Experience

Rockbridge Growth Equity, LLC

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity Associate

  • Jun 2023 - Present



Baird

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Nov 2021 - Jun 2023



Stout

• United States
• Financial Services
• 700 & Above Employee

• Business Valuation Associate

  • Jul 2019 - Nov 2021

  • Responsible for valuation engagements to determine the fair market value of client companies to be used for transactions, estate planning, portfolio valuation, litigation valuation disputes, purchase price accounting, and solvency opinions • Involved in all aspects of the engagement process including building fully integrated three statement discounted cash flow (DCF) models, comparable company analysis, precedent transaction analysis, due diligence calls, data room organization and management, and development of client deliverables Show less



BNP Paribas CIB

• France
• Financial Services
• 700 & Above Employee

• Global Markets Summer Analyst

  • May 2018 - Aug 2018

  • Formulated a 90-day curve steepener trade, analyzing the microeconomic effects of a flattening yield curve, reaching desired exit levels in 16 days with a $150,270 profit • Prepared the Commodities desk for sales meetings by analyzing financial reports of major oil consumers and producers to project their forward looking hedging strategies • Dissected and organized sales data to create a presentation highlighting growth in different facets of "Global 2 Local" markets underscoring opportunities to better monetize clients Show less



North Star Partners, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Private Equity Intern

  • Jun 2017 - Aug 2017

  • Programmed a linear regression model to identify stocks with the most consistent growth, leading to $200,000 investment into selected stocks • Researched and purchased $500,000 in equities in utility and national defense industries, which outperformed market by 20% • Analyzed financial models for real estate investments and concluded that investment's returns were below desired IRR saving the company time and money • Evaluated potential acquisition opportunities for local, middle-market businesses, one of which North Star is currently in negotiation for Show less



MPOWERED ENTREPRENEURSHIP - START-UP HIGH SCHOOL

• Team Leader

  • Jan 2016 - Jan 2017

  • Led 3-person team in planning of all-day training event for local high school students interested in entrepreneurship and successfully brought 3 guest speakers to present advice and personal anecdotes for these students • Guided group of 12 young entrepreneurs through the Start-up High School event facilitating discussion and analysis of their business plan, yielding a deeper student understanding of goals and next steps • Led 3-person team in planning of all-day training event for local high school students interested in entrepreneurship and successfully brought 3 guest speakers to present advice and personal anecdotes for these students • Guided group of 12 young entrepreneurs through the Start-up High School event facilitating discussion and analysis of their business plan, yielding a deeper student understanding of goals and next steps



TITLE SOURCE INC

• Final Policy Intern

  • Apr 2016 - Aug 2016

  • Audited employee use of in-house software to classify defaulted title insurance policies and made recommendations for changes to software resulting in higher rate of correct classifications • Corrected over 1,000 insurance policies to expedite mortgage process allowing loans and policies to be issued faster and enabling company to avoid significant fines • Audited employee use of in-house software to classify defaulted title insurance policies and made recommendations for changes to software resulting in higher rate of correct classifications • Corrected over 1,000 insurance policies to expedite mortgage process allowing loans and policies to be issued faster and enabling company to avoid significant fines



Quicken Loans

• United States
• Financial Services
• 700 & Above Employee

• Summers Facilities/ Purchase Operations Intern

  • Jan 2014 - Jan 2015

  • Coordinated and set-up meeting rooms throughout First National Bank building which allowed meetings to flow smoothly and efficiently optimizing use of limited meeting space • Created reports using company software to analyze customer satisfaction and made recommendations for improvement which were later implemented • Coordinated and set-up meeting rooms throughout First National Bank building which allowed meetings to flow smoothly and efficiently optimizing use of limited meeting space • Created reports using company software to analyze customer satisfaction and made recommendations for improvement which were later implemented



Quicken Loans

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • May 2013 - Aug 2013

  • Audited Pre-Approval Letters ensuring mortgage bankers filed proper documentation and reached out to associated realtors, resulting in 50% fewer errors at end of the project • Organized and implemented office-wide competitions to increase team morale resulting in significant increase of output of loans issued through these periods • Audited Pre-Approval Letters ensuring mortgage bankers filed proper documentation and reached out to associated realtors, resulting in 50% fewer errors at end of the project • Organized and implemented office-wide competitions to increase team morale resulting in significant increase of output of loans issued through these periods