
VP Marketing & Sales
Dallas/Fort Worth Area

VP Marketing & Sales
Dallas/Fort Worth Area
Investment Advisor Representative
Series 7, 55, 63 & 65
(Business Supplies and Equipment industry)
January 2007 — Present (3 years 2 months)
Superior Cooling is the industry leader in diesel engine cooling systems.
www.superior-cooling.com
(Internet industry)
2003 — 2007 (4 years )
Drop to Sell It is a chain of eBay drop off stores that makes it easy for customers to sell their items on eBay. DTSI grew from a home based business in 2003 to 4 franchise locations in 2006. Arranged sale of company and transfer of ownership in 2007.
(Venture Capital & Private Equity industry)
2001 — 2002 (1 year )
Speciality fund developed for the management buyout of a small public manufacturing firm. Deal terms were not reached; however, the fund achieved a 63% return before liquidation in 2002.
(Privately Held; Investment Banking industry)
1999 — 2001 (2 years )
Putnam Lovell is an investment banking group focused solely on the global financial services industry offering merger and acquisition advice, capital raising, fairness opinions, and general corporate advisory services.
(Public Company; UBS; Financial Services industry)
1999 — 1999 (less than a year)
1995 — 1999
1991 — 1995