Experience

American Discovery Capital

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Jun 2021 - Present

  American Discovery Capital is an independent merchant bank that provides M&A advisory services and makes principal investments in leading middle-market and family-owned companies in select high-growth sectors. American Discovery Capital is an independent merchant bank that provides M&A advisory services and makes principal investments in leading middle-market and family-owned companies in select high-growth sectors.



Weaver

• United States
• Accounting
• 700 & Above Employee

• Senior Associate I - Valuation Services

  • May 2019 - Jun 2021

  ■ Performed valuation analyses of companies in various industries utilizing income-based, market-based, and asset-based approaches to determine accurate and reliable measurements of fair value and fair market value ■ Assisted clients with valuation-based projects that encompass areas including goodwill impairment testing, trade name impairment testing, purchase price allocations, and estate and tax planning ■ Drafted financial modeling templates to forecast a given company's financial performance several periods into the future with consideration given for the client's risk profile ■ Supported the firm's assurance department by thoroughly reviewing and evaluating third-party valuations of clients' fair value Show less



PennyMac Loan Services, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • Jul 2017 - May 2019

  ■ Drafted earnings presentations and press releases detailing the company’s quarterly financial results and growth strategies that were distributed to investors, potential investors, sell-side analysts, and the financial public at large ■ Administered the Company’s share repurchase program and prepared daily analyses on share price and book value impact that were subsequently sent to senior management ■ Coordinated on-site visits with and created presentations for the major rating agencies, including S&P, Moody’s, and Fitch, that have resulted in the company achieving investment grade ratings on structured finance issuances ■ Constructed competitor analyses of earnings trends and report the key findings to senior management quarterly Show less



PennyMac Financial Services, Inc.

• Executive Intern, Investor Relations

  • May 2016 - Aug 2016

  ■ Aggregated and analyzed financial metrics to develop the company's second quarter 2016 earnings presentation, press release, and transcript ■ Drafted presentations detailing key industry-wide and firm-specific trends and forecasts intended for use by both internal and external parties ■ Conducted extensive competitor analyses, the results of which were presented to PennyMac's executive management team ■ Organized and managed due diligence calls and meetings to secure ongoing business operations with large U.S. money center banks Show less



Four Roses Investments

• Financial Security Analyst

  • May 2014 - Aug 2014

  ■ Prepared daily and weekly updates of portfolio of twenty-five large capitalization publicly-traded stocks and updated an acquisition watch list ■ Drafted summaries of research reports by Credit Suisse, Reuters, S&P, Schwab and tracked news and changes in target prices from firms covering the stocks ■ Gathered financial data for portfolio companies by delineating key ratios and metrics through historical trends ■ Sensitized the results controlling for variations in estimates and future PE ratios Show less



Theodore H. Rosenquist, Certified Public Accountant Firm

• Tax Return Analyst

  • Mar 2014 - Apr 2014

  ■ Prepared and reviewed federal and state tax returns, extensions and tax projection calculations ■ Organized client data to adhere to reporting rules for Net Investment Income Tax, security transactions reporting, Limited Liability Company and Limited Partnerships K-1 regulations ■ Drafted tax memorandums to summarize changing state tax laws for the firm’s clients with multi-state operations ■ Prepared and reviewed federal and state tax returns, extensions and tax projection calculations ■ Organized client data to adhere to reporting rules for Net Investment Income Tax, security transactions reporting, Limited Liability Company and Limited Partnerships K-1 regulations ■ Drafted tax memorandums to summarize changing state tax laws for the firm’s clients with multi-state operations