Associate, Investment Banking

• Aug 2023 - Present

Investment Banking Senior Analyst

• Dec 2022 - Aug 2023

Investment Banking Analyst

• Oct 2021 - Dec 2022

Select transactions include:Main Street Capital invests in Elgin Industries, Inc.

Investment Analyst

• Oct 2019 - Oct 2021

Equity Analyst

• May 2019 - Aug 2019

• Co-managed $5 million small cap value fund benchmarked against the Russell 2000 Value with direct responsibility for selected holdings in the Industrials Sector • Pitched buy/hold/sell of existing holdings and additions after analyzing financial statements, assessing business prospects including revenue drivers and competitive positioning, and developing DCF valuation models to determine intrinsic value directly leading to the purchase of $150K of securities • Co-managed $5 million small cap value fund benchmarked against the Russell 2000 Value with direct responsibility for selected holdings in the Industrials Sector • Pitched buy/hold/sell of existing holdings and additions after analyzing financial statements, assessing business prospects including revenue drivers and competitive positioning, and developing DCF valuation models to determine intrinsic value directly leading to the purchase of $150K of securities

Procurement Business Analyst Intern

• May 2018 - Jan 2019

• Developed improved process for Procurement Department utilizing PeopleSoft for purchase and work orders leading to 80% work-time savings over traditional process • Completed financial and performance assessment on suppliers to identify preferred supplier candidates and prepared and delivered insights and recommendations to leadership for decisioning • Developed and presented monthly capital governance report to leadership detailing current capital expenditures and forecast including insights to budget over-run areas enabling more efficient utilization of division budget • Conducted travel spend analysis to identify cost reduction opportunities, prepared and delivered analysis insights to leadership team identifying cost savings opportunities to pursue in corporate travel policies • Performed monthly procurement surveys to benchmark internal client satisfaction, delivering insights and recommendations for improvement opportunities Show less

Retail Operations Intern

• Jun 2017 - Aug 2017

• Managed project implementing new banking center security codes in all Michigan branches to increase security and oversight; Coordinated business readiness efforts across multiple departments and locations, leading to a successful pilot of program and full implementation with no closures or interruptions in current branch operations • Performed data collection and analysis of time/work studies to assess impact of revised processes on customer service and employee task time • Developed integrated portfolio schedule for all department projects, priorities and activities to minimize disruptions to the business and reduce risk • Facilitated internal stakeholders’ meetings, prepared and presented project proposals to management for awareness and key decision approval, resulting in approval from EVP of Retail Bank Show less

Intramural Hockey Official

• Mar 2017 - Apr 2017

• Maintain safe and fair play for all intramural student participants • Assess and impose penalties for violations of rules • Maintain safe and fair play for all intramural student participants • Assess and impose penalties for violations of rules

Hockey Referee

• Sep 2008 - May 2015

Referee for youth hockey games ages 5-16. Officiated independently and in pairs/groups as needed. Handled difficult situations with coaches, parents and players and controlled and maintained a fun and safe environment for all involved. Referee for youth hockey games ages 5-16. Officiated independently and in pairs/groups as needed. Handled difficult situations with coaches, parents and players and controlled and maintained a fun and safe environment for all involved.