Venture Capital Associate

• Jan 2023 - Present

Board Fellow

• Aug 2022 - Present

- Attend Norman Regional Health System’s monthly board meetings with executive leadership- Plan volunteer opportunities and donation drives for OU students

Associate

• Sep 2021 - Present

- Highly selective leadership development program for business students at OU- Learn from and connect with a variety of industry professionals through workshops, conferences, and networking events

Consulting Associate, Oklahoma Funding Accelerator

• Aug 2022 - Dec 2022

- Provided consulting services to an aerospace start up operating in a $1.3 billion market - Identified target customers and potential use cases for their patent-pending technology - Used financial modeling to determine the financial viability of the business - Created a list of +150 Venture Capital firms to pursue for Seed & Series A funding - Met bi-weekly with the CEO to present research findings and recommendations - Provided consulting services to an aerospace start up operating in a $1.3 billion market - Identified target customers and potential use cases for their patent-pending technology - Used financial modeling to determine the financial viability of the business - Created a list of +150 Venture Capital firms to pursue for Seed & Series A funding - Met bi-weekly with the CEO to present research findings and recommendations

Equity Research Analyst

• Aug 2022 - Dec 2022

The Student Investment Fund is a $1.3 million portfolio of real investments that gives students a hands-on finance education. - Worked with a team of four fellow students to analyze current portfolio positions - Projected potential returns of stocks through DCF modeling, multiples valuation, and other metrics - Presented findings before investment advisors and synthesized findings for each stock into one pager deliverables The Student Investment Fund is a $1.3 million portfolio of real investments that gives students a hands-on finance education. - Worked with a team of four fellow students to analyze current portfolio positions - Projected potential returns of stocks through DCF modeling, multiples valuation, and other metrics - Presented findings before investment advisors and synthesized findings for each stock into one pager deliverables

Intern - Officer Development Program

• Jun 2022 - Aug 2022

10 week internship designed to give students a comprehensive overview of the banking industry via case studies, departmental rotations, executive briefings, strategy meetings and special projects. - Conducted business and industry research, compliance monitoring and financial analysis. - Presented two individual and one team loan presentations before senior management. - Gained experience in Business, Corporate, Energy, Healthcare, Oklahoma CRE, Private, and Syndicated Banking 10 week internship designed to give students a comprehensive overview of the banking industry via case studies, departmental rotations, executive briefings, strategy meetings and special projects. - Conducted business and industry research, compliance monitoring and financial analysis. - Presented two individual and one team loan presentations before senior management. - Gained experience in Business, Corporate, Energy, Healthcare, Oklahoma CRE, Private, and Syndicated Banking

Consultant

• Jan 2022 - May 2022

- Interacted as a team of five to provide professional pro bono consulting to an OKC non-profit - Conducted 10-15hrs/week of research and analysis on improving the client's revenue management - Synthesized research into a final deliverable presented before the client's board of directors - Interacted as a team of five to provide professional pro bono consulting to an OKC non-profit - Conducted 10-15hrs/week of research and analysis on improving the client's revenue management - Synthesized research into a final deliverable presented before the client's board of directors

Finance Committeeman & Sales Team Lead

• Aug 2021 - Dec 2021

- Formed the Oklahoma Poster Company alongside a group of 19 other students - Created, marketed, and sold a unique OU branded product generating over $18,000 in revenue - Donated over $12,500 and 771 hours of community service as a company to local nonprofits - Produced accurate financial documentation presented before First Fidelity Bank and OU - Lead a team of 4 to increased sales - Formed the Oklahoma Poster Company alongside a group of 19 other students - Created, marketed, and sold a unique OU branded product generating over $18,000 in revenue - Donated over $12,500 and 771 hours of community service as a company to local nonprofits - Produced accurate financial documentation presented before First Fidelity Bank and OU - Lead a team of 4 to increased sales

Chapter Treasurer

• Jan 2021 - Dec 2021

- Created and managed our chapter's annual budget of over $200,000 - Recorded all transactions and coded them within our financial software, Billhighway - Spoke weekly at chapter meetings to 150+ active members - Responsible for the collection of member dues each semester - Created and managed our chapter's annual budget of over $200,000 - Recorded all transactions and coded them within our financial software, Billhighway - Spoke weekly at chapter meetings to 150+ active members - Responsible for the collection of member dues each semester

Administrative Assistant

• Jun 2020 - Aug 2020

- Worked in the IT department setting up devices and removing sensitive hard drives - Assisted with the filling, copying, and scanning of medical records - Coordinated and transported medical P.P.E. and COVID testing supplies to 27 offices throughout OK, KS, MO & TX - Worked in the IT department setting up devices and removing sensitive hard drives - Assisted with the filling, copying, and scanning of medical records - Coordinated and transported medical P.P.E. and COVID testing supplies to 27 offices throughout OK, KS, MO & TX