Edward H.

Chief Financial Officer Chief Strategy Officer @Shsb Financial Group

Dallas-Fort Worth, TX, US

Primary responsibilities include:* Develop overall financial and tax planning strategy * Manage portfolio to provide for short-term cash requirements and long-term capital investments while mitigating overall portfolio volatility* Supervise asset acquisition due diligence process and serve as lead negotiator representing the interests of SHSB Financial Group* Work with Chief Executive Officer / Chief Operating Officer on defining and executing overall strategy and vision for the organization* Maintain relationship with banks and other affiliated financial entities* Conduct conference calls or other meetings with the investment community as necessarySecondary responsibilities include:* Plan, develop, and deliver training curriculum for SHSB Financial Group Junior Associates * Point person for problem identification and resolution within SHSB Financial Group capital assets* Plan capital asset improvement projects and execute / contract out based on skillset / tools required* Identify and resolve external threats that imperil other members of the SHSB Financial Group

The University of Chicago Booth School of Business

MBA, Analytic Finance, Economics, Operations Management

CAIA Association

Level 1 Completed, Level 2 Candidate

CFA Institute

Level 1 Completed, Level 2 Candidate

Southern Methodist University

BS, Math (Operations Research), Management Science