Experience

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  Icosian Capital

  • Dallas-Fort Worth Metroplex

  • Business Sourcing Analyst

    • Oct 2022 - Jan 2023
    • Dallas-Fort Worth Metroplex

    - Works with search fund partners to source small to medium-sized businesses for acquisition- Uses excel skills to model the future performance of acquisition candidates to determine if there is a fit with purchase core criteria- Communicates with business brokers and owners to get to LOIs

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  Well Done Cooking Classes

  • 2811 Airline Drive #5, Houston, TX 77009

  • Financial Chief/Co-Owner Well Done Cooking Classes

    • Jan 2009 - Sep 2018
    • 2811 Airline Drive #5, Houston, TX 77009

    - Launched company teaching cooking classes which grew to $600,000/year revenue business before selling in late 2018 - Maintained all monthly, quarterly, and yearly financials using Quickbooks for bookkeeping and planning purposes- Developed all Cash Flow pro-forma projections using Excel for business forecasting, annual budgets, and bank financing purposes-Monitored all spending to identify inefficient processes and best performing products to focus on-Performed marketing cooking classes for Ford Motor Co. helping promote the organic products used in their automobiles to online influencers-Implemented detailed instruction and humor to teach thousands of people with internationally diverse backgrounds and skill levels- Crafted several private events for large corporations and their C-Suite executives, such as ABB, C-Panel, and Shell- Created and designed 200 cooking classes and an accredited sixteen-week professional chef training program- Authored over 250 recipes detailing step-by-step instructions for both employees and cooking class clients- Used SEO keyword marketing to create descriptions of cooking classes on our website to increase search traffic and sales - Incorporated project management abilities and communication skills to lead thirty-two people to work together and enjoy elaborate meals in three hours or less- Was frequently asked to appear on local news and national television programs such as “The Little Couple”, “Great Day Houston”, and “Guy’s Grocery Games”

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  Eaton Vance

  • United States
  • Investment Management
  • 700 & Above Employee

  • Assistant Vice President

    • Jul 2003 - Dec 2004

  • Asset Manager

    • Jan 2001 - Dec 2004

    - Collaborated with a team to provide on-going asset management for a $5 billion portfolio of multifamily, office, and industrial assets located nationally for a series of private equity funds- Traveled extensively to perform site visits with our management teams and to view the over 400 properties under ownership- Coordinated appraisal valuation work on the portfolio of realty assets on a quarterly basis for S.E.C. 10-Qs and 10-Ks reporting- Monitored operating and management agreements for compliance issues with EV property management partners - Analyzed financial operation reports identifying potential problem assets and disposition candidates, thus proposing the sale of these properties to EV Vice -Presidents and private equity board members to help negotiate the unloading of these assets, saving EV investors over $100 million in two years- Performed ad-hoc analysis of potential acquisition properties using Excel to generate ROI and NAV Project returns- Maintained a recommended rotating list of REIT stocks for dividend capture income for the EV Tax Managed Value flagship fund- Provided investment research and recommendations on REIT stocks for tax-managed fund managers- Participated in quarterly conference calls for dividend capture REIT stocks and wrote detailed analysis memo reports for fund managers

  • Equity Research Associate

    • Jul 2000 - Dec 2004

    - Started as an Equity Research Analyst Assistant to an Oil and Gas Research Analyst and an Insurance Analyst- Gathered data via Factset and Bloomberg so we could provide buy/sell guidance to all fund managers- In addition to gathering data for research analysts, also maintained Excel spreadsheets and crafted powerpoint presentations for weekly research meetings- Solely provided investment research and recommendations on REIT stocks for tax-managed fund managers- Maintained a recommended rotating list of REIT stocks for dividend capture income for the flagship EV Tax-Managed Value fund-Participated in quarterly company conference calls, analyzed their 10-Qs and 10-Ks, and wrote detailed analysis memo reports for fund managers