Experience

Highland Associates

• United States
• Investment Management
• 1 - 100 Employee

• Research Analyst

  • Nov 2022 - Present



Culverhouse Investment Management Group

• Tuscaloosa, Alabama Area

• Analyst

  • Sep 2017 - May 2019

  Analyst for the student-run investment group that manages over $500,000 by utilizing a value investing approach Created company profile’s and DCF models through detailed research to perform stock pitches for investment opportunities in the Industrials, Transportion, and Energy sectors Updated DCF models for current investments to monitor the performance of the portfolio Pitched Hawaiian Holdings (NASDAQ: HA): Investment thesis concentrated on the idea of market overreaction to the threat of Southwest. Group purchase at $36/ share in February of 2018 with a price target of $49/ share.



Foundation Resource Management, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Summer Equity Research Analyst

  • Jun 2018 - Aug 2018

  Prepared and presented financial analysis to consider potential equity investments for a value-oriented investment manager with $1.4 bn of assets under management across publicly traded stocks and bonds Shadowed all eleven employees across portfolio management and operations, gaining experience with Bloomberg and Advent’s Axys accounting system Assisted head trader with execution of a new equity position across~300 separately managed accounts and wrote one-pager summarizing the new position for the firm’s clients Led and presented retrospective analysis on the firm’s portfolio positions within the energy sector



Country Club Of Birmingham

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Greenskeeper

  • May 2013 - May 2018

  Worked full-time during summers and part-time during the school year on the 7,200-yard golf course Maintained five types of grass including chemical treatments, watering and mowing to specific heights Executed various off-season projects including digging of 300-yard drainage system and stone retaining walls along course lakes Worked with USGA representatives under high stress conditions and tight deadlines during professional tournaments to ensure course met rigorous tournament standards set by the USGA regarding grass height requirements, tee box lengths and pin locations



American Financial Management

• Birmingham, Alabama Area

• Accountant Assistant

  • Jan 2014 - May 2014

  Administered monthly payroll, bank statements, and tax data entry with keen attention to detail for the accounting firm’s clients by using Sage 50 Accounting software Participated in client meetings to assist with managing accounts while maintaining client confidentiality Administered monthly payroll, bank statements, and tax data entry with keen attention to detail for the accounting firm’s clients by using Sage 50 Accounting software Participated in client meetings to assist with managing accounts while maintaining client confidentiality