- Responsible for analyzing new private equity and private credit investment opportunities, strategizing growth initiatives for existing investments, and portfolio management within the Oil and Gas sector (Exploration & Production, Oil Field Services, and Mineral acquisition)- Execute sale of assets and interests in live investments to provide liquidity and alternative investment grade returns to shareholders- Build financial models for a variety of purposes such as incorporating Board of Directors' approved CAPEX schedules to forecast equity values and returns to the firm and performing numerous cases to determine capital structure needs and the portfolio company's forward looking ability to service additional leverage- Perform Fund processes such as capital calls and return of capital distributions to Limited Partners, carried interest calculations and distributions, refinancing of private senior secured notes, monthly and quarterly investor updates, and compliance- Work directly with CEO and CFOs of the sponsored management teams to obtain operations efficiencies, achieve financial metric goals, and game plan exit strategies- Create executive summaries, management presentations, and all sales and marketing materials needed to either raise capital or divest out of an asset or holding

- Worked on various parts of the M&A process for the firm such as reviewing teasers and confidential information memorandums, conducting industry research and due diligence, financial modeling, and investor pitch presentations- Presented a live deal to the Board of Directors of a Venture Fund with the intention of seeking a minority investment for the Entrepreneur

- Worked with President and CFO to negotiate over $500,000 worth of new drilling contracts for oil wells in the Kern River Basin, Texas Panhandle, and Oklahoma STACK play- Spent time on an active SCR drilling rig drilling a deep 2 mile lateral STACK well and met with customer to assure wells were drilled correctly, on time, and with no safety incidents which led to succesfull discussions regarding additional work- Examined reserve reports sent by operators and built discounted cash flow models to determine if contractor should participate in a $30 million well program as a non-op working interest partner in addition to drilling the wells- Reviewed and edited IADC drilling contracts to solidify bids for dayrate and turnkey projects in turn spudding new wells in multiple basins throughout the country- Met with operators with assets in the West Texas Permian Basin and Mid-Continent SCOOP/STACK plays to discuss 2017 CAPEX budgets and development plans

- Analyst in a 3 person treasury department for a $10 Billion bank, responsible for liquidity, cash management, and investments- Collaborated with treasurer and CFO to purchase mortgage backed securities and corporate bonds that grew the security investment portfolio from $1.3 to $1.5 Billion - Settled $340 million in security trading transactions that helped grow bank assets by twenty-percent- Responsible for monitoring net liquidity position of the bank - including investing ~$300 million excess cash or borrowings of ~$150 million- Actively manage relationships with ten investment brokers and banks for trade settlements, safekeeping, and collateral pledges- Maintain board authorized liquidity thresholds for $100 million in credit lines- Create financial spreadsheets to monitor collateral for $730 million in bank deposits- Build liquidity summaries and forecasts for board presentations that analyze loans and assets using Cognos and Prologue software- Prepare and document daily corporate money wires of up to $100 million- Construct and submit monthly documentation outlining collateral held against demand deposit and interest bearing accounts to the Arizona State Treasury Department- Responsible for maintaining regulatory relationships, including compiling treasury documents, to ensure corporate compliance with applicable state and federal regulations

- Taught a freshman business course to a class of 20 students through the implementation of collaborative and effective lesson plans- Supplied students with the resources and tools needed to succeed in school and business - Developed strong leadership and communication skills for diverse groups of people

- Collaborated with and assisted managers by implementing branch projects and analyzing and researching stocks, bonds, and client accounts to result in fine-tuned portfolios- Designed fund proposals by catering to certain client needs, capital, and investing preferences with an outcome of attractive and profitable managed account possibilities. - Compared life insurance policies by creating spreadsheets enabling clients to choose the policy best fit for them- Formulated replacements for underperforming funds in managed client accounts by diagnosing better performing funds to create more revenue for clients- Evaluated and executed 529 higher education plans and retirement plans by assembling data to generate client savings