Linscomb & Williams Nov 2007 - Mar 2011
Chief Financial Officer
Ypm Interests Nov 2007 - Mar 2011
President and Chief Executive Officer
Us Fiduciary Apr 2004 - May 2007
Chief Operating Officer
Vista Analytics Sep 1997 - Apr 2004
Founder and Managing Partner
Education:
Uc Santa Barbara 1989 - 2004
Bachelors, Bachelor of Arts, Psychology, Accounting
Rice University 1994 - 1996
Master of Business Administration, Masters, Entrepreneurship, Finance
Uc Santa Barbara 1994
Bachelors, Bachelor of Arts
University of California
Skills:
Investments Strategic Financial Planning Finance Management Financial Analysis Investment Management Financial Planning Wealth Management Alternative Investments Private Equity Investment Advisory Mergers and Acquisitions International Business Consulting Project Finance Asset Management Financial Modeling Strategic Planning Portfolio Management Risk Management Financial Services Mergers Due Diligence Professional Services Business Administration Technical Services Customer Service Management Customer Service Customer Management Sales and Marketing Leadership Capital Markets Business Development International Business Development Customer Relationship Management Board Relations C Suite Strategic Leadership Strategic Consulting Generally Accepted Accounting Principles Transaction Advisory Services Leadership Written Communication Decision Making Project Management Forcasting
Interests:
Social Services Children Economic Empowerment Politics Education Poverty Alleviation Science and Technology Disaster and Humanitarian Relief Animal Welfare Health
Trinity Institute Tehuacana, TX 2013 to 2014 College grounds manager, landscaping, labor workTrinity Institute Dallas, TX 2013 to 2014 Actor/ModelSbarro, Texas Tech University Lubbock, TX 2012 to 2013 SalesMINOCQUA COUNTRY CLUB Minocqua, WI 2011 to 2012 Golf caddy/assistant pro shop sales