Experience

Postlethwaite & Netterville now EisnerAmper

• United States
• Accounting
• 200 - 300 Employee

• Consulting Manager

  • Aug 2022 - Present



Humana

• United States
• Insurance
• 700 & Above Employee

• Market Finance Lead

  • Jun 2020 - Jul 2022



Burkenroad Reports at Tulane University

• New Orleans

• Associate Director of Research

  • Jun 2019 - Jun 2020

  Burkenroad Reports, started in 1993, is the nation’s first university-sponsored securities analysis program. Each year 200 students from Tulane's A. B. Freeman School of Business are divided up into teams to follow 40 small-cap public companies headquartered in six southern states. Teams meet with top management, visit company sites, design financial models, and publish in depth, unbiased investment research reports. https://freeman.tulane.edu/content/burkenroad-reports-tulane-business-school As the Assoicate Director of Research, I am in charge of managing the students and reviewing weekly deliverables that will be included in the final published equity research report. Additionally, I assist in the development of the Burkenroad Reports Investment Conference and serve as the liaison between the program and the management teams of the companies under coverage. Show less



Lucid Holdings, Inc.

• United States
• Software Development
• 100 - 200 Employee

• Financial Planning and Analysis Intern

  • Jun 2019 - Aug 2019

  As an Intern on the Financial, Planning, and Analysis Team, I worked with four team members and the CFO and especially assisted the team in the Annual Budget Process. Additionally, I spearheaded an initiative focused on mitigating and managing foreign currency risk in a financial and operational capacity as my summer project. Additional activities included: synthesizing existing cost information, modeling revenue growth initiatives, generating new budget templates, and creating materials for executive meetings. Show less



Stonehenge Capital

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Jan 2018 - Jul 2018

  Stonehenge has been active in the historic tax credit market since 2006 and has since closed 170 transactions in 12 states, which have generated $700 million in historic tax credits. As an Associate, I contributed to the underwriting and due diligence process for closing Historic Tax Credit investments. I was tasked with ensuring that each project met company underwriting guidelines and investor hurdles. Additional diligence for each project included creating investment memos, reviewing market studies, projections and third party appraisals, and identifying and mitigating potential risks. Show less



Créame Incubadora de Empresas

• Colombia
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Consulting Analyst

  • May 2017 - Jul 2017

  Creame is a consulting firm with over 20 years of experience that offers incubator and accelerator programs to entreprenuers in Medellin, Colombia. I worked as an intern supporting the financial consultant who provided extensive models to the client to asses cash flow, break-even analysis, and valuation. Additionally, I assisted in the early stages of the development of a fund for microcredits and equity investments. Development included creating profitability models and outlining the program application process and portfolio management. Show less



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Commercial Underwriter

  • Mar 2015 - Mar 2017

  As a Commercial Underwriter, I managed between 30-40 clients with ~$1 Billion in commitments. My clients ranged from small and local to large publicly traded companies. Industries included: retail, industrial, construction, non-for-profit, and New Market Tax Credit. During my tenure, I was responsible for structuring and underwriting loan transactions that achieved the Bank’s profitability goals, met the client’s unique needs, and diminished risk vulnerability. Additionally, I performed underwriting diligence, including industry and company research, that identified a borrower’s performance drivers, projected future performance and anticipated ability to repay debt, and assessed how stress cases impact the credit. All risk assessment was presented and defended to senior management that outlined an approach to mitigate credit, legal, regulatory, and other relevant risks. Show less

• Senior Commercial Credit Analyst

  • Aug 2014 - Jun 2015

  While still completing the Commercial Banking Development, I was promoted to Senior Credit Analyst at one-year mark (one of ten classmates that was promoted out of a total of 25) and assumed additional responsibilities in preparation for becoming an Underwriter.

• Commercial Credit Analyst

  • Jul 2013 - Jul 2014

  When I hired on at Capital One, I joined the Commercial Banking Development Program, Capital One's formal credit training program. During the Program, I learned the fundamentals of credit analysis by supporting ten Relationship Managers and seven Underwriters in my home market.