Finance, operations, support

• Drove growth by investing, advising, and incubating 30+ companies in the sports, gaming, and entertainment sectors• Forged strong partnerships with founders to provide research, strategic planning, and financial modeling support• Provided strategic FP&A support to startups, assisting with financial planning, analysis, and performance tracking to drive sustainable growth and optimize resource allocation• Devised a comprehensive portfolio tracker to monitor critical metrics, enhancing decision-making capabilities• Leveraged Pitchbook to generate customized investor lists for portfolio companies, expediting fundraising

• Spearheaded a two-person operations team and functioned as the primary finance expert for a 25-person startup.• Crafted an intricate financial model instrumental in securing a $6.5 million pre-seed investment.• Collaborated closely with department leaders to design, implement, and maintain budgets, delivering weekly updates to senior management.• Conducted in-depth market research to identify revenue streams and glean insights from industry competitors.

• Effectively managed $5.4 million of the University's endowment fund through two all-long, all-equity portfolios.• Produced and presented comprehensive equity research reports utilizing DCF and relative valuation methodologies.• Employed a top-down research strategy with a bottom-up approach to pinpoint lucrative investment opportunities aligned with the macroeconomic environment.• Directed a team of 4-5 analysts, overseeing pitch development, thesis assignment, and company coverage coordination.• Facilitated educational seminars on specialized financial topics to advance members' industry knowledge

• Examine Client Portfolios and recommend changes in investment strategy based on a combination of market outlook and the client’s goals.• Participate in meetings with clients to review any updates in their financial situation, present portfolio changes, and answer any questions regarding the recommended changes.• Complete write-ups to use in TDA’s advisory software to place individual trades after the client meeting. • Travel to employer locations to ensure satisfaction with payroll plans, and answer questions about employee financial situations, and portfolio updates.