Bio
Credentials
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LBO Model Workshop
Duke Innovation and EntrepreneurshipDec, 2023- Apr, 2026
Experience
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Duke University
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Raleigh-Durham, North Carolina Area
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Managing Director
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Jul 2012 - Present
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Raleigh-Durham, North Carolina Area
Managing Director, PEVC, Duke Innovation & Entrepreneurship (September 2022 - present)Stewarding private equity, venture capital and entrepreneurship through acquisition (ETA) education and programming at Duke I&E.Managing Director, Experiential Learning (June 2016 - September 2022)Driving client engagement and the student experience for our experiential learning offerings at Fuqua, which primarily include the Mentored Study Program and the Fuqua Client Consulting Practicum (FCCP).Sector Director for Finance, Career Center (July 2012 - June 2016)Career coach for MBA students pursuing roles in the finance industry.
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Jefferies & Company
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Charlotte, North Carolina Area
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Senior Vice President
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Aug 2007 - Jul 2012
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Charlotte, North Carolina Area
Responsible for origination and execution of advisory and capital markets transactions in the Consumer & Retail sector.
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Wachovia Securities, LLC
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Charlotte, North Carolina Area
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Associate
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Jul 2004 - Aug 2007
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Charlotte, North Carolina Area
Investment banking Associate in the Consumer & Retail group.
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Enron
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Houston, Texas Area
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Analyst
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Feb 2000 - May 2002
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Houston, Texas Area
Financial Analyst rotation program.
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Education
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2002 - 2004Duke University - The Fuqua School of Business
MBA -
1995 - 1999Baylor University
BBA, Finance
Suggested Services
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Industry Focus. “Investment Banking”
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References
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