Lafayette, Louisiana Metropolitan Area
I joined Weild & Co. in 2017 working on transactions in the energy sector primarily in Louisiana and Texas. I officially joined 1st Bridgehouse Securities LLC in January 2015. At 1st Bridgehouse I focussed on the oil & gas and community banking sectors. Additionally, was tasked with the origination and execution of transactions utilizing eBRCapital.com, the Firm’s crowdfinancing platform. From September 2013 to December 2014 I was a Senior Advisor to members of the Board of Directors of one of Latin America's premier financial institutions. The firm prefers not to be disclosed at this time, as they are in the process of evaluating and approving the creation of a financial firm in the Miami, Florida area. My responsibilities included developing a business plan, the hiring of regulatory and financial consultants, advice on firm organizational structure and product segmentation. Proven senior executive with extensive experience in asset management, commercial lending, private banking and all broker-dealer and registered investment advisor activities. Background also includes senior management positions in commercial and investment banking in the United States and abroad. Outstanding track record of developing businesses, contributing to team objectives, and exceeding profitability goals. Leadership, strategic planning, and execution experience in large corporate cultures as well as start-up businesses. Hands on management style with a personal focus on developing and expanding profitability of key client relationships. Willing to relocate domestically or abroad.
Head coach, University of Louisiana Ragin' Cajuns Lacrosse team Men's College Lacrosse Association (MCLA) Lonestar Alliance Conference D2 Champions 2016, 2017 National Championship Tournament participant. D3 Champions in 2024 Assistant Commissioner, LHSLL (governing body State HS Lacrosse) 2020-23 @RealCoachKeith
Leader of the start-up CGIS Securities LLC from the regulatory application process through the Pershing platform execution phase and the full build-out of the Firm. Attracted and hired compliance and operations staff and 6 producing brokers in the first year. CGIS is a FINRA/SIPC approved Broker-Dealer owned by well known Chilean shareholders with a good mix of Latin and US retail and institutional clients. Designed the Firm to operate within an open architecture and offer a full range of investment products. The firm also trades for its own account, primarily in fixed income, options and structured products.
ACM is a firm providing wealth management and general consulting services to individuals and small to mid-sized corporations, many of which are in oil field services or related energy industries. The firm specializes in advising on income producing financial and industrial assets.