Experience

CornerStone Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • Nov 2020 - Present

• Associate Director

  • Dec 2018 - Nov 2020

• Associate

  • Apr 2017 - Dec 2018


KPS Capital Partners
• United States
• Financial Services
• 1 - 100 Employee
• Associate

  • Aug 2015 - Jan 2017


BB&T Capital Markets

• Capital Markets
• 100 - 200 Employee

• Investment Banking Analyst

  • Apr 2014 - Jul 2015

  Worked on 7 sell-side transactions and numerous pitches with full responsibility for diligence, valuation analysis, and presentations Focused primarily on middle market, sell-side M&A in the following industry verticals: (i) Commercial & Industrial and (ii) Logistics & Transportation Worked on 7 sell-side transactions and numerous pitches with full responsibility for diligence, valuation analysis, and presentations Focused primarily on middle market, sell-side M&A in the following industry verticals: (i) Commercial & Industrial and (ii) Logistics & Transportation



Altius Associates

• Investment Associate

  • Jul 2012 - Apr 2014

  Diligenced private equity managers for consideration as part of fund of funds and separate account mandates (including Private Equity, Venture Capital, Energy & Infrastructure, Timber, and Credit managers) Evaluated 15 different managers and evaluated four separate co-investment transactions Presented investment opportunities to Investment Committee through written and oral presentations Coordinated the execution of investments across all deal types, including working closely with internal (e.g., internal counsel, compliance) and external parties (e.g., private equity managers, external counsel) and monitored performance and risk profile of existing portfolio Interacted regularly with institutional clients: prepared for and participated in monthly pipeline calls, completed and participate in portfolio performance presentations, and responded to ad-hoc client requests Assisted in the management, execution, and monitoring of an emerging manager program Show less



BDO USA, LLP

• Accounting
• 1 - 100 Employee

• Assurance Intern

  • Jun 2011 - Aug 2011

  Participated in year-end audit engagements – visiting client sites, reconciling trial balances, preparing and tying out work papers for various clients including: a government-owned corporation receiving $8 billion in government funds annually; a micro-cap public company; three private corporations and a not-for-profit association Participated in employee benefit plan audit engagement of a large-cap public corporation Delivered a presentation on a specific accounting topic to local partners and senior manager Show less



PwC

• Professional Services
• 700 & Above Employee

• Participant in Washington Metro Leadership Adventure Program

  • May 2011 - May 2011

  An orientation and training program for recruits, offering insight into corporate leadership best practices, the public accounting industry and networking opportunities with PwC employees An orientation and training program for recruits, offering insight into corporate leadership best practices, the public accounting industry and networking opportunities with PwC employees

• Participant in Pathway to Success Externship

  • Jun 2010 - Jun 2010

  Provided an overview of public accounting, an opportunity to interact with partners, conduct group presentations and network Provided an overview of public accounting, an opportunity to interact with partners, conduct group presentations and network