Investment Banking Intern

• Aug 2023 - Present

Originations Intern

• Aug 2022 - Jul 2023

• Partner with Red Oak Capital Holdings as an owner’s representative to reposition a portfolio of assets valued at $22mm • Assist the Managing Partner by constructing proformas, underwriting company financials, and preparing offering memorandums • Develop a contact list of over 2,000 Commercial Real Estate Brokers who are contacted weekly through drip campaigns • Partner with Red Oak Capital Holdings as an owner’s representative to reposition a portfolio of assets valued at $22mm • Assist the Managing Partner by constructing proformas, underwriting company financials, and preparing offering memorandums • Develop a contact list of over 2,000 Commercial Real Estate Brokers who are contacted weekly through drip campaigns

Accounts Receivable Analyst Intern

• May 2022 - Aug 2022

• Applied $560,000 in unapplied cash credits to overdue invoices for 110 customers via remittances and credit card receipts • Audited 927 container receipts/invoices valued at $7,250,000 for accuracy with customer billing requirements • Compliance checked customer invoices containing 250 – 300 loads weekly and escalated problems to supervisor • Applied $560,000 in unapplied cash credits to overdue invoices for 110 customers via remittances and credit card receipts • Audited 927 container receipts/invoices valued at $7,250,000 for accuracy with customer billing requirements • Compliance checked customer invoices containing 250 – 300 loads weekly and escalated problems to supervisor

Founder and Owner

• Jan 2020 - Dec 2021

• Formulated 3 unique social media marketing strategies per week for businesses in the greater Cincinnati area • Tracked and analyzed 2 clients' website data to adjust future marketing strategies and gauge website performance • Planned weekly zoom meetings to update clients on website/ad performance and to adjust future marketing strategies • Formulated 3 unique social media marketing strategies per week for businesses in the greater Cincinnati area • Tracked and analyzed 2 clients' website data to adjust future marketing strategies and gauge website performance • Planned weekly zoom meetings to update clients on website/ad performance and to adjust future marketing strategies

Caddie

• Aug 2017 - Aug 2020

• Directed golfers around the course, providing detailed course information and club recommendations five times per week • Trained and mentored new caddies by assisting them throughout the round in conjunction with members • Frequently rewarded for exemplary customer service by management resulting in promotion to an Honor Caddy • Directed golfers around the course, providing detailed course information and club recommendations five times per week • Trained and mentored new caddies by assisting them throughout the round in conjunction with members • Frequently rewarded for exemplary customer service by management resulting in promotion to an Honor Caddy

Cook

• Apr 2019 - Jul 2019

• Reviewed menus, production orders, and dietary needs to provide customers with quality entrees unique to their requests • Fostered teamwork, safety, and professionalism through strong communication especially during times of high volume • Ensured proper food storage, cleanliness, safe food practices, and adherence to State Health Department standards • Enhanced guest experience by ensuring food was ready in a timely manner • Reviewed menus, production orders, and dietary needs to provide customers with quality entrees unique to their requests • Fostered teamwork, safety, and professionalism through strong communication especially during times of high volume • Ensured proper food storage, cleanliness, safe food practices, and adherence to State Health Department standards • Enhanced guest experience by ensuring food was ready in a timely manner