2 minute read

banking, finance & accounting

FRANCES ANDREWS ’15

Tax Consultant, Deloitte

frances.andrews13@gmail.com

BA, Accounting, Texas A&M University

MS, Finance, Texas A&M University

“I work with oil and gas companies and private equity groups on tax strategies for compliance and reporting purposes. My specialty group also helps model and structure transactions, from a tax perspective, that our clients are considering or pursuing.”

MAURICE LAMB III ’06

Associate in Indirect Tax, Ernst & Young, LLP

Maurice.lamb.iii@gmail.com

BA, Government, University of Texas

JD, South Texas College of Law

Masters in Laws of Taxation, University of Florida

“I assist clients by performing nexus matrices to determine a corporation’s physical and economic presence nationwide. I also help defend my clients against sales and use tax audits and recover overpaid taxes through look back reviews.”

BYRON LANGFORD ’07

Senior Associate, Bank of America

byron.langford@gmail.com

BA, Mathematics, Middlebury College

Prior Employers: Lazard Lime Rock Resources BMO Capital Markets

“I work for the energy investment banking group at Bank of America, which provides energy clients with a range of advisory and capital markets services. My primary responsibilities include identifying opportunities for current and prospective clients and helping manage transaction execution.”

CHINNA O’SUJI ’11

Infrastructure Investments Associate, Brookfield Asset Management

ceo.osuji@gmail.com

BS, Management, Science & Engineering, Stanford University

Prior Employer: Citi Investment Banking (Global Energy Group)

“As an associate in the Infrastructure group, my day-to-day consists of evaluating inbound offers, new investment idea origination, and driving the quantitative and qualitative analysis that ultimately supports all of our investment decisions. My focus is on Energy infrastructure, including midstream and utilities investments. Given Brookfield is a global real asset manager with $550+ billion of assets under management, I assess infrastructure investments in various regions across the world.”

RICKY PERUSQUIA ’11

Vice President, CAZ Investments

rickyperusquia@gmail.com

BA, Economics, University of Texas

MBA, University of Virginia

Prior Employers: Credit Suisse Dimensional Fund Advisors

“We are a private investment firm with several investors across the US. I spend my time in three ways: 1. Finding, doing diligence on, and monitoring investments; 2. Meeting with existing investors to go through their investments with us; 3. Meeting with prospective investors to discuss investing with us. A typical day consists of two-to-three meetings with existing and prospective investors either in person or on Zoom, and the rest of the time, I review and prepare materials for prospective investments to help decide if we will participate.”

ELIZABETH CLARK WALTRIP ’14

Credit Analyst, Third Coast Bank SSB

ecwaltrip@gmail.com

BA, History, University of Texas

MBA, Acton School of Business

Prior Employer: Armenta Jewelry

“My day-to-day is very consistent: I underwrite loans. This means I prepare a package for a loan officer that analyzes why the borrower (usually a company) will be a good customer of the bank. I analyze their finances, but do a lot more analysis of the people, the market, and their history with the loan officer to give all the information on why the loan would be a good credit.”

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