Executive Profile

Jimmy M. Rogers
CFA Houston

T/  713.465.4055
F/  713.465.0102
E/  JMR @cfaw.com

Jimmy Rogers is the Research Manager for CFA's Houston office, responsible for business research and data management for client projects. She has fifteen years of business experience as a banker, business owner, and research manager.

Prior to CFA, Jimmy worked as a personal banker with Bank of America and co-owner of a construction business. She began her career as a grade school teacher and was a flight attendant with a major airline. Her experience researching businesses includes more than twenty transactions, and she personally verifies the data when necessary. Jimmy also manages the preparation of Confidential Descriptive Reports and other documentation for investment opportunities. Some of her research sources include:

• CFA's private database of institutional investors
• Dun & Bradstreet Directory of Private Companies
• Standard & Poor's Directory of Industrial Companies
• Thomas Registry of US Manufacturers
• Hoover's Directory of US Companies
• RMA Industry Financial & Credit Data
• M&A Worldwide Mid-Market Comparables
• First Research Market Research
• Multiple industry-specific databases
• CFA's private database of done deals

Jimmy has a degree in Education from Ellsworth College and a BS in Business from Excelsior College of the State University of New York. She also graduated from the New York Institute of Photography and serves as CFA's official photographer for documentation and publications.