Experience

Redbud Brands

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• FP&A Senior Analyst

  • Jan 2023 - Present

  Austin, Texas, United States



Spot Insurance

• United States
• Insurance
• 1 - 100 Employee

• Financial Analyst

  • Sep 2021 - Jan 2023

  Austin, Texas, United States



Bazaarvoice

• United States
• Software Development
• 700 & Above Employee

• FP&A Sr. Financial Analyst

  • Aug 2020 - Jun 2021

  Austin, Texas Metropolitan Area



Nomura

• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Jul 2017 - Jan 2020

  New York, New York Investment Banking Analyst in the Financial Institutions Group



Sandler O'Neill + Partners, L.P.

• United States
• Investment Banking
• 1 - 100 Employee

• Balance Sheet Analysis and Strategy Summer Analyst

  • Jun 2016 - Aug 2016

  New York, New York • Intern in Balance Sheet Analysis and Strategy, a service group within Fixed Income that helps clients better evaluate their securities, borrowings and interest rate derivative portfolios in the context of their balance sheets • Conducted portfolio analysis that detailed client interest rate risk and was used to advise clients on asset allocation • Studied structured products and met with their respective traders to receive input in order to design bond portfolio presentation



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Envision Leadership Conference Participant

  • May 2016 - May 2016

  New York • Selected for two day conference designed to hone leadership, team-building, interpersonal and negotiation skills • Originated plan with team to overhaul relationship management within Audit practice which was presented to firm partners



Castle Hill Partners, Ltd.

• United States
• Business Consulting and Services

• Fall Intern

  • Sep 2015 - Dec 2015

  Austin, Texas Area • Worked with the Chief Financial Officer and the financial analyst of Castle Hill Partners, a private real estate investment firm, to produce materials that enhanced the firm’s ability to assess investments and overall firm performance • Created financial models to evaluate potential investment opportunities by calculating the firm’s rate of return on each investment • Researched, presented, and implemented new method to expedite the due diligence process for common investment… Show more • Worked with the Chief Financial Officer and the financial analyst of Castle Hill Partners, a private real estate investment firm, to produce materials that enhanced the firm’s ability to assess investments and overall firm performance • Created financial models to evaluate potential investment opportunities by calculating the firm’s rate of return on each investment • Researched, presented, and implemented new method to expedite the due diligence process for common investment documents Show less



MetLife

• United States
• Insurance
• 700 & Above Employee

• Global Relationship Management Intern

  • Jun 2014 - Aug 2014

  New York, New York • Generated client activity and briefing reports with global relationship managers for use by company executives • Designed and implemented intragroup website with improved functionality of client information sharing based on feedback of business and technology partners • Created reference sheet outlining required language and information to ensure consistency across client briefing reports