Experience

ValueScope, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Manager

  • May 2020 - Present

  Southlake, Texas, United States I advise clients on merger and acquisition opportunities, provide fairness opinions, valuations of various assets / derivatives / liabilities / businesses / business interests for financial reporting and gift / estate tax planning purposes, and financial consulting and other services including litigation support.



Clearwater Analytics

• United States
• Software Development
• 700 & Above Employee

• Sr. Client Services Analyst

  • 2019 - 2020

  Boise, Idaho Area I provided clients with accurate and up-to-date investment portfolio data through daily reconciliation with custody and trading data feeds. I also assisted clients for their success through service with custom reporting, account management, software training, product support, data validation, and innovation requests. In doing so, I implemented an automated compliance module for a large insurance company, including a key report encompassing the status of the client’s investment portfolios in… Show more I provided clients with accurate and up-to-date investment portfolio data through daily reconciliation with custody and trading data feeds. I also assisted clients for their success through service with custom reporting, account management, software training, product support, data validation, and innovation requests. In doing so, I implemented an automated compliance module for a large insurance company, including a key report encompassing the status of the client’s investment portfolios in relation to their respective investment policy statement guidelines. I also represented the interests of insurance clients on an innovation committee and informed servicing team members on any relevant updates to the proprietary investment compliance product. Show less



Reiman Fund

• Portfolio Analyst

  • 2018 - 2018

  Denver, Colorado I managed a portion of the University of Denver's equity portfolio by developing sector analysis reports, designing stock selection screens, and constructing valuation models to create stock report presentations with investment recommendations. I applied analysis techniques including portfolio optimization, risk management, rebalancing, and trading to generate alpha over the S&P MidCap 400 Index. I researched stocks that I found undervalued based on the following criteria: 1. Earnings… Show more I managed a portion of the University of Denver's equity portfolio by developing sector analysis reports, designing stock selection screens, and constructing valuation models to create stock report presentations with investment recommendations. I applied analysis techniques including portfolio optimization, risk management, rebalancing, and trading to generate alpha over the S&P MidCap 400 Index. I researched stocks that I found undervalued based on the following criteria: 1. Earnings growth opportunities not reflected in the current stock price 2. Undervalued on a free cash flow basis 3. Sustainable competitive advantages 4. Insider buying 5. Undiscovered companies Show less



Victory Renewables

• Intern, Financial Analyst

  • Jun 2017 - Aug 2017

  Southlake, Texas I developed custom financial management reports to support the company's economic growth and geographic expansion. In doing so, I also worked as part of a team that constructed an FP&A model specifically aligning with the company's business model. Additionally, I measured industry risks utilizing statistical tools and econometric methods.



Funimation

• United States
• Entertainment Providers
• 100 - 200 Employee

• Intern, Finance and Accounting Project Specialist

  • Jun 2016 - Aug 2016

  Flower Mound, Texas I managed a coding system that attributes payments towards specific anime titles to perform profitability analysis. I also helped construct pro forma financial statements, ensuring that capital requirements were met.