Experience

Cape Associates, Inc.

• United States
• Construction
• 1 - 100 Employee

• Carpenter

  • Sep 2021 - Present

  Eastham, Massachusetts, United States



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• AIMS - Private Equity Group

  • May 2019 - Sep 2021

  Salt Lake City, Utah



Westminster University

• Higher Education
• 300 - 400 Employee

• B.S. of Finance & Economics

  • Aug 2015 - May 2019

  Greater Salt Lake City Area Graduated in May of 2019 from the Bill and Vieve Gore School of Business with a B.S. in both Finance and Economics.

• Student Athlete

  • Aug 2017 - Mar 2019

  Salt Lake City, Utah, United States 2018 and 2019 National Snowboard Champion under United States Collegiate Ski/Snowboard Association.



Business Valuation Resources, LLC

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• 2018 Private Business Valuation Competition Participant

  • Sep 2018 - Nov 2018

  Greater Atlanta Area • Enacted the role of an investment banker assisting a company with a pending offer to take the company private • Valued the company by performing DCF analysis modeling and presented the valuation in front of a panel of CPA’s • Placed second runner up at the finals at J. Mack Robinson College of Business in Atlanta, Georgia



Aquila Group of Funds | Aquila Distributors LLC

• United States
• Financial Services
• 1 - 100 Employee

• Risk Analyst Intern

  • Jun 2018 - Aug 2018

  Greater New York City Area • Analyzing contractual arrangements with vendors and assessing the risk of such arrangements in relation to Aquila Investment Management LLC (AIM) and Aquila Distributors LLC (ADL) • Formulating risk assessments associated with conducting business with each vendor • Conducting risk based analysis and documenting related results and conclusions in conjunction with ADL’s Chief Compliance Officer



Taylor Derrick Capital, LLC

• Investment Analyst Intern

  • Jun 2017 - Mar 2018

  Greater Salt Lake City Area • Created a commercial real estate market analysis tool that is designed to influence future investments • Generated real estate market analysis reports to inform investments decisions • Reviewed appraisals for assurance of investment worthiness



CFA Institute

• United States
• Financial Services
• 700 & Above Employee

• CFA Institute Research Challenge 2018 Participant

  • Nov 2017 - Feb 2018

  Greater Salt Lake City Area I participated in the 2018 CFA Institute Research Challenge in Utah where I analyzed the company Health Equity in a team of five students from both Westminster College's undergraduate level as well as its MBA level program. Westminster's team made state finals in this competition.



NuVerse Advisors, LLC

• Trading Analyst Intern

  • Jul 2016 - Aug 2016

  Greater New York City Area • Evaluated and analyzed businesses for possible investment using a scoring system • Wrote daily reports on companies invested in for The Partners • Used Bloomberg to evaluate and analyze different markets and their impact on stocks



Woodward

• United States
• Recreational Facilities
• 1 - 100 Employee

• Camp Counselor

  • Jun 2015 - Jul 2016

  Soda Springs, CA • Managed a group of 12 campers per week aged 7-15 years of age supervising their morning and evening routines, resolved their issues, and supported their well being • Ensured safety in specific sports activities such as trampoline and skateboarding • Cooked daily breakfast and dinner for over 120 people



Charlson Capital Partners, LLC

• United States
• Investment Management

• Industry Analyst Intern

  • Aug 2015 - Feb 2016

  Greater Salt Lake City Area • Evaluated and analyzed industries for possible investment using a scoring system • Connected with regional brokers to gain access to future deals • Interviewed executives for detailed research



Wind Over Water

• Sales Manager

  • May 2014 - Oct 2014

  Burlingame, CA ● Managed customer relations for online and telephone relationship support ● Managed inventory including current back stock and selecting future product ● Repaired kites, surfboards, and wetsuits ● Organized and scheduled kiteboarding and surfing lessons ● Awarded “Most Valuable Employee”