United Development Funding
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United Development Funding Employees
SunTrust Robinson Humphrey June 2014 - Present
Economic Forecasting Center, Georgia State University June 2013 - May 2014
The Wiley Real Estate Group January 2013 - May 2013
United Development Funding March 2012 - September 2012
Student Programming at the University of Dallas April 2011 - May 2012
University of Dallas September 2009 - April 2012
Republic Bank May 2011 - August 2011
Skills
Customer Service, Microsoft Office, Event Management, Team Leadership, Budget Management, Market Research, Financial Analysis, Economics, Budgets, Microsoft Excel, Research, Event Planning, Analysis, Fundraising, Teaching, Social Media, Management, Leadership, PowerPoint, Public Speaking, Business Planning, Finance, Data Analysis, Statistics, Sales, Time Management, Access
Education
Georgia State University 2012 — 2014
Master of Science (MS), Finance
Georgia State University 2012 — 2014
Master of Science (M.S.), Business Economics
The University of Dallas 2008 — 2012
Bachelor of Arts (B.A.), Economics and Finance Major
Holy Angels Academy 2004 — 2008
Diploma
Hunt Mortgage Group September 2014 - Present
University of Dallas August 2013 - May 2014
United Development Funding June 2013 - August 2013
Spanish Grove Academy June 2011 - August 2012
Alamo Prism Communication, LLC December 2011 - January 2012
University of Dallas September 2011 - December 2011
University of Dallas January 2011 - May 2011
University of Dallas September 2010 - December 2010
Education
The University of Dallas 2010 — 2014
Bachelor of Arts (B.A.), Economics & Finance
Tom C. Clark High School, San Antonio, TX 2006 — 2010
High School Diploma, Advanced Placement
Colegio Mater Salvatoris 1995 — 2003
Goodway Group December 2014 - Present
Stitch Fix May 2015 - August 2015
Front Range Product Promotions June 2014 - December 2014
United Development Funding October 2010 - June 2014
Amanda Erin Photography May 2006 - September 2010
The Little Gym International, Inc. September 2009 - August 2010
Primrose Schools May 2008 - January 2010
Skills
Social Media, Photojournalism, Facebook, Social Media and..., Adobe Creative Suite, Microsoft Excel, Adobe Photoshop,..., Microsoft Word, Microsoft Powerpoint, Digital Photography, Portrait Photography, Mac OS, PC Operating Systems, Social Networking
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts (B.A.), Journalism
University of Virginia 2008 — 2008
Worldwide, Semester at Sea
Hopkins High School 2003 — 2006
High School Diploma
Tannery & Company Wealth Management June 2015 - Present
Tannery & Company Wealth Management September 2013 - August 2014
SVAA March 2013 - August 2013
United Development Funding June 2012 - August 2013
Skills
Financial Analysis, Microsoft Excel, Macroeconomics, Economics, Data Analysis, Analysis, PowerPoint, Econometrics, Equities, Investments, Securities, Market Research, Mutual Funds
Education
The University of Texas at Austin 2014 — 2018
Red McCombs School of Business
JJ Pearce High School 2010 — 2014
United Development Funding December 2014 - Present
DeNova Homes, Inc. June 2005 - December 2014
Skills
Real Estate, Financial Analysis, Forecasting, Financial Modeling, Real Estate Economics, Underwriting, Due Diligence, Feasibility Studies, Land Acquisition, Budgets, Entitlements, Real Estate Development, Contract Negotiation, Strategic Planning, Project Management, Construction, Land Development
Education
UC Santa Barbara
Business Economics
Heartland Automotive Services, Inc. July 2014 - Present
United Development Funding November 2011 - July 2014
BKD, LLP October 2007 - November 2011
Davis Clark & Company May 2004 - October 2007
Skills
Auditing, Accounting, US GAAP, GAAP, Assurance, Financial Reporting, Internal Controls, SEC filings, Financial Statements, Financial Accounting, Revenue Recognition, Tax, General Ledger, Sarbanes-Oxley, CPA
Education
The University of Texas at Arlington 2002 — 2004
MS, Accounting
Texas A&M University - Mays Business School 2000 — 2002
MS, Finance
Westwood Holdings Group, Inc. June 2014 - Present
United Development Funding September 2013 - December 2013
Annandale Capital May 2013 - September 2013
St. James Investment Company September 2012 - January 2013
Robert R. Redwitz & Co. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Writing, Online Research, Finance, Mutual Funds, SPSS
Education
The University of Dallas 2010 — 2014
Bachelor of Arts (B.A.), Economics and Finance
JSerra Catholic High School 2006 — 2010
Diploma
United Development Funding December 2011 - Present
United Development Funding February 2010 - December 2011
MQ Power February 2007 - August 2009
Skills
Event Management, Marketing Communications, Market Research, Social Media, Integrated Marketing, Social Media Marketing, Public Relations, Marketing, Direct Marketing, Marketing Management, Email Marketing, Brand Development, Brand Management, Social Networking, Digital Marketing
Education
Texas A&M University
BBA, Marketing
United Development Funding January 2014 - Present
Michigan State University August 2009 - May 2013
Michigan State University July 2012 - August 2012
Hubble Connections January 2012 - April 2012
Private Trader June 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, Marketing Research, Social Media, Photoshop, Microsoft Office, PowerPoint, Advertising, Social Media Marketing, Facebook, Public Relations, Marketing Communications
Education
Michigan State University 2009 — 2013
Bachelor of Communication Arts in Advertising, Advertising
Sun State Builders/Chamberlain Development December 2014 - Present
Walton Development and Management October 2013 - July 2014
Meritage Homes Corporation January 2013 - October 2013
Lighthouse Solar June 2010 - November 2011
United Development Funding March 2008 - March 2010
Meritage Homes Corporation February 2003 - March 2008
RAL Financial Consulting, LLC January 2002 - February 2003
MCO Properties May 1993 - January 2002
Cordillera September 1989 - April 1993
Various Accounting Firms January 1985 - September 1989
Skills
Accounting, Due Diligence, Real Estate, Real Estate Development, Financial Reporting, Finance, Contract Negotiation, Mergers & Acquisitions, Investments, Commercial Real Estate, Real Estate Transactions, Budgets, Entitlements
Education
University of Minnesota - Carlson School of Management 1982 — 1984
B.S., Accounting
Winona State University 1980 — 1981
General Studies
Boardwalk Pipeline Partners, LP June 2015 - Present
Eagle Land Services June 2014 - May 2015
United Development Funding January 2013 - June 2013
Skills
Financial Analysis, Due Diligence, Credit, Mutual Funds, Economics, Analysis, Financial Services, Investment Properties, Process Improvement, Financial Modeling, Finance, Private Equity, Valuation, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Leadership, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Social Media, Customer Service, Microsoft Excel, Research, PowerPoint
Education
The University of Dallas 2012 — 2015
Bachelor of Arts, Economics
University of San Diego 2011 — 2012
Bachelor of Arts (B.A.), Economics
Titan Alternatives Real Estate & Finance June 2015 - Present
United Development Funding 2010 - May 2015
Skills
Mutual Funds, Securities, Investments, Alternative Investments, Series 7, Private Placements, Series 63, Financial Analysis, Investment Advisory, Investment Strategies, Separately Managed..., Hedge Funds, FINRA, Financial Advisory, Asset Allocation, Financial Services, Equities, Due Diligence, Leadership, Asset Management, Finance
Education
Luther/Northwestern
Masters
The University of Texas at Austin
Bachelors
United Development Funding April 2015 - Present
United Development Funding June 2012 - April 2015
Condley and Company January 2008 - June 2012
Surprises Gift Shop 2003 - 2007
Skills
Accounts Payable, Auditing, Financial Statement..., Financial Statements, GAAP, Microsoft Office, Financial Reporting, Financial Analysis, Financial Accounting, Banking, General Ledger, US GAAP, Accounting
Education
Abilene Christian University 2003 — 2007
BBA, MAcc, Accounting
United Development Funding August 2013 - Present
USAA October 2012 - August 2013
Franklin American Mortgage Company December 2011 - October 2012
GTI, Inc. November 2010 - December 2011
University of North Texas June 2009 - December 2009
Skills
Microsoft Office 2010, PowerPoint, Word, Excel, Access, Quickbooks, Peachtree, Accounting, Mortgage Lending, Mortgage Banking, Financial Accounting, Income Tax, Microsoft Word, Microsoft Excel, QuickBooks, Process Improvement, Inventory Management, Microsoft Office, Customer Service, Budgets, Sales, Finance, Refinance, Banking, Credit, GAAP, Loans, Time Management, Financial Analysis, Teamwork, Spreadsheets, Cost Accounting, Residential Mortgages, Leadership, Auditing, Call Centers, Financial Reporting, Accounts Receivable, Payroll, Accounts Payable, Strategic Financial..., General Ledger, Account Reconciliation, Office 2010, Risk Management, Internal Audit, Sarbanes-Oxley Act, Forecasting, Invoicing, Financial Statements
Education
University of North Texas 2009 — 2011
Bachelor’s Degree, Accounting
Lone Star College
Accounting Advanced Technical Certificate
Moody's Investors Service February 2015 - Present
GE Capital September 2013 - January 2015
GE Capital January 2013 - August 2013
Merrill Lynch May 2012 - August 2012
United Development Funding January 2012 - May 2012
Skills
Social Media, Market Research, Event Management, Economics, Analysis, Corporate Budgeting, Leadership, Social Media Marketing, Public Speaking, Finance, Time Management, Editing, Financial Analysis, Event Planning, Blogging, Sales, Budgets, PowerPoint, Research, Facebook, Microsoft Excel, Business Development, Social Networking, Data Analysis, Nonprofits, Teamwork, Microsoft Word, Operations Management
Education
The University of Dallas 2009 — 2013
Economics & Finance, Business Concentration
East Greenwich High School 2005 — 2009
High School Diploma
Orora North America September 2015 - Present
Omni Hotels & Resorts March 2014 - September 2015
Omni Hotels & Resorts February 2013 - March 2014
Aaron's, Inc August 2012 - January 2013
United Development Funding May 2011 - August 2011
Mason Companies June 2006 - May 2010
Skills
Research and Analysis, Budgeting, Reporting, Negotiating, Process-Oriented and..., Microsoft, PowerPoint,..., Event Planning, Analysis, Budgets, PowerPoint, Research, Negotiation, Sales, Event Management, Marketing, Coaching, Finance, Public Relations, Leadership, Microsoft Word, Microsoft Excel, Financial Analysis, Market Research, Social Media, Microsoft Office, Customer Service, Team Leadership, Management, Teamwork, Time Management, Data Analysis, Oracle, Outlook, Social Networking
Education
The University of Dallas 2008 — 2012
BA, Economics, Business
Brookfield Investment Management June 2013 - Present
United Development Funding May 2012 - June 2013
United Development Funding September 2011 - May 2012
Meridian Energy Corporation May 2011 - August 2011
Skills
Writing, Macroeconomics, Data Analysis, Real Estate Investment, Monetary Policy, Economic Research, Econometrics, Excel, Competitive Analysis, Microsoft Office, Economics, Problem Solving, Critical Thinking, Business Analysis, Quantitative Analytics, Management Consulting, Statistics, Analytics, SPSS, Housing Finance, Twitter, Oil&Gas, Due Diligence, Microsoft Excel, Analysis, Financial Analysis, Management, Team Leadership, Investment Properties, Marketing, PowerPoint, Market Analysis, Leadership, Research, Access, Investments, Process Improvement, Proposal Writing, Securities, Outlook, Alternative Investments
Education
The University of Dallas 2008 — 2012
Bachelor of Arts, Economics & Finance, 3.4
United Development Funding October 2012 - Present
Wilbow Corporation, Inc. August 2004 - September 2012
Richland Management Group, Inc. January 2002 - August 2004
Grand Homes August 2000 - January 2002
Toll Brothers October 1998 - December 1999
Skills
Land Use Planning, Land Acquisition, Entitlements, Zoning, Feasibility Studies, Real Estate Economics, Real Estate Transactions, Land Use, Site Planning, Contract Negotiation, Comprehensive Planning, Real Estate, Budgets, Land Development, Asset Management, Municipalities, Real Estate Development, Subdivisions, Location Intelligence, Due Diligence, Contract Management, Real Estate Investment, Land, Master Planning, Site Development, Contract Negotiations, Construction Management, Residential Homes
Education
Brigham Young University 1991 — 1997
BS, Construction Management
Stream Realty Partners, L.P. May 2015 - Present
United Development Funding July 2011 - May 2015
Venturity Financial Partners September 2007 - July 2011
Skills
General Ledger, Account Reconciliation, Financial Statements, Accounting, Financial Reporting, QuickBooks, Financial Accounting, Accounts Payable, Accounts Receivable, GAAP, Auditing, Fixed Assets, Bookkeeping, Tax, Variance Analysis, Payroll, Great Plains Software, Financial Analysis, Finance, PeopleSoft
Education
Univeristy of Texas at Dallas 2004 — 2007
Bachelor's degree, Economics and Finance
Mountain View College
Accounting Advanced Technical Certificate, Accounting
United Development Funding December 2014 - Present
Newgistics January 2013 - December 2014
Southwest Windpower 2011 - 2013
Arctus Capital 2009 - 2010
Umpqua Bank 2007 - 2008
Skills
Credit, Commercial Banking, Banking, Loans, Credit Analysis, Financial Analysis, Accounting, Accounts Receivable
Education
University of Oregon - Charles H. Lundquist College of Business 2001 — 2006
Bachelor of Science (B.S.), Accounting
United Development Funding April 2014 - Present
Beazer Homes December 2011 - April 2014
Beazer Homes November 2007 - March 2011
Beazer Homes May 2007 - November 2007
Beazer Homes June 2002 - May 2007
Skills
Purchasing, Sales Operations, Construction, Contract Negotiation, Homebuilding, Real Estate, Contract Management, Residential Homes, Negotiation, Budgets, Land Acquisition, Construction Management
Education
Southwestern University 1998 — 2002
Bachelor of Arts (B.A.), Business
United Development Funding July 2013 - Present
Skills
Land Development, Entitlements, Land Acquisition, Real Estate, Sales, Real Estate Development, Residential Homes, Investment Properties, Real Estate Transactions, Homebuilding, Due Diligence, Contract Negotiation, Construction, Construction Management, Negotiation, Zoning, Strategic Planning, Selling, Asset Managment, Acquisitions, Single Family Homes, Finance, Risk Management, Real Estate Economics, Disposition, Real Estate Financing, Mixed-use, Market Analysis, Valuation, Apartments, Financial Modeling, Financial Analysis, Underwriting, Proformas, Budgets, Feasibility Studies, Investments, Portfolio Management, Business Development, Condos, Loans, Asset Management
Education
University of Southern California 2005 — 2006
MRED, Master of Real Estate Development
The University of Texas at Austin 1997 — 2001
Bachelor's degree, Economics
United Development Funding August 2011 - Present
Antone's Music Venue February 2007 - December 2008
Mod Green Pod & Ricochet Labs June 2007 - June 2008
Star Apple Kingdom March 2004 - April 2008
Meals on Wheels and More March 2006 - February 2007
Sundance Film Festival February 2004 - February 2004
Dress for Success - Austin February 2003 - November 2003
Texas Senate February 2001 - February 2003
Texas Senate January 1999 - February 2001
Vail Resorts June 1997 - April 1998
Skills
Event Management, Event Planning, Nonprofits, Entrepreneurship, Social Networking, Fundraising, Analysis, Advertising, Research, Social Media, Public Relations, Sales, Investor Relations, Business Development, Non-profits, Program Management, Marketing, Media Relations, Community Outreach, Investments, International Relations, Legislative Relations, Due Diligence, Marketing Communications, Microsoft Office, Microsoft Excel, Customer Service, Talent Booking, Digital Photography, Management, Public Speaking, Social Media Marketing, Strategic Planning, Leadership
Education
The University of Texas at Austin
Nonprofit Management Certificate Program, Grant Writing and Nonprofit Management
Southern Methodist University 1993 — 1997
Bachelor of Arts, Sociology / Public Relations
University of Arizona
Study Spanish Abroad Program / Guadalajara Mexico
United Development Funding June 2015 - Present
Marketocracy November 2014 - March 2015
Workforce Solutions Greater Dallas November 2007 - July 2012
Workforce Solutions for North Central Texas April 2004 - November 2007
International Association of Venue Managers September 1995 - June 2000
Skills
Public Speaking, Human Resources, Employee Relations, Strategic Planning, Organizational..., Team Building, Event Planning, Coordinating Events, Office Management, Community Outreach, Program Development, Project Management, Nonprofits, Microsoft Word, Management, Time Management, Administrative..., Accounting, Policy, Administrative...
Education
Howard University 1986 — 1989
BACHELOR OF BUSINESS ADMINISTRATION, INTERNATIONAL BUSINESS
Southeastern University 1985 — 1986
NONE
BISHOP ANSTEY HIGH SCHOOL 1979 — 1984
HIGH SCHOOL DIPLOMA
UMTH Funding Services, United Development Funding 2008 - Present
United Development Funding 2008 - Present
UMT Holdings, LP 2006 - Present
InvestWell November 2006 - November 2008
Education
LeTourneau University 1997 — 1999
Stephens Inc. May 2014 - Present
Presbyterian Village North October 2011 - May 2014
United Development Funding October 2008 - October 2010
United Development Funding October 2007 - October 2008
UMTH Funding Services, United Development Funding August 2006 - October 2007
The Walraven Company August 1999 - February 2006
Skills
Budgets, Negotiation, Microsoft Office, Marketing, Training, Leadership, Event Management
Education
Dallas County Community College
United Development Funding October 2011 - Present
United Development Funding May 2006 - July 2010
Education
Texas State University 1988 — 1992
BBA, Finance
United Development Funding June 2012 - Present
United Development Funding March 2008 - June 2012
Highland Homes October 2000 - October 2007
Education
Texas A&M University - Mays Business School 1996 — 2000
BBA, Accounting
Arete Wealth Managment, LLC January 2014 - Present
Rep Driven Results, LLC June 2011 - Present
ARI Financial Services, Inc August 2012 - December 2013
Reality Capital Securities September 2009 - January 2011
United Development Funding May 2008 - September 2009
Behringer Harvard November 2004 - May 2008
Wells Real Estate Funds August 2000 - September 2004
Skills
Investments, Business Development, Financial Analysis, Alternative Investments, Securities, Investment Strategies, Series 7, Negotiation, Funding, Retirement Planning, Wealth Management, Mutual Funds, Asset Managment, Investment Properties, Series 63, Portfolio Management, Asset Management, Due Diligence, Sales, Investment Advisory, Equities, Real Estate, Relationship Management, Fixed Annuities
Education
Boston College 1996 — 2000
United Development Funding November 2011 - Present
United Development Funding February 2010 - November 2011
Skills
Adobe Creative Suite, Microsoft Office, Data Analysis, Graphic Design, Website Development, Web Design, Mac, Marketing Communications, InDesign
Education
Southern Methodist University
Certificate, Graphic Design
University of North Texas
Bachelors of Applied Arts and Sciences, Organizational Development, Business Management
United Development Funding April 2008 - Present
Meritage Homes August 2006 - April 2008
Premier Bank February 2005 - August 2006
KeyBank Real Estate Capital April 1999 - September 2004
Skills
Financial Analysis, Budgets, Investment Properties, Due Diligence, Real Estate, Negotiation, Analysis, Finance, Real Estate Economics, Contract Negotiation, Commercial Real Estate, Real Estate Transactions, Property Management, Sales
Education
University of Denver - Daniels College of Business 2000 — 2002
MS, Real Estate and Construction Management
United Development Funding October 2005 - Present
United Development Funding October 2004 - October 2005
Integra Mortgage February 2003 - September 2004
Regus February 2000 - January 2003
HQ Global Workplaces February 1997 - February 2000
Campbell Travel February 1994 - January 1997
STA Travel (Council Travel) December 1992 - January 1994
Japan Exchange and Teaching Program(me) (JET) August 1989 - July 1991
Skills
Finance, Marketing, Series 7, Leadership, Investments, Customer Service, Microsoft Office, Securities, Series 63, Financial Analysis, Event Planning, Marketing Communications, Project Management, Social Media
Education
The University of Dallas 1997 — 2000
Master of Business Administration (M.B.A.), International Marketing
University of North Texas 1984 — 1988
Bachelor's Degree, Elementary Education and Teaching
MCI - Megatel Capital Investment December 2014 - Present
Preferred Apartment Communities August 2012 - December 2014
Alternative Investment Company February 2011 - August 2012
United Development Funding March 2008 - July 2010
Behringer Harvard February 2003 - March 2008
Citigroup Asset Management January 2001 - January 2003
Salomon Smith Barney (Citigroup) January 1999 - January 2001
Skills
529 Plans, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Due Diligence, Equities, FINRA, Finance, Financial Analysis, Financial Services, Fixed Annuities, Institutional Sales, Investment Properties, Private Equity, Real Estate, Sales Management, Marketing, Series 7, Securities, Mutual Funds, Selling, Investment Strategies, Wholesale, Series 63, Wealth Management, Strategic Financial..., Training, Investments, Public Speaking, Retirement, Retirement Planning, Portfolio Management
Education
Stephen F. Austin State University
Bachelor of Arts
Behringer Securities 2013 - Present
Griffin Capital Securities 2011 - 2012
Priority Capital Group 2009 - 2011
United Development Funding 2008 - 2009
CNL Securities 1997 - 2005
Skills
Series 63, Series 7
Education
Georgetown University - The McDonough School of Business
Master's degree, Leadership
University of Maryland College Park
Bachelor of Science (B.S.), Business & Management
GDD Interactive November 2014 - Present
The Loomis Agency November 2013 - October 2014
Brand Agent April 2013 - November 2013
Rocket Red July 2012 - March 2013
Academic Partnerships March 2012 - July 2012
iProspect October 2010 - March 2012
McAfee October 2009 - July 2011
United Development Funding May 2008 - January 2009
Skills
Advertising, Google Adwords, Excel, Copywriting, Lead Generation, Digital Marketing, Digital Strategy, Luxury Retail Marketing, DART, Coremetrics, Media Planning, Marketing, Microsoft Excel, DoubleClick, Bing AdCenter, Data Analysis, IBM Websphere Commerce, MSN AdCenter, SEO, Creative Direction, Social Media, E-commerce, Digital Media, PPC, Google Analytics, CRM, Analytics, Marketing Strategy, Online Marketing, Social Media Marketing
Education
University of Oklahoma 2006 — 2009
Bachelor, Journalism and Mass Communication-Advertising; General Business
Coppell High School 2000 — 2004
Greystar 2015 - Present
United Development Funding October 2013 - March 2015
Payne & Smith, LLC November 2011 - October 2013
City Bank June 2007 - November 2011
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Operations Management
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Finance
7-Eleven April 2015 - Present
7-Eleven January 2014 - March 2015
7-Eleven September 2012 - January 2014
United Development Funding June 2012 - September 2012
United Development Funding January 2012 - May 2012
University of Dallas August 2008 - May 2012
North Hills Preparatory September 2011 - February 2012
University of Dallas August 2011 - December 2011
Global Sensing June 2011 - August 2011
Novato Sanitary District June 2008 - September 2010
Skills
Customer Service, Team Leadership, Research, Market Research, Athletics, Management, Economics, Econometrics, ex, Microsoft Office, Microsoft Word, Analysis, Financial Analysis, Writing, Macroeconomics, Problem Solving, Cash Flow, Financial Reporting
Education
The University of Dallas 2008 — 2012
Bachelor of Arts, Economics and Finance. Concentration: Business
Regenerative Medicine Solutions July 2013 - Present
United Development Funding June 2013 - Present
EFO Financial Group, LLC November 2008 - Present
LJH Financial Marketing Strategies June 2006 - October 2008
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Alternative Investments, Investments, Asset Managment, Due Diligence, Portfolio Management, Corporate Finance, Structured Finance, Asset Allocation, Financial Structuring, Securities, Loans, Asset Management
Education
Florida Gulf Coast University 2004 — 2006
Finance
Bryant University 2002 — 2004
Finance
United Development Funding April 2014 - Present
Education
The University of Dallas 2011 — 2015