Teddy M.

Private Equity Associate at Sower Capital Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Omaha, Nebraska, United States, US

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Credentials

  • Bloomberg Market Concepts
    Bloomberg LP
    Jun, 2019
    - Nov, 2024
  • Series 63
    NASAA
    Sep, 2020
    - Nov, 2024
  • Series 7
    FINRA
    Sep, 2020
    - Nov, 2024

Experience

  • Sower Investment Partners
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Private Equity Associate
      • Jan 2023 - Present

      Underwriting, capital allocation, and investor relations. Underwriting, capital allocation, and investor relations.

  • Rush ReCommerce
    • United States
    • Retail
    • 1 - 100 Employee
    • Financial Analyst
      • Feb 2021 - Nov 2022

      -Built financial model for institutional capital raise. -Built forecasting model for expansion projects. -Setup and maintained dataroom used for capital raise -Ran support for capital markets and institutional investors meetings or requests. -Lead weekly FP&A procedures and reporting for a multi-location ecommerce supply chain. -Worked consistently with executive leadership to perform ad hoc analysis and reporting. -Built financial model for institutional capital raise. -Built forecasting model for expansion projects. -Setup and maintained dataroom used for capital raise -Ran support for capital markets and institutional investors meetings or requests. -Lead weekly FP&A procedures and reporting for a multi-location ecommerce supply chain. -Worked consistently with executive leadership to perform ad hoc analysis and reporting.

  • TD Ameritrade
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Services Representative
      • Nov 2020 - Feb 2021

    • Financial Services Trainee
      • Jun 2020 - Nov 2020

  • Union Bank & Trust
    • United States
    • Financial Services
    • 500 - 600 Employee
    • Banking Intern
      • Jun 2019 - Oct 2019

      • Use interpersonal skills to help clients conduct day to day transactions. • Refer customers to different financial instruments depending on their needs. • Use interpersonal skills to help clients conduct day to day transactions. • Refer customers to different financial instruments depending on their needs.

  • White Lotus Group
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Investment Intern
      • May 2017 - Aug 2017

      • Supported Arun Agarwal, CEO, with day to day tasks using business analytical and financial modeling skills to assess capital ventures. • Transported documents (financials, building plans..etc.) to and from clients, • Took notes and prepared Excel spreadsheets at meetings using business skills to record only the most important information. • Convened in bimonthly meetings with the Omaha Chamber of Commerce and the Nebraska Board of Economic development where I learned valuable skills in business negotiations. Show less

Education

  • University of Nebraska-Lincoln
    Bachelor of Science in Business Administration, Finance, General
    2016 - 2020
  • Westside High School
    2012 - 2016

Community

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