Taylor Herzog resumes & CV records
Resumes
Taylor Herzog, Caia
Position:
Research Analyst at True North Advisors
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work:
True North Advisors
since May 2006
Research Analyst Rheinland Productions Jan 2004 - Apr 2009
Founder & CTO
Research Analyst Rheinland Productions Jan 2004 - Apr 2009
Founder & CTO
Education:
Texas Christian University - M.J. Neeley School of Business 2005 - 2007
Bachelors, Finance, AccountingWhen he began college at Texas Christian University he quickly realized that such a degree would require 4 years and $120,000. After researching the curriculum for this 4 year period he quickly realized that true classes dedicated to his major would not take place until 2 years into the program. He decided to maximize the value of his educational dollars by acquiring all non business classes from local community colleges and transferring them to TCU. In other words, he purchased generic college credits at a fraction of the cost the equivalent class would have been at Texas Christian University. He also attended these classes year round with each class carefully timed to permit his continuation of his internship at True North Advisors which ultimately netted him a college education in half the time and expense. In investment nomenclature, he purchased an education at half the price of his peers while simultaneously realizing an exit in half the time. Chartered Financial Analyst (CFA) Candidate 2007
Chartered, Investment AnalysisI am currently a CFA Level III Candidate
Bachelors, Finance, AccountingWhen he began college at Texas Christian University he quickly realized that such a degree would require 4 years and $120,000. After researching the curriculum for this 4 year period he quickly realized that true classes dedicated to his major would not take place until 2 years into the program. He decided to maximize the value of his educational dollars by acquiring all non business classes from local community colleges and transferring them to TCU. In other words, he purchased generic college credits at a fraction of the cost the equivalent class would have been at Texas Christian University. He also attended these classes year round with each class carefully timed to permit his continuation of his internship at True North Advisors which ultimately netted him a college education in half the time and expense. In investment nomenclature, he purchased an education at half the price of his peers while simultaneously realizing an exit in half the time. Chartered Financial Analyst (CFA) Candidate 2007
Chartered, Investment AnalysisI am currently a CFA Level III Candidate
Skills:
Software Products:, Microsoft Office (especially Excel), MPI Stylus, Schwab PortfolioCenter, Bloomberg, Morningstar, Articulate, Macs, Google Apps
Interests:
technology, physics, cosmology, history, evolutionary psychology, environmental sciences,
Founder, Shareholder, And Chief
Location:
Dallas, TX
Industry:
Investment Management
Work:
Ahuja & Clark, Pllc
Mar 2016 - Mar 2018
Manager of Advisory Services Lake Point Advisory Group Mar 2016 - Mar 2018
Chief Investment Officer Tython Capital Mar 2016 - Mar 2018
Founder, Shareholder, and Portfolio Manager Hilltop Holdings Jan 2014 - Mar 2016
Senior Enterprise Risk Analyst True North Advisors May 2006 - Jan 2014
Investment Analyst and Technology Solutions Manager Rheinland Productions Jun 2003 - Jun 2006
Founder Jun 2003 - Jun 2006
Founder, Shareholder, and Chief
Manager of Advisory Services Lake Point Advisory Group Mar 2016 - Mar 2018
Chief Investment Officer Tython Capital Mar 2016 - Mar 2018
Founder, Shareholder, and Portfolio Manager Hilltop Holdings Jan 2014 - Mar 2016
Senior Enterprise Risk Analyst True North Advisors May 2006 - Jan 2014
Investment Analyst and Technology Solutions Manager Rheinland Productions Jun 2003 - Jun 2006
Founder Jun 2003 - Jun 2006
Founder, Shareholder, and Chief
Education:
Sw Graduate School of Banking 2014 - 2016
Masters, Banking Southern Methodist University 2014 - 2016
Texas Christian University 2005 - 2007
Bachelors, Accounting, Finance Cfa Institute
Masters, Banking Southern Methodist University 2014 - 2016
Texas Christian University 2005 - 2007
Bachelors, Accounting, Finance Cfa Institute
Skills:
Portfolio Management, Asset Allocation, Financial Analysis, Asset Management, Risk Management, Investments, Financial Modeling, Alternative Investments, Wealth Management, Financial Statement Analysis, Due Diligence, Valuation, Equities, Accounting, Financial Statements, Hedge Funds, Business Process, Capital Markets, Financial Risk, Enterprise Risk Management, Mutual Funds, Leadership, Finance, Banking, Financial Services, Google Apps, Data Backup Solutions, Voice Over Ip, Squarespace, Web Design
Certifications:
License 6108981
License 18900
Chartered Financial Analyst
Chartered Alternative Investment Analyst
Cfa Institute, License 6108981
Caia Association, License 18900
License 18900
Chartered Financial Analyst
Chartered Alternative Investment Analyst
Cfa Institute, License 6108981
Caia Association, License 18900
Physician
Location:
Dallas, TX
Work:
Thorntree Psychiatric Associates
Physician
Physician
Education:
Texas A&M Health Science Center 2011 - 2015
Doctor of Medicine, Doctorates, Medicine
Doctor of Medicine, Doctorates, Medicine
Founder, Chief Liquidity Officer And Credit Officer
Location:
Dallas, TX
Work:
Tyme Bank In Organization
Founder, Chief Liquidity Officer and Credit Officer
Founder, Chief Liquidity Officer and Credit Officer
Education:
Sw Graduate School of Banking 2014 - 2016