Capgemini Consulting 2012 - Dec 2015
National Leader | Financial Services
Lindner Capital Advisors, Inc. 2009 - 2011
President | Financial Services
Rlpartners 1 2009 - 2011
Managing Partner, Founder
Raymond James 2006 - 2009
Senior Vice President- Investment
Merrill Lynch 1983 - 2005
Senior Managing Director, First Vice President
Education:
The Wharton School 2014 - 2018
The Wharton School 1998 - 2000
Lamar University;Mba, Finance, Top of the Grad Class;;
Master of Business Administration, Masters, Finance
Lamar University
Bachelors, Bachelor of Science, Chemistry
Lamar University
Master of Business Administration, Masters, Finance
Skills:
Wealth Management Investments Financial Services Asset Management Capital Markets Portfolio Management Financial Advisory Securities Investment Strategies Mutual Funds Equities Leadership Risk Management Investment Management Asset Allocation Investment Advisory Fixed Income Alternative Investments Venture Capital Private Equity Investment Banking Hedge Funds Finance Valuation Corporate Finance Asset Managment Financial Markets Trading Banking Financial Modeling Bonds Financial Risk Management Strategy Marketing Project Management Sales Management Business Development Financial Analysis Business Strategy Strategic Planning Retirement Planning Consulting Sales Research Teamwork Public Speaking