Stuart C. Werner

***** **** **** #***

Dallas, Texas 75240

415-***-****

captstuart882 @gmail.com

Summary:

Extensive experience in building, developing and maintaining institutional relationships from a number

of roles including research, sales and banking within the investment industry. have successfully worked

on both the buy and sell side as a fund raiser, institutional salesman and investment banker.

Work Experience

2018-present-Commerce Street Capital LLC-Managing Director Dallas, TX

Work closely as a business developer with other team members including M&A, capital raising,

valuations and advisory work for a number of both large and middle market companies. Currently

chosen by firm to work on sourcing institutional investors for 2 large energy infrastructure projects in

the midstream space. Selected by the CEO and Chairman of the firm to appear on a number of TV

programs including Fox Business and TD Ameritrade to discuss the economy and the stock market as a

way to enhance the image of the firm.

1968-2018

Series of job opportunities with a number of investment banking/research firms marketing investment

research and banking placements for companies in various stages of development including pre IPO, IPO

and post follow on offerings. In every case became either the largest or close to the largest producer of

production among my counterparts and achieved largest share of respective market as measured by

McGlagen Analytics or Greenwich Data Services.

Firms where was employed include the following:

The Bank Of New York, Oppenheimer, Montgomery Securities, Hambrecht & Quist, Prudential

Securities, Rauscher Pierce, Needham & Co, First Union and National Securities.

Licenses: series 7, 63, 24, 42, 79

Military Experience

US Marine Corps —Captain Fixed Wing Aviator

Flew high performance, all weather, jet aircraft including A4E “Skyhawk” and F4U “Phantom”. Tours of

duty included the Mediterranean, Japan, Philippines and Southeast Asia. Decorated for service in

combat including the Air Medal, Presidential Unit Citation and Distinguished Naval Aviator.

Education

Washington & Jefferson College

Economics, English-BA

New York University Stern School Of Business

Finance, Marketing

Activities:

Competitive runner, swimmer and hiking enthusiast

References available upon request

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