Experience

LSV Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Senior Associate

  • Oct 2022 - Present



SAF Group

• Canada
• Investment Management
• 1 - 100 Employee

• Associate

  • Jul 2020 - Aug 2022

• Senior Analyst

  • Jan 2020 - Jul 2020

• Analyst

  • Apr 2017 - Jul 2020



BCI

• Canada
• Financial Services
• 700 & Above Employee

• Associate

  • Nov 2021 - May 2022

  6 month secondment working on BCI’s private debt desk 6 month secondment working on BCI’s private debt desk



CIBC Capital Markets

• Capital Markets
• 700 & Above Employee

• Investment Banking Summer Analyst

  • May 2016 - Aug 2016

  • Researched and analyzed financial and operating information in the power and utilities sector throughout North America • Aided in the coordination of multiple debt offerings and client presentations • Maintained and improved internal precedents databases and comparable analysis to effectively track industry metrics • Researched and analyzed financial and operating information in the power and utilities sector throughout North America • Aided in the coordination of multiple debt offerings and client presentations • Maintained and improved internal precedents databases and comparable analysis to effectively track industry metrics



Program for Research and Investment Management Excellence (PRIME)

• Canada
• Financial Services
• 1 - 100 Employee

• Manager, Consumers & HealthCare

  • Oct 2014 - Apr 2016

  • Managed an equity portfolio worth $1.8MM for the University of Alberta Endowment • Evaluated current and potential portfolio holdings via fundamental analysis using DCF and comparable valuation models • Interviewed, evaluated, trained and managed new analysts in the second year of the program • Managed an equity portfolio worth $1.8MM for the University of Alberta Endowment • Evaluated current and potential portfolio holdings via fundamental analysis using DCF and comparable valuation models • Interviewed, evaluated, trained and managed new analysts in the second year of the program



HAN Capital, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Summer Intern

  • May 2014 - Aug 2014

  • Generated deal specific research and analysis for post-acute care facilities for the partners • Demonstrated presentation speaking abilities by pitching investment portfolio packages to clients • Created financial budgeting models for clients and bankruptcy procedure research • Generated deal specific research and analysis for post-acute care facilities for the partners • Demonstrated presentation speaking abilities by pitching investment portfolio packages to clients • Created financial budgeting models for clients and bankruptcy procedure research