Experience

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  New Heritage Capital, LLC

  • Boston, Massachusetts, United States

  • Associate

    • Sep 2022 - Present
    • Boston, Massachusetts, United States

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  J.P. Morgan

  • New York, New York

  • Investment Banking Associate

    • Jul 2019 - May 2022
    • New York, New York

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  Duke University - The Fuqua School of Business

  • Raleigh-Durham, North Carolina Area

  • MBA Candidate

    • Jun 2017 - May 2019
    • Raleigh-Durham, North Carolina Area

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  J.P. Morgan

  • New York, New York

  • Investment Banking Summer Associate

    • Jun 2018 - Aug 2018
    • New York, New York

    Consumer & Retail industry coverage group

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  BB&T

  • New Caledonia
  • Financial Services
  • 700 & Above Employee

  • Assistant Vice President - Corporate and Commercial Banking

    • Jul 2015 - Jun 2017

  • Operational Risk Analyst

    • Sep 2013 - Jun 2015

  • Leadership Development Associate

    • Jan 2013 - Sep 2013

    Member of a 34-person class training program that provides exposure to all aspects of the commercial bank, with a special concentration on credit analysis, management training, client-servicing skills and teamwork development.• Completed seven credit analysis case studies based on actual loans underwritten by the bank.

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  Cassia Capital Partners

  • Greensboro/Winston-Salem, North Carolina Area

  • Associate

    • Jun 2012 - Jan 2013
    • Greensboro/Winston-Salem, North Carolina Area

    Assisted the Partners with multiple ETF and mutual fund tactical allocations by maintaining a fund manager database. Also updated and researched potential investor information.• Assisted the Partners in researching investment strategies and creating allocations, thereby developing analytical and due diligence skills.• Performed daily and monthly summary performance reports on four different tactical ETF and mutual fund allocations for the Partners as well as the clients.• Engaged in research of individual funds to add to current models or to utilize to create potential new models.• Created presentations for current and potential clients.

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  Wake Forest University Office of Investments

  • Winston-Salem, NC

  • Summer Intern

    • Jun 2011 - Aug 2011
    • Winston-Salem, NC

    Performed financial analysis on various funds and formed a deeper understanding of portfolio management while working with the University Endowment. Also met with various fund managers and discussed their fund strategies and market outlooks.• Performed manager “autopsies,” which involved research and analysis on terminated funds.• Created risk reports and quantitative analyses on various funds.

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  CMT Asset Management

  • Chicago, IL

  • Summer Intern

    • Jun 2010 - Aug 2010
    • Chicago, IL

    Assisted the Asset Manager with a Fund of Hedge Funds by maintaining a fund manager database. Also updated and researched potential investor information.• Researched, constructed, and executed a tactical asset allocation model diversified across 15 ETFs and mutual funds. Invested approximately $100,000 using a Charles Schwab Platform. • Performed various data entry tasks on Excel and the online program BackStop.