Experience

• 

  First State Investment Advisors, Inc.

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Vice President & Money Manager, Board Member

    • Aug 2017 - Present

  • Investment Analyst

    • Jun 2015 - Jul 2017

    Reviewed the manager's investment process and goals and developed models to perform the fundamental bottom-up equity analysis used in making investment decisions. Performed the company-specific research used in these fundamental models to forecast equity values and to make the investment decisions used in managing client's portfolios. Created tools to analyze the manager's performance, compare it to benchmarks, and determine sources of value-added through management. Met with clients to explain the investment process, identify goals and risk tolerances, and develop suitable investment plans.

• 

  Helmerich & Payne

  • Financial Analyst

    • Jun 2013 - May 2015

    Worked with the finance manager in analyzing internal and external factors that would impact the management of the business. This included performing market research, company cash flow modeling, revenue and expense analysis, peer comparison analysis, customer credit analysis, and industry and economic trend analysis. These analyses were used by the executive management team both in making investment decisions within the business and in interacting with investors and analysts.

  • Investor Relations Intern

    • May 2012 - May 2013

    Worked with the investor relations team in preparing projects and presentations that were used by the executive team in both their meetings with investors and their internal business decisions. This included performing market research that was compiled into a weekly market intelligence report, building a database used to track and analyze trends in industry data, managing the company's sell/buy side intelligence and CRM database, and serving as a general resource for the investor relations and finance team.

  • Internal Audit Intern

    • Feb 2012 - May 2012

    Assisted the auditing team in testing a variety of business processes, performing administrative tasks, and making basic improvements to the organization of the auditing workflow. Created an organizational planning calendar that enabled the Director of Internal Audit to visually map out the team's projects, trips, and primary objectives on a quarterly basis. Traveled to Tunis, Tunisia to assist with the audit of one of the company's international operations. Gained exposure to a variety of business processes, accounting systems, and corporate controls and how these processes, systems, and controls can be implemented, evaluated, and improved.

• 

  Oral Roberts University

  • Tulsa, OK

  • Honors Research Assistant

    • Jan 2011 - Feb 2012
    • Tulsa, OK

• 

  Redmond Leadership Institute - Center for Leadership, Accelerated Growth and Value Creation

  • Tulsa, OK

  • Accountant

    • Jan 2009 - Dec 2011
    • Tulsa, OK

    Performed a large portion of the company's accounting work using QuickBooks. This included running payroll on a monthly basis, filing state and federal taxes, reconciling bank statements, and preparing financial reports for the company.

• 

  Architectural Roofing & Sheet Metal

  • Tulsa, OK

  • Coppersmith Apprentice

    • Sep 2010 - Dec 2010
    • Tulsa, OK

    Served as an apprentice to the master coppersmith, learning the trade of coppersmithing, particularly in the areas of copper roofing and architectural ornaments. Assisted in the creation and installation of copper cupolas, finials, gutters, downspouts, vents, and roofing sheets, as well as in the general upkeep of the shop and equipment.

• 

  DP Financial & Tax

  • Tulsa, OK

  • Tax Accountant Intern

    • May 2010 - Aug 2010
    • Tulsa, OK

    Assisted with the development and implementation of a telemarketing program through which the company was able to add a number of new clients. Researched various tax and accounting topics for the lead accountants. Gained exposure to small business accounting, taxes, consulting, and client management in working with the team on a variety of projects.