Experience

Romano Capital, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Senior Investment Associate

  • Feb 2023 - Present

  Vancouver, Washington, United States As a Senior Investment Associate at Romano Capital, I specialize in developing investment strategies for real estate-based private equity funds. In my role, I am responsible for: ~ Instigating, managing, and facilitating campaigns for new and open offerings. ~ Meeting with retail clients to discuss their current positions, needs, and investment strategies. ~ Serving as the first point of contact for clients relations. ~ Drafting all client and public-facing content, including… Show more As a Senior Investment Associate at Romano Capital, I specialize in developing investment strategies for real estate-based private equity funds. In my role, I am responsible for: ~ Instigating, managing, and facilitating campaigns for new and open offerings. ~ Meeting with retail clients to discuss their current positions, needs, and investment strategies. ~ Serving as the first point of contact for clients relations. ~ Drafting all client and public-facing content, including community publications and quarterly fund reports. Through my efforts, I help to ensure that Romano Capital delivers a relationship forward investment experience to our clients while maintaining the highest standards of integrity and transparency.

• Investment Associate

  • Jun 2021 - Mar 2023

  Vancouver, Washington, United States Romano Capital & Affiliates build, fund, and manage investment vehicles that correspond with vertically integrated development projects. The Investment Team works intimately with all departments of Romano to ensure the projects, funds, and investors are prosperous from the first shovel of dirt to sale.



MassMutual Oregon

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Intern

  • Jun 2020 - Aug 2020

  Lake Oswego, Oregon, United States Through an internship with Mass Mutual Oregon I acted very similarly to a first year advisor in the industry. I met with prospective clients to discuss financial strategies focused on insurance and investments. In my time at Mass I incorporated a prospecting technique and mentality as well as financial language into my skillset.



Royal Oaks Country Club / Vancouver, Washington

• United States
• Spectator Sports
• 1 - 100 Employee

• Outside Service Employee

  • May 2019 - Aug 2019

  Vancouver, Wa



Royal Oaks Country Club / Vancouver, Washington

• United States
• Spectator Sports
• 1 - 100 Employee

• Outside Service Employee

  • Apr 2018 - Sep 2018

  Vancouver, Washington Outside golf course assistant. Worked with set up, maintenance, and closure of the course. With roughly 500 golf members, Royal Oaks has continuously been a top 5 golf club in the state of Washington. Daily work consisted of servicing upwards of 200 members while also maintaining ranges and practice facilities.



Evans Program at Royal Oaks Country Club

• Caddie

  • Mar 2016 - Sep 2018

  Vancouver, Washington I worked as a caddie at Royal Oaks Country Club under the Evans Scholar Program. Through Evans I had the opportunity to caddy for over 50 members at the club with over 150 recorded loops. A typical loop consisted of four hours of one on one time with a member and 18 holes of golf. I worked diligently achieving Honors caddy status and eventually held the top position as club caddy. In my time looping, I was on bag in 14 club tournaments and 2 charity tournaments. Caddying was a phenomenal… Show more I worked as a caddie at Royal Oaks Country Club under the Evans Scholar Program. Through Evans I had the opportunity to caddy for over 50 members at the club with over 150 recorded loops. A typical loop consisted of four hours of one on one time with a member and 18 holes of golf. I worked diligently achieving Honors caddy status and eventually held the top position as club caddy. In my time looping, I was on bag in 14 club tournaments and 2 charity tournaments. Caddying was a phenomenal opportunity to learn many perspectives of business from many outstanding members. Show less