Resume

• 2005

  University of Texas at Dallas

  University of Texas at Dallas

• 2004

  Graduate Studies Certificate

  Initial goal was to pursue a PhD. However

  when the regulations changed to disallow anyone becoming a member of the related arbitration boards (as a result of 20 or more years of industry experience)

  I decided to seek other career opportunities.

  Conflict and Dispute Resolution

  Active in mediation and arbitration related functions and classes

  seminars and other events.

  Southern Methodist University

• 2001

  Merrill Lynch

  Dallas office

  Vice President

  Portfolio Manager

  Merrill Lynch

• 2000

  Citigroup (formerly The Associates

  Irving

  TX

  Citigroup (formerly The Associates

• 1998

  SAMCO Capital Markets

  Dallas

  TX

  SAMCO Capital Markets

  Senior Lecturer

  The University of Texas at Dallas

• 1988

  Stephens Inc.

  Little Rock

  Arkansas

  Vice President

  Senior Investment Analyst

  Stephens Inc.

• 1977

  MBA

  Outstanding MBA

  Dallas region

  Financial Executives Institute

  1979. Wall Street Outstanding Finance Student Award

  Finance and Investments

  Beta Gamma Sigma

  Blue Key National Honor Fraternity

  Financial Management Association.

  University of North Texas

• 1976

  Diploma

  Completed the curriculum required to attend more universities.

  Distributive Education (DECA).

  Denton Senior High School

  BBA

  Completed both BBA and MBA in Finance at UNT. Was very active is professional student activities and was fortunate to be recognized by winning the Wall Street Journal student of the year award and was also awarded the Outstanding MBA student by the local chapter of the Financial Executives' Institute. I was blessed with having several outstanding professors and associated with many bright and hardworking students who became extremely successful in his/her professional careers.

  Accounting and Finance

  Blue Key National Honor Fraternity

  Beta Gamma Sigma

  Delta Sigma Pi and Alpha Chi National Honor Society.

  University of North Texas

• My son was a member of the Boy Scouts and found the experience to be very rewarding.

  Boy Scouts of America

  Volunteer

  Investments

  Mentoring

  Analysis

  Time Management

  Research

  Management

  Strategy

  Risk Management

  Statistics

  Financial Modeling

  Portfolio Management

  Facebook

  Data Analysis

  Microsoft Excel

  Finance

  Microsoft Office

  Valuation

  Business Strategy

  Teaching

  Financial Accounting

  Anderson

  Frank

  Anderson

  The University of Texas at Dallas