Faculty & Staff Resources

 Charged with the responsibility of starting and running this new UTA program focusing on financial literacy and personal finance. My responsibilities include recruiting high-profile representatives from the financial services industry to serve on the advisory board, raising funds for endowing the program and to cover operational costs, networking and collaborating with other agencies and centers in the financial literacy movement across the country, recruiting and training a group of students to develop and deploy a series of educational program, making curriculum recommendations to the university to add financial literacy and personal finance classes to our catalogue of classes, leading the development and overseeing the deployment of all the resources and outreach programs created by this program, and submitting grant proposals to academic, government, and private sponsors.  So far, I have been able to help raise $250,000 to set up the John Merrill Endowment for Financial Literacy, with an additional $250,000 matching contribution by the College of Business to start up the center; $2,400 to fund the 2015 Financial Fitness DFW Luncheon, $20,000 in annual funding commitments for operating expenses, and up to $689,398 in grants/contracts payable to UTA over a 3-year period by the CFPB to provide this bureau with infrastructure and logistical support in the conduction of financial consumer research.  I have also helped recruit 18 high-profile representatives from regulating agencies, the financial services industry, and non-for-profits to serve on the advisory board of the program.  I have under my direction ten individuals serving as Financial Literacy Specialist in the program and four information technology specialist developing a specialized online platform to facilitate our outreach programs.  Worked with the Dean of the College of Business on the development of a proposal submitted to the Texas Core Curriculum Committee for the approval of a financial literacy course as a Social and Behavioral Science Core Elective. The proposal was accepted, making the class accessible to all undergraduate students, from freshman to seniors.

 Lectured one section of International Finance at the graduate level per semester (Terms: Fall of 2013, Spring of 2014, and Fall of 2014; Average class size: 12 students; Student’s Average Rating Across 5 Core Items: 4.1/5.0, 4.3/5.0, and 2.9/5.0, respectively; Cohort Type: All semesters involved a cohort of Master Students, Fall 2013 semester included a cohort of doctoral students.)  Lectured one or two sections of Personal Finance at lower-division level per semester (Terms: Almost every semester since Fall of 2013 and Summers of 2016 through 2018; Average class size: 45 students; Student’s Average Rating Across 5 Core Items: 4.0/5.0, 4.3/5.0, 4.1/5.0, 4.5/5.0, 4.6/5.0, 4.4/5.0, 4.4/5.0, 4.5/5.0, 4.5/5.0, 4.3/5.0, 4.5/5.0, 4.4/5.0, 4.5/5.0, 4.3/5.0, 4.5/5.0, and 3.9/5.0)  Lectured one section of Business Finance in the Summer (Terms: Summers of 2016, 2017, and 2018; Average Class Size: 67 students; Student’s Average Rating Across 5 Core Items: 3.5/5.0, 4.1/5.0, and 4.4/5.0)

 Served as academic coordinator of the portfolio management class series from January 2009 to May 2010. Taught three of the courses in the series: Portfolio Management (i.e. Applied Investment Management), Security Analysis, and Security Analysis and Investment Management (Terms: Spring 2009 – Spring 2010, Spring 2011). Developed all the supporting infrastructure needed for students to professionally monitor and mange the school's portfolios and to conduct their duties as security analysts, from multimedia templates for presentations, to all the visual basic programs needed to compute all the metrics portfolio mangers and stock analysts require to fulfill their respective roles. Also developed all the policies and procedures governing the student's managerial duties and decision-making process. Was instrumental in securing additional resources from the New Mexico State Investment Office for the program, taking the school's assets under management from $2,000,000 to $7,000,000.  Lectured the following graduate and undergraduate upper-division courses within the financial concentration: Financial Management, Financial Markets and Institutions, International Finance, Analysis of the Financial System, Securities Analysis, Security Analysis and Investment Management, Portfolio Management, and International Financial Management (Terms: Fall 2006 – Fall 2012; Average Student (IDEA) Evaluations: 4.19/5.0 from Fall 2008 - Spring 2012; Average Student (ICES) Evaluations: 4.71/6.0 from Fall 2006 - Spring 2008 )  Served as lead instructor of a mathematics, statistics, and finance preparatory boot camp for incoming undergraduate and graduate ASM students (Terms: Fall 2007 – Fall 2012

 Lectured one section of Personal Finance course at both upper and lower-division levels (Terms: Every semester since Spring 2003 to Fall of 2005; Average class size: 57 students; Student’s overall rating: 3.6/5.0 over six concluded sections)  Contributed significantly to the development of the proposal submitted to the General Education Committee for the approval of the mentioned personal finance course at the Tier 1, lower- division level  Served as educational advisor and curriculum developer for the Credit-Wise Cats, a non-profit student organization committed to the mission of generating awareness and educating college students on the important subject of personal finance  Have written over 12 case studies used in the regional and national editions of the 2004 and 2006 annual “Duel in the Desert” personal finance case-study competition.  Nominated for the 2004 University of Arizona’s Five Star Faculty Award

Summer Instructor Lectured one section of Principles of Finance class at the upper-division level (Terms: Summer of 2001 and 2002; Average class size: 23 students; Student’s overall rating: 4.3/5.0 for Summer 2001 and 4.1/5.0 for Summer 2002)  Lectured Boot Camp for incoming M.B.A. students (Terms: Summer of 2004 and 2005; Average class size: 20 Students)

 Lectured three upper-division courses on the subjects of Analysis of Financial Statements, Managerial Accounting, and Finance I (Terms: Every semester since Spring 1997; Average class size: 50 students; Student’s overall rating: 3.6/4.0 over seven sections)  Participated in the development of the academic program of the finance major for the College of Business  Collaborated in an evaluation and redesign program for the College of Business contemplated for the year 2006, covering matters like academic programs, faculty, and infrastructure requirements; all within the guidelines of the Program for Professorship Improvement (PROMEP), promoted by the Mexican Ministry of Education

NASD Member, Series 7 and Series 63 certified

General Bank Rotation Internship

Security Broker Internship