Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteApr, 2024- Apr, 2026
Experience
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Board Observer
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Nov 2023 - Present
Board role as part of RET Ventures Series A investment
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Board Member
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Nov 2023 - Present
Board role as part of RET Ventures Series A investment
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Board Observer
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Jul 2023 - Present
Board Observer role as part of RET Ventures Series B investment
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Board Member
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Nov 2022 - Present
Board role as part of RET Ventures Series Seed investment
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Vice President
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Jan 2022 - Present
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Associate
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Mar 2020 - Jan 2022
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Board Observer
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Oct 2020 - Present
Board Observer role as part of RET Ventures Series A investment
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Goldman Sachs
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Greater New York City Area
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Investment Banking Associate
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Jul 2016 - Mar 2020
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Greater New York City Area
Real Estate Industry Group
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Athletic Tutor
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Sep 2013 - Jun 2016
Present content matter in alternative ways to help student athletes better understand concepts and perform more efficiently in class.
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Koch Supply & Trading
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Wichita, Kansas Area
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Credit Analyst Intern
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May 2015 - Aug 2015
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Wichita, Kansas Area
`• Reviewed counterparty financial statements in detail and determined internal credit limits based on counterparty liquidity (specifically looking at FFO/Debt and committed credit facilities) as well as possible future trading activity.• Analyzed internal credit rating models that presented default probabilities of counterparties based on a matrix rating model that incorporated a combination of qualitative and quantitative measures including FFO/Debt, Debt/Capital, Debt/EBITDA, off balance sheet liquidity, future market expectations, management character, industry competition, etc.• Monitored and understood asset class exposures (physical/paper) as well as forward exposure analytics for counterparties which incorporated both plausible and stress exposures using variables like historical commodity price volatility, expected future trades with CP, contract liquidity, and forward price curve.• Group finalist within intern innovation challenge, contributing to the conference-room scheduling platform for the entire company. Koch Business Solutions is implementing the idea circa 2015.
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Customer Service Representative
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Aug 2014 - May 2015
• Reviewed product information and monitored inventory flow from manufacturer to warehouse• Determined inventory needs as well as solving discrepancies within our inventory management system• Regularly interacted with customers on regular basis resolving order issues as well as offering insight into the skiing and climbing product category receiving high customer satisfaction ratings.
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Education
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2012 - 2016Utah State University
Bachelor of Arts, Finance, Economics
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