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Network Power<100 people
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Work Background
Air Drilling AssociatesSenior Accountant
Jan. 2024United States
Bench AccountingTax Advisor
Oct. 2021 - Jan. 2024
Senior HelpersFranchise Owner
Jul. 2021 - Jan. 2023
IntuitTax Expert
Jan. 2020 - Jan. 2025
SolovisPrivate Equity Analyst
Mar. 2018 - Jan. 2020
Northern Trust CorporationInvestment Analyst
Jul. 2016 - Feb. 2018Phoenix, Arizona Area• Analyzed assignment and assumption documents to ensure trades can be validated as transactions based on Northern Trust guidelines. • Executed and settled syndicated bank loan trades for 5 investment managers domestically and internationally. • Reconciled 25% of all share positions with external fund companies. • Provided client reporting to all private equity firms, hedge funds and other alternative funds.
Princeton Capital CorporationPrivate Equity Analyst Intern
Jun. 2015 - Aug. 2015Houston, Texas AreaResearched Neural Stem Inc.(CUR), eventually leading to a sell recommendation, which was accepted by the investment committee. Assigned to deal team that executed over $40,000,000 in transactions. Analyzed and compared letter of intent (LOI), and developed strategy for major counteroffer points with management. Created operating models for all portfolio companies under management. Identify and analyze investment opportunities by screening business plans, presentations, sector research, and review of trade publications.
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