Westlake Securities
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Westlake Securities Employees
Almanac Realty Investors September 2015 - Present
J.P. Morgan March 2014 - August 2015
INTL FCStone Inc. August 2012 - March 2014
Westlake Securities January 2012 - May 2012
General Motors June 2011 - August 2011
Worldwide Flight Services June 2009 - January 2011
MoreThanColor, Web Design & Custom Programming 2003 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Real Estate, Finance, Equities, Microsoft Office, Private Equity, Investment Management, Capital IQ, Bloomberg Terminal, FactSet, VBA
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Corporate Finance, 3.81
Highland Park High School 2004 — 2008
Magna Cum Laude
Bain & Company June 2015 - Present
Cheniere Energy, Inc. May 2014 - August 2014
Westlake Securities April 2013 - July 2013
Yellowstone Investments LLC June 2012 - August 2012
Vector Marketing June 2012 - August 2012
Skills
Public Speaking, Marketing Communications, Investments, Finance, Sales, Marketing, Microsoft Excel, Microsoft Office, Time Management, Bloomberg, PowerPoint, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Capital IQ, Equities, Financial Modeling, Hedge Funds, Social Media, Start-ups, Social Media Marketing, Strategy
Education
Texas A&M University - Mays Business School 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General and Business Honors, 4.0
The London School of Economics and Political Science (LSE) 2014 — 2014
Public Finance
Westmont College 2012 — 2012
Bachelor of Business Administration (BBA), Business and Economics, 4.0
Regents School of Austin 2008 — 2012
Credit Suisse April 2015 - Present
GulfStar Group July 2014 - March 2015
Westlake Securities May 2013 - April 2014
Prestige Economics December 2012 - May 2013
Education
The University of Texas at Austin 2010 — 2014
BA, Economics
St. John's School
Houston, Texas
SparkFarm July 2013 - Present
The Hogg Foundation for Mental Health - The University of Texas at Austin July 2011 - Present
The University of Texas at Austin July 2010 - August 2011
The Richards Group May 2008 - June 2010
Westlake Securities May 2007 - December 2007
Skills
Public Relations, Strategy, Media Relations, Press Releases, Public Speaking, Social Media, Marketing, Event Planning, Speech Writing, Internal Communications, Corporate Communications, Strategic Communications
Education
The University of Texas at Austin 2003 — 2007
Communication Studies, Corporate Communications
Wind Point Partners January 2015 - March 2015
Dimensional Fund Advisors April 2013 - June 2014
Jones Energy, Ltd. April 2012 - March 2013
Westlake Securities September 2009 - March 2012
Arctas Capital Group May 2008 - July 2008
KPMG January 2008 - April 2008
Skills
Venture Capital, Growth Capital, Fairness Opinions, Financial Modeling, Valuation, Financial Reporting, Mergers, Investments, Equities, Mergers & Acquisitions, Finance, Due Diligence
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA), Strategy & Organization, Marketing, General
Texas A&M University - Mays Business School 2008 — 2009
M.S., Finance
Texas A&M University - Mays Business School 2004 — 2008
B.B.A, Accounting
Reed & Associates Marketing September 2014 - Present
Reed & Associates Marketing September 2013 - September 2014
CBRE November 2010 - September 2013
CB Richard Ellis August 2010 - September 2013
Westlake Securities June 2009 - June 2010
Westlake Securities January 2008 - June 2010
Skills
Microsoft Office, Adobe Acrobat, InDesign, Photoshop, Illustrator, PowerPoint, Outlook, Constant Contact, Microsoft Excel, Social Media, Newsletters, Public Relations, Advertising, Marketing, Marketing Communications, Management
Education
The University of Texas at Austin 2003 — 2007
Bachelor of Arts (BA), Government
Westlake Securities February 2013 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
Texas State University-San Marcos 2006 — 2013
Bachelor's degree, Criminal Justice and Corrections
Lazarus Energy Holdings, LLC January 2015 - Present
Westlake Securities May 2012 - December 2014
JP3 Measurement October 2011 - December 2011
Treaty Oak Capital Management August 2007 - September 2011
Dow Chemical April 2007 - September 2007
Dow Chemical, Dow Ventures & Options Development July 2004 - April 2007
Dow Chemical July 2002 - May 2004
Accenture June 2001 - August 2001
B.F.Goodrich September 1997 - September 2000
Education
University of Texas 2000 — 2002
MBA, Management
Georgia Institute of Technology 1993 — 1997
BS, Chemical Engineering
The Lovett School 1986 — 1992
Goldman Sachs July 2013 - Present
Goldman Sachs May 2012 - August 2012
Westlake Securities January 2012 - May 2012
Merrill Lynch August 2011 - January 2012
Mesirow Financial May 2011 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Finance
Tolarus Partners, LLC April 2013 - Present
Helix Advisors LLC February 2011 - April 2013
Westlake Securities October 2008 - February 2011
Deloitte & Touche January 1998 - September 2008
United States Navy March 1988 - May 1992
Skills
Mergers & Acquisitions, Valuation, Due Diligence, Financial Reporting, Finance, Business Valuation, Internal Controls, Financial Modeling, Financial Analysis, SEC filings, Auditing, Accounting, Investor Relations, Corporate Finance, Sarbanes-Oxley Act, Securities, US GAAP, Series 7, Mergers, Financial Accounting, Cash Flow, Risk Management, Internal Audit, Private Equity, Financial Advisory, GAAP, Forecasting, Revenue Recognition, Restructuring, CPA, Strategic Financial...
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1997
BBA/MPA, Accounting
Point72 Asset Management June 2015 - August 2015
Westlake Securities June 2014 - May 2015
Plano Senior High School July 2013 - August 2013
Sethi Financial Group June 2013 - August 2013
National Financial Partners March 2013 - May 2013
Plano Sports Authority May 2008 - June 2012
Skills
Public Speaking, Microsoft Excel, Teamwork, Research, PowerPoint, Leadership, Data Analysis, Financial Analysis, Time Management, Financial Modeling, Microsoft Office
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Economics
Plano Senior High School 2008 — 2012
Strategic Investment Group March 2014 - Present
Virtus Real Estate Capital June 2013 - August 2013
Westlake Securities May 2012 - June 2012
Selman Munson & Lerner P.C. June 2008 - July 2008
Education
Vanderbilt University 2010 — 2013
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
Summer Abroad Program
Westlake Securities July 2015 - Present
National Oilwell Varco July 2014 - July 2015
National Oilwell Varco June 2013 - June 2014
Solar Turbines June 2012 - August 2012
Xtreme Power October 2010 - August 2011
Integra January 2010 - May 2010
Southwest Research Institute May 2008 - January 2010
Skills
Mechanical Engineering, Oil/Gas, Energy, Engineering, Frac Flowback and..., Project Management, Technology..., DCF Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, C++, Oil
Education
The University of Texas at Austin 2008 — 2013
Bachelor's degree, Mechanical Engineering
Perella Weinberg Partners June 2010 - Present
UBS Investment Bank June 2008 - June 2010
Westlake Securities May 2007 - May 2008
Skills
Financial Modeling, Bloomberg, Investment Banking, Valuation, Asset Allocation, Asset Management, Private Equity/Venture..., Asset Managment, Private Equity, Alternative Investments, Investments, Equities, Capital Markets, Due Diligence, Hedge Funds
Education
The University of Texas at Austin 2003 — 2008
Master's degree, Accounting
The University of Texas at Austin 2003 — 2008
Bachelor of Business Administration (BBA), Business Honors
Westlake Securities June 2014 - Present
Westlake Securities June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Capital IQ, Finance
Education
NYU Stern School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance and Accounting, Junior
Stanford University 2010 — 2010
Biology and Micro Economics
Westlake Securities September 2008 - Present
Tejas Securities Group, Inc. 2003 - 2008
Avocet Capital Management June 2001 - 2003
H.C. Wainwright 1999 - 2001
Skills
Series 63, Equities, FINRA, Trading, Financial Analysis, Equity Trading, Hedge Funds, Equity Research, Investments, Investment Strategies, Asset Managment
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts (BA), Economics
Intervale Capital August 2015 - Present
RBC Capital Markets May 2014 - July 2015
Westlake Securities May 2012 - May 2014
Skills
Capital IQ, Financial Modeling, Research, Auditing, Bloomberg, PowerPoint, Microsoft Excel, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Business Valuation, Private Equity, Bloomberg Terminal, Finance, Analysis, Investment Banking, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2013
MPA, Accounting, Finance
Luton Interests, LTD January 2011 - Present
Westlake Securities January 2012 - December 2014
APS Financial Corp October 1996 - July 2010
American General Corporation (AIG) 1989 - 1994
Rauscher Pierce Refsnes, Inc. (RBC Dain Rauscher, Inc.) 1987 - 1989
American General Corp. (AIG) 1985 - 1987
Texas Commerce Bank (J.P. Morgan Chase) 1980 - 1984
Skills
Hedge Funds, Bloomberg, Capital Markets, Due Diligence, Investments, Portfolio Management, Venture Capital, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Trading, High Yield, Alternative Investments, Finance, Leveraged Finance, Fixed Income, Bloomberg Terminal, Bonds, Valuation, Financial Modeling, Equities, Investment Banking, Private Equity
Education
The University of Texas at Austin 1978 — 1980
Master of Business Administration (MBA), Management
The University of Texas at Austin 1974 — 1978
Bachelor of Business Administration (BBA), Finance
Guggenheim Partners October 2013 - Present
Accenture June 2012 - October 2013
Westlake Securities August 2011 - May 2012
JPMorgan Chase June 2011 - August 2011
Skills
Financial Analysis, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Microsoft Excel, Energy, Capital IQ, Management Consulting, Financial Forecasting
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Lucas Petroleum Group, Inc. June 2013 - Present
MKM Partners November 2010 - June 2013
Westlake Securities September 2008 - November 2010
Stifel Financial Corp. 1995 - 2005
Skills
Equities, Equity Research, Hedge Funds, Trading, Equity Trading, Bloomberg, Series 7, Investments, Series 63, series 55, Securities, Finance, Options, Electronic Trading, Trading Systems, Fixed Income, Alternative Investments, Derivatives, Financial Markets, Hedging, Equity Derivatives, Bloomberg Terminal, ETFs, Financial Modeling, Investment Management, Bonds, Financial Analysis, Private Equity, Commodity, FX Options
Education
Colorado State University 1991 — 1995
Bachelor's degree, Economics
Westlake Securities May 2014 - Present
Creation Capital LLC 2001 - 2014
Education
The University of Texas at Austin 1981 — 1985
Westlake Securities December 2012 - Present
Westlake Securities, LLC November 2011 - November 2012
Tactic Communications Ltd June 2006 - July 2011
Shine Communications 2001 - 2006
Presbyterian Support (Upper South Island) 2001 - 2002
Otago Daily Times 1995 - 2000
Skills
Corporate Communications, Crisis Communications, Media Studies, Reputation Management, Internal Communications, Media Relations, Stakeholder Engagement, Leadership, Advertising, Market Research, Strategy, Community Development, Public Relations, Marketing Strategy, Business Development, Marketing, Management, Strategic Planning
Education
Public Relations Institute New Zealand 2009 — 2009
Professional Development Courses
University of Canterbury 2002 — 2002
Business strategy
Aoraki Polytechnic 1995 — 1995
Cert.Jour, Journalism
University of Canterbury 1988 — 1992
BA, English
Westlake Securities August 2010 - Present
Westlake Securities July 2008 - July 2010
Skills
Securities, Due Diligence, Private Equity, Valuation, Investment Banking, Financial Modeling, Corporate Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance