Associate

• Sep 2023 - Present

Senior Analyst

• Mar 2023 - Aug 2023

Co-Founder

• Mar 2020 - Feb 2023

Co-founded and ran an independent automotive dealership and service center. Grew annual revenue to $10M, hired and managed over 20 employees. Co-founded and ran an independent automotive dealership and service center. Grew annual revenue to $10M, hired and managed over 20 employees.

Portfolio Management Analyst

• Jun 2018 - Dec 2019

Supported PMs deploying capital across multiple fixed income investment strategies as a member of the Total Return Portfolio Management team. Coordinated short-term investment execution with traders, built and automated risk monitoring models and assisted in LP outreach. Supported PMs deploying capital across multiple fixed income investment strategies as a member of the Total Return Portfolio Management team. Coordinated short-term investment execution with traders, built and automated risk monitoring models and assisted in LP outreach.

Business Development Intern

• Aug 2017 - May 2018

Asked to stay on after the Summer Analyst program to help the National Director of Business Development build out a comprehensive hiring strategy. Focused on new market entry and existing FTE footprint optimization given budget and ROI targets.

Corporate Banking Intern

• May 2017 - Aug 2017

Interned as part of the Corporate Banking Summer Analyst program. Focused on high level organizational strategy under the bank's CAO. Led a team to win the national summer case competition.

Venture Capital Directed Study

• Jan 2017 - Apr 2017

Participated in a Venture Capital externship program. Conducted research and analysis on a Marine Autonomy startup and presented an investment thesis and recommendation. The firm ultimately invested in the company. Participated in a Venture Capital externship program. Conducted research and analysis on a Marine Autonomy startup and presented an investment thesis and recommendation. The firm ultimately invested in the company.

Wealth Management Intern

• May 2016 - Nov 2016

Interned and helped facilitate tax returns, alternative investment administration and banking relationship management for high net worth individuals. Interned and helped facilitate tax returns, alternative investment administration and banking relationship management for high net worth individuals.