Waterview Advisors
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Waterview Advisors Employees
Navigant Consulting January 2015 - Present
Willamette Management Associates June 2013 - December 2014
Waterview Advisors February 2012 - June 2013
ADP May 2007 - July 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Capital IQ, Valuation Modeling, Corporate Finance, Business Analysis, Private Equity, Entrepreneurship
Education
Baylor University - Hankamer School of Business
Bachelor's of Business Administration, Entrepreneurship
The University of Texas at Dallas - School of Management
Master's of Science, Finance
University of North Texas
Bachelor's of Business Administration, Finance
CBIZ Valuation Group August 2014 - Present
Waterview Advisors June 2013 - August 2014
Schultz-Rosenberg Campus April 2011 - June 2013
First Southwest Company February 2008 - May 2009
Citigroup Global Markets June 2000 - February 2008
Ernst & Young November 1998 - June 2000
Pioneer Natural Resources Company May 1998 - November 1998
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Mergers, Banking, Financial Structuring, Strategic Financial..., Risk Management, Finance, Business Valuation, Series 7, M&A experience, Investor Relations, Variance Analysis
Education
Southern Methodist University 2007 — 2009
M.B.A., Finance
Angelo State University 1996 — 1998
B.B.A., Accounting
West Texas A&M University 1989 — 1991
Waterview Advisors June 2003 - Present
Citigroup Capital Strategies 1995 - 2003
Arthur Andersen & Co. 1985 - 1994
Skills
Mergers & Acquistiions, Business Valuation, Capital Markets, Investment Banking, Corporate Finance, Valuation, Mergers, Private Equity, Investments, Financial Analysis, Financial Modeling, Finance, Mergers & Acquisitions, Venture Capital, Corporate Development, Due Diligence, DCF, Private Placements, Entrepreneurship, IPO, Management
Education
Baylor University - Hankamer School of Business 1981 — 1985
BBA, Finance and Economics
Transition Capital Partners May 2013 - January 2015
Waterview Advisors June 2011 - May 2013
Neuberger Berman October 2010 - May 2011
Wells Fargo October 2006 - July 2009
Skills
Financial Analysis, Private Equity, Strategy, Mergers & Acquisitions, Valuation, Investment Banking, Investments, Corporate Finance, Business Valuation, Structured Finance, Leveraged Finance, Due Diligence, Executive Management, Equities, Entrepreneurship
Education
University of North Texas
BBA, Finance
BlackSwan Investment Partners August 2013 - Present
Marcus & Millichap January 2013 - August 2013
Waterview Advisors August 2012 - December 2012
Marcus & Millichap September 2011 - July 2012
Skills
Financial Analysis, Real Estate Economics, Microsoft Office, Financial Statement..., Financial Modeling, Analysis, Accounting, Leadership, Commercial Real Estate, Real Estate
Education
University of North Texas 2011 — 2013
MBA, Finance
Texas A&M University 2007 — 2011
BBA, Finance
Houlihan Lokey January 2015 - Present
CBIZ Valuation Group, LLC September 2012 - December 2014
Waterview Advisors May 2008 - August 2012
Running Rainbow Floral Supply, LLC 2004 - 2008
Southwest Securities 2000 - 2002
Citigroup Geneva Capital Strategies 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Certified Valuation..., Securities, Financial Modeling, Equities, Financial Analysis, M&A experience, Corporate Finance, Valuation, Business Valuation, Investment Banking, Due Diligence, Private Equity, Mergers, Investments, Bloomberg, Series 7, Capital Markets, Finance, DCF, IPO, Corporate Development, Financial Structuring, Alternative Investments, Divestitures, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
AKA Search LLC 2007 - Present
Rockwell Group 2003 - 2006
Waterview Advisors 1999 - 2003
Deloitte Consulting 1994 - 1997
Education
Harvard Business School 1997 — 1999
MBA
Dartmouth College 1990 — 1994
BA
Waterview Advisors February 2014 - Present
BBVA Compass Middle Market Commercial Banking August 2011 - January 2014
Nextband Capital Partners June 2006 - August 2011
RBC May 2005 - June 2006
Skills
Mergers & Acquisitions, Management Consulting, Private Equity, Investments, Venture Capital, Financial Analysis, Financial Modeling, Microsoft Office, Strategic Planning, Business Strategy, Valuation, Corporate Finance, Due Diligence, Portfolio Management, Leadership, Strategic Financial..., Start-ups, Investment Banking
Education
Southern Methodist University - Cox School of Business 2001 — 2005
BBA Finance; BA Economics; Minor Chinese
Waterview Advisors Managing Director at Citi Capital StrategiesCiti1998 - 2008
Education
Baylor University School of Law 1994 — 1997
JD, Law
The University of Texas at San Antonio 1993 — 1994
MPA, Accounting - Taxation
University of Mary Hardin-Baylor 1990 — 1993
BBA, Finance & Accounting
Galderma July 2014 - Present
Alcon Laboratories, Inc. February 2012 - July 2014
Alcon Laboratories, Inc. January 2010 - February 2012
Alcon Laboratories, Inc. April 2008 - January 2010
Waterview Advisors 2006 - April 2008
Education
Southern Methodist University 2010 — 2012
MBA, Strategy
University of North Texas 2003 — 2006
BBA, Finance
Waterview Advisors November 2012 - Present
Suzy Black Insurance Agency March 2012 - September 2012
Grand Prairie ISD July 2006 - May 2009
Skills
Educational Technology, Teachers, E-Learning, Higher Education, ESL, Public Speaking, Training, Educational Leadership, Coaching, Project Planning, Team Building, Program Development, Teacher Training, PowerPoint, Leadership Development, Program Management, Community Outreach, Leadership, Research, Microsoft Office
Education
The University of Texas at Arlington 2005 — 2006
Graduate Teaching Certification, Secondary Social Studies
Wichita State University 1984 — 1989
Bachelors of Arts, Political Science
Wichita Southeast High School 1981 — 1984
Waterview Advisors April 2007 - Present
Corporate Relocation March 2006 - December 2007
A.C.I. August 2003 - March 2006
Citigroup / Smith Barney August 1988 - March 2003
Skills
Investment Banking, Mergers & Acquisitions, Finance, Securities, Series 7, Executive Management, Management, FINRA, Valuation, Business Valuation, Private Equity, Corporate Finance, Financial Modeling, Capital Markets, Due Diligence
Education
University of California, Berkeley 1984 — 1988
MBA, Finance
University of California, Berkeley 1979 — 1983
BS, Engineering
ClubCorp October 2013 - Present
BDO Valuation Advisors, LLC February 2012 - October 2013
Lone Star Investment Advisors January 2013 - June 2013
Waterview Advisors July 2008 - February 2012
Education
Southern Methodist University 2011 — 2013
MBA, Finance, Real Estate
Texas A&M University 2002 — 2007
BBA, Finance
Marathon Petroleum Corporation September 2014 - Present
Marathon Petroleum Corporation April 2012 - September 2014
Societe Generale Corporate & Investment Banking April 2011 - December 2011
Waterview Advisors 2006 - 2011
Morgan Stanley Smith Barney 2005 - 2005
Self Employed June 2001 - August 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Commodity, Corporate Finance, Investment Banking
Education
The University of New Mexico - Robert O. Anderson School of Management
MBA, Finance
The University of New Mexico
BA, Economics
The University of Texas at Austin
Economics