Resumes
Resumes

Founder
View pageLocation:
Houston, TX
Industry:
Financial Services
Work:
Alex. Brown, A Division of Raymond James Feb 2019 - Aug 2020
Vice President- Client Advisor
Eh Consulting Feb 2019 - Aug 2020
Founder
Hilltop Securities Inc. Jan 2016 - Apr 2018
Branch Manager
Deutsche Bank Apr 2011 - Apr 2012
Client Advisor, Vice President
Merrill Lynch May 1977 - Sep 2008
First Vice President
Vice President- Client Advisor
Eh Consulting Feb 2019 - Aug 2020
Founder
Hilltop Securities Inc. Jan 2016 - Apr 2018
Branch Manager
Deutsche Bank Apr 2011 - Apr 2012
Client Advisor, Vice President
Merrill Lynch May 1977 - Sep 2008
First Vice President
Education:
The Wharton School 1974 - 1977
Bachelors, Bachelor of Science, Finance St. Stephen's High School 1969 - 1973
Bachelors, Bachelor of Science, Finance St. Stephen's High School 1969 - 1973
Skills:
Equities
Investments
Portfolio Management
Securities
Private Equity
Finance
Derivatives
Investment Management
Bonds
Fixed Income
Funding
Hedge Funds
Asset Allocation
Investment Advisory
Alternative Investments
Venture Capital
Leadership
Valuation
Investment Strategies
Capital Markets
Mergers and Acquisitions
Estate Planning
Wealth Management
Financial Risk
Corporate Finance
Private Banking
Mutual Funds
Emerging Markets
Due Diligence
Banking
Trading
Retirement
Options
Management
Financial Advisory
Investments
Portfolio Management
Securities
Private Equity
Finance
Derivatives
Investment Management
Bonds
Fixed Income
Funding
Hedge Funds
Asset Allocation
Investment Advisory
Alternative Investments
Venture Capital
Leadership
Valuation
Investment Strategies
Capital Markets
Mergers and Acquisitions
Estate Planning
Wealth Management
Financial Risk
Corporate Finance
Private Banking
Mutual Funds
Emerging Markets
Due Diligence
Banking
Trading
Retirement
Options
Management
Financial Advisory
Interests:
Science and Technology
Education
Arts and Culture
Health
Education
Arts and Culture
Health
