Experience

Veralon
• United States
• Hospitals and Health Care
• 1 - 100 Employee
• Senior Associate

  • Apr 2023 - Present

Moss Adams
• United States
• Accounting
• 700 & Above Employee
• Staff Consultant - Health Care Strategy

  • Oct 2019 - Apr 2023


Puffworks

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Product Sales and Marketing Intern

  • Aug 2017 - Oct 2019

  • Attended industry trade shows to further understanding and insight into grocery distribution channels • Utilize captured knowledge to influence CEO in identifying potentially lucrative and strategic contracts • Extensively researched and synthesized product specifications and uses to better address customer needs and enhance business viability • Attended industry trade shows to further understanding and insight into grocery distribution channels • Utilize captured knowledge to influence CEO in identifying potentially lucrative and strategic contracts • Extensively researched and synthesized product specifications and uses to better address customer needs and enhance business viability



Thrivent

• United States
• Financial Services
• 700 & Above Employee

• Junior Associate

  • Jun 2018 - May 2019

  • Worked directly with the company’s highest designated team to build portfolios focusing on tax-efficient strategy, asset allocation and risk preferences for both individuals and nonprofit organizations • Created and modified pitchbooks for prospective private wealth management clients while recommending innovative and customized investment solutions • Worked with upper management to create and implement a new client service model allowing for better relationships with clients, while also creating a new pipeline for generating new business opportunities with existing high-net-worth clients Show less


Rush Team Apparel
• United States
• Event Lead

  • Jan 2017 - May 2019


Regents'​ Investment Fund

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • Feb 2016 - May 2019

  • Set the investment strategy to manage a portion of Pacific Lutheran University’s quasi-endowment • Created investment proposals for the fund using quantitative methods, such as comparables and DCF valuations • Developed an Alternative Investment analyst position to increase global exposure and to achieve uncorrelated alpha • Developed a backend tracking system for all transactions tracking hit rate, movement from action, and price targets • Set the investment strategy to manage a portion of Pacific Lutheran University’s quasi-endowment • Created investment proposals for the fund using quantitative methods, such as comparables and DCF valuations • Developed an Alternative Investment analyst position to increase global exposure and to achieve uncorrelated alpha • Developed a backend tracking system for all transactions tracking hit rate, movement from action, and price targets



Picasa Painting Company

• Founder, Director

  • May 2017 - Aug 2017

  • Sole founder and operations leader for a home painting business consisting of several employees • Managed all business logistics, including hiring of staff, marketing, client procurement, quality control, and operations • Utilized market analysis and per-transaction profit/loss metrics to gauge company’s performance and improve profitability throughout the process • Sole founder and operations leader for a home painting business consisting of several employees • Managed all business logistics, including hiring of staff, marketing, client procurement, quality control, and operations • Utilized market analysis and per-transaction profit/loss metrics to gauge company’s performance and improve profitability throughout the process