Managing Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Healthcare Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Consumer, Beauty & Wellness Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Dallas, TXOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Consultant | Banking | Home Loans/Mortgage IMCS Group IncConsultant | Banking | Home Loans/MortgageRichardson, TXCompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
Senior Banking Advisor Northern TrustSenior Banking AdvisorFort Worth, TXAt Northern Trust, the Senior Banking Advisor develops and manages complex wealth management client relationships across banking, credit, and treasury management. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Business Banking Centralized Specialist - Plano, TX Bank of AmericaBusiness Banking Centralized Specialist - Plano, TXPlano, TexasKey responsibilities include acquiring and deepening client relationships with a focus on client delight and retention through inbound calls and referrals and opening deposit accounts, treasury, and payroll referrals from the financial centers. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Consumer Banking Product Owner Texas Capital BankConsumer Banking Product OwnerRichardson, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Build and refine operational processes: Develop scalable, compliant operational processes that support product delivery; document workflows, define roles and responsibilities, and ensure consistency across teams.
Consumer Banking Product Owner Texas Capital Bancshares, Inc.Consumer Banking Product OwnerRichardson, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Build and refine operational processes: Develop scalable, compliant operational processes that support product delivery; document workflows, define roles and responsibilities, and ensure consistency across teams.
RM Business Banking II Texas Capital BankRM Business Banking IIFort Worth, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Reporting to the market Team Leader, the Relationship Manager II role will have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV, Commercial Card spend, and SBA deals for companies with revenue between $5 million and $25 million.
RM Business Banking II Texas Capital Bancshares, Inc.RM Business Banking IIFort Worth, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Brief Overview of Position: Reporting to the market Team Leader, the Relationship Manager II role will have experience within the Commercial Banking line of business and enable the company's financial results by driving new relationships, new loan fundings, new deposits, PxV, Commercial Card spend, and SBA deals for companies with revenue between $5 million and $25 million.
Associate - Investment Banking FBR & Co.Associate - Investment BankingArlington, TexasRiley FBR, Inc. is a leading investment bank which provides corporate finance, research, and sales & trading to corporate, institutional and high net worth clients. Investment banking services include initial and follow-on offerings, institutional private placements, and merger and acquisition advisory services.
Investment Banking Managing Director (lower middle market) Prospect Rock PartnersInvestment Banking Managing Director (lower middle market)Dallas, TexasAs the firm's Technology practice continues to expand, the firm is seeking an experienced Managing Director to help grow its technology franchise by originating and executing transactions across software, tech-enabled services, IT services, digital infrastructure, cybersecurity, and related technology sectors. This role is best suited for an entrepreneurial investment banker with a proven history of generating revenue, developing trusted client relationships, and successfully advising middle-market technology companies on strategic transactions.
Energy Corporate Banking - Analyst II (Upstream/E&P) Texas Capital Bancshares, Inc.Energy Corporate Banking - Analyst II (Upstream/E&P)Dallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Analyst II works closely with Associates, Vice Presidents, and Senior Coverage Bankers to support the origination, structuring, and execution of financing and strategic solutions for public and private E&P companies, including mineral and royalty, operated, and non‑operated working interest clients.
Energy Corporate Banking - Analyst III (Upstream-E&P) Texas Capital BankEnergy Corporate Banking - Analyst III (Upstream-E&P)Dallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Analyst III works closely with Associates, Vice Presidents, and Senior Coverage Bankers to support the origination, structuring, and execution of financing and strategic solutions for public and private E&P companies, including mineral and royalty, operated, and non‑operated working interest clients.
Energy Corporate Banking – Analyst II (Upstream/E&P) Texas Capital BankEnergy Corporate Banking – Analyst II (Upstream/E&P)Dallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. The Analyst II works closely with Associates, Vice Presidents, and Senior Coverage Bankers to support the origination, structuring, and execution of financing and strategic solutions for public and private E&P companies, including mineral and royalty, operated, and non‑operated working interest clients.
Energy Corporate Banking - Analyst III (Upstream-E&P) Texas Capital Bancshares, Inc.Energy Corporate Banking - Analyst III (Upstream-E&P)Dallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Analyst III works closely with Associates, Vice Presidents, and Senior Coverage Bankers to support the origination, structuring, and execution of financing and strategic solutions for public and private E&P companies, including mineral and royalty, operated, and non‑operated working interest clients.
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Private Banking Officer II Frost BankPrivate Banking Officer IIWylie, TexasSomeone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets).
Private Banking Officer I Frost BankPrivate Banking Officer ILittle Elm, TexasSomeone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice?. Develop, manage, retain, and expand client relationships within the mass affluent to affluent markets (clients with $500K–$1.5 million of investable assets).