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Work Background
Intel CorporationProduct Line Analyst and Affordability Lead
May. 2022 - Nov. 2024Santa Clara, California, United States
Upwelling Capital GroupDirector
Feb. 2019 - Jan. 2022Davis,CAUpwelling is a boutique investment bank that assists institutional investors as large as $150B AUM with investment underwriting, deal sourcing, capital raising, market research, & secondary transaction services
- $115+ million in total of new capital raised or client assets sold for transactions I led - Led efforts to create Upwelling managed funds, conducting market research, competitive positioning, strategy creation, creating marketing materials, & identifying potential LPs
- Performed manager & operational due diligence, created underwriting models, & wrote investment memorandums used to raise nearly $70 million for Upwelling’s first secondary fund - Led a complex $750 million continuation vehicle transaction, raising $60 million from new investors - Conducted company & industry research on portfolio companies which provided client with valuable insights on comparable companies & short-term anticipated valuation changes, leading client to negotiate a better sale price
- Designed & wrote two proprietary research reports on tail-end funds featured in Secondaries Magazine & referenced on Adam Street Partners website, getting 10,000+ views, leading to increased brand awareness, in-bound contacts, client referrals, & millions of dollars in new business opportunities
- Implemented changes to internal operations & Salesforce to improve data retention, process management, client communication, marketing, & deal tracking, which improved client response times & team efficiency
Upwelling Capital GroupSenior Associate
Feb. 2017 - Feb. 2019Davis, California, United States- Wrote report analyzing valuations of public vehicles holding private assets for $5 billion venture firm, which client used to pursue a permanent capital vehicle listed on the London Stock Exchange
- Uncovered an error in the accrued carry calculation while analyzing private equity fund financial statements, instantly creating $500,000 of value for client, which exceeded Upwelling’s advisory fee
- Assisted family office in raising $20 million of debt on a $85 million holding company
Upwelling Capital GroupAssociate
Jun. 2016 - Feb. 2017Davis, California, United States- Managed $35 million secondary sale process, creating an underwriting model that provided an accurate price estimate within 2% of final purchase price - Analyzed investment projections for a manager, uncovering unrealistic assumptions resulting in Upwelling not pursuing an advisory relationship with the manager, who was later indicted for fraud related to other investments
Upwelling Capital GroupIntern
Apr. 2016 - Jun. 2016Davis, California, United States• Wrote a fairness opinion and provided industry comparables of performance incentive compensation arrangements for a prominent multi-family office pursuing a related party transaction
Allanson InsuranceAgent
Sep. 2013 - May. 2015Aptos, California• Affordable Care Act (Obamacare) specialist during the chaotic initial rollout, insuring over 200 clients
Lincoln Financial AdvisorsFinancial Planner
Sep. 2007 - Jul. 2013Irvine, CA- Oversaw $50+ million of retirement assets spanning 6 counties. Advised employees of hospitals and non-profit organizations on retirement planning, investments, insurance, and estate planning
- Awarded “Case Manager of the Year” in 2011 for retaining $10 million in retirement plan assets
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