Experience

Canoe
• Online Audio and Video Media
• 1 - 100 Employee
• Director of Data Operations

  • Apr 2022 - Present


IHS Markit

• United Kingdom
• Information Services
• 700 & Above Employee

• Client Manager - Limited Partners

  • Nov 2020 - Apr 2022

• Senior Financial Services Professional - Venture Capital

  • Dec 2019 - Nov 2020

• Senior Associate - LP Services

  • May 2019 - Dec 2019

  • Develop and improve normalized processes for LP Managed Data Services offering• Support Project Management team in onboarding of LP clients• Monitor account health of strategic clients• Develop custom excel and portal reporting (Cash, SOI, and Exposure) for diverse entity hierarchies• Represent LP strategic initiatives in product road-map conversations

• Project Manager

  • Oct 2017 - Apr 2019

  • Coordinated implementation of strategic clients onto portfolio monitoring platform• Managed steering committee meetings with development team to prioritize enhancements• Led status update meetings to executive-level stakeholders including CTOs and Managing Directors• Oversaw offshore resource team with daily stand-up calls to discuss projects and advise on issues

• Deployment Specialist

  • Jul 2016 - Oct 2017

  • On-boarded Private Equity and Venture Capital firms to portfolio management platform • Assessed client needs to deliver customized portal and excel reporting• Hired, trained and managed team to assist in on-boarding

• Implementation Analyst

  • Jul 2015 - Jul 2016

  • Generated and verified reports for Private Equity and Venture Capital firms to monitor investments• Analyzed incorporating documents and Cap Tables to determine break points and run waterfall analyses• Troubleshot errors in software and verified data for accuracy• Tested new software and discover pain-points• Trained new hires on business processes and best practices



CAPSTONE Business Advisors LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Analyst

  • Dec 2014 - Jul 2015

  • Implemented new software for business valuations • Conducted industry research to find potential merger/acquisition candidates • Reconciled tax returns and internal statements of privately held companies • Trained replacement to ensure future success of the company • Implemented new software for business valuations • Conducted industry research to find potential merger/acquisition candidates • Reconciled tax returns and internal statements of privately held companies • Trained replacement to ensure future success of the company



Bailey Southwell & Co.

• Investment Banking Intern

  • Apr 2014 - Dec 2014

  • Assembled target lists of potential buyers • Prepared industry/marketing materials • Updated financial statements, highlighting performance • Assembled target lists of potential buyers • Prepared industry/marketing materials • Updated financial statements, highlighting performance



Avondale Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Equity Research Intern

  • Jan 2014 - May 2014

  • Updated financial models • Created charts for research reports • Worked with senior analysts on reports • Created full initiation research report • Updated financial models • Created charts for research reports • Worked with senior analysts on reports • Created full initiation research report