Experience

American United Federal Credit Union

• United States
• Banking
• 1 - 100 Employee

• Teller

  • Aug 2023 - Present

  ▪ Provide exceptional customer service while managing financial transactions ▪ Provide exceptional customer service while managing financial transactions



Mathnasium - The Math Learning Center

• United States
• Education Administration Programs
• 700 & Above Employee

• Instructor

  • Sep 2022 - May 2023

  ▪ Used proven methods to develop mental math abilities, number sense, and math problem-solving skills ▪ Taught students from a diverse background in grades 7-12 to achieve grade-level math skills ▪ Used proven methods to develop mental math abilities, number sense, and math problem-solving skills ▪ Taught students from a diverse background in grades 7-12 to achieve grade-level math skills



Barney Trucking

• United States
• Truck Transportation
• 1 - 100 Employee

• IT Specialist

  • 2021 - 2023

  ▪ Kept 300+ records up-to-date by working within the company’s information systems ▪ Built amortizations schedules and pivot tables in Excel to manage and present financial information ▪ Managed 5 partner companies by constructing data tables to track and update rates information ▪ Kept 300+ records up-to-date by working within the company’s information systems ▪ Built amortizations schedules and pivot tables in Excel to manage and present financial information ▪ Managed 5 partner companies by constructing data tables to track and update rates information



Charles Pacific Group

• Private Equity Analyst

  • Aug 2021 - Oct 2021

  ▪ Worked with a team of 4 interns to screen 500+ companies in the commercial landscaping industry ▪ Created an investment thesis around the commercial electrical services industry by looking at factors such as total addressable market, level of fragmentation, and level of cyclicality ▪ Attended weekly meetings with the firm’s founder and team of interns to discuss different industries and investment potential to build critical thinking and idea-generation skills ▪ Worked with a team of 4 interns to screen 500+ companies in the commercial landscaping industry ▪ Created an investment thesis around the commercial electrical services industry by looking at factors such as total addressable market, level of fragmentation, and level of cyclicality ▪ Attended weekly meetings with the firm’s founder and team of interns to discuss different industries and investment potential to build critical thinking and idea-generation skills



Vermilion Rock Advisors

• Investment Banking
• 1 - 100 Employee

• Analyst

  • Jan 2021 - Apr 2021

  ▪ Collected and aggregated financial data from public and private databases to differentiate good potential acquisition targets from sub-par targets by looking at factors such as previous funding and acquisition ▪ Screened 800+ companies across various industries including energy, technology, and manufacturing ▪ Identified 200+ companies that fit criteria benchmarks such as target geographies and funding status ▪ Used financial data platforms Pitchbook and Crunchbase to screen companies ▪ Sourced and constructed memos on 8 financial and strategic buyers for a print solutions/graphics company Show less