Location:
6409 Soter Pkwy, Austin, TX 78735
Work:
Bitterblue Investments
Managing Director
Austin Growth Capital Llc
Managing Director
Cappello Group, Inc.
2017 - May 2018
Managing Director
J.p. Morgan
2008 - Sep 2016
Managing Director and Market Manager, Central Texas Region
Merrill Lynch
1997 - 2008
National Director, Commercial and Corporate Banking, Merrill Lynch Bank Usa
Education:
Texas Tech University - Rawls College of Business 1982 - 1986
Bachelors, Bachelor of Business Administration, Finance
Skills:
Investments, Leadership, Strategic Planning, Management, Business Development, Banking, Marketing Strategy, Financial Modeling, Corporate Finance, Asset Management, Finance, Portfolio Management, Financial Analysis, Series 7, Securities, Public Speaking, Leadership Development, Investment Management, Executive Coaching, Mergers and Acquisitions, Due Diligence, Wealth Management, Leadership Mentoring, Risk Management, Financial Services, Trading, Strategic Partnerships, Executive Management, Team Building, Business Strategy, Credit, Sales, Private Equity, Valuation, Business Planning, Financial Advisory, Entrepreneurship, Capital Markets, Sales Management, Commercial Banking, Equities, Strategy, Investment Banking, Venture Capital, Financial Structuring, Series 79, Series 24, Series 63
Interests:
First Interstate Bank of Texas
Reading
Tx Vice President
Houston
Corporate Banking Group
A Legacy of Giving
Chairman
Golf
Health
Prior Tenures Included
Skiing
Investments
Kbk Capital
Board Member
Family
Tx Organizations
Academic Medicine
Non Profit Work
Poverty Alleviation
Church
Past Chairman
Hunting
Market Manager
Txorganizations
Founder
Houston Division
The Fifty
Certifications:
Series 7, 63, 66, 9, 10, 24
Series 79, 7, 24, 9, 10, 63, 66