With over 23 years of experience as a business development executive & financial professional, I have an outstanding track record of proven success. I sold my investment business to focus solely on the oil & gas industry.
PROFICIENCIES Excellent verbal communicator with superb written communication skills Skilled at public speaking and presentations Proficient in solution-selling and consultative sales techniques Exceptionally practiced at grasping, simplifying and illustrating complex concepts Incisive negotiator and highly effective closer Creative and astute at problem-solving and crisis-management Experienced and adept at cost-controls and budget forecasting Demonstrated ability to manage both entry and management-level employees
1998 - Present Valor Capital Asset Management Founder, CEO
Portfolio management, estate planning, real estate investing, property management, private equity funding, oil & gas drilling project funding and business development Austin, TX
Portfolio Management / Investment Consulting: Established Registered Investment Advisory firm (clearing via Charles Schwab & Co.) Hired, trained and managed all employees Managed over 150 high net worth individual and institutional clients Maintained impeccable compliance record Successfully negotiated and executed entity sale in 2009
Real Estate Investing / Commercial Property Management Purchased and sold real estate investments to yield > 400% return in a 3-year period Established commercial property management business targeting office condo projects Successfully negotiated and executed entity sale in 2007
Business Development / Project Funding Successfully secured $500,000 in second round funding for DGB Technologies, Inc. Successfully secured $3.5 million LOI for Being There® Sound Technology project Successfully secured over $2 million in funding for Louisiana oil & gas drilling project Recruited, trained and managed a team of 6 oil & gas business development agents
1987 - 1998 Major investment firms Sr. V P / Manager
My primary focus during this 11-year period was business development & executive management.
1980 - 1985 Northwood University Cedar Hill, TX Bachelor of Arts in Business Administration Magna cum laude honors Associate of Arts in Marketing Magna cum laude honors
LICENSES & CERTIFICATIONS
Uniform Investment Adviser Law (Series 65) Life, accident & health insurance (Group 1 Insurance) Certified Treasury Professional (CTP) currently studying for examination
Member: Anderson Fund Partners Century Club as a 12-year supporter supporter of M.D. Anderson Cancer center Member: Association for Financial Professionals (AFA) Chairman: Meadowfox Estates HOA Board Volunteer: Lake Travis Youth Association youth baseball and football coach Active in local church and humanitarian service Tennis, golf, hunting & fishing