Experience

Fraser Industries
• United States
• Executive Offices
• 1 - 100 Employee
• Director of Financial Planning and Analysis

  • May 2022 - Present

Fraser Shipyards, Inc.
• Business Manager

  • Dec 2020 - May 2022


Capstan Corporation

• Leasing Non-residential Real Estate

• Senior Business Analyst

  • Dec 2014 - Dec 2020

  At Capstan Corporation, a Midwest-based holding company, we focus on acquiring and growing businesses in several industries. We have a solid foundation of experience and knowledge that gives our businesses an edge. Our companies benefit from proven operational success, management vision, entrepreneurial spirit, and solid values. As a business analyst, my job is to analyze assets among a variety of held companies. This allows us to make informed decisions on operating, expanding, acquiring, and disposing of assets. Typical assets among our companies include; buildings, real estate, fabrication equipment, cranes, construction equipment, marine construction equipment, dry docks, and construction support equipment. Our Companies include: Fraser Shipyards INC. AtWater Real Estate Group Lake Assault Boats Northern Engineering My primary job roles consist of the following: -Assist our corporate accountants and CFO to help monitor and improve asset allocation to help better understand job costs. -Visit job-sites to better understand the scope of work performed -Create presentations and financial analysis reports -Develop tools to help streamline work processes -Create cost models for asset utilization and job costs/bidding -Analyze equipment costs and market valuations -Review insurance documents to help verify our companies are properly covered -Create/review job costs and labor reports for accuracy and field reporting -Support IT based needs within the company -Monitor job progression and job cost projections on larger jobs



The Home Depot

• United States
• Retail
• 700 & Above Employee

• Flooring Specialist

  • May 2004 - Apr 2016

  -Assist customers in product selection, installation coordination, and issue resolution. -Coordinated and instructed how-to-clinics on a wide variety of flooring and decor based products. -Utilize Home Depot based financing options to assist customer’s financial and home improvement needs. -Maintained safety and showroom standards to help provide an appealing environment for customers to explore product options. I started at Home Depot while in my sophomore year of college. I was going to school full time while also working full time at the Home Depot. Keeping my schedule busy helped pushed me to be more focused while in school.



Lutheran Social Service of Minnesota

• United States
• Non-profit Organizations
• 700 & Above Employee

• HUD Certified Foreclosure Prevention Counselor

  • May 2009 - Nov 2014

  Assist homeowners in evaluating options in preventing foreclosure -Work directly with Mortgage Servicers and Investors in pursuit of Loss Mitigation options -Help homeowners understand the process of transitioning out of a foreclosed home - Utilized the Re-housing Grant to help homeowners relocate out of their foreclosed homes -Funds were used for moving, storage, deposits, and rent Was an active member of the Committee for the Foreclosure Prevention Assistance Program -Evaluated homeowner’s financials to assist them in bringing their mortgage current -Reviewed clients bank statements, credit reports, and other financial documents Worked with the government established Emergency Homeowners’ Loan Program -Evaluated financial documents to verify homeowners met the established requirements -Reviewed Credit Reports, Bank Statements, Taxes, and other related documentation -Financial assistance provided up to $50,000 to each homeowner -Used the Home Loan Port to upload client’s documentation NFCC Certified Consumer Credit Counselor -Develop Debt Management Plans to assist consumers in affordable credit card repayment options -Assist clients in developing budgets and setting realistic financial goals -Review credit reports and help develop a plan to re-establish credit ratings -Perform presentations to banks, credit unions, and colleges on a wide variety of financially based topics



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Sep 2007 - Feb 2008

  I worked directly with a CFP on his existing book of business. My tasks varied from sitting in on investor presentations to working directly on clients files. I found this to be a great life experience while also providing me with a better understanding of the corporate structure. I worked directly with a CFP on his existing book of business. My tasks varied from sitting in on investor presentations to working directly on clients files. I found this to be a great life experience while also providing me with a better understanding of the corporate structure.