Westwood Trust
Industry: Company
DescriptionParent organization: Westwood Holdings Group Inc Subsidiary: Westwood Trust
Westwood Trust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Westwood Trust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Westwood Trust Employees
Rodan + Fields Dermatologists July 2013 - Present
MasonBaronet, Inc. May 2013 - Present
Westwood Trust September 2011 - April 2013
Trust Management Network December 2009 - September 2011
Knight Capital Group August 2005 - November 2009
PlainsCapital Bank August 2004 - August 2005
Direct Trading Institutional August 2002 - July 2004
Skills
Customer Relations, Series 7, Securities, Management, CRM, Customer Service, Direct Sales
Education
Texas A&M University - Mays Business School 1998 — 2002
BBA, Marketing
Weitz Investment Management April 2014 - Present
Westwood Trust November 2010 - April 2014
McCarthy Group Advisors June 2008 - November 2010
AllianceBernstein L.P January 2005 - April 2008
AllianceBernstein L.P June 2003 - January 2005
AllianceBernstein L.P June 2001 - June 2003
Atrium Marketing Group June 1999 - April 2001
Education
Loyola University Chicago 1995 — 1999
Bachelor, Business Administration - Marketing
Marian High School 1991 — 1995
Westwood Trust August 2014 - Present
Education
University of California, Santa Barbara
Bank of America August 2014 - Present
Bank of America August 2013 - July 2014
Bank of America June 2012 - July 2013
Westwood Trust September 2011 - January 2012
Capview Partners June 2011 - August 2011
ACS, a Xerox Company May 2010 - November 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equities
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Whitley Penn January 2015 - March 2015
Henry B. Paup & Associates June 2013 - December 2014
TCU Kappa Sigma Fraternity November 2013 - October 2014
Westwood Trust May 2012 - June 2013
Skills
Microsoft Word, Teamwork, Outlook, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Accounting, Equity Research, Microsoft Office, Research, Tax
Education
Texas Christian University 2015 — 2016
Master’s Degree, Master of Accounting-Financial Reporting and Valuation
Texas Christian University 2011 — 2015
Bachelor of Business Administration (B.B.A.) 2015, Accounting
Westwood Trust May 2015 - Present
Troske Financial Group November 2014 - April 2015
Phi Kappa Psi April 2014 - August 2014
Phi Kappa Psi April 2013 - April 2014
Skills
Customer Service, Leadership, Management, Sales, Time Management, Financial Analysis, Recruiting, Public Speaking, Social Media, Social Networking, Finance, Microsoft Excel, Microsoft Office, Research
Education
University of Nebraska-Lincoln 2012 — 2016
Bachelor of Science (BS), Finance and Economics
University of Oxford 2014 — 2014
Economics
Westwood Trust February 2006 - Present
Westwood Trust January 2002 - February 2006
Westwood Trust December 1999 - January 2002
Education
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Westwood Trust March 2012 - Present
Jefferies & Company July 2002 - December 2011
The Crossroads Group 2001 - 2002
Skills
Equities, Excel, Bloomberg, Word, Series 7, Lotus Notes, Outlook, Series 63, Equity Trading
Education
Stephen F. Austin State University 1992 — 1996
BBA, Management/Marketing
Nelson, Van Denburg & Campbell Wealth Management Group, LLC October 2013 - Present
Westwood Trust December 2010 - October 2013
McCarthy Group Advisors LLC October 1998 - November 2010
McMannama & Associates March 1988 - October 1998
Skills
Wealth Management, Retirement Planning, Asset Management, Investment Advisory, Portfolio Management, Investments
Education
University of Nebraska at Omaha 1976 — 1985
BS, Business Administration