Experience

Compass International Advisors, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Private Funds Analyst

  • Sep 2022 - Present

  Support the distribution and capital raising team. Create Decks for potential partners and investors Utilize Pitchbook for company and market research. Manage CRM systems and develop metrics to measure customer service success. Support the distribution and capital raising team. Create Decks for potential partners and investors Utilize Pitchbook for company and market research. Manage CRM systems and develop metrics to measure customer service success.



Bentley Investment Group

• United States
• Capital Markets
• 1 - 100 Employee

• Analyst

  • Feb 2022 - Apr 2023

  Energy Sector Energy Sector



Chase Corporation

• United States
• Chemical Manufacturing
• 1 - 100 Employee

• Corporate Finance Intern

  • May 2022 - Aug 2022

  Reviewed and revised the upcoming 10-Q Report Disposed of 10 Million+ worth of Assets Prepared monthly depreciation expense reports for the tax director through Sage Fixed Assets Reviewed and revised the upcoming 10-Q Report Disposed of 10 Million+ worth of Assets Prepared monthly depreciation expense reports for the tax director through Sage Fixed Assets



Ironhold Capital

• United States
• Investment Management
• 1 - 100 Employee

• Investment Analyst Intern

  • Dec 2021 - May 2022

  Performed equity research and presented information to the Chief Investment Officer. Evaluated financial statements for potential investment opportunities. Performed equity research and presented information to the Chief Investment Officer. Evaluated financial statements for potential investment opportunities.