Experience

Brazos Residential

• United States
• Investment Management
• 1 - 100 Employee

• Director of Investor Relations

  • May 2022 - Present

  Dallas, Texas, United States



MCR Hotels

• United States
• Real Estate
• 200 - 300 Employee

• Director of Investor Relations

  • Dec 2021 - May 2022

  Dallas-Fort Worth Metroplex Oversaw the migration and implementation of Juniper Square, an industry-leading investor relations/fund administration software, to ensure effective relationship management and efficient and accurate communication regarding distributions, capital calls, and fund updates to current investors. Served as the principal point of contact for the current investor base, which includes some of the country’s largest endowment and pension funds. Collaborated with Portfolio Management and… Show more Oversaw the migration and implementation of Juniper Square, an industry-leading investor relations/fund administration software, to ensure effective relationship management and efficient and accurate communication regarding distributions, capital calls, and fund updates to current investors. Served as the principal point of contact for the current investor base, which includes some of the country’s largest endowment and pension funds. Collaborated with Portfolio Management and Investor Reporting departments to ensure clear and concise communication of fund performance across the company’s $4B portfolio. Updated and managed the creation and disbursement of quarterly investment statement summaries to every investor. Conducted market and industry peer surveillance to keep the executive team abreast of pertinent information and developments. Show less



Vine Energy Inc.

• United States
• Oil and Gas
• 1 - 100 Employee

• Investor Relations

  • May 2021 - Nov 2021

  Plano, Texas, United States ** Short tenure due to acquisition of VEI by Chesapeake Energy in November 2021. ** Assisted in the development of key talking points with buy-side and sell-side analysts and institutional investors to deliver accurate and consistent messaging post-IPO, including the creation of press releases, investor presentations, and earnings call scripts. Supported the execution of the shareholder targeting program to reduce the composite turnover ratio. Monitored weekly shareholder… Show more ** Short tenure due to acquisition of VEI by Chesapeake Energy in November 2021. ** Assisted in the development of key talking points with buy-side and sell-side analysts and institutional investors to deliver accurate and consistent messaging post-IPO, including the creation of press releases, investor presentations, and earnings call scripts. Supported the execution of the shareholder targeting program to reduce the composite turnover ratio. Monitored weekly shareholder position, as well as peer activity, and advised the executive management of any material developments. Key Accomplishments: 1) Developed a weekly model to monitor the performance of the company’s bond offerings and monitored capital markets to identify the performance of peer bond offerings. 2) Created a model to monitor the firm’s stock performance against a composite of industry peers and commodity prices. 3) Utilized market intelligence program to automate data feed for quarterly earnings release and investor presentation. 4) Managed the design and content of Vine’s inaugural annual report. Show less



Resource Royalty

• United States
• Financial Services
• 1 - 100 Employee

• Director of Investor Relations & Marketing

  • Aug 2019 - May 2021

  Dallas, Texas, United States Spearheaded overhaul of the firm’s investor relations department to ensure clear and concise communication to over 550 HNW investors, as well as new and potential investors. Oversaw & managed the creation of offering & legal documents, including PPMs, subscription agreements, etc. Designed the firm's multi-channel marketing strategy to optimize brand development using FINRA-compliant marketing assets to concisely translate complex energy & real estate investment… Show more Spearheaded overhaul of the firm’s investor relations department to ensure clear and concise communication to over 550 HNW investors, as well as new and potential investors. Oversaw & managed the creation of offering & legal documents, including PPMs, subscription agreements, etc. Designed the firm's multi-channel marketing strategy to optimize brand development using FINRA-compliant marketing assets to concisely translate complex energy & real estate investment strategies. Created and facilitated the disbursement of quarterly investment dividends and performance summaries to investors and investment advisor partners. Oversaw offering due diligence process with broker-dealer due diligence departments and third-party due diligence firms. Collaborated with Broker-Dealer investment committees to gain a fair and accurate analysis of our investment offerings via the completion of due diligence questionnaires. Devised, implemented, and actively managed an online investor portal that contained individual offering documents, portfolio performance & activity updates, and legal documents.

• Vice President of Capital Markets

  • Jan 2018 - Aug 2019

  Dallas/Fort Worth Area Grew and cultivated relationships with independent investment advisors and HNW investors across the southeast region to secure private investments for mineral rights/royalty, 1031 exchange eligible funds. Successfully raised $25 million in private investment, increasing the firm’s AUM by 20% in less than 24 months. Prepared and delivered private investor presentations/seminars across the southeast territory to high-net-worth investors, financial advisors, and alternative… Show more Grew and cultivated relationships with independent investment advisors and HNW investors across the southeast region to secure private investments for mineral rights/royalty, 1031 exchange eligible funds. Successfully raised $25 million in private investment, increasing the firm’s AUM by 20% in less than 24 months. Prepared and delivered private investor presentations/seminars across the southeast territory to high-net-worth investors, financial advisors, and alternative investment professionals.

• Associate Vice President of Capital Markets

  • May 2015 - Jan 2018

  Dallas, TX Collaborated with an external partner to execute capital raising initiatives, resulting in $42M in capital raised, increasing the firm's assets under management by 64%. Implemented and managed the firm’s CRM system (SalesForce) to optimize communication with Advisor Partners.

• Sales Coordinator

  • Jul 2014 - Apr 2015

  Dallas/Fort Worth Area Supported the Capital Markets, Investor Relations, Accounting, and Acquisition Departments with various functions.



PFS

• United States
• Transportation, Logistics, Supply Chain and Storage
• 700 & Above Employee

• Program Analyst

  • Dec 2013 - Jul 2014

  Allen, Texas Managed and maintained client relationships while acting as a liaison between the client and internal departments of PFSweb. Clients included ASICS, Burt's Bees, and P&G.



Fugro

• Civil Engineering
• 700 & Above Employee

• Intern

  • May 2012 - Jul 2012