Experience

Flow Capital

• Canada
• Financial Services
• 1 - 100 Employee

• Vice President

  • Oct 2022 - Present

• Senior Associate

  • Sep 2021 - Oct 2022



Paradigm Capital

• Canada
• Investment Banking
• 1 - 100 Employee

• Investment Banking

  • Nov 2018 - Sep 2021



Canadian Tire Corporation

• Canada
• Retail
• 700 & Above Employee

• Senior Financial Analyst, Corporate Finance

  • Apr 2018 - Nov 2018

  Helly Hansen forecast integration: ($1B acquisition) Prepared presentation documents for CFO and Board to inform impact of acquisition to credit, valuation, and other company KPIs. Consolidated Helly financials with CTC financials to construct pro-forma segmented and consolidated 5-year financial forecasts. Analysis drove cash allocation decisions (i.e. share-buybacks, payout ratio, and desired credit rating) for 2019 and beyond. Total Shareholder Return project: Spearheaded new corporate-wide initiative. Worked with leaders from other corporate groups to form unanimity around key financial and operating metric target setting. Drilled into key operating metrics to surface correlations to total shareholder return. Performance reporting: Presented and provided insights on monthly and quarterly financial results in the context of overall market performance to CFO and Board. These insights drove corporate wide target setting and investment communication to Board and all company investors. Show less



Cormark Securities

• Canada
• Capital Markets
• 1 - 100 Employee

• Equity Research Associate

  • Jun 2014 - Apr 2018

  Technology, Media & Telecommunications; Gaming & Leisure Sole associate under one analyst covering a universe of 25 companies across the Canadian Technology, Media, Telecom, and Online Gaming sectors. Conducted detailed industry and company research and creating and maintaining comprehensive financial models. Responsibilities also include communicating with sales desk, members of senior corporate management, and working with institutional clients on marketing efforts. Initiated coverage on seven companies: -Entertainment One [ETO-LSE] -NYX Gaming [NYX-TSXV] -Engagement Labs [EL-TSXV] -Innova Gaming [IGG-TSX] -Spin Master [TOY-TSX] -WOW! Unlimited [WOWa-TSXV] -Kew Media [KEW-TSX] Show less



Acasta Capital

• Toronto, Canada Area

• Analyst Intern

  • Oct 2013 - Jun 2014

  Led and supported on analysis of potential LBO, restructuring, and M&A deals Worked directly with company directors on business development efforts Led and supported on analysis of potential LBO, restructuring, and M&A deals Worked directly with company directors on business development efforts



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jul 2012 - Sep 2012

  Institutional Equities Division Cross function between equity research and sales Interacted and provided clear communication between global institutional funds and senior members of corporate management Institutional Equities Division Cross function between equity research and sales Interacted and provided clear communication between global institutional funds and senior members of corporate management



Global China Connection

• United States
• International Affairs
• 1 - 100 Employee

• Chapter Founder and President

  • Feb 2011 - May 2012

  Provided an international platform for elite UWO students to network and develop meaningful relationships with students from prestigious institutions around the world, including Harvard, Cornell, Columbia, Peking University, Tsinghua, etc. Provided an international platform for elite UWO students to network and develop meaningful relationships with students from prestigious institutions around the world, including Harvard, Cornell, Columbia, Peking University, Tsinghua, etc.



Resident Life Management Team at the University of Western Ontario

• Residence Advisor

  • Jan 2011 - Apr 2011

  Provided support and managed a floor of 45 first year students. Provided support and managed a floor of 45 first year students.