William C. Conner Educational Investment Fund
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William C. Conner Educational Investment Fund Employees
Employee
Years
Job
Industry
Jonathan Startz Jonathan Startz's William C. Conner Educational Investment Fund Experience June 2012 - December 2012
Job CoFounder at MassCatalyst
Industry Financial Services
Experience
MassCatalyst January 2014 - Present
VMG Health July 2013 - August 2014
William C. Conner Educational Investment Fund June 2012 - December 2012
Paradigm Capital Corporation January 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Corporate Finance, Equities, Valuation, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration, Finance and Entrepreneurial Management
MassCatalyst January 2014 - Present
VMG Health July 2013 - August 2014
William C. Conner Educational Investment Fund June 2012 - December 2012
Paradigm Capital Corporation January 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, PowerPoint, Corporate Finance, Equities, Valuation, Microsoft Office
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration, Finance and Entrepreneurial Management
Jack Jolliffe Jack Jolliffe's William C. Conner Educational Investment Fund Experience August 2015 - Present
Job Neeley Fellow at Texas Christian University
Industry Financial Services
Experience
Panther Capital Group August 2015 - Present
William C. Conner Educational Investment Fund August 2015 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Q Investments December 2014 - May 2015
Southwest Airlines May 2014 - August 2014
Lead Experts, LLC May 2013 - June 2013
Saccomano Academics 2011 - 2012
Mountain Pool Management 2009 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Microsoft Access, Microsoft Sharepoint, Microsoft Office, Public Speaking, SQL, Java, Teamwork, Critical Thinking, Outcome focused, Problem Solving, Final Cut Pro, Access, SharePoint
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance (Mathematics and Accounting double minor), 3.8
Cherry Creek High School 2008 — 2012
Panther Capital Group August 2015 - Present
William C. Conner Educational Investment Fund August 2015 - Present
J.P. Morgan Asset Management June 2015 - August 2015
Q Investments December 2014 - May 2015
Southwest Airlines May 2014 - August 2014
Lead Experts, LLC May 2013 - June 2013
Saccomano Academics 2011 - 2012
Mountain Pool Management 2009 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Team Leadership, Microsoft Access, Microsoft Sharepoint, Microsoft Office, Public Speaking, SQL, Java, Teamwork, Critical Thinking, Outcome focused, Problem Solving, Final Cut Pro, Access, SharePoint
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance (Mathematics and Accounting double minor), 3.8
Cherry Creek High School 2008 — 2012
Neeraj Dutt Neeraj Dutt's William C. Conner Educational Investment Fund Experience December 2013 - July 2014
Job Global Pharmaceutical BPA
Industry Pharmaceuticals
Experience
Alcon, a Novartis company June 2015 - Present
Alcon, a Novartis company May 2014 - March 2015
William C. Conner Educational Investment Fund December 2013 - July 2014
Alcon, a Novartis company December 2013 - May 2014
National Bank for Agriculture and Rural Development December 2009 - June 2013
NABARD Consultancy Services August 2010 - October 2010
Skills
Finance, Banking, Strategy, Project Finance, Financial Analysis, Financial Modeling, Corporate Finance, MIS, Valuation, Analysis, Investment Banking, Commercial Banking, Investments, Management, Portfolio Management, Economics, Derivatives, Equity Research, Risk Management, Investment Sales, Due Diligence, Credit, Asset Management, Project Management, Business Analysis, Credit Analysis, Auditing, Accounting, Retail Banking, Equities, Business Planning, Strategic Financial..., Management Consulting, Bloomberg Terminal, Loans, Business Strategy, Market Risk, Fixed Income, Financial Risk, Internal Audit, Capital Markets, Essbase, Financial Reporting, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Investments and Securities, Corporate Finance, Analytics, Corporate Law, Modeling, 3.75/4.0
Mahatma Jyotiba Phule (MJP) Rohilkhand University 2005 — 2007
Master of Commerce, Accounting, Finance, and Economics
Delhi University 2002 — 2005
Bachelor of Commerce (B.Com.), Business/Commerce, Finance, Taxation, Honors
Bishop Conrad
Alcon, a Novartis company June 2015 - Present
Alcon, a Novartis company May 2014 - March 2015
William C. Conner Educational Investment Fund December 2013 - July 2014
Alcon, a Novartis company December 2013 - May 2014
National Bank for Agriculture and Rural Development December 2009 - June 2013
NABARD Consultancy Services August 2010 - October 2010
Skills
Finance, Banking, Strategy, Project Finance, Financial Analysis, Financial Modeling, Corporate Finance, MIS, Valuation, Analysis, Investment Banking, Commercial Banking, Investments, Management, Portfolio Management, Economics, Derivatives, Equity Research, Risk Management, Investment Sales, Due Diligence, Credit, Asset Management, Project Management, Business Analysis, Credit Analysis, Auditing, Accounting, Retail Banking, Equities, Business Planning, Strategic Financial..., Management Consulting, Bloomberg Terminal, Loans, Business Strategy, Market Risk, Fixed Income, Financial Risk, Internal Audit, Capital Markets, Essbase, Financial Reporting, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Investments and Securities, Corporate Finance, Analytics, Corporate Law, Modeling, 3.75/4.0
Mahatma Jyotiba Phule (MJP) Rohilkhand University 2005 — 2007
Master of Commerce, Accounting, Finance, and Economics
Delhi University 2002 — 2005
Bachelor of Commerce (B.Com.), Business/Commerce, Finance, Taxation, Honors
Bishop Conrad
Bret Hildebrandt Bret Hildebrandt's William C. Conner Educational Investment Fund Experience August 2015 - Present
Job Analyst for William C. Conner Educational Investment Fund
Industry Financial Services
Experience
William C. Conner Educational Investment Fund August 2015 - Present
Citi June 2015 - Present
Q Investments August 2014 - May 2015
Tudor, Pickering, Holt & Co. August 2014 - December 2014
Beta Theta Pi November 2013 - December 2014
City of Fort Worth May 2014 - August 2014
Texas Christian University August 2013 - May 2014
St. Charles Country Club May 2011 - May 2014
St. Charles Sportsplex March 2011 - January 2013
Skills
Leadership, Teamwork, Time Management, Social Networking, Recruiting, Team Leadership, Business Planning, Microsoft Office, Public Speaking, Logistics, Customer Service, Academic Achievement, Budgets, Windows, Access, Internal Audit, Auditing, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, 3.87
South Elgin High School 2008 — 2012
William C. Conner Educational Investment Fund August 2015 - Present
Citi June 2015 - Present
Q Investments August 2014 - May 2015
Tudor, Pickering, Holt & Co. August 2014 - December 2014
Beta Theta Pi November 2013 - December 2014
City of Fort Worth May 2014 - August 2014
Texas Christian University August 2013 - May 2014
St. Charles Country Club May 2011 - May 2014
St. Charles Sportsplex March 2011 - January 2013
Skills
Leadership, Teamwork, Time Management, Social Networking, Recruiting, Team Leadership, Business Planning, Microsoft Office, Public Speaking, Logistics, Customer Service, Academic Achievement, Budgets, Windows, Access, Internal Audit, Auditing, Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, 3.87
South Elgin High School 2008 — 2012
Christine Anding Christine Anding's William C. Conner Educational Investment Fund Experience August 2015 - Present
Job Equity Research Intern at Luther King Capital Management, M.J. Neeley School of Business, John V. Roach Honors College
Industry Financial Services
Experience
William C. Conner Educational Investment Fund August 2015 - Present
Goldman Sachs June 2015 - Present
Luther King Capital Management March 2014 - Present
Parker School Uniforms June 2011 - August 2013
Skills
Leadership, Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Communication Skills, Financial Reporting, Investments, Planning Budgeting &..., Financial Modeling, Equity Valuation, Equity Research
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance and Accounting, Sophomore
Nolan Catholic High School, 2012 2008 — 2012
William C. Conner Educational Investment Fund August 2015 - Present
Goldman Sachs June 2015 - Present
Luther King Capital Management March 2014 - Present
Parker School Uniforms June 2011 - August 2013
Skills
Leadership, Team Leadership, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Communication Skills, Financial Reporting, Investments, Planning Budgeting &..., Financial Modeling, Equity Valuation, Equity Research
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2016
Bachelor's Degree, Finance and Accounting, Sophomore
Nolan Catholic High School, 2012 2008 — 2012
August Gildner, CFA's William C. Conner Educational Investment Fund Experience May 2014 - August 2014
Job Vice President at GrowCo Capital, LLC
Industry Investment Management
Experience
GrowCo Capital May 2015 - Present
Cowtown Angels May 2014 - May 2015
ValueScope, Inc. February 2015 - April 2015
Basic Energy Services April 2014 - December 2014
William C. Conner Educational Investment Fund May 2014 - August 2014
Markit October 2010 - July 2013
Markit November 2007 - October 2010
Thomson Reuters August 2006 - October 2007
Edward Jones October 2004 - June 2006
Skills
Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equities, Portfolio Management, Structured Finance, Financial Modeling, Financial Markets, Asset Management, Bloomberg, Bonds, Alternative Investments, Securities, Oil & Gas, Financial Analysis, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
MBA, Finance, General
Vanderbilt University 2000 — 2004
Bachelor of Arts (B.A.), Economics and German
GrowCo Capital May 2015 - Present
Cowtown Angels May 2014 - May 2015
ValueScope, Inc. February 2015 - April 2015
Basic Energy Services April 2014 - December 2014
William C. Conner Educational Investment Fund May 2014 - August 2014
Markit October 2010 - July 2013
Markit November 2007 - October 2010
Thomson Reuters August 2006 - October 2007
Edward Jones October 2004 - June 2006
Skills
Fixed Income, Capital Markets, Derivatives, Valuation, Hedge Funds, Equities, Portfolio Management, Structured Finance, Financial Modeling, Financial Markets, Asset Management, Bloomberg, Bonds, Alternative Investments, Securities, Oil & Gas, Financial Analysis, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
MBA, Finance, General
Vanderbilt University 2000 — 2004
Bachelor of Arts (B.A.), Economics and German
Varun Gadia Varun Gadia's William C. Conner Educational Investment Fund Experience January 2015 - August 2015
Job 2016 MBA Candidate at Texas Christian University (TCU)
Industry Financial Services
Experience
Alcon, a Novartis company June 2015 - Present
William C. Conner Educational Investment Fund January 2015 - August 2015
GM Financial January 2015 - May 2015
Perennial System 2012 - 2014
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Project Management, Business Analysis, Qualitative Research, Requirements Gathering, User Experience, Requirements Analysis, Gap Analysis, Team Leadership, Microsoft Office, Team Management, Strategic Planning, Marketing Strategy, IT Strategy, Relationship Marketing, Consulting, Management, SQL, Portfolio Management, Analysis, Finance, Cost Accounting, Financial Reporting, Financial Accounting, Investment Management, Relationship Management
Education
Texas Christian University - M.J. Neeley School of Business 2014 — 2016
Master of Business Administration (MBA), 3.72
University of Pune 2008 — 2012
Bachelor of Engineering (BE), Computer Science
Alcon, a Novartis company June 2015 - Present
William C. Conner Educational Investment Fund January 2015 - August 2015
GM Financial January 2015 - May 2015
Perennial System 2012 - 2014
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Project Management, Business Analysis, Qualitative Research, Requirements Gathering, User Experience, Requirements Analysis, Gap Analysis, Team Leadership, Microsoft Office, Team Management, Strategic Planning, Marketing Strategy, IT Strategy, Relationship Marketing, Consulting, Management, SQL, Portfolio Management, Analysis, Finance, Cost Accounting, Financial Reporting, Financial Accounting, Investment Management, Relationship Management
Education
Texas Christian University - M.J. Neeley School of Business 2014 — 2016
Master of Business Administration (MBA), 3.72
University of Pune 2008 — 2012
Bachelor of Engineering (BE), Computer Science
Huy Minh Le Huy Minh Le's William C. Conner Educational Investment Fund Experience June 2014 - December 2014
Job Investment Banking Summer Analyst at Thien Viet Securities
Industry Investment Banking
Experience
Thien Viet Securities May 2015 - Present
Vietnamese Student Association September 2013 - Present
LP Analyst January 2015 - May 2015
William C. Conner Educational Investment Fund June 2014 - December 2014
VinaCapital - Vietnam Infrastructure Limited (VNI) May 2013 - July 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Academic Achievement, Research, Data Analysis, Analysis, Teamwork, Market Research, Financial Modeling, Equity Valuation, Corporate Finance
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8
Thien Viet Securities May 2015 - Present
Vietnamese Student Association September 2013 - Present
LP Analyst January 2015 - May 2015
William C. Conner Educational Investment Fund June 2014 - December 2014
VinaCapital - Vietnam Infrastructure Limited (VNI) May 2013 - July 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Academic Achievement, Research, Data Analysis, Analysis, Teamwork, Market Research, Financial Modeling, Equity Valuation, Corporate Finance
Education
Texas Christian University - M.J. Neeley School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8
Zachary Harris Zachary Harris's William C. Conner Educational Investment Fund Experience May 2015 - July 2015
Job Quantitative Analyst at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. February 2014 - Present
William C. Conner Educational Investment Fund May 2015 - July 2015
Lockheed Martin May 2009 - February 2014
Stonehenge Capital May 2008 - August 2008
Skills
Financial Analysis, Project Finance, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Forecasting, Data Analysis, SAP, Risk Management, Budgets, VBA, MS Excel Pivot Tables, Due Diligence, Investments, Finance, Valuation, Management
Education
Texas Christian University - M.J. Neeley School of Business 2014 — 2016
Master of Business Administration (MBA)
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
BBA, Finance
Oak Hill Advisors, L.P. February 2014 - Present
William C. Conner Educational Investment Fund May 2015 - July 2015
Lockheed Martin May 2009 - February 2014
Stonehenge Capital May 2008 - August 2008
Skills
Financial Analysis, Project Finance, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Forecasting, Data Analysis, SAP, Risk Management, Budgets, VBA, MS Excel Pivot Tables, Due Diligence, Investments, Finance, Valuation, Management
Education
Texas Christian University - M.J. Neeley School of Business 2014 — 2016
Master of Business Administration (MBA)
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
BBA, Finance
Thao Do Thao Do's William C. Conner Educational Investment Fund Experience January 2010 - July 2010
Job Analyst Industrials at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2012 - July 2015
GE Capital June 2011 - August 2011
Global Hunter Securities May 2010 - August 2010
William C. Conner Educational Investment Fund January 2010 - July 2010
Q Investments May 2009 - December 2009
Texas Christian University August 2008 - December 2008
Skills
Equity Research, DCF, NPV, Business Valuation, Auditing, Corporate Finance, Investments, DDM, Accounting, Financial Modeling, Financial Analysis, Datastream, SDC, Capital IQ, Salesforce.com, Academic Achievement, Bloomberg, Event Management, Team Leadership, Analysis, Finance, Portfolio Management, Trading, Options, Equity Valuation
Education
Texas Christian University 2011 — 2012
Master of Accounting, Accounting, 3.8
Texas Christian University 2007 — 2011
Bachelor of Business Administration, Finance & Accounting major; Energy Technology & Management minor
Othello High School 2006 — 2007
High School Diploma, General Studies
Le Hong Phong High School 2004 — 2006
Goldman Sachs July 2015 - Present
Goldman Sachs June 2012 - July 2015
GE Capital June 2011 - August 2011
Global Hunter Securities May 2010 - August 2010
William C. Conner Educational Investment Fund January 2010 - July 2010
Q Investments May 2009 - December 2009
Texas Christian University August 2008 - December 2008
Skills
Equity Research, DCF, NPV, Business Valuation, Auditing, Corporate Finance, Investments, DDM, Accounting, Financial Modeling, Financial Analysis, Datastream, SDC, Capital IQ, Salesforce.com, Academic Achievement, Bloomberg, Event Management, Team Leadership, Analysis, Finance, Portfolio Management, Trading, Options, Equity Valuation
Education
Texas Christian University 2011 — 2012
Master of Accounting, Accounting, 3.8
Texas Christian University 2007 — 2011
Bachelor of Business Administration, Finance & Accounting major; Energy Technology & Management minor
Othello High School 2006 — 2007
High School Diploma, General Studies
Le Hong Phong High School 2004 — 2006
Annie Maguire Annie Maguire's William C. Conner Educational Investment Fund Experience August 2015 - Present
Job Investment Banking Summer Analyst at Barclays
Industry
Experience
William C. Conner Educational Investment Fund August 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Satori Capital August 2014 - December 2014
WASH Multifamily Laundry Systems May 2014 - August 2014
Flintridge Sacred Heart Academy June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, English, Research, Outlook, Negotiation, Public Speaking, Windows, Photoshop, Social Media, Leadership, Teamwork
Education
Texas Christian University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Flintridge Sacred Heart Academy 2008 — 2012
William C. Conner Educational Investment Fund August 2015 - Present
Barclays Investment Bank June 2015 - August 2015
Satori Capital August 2014 - December 2014
WASH Multifamily Laundry Systems May 2014 - August 2014
Flintridge Sacred Heart Academy June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, English, Research, Outlook, Negotiation, Public Speaking, Windows, Photoshop, Social Media, Leadership, Teamwork
Education
Texas Christian University 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Flintridge Sacred Heart Academy 2008 — 2012
Tanner Murphy Tanner Murphy's William C. Conner Educational Investment Fund Experience August 2013 - May 2014
Job Equity/Industry Research Associate Automobiles/Auto Parts at Bloomberg LP
Industry Oil & Energy
Experience
Bloomberg LP June 2014 - Present
William C. Conner Educational Investment Fund August 2013 - May 2014
M.J. Neeley School of Business August 2012 - May 2014
Sigma Phi Epsilon TX Gamma December 2012 - December 2013
Satori Capital June 2013 - August 2013
Energy & Exploration Partners October 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Sigma Phi Epsilon TX Gamma January 2011 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Analytical Skills, Teamwork, Hardworking, PowerPoint, Public Speaking, Research, Management, Budgets, Accounting
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration, Finance Major and Accounting Minor, 3.92/4.0
Bloomberg LP June 2014 - Present
William C. Conner Educational Investment Fund August 2013 - May 2014
M.J. Neeley School of Business August 2012 - May 2014
Sigma Phi Epsilon TX Gamma December 2012 - December 2013
Satori Capital June 2013 - August 2013
Energy & Exploration Partners October 2012 - January 2013
Ameriprise Financial Services, Inc. June 2012 - August 2012
Sigma Phi Epsilon TX Gamma January 2011 - August 2012
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Analytical Skills, Teamwork, Hardworking, PowerPoint, Public Speaking, Research, Management, Budgets, Accounting
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration, Finance Major and Accounting Minor, 3.92/4.0
Lan Tran, FRM Lan Tran, FRM's William C. Conner Educational Investment Fund Experience August 2010 - May 2011
Job Senior Financial Analyst, FP&A
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2015 - Present
Beal Financial Corporation April 2013 - July 2015
Bank of New York Mellon September 2012 - March 2013
Center Coast Capital Advisors, LP May 2012 - August 2012
William C. Conner Educational Investment Fund August 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Fixed Income, Analysis, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Finance, Investments, Equities, Equity Research, Team Leadership, Academic Achievement, Financial Reporting
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Double Major in Accounting and Finance
University of Missouri-Saint Louis 2008 — 2008
BBA, Accounting and Finance
Santander Consumer USA Inc. August 2015 - Present
Beal Financial Corporation April 2013 - July 2015
Bank of New York Mellon September 2012 - March 2013
Center Coast Capital Advisors, LP May 2012 - August 2012
William C. Conner Educational Investment Fund August 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Fixed Income, Analysis, Bloomberg, Portfolio Management, Mergers & Acquisitions, Trading, Finance, Investments, Equities, Equity Research, Team Leadership, Academic Achievement, Financial Reporting
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
BBA, Double Major in Accounting and Finance
University of Missouri-Saint Louis 2008 — 2008
BBA, Accounting and Finance
Brock Hensarling Brock Hensarling's William C. Conner Educational Investment Fund Experience June 2011 - July 2011
Job Land Manager & Director of Research at Shepherd Royalty LLC
Industry Oil & Energy
Experience
Shepherd Royalty LLC September 2011 - Present
CASE Commercial Real Estate Partners June 2011 - September 2011
William C. Conner Educational Investment Fund June 2011 - July 2011
William C. Conner Educational Investment Fund January 2011 - May 2011
Grand Lake Yacht Club June 2006 - July 2010
Skills
Valuation, Due Diligence, Equities, Microsoft Excel, Real Estate, Portfolio Management, Investments, Oil & Gas Industry, Upstream, Royalties, Social Media, E&P, Customer Service, Grinding, Investor Relations, Sailing, Sailing Instruction, Negotiating Leases
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Finance
Shepherd Royalty LLC September 2011 - Present
CASE Commercial Real Estate Partners June 2011 - September 2011
William C. Conner Educational Investment Fund June 2011 - July 2011
William C. Conner Educational Investment Fund January 2011 - May 2011
Grand Lake Yacht Club June 2006 - July 2010
Skills
Valuation, Due Diligence, Equities, Microsoft Excel, Real Estate, Portfolio Management, Investments, Oil & Gas Industry, Upstream, Royalties, Social Media, E&P, Customer Service, Grinding, Investor Relations, Sailing, Sailing Instruction, Negotiating Leases
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Finance
Creighton Bassett Creighton Bassett's William C. Conner Educational Investment Fund Experience December 2013 - May 2014
Job Investment Associate at Schusterman Family Office
Industry Investment Management
Experience
Schusterman Family Office June 2014 - Present
William C. Conner Educational Investment Fund December 2013 - May 2014
Tudor, Pickering, Holt & Co. August 2013 - December 2013
William C. Conner Educational Investment Fund August 2013 - December 2013
Tenaska January 2012 - July 2013
Tenaska April 2008 - December 2011
Morgan Stanley Smith Barney August 2007 - April 2008
Skills
Energy, Analysis, Energy Markets, Due Diligence, Solar Energy, Natural Gas, Market Analysis, Strategic Planning, Gas, Engineering, Power Generation, Leadership, Renewable Energy, Commodity Markets, Multi-cultural Team..., Financial Analysis, Project Planning, Negotiation, Financial Modeling, Finance, Portfolio Management, Investments, Commodity, Equity Research, Trading, Valuation, Equities, Project Finance, Hedging, Hedge Funds, Corporate Finance, Private Equity
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2014
Master of Business Administration (MBA), Investments
University of Nebraska-Lincoln 2004 — 2008
Major: Finance, Minor: Economics
University of Oxford 2006 — 2006
Economics
Schusterman Family Office June 2014 - Present
William C. Conner Educational Investment Fund December 2013 - May 2014
Tudor, Pickering, Holt & Co. August 2013 - December 2013
William C. Conner Educational Investment Fund August 2013 - December 2013
Tenaska January 2012 - July 2013
Tenaska April 2008 - December 2011
Morgan Stanley Smith Barney August 2007 - April 2008
Skills
Energy, Analysis, Energy Markets, Due Diligence, Solar Energy, Natural Gas, Market Analysis, Strategic Planning, Gas, Engineering, Power Generation, Leadership, Renewable Energy, Commodity Markets, Multi-cultural Team..., Financial Analysis, Project Planning, Negotiation, Financial Modeling, Finance, Portfolio Management, Investments, Commodity, Equity Research, Trading, Valuation, Equities, Project Finance, Hedging, Hedge Funds, Corporate Finance, Private Equity
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2014
Master of Business Administration (MBA), Investments
University of Nebraska-Lincoln 2004 — 2008
Major: Finance, Minor: Economics
University of Oxford 2006 — 2006
Economics
Benjamin Westcott Benjamin Westcott's William C. Conner Educational Investment Fund Experience July 2014 - January 2015
Job Senior Associate at ValueScope, Inc.
Industry Financial Services
Experience
ValueScope, Inc. May 2015 - Present
Cook Children's Health Care System June 2014 - May 2015
William C. Conner Educational Investment Fund July 2014 - January 2015
Tudor, Pickering, Holt & Co. August 2014 - December 2014
William C. Conner Educational Investment Fund June 2014 - July 2014
Neeley and Associates Consulting November 2013 - May 2014
University Plaza Hotel & Convention Center January 2012 - May 2013
John Q. Hammons Hotels & Resorts May 2006 - August 2008
Skills
Hospitality, Customer Service, Catering, Customer Satisfaction, Budgets, Financial Analysis, Strategic Leadership, Marketing Strategy, Corporate Finance, Corporate Development, Financial Statements, Equity Valuation, Business Valuation, Leadership, Valuation, Management, Finance, Investments, Microsoft Excel
Education
Texas Christian University 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Missouri-Columbia 2008 — 2010
Bachelor of Science (B.S.), Business - Finance
Missouri Southern State University 2007 — 2008
Texas Christian University
ValueScope, Inc. May 2015 - Present
Cook Children's Health Care System June 2014 - May 2015
William C. Conner Educational Investment Fund July 2014 - January 2015
Tudor, Pickering, Holt & Co. August 2014 - December 2014
William C. Conner Educational Investment Fund June 2014 - July 2014
Neeley and Associates Consulting November 2013 - May 2014
University Plaza Hotel & Convention Center January 2012 - May 2013
John Q. Hammons Hotels & Resorts May 2006 - August 2008
Skills
Hospitality, Customer Service, Catering, Customer Satisfaction, Budgets, Financial Analysis, Strategic Leadership, Marketing Strategy, Corporate Finance, Corporate Development, Financial Statements, Equity Valuation, Business Valuation, Leadership, Valuation, Management, Finance, Investments, Microsoft Excel
Education
Texas Christian University 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Missouri-Columbia 2008 — 2010
Bachelor of Science (B.S.), Business - Finance
Missouri Southern State University 2007 — 2008
Texas Christian University
Jake Rehtmeyer Jake Rehtmeyer's William C. Conner Educational Investment Fund Experience June 2010 - December 2010
Job Commercial Underwriter at Woodforest National Bank
Industry Banking
Experience
Woodforest National Bank September 2015 - Present
EF Capital Management, LLC March 2015 - September 2015
Prudential Capital Group January 2012 - March 2015
XTO Energy November 2009 - December 2011
William C. Conner Educational Investment Fund June 2010 - December 2010
Neeley School of Business December 2009 - December 2010
Sigma Phi Epsilon January 2009 - December 2009
Youth Sports Council of Fort Worth May 2009 - August 2009
Skills
PowerPoint, Excel, Word, Budgeting, Valuation, Microsoft Word, Budgets, Academic Achievement, Finance, Team Leadership, Microsoft Excel, Financial Analysis, Leadership, Public Speaking
Education
Texas Christian University 2007 — 2011
B.B.A., Finance with an International Emphasis, Accounting
Universidad Pablo de Olavide 2011 — 2011
Study Abroad, Spanish
Omaha Westside High School 2003 — 2007
High School
Woodforest National Bank September 2015 - Present
EF Capital Management, LLC March 2015 - September 2015
Prudential Capital Group January 2012 - March 2015
XTO Energy November 2009 - December 2011
William C. Conner Educational Investment Fund June 2010 - December 2010
Neeley School of Business December 2009 - December 2010
Sigma Phi Epsilon January 2009 - December 2009
Youth Sports Council of Fort Worth May 2009 - August 2009
Skills
PowerPoint, Excel, Word, Budgeting, Valuation, Microsoft Word, Budgets, Academic Achievement, Finance, Team Leadership, Microsoft Excel, Financial Analysis, Leadership, Public Speaking
Education
Texas Christian University 2007 — 2011
B.B.A., Finance with an International Emphasis, Accounting
Universidad Pablo de Olavide 2011 — 2011
Study Abroad, Spanish
Omaha Westside High School 2003 — 2007
High School
Lucas Kowalewski's William C. Conner Educational Investment Fund Experience June 2011 - December 2011
Job Associate Leveraged Finance at ORIX USA
Industry Capital Markets
Experience
ORIX USA August 2015 - Present
BBVA Compass July 2013 - July 2015
BBVA Compass July 2012 - June 2013
William C. Conner Educational Investment Fund June 2011 - December 2011
Lockheed Martin Corporation June 2011 - August 2011
Dallas Mavericks October 2010 - May 2011
USAA June 2010 - August 2010
Skills
Budgets, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Finance, Microsoft Word, Financial Reporting, Strategic Planning, Forecasting, Event Planning, Team Leadership, Research, Social Media, Facebook, Portfolio Management, Analysis, Data Analysis, Access, Customer Service
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Marketing
ORIX USA August 2015 - Present
BBVA Compass July 2013 - July 2015
BBVA Compass July 2012 - June 2013
William C. Conner Educational Investment Fund June 2011 - December 2011
Lockheed Martin Corporation June 2011 - August 2011
Dallas Mavericks October 2010 - May 2011
USAA June 2010 - August 2010
Skills
Budgets, Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Finance, Microsoft Word, Financial Reporting, Strategic Planning, Forecasting, Event Planning, Team Leadership, Research, Social Media, Facebook, Portfolio Management, Analysis, Data Analysis, Access, Customer Service
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Marketing
Gyanendra Kumar Gyanendra Kumar's William C. Conner Educational Investment Fund Experience August 2014 - April 2015
Job MBA Finance, PMP & Six Sigma Green Belt Certified
Industry Investment Banking
Experience
Mercedes-Benz Financial Services USA LLC October 2014 - April 2015
William C. Conner Educational Investment Fund August 2014 - April 2015
Alcon, a Novartis company May 2014 - April 2015
Emerson Process Management May 2014 - August 2014
Neeley & Associates Consulting - Oncor Electric Delivery January 2014 - May 2014
Essar October 2012 - June 2013
Essar June 2011 - September 2012
Essar June 2010 - May 2011
Skills
Financial Modeling, Valuation, Analysis, Project Planning, Commissioning, Power Plants, Project Management, Engineering, Procurement, Strategy, Business Development, Construction, Budgets, Teamwork, Team Leadership, PowerPoint, Microsoft Excel, Leadership, Management, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
SRM University 2006 — 2010
B. Tech, Mechanical Engineering
St. Josephs High School 1993 — 2003
Higher Secondary Education, Science, A+
Mercedes-Benz Financial Services USA LLC October 2014 - April 2015
William C. Conner Educational Investment Fund August 2014 - April 2015
Alcon, a Novartis company May 2014 - April 2015
Emerson Process Management May 2014 - August 2014
Neeley & Associates Consulting - Oncor Electric Delivery January 2014 - May 2014
Essar October 2012 - June 2013
Essar June 2011 - September 2012
Essar June 2010 - May 2011
Skills
Financial Modeling, Valuation, Analysis, Project Planning, Commissioning, Power Plants, Project Management, Engineering, Procurement, Strategy, Business Development, Construction, Budgets, Teamwork, Team Leadership, PowerPoint, Microsoft Excel, Leadership, Management, Strategic Planning
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
SRM University 2006 — 2010
B. Tech, Mechanical Engineering
St. Josephs High School 1993 — 2003
Higher Secondary Education, Science, A+
Matt Beeson Matt Beeson's William C. Conner Educational Investment Fund Experience May 2012 - December 2012
Job Acquisitions Analyst at FirstCity Financial Corp
Industry Financial Services
Experience
FirstCity Financial Corp. June 2013 - Present
BNSF Next Generation Leadership Program August 2011 - May 2013
Almon Alexander LLC July 2012 - April 2013
William C. Conner Educational Investment Fund May 2012 - December 2012
XTO Energy June 2011 - March 2012
Skills
Due Diligence, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Junior
FirstCity Financial Corp. June 2013 - Present
BNSF Next Generation Leadership Program August 2011 - May 2013
Almon Alexander LLC July 2012 - April 2013
William C. Conner Educational Investment Fund May 2012 - December 2012
XTO Energy June 2011 - March 2012
Skills
Due Diligence, Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation
Education
Texas Christian University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Junior
Rob Stancliffe MBA Rob Stancliffe MBA's William C. Conner Educational Investment Fund Experience January 2012 - May 2012
Job Analyst Pharmaceutical at Alcon Laboratories, Inc.
Industry Pharmaceuticals
Experience
Alcon Laboratories, Inc. June 2012 - Present
Alcon Laboratories, Inc. October 2011 - June 2012
William C Conner Educational Investment Fund January 2012 - May 2012
Texas Christian University August 2010 - May 2012
Texas Christian University February 2011 - February 2012
William C Conner Educational Investment Fund August 2011 - December 2011
AT&T June 2011 - August 2011
Webcor Commercial Real Estate Services June 2010 - June 2011
First Command June 2006 - July 2010
First Command June 2002 - June 2006
Skills
Bloomberg Terminal, Business Analysis, Financial Analysis, VBA, Excel, Access, Brazilian Portuguese, Essbase, Cognos, Crystal Ball, Monte Carlo Simulation, Equity Research, Equity Valuation, Financial Modeling, Portfolio Management, CFA Level III Candidate, SQL, Forecasting, Attribution Modeling, Microsoft Excel, Differential Resourcing, Opportunity..., Response Modeling, Valuation, Economics, Competitive Analysis, Analysis, Strategy, Sales, Cross-functional Team..., Leadership, Finance, Investments, Management, Product Management, Training, Budgets, Data Analysis, Business Development, Marketing Strategy, Marketing, Chartered Financial..., SaaS, Accounting, Corporate Finance, Financial Services, Analytics, Equities, Risk Management, Strategic Financial...
Education
Texas Christian University 2010 — 2012
MBA, Finance, 3.89
Columbia College 2003 — 2005
BS/BA, Business Management/Finance, 3.9
Tarrant County College 1999 — 2002
AA, General Studies, 3.9
Knox College 1995 — 1996
art, music, whatever
Cornell University 1994 — 1994
4.0
Alcon Laboratories, Inc. June 2012 - Present
Alcon Laboratories, Inc. October 2011 - June 2012
William C Conner Educational Investment Fund January 2012 - May 2012
Texas Christian University August 2010 - May 2012
Texas Christian University February 2011 - February 2012
William C Conner Educational Investment Fund August 2011 - December 2011
AT&T June 2011 - August 2011
Webcor Commercial Real Estate Services June 2010 - June 2011
First Command June 2006 - July 2010
First Command June 2002 - June 2006
Skills
Bloomberg Terminal, Business Analysis, Financial Analysis, VBA, Excel, Access, Brazilian Portuguese, Essbase, Cognos, Crystal Ball, Monte Carlo Simulation, Equity Research, Equity Valuation, Financial Modeling, Portfolio Management, CFA Level III Candidate, SQL, Forecasting, Attribution Modeling, Microsoft Excel, Differential Resourcing, Opportunity..., Response Modeling, Valuation, Economics, Competitive Analysis, Analysis, Strategy, Sales, Cross-functional Team..., Leadership, Finance, Investments, Management, Product Management, Training, Budgets, Data Analysis, Business Development, Marketing Strategy, Marketing, Chartered Financial..., SaaS, Accounting, Corporate Finance, Financial Services, Analytics, Equities, Risk Management, Strategic Financial...
Education
Texas Christian University 2010 — 2012
MBA, Finance, 3.89
Columbia College 2003 — 2005
BS/BA, Business Management/Finance, 3.9
Tarrant County College 1999 — 2002
AA, General Studies, 3.9
Knox College 1995 — 1996
art, music, whatever
Cornell University 1994 — 1994
4.0
Garrett Turner Garrett Turner's William C. Conner Educational Investment Fund Experience June 2013 - December 2013
Job Sr. Strategic Pricing Manager at AT&T
Industry Telecommunications
Experience
AT&T May 2014 - Present
Cook Children's Health Care System June 2013 - May 2014
William C. Conner Educational Investment Fund June 2013 - December 2013
Mercedes-Benz USA February 2013 - May 2013
Five Star Auto Care May 2006 - May 2012
Skills
Management, Financial Analysis, Investments, Finance, Leadership, Analysis, Entrepreneurship, Start-ups, Accounting, Sales, Goal Oriented, Equity Research, Due Diligence, Financial Modeling, Forecasting, Valuation, Bloomberg, Private Equity, Equities, Venture Capital, Corporate Finance
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Investments
CSU Sacramento 2006 — 2009
Bachelor of Science (BS), Finance, General
AT&T May 2014 - Present
Cook Children's Health Care System June 2013 - May 2014
William C. Conner Educational Investment Fund June 2013 - December 2013
Mercedes-Benz USA February 2013 - May 2013
Five Star Auto Care May 2006 - May 2012
Skills
Management, Financial Analysis, Investments, Finance, Leadership, Analysis, Entrepreneurship, Start-ups, Accounting, Sales, Goal Oriented, Equity Research, Due Diligence, Financial Modeling, Forecasting, Valuation, Bloomberg, Private Equity, Equities, Venture Capital, Corporate Finance
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Investments
CSU Sacramento 2006 — 2009
Bachelor of Science (BS), Finance, General
Katherine Jolliffe Katherine Jolliffe's William C. Conner Educational Investment Fund Experience May 2011 - December 2011
Job Associate at Deloitte Transactions and Business Analytics LLP
Industry Financial Services
Experience
Deloitte Transactions and Business Analytics LLP November 2013 - Present
Deloitte Financial Advisory Services September 2012 - November 2013
Lockheed Martin May 2011 - January 2012
William C. Conner Educational Investment Fund May 2011 - December 2011
OmniAmerican Bank January 2011 - May 2011
Tudor Pickering & Holt August 2010 - December 2010
National Renewable Energy Laboratory May 2009 - July 2009
Skills
Business Valuation, PowerPoint, Microsoft Excel, Public Speaking, Corporate Finance, Leadership, Event Planning, Market Research, Academic Achievement, Management, Equity Research, Finance, Commercial Real Estate, Capital IQ, Real Estate Transactions, Purchase Price..., Bloomberg Terminal, Intangible Assets, Team Leadership, Appraisals, Social Media Marketing, Networking, Valuation
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.75
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Deloitte Transactions and Business Analytics LLP November 2013 - Present
Deloitte Financial Advisory Services September 2012 - November 2013
Lockheed Martin May 2011 - January 2012
William C. Conner Educational Investment Fund May 2011 - December 2011
OmniAmerican Bank January 2011 - May 2011
Tudor Pickering & Holt August 2010 - December 2010
National Renewable Energy Laboratory May 2009 - July 2009
Skills
Business Valuation, PowerPoint, Microsoft Excel, Public Speaking, Corporate Finance, Leadership, Event Planning, Market Research, Academic Achievement, Management, Equity Research, Finance, Commercial Real Estate, Capital IQ, Real Estate Transactions, Purchase Price..., Bloomberg Terminal, Intangible Assets, Team Leadership, Appraisals, Social Media Marketing, Networking, Valuation
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General, 3.75
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Matthew Fisser, CPA's William C. Conner Educational Investment Fund Experience June 2009 - December 2009
Job Audit Senior Associate at KPMG
Industry Accounting
Experience
KPMG June 2011 - Present
Beta Alpha Psi March 2009 - May 2010
KPMG January 2010 - March 2010
William C. Conner Educational Investment Fund June 2009 - December 2009
The Home Depot October 2005 - July 2006
The Home Depot October 2005 - July 2006
Skills
Financial Modeling, Accounting, Analysis, Auditing, Financial Statements, Financial Reporting, GAAP, Financial Accounting
Education
Texas Christian University 2010 — 2011
Masters, Accounting
Texas Christian University 2006 — 2010
BBA, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Accounting
KPMG June 2011 - Present
Beta Alpha Psi March 2009 - May 2010
KPMG January 2010 - March 2010
William C. Conner Educational Investment Fund June 2009 - December 2009
The Home Depot October 2005 - July 2006
The Home Depot October 2005 - July 2006
Skills
Financial Modeling, Accounting, Analysis, Auditing, Financial Statements, Financial Reporting, GAAP, Financial Accounting
Education
Texas Christian University 2010 — 2011
Masters, Accounting
Texas Christian University 2006 — 2010
BBA, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Accounting
Martin Kolitsov's William C. Conner Educational Investment Fund Experience June 2007 - May 2008
Job Corporate Tax Representative at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters January 2009 - Present
William C. Conner Educational Investment Fund June 2007 - May 2008
KPMG 2006 - 2006
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor's, Finance, Accounting
Thomson Reuters January 2009 - Present
William C. Conner Educational Investment Fund June 2007 - May 2008
KPMG 2006 - 2006
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor's, Finance, Accounting
Taylor J. McKittrick's William C. Conner Educational Investment Fund Experience December 2009 - August 2010
Job Equity Trader at Slotnik Capital Management
Industry Investment Management
Experience
Slotnik Capital Management May 2010 - Present
William C. Conner Educational Investment Fund December 2009 - August 2010
Corbin & Co. Capital Management November 2008 - May 2010
Marcus & Millichap August 2008 - November 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Finance, Microsoft Excel, Equity Research, Microsoft Office, Due Diligence, Portfolio Management, Equity Trading, Hedge Funds, Merger Arbitrage, Risk Arbitrage, Event Driven, Bloomberg Terminal, M&A analysis, Equity Research Analysis, DCF Valuation, Entrepreneurship
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration-August 2010: Finance major, Energy Technology & Management minor
Slotnik Capital Management May 2010 - Present
William C. Conner Educational Investment Fund December 2009 - August 2010
Corbin & Co. Capital Management November 2008 - May 2010
Marcus & Millichap August 2008 - November 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Finance, Microsoft Excel, Equity Research, Microsoft Office, Due Diligence, Portfolio Management, Equity Trading, Hedge Funds, Merger Arbitrage, Risk Arbitrage, Event Driven, Bloomberg Terminal, M&A analysis, Equity Research Analysis, DCF Valuation, Entrepreneurship
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
Bachelor of Business Administration-August 2010: Finance major, Energy Technology & Management minor
Sagar Bathija's William C. Conner Educational Investment Fund Experience June 2010 - December 2010
Job Associate at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs July 2011 - Present
Q Investments August 2010 - April 2011
William C. Conner Educational Investment Fund June 2010 - December 2010
Global Hunter Securities June 2010 - August 2010
Paterson & Co. June 2009 - July 2009
Reliance Capital July 2008 - August 2008
Skills
Private Equity, Equities, Equity Research, Investment Banking, Business Analysis, Alternative Investments, Investments, Financial Modeling, Capital IQ, Structured Finance, Microsoft Office, Valuation, Team Leadership, Academic Achievement, Bloomberg, LBO, Special Situations, Corporate Finance
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Finance & Accounting
Goldman Sachs July 2011 - Present
Q Investments August 2010 - April 2011
William C. Conner Educational Investment Fund June 2010 - December 2010
Global Hunter Securities June 2010 - August 2010
Paterson & Co. June 2009 - July 2009
Reliance Capital July 2008 - August 2008
Skills
Private Equity, Equities, Equity Research, Investment Banking, Business Analysis, Alternative Investments, Investments, Financial Modeling, Capital IQ, Structured Finance, Microsoft Office, Valuation, Team Leadership, Academic Achievement, Bloomberg, LBO, Special Situations, Corporate Finance
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
BBA, Finance & Accounting
Shawn Wescott's William C. Conner Educational Investment Fund Experience December 2014 - Present
Job Senior Financial Analyst FP&A
Industry Retail
Experience
Michaels Stores, Inc. May 2015 - Present
William C. Conner Educational Investment Fund December 2014 - Present
Michaels Stores, Inc. February 2015 - May 2015
Neeley & Associates May 2014 - May 2015
AT&T May 2014 - August 2014
Neeley & Associates January 2014 - May 2014
Dallas Area Habitat for Humanity July 2010 - July 2013
TCF Bank October 2009 - July 2010
Dallas Area Habitat for Humanity August 2008 - October 2009
Skills
Budgets, Microsoft Excel, Microsoft Office, Project Planning, Customer Service, Strategic Planning, Project Management, Microsoft Word, PowerPoint, Contract Negotiation, Leadership, Contract Management, Sales, Community Outreach, Public Speaking, Volunteer Management, Construction, Management, Operations Management, Nonprofits, Team Building, Event Planning, Leadership Development, Strategy, Program Management, Event Management, Building Relationships, Analysis, Training, Data Analysis, Program Development, Public Relations, Grant Writing, Blogging, Community Development, SmartDraw, Marketing, Process Improvement, Consulting, Cross-functional Team..., Research, Finance, Financial Analysis, Marketing Strategy, Team Leadership
Education
Texas Christian University 2013 — 2015
Master of Business Administration (MBA), Finance
Gustavus Adolphus College 2004 — 2008
Bachelors of Science, Economics
Michaels Stores, Inc. May 2015 - Present
William C. Conner Educational Investment Fund December 2014 - Present
Michaels Stores, Inc. February 2015 - May 2015
Neeley & Associates May 2014 - May 2015
AT&T May 2014 - August 2014
Neeley & Associates January 2014 - May 2014
Dallas Area Habitat for Humanity July 2010 - July 2013
TCF Bank October 2009 - July 2010
Dallas Area Habitat for Humanity August 2008 - October 2009
Skills
Budgets, Microsoft Excel, Microsoft Office, Project Planning, Customer Service, Strategic Planning, Project Management, Microsoft Word, PowerPoint, Contract Negotiation, Leadership, Contract Management, Sales, Community Outreach, Public Speaking, Volunteer Management, Construction, Management, Operations Management, Nonprofits, Team Building, Event Planning, Leadership Development, Strategy, Program Management, Event Management, Building Relationships, Analysis, Training, Data Analysis, Program Development, Public Relations, Grant Writing, Blogging, Community Development, SmartDraw, Marketing, Process Improvement, Consulting, Cross-functional Team..., Research, Finance, Financial Analysis, Marketing Strategy, Team Leadership
Education
Texas Christian University 2013 — 2015
Master of Business Administration (MBA), Finance
Gustavus Adolphus College 2004 — 2008
Bachelors of Science, Economics
Martin Kolitsov's William C. Conner Educational Investment Fund Experience July 2007 - May 2008
Job ONESOURCE Specialist/Senior Product Support at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters Tax & Accounting Inc. March 2013 - July 2013
Thomson Reuters Tax & Accounting Inc. March 2012 - March 2013
Thomson Reuters Tax & Accounting Inc. January 2009 - March 2012
Thomson Reuters July 2008 - August 2008
William C. Conner Educational Investment Fund July 2007 - May 2008
KPMG Bulgaria OOD July 2006 - August 2006
Skills
Teamwork, Team Leadership, Communication Skills, Presentations, Corporate Finance, Financial Analysis, Tax Accounting, Corporate Tax, Tax Software, Financial Modeling, Tax, Budgets
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
B.B.A., Finance, Accounting
Texas Christian University 2004 — 2008
B.B.A., Finance and Accounting
Thomson Reuters Tax & Accounting Inc. March 2013 - July 2013
Thomson Reuters Tax & Accounting Inc. March 2012 - March 2013
Thomson Reuters Tax & Accounting Inc. January 2009 - March 2012
Thomson Reuters July 2008 - August 2008
William C. Conner Educational Investment Fund July 2007 - May 2008
KPMG Bulgaria OOD July 2006 - August 2006
Skills
Teamwork, Team Leadership, Communication Skills, Presentations, Corporate Finance, Financial Analysis, Tax Accounting, Corporate Tax, Tax Software, Financial Modeling, Tax, Budgets
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
B.B.A., Finance, Accounting
Texas Christian University 2004 — 2008
B.B.A., Finance and Accounting