Description
SUMMARY Senior investment professional that has delivered top tier performance track record in managing and analyzing large portfolios of loan, bond, and equity investments across all sectors both domestically and internationally while substantially exceeding relevant benchmarks and peers. Led teams of analysts and individually directed the investment analysis, underwriting, trading, and portfolio management of both large and small funds across a variety of strategies and risk/return parameters. Collaborated with colleagues in business development efforts to add assets with leading institutional investors through asset raising initiatives.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Portfolio Manager | 8/2013 - Present |
| Satish & Yasmin College Of Business University Of Dallas | Affiliate/Associate Professor Of Finance Principal Investments Contract | 1/2013 - 12/2012 |
| Highland Capital Management, L.P. ($40 B Aum Firm) | Chief Investment Officer (Managing Director Senior Portfolio Manager)Portfolio Manager (Senior Portfolio Analyst) | 3/2009 - 4/2012 |
| Verizon | Senior Analyst | 7/2003 - 5/2004 |
| Co. | Investment Analyst Intern Senior Manager Promoted From Analyst | 6/2002 - 10/2002 |
| Citigroup Inc. | Analyst | 5/1997 - 8/1999 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| THE UNIVERSITY OF CHICAGO GRADUATE SCHOOL OF BUSINESS | Analytic Finance, Accounting, and International Business | 2003 | Master Degree |
Accomplishments
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