I play a key role in investor relations and stakeholder management, working closely with high-net-worth Limited Partners (LPs) from the professional athlete sector to drive capital commitments and expand syndicate networks, which enhances deal flow and portfolio diversification. I also source a significant amount of high-quality deal flow, evaluating numerous investment opportunities each quarter to ensure only the best align with our syndicate’s objectives.My responsibilities include conducting thorough due diligence and underwriting analysis, collaborating with startup CEOs and founders to identify high-potential investments. I develop financial models and standardized frameworks to streamline the investment pipeline, improving decision-making efficiency and reducing time to close. Additionally, I assist in managing the execution of Special Purpose Vehicles (SPVs), contributing to strategic portfolio growth and increasing investor returns.

As an analyst with Trinity University’s Office of Investments, I conducted comprehensive research and financial analysis for the university’s $1.7 billion endowment, contributing directly to strategic, data-driven investment decisions that optimized portfolio performance. My role involved collaborating with investment managers to perform in-depth market research, rigorously evaluating hundreds of potential opportunities to identify high-yield investments aligned with the university’s long-term financial objectives.I applied pro-forma financial evaluations, underwriting processes, and strategic investment planning to assess and execute investment opportunities, ensuring the timely deployment of endowment capital into top-performing assets. Additionally, I monitored key performance metrics to maintain alignment with the portfolio’s overall goals, contributing to the sustained growth of the endowment.

As a graphic designer for Trinity University’s football team, I collaborated with a team to create engaging social media graphics for platforms like Instagram and Twitter, enhancing the team’s digital presence. I revamped the team’s logo and social media banners, contributing to a refreshed and modernized brand identity. Additionally, I developed reusable design templates to ensure consistency across platforms, helping to increase follower engagement and build a stronger online community.

As the President and Founder of Trinity University’s Real Estate Club, I built a network of over 100 current and former students interested in real estate, creating opportunities for members to connect and engage with industry professionals. I organized events and discussions focused on real estate investment strategies and career development, fostering an environment where students could gain valuable insights and make meaningful industry connections.

As Co-Founder and CEO, I successfully scaled Wakescoot Watersports, designing and launching the company’s e-commerce platform. I led the management of our social media presence, enhancing brand visibility and increasing customer engagement. I also developed and executed a strategic business plan that positioned the company to capitalize on market trends and ultimately facilitated a strategic exit in 2023. The company received venture funding through the Trinity Stumberg Entrepreneurship Seed Round Accelerator, attracting investor interest and validating its long-term growth potential.

As a Financial Planning Intern, I developed and delivered financial planning and investment seminars for clients and prospects, offering actionable insights into investment strategies that enhanced client engagement with the firm. I also co-created and launched a company finance podcast, leveraging multimedia platforms to broaden the firm’s reach and position it as a thought leader in financial planning. Additionally, I constructed tailored stock portfolios of individual stocks, ETFs, and mutual funds based on each client’s risk tolerance and investment goals, contributing to personalized capital deployment aligned with client objectives.

As a Youth Ministry Intern, I assisted in leadership by coordinating events and organizing mission trips, fostering community engagement and spiritual growth among the youth. I also prepared and delivered sermons, offering guidance and support through faith-based teachings. Additionally, I managed the youth ministry’s social media presence for the summer, enhancing outreach and connecting with the community in meaningful ways.