Experience

Colonnade Advisors LLC

• Information Services

• Associate

  • Oct 2021 - Present

  Colonnade Advisors is a boutique investment banking firm advising entrepreneurs, private equity firms, and large financial institutions in maximizing value in Mergers & Acquisitions. Colonnade also offers capital raising services. For more information: https://www.coladv.com/

• Analyst

  • Feb 2020 - Sep 2021

• Intern

  • Jan 2020 - Feb 2020



Oceans Finance Start-up

• Financial Analyst

  • Jan 2018 - Dec 2019

  Evanston, Illinois Created monthly financial statements forecast for first five years of operations.



Honor Finance

• United States
• E-Learning

• Financial Analyst

  • May 2017 - Dec 2017

  Evanston, Illinois Forecasted monthly financial statements and cash position. Created monthly securitzation and line of credit reports using loan level data. Updated the SQL database.

• Customer Service Representative

  • May 2012 - Jan 2017

  Evanston, Illinois Charged in assessing customer's account, creating an individualized payment arrangement, and ensuring the payment plan was completed.

• Accounting Intern

  • May 2016 - Aug 2016

  Evanston, Illinois Preformed monthly journal entries and reconciliations. Prepared quarterly and monthly financial statements. Helped to create an S&P presentation for initial securitization rating.

• Onsite Manager

  • Sep 2016 - 2016

  Evanston, Illinois Instrumental in opening a new customer service center in Barbados. Trained 23 employees in software system and customer interaction procedures. Supervised first weekend of operations.



United States Marine Corps

• United States
• Armed Forces
• 700 & Above Employee

• Officer Candidate

  • May 2015 - Aug 2015

  Quantico, Virginia 10-week training camp for potential Second Lieutenants. Excelled in leadership, physical, and classroom training. Led up to 50 other Candidates in military exercises while holding the position of Squad Leader, Platoon Commander, and Platoon Sgt.