Invests in
Locations:
Min Investment:
$250,000.00Max Investment:
$500,000.00Target Investment:
$375,000.00
Skills
Education
- SV
Lists including Landon
Work Experience
2024
CRE Investment Analyst Intern
2024
2023 - 2024
Student Associate
2023 - 2024
• Evaluate projects through market research, demographic trends, entitlement review, and proforma analysis • Conduct thorough due diligence on different asset classes in a wide range of geographic regions • Create detailed presentations of findings and present them to the investment committee and advisory board
Graduate Student Research Fellow
2023 - 2024
2021 - 2024
Business Analyst
2021 - 2024
• Consult with 25 businesses. Doubled revenue for one local window washing business by training all employees upsell techniques • Educate business owners on proper accounting procedures, capital budgeting, and interpretation of key financial statistics • Assist entrepreneurs in creating business plans, identifying target markets, performing market research, creating financial reports, receiving funding or loans, and registering businesses with the state
2023 - 2023
Investment Analyst Intern
2023 - 2023
2023 - 2023
Account Executive
2023 - 2023
2022 - 2023
Venture Capital / Private Equity Analyst
2022 - 2023
Student venture fund ran through Utah State University.
2022 - 2022
Venture Capital Summer Analyst
2022 - 2022
Portfolio Manager | Equity Team Lead
2021 - 2021
• Perform daily market research through Bloomberg and analyze specific stocks to make equity investment recommendations in team of 8 students • Meet weekly with team members to discuss financial markets, portfolio returns, and portfolio segment strategies
2020 - 2021
Security Assistant
2020 - 2021
• Developed and implemented new electronic device policy for company secure rooms ensuring compliance with billion-dollar NASA/military contracts and boosting competitiveness for future contracts • Hold “SECRET” US government security clearance, supporting classified facilities and projects for US government contractors • Organized and accurately updated classified databases supporting 100+ reports • Hold “SECRET” US government security clearance. Support classified facilities and projects for US government contractors • Ensure facility access control facility access control in accordance with government policy, including authorization to enter classified spaces, specific visitor escorts, and employee badge access as part of 6-member team