Experience

One Charles Private Wealth
• United States
• Financial Services
• 1 - 100 Employee
• Operations Associate

  • Jun 2023 - Present


Viridi Funds

• United States
• Financial Services

• Co-Founder and Head of Operations

  • Mar 2021 - Jun 2023

  Helping launch the future of ESG and Cryptocurrency financial products. Launched $RIGZ on the NYSE on 7/20/2021. Helping launch the future of ESG and Cryptocurrency financial products. Launched $RIGZ on the NYSE on 7/20/2021.


Nasdaq
• United States
• Financial Services
• 700 & Above Employee
• Contributor - Crypto and Finance

  • Feb 2022 - Jul 2022


Microsoft

• United States
• Software Development
• 200 - 300 Employee

• Senior Financial Analyst - Real Estate and Security

  • Sep 2020 - Mar 2021

• Senior Financial Analyst - Commercial Lifetime Value Finance

  • Mar 2020 - Sep 2020

• Senior Financial Analyst - Investor Relations

  • Sep 2019 - Mar 2020

• Finance Rotation Analyst - Cloud and AI Finance

  • Mar 2019 - Sep 2019

  - Assisted on Payroll analysis for the Cloud+AI Opex team - Managed the budget for an AI rotation program at Microsoft including working with key stakeholders for the business to ensure the program operated.



The University of Kansas

• United States
• Higher Education
• 700 & Above Employee

• DSCI 202 Teaching Assistant

  • Aug 2016 - Dec 2018

  • Assisted professor in the grading of exams, quizzes, and homework • Led a discussion for 35 students covering the application of statistical inference techniques in a firm • Held weekly office hours to help students in need of additional assistance • Assisted professor in the grading of exams, quizzes, and homework • Led a discussion for 35 students covering the application of statistical inference techniques in a firm • Held weekly office hours to help students in need of additional assistance

• Finance Rotation Program Intern

  • May 2018 - Aug 2018

  • Created and researched the business case and financials for a new product in Microsoft Azure. • Engaged with business planners and key stakeholders to create a Cloud pricing principles presentation. • Presented an hour-long PowerPoint with key findings to a group of managers and analysts in the company. • Created and researched the business case and financials for a new product in Microsoft Azure. • Engaged with business planners and key stakeholders to create a Cloud pricing principles presentation. • Presented an hour-long PowerPoint with key findings to a group of managers and analysts in the company.



DST Systems

• United States
• Information Technology & Services
• 700 & Above Employee

• Financial Planning and Analysis Intern

  • May 2017 - Aug 2017

  • Analyzed financial reports with specific metrics in order to identify, calculate and track cost saving opportunities. • Discovered and corrected a mistake in a contract resulting in annual savings of $12,500. • Developed and created a standardized Financial ROI template to be implemented for the entire company. • Analyzed financial reports with specific metrics in order to identify, calculate and track cost saving opportunities. • Discovered and corrected a mistake in a contract resulting in annual savings of $12,500. • Developed and created a standardized Financial ROI template to be implemented for the entire company.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • May 2016 - Jul 2016

  • Assisted the Vice President in creating client relationships by restructuring marketing efforts • Scheduled meetings with potential clients to discuss specific wealth management needs • Supported full-time financial advisors in personalizing client financial portfolios • Assisted the Vice President in creating client relationships by restructuring marketing efforts • Scheduled meetings with potential clients to discuss specific wealth management needs • Supported full-time financial advisors in personalizing client financial portfolios



Brookdale

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Food Server

  • Dec 2014 - Aug 2015

  Coordinated events for 150 residents centered on a variety of themes, including festivities, well-being, etc. Designed a new layout for the dining hall, leading to an increase in capacity of 20 residents Improved dining experience and day-to-day operations by implementing more efficient procedures to take customers’ orders Coordinated events for 150 residents centered on a variety of themes, including festivities, well-being, etc. Designed a new layout for the dining hall, leading to an increase in capacity of 20 residents Improved dining experience and day-to-day operations by implementing more efficient procedures to take customers’ orders



Fuzzy's Taco Shop

• United States
• Restaurants
• 1 - 100 Employee

• Cashier

  • Aug 2014 - Dec 2014

  Maintained high standards of customer service in a high-volume, fast-paced environment by effectively managing telephone and take-out orders Processed customer payments and currency transactions by cash, debit, gift, and credit card Communicated successfully with coworkers and management to achieve specific performance metrics Maintained high standards of customer service in a high-volume, fast-paced environment by effectively managing telephone and take-out orders Processed customer payments and currency transactions by cash, debit, gift, and credit card Communicated successfully with coworkers and management to achieve specific performance metrics