Senior Financial Analyst

• Aug 2021 - Present

ATHOS Private Wealth is a multi-family office providing modern financial solutions to technology professionals, executives, and founders. I assist the firm in performing private investment due diligence, managing growth, venture, and crypto funds/vehicles, and building custom portfolio strategies for high-net-worth (HNW) clients. ATHOS Private Wealth is a multi-family office providing modern financial solutions to technology professionals, executives, and founders. I assist the firm in performing private investment due diligence, managing growth, venture, and crypto funds/vehicles, and building custom portfolio strategies for high-net-worth (HNW) clients.

Senior Associate

• Aug 2020 - Jan 2022

University Growth Fund (UGF) is the largest education-based private equity fund in the country, giving university students the opportunity to gain real-world experience as they invest alongside top tier investors in many of the best companies in the country. During my time at UGF, I led teams of 15+ venture analysts and associates in performing due diligence on various venture- and growth-stage companies. I participated in 30+ deals, and closed investments in Canopy, Next Insurance, Clearcover, Ethos, Wyze, Arcadia, TradeX, Pattern, and Carbon Lighthouse. Show less

Investor Relations Assistant

• Jul 2021 - Aug 2021

Summer Analyst

• May 2021 - Aug 2021

Founded in 2012, The Firmament Group is a private investment firm based in New York, New York. The firm focuses on making opportunistic investments in various industries globally. The firm's investments range across the capital structure in the form of senior debt, junior debt, structured equity, and common equity. I assisted the firm's ventures group in sourcing & executing seed and pre-seed stage deals. My responsibilities include performing market and industry research, identifying attractive companies, and having discussions with c-suite executives. Show less

Equity Research Analyst

• Aug 2020 - Apr 2021

The BYU Silver Fund is among the nation’s largest student-run equity portfolios with ~$3M AUM. All investment decisions are made by a combination of MBA and undergraduate students. Successful investments proposed: WWE, PGR The BYU Silver Fund is among the nation’s largest student-run equity portfolios with ~$3M AUM. All investment decisions are made by a combination of MBA and undergraduate students. Successful investments proposed: WWE, PGR

Senior Associate

• May 2020 - Apr 2021

Clearstone Associates is an acquisition organization working in the trucking, dental, funeral home, crematorium, and cemetery space. Clearstone Associates looks to take advantage of undisrupted industries through superior sourcing tactics, deep relationships, and technological implementations. Clearstone Associates is an acquisition organization working in the trucking, dental, funeral home, crematorium, and cemetery space. Clearstone Associates looks to take advantage of undisrupted industries through superior sourcing tactics, deep relationships, and technological implementations.

Finance Summer Analyst

• Jun 2020 - Aug 2020

Founded in 1853 in Hartford, CT, Aetna is one of the nation's leading diversified health care benefits companies, serving an estimated 46.7 million people with information and resources to help them make better decisions about their healthcare. Aetna was acquired by CVS Health, a Fortune 5 company in 2018, and strives to build a happier, healthier world through providing effective, affordable healthcare. Founded in 1853 in Hartford, CT, Aetna is one of the nation's leading diversified health care benefits companies, serving an estimated 46.7 million people with information and resources to help them make better decisions about their healthcare. Aetna was acquired by CVS Health, a Fortune 5 company in 2018, and strives to build a happier, healthier world through providing effective, affordable healthcare.

Student Accountant

• Jun 2019 - Jun 2020

While attending BYU as a Sophomore/Junior, I had the opportunity to manage expenses for the school's Political Science department. As the sole accountant for the department, I worked directly with the office manager in creating budget and expense reports to catalog department transactions. While in this position, I had the unique experience of seamlessly transitioning expense documentation and processing upon the integration of a new expense management platform. While attending BYU as a Sophomore/Junior, I had the opportunity to manage expenses for the school's Political Science department. As the sole accountant for the department, I worked directly with the office manager in creating budget and expense reports to catalog department transactions. While in this position, I had the unique experience of seamlessly transitioning expense documentation and processing upon the integration of a new expense management platform.

Sourcing Intern

• Jan 2020 - Apr 2020

SymphonyAI is an operating group of leading B2B companies providing artificial intelligence solutions in Retail, CPG, Healthcare, Life Sciences, Industrial Manufacturing, Energy, Oil & Gas, Media, and Financial Services. Established in 2017 on a $1B investment by founder Dr. Romesh Wadhwani, SymphonyAI has since grown from startup to $2.5B revenue, $10B EV. SymphonyAI is an operating group of leading B2B companies providing artificial intelligence solutions in Retail, CPG, Healthcare, Life Sciences, Industrial Manufacturing, Energy, Oil & Gas, Media, and Financial Services. Established in 2017 on a $1B investment by founder Dr. Romesh Wadhwani, SymphonyAI has since grown from startup to $2.5B revenue, $10B EV.

Industry Research Intern

• Jan 2019 - Apr 2019

Warmzone Radiant Heat is a Utah-based company specializing in floor heating systems, as well as other household heating solutions. While working as a competitive analysis intern for Warmzone, I investigated marketing, pricing, and product strategies delivered by industry competitors and developed high-level recommendations. Research was conducted on optimal social media presence, online/tangible advertising strategies, search engine optimization (SEO), and practicality of introducing new products. Show less