Chief Of Staff
Current
Feb 2024 - Present
AeroLeads people directory · profile
Michael O. Email & Phone Number
Chief of Staff at CAZ Investments
at
CAZ Investments
1 work email found
@cazinvestments.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief of Staff at CAZ Investments
Location
Houston, Texas, United States
Who is Michael O.? Overview
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Quick answer
Michael O. is listed as Chief of Staff at CAZ Investments at CAZ Investments, based in Houston, Texas, United States. AeroLeads shows a work email signal at cazinvestments.com and a matched LinkedIn profile for Michael O..
Michael O. previously worked as Chief of Staff at Caz Investments and Board Member at Boulevard Investment Group. Michael O. holds Bachelor Of Business Administration (B.B.A.), Finance from Smu Cox School Of Business.
Company email context
Email format at CAZ Investments
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*@cazinvestments.com
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AeroLeads found 1 current-domain work email signal for Michael O.. Compare company email patterns before reaching out.
Profile bio
About Michael O.
Chief of Staff at CAZ Investments, a $6 billion+ investments firm. Board member at the Boulevard Investment Group, a 501(c)(3) investment fund that educates SMU students on investing and donates gains back to the University to help fund scholarships.
Current workplace
Michael O.'s current company
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10 roles
Michael O. work experience
A career timeline built from the work history available for this profile.
Board Member
Current
Sep 2016 - Present
President & Chief Operating Officer
Oct 2022 - Feb 2024
Downstream & Renewable Fuels Associate Analyst
Mar 2022 - Sep 2022
Vice President Of Investment Strategies
Jan 2020 - Mar 2022
Summer Derivatives Trader
• Capitalized on trading opportunities by identifying mispriced options and spreads using a proprietary Black-Scholes model• Shadowed traders on the SPX and Oil desks and help manage risk by ensuring trades are properly executed and hedged• Took courses including Core Derivatives Theory, Technology for Traders, Mock Trading, and Trading Applications from Belvedere Trading University (in-house education program for options market making), scoring in the top 10% of interns
Jun 2019 - Aug 2019
Private Equity Intern
• Assisted with the due diligence and financial modeling for a $9mm transaction in the dental service organization space• Constructed basic LBOs using CIMs to value prospective deals and presented analyses to the senior partners• Sourced new deals through investment bankers and conducted due diligence for lower-middle market private companies in the healthcare services, manufacturing, and distribution spaces with $10 – $125mm in revenue
Feb 2018 - Aug 2018
Private Equity Intern
• Streamlined investment screening process by implementing more quantitative due diligence, improving efficiency by 40%• Conducted direct company outreach to identify lower-middle market private companies with $2 – $40mm in revenue
Nov 2017 - Feb 2018
Summer Intern
• Collaborated with loan officers on over 100 small business and commercial real estate loan deals ranging from $1 – $15mm• Completed a rotational program focused on loans, deposits, corporate valuation, credit / risk evaluation, and management• Shadowed executives on managing operations and contributed to senior-level meetings, including the sale of the bank to Simmons First National Corporation
May 2017 - Aug 2017
Private Equity Intern
• Evaluated 40+ CIMs to determine the viability of deals and presented financial & strategic analyses to the managing partners• Screened different industries to find investment opportunities with $5 – $50mm in revenue and stable growth potential
Oct 2016 - May 2017
2 education records
Michael O. education
Bachelor Of Business Administration (B.B.A.), Finance
Smu Cox School Of Business
Bachelor Of Science - Bs, Applied Mathematics
Southern Methodist University
FAQ
Frequently asked questions about Michael O.
Quick answers generated from the profile data available on this page.
What company does Michael O. work for?
Michael O. works for CAZ Investments.
What is Michael O.'s role at CAZ Investments?
Michael O. is listed as Chief of Staff at CAZ Investments at CAZ Investments.
What is Michael O.'s email address?
AeroLeads has found 1 work email signal at @cazinvestments.com for Michael O. at CAZ Investments.
Where is Michael O. based?
Michael O. is based in Houston, Texas, United States while working with CAZ Investments.
What companies has Michael O. worked for?
Michael O. has worked for Caz Investments, Boulevard Investment Group, Plantswitch, Thomist Capital Management Lp, and Belvedere Trading, Llc.
How can I contact Michael O.?
You can use AeroLeads to view verified contact signals for Michael O. at CAZ Investments, including work email, phone, and LinkedIn data when available.
What schools did Michael O. attend?
Michael O. holds Bachelor Of Business Administration (B.B.A.), Finance from Smu Cox School Of Business.
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