Paul Ray III
Partner: Investments
Fort Worth,TX
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
26
26
years of professional experience
5
5
years of post-secondary education
Work History
Investment Advisor
Phillips Ray Capital Management
Fort Worth, TX
06.2002 - Current
- Helped firm increase assets from $15 million to over $100 million.
- Work with clients on achieving financial goals.
- Help vet and implement investment ideas.
- Manage firm finances.
- Develop and write investment communications with clients.
- Prospect for new clients.
Junior Partner
Buena Venture Associates, LLP
Fort Worth, TX
05.2000 - 05.2002
- Played very active role within firm's portfolio companies through interim operating roles and through board representation.
- Helped source and analyze new opportunities for firm.
- Involved in negotiating and closing new transactions.
Associate
The Penrose Group
Fort Worth, TX
06.1998 - 05.2000
- Active in the day to day management of portfolio companies.
- Responsible for seeking out and analyzing new investment opportunities.
Sales & Marketing
DDC Publishing
New York, NY
10.1993 - 04.1996
- Responsible for building client book.
- Developed multiple private label products for clients.
- Managed lower level sales representatives.
Education
MBA - Marketing And Finance
University of Texas At Austin
Austin, TX 08.1996 - 05.1998
Bachelor of Arts - Psychology
University of Texas At Austin
Austin, TX 08.1989 - 05.1993
Skills
Stocks and bonds knowledge
Business Development
Security knowledge
Equity markets
Strategic planning
Timeline
Investment Advisor
Phillips Ray Capital Management
06.2002 - Current
Junior Partner
Buena Venture Associates, LLP
05.2000 - 05.2002
Associate
The Penrose Group
06.1998 - 05.2000
MBA - Marketing And Finance
University of Texas At Austin
08.1996 - 05.1998
Sales & Marketing
DDC Publishing
10.1993 - 04.1996
Bachelor of Arts - Psychology
University of Texas At Austin
08.1989 - 05.1993