- Manage multiple client queries and issues, ensuring their timely resolution- Reconcile cash and security collateral holdings- Assist in the continuing technological advancement of the collateral management function- Provide support and builds relationships with business partners and brokers/counterparties- Assist partners in maintaining the general ledger accounting and financial reporting for collateral- Carry out relatively complex activities with significant financial, client, and/or internal business impact- More technically sound in area of expertise and has broader knowledge of other areas- Deliver a work product that requires less revision- Facilitate discussions and reach decisions- Serve as a key subject matter expert and mentor to other more junior level employees- Investigate and resolves margin call disputes

Lake Sawyer Trading LLC is a privately developed company aimed to sell Christmas Advent candles.• Developed an international candle company over summer of 2018 after initiating the idea in a high school entrepreneurship class, along with contacting distributors, and imported candles from Europe.• Acquired skills/created models about sourcing capital, import and supply chain challenges, pricing strategies, and more when launching the candle company.• Entreprenered a profitable retail LLC at the age of 17

BlackStad is a family owned company. As a board member I -• Analyzed different public stocks on the market including ETF’s such as S&P500, NASDAQ, and other industrial specific ETF’s along with individual securities such as AAPL, FB, DE, WMT, TSLA, etc to develop a greater skill set for long term, short term, and option trading through excel models.• Analysis included history, competitors, market trends, share price, real value, margin of safety, terminal growth rate, Graham Number, etc.

Nelson Global is a private equity portfolio company, acquired in 2016, focused on global engineering, manufacturing, and distribution. During the summer, I had the pleasure of working as an associate in the Accounting, Business Intelligence, and FP&A sectors of the firm.Accounting - Focused on cash conversion in both the Accounts Receivable and Inventory sectors, including an email automation side project that enabled sending a list of invoices to selected customers with just one click.Business Intelligence - Utilized Power BI to automate report generation from four different ERP systems, including SAP, LN, EPICOR, and Oracle.FP&A - Worked on inventory reduction, lead times, DOH (Days on Hand), and budgetary forecasts.

Member of Indiana University’s D1 Golf Team

NAVSEA is the title for Crane U.S. Navy Base located in Crane, Indiana.As a field consultant I -• Led initiatives to enhance the Focused Investment Area (FIA) process, optimizing budgetary documentation, instituting standardized protocols, and introducing dynamic process redesign• Implemented standardized procedures for improved quality, consistency, and scalability. Introduced an FIA scoring rubric and a comprehensive process/issue tracker, integrating them into the project selection process, enhancing the understanding of organizational needs• Developed and implemented user-friendly documentation strategies for quality assurance, knowledge transfer, and future scalability/enhancement through the production of clear process flowcharts, concise one-pagers, and established dynamic task assignment procedures. These resources have become essential for onboarding and adapting to new processes• Successfully executed documentation, standardization, and process redesign initiatives for the U.S. Military Naval Base website, leading to a notable consulting victory in the field, and to an invitation at the Pentagon

Lincoln is an International Investment Bank mainly focused on Sell-Side M&A.As a genrealist I - • Constructed a pitch deck with a team for a $70M+ family-owned agricultural equipment business on a sell-side M&A deal by composing company positioning, industry overview, list of potential strategic, and financial acquirers within the industry.• Developed relevant valuations such as public comparable and precedent transaction comparable through CAPIQ, and additionally implemented a DCF, LBO analysis into a football field to estimate appropriate EBITDA multiple ranges. • Implemented general discussion/qualification of potential synergies and a process timeline including drafting marketing material, IOI, LOI, third party due diligence, final selection, and closing.

Wind Point Partners is a Middle Market Private Equity Firm in Chicago focused in consumer, industrial, business services, and media with about $4 billion in aum.As an intern I -• Evaluated the strategic and financial implications of business combinations, such as EBITDA growth and margins, leverage, equity ownership, cash flow, flow-thru memos, and trend analysis within Excel.• Constructed, managed, and analyzed financial/distribution models and utilized excel to perform valuation analysis, including an LBO.• Collaborated with full deal team to connect on quality of earnings calls and present strategic alternatives.• Developed industry research on Watsco in analyzing growth drivers, competitive landscapes, acquisition history valuation analysis, and valuation drivers.

• Developed spreadsheets, simulations, optimizations, and data preparation about a coffee bean company through Excel.• Faced adversity with international teammates in variety of time zones.• Developed a calendar and spoke with teammate individually for efficient and convenient collaboration.