Experience

Trinity Capital

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

• Senior Accountant

  • Aug 2021 - Present

  Responsible for External/Internal Financial Reporting, Investment Accounting, and Credit Facility Reporting Responsible for External/Internal Financial Reporting, Investment Accounting, and Credit Facility Reporting



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Consultant, Hedge Fund Services

  • May 2020 - Aug 2021

• Senior Analyst, Hedge Fund Services

  • Feb 2019 - May 2020

  I was responsible for preparing the net asset valuation packages, various regulatory filings and fund accounting functions for Northern Trust Hedge Fund clients. Our team constantly worked with our clients to improve their middle and back office operations, and deliver on projects designed to streamline operations in an ever-changing environment.



Northern Trust Asset Management

• United States
• Investment Management
• 700 & Above Employee

• Investment Performance Analyst

  • May 2017 - Jan 2019

  I was responsible for the audit and operations in support of investment performance measurement and data distribution. Major Duties Included: • Point of contact on specific Asset Management offerings: Domestic/International and Tax Advantaged Equity SMA’s • Responsible for the Monthly Performance Audit of Domestic and International Equity SMA’s • Assist in the Monthly Audit for Tax Advantaged Equity SMA’s • Provide Quarterly Attribution Reports for the Northern Focused Funds to the Portfolio Manager • Constantly identifying improvements to existing processes to further gain operational efficiency and productivity. Show less



Northern Trust

• United States
• Financial Services
• 700 & Above Employee

• Securities Processing Analyst

  • Jan 2016 - Apr 2017

  I was responsible for the provision of validated securities pricing for the purpose of valuations, fund managers reporting and back office outsourcing. Primary duties included ensuring the data and valuation integrity of all asset information, reviewing new asset information; applying knowledge of various security types to interpret and record the security on the asset file, researching asset information; ensuring accurate set up and communicating with data and valuation vendors, brokers, etc. to obtain information regarding assets. Show less



VEREIT, Inc.

• United States
• Leasing Non-residential Real Estate
• 1 - 100 Employee

• Property Accountant

  • Jun 2015 - Nov 2015

  - Managed Portfolio of over 13 Multitenant Properties (265 Tenants) - Conducted Journal Entries, Balancing General Ledger, Bank Reconciliations, Deposit and Post Cash Receipts, Calculate and Bill Taxes - Managed Portfolio of over 13 Multitenant Properties (265 Tenants) - Conducted Journal Entries, Balancing General Ledger, Bank Reconciliations, Deposit and Post Cash Receipts, Calculate and Bill Taxes



Conanicut Marine Services, Inc.

• United States
• Maritime Transportation
• 1 - 100 Employee

• Employee

  • May 2014 - Aug 2014

  Assisted with the daily activities to run a successful Marina/Small Business. Assisted with the daily activities to run a successful Marina/Small Business.



University of Arizona Football

• Tucson, Arizona Area

• Student Athlete

  • Jun 2011 - Jun 2013

  Balancing 60+ hours of training every week with a strict academic schedule. Balancing 60+ hours of training every week with a strict academic schedule.