MBA
University of North Texas - 1979
Professional Preparation
M.S. - Business Administration with a Minor in Banking and Finance
University of North Texas - 1976
University of North Texas - 1976
Appointments
Senior Lecturer
University of Texas at Dallas [2005–Present]
University of Texas at Dallas [2005–Present]
Indepent Consultant
Plano, TX [2002–Present]
Plano, TX [2002–Present]
Portfolio Manager/ Vice President
Merrill Lynch Inv. Mgrs. [2001–2002]
Merrill Lynch Inv. Mgrs. [2001–2002]
Vice President, Corporate Finance
Citigroup, Irving, TX [2000–2001]
Citigroup, Irving, TX [2000–2001]
Managing Director, Research
Samco Capital Markets, Dallas, TX [1998–2000]
Samco Capital Markets, Dallas, TX [1998–2000]
Indepent Consultant
Plano, TX [1997–1998]
Plano, TX [1997–1998]
Senior Investment Analyst, Vice President
Stephens Inc. AK [1988–1997]
Stephens Inc. AK [1988–1997]
Senior Vice President, Director of Market Valuations
Ferguson & Company, Dallas, TX [1986–1988]
Ferguson & Company, Dallas, TX [1986–1988]
Vice President, Director of Financial Research
Weber, Hall, Sale & Associates, Inc., Dallas, TX [1984–1986]
Weber, Hall, Sale & Associates, Inc., Dallas, TX [1984–1986]
Vice President, Senior Securities Analyst
Rauscher Pierce Refsnes, Inc., Dallas, TX [1980–1984]
Rauscher Pierce Refsnes, Inc., Dallas, TX [1980–1984]
Additional Information
Hobbies and Other Interests
- Member, Southwest Conflict and Resolution Network and Financial Executives’ Networking Group
- Competitive Sports, Youth Athletic Coach, Business Manager and Grade 8 U.S. Soccer Federation Referee
Education
SOUTHERN METHODIST UNIVERSITY, Dallas, Texas
- Graduate Studies Certificate in Conflict & Dispute Resolution (May 2006) GPA 3.9
UNIVERSITY OF NORTH TEXAS, Denton, Texas
-
MBA (magna cum laude) - Finance
- Dean’s List
- Outstanding MBA (Finance) Student, UNT. Wall Street Journal Award
- Outstanding MBA (Finance) Student, Financial Executives’ Institute
UNIVERSITY OF NORTH TEXAS, Denton, Texas
-
BBA (cum laude) - Finance
- Dean’s List
- Alpha Chi National Honor Society, Beta Gamma Sigma, National Scholastic Honorary Society for Business Students, Blue Key National Honor Fraternity, Alumni Secretary and Delta Sigma Pi Professional Business Fraternity, VP for Professional Activities