Managing Director

• Jan 2019 - Present

Owner

• 2017 - Present

Middle-Market Private Equity - $100MM+ assets under management across the energy, technology, and fitness industries.Not seeking new investments.

Partner

• 2018 - Jul 2018

Trade and import/export financing for international shipping companies.

Member of the Board of Directors, General Business Counsel

• Oct 2016 - Jul 2018

Act as general counsel on all business matters. Specifically advise on venture capital/grant funding and intellectual property.Agri-Cycle Namibia is a start-up company - owned by three young Namibian Entrepreneurs - pioneering in the agribusiness sector. The company is attempting to provide solutions to environmental issues faced by Namibians, the Namibian Environment, Agriculture and Aquaculture Sectors. The company strives to make a difference in our country’s development, by creating an industry very few have even thought about, the industry of Nutrient Recycling.During my time on the Board of Directors, the company achieved its first round of venture capital funding at a $15,000,000 valuation.

Registered Associate

• Jun 2015 - Jun 2018

Registered Associate

• Jul 2014 - Jun 2015

Investor Relations

• Dec 2017 - Mar 2018

• Directed the creation of marketing materials and pitch decks for institutional investors• Led meetings with prospective limited partners and key stakeholders of potential portfolio companies• Traveled extensively for face to face pitches, networking events, and potential deals

Student

• Aug 2010 - May 2014

Sigma Nu Fraternity – Board Member, House Manager (repairs and special projects), Intramural Captain for all sports, Philanthropy Committee, Alumni Committee.Community Service – Up ‘Till Dawn for St. Jude’s Children’s Hospital; CHAMPS mentor – serving low-income students in the community; CHAMPS Roadside Cleanups, created “Light The Way Young People” – a youth group fundraiser for Columbia’s Transitions, a new homeless transition center. Clubs - Society for the Advancement of Management (SAM), Presbyterian College Club Soccer TeamMusic – Double Bass and Electric Bass in PC Orchestra, Chamber Orchestra, Jazz Ensemble, Pep Band, and Christmas Show

Wealth Management/Financial Planning Intern

• May 2013 - Aug 2013

• Conceptualized and created an Excel spreadsheet to automatically update monthly returns and yields for model portfolios, allowing financial advisers to take on more clients and generate more revenue• Generate analytical reports based on portfolio holdings using Morningstar Advisor Workstation• Research and structure model portfolios tailored to clients investment needs

Intern

• May 2012 - Jul 2012

Duties included filing, running documents, posting court dates to calendar, assisting secretary.