Experience

• 

  Triad foundation inc.

  Dec 2012 - now

  - Review investments and grant making of a private foundation in quarterly meetings- Locate, research, and visit to nonprofits and recommend grants annually

  • Associate Director

    Dec 2019 - now

  • Junior Director

    Dec 2012 - Nov 2019
• 

  Wheels of success

  Jun 2014 - Aug 2014

  Summer intern

  - Prepared a business plan and cost/ benefit analysis for a new, social entrepreneurial venture to determine feasibility- Venture involved establishing an in house auto detailing business for this nonprofit in partnership with another nonprofit working with handicapped adults

• 

  Regions bank

  Jun 2016 - Jul 2016

  Commercial banking intern

  Performed market analysis for the Senior Housing Industry and worked with the commercial team and other interns to expand Regions' presence in the Southeast

• 

  Wells fargo

  Jun 2017 - Sept 2019

  Financial analyst: specialized industries, healthcare financial services

  - Performed credit underwriting responsibilities for complex, nonprofit healthcare systems- Managed a portfolio of healthcare systems to handle credit and operating needs- Reviewed and recommended various operating and direct credit facilities and treasury management solutions- Utilized dozens of systems to ensure all compliance, due diligence, and booking are properly completed

• 

  Agw capital advisors

  Nov 2019 - now

  • Investment Consultant

    Jan 2023 - now

  • Senior Investment Analyst

    May 2022 - Dec 2022

  • Investment Analyst

    Nov 2019 - Apr 2022