Excel Level One

Mary McDonald is a Certified Public Accountant and a Portfolio Administrator at Capstone Asset Management Company.  Capstone is an independently operated, privately owned investment advisory firm headquartered in Houston, Texas.  Capstone manages over $4 billion in assets for its institutional and individual clients.

In her career, Mary has worked in public accounting, in the homebuilding industry, and most recently in the financal services industry.  She has served in internal audit, corporate financial analysis, and software development, implementation, training and support.

In all of these roles she has been an avid user of Excel.  In Mary's current position at Capstone, advanced Excel skills are required, as well as team coordination and the training of new staff members.  

Mary has an accounting degree from Texas A&M University. She is happy to share her software skills with people who are eager to learn.