Experience

Bainbridge Capital Advisory
• United States
• Financial Services
• 1 - 100 Employee
• Private Equity Research Analyst

  • Jun 2023 - Present


TreeOak Holdings

• Junior Intern Analyst

  • Jun 2020 - Dec 2021

  • Conducted preliminary and in-depth due diligence on companies and markets • Collected, analyzed, and managed quantitative data from financial databases (Bloomberg/CAPIQ/Morningstar) to develop meaningful reports and models that resulted in a successful $12m medical supplies transaction • Conducted ad hoc research using SQL to monitor progress and generate forecasts for investors and partners. • Created and developed businesses in healthcare, blockchain, banking, real estate and other financial services. Show less


Beta Theta Pi, Eta Omega Chapter at the University of Loyola Chicago
• Vice President Finance

  • Jan 2020 - Jan 2021


Vanek Brothers Trucking Company, Inc.

• Accounts Payable Consultant

  • May 2019 - May 2020

  • Financial Management • Modernized, reorganized, and managed accounts payable and receivable. • Handled customer and supplier relations. • Financial Management • Modernized, reorganized, and managed accounts payable and receivable. • Handled customer and supplier relations.



The Brokerage Group

• United States
• Real Estate

• Co-Founder

  • May 2018 - Sep 2018

  • Co-Started Brokerage Office. • Worked to gain new customers, expanding capacity by taking on new truck lanes or increasing the volume of shipments. • Trained associates on office procedures, Oracle-based office programs, sales procedures, and customer service. • Managed other broker associates, and supervising day to day operations. • Co-Started Brokerage Office. • Worked to gain new customers, expanding capacity by taking on new truck lanes or increasing the volume of shipments. • Trained associates on office procedures, Oracle-based office programs, sales procedures, and customer service. • Managed other broker associates, and supervising day to day operations.



C & D TRANSPORTATION SERVICES

• United States
• Transportation/Trucking/Railroad
• 1 - 100 Employee

• Broker

  • May 2017 - Feb 2018

  • Brokered truck lanes and loads with truck carriers across the continental US. Developed a dedicated carrier program that provided consistency for drivers and lower lane costs for customers. • Acquired new truck lanes and loads from customers through spot market systems, inputting them into office systems. • Supervised loads and lanes to completion minimizing problem loads while being adaptable enough to handle any that occurred. • Brokered truck lanes and loads with truck carriers across the continental US. Developed a dedicated carrier program that provided consistency for drivers and lower lane costs for customers. • Acquired new truck lanes and loads from customers through spot market systems, inputting them into office systems. • Supervised loads and lanes to completion minimizing problem loads while being adaptable enough to handle any that occurred.