| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President (Associate Director) |
ORIX Corporation USA |
Greater New York City Area |
Nov 2019–Present |
1 yr 7 mos |
| 2 |
Director of Mergers and Acquisitions |
Lexitas |
Dallas/Fort Worth Area |
Sep 2016–Nov 2019 |
3 yrs 3 mos |
| 3 |
Associate |
First Southwest Company |
Dallas, Texas |
Sep 2015–Sep 2016 |
1 yr 1 mo |
| 4 |
Associate |
Cockrell Interests, Inc. |
Houston, TX |
Jul 2014–Aug 2015 |
1 yr 2 mos |
| 5 |
Senior Portfolio Analyst |
GE Capital |
Irving, Texas |
Jan 2014–Jul 2014 |
7 mos |
| 6 |
Commercial Leadership Program |
GE Capital |
Irving, TX |
Jan 2012–Dec 2013 |
2 yrs |
| 7 |
Financial Analyst |
Accenture |
Irving, TX |
Jun 2011–Jan 2012 |
8 mos |
| 8 |
Private Wealth Management Intern |
UBS Wealth Management |
Fort Worth, Tx |
Jan 2011–Jun 2011 |
6 mos |
| 9 |
Private Wealth Management Intern |
Merrill Lynch |
Fort Worth, TX |
Oct 2010–May 2011 |
8 mos |
| 10 |
TCU Investment Team |
Financial Managment Association |
|
Sep 2009–Dec 2010 |
1 yr 4 mos |
| 11 |
Risk Analyst Intern |
OCC |
Keller, Tx |
Nov 2009–Oct 2010 |
1 yr |
| 12 |
Professional Financial Modeling Training Program |
Investment Banking Institute |
Irving, TX |
Aug 2010–Sep 2010 |
2 mos |
| 13 |
VP Operations |
Meridian Capital Group |
|
Jan 2005–Present |
16 yrs 5 mos |