Experience

Vista Capital Partners

• United States
• Investment Management
• 1 - 100 Employee

• Head of Research

  • Jan 2023 - Present

• Research Associate

  • Apr 2021 - Jan 2023



Stockman Bank of Montana

• United States
• Banking
• 200 - 300 Employee

• Credit Analyst

  • Nov 2019 - Apr 2021

  • Analyzed financial statements to identify client’s strengths and weaknesses • Effectively managed risk by assessing creditworthiness of borrowing entities and guarantors • Created pro-forma financial models to determine debt repayment ability and deal profitability • Prepared spreadsheets, reports and credit summaries on new and existing loans • Completed residential and commercial real estate evaluations for collateral purposes • Reviewed loan files to ensure quality… Show more • Analyzed financial statements to identify client’s strengths and weaknesses • Effectively managed risk by assessing creditworthiness of borrowing entities and guarantors • Created pro-forma financial models to determine debt repayment ability and deal profitability • Prepared spreadsheets, reports and credit summaries on new and existing loans • Completed residential and commercial real estate evaluations for collateral purposes • Reviewed loan files to ensure quality, consistency and compliance with lending guidelines

• Banking Intern

  • Aug 2019 - Nov 2019

  Stockman Bank of Montana is the largest privately-held community bank in Montana. The bank is focused on creating long lasting relationships with their customers through integrity, expertise, and results. • Interacted, performed, and learned aspects of the bank’s day-to-day activities • Worked with multiple departments in the bank including asset management and insurance • Received commercial credit analysis training



KPMG Greece

• Greece
• Accounting
• 500 - 600 Employee

• Deal Advisory & Forensic Intern

  • Jun 2018 - Aug 2018

  KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. They operate in 147 countries and territories, and have more than 219,000 people working in member firms around the world. • Detected, investigated, and resolved instances of financial fraud and crime • Involved in multimillion-dollar asset tracing cases • Assisted in due diligence reports for mergers and acquisitions • Helped in the development of a business plan for a… Show more KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. They operate in 147 countries and territories, and have more than 219,000 people working in member firms around the world. • Detected, investigated, and resolved instances of financial fraud and crime • Involved in multimillion-dollar asset tracing cases • Assisted in due diligence reports for mergers and acquisitions • Helped in the development of a business plan for a multinational corporation • Translated documents and created a Power Point presentation for a project involving an international conflict Show less