Invests in
Locations:
Min Investment:
$2,000,000.00Max Investment:
$50,000,000.00Target Investment:
$5,000,000.00
Skills
Education
- US
Lists including Jameson
Work Experience
2023
Board Observer
2023
Board role as part of RET Ventures Series A investment
2023
Board Member
2023
Board role as part of RET Ventures Series A investment
2023
Board Observer
2023
Board Observer role as part of RET Ventures Series B investment
2022
Board Member
2022
Board role as part of RET Ventures Series Seed investment
2020
Vice President
2022
Associate
2020 - 2022
2020
Board Observer
2020
Board Observer role as part of RET Ventures Series A investment
2016 - 2020
Investment Banking Associate
2016 - 2020
Real Estate Industry Group
2013 - 2016
Athletic Tutor
2013 - 2016
Present content matter in alternative ways to help student athletes better understand concepts and perform more efficiently in class.
2015 - 2015
Credit Analyst Intern
2015 - 2015
`• Reviewed counterparty financial statements in detail and determined internal credit limits based on counterparty liquidity (specifically looking at FFO/Debt and committed credit facilities) as well as possible future trading activity. • Analyzed internal credit rating models that presented default probabilities of counterparties based on a matrix rating model that incorporated a combination of qualitative and quantitative measures including FFO/Debt, Debt/Capital, Debt/EBITDA, off balance sheet liquidity, future market expectations, management character, industry competition, etc. • Monitored and understood asset class exposures (physical/paper) as well as forward exposure analytics for counterparties which incorporated both plausible and stress exposures using variables like historical commodity price volatility, expected future trades with CP, contract liquidity, and forward price curve. • Group finalist within intern innovation challenge, contributing to the conference-room scheduling platform for the entire company. Koch Business Solutions is implementing the idea circa 2015.
2014 - 2015
Customer Service Representative
2014 - 2015
• Reviewed product information and monitored inventory flow from manufacturer to warehouse • Determined inventory needs as well as solving discrepancies within our inventory management system • Regularly interacted with customers on regular basis resolving order issues as well as offering insight into the skiing and climbing product category receiving high customer satisfaction ratings.