K Street Capital Fund I

MBA Advisory Board Member 2021 - PresentAlumni Executive Advisory Board 2024 - Present

• Consulted for a multi-billion-dollar developer to provide leadership support and actionable insights during the execution of a $1.2 billion project.• Assess and execute strategic capitalization and fund structures for growth-oriented companies while mitigating and addressing macroeconomic risks.• Network and leverage relationships of accredited high net worth individuals, family offices and business partners to successfully raise multi-million dollars in funding to support business growth.• Collaborate with cross-functional teams to coordinate and execute business plans and financial strategies. • Oversee peers and junior analysts to refine financial models, support operations, and provide advice to teammates.• Provide insight to investment opportunities, partnerships, resource allocations, and acquisitions using financial models to analyze present results and project future performance. • Analyze financial statements to identify trends, optimize financial health, and generate reports to present financial results and projections. • Evaluate economic transactions to provide insight and recommendations to peers and stakeholders.• Build models to analyze macroeconomic supply and demand factors, conduct investment research to determine outlook, and identify favorable investment opportunities to deliver superior risk-adjusted returns.• Develop, grow, and manage strategic relationships by attending conferences, leveraging existing network, and communicating.• Leverage technology and improve processes to collect data by integrating automation to increase efficiency and accuracy.• Communicate reports by assimilating data into comprehensive presentations to articulate an understanding and awareness to business partners.• Identify new market trends, source off-market opportunities, and screen deal flow to identify investments.• Perform due diligence by analyzing assets, deals, teams, terms, and valuations to determine investment allocations.

• Researched publicly traded companies to report investment recommendations and risks to deliver superior risk-adjusted returns to our clients• Worked independently to create and maintain financial models to support investment strategies and report on company updates and quarterly performance• Collaborated with senior partners to deliver products to sales teams that added value to HNWI’s, hedge funds, and institutions• Developed macro models to forecast trends, headwinds, and inflections to strategize risk-adjusted investment recommendations• Communicated investment recommendations with sales, trading, and clients effectively and concisely • Built relationships with C-level executives to understand environment in the trenches and delineate from mainstream reports• Maintained transparency with investors by publishing reports to communicate company guidance and forecasted projections• Performed due diligence across competitors, mergers, acquisitions, valuations, and industry experts to synthesize comprehensive data• Evaluated financial statements by calculating historical, current, and projected metrics and ratios to identify headwinds or tailwinds and made recommendations to C-level executives and investors

(Formerly Guggenheim Investments)• Analyzed and implemented automated processes to improve fund efficiency and mitigate risks for $15B+ assets• Managed and lead junior team by hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and overseeing daily tasks• Evaluated fund variances to accurately calculate net asset values and forecast fees and income • Reported all fund net asset values and accounting records utilizing SQL databases and Excel macros• Valued portfolios including Equities, Options, Futures, Fixed Income, Swaps, OTC's and Forwards on a daily basis• Worked closely with front office and back-office teams including Trading, Compliance, Portfolio Management, Prime Brokerage and Custodians

• Researched investment opportunities and market trends in the technology sector to build portfolio and add consulting services• Traveled to meet with customers (Dubai, Germany, Panama, China, Romania to name a few)• Identified new market trends from attending technology conferences and networking with industry experts• Analyzed project performance of implemented products, services, and investments to report to the Managing Director• Compiled data and performed complex analysis on critical operational data by utilizing excel formulas and creating metrics