Experience

Cobalt, a FactSet Company

• United States
• Financial Services
• 1 - 100 Employee

• Implementation

  • Sep 2022 - Present

  Cobalt offers a next-generation portfolio monitoring platform that enables private capital firms to efficiently collect, analyze, and report on fund and portfolio company performance metrics and KPIs. Cobalt offers a next-generation portfolio monitoring platform that enables private capital firms to efficiently collect, analyze, and report on fund and portfolio company performance metrics and KPIs.



Cherry Creek Family Offices

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • May 2021 - Sep 2022

  CCFO is a multi-family office based in Denver that manages ~$1.2b across a select group of ultra-high net worth clientele. The investment team is particularly active in evaluating and allocating to private alternative investments such as private equity, real estate, venture capital, and private credit. www.CCFO.com CCFO is a multi-family office based in Denver that manages ~$1.2b across a select group of ultra-high net worth clientele. The investment team is particularly active in evaluating and allocating to private alternative investments such as private equity, real estate, venture capital, and private credit. www.CCFO.com



Saoradh Enterprise Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• VC Business Analyst Intern

  • Sep 2020 - May 2021

  "We invest in and build companies in clean energy, new mobility, advanced material and biomaterial markets. Our team uniquely partners with entrepreneurs and innovators to commercialize valuable technologies." www.saoradh.com "We invest in and build companies in clean energy, new mobility, advanced material and biomaterial markets. Our team uniquely partners with entrepreneurs and innovators to commercialize valuable technologies." www.saoradh.com


Wambolt & Associates
• United States
• Financial Services
• 1 - 100 Employee
• Wealth Management Intern

  • May 2020 - Aug 2020

Unreal Events LLC
• United States
• Entertainment
• 1 - 100 Employee
• Technical Lead

  • Oct 2017 - Feb 2020