Experience

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  BYU Silver Fund

  • Provo, Utah, United States

  • Equity Research Analyst

    • Sep 2023 - Present
    • Provo, Utah, United States

    Performed fundamental analysis and made investment decisions on small to large-cap companies.Select Transaction experience: Paypal (Fintech, $63.4B market cap): Financial statement and industry analysis, comps analysis, competitive protections.Enphase (Solar, $17.9B market cap): Valuation, risk assessment, competitive protections, growth prospects, comps analysis.

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  Dodge & Cox

  • San Francisco, California, United States

  • Finalist at West Coast Case Competition

    • Dec 2023 - Dec 2023
    • San Francisco, California, United States

    Pitched a short on Fox News Corp (FOXA)

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  Ethos Investment Management

  • Provo, Utah, United States

  • Equity Research Extern

    • Oct 2023 - Dec 2023
    • Provo, Utah, United States

    Performed due diligence on investment opportunities in Emerging Markets, specifically Asia and Latin America.Select Transaction experience: Taiwanese electronic cable company ($7bn market cap): Valuation, comps analysis, ESG analysis, competitive protections.

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  University Growth Fund

  • Salt Lake County, Utah, United States

  • Analyst

    • May 2023 - Oct 2023
    • Salt Lake County, Utah, United States

    Conducted diligence on 7 proposed investments, presented to groups of 30+; co-led rotating sections of the deals.Select Transaction Experience:Seed-stage Data Analytics company: M&A deal & post-valuation industry analysis, analyzed 4 firms as potential acquirers.Growth-stage Beauty Company-$500K Convertible note: Analyzed revenue models for 5 product sectors & top 4 products.

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  Evergreen Partners

  • Provo, Utah, United States

  • Project Lead

    • May 2023 - Aug 2023
    • Provo, Utah, United States

    Headed producing firm’s pitch deck (industry analysis, tailwinds, prior deals). Deck pitched to 20+ institutional investors.Led creating pitch decks, membership and financial forecasts, and equity waterfalls for four $8-50M acquisitions.

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  HealthTree Foundation

  • Lehi, Utah, United States

  • HealthTree Moves Coordinator

    • Jan 2023 - Mar 2023
    • Lehi, Utah, United States

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  HealthTree Foundation

  • United States
  • Wellness and Fitness Services
  • 1 - 100 Employee

  • Social Media & Fundraising Associate at the HealthTree Foundation

    • Nov 2020 - Jun 2021

  • Grant Writer

    • Aug 2020 - Nov 2020

  • Patient Experience Associate

    • Aug 2019 - Jul 2020

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  Happify Health

  • Salt Lake County, Utah, United States

  • Report Manager

    • Jan 2021 - Apr 2021
    • Salt Lake County, Utah, United States