Experience

• 

  Gtsf investments committee

  Aug 2018 - Dec 2021

  • Make informed voting decisions on all pitches for the $2.0M portfolio• Manage pitch pipeline, engagement processes, and administrative tracking • Managed and set strategy for $230K technology sector portfolio and led a team of 11 analysts and senior analysts • Increased emphasis on analyst training and development that saw 2 senior analysts promoted to sector head• Implemented a quantitative screen before further research to more efficiently find ideas in overheated technology sector • Monitored current holdings’ performance and headlines to prioritize and inform reevaluations• Mentored new analysts by teaching Excel modeling, Bloomberg Terminal, and general research and analytical techniques • Pitched technology companies: PayPal (up 187%), Activision (up 65%), IAC (up 125%), and Adobe (up 121%)

  • Director of Operations

    Jun 2021 - Dec 2021

  • Sector Head - Technology Sector

    Jan 2021 - May 2021

  • Senior Analyst + Portfolio Analyst – Technology Sector

    Jan 2020 - Dec 2020

  • Analyst - Technology Sector

    Aug 2018 - Dec 2019
• 

  Cox communications

  May 2019 - May 2021

  Product development & management co-op

  Spring 2021 – Easy Connect• Modelled impact of adding a 1-hour delivery option for devices and found operating income increase of $72K annually• Led creation of customer research to evaluate demand, choose pricing, and inform features for a 1-hour delivery option• Interviewed product stakeholders to generate potential AR features and prioritized default wifi scanning and loginSpring 2020 – Device Lifecycle• Updated a system check that allowed 15,000 customers annually to choose internet speeds their modem could not support• Consolidated COVID-19 supply chain impact to a weekly report for executives to quickly identify and prioritize issuesSummer 2019 – Video Product• Analyzed customer value and business cost for Chromecast, Roku, and Samsung TV integration to identify best option• Proposed an Oracle IC-based email notification system to solve manual email process saving $300K annually Show less

• 

  Berman capital advisors, llc

  Jun 2021 - Jul 2021

  Intern

  • Created investment portfolios using public equity/debt and private alternatives with average assets of $10M• Compiled research on inflation trajectory, new alternative funds, and IRA conversion to inform advisors and clients

• 

  Tech square ventures

  Aug 2021 - May 2022

  Investment analyst intern

  • Completed competitive landscapes / market sizes on 12 deals, leading to FortifyData ($1.75M) and Gridline ($1.5M) deals• Sourced 10 quality startup leads each week by screening accelerator/incubator cohorts and regional startup newsletters

• 

  Georgia tech venture capital club

  Dec 2021 - May 2022

  Vice president and co-founder

  • Grew the club to 145 members, including 10 sector heads and 35 research analysts conducting thematic research• Hosted 5 speaker events with speakers from Tech Square Ventures, Greycroft, M12, Bain Capital Ventures, and Softbank• Signed with Georgia Tech’s incubator Create-X to support their new $5M fund with sourcing, diligence, and tracking

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  Accenture

  Jul 2022 - now

  Insight Sourcing was acquired by Accenture in February 2024.

  • Senior Analyst

    Jan 2024 - now

  • Analyst

    Jul 2022 - Jan 2024