Highlights:
At RBW Capital Advisors LLC
-Launched $1 million fund and executes all trading, investor relations, and calpital raising for strategy primarily focused on value securities, event driven opportunitites and special situations.
Davis Selected Advisors
-Co-managed $1 billion Opportunity Fund by contributing a $3 million stock pick that returned unaudited approximately 30% returns.
-Voted 50+ proxies to reflect our views on corporate governance, shareholder friendliness, and compensation.
Clayton Bank & Trust
- Built a $12 million whilesale high rate CD purchasing program for the trust department and trained staff to perform the function.
- Managed upstart operations for proof processing plus purchased and organized going live with four ATMs then hired, trained and managed an IT director to assume role.
- Launched a $3 million bank common investment fund led by a 4 person management team.
- Analyzed offering memorandums and performed financial analysis on banks for acquisition.
- Developed strategic plan with CEO covering business units.
Southwestern Company
- Executed all ordering, sale, accounting, inventory, and delivery of products to acheive sales of 27,000 across 11 weeks with pre-tax margins of 40%.
- Recipient of the Gold Seal Gold award for working over 80 hours every week of the three month sales period.
Companies I like:
Baupost, ESL, Omega, Empirica
Currently manage all trading based on quantitative and qualitative analysis. Raise capital to fund ideas.
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