Resumes
Resumes
Investment Banking
View pagePosition:
Managing Director, Investment Banking at Griffin Securities, Inc.
Location:
New York, New York
Industry:
Investment Banking
Work:
Griffin Securities, Inc. since Mar 2011
Managing Director, Investment Banking
Citation, LLC - New York City Apr 2009 - Mar 2011
Consultant
Merrill Lynch Dec 2004 - Apr 2009
Asset Management
Baylor Law School Jan 2002 - Aug 2004
Clerkships
Managing Director, Investment Banking
Citation, LLC - New York City Apr 2009 - Mar 2011
Consultant
Merrill Lynch Dec 2004 - Apr 2009
Asset Management
Baylor Law School Jan 2002 - Aug 2004
Clerkships
Education:
Yale University 1997 - 2001
Bachelor of Arts (B.A.), Economics, Political Science NYU Stern School of Business 2012 - 2013
Master of Science (M.S.), Finance Baylor University School of Law 2001 - 2004
JD, general civil litigation, business transactions, business litigation,administrative law,criminal law Highland Park High School
St. Mark's School of Texas
Bachelor of Arts (B.A.), Economics, Political Science NYU Stern School of Business 2012 - 2013
Master of Science (M.S.), Finance Baylor University School of Law 2001 - 2004
JD, general civil litigation, business transactions, business litigation,administrative law,criminal law Highland Park High School
St. Mark's School of Texas
Skills:
Series 7
Mandarin
Spanish
German
Quantitative Analytics
Series 79
Series 63
State Bar of Texas
Investment Banking
Valuation Modeling
Financial Modeling
FINRA
Valuation
Mandarin
Spanish
German
Quantitative Analytics
Series 79
Series 63
State Bar of Texas
Investment Banking
Valuation Modeling
Financial Modeling
FINRA
Valuation
Interests:
traveling, tennis, squash, golf
Honor & Awards:
• Board of Governors, Association of Yale Alumni (elected 2012)
• Secretary, Dallas Association of Young Lawyers (2, 500 dues-paying members); elected to serve as the first non-practicing attorney in the Officer leadership track
• President, Yale Club of Dallas (1, 500 alumni), launched acquisition negotiations for new headquarters
• Committee Co-Chair, Dallas Bar Association; published several features in Bar Association newspaper
• Co-Founder, Yale Political Union Alumni Board (oversee network of over 4,000 alumni)
Languages:
English
Spanish
German
Chinese
Spanish
German
Chinese
Wealth Management Advisor, Vice
View pageLocation:
Dallas, TX
Industry:
Financial Services
Work:
Merrill Lynch
Wealth Management Advisor at Merrill Lynch Wealth Management
Wealth Management Advisor, Vice
Wealth Management Advisor at Merrill Lynch Wealth Management
Wealth Management Advisor, Vice
Education:
American College 1979 - 1983
Masters Spring Hill College 1964 - 1968
Bachelors
Masters Spring Hill College 1964 - 1968
Bachelors
Languages:
English
Certifications:
Chartered Life Underwriter
Accredited Estate Planner
Chartered Financial Consultant
Chartered Retirement Planning Counselor
Personal Investment Advisor
Accredited Estate Planner
Chartered Financial Consultant
Chartered Retirement Planning Counselor
Personal Investment Advisor