Experience

Sole Source Capital LLC

• United States
• Investment Management
• 1 - 100 Employee

• Private Equity Analyst

  • Jun 2023 - Present

  Dallas, Texas, United States Collaborating with both the M&A and Business Development/Originations teams. Bringing a tech-focused outlook to the PE due diligence process.



Southern Methodist University

• United States
• Higher Education
• 700 & Above Employee

• Peer Academic Leader (PAL)

  • Aug 2022 - Jun 2023

  • Chosen as one of eight campus-wide peer leaders (liaison between the University Advising Center and Residential Commons) • Assisted students with academic matters such as coursework, enrollment, general education, SMU resources, and time management skills. • Example responsibilities include: hosting and guiding peers through experiential education programs, facilitating academic workshops and presentations, assisting students in understanding their Degree Progress Report, and… Show more • Chosen as one of eight campus-wide peer leaders (liaison between the University Advising Center and Residential Commons) • Assisted students with academic matters such as coursework, enrollment, general education, SMU resources, and time management skills. • Example responsibilities include: hosting and guiding peers through experiential education programs, facilitating academic workshops and presentations, assisting students in understanding their Degree Progress Report, and disseminating information surrounding important dates, deadlines, policies, and procedures. Show less



Texas Capital Bank

• United States
• Banking
• 200 - 300 Employee

• Investment Banking Intern, Mergers & Acquisitions

  • May 2022 - Aug 2022

  Dallas, Texas, United States • Developed Confidential Information Memorandums for live deals including financial and operating data, prospective buyers, company analyses, precedent transactions, industry overviews, projections, and market growth using PitchBook, S&P Capital IQ, and IBISWorld • Evaluated, quantified, and categorized global customer revenue data before consolidating into relevant metrics for client pitches • Researched and pinpointed prospective bank-wide clients using Salesforce and Excel by… Show more • Developed Confidential Information Memorandums for live deals including financial and operating data, prospective buyers, company analyses, precedent transactions, industry overviews, projections, and market growth using PitchBook, S&P Capital IQ, and IBISWorld • Evaluated, quantified, and categorized global customer revenue data before consolidating into relevant metrics for client pitches • Researched and pinpointed prospective bank-wide clients using Salesforce and Excel by incorporating data from Coalition Greenwich, Dun & Bradstreet, PitchBook and S&P Capital IQ • Awarded two top performance awards among 68 interns: “Most companies prospected in total” as well as “most companies elevated” (aka, determining the strongest prospects) • Created property teaser for real estate portion of sell-side deal: consolidated pricing information and comps to craft marketing material and designed layout, color scheme and formatting Show less

• Student Comptroller Clerk

  • Mar 2022 - May 2022

  Dallas, Texas, United States • Oversaw ~$4 million in student funds for various undergrad/graduate organizations and processing incoming amounts using Sage Accounting Software • Chosen as sole representative out of all 1,572 students in the Class of 2025 to advocate within financial activities alongside Student Senate in the Accounting Comptroller's Office of Student Affairs



UT Southwestern Medical Center

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

• Summer Research Intern

  • Jun 2020 - Aug 2021

  Dallas, Texas, United States • Co-authored an upcoming UT Southwestern scientific research publication, related to the pending confirmation of a potential novel discovery • Analyzed comprehensive gene bank of 8,000 data points as sole lab intern using Excel • Designed custom large-scale presentation tailored to PhDs and other scientists that encapsulated findings from months’ worth of research through PowerPoint