Experience

DCA Partners

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Mergers & Acquisitions

  • Jul 2023 - Present

  Greater Sacramento

• Investment Banking Associate

  • Jan 2022 - Present

  Greater Sacramento

• Senior Investment Banking Analyst

  • Feb 2021 - Jan 2022

  Greater Sacramento



PowerSchool

• United States
• E-Learning Providers
• 700 & Above Employee

• Senior Financial Analyst, Revenue

  • Apr 2019 - Feb 2021

  Folsom - Work collectively with all business departments in order to put together an annual budget for the company and reforecast financial performance on a quarterly basis to level-set expectations with the Board of Directors - Reconcile revenue against budget / forecast and identify financial strengths and weaknesses that allows senior management to run the business more efficiently - Compile frequent presentations to update executive team and board members of company performance - Assist… Show more - Work collectively with all business departments in order to put together an annual budget for the company and reforecast financial performance on a quarterly basis to level-set expectations with the Board of Directors - Reconcile revenue against budget / forecast and identify financial strengths and weaknesses that allows senior management to run the business more efficiently - Compile frequent presentations to update executive team and board members of company performance - Assist other G&A teams with various projects and analysis in order to better improve processes Show less



Pavilion Alternatives Group

• United States
• Investment Management
• 1 - 100 Employee

• Senior Associate (Advisory)

  • Jan 2018 - Apr 2019

  El Dorado Hills - Draft prospective deal memorandums of private equity managers for institutional limited partners investing in the alternative asset class. - Lead and support the qualitative and quantitative due diligence of managers to identify key risks and merits of investment strategy, historical track record, investment team, legal terms, and client alignment - Research industry trends, company-specific operations and performance analysis, and review the competitive landscape to identify key… Show more - Draft prospective deal memorandums of private equity managers for institutional limited partners investing in the alternative asset class. - Lead and support the qualitative and quantitative due diligence of managers to identify key risks and merits of investment strategy, historical track record, investment team, legal terms, and client alignment - Research industry trends, company-specific operations and performance analysis, and review the competitive landscape to identify key differentiators between managers - Source and screen the firm’s forward calendar of top tier managers across different strategies (special situations, buyout, growth equity, real estate, and real assets) and prepare deliverables that inform clients of prospective investments to ensure that their annual allocations are met - Organize and participate in regular pipeline calls with clients to discuss portfolio performance and construction

• Associate (Advisory)

  • Jan 2017 - Jan 2018

  El Dorado Hills

• Analyst (Risk Management)

  • Oct 2013 - Jan 2017

  El Dorado Hills - Oversaw the Risk Management group’s quarterly processing of performance data, including the management of output and quality to ensure deliverables are produced properly and within strict deadlines - Provided and reviewed quantitative and qualitative analysis on over 500 private equity funds, including validation of cash flows and net asset values, portfolio company performance, investment and exit pacing, and valuation analysis - Produced quarter-end portfolio update presentations that… Show more - Oversaw the Risk Management group’s quarterly processing of performance data, including the management of output and quality to ensure deliverables are produced properly and within strict deadlines - Provided and reviewed quantitative and qualitative analysis on over 500 private equity funds, including validation of cash flows and net asset values, portfolio company performance, investment and exit pacing, and valuation analysis - Produced quarter-end portfolio update presentations that provide key performance metrics and allocation statistics for clients’ alternative asset portfolios. Assist in the presentation of the abovementioned portfolio updates to clients - Assisted in the creation and launch of the firm’s initiative to validate various fees and expenses charged by managers in an industry-wide effort to increase reporting transparency. Provide quarterly and annual reports detailing management fees, partnership and organizational expenses, and carried interest for two large public pension plans’ annual CAFRs



Triage Consulting Group

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Senior Associate

  • Sep 2011 - Oct 2013

  San Francisco - Led and collaborated on Comprehensive Payment Review projects for hospitals in California and Missouri. Streamlined workflow to help clients resolve accounts receivable and increase potential client revenue. - Served as a support resource for our client on specialized billing and collection processes; acted as a liaison between Triage and the client to help integrate additional Triage service lines to suit our client partners’ needs. - Presented project findings to key client contacts… Show more - Led and collaborated on Comprehensive Payment Review projects for hospitals in California and Missouri. Streamlined workflow to help clients resolve accounts receivable and increase potential client revenue. - Served as a support resource for our client on specialized billing and collection processes; acted as a liaison between Triage and the client to help integrate additional Triage service lines to suit our client partners’ needs. - Presented project findings to key client contacts (CEOs, CFOs, Directors) on a bi-weekly, bi-monthly, and quarterly basis. Provided analytical support for hospital management on improved contract provisions. Strategized and presented trainings tailored to individual client needs in order to educate client staff and improve their internal processes. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Lead Teller

  • Jan 2009 - Jun 2011

  Grover Beach - Informed customers of their current financial situations and offer products that may benefit their needs - Supervised two to five tellers and ensuring the team handled compliance of audit operations and regulatory issues.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisory Intern

  • Jul 2010 - Sep 2010

  San Francisco Bay Area - Increased advisor's portfolio by working with team's investment manager to maxmize asset growth for client's long and short-term financial goals.



FPI Management

• United States
• Real Estate
• 700 & Above Employee

• Accounting Intern

  • Jul 2009 - Sep 2009

  Folsom - Managed FPI's unclaimed property initiative, which recovered and returned over $25,000 for former residents and helped the company avoid severe state penalties.