Experience

Waterloo Capital

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Jan 2013 - 11 years

  Austin, Texas Area Waterloo Capital Management provides sophisticated investment solutions for high-net-worth and institutional clientele. Waterloo brings institutional investing to individual investors.

• Chief Executive Officer

  • Jan 2011 - Apr 2013

  Austin Virtus Private Wealth provides customized wealth management strategies for America's most accomplished entrepreneurs that increase peace of mind by offering clarity, direction, and leadership. By judiciously combining capital, expertise, and opportunities, we tailor innovative solutions and provide unique opportunities in a unified manner to strategically preserve and grow our clients' wealth.



Caddie Central

• Spectator Sports
• 1 - 100 Employee

• Board Member

  • Jan 2005 - Jan 2017

  Austin, Texas Area Advisor to premier golf software, golf tournament, and caddie services company based in Austin, Texas.



Morgan Keegan & Co.

• Senior Vice President

  • Apr 2001 - Nov 2007

  Austin



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • May 1999 - Apr 2001

  Dallas

• Senior Vice President

  • May 1992 - May 1999

  New York/ Dallas