Experience

Navagant

• United States
• Investment Banking
• 1 - 100 Employee

• Head of Operations

  • Feb 2023 - Present

  Richmond, Virginia, United States


Capstone Partners
• United States
• Staffing and Recruiting
• 1 - 100 Employee
• Investment Banking Specialist

  • Oct 2020 - Jan 2023


Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Investment Bank Virtual Intern

  • Apr 2020 - May 2020

  Remote Due to COVID, selected to participate in the Citi Investment Banking Virtual Internship with InsideSherpa. Modules included pitchbook creation, market research, and financial modeling.



Empire Flippers — Buy, Sell & Invest In Online Businesses

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Valuation Specialist

  • Sep 2018 - Aug 2019

  Remote TMT Sell-side position where I conducted due diligence, pitch book creation, financial modeling, and industry research. I also was responsible for proposing and assessing new valuation procedures which reduced seller complaints by 30%. Empire Flippers is 100% worldwide remote, meaning I worked independently from remote offices while relaying results and escalating issues as necessary.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• PWM Interational Lending Finance Associate

  • Oct 2014 - Jun 2017

  London, United Kingdom Supported the International Lending ($3B of funded loans) and GSIP Hedge Funds ($800 AUM) businesses while being remote support for Regulatory. Responsibilities were to create and compile detailed performance, budget projections, and valuations reports while facilitating technology enhancements and managing ad-hoc requests from front-office management.

• Senior Analyst, Investment Management Division

  • Jan 2014 - Jun 2017

  New York City Metropolitan Area Reviewed large sets of data for the CCAR and Dodd Frank submissions for GSAM’s GSIP and Credit Alternative Hedge Funds ($7B AUM, aggregate firm ownership $1B). Proactively engineered automation processes which increased efficiency and data integrity.

• Central Funding Senior Financial Analyst

  • Feb 2013 - Jan 2014

  NY/NJ area As a result of turnover, sole team member responsible for extensive data reconciliation & consolidation as well as variance analysis of all IMD funds. In addition, I created VBA enabled excel templates to streamline the production and managerial reviews of KPIs.

• Hedge Fund Financial Analyst

  • Jul 2010 - Feb 2013

  NY/NJ area I was recognized by management for my initiative in establishing relationships with outside financial institutions (i.e. brokers and fund administrators) to resolve day-to-day issues and ensure accurate investor reporting. Responsible for performing daily PnL reconciliation, maintaining road show presentation materials, and managing ad-hoc requests in relation to Liberty Harbor’s 10 funds ($2.6B AUM). Point of contact for mutual fund publishing to third-party publications such as… Show more I was recognized by management for my initiative in establishing relationships with outside financial institutions (i.e. brokers and fund administrators) to resolve day-to-day issues and ensure accurate investor reporting. Responsible for performing daily PnL reconciliation, maintaining road show presentation materials, and managing ad-hoc requests in relation to Liberty Harbor’s 10 funds ($2.6B AUM). Point of contact for mutual fund publishing to third-party publications such as Bloomberg and Financial Times.