Experience

Trinity Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Senior Accountant

  • Feb 2023 - Present



Gradient Analytics

• United States
• Financial Services
• 1 - 100 Employee

• Equity Financial Analyst - Forensic Accountant

  • Oct 2014 - Feb 2023

  • Composed over 80 detailed reports based on earnings quality with a focus on the retail, industrial, and technology sectors for institutional asset managers; received notable responses regarding Netgear, Salvatore Ferragamo, Aggreko, and Zumiez; top idea generated excess relative return over 70% • Collaborated with a team on construction of highly successful unit investment trusts, with over $5.0 billion in assets under management; vetted potential equities by evaluating earnings quality, analysts’ expectations, executive behavior, and corporate governance; documented excess relative returns of several Baker’s Dozen portfolios • Offered business development support by accompanying the President of the company in face-to-face meetings with portfolio managers; served as the primary product expert during these meetings • Mentored and trained a team of five junior business analysts by leading training courses, reviewing research ideas, editing reports to ensure that performance targets and client needs were met Show less



ASU Student Investment Management Fund

• United States
• Investment Management
• 1 - 100 Employee

• Alumni

  • May 2014 - May 2015

  • Chosen through rigorous selection process to be member of Student Investment Management Fund at Arizona State University to actively manage portfolio of $950,000 donated by industry professionals • Collaborated to develop and implement strategies and reported the portfolio’s performance to the Board of Directors and fund contributors semi-annually; at the last report in May 2015, the fund was up 5.08%, which was 22 basis points over the benchmark, Russell 3000 • Chosen through rigorous selection process to be member of Student Investment Management Fund at Arizona State University to actively manage portfolio of $950,000 donated by industry professionals • Collaborated to develop and implement strategies and reported the portfolio’s performance to the Board of Directors and fund contributors semi-annually; at the last report in May 2015, the fund was up 5.08%, which was 22 basis points over the benchmark, Russell 3000



Boeing

• United States
• Aviation & Aerospace
• 700 & Above Employee

• Production Scheduling Intern

  • Aug 2014 - Oct 2014

  • Performed scheduling impact analyses related to change requests to add and update sales orders• Performed schedule related risk and opportunity analyses, incorporated approved changes to the schedule, and implemented new schedules• Ensured configuration control of integrated program plans and schedules• Analyzed supplier lead time and capacity to develop project level schedules for new spares acquisition business and proposals• Resolved discrepancies between incompatible information systems to track orders and charge lines and improve performance Show less

• Business & Planning Intern

  • May 2014 - Aug 2014

  • Implemented new health metrics on programs with prior inconsistent visibility. Created a report to manage financial performance that alerted the analyst when projects got close to reaching the funding threshold. Development required new processes to map information between two incompatible information systems used for contracts and accounting. • Rewrote the programming language on an existing model, utilizing Visual Basic in Microsoft Excel, to automate functions which increased efficiency by 3.0% and better supported customers’ needs.• Developed profiles for the long-range business plan and evaluated assumptions used which enabled our team to provide senior management with an assessment of costs and value of future opportunities. • Analyzed high risk contracts and cost effectiveness ratios across sites and programs and provided senior management recommendations regarding the timing of revenue recognition to help the organization meet its goals while complying with Sarbanes Oxley regulations. Show less



Massage Envy

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Licensed Massage Therapist

  • Apr 2010 - May 2014

  • Increased client loyalty to over 80% retention (company's expectation 50%), and consistently exceeded performance goals, by tracking clients’ progress, and cultivating professional relationships • Awarded Employee of the Year 2011 after utilizing leadership and teamwork skills to lead change initiatives between two teams of 50 employees to move the organization toward its goals • Increased client loyalty to over 80% retention (company's expectation 50%), and consistently exceeded performance goals, by tracking clients’ progress, and cultivating professional relationships • Awarded Employee of the Year 2011 after utilizing leadership and teamwork skills to lead change initiatives between two teams of 50 employees to move the organization toward its goals