Principal

• Jun 2023 - Present

Vice President

• Dec 2021 - Jun 2023

Associate

• Jan 2020 - Dec 2021

Investment Banking Associate - Consumer Products

• Nov 2018 - Dec 2019

Investment Banking Analyst - Consumer / Active Lifestyle Brands

• Dec 2014 - Jan 2018

Investment Banking Analyst

• Feb 2014 - Dec 2014

• Worked directly with senior management on several transactions, which included sell side deals, capital raises, and valuations. • Drafted buyer lists, put together marketing materials, and contacted prospective investors. • Led marketing efforts to source new business. • Conducted multiple valuations involving the Discounted Cash Flow, Guideline Public Company, and Mergers & Acquisitions method. • Created management presentations and research reports on the Sport Apparel and Health Care Equipment Industries. Show less

Vice President

• Mar 2013 - Dec 2013

• Led the revamping of the club & recruited 90 members • Managed a team of 11 diverse students • Organized six speaker events on campus • Recruited a total of seven business professionals to come speak at the university • Created website & handled social media (Twitter, Facebook). • Designed & distributed flyers • Led the revamping of the club & recruited 90 members • Managed a team of 11 diverse students • Organized six speaker events on campus • Recruited a total of seven business professionals to come speak at the university • Created website & handled social media (Twitter, Facebook). • Designed & distributed flyers

Student

• Aug 2012 - Dec 2013

Financial Analyst Intern

• Jul 2013 - Aug 2013

• Conducted extensive analysis of the financial statements and company ratios (financial, operational, liquidity, and leverage) for restructuring purposes • Focused on determining ways to cut costs most effectively • Shadowed senior accountant during quarterly financial statement preparation. Focused primarily on the cash flow statement. • Conducted extensive analysis of the financial statements and company ratios (financial, operational, liquidity, and leverage) for restructuring purposes • Focused on determining ways to cut costs most effectively • Shadowed senior accountant during quarterly financial statement preparation. Focused primarily on the cash flow statement.

Private Equity Intern

• Jun 2012 - Aug 2012

SCF Partners – Oilfield Services Private Equity Firm • Assisted in ongoing management of portfolio investments • Established shareholder ownership excel files for internal analysis • Researched market dynamics for the North American shale plays • Helped to evaluate new initiatives for a completeness services platform company SCF Partners – Oilfield Services Private Equity Firm • Assisted in ongoing management of portfolio investments • Established shareholder ownership excel files for internal analysis • Researched market dynamics for the North American shale plays • Helped to evaluate new initiatives for a completeness services platform company