Experience

Wilshire
• United States
• Financial Services
• 1 - 100 Employee
• Associate - Alternative Investments

  • May 2022 - Present


Blue Ox Healthcare Partners

• United States
• Investment Management
• 1 - 100 Employee

• Associate and Senior Analyst

  • May 2017 - Present

  Blue Ox Healthcare Partners is a private equity investment firm providing capital to growth stage healthcare companies. We focus on businesses in the middle market targeting the industry’s transformation to individuality and value-based care in healthcare services, HCIT, and medical and life sciences technologies, whose innovations, strategies and operations are poised for growth. Since 2009, Blue Ox has invested in a range of companies where the team’s extensive healthcare industry, investment, and operational expertise can be leveraged to a company’s long-term benefit. An overview of current and previous investments is available at the company’s website at www.blueoxhcp.com Show less



USC Marshall Center for Investment Studies

• Fund Manager

  • Mar 2021 - May 2022

  Managed USC Endowment's Trojan Equity Fund, which is a large-cap global that is benchmarked on the Russell 1000 index. Responsibilities include: -Financial modeling and valuation (including DCF, comparable, and Gordon Growth analyses) -Writing and presenting stock analysis (buy/sell) reports - Identifying mispriced securities through fundamental and technical analyses - Developing a portfolio weighting strategy to mitigate risk to optimize our portfolio performance - Performing in-depth sector and industry research and presenting the research to fellow managers Show less


The Holdsworth Group, LLC
• United States
• Financial Services
• 1 - 100 Employee
• Hedge Fund Summer Associate

  • Jun 2021 - Aug 2021


Navigate Ventures

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Apr 2021 - Aug 2021

  Responsible for investment analysis and investor relations for a Southern California-based VC firm. Navigate Ventures is an early/mid growth stage fund that invests in emerging B2B Enterprise SaaS & Internet companies between their Series A and Growth rounds. Responsible for investment analysis and investor relations for a Southern California-based VC firm. Navigate Ventures is an early/mid growth stage fund that invests in emerging B2B Enterprise SaaS & Internet companies between their Series A and Growth rounds.



ScrappyMeals

• Chief Operator

  • Jan 2016 - Jul 2020

  A sustainable creative agency focused on educating children and adults about reducing food waste. Scrappy Meals is changing the way people think about food by hosting cooking classes, dinners, educational events, and more. Joined as an all-fronts volunteer in 2015. A sustainable creative agency focused on educating children and adults about reducing food waste. Scrappy Meals is changing the way people think about food by hosting cooking classes, dinners, educational events, and more. Joined as an all-fronts volunteer in 2015.


Know Me Productions
• United States
• Media Production
• Operations Management Manager

  • May 2017 - Aug 2017

Ngage Management
• United States
• Business Consulting and Services
• 1 - 100 Employee
• Senior Intern, Entertainment and A&R Division

  • Dec 2016 - Apr 2017


Enigma Canon

• Senior Editorial Intern

  • Dec 2015 - Apr 2016

  Performed research on celebrity owned business and noteworthy entrepreneurs in order to write articles for online publication. Published 10-15 pieces a week focused on the entertainment media industry, musical artists and music business. Articles were utilized by blogs such as Thehotzone.com, AndMagazine.com and enigmacannon.com. Performed research on celebrity owned business and noteworthy entrepreneurs in order to write articles for online publication. Published 10-15 pieces a week focused on the entertainment media industry, musical artists and music business. Articles were utilized by blogs such as Thehotzone.com, AndMagazine.com and enigmacannon.com.



The New Music Seminar

• Musicians

• Industry Relations Liason

  • Mar 2015 - Jun 2015

  Worked as a PA and industry relations intern while planning the 2015 New Music industry conference. Worked closely under a team led by Tom Silverman, founder of Tommy Boy Records and Peter Schwinge, founder and CEO of Moving Target Group. Responsibilities included writing press releases, contacting major industry companies through email and over the phone, organizing and contacting event sponsors, and working on the core event staff during the two day conference. Also worked on the New Music Nights concert venue team, assisting the musicians with set-up and ensuring the overall operation ran smoothly. Show less