Experience

Windancer Holdings, LLC
• Investment Management
• 1 - 100 Employee
• Director of Long-Term Capital Partnerships

  • Jun 2023 - Present

Timber Bay Partners, LLC
• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee
• Senior Associate

  • Aug 2020 - Jun 2023


Fort Washington Capital Partners

• United States
• 1 - 100 Employee

• Investment Manager

  • Mar 2020 - Aug 2020

• Associate

  • Aug 2018 - Mar 2020

• Investment Analyst

  • Aug 2016 - Aug 2018


Robert W. Baird & Co.
• Investment Banking Analyst

  • Jul 2015 - Aug 2016


Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2014 - Aug 2014

  • Completed 10-week investment banking internship program including training, culminating in the extension of a full-time offer • Produced a document utilized in an internal meeting with senior bank leadership regarding continuation of financing relationship with coal companies • Prepared transaction review materials for a proposed $2.2bn leveraged buyout of a multi-national shipping provider • Developed analysis and assisted core deal team with a proposed merger of equals transaction • Prepared public comparables, financial analyses and research for companies in various industries Show less


OPW, a Dover Company
• United States
• Oil and Gas
• 300 - 400 Employee
• Accounting Intern

  • Jun 2013 - Aug 2013