Investment Analyst

• Mar 2020 - Present

Manager due diligence related to absolute return strategies - specifically relative value, arbitrage, and quant-focused managers. I also cover public equity strategies within Utah’s $44bn+ pension fund. Manager due diligence related to absolute return strategies - specifically relative value, arbitrage, and quant-focused managers. I also cover public equity strategies within Utah’s $44bn+ pension fund.

President and Lead Equity Analyst

• Apr 2019 - Apr 2020

I gratefully accepted an invitation from the BYU finance faculty to be the president of the 3.5 million dollar student-lead equity portfolio known as Silver Fund, this is part of the larger BYU endowment and has been in existence since 1984. As president, I was responsible for the format and direction of the investment process and delegation of responsibilities and due diligence to 15 MBA students. Our goal is to generate alpha and provide compelling risk-adjusted returns in a long-only large-cap equity portfolio, while simultaneously cultivating an environment that allows the students to obtain as much knowledge and experience in capital markets as possible. I regularly evaluate and contribute to stock pitch presentations, and opine on investment philosophies and market insights. This is a non-paid position. Show less

Finance MBA Student

• Sep 2018 - Apr 2020

Investment Analyst - MBA Intern

• Apr 2019 - Sep 2019

Conducted analysis and performed due diligence on investment managers. Evaluated, monitored, and made recommendations in the context of portfolio objectives, market conditions, the performance of peers, benchmarks, and other considerations. Conducted analysis and performed due diligence on investment managers. Evaluated, monitored, and made recommendations in the context of portfolio objectives, market conditions, the performance of peers, benchmarks, and other considerations.

Sr. Derivative Analyst

• Mar 2017 - Aug 2018

• Managed, fixed, and settled institutional equity derivatives trades. • Oversaw the second largest book of clients on my team, which included average daily settlements of 60 million USD, some days as high as 1.4 billion USD. • Negotiated collection and settlement terms with portfolio managers and back office staff of more than 100 institutional investors from around the world. • Composed sophisticated VBA macros to optimize workflow, mitigate risk, and perform security analysis. • Worked cross functionally with many internal teams to provide outstanding service and results for clients. Show less

Global Trading Specialist

• Apr 2016 - Mar 2017

• Routed live equity orders to exchanges outside the US for all retail and institutional clients.• Was one of only six brokers at Schwab licensed to advise clients on the mechanics and benefits of global equity, currency, futures, and options trading.• Performed in-depth securities research on a Bloomberg terminal to establish 100+ foreign stocks for initial trading.

Derivatives Broker

• Sep 2013 - Feb 2017

• Recognized with an award reserved for the top 1% of performers for acquiring 30 million in new assets.• Cooperated with a specialized team serving high net worth and active trader clients. • Educated 200+ clients and 50+ new brokers on trading strategies related to technical and fundamental analysis.

Owner

• Feb 2010 - Dec 2016

Founded, own and operate all aspects of my own business: “Quality Piano Tuning.” Professionally certified as a technician by the Randy Potter School of Piano Technology. Founded, own and operate all aspects of my own business: “Quality Piano Tuning.” Professionally certified as a technician by the Randy Potter School of Piano Technology.

Lead Climbing/Canyoneering Guide

• Apr 2013 - Sep 2013

Trained guides in proper rock climbing and canyoneering techniques. Lead groups of about 10 people through canyons and on climbing trips. Achieved a perfect safety record while managing thousands of rappels and climbs. Trained guides in proper rock climbing and canyoneering techniques. Lead groups of about 10 people through canyons and on climbing trips. Achieved a perfect safety record while managing thousands of rappels and climbs.

Financial Analyst

• Aug 2010 - Dec 2012

Wrote sophisticated Excel Macros to format thousands of journal entries and screen for discrepancies. Collaborated with company controller to solve complex problems. Provided feedback and guidance as part of a web site development team. Performed website QA tests and developed software resolutions. Leveraged SQL to analyze customers order history to optimize which clients should receive specific marketing material. Responsible for reconciling AR discrepancies, and posting transactions to the general ledger. In addition I was on a team responsible for quality assurance testing of the online retail web site, and internal order systems. Show less