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.
Professional Experience
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
EXPERIENCE
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.
Eductation
EDUCATION
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
Certification
LICENSES & CERTIFICATIONS
• Uniform Investment Adviser Law (Series 65) • Life, accident & health insurance (Group 1 Insurance) • Certified Treasury Professional (CTP) – currently studying for examination
Additional Information
INTERESTS
• 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
