- Analyzed investment strategies and developed models for annual return rates, enhancing financial insights and addressing client inquiries.- Created and distributed over 40 customized budget templates, integrating data into clients' financial plans for accuracy and alignment with long-term goals.- Created and revamped client presentations, incorporating current data and insights for enhanced impact and clarity.

- Analyzed investment funds and thoroughly investigated start-up companies and their pitch decks, deriving valuable venture investment insights. - Generated investment graphics to facilitate informed decision-making within the dynamic venture capital environment as well as to show clients fund performance. - Assisted in conducting thorough due diligence on potential start-up investments, collecting, and analyzing critical data to support investment decision-making. - Created and sent out Investor Statements and DocuSigns.

- Welding and pump fabrication in the Odessa Pumps shop.- Analysis and repair of pumps in the field and in the shop.- Employed through Becker Wright Consultants.