Experience

FactRight, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Co President

  • Nov 2020 - Present



Buttonwood Investment Services

• General Counsel

  • Jul 2020 - Nov 2020



FR Risk Management

• Manager

  • Jun 2019 - Jul 2020

• Senior Analyst

  • 2018 - Jun 2019

• Analyst

  • May 2015 - May 2018

  Conduct due diligence on public and private equity and debt offerings of credit, real estate and operating companies and present findings to broker/dealer and RIA investment committees.• Lead financial modeling of REITs, credit related companies and 1031 real estate exchanges• Conduct ad hoc financial modeling, industry research and legal analysis regarding public and private securities• Present due diligence and financial research conclusions at industry conferences • Host webinars, and consult with broker-dealers concerning merger activity and proxy proposals of REITs and BDCs Show less



Wilary Winn LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • 2013 - May 2015

  • Evaluated bank, insurance company, financial institution and REIT risk metrics to estimate credit risk, collateral default probabilities and severities • Performed valuations of structured finance products including CDOs and ABS • Developed and maintained databases and models to calculate recovery rates for distressed, restructured and defaulted securities • Conducted financial modeling including pro forma financial statements related to mergers and impairment testing of financial institutions Show less



Lockridge Grindal Nauen PLLP

• United States
• Law Practice
• 1 - 100 Employee

• Law Clerk

  • 2011 - 2013

  • Analyzed prospectus documents, statements of additional information and collateral composition for 50+ CDOs and ABS structures • Reviewed audit process for multiple mutual funds, including analysis of fair valuation procedures for complex securities including mortgage-backed securities and CDOs • Reviewed pricing committee documentation including Investment Bank fair valuation documents, Bloomberg ABS/CMO data for determination of liquidity/illiquidity • Analyzed prospectus documents, statements of additional information and collateral composition for 50+ CDOs and ABS structures • Reviewed audit process for multiple mutual funds, including analysis of fair valuation procedures for complex securities including mortgage-backed securities and CDOs • Reviewed pricing committee documentation including Investment Bank fair valuation documents, Bloomberg ABS/CMO data for determination of liquidity/illiquidity