Master of Business Administration (Financial Services)

• McMurry University Presidential Scholarship, 1981, 1982, 1983• McMurry University Endowed Chemistry Scholarship, 1981, 1982, 1983• Alpha Chi Honourary Scholarship Society• Gamma Sigma Epsilon Honourary Chemical FraternityIndustry Experience• Senior Partner, RSD Solutions LLC, Chicago, Illinois, January 2003 – PresentFounding partner in a financial risk management consulting firm that provides cuttingedge risk management solutions for middle market corporations, investment funds andglobal financial institutions. Consulting projects have included developing credit riskmodels for a multinational bank, advising on hedging strategies to corporations,developing financial risk management policies and procedures, and delivering trainingprograms to a variety of different financial institutions.• Principal, Head of Training and Development, Global Markets Group, Bank ofAmerica, Chicago, Illinois, July 2000 – December 2001Created a department for the training and development of both front and back officecapital market professionals. Developed and delivered a curriculum that included courseson derivatives (interest rate, foreign exchange, credit and commodity), risk management,fixed income, foreign exchange, financial mathematics and CFA reviews. Researchedand delivered custom seminars on a wide range of topics including real options,investment fund ratings, interest rate history, stochastic calculus, Monte Carlo simulation,and advanced portfolio theory. In partnership with outside vendors, my group designedand implemented a series of distance training program using several new methodologies.• Vice-President, Head of Credit Derivatives, BMO-Nesbitt Burns (Bank of Montreal),Chicago, Illinois, October 1997 – July 2000Managed the development of the bank’s credit derivatives operation from start-up to afully operational unit. Responsibilities included developing business strategy,researching proprietary risk management and pricing models, managing portfolio andtrading risk, initiating a marketing effort, handling necessary administrative tasks,staffing and general development of the business within the context of the Bank’ssyndication and credit portfolio activities. Bank of Montreal was considered to be aleader in credit derivatives at this groundbreaking time for this market and I wasfrequently asked to present at conferences or to be quoted in the industry journals.• Faculty Head, Corporate Finance and Capital Markets, Bank of Montreal, InstituteFor Learning, Scarborough, Ontario, July 1995 - October 1997Developed and implemented a new finance curriculum for the internal training centre ofBank of Montreal, Nesbitt Burns and Harris Bankcorp. Particular emphasis was placed274