COMPANY: Edge Capital is a financial advisory firm with headquarters in Atlanta, GA. Glenmore Advisors merged with Edge Capital in October 2014.SCOPE: Asset allocation and investment due diligence on over $6B in assets. Develops investment recommendations for the firm. Presents investment ideas to clients with a focus on alternative investments. Creates financial models, introduces new analytical tools, and develops frameworks for managing risks and allocating assets. EXAMPLES OF VALUE DELIVERED:1. Managed 15 new client relationships between 2017-2023.2. Revamped the firm’s asset allocation process to increase consistency and reduce risk. 3. Improved sales cycle consistency and efficiency by integrating new technology into the proposal process, creating economies of scale across the firm.

COMPANY: Glenmore Advisors is a boutique wealth management firm and registered investment advisor founded in March 2010.SCOPE: Financial reporting, portfolio management, capital markets research, and investment due diligence. Reported to CEO.Participated in a wide array of business activities, building the startup into a viable investment advisory firm. Constructed model portfolios for traditional and alternative asset allocations and assisted in the selection of alternative investments for high net worth individuals.Developed business processes and introduced new technologies to create a streamlined, efficient operating model.EXAMPLES OF VALUE DELIVERED:1. Introduced new quantitative methods in modeling expected returns—e.g., incorporating non-normal returns into optimizations; conducting monte carlo analysis; and using a modified version of Value at Risk (VaR) to measure risk in portfolios.2. Streamlined process for rebalancing client portfolios, creating a financial model and Excel macro that cut 75% from process time.

COMPANY: Largest home-improvement retailer in the nation.SCOPE: Oversight of $130M IT budget and budget control on over 200+ IT professionals. Reported to the Director of IT Finance. Promoted from Financial Analyst to Senior Financial Analyst in less than 2 years.Quickly learned the language, processes, and technologies to be able to analyze and manage budgets for large-scale IT projects. EXAMPLES OF VALUE DELIVERED:1. Developed business cases to secure IT funding. Recommended projects based on net present value benefit, cost savings, and revenue generation.2. Evaluated strategic corporate projects, including the self-checkout technology initiative and special order services CRM implementation.

COMPANY: $50M provider of cable services, acquired by EchoStar.SCOPE: Financial reporting and presentation of results. Reported to CFO. Promoted in 2 years and offered position following acquisition by EchoStar.Served as a liaison between board members, investors, and executive staff to interpret financial results versus forecasts, pinpoint financial trends, and determine future financing needs. As part of the integration process with the acquiring firm, selected to manage billing operations for a customer base of over 500 that generated $2M a month in revenue. Assisted with investment valuation pre and post-acquisition.

Built financial models for capital budgets and company valuation. Reported to the Controller. Promoted within 9 months.

Provided research and analysis for investment selection. Assisted in expanding the client base by contacting prospective investors.