July 2005

Skills
Investments, Retirement Planning, Long-term Care, Portfolio Management, Insurance, Finance

Education
University of Kansas   2003 — 2007
BS, Finance

Experience
JPMorgan Chase  May 2015 - Present
JPMorgan Chase & Co.   May 2013 - May 2015
UBS Wealth Management   October 2012 - May 2013
JPMorgan Chase & Co.   July 2009 - October 2012
JPMorgan Chase  February 2007 - June 2009
JPMorgan Chase & Co.   February 2006 - February 2007
JPMorgan Chase & Co.   August 2005 - January 2006

Skills
Internet Banking, Mobile Banking, Online Trading, Competitive Analysis, Product Management, XML, Retail Banking, Banking, Strategy, Leadership, Electronic Trading..., Vendor Management, Business Development, Financial Services, Management, Process Improvement, Project Management, Training, Financial Analysis, SDLC

Education
New York University - Leonard N. Stern School of Business   2009 — 2012
MBA, Economics, Int'l Business

The Ohio State University Fisher College of Business   2001 — 2005
BSBA, Transportation & Logistics

Experience
UBS Wealth Management   April 2014 - Present
AllianceBernstein  March 2007 - April 2014
Entrust Management LLC   2002 - 2007
Scudder Investments  1999 - 2002
State Street Research  1996 - 1999
JP Morgan Chase  1989 - 1996
SunTrust Bank  1984 - 1989

Education
The University of Chicago - Booth School of Business   1987 — 1989
MBA, Finance

University of Pennsylvania - The Wharton School   1980 — 1984
Bachelor of Science and Economics (BSE), Finance

Experience
Roark Capital Group  November 2012 - March 2015
Roark Capital Group  December 2009 - November 2012
Roark Capital Group  May 2009 - August 2009
Sigma Nu Fraternity, Inc.   July 2008 - July 2009
UBS Wealth Management   May 2008 - July 2008

Skills
Private Equity, LBO, Mergers & Acquisitions, Financial Modeling, Valuation, Portfolio Management, Analysis, Finance, Investment Banking, Capital IQ, Due Diligence, Financial Analysis, Entrepreneurship, Corporate Finance, Capital Markets, M&A experience, Applied Mathematics, Equities, Fundamental Analysis, Debt & Equity Financing, Business Statistics, Investments

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Finance

The University of Georgia   2005 — 2009
Bachelor of Science (B.S.), Mathematics

University of Georgia - Terry College of Business   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance

Northview High School

Experience
UBS Wealth Management   October 1987 - Present

Skills
Process Improvement, Operations Management, Management, Program Management, Project Management, Budgets, Leadership, Business Development, Team Building, Account Management, Customer Service, Financial Analysis, Risk Management, Microsoft Office, Banking, Strategic Planning, Investments, Mergers & Acquisitions

Education
The University of Memphis   1979 — 1984
BBA, Finance

Bishop Byrne High School, Memphis, TN

Experience
Merrill Lynch  September 2006 - February 2008
UBS Wealth Management   September 2001 - September 2006
Morgan Stanley  May 1996 - September 2001

Education
The University of Texas at Austin   1991 — 1996
BA, Government

Experience
HSBC Global Banking and Markets  November 2014 - Present
Barclays Capital  July 2005 - November 2014
UBS Wealth Management   2002 - 2005

Education
The University of Hull   1997 — 1998

University of Massachusetts, Amherst   1994 — 1998

Experience
Champaign Landmark Inc.   October 2008 - Present
Nationwide Financial  April 2002 - April 2008
UBS Wealth Management   August 1998 - April 2002
Crow's Hybrid Corn Company   June 1982 - July 1987

Education
The Ohio State University   1974 — 1978
Bachelor, Agronomy-Study of Plants and Soils

Experience
UBS Wealth Management   July 2014 - Present
Bernstein Private Wealth Management  September 2004 - July 2014
Morgan Stanley  August 2003 - September 2004

Education
The University of Georgia   1999 — 2003
BBA, Banking and Finance

University of Georgia - Terry College of Business   1999 — 2003
BBA, Banking and Finance

Berkeley Preparatory School   1995 — 1999
High School

Experience
UBS Wealth Management   September 2005 - September 2010
Merrill Lynch  January 1993 - August 2005

Skills
Strategic Financial..., Financial Goals, Financial Analysis, Risk Management, Financial Modeling, Finance, Asset Managment, Portfolio Management, Investments, Forecasting, Insurance, Series 7, Account Management, Strategic Planning

Education
Vermont College of Fine Arts   2011 — 2013
Creative Writing, 4th Semester

Trinity University   1975 — 1977
Master of Arts (M.A.), English Language and Literature/Letters

The University of Texas at Austin   1970 — 1973
Bachelor of Arts (B.A.), English Language and Literature, General

Experience
ICAP Patent Brokerage (ICAP Ocean Tomo)   September 2012 - Present
ICAP  July 2011 - August 2012
ICAP  December 2007 - August 2012
UBS Wealth Management   October 2006 - May 2007
National Instruments  August 2006 - December 2006
Jefferies & Company  May 2006 - August 2006

Skills
Equities, Business Development, Acquisitions, Bloomberg, Financial Modeling, Valuation, Hedge Funds, Investment Banking, Capital Markets, Fixed Income, Private Equity, Financial Analysis, Patents, Investments, Mergers, Economics, Mergers & Acquisitions, Intellectual Property, IP transactions, Patent Portfolio..., Entrepreneurship, Venture Capital, Equity Research, Trading, Due Diligence, Portfolio Management, Investment Strategies, Banking, Derivatives, Securities

Education
The University of Texas at Austin - Red McCombs School of Business   2003 — 2007
Bachelor of Business Administration, Finance

Experience
UBS Wealth Management   September 1986 - Present

Education
The College for Financial Planning
MS, Financial Planning

The University of Texas at Austin   1968 — 1972
BA, Economics

Experience
Monticello Associates  April 2013 - Present
Nuveen Investments  November 2010 - March 2013
HSBC  August 2009 - November 2010
Lakefront Partners, LP   May 2008 - July 2008
Morningstar UK, Ltd   September 2007 - December 2007
XE Capital Management  May 2007 - August 2007
UBS Wealth Management   May 2006 - August 2006

Skills
Bloomberg Terminal, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Fixed Income, Investments, Capital Markets, Series 7, Asset Allocation, Private Equity, Asset Managment, Asset Management, Due Diligence

Education
The University of Chicago Booth School of Business   2014 — 2017

University of Notre Dame   2005 — 2009
Bachelor of Business Administration, Finance

University of Notre Dame - Mendoza College of Business   2005 — 2009
BBA, Finance

Walsh Jesuit   2001 — 2005
Diploma, College Preparatory

Experience
JPMorgan Chase  March 2012 - Present
Pearson  June 2010 - April 2012
UBS Wealth Management   April 2011 - August 2011
The Ohio State University  February 2009 - June 2011

Skills
Mathematics, Analysis, Economics

Education
The Ohio State University   2007 — 2012
Bachelor of Arts, Economics

Experience
UBS Wealth Management   August 2012 - Present
UBS Wealth Management   July 2010 - August 2012
Smith Barney Brokerage Firm  June 2005 - April 2010

Education
The University of Memphis

University of Mississippi

Experience
UBS Wealth Management   April 2009 - Present
Smith Barney  November 2001 - April 2009
Paine Webber  April 1994 - November 2001

Skills
Portfolio Management, Investments, Equities, Fixed Income, Financial Services, Banking, Wealth Management, Capital Markets, Risk Management, Asset Management

Education
The University of New Mexico   1981 — 1986
Bachelor's degree, Business

Widefield High School   1977 — 1981

Experience
UBS Wealth Management   October 2013 - March 2015
UBS Wealth Management   August 2005 - October 2013
Lehman Brothers  February 2000 - July 2003

Skills
Capital Markets, Financial Modeling, Management, Strategy, Strategic Planning, Finance, Leadership

Education
Tuck School of Business at Dartmouth   2003 — 2005
Master of Business Administration (M.B.A.), General Management

New York University - Leonard N. Stern School of Business   1996 — 2000
Bachelor of Science (B.S.), Finance & Information Systems

Experience
UBS Wealth Management   June 2012 - August 2012

Education
The University of New Mexico   2006 — 2010
Bachelors of Business Administration, Finance and Financial Management Services, Minor Political Science

The University of New Mexico
Master of Business Administration (M.B.A.), Accounting

Experience
UBS Wealth Management   May 2015 - Present
Outback Steakhouse  May 2014 - August 2014
Coney Island Amusment Park   May 2011 - August 2013

Education
The Ohio State University   2013 — 2017
Bachelor of Arts (B.A.), Economics, English

Archbishop McNicholas High School   2009 — 2013