Experience

C.W. Urban

• United States
• Real Estate
• 1 - 100 Employee

• VP of Finance

  • Sep 2022 - Present

  CW Group is a vertically-integrated real estate development firm focused on developing master planned communities, residential lots, urban in-fill communities and mixed-use properties throughout the state of Utah. We are founded on the principles of creating value through thoughtful land planning, progressive architecture and exceptional project-level execution. C.W. Urban is a design-build group providing unique solutions for the housing demand in Utah. We develop and build contemporary… Show more CW Group is a vertically-integrated real estate development firm focused on developing master planned communities, residential lots, urban in-fill communities and mixed-use properties throughout the state of Utah. We are founded on the principles of creating value through thoughtful land planning, progressive architecture and exceptional project-level execution. C.W. Urban is a design-build group providing unique solutions for the housing demand in Utah. We develop and build contemporary town-homes, condos, single-family homes and apartments that enhance both the aesthetics and functionality of existing communities.

• Director of Finance

  • Dec 2021 - Aug 2022

• Development Associate

  • Jun 2021 - Dec 2021



Bridge Investment Group

• United States
• Real Estate
• 400 - 500 Employee

• Summer Associate, FP&A

  • Jun 2020 - Aug 2020

  Bridge Investment Group is a globally recognized real estate investment manager with over $25BN AUM deployed across 7 distinct verticals. Bridge Investment Group is a globally recognized real estate investment manager with over $25BN AUM deployed across 7 distinct verticals.



Kinect Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Investor Liaison

  • Dec 2019 - May 2020

  VentureCapital.org (VCO) is a non-profit organization with the mission of helping entrepreneurs Start, Find Money, and Change the World. VCO offers a suite of educational programs, pitch events, and a powerful network of venture professionals. Key roles and responsibilities included: • Reviewing and analyzing the market viability of early-stage business proposals • Working as part of a multidisciplinary team to mentor startups • Consulting with founders on their proposals… Show more VentureCapital.org (VCO) is a non-profit organization with the mission of helping entrepreneurs Start, Find Money, and Change the World. VCO offers a suite of educational programs, pitch events, and a powerful network of venture professionals. Key roles and responsibilities included: • Reviewing and analyzing the market viability of early-stage business proposals • Working as part of a multidisciplinary team to mentor startups • Consulting with founders on their proposals and presentations, to aid them in securing funding Show less VentureCapital.org (VCO) is a non-profit organization with the mission of helping entrepreneurs Start, Find Money, and Change the World. VCO offers a suite of educational programs, pitch events, and a powerful network of venture professionals. Key roles and responsibilities included: • Reviewing and analyzing the market viability of early-stage business proposals • Working as part of a multidisciplinary team to mentor startups • Consulting with founders on their proposals… Show more VentureCapital.org (VCO) is a non-profit organization with the mission of helping entrepreneurs Start, Find Money, and Change the World. VCO offers a suite of educational programs, pitch events, and a powerful network of venture professionals. Key roles and responsibilities included: • Reviewing and analyzing the market viability of early-stage business proposals • Working as part of a multidisciplinary team to mentor startups • Consulting with founders on their proposals and presentations, to aid them in securing funding Show less



Adamy Valuation

• United States
• Financial Services
• 1 - 100 Employee

• Senior Analyst

  • Jan 2019 - Jun 2019

  Adamy Valuation is the largest independent business valuation firm in West Michigan. Services offered include valuations for financial reporting purposes, litigation support, mergers and acquisitions, succession planning, and employee stock ownership plans. Key roles and responsibilities included: • Conducting due diligence including site tours and interviews with executive management teams in order to extract necessary information • Managing projects including planning and… Show more Adamy Valuation is the largest independent business valuation firm in West Michigan. Services offered include valuations for financial reporting purposes, litigation support, mergers and acquisitions, succession planning, and employee stock ownership plans. Key roles and responsibilities included: • Conducting due diligence including site tours and interviews with executive management teams in order to extract necessary information • Managing projects including planning and coordinating product delivery timelines, managing client expectations, client meetings, and delegating to junior analysts • Leading a process improvement team that created a more user-friendly, efficient Excel valuation tool that was adopted throughout the firm • Training new entry-level analysts and managers on fundamentals and intricacies of business valuations, reducing the learning curve and accelerating productivity • For each valuation, conducted industry and market research to validate valuation inputs, including weighted average cost of capital (WACC), market multiples, and long-term growth rates

• Analyst

  • Jul 2016 - Dec 2018



NuVescor Group

• United States
• Investment Banking
• 1 - 100 Employee

• Financial Analyst

  • Dec 2015 - Jun 2016

  NuVescor Group is a leading Merger and Acquisition advisory firm headquartered in Grand Rapids, MI. They service small to middle-market companies across the globe, but focus their efforts on businesses located in Michigan. Key roles and responsibilities there included: • Reviewed and analyzed client financials and reported findings to senior team members who used the information to improve client deliverables • Facilitated completion of the firm’s NDAs allowing Managing… Show more NuVescor Group is a leading Merger and Acquisition advisory firm headquartered in Grand Rapids, MI. They service small to middle-market companies across the globe, but focus their efforts on businesses located in Michigan. Key roles and responsibilities there included: • Reviewed and analyzed client financials and reported findings to senior team members who used the information to improve client deliverables • Facilitated completion of the firm’s NDAs allowing Managing Directors to focus efforts on high-impact duties • Developed projections for clients based on historical trends, future expectations, and market conditions that were used to market subject companies to prospective buyers Show less NuVescor Group is a leading Merger and Acquisition advisory firm headquartered in Grand Rapids, MI. They service small to middle-market companies across the globe, but focus their efforts on businesses located in Michigan. Key roles and responsibilities there included: • Reviewed and analyzed client financials and reported findings to senior team members who used the information to improve client deliverables • Facilitated completion of the firm’s NDAs allowing Managing… Show more NuVescor Group is a leading Merger and Acquisition advisory firm headquartered in Grand Rapids, MI. They service small to middle-market companies across the globe, but focus their efforts on businesses located in Michigan. Key roles and responsibilities there included: • Reviewed and analyzed client financials and reported findings to senior team members who used the information to improve client deliverables • Facilitated completion of the firm’s NDAs allowing Managing Directors to focus efforts on high-impact duties • Developed projections for clients based on historical trends, future expectations, and market conditions that were used to market subject companies to prospective buyers Show less



Mercantile Bank

• United States
• Banking
• 400 - 500 Employee

• Commercial Credit Analyst Intern

  • Jan 2015 - Aug 2015

  • Underwrote commercial loans for clients across a broad range of industries • Attended weekly officer loan committee meetings in which the viability of large deals was discussed by bank executives • Monitored loan covenants and customer credit exposure • Underwrote commercial loans for clients across a broad range of industries • Attended weekly officer loan committee meetings in which the viability of large deals was discussed by bank executives • Monitored loan covenants and customer credit exposure