FIC. Financial analysis and valuation of public and private equity. Helped achieve consistent alpha over S&P500.• Asset allocation and valuation of financial 10K, regulatory filings. Specialty fundamental analysis of assets, liabilities, cash flows, intangible assets, and risk assessment• Used intrinsic valuation models, DCF, and GAAP financial modeling• Studied broad asset classes from small to large capitalization firms• Contributed to achieve seven years of positive alpha returns YOY the S&P 500

Seattle-based beverage company. Local production with emphasis on community investment and sustainability.

Seattle-based renewable energy company. Sourcing, designing, and installing smart energy production.

Specialized in working with entrepreneurs to help grow and finance their businesses. Conducted analysis and underwriting for commercial loans.• Performed credit analysis and underwriting on commercial loans. Responsible for the management of a diverse credit portfolio of businesses to which loans were underwritten. • Advised and consulted start-ups and small businesses across a broad spectrum of industries.• Developed and guided business owners on matters such as financial forecasting, business strategy, and expansion plans. • Improved margins, helped develop new revenue sources, and increased customer retention for clients.• Mastered new client management software; responsible for producing timely quarterly reports.

Responsible of the coordination and management of a B2B information technology provider.• Executed decisions independently after upper management directive. Capacities included managing staff, inventory, and reviewing financial reports.• Reported directly to the President and Vice-President of the company in an advisory capacity.• Reviewed and analyzed budgets, revenue, and cash-flows reports.• Mastered business-client relationships. Worked with local businesses in consulting their technology needs and building a sales relationship.