Experience

LaurelCrest Capital Inc

• United States
• Manufacturing
• 1 - 100 Employee

• VP Finance & Development

  • Sep 2018 - Present

  Greater Atlanta Area



Freelance Consulting- new business development

• United States
• Financial Services
• 1 - 100 Employee

• Finance & Development Consultant

  • May 2018 - Sep 2018

  Greater Atlanta Area Worked with a rapidly growing startup CBD distribution platform to build out the framework for a successful business launch and future growth path.



INDEPENDENT INVESTOR

• United States
• Financial Services

• Indepented Investor & Consultant

  • Jun 2017 - May 2018

  Greater Atlanta Area Invested across equity and debt capital markets alongside a HNW family, analyzing investment opportunities and setting strategic investment plans. Worked directly with local commercial real estate developers resulting in successful investments and improved tenant profile.



Insight Investment

• United Kingdom
• Investment Management
• 700 & Above Employee

• Credit Analyst - Bank Loans

  • Jan 2015 - May 2017

  New York, New York Analyst covering chemicals, plastics/packaging, building products, retail, and consumer sectors. Member of a team focused on middle market and broadly syndicated bank loans as well as high yield debt for CLO and total return portfolios.



Cutwater Asset Management

• United States
• Financial Services
• 1 - 100 Employee

• Credit Analyst - Bank Loan Group

  • Sep 2013 - Dec 2014

  Analyst covering chemicals, plastics/packaging, building products, retail, and consumer sectors. Member of a team focused on middle market and broadly syndicated bank loans as well as high yield debt for CLO and total return portfolios.

• Senior Analyst - Portfolio Management

  • Feb 2011 - Sep 2013

  Trade desk analyst as part of an institutional fixed income team. Responsible for daily functions related to portfolio management, specifically portfolio risk and position monitoring, trade idea generation, trade execution, duration management, etc.

• Analyst - Portfolio Management

  • Sep 2009 - Feb 2011


Automated Trading Desk a CITI company
• Intern, Trading Technology Analyst Program

  • Jun 2008 - Aug 2008

Automated Trading Desk LLC
• United States
• Investment Banking
• Summer Trading Assistant

  • Jun 2007 - Aug 2007