Experience

Valesco Industries, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Senior Associate

  • Dec 2022 - Present

• Associate

  • Mar 2022 - Dec 2022

• Analyst

  • Sep 2020 - Mar 2022

  Dallas, Texas, United States



Deloitte Corporate Finance

• Financial Services
• 1 - 100 Employee

• Investment Banking Analyst

  • 2019 - Sep 2020

  Dallas



William C. Conner Foundation Educational Investment Fund

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Aug 2018 - May 2019

  Fort Worth, One of 18 students selected to manage a student lead investment fund of ~$1.5MM



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Investment Management Summer Analyst

  • Jun 2018 - Aug 2018

  Greater New York City Area



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst Intern

  • May 2017 - Aug 2017

  Lone Tree, Colorado I worked with the management team in implementing new company initiatives designed to shift the company’s primary revenue stream from trade commissions and trading spreads to wealth management. In addition, I generated and analyzed performance models used to determine resource allocation among branches.



Mountain Cove Capital Management

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Mar 2017 - May 2017

  Fort Worth, TX I worked with the portfolio manager to generate financial models of individual securities and the fund's historical performance. In addition, I researched and analyzed individual stocks to create investment proposals. I also made presentations used by the portfolio manager when presenting to current and potential clients.

• Wealth Management Intern

  • May 2015 - Aug 2016

  Lone Tree