Westwood Capital
Industry: Company
DescriptionFounded: 1995 Parent organization: Westwood Capital Holdings, Llc
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Westwood Capital Employees
Boston Portfolio Advisors, Inc. April 2013 - Present
SeaView Advisors, LLC April 2010 - Present
Paladin Advisors, LLC October 2010 - December 2012
Westwood Capital May 2009 - April 2010
Ernst & Young LLP 1999 - 2009
MBIA 1984 - 1999
Skills
Structured Finance, Securitization, Capital Markets, Credit, Mortgage, Risk Management, Due Diligence, Finance, Mortgage Lending, Valuation, Investments, Portfolio Management, Financial Analysis, Financial Risk, Investment Banking, Banking, Credit Risk, Fixed Income, Financial Services, Corporate Finance, Financial Structuring, Asset Management, Loans, Hedge Funds
Education
Fairleigh Dickinson University 1970 — 1974
BS, Accounting
Sotheby's International Realty April 2015 - Present
Keller Williams Realty, Inc. December 2013 - April 2015
Wish Sotheby's International Realty 2000 - 2015
Westwood Capital June 2011 - December 2013
Umax Mortgage January 2006 - December 2009
Skills
Small Business Lending, Residential, Construction, Hotels, Capital, Fundraising, Mixed-use, Loans, Refinance, Investments, Mortgage Lending, Real Estate, Mortgage, Commercial Mortgages, Investment Properties, Conventional, Home, Mortgage Banking, FHA, Purchase, Commercial Lending, Negotiation, Residential Homes, Investors, Underwriting, Finance, Banking, Loan Origination, Construction Loans, Reverse Mortgages, Commercial Real Estate, Real Estate Transactions, Real Estate Financing, Real Estate Economics, REO, Funding
Education
College of the Canyons 2010 — 2012
AA, Accounting
James Madison University
Yorktown High School
Veritas Financial Partners September 2011 - January 2014
M.A. Sunshine Capital, Inc. September 2009 - September 2011
CCFC Preferred Holdings (a subsidiary of Calpine Corporation) 2006 - 2009
First Capital 2003 - 2009
Westwood Capital 1994 - 2003
Oppenheimer & Co. 1994 - 1994
Oppenheimer & Co. 1989 - 1993
Skills
Asset Based Lending, Structured Finance, Factoring, Private Equity, Commercial Finance, Portfolio Management, Due Diligence, Capital Markets, Mergers, Investment Banking, Securitization, Investments, Private Placements, Commercial Lending, Financial Structuring, Restructuring, Finance, Bloomberg, Mergers & Acquisitions, Credit, Corporate Finance, Banking, Commercial Banking, Loans, Asset Management, Venture Capital, Real Estate Economics, Valuation, Financial Services, Hedge Funds
Education
University of Michigan Law School 1981 — 1984
JD
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Accounting
University of Pennsylvania 1977 — 1980
BA, Economics
Andrew Warde HS 1973 — 1977
Davidson Kempner Capital Management November 2013 - Present
Merrill Lynch June 2012 - August 2012
Westwood Capital June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, FINRA, Finance
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1 GPA
Summit High School 2004 — 2009
3.9 GPA
The Pemberton Group August 2012 - Present
Westwood Capital September 2009 - September 2014
Banc of America Securities July 2004 - April 2009
Motion Media Technology 2001 - 2002
Skills
Investment Banking, Hedge Funds, Financial Modeling, New Business Development, Financial Accounting, Capital Markets, Financial Forecasting, M&A execution, Financial Advisory, Start-ups, Private Equity, Hospitality Industry, Real Estate, Financial Institutions, Financial Technology, Dog Behavior, Business Strategy, Entrepreneurship, Budget Reconciliation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Corporate Finance
Hollins University
B.A., Political Science
McLean High School
Country Day School
Westwood Capital March 2014 - Present
New York University September 2013 - Present
Huntington Learning Center November 2012 - Present
City Wildlife 2012 - Present
The Jefferson Institute April 2010 - November 2012
Center City Public Charter Schools March 2009 - March 2010
The Royal Embassy of Saudi Arabia October 2005 - December 2008
Skills
Non-profits, Grant Writing, Grants, Program Development, Community Outreach, Policy Analysis, Volunteer Management, Program Evaluation, Public Speaking, NGOs, Fundraisers, Editing, International..., Event Planning, Research, Capacity Building, International Relations, Community Development, Corporate Social..., Media Relations, Civil Society, Report Writing, Human Rights, Politics, Foreign Policy, Social Media, Public Policy, Nonprofits, Facebook, Intercultural..., International Education, Qualitative Research, Strategic Communications, Proposal Writing
Education
New York University 2013 — 2015
International Education Certificate, International and Comparative Education
Mary Baldwin College
Masters of Arts in Teaching, Middle School Humanities
University of Virginia
Master of Education (MEd) Coursework, Education
Alston & Bird LLP April 2014 - Present
Clark Hill PLC September 2012 - March 2014
Clark Hill PLC June 2011 - August 2011
Knox McLaughlin Gornall & Sennett, P.C. June 2010 - August 2010
Westwood Capital June 2009 - August 2009
Natixis 2007 - 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2006 - 2007
Casper College 2005 - 2006
Education
University of Notre Dame Law School
Juris Doctor (J.D.), summa cum laude
Columbia University in the City of New York
Bachelor of Arts (B.A.)
Westwood Capital March 2009 - Present
Citigroup September 2007 - February 2009
JPMorgan June 2006 - August 2006
Banco SCI November 2004 - August 2005
Bancafe, GFP January 2000 - October 2004
Skills
Investment Banking, Capital Markets, Structured Finance, Financial Modeling, Investments, Financial Analysis, Due Diligence, Fixed Income, Valuation, Entrepreneurship
Education
Universidad Francisco Marroquín 2007 — 2009
Executive Master's degree, Economics
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Financial Instruments & Markets, Entrepreneurship
Universidad del Valle de Guatemala 1997 — 2002
BS, Industrial Engineering
BlackRock October 2011 - Present
Westwood Capital September 2007 - September 2011
Computershare 2005 - 2007
The Bank of New York 1993 - 2005
Education
Fordham University - Graduate School of Business Administration 1993 — 1996
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS, Finance
Moore Capital Management September 2015 - Present
Morgan Stanley January 2010 - September 2015
Westwood Capital June 2009 - January 2010
Deutsche Bank July 2007 - June 2008
Morgan Stanley April 2004 - June 2007
Mogul Capital Management July 2003 - March 2004
Wachovia Securities September 2000 - June 2003
Banc of America Securities June 1997 - September 2000
Skills
Financial Structuring, Hedge Funds, Alternative Investments, Management, Investment Banking, Structured Products, Capital Markets, Fixed Income, Structured Finance, ABS, Credit Derivatives, Securitization, Derivatives
Education
Columbia University in the City of New York 1993 — 1997
Bachelors, Physics and Mathematics
Bethlehem Academy 1989 — 1992
Westwood Capital 2010 - Present
Education
CSUN
Bachelor's degree, Finance and Financial Management Services
Westwood Capital June 2011 - August 2011
Tsing Catpial April 2010 - June 2010
Skills
Excel, Stata, Eviews, Financial Modeling, Research
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MPA, International Finance and Economics, 3.76
Renmin University of China 2006 — 2010
Bachelor of Management, Land&Real Estate Management, 3.9
Westwood Capital August 2009 - Present
Citi 2006 - 2009
Citi 1995 - 2006
Skills
Capital Markets, Structured Finance, Securitization, Private Equity, Private Placements, Infrastructure, Real Estate Transactions, Emerging Markets, Latin American markets, Investments, Investment Banking, Alternative Investments, Portfolio Management, Financial Structuring, Fixed Income, Valuation, Structured Products, Financial Modeling, Hedge Funds, Due Diligence, Latin America, Equities, Project Finance, Derivatives
Education
Saint John's University 1992 — 1995
Master of Business Administration (M.B.A.), International Finance, 4.0/4.0
Polytechnic University 1982 — 1986
Bachelor of Science (BS), Industrial Engineering, 3.7/4.0