Experience

B. Riley Financial

• United States
• Financial Services
• 400 - 500 Employee

• Senior Financial Analyst

  • Oct 2015 - Present

  • Project lead from end-to-end of inventory appraisal process for appraisal engagements with fees of $15M to $35M per engagement that totaled $375M for 2020 • Reviewed accuracy of all analysis and content in appraisal report prior to issuance to client lenders and delivered results to clients • Managed customer timelines and expectations regarding the issuance of appraisal reports by aligning lenders, target company management, internal management, lender field exam teams, internal business development officers, and junior analysts Show less



General Dynamics Information Technology

• IT Services and IT Consulting
• 700 & Above Employee

• Financial Analyst

  • Sep 2013 - Sep 2015

  • Responsible for budgeting, auditing, forecasting and analysis of project costs • Create, maintain, and update financial databases, spreadsheets, and financial reports as needed • Initiate and monitor inter-divisional invoices for indirect cost allocations • Responsible for budgeting, auditing, forecasting and analysis of project costs • Create, maintain, and update financial databases, spreadsheets, and financial reports as needed • Initiate and monitor inter-divisional invoices for indirect cost allocations



Bentley Investment Group

• Financials Analyst

  • Oct 2011 - May 2013

  • Managed and researched long-only, student-run equity portfolio worth over $600K • Followed all sector and company specific events in financial sector • Managed and researched long-only, student-run equity portfolio worth over $600K • Followed all sector and company specific events in financial sector



Loomis, Sayles & Company

• United States
• Financial Services
• 700 & Above Employee

• Product Management Intern

  • Jun 2012 - Dec 2012

  • Created customized reports for fixed-income investment teams detailing their funds' inflows/outflows, performance relative to their peers, and marketing activities on a quarterly basis. • Performed other ad-hoc projects as needed. • Created customized reports for fixed-income investment teams detailing their funds' inflows/outflows, performance relative to their peers, and marketing activities on a quarterly basis. • Performed other ad-hoc projects as needed.