Financial Advisor - Crossvault Team

• Oct 2023 - Present

Portfolio Manager

• May 2021 - Sep 2023

Sendero Wealth Management is a private, boutique wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations. Sendero Wealth Management is a private, boutique wealth management firm comprised of independent thought leaders. We offer unbiased advice and personalized investment strategies to help protect, preserve, and grow your wealth responsibly. Our goal is to propel your legacy forward for future generations.

Senior Credit Analyst

• Jul 2020 - May 2021

- Manage a multi-million dollar portfolio of small business borrowers, interacting daily with unique businesses, from hundreds of industries throughout the U.S, to review and analyze commercial loan applications- Consistently performed in top 10% of team for loan originations with over $1M in monthly fundings- Developed and led internal trainings to introduce new software and improve scalability- Analyzed internal and industry data to present insights for senior leadership and bank partners Show less

Credit Analyst

• Jun 2019 - Jun 2020

SmartBiz is revolutionizing small business lending with its technology platform to provide quick, affordable financing to small businesses across America.

Sales Development Representative

• Jul 2018 - Jun 2019

Andela is solving the technical talent shortage by building distributed engineering teams with Africa's top software developers. Andela is solving the technical talent shortage by building distributed engineering teams with Africa's top software developers.

Workaway Volunteer

• Aug 2017 - Nov 2017

Helped secure $700k in grant and loan funding for a solar home system distribution startup Helped secure $700k in grant and loan funding for a solar home system distribution startup

Equity Research Associate

• Feb 2015 - Jul 2017

- Researched potential long equity position across all industries using a variety of materials for a range of market-cap portfolios with value investment characteristics - Modeled appropriate risk/reward scenarios for potential investments and identified key catalysts - Led due diligence meetings with C-Suite teams and senior sell side analysts - Prepared quarterly portfolio performance attribution review write-ups for current and potential clients - Researched potential long equity position across all industries using a variety of materials for a range of market-cap portfolios with value investment characteristics - Modeled appropriate risk/reward scenarios for potential investments and identified key catalysts - Led due diligence meetings with C-Suite teams and senior sell side analysts - Prepared quarterly portfolio performance attribution review write-ups for current and potential clients

Project Management Intern, Corporate Finance

• May 2014 - Aug 2014

Assisted with transition of Australian operations to the corporate finance shared services center. Led project to provide an outside perspective on functional processes by way of an immersion program. Created dynamic chart to compare MasterCard metric measurements with benchmark data; analyzed findings and presented to senior management. Participated in and led project meetings, which includes: updating action item status reports, preparing an agenda, collecting/distributing project minutes, and confirming the schedule. Show less