Wentwood Capital Advisors, LP
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Wentwood Capital Advisors, LP Employees
Employee
Years
Job
Industry
Adam Lancaster Adam Lancaster's Wentwood Capital Advisors, LP Experience June 2012 - June 2014
Job Investment Banking Analyst at Performance Trust Capital Partners
Industry Financial Services
Experience
Performance Trust Capital Partners June 2014 - Present
Wentwood Capital Advisors, LP June 2012 - June 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Due Diligence, Financial Statement..., Asset Managment, Investments, Financial Reporting, Credit Analysis, Cash Flow, LIHTC, Underwriting, Portfolio Management, Real Estate, Disposition, Forecasting, Real Estate Transactions, Real Estate Development, Budgets, Mergers & Acquisitions
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Investment Banking
Performance Trust Capital Partners June 2014 - Present
Wentwood Capital Advisors, LP June 2012 - June 2014
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate Economics, Due Diligence, Financial Statement..., Asset Managment, Investments, Financial Reporting, Credit Analysis, Cash Flow, LIHTC, Underwriting, Portfolio Management, Real Estate, Disposition, Forecasting, Real Estate Transactions, Real Estate Development, Budgets, Mergers & Acquisitions
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (B.B.A.), Investment Banking
Kara Reynolds Kara Reynolds's Wentwood Capital Advisors, LP Experience May 2014 - Present
Job Senior Financial Analyst at Wentwood Capital Advisors, LP
Industry Real Estate
Experience
Wentwood Capital Advisors, LP May 2014 - Present
Baker Tilly Virchow Krause, LLP August 2013 - May 2014
Wentwood Capital Advisors, LP November 2009 - July 2013
Marcus & Millichap July 2008 - August 2009
Skills
Real Estate Economics, Valuation, Disposition, LIHTC, Financial Modeling, Real Estate, Asset Managment, Real Estate Development, Due Diligence, Real Estate Transactions, Investments, Financial Analysis, Market Analysis, Market Research, Underwriting, Analysis, Cash Flow, Microsoft Excel, Affordable Housing, Asset Management, Commercial Real Estate, Portfolio Management
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Real Estate
Wentwood Capital Advisors, LP May 2014 - Present
Baker Tilly Virchow Krause, LLP August 2013 - May 2014
Wentwood Capital Advisors, LP November 2009 - July 2013
Marcus & Millichap July 2008 - August 2009
Skills
Real Estate Economics, Valuation, Disposition, LIHTC, Financial Modeling, Real Estate, Asset Managment, Real Estate Development, Due Diligence, Real Estate Transactions, Investments, Financial Analysis, Market Analysis, Market Research, Underwriting, Analysis, Cash Flow, Microsoft Excel, Affordable Housing, Asset Management, Commercial Real Estate, Portfolio Management
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, Real Estate
Debolina Bose Debolina Bose's Wentwood Capital Advisors, LP Experience January 2007 - July 2011
Job Finance Lead Global Quality & Operations Finance at HID Global
Industry Security and Investigations
Experience
HID Global July 2015 - Present
Applied Materials March 2014 - June 2015
Applied Materials July 2011 - January 2013
Wentwood Capital Advisors, LP January 2007 - July 2011
Centre for Studies in Social Sciences, India 2001 - 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Market Analysis, Financial Reporting, Budget Forecasts, Variance Analysis, Process Improvement, Problem Solving, Quarterly Reporting, Month End Close, Account Reconciliation, Corporate Finance, Financial Audits, Cross Functional Team..., Portfolio Management, Investments, Microsoft Excel, Microsoft Office, Accounting, SAP, Oracle, Valuation, Asset Managment, Finance, Analysis, Internal Controls, Financial Planning
Education
St. Edward's University 2003 — 2006
MBA, Finance
Sambalpur University 1998 — 2000
Masters, Economics
HID Global July 2015 - Present
Applied Materials March 2014 - June 2015
Applied Materials July 2011 - January 2013
Wentwood Capital Advisors, LP January 2007 - July 2011
Centre for Studies in Social Sciences, India 2001 - 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Market Analysis, Financial Reporting, Budget Forecasts, Variance Analysis, Process Improvement, Problem Solving, Quarterly Reporting, Month End Close, Account Reconciliation, Corporate Finance, Financial Audits, Cross Functional Team..., Portfolio Management, Investments, Microsoft Excel, Microsoft Office, Accounting, SAP, Oracle, Valuation, Asset Managment, Finance, Analysis, Internal Controls, Financial Planning
Education
St. Edward's University 2003 — 2006
MBA, Finance
Sambalpur University 1998 — 2000
Masters, Economics
Steven Bacino Steven Bacino's Wentwood Capital Advisors, LP Experience March 2008 - May 2012
Job Acquisitions Analyst at Summit Hotel Properties
Industry Real Estate
Experience
Summit Hotel Properties, Inc. September 2012 - Present
Wentwood Capital Advisors, LP March 2008 - May 2012
Siena Pacific, LLC August 2006 - February 2008
Pacifica Companies June 2006 - July 2006
Skills
Financial Modeling, Financial Analysis, Problem Solving, Asset Acquisition, Valuation, Asset Management, Dispositions, Underwriting, Due Diligence, Budgeting, Real Estate Finance, Excel, Real Estate, Real Estate Transactions, Financial Reporting, Networking, Asset Managment, Real Estate Economics, Microsoft Excel, Asset, Disposition, Strategy, Budgets, Real Estate Development, Market Analysis, Investments, Finance, Portfolio Management, Corporate Finance, Property Management, Acquisitions, Leases, Commercial Real Estate, Mergers & Acquisitions, Location Intelligence, Contract Negotiation, Investment Properties
Education
Texas A&M University 2002 — 2006
B.S., Business and Technology Management
University of San Diego 2006 — 2007
Real Estate Finance, Investments and Development
Summit Hotel Properties, Inc. September 2012 - Present
Wentwood Capital Advisors, LP March 2008 - May 2012
Siena Pacific, LLC August 2006 - February 2008
Pacifica Companies June 2006 - July 2006
Skills
Financial Modeling, Financial Analysis, Problem Solving, Asset Acquisition, Valuation, Asset Management, Dispositions, Underwriting, Due Diligence, Budgeting, Real Estate Finance, Excel, Real Estate, Real Estate Transactions, Financial Reporting, Networking, Asset Managment, Real Estate Economics, Microsoft Excel, Asset, Disposition, Strategy, Budgets, Real Estate Development, Market Analysis, Investments, Finance, Portfolio Management, Corporate Finance, Property Management, Acquisitions, Leases, Commercial Real Estate, Mergers & Acquisitions, Location Intelligence, Contract Negotiation, Investment Properties
Education
Texas A&M University 2002 — 2006
B.S., Business and Technology Management
University of San Diego 2006 — 2007
Real Estate Finance, Investments and Development
Megha Sethi's Wentwood Capital Advisors, LP Experience June 2011 - December 2011
Job Market Analyst & Development Expert | Ready to produce results in Development, Management, Acquisitions & Data Research
Industry Real Estate
Experience
SMITH/Associates April 2012 - October 2014
Wentwood Capital Advisors, LP June 2011 - December 2011
Texas A&M University August 2009 - May 2011
DMA Associates, LLC June 2010 - August 2010
Texas A&M University August 2009 - May 2010
Design Plus, New Delhi. February 2007 - March 2009
Skills
Real Estate Development, Due Diligence, Real Estate, Analysis, Leases, Feasibility Studies, Commercial Real Estate, Research, Asset Management, AutoCAD, Financial Modeling, Market Research, Market Analysis, Residential Homes, Affordable Housing, Microsoft Office, Project Coordination, Mixed-use, Microsoft Excel, Project Management, Sustainable Design, Sustainability, Real Estate Financing, Investments, Excel, Word, PowerPoint, Cash Flow, Outlook, Management, Property Management, Financial Analysis, Negotiation, Business Development, Finance, Construction, Contract Negotiation, Investment Properties, Strategic Planning
Education
Texas A&M University 2009 — 2011
MSLD, Real Estate & Land Development
Guru Nanak Dev University 2001 — 2006
Bachelor of Architecture, Architecture
Apeejay School 1999 — 2001
11th n 12th, Science
SMITH/Associates April 2012 - October 2014
Wentwood Capital Advisors, LP June 2011 - December 2011
Texas A&M University August 2009 - May 2011
DMA Associates, LLC June 2010 - August 2010
Texas A&M University August 2009 - May 2010
Design Plus, New Delhi. February 2007 - March 2009
Skills
Real Estate Development, Due Diligence, Real Estate, Analysis, Leases, Feasibility Studies, Commercial Real Estate, Research, Asset Management, AutoCAD, Financial Modeling, Market Research, Market Analysis, Residential Homes, Affordable Housing, Microsoft Office, Project Coordination, Mixed-use, Microsoft Excel, Project Management, Sustainable Design, Sustainability, Real Estate Financing, Investments, Excel, Word, PowerPoint, Cash Flow, Outlook, Management, Property Management, Financial Analysis, Negotiation, Business Development, Finance, Construction, Contract Negotiation, Investment Properties, Strategic Planning
Education
Texas A&M University 2009 — 2011
MSLD, Real Estate & Land Development
Guru Nanak Dev University 2001 — 2006
Bachelor of Architecture, Architecture
Apeejay School 1999 — 2001
11th n 12th, Science
Austin Divino Austin Divino's Wentwood Capital Advisors, LP Experience June 2014 - Present
Job Assistant Vice President at Wentwood Capital Advisors, LP
Industry Real Estate
Experience
Wentwood Capital Advisors, LP June 2014 - Present
Diviga, LLC February 2014 - Present
Wentwood Capital Advisors, LP December 2013 - June 2014
Wentwood Capital Advisors, LP June 2011 - December 2013
IJ Aarons CPA February 2010 - May 2011
Heston Tax Company January 2008 - May 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Tax, Real Estate, Capital Structure, Partnerships, Valuation, Property Management, Affordable Housing, Equities, Asset Management, Disposition, Real Estate Economics, Real Estate Transactions, Tax Credits, Due Diligence, LIHTC, Finance, Dispositions, Real Estate Development
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
The University of Edinburgh
Study Abroad, International Business and Law
Wentwood Capital Advisors, LP June 2014 - Present
Diviga, LLC February 2014 - Present
Wentwood Capital Advisors, LP December 2013 - June 2014
Wentwood Capital Advisors, LP June 2011 - December 2013
IJ Aarons CPA February 2010 - May 2011
Heston Tax Company January 2008 - May 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Tax, Real Estate, Capital Structure, Partnerships, Valuation, Property Management, Affordable Housing, Equities, Asset Management, Disposition, Real Estate Economics, Real Estate Transactions, Tax Credits, Due Diligence, LIHTC, Finance, Dispositions, Real Estate Development
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
The University of Edinburgh
Study Abroad, International Business and Law
Jason Parkhill Jason Parkhill's Wentwood Capital Advisors, LP Experience August 2011 - March 2013
Job Data Analyst & PL/SQL Developer at NetSpend
Industry Financial Services
Experience
NetSpend Corporation March 2013 - Present
Wentwood Capital Advisors, LP August 2011 - March 2013
WinnCompanies December 2010 - July 2011
WinnCompanies May 2007 - December 2010
Washington University in St. Louis October 2006 - May 2007
WinnCompanies May 2006 - August 2006
Washington University October 2004 - May 2005
Descartes Therapeutics June 2004 - August 2004
Skills
Financial Analysis, Forecasting, Data Analysis, Real Estate Finance, Analysis, Excel, Microsoft Office, Visio, SQL, Crystal Reports, Microsoft Excel, Budgets, Asset Managment, Budgeting, VBA, Visual Basic, LIHTC, Asset Management, Outlook, Windows, Real Estate Economics, Financial Reporting, Management, Accounting, Cash Flow, Portfolio Management, Finance, Databases, Process Improvement, Access, Project Management
Education
Northeastern University 2008 — 2010
BS, Information Technology
Washington University in St. Louis 2003 — 2007
Biomedical Engineering, Spanish
Winchester High School 1999 — 2003
High School Diploma
NetSpend Corporation March 2013 - Present
Wentwood Capital Advisors, LP August 2011 - March 2013
WinnCompanies December 2010 - July 2011
WinnCompanies May 2007 - December 2010
Washington University in St. Louis October 2006 - May 2007
WinnCompanies May 2006 - August 2006
Washington University October 2004 - May 2005
Descartes Therapeutics June 2004 - August 2004
Skills
Financial Analysis, Forecasting, Data Analysis, Real Estate Finance, Analysis, Excel, Microsoft Office, Visio, SQL, Crystal Reports, Microsoft Excel, Budgets, Asset Managment, Budgeting, VBA, Visual Basic, LIHTC, Asset Management, Outlook, Windows, Real Estate Economics, Financial Reporting, Management, Accounting, Cash Flow, Portfolio Management, Finance, Databases, Process Improvement, Access, Project Management
Education
Northeastern University 2008 — 2010
BS, Information Technology
Washington University in St. Louis 2003 — 2007
Biomedical Engineering, Spanish
Winchester High School 1999 — 2003
High School Diploma
Andrea Osborn Andrea Osborn's Wentwood Capital Advisors, LP Experience May 2004 - Present
Job Assistant & Personal Logistics Manager
Industry Real Estate
Experience
Wentwood Capital Advisors, LP May 2004 - Present
Austin Playhouse 1999 - 2009
Austin Shakespeare Festival 2007 - 2008
Skills
Improvisation, Acting, Microsoft Office, Real Estate Transactions, Stage, Real Estate, Property Management, Theatre, Voice Over, Performing Arts, Creative Writing, Voice Acting, Drama
Education
Texas State University 2007 — 2010
MA, Legal Studies
Webster University 1991 — 1995
BFA, Acting
Wentwood Capital Advisors, LP May 2004 - Present
Austin Playhouse 1999 - 2009
Austin Shakespeare Festival 2007 - 2008
Skills
Improvisation, Acting, Microsoft Office, Real Estate Transactions, Stage, Real Estate, Property Management, Theatre, Voice Over, Performing Arts, Creative Writing, Voice Acting, Drama
Education
Texas State University 2007 — 2010
MA, Legal Studies
Webster University 1991 — 1995
BFA, Acting
Michael Cervenka Michael Cervenka's Wentwood Capital Advisors, LP Experience January 2014 - Present
Job Financial Analyst at Westlake Housing, LP
Industry Financial Services
Experience
Westlake Housing, LP July 2015 - Present
Wentwood Capital Advisors, LP January 2014 - Present
Century Management September 2012 - January 2014
First Commercial Bank May 2012 - September 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Credit Analysis, Banking, Finance, Equities, Investments, Loans, Credit, Fixed Income
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Westlake Housing, LP July 2015 - Present
Wentwood Capital Advisors, LP January 2014 - Present
Century Management September 2012 - January 2014
First Commercial Bank May 2012 - September 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Credit Analysis, Banking, Finance, Equities, Investments, Loans, Credit, Fixed Income
Education
Texas State University-San Marcos 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Suzie Walker Pankonien Suzie Walker Pankonien's Wentwood Capital Advisors, LP Experience May 2011 - Present
Job Fund Analyst
Industry Financial Services
Experience
Wentwood Capital Advisors, LP May 2011 - Present
AngelouEconomics March 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Budgets, Strategic Planning
Education
Macquarie University 2007 — 2008
MA in International Relations and International Communications
Texas Christian University 2002 — 2006
BA in International Communications and Spanish
Wentwood Capital Advisors, LP May 2011 - Present
AngelouEconomics March 2010 - May 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Budgets, Strategic Planning
Education
Macquarie University 2007 — 2008
MA in International Relations and International Communications
Texas Christian University 2002 — 2006
BA in International Communications and Spanish
Alicia Muchow's Wentwood Capital Advisors, LP Experience May 2013 - January 2015
Job Office Administration/HR Support at Wentwood Capital Advisors
Industry Health, Wellness and Fitness
Experience
The Wentwood Companies January 2015 - Present
Shape Up Fitness January 2011 - Present
Wentwood Capital Advisors, LP May 2013 - January 2015
Spa at the Lake March 2011 - May 2013
Skills
Wellness, Fitness, Personal Training, Nutrition, Fitness Training, Wellness Coaching, Wellbeing, Nutritional Counseling, Lifestyle, Organizational..., Task Management
Education
University of Dubuque 2008 — 2010
Bachelor's of Science, Health, Wellness, and Recreation
The Wentwood Companies January 2015 - Present
Shape Up Fitness January 2011 - Present
Wentwood Capital Advisors, LP May 2013 - January 2015
Spa at the Lake March 2011 - May 2013
Skills
Wellness, Fitness, Personal Training, Nutrition, Fitness Training, Wellness Coaching, Wellbeing, Nutritional Counseling, Lifestyle, Organizational..., Task Management
Education
University of Dubuque 2008 — 2010
Bachelor's of Science, Health, Wellness, and Recreation
Shawn Jivani Shawn Jivani's Wentwood Capital Advisors, LP Experience May 2013 - March 2015
Job Revenue Management Analyst at Venterra Realty
Industry Real Estate
Experience
Venterra Realty March 2015 - Present
Wentwood Capital Advisors, LP May 2013 - March 2015
Ocwen Financial Corporation July 2012 - May 2013
John Daugherty Realtors November 2011 - April 2013
Sudhoff Properties January 2011 - October 2011
The Reyna Realty Group October 2009 - December 2010
University of Houston Law Center September 2008 - December 2010
Skills
Real Estate, Strategic Planning, Management, Investments, Real Estate Development, Microsoft Excel, Customer Service, Microsoft Office, Marketing, First Time Home Buyers, Investment Properties, Contract Negotiation, PowerPoint, Sellers, Event Planning, Social Media, Relocation, Negotiation, Sales, Residential Homes, Marketing Strategy, Property Management, Buyer Representation
Education
Texas A&M University-Commerce
Master of Business Administration (M.B.A.), Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance, Accounting, Real Estate
Venterra Realty March 2015 - Present
Wentwood Capital Advisors, LP May 2013 - March 2015
Ocwen Financial Corporation July 2012 - May 2013
John Daugherty Realtors November 2011 - April 2013
Sudhoff Properties January 2011 - October 2011
The Reyna Realty Group October 2009 - December 2010
University of Houston Law Center September 2008 - December 2010
Skills
Real Estate, Strategic Planning, Management, Investments, Real Estate Development, Microsoft Excel, Customer Service, Microsoft Office, Marketing, First Time Home Buyers, Investment Properties, Contract Negotiation, PowerPoint, Sellers, Event Planning, Social Media, Relocation, Negotiation, Sales, Residential Homes, Marketing Strategy, Property Management, Buyer Representation
Education
Texas A&M University-Commerce
Master of Business Administration (M.B.A.), Finance
University of Houston, C.T. Bauer College of Business
BBA, Finance, Accounting, Real Estate
Carson McDaniel's Wentwood Capital Advisors, LP Experience May 2010 - August 2010
Job Associate at Allen Harrison Company
Industry Real Estate
Experience
Allen Harrison Company July 2013 - Present
Integra Realty Resources July 2012 - August 2012
Fidelis Realty Partners May 2012 - July 2012
Apartment Realty Advisors May 2011 - August 2011
Wentwood Capital Advisors, LP May 2010 - August 2010
Skills
Valuation, Real Estate Economics, Microsoft Office, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Investments, Capital IQ, Real Estate Development, Finance, Commercial Real Estate
Education
Texas A&M University 2009 — 2013
Finance, Finance, General
Allen Harrison Company July 2013 - Present
Integra Realty Resources July 2012 - August 2012
Fidelis Realty Partners May 2012 - July 2012
Apartment Realty Advisors May 2011 - August 2011
Wentwood Capital Advisors, LP May 2010 - August 2010
Skills
Valuation, Real Estate Economics, Microsoft Office, Financial Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Investments, Capital IQ, Real Estate Development, Finance, Commercial Real Estate
Education
Texas A&M University 2009 — 2013
Finance, Finance, General
Bryan Burdock Bryan Burdock's Wentwood Capital Advisors, LP Experience July 2013 - May 2014
Job Financial Analyst at SolarWinds
Industry Real Estate
Experience
SolarWinds May 2014 - Present
Wentwood Capital Advisors, LP July 2013 - May 2014
Capstone Real Estate Services, Inc. July 2012 - June 2013
Capstone Real Estate Services, Inc May 2011 - July 2012
Crada International School February 2009 - January 2011
Skills
Financial Analysis, Analysis, Forecasting, Cash Management, Finance, Microsoft Office, Budgets, Anaplan, Financial Reporting, Management, Real Estate, Financial Modeling, Cash Flow, Cash Flow Forecasting, Coupa, Data Analysis, NetSuite, Treasury, Investments, Accounting
Education
Texas State University 2003 — 2008
Business, Finance
SolarWinds May 2014 - Present
Wentwood Capital Advisors, LP July 2013 - May 2014
Capstone Real Estate Services, Inc. July 2012 - June 2013
Capstone Real Estate Services, Inc May 2011 - July 2012
Crada International School February 2009 - January 2011
Skills
Financial Analysis, Analysis, Forecasting, Cash Management, Finance, Microsoft Office, Budgets, Anaplan, Financial Reporting, Management, Real Estate, Financial Modeling, Cash Flow, Cash Flow Forecasting, Coupa, Data Analysis, NetSuite, Treasury, Investments, Accounting
Education
Texas State University 2003 — 2008
Business, Finance
Amy Valdez's Wentwood Capital Advisors, LP Experience November 2009 - November 2011
Job Proposals Manager at INC Research
Industry Real Estate
Experience
INC Research September 2013 - Present
St. Jude Medical February 2012 - September 2013
Wentwood Capital Advisors, LP November 2009 - November 2011
Capstone Real Estate Services, Inc. April 2009 - November 2009
Southwest Housing Compliance Corporation December 2005 - 2008
Texas Mutual July 2002 - February 2005
Skills
Budgets, Subrogation, Real Estate, Financial Analysis, Liability, Analysis, Compliance, Contract Management, Contractual Agreements, Financial Reporting, Reports, Research, Discrepancy Resolution, Federal Government, Claim Investigation, Leadership, Asset Management
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Arts (B.A.), English
INC Research September 2013 - Present
St. Jude Medical February 2012 - September 2013
Wentwood Capital Advisors, LP November 2009 - November 2011
Capstone Real Estate Services, Inc. April 2009 - November 2009
Southwest Housing Compliance Corporation December 2005 - 2008
Texas Mutual July 2002 - February 2005
Skills
Budgets, Subrogation, Real Estate, Financial Analysis, Liability, Analysis, Compliance, Contract Management, Contractual Agreements, Financial Reporting, Reports, Research, Discrepancy Resolution, Federal Government, Claim Investigation, Leadership, Asset Management
Education
The University of Texas at Austin 1996 — 2001
Bachelor of Arts (B.A.), English
Stephen M. Aarons's Wentwood Capital Advisors, LP Experience 2009 - August 2011
Job Of Counsel Associate at J.R. Morgan LLP
Industry Law Practice
Experience
J.R. Morgan LLP April 2015 - Present
One West Bank January 2015 - March 2015
Graffagnini, L.C. August 2014 - October 2014
Provosty & Gankendorff LLC January 2014 - May 2014
San Antonio Spurs June 2013 - May 2014
New Orleans Pelicans October 2013 - April 2014
Advantage Capital Partners July 2013 - April 2014
New Orleans Saints September 2013 - January 2014
Provosty & Gankendorff LLC May 2013 - June 2013
Wentwood Capital Advisors, LP 2009 - August 2011
Skills
Legal Research, Financial Analysis, Due Diligence, Legal Writing, Finance, Real Estate, Westlaw, Financial Modeling, Microsoft Office, Public Speaking, Valuation, Credit Analysis, MS Office Suite, Strategic Financial..., Negotiation, Legal Documents, Legal Issues, Investments, Mediation, Underwriting, Financial Reporting, Tax Accounting, Internal Audit, Financial Audits, Foreclosures, HUD Foreclosures, Document Drafting, Contract Writing, Private Equity, Hedge Funds, Investment Management
Education
Tulane Law School 2011 — 2014
JD, Law
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Finance
J.R. Morgan LLP April 2015 - Present
One West Bank January 2015 - March 2015
Graffagnini, L.C. August 2014 - October 2014
Provosty & Gankendorff LLC January 2014 - May 2014
San Antonio Spurs June 2013 - May 2014
New Orleans Pelicans October 2013 - April 2014
Advantage Capital Partners July 2013 - April 2014
New Orleans Saints September 2013 - January 2014
Provosty & Gankendorff LLC May 2013 - June 2013
Wentwood Capital Advisors, LP 2009 - August 2011
Skills
Legal Research, Financial Analysis, Due Diligence, Legal Writing, Finance, Real Estate, Westlaw, Financial Modeling, Microsoft Office, Public Speaking, Valuation, Credit Analysis, MS Office Suite, Strategic Financial..., Negotiation, Legal Documents, Legal Issues, Investments, Mediation, Underwriting, Financial Reporting, Tax Accounting, Internal Audit, Financial Audits, Foreclosures, HUD Foreclosures, Document Drafting, Contract Writing, Private Equity, Hedge Funds, Investment Management
Education
Tulane Law School 2011 — 2014
JD, Law
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Finance
John Jay Usner's Wentwood Capital Advisors, LP Experience June 2008 - August 2013
Job Fortress Investment Group
Industry Real Estate
Experience
Fortress Investment Group June 2015 - Present
MetLife Real Estate Investors May 2014 - August 2014
Wentwood Capital Advisors, LP June 2008 - August 2013
Skills
Budgets, Project Planning, Forecasting, Software Documentation, Logistics, Operations Management, Procurement, Customer Service, Contract Management, Training, Project Management, Asset Management, Microsoft Excel, Portfolio Management, Finance, Real Estate Economics, Valuation, Management, Financial Analysis, Financial Modeling, LIHTC
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (M.B.A.), Graaskamp Center for Real Estate
The University of Texas at Austin 2002 — 2006
B.A., Economics
Fortress Investment Group June 2015 - Present
MetLife Real Estate Investors May 2014 - August 2014
Wentwood Capital Advisors, LP June 2008 - August 2013
Skills
Budgets, Project Planning, Forecasting, Software Documentation, Logistics, Operations Management, Procurement, Customer Service, Contract Management, Training, Project Management, Asset Management, Microsoft Excel, Portfolio Management, Finance, Real Estate Economics, Valuation, Management, Financial Analysis, Financial Modeling, LIHTC
Education
University of Wisconsin-Madison 2013 — 2015
Master of Business Administration (M.B.A.), Graaskamp Center for Real Estate
The University of Texas at Austin 2002 — 2006
B.A., Economics
Jessica Armel's Wentwood Capital Advisors, LP Experience February 2010 - Present
Job Human Resources Specialist at The Wentwood Companies
Industry Human Resources
Experience
Wentwood Capital Advisors, LP February 2010 - Present
Westlake Housing, LP February 2010 - Present
Troux Technologies August 2008 - February 2010
Troux Technologies August 2007 - July 2008
Skills
Onboarding, Applicant Tracking..., Organizational..., Benefits Administration, Employee Benefits, Human Resources, Employee Relations, Recruiting, Employee Engagement, Job Descriptions, HRIS, College Recruiting, Talent Acquisition, Team Building, FMLA
Education
Concordia University-Austin 2011 — 2013
Bachelor of Arts (BA), Human Resources Management
University of California, Riverside 2001 — 2006
Bachelor of Arts (BA), Liberal Studies
Wentwood Capital Advisors, LP February 2010 - Present
Westlake Housing, LP February 2010 - Present
Troux Technologies August 2008 - February 2010
Troux Technologies August 2007 - July 2008
Skills
Onboarding, Applicant Tracking..., Organizational..., Benefits Administration, Employee Benefits, Human Resources, Employee Relations, Recruiting, Employee Engagement, Job Descriptions, HRIS, College Recruiting, Talent Acquisition, Team Building, FMLA
Education
Concordia University-Austin 2011 — 2013
Bachelor of Arts (BA), Human Resources Management
University of California, Riverside 2001 — 2006
Bachelor of Arts (BA), Liberal Studies
James Puckett's Wentwood Capital Advisors, LP Experience June 2012 - Present
Job Chief Financial Officer at Wentwood Capital Advisors, LP
Industry Investment Management
Experience
Wentwood Capital Advisors, LP June 2012 - Present
Quarter Circle Capital, LLC January 2005 - Present
QCH Partners, LP 2000 - 2005
SpinCycle 1998 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1997
PaineWebber 1990 - 1993
Drexel Burnham Lambert January 1987 - February 1989
Education
The University of New Mexico 1980 — 1985
BA, Economics
Wentwood Capital Advisors, LP June 2012 - Present
Quarter Circle Capital, LLC January 2005 - Present
QCH Partners, LP 2000 - 2005
SpinCycle 1998 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1997
PaineWebber 1990 - 1993
Drexel Burnham Lambert January 1987 - February 1989
Education
The University of New Mexico 1980 — 1985
BA, Economics
Sarah Hamm's Wentwood Capital Advisors, LP Experience October 2009 - Present
Job Vice President Asset Management Wentwood Capital Advisors
Industry Real Estate
Experience
Wentwood Capital Advisors, LP October 2009 - Present
Wentwood Capital Advisors, LP February 2008 - October 2009
CL McDade & Co June 2006 - February 2008
Skills
Disposition, Analysis, Real Estate Economics, Due Diligence, Asset Management, Real Estate, LIHTC, Affordable Housing, Leases, Valuation, Property Management, Apartments, Tax Credits, Real Estate Transactions, Real Estate Development, Dispositions, Table Tennis, Financial Analysis
Education
Southwestern University 2003 — 2006
Business, Mathematics
Wentwood Capital Advisors, LP October 2009 - Present
Wentwood Capital Advisors, LP February 2008 - October 2009
CL McDade & Co June 2006 - February 2008
Skills
Disposition, Analysis, Real Estate Economics, Due Diligence, Asset Management, Real Estate, LIHTC, Affordable Housing, Leases, Valuation, Property Management, Apartments, Tax Credits, Real Estate Transactions, Real Estate Development, Dispositions, Table Tennis, Financial Analysis
Education
Southwestern University 2003 — 2006
Business, Mathematics
Kyle Rutledge's Wentwood Capital Advisors, LP Experience June 2011 - November 2013
Job Asset Manager at WNC & Associates
Industry Financial Services
Experience
WNC & Associates November 2013 - Present
Wentwood Capital Advisors, LP June 2011 - November 2013
CMC AMERICAS April 2010 - August 2011
Skills
Accounts Payable, Accounting, Management, Leadership, Finance, Training, Financial Analysis, Financial Reporting, Research, Financial Modeling, Microsoft Excel, Private Equity, Budgets, Outlook, Microsoft Office, PowerPoint, Due Diligence, Microsoft Word, Data Analysis, Investments, Portfolio Management
Education
Louisiana State University 2006 — 2009
Bachelors of Science, Accounting
University of Louisiana at Monroe 2004 — 2006
WNC & Associates November 2013 - Present
Wentwood Capital Advisors, LP June 2011 - November 2013
CMC AMERICAS April 2010 - August 2011
Skills
Accounts Payable, Accounting, Management, Leadership, Finance, Training, Financial Analysis, Financial Reporting, Research, Financial Modeling, Microsoft Excel, Private Equity, Budgets, Outlook, Microsoft Office, PowerPoint, Due Diligence, Microsoft Word, Data Analysis, Investments, Portfolio Management
Education
Louisiana State University 2006 — 2009
Bachelors of Science, Accounting
University of Louisiana at Monroe 2004 — 2006
Jennifer Raybuck's Wentwood Capital Advisors, LP Experience December 2013 - Present
Job Tax & Accounting
Industry Accounting
Experience
Wentwood Capital Advisors, LP December 2013 - Present
Weaver May 2009 - December 2013
Brown, Graham & Co January 2006 - May 2009
Skills
CPA, Tax Research, Financial Reporting, Tax, Corporate Tax, GAAP, Accounting, Financial Analysis, Tax Accounting, Income Tax, Due Diligence
Education
The University of Texas at Austin 1993 — 1996
Master in Professional Accounting - 1996, Taxation
The University of Texas at Austin 1993 — 1996
BBA, Accounting
Wentwood Capital Advisors, LP December 2013 - Present
Weaver May 2009 - December 2013
Brown, Graham & Co January 2006 - May 2009
Skills
CPA, Tax Research, Financial Reporting, Tax, Corporate Tax, GAAP, Accounting, Financial Analysis, Tax Accounting, Income Tax, Due Diligence
Education
The University of Texas at Austin 1993 — 1996
Master in Professional Accounting - 1996, Taxation
The University of Texas at Austin 1993 — 1996
BBA, Accounting