Experience

Strive Asset Management

• Senior Vice President, Head of Operations

  • Apr 2023 - Present

  Columbus, Ohio, United States

• Director, Strategic Finance

  • Jan 2023 - Apr 2023

  Greater Columbus Area

• Senior Associate, Strategy and Operations

  • May 2022 - Jan 2023

  Columbus, Ohio, United States



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant

  • Jan 2021 - May 2022

  Chicago, Illinois, United States



EY

• Entertainment Providers
• 1 - 100 Employee

• Senior Consultant

  • Oct 2017 - Jan 2021

  Cincinnati, Ohio Worked with a regional bank to prepare for upcoming FDIC Part 370 compliance date by performing a current state assessment of its technology infrastructure and operations to identify gaps that would inhibit the bank’s ability to provide customer and account level detail to the FDIC. Supported a regional bank with identifying account types that qualify for pass through coverage for compliance with FDIC Part 370 by reviewing and documenting advisory opinions, and drafting executive-level… Show more Worked with a regional bank to prepare for upcoming FDIC Part 370 compliance date by performing a current state assessment of its technology infrastructure and operations to identify gaps that would inhibit the bank’s ability to provide customer and account level detail to the FDIC. Supported a regional bank with identifying account types that qualify for pass through coverage for compliance with FDIC Part 370 by reviewing and documenting advisory opinions, and drafting executive-level summary slides on related topics.

• Staff Consultant

  • Sep 2015 - Oct 2017

  Cincinnati, Ohio Acted in a project management capacity to support a mid-sized regional life insurer with the initial implementation of a Target Operating Model for their operations department. Specific focus on implementing lean management techniques, introducing standard operating procedures, assisting with design of an on boarding program, and redesigning the reporting process. Supported Recovery and Resolution Planning (living will) submission to the FDIC for a GSIB bank as a member of the strategy… Show more Acted in a project management capacity to support a mid-sized regional life insurer with the initial implementation of a Target Operating Model for their operations department. Specific focus on implementing lean management techniques, introducing standard operating procedures, assisting with design of an on boarding program, and redesigning the reporting process. Supported Recovery and Resolution Planning (living will) submission to the FDIC for a GSIB bank as a member of the strategy workstream by helping to document the scenario assumptions and preparing playbooks outlining the Strategic Actions and Regional Portfolio Sales to be executed by the FDIC in the event of bankruptcy. Supported a Finance Transformation for a regional, mid-sized life and annuities company by assisting with an ERP software selection, documenting current data flows and required data attributes to implement a new Enterprise Data Warehouse and facilitating coordination of multiple projects through overall project management.

• FSO BAP Intern

  • Jun 2014 - Aug 2014

  Columbus, Ohio Area Performed a current state assessment of accounts payable, accounts receivable and fixed assets of an insurance company. Evaluated general ledger and procurement systems for possible implementation to improve security and efficiency. Analyzed and sorted journal entry data to identify spikes in manual journal entries and those most affected by the increase.



MCF Advisors

• Business Consulting and Services

• Financial Model Intern

  • Jun 2013 - Aug 2013

  Covington, Kentucky Independently created a dynamic Excel model to automatically access both current and historical values of positions held. Created an analysis model for all equity positions across sectors with the ability to sort by preferred criteria. Assisted with the firm’s transition to use Bloomberg as a tool for security analysis.