Debbie Selvidge Email & Phone Number

Dallas/Fort Worth Area

• Responsible for all operations for a $1.9 billion dollar wealth management firm including client service other than investment management, supervision of operational staff team handling brokerage account processing and maintenance, cashiering, and fee billing across both the Charles Schwab and Fidelity Investments institutional platforms.• Execute all trade transactions for entire portfolio. Maintain and update multiple models and use re-balancing software tools to re-balance portfolio accounts on a regular basis. Other equity, mutual fund and fixed income trading as needed on a daily basis including block trades and allocations. • Perform role of Co- Compliance Officer including regulatory reporting and maintenance of all compliance records as well as compliance training for all personnel. Supervise annual review of compliance procedures and testing and coordinate all interactions with outside compliance counsel.• Maintain office computer systems and perform multiple technology management tasks as needed for software, hardware and web-based applications including database design and maintenance.• Successfully planned and executed a conversion from broker-dealer to RIA for $250M of assets in 2007.

Dallas/Fort Worth Area

• Responsible for all accounting functions of a $5M custom cabinetry and mill work operation including customer invoicing, cash flow, general ledger, payroll, and financial statement preparation.• Prepare all job bids from cabinet drawings and scale blueprints for customers. • Assist owners in all aspects of business operations including personnel, insurance, capital lease, banking, facilities and other management issues.

Dallas/Fort Worth Area

• Responsible for all accounting operations of a high end residential custom home builder including accounts payable, general ledger, reconciliations, payroll, and financial statement preparation.• Maintenance of workman’s compensation and general liability insurance certificates for all subcontractors and preparation of data for regular external audit examinations.• Analysis, documentation, and management of construction loans including draws, mechanic lien contracts, and closing documents.• Administrative duties including preparation for building permits, maintenance of blue prints and property files, interaction with banks and title companies, design and production of sales and marketing flyers, customer service, and all other office administration.

Dallas/Fort Worth Area

• Responsible for accounting services group of a regional CPA firm including personnel supervision. • Performed multi-level accounting functions for numerous clients in the venture capital, wholesale distribution, oil and gas marketing, construction and computer software industries. Client base included several wealthy individuals with multiple private investments, and professionals in the law and medical professions.

Dallas/Fort Worth Area

• Controller of twenty related venture capital partnerships and corporations including supervision and data preparation for annual external audits. Reported directly to General Partners and Business Advisory Board members.• Performed all financial reporting requirements to various state and federal agencies and to the SBA for four Small Business Investment Companies including Portfolio Financing Reports and Form 468 Statements. This included direct interaction with officials at SBA in Washington, D.C.• Handling of all domestic and foreign limited partner relations including detailed capital account analysis and organization of off-site annual meetings.• Monitoring and reporting of all activity with investee companies including investment history, legal documents and custodial safekeeping of securities.• Complete cash management responsibilities including monitoring of idle funds invested in various financial instruments, funds transfers, and bank reconciliations for multiple accounts.