U.S. Global Investors
Industry: Investment management company
DescriptionFounded: 1968 Headquarters: San Antonio, TX Subsidiaries: Galileo Global Equity Advisors Inc., U.S. Global Indices, LLC, U.S. Global Investors (Canada) Limited
U.S. Global Investors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Global Investors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Global Investors Employees
Employee
Years
Job
Industry
John Derrick John Derrick's U.S. Global Investors Experience January 1999 - April 2015
Job Equity Portfolio Manager at Matterhorn Capital
Industry Financial Services
Experience
Matterhorn Capital May 2015 - Present
U.S. Global Investors January 1999 - April 2015
Skills
Equity Research, Equities, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Investments, Mutual Funds, Fixed Income, Bloomberg, Portfolio Management, Investment Strategies, Capital Markets, Valuation, Microsoft Excel, Data Analysis
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance, General
Matterhorn Capital May 2015 - Present
U.S. Global Investors January 1999 - April 2015
Skills
Equity Research, Equities, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Investments, Mutual Funds, Fixed Income, Bloomberg, Portfolio Management, Investment Strategies, Capital Markets, Valuation, Microsoft Excel, Data Analysis
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance, General
Jimmy (James) Fluegel, MBA Jimmy (James) Fluegel, MBA's U.S. Global Investors Experience May 2005 - January 2006
Job CFO Spicewood Energy Management, LLC, 5 Star SWD, LLC, & Affiliated Companies
Industry Oil & Energy
Experience
5 Star SWD, LLC July 2014 - September 2015
Texas Energy Group, LLC July 2013 - September 2015
Spicewood Energy Management, LLC July 2013 - September 2015
ConocoPhillips April 2013 - July 2013
ConocoPhillips April 2011 - April 2013
ConocoPhillips July 2010 - April 2011
ConocoPhillips December 2007 - July 2010
KPMG US August 2006 - November 2007
U.S. Global Investors May 2005 - January 2006
Romarco Minerals Inc. June 2004 - August 2005
Skills
Solarc Right Angle, TriplePoint CXL, Microsoft Excel, Micosoft Excel Pivot..., Microsoft Excel Macros, Financial Analysis, Financial Modeling, Energy, Electricity Markets, Natural Gas, Economics, Valuation, Finance, Options, Risk Management, Trading, Financial Risk, Oil & Gas Exploration, Private Equity, E&P, Hedge Funds, Cash Flow Forecasting, Natural Resource..., Private Placements, Budget Forecasts, Futures Trading, ICE (Intercontinental..., SAP, Financial Reporting, Renewable Energy, Power Markets, Power Generation, Oil & Gas Industry, Options Strategies, PJM, Up to congestion bidding, Power Transmission, Petroleum Refining, Marine Operations, Renewable Energy..., Downstream Oil & Gas, Commodity, Energy Markets
Education
The University of Texas at Austin 2013 — 2015
Masters in Earth and Energy Resources, Jackson School of Geosciences - Energy Economics and Finance, Energy Geosciences & Engineering, 3.9
University of Houston, C.T. Bauer College of Business 2008 — 2011
Master of Business Administration (MBA), Energy Finance and Accounting, Energy Risk Analysis, and Energy Investment Analysis, 3.8
Schreiner University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting/MIS and Business Management, 3.9
5 Star SWD, LLC July 2014 - September 2015
Texas Energy Group, LLC July 2013 - September 2015
Spicewood Energy Management, LLC July 2013 - September 2015
ConocoPhillips April 2013 - July 2013
ConocoPhillips April 2011 - April 2013
ConocoPhillips July 2010 - April 2011
ConocoPhillips December 2007 - July 2010
KPMG US August 2006 - November 2007
U.S. Global Investors May 2005 - January 2006
Romarco Minerals Inc. June 2004 - August 2005
Skills
Solarc Right Angle, TriplePoint CXL, Microsoft Excel, Micosoft Excel Pivot..., Microsoft Excel Macros, Financial Analysis, Financial Modeling, Energy, Electricity Markets, Natural Gas, Economics, Valuation, Finance, Options, Risk Management, Trading, Financial Risk, Oil & Gas Exploration, Private Equity, E&P, Hedge Funds, Cash Flow Forecasting, Natural Resource..., Private Placements, Budget Forecasts, Futures Trading, ICE (Intercontinental..., SAP, Financial Reporting, Renewable Energy, Power Markets, Power Generation, Oil & Gas Industry, Options Strategies, PJM, Up to congestion bidding, Power Transmission, Petroleum Refining, Marine Operations, Renewable Energy..., Downstream Oil & Gas, Commodity, Energy Markets
Education
The University of Texas at Austin 2013 — 2015
Masters in Earth and Energy Resources, Jackson School of Geosciences - Energy Economics and Finance, Energy Geosciences & Engineering, 3.9
University of Houston, C.T. Bauer College of Business 2008 — 2011
Master of Business Administration (MBA), Energy Finance and Accounting, Energy Risk Analysis, and Energy Investment Analysis, 3.8
Schreiner University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting/MIS and Business Management, 3.9
Rosie Garcia Rosie Garcia's U.S. Global Investors Experience December 2013 - June 2014
Job Operations Analyst at AllianceBernstein.
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
U.S. Global Investors December 2013 - June 2014
U.S. Global Investors May 2011 - December 2013
American Funds December 2003 - February 2010
Skills
Mutual Funds, Asset Management, Series 63, Alternative Investments, Equities, Investments, Asset Allocation, Investment Strategies, FINRA, Investment Advisory, Series 6, Series 26, Microsoft Access, Microsoft Excel, Series 65, Securities, Business Correspondence, Procedure Development, IRAs, Analysis, Access
Education
San Antonio College
The University of Texas at San Antonio
AllianceBernstein June 2014 - Present
U.S. Global Investors December 2013 - June 2014
U.S. Global Investors May 2011 - December 2013
American Funds December 2003 - February 2010
Skills
Mutual Funds, Asset Management, Series 63, Alternative Investments, Equities, Investments, Asset Allocation, Investment Strategies, FINRA, Investment Advisory, Series 6, Series 26, Microsoft Access, Microsoft Excel, Series 65, Securities, Business Correspondence, Procedure Development, IRAs, Analysis, Access
Education
San Antonio College
The University of Texas at San Antonio
Blair Cash Blair Cash's U.S. Global Investors Experience November 2005 - March 2008
Job Audio Visual Staffing
Industry Events Services
Experience
One Cypress Energy January 2014 - January 2015
Andalucia Oil Co. January 2010 - June 2011
Carneiro, Chumney & Co. June 2008 - July 2010
U.S. Global Investors November 2005 - March 2008
Encore Management Company February 2004 - June 2005
RCI Technologies, Inc. October 2002 - February 2004
Skills
Accounting, Customer Service, Financial Analysis, Financial Modeling, Investments, Recruiting, Sarbanes-Oxley Act, Microsoft Excel, Financial Accounting, Internal Controls, Financial Reporting, QuickBooks, Budgets, Finance, Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, Cash Flow, Process Improvement, Bookkeeping, PowerPoint, Microsoft Office, Tax Preparation, Microsoft Word, General Ledger, Analysis, Cash Management, Tax, Forecasting, Internal Audit, Auditing, GAAP, Invoicing, Fixed Assets, US GAAP, Strategic Financial..., Variance Analysis, Managerial Finance, Due Diligence, SEC filings, Cost Accounting, PeopleSoft, Financial Statements, Mergers & Acquisitions, Financial Planning
Education
San Antonio College 2002 — 2005
Sociology
Green River Community College 2001 — 2002
Sociology
Tom C. Clark Highschool 1997 — 2001
One Cypress Energy January 2014 - January 2015
Andalucia Oil Co. January 2010 - June 2011
Carneiro, Chumney & Co. June 2008 - July 2010
U.S. Global Investors November 2005 - March 2008
Encore Management Company February 2004 - June 2005
RCI Technologies, Inc. October 2002 - February 2004
Skills
Accounting, Customer Service, Financial Analysis, Financial Modeling, Investments, Recruiting, Sarbanes-Oxley Act, Microsoft Excel, Financial Accounting, Internal Controls, Financial Reporting, QuickBooks, Budgets, Finance, Accounts Payable, Account Reconciliation, Accounts Receivable, Payroll, Cash Flow, Process Improvement, Bookkeeping, PowerPoint, Microsoft Office, Tax Preparation, Microsoft Word, General Ledger, Analysis, Cash Management, Tax, Forecasting, Internal Audit, Auditing, GAAP, Invoicing, Fixed Assets, US GAAP, Strategic Financial..., Variance Analysis, Managerial Finance, Due Diligence, SEC filings, Cost Accounting, PeopleSoft, Financial Statements, Mergers & Acquisitions, Financial Planning
Education
San Antonio College 2002 — 2005
Sociology
Green River Community College 2001 — 2002
Sociology
Tom C. Clark Highschool 1997 — 2001
Alex R. Hernandez Jr. Alex R. Hernandez Jr.'s U.S. Global Investors Experience August 1995 - August 1998
Job Litigation Attorney, Personal Injury, Construction and Commercial Litigation
Industry Law Practice
Experience
Law Offices of Alex R. Hernandez Jr. PLLC 2004 - Present
Chaves Gonzales and Hoblit March 2003 - August 2004
The Meyerson Law Firm April 2002 - March 2003
Wayne Wright Injury Lawyers August 2001 - April 2002
Harry Jewett Assoc August 1998 - May 2000
US Global Investors August 1995 - August 1998
Pena Construction June 1989 - May 1991
Skills
Complex Litigation, Civil Litigation, Economics, Mass Torts, Oil/Gas, Spanish, Water Law, Toxic Tort, Constitutional Law, Class Actions, Business, International Business..., International Economic..., Personal Injury..., Litigation, Trials, Torts, Personal Injury, Appeals, Commercial Litigation, International Law, Product Liability, Construction Law, Insurance Law, Criminal Law, Trial Practice, Family Law, White Collar Criminal..., Corporate Law, Property Law, Wrongful Death, Patent Litigation, Criminal Defense, Alternative Dispute..., Courts, Mediation, Medical Malpractice, Maritime Law
Education
St. Mary's University School of Law 1998 — 2001
Juris Doctor, Law
University of Houston Law Center 1999 — 2000
Certificate, International Law and Legal Studies
The University of Texas at Austin 1990 — 1994
BA, Economics
Victoria College 1988 — 1991
Associate of Arts (A.A.), General Studies
Law Offices of Alex R. Hernandez Jr. PLLC 2004 - Present
Chaves Gonzales and Hoblit March 2003 - August 2004
The Meyerson Law Firm April 2002 - March 2003
Wayne Wright Injury Lawyers August 2001 - April 2002
Harry Jewett Assoc August 1998 - May 2000
US Global Investors August 1995 - August 1998
Pena Construction June 1989 - May 1991
Skills
Complex Litigation, Civil Litigation, Economics, Mass Torts, Oil/Gas, Spanish, Water Law, Toxic Tort, Constitutional Law, Class Actions, Business, International Business..., International Economic..., Personal Injury..., Litigation, Trials, Torts, Personal Injury, Appeals, Commercial Litigation, International Law, Product Liability, Construction Law, Insurance Law, Criminal Law, Trial Practice, Family Law, White Collar Criminal..., Corporate Law, Property Law, Wrongful Death, Patent Litigation, Criminal Defense, Alternative Dispute..., Courts, Mediation, Medical Malpractice, Maritime Law
Education
St. Mary's University School of Law 1998 — 2001
Juris Doctor, Law
University of Houston Law Center 1999 — 2000
Certificate, International Law and Legal Studies
The University of Texas at Austin 1990 — 1994
BA, Economics
Victoria College 1988 — 1991
Associate of Arts (A.A.), General Studies
Richard Farias's U.S. Global Investors Experience June 2000 - June 2006
Job Director of Student Activities at San Antonio College (SAC)
Industry Higher Education
Experience
San Antonio College (SAC) May 2013 - Present
San Antonio College (SAC) August 2006 - May 2013
U.S. Global Investors June 2000 - June 2006
Skills
Public Speaking, Leadership, Community Outreach, Training, Nonprofits, Editing, Grant Writing, Event Planning, Analysis, Literature, American Literature, Fundraising, English Composition, Public Relations, Higher Education, Instructional Design, Program Management
Education
The University of Texas at San Antonio 2000 — 2003
Master of Arts (M.A.), English Language and Literature, General
University of the Incarnate Word 1997 — 2000
Bachelor of Arts (B.A.), English and Philosophy
San Antonio College (SAC) May 2013 - Present
San Antonio College (SAC) August 2006 - May 2013
U.S. Global Investors June 2000 - June 2006
Skills
Public Speaking, Leadership, Community Outreach, Training, Nonprofits, Editing, Grant Writing, Event Planning, Analysis, Literature, American Literature, Fundraising, English Composition, Public Relations, Higher Education, Instructional Design, Program Management
Education
The University of Texas at San Antonio 2000 — 2003
Master of Arts (M.A.), English Language and Literature, General
University of the Incarnate Word 1997 — 2000
Bachelor of Arts (B.A.), English and Philosophy
Marc Melendez, CFA Marc Melendez, CFA's U.S. Global Investors Experience October 2001 - May 2004
Job
Industry Investment Management
Experience
Blackfriars Asset Management September 2005 - February 2011
U.S. Global Investors October 2001 - May 2004
Skills
Valuation, Financial Modeling, Equities, Emerging Markets, Industry Analysis, Fundamental Research, Portfolio Management, Research, Bloomberg, Financial Analysis, English, DCF, Equity Valuation, Economics, Investment Banking, Investments, Mergers & Acquisitions, Competitive Analysis, Equity Research
Education
Cass Business School 2004 — 2005
MSc, Investment Management
The University of Texas at San Antonio 2001 — 2004
BBA, Dual Degree in Accounting and Finance
Blackfriars Asset Management September 2005 - February 2011
U.S. Global Investors October 2001 - May 2004
Skills
Valuation, Financial Modeling, Equities, Emerging Markets, Industry Analysis, Fundamental Research, Portfolio Management, Research, Bloomberg, Financial Analysis, English, DCF, Equity Valuation, Economics, Investment Banking, Investments, Mergers & Acquisitions, Competitive Analysis, Equity Research
Education
Cass Business School 2004 — 2005
MSc, Investment Management
The University of Texas at San Antonio 2001 — 2004
BBA, Dual Degree in Accounting and Finance
Samantha Maney Samantha Maney's U.S. Global Investors Experience October 2013 - Present
Job Client Specialist Liason at US Global Investors
Industry Investment Management
Experience
US Global Investors October 2013 - Present
U.S. Global Investors October 2012 - December 2013
American Funds August 2004 - July 2012
Skills
Customer Service, Microsoft Excel, Portfolio Management, Investments, Finance, Management, Risk Management, Strategic Planning, Customer Satisfaction, Data Analysis, Microsoft Word, Escalation Resolution, Client Liason, Microsoft Office, Financial Services
Education
Texas State University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
US Global Investors October 2013 - Present
U.S. Global Investors October 2012 - December 2013
American Funds August 2004 - July 2012
Skills
Customer Service, Microsoft Excel, Portfolio Management, Investments, Finance, Management, Risk Management, Strategic Planning, Customer Satisfaction, Data Analysis, Microsoft Word, Escalation Resolution, Client Liason, Microsoft Office, Financial Services
Education
Texas State University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Kelly Niland Kelly Niland's U.S. Global Investors Experience January 2006 - December 2013
Job Veteran Financial Serivces Professional looking for positions in Houston, Austin, or San Antonio Areas
Industry Financial Services
Experience
U.S. Global Investors January 2006 - December 2013
AIM Investments June 1992 - January 2006
Transamerica/Criterion Funds June 1985 - June 1992
Skills
Financial Services, CFA Charterholder, CPA, Masters pole vaulter, Investments, Chartered Financial..., Alternative Investments, Fixed Income, Securities, Asset Management, Bloomberg, Mutual Funds, Portfolio Management, Fund Accounting, Equities, Hedge Funds, Management, Accounting
Education
Texas A&M University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Pearland High School 1976 — 1980
graduated, n/a
U.S. Global Investors January 2006 - December 2013
AIM Investments June 1992 - January 2006
Transamerica/Criterion Funds June 1985 - June 1992
Skills
Financial Services, CFA Charterholder, CPA, Masters pole vaulter, Investments, Chartered Financial..., Alternative Investments, Fixed Income, Securities, Asset Management, Bloomberg, Mutual Funds, Portfolio Management, Fund Accounting, Equities, Hedge Funds, Management, Accounting
Education
Texas A&M University 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Pearland High School 1976 — 1980
graduated, n/a
Amaury Conti Amaury Conti's U.S. Global Investors Experience 1996 - 2004
Job Portfolio Manager at Sendero Wealth Management
Industry Investment Management
Experience
Sendero Wealth Management March 2012 - Present
Austin, Calvert & Flavin, Inc. 2004 - 2012
U.S. Global Investors 1996 - 2004
Education
St. Mary's University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Florida Institute of Technology 1988 — 1992
Bachelor of Science (B.S.), Aviation Management/Flight Technology
LFNY
Sendero Wealth Management March 2012 - Present
Austin, Calvert & Flavin, Inc. 2004 - 2012
U.S. Global Investors 1996 - 2004
Education
St. Mary's University 1998 — 2001
Master of Business Administration (MBA), Finance, General
Florida Institute of Technology 1988 — 1992
Bachelor of Science (B.S.), Aviation Management/Flight Technology
LFNY
John Kosecoff John Kosecoff's U.S. Global Investors Experience 2006 - 2007
Job Vice President, U.S. Corporate Development & Strategy
Industry Financial Services
Experience
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Financing City Network (Fin Tech) April 2014 - Present
Lehrer Investment Management May 2011 - November 2012
JP Morgan Chase 2007 - 2008
Fundamental Investment Research & Management October 2002 - August 2007
U.S. Global Investors 2006 - 2007
Wells Fargo June 2000 - November 2001
Fremont Group (Bechtel financial affiliate) October 1996 - January 1999
RCM Capital Management November 1993 - July 1996
Omega Advisors 1992 - 1993
Lord Abbett 1990 - 1992
Skills
Equity Research, Portfolio Management, Fixed Income Research, Global Asset Allocation, Cash Management, Credit Analysis, Risk Management, Performance Attribution..., Compliance Management, Sector Strategies, Valuation, Due Diligence, Board Presentations, Asset Management, Mutual Funds, Hedge Funds, Securities Strategies, Investment Advisory, Financial Planning, Family Office Management, Investments, Market Research, Competitive Intelligence, Trading, Real Estate Investment, Equity Derivatives, Foreign Exchange..., Equities, Investment Strategies, Fixed Income, Capital Markets, Securities, Derivatives, Private Equity, Asset Allocation, Financial Advisory, Asset Managment, Series 65, Alternative Investments, Finance, Financial Risk, Strategic Financial..., Performance Attribution, Funding, Financial Services, Investment Properties, Banking, Bloomberg, Investment Management, Series 7
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
MBA, Operations Research, Finance
University of California, Berkeley 1969 — 1973
BA, Economics
San Jose State University 2011 — 2012
post-graduate studies, Library and Information Science
UC Berkeley Extension 2010 — 2011
CFP Candidate, Professional Sequence in Personal Financial Planning
New York University - Leonard N. Stern School of Business 1980 — 1981
None, Postgraduate studies in Finance (Foreign Exchange, Real Estate, Working Capital Management, Banking)
Monterey Peninsula College 1975 — 1977
None, Computer Programming (COBOL, FORTRAN, SPSS, APL), Mathematics
Monterey Institute of International Studies 1974 — 1975
Post-graduate studies, International Relations
Venice High School 1966 — 1969
Diploma, Mathematics
Joseph Guyer Joseph Guyer's U.S. Global Investors Experience May 2014 - Present
Job Financial Writer at U.S. Global Investors
Industry Marketing and Advertising
Experience
U.S. Global Investors May 2014 - Present
SenaReider August 2013 - May 2014
The University of Texas at San Antonio July 2013 - May 2014
WealthMark Advisors, Inc. October 2011 - July 2013
NEISD August 2007 - May 2011
Comal Independent School District August 2002 - May 2007
Skills
Social Media Marketing, Social Media, Blogging, Marketing, Copywriting, SEO copywriting, Email Marketing, Newsletters, Microsoft Office, Creative Writing, Editing, Proofreading, Press Releases, Graphic Design, Online Marketing, Teaching, Technical Writing, WordPress
Education
The University of Texas at San Antonio 2006 — 2009
Master of Arts (MA), English Language and Literature, Creative Writing
Texas State University-San Marcos 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
U.S. Global Investors May 2014 - Present
SenaReider August 2013 - May 2014
The University of Texas at San Antonio July 2013 - May 2014
WealthMark Advisors, Inc. October 2011 - July 2013
NEISD August 2007 - May 2011
Comal Independent School District August 2002 - May 2007
Skills
Social Media Marketing, Social Media, Blogging, Marketing, Copywriting, SEO copywriting, Email Marketing, Newsletters, Microsoft Office, Creative Writing, Editing, Proofreading, Press Releases, Graphic Design, Online Marketing, Teaching, Technical Writing, WordPress
Education
The University of Texas at San Antonio 2006 — 2009
Master of Arts (MA), English Language and Literature, Creative Writing
Texas State University-San Marcos 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Kevin Frankel Kevin Frankel's U.S. Global Investors Experience March 2011 - February 2013
Job Sales Representative at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2013 - Present
U.S. Global Investors March 2011 - February 2013
U.S. Global Investors February 2007 - February 2011
U.S. Global Investors December 2005 - January 2007
Skills
Series 6, Series 63, Asset Allocation, Alternative Investments, Licensed Life Insurance..., Licensed Property &...
Education
The University of Texas at San Antonio
BS, Finance
Liberty Mutual Insurance February 2013 - Present
U.S. Global Investors March 2011 - February 2013
U.S. Global Investors February 2007 - February 2011
U.S. Global Investors December 2005 - January 2007
Skills
Series 6, Series 63, Asset Allocation, Alternative Investments, Licensed Life Insurance..., Licensed Property &...
Education
The University of Texas at San Antonio
BS, Finance
Geoffrey Groesbeck Geoffrey Groesbeck's U.S. Global Investors Experience 1998 - 2001
Job Global strategic communications
Industry International Affairs
Experience
State Street Global Advisors 2012 - Present
República de México 2011 - Present
Massachusetts Institute of Technology 2010 - 2011
Massachusetts Institute of Technology / ITESM 2003 - 2010
Putnam Investments 2001 - 2003
U.S. Global Investors 1998 - 2001
State Street Global Advisors 1990 - 1998
Skills
International..., Entrepreneurship, Strategic Communications, Emerging Markets, Strategic Planning, Program Management, Nonprofits, Sustainable Development, Research, Public Speaking, Technology Needs..., Management Consulting, Spanish, Marketing, Investor Relations, Start-ups, Latin America, Business Strategy
Education
Massachusetts Institute of Technology 2003 — 2011
Instituto Tecnológico y de Estudios Superiores de Monterrey 2008 — 2010
Harvard University 1998 — 2000
State Street Global Advisors 2012 - Present
República de México 2011 - Present
Massachusetts Institute of Technology 2010 - 2011
Massachusetts Institute of Technology / ITESM 2003 - 2010
Putnam Investments 2001 - 2003
U.S. Global Investors 1998 - 2001
State Street Global Advisors 1990 - 1998
Skills
International..., Entrepreneurship, Strategic Communications, Emerging Markets, Strategic Planning, Program Management, Nonprofits, Sustainable Development, Research, Public Speaking, Technology Needs..., Management Consulting, Spanish, Marketing, Investor Relations, Start-ups, Latin America, Business Strategy
Education
Massachusetts Institute of Technology 2003 — 2011
Instituto Tecnológico y de Estudios Superiores de Monterrey 2008 — 2010
Harvard University 1998 — 2000
Glenn Grimes Glenn Grimes's U.S. Global Investors Experience June 2013 - February 2015
Job Desktop Systems Administrator at U.S. Global Investors
Industry Information Technology and Services
Experience
U.S. Global Investors June 2013 - February 2015
U.S. Global Investors December 2006 - June 2013
Alamo Area Mutual Housing Association October 2004 - August 2006
Skills
Help Desk Support, Microsoft Exchange, Printers, Active Directory, Desktop Administration, Windows XP Pro, Windows Server, Hardware, Blackberry, Remote Desktop, VMware Workstation, Software Installation, Windows 7, iPad, Microsoft Office 2003, WSUS, IP Phones, End User Training, Microsoft Office 2010, Desktop Configuration..., Microsoft Certified..., Troubleshooting, Novell Client, Android, Sarbanes-Oxley, Acronis True Image, Novell, Office 2010, System Deployment, Dell Computers, Dameware, Technical Support, Windows, System Administration, Operating Systems, Microsoft Office, MCSA, MCITP, Disaster Recovery, Data Center
Education
Western Governors University 2013 — 2014
B.S. Business
Northwest Vista College 2010 — 2011
Associate of Arts (A.A.)
U.S. Global Investors June 2013 - February 2015
U.S. Global Investors December 2006 - June 2013
Alamo Area Mutual Housing Association October 2004 - August 2006
Skills
Help Desk Support, Microsoft Exchange, Printers, Active Directory, Desktop Administration, Windows XP Pro, Windows Server, Hardware, Blackberry, Remote Desktop, VMware Workstation, Software Installation, Windows 7, iPad, Microsoft Office 2003, WSUS, IP Phones, End User Training, Microsoft Office 2010, Desktop Configuration..., Microsoft Certified..., Troubleshooting, Novell Client, Android, Sarbanes-Oxley, Acronis True Image, Novell, Office 2010, System Deployment, Dell Computers, Dameware, Technical Support, Windows, System Administration, Operating Systems, Microsoft Office, MCSA, MCITP, Disaster Recovery, Data Center
Education
Western Governors University 2013 — 2014
B.S. Business
Northwest Vista College 2010 — 2011
Associate of Arts (A.A.)
RoseAnn Sullivan Julson RoseAnn Sullivan Julson's U.S. Global Investors Experience February 2000 - February 2002
Job Marketing Manager at Andrews Distributing
Industry Marketing and Advertising
Experience
Andrews Distributing July 2013 - Present
The Gambrinus Company September 2009 - May 2013
San Antonio National Bank August 2007 - January 2009
San Antonio Express-News January 2007 - August 2007
Raytheon Missile Systems December 2005 - December 2006
The Gambrinus Company April 2004 - May 2005
The Gambrinus Company May 2002 - March 2004
U.S. Global Investors February 2000 - February 2002
U.S. Global Investors October 1999 - January 2000
Skills
New Business Development, Marketing Communications, Marketing Strategy, Strategic Planning, Market Planning, Account Management, Competitive Analysis, Sales Management, Advertising, Marketing Management, Marketing, Product Marketing, Social Media Marketing, Digital Marketing, Event Management, Brand Management, Key Account Development, Direct Marketing, Sales Operations, Social Media, Business Development, IRI, Marketing Research, Brand Development, Integrated Marketing, Market Research, Shopper Marketing, Sales Presentations, Data Analysis, Consumer Products, Market Analysis, CRM, FMCG, P&L Management, Customer Insight, Pricing, Trade Shows, Trade Marketing, Strategy, Key Account Management, Online Marketing, Retail, Business Planning, Product Development, Sales, Cross-functional Team..., Management, Pricing Strategy, Segmentation, Beverage Industry
Education
The University of Texas at San Antonio 2004 — 2005
MBA, 4.0
Trinity University 1995 — 1999
Bachelor of Science (BS), Marketing and Finance
Andrews Distributing July 2013 - Present
The Gambrinus Company September 2009 - May 2013
San Antonio National Bank August 2007 - January 2009
San Antonio Express-News January 2007 - August 2007
Raytheon Missile Systems December 2005 - December 2006
The Gambrinus Company April 2004 - May 2005
The Gambrinus Company May 2002 - March 2004
U.S. Global Investors February 2000 - February 2002
U.S. Global Investors October 1999 - January 2000
Skills
New Business Development, Marketing Communications, Marketing Strategy, Strategic Planning, Market Planning, Account Management, Competitive Analysis, Sales Management, Advertising, Marketing Management, Marketing, Product Marketing, Social Media Marketing, Digital Marketing, Event Management, Brand Management, Key Account Development, Direct Marketing, Sales Operations, Social Media, Business Development, IRI, Marketing Research, Brand Development, Integrated Marketing, Market Research, Shopper Marketing, Sales Presentations, Data Analysis, Consumer Products, Market Analysis, CRM, FMCG, P&L Management, Customer Insight, Pricing, Trade Shows, Trade Marketing, Strategy, Key Account Management, Online Marketing, Retail, Business Planning, Product Development, Sales, Cross-functional Team..., Management, Pricing Strategy, Segmentation, Beverage Industry
Education
The University of Texas at San Antonio 2004 — 2005
MBA, 4.0
Trinity University 1995 — 1999
Bachelor of Science (BS), Marketing and Finance
Camille (Toni) Kaupert Camille (Toni) Kaupert's U.S. Global Investors Experience 1998 - 2000
Job Director of Chief Financial Office Tools and Business Rules Management II Team at USAA
Industry Investment Management
Experience
USAA September 2015 - Present
USAA July 2014 - Present
USAA August 2013 - September 2015
AllianceBernstein 2011 - 2013
AllianceBernstein 2008 - 2010
AllianceBernstein 2004 - 2007
AllianceBernstein October 2000 - December 2003
US Global Investors 1998 - 2000
Carley & McCaw 1996 - 1998
Skills
Financial Services, Risk Management, Trading, Fund Of Funds, Trading Systems, Database Design, Cross-functional Team..., Product Management, Product Design, Process Automation, Project Management, Department Budgeting, Department Start-up, Department..., Analysis, Management, Training, Leadership, Business Process, Asset Management, Business Analysis, Vendor Management
Education
The University of Texas at San Antonio 1993 — 1996
Bachelor's degree, Accounting
USAA September 2015 - Present
USAA July 2014 - Present
USAA August 2013 - September 2015
AllianceBernstein 2011 - 2013
AllianceBernstein 2008 - 2010
AllianceBernstein 2004 - 2007
AllianceBernstein October 2000 - December 2003
US Global Investors 1998 - 2000
Carley & McCaw 1996 - 1998
Skills
Financial Services, Risk Management, Trading, Fund Of Funds, Trading Systems, Database Design, Cross-functional Team..., Product Management, Product Design, Process Automation, Project Management, Department Budgeting, Department Start-up, Department..., Analysis, Management, Training, Leadership, Business Process, Asset Management, Business Analysis, Vendor Management
Education
The University of Texas at San Antonio 1993 — 1996
Bachelor's degree, Accounting
Blake Zipoy Blake Zipoy's U.S. Global Investors Experience May 2005 - August 2006
Job Director of Corporate Communications
Industry Financial Services
Experience
Hallmark Financial Services Limited June 2011 - Present
Capital Institutional Services April 2010 - May 2011
American Beacon Advisors August 2006 - November 2009
US Global Investors May 2005 - August 2006
Sinclair Service Assessments June 2003 - May 2005
Advanced Micro Devices March 2002 - February 2003
Trade Show Solutions May 1991 - March 2002
Lee Tilford Agency November 1989 - May 1992
Point Communications September 1988 - November 1989
Skills
Management, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Event Management, Strategic Planning, Competitive Analysis, Project Management, Sales, Insurance, Investments, Business Development, Pricing, Securities, Product Management, Customer Service, Microsoft Excel, Process Improvement, Leadership, Analysis, Cross-functional Team..., Negotiation, Team Building, Advertising, B2B, Marketing Management, Online Marketing, Account Management, Time Management
Education
Texas A&M University-Commerce 1983 — 1988
BA, Advertising
Hallmark Financial Services Limited June 2011 - Present
Capital Institutional Services April 2010 - May 2011
American Beacon Advisors August 2006 - November 2009
US Global Investors May 2005 - August 2006
Sinclair Service Assessments June 2003 - May 2005
Advanced Micro Devices March 2002 - February 2003
Trade Show Solutions May 1991 - March 2002
Lee Tilford Agency November 1989 - May 1992
Point Communications September 1988 - November 1989
Skills
Management, Public Relations, Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Event Management, Strategic Planning, Competitive Analysis, Project Management, Sales, Insurance, Investments, Business Development, Pricing, Securities, Product Management, Customer Service, Microsoft Excel, Process Improvement, Leadership, Analysis, Cross-functional Team..., Negotiation, Team Building, Advertising, B2B, Marketing Management, Online Marketing, Account Management, Time Management
Education
Texas A&M University-Commerce 1983 — 1988
BA, Advertising
Jay Tkachuk Jay Tkachuk's U.S. Global Investors Experience January 2007 - August 2007
Job Vice President, Online Services (Digital Banking Channel)
Industry Financial Services
Experience
Progressor Foundation March 2015 - Present
Security Service Federal Credit Union June 2013 - Present
Security Service Federal Credit Union September 2010 - June 2013
Leadership Lab, North Chamber of Commerce March 2013 - 2013
Security Service Federal Credit Union August 2008 - September 2010
CityVoice November 2009 - July 2010
AMD September 2007 - August 2008
Ciber September 2007 - August 2008
U.S. Global Investors January 2007 - August 2007
McCombs ENHANCE Project - Austin Technology Incubator May 2006 - August 2006
Skills
Web Analytics, User Experience, Google Analytics, SEO, Analytics, E-commerce, Omniture, Digital Strategy, Digital Marketing, Usability, Start-ups, Blogging, Usability Testing, SEM, User-centered Design, Social Media, Content Management, Product Management, Conversion Optimization, Operations, Website Management, Russian, Web Marketing, Website Redesign, Program Management, Vendor Management, Information Architecture, Web Content Management, Web 2.0, Webmaster Services, E-business, Mobile Payments, RFP, Silverpop, Web Project Management, Google Adwords, Online Advertising, Interactive Marketing, Content Strategy, Social Networking, Digital Media, Project Management, Google Webmaster Tools, Ukrainian, Tealeaf, Leadership, Cross-functional Team..., Online Marketing, Strategy, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Business Administration
The University of Texas at Austin 1997 — 1998
BA, Psychology
Progressor Foundation March 2015 - Present
Security Service Federal Credit Union June 2013 - Present
Security Service Federal Credit Union September 2010 - June 2013
Leadership Lab, North Chamber of Commerce March 2013 - 2013
Security Service Federal Credit Union August 2008 - September 2010
CityVoice November 2009 - July 2010
AMD September 2007 - August 2008
Ciber September 2007 - August 2008
U.S. Global Investors January 2007 - August 2007
McCombs ENHANCE Project - Austin Technology Incubator May 2006 - August 2006
Skills
Web Analytics, User Experience, Google Analytics, SEO, Analytics, E-commerce, Omniture, Digital Strategy, Digital Marketing, Usability, Start-ups, Blogging, Usability Testing, SEM, User-centered Design, Social Media, Content Management, Product Management, Conversion Optimization, Operations, Website Management, Russian, Web Marketing, Website Redesign, Program Management, Vendor Management, Information Architecture, Web Content Management, Web 2.0, Webmaster Services, E-business, Mobile Payments, RFP, Silverpop, Web Project Management, Google Adwords, Online Advertising, Interactive Marketing, Content Strategy, Social Networking, Digital Media, Project Management, Google Webmaster Tools, Ukrainian, Tealeaf, Leadership, Cross-functional Team..., Online Marketing, Strategy, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2007
MBA, Business Administration
The University of Texas at Austin 1997 — 1998
BA, Psychology
Barrett Schultz's U.S. Global Investors Experience November 2005 - November 2008
Job Managing Principal at Barrett Schultz Consulting
Industry Financial Services
Experience
McNally Financial Services Corporation January 2011 - Present
Investors Life Insurance Company of North America - Seperate Accounts October 2009 - Present
ILG Securities December 2006 - Present
Barrett Schultz Consulting May 2005 - Present
U.S. Global Investors November 2005 - November 2008
HMPP LLC December 2005 - May 2006
Financial Industries Corp. September 2004 - April 2006
USAA 1992 - 2004
Skills
Internal Audit, Strategic Planning, Securities, Auditing, Investments, AML, Series 6, CRM, Executive Management, Finance, Program Management, Investment Advisory, Management, Portfolio Management, Training, FINRA, Project Management, Financial Services, Risk Assessment, Risk Management, Financial Analysis, Change Management, Series 7, Operations Management, Financial Modeling, Accounting, Process Improvement, Insurance, Mergers & Acquisitions, Contract Management, Financial Reporting, Corporate Finance, Banking, Mutual Funds, Due Diligence, Data Analysis, Strategic Financial...
Education
The University of Texas at San Antonio
BBA, Finance
University of the Incarnate Word
MBA
McNally Financial Services Corporation January 2011 - Present
Investors Life Insurance Company of North America - Seperate Accounts October 2009 - Present
ILG Securities December 2006 - Present
Barrett Schultz Consulting May 2005 - Present
U.S. Global Investors November 2005 - November 2008
HMPP LLC December 2005 - May 2006
Financial Industries Corp. September 2004 - April 2006
USAA 1992 - 2004
Skills
Internal Audit, Strategic Planning, Securities, Auditing, Investments, AML, Series 6, CRM, Executive Management, Finance, Program Management, Investment Advisory, Management, Portfolio Management, Training, FINRA, Project Management, Financial Services, Risk Assessment, Risk Management, Financial Analysis, Change Management, Series 7, Operations Management, Financial Modeling, Accounting, Process Improvement, Insurance, Mergers & Acquisitions, Contract Management, Financial Reporting, Corporate Finance, Banking, Mutual Funds, Due Diligence, Data Analysis, Strategic Financial...
Education
The University of Texas at San Antonio
BBA, Finance
University of the Incarnate Word
MBA
Craig V. Howard, CPA Craig V. Howard, CPA's U.S. Global Investors Experience November 2002 - February 2004
Job Senior Vice President / CFO at CaptureRx
Industry Pharmaceuticals
Experience
CaptureRx November 2014 - Present
ICON plc May 2008 - October 2014
Spurs Sports & Entertainment February 2004 - April 2008
US Global Investors November 2002 - February 2004
USAA August 1998 - September 2002
USAA June 1993 - August 1998
PwC August 1990 - June 1993
Melton & Melton, LLP January 1988 - August 1990
Education
University of the Incarnate Word 1995 — 1999
MBA, General with Finance Concentration
Southwest Texas State University 1983 — 1987
BBA, Accounting
CaptureRx November 2014 - Present
ICON plc May 2008 - October 2014
Spurs Sports & Entertainment February 2004 - April 2008
US Global Investors November 2002 - February 2004
USAA August 1998 - September 2002
USAA June 1993 - August 1998
PwC August 1990 - June 1993
Melton & Melton, LLP January 1988 - August 1990
Education
University of the Incarnate Word 1995 — 1999
MBA, General with Finance Concentration
Southwest Texas State University 1983 — 1987
BBA, Accounting
Sheila Matthys's U.S. Global Investors Experience 2005 - 2011
Job Corporate Counsel, Financial Services, Insurance, Oil & Gas
Industry Law Practice
Experience
Whitley LLP Attorneys at Law November 2011 - Present
USAA September 2014 - January 2015
U.S. Global Investors 2005 - 2011
AIG VALIC 2000 - 2005
Skills
Compliance, SEC filings, Investment Advisory, Hedge Funds, Securities Law, Mutual Funds, Mergers, Securities, Risk Management, Series 7, AML, FINRA, Securities Regulation, Litigation, Corporate Governance, Corporate Law, Asset Managment, Private Equity, Financial Services, Employment Law, Due Diligence, Investments, Insurance, SEC, Product Liability, Licensing, Legal Writing, Joint Ventures, Arbitration, Litigation Management, Legal Research, Insurance Law, Legal Compliance, Class Actions, Mergers & Acquisitions, Intellectual Property, Commercial Litigation
Education
South Texas College of Law 1988 — 1990
law
Sam Houston State University 1983 — 1987
BS, Criminal Justice
Whitley LLP Attorneys at Law November 2011 - Present
USAA September 2014 - January 2015
U.S. Global Investors 2005 - 2011
AIG VALIC 2000 - 2005
Skills
Compliance, SEC filings, Investment Advisory, Hedge Funds, Securities Law, Mutual Funds, Mergers, Securities, Risk Management, Series 7, AML, FINRA, Securities Regulation, Litigation, Corporate Governance, Corporate Law, Asset Managment, Private Equity, Financial Services, Employment Law, Due Diligence, Investments, Insurance, SEC, Product Liability, Licensing, Legal Writing, Joint Ventures, Arbitration, Litigation Management, Legal Research, Insurance Law, Legal Compliance, Class Actions, Mergers & Acquisitions, Intellectual Property, Commercial Litigation
Education
South Texas College of Law 1988 — 1990
law
Sam Houston State University 1983 — 1987
BS, Criminal Justice
Laurie Richoux Laurie Richoux's U.S. Global Investors Experience April 2012 - September 2013
Job Customer Service Manager, Supply Management Team at Medtronic
Industry Financial Services
Experience
Medtronic April 2015 - Present
Kohl's Department Stores September 2013 - April 2015
U.S. Global Investors April 2012 - September 2013
US Global Investors June 2010 - June 2012
Capital City Sothebys International Realty September 2009 - September 2010
Coldwell Banker King Thompson June 2006 - June 2008
Invesco Aim April 1996 - March 2002
Morgan Stanley Dean Witter June 1994 - April 1996
Skills
Management, Investments, Series 63, Financial Services, Finance, Mutual Funds, Customer Service, Securities, Series 7, Alternative Investments, Series 6, Sales, FINRA, Equities, Call Centers, Asset Managment, Project Management, Risk Management, Analysis
Education
University of Houston 1989 — 1993
BA, Finance
Medtronic April 2015 - Present
Kohl's Department Stores September 2013 - April 2015
U.S. Global Investors April 2012 - September 2013
US Global Investors June 2010 - June 2012
Capital City Sothebys International Realty September 2009 - September 2010
Coldwell Banker King Thompson June 2006 - June 2008
Invesco Aim April 1996 - March 2002
Morgan Stanley Dean Witter June 1994 - April 1996
Skills
Management, Investments, Series 63, Financial Services, Finance, Mutual Funds, Customer Service, Securities, Series 7, Alternative Investments, Series 6, Sales, FINRA, Equities, Call Centers, Asset Managment, Project Management, Risk Management, Analysis
Education
University of Houston 1989 — 1993
BA, Finance
Jacek Dzierwa's U.S. Global Investors Experience July 2007 - August 2011
Job Portfolio Manager/Analyst at Family Office
Industry Investment Management
Experience
Family Office September 2011 - Present
US Global Investors July 2007 - August 2011
ING April 2004 - August 2005
Salomon Brothers January 1995 - October 2002
Scotiabank August 1993 - October 1994
Skills
Emerging Markets, Fixed Income, Equity Research, Hedge Funds, Portfolio Management, Banking, Capital Markets, Equities, Asset Management, Bloomberg
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance and Intl. Business
London School of Economics and Political Science 1985 — 1988
BSc, Intl. Trade and Development
Family Office September 2011 - Present
US Global Investors July 2007 - August 2011
ING April 2004 - August 2005
Salomon Brothers January 1995 - October 2002
Scotiabank August 1993 - October 1994
Skills
Emerging Markets, Fixed Income, Equity Research, Hedge Funds, Portfolio Management, Banking, Capital Markets, Equities, Asset Management, Bloomberg
Education
University of Chicago Graduate School of Business 1991 — 1993
MBA, Finance and Intl. Business
London School of Economics and Political Science 1985 — 1988
BSc, Intl. Trade and Development
Herb Henion, MBA Herb Henion, MBA's U.S. Global Investors Experience 2007 - 2012
Job Enjoying the Challenges of Learning a New Industry
Industry Information Technology and Services
Experience
Comcast Cable August 2013 - Present
St. Pius X School 2012 - 2013
U.S. Global Investors 2007 - 2012
PropertyInfo Corporation 2006 - 2007
Hewlett Packard 2006 - 2006
Fiserv Output Solutions 2003 - 2005
Invesco Ltd. 2000 - 2003
Invesco Ltd. 1998 - 2000
Skills
Change Management, Vendor Relations, Relational Databases, Requirements Gathering, Business Analysis, SDLC, SQL, Problem Solving, Process Improvement, MS Project, Requirements Analysis, Data Analysis, Team Leadership, Customer Relations, Access, Project Planning, Analysis, Agile, SharePoint, Excel, Vendor Management, Integration, Microsoft Excel, Customer Service, Software Documentation, Business Process, Project Management, Cross-functional Team..., Testing, Databases, Training, Agile Methodologies, Leadership, Visio, Strategic Planning, Enterprise Software, Program Management
Education
University of the Incarnate Word 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, With Distinction
Tulane University
University of Houston
Bachelor of Science, Hotel & Restaurant Management
Comcast Cable August 2013 - Present
St. Pius X School 2012 - 2013
U.S. Global Investors 2007 - 2012
PropertyInfo Corporation 2006 - 2007
Hewlett Packard 2006 - 2006
Fiserv Output Solutions 2003 - 2005
Invesco Ltd. 2000 - 2003
Invesco Ltd. 1998 - 2000
Skills
Change Management, Vendor Relations, Relational Databases, Requirements Gathering, Business Analysis, SDLC, SQL, Problem Solving, Process Improvement, MS Project, Requirements Analysis, Data Analysis, Team Leadership, Customer Relations, Access, Project Planning, Analysis, Agile, SharePoint, Excel, Vendor Management, Integration, Microsoft Excel, Customer Service, Software Documentation, Business Process, Project Management, Cross-functional Team..., Testing, Databases, Training, Agile Methodologies, Leadership, Visio, Strategic Planning, Enterprise Software, Program Management
Education
University of the Incarnate Word 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, With Distinction
Tulane University
University of Houston
Bachelor of Science, Hotel & Restaurant Management
Eileen O'Brien Glowka, SPHR's U.S. Global Investors Experience April 2010 - May 2012
Job Regional Director of Human Resources for Broward Health
Industry Hospital & Health Care
Experience
GlobalHealth Education & Training May 2012 - February 2013
US Global Investors April 2010 - May 2012
LifeCare Management Services January 2007 - April 2010
LifeCare Hospitals January 2001 - January 2007
The Brown Schools Rehabilitation Center (now Texas Neuro Rehabilitation Center) January 1999 - January 2001
Blackhawk Management October 1998 - February 1999
Christus San Rosa Health Care November 1996 - October 1998
Skills
Employee Relations, Employment Law, Employee Engagement, Organizational..., Training & Development, Leadership Development, Benefits Administration, Recruitment/Retention, Strategic Planning, Employee Handbooks, Policy/Procedure..., Job Description..., Regulatory Affairs, Workers Compensation, Compensation, Change Management, Talent Acquisition, Negotiation, Performance Management, Process Improvement, Process Development, Conflict Resolution, Employee Surveys, Team Building, Healthcare, Deferred Compensation, Employee Training, SPHR, Management, Policy, Succession Planning, Executive Coaching, Workforce Planning, Hiring, Career Development, Human Resources, Job Descriptions, HR Consulting, Talent Management, FMLA, Applicant Tracking..., Interviews, Leadership, Onboarding, Organizational..., New Hire Orientations, Program Management, HR Policies, Payroll, Recruiting
Education
Texas State University
Bachelor of Science, Health Care Administration
Robert E Lee
The University of Texas at Austin
Certificate, Human Resources Management
GlobalHealth Education & Training May 2012 - February 2013
US Global Investors April 2010 - May 2012
LifeCare Management Services January 2007 - April 2010
LifeCare Hospitals January 2001 - January 2007
The Brown Schools Rehabilitation Center (now Texas Neuro Rehabilitation Center) January 1999 - January 2001
Blackhawk Management October 1998 - February 1999
Christus San Rosa Health Care November 1996 - October 1998
Skills
Employee Relations, Employment Law, Employee Engagement, Organizational..., Training & Development, Leadership Development, Benefits Administration, Recruitment/Retention, Strategic Planning, Employee Handbooks, Policy/Procedure..., Job Description..., Regulatory Affairs, Workers Compensation, Compensation, Change Management, Talent Acquisition, Negotiation, Performance Management, Process Improvement, Process Development, Conflict Resolution, Employee Surveys, Team Building, Healthcare, Deferred Compensation, Employee Training, SPHR, Management, Policy, Succession Planning, Executive Coaching, Workforce Planning, Hiring, Career Development, Human Resources, Job Descriptions, HR Consulting, Talent Management, FMLA, Applicant Tracking..., Interviews, Leadership, Onboarding, Organizational..., New Hire Orientations, Program Management, HR Policies, Payroll, Recruiting
Education
Texas State University
Bachelor of Science, Health Care Administration
Robert E Lee
The University of Texas at Austin
Certificate, Human Resources Management
Kathryn Narvaez's U.S. Global Investors Experience November 2013 - Present
Job Web Designer
Industry Financial Services
Experience
U.S. Global Investors November 2013 - Present
Insurance Technologies Corporation October 2012 - November 2013
U.S. Global Investors August 2009 - December 2012
San Antonio Convention & Visitors Bureau 2010 - 2010
San Antonio Current May 2009 - August 2009
Karta Technologies 2007 - 2009
Scotiabank 2003 - 2007
Skills
Web Design, Dreamweaver, CSS, CMS, Web Development, Wordpress, Adobe Creative Suite, HTML, SEO, JavaScript, Web Analytics, Graphic Design, Video Editing, Flash, Illustrator, Photoshop, InDesign, Multimedia, Photography, ActionScript, XML, Adobe Fireworks, CSS3, Final Cut Pro, HTML 5, XHTML, Logo Design, User Interface Design, Graphics, Camtasia, Flash Animation, Adobe Acrobat, Layout, Email Marketing, Website Development, Captivate, PHP, WordPress, Video, Animation, User Interface
Education
The University of Texas at San Antonio 1998 — 2003
Bachelor of Business Administration (B.B.A.), Information Technology
U.S. Global Investors November 2013 - Present
Insurance Technologies Corporation October 2012 - November 2013
U.S. Global Investors August 2009 - December 2012
San Antonio Convention & Visitors Bureau 2010 - 2010
San Antonio Current May 2009 - August 2009
Karta Technologies 2007 - 2009
Scotiabank 2003 - 2007
Skills
Web Design, Dreamweaver, CSS, CMS, Web Development, Wordpress, Adobe Creative Suite, HTML, SEO, JavaScript, Web Analytics, Graphic Design, Video Editing, Flash, Illustrator, Photoshop, InDesign, Multimedia, Photography, ActionScript, XML, Adobe Fireworks, CSS3, Final Cut Pro, HTML 5, XHTML, Logo Design, User Interface Design, Graphics, Camtasia, Flash Animation, Adobe Acrobat, Layout, Email Marketing, Website Development, Captivate, PHP, WordPress, Video, Animation, User Interface
Education
The University of Texas at San Antonio 1998 — 2003
Bachelor of Business Administration (B.B.A.), Information Technology
Todd P. Scholl, CFA Todd P. Scholl, CFA's U.S. Global Investors Experience February 2004 - June 2005
Job Chief Financial Officer at Knetik
Industry Financial Services
Experience
Knetik May 2014 - Present
Knetik January 2013 - Present
Wunderlich Securities April 2013 - April 2014
Clarkson Capital Markets July 2011 - April 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets June 2008 - January 2010
Austin Stock Research January 2007 - June 2008
Raymond James January 2006 - December 2006
US Global Investors February 2004 - June 2005
Various June 1994 - February 2003
Skills
Equity Research, Financial Modeling, Equities, Energy, Financial Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Factset, Portfolio Management, Trading, Oil/Gas, Microsoft Excel, Microsoft Word, PowerPoint, International Business, Hedge Funds, Emerging Markets, Mutual Funds, Private Equity, Investment Banking, Corporate Finance
Education
Stetson University College of Law 2015 — 2019
Doctor of Law (J.D.), International Business, Trade, and Tax Law / M&A
University of Florida - Warrington College Of Business 2003 — 2005
Masters, Business Administration
University of Central Florida 1994 — 1997
Bachelor of Arts, Political Science
Knetik May 2014 - Present
Knetik January 2013 - Present
Wunderlich Securities April 2013 - April 2014
Clarkson Capital Markets July 2011 - April 2013
RBC Capital Markets January 2010 - June 2011
RBC Capital Markets June 2008 - January 2010
Austin Stock Research January 2007 - June 2008
Raymond James January 2006 - December 2006
US Global Investors February 2004 - June 2005
Various June 1994 - February 2003
Skills
Equity Research, Financial Modeling, Equities, Energy, Financial Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Series 7, Bloomberg, Factset, Portfolio Management, Trading, Oil/Gas, Microsoft Excel, Microsoft Word, PowerPoint, International Business, Hedge Funds, Emerging Markets, Mutual Funds, Private Equity, Investment Banking, Corporate Finance
Education
Stetson University College of Law 2015 — 2019
Doctor of Law (J.D.), International Business, Trade, and Tax Law / M&A
University of Florida - Warrington College Of Business 2003 — 2005
Masters, Business Administration
University of Central Florida 1994 — 1997
Bachelor of Arts, Political Science
Lauren Merluzzi Lauren Merluzzi's U.S. Global Investors Experience June 2012 - August 2012
Job Recruiting Coordinator at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Surveying And Mapping, LLC. (SAM) March 2013 - January 2015
U.S. Global Investors June 2012 - August 2012
U.S. Global Investors May 2011 - February 2012
Education
Texas State University-San Marcos
Bachelors of Business Administration, Management with a focus in Human Resources
Charles Schwab March 2015 - Present
Surveying And Mapping, LLC. (SAM) March 2013 - January 2015
U.S. Global Investors June 2012 - August 2012
U.S. Global Investors May 2011 - February 2012
Education
Texas State University-San Marcos
Bachelors of Business Administration, Management with a focus in Human Resources
Melissa Kee Tom, SPHR Melissa Kee Tom, SPHR's U.S. Global Investors Experience April 2006 - April 2008
Job Interim Human Resources Manager
Industry Human Resources
Experience
San Antonio Children's Museum 2014 - Present
P3S Corporation 2013 - 2014
Gilead Sciences 2012 - 2013
ThinkHR June 2010 - July 2012
U.S. Global Investors April 2006 - April 2008
MidFlorida Federal Credit Union 2004 - 2005
3R Consultants 2004 - 2004
First National Bank Alaska 2001 - 2003
Wells Fargo 1995 - 2001
Skills
Change Management, Corporate Communications, Employee Relations, Qualified Strength..., Performance Management, Recruiting, Human Resources, Organizational..., Talent Management, Talent Acquisition, Management, Training, Employee Benefits, Program Management, Strategy, Start-ups, Personnel Management, Coaching, Interviews, Workforce Planning, Mergers & Acquisitions, Leadership, Payroll, Analysis, Strategic Planning, HRIS
Education
Texas A&M University 1987 — 1992
B.S.
Texas A&M University
San Antonio Children's Museum 2014 - Present
P3S Corporation 2013 - 2014
Gilead Sciences 2012 - 2013
ThinkHR June 2010 - July 2012
U.S. Global Investors April 2006 - April 2008
MidFlorida Federal Credit Union 2004 - 2005
3R Consultants 2004 - 2004
First National Bank Alaska 2001 - 2003
Wells Fargo 1995 - 2001
Skills
Change Management, Corporate Communications, Employee Relations, Qualified Strength..., Performance Management, Recruiting, Human Resources, Organizational..., Talent Management, Talent Acquisition, Management, Training, Employee Benefits, Program Management, Strategy, Start-ups, Personnel Management, Coaching, Interviews, Workforce Planning, Mergers & Acquisitions, Leadership, Payroll, Analysis, Strategic Planning, HRIS
Education
Texas A&M University 1987 — 1992
B.S.
Texas A&M University
Sarah Moy Sarah Moy's U.S. Global Investors Experience 2007 - 2008
Job Business Development Director
Industry Staffing and Recruiting
Experience
Beach Body June 2015 - Present
East Central ISD July 2014 - Present
Cameron Search Staffing April 2013 - June 2014
Gilly Hicks August 2012 - April 2013
U.S. Global Investors 2007 - 2008
Skills
Home Based Business, Team Building, Leadership Development, Training, Customer Service, Coaching, Sales, Event Planning, Marketing, Process Improvement, Direct Sales, Public Speaking
Education
The University of Texas at San Antonio 2009 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studies, 3.62
Karnes City High School
Beach Body June 2015 - Present
East Central ISD July 2014 - Present
Cameron Search Staffing April 2013 - June 2014
Gilly Hicks August 2012 - April 2013
U.S. Global Investors 2007 - 2008
Skills
Home Based Business, Team Building, Leadership Development, Training, Customer Service, Coaching, Sales, Event Planning, Marketing, Process Improvement, Direct Sales, Public Speaking
Education
The University of Texas at San Antonio 2009 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Studies, 3.62
Karnes City High School
Aubrey Chambers Aubrey Chambers's U.S. Global Investors Experience June 2005 - May 2006
Job Director, Global Oracle Solutions
Industry Management Consulting
Experience
Hitachi Consulting April 2014 - Present
Hitachi Consulting June 2008 - May 2014
Starbucks September 2007 - May 2008
Starz Entertainment June 2007 - September 2007
Aqua Kickz Swim School May 2003 - May 2007
U.S. Global Investors June 2005 - May 2006
Skills
Microsoft CRM, CRM, Cross-functional Team..., Salesforce.com, Partner Management, Siebel, Business Strategy, Marketing Strategy, SPSS, Strategic Partnerships, Multi-channel Marketing, Oracle CRM, Business Process..., Strategy, Sales, Start-ups, Business Intelligence, Sales Operations, Leadership, Management, Consulting
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.), Customer Experience & Integrated Campaign Strategy
Trinity University
Bachelor of Science (BS), Business Marketing and Psychology
Kent Denver School
Hitachi Consulting April 2014 - Present
Hitachi Consulting June 2008 - May 2014
Starbucks September 2007 - May 2008
Starz Entertainment June 2007 - September 2007
Aqua Kickz Swim School May 2003 - May 2007
U.S. Global Investors June 2005 - May 2006
Skills
Microsoft CRM, CRM, Cross-functional Team..., Salesforce.com, Partner Management, Siebel, Business Strategy, Marketing Strategy, SPSS, Strategic Partnerships, Multi-channel Marketing, Oracle CRM, Business Process..., Strategy, Sales, Start-ups, Business Intelligence, Sales Operations, Leadership, Management, Consulting
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.), Customer Experience & Integrated Campaign Strategy
Trinity University
Bachelor of Science (BS), Business Marketing and Psychology
Kent Denver School
Egor N. Rybakov's U.S. Global Investors Experience May 1999 - September 2000
Job Global Value Equity Portfolio Manager at Keeley funds
Industry Investment Management
Experience
Keeley funds August 2014 - Present
Principal Financial Group / Edge Asset Mngt December 2010 - 2013
Pacific Income Advisers / ENR Investments November 2008 - December 2010
Nuveen Investments and Affilliates - Tradewinds, SBAM January 2005 - November 2008
Thornburg Investment Management September 2000 - January 2005
U.S. Global Investors May 1999 - September 2000
Skills
International Equities, Global Equities, Portfolio Management, Asset Management, Business Building, Building New Businesses, People Management, Equities, Asset Managment, Mutual Funds, Investments, Investment Management, Alternative Investments, Bloomberg, Due Diligence, Business, Equity Research, Hedge Funds, Investment Banking, Strategy, Investment Strategies, Fixed Income
Education
University of Illinois at Chicago 1997 — 1999
MBA, Accounting and Finance
SUNY Albany 1996 — 1997
Graduate Study, Accounting and Finance
Lomonosov Moscow State University (MSU) 1992 — 1996
Bachelor of Arts (B.A.), Double Major in Economics and Management
Keeley funds August 2014 - Present
Principal Financial Group / Edge Asset Mngt December 2010 - 2013
Pacific Income Advisers / ENR Investments November 2008 - December 2010
Nuveen Investments and Affilliates - Tradewinds, SBAM January 2005 - November 2008
Thornburg Investment Management September 2000 - January 2005
U.S. Global Investors May 1999 - September 2000
Skills
International Equities, Global Equities, Portfolio Management, Asset Management, Business Building, Building New Businesses, People Management, Equities, Asset Managment, Mutual Funds, Investments, Investment Management, Alternative Investments, Bloomberg, Due Diligence, Business, Equity Research, Hedge Funds, Investment Banking, Strategy, Investment Strategies, Fixed Income
Education
University of Illinois at Chicago 1997 — 1999
MBA, Accounting and Finance
SUNY Albany 1996 — 1997
Graduate Study, Accounting and Finance
Lomonosov Moscow State University (MSU) 1992 — 1996
Bachelor of Arts (B.A.), Double Major in Economics and Management
Evan W. Smith, CFA Evan W. Smith, CFA's U.S. Global Investors Experience November 2004 - December 2013
Job Vice President & Treasurer at CST Brands, Inc. | CrossAmerica Partners, LP
Industry Financial Services
Experience
CST Brands, Inc. CrossAmerica Partners, LP April 2015 - Present
U.S. Global Investors November 2004 - December 2013
Koch Capital Markets May 2004 - August 2004
Sanders Morris Harris February 1998 - February 2004
Arthur Andersen November 1994 - February 1998
Skills
CFA, Chartered Financial..., Portfolio Management, Hedge Funds, Equities, Financial Modeling, Valuation, Mutual Funds, Equity Research, Investment Strategies, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Fixed Income, Capital Markets, Trading, Series 7, Securities, Private Equity, Emerging Markets, Series 63, Commodity, Equity Valuation, Corporate Finance
Education
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
CST Brands, Inc. CrossAmerica Partners, LP April 2015 - Present
U.S. Global Investors November 2004 - December 2013
Koch Capital Markets May 2004 - August 2004
Sanders Morris Harris February 1998 - February 2004
Arthur Andersen November 1994 - February 1998
Skills
CFA, Chartered Financial..., Portfolio Management, Hedge Funds, Equities, Financial Modeling, Valuation, Mutual Funds, Equity Research, Investment Strategies, Investments, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Fixed Income, Capital Markets, Trading, Series 7, Securities, Private Equity, Emerging Markets, Series 63, Commodity, Equity Valuation, Corporate Finance
Education
The University of Texas at Austin 1989 — 1994
BS, Mechanical Engineering
Jeffrey Gershon Jeffrey Gershon's U.S. Global Investors Experience March 2007 - May 2014
Job Attorney at Springleaf Financial Services
Industry Financial Services
Experience
Springleaf Financial Services May 2014 - Present
U.S. Global Investors March 2007 - May 2014
Education
University of Arizona
Springleaf Financial Services May 2014 - Present
U.S. Global Investors March 2007 - May 2014
Education
University of Arizona
Noelle (Gunn) Hoening Noelle (Gunn) Hoening's U.S. Global Investors Experience May 2006 - December 2006
Job DFW Account Manager at LEAM Drilling Systems, Inc.
Industry Oil & Energy
Experience
LEAM Drilling Systems, Inc. May 2011 - Present
Baker Hughes 2010 - May 2011
Baker Hughes February 2009 - February 2010
U.S. Global Investors May 2006 - December 2006
Skills
Business Development, Qualifying Prospects, Account Management, Petroleum, Sales, Energy, Natural Gas, Drilling, Marketing, Competitive Analysis, Market Research, Strategic Planning, Directional Drilling
Education
Texas Tech University - Rawls College of Business 2005 — 2008
BA, Marketing
LEAM Drilling Systems, Inc. May 2011 - Present
Baker Hughes 2010 - May 2011
Baker Hughes February 2009 - February 2010
U.S. Global Investors May 2006 - December 2006
Skills
Business Development, Qualifying Prospects, Account Management, Petroleum, Sales, Energy, Natural Gas, Drilling, Marketing, Competitive Analysis, Market Research, Strategic Planning, Directional Drilling
Education
Texas Tech University - Rawls College of Business 2005 — 2008
BA, Marketing
Lea Sims Lea Sims's U.S. Global Investors Experience 2001 - 2005
Job Executive Director, Product Management at USAA Financial Services
Industry Financial Services
Experience
USAA May 2010 - Present
USAA May 2008 - April 2010
USAA May 2006 - April 2008
USAA October 2005 - April 2006
U.S. Global Investors 2001 - 2005
Arthur Andersen March 1998 - April 2001
Education
Hollins University 1993 — 1997
Highlands High School
USAA May 2010 - Present
USAA May 2008 - April 2010
USAA May 2006 - April 2008
USAA October 2005 - April 2006
U.S. Global Investors 2001 - 2005
Arthur Andersen March 1998 - April 2001
Education
Hollins University 1993 — 1997
Highlands High School
Noah Masterson Noah Masterson's U.S. Global Investors Experience July 2003 - April 2005
Job Manager, Web Design & Development at HID Global
Industry Internet
Experience
HID Global April 2014 - Present
Dell May 2012 - April 2014
Noah Masterson Consulting January 2010 - May 2012
Calvert Investments May 2006 - December 2009
Calvert Investments April 2005 - April 2006
U.S. Global Investors July 2003 - April 2005
Seguin Daily News February 2003 - June 2003
New York Press April 2001 - January 2003
Global Publications/Smooth Magazine June 2000 - August 2001
Urban Box Office December 1999 - March 2000
Skills
Social Media, Blogging, CMS, Photoshop, InDesign, Wordpress, Copywriting, Dreamweaver, Journalism, HTML, Web Development, E-business, RedDot, SEO, Online Marketing, Writing, Google Analytics, Budget Management, WebTrends, FINRA Series 6, Editing, Website Development, Omniture, Social Media Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Adobe Creative Suite, Web Analytics, Social Networking, Digital Marketing, FINRA Series 26, FINRA Series 63, Strategy, Digital Strategy, Online Advertising, Series 63, Advertising, Marketing, Web Design, Facebook, Google Adwords, New Media, Creative Direction, Web Project Management, Web Content, Mergers & Acquisitions, Analytics, User Experience, Strategic Consulting
Education
Brandman University, Part of the Chapman University System 2014 — 2014
Leadership Development Certificate
University of Miami 1990 — 1995
BSC, Communication
Coral Gables Sr. High School
HID Global April 2014 - Present
Dell May 2012 - April 2014
Noah Masterson Consulting January 2010 - May 2012
Calvert Investments May 2006 - December 2009
Calvert Investments April 2005 - April 2006
U.S. Global Investors July 2003 - April 2005
Seguin Daily News February 2003 - June 2003
New York Press April 2001 - January 2003
Global Publications/Smooth Magazine June 2000 - August 2001
Urban Box Office December 1999 - March 2000
Skills
Social Media, Blogging, CMS, Photoshop, InDesign, Wordpress, Copywriting, Dreamweaver, Journalism, HTML, Web Development, E-business, RedDot, SEO, Online Marketing, Writing, Google Analytics, Budget Management, WebTrends, FINRA Series 6, Editing, Website Development, Omniture, Social Media Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Adobe Creative Suite, Web Analytics, Social Networking, Digital Marketing, FINRA Series 26, FINRA Series 63, Strategy, Digital Strategy, Online Advertising, Series 63, Advertising, Marketing, Web Design, Facebook, Google Adwords, New Media, Creative Direction, Web Project Management, Web Content, Mergers & Acquisitions, Analytics, User Experience, Strategic Consulting
Education
Brandman University, Part of the Chapman University System 2014 — 2014
Leadership Development Certificate
University of Miami 1990 — 1995
BSC, Communication
Coral Gables Sr. High School
Phyllis Encinias Phyllis Encinias's U.S. Global Investors Experience July 1996 - April 2003
Job Project Manager at ERCOT
Industry Utilities
Experience
ERCOT October 2003 - Present
Electric Reliability Council of Texas 2003 - Present
Electric Reliability Council of Texas (ERCOT) 2003 - Present
U.S. Global Investors July 1996 - April 2003
Skills
Smart Grid, Business Analysis, Energy, Risk Management, Process Improvement, Renewable Energy, Energy Markets, Program Management, Requirements Gathering, Analysis, Project Management, Business Process, Integration, Enterprise Architecture, Business Process..., SDLC, PMP, IT Strategy, Strategy, Management Consulting, Change Management, MS Project, Vendor Management, Management, Electric Power, Requirements Analysis, Project Portfolio..., Business Intelligence, Project Delivery
Education
The University of Texas at Austin 2008 — 2008
Project Management Certificate
San Antonio College 1998 — 2003
Psychology, Economics
The University of New Mexico 1976 — 1979
Austin Community College
Economics
ERCOT October 2003 - Present
Electric Reliability Council of Texas 2003 - Present
Electric Reliability Council of Texas (ERCOT) 2003 - Present
U.S. Global Investors July 1996 - April 2003
Skills
Smart Grid, Business Analysis, Energy, Risk Management, Process Improvement, Renewable Energy, Energy Markets, Program Management, Requirements Gathering, Analysis, Project Management, Business Process, Integration, Enterprise Architecture, Business Process..., SDLC, PMP, IT Strategy, Strategy, Management Consulting, Change Management, MS Project, Vendor Management, Management, Electric Power, Requirements Analysis, Project Portfolio..., Business Intelligence, Project Delivery
Education
The University of Texas at Austin 2008 — 2008
Project Management Certificate
San Antonio College 1998 — 2003
Psychology, Economics
The University of New Mexico 1976 — 1979
Austin Community College
Economics
Tom Lydon's U.S. Global Investors Experience January 1997 - Present
Job ETF Content and Wealth Management
Industry Investment Management
Experience
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Kevin Trevor-Wilson Kevin Trevor-Wilson's U.S. Global Investors Experience 2012 - Present
Job
Industry Financial Services
Experience
U.S. Global Investors 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Texas Wesleyan University 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
U.S. Global Investors 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Texas Wesleyan University 1980 — 1984
Bachelor of Business Administration (BBA), Business Administration and Management, General
Susan Filyk's U.S. Global Investors Experience August 2007 - Present
Job Director, Marketing and Communications at U.S. Global Investors
Industry Financial Services
Experience
U.S. Global Investors August 2007 - Present
Frost Bank 1998 - 2007
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Journalism, Public Relations
The University of Texas at San Antonio 1992 — 1995
MBA
U.S. Global Investors August 2007 - Present
Frost Bank 1998 - 2007
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Journalism, Public Relations
The University of Texas at San Antonio 1992 — 1995
MBA
Jennifer Henion's U.S. Global Investors Experience January 2008 - September 2010
Job Sr. Advertising Review Analyst
Industry Financial Services
Experience
Financial Services Company March 2013 - Present
USAA September 2010 - February 2013
U.S. Global Investors January 2008 - September 2010
AIM Investments January 2004 - December 2007
AIM Investments 2000 - 2004
Education
Michigan State University
University of Houston
Financial Services Company March 2013 - Present
USAA September 2010 - February 2013
U.S. Global Investors January 2008 - September 2010
AIM Investments January 2004 - December 2007
AIM Investments 2000 - 2004
Education
Michigan State University
University of Houston
Alizon Kiel's U.S. Global Investors Experience September 2012 - December 2013
Job Associate Officer & Team Leader at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein May 2014 - Present
U.S. Global Investors September 2012 - December 2013
U.S. Global Investors August 2007 - September 2012
U.S. Global Investors 2004 - August 2007
U.S. Global Investors July 2003 - 2004
Skills
Asset Allocation, Investments, Mutual Funds, Process Improvement, Business Analysis, Risk Management, Alternative Investments, Securities, Finance, Series 6, Accounting, Financial Services, Management, Leadership, Marketing, Financial Analysis, FINRA, Relationship Management, Analysis, Strategic Planning, Microsoft Excel, Change Management, Customer Service, Leadership Development, Contract Negotiation, Employee Training, Series 63, Sales, Financial Markets, Due Diligence, Investment Strategies, Equities, Data Analysis, Performance Management, Project Management, Agreements, Contractual Agreements, Service Level Agreements, Business Correspondence, Procedure Development, Training
Education
Southwestern University 1995 — 1999
Bachelor of Arts (B.A.), Sociology and Anthropology
AllianceBernstein May 2014 - Present
U.S. Global Investors September 2012 - December 2013
U.S. Global Investors August 2007 - September 2012
U.S. Global Investors 2004 - August 2007
U.S. Global Investors July 2003 - 2004
Skills
Asset Allocation, Investments, Mutual Funds, Process Improvement, Business Analysis, Risk Management, Alternative Investments, Securities, Finance, Series 6, Accounting, Financial Services, Management, Leadership, Marketing, Financial Analysis, FINRA, Relationship Management, Analysis, Strategic Planning, Microsoft Excel, Change Management, Customer Service, Leadership Development, Contract Negotiation, Employee Training, Series 63, Sales, Financial Markets, Due Diligence, Investment Strategies, Equities, Data Analysis, Performance Management, Project Management, Agreements, Contractual Agreements, Service Level Agreements, Business Correspondence, Procedure Development, Training
Education
Southwestern University 1995 — 1999
Bachelor of Arts (B.A.), Sociology and Anthropology
Creston King's U.S. Global Investors Experience August 1993 - May 1999
Job Portfolio Manager at Davis Selected Advisers, L.P.
Industry Investment Management
Experience
Davis Selected Advisers, L.P. June 1999 - Present
U.S. Global Investors August 1993 - May 1999
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Investments, Investment Management, Securities, Bloomberg, Asset Allocation, Equities, Capital Markets, Mutual Funds
Education
Duke University 1981 — 1985
AB, Economics
Davis Selected Advisers, L.P. June 1999 - Present
U.S. Global Investors August 1993 - May 1999
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Investments, Investment Management, Securities, Bloomberg, Asset Allocation, Equities, Capital Markets, Mutual Funds
Education
Duke University 1981 — 1985
AB, Economics
Erica Borchers-del Valle's U.S. Global Investors Experience January 2006 - June 2007
Job Account Manager
Industry Marketing and Advertising
Experience
redGizmo Creative Communications June 2007 - Present
U.S. Global Investors January 2006 - June 2007
U.S. Global Investors October 2004 - January 2006
White Lodging Services 2002 - 2004
InterContinental Hotels Group 1999 - 2002
Austin Independent School District August 1998 - May 1999
United Independent School District August 1996 - May 1998
Skills
Email Marketing, Advertising, Web Analytics, SEM, Content Management, Spanish, Marketing Communications, Public Relations, Social Media, Marketing, Relationship Management
Education
St. Edward's University 1991 — 1995
BA in International Studies
Texas A&M International University 1996 — 1997
Post Graduate Teaching Degree
redGizmo Creative Communications June 2007 - Present
U.S. Global Investors January 2006 - June 2007
U.S. Global Investors October 2004 - January 2006
White Lodging Services 2002 - 2004
InterContinental Hotels Group 1999 - 2002
Austin Independent School District August 1998 - May 1999
United Independent School District August 1996 - May 1998
Skills
Email Marketing, Advertising, Web Analytics, SEM, Content Management, Spanish, Marketing Communications, Public Relations, Social Media, Marketing, Relationship Management
Education
St. Edward's University 1991 — 1995
BA in International Studies
Texas A&M International University 1996 — 1997
Post Graduate Teaching Degree
Amanda Talaat's U.S. Global Investors Experience 2000 - 2002
Job Assistant Executive Director, San Antonio CPA Society
Industry Nonprofit Organization Management
Experience
San Antonio Chapter Texas Society of CPAs August 2008 - Present
St. Mary's Hall 1996 - 2012
Becker July 2005 - July 2010
San Antonio CPA Society December 2002 - August 2008
University of Texas Health Science Center at San Antonio 2002 - 2002
US Global Investors 2000 - 2002
American Institute of Banking (AIB) 1983 - 1999
Skills
Event Management, Non-profits, Grants, Event Planning, Writing, Volunteer Management, Nonprofits, Public Relations, Strategic Planning, Leadership Development, Marketing, Public Speaking, Fundraising
Education
Mary Baldwin College 1976 — 1980
Bachelor of Arts, Communication & Political Science
Washington & Lee University 1978 — 1979
San Antonio Chapter Texas Society of CPAs August 2008 - Present
St. Mary's Hall 1996 - 2012
Becker July 2005 - July 2010
San Antonio CPA Society December 2002 - August 2008
University of Texas Health Science Center at San Antonio 2002 - 2002
US Global Investors 2000 - 2002
American Institute of Banking (AIB) 1983 - 1999
Skills
Event Management, Non-profits, Grants, Event Planning, Writing, Volunteer Management, Nonprofits, Public Relations, Strategic Planning, Leadership Development, Marketing, Public Speaking, Fundraising
Education
Mary Baldwin College 1976 — 1980
Bachelor of Arts, Communication & Political Science
Washington & Lee University 1978 — 1979
David Brolsma's U.S. Global Investors Experience January 1995 - 1996
Job VP Finance at WP Engine
Industry Information Technology and Services
Experience
WP Engine December 2014 - Present
Rackspace, the Open Cloud Company April 2012 - August 2014
Rackspace Hosting May 2008 - April 2012
Rackspace Hosting April 2007 - April 2008
Valero Energy Corporation April 2006 - March 2007
Valero Energy Corporation October 2003 - April 2006
Ernst & Young LLP July 2000 - October 2003
Arthur Andersen May 1997 - July 2000
US Global Investors January 1995 - 1996
Skills
Business Strategy, Start-ups, Leadership, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Strategy, Business Process..., Accounting, Sarbanes-Oxley Act, Management, Cross-functional Team..., Business Planning, Process Improvement, Management Consulting, Strategic Planning, Internal Audit, International Business, Business Analysis, Team Leadership, International..., Operations Management, Best Practices
Education
The University of Texas at San Antonio 1994 — 1997
Master of Science (M.S.), Accounting
WP Engine December 2014 - Present
Rackspace, the Open Cloud Company April 2012 - August 2014
Rackspace Hosting May 2008 - April 2012
Rackspace Hosting April 2007 - April 2008
Valero Energy Corporation April 2006 - March 2007
Valero Energy Corporation October 2003 - April 2006
Ernst & Young LLP July 2000 - October 2003
Arthur Andersen May 1997 - July 2000
US Global Investors January 1995 - 1996
Skills
Business Strategy, Start-ups, Leadership, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Strategy, Business Process..., Accounting, Sarbanes-Oxley Act, Management, Cross-functional Team..., Business Planning, Process Improvement, Management Consulting, Strategic Planning, Internal Audit, International Business, Business Analysis, Team Leadership, International..., Operations Management, Best Practices
Education
The University of Texas at San Antonio 1994 — 1997
Master of Science (M.S.), Accounting
Jane Hill Hatton's U.S. Global Investors Experience 1994 - 1996
Job Independent Accounting Professional
Industry Accounting
Experience
U.S. Global Investors 1994 - 1996
Education
Trinity University 1985 — 1989
U.S. Global Investors 1994 - 1996
Education
Trinity University 1985 — 1989
Sara Halsell's U.S. Global Investors Experience May 2008 - August 2008
Job MBA Finance Graduate
Industry Financial Services
Experience
Entergy April 2009 - April 2013
University of Texas at San Antonio March 2007 - December 2008
U.S. Global Investors May 2008 - August 2008
TD Ameritrade December 2005 - December 2006
Pizza Hut of Uniontown, Inc. June 2005 - December 2005
DaimlerChrysler Financial Services December 2001 - July 2003
Skills
Very knowledgeable with..., Some experience with..., Sales, Financial Analysis, Financial Modeling, Analysis, Valuation, Research, Databases, Community Outreach, Budgets, Corporate Finance, Accounting
Education
The University of Texas at San Antonio 2007 — 2008
MBA, Finance
Wichita State University 2003 — 2005
BBA, Economics
Freie Universität Berlin 2000 — 2003
n/a, Economics
Entergy April 2009 - April 2013
University of Texas at San Antonio March 2007 - December 2008
U.S. Global Investors May 2008 - August 2008
TD Ameritrade December 2005 - December 2006
Pizza Hut of Uniontown, Inc. June 2005 - December 2005
DaimlerChrysler Financial Services December 2001 - July 2003
Skills
Very knowledgeable with..., Some experience with..., Sales, Financial Analysis, Financial Modeling, Analysis, Valuation, Research, Databases, Community Outreach, Budgets, Corporate Finance, Accounting
Education
The University of Texas at San Antonio 2007 — 2008
MBA, Finance
Wichita State University 2003 — 2005
BBA, Economics
Freie Universität Berlin 2000 — 2003
n/a, Economics
Lisa Aston's U.S. Global Investors Experience June 2007 - Present
Job Marketing Manager at U.S. Global Investors
Industry Financial Services
Experience
U.S. Global Investors June 2007 - Present
U.S. Global Investors August 1997 - June 2007
Skills
Data Analysis, Marketing Communications, Mutual Funds, Social Media, Process Improvement, Project Management, Marketing Strategy, Analysis, Organizational..., Microsoft Office, Strategic Planning, Market Research, Leadership, Marketing, Public Relations, Email Marketing, Social Media Marketing, Social Networking, Event Management, Change Management, Team Leadership, Leadership Development, Customer Service, Management, Web Analytics, Business Strategy, Series 6, Account Management, SEO, Editing, Program Management, Advertising
Education
St. Mary's University 1997 — 2000
MA, Clinical Psychology
U.S. Global Investors June 2007 - Present
U.S. Global Investors August 1997 - June 2007
Skills
Data Analysis, Marketing Communications, Mutual Funds, Social Media, Process Improvement, Project Management, Marketing Strategy, Analysis, Organizational..., Microsoft Office, Strategic Planning, Market Research, Leadership, Marketing, Public Relations, Email Marketing, Social Media Marketing, Social Networking, Event Management, Change Management, Team Leadership, Leadership Development, Customer Service, Management, Web Analytics, Business Strategy, Series 6, Account Management, SEO, Editing, Program Management, Advertising
Education
St. Mary's University 1997 — 2000
MA, Clinical Psychology
Romeo Dator's U.S. Global Investors Experience 2002 - 2011
Job Owner/Managing Member DFI Capital Advisors, LLC
Industry Investment Management
Experience
DFI Capital Advisors, LLC March 2011 - Present
US Global Investors 2002 - 2011
Barnett Capital Advisors 1996 - 1998
Barnett Merchant Services Corp. 1991 - 1992
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Equity Research, Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Series 7, Investment Advisory, Finance, Fund Of Funds, Securities, Bloomberg, Financial Modeling, Commodity, Capital Markets, Emerging Markets, Global Macro, Bloomberg Terminal, Financial Services, Investment Management, Wealth Management, Financial Markets, Financial Analysis, Financial Advisory, Equity Valuation, Economics, Valuation, FINRA, Asset Management, Options, Series 63, Trading, Private Equity, Series 65, Venture Capital, Equity Derivatives, Investor Relations, Series 6, Equity Trading, Due Diligence, Derivatives, Wealth Management..., Bonds
Education
Duke University 1982 — 1986
BS, Psychology and Biology
Father Lopez High School 1980 — 1982
DFI Capital Advisors, LLC March 2011 - Present
US Global Investors 2002 - 2011
Barnett Capital Advisors 1996 - 1998
Barnett Merchant Services Corp. 1991 - 1992
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Investment Strategies, Mutual Funds, Equity Research, Portfolio Management, Equities, Investments, Asset Managment, Fixed Income, Series 7, Investment Advisory, Finance, Fund Of Funds, Securities, Bloomberg, Financial Modeling, Commodity, Capital Markets, Emerging Markets, Global Macro, Bloomberg Terminal, Financial Services, Investment Management, Wealth Management, Financial Markets, Financial Analysis, Financial Advisory, Equity Valuation, Economics, Valuation, FINRA, Asset Management, Options, Series 63, Trading, Private Equity, Series 65, Venture Capital, Equity Derivatives, Investor Relations, Series 6, Equity Trading, Due Diligence, Derivatives, Wealth Management..., Bonds
Education
Duke University 1982 — 1986
BS, Psychology and Biology
Father Lopez High School 1980 — 1982
Rahim Kassim-Lakha's U.S. Global Investors Experience 1996 - 2002
Job Managing Director, Co Head of Institutional Sales at Salman Partners Inc.
Industry Financial Services
Experience
Salman Partners Inc. 2015 - Present
Desjardins 2012 - 2015
Blackmont Capital 2009 - 2012
National Bank of Canada 2006 - 2009
MGI Securities 2004 - 2006
GMP Securities 2002 - 2004
U.S. Global Investors 1996 - 2002
Fidelity Capital Markets 1995 - 1996
Skills
Equities, Capital Markets, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Business Planning, Investments, Private Placements, Private Equity, Equity Research, Valuation, Investment Banking, Finance, Hedge Funds, Acquisitions, Funding, Asset Management, Bloomberg, Corporate Finance, Venture Capital, Fixed Income, Financial Analysis, Trading, Due Diligence, Securities, Investment Strategies, Mergers & Acquisitions, Financial Markets
Education
Brown University
Dual Concentration: Business Economics & Organizational Behaviour Mgt.
Boston University
Business
Middlesex School
Salman Partners Inc. 2015 - Present
Desjardins 2012 - 2015
Blackmont Capital 2009 - 2012
National Bank of Canada 2006 - 2009
MGI Securities 2004 - 2006
GMP Securities 2002 - 2004
U.S. Global Investors 1996 - 2002
Fidelity Capital Markets 1995 - 1996
Skills
Equities, Capital Markets, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Business Planning, Investments, Private Placements, Private Equity, Equity Research, Valuation, Investment Banking, Finance, Hedge Funds, Acquisitions, Funding, Asset Management, Bloomberg, Corporate Finance, Venture Capital, Fixed Income, Financial Analysis, Trading, Due Diligence, Securities, Investment Strategies, Mergers & Acquisitions, Financial Markets
Education
Brown University
Dual Concentration: Business Economics & Organizational Behaviour Mgt.
Boston University
Business
Middlesex School
Guillermo Borrego, CFA's U.S. Global Investors Experience October 1997 - May 1999
Job Portfolio Manager
Industry Financial Services
Experience
Intercontinental Asset Management November 2005 - February 2015
Advisors Asset Management, Inc. February 2004 - November 2005
Advisors Asset Management, Inc. December 2001 - February 2004
USAA August 1999 - February 2001
US Global Investors October 1997 - May 1999
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Investment Strategies, Mutual Funds, Wealth Management
Education
The University of Texas at San Antonio 1992 — 1997
Bachelor’s Degree, Accounting and Finance
Intercontinental Asset Management November 2005 - February 2015
Advisors Asset Management, Inc. February 2004 - November 2005
Advisors Asset Management, Inc. December 2001 - February 2004
USAA August 1999 - February 2001
US Global Investors October 1997 - May 1999
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Investment Strategies, Mutual Funds, Wealth Management
Education
The University of Texas at San Antonio 1992 — 1997
Bachelor’s Degree, Accounting and Finance
Tadas Misiunas's U.S. Global Investors Experience June 2015 - Present
Job Managing Director
Industry Financial Services
Experience
U.S. Global Investors June 2015 - Present
AFAM Capital, Inc. January 2014 - June 2015
U.S. Global Investors July 2011 - December 2013
DWS Investments/Deutsche Bank August 2005 - July 2011
Scudder Investments September 1995 - August 2005
Skills
Portfolio Management, Securities, Investment Advisory, Investment Management, Retirement Planning, Investment Strategies, Equities, Fixed Income, Hedge Funds, Morningstar, Series 6, Fluent in Lithuanian, Fluent in Russian, ETFs, Investments, Asset Management, Asset Allocation, Series 63, Series 7, Alternative Investments, Mutual Funds
Education
University of Illinois at Chicago 1991 — 1995
BS, Finance
Vilnius
U.S. Global Investors June 2015 - Present
AFAM Capital, Inc. January 2014 - June 2015
U.S. Global Investors July 2011 - December 2013
DWS Investments/Deutsche Bank August 2005 - July 2011
Scudder Investments September 1995 - August 2005
Skills
Portfolio Management, Securities, Investment Advisory, Investment Management, Retirement Planning, Investment Strategies, Equities, Fixed Income, Hedge Funds, Morningstar, Series 6, Fluent in Lithuanian, Fluent in Russian, ETFs, Investments, Asset Management, Asset Allocation, Series 63, Series 7, Alternative Investments, Mutual Funds
Education
University of Illinois at Chicago 1991 — 1995
BS, Finance
Vilnius
Burke Crosby's U.S. Global Investors Experience June 1990 - July 1993
Job Programmer at Texas Medical Association
Industry Nonprofit Organization Management
Experience
Texas Medical Association November 2002 - Present
Charles Schwab May 2000 - October 2002
Tradestar Investments July 1993 - May 2000
U.S. Global Investors June 1990 - July 1993
Skills
SQL Server, SQL, Excel, Microsoft Office, Outlook, Word, Customer Relations, Database Administration, Non-profits, Data Analysis, SSRS, Databases, Microsoft SQL Server, Microsoft Excel, Analysis, SSIS, Project Management, Customer Service, Microsoft Word, Troubleshooting, Nonprofits
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1990
BBA, Finance, Accounting
John H Reagan High School 1982 — 1986
Texas Medical Association November 2002 - Present
Charles Schwab May 2000 - October 2002
Tradestar Investments July 1993 - May 2000
U.S. Global Investors June 1990 - July 1993
Skills
SQL Server, SQL, Excel, Microsoft Office, Outlook, Word, Customer Relations, Database Administration, Non-profits, Data Analysis, SSRS, Databases, Microsoft SQL Server, Microsoft Excel, Analysis, SSIS, Project Management, Customer Service, Microsoft Word, Troubleshooting, Nonprofits
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1990
BBA, Finance, Accounting
John H Reagan High School 1982 — 1986
Vincent A. Colicchio, CFA's U.S. Global Investors Experience January 2002 - December 2003
Job Managing Director at Barrington Research Associates, Inc.
Industry Investment Banking
Experience
Barrington Research Associates, Inc. 2015 - Present
CFA Society of South Florida 2015 - Present
Noble Financial Capital Markets 2006 - 2015
Sterling Financial 2003 - 2005
U.S. Global Investors January 2002 - December 2003
Southwest Securities 1997 - 2001
Prime Charter 1994 - 1997
NatWest Securities (National Westminster Bank, now part of Royal Bank of Scotland) 1992 - 1994
Skills
Stock Picking, Financial Modeling, Financial Analysis, Investment Sales, Research, Strategic Analysis, Capital Raising..., Valuation, Due Diligence, Hedge Funds, Equity Valuation, Bloomberg, Venture Capital, Equities, Equity Capital Markets, Investment Banking, Equity Research, Finance, Banking, Securities, Capital Markets, Portfolio Management, Economics, Private Equity, Investments, Mergers & Acquisitions, Alternative Investments, Series 7, IPO, Analysis, Emerging Markets, Asset Management, Leadership, Investment Management, Investor Relations, Trading, Private Placements, Equity Trading, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Stockholm School of Economics 1991 — 1991
MBA exchange student, Business Strategy
Rutgers University-New Brunswick 1985 — 1988
BA, Economics
Emerson High School 1977 — 1983
High School, General Studies
Barrington Research Associates, Inc. 2015 - Present
CFA Society of South Florida 2015 - Present
Noble Financial Capital Markets 2006 - 2015
Sterling Financial 2003 - 2005
U.S. Global Investors January 2002 - December 2003
Southwest Securities 1997 - 2001
Prime Charter 1994 - 1997
NatWest Securities (National Westminster Bank, now part of Royal Bank of Scotland) 1992 - 1994
Skills
Stock Picking, Financial Modeling, Financial Analysis, Investment Sales, Research, Strategic Analysis, Capital Raising..., Valuation, Due Diligence, Hedge Funds, Equity Valuation, Bloomberg, Venture Capital, Equities, Equity Capital Markets, Investment Banking, Equity Research, Finance, Banking, Securities, Capital Markets, Portfolio Management, Economics, Private Equity, Investments, Mergers & Acquisitions, Alternative Investments, Series 7, IPO, Analysis, Emerging Markets, Asset Management, Leadership, Investment Management, Investor Relations, Trading, Private Placements, Equity Trading, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Stockholm School of Economics 1991 — 1991
MBA exchange student, Business Strategy
Rutgers University-New Brunswick 1985 — 1988
BA, Economics
Emerson High School 1977 — 1983
High School, General Studies
Elizabeth Wymer's U.S. Global Investors Experience January 2008 - November 2008
Job LSSP, LPCI
Industry Primary/Secondary Education
Experience
Cluster XII Special Education Cooperative August 2014 - Present
Alamo Heights ISD June 2012 - May 2014
U.S. Global Investors January 2008 - November 2008
Sterling Publishing 2002 - 2006
American Museum of Natural History 1999 - 2000
Random House 1996 - 2000
Skills
Editing, Books, Teaching, Social Media, Public Speaking, Adobe Creative Suite, Research, Nonprofits, Publications, Blogging, Creative Writing, Newsletters, Copy Editing, Social Networking, Community Outreach
Education
Our Lady of the Lake University 2009 — 2012
Master's degree, School Psychology
Columbia University in the City of New York 2002 — 2004
Certificate, Conservation Biology
The University of Texas at Austin 1987 — 1992
BA English, English
Incarnate Word H.S. 1983 — 1986
High school diploma
Cluster XII Special Education Cooperative August 2014 - Present
Alamo Heights ISD June 2012 - May 2014
U.S. Global Investors January 2008 - November 2008
Sterling Publishing 2002 - 2006
American Museum of Natural History 1999 - 2000
Random House 1996 - 2000
Skills
Editing, Books, Teaching, Social Media, Public Speaking, Adobe Creative Suite, Research, Nonprofits, Publications, Blogging, Creative Writing, Newsletters, Copy Editing, Social Networking, Community Outreach
Education
Our Lady of the Lake University 2009 — 2012
Master's degree, School Psychology
Columbia University in the City of New York 2002 — 2004
Certificate, Conservation Biology
The University of Texas at Austin 1987 — 1992
BA English, English
Incarnate Word H.S. 1983 — 1986
High school diploma
Teresa Walters's U.S. Global Investors Experience October 1986 - September 1996
Job Vice President at Amundi Smith Breeden
Industry Financial Services
Experience
Amundi Smith Breeden June 1999 - Present
Vanderbilt University Medical Center May 1998 - May 1999
CPS Energy December 1996 - October 1997
U.S. Global Investors October 1986 - September 1996
PwC September 1985 - October 1986
Skills
CPA, Chartered Financial..., Accounting, Financial Analysis, Mutual Funds, Fixed Income, CMBS, Bloomberg, Microsoft Excel, Investment Management, Portfolio Management, Structured Products, MBS, Investments, Derivatives, Hedge Funds, Capital Markets, Trading, ABS, Corporate Finance, Treasurers, SEC Financial Reporting
Education
The University of Texas at San Antonio 1981 — 1985
BBA, Accounting
Amundi Smith Breeden June 1999 - Present
Vanderbilt University Medical Center May 1998 - May 1999
CPS Energy December 1996 - October 1997
U.S. Global Investors October 1986 - September 1996
PwC September 1985 - October 1986
Skills
CPA, Chartered Financial..., Accounting, Financial Analysis, Mutual Funds, Fixed Income, CMBS, Bloomberg, Microsoft Excel, Investment Management, Portfolio Management, Structured Products, MBS, Investments, Derivatives, Hedge Funds, Capital Markets, Trading, ABS, Corporate Finance, Treasurers, SEC Financial Reporting
Education
The University of Texas at San Antonio 1981 — 1985
BBA, Accounting
Oscar Nelson's U.S. Global Investors Experience February 2004 - November 2008
Job Independent Trader/Job Seeker
Industry Financial Services
Experience
Self-Employed January 2009 - Present
U.S. Global Investors February 2004 - November 2008
El Paso Merchant Energy June 2000 - September 2002
Skills
Stock Trading, Options Strategies, Financial Analysis, Financial Accounting, Global Macro, Relationship Development, Stock Picking, Trading Strategies
Education
University of Oklahoma - Price College of Business 1998 — 2000
MBA, Finance
Texas A&M University 1992 — 1996
BS, Industrial Distribution, Dwight Look College of Engineering
Self-Employed January 2009 - Present
U.S. Global Investors February 2004 - November 2008
El Paso Merchant Energy June 2000 - September 2002
Skills
Stock Trading, Options Strategies, Financial Analysis, Financial Accounting, Global Macro, Relationship Development, Stock Picking, Trading Strategies
Education
University of Oklahoma - Price College of Business 1998 — 2000
MBA, Finance
Texas A&M University 1992 — 1996
BS, Industrial Distribution, Dwight Look College of Engineering
Rose Ann Hauser's U.S. Global Investors Experience October 2012 - Present
Job Experienced Portfolio Account, Corporate Trainer and Administrative Support
Industry Accounting
Experience
U.S. Global Investors October 2012 - Present
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
Community Bible Church Northwest June 2007 - September 2012
AllianceBernstein July 2010 - June 2011
Texas Comptroller of Public Accounts March 2009 - July 2010
Capital Group Companies November 2005 - March 2009
Capital Group December 1999 - October 2005
Skills
Accounting, Process Improvement, Training, Public Speaking, Account Reconciliation, System Administration, Financial Reporting, Leadership, Customer Service, Internal Controls, Financial Statements, Social Media, Nonprofits, Event Planning, General Ledger, Management, Strategic Planning, Financial Analysis, Budgets, Accounts Payable, Microsoft Excel, Auditing, Access
Education
Northwestern State University 1981 — 1986
Associate, Accounting
U.S. Global Investors October 2012 - Present
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
SWBC Mortgage 2014 - 2015
Community Bible Church Northwest June 2007 - September 2012
AllianceBernstein July 2010 - June 2011
Texas Comptroller of Public Accounts March 2009 - July 2010
Capital Group Companies November 2005 - March 2009
Capital Group December 1999 - October 2005
Skills
Accounting, Process Improvement, Training, Public Speaking, Account Reconciliation, System Administration, Financial Reporting, Leadership, Customer Service, Internal Controls, Financial Statements, Social Media, Nonprofits, Event Planning, General Ledger, Management, Strategic Planning, Financial Analysis, Budgets, Accounts Payable, Microsoft Excel, Auditing, Access
Education
Northwestern State University 1981 — 1986
Associate, Accounting
Jackson Julson's U.S. Global Investors Experience 1999 - 2002
Job Correspondent Banking
Industry Financial Services
Experience
Frost Bank September 2011 - Present
The University of Texas at San Antonio August 2009 - May 2011
San Antonio National Bank April 2008 - January 2009
Praxair 2003 - 2008
U.S. Global Investors 1999 - 2002
Education
The University of Texas at San Antonio 2009 — 2011
MBA, Finance Concentration
Georgetown College 1998 — 1999
BA, Communications, Business
University of Cincinnati 1993 — 1997
Business
Frost Bank September 2011 - Present
The University of Texas at San Antonio August 2009 - May 2011
San Antonio National Bank April 2008 - January 2009
Praxair 2003 - 2008
U.S. Global Investors 1999 - 2002
Education
The University of Texas at San Antonio 2009 — 2011
MBA, Finance Concentration
Georgetown College 1998 — 1999
BA, Communications, Business
University of Cincinnati 1993 — 1997
Business
David Coolbaugh's U.S. Global Investors Experience July 2010 - September 2012
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA March 2014 - Present
USAA March 2013 - February 2014
U.S. Global Investors July 2010 - September 2012
American Funds Distributors August 1990 - June 2009
American Funds August 1990 - June 2009
Skills
Series 63, Mutual Funds, Alternative Investments, Key Account Management, Series 26, Sales Management, Call Center Management, Fusion Training, Wholesale Sales, Sales Presentations, Series 7, series 66, Life & Health Insurance..., Accredited Asset..., Asset Allocation, Asset Management, FINRA, Financial Advisory, Financial Services, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities
Education
State University of New York at Binghamton
Bachelor of Science (BS), Business Management
USAA March 2014 - Present
USAA March 2013 - February 2014
U.S. Global Investors July 2010 - September 2012
American Funds Distributors August 1990 - June 2009
American Funds August 1990 - June 2009
Skills
Series 63, Mutual Funds, Alternative Investments, Key Account Management, Series 26, Sales Management, Call Center Management, Fusion Training, Wholesale Sales, Sales Presentations, Series 7, series 66, Life & Health Insurance..., Accredited Asset..., Asset Allocation, Asset Management, FINRA, Financial Advisory, Financial Services, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities
Education
State University of New York at Binghamton
Bachelor of Science (BS), Business Management
Chris Wammack's U.S. Global Investors Experience 1993 - 1998
Job Senior Manager at Capital Group
Industry Financial Services
Experience
Capital Group May 2004 - Present
U.S. Global Investors 1993 - 1998
Education
University of Arkansas at Little Rock 1987 — 1992
Capital Group May 2004 - Present
U.S. Global Investors 1993 - 1998
Education
University of Arkansas at Little Rock 1987 — 1992
Jason Sands's U.S. Global Investors Experience 1998 - 2000
Job Independent Aviation & Aerospace Professional
Industry Aviation & Aerospace
Experience
American Flyers February 2006 - July 2009
HEALTH BY DESIGN 2002 - 2004
U.S. Global Investors 1998 - 2000
Education
Embry-Riddle Aeronautical University 2004 — 2005
MBA, Aviation
Pan Am International Flight Academy 2001 — 2002
Commercial Pilot Certification
Southern Methodist University 1992 — 1997
BA, Public Relations / History
American Flyers February 2006 - July 2009
HEALTH BY DESIGN 2002 - 2004
U.S. Global Investors 1998 - 2000
Education
Embry-Riddle Aeronautical University 2004 — 2005
MBA, Aviation
Pan Am International Flight Academy 2001 — 2002
Commercial Pilot Certification
Southern Methodist University 1992 — 1997
BA, Public Relations / History
Eric Kline's U.S. Global Investors Experience June 2009 - August 2009
Job Financial Management Program (FMP) at GE Power & Water
Industry Oil & Energy
Experience
GE Power & Water December 2014 - Present
Texas Drilling Company June 2014 - August 2014
EDF Trading June 2013 - August 2013
Fuel Exchange LLC June 2012 - August 2012
U.S. Global Investors June 2009 - August 2009
Skills
Project Management, Energy, Gas, Project Planning, Change Management, Customer Service, Commodity, Public Speaking, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science in Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Accounting and Finance
GE Power & Water December 2014 - Present
Texas Drilling Company June 2014 - August 2014
EDF Trading June 2013 - August 2013
Fuel Exchange LLC June 2012 - August 2012
U.S. Global Investors June 2009 - August 2009
Skills
Project Management, Energy, Gas, Project Planning, Change Management, Customer Service, Commodity, Public Speaking, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science in Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Accounting and Finance
Sheila Hotchkin's U.S. Global Investors Experience March 2007 - November 2008
Job Assistant Director for Administration at the Center for Medical Humanities & Ethics, UT Health Science Center
Industry Program Development
Experience
Center for Medical Humanities & Ethics, The University of Texas Health Science Center at San Antonio March 2014 - Present
The University of Texas Health Science Center at San Antonio November 2008 - March 2014
U.S. Global Investors March 2007 - November 2008
San Antonio Express-News January 2004 - November 2006
The Associated Press June 1999 - December 2003
Skills
Journalism, News Writing, Newspaper, Editing, Copy Editing, Newsletters, Photography, Storytelling, Feature Articles, Marketing Communications, Publications, Press Releases, Web Content, Newspapers, Public Relations, Media Relations, AP Style, New Media, Crisis Communications, Copywriting
Education
The University of Texas at San Antonio 2015 — 2017
Master of Business Administration (M.B.A.)
University of Maryland College Park 1995 — 1999
B.A., Journalism
Center for Medical Humanities & Ethics, The University of Texas Health Science Center at San Antonio March 2014 - Present
The University of Texas Health Science Center at San Antonio November 2008 - March 2014
U.S. Global Investors March 2007 - November 2008
San Antonio Express-News January 2004 - November 2006
The Associated Press June 1999 - December 2003
Skills
Journalism, News Writing, Newspaper, Editing, Copy Editing, Newsletters, Photography, Storytelling, Feature Articles, Marketing Communications, Publications, Press Releases, Web Content, Newspapers, Public Relations, Media Relations, AP Style, New Media, Crisis Communications, Copywriting
Education
The University of Texas at San Antonio 2015 — 2017
Master of Business Administration (M.B.A.)
University of Maryland College Park 1995 — 1999
B.A., Journalism
Bridgette Leopold's U.S. Global Investors Experience June 2006 - February 2012
Job CPA
Industry Financial Services
Experience
U.S. Global Investors June 2006 - February 2012
Frost Bank June 1999 - June 2006
Border Federal Credit Union 1994 - 1999
Skills
Internal Controls, Process Improvement, Accruals, Cash Management, General Ledger, Accounting, Financial Analysis, Auditing, GAAP, Internal Audit, Finance, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Payroll, Financial Accounting, Financial Modeling, Financial Statements, Account Reconciliation, Bank Reconciliation, Banking, CPA, Fixed Assets
Education
The University of Texas at San Antonio 2000 — 2002
Bachelor, Accounting/Business
U.S. Global Investors June 2006 - February 2012
Frost Bank June 1999 - June 2006
Border Federal Credit Union 1994 - 1999
Skills
Internal Controls, Process Improvement, Accruals, Cash Management, General Ledger, Accounting, Financial Analysis, Auditing, GAAP, Internal Audit, Finance, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Payroll, Financial Accounting, Financial Modeling, Financial Statements, Account Reconciliation, Bank Reconciliation, Banking, CPA, Fixed Assets
Education
The University of Texas at San Antonio 2000 — 2002
Bachelor, Accounting/Business
Rafael Ramirez's U.S. Global Investors Experience January 2009 - March 2010
Job Venture Capital and Private Equity
Industry Investment Management
Experience
Allianz Capital Partners July 2015 - Present
UTIMCO June 2013 - June 2015
San Antonio Fire and Police Pension Fund April 2011 - June 2013
North American Development Bank September 2010 - April 2011
U.S. Global Investors January 2009 - March 2010
Merrill Lynch May 2008 - August 2008
Skills
Private Equity, Equities, Hedge Funds, Investments, Asset Allocation, Financial Modeling, Risk Management, Investment Strategies, Investment Management, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Venture Capital, Emerging Markets, Equity Research, Microsoft Excel, Asset Management, Bloomberg, PowerPoint, Bloomberg Terminal, Fund Of Funds, Investment Policy, Economics
Education
The University of Texas at San Antonio 2005 — 2009
Bachelors of Business Administration, Finance
Allianz Capital Partners July 2015 - Present
UTIMCO June 2013 - June 2015
San Antonio Fire and Police Pension Fund April 2011 - June 2013
North American Development Bank September 2010 - April 2011
U.S. Global Investors January 2009 - March 2010
Merrill Lynch May 2008 - August 2008
Skills
Private Equity, Equities, Hedge Funds, Investments, Asset Allocation, Financial Modeling, Risk Management, Investment Strategies, Investment Management, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Venture Capital, Emerging Markets, Equity Research, Microsoft Excel, Asset Management, Bloomberg, PowerPoint, Bloomberg Terminal, Fund Of Funds, Investment Policy, Economics
Education
The University of Texas at San Antonio 2005 — 2009
Bachelors of Business Administration, Finance
James Michals's U.S. Global Investors Experience June 2014 - Present
Job Multimedia Developer at The Richards Group
Industry Marketing and Advertising
Experience
US Global Investors June 2014 - Present
The Richards Group May 2013 - February 2014
RAPP April 2011 - May 2013
Rapp Collins Worldwide April 2010 - April 2011
G3 Music Publishing April 2009 - April 2010
Skills
Integrated Marketing, Digital Strategy, Digital Marketing, Digital Media, Media Planning, Email Marketing, Advertising, New Media, Online Advertising, Social Media Marketing, Social Media, Information Architecture, Illustrator, Mac, Creative Strategy, Interactive Advertising, Interactive Marketing, Multimedia, Adobe Creative Suite, Graphic Design, Web Design, InDesign, WordPress
Education
Tarrant County College
UNT
US Global Investors June 2014 - Present
The Richards Group May 2013 - February 2014
RAPP April 2011 - May 2013
Rapp Collins Worldwide April 2010 - April 2011
G3 Music Publishing April 2009 - April 2010
Skills
Integrated Marketing, Digital Strategy, Digital Marketing, Digital Media, Media Planning, Email Marketing, Advertising, New Media, Online Advertising, Social Media Marketing, Social Media, Information Architecture, Illustrator, Mac, Creative Strategy, Interactive Advertising, Interactive Marketing, Multimedia, Adobe Creative Suite, Graphic Design, Web Design, InDesign, WordPress
Education
Tarrant County College
UNT
Eric Farr's U.S. Global Investors Experience December 1980 - July 1997
Job Computer Software Professional
Industry Computer Software
Experience
UDP, Inc July 1997 - Present
US Global Investors December 1980 - July 1997
USAA April 1974 - December 1980
Skills
SQL, C#, COBOL, PL/SQL, .NET, Requirements Analysis, Functional..., Teaching, Software Consulting, PL/1, Software Design
Education
Fort Lauderdale University 1968 — 1970
Bachelor of Science (BS), Computer Systems Analysis
The College of Westchester 1965 — 1967
Diploma, Advanced Accounting and Automation
UDP, Inc July 1997 - Present
US Global Investors December 1980 - July 1997
USAA April 1974 - December 1980
Skills
SQL, C#, COBOL, PL/SQL, .NET, Requirements Analysis, Functional..., Teaching, Software Consulting, PL/1, Software Design
Education
Fort Lauderdale University 1968 — 1970
Bachelor of Science (BS), Computer Systems Analysis
The College of Westchester 1965 — 1967
Diploma, Advanced Accounting and Automation
Gretchen Goetz's U.S. Global Investors Experience July 1998 - April 2001
Job Protocol Operations Manager at SWOG Leading cancer research. Together.
Industry Research
Experience
SWOG - Leading cancer research. Together. March 2015 - Present
WellMed Medical Management January 2011 - March 2015
SWOG - Leading cancer research. Together. March 2002 - January 2011
UTHSCSA May 2001 - March 2002
U.S. Global Investors July 1998 - April 2001
Texas Network of Youth Services October 1997 - May 1998
Association of Texas Professional Educators September 1995 - May 1997
Education
Brown University 1991 — 1995
B.A., Educational Studies
The University of Texas at San Antonio 2008 — 2010
M.B.A., Business
SWOG - Leading cancer research. Together. March 2015 - Present
WellMed Medical Management January 2011 - March 2015
SWOG - Leading cancer research. Together. March 2002 - January 2011
UTHSCSA May 2001 - March 2002
U.S. Global Investors July 1998 - April 2001
Texas Network of Youth Services October 1997 - May 1998
Association of Texas Professional Educators September 1995 - May 1997
Education
Brown University 1991 — 1995
B.A., Educational Studies
The University of Texas at San Antonio 2008 — 2010
M.B.A., Business
Alexander Bathie's U.S. Global Investors Experience June 2015 - Present
Job Intern at U.S. Global Investors
Industry
Experience
U.S. Global Investors June 2015 - Present
Bitterblue, Inc./Denton Communities June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
The University of Georgia 2012 — 2016
B.B.A. Marketing
U.S. Global Investors June 2015 - Present
Bitterblue, Inc./Denton Communities June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
The University of Georgia 2012 — 2016
B.B.A. Marketing
Kevin Trevor-Wilson's U.S. Global Investors Experience June 2012 - Present
Job Institutional Sales at US Global Investors
Industry Financial Services
Experience
US Global Investors June 2012 - Present
American Funds January 2007 - June 2011
AllianceBernstein July 2000 - October 2006
Skills
Series 7 licensed. Over...
Education
Texas Wesleyan University 1980 — 1984
BBA, Business Administration and Management, General
US Global Investors June 2012 - Present
American Funds January 2007 - June 2011
AllianceBernstein July 2000 - October 2006
Skills
Series 7 licensed. Over...
Education
Texas Wesleyan University 1980 — 1984
BBA, Business Administration and Management, General
Darin Teague's U.S. Global Investors Experience June 2003 - February 2004
Job Registered Representative at The Tidal Group
Industry Investment Management
Experience
The Tidal Group February 2010 - Present
American Funds February 2004 - February 2010
U.S. Global Investors June 2003 - February 2004
Edward Jones January 2001 - October 2001
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Managment, 529 Plans, Equities, Portfolio Management
Education
Texas State University-San Marcos 1998 — 2000
BBA, Management
The Tidal Group February 2010 - Present
American Funds February 2004 - February 2010
U.S. Global Investors June 2003 - February 2004
Edward Jones January 2001 - October 2001
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Managment, 529 Plans, Equities, Portfolio Management
Education
Texas State University-San Marcos 1998 — 2000
BBA, Management
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group