Invests in
Stages:
Sectors:
Locations:
Min Investment:
$5,000,000.00Max Investment:
$50,000,000.00Target Investment:
$25,000,000.00
Skills
Education
- Uo
- TU
- Uo
Work Experience
2023
Senior Manager, Strategy & Investor Relations
2023
2022 - 2023
Director of Strategic Finance
2022 - 2023
2018 - 2021
Associate – Acquisitions
2020 - 2021
Associate – Deal Origination
2020 - 2020
Analyst – Deal Origination
2018 - 2020
2016 - 2017
Quantitative Analyst, Credit Risk Modeling
2016 - 2017
• Co-developed a transition matrix, probability-of-default model for stress testing the bank's $4B transportation finance loan portfolio • Built a logistic regression, probability-of-default model on the transportation finance portfolio for Advanced-Internal Ratings Based Basel II capital adequacy requirements • Authored the documentation for the A-IRB model, detailing its development, segmentation, compliance and implementation
2013 - 2015
Student Investment Fund Manager
2015 - 2015
• Determined optimal security weights for the fund, which totaled over $4.25M in value • Performed fundamental analysis and found intrinsic stock values in security reports on Intel and Yahoo • Investigated semiconductor and internet industries and IT sector using Porter five forces analysis, supply-and-demand analysis, and financial performance analysis • Screened large-cap stocks to find a previously un-owned company in which to invest
Business and Advertising Manager for The Collegian, Student Newspaper
2014 - 2015
• Determined prices and corresponded with advertisers, selling over $28K in ads, a 5% increase from previous year • Attracted new clients from other local publications with aggressive outreach campaign • Oversaw and managed payroll for 50+ employees • Implemented 30-day discount period to expedite ad payment
Staff Writer for The Collegian, Student Newspaper
2013 - 2015
• Awarded National Finalist in Collegiate Sports Writing by Society of Professional Journalists (2015) • Awarded First Place in Sports Reporting by Oklahoma Collegiate Media Association (2014) • Wrote award-winning satirical, weekly sports news column • Collaborated with staff to proofread, layout, and publish paper by weekly deadline
2014 - 2014
Cost Analyst
2014 - 2014
• Assisted with payroll, data entry, accounts payable, accounts receivable, and job costing
2012 - 2013
Termite Technician
2012 - 2013
• Routinely finished daily routes ahead of schedule • Provided superior customer service by communicating with customers and addressing concerns and complaints
Summer Research Intern
2009 - 2011
• Updated and interpreted scoliosis patient information in Microsoft Access database • Assisted in lab research by extracting DNA from blood samples • Shadowed physicians and collected data on scoliosis patients at Shriners Hospital