Highly Experienced Business Development Manager

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

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.

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

LICENSES & CERTIFICATIONS

• Uniform Investment Adviser Law (Series 65)
• Life, accident & health insurance (Group 1 Insurance)
• Certified Treasury Professional (CTP) – currently studying for
examination

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

PERSONAL

• Age: 47 Married: 19 yrs Children: 3 ages 13, 16 & 18