Neil Hueston is a high-skilled expert, who works in Oakhurst Advisors on the position of President from 2019. This person gained professional experience in more than eight positions at different companies. Neil Hueston went to the The University of Texas at Austin and got education from 2010 to 2012. This expert has these professional qualifications: Series 7 and Series 66. San Francisco, California is the area, where this person was lastly known to live. Neil Hueston's email address and phone number can be accessed through Connexy by request.
Name variants:
Neal Hueston,
Cornelius Hueston,
Edward Hueston
Contact Information
Last Update
Jul 10, 2022
Email
ne**@mba12.mccombs.utexas.edu, nh**@sheltoncap.com
Location
San Francisco, CA
Company
Oakhurst Advisors
Workplace
President
Work History
Director, Advisor Services
1875 Lawrence St SUITE 300, Denver, CO 80202
Responsible for marketing, sales and strategic initiatives at the firm, specifically through the RIA channel Shelton Capital Management, with offices in San Francisco and Denver, has been ma...
Sep 2012 — Dec 2016
Portfolio Manager and Technology
One of fourteen students selected to actively manage value and growth portfolios with total AUM of $13 million
Conduct fundamental research, build valuation models and present investment r...
Dec 2010 — May 2012
Senior Associate Intern, Financial Advisor Group
6300 Bee Cave Rd, Austin, TX 78746
Supported regional directors in business development and retention activities for clients
Prepared performance and analytical material for use in client and consultant reviews and presenta...
Jun 2011 — Aug 2011
Founder, Director
Developed and maintained the first set of nationwide water polo camps in the United States; unique camp platform brought together NCAA coaches and United States Olympians at each respective...
Sep 2007 — Aug 2010
Sales Director
Directed ticket sales team for the 2007 Major League Lacrosse season
efforts resulted in the third highest paid
attendance in the country
Implemented on-field luxury seating, The Dragon’...
Apr 2007 — Sep 2007
Professional Sales Representative
Launched newest sleep agent in the insomnia market, Rozerem, in October 2005; one of only three representatives to perform 100% to plan in the San Francisco District as of January 2006
Rec...
Jul 2003 — May 2006
Education
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Valuation
Portfolio Management
Financial Modeling
Business Development
Financial Analysis
Entrepreneurship
Sales
Business Strategy
Management
Strategy
Market Research
Marketing Strategy
Strategic Planning