Enterprise Data Management / Data Governance, Data & AI Risk

Enterprise Risk Management (ERM), Risk and Regulatory Compliance, and Data & Analytics Technologies consulting services spanning a variety of industries, including hypergrowth technology (pre-IPO) & established industrial/consumer products.

- Worked within a regional team to manage financial reporting requirements and fund administration for several venture capital firms with an excess of $1B under management- Cooperated closely with external audit/tax teams to carry out year end close procedures, including issuance of audited financial statements and Schedule K-1 to limited partners- Reconciliations and top-side entries for quarterly portfolio valuation adjustments, cash entries and note interest accruals - Communicated regularly with limited partners to execute administrative requests and quarterly audit confirmations- Assisted in the implementation of proprietary external reporting platforms for Limited Partners (LP) and General Partners (GP) to view fund financials, capital account balances, and vital tax documents for independent audit and reporting purposes.- Actively managed back-end repository systems to ensure transparency between limited and general partners, fund controllers, and third party administration service providers.

The Saint Mary's College of California Responsible Investment Group is a student run organization, open to Saint Mary’s students of all academic backgrounds, that manages the Responsible Investment Fund, a privately fundraised, highly diversified $150,000+ portfolio. Typical activities of the Investment Group included student reports on potential investments, technical valuation projects on various securities, prospecting analysis using ESG strategy, as well as discussions of the managed portfolio, guest speakers, and preparation for the CFA Institute Research Challenge each spring in San Francisco. Founded on the ideals of improving financial literacy, the student body will have an opportunity to learn first-hand about managing investments in a responsible way. Upon collaboration, the Group will privately invest in publicly traded stocks of companies that are deemed to advocate and practice responsible business.

Co-led fundraising, recruiting, and community relations efforts alongside the College's Club Sports management department to drive sponsorship revenue, optimizing budget expenditures and talent development. Managed budget surpluses for the first time in the Club's two-year history to drive philanthropic efforts throughout the Bay Area.

Infinity Financial Services is a boutique Broker/Dealer servicing the firm's private clients through wealth management advisors and financial planners. Being a boutique independent broker dealer offers clients the flexibility in administrating and servicing their accounts based on their terms. Unlike major brokerages, where the decisions are made up the chain of command, Infinity Financial Services provides clients direct access to the principal decision makers in the organization. Most importantly, the independent broker dealer has the ability to lower expenses and reduce client fees.

I was part of a group of talented, devoted group of executives who are committed to implementing a BAP chapter at Saint Mary's College of California. Founded on standards of prestige, reputation, and professionalism, I along with my fellow chapter officers look to successfully implement the chapter as an exclusive Honor Society at our institution and use it to our and the members' benefit to prepare us for the corporate world.

Overlooking and assisting in duties to help efficiently promote a safe and memorable experience for fans, students, and faculty at athletic events at Saint Mary's College, member of the West Coast Conference. Event management was conducive for efforts pertaining to marketing, financing, and organization for the college's athletic department.