Alternative Investor | Life Long Learner
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Experienced finance and investment professional specializing in alternative investments, private wealth management, and financial analysis. Skills include conducting thorough due diligence, portfolio management, and relationship building. Proven track record of optimizing investment strategies, consulting, fostering connections, and driving data-driven decision-making across industries.
Elevate Ventures, Analyst
Sep 2023 - Present
Conducted due diligence on 50+ companies across industries, delivering recommendations to the investment committee.
Reconciled historical portfolio data (800+ transactions) to enhance portfolio visibility and performance analysis.
Advised portfolio company CEOs and founders on capital structure, financial planning, and strategic initiatives.
Baird Augustine, Consultant
May 2024 - Present
Led outbound fundraising efforts for companies seeking $20M–$100M, engaging investors and identifying capital opportunities.
Performed due diligence and assessed investment opportunities.
Valeo Financial Advisors, Financial Advisor
Aug 2021 - Sep 2023
Managed $500M in assets for high-net-worth clients and institutional investors, providing comprehensive financial oversight.
Conducted due diligence on private equity and real estate investments for LPs and GPs, overseeing clients' alternative asset portfolios.
Advised on tax strategy, cash flow management, debt structuring, alternative investments and estate planning.
REN-ISAC (IU Gerald L. Bekpo Internship Program), Data Analyst (Graduate Intern)
May 2021 - Aug 2021
Performed market research and data analysis to enhance business operations and customer acquisition strategies.
Developed advanced Excel reports and pivot tables to optimize the customer pipeline and drive growth.
Indiana University at Indianapolis, IN
Master of Science • Economics • Jan 2020 - Jan 2022
Gerald L. Bekpo Scholarship Recipient
Research Project: Does Early Exposure to Economic Principles Increase the Likelihood of Success?
Dean's List 2020-2022
Indiana University at Indianapolis, IN
Bachelor of Arts • Economics
Relevant Coursework: microeconomics, macroeconomics, econometrics, money and banking, statistics, and probability.
Minor in Business from Kelly School of Business
