Experience

Bluespring Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Jul 2022 - Present



Citi

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Aug 2020 - Jul 2022



William C. Conner Foundation Educational Investment Fund

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Aug 2019 - May 2020

  - One of twenty undergraduate and MBA students selected by administration and faculty to manage a $1.5 million long-only investment portfolio - Prepare equity research reports and pitch buy/hold/sell recommendations for current portfolio holdings and potential investments based on extensive independent research, due diligence, fundamental analysis, and financial modeling - One of twenty undergraduate and MBA students selected by administration and faculty to manage a $1.5 million long-only investment portfolio - Prepare equity research reports and pitch buy/hold/sell recommendations for current portfolio holdings and potential investments based on extensive independent research, due diligence, fundamental analysis, and financial modeling



Texas Christian University

• United States
• Higher Education
• 700 & Above Employee

• Neeley Fellows Honors Program

  • Aug 2017 - May 2020

  - Chosen at the end of freshman year to participate in a highly selective business honors program based on excellent GPA, SAT, leadership, community involvement and communication skills- Program aims to educate and develop individuals of exceptional potential through rigorous academic and enhanced co-curricular opportunities as well as develop enriched business skills through individualized professional development

• SGA Frog Aides Program Director

  • Aug 2017 - May 2019

  - Program is a highly selective freshman leadership development program- Mentor first-year students, lead small group projects that students implement on campus, and prepare presentations about leadership topics- Lead and mentor the Executive Team members to develop the program and cultivate relationships with first-year students- Serve on TCU’s Student Body Cabinet and contribute to school-wide decisions and work with other student-elected officials

• Phi Mu Academic Excellence Chair

  • Jan 2018 - Dec 2018

  - Lead a program promoting high scholarship and advanced professional development - Oversees a committee of twenty chapter members- Creates networking events and connects alumni to current chapter members



Citi

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2019 - Aug 2019



Kimbell Art Foundation

• Dallas/Fort Worth Area

• Investments Intern

  • Mar 2018 - Dec 2018

  - Foundation is the investments arm of the Kimbell Art Museum, with a $385 million investments portfolio - Update a workbook quarterly and compile data from multiple sources to report on and analyze the performance of the Foundation’s capital investments over time - Outputted an interactive dashboard system in Microsoft Power BI to display the performance of oil and gas investments - Transformed data from reports into visualizations displaying the Foundation’s investments in Private Equity firms and funds Show less



Vibe HCM

• United States
• Software Development
• 1 - 100 Employee

• Data Analyst Intern

  • May 2017 - Aug 2017

  - Compiled data of over 500 clients on Sales Force to support a company merger - Created job aids for Sales Reps regarding the use of company-specific Sales Force tasks - Analyzed actual billing rates of Vibe HCM products compared to the rates listed in the contracts to ensure accurate billing and maximization of revenue - Organized client interfaces in Sales Force to streamline the billing process for clients that resulted in unnoticed invoices being brought to the attention of management Show less