Finance and Operations professions
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Master's level finance and operations professional with investment banking and strategic advisory experience highlighted by notable analytical, communication, and project management skills. Demonstrated ability to analyze complex transactions, discern relevant business trends and deliver concise recommendations. A highly motivated team player with well-developed interpersonal skills and professional composure.
Analyst at NAPLES TECHNOLOGY VENTURES (2021-01 – 2022-12)
A highly active investment role, worked closely with established investment professionals sourcing, evaluating, investing and supporting portfolio companies. Focused on investing in late Seed / Early Series A - B2B Technology companies based in the US.
Vice President / Analyst at FBR CAPITAL MARKETS (2001-01 – 2006-12)
Primary analyst covering specialty retail sector focused on home furnishing companies in Consumer Research group.
Associate, Investment Banking at FBR CAPITAL MARKETS (2001-01 – 2006-12)
Equity Research Associate at FBR CAPITAL MARKETS (2001-01 – 2006-12)
Analyst at INPUT, Inc (2000-01 – 2001-12)
Conducted market studies for internet-based research firm focused on government and commercial technology companies including proprietary research reports, industry forecasts and strategic analysis studies.
Research Associate at T. ROWE PRICE GROUP (1997-01 – 2000-12)
Assisted in research coverage of Consumer sector including department stores, big box retailers, education and death care companies; prepared company and quarterly investment opinion updates for internal distribution; maintained detailed spreadsheets on sector activity including same-store sales and weekly death statistics.
Performance Analyst at VAN ECK GLOBAL (1997-01 – 1997-12)
Managed and coordinated delivery of investment performance measurement support and resolution of performance questions and issues. Managed calculation and analysis of complex reporting situations using previous industry experience and performance reporting query tools. Coordinated and lead complex resolutions of issues or questions with internal operational support teams, performance vendors, advisors, and management as appropriate.
Analyzes performance, style, and risk measures for investment portfolios.
Investment Product Analyst at INVESTAMATIC (1995-01 – 1996-12)
Based in Singapore, responsible for market data services product development; executed sales strategy to new institutional clients in Southeast Asia, Australia and New York. Developed important institutional relationships resulting in double digit sales increases in Singapore, Malaysian and Indonesian markets.
Database Statistician at DOW JONES (1992-01 – 1995-12)
Original member of development team for the Dow Jones World Stock Index series; screened international equity markets based on fundamental and quantitative criteria; compiled data for statistical analysis, database indexing and electronic distribution.
Head Cashier at LOWE'S COMPANIES, INC (2022-01 – 2023-12)
Responsible for providing excellent customer service during the checkout process to ensure customer satisfaction and recurring business. Provided supervision, coaching, and support to the Customer Service Associate - Front End Team. Assisted with store front-end opening and closing processes.
Customer Service Associate at WAWA INC (2020-01 – 2021-12)
Support store management team to facilitate and perform a variety of tasks including customer service, food and beverage preparation, cash register duties, and other related functions. Demonstrate effective communication skills and ability to collect, consolidate, organize, and prioritize store needs.
Manager at ELITE FITNESS (2012-01 – 2015-12)
Responsible for general management of new club location including payroll, employee scheduling, maintaining personal training program and complying with safety and loss prevention procedures.
Master of Arts in Applied Economics – JOHNS HOPKINS UNIVERSITY
Bachelor of Business Administration in Finance – LOYOLA UNIVERSITY IN MARYLAND
Junior Year Abroad Program in Loyola At Leuven – KATHOLIEKE UNIVERSITEIT LEUVEN