Experience

Strategic Valuation Group, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Valuation Associate

  • Mar 2023 - Present

Carta
• United States
• Software Development
• 700 & Above Employee
• Valuations Associate

  • Jul 2021 - Mar 2023


Sorenson Impact

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Analyst

  • Jan 2021 - Jul 2021

  - Analyzed and built financial models for startups across several industries including SaaS and logistics - Performed market research to inform and generate potential exit returns - Assisted fund principal in the financial training of incoming analysts - Led teams of students through comprehensive due diligence which was then presented to formal investment committees to inform investment decisions - Analyzed and built financial models for startups across several industries including SaaS and logistics - Performed market research to inform and generate potential exit returns - Assisted fund principal in the financial training of incoming analysts - Led teams of students through comprehensive due diligence which was then presented to formal investment committees to inform investment decisions



VBGS

• United States
• Business Consulting and Services

• Financial Analyst

  • Oct 2019 - Jul 2021

  - Generated models for cash & inventory management - Constructed forecasting tools to create pro-forma financial statements - Assisted in capital raising operations - Generated models for cash & inventory management - Constructed forecasting tools to create pro-forma financial statements - Assisted in capital raising operations



BraveHeart Wireless, Inc.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Financial Analyst

  • Aug 2019 - Jun 2021

  - Constructed financial models for forecasting - Developed quantitative tools to evaluate competitors and potential partners - Constructed financial models for forecasting - Developed quantitative tools to evaluate competitors and potential partners



Westminster College

• United Kingdom
• IT Services and IT Consulting

• • Jun 2018 - May 2020

  - Organization and management of college photo database- Client relationship management in a fast-paced environment

• • Aug 2017 - May 2018

  - Aided students in financial research through Factset and Bloomberg

• • Aug 2016 - May 2018

  - Management of college package inventory- Customer service



Dog Waste Removal Service

• United States
• Ranching

• Owner

  • 2011 - 2013

  - Ran my own business at the age of 15 - Personally solicited clients - Performed very basic billing for those clients. - Ran my own business at the age of 15 - Personally solicited clients - Performed very basic billing for those clients.