U.S. Capital Advisors LLC
Industry: Company
DescriptionFounded: 2010 Subsidiaries: USCA Securities LLC, Usca Ria Llc,
U.S. Capital Advisors LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Capital Advisors LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Capital Advisors LLC Employees
Employee
Years
Job
Industry
Mathew Nguyen Mathew Nguyen's U.S. Capital Advisors LLC Experience August 2013 - August 2013
Job French Interpreter at CyraCom
Industry Primary/Secondary Education
Experience
CyraCom January 2015 - Present
Houston Community College October 2014 - December 2014
Lycée professionnel Denis Diderot September 2013 - April 2014
Lycée Joliot-Curie September 2013 - April 2014
U.S. Capital Advisors LLC August 2013 - August 2013
University of Houston November 2011 - May 2013
UBS December 2009 - September 2011
Ben & Jerry's May 2008 - December 2009
Skills
Microsoft Office, Consecutive..., Translation, Language Teaching, Research, English to French, French to English, Grammar, French Teaching, Teaching Adults, Teaching English as a..., Simultaneous..., Social Media, Customer Service, Teaching, Public Relations, University Teaching, Public Speaking, Teamwork
Education
University of Houston 2009 — 2013
Bachelor of Arts (BA), French, Minor in Studio Art, Cum Laude
Université Catholique de l'Ouest 2012 — 2012
French Language and Literature
Université Catholique de l'Ouest 2010 — 2010
French Language and Literature
CyraCom January 2015 - Present
Houston Community College October 2014 - December 2014
Lycée professionnel Denis Diderot September 2013 - April 2014
Lycée Joliot-Curie September 2013 - April 2014
U.S. Capital Advisors LLC August 2013 - August 2013
University of Houston November 2011 - May 2013
UBS December 2009 - September 2011
Ben & Jerry's May 2008 - December 2009
Skills
Microsoft Office, Consecutive..., Translation, Language Teaching, Research, English to French, French to English, Grammar, French Teaching, Teaching Adults, Teaching English as a..., Simultaneous..., Social Media, Customer Service, Teaching, Public Relations, University Teaching, Public Speaking, Teamwork
Education
University of Houston 2009 — 2013
Bachelor of Arts (BA), French, Minor in Studio Art, Cum Laude
Université Catholique de l'Ouest 2012 — 2012
French Language and Literature
Université Catholique de l'Ouest 2010 — 2010
French Language and Literature
Jay Zeidman Jay Zeidman's U.S. Capital Advisors LLC Experience May 2011 - June 2012
Job
Industry Hospital & Health Care
Experience
Health Care Company June 2013 - August 2015
The Zeidman Group July 2012 - June 2013
U.S. Capital Advisors LLC May 2011 - June 2012
The White House, Executive Office of the President 2005 - 2007
Skills
Healthcare, Investments, Government, Finance, Community Outreach, Energy, Portfolio Management, Acting
Education
Rice University - Jesse H. Jones Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Energy
Texas Christian University 2001 — 2005
Bachelor of Science (BS), Economics and Political Science
Health Care Company June 2013 - August 2015
The Zeidman Group July 2012 - June 2013
U.S. Capital Advisors LLC May 2011 - June 2012
The White House, Executive Office of the President 2005 - 2007
Skills
Healthcare, Investments, Government, Finance, Community Outreach, Energy, Portfolio Management, Acting
Education
Rice University - Jesse H. Jones Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Energy
Texas Christian University 2001 — 2005
Bachelor of Science (BS), Economics and Political Science
André Nolop André Nolop's U.S. Capital Advisors LLC Experience June 2012 - August 2012
Job Salesforce Administrator
Industry Information Technology and Services
Experience
Sunnova April 2015 - Present
Cimation September 2013 - April 2015
U.S. Capital Advisors LLC June 2012 - August 2012
EF Education First May 2011 - August 2011
Tufts University January 2010 - May 2011
Skills
Research, Data Analysis, Business Development, Microsoft Excel, Economics, Public Speaking, Team Leadership, PowerPivot, CRM
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Leadership Studies
London School of Economics and Political Science 2011 — 2012
General Course Study Abroad Program
Centre International de Langue Française d'Annecy
4 week intensive French language course (level C1)
American School of Paris 2003 — 2009
High School Diploma
Sunnova April 2015 - Present
Cimation September 2013 - April 2015
U.S. Capital Advisors LLC June 2012 - August 2012
EF Education First May 2011 - August 2011
Tufts University January 2010 - May 2011
Skills
Research, Data Analysis, Business Development, Microsoft Excel, Economics, Public Speaking, Team Leadership, PowerPivot, CRM
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Leadership Studies
London School of Economics and Political Science 2011 — 2012
General Course Study Abroad Program
Centre International de Langue Française d'Annecy
4 week intensive French language course (level C1)
American School of Paris 2003 — 2009
High School Diploma
Bailey Johnson's U.S. Capital Advisors LLC Experience June 2014 - August 2014
Job Intern at Nordstrom
Industry Marketing and Advertising
Experience
Ella Bleu Boutique May 2013 - Present
Nordstrom June 2015 - July 2015
U.S. Capital Advisors LLC June 2014 - August 2014
Hollister Co. November 2010 - 2012
Gymstar August 2009 - September 2010
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning
Education
University of Arkansas at Fayetteville 2012 — 2016
Ella Bleu Boutique May 2013 - Present
Nordstrom June 2015 - July 2015
U.S. Capital Advisors LLC June 2014 - August 2014
Hollister Co. November 2010 - 2012
Gymstar August 2009 - September 2010
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning
Education
University of Arkansas at Fayetteville 2012 — 2016
Christopher Mohajer's U.S. Capital Advisors LLC Experience June 2011 - August 2011
Job Associate @ CalCEF
Industry Oil & Energy
Experience
California Clean Energy Fund (CalCEF) April 2013 - Present
Kam Controls Inc September 2012 - December 2012
U.S. Capital Advisors LLC June 2011 - August 2011
FMC Technologies June 2009 - July 2009
FMC Technologies May 2008 - August 2008
Skills
Microsoft Office, Bloomberg, Financial Modeling, PowerPoint, Valuation, Research, Microsoft Excel, Financial Analysis, Analysis, Microsoft Word, Economics, Accounting, Matlab, Corporate Finance
Education
The University of Texas at Austin 2007 — 2012
BA, Economics
California Clean Energy Fund (CalCEF) April 2013 - Present
Kam Controls Inc September 2012 - December 2012
U.S. Capital Advisors LLC June 2011 - August 2011
FMC Technologies June 2009 - July 2009
FMC Technologies May 2008 - August 2008
Skills
Microsoft Office, Bloomberg, Financial Modeling, PowerPoint, Valuation, Research, Microsoft Excel, Financial Analysis, Analysis, Microsoft Word, Economics, Accounting, Matlab, Corporate Finance
Education
The University of Texas at Austin 2007 — 2012
BA, Economics
Therese Surprenant Therese Surprenant's U.S. Capital Advisors LLC Experience December 2010 - Present
Job General Counsel at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC December 2010 - Present
UBS Financial Services Inc August 2002 - June 2010
Jenkens & Gilchrist PC 1998 - 2002
Education
The University of Texas at Austin 1993 — 1996
JD
U.S. Capital Advisors LLC December 2010 - Present
UBS Financial Services Inc August 2002 - June 2010
Jenkens & Gilchrist PC 1998 - 2002
Education
The University of Texas at Austin 1993 — 1996
JD
Cameron Horwitz, CFA Cameron Horwitz, CFA's U.S. Capital Advisors LLC Experience 2012 - Present
Job Managing Director at U.S. Capital Advisors
Industry Financial Services
Experience
U.S. Capital Advisors LLC 2012 - Present
Canaccord Genuity Inc. 2010 - 2012
SunTrust Robinson Humphrey 2007 - 2010
Skills
Equity Research, Investment Banking, Capital Markets, Valuation, Financial Modeling, Private Equity, Private Placements, Equities, Corporate Finance, Debt
Education
CFA Institute
Chartered Financial Analyst
University of Miami
Bachelor of Business Administration (BBA), Accounting and Finance
U.S. Capital Advisors LLC 2012 - Present
Canaccord Genuity Inc. 2010 - 2012
SunTrust Robinson Humphrey 2007 - 2010
Skills
Equity Research, Investment Banking, Capital Markets, Valuation, Financial Modeling, Private Equity, Private Placements, Equities, Corporate Finance, Debt
Education
CFA Institute
Chartered Financial Analyst
University of Miami
Bachelor of Business Administration (BBA), Accounting and Finance
Bill Hurt Bill Hurt's U.S. Capital Advisors LLC Experience September 2011 - Present
Job Senior Managing Director at U.S. Capital Advisors LLC
Industry Investment Management
Experience
U.S. Capital Advisors LLC September 2011 - Present
Sanders Morris Harris May 2001 - September 2011
JP Morgan Chase February 1999 - May 2001
JP Morgan Investment Management June 1990 - June 1998
Texas Commerce Bank February 1981 - June 1990
Skills
Series 7, Investments, Hedge Funds, Equities, Private Equity, Securities, Mergers, Asset Managment, Wealth Management, Due Diligence, Investment Banking, Alternative Investments, Financial Modeling, Portfolio Management, Capital Markets
Education
University of Virginia 1972 — 1976
BA, Government
University of Houston 1984 — 1986
MBA, Business Administration
U.S. Capital Advisors LLC September 2011 - Present
Sanders Morris Harris May 2001 - September 2011
JP Morgan Chase February 1999 - May 2001
JP Morgan Investment Management June 1990 - June 1998
Texas Commerce Bank February 1981 - June 1990
Skills
Series 7, Investments, Hedge Funds, Equities, Private Equity, Securities, Mergers, Asset Managment, Wealth Management, Due Diligence, Investment Banking, Alternative Investments, Financial Modeling, Portfolio Management, Capital Markets
Education
University of Virginia 1972 — 1976
BA, Government
University of Houston 1984 — 1986
MBA, Business Administration
Derek Su Derek Su's U.S. Capital Advisors LLC Experience August 2014 - Present
Job Financial Advisor at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC August 2014 - Present
Brooklyn Pie Company June 2005 - Present
Wells Fargo Advisors 2010 - August 2014
ROW Strategy Group LLC June 2010 - October 2010
HPL PureSport January 2008 - March 2010
CompassLearning October 2006 - January 2008
Ben & Jerry's 2003 - 2006
id5Solutions March 2000 - March 2002
Paperless Claims Inc September 1996 - January 2000
Skills
Investments, Retirement Planning, Investment Strategies, 401k Rollovers, Mutual Funds, Asset Allocation, Risk Management, Tax-Efficient Strategies, Business Succession..., Wealth Preservation..., Financial Advisory, Fixed Income Strategies, Estate Investment..., 401k, Securities, Deferred Compensation..., Retirement Plan..., Alternative Investments, Financial Analysis, Financial Services, Financial Modeling, Portfolio Performance..., Stocks, Bonds, Municipal Bonds, ETFs, Life Insurance, Annuity Sales, Relationship Management, Retirement Savings, Business Development, Marketing Strategy, Strategic Planning, Marketing
Education
The University of Texas at Austin 1994 — 1996
MBA
The University of Texas at Austin 1988 — 1993
BA
U.S. Capital Advisors LLC August 2014 - Present
Brooklyn Pie Company June 2005 - Present
Wells Fargo Advisors 2010 - August 2014
ROW Strategy Group LLC June 2010 - October 2010
HPL PureSport January 2008 - March 2010
CompassLearning October 2006 - January 2008
Ben & Jerry's 2003 - 2006
id5Solutions March 2000 - March 2002
Paperless Claims Inc September 1996 - January 2000
Skills
Investments, Retirement Planning, Investment Strategies, 401k Rollovers, Mutual Funds, Asset Allocation, Risk Management, Tax-Efficient Strategies, Business Succession..., Wealth Preservation..., Financial Advisory, Fixed Income Strategies, Estate Investment..., 401k, Securities, Deferred Compensation..., Retirement Plan..., Alternative Investments, Financial Analysis, Financial Services, Financial Modeling, Portfolio Performance..., Stocks, Bonds, Municipal Bonds, ETFs, Life Insurance, Annuity Sales, Relationship Management, Retirement Savings, Business Development, Marketing Strategy, Strategic Planning, Marketing
Education
The University of Texas at Austin 1994 — 1996
MBA
The University of Texas at Austin 1988 — 1993
BA
Collin Clark's U.S. Capital Advisors LLC Experience June 2015 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
U.S. Capital Advisors LLC June 2015 - Present
AXA Advisors August 2014 - May 2015
Nazareth College August 2010 - May 2014
College Pro June 2013 - August 2013
Investor News Source Consulting June 2013 - August 2013
Skills
Teamwork, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Time Management, Team Leadership, Marketing, Sales
Education
Nazareth College of Rochester 2010 — 2014
Business Administration and Management, General
Anderson High School 2007 — 2010
U.S. Capital Advisors LLC June 2015 - Present
AXA Advisors August 2014 - May 2015
Nazareth College August 2010 - May 2014
College Pro June 2013 - August 2013
Investor News Source Consulting June 2013 - August 2013
Skills
Teamwork, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Time Management, Team Leadership, Marketing, Sales
Education
Nazareth College of Rochester 2010 — 2014
Business Administration and Management, General
Anderson High School 2007 — 2010
Joshua Hasselbach Joshua Hasselbach's U.S. Capital Advisors LLC Experience July 2015 - Present
Job Senior Compliance Officer at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC July 2015 - Present
Northwestern Mutual October 2013 - October 2014
Capco March 2012 - August 2013
FBR Capital Markets & Co. June 2011 - November 2011
RBC Capital Markets August 2008 - June 2011
Morgan Stanley October 2005 - August 2008
Deutsche Bank February 2003 - October 2005
Leafstone Staffing April 2002 - February 2003
Skills
Capital Markets, Equities, Financial Services, Securities, Risk Management, Fixed Income, Derivatives, Investment Banking, Financial Risk, Finance
Education
State University of New York College at Oneonta 1998 — 2001
Bachelor of Applied Science (BASc), Business/Managerial Economics
U.S. Capital Advisors LLC July 2015 - Present
Northwestern Mutual October 2013 - October 2014
Capco March 2012 - August 2013
FBR Capital Markets & Co. June 2011 - November 2011
RBC Capital Markets August 2008 - June 2011
Morgan Stanley October 2005 - August 2008
Deutsche Bank February 2003 - October 2005
Leafstone Staffing April 2002 - February 2003
Skills
Capital Markets, Equities, Financial Services, Securities, Risk Management, Fixed Income, Derivatives, Investment Banking, Financial Risk, Finance
Education
State University of New York College at Oneonta 1998 — 2001
Bachelor of Applied Science (BASc), Business/Managerial Economics
Catherine Tassin de Montaigu's U.S. Capital Advisors LLC Experience November 2012 - August 2013
Job Political Consultant & Owner at de Montaigu Designs
Industry Design
Experience
de Montaigu Designs December 2014 - Present
Advanced Spine and Pain Center April 2015 - August 2015
Leticia Van de Putte for Lt. Gov. August 2014 - November 2014
Outreach Strategies, LLC January 2014 - May 2014
University of Houston Democrats September 2012 - May 2014
University of Houston April 2013 - April 2014
U.S. Capital Advisors LLC November 2012 - August 2013
Skills
Facebook, Social Media, Public Relations, Fundraising, Public Speaking, Press Releases, Publicity, Media Relations, Social Media Marketing, Social Networking, Microsoft Office, Research, Event Planning, Blogging, PowerPoint, Event Management, Marketing Communications, Advertising, Internal Communications, Corporate Communications, Speech Writing, Community Outreach, Political Campaigns, Editing, Nonprofits, Volunteer Management, Student Government, Political Communication, Political Organization, English, Search Engine Ranking, AP Style, Grassroots Organizing, Community Engagement, Press Kits, Data Analysis, Campaign Plans, InDesign, WordPress, Adobe Creative Suite, Web Design, Web Services, User Interface Design, User Experience Design, Leadership, Microsoft Excel, Marketing, Microsoft Word, Customer Service, Time Management
Education
Univeristy of Houston 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.37
University of Houston 2010 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication, 3.54
de Montaigu Designs December 2014 - Present
Advanced Spine and Pain Center April 2015 - August 2015
Leticia Van de Putte for Lt. Gov. August 2014 - November 2014
Outreach Strategies, LLC January 2014 - May 2014
University of Houston Democrats September 2012 - May 2014
University of Houston April 2013 - April 2014
U.S. Capital Advisors LLC November 2012 - August 2013
Skills
Facebook, Social Media, Public Relations, Fundraising, Public Speaking, Press Releases, Publicity, Media Relations, Social Media Marketing, Social Networking, Microsoft Office, Research, Event Planning, Blogging, PowerPoint, Event Management, Marketing Communications, Advertising, Internal Communications, Corporate Communications, Speech Writing, Community Outreach, Political Campaigns, Editing, Nonprofits, Volunteer Management, Student Government, Political Communication, Political Organization, English, Search Engine Ranking, AP Style, Grassroots Organizing, Community Engagement, Press Kits, Data Analysis, Campaign Plans, InDesign, WordPress, Adobe Creative Suite, Web Design, Web Services, User Interface Design, User Experience Design, Leadership, Microsoft Excel, Marketing, Microsoft Word, Customer Service, Time Management
Education
Univeristy of Houston 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 3.37
University of Houston 2010 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication, 3.54
Richard Campo Richard Campo's U.S. Capital Advisors LLC Experience August 2013 - December 2014
Job Real Estate Financial Analyst
Industry Real Estate
Experience
Camden Property Trust December 2014 - Present
U.S. Capital Advisors LLC August 2013 - December 2014
JPMorgan Chase July 2012 - July 2013
Kim Hartz Photography LLC June 2010 - September 2010
Skills
DCF, Capital Markets, Management, Investments, Mergers, Financial Modeling, Analysis, Finance, Social Media Marketing, Marketing, Financial Analysis, Series 63, Mergers & Acquisitions, Portfolio Management, Valuation, Equities
Education
Oregon State University 2008 — 2012
BS, Finance & Business Administration
Aarhus Universitet 2011 — 2011
International Business
Camden Property Trust December 2014 - Present
U.S. Capital Advisors LLC August 2013 - December 2014
JPMorgan Chase July 2012 - July 2013
Kim Hartz Photography LLC June 2010 - September 2010
Skills
DCF, Capital Markets, Management, Investments, Mergers, Financial Modeling, Analysis, Finance, Social Media Marketing, Marketing, Financial Analysis, Series 63, Mergers & Acquisitions, Portfolio Management, Valuation, Equities
Education
Oregon State University 2008 — 2012
BS, Finance & Business Administration
Aarhus Universitet 2011 — 2011
International Business
Lindy Swanson's U.S. Capital Advisors LLC Experience June 2015 - July 2015
Job Administrative Associate at Center Coast Capital Advisors, LP
Industry Financial Services
Experience
Center Coast Capital Advisors, LP July 2015 - Present
U.S. Capital Advisors LLC June 2015 - July 2015
U.S. Capital Advisors LLC May 2014 - June 2015
Post Secondary Access and Training in Human Services (P.A.T.H.S.) Program, Texas A&M University August 2012 - August 2013
Skills
Customer Service, Office Administration, Data Entry, Organization Skills, Tutoring, Classroom Management, Teaching, Special Education, Lesson Planning, Individualized..., Filing, Microsoft Excel, Interdisciplinary..., Management, PowerPoint, Microsoft Word, Microsoft Office, Event Planning, Teamwork, Public Speaking, Social Networking, Social Media, Time Management, Leadership
Education
Texas A&M University 2009 — 2014
Bachelor’s Degree, Bachelor of Science (B.S.) Interdisciplinary Studies, Special Education Emphasis
Center Coast Capital Advisors, LP July 2015 - Present
U.S. Capital Advisors LLC June 2015 - July 2015
U.S. Capital Advisors LLC May 2014 - June 2015
Post Secondary Access and Training in Human Services (P.A.T.H.S.) Program, Texas A&M University August 2012 - August 2013
Skills
Customer Service, Office Administration, Data Entry, Organization Skills, Tutoring, Classroom Management, Teaching, Special Education, Lesson Planning, Individualized..., Filing, Microsoft Excel, Interdisciplinary..., Management, PowerPoint, Microsoft Word, Microsoft Office, Event Planning, Teamwork, Public Speaking, Social Networking, Social Media, Time Management, Leadership
Education
Texas A&M University 2009 — 2014
Bachelor’s Degree, Bachelor of Science (B.S.) Interdisciplinary Studies, Special Education Emphasis
Nichole Ake's U.S. Capital Advisors LLC Experience February 2010 - September 2011
Job SVP,Sr BSA Group Manager at BBVA Compass
Industry Financial Services
Experience
Condera, LLC June 2011 - December 2013
U.S. Capital Advisors LLC February 2010 - September 2011
Dallas Securities Traders Association December 2009 - December 2010
Stanford Group Company November 2008 - March 2009
Penson Financial Services November 1999 - June 2008
Huberman Financial 1996 - 1999
LPL 1992 - 1996
Lehman Brothers 1989 - 1992
Skills
Securities, Wealth Management, Series 7, Equities, Alternative Investments, FINRA, Hedge Funds, Financial Services, Investments, Trading, Asset Management, Investment Management, Portfolio Management, Human Resources, Operations Management, Equity Trading, Investment Advisory, ETFs, Asset Managment, Financial Markets, Derivatives, Investment Banking
Education
Southern Methodist University 1998 — 2000
MBA
Boston College
BS, Finance
Condera, LLC June 2011 - December 2013
U.S. Capital Advisors LLC February 2010 - September 2011
Dallas Securities Traders Association December 2009 - December 2010
Stanford Group Company November 2008 - March 2009
Penson Financial Services November 1999 - June 2008
Huberman Financial 1996 - 1999
LPL 1992 - 1996
Lehman Brothers 1989 - 1992
Skills
Securities, Wealth Management, Series 7, Equities, Alternative Investments, FINRA, Hedge Funds, Financial Services, Investments, Trading, Asset Management, Investment Management, Portfolio Management, Human Resources, Operations Management, Equity Trading, Investment Advisory, ETFs, Asset Managment, Financial Markets, Derivatives, Investment Banking
Education
Southern Methodist University 1998 — 2000
MBA
Boston College
BS, Finance
James Patrick Darby II's U.S. Capital Advisors LLC Experience August 2015 - Present
Job Registered Associate at US Capital Advsors
Industry Financial Services
Experience
U.S. Capital Advisors LLC August 2015 - Present
Charles Schwab December 2014 - August 2015
BBVA Compass July 2014 - November 2014
lululemon athletica January 2013 - July 2014
Galveston Island Beach Patrol April 2012 - March 2013
Williams-Sonoma, Inc. October 2006 - January 2013
Skills
PowerPoint, Microsoft Excel, Customer Service, Time Management, Store Management, Microsoft Office, Loss Prevention, Visual Merchandising, Merchandising, Retail, Inventory Management
Education
University of Houston 2013 — 2013
Bachelor of Science (BS), Economics
Texas A&M University 2007 — 2012
Bachelor's degree, Economics
U.S. Capital Advisors LLC August 2015 - Present
Charles Schwab December 2014 - August 2015
BBVA Compass July 2014 - November 2014
lululemon athletica January 2013 - July 2014
Galveston Island Beach Patrol April 2012 - March 2013
Williams-Sonoma, Inc. October 2006 - January 2013
Skills
PowerPoint, Microsoft Excel, Customer Service, Time Management, Store Management, Microsoft Office, Loss Prevention, Visual Merchandising, Merchandising, Retail, Inventory Management
Education
University of Houston 2013 — 2013
Bachelor of Science (BS), Economics
Texas A&M University 2007 — 2012
Bachelor's degree, Economics
Colin Crosby's U.S. Capital Advisors LLC Experience October 2014 - Present
Job Equity Research Analyst at U.S. Capital Advisors
Industry Financial Services
Experience
U.S. Capital Advisors LLC October 2014 - Present
Wells Fargo June 2013 - October 2014
Superior Energy Services June 2012 - August 2012
Skills
Research, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree, Energy Finance
Louisiana State University 2007 — 2011
Bachelor of Science (BS), Finance
U.S. Capital Advisors LLC October 2014 - Present
Wells Fargo June 2013 - October 2014
Superior Energy Services June 2012 - August 2012
Skills
Research, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master's degree, Energy Finance
Louisiana State University 2007 — 2011
Bachelor of Science (BS), Finance
Zachary Rollins, CFA's U.S. Capital Advisors LLC Experience August 2013 - October 2014
Job Investment Analyst at Bohemian Asset Management
Industry Investment Management
Experience
Bohemian Asset Management November 2014 - Present
U.S. Capital Advisors LLC August 2013 - October 2014
McCombs School of Business August 2011 - May 2013
MBA Investment Fund LLC November 2011 - March 2013
Hersh Family Investments June 2012 - August 2012
Fidelity Investments August 2009 - June 2011
Fidelity Investments May 2008 - August 2009
JPMorgan Chase May 2007 - August 2007
Skills
Portfolio Management, Finance, Financial Analysis, Bloomberg, Valuation, Investments, Financial Modeling, Equity Research, Financial Risk, Awesomeness, Securities, Capital Markets, Due Diligence, Securities License, Investment Management, Investment Valuation, Series 7, Sales, Equities, Equity Valuation, Olympic Lifting, Asset Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Investment Banking, Bloomberg Terminal, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Miami University 2004 — 2008
Finance
Bohemian Asset Management November 2014 - Present
U.S. Capital Advisors LLC August 2013 - October 2014
McCombs School of Business August 2011 - May 2013
MBA Investment Fund LLC November 2011 - March 2013
Hersh Family Investments June 2012 - August 2012
Fidelity Investments August 2009 - June 2011
Fidelity Investments May 2008 - August 2009
JPMorgan Chase May 2007 - August 2007
Skills
Portfolio Management, Finance, Financial Analysis, Bloomberg, Valuation, Investments, Financial Modeling, Equity Research, Financial Risk, Awesomeness, Securities, Capital Markets, Due Diligence, Securities License, Investment Management, Investment Valuation, Series 7, Sales, Equities, Equity Valuation, Olympic Lifting, Asset Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Alternative Investments, Corporate Finance, Investment Banking, Bloomberg Terminal, Chartered Financial...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
MBA
Miami University 2004 — 2008
Finance
Samantha March Samantha March's U.S. Capital Advisors LLC Experience February 2014 - July 2014
Job registered financial associate
Industry Financial Services
Experience
U.S. Capital Advisors LLC February 2014 - July 2014
NFP Securities November 2010 - August 2012
Wells Fargo Advisors June 2004 - September 2010
AG Edwards January 2004 - May 2004
Skills
Series 7, series 66, Securities, Mutual Funds, FINRA, Retirement, Trading, Equities, Investments, Financial Services, Alternative Investments, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Finance
U.S. Capital Advisors LLC February 2014 - July 2014
NFP Securities November 2010 - August 2012
Wells Fargo Advisors June 2004 - September 2010
AG Edwards January 2004 - May 2004
Skills
Series 7, series 66, Securities, Mutual Funds, FINRA, Retirement, Trading, Equities, Investments, Financial Services, Alternative Investments, Portfolio Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2004
BBA, Finance
Chris Bradshaw's U.S. Capital Advisors LLC Experience September 2009 - October 2012
Job Chief Executive Officer, Chief Financial Officer at Era Group Inc.
Industry Oil & Energy
Experience
Era Group Inc. November 2014 - Present
Era Group Inc. August 2014 - November 2014
Era Group Inc. October 2012 - August 2014
U.S. Capital Advisors LLC September 2009 - October 2012
UBS Investment Bank January 2004 - April 2009
Morgan Stanley August 2000 - January 2004
Skills
Hedge Funds, Equities, Private Equity, Valuation, Alternative Investments, Asset Management, Investment Banking, Financial Modeling, Investments, Venture Capital, Fixed Income, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets
Education
Dartmouth College 1995 — 1999
Era Group Inc. November 2014 - Present
Era Group Inc. August 2014 - November 2014
Era Group Inc. October 2012 - August 2014
U.S. Capital Advisors LLC September 2009 - October 2012
UBS Investment Bank January 2004 - April 2009
Morgan Stanley August 2000 - January 2004
Skills
Hedge Funds, Equities, Private Equity, Valuation, Alternative Investments, Asset Management, Investment Banking, Financial Modeling, Investments, Venture Capital, Fixed Income, Corporate Finance, Mergers & Acquisitions, Due Diligence, Capital Markets
Education
Dartmouth College 1995 — 1999
Myles Scott's U.S. Capital Advisors LLC Experience June 2012 - Present
Job Financial Advisor at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC June 2012 - Present
Merrill Lynch October 2006 - June 2012
Skills
Series 7, Valuation, Investments, Corporate Finance, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Asset Management, Capital Markets, Equity Research, Finance, Hedge Funds, Investment Banking, Portfolio Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University - Idaho 2003 — 2006
Bachelor of Science (BS), Economics
U.S. Capital Advisors LLC June 2012 - Present
Merrill Lynch October 2006 - June 2012
Skills
Series 7, Valuation, Investments, Corporate Finance, Financial Modeling, Equities, Financial Analysis, Alternative Investments, Asset Management, Capital Markets, Equity Research, Finance, Hedge Funds, Investment Banking, Portfolio Management
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University - Idaho 2003 — 2006
Bachelor of Science (BS), Economics
Davis Rushing's U.S. Capital Advisors LLC Experience June 2015 - Present
Job Managing Director at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC June 2015 - Present
UBS Financial Services, Inc. January 2012 - June 2015
UBS Financial Services, Inc. August 2006 - March 2014
Skills
Asset Management, Investments, Series 7, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Investment Advisory, Trading, Strategic Financial..., Equities, Wealth Management, Series 63, Securities, Due Diligence
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
The University of Texas at Austin 1993 — 1997
Bachelor's degree, Economices
U.S. Capital Advisors LLC June 2015 - Present
UBS Financial Services, Inc. January 2012 - June 2015
UBS Financial Services, Inc. August 2006 - March 2014
Skills
Asset Management, Investments, Series 7, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Investment Advisory, Trading, Strategic Financial..., Equities, Wealth Management, Series 63, Securities, Due Diligence
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
The University of Texas at Austin 1993 — 1997
Bachelor's degree, Economices
Rachel (Zick) Brown, CFP®'s U.S. Capital Advisors LLC Experience January 2011 - Present
Job Director at US Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC January 2011 - Present
UBS December 2002 - January 2011
Texas Monthly 2000 - 2000
Skills
Mutual Funds, Series 7, Uniform Combined State..., Wealth Management, Alternative Investments, Securities, Investments, Equities, Investment Management, Private Equity, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA, Marketing
U.S. Capital Advisors LLC January 2011 - Present
UBS December 2002 - January 2011
Texas Monthly 2000 - 2000
Skills
Mutual Funds, Series 7, Uniform Combined State..., Wealth Management, Alternative Investments, Securities, Investments, Equities, Investment Management, Private Equity, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Valuation
Education
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA, Marketing
John Puente's U.S. Capital Advisors LLC Experience June 2013 - Present
Job Intern at U.S. Capital Advisors LLC
Industry Financial Services
Experience
U.S. Capital Advisors LLC June 2013 - Present
Houston Sports Adventures August 2012 - Present
Target June 2010 - March 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word
Education
University of Houston 2012 — 2016
Finance, General, Sophomore
University of Houston
U.S. Capital Advisors LLC June 2013 - Present
Houston Sports Adventures August 2012 - Present
Target June 2010 - March 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word
Education
University of Houston 2012 — 2016
Finance, General, Sophomore
University of Houston
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY