Talented Portfolio Manager bringing 7+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.
Overview
10
10
years of professional experience
Work History
Managing Partner
Uncommon Capital
01.2023 - Current
Building and implementing multi-variable FP&A tools and dashboards for SMBs to drive vital decisions across multiple business verticals
Senior Private Equity Analyst
Noble Capital
01.2022 - 01.2023
Underwriting and pricing equity and debt investment opportunities for clients
Senior Analyst
The Ronin Society
05.2021 - 12.2021
Building and designing multi-variable financial models to understand investment strengths and weaknesses
Analytics Contractor
Aesthetic Medical Educators Training
08.2020 - 04.2021
Structuring, sanitizing, and mining raw data for the nation's largest aesthetic training company
Portfolio Analyst
Ovation Partners
03.2017 - 07.2020
Evaluated user data to make process enhancement recommendations
Software Analyst
National Credit Union Administration
05.2016 - 03.2017
Created risk mitigation strategies for liquidated assets
CEO
Xairos Corporation
12.2014 - 03.2017
Manager of Business Intelligence
BalanceCXI
07.2015 - 04.2016
Created and implemented streamlined processes and reports to give leverage to user development managers for an international telecommunications company