Westwood Holdings Group, Inc.
Industry: Investment management company
DescriptionHeadquarters: Dallas, TX Founded: 1983 Subsidiaries: Westwood Management Corp., Westwood Advisors, LLC, Westwood Trust
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Westwood Holdings Group, Inc. Employees
Employee
Years
Job
Industry
Tiffany Kice Tiffany Kice's Westwood Holdings Group, Inc. Experience August 2014 - Present
Job SVP, Chief Financial Officer and Treasurer at Westwood Holdings Group, Inc.
Industry Restaurants
Experience
Westwood Holdings Group, Inc. August 2014 - Present
CEC Entertainment August 2010 - July 2014
KPMG LLP September 1995 - August 2010
Various Retailers 1987 - 1994
Skills
Internal Controls, Auditing, Accounting, GAAP, Leadership, Financial Reporting, SEC filings
Education
The University of Texas at Austin 1990 — 1995
BBA, Accounting
Westwood Holdings Group, Inc. August 2014 - Present
CEC Entertainment August 2010 - July 2014
KPMG LLP September 1995 - August 2010
Various Retailers 1987 - 1994
Skills
Internal Controls, Auditing, Accounting, GAAP, Leadership, Financial Reporting, SEC filings
Education
The University of Texas at Austin 1990 — 1995
BBA, Accounting
Douglas Gilbert, LUTCF,CWS® Douglas Gilbert, LUTCF,CWS®'s Westwood Holdings Group, Inc. Experience March 2012 - January 2013
Job Regional Vice President at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Mercer Advisors June 2013 - Present
Westwood Holdings Group, Inc. March 2012 - January 2013
First National Wealth Advisors July 2008 - March 2012
Orizon Group April 2006 - May 2008
Legacy Fitness DBA Anytime Fitness July 2006 - January 2007
Benchmark Financial LLC August 2004 - March 2006
New York Life May 2001 - August 2004
Skills
Trust Services, Investment Advisory, Asset Management, Registered Investment..., Private Client Services, Wealth Management, Financial Planning, Estate Planning, Foundation Management, Insurance Planning, New Business Development, Relationship Management, Strategic Financial..., Financial Planners, Private Clients, Wealth Management..., Wealth, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Non-profit..., Insurance, Retirement Planning, Investments
Education
Wayne State College 1997 — 2001
BS, Business Administration and Marketing
Boston Institute of Finance
CFP®, Certified Financial Planner, Currently scheduled for 03/2014 FInal Exam
Cannon Financial Institute 2010 — 2011
CWS®, Certified Wealth Strategist
The American College 2002 — 2003
LUTCF, Life Underwriter Training Counsel Fellow Designation
Devona Green, APS Devona Green, APS's Westwood Holdings Group, Inc. Experience December 2013 - Present
Job Accounts Payable Specialist at Westwood Holdings Group, Inc
Industry Investment Management
Experience
Westwood Holdings Group, Inc. December 2013 - Present
Three PDS/Luminant May 2013 - December 2013
Reata Pharmaceuticals August 2010 - May 2013
Pinpoint Drilling & Directional Services September 2007 - April 2010
SFMC, LP March 2007 - September 2007
RightStaff Inc July 2007 - 2007
Empire Blue Cross Blue ShieldA January 2006 - July 2006
Cartus formerly Cendant Mobility January 2005 - December 2005
Fair Isaac, Inc October 2001 - December 2004
Zales Corporation October 2000 - October 2001
Skills
MS Word (Correspondence..., MS Excel (PivotTables,..., MS Access (Queries,..., MS PowerPoint..., MS Publisher..., Microsoft Dynamics..., Oracle, Account Payable, Account Receivable, Purchase Orders, 1099 Processing, General Ledger, Journal Entries, Account Reconciliation, Bank Reconciliation, Material Requisitions, Analytical Accounting, Three-Way Matching, ICD-9 & CPT Coding, Data Entry, 10 Key, Invoicing, Accounts Payable, Microsoft Excel, W2, Medical Coding, Great Plains Software, Vlookup, Accounts Receivable, Reports, PowerPoint, Accounting, Pivot Tables, Microsoft Word, Auditing, Financial Statements, Outlook, Software Documentation, Customer Service, Expenses, SharePoint, Access, Accruals, Financial Reporting, Cash Receipts, Microsoft Office 2007, Microsoft Office
Education
Ashford University 2012 — 2016
Bachelors, Business Administration and Management, General
Escoffier School of Culinary Arts
Culinary Arts/Chef Training
Westwood Holdings Group, Inc. December 2013 - Present
Three PDS/Luminant May 2013 - December 2013
Reata Pharmaceuticals August 2010 - May 2013
Pinpoint Drilling & Directional Services September 2007 - April 2010
SFMC, LP March 2007 - September 2007
RightStaff Inc July 2007 - 2007
Empire Blue Cross Blue ShieldA January 2006 - July 2006
Cartus formerly Cendant Mobility January 2005 - December 2005
Fair Isaac, Inc October 2001 - December 2004
Zales Corporation October 2000 - October 2001
Skills
MS Word (Correspondence..., MS Excel (PivotTables,..., MS Access (Queries,..., MS PowerPoint..., MS Publisher..., Microsoft Dynamics..., Oracle, Account Payable, Account Receivable, Purchase Orders, 1099 Processing, General Ledger, Journal Entries, Account Reconciliation, Bank Reconciliation, Material Requisitions, Analytical Accounting, Three-Way Matching, ICD-9 & CPT Coding, Data Entry, 10 Key, Invoicing, Accounts Payable, Microsoft Excel, W2, Medical Coding, Great Plains Software, Vlookup, Accounts Receivable, Reports, PowerPoint, Accounting, Pivot Tables, Microsoft Word, Auditing, Financial Statements, Outlook, Software Documentation, Customer Service, Expenses, SharePoint, Access, Accruals, Financial Reporting, Cash Receipts, Microsoft Office 2007, Microsoft Office
Education
Ashford University 2012 — 2016
Bachelors, Business Administration and Management, General
Escoffier School of Culinary Arts
Culinary Arts/Chef Training
Blake Harbour Blake Harbour's Westwood Holdings Group, Inc. Experience April 2014 - Present
Job Regional Vice President, Mutual Funds and Managed Accounts at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. April 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments July 2011 - May 2013
First Southwest Company May 2010 - June 2011
Skills
Series 7, Series 63, Series 66
Education
Baylor University 2008 — 2010
Master's degree, Economics
Baylor University - Hankamer School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Economics
University of Kansas 2004 — 2006
Economics
Westwood Holdings Group, Inc. April 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments July 2011 - May 2013
First Southwest Company May 2010 - June 2011
Skills
Series 7, Series 63, Series 66
Education
Baylor University 2008 — 2010
Master's degree, Economics
Baylor University - Hankamer School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Economics
University of Kansas 2004 — 2006
Economics
Elizabeth Murray, CAP® Elizabeth Murray, CAP®'s Westwood Holdings Group, Inc. Experience July 1995 - April 2000
Job Director of Gift Planning at University of Dallas
Industry Financial Services
Experience
University of Dallas September 2015 - Present
Equest Therapeutic Horsemanship June 2010 - Present
The Senior Source August 2014 - September 2015
The Senior Source April 2013 - August 2014
Riding Unlimted August 2012 - May 2013
Executives in Action May 2012 - March 2013
Highside Capital Management August 2003 - December 2011
Fidelity Investments July 2002 - June 2003
Citi 2000 - 2002
Westwood Holdings Group, Inc. July 1995 - April 2000
Skills
Equities, Hedge Funds, Trading, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Relationship Management, Team Building, Client Liaison, Client Side, Asset Management, Investment Management, Nonprofits, FINRA, Financial Markets, Leadership, Alternative Investments, Mutual Funds, Start-ups, Series 63, Series 7, Securities, Private Equity, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Investment Strategies, Investment Advisory, Options, Investments, Valuation, Investor Relations, Fundraising
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy, Philanthropy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science and Government
University of Dallas September 2015 - Present
Equest Therapeutic Horsemanship June 2010 - Present
The Senior Source August 2014 - September 2015
The Senior Source April 2013 - August 2014
Riding Unlimted August 2012 - May 2013
Executives in Action May 2012 - March 2013
Highside Capital Management August 2003 - December 2011
Fidelity Investments July 2002 - June 2003
Citi 2000 - 2002
Westwood Holdings Group, Inc. July 1995 - April 2000
Skills
Equities, Hedge Funds, Trading, Equity Trading, Bloomberg, Trading Systems, Electronic Trading, Relationship Management, Team Building, Client Liaison, Client Side, Asset Management, Investment Management, Nonprofits, FINRA, Financial Markets, Leadership, Alternative Investments, Mutual Funds, Start-ups, Series 63, Series 7, Securities, Private Equity, Portfolio Management, Equity Research, Financial Modeling, Asset Allocation, Investment Strategies, Investment Advisory, Options, Investments, Valuation, Investor Relations, Fundraising
Education
The American College 2014 — 2015
Chartered Advisor in Philanthropy, Philanthropy
Loyola College in Maryland
Bachelor of Arts (B.A.), Political Science and Government
Danielle McLean Danielle McLean's Westwood Holdings Group, Inc. Experience January 2015 - Present
Job Senior Associate at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. January 2015 - Present
Sync Yoga and Wellbeing August 2010 - Present
Crow Holdings Captial Partners L.L.C. March 2011 - January 2015
AllianceBernstein July 1998 - March 2011
The Chicago Trust Compant June 1996 - April 1998
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Mutual Funds, Series 7, Investments, Securities
Education
Texas A&M University 1989 — 1992
BBA, Economics
Westwood Holdings Group, Inc. January 2015 - Present
Sync Yoga and Wellbeing August 2010 - Present
Crow Holdings Captial Partners L.L.C. March 2011 - January 2015
AllianceBernstein July 1998 - March 2011
The Chicago Trust Compant June 1996 - April 1998
Skills
Fixed Income, Hedge Funds, Equities, Asset Managment, Mutual Funds, Series 7, Investments, Securities
Education
Texas A&M University 1989 — 1992
BBA, Economics
Renee Cai Renee Cai's Westwood Holdings Group, Inc. Experience June 2015 - August 2015
Job Student at the University of Chicago
Industry
Experience
Pinfu Investments August 2015 - Present
Westwood Holdings Group, Inc. June 2015 - August 2015
University of Chicago Booth School of Business January 2015 - March 2015
DiscoverWish May 2014 - September 2014
Shanghai Institute of Finance and Law June 2014 - August 2014
Gooch Elementary School August 2008 - June 2013
Slater & Matsil L.L.P. March 2011 - August 2011
Education
The University of Chicago 2013 — 2017
Shanghai Jiao Tong University 2013 — 2013
The Hockaday School 2009 — 2013
High School
Pinfu Investments August 2015 - Present
Westwood Holdings Group, Inc. June 2015 - August 2015
University of Chicago Booth School of Business January 2015 - March 2015
DiscoverWish May 2014 - September 2014
Shanghai Institute of Finance and Law June 2014 - August 2014
Gooch Elementary School August 2008 - June 2013
Slater & Matsil L.L.P. March 2011 - August 2011
Education
The University of Chicago 2013 — 2017
Shanghai Jiao Tong University 2013 — 2013
The Hockaday School 2009 — 2013
High School
Mary McCarthy Mary McCarthy's Westwood Holdings Group, Inc. Experience June 2014 - Present
Job Marketing Associate at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. June 2014 - Present
United Development Funding September 2013 - December 2013
Annandale Capital May 2013 - September 2013
St. James Investment Company September 2012 - January 2013
Robert R. Redwitz & Co. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Writing, Online Research, Finance, Mutual Funds, SPSS
Education
The University of Dallas 2010 — 2014
Bachelor of Arts (B.A.), Economics and Finance
JSerra Catholic High School 2006 — 2010
Diploma
Westwood Holdings Group, Inc. June 2014 - Present
United Development Funding September 2013 - December 2013
Annandale Capital May 2013 - September 2013
St. James Investment Company September 2012 - January 2013
Robert R. Redwitz & Co. May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Writing, Online Research, Finance, Mutual Funds, SPSS
Education
The University of Dallas 2010 — 2014
Bachelor of Arts (B.A.), Economics and Finance
JSerra Catholic High School 2006 — 2010
Diploma
Dawn Ficklin Dawn Ficklin's Westwood Holdings Group, Inc. Experience June 2014 - Present
Job Investment Operations
Industry Investment Management
Experience
Westwood Holdings Group, Inc. June 2014 - Present
Fidelity Investments October 2012 - December 2013
The Independent Bankers Bank 2008 - 2012
Ronald Blue & Co. 2003 - 2008
Legacy Asset Management 2002 - 2004
AIG 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting
Prairie View A&M University
Accounting, Accounting and Business/Management
Westwood Holdings Group, Inc. June 2014 - Present
Fidelity Investments October 2012 - December 2013
The Independent Bankers Bank 2008 - 2012
Ronald Blue & Co. 2003 - 2008
Legacy Asset Management 2002 - 2004
AIG 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting
Prairie View A&M University
Accounting, Accounting and Business/Management
Marcie Russmann Marcie Russmann's Westwood Holdings Group, Inc. Experience October 1995 - Present
Job Vice President, Manager, Internal Client Service at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. October 1995 - Present
Community Credit Union August 1993 - October 1995
Skills
Asset Management, Investments, Mutual Funds, Marketing, Equities, Portfolio Management, Investment Management, Manage Client..., Asset Allocation, Securities, CRM, Performance Attribution, Performance Measurement, Investment Advisory, Investment Strategies, Wealth Management, FactSet, Satuit, Bloomberg, Advent, Institutional
Education
Texas A&M University-Commerce
Bachelor of Business Administration (BBA)
Westwood Holdings Group, Inc. October 1995 - Present
Community Credit Union August 1993 - October 1995
Skills
Asset Management, Investments, Mutual Funds, Marketing, Equities, Portfolio Management, Investment Management, Manage Client..., Asset Allocation, Securities, CRM, Performance Attribution, Performance Measurement, Investment Advisory, Investment Strategies, Wealth Management, FactSet, Satuit, Bloomberg, Advent, Institutional
Education
Texas A&M University-Commerce
Bachelor of Business Administration (BBA)
Satchel Park Satchel Park's Westwood Holdings Group, Inc. Experience June 2014 - Present
Job Research Associate at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. June 2014 - Present
Westwood Holding Group June 2013 - July 2013
Merrill Lynch May 2012 - July 2012
Skills
Finance, Investments, Valuation, Forecasting, Capital Markets, Investment Management, Wealth Management, Mortgage Lending, Microsoft Excel, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, PowerPoint, Bloomberg, Microsoft Office, Accounting, Microsoft Word, Portfolio Management, Banking
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Westwood Holdings Group, Inc. June 2014 - Present
Westwood Holding Group June 2013 - July 2013
Merrill Lynch May 2012 - July 2012
Skills
Finance, Investments, Valuation, Forecasting, Capital Markets, Investment Management, Wealth Management, Mortgage Lending, Microsoft Excel, SEC filings, Financial Analysis, Financial Modeling, Corporate Finance, PowerPoint, Bloomberg, Microsoft Office, Accounting, Microsoft Word, Portfolio Management, Banking
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Nick Wilwerding, CFA Nick Wilwerding, CFA's Westwood Holdings Group, Inc. Experience November 2010 - Present
Job Vice President, Private Client Advocate at Westwood Trust
Industry Investment Management
Experience
Westwood Holdings Group, Inc. November 2010 - Present
McCarthy Group Advisors, LLC March 2006 - November 2010
Mutual of Omaha May 2004 - February 2006
Education
CFA Institute 2007 — 2009
Chartered Financial Analyst (CFA), Investment Analysis and Portfolio Management
Creighton University 2001 — 2005
BSBA, Finance
Omaha Creighton Prep High School 1997 — 2001
Westwood Holdings Group, Inc. November 2010 - Present
McCarthy Group Advisors, LLC March 2006 - November 2010
Mutual of Omaha May 2004 - February 2006
Education
CFA Institute 2007 — 2009
Chartered Financial Analyst (CFA), Investment Analysis and Portfolio Management
Creighton University 2001 — 2005
BSBA, Finance
Omaha Creighton Prep High School 1997 — 2001
Pete Pastorelle's Westwood Holdings Group, Inc. Experience August 2013 - November 2014
Job Seeking Full Time or Interim Role to make an impact on the Accounting & Finance area of your business
Industry Accounting
Experience
PlaySportsTV June 2010 - January 2015
Westwood Holdings Group, Inc. August 2013 - November 2014
Orthofix September 2010 - May 2013
Chi-X Global Inc. May 2009 - April 2010
Accoona Corp., Twing.com and ExchangePlace.com September 2007 - December 2008
Twing.com September 2007 - December 2008
Arbinet-thexchange, Inc. January 2000 - September 2007
Xpedite Systems, Inc. July 1997 - March 2000
Marvel Entertainment September 1996 - July 1997
MacAndrews & Forbes Holdings July 1986 - September 1996
Skills
Sarbanes-Oxley Act, Accounting, Cash Management, GAAP, Consolidation, Financial Analysis, Mergers, Financial Reporting, Due Diligence, Internal Controls, Forecasting, Managerial Finance, SEC filings, Financial Modeling, Executive Management, Strategic Financial..., Auditing, Budgets, Restructuring, Start-ups, Mergers & Acquisitions, Corporate Finance, Risk Management, Internal Audit, Finance, SEC Filings
Education
Syracuse University
BS, Accounting
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Accounting
PlaySportsTV June 2010 - January 2015
Westwood Holdings Group, Inc. August 2013 - November 2014
Orthofix September 2010 - May 2013
Chi-X Global Inc. May 2009 - April 2010
Accoona Corp., Twing.com and ExchangePlace.com September 2007 - December 2008
Twing.com September 2007 - December 2008
Arbinet-thexchange, Inc. January 2000 - September 2007
Xpedite Systems, Inc. July 1997 - March 2000
Marvel Entertainment September 1996 - July 1997
MacAndrews & Forbes Holdings July 1986 - September 1996
Skills
Sarbanes-Oxley Act, Accounting, Cash Management, GAAP, Consolidation, Financial Analysis, Mergers, Financial Reporting, Due Diligence, Internal Controls, Forecasting, Managerial Finance, SEC filings, Financial Modeling, Executive Management, Strategic Financial..., Auditing, Budgets, Restructuring, Start-ups, Mergers & Acquisitions, Corporate Finance, Risk Management, Internal Audit, Finance, SEC Filings
Education
Syracuse University
BS, Accounting
Syracuse University - Martin J. Whitman School of Management
Bachelor's Degree, Accounting
Christy L. Manthey Christy L. Manthey's Westwood Holdings Group, Inc. Experience March 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Westwood Holdings Group, Inc. March 2015 - Present
Ignite Restaurant Group May 2012 - March 2015
Financial Marketing Group January 2012 - May 2012
Behringer Harvard May 2011 - January 2012
Allianz Life July 2002 - February 2009
Allianz Life October 2000 - June 2002
Education
Saint Mary's University of Minnesota 1998 — 2000
BA, Business Marketing
University of Minnesota-Duluth
Undergrad studies
Westwood Holdings Group, Inc. March 2015 - Present
Ignite Restaurant Group May 2012 - March 2015
Financial Marketing Group January 2012 - May 2012
Behringer Harvard May 2011 - January 2012
Allianz Life July 2002 - February 2009
Allianz Life October 2000 - June 2002
Education
Saint Mary's University of Minnesota 1998 — 2000
BA, Business Marketing
University of Minnesota-Duluth
Undergrad studies
Jill Pirrello Jill Pirrello's Westwood Holdings Group, Inc. Experience October 2014 - Present
Job Fund Accountant at Westwood Holdings
Industry Financial Services
Experience
Westwood Holdings Group, Inc. October 2014 - Present
self June 2013 - July 2014
APCON 2012 - 2013
Westwood Holdings Group April 2011 - August 2012
DB&A - DeWolff, Boberg & Associates, Inc January 2009 - March 2011
Skills
Executive..., Expense Reports, Executive Support, Office Management, Travel Arrangements, Office Administration, Meeting Scheduling, Microsoft Excel, Efficent, Event Planning, Microsoft Word, Expenses, Spreadsheets, Applicant Tracking..., Calendars, Confidentiality, Employee Benefits, Employee Relations, Executive Calendar..., Human Resources, Interviews, Microsoft Office, Microsoft PowerPoint, Microsoft Publisher, Onboarding, Operational Efficiency, Outlook
Education
University of North Texas 1996 — 2005
Bachelor's degree, Sociology
Westwood Holdings Group, Inc. October 2014 - Present
self June 2013 - July 2014
APCON 2012 - 2013
Westwood Holdings Group April 2011 - August 2012
DB&A - DeWolff, Boberg & Associates, Inc January 2009 - March 2011
Skills
Executive..., Expense Reports, Executive Support, Office Management, Travel Arrangements, Office Administration, Meeting Scheduling, Microsoft Excel, Efficent, Event Planning, Microsoft Word, Expenses, Spreadsheets, Applicant Tracking..., Calendars, Confidentiality, Employee Benefits, Employee Relations, Executive Calendar..., Human Resources, Interviews, Microsoft Office, Microsoft PowerPoint, Microsoft Publisher, Onboarding, Operational Efficiency, Outlook
Education
University of North Texas 1996 — 2005
Bachelor's degree, Sociology
Gracie Sifuentez Gracie Sifuentez's Westwood Holdings Group, Inc. Experience 2013 - October 2014
Job Legal Assistant/Scheduling Coordinator at The Law Office of Domingo Garcia, P.C.
Industry Financial Services
Experience
The Law Office of Domingo Garcia, P.C. January 2015 - Present
Westwood Holdings Group, Inc. 2013 - October 2014
Belo Corp. 2012 - 2013
Deloitte 2008 - 2011
Deloitte 2002 - 2008
Deloitte 2001 - 2002
Federal Reserve Bank of Dallas 1981 - 2001
Education
Southern Methodist University 2015 — 2015
Paralegal Certificate Program, Legal Assistant/Paralegal
Alan B. Shepard
High School, Legal and General Business, 4.74
Sauk Area Career Center
Graduate, Business Administration and Management, General, B
The Law Office of Domingo Garcia, P.C. January 2015 - Present
Westwood Holdings Group, Inc. 2013 - October 2014
Belo Corp. 2012 - 2013
Deloitte 2008 - 2011
Deloitte 2002 - 2008
Deloitte 2001 - 2002
Federal Reserve Bank of Dallas 1981 - 2001
Education
Southern Methodist University 2015 — 2015
Paralegal Certificate Program, Legal Assistant/Paralegal
Alan B. Shepard
High School, Legal and General Business, 4.74
Sauk Area Career Center
Graduate, Business Administration and Management, General, B
Jackie Finley, CFA Jackie Finley, CFA's Westwood Holdings Group, Inc. Experience May 1995 - Present
Job SVP, Institutional Sales & Client Service
Industry Investment Management
Experience
Westwood Holdings Group, Inc. May 1995 - Present
Southwest Securities April 1991 - May 1995
Skills
Investments, Investment Advisory, Alternative Investments, Asset Allocation, Asset Managment
Education
The University of Texas at Arlington 1983 — 1988
BBA, Finance
Westwood Holdings Group, Inc. May 1995 - Present
Southwest Securities April 1991 - May 1995
Skills
Investments, Investment Advisory, Alternative Investments, Asset Allocation, Asset Managment
Education
The University of Texas at Arlington 1983 — 1988
BBA, Finance
Seth Gold Seth Gold's Westwood Holdings Group, Inc. Experience July 2015 - Present
Job Global Convertible Trader at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. July 2015 - Present
Kalamazoo College 2013 - Present
Skills
Capital Markets, Equities, Securities, Investment Banking, Trading, Valuation, Financial Services, Bloomberg, Hedge Funds, Trading Systems, Bonds, Equity Derivatives, Equity Valuation, Financial Modeling, Economics, Financial Structuring
Education
Columbia Business School 2011 — 2013
Executive MBA, Finance and Management
Kalamazoo College 2004 — 2007
Bachelor of Arts, Economics & Business
Westwood Holdings Group, Inc. July 2015 - Present
Kalamazoo College 2013 - Present
Skills
Capital Markets, Equities, Securities, Investment Banking, Trading, Valuation, Financial Services, Bloomberg, Hedge Funds, Trading Systems, Bonds, Equity Derivatives, Equity Valuation, Financial Modeling, Economics, Financial Structuring
Education
Columbia Business School 2011 — 2013
Executive MBA, Finance and Management
Kalamazoo College 2004 — 2007
Bachelor of Arts, Economics & Business
Kellie R. Stark, CFA Kellie R. Stark, CFA's Westwood Holdings Group, Inc. Experience January 2015 - Present
Job Executive Vice President at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. January 2015 - Present
Westwood Management January 2010 - December 2014
Westwood Management January 2009 - December 2010
Westwood Management January 2004 - December 2009
Westwood Management January 1997 - January 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1991
MBA, Accounting
University of Colorado Boulder - Leeds School of Business 1986 — 1990
BS, Finance
Westwood Holdings Group, Inc. January 2015 - Present
Westwood Management January 2010 - December 2014
Westwood Management January 2009 - December 2010
Westwood Management January 2004 - December 2009
Westwood Management January 1997 - January 2004
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1991
MBA, Accounting
University of Colorado Boulder - Leeds School of Business 1986 — 1990
BS, Finance
Colton Wieck Colton Wieck's Westwood Holdings Group, Inc. Experience December 2014 - Present
Job Creighton University Undergraduate
Industry Investment Management
Experience
Creighton Portfolio Practicum Investment Group February 2015 - Present
Westwood Holdings Group, Inc. December 2014 - Present
SMITH HAYES Financial Services March 2014 - November 2014
Creighton University October 2013 - February 2014
Skills
Financial Accounting, Financial Analysis, Economics, Economic Research, Customer Service, Social Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Creative Problem Solving, Dedication to work, Organization, Team Leadership, Close Attention to..., Time Management
Education
Creighton University 2012 — 2016
Bachelor of Science Business Administration (B.S.B.A.), Finance and Economics Double Major, Senior
Creighton Preparatory High School 2008 — 2012
High School Diploma, Graduate
Creighton Portfolio Practicum Investment Group February 2015 - Present
Westwood Holdings Group, Inc. December 2014 - Present
SMITH HAYES Financial Services March 2014 - November 2014
Creighton University October 2013 - February 2014
Skills
Financial Accounting, Financial Analysis, Economics, Economic Research, Customer Service, Social Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Critical Thinking, Creative Problem Solving, Dedication to work, Organization, Team Leadership, Close Attention to..., Time Management
Education
Creighton University 2012 — 2016
Bachelor of Science Business Administration (B.S.B.A.), Finance and Economics Double Major, Senior
Creighton Preparatory High School 2008 — 2012
High School Diploma, Graduate
Will Cohn Will Cohn's Westwood Holdings Group, Inc. Experience May 2015 - June 2015
Job Student at University of Oklahoma Price College of Business
Industry Financial Services
Experience
ROBOSTOX July 2015 - August 2015
Westwood Holdings Group, Inc. May 2015 - June 2015
Education
University of Oklahoma - Price College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
ROBOSTOX July 2015 - August 2015
Westwood Holdings Group, Inc. May 2015 - June 2015
Education
University of Oklahoma - Price College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Fred Guerrero's Westwood Holdings Group, Inc. Experience November 2014 - January 2015
Job Actively seeking Project/Business Analyst job opportunities.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. November 2014 - January 2015
Fidelity Investments LLC April 2008 - May 2014
Gaylord Entertainment Company April 2004 - April 2008
Skills
Leadership, Analysis, Project Management, Management, Strategic Planning, Process Improvement, Microsoft Excel, Microsoft Office, SharePoint, Access, PowerPoint, Bloomberg Terminal, Team Building, Customer Service, Sales, • Exceptional natural..., AS400, Sungard InvestOne, Advent (APX), Advent’s Report Writer..., REX, Adobe Acrobat, JIRA, Wall Street Office, •Financial Statements, •Customizable Reports, •Bank /Account..., •Exceptional verbal and..., •7 + years of..., •Bilingual: Near..., •LEAN Awareness...
Education
The University of Texas at Arlington - College of Business 2002 — 2006
Bachelor of Business Administration in Finance
Westwood Holdings Group, Inc. November 2014 - January 2015
Fidelity Investments LLC April 2008 - May 2014
Gaylord Entertainment Company April 2004 - April 2008
Skills
Leadership, Analysis, Project Management, Management, Strategic Planning, Process Improvement, Microsoft Excel, Microsoft Office, SharePoint, Access, PowerPoint, Bloomberg Terminal, Team Building, Customer Service, Sales, • Exceptional natural..., AS400, Sungard InvestOne, Advent (APX), Advent’s Report Writer..., REX, Adobe Acrobat, JIRA, Wall Street Office, •Financial Statements, •Customizable Reports, •Bank /Account..., •Exceptional verbal and..., •7 + years of..., •Bilingual: Near..., •LEAN Awareness...
Education
The University of Texas at Arlington - College of Business 2002 — 2006
Bachelor of Business Administration in Finance
Brett Young Brett Young's Westwood Holdings Group, Inc. Experience May 2014 - August 2014
Job Analyst at CPMG, Inc
Industry Investment Management
Experience
CPMG, Inc June 2015 - Present
Virtus Real Estate Capital August 2014 - May 2015
Westwood Holdings Group, Inc. May 2014 - August 2014
Benchmark Mortgage May 2013 - August 2013
JP Realty Partners May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Finance, Data Analysis, Teamwork, Valuation, Investments, Accounting, Financial Modeling, Equity Research, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Major in Finance, Minor in Accounting
CPMG, Inc June 2015 - Present
Virtus Real Estate Capital August 2014 - May 2015
Westwood Holdings Group, Inc. May 2014 - August 2014
Benchmark Mortgage May 2013 - August 2013
JP Realty Partners May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Finance, Data Analysis, Teamwork, Valuation, Investments, Accounting, Financial Modeling, Equity Research, Financial Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Major in Finance, Minor in Accounting
Evan Pastorelle Evan Pastorelle's Westwood Holdings Group, Inc. Experience May 2014 - January 2015
Job Liability Claims Representative at Esurance
Industry Marketing and Advertising
Experience
Esurance August 2015 - Present
Dickinson College August 2011 - May 2015
Westwood Holdings Group, Inc. May 2014 - January 2015
Orthofix May 2013 - August 2013
Minken & Associates PC May 2012 - August 2012
Red Bank Catholic September 2008 - March 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Social Media, QuickBooks, Social Networking, Social Media Marketing, Economics, PowerPoint, Auditing, Bank Reconciliation, Marketing Strategy, Marketing Communications, Social Skills, Finance, Financial Analysis, Account Management, Tax Accounting, Sales Management, Mathematics, Turbo Tax, International Economics, Spanish, Customer Service, Facebook, Data Analysis, Teamwork, Research, Time Management, Marketing, SPSS, Market Research, Sales, English, Communication
Education
Dickinson College 2011 — 2015
International Business and Management, Major: International Business, Minor: Economics & Spanish, 3.2/4.0
Red Bank Catholic High School 2007 — 2011
3.56/4.0 GPA
Esurance August 2015 - Present
Dickinson College August 2011 - May 2015
Westwood Holdings Group, Inc. May 2014 - January 2015
Orthofix May 2013 - August 2013
Minken & Associates PC May 2012 - August 2012
Red Bank Catholic September 2008 - March 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Social Media, QuickBooks, Social Networking, Social Media Marketing, Economics, PowerPoint, Auditing, Bank Reconciliation, Marketing Strategy, Marketing Communications, Social Skills, Finance, Financial Analysis, Account Management, Tax Accounting, Sales Management, Mathematics, Turbo Tax, International Economics, Spanish, Customer Service, Facebook, Data Analysis, Teamwork, Research, Time Management, Marketing, SPSS, Market Research, Sales, English, Communication
Education
Dickinson College 2011 — 2015
International Business and Management, Major: International Business, Minor: Economics & Spanish, 3.2/4.0
Red Bank Catholic High School 2007 — 2011
3.56/4.0 GPA
Lauren Cassidy Hill Lauren Cassidy Hill's Westwood Holdings Group, Inc. Experience July 2015 - Present
Job Analyst at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. July 2015 - Present
Northern Border Investments March 2011 - June 2015
JPMorgan Chase February 2010 - March 2011
Principled Capital December 2009 - February 2010
Cantillon Capital July 2008 - June 2009
Loomis Sayles June 2007 - August 2007
Sanford C. Bernstein November 2003 - July 2006
Skills
Equity Research, Portfolio Management, Equities, Value Investing, Investment Management, Investments, Hedge Funds, Financial Modeling, Equity Valuation, Mutual Funds, Valuation, Capital Markets, Bloomberg, Due Diligence, Asset Management, Asset Allocation, Trading, Emerging Markets, Alternative Investments, Securities, Risk Management, Investment Banking, Asset Managment, Equity Trading, Financial Services
Education
Columbia University - Columbia Business School 2006 — 2008
MBA with Honors, Finance
Southern Methodist University - Cox School of Business 1998 — 2003
BBA with Honors, Finance & Accounting
Westwood Holdings Group, Inc. July 2015 - Present
Northern Border Investments March 2011 - June 2015
JPMorgan Chase February 2010 - March 2011
Principled Capital December 2009 - February 2010
Cantillon Capital July 2008 - June 2009
Loomis Sayles June 2007 - August 2007
Sanford C. Bernstein November 2003 - July 2006
Skills
Equity Research, Portfolio Management, Equities, Value Investing, Investment Management, Investments, Hedge Funds, Financial Modeling, Equity Valuation, Mutual Funds, Valuation, Capital Markets, Bloomberg, Due Diligence, Asset Management, Asset Allocation, Trading, Emerging Markets, Alternative Investments, Securities, Risk Management, Investment Banking, Asset Managment, Equity Trading, Financial Services
Education
Columbia University - Columbia Business School 2006 — 2008
MBA with Honors, Finance
Southern Methodist University - Cox School of Business 1998 — 2003
BBA with Honors, Finance & Accounting
Mihaela Marinova Mihaela Marinova's Westwood Holdings Group, Inc. Experience June 2014 - Present
Job Research Associate at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. June 2014 - Present
Bank of Texas November 2013 - March 2014
Irwin Academic Center February 2013 - May 2013
Engineering Career Services October 2012 - May 2013
Noodles & Company August 2008 - August 2012
U of I Physics Department January 2010 - September 2011
Skills
Statistics, Valuation, Financial Modeling, Financial Statement..., Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Java, OriginLab, LaTeX, Matlab
Education
The University of Texas at Austin 2013 — 2014
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Physics, Minor in Mathematics
Westwood Holdings Group, Inc. June 2014 - Present
Bank of Texas November 2013 - March 2014
Irwin Academic Center February 2013 - May 2013
Engineering Career Services October 2012 - May 2013
Noodles & Company August 2008 - August 2012
U of I Physics Department January 2010 - September 2011
Skills
Statistics, Valuation, Financial Modeling, Financial Statement..., Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Java, OriginLab, LaTeX, Matlab
Education
The University of Texas at Austin 2013 — 2014
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Physics, Minor in Mathematics
Karthik Ravikumar Karthik Ravikumar's Westwood Holdings Group, Inc. Experience June 2015 - Present
Job Operations Analyst Intern at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. June 2015 - Present
Ed Gurukul Enrichment Academy May 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, SAS, Teamwork, Valuation, Data Analysis, Leadership, Trust Operations, Research
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Finance
The University of Texas at Austin 2012 — 2016
Bachelor of Science (BS), Statistics
Westwood Holdings Group, Inc. June 2015 - Present
Ed Gurukul Enrichment Academy May 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, SAS, Teamwork, Valuation, Data Analysis, Leadership, Trust Operations, Research
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (B.A.), Quantitative Finance
The University of Texas at Austin 2012 — 2016
Bachelor of Science (BS), Statistics
Kim M. Calhoun, QPA Kim M. Calhoun, QPA's Westwood Holdings Group, Inc. Experience October 1996 - Present
Job SVP, Institutional Sales & Client Service at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. October 1996 - Present
Education
The University of Texas at Dallas
Bachelor of Arts, Interdisciplinary Studies, Magna Cum Laude
Westwood Holdings Group, Inc. October 1996 - Present
Education
The University of Texas at Dallas
Bachelor of Arts, Interdisciplinary Studies, Magna Cum Laude
Christa Maxwell, CFA, CIPM's Westwood Holdings Group, Inc. Experience June 2015 - Present
Job Vice President, Institutional Sales and Client Service
Industry Financial Services
Experience
Westwood Holdings Group, Inc. June 2015 - Present
Thornburg Investment Management January 2005 - June 2015
Morgan Stanley January 2004 - January 2005
Allstate January 2000 - January 2004
Skills
Asset Allocation, Asset Management, Series 7, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds, Trading, Fixed Income, Series 63, Investment Advisory, ETFs, Bloomberg
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Westwood Holdings Group, Inc. June 2015 - Present
Thornburg Investment Management January 2005 - June 2015
Morgan Stanley January 2004 - January 2005
Allstate January 2000 - January 2004
Skills
Asset Allocation, Asset Management, Series 7, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Hedge Funds, Trading, Fixed Income, Series 63, Investment Advisory, ETFs, Bloomberg
Education
The University of New Mexico - Robert O. Anderson School of Management 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Jakob Tobler's Westwood Holdings Group, Inc. Experience June 2014 - July 2014
Job Junior Analyst at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors June 2015 - Present
Hanson Wells Partners August 2014 - May 2015
Westwood Holdings Group, Inc. June 2014 - July 2014
NEPC August 2012 - May 2014
Allegiant Air June 2011 - August 2012
University of Nevada Las Vegas January 2009 - May 2012
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master’s Degree, Finance
University of Nevada-Las Vegas 2008 — 2012
Bachelor’s Degree, Business Administration
Tortoise Capital Advisors June 2015 - Present
Hanson Wells Partners August 2014 - May 2015
Westwood Holdings Group, Inc. June 2014 - July 2014
NEPC August 2012 - May 2014
Allegiant Air June 2011 - August 2012
University of Nevada Las Vegas January 2009 - May 2012
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master’s Degree, Finance
University of Nevada-Las Vegas 2008 — 2012
Bachelor’s Degree, Business Administration
Sylvia Fry Sylvia Fry's Westwood Holdings Group, Inc. Experience February 2013 - Present
Job Senior Vice President and Chief Compliance Officer at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. February 2013 - Present
westwood holdings group, inc. July 1997 - Present
Texas Department of Banking May 1986 - June 1997
Education
University of North Texas 1983 — 1986
BBA, Finance
Ennis High School 1979 — 1982
Westwood Holdings Group, Inc. February 2013 - Present
westwood holdings group, inc. July 1997 - Present
Texas Department of Banking May 1986 - June 1997
Education
University of North Texas 1983 — 1986
BBA, Finance
Ennis High School 1979 — 1982
Diana Vaughn Diana Vaughn's Westwood Holdings Group, Inc. Experience December 2014 - Present
Job Director, Accounting & Financial Reporting at Westwood Holdings Group, Inc.
Industry Restaurants
Experience
Westwood Holdings Group, Inc. December 2014 - Present
CEC Entertainment January 2013 - December 2014
Dean Foods January 2010 - January 2012
KPMG US January 2005 - December 2010
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Accounting
Westwood Holdings Group, Inc. December 2014 - Present
CEC Entertainment January 2013 - December 2014
Dean Foods January 2010 - January 2012
KPMG US January 2005 - December 2010
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Accounting
Hillary (Allbritton) Kokes's Westwood Holdings Group, Inc. Experience May 2002 - November 2004
Job Independent Marketing Consultant
Industry Marketing and Advertising
Experience
SAS Institute June 2010 - August 2011
SAS Institute October 2006 - June 2010
Sabre Airline Solutions February 2006 - June 2006
Sabre Airline Solutions June 2005 - August 2005
Westwood Holdings Group, Inc. May 2002 - November 2004
ABN AMRO Securities September 2000 - May 2002
LAMP Technologies LLC September 1999 - July 2000
Skills
Analytics, Strategy, Marketing Strategy, Product Marketing, Long-term Customer..., Contract Negotiation, Contractors, Manage Client..., Client Relations Skills, SAS, CRM, Marketing, Web Analytics, Program Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2005
MBA, Marketing & International Business
Texas A&M University 1993 — 1998
BS, Agribusiness & Animal Science
SAS Institute June 2010 - August 2011
SAS Institute October 2006 - June 2010
Sabre Airline Solutions February 2006 - June 2006
Sabre Airline Solutions June 2005 - August 2005
Westwood Holdings Group, Inc. May 2002 - November 2004
ABN AMRO Securities September 2000 - May 2002
LAMP Technologies LLC September 1999 - July 2000
Skills
Analytics, Strategy, Marketing Strategy, Product Marketing, Long-term Customer..., Contract Negotiation, Contractors, Manage Client..., Client Relations Skills, SAS, CRM, Marketing, Web Analytics, Program Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2005
MBA, Marketing & International Business
Texas A&M University 1993 — 1998
BS, Agribusiness & Animal Science
Murray (Terry) Forbes III's Westwood Holdings Group, Inc. Experience January 2015 - Present
Job Vice President, Finance at Westwood Holdings Group
Industry Accounting
Experience
Westwood Holdings Group, Inc. January 2015 - Present
CEC Entertainment December 2012 - December 2014
CEC Entertainment December 2012 - June 2014
KPMG LLP July 2007 - December 2012
KPMG LLP July 2005 - 2007
KPMG LLP July 2002 - June 2005
Education
University of Richmond - Robins School of Business 1996 — 2000
Madison High School
Westwood Holdings Group, Inc. January 2015 - Present
CEC Entertainment December 2012 - December 2014
CEC Entertainment December 2012 - June 2014
KPMG LLP July 2007 - December 2012
KPMG LLP July 2005 - 2007
KPMG LLP July 2002 - June 2005
Education
University of Richmond - Robins School of Business 1996 — 2000
Madison High School
Samantha Breen's Westwood Holdings Group, Inc. Experience October 2014 - Present
Job Associate VP, Operations/Investment Analyst at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors May 2011 - September 2014
Aviva Investors April 2006 - May 2011
Mail Boxes Etc / The UPS Store June 2002 - March 2006
Skills
Management, Budgets, Training, Leadership, Asset Management, Vendor Management, Project Management, Auditing, Retail, Executive..., Convertible Bonds, Fixed Income, QuickBooks, Investments, Compliance
Education
Boston University - Center for Professional Education 2007 — 2007
Accounting
Emerson College 2001 — 2005
BA, Visual and Media Arts
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors May 2011 - September 2014
Aviva Investors April 2006 - May 2011
Mail Boxes Etc / The UPS Store June 2002 - March 2006
Skills
Management, Budgets, Training, Leadership, Asset Management, Vendor Management, Project Management, Auditing, Retail, Executive..., Convertible Bonds, Fixed Income, QuickBooks, Investments, Compliance
Education
Boston University - Center for Professional Education 2007 — 2007
Accounting
Emerson College 2001 — 2005
BA, Visual and Media Arts
Sheana Suek's Westwood Holdings Group, Inc. Experience March 2015 - Present
Job Integrated Marketing
Industry Financial Services
Experience
Westwood Holdings Group, Inc. March 2015 - Present
Ameriprise Financial May 2012 - March 2015
Ameriprise Financial Services, Inc. April 2009 - May 2012
Ameriprise Financial April 2004 - March 2009
American Express January 2000 - April 2004
American Express September 1998 - January 2000
Jostens November 1994 - September 1998
Skills
Marketing Strategy, Direct Marketing, Internal Communications, Email Marketing, Marketing, Integrated Marketing, Strategic Planning, Strategic Communications, Series 7, Digital Marketing, Multi-channel Marketing, Corporate Communications, Competitive Analysis, Cross-functional Team..., B2B Marketing, Content Management, Project Management, Strategic Partnerships, CRM
Education
Southwestern University 1990 — 1994
Bachelor's degree, International Relations and Affairs
Westwood Holdings Group, Inc. March 2015 - Present
Ameriprise Financial May 2012 - March 2015
Ameriprise Financial Services, Inc. April 2009 - May 2012
Ameriprise Financial April 2004 - March 2009
American Express January 2000 - April 2004
American Express September 1998 - January 2000
Jostens November 1994 - September 1998
Skills
Marketing Strategy, Direct Marketing, Internal Communications, Email Marketing, Marketing, Integrated Marketing, Strategic Planning, Strategic Communications, Series 7, Digital Marketing, Multi-channel Marketing, Corporate Communications, Competitive Analysis, Cross-functional Team..., B2B Marketing, Content Management, Project Management, Strategic Partnerships, CRM
Education
Southwestern University 1990 — 1994
Bachelor's degree, International Relations and Affairs
Addison Awe's Westwood Holdings Group, Inc. Experience March 2015 - Present
Job Product/Strategy Specialist at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. March 2015 - Present
Crow Holdings Capital - Investment Partners June 2012 - Present
Salient Partners August 2009 - June 2012
Hill Investment Group August 2008 - November 2008
Seefried Properties, Inc. May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Editing, Budget, Bloomberg Terminal
Education
Saint Louis University 2008 — 2009
MBA, Finance
Rice University 2004 — 2008
B.A., Double Major - Managerial Studies & Kinesiology
JCP
JCP
Westwood Holdings Group, Inc. March 2015 - Present
Crow Holdings Capital - Investment Partners June 2012 - Present
Salient Partners August 2009 - June 2012
Hill Investment Group August 2008 - November 2008
Seefried Properties, Inc. May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Editing, Budget, Bloomberg Terminal
Education
Saint Louis University 2008 — 2009
MBA, Finance
Rice University 2004 — 2008
B.A., Double Major - Managerial Studies & Kinesiology
JCP
JCP
David Franke's Westwood Holdings Group, Inc. Experience February 2015 - Present
Job Production Analyst at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. February 2015 - Present
MPE Dallas September 2008 - Present
NTPCUG August 2008 - Present
Presbyterian Hospital- Flower Room October 2012 - February 2015
Computers for the Blind June 2007 - February 2015
King of Glory June 2008 - May 2013
Shepherd’s Center of North Dallas July 2010 - February 2013
Harvey McLean and Associates, Inc February 2012 - March 2012
Presbyterian Hospital- Information Desk December 2009 - September 2011
Presbyterian Hospital- Hospital Security October 2009 - December 2009
Skills
Web Design, Graphic Design, Computer Hardware, Dreamweaver, Databases, SharePoint, HTML, Adobe Creative Suite, CSS, Access, WordPress, Photoshop, Social Media, SEO, InDesign, Illustrator, Web Development, Facebook, Marketing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
Busines, MIS
Richland Community College 2000 — 2003
Associate, Sciences
Lake Highlands High School 1998 — 2000
Westwood Holdings Group, Inc. February 2015 - Present
MPE Dallas September 2008 - Present
NTPCUG August 2008 - Present
Presbyterian Hospital- Flower Room October 2012 - February 2015
Computers for the Blind June 2007 - February 2015
King of Glory June 2008 - May 2013
Shepherd’s Center of North Dallas July 2010 - February 2013
Harvey McLean and Associates, Inc February 2012 - March 2012
Presbyterian Hospital- Information Desk December 2009 - September 2011
Presbyterian Hospital- Hospital Security October 2009 - December 2009
Skills
Web Design, Graphic Design, Computer Hardware, Dreamweaver, Databases, SharePoint, HTML, Adobe Creative Suite, CSS, Access, WordPress, Photoshop, Social Media, SEO, InDesign, Illustrator, Web Development, Facebook, Marketing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
Busines, MIS
Richland Community College 2000 — 2003
Associate, Sciences
Lake Highlands High School 1998 — 2000
Rebecca Grunewald's Westwood Holdings Group, Inc. Experience November 2009 - Present
Job Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. November 2009 - Present
SecondMarket, Inc. August 2006 - July 2009
Education
Furman University 2002 — 2006
BA, Business Administration
Westwood Holdings Group, Inc. November 2009 - Present
SecondMarket, Inc. August 2006 - July 2009
Education
Furman University 2002 — 2006
BA, Business Administration
Kimberly Gor Rice's Westwood Holdings Group, Inc. Experience August 2002 - August 2010
Job AVP, Trust & Retirement
Industry Financial Services
Experience
Westwood Holdings Group, Inc. / Westwood Trust August 2010 - July 2014
Westwood Holdings Group, Inc. August 2002 - August 2010
Skills
Asset Management, Asset Allocation, Customer Service, Marketing, Wealth Management
Education
Baylor University 1998 — 2002
BBA, Marketing
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Marketing
Westwood Holdings Group, Inc. / Westwood Trust August 2010 - July 2014
Westwood Holdings Group, Inc. August 2002 - August 2010
Skills
Asset Management, Asset Allocation, Customer Service, Marketing, Wealth Management
Education
Baylor University 1998 — 2002
BBA, Marketing
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Marketing
Kate Foley's Westwood Holdings Group, Inc. Experience October 2015 - Present
Job Marketing Associate at Westwood Holdings Group, Inc.
Industry Marketing and Advertising
Experience
Westwood Holdings Group, Inc. October 2015 - Present
Wilde Agency January 2015 - June 2015
Wilde Agency April 2014 - January 2015
Universal Wilde July 2013 - April 2014
Boston Lobsters Tennis Team July 2012 - August 2012
Boston Breakers June 2012 - August 2012
Eidos Institute July 2011 - January 2012
Bank of New Hampshire May 2010 - July 2010
Skills
Marketing, Facebook, Market Research, Advertising, Social Media, Social Networking, Marketing Communications, Microsoft Word, Microsoft Excel, Social Media Marketing, PowerPoint, Public Speaking, Microsoft Office, Event Planning, Event Management, Consumer Behaviour, Media Planning
Education
Fairfield University 2009 — 2013
Bachelor of Science, Marketing
Australian Catholic University 2011 — 2011
Westwood Holdings Group, Inc. October 2015 - Present
Wilde Agency January 2015 - June 2015
Wilde Agency April 2014 - January 2015
Universal Wilde July 2013 - April 2014
Boston Lobsters Tennis Team July 2012 - August 2012
Boston Breakers June 2012 - August 2012
Eidos Institute July 2011 - January 2012
Bank of New Hampshire May 2010 - July 2010
Skills
Marketing, Facebook, Market Research, Advertising, Social Media, Social Networking, Marketing Communications, Microsoft Word, Microsoft Excel, Social Media Marketing, PowerPoint, Public Speaking, Microsoft Office, Event Planning, Event Management, Consumer Behaviour, Media Planning
Education
Fairfield University 2009 — 2013
Bachelor of Science, Marketing
Australian Catholic University 2011 — 2011
Daniel B. House's Westwood Holdings Group, Inc. Experience March 2014 - Present
Job Associate at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. March 2014 - Present
Education
Southern Methodist University 2007 — 2011
Bachelor of Science (BS), Economics with Finance Applications
St. Andrew's Episcopal School (Potomac, MD)
Westwood Holdings Group, Inc. March 2014 - Present
Education
Southern Methodist University 2007 — 2011
Bachelor of Science (BS), Economics with Finance Applications
St. Andrew's Episcopal School (Potomac, MD)
Jeffrey Melvin's Westwood Holdings Group, Inc. Experience August 2015 - Present
Job VP Trading Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. August 2015 - Present
Raymond James Financial Inc. April 2012 - July 2015
Morgan Keegan 2003 - March 2012
Prime Executions, Inc. 2001 - 2003
Education
SUNY Albany 1997 — 2001
BS, Business Administration
Pittsford Sutherland 1994 — 1997
Westwood Holdings Group, Inc. August 2015 - Present
Raymond James Financial Inc. April 2012 - July 2015
Morgan Keegan 2003 - March 2012
Prime Executions, Inc. 2001 - 2003
Education
SUNY Albany 1997 — 2001
BS, Business Administration
Pittsford Sutherland 1994 — 1997
Craig Whitten's Westwood Holdings Group, Inc. Experience August 2002 - July 2013
Job Consultant
Industry Investment Management
Experience
Westwood Holdings Group, Inc. August 2002 - July 2013
AMRESCO July 1997 - August 2002
KPMG US September 1993 - May 1994
Skills
Financial Reporting, SEC filings, Accounting, Supervision, GAAP, Accounting Applications, General Ledger, Investments, Asset Management
Education
Texas A&M University 1987 — 1991
Bachelor of Arts (BA), Economics, minors in Accounting and German
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
Master's degree, Professional Accounting
Westwood Holdings Group, Inc. August 2002 - July 2013
AMRESCO July 1997 - August 2002
KPMG US September 1993 - May 1994
Skills
Financial Reporting, SEC filings, Accounting, Supervision, GAAP, Accounting Applications, General Ledger, Investments, Asset Management
Education
Texas A&M University 1987 — 1991
Bachelor of Arts (BA), Economics, minors in Accounting and German
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
Master's degree, Professional Accounting
David Clott's Westwood Holdings Group, Inc. Experience October 2014 - Present
Job Senior Portfolio Manager at Westwood Holdings Group, Inc.
Industry Investment Management
Experience
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors September 1999 - September 2014
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Investments, Capital Markets, Derivatives, Investment Banking
Education
Bryant University
Westwood Holdings Group, Inc. October 2014 - Present
Aviva Investors September 1999 - September 2014
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Investments, Capital Markets, Derivatives, Investment Banking
Education
Bryant University
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group