Invests in
Locations:
Min Investment:
$2,000,000.00Max Investment:
$50,000,000.00Target Investment:
$5,000,000.00
Skills
Education
- BY
High School Diploma
Timpanogos High School(2007 - 2010)
Lists including Jaymie Fung
Work Experience
2022
Vice President
2024
Venture Capital Associate
2022 - 2024
2023
Board Observer
2023
Board role as part of RET Ventures Series Seed investment
2021
Board Member
2021
Currently serves on the Endowment Committee.
2017 - 2022
Private Equity Associate
2021 - 2022
Private Equity Analyst
2018 - 2021
Investment Analyst
2017 - 2018
2015 - 2017
Financial Services Staff Auditor
2015 - 2017
Established relationships with multiple clients in the banking and wealth and asset management sector at the upper management levels Worked with Seniors and Managers for planning, fieldwork, and completion of audit through coordination of client deliverables. Performed detailed analytical and substantive procedures over financial statement fluctuations Reviewed/analyzed client internal controls over financial reporting and identified issues and possible improvement recommendations Managed various competing and aggressive timelines
2014 - 2014
Private Company Services Assurance Intern
2014 - 2014
2013 - 2014
Multicultural Student Services New Student Program Assistant
2013 - 2014
Designed new orientation program for the Multicultural Student Services Program at BYU.