MLL Management is a full service talent management company with a focus on the celebrity chef niche. My duties included budgeting, analyzing financial results, and providing ad hoc reporting and analysis for special projects.

Simplicity Foods aims to be the future of agriculture by developing hydroponic systems capable of providing localities with their fruit and vegetable needs.While working at Simplicity Foods I created a full scale business and financial plan which is ready for implementation. I also designed hydroponic facility layouts and operations work flows from germination to distribution.The company currently requires funding to further develop into a viable business.

The Residency Program is a group of high level finance students dedicated to developing their practical skill set to bridge the gap between the classroom and a career in the finance industry. Students in the program are challenged to apply their financial knowledge in innovative ways by participating in consulting projects for major investment firms in Orange County and by competing in regional and international investment competitions held through the CFA Society Orange County and the CFA Institute. Residents are also given the opportunity to contribute to the Janes Financial Center publication, The Investment Review. During my tenure at the Janes Financial Center Residency we engaged in the following:Competed in the CFA Society of Orange County Foundation Investment Management Competition, where I, as the Senior Portfolio Manager, oversaw and assisted in the creation of the investment portfolio and led the Real Asset team on strategy and allocation recommendations.Competed in the CFA Institute Equity Research Challenge, where a team of five conduct a valuation and create a recommendation of a publicly traded company.Consulted with Swell Investing, a Pacific Life company, to access feasibility, marketability and direction for the new financial product.Participated in the creation of "The Investment Review", a publication by the Argyros School of Business and Economics at Chapman University, which details investment themes, market outlook and an allocation model.Presented the Student Managed Investment Fund portfolio allocation and performance, a $2,000,000 portion of the University's Endowment fund managed by students, to the Chapman University Board of Trustees Investment Committee.

Northland Capital Markets is a full-service capital markets group focused on growth companies and their institutional investors. Our research group provides in depth research for leading small and mid-cap companies in the growth sectors of the economy. Northland has industry sector expertise in Alternative Energy, Business Services, Consumer, Healthcare, Financials, Metals and Mining, and Technology. My responsibilities included building and updating NAV and Income Statement models for Oil & Gas companies under coverage, writing Research Notes for companies under coverage with recent news and writing a weekly overview of news in the Oil & Gas sector.