Perform multivariate analyses and conduct financial due diligence on a diverse range of potential investments.Evaluate qualitative and quantitative data to ensure optimal capital deployment, realize positive ROI, and mitigate risks.Participate in investment strategy discussions and serve as a Forensic Accountant when required.Develop an Accretion Model to capture key financial metrics featured in the company’s quarterly financial reports.Build a financial model… Show more Perform multivariate analyses and conduct financial due diligence on a diverse range of potential investments.Evaluate qualitative and quantitative data to ensure optimal capital deployment, realize positive ROI, and mitigate risks.Participate in investment strategy discussions and serve as a Forensic Accountant when required.Develop an Accretion Model to capture key financial metrics featured in the company’s quarterly financial reports.Build a financial model pivotal for underwriting the company’s portfolio.Analyze financial reports and performance metrics to aid in portfolio management, compliance, and investment financing.Established and managed the Client Services Department, including overseeing the call center, and helping to enhance our legal channel support. Show less

Co-developed a comprehensive Pro Forma Model, setting financial expectations and projections.Secured essential business financing through the STL – EDP local government program.Leveraged data-driven insights and research to strategically determine the shop location, while negotiating with property owners.Partnered with a 'design + build' firm to actualize the shop's visual and functional goals, ensuring efficient layout and infrastructure.Managed daily… Show more Co-developed a comprehensive Pro Forma Model, setting financial expectations and projections.Secured essential business financing through the STL – EDP local government program.Leveraged data-driven insights and research to strategically determine the shop location, while negotiating with property owners.Partnered with a 'design + build' firm to actualize the shop's visual and functional goals, ensuring efficient layout and infrastructure.Managed daily operations, staff onboarding, and procured a liquor license via community outreach. Show less

Registered the business with the State of Missouri, ensuring full legal compliance.Specialized in contract work for the State of Missouri, fostering direct communication and alignment with state protocols.Underwent rigorous training on state applications, ensuring complete adherence to compliance standards.Maintained an office in Kansas City and navigated RFP processes to formulate operational business plans.

Established the business with the State of Missouri, complete with a comprehensive Operating Agreement.Engaged with brokers during pivotal business development phases to ensure strategic growth.Conducted qualitative and quantitative due diligence on potential companies for leveraged buyout investment strategies.Actively contributed to Investment Committee meetings, strategizing and making pivotal decisions.

Monitored investments using SQL and Excel and managed asset coordination with vendors.Evaluated both qualitative and quantitative facets of prospective investment ventures.

Fostered key client relationships, from traditional banks to FinTech firms.Boosted acquisitions from $89MM in 2016 to $172MM in 2017 through orchestrating Investment Committee discussions and partnering with key stakeholders, including managing directors.

Worked with MD to advise corporate, governmental and healthcare clients' Defined Contribution plans.Led searches for investment managers across various asset categories, concentrating on both domestic and global equities.

Assessed the operational efficacy of hedge funds, private equities, and traditional managers of all strategies in the final phase of investment allocation.

Operated within the Enterprise division, catering to the firm's major institutional clientele and their commercial insurance demands.Supported major institutional clients by assisting executives with product solutions.