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Work Background
The Beneficient Company Group, L.P.Associate, Investment Underwriting
Nov. 2019 - Oct. 2021Dallas/Fort Worth Area
BVA GroupFinancial Analyst
Jun. 2018 - Nov. 2019Dallas/Fort Worth Area
Greenhill & Co.Investment Banking Analyst
Jun. 2016 - Mar. 2018Dallas, TX
HSBCSummer Analyst - Debt Finance Origination
Jun. 2015 - Aug. 2015New York, New York• Facilitated origination, structuring, and syndication of corporate credit facilities for corporate refinancing, M&A financing, etc. • Performed transaction, debt capacity, ratings, comparables, and capital structure analysis to optimize financing strategies for clients
• Researched and reported on trends in loan markets, maintaining the team’s extensive database on loan and debt financing activity
Duke Housing, Dining, and Residence Life Finance DepartmentStudent Assistant
Oct. 2014 - Apr. 2016Durham NCOrganize cash flow statements and invoices for Duke University housing, dining, and residence life department.
Assist the finance office with other relevant administrative needs
Kumon North America, Inc.Tutor & Administrative Assistant
Mar. 2012 - Aug. 2013Foxfield, COExplained math concepts to elementary students and assisted students in completing worksheets.
Entered data, emailed students’ parents about their student’s progress, and tended to other administrative needs (filing, etc.).
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