Experience

Baylor University - Hankamer School of Business

• United States
• Higher Education
• 100 - 200 Employee

• HSO Internal Committee

  • Mar 2023 - Present

• HSO Administrative Committee

  • Apr 2022 - May 2023

  Working as the liaison between Dean Mazumder and the current student body. Responsible for communication between the business school and 21 student organizations.



Boston Growth Partners, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Independent Operations Contractor

  • Oct 2022 - Present

  • Consulted with ≈30 small and medium businesses to create their Employee Retention Tax Credit (ERTC) and evaluate losses caused by COVID-19 and government mandates resulting in millions of dollars in refunds • Developed and managed a database with more than 4,000 government mandates across all 50 states • Consulted with ≈30 small and medium businesses to create their Employee Retention Tax Credit (ERTC) and evaluate losses caused by COVID-19 and government mandates resulting in millions of dollars in refunds • Developed and managed a database with more than 4,000 government mandates across all 50 states



BU Waterski

• Waco, Texas, United States

• Boat Driver

  • Mar 2023 - Present



Parallel Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Operations Intern

  • May 2023 - Aug 2023

  • Spearheaded a project team with 15 cross-functional people across seven departments to meet a deadline to move to the 16th floor. Responsible for managing workstreams, meetings, and external communication with building management and 12 vendors • Created a robust tool for management to compare advisor revenue with internal fee structures to identify opportunities totaling at least $14 million in revenue by analyzing previous billing cycles and fee structures • Created materials for the COO to inform and persuade the C-Suite in hopes of better serving our clients through family office and trust services thus expanding our current capabilities and offerings Show less



Brick Street Fund

• United States
• Venture Capital and Private Equity Principals

• Intern

  • Feb 2023 - May 2023

  Analyzed two pre-IPO companies to inform accredited investors of opportunities and raise nearly $10 million to support Series A and B funding Analyzed two pre-IPO companies to inform accredited investors of opportunities and raise nearly $10 million to support Series A and B funding



Parallel Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Intern

  • Jun 2022 - Aug 2022

  • Designed, created, and presented pitch decks for the onboarding of ≈5 new clients and $10 million in assets • Assisted 50 clients with their financial plans using Money Guide Pro and presented at quarterly client meetings • Updated and streamlined rebalance worksheets for asset allocation and presented to an internal investment advisory panel saving 15 advisors several hours each week and informing investment allocation • Designed, created, and presented pitch decks for the onboarding of ≈5 new clients and $10 million in assets • Assisted 50 clients with their financial plans using Money Guide Pro and presented at quarterly client meetings • Updated and streamlined rebalance worksheets for asset allocation and presented to an internal investment advisory panel saving 15 advisors several hours each week and informing investment allocation



Ladera Recreation District

• Swim Coach

  • May 2015 - Jul 2022

  • Interested swim coach responsible for leading 156 children ages 5-18 how to swim and be respectful athletes• Planned 15 practices a week, and organized nine events with 150 to 200 people at each• Appointed by coaches and superiors to supervise, and train 14 junior coaches

• Head Swim Coach

  • May 2021 - Aug 2021

  • Interested swim coach responsible for leading 156 children ages 5-18 how to swim and be respectful athletes• Planned 15 practices a week, and organized nine events with 150 to 200 people at each• Appointed by coaches and superiors to supervise, and train 14 junior coaches

• Lifeguard

  • May 2017 - May 2021

  Supervised recreational and competitive swimmers as Red Cross certified lifeguard ensuring safetyConducted chemical checks for chlorine and PH levels, controlled concession sales, and sale of day passes



Mid Peninsula Water Polo Club

• Atherton, California, United States

• Water Polo Coach

  • Aug 2017 - Feb 2020

  Coached a middle school and a 10 and under team teaching strategies of water polo to eleven or thirty children Developed 3 practices a day, game plays, organizing tournaments of ten or more teams, and communicating with families several times a week Coached a middle school and a 10 and under team teaching strategies of water polo to eleven or thirty children Developed 3 practices a day, game plays, organizing tournaments of ten or more teams, and communicating with families several times a week