Experience

Optimal Blue

• United States
• Financial Services
• 100 - 200 Employee

• Senior Analyst

  • Sep 2018 - Present

• Analyst

  • Sep 2015 - Sep 2018



Compass Analytics, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Lead Pricing Analyst

  • Jun 2014 - Aug 2015



Valdes & Moreno Investment Bank

• Kansas City, Missouri Area

• Intern

  • Jan 2014 - May 2014

  • Calculated municipal bond portfolio returns consistent with GIPS standards in Excel. • Rigorously studied GIPS standards and made sure return calculations adhered to those standards in order to portray creditability. • Searched and found official GIPS return formulas online which saved time and increased the efficiency and accuracy of back tested return calculations. • Back tested municipal bond returns derived using Excel with a Bloomberg terminal. • Calculated duration and modified duration for municipal bond portfolios using Excel. • Back tested duration calculations derived using Excel with a Bloomberg terminal to ensure accuracy. Show less



Evis Thrive

• United States
• Program Development
• 1 - 100 Employee

• Intern

  • May 2012 - Aug 2012

  Responsible for event organization and maintenance of the Evisthrive entrepreneur ecosystem platform. Selected Accomplishments: • Coordinated the setup of entrepreneur events hosted by the Evisthrive incubator. • Had the unique opportunity to sit in at meetings with entrepreneurs and see where they were having problems aligning their business strategy/ideas with the Evisthrive platform. • Often had the unique opportunity to meet with local Chamber of Commerce members and city officials to discuss the Evisthrive platform and to provide consulting services related to connecting local entrepreneurs and angel investors. • Helped promote Evisthrive via various social networks and periodically wrote press releases to promote entrepreneur events. • Met with local venture capitalists and angel investors from the Kansas City area, discussed a wide range of topics ranging from advertising, financing and eventually implementation strategy with individual angel investors and venture capitalist firms. • Gained real world insight into how venture capitalists and angel investors make investment decisions. Show less



Techstars Startup Weekend

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Participant

  • May 2012 - May 2012

  Responsible for recruiting team members with specialty skills, as well as formulating a business plan which must be presented to entice Startup Weekend participants to join my team. Nomination for team leader required a rough business plan, along with a preliminary pitch to the non-pitching entrepreneurs in order to entice them to join my startup. Selected Accomplishments: • Formulated a business plan that included a financing and marketing strategy, in order to pitch our completed plan to over 500 participants and onlookers as well as local venture capitalists, angel investors and tech industry experts. • Gained insightful exposure to the risk taking entrepreneurial lifestyle alongside some of the best young tech minds of my generation. Most of the tech team members were graduates of ivy-league schools and nearby Stanford. • Able to grow and cultivate my business communication and interpersonal skills by participating in Startup Weekend. Show less



North American Savings Bank

• United States
• Banking
• 200 - 300 Employee

• Construction Clerk

  • May 2008 - Aug 2008

  • Main responsibility was the handling and input of sensitive construction loan data, maintained strict confidentiality standards. • Performed property inspections to confirm completion of work prior to funding draw requests. • Main responsibility was the handling and input of sensitive construction loan data, maintained strict confidentiality standards. • Performed property inspections to confirm completion of work prior to funding draw requests.



North American Savings Bank

• United States
• Banking
• 200 - 300 Employee

• Clerk

  • May 2006 - Aug 2006

  • Main responsibility was the proper filing of confidential customer documents and files, maintained strict confidentiality standards. • Able to quickly and effectively spot errors in construction loan documents and relay that information to my superiors. • Main responsibility was the proper filing of confidential customer documents and files, maintained strict confidentiality standards. • Able to quickly and effectively spot errors in construction loan documents and relay that information to my superiors.