Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Christian
Work Experience
2022 - 2024
Chief Executive Officer
2023 - 2024
Chief Financial Officer
2022 - 2023
Fractional Chief Financial Officer
2022 - 2022
2022 - 2022
Senior Vice President of Funds and Transactions
2022 - 2022
2020 - 2022
Principal
2021 - 2022
Senior Associate
2020 - 2021
2019 - 2020
Board Member
2019 - 2020
CarLotz, Inc. (Nasdaq: LOTZ) is a leading consignment-to-retail used vehicle marketplace.
2016 - 2020
Private Equity Associate
2019 - 2020
Key Responsibilities Included: - New deal analysis - Due diligence execution, including: financial modeling, financial analysis, operational review, transaction document execution, and preparation of investment committee materials - Growth execution and business development - Investor relations - Board representation - Portfolio management - Industry / competitive research
Senior Analyst
2017 - 2019
Private Equity Intern
2016 - 2017
2015 - 2017
Founding Member
2015 - 2017
Instituted and devised, along with Managing Director, the creation of Purdue Ventures, Purdue’s venture capital entity Solicited and implemented a venture investment platform for investment deal flow and management of Purdue Venture’s $37million AUM Assessed investment opportunities for Purdue Venture funds to make Early Stage & Series A investments in Purdue-based startups, totaling $1.75million+ to date
2014 - 2015
Global Information Delivery System Intern
2014 - 2015
Assisted in the implementation of a global investment system to foster efficient account performance monitoring Assessed the data culture, structure, and accounting for 11 portfolios worth $10 million+ Developed project plans and reports for each stage in the global investment system project Administered reconciliation and reporting of six equity and five fixed income portfolios
2013 - 2014
Purchasing Consortium Cost Analyst Intern
2013 - 2014
Reduced parts and commodities costs by 25% for clients Remodeled supply chain profiles and costs of clients to maximize profit margins, saving client $30,000 in costs Prepared savings reports and material pricing strategies for consortium upper management
2013 - 2013
Transportation Logistic Intern
2013 - 2013
Evaluated pricing of loads, market trends, and supply and demand of products Managed truckload shipments Coordinated with carriers and clients to execute shipments