An adept MBA professional with rooted experience in the finance, real estate, and energy investment sector, I bring a proven track record in operations management and investment analysis.
I am excited about the future of renewable and the energy transition we are seeing across the country and feel that the market is full of potential opportunities for investment.
- Managed day-to-day operations of overseeing fund's equities transactions, tax lots, risk metrics, general accounting, and overall portfolio metrics.
- Supervised third-party service providers, including Cowen, Goldman Sachs, and Opus Fund Services.
- Reduced operating costs of fund's management by 40% by cutting unnecessary services and costs.
- Point of contact for all services for investors and potential investors including transaction, quarterly letters.
- Brought in over $1.3mm (AUM: ~50mm) in through an outside capital raise over a 2 year period.
- Produce quarterly and annual shareholder reports.
- Small private energy investment group - oversaw 50+ mineral rights, working interest, royalties from oil and gas in Colorado, Oklahoma, and Texas.
- Experience with modeling wind turbine energy leases investments for New Mexico, Texas, and New York.
- Evaluated New Mexico solar market for potential development of a solar farm.
2023 - 04 NABCEP Certified - PV Associate
2023 - 10 Mazars - Best Practices Finance Modeling
2024 - 02 Mazars - Financial Modeling for Renewable Energy Projects