Resume

CAREER   PROFILE                

MBA   Finance candidate with experience in early-stage investment, digital ecosystems, financial   analysis, and underwriting procedures on a fixed-income trading floor.   Managed documentation for the sale and distribution of municipal bonds.   Skilled in evaluation of financial reports, industry data, and economic   conditions in a high-pressure team oriented environment. Extensive background   in excel modeling, market research, and financial statement review. Strong   work ethic with deep passion for capital markets.

                       

EDUCATION

               

BAYLOR UNIVERSITY, Hankamer   School of Business - Waco,   Texas

           

Master of Business Administration, Full - Time Program

 

·       GPA 3.90/4.00

 

·         MBA Case Competition Team –   2013 Big 12 Champions, Best Q&A University   of Illinois  

         

UNIVERSITY   OF NORTH TEXAS, College of Business   - Denton, Texas

           

Bachelor of Business Administration

 

·       Senior Adviser in Portfolio Management Committee

 

·       Member of Student Investment Group and Real Estate Club

                       

EXPERIENCE                                                     

               

Kinsman Ventures – Plano,   Texas                                                                                                    

 

 Private Equity Firm

 

·       Constructed multi-stage   restructuring model for $9MM loan

 

·         Researched acquisition targets for potential equity or debt   investment

 

·       Implemented social media strategies resulting in +30% increase   in traffic

   

G-51 Capital Management – Austin,   Texas                                                                                                    

 

 Venture Capital Firm

 

·       Analyzed over 30 early-stage   technology firms and their market strategies

 

·         Developed valuation models and financial forecasts for   new venture opportunities

 

·         Reviewed  potential investments for portfolio   companies within range of $100 to 250K

   

Baylor Focus Firm Project – Waco,   Texas

 

 The Coca-Cola Company

 

·       Created opportunity map for $1B+   product line

 

·         Studied consumer behavior and emerging market development

 

·       Presented financial analysis and   business plan to panel of Coca-Cola executives

   

Southwest Securities - Dallas,   Texas

 Securities Clearing, Retail Brokerage,   Institutional Brokerage and Banking

       

·       Series 7 & 63 securities licenses acquired within 6 months   of hire

 

·         Researched US Treasury rates,   municipal-market yields, issuers and debt history

 

·         Managed municipal   book-running for bond issuances ranging from $1MM-$30MM

 

·         Supervised filing Issuer   information in accordance with FINRA deadlines and regulations

 

·         Evaluated credit analysis   from Moody’s, S&P, and Fitch for disbursement to fixed income department

 

·         Performed multiple transactions involving   buying and selling of municipal bonds for syndicate inventory

         

Community   Involvement

               

·       Prison Entrepreneurship Program, Defy Ventures, American Heart   Association, and United Way

     
 

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