Experience

LISC Strategic Investments
• United States
• Investment Management
• 1 - 100 Employee
• Associate, Business Underwriting & Portfolio Management

  • Sep 2022 - Present


Northwestern University - Kellogg School of Management

• United States
• Higher Education
• 700 & Above Employee

• MBA Candidate

  • Aug 2020 - Jun 2022

  ▪ Kellogg Finance Fellowship: full tuition value scholarship ▪ Net Impact Club: VP Finance, Director of Professional Development ▪ Kellogg Board Fellows: Ex-officio board member at Metropolitan Planning Council ▪ Asset Management Practicum: Experiential learning course managing a $12M portion of Northwestern University's endowment ▪ Coursework in Impact Investing & Sustainable Finance, Real Estate Finance, Venture Equity, Federal State & Local Policy ▪ Kellogg Finance Fellowship: full tuition value scholarship ▪ Net Impact Club: VP Finance, Director of Professional Development ▪ Kellogg Board Fellows: Ex-officio board member at Metropolitan Planning Council ▪ Asset Management Practicum: Experiential learning course managing a $12M portion of Northwestern University's endowment ▪ Coursework in Impact Investing & Sustainable Finance, Real Estate Finance, Venture Equity, Federal State & Local Policy



Advantage Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Investment Team Intern

  • Jun 2021 - Aug 2021

  Impact-focused private equity. Worked on full deal cycle (sourcing, screening, diligence, structuring, portfolio management) for equity and debt investments in line with New Markets Tax Credit (NMTC) programs. Impact-focused private equity. Worked on full deal cycle (sourcing, screening, diligence, structuring, portfolio management) for equity and debt investments in line with New Markets Tax Credit (NMTC) programs.



NetApp

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Analyst III, Global Sales FP&A

  • Feb 2019 - Jun 2020

  Created financial metrics package used in C-level business review meetings for new Global Sales team covering $2B portfolio of Fortune 100 accounts; Built an Excel macro to automate financial dashboards for 114 individual accounts. Resulting Account Review package took minutes instead of days to produce, enabling never-before-feasible account-level analytics.

• Financial Analyst II, WW Services & Support

  • Apr 2017 - Feb 2019

  Finance business partner providing decision making support and directly managing budgets for ten leaders (Director through VP) in WW Services and Support (1000+ global employees); Created financial models to assess return on investment for strategic projects and initiatives and participated in vendor negotiations, resulting in 8-digit annual run-rate savings.

• Financial Analyst I, Customer Support Delivery

  • Aug 2015 - Apr 2017

  Finance business partner providing decision making support and directly managing budgets for four leaders (Sr Mgr - Director) in Customer Support Delivery (500+ global employees); Created capacity planning and forecasting model for the Technical Support Center and presented to company executives, leading to 15% annual savings through efficient resource allocation.

• Finance Intern

  • Jan 2015 - May 2015
• Finance Intern

  • May 2014 - Aug 2014


Siemens

• Germany
• Automation Machinery Manufacturing
• 700 & Above Employee

• Application Engineering Intern

  • May 2012 - Aug 2012

  Worked cross-functionally with the sales, marketing, and engineering teams to prepared specialized quotations for made-to-order induction motors; Netted $1.7 million in product bookings, setting the record for summer interns. Worked cross-functionally with the sales, marketing, and engineering teams to prepared specialized quotations for made-to-order induction motors; Netted $1.7 million in product bookings, setting the record for summer interns.