
Timeline
About me
Partner, Strategic Finance & Analytics
Education

Robbinsdale cooper senior high school
2005 - 2009International baccalaureate diploma
Boston college - wallace e. carroll graduate school of management
2012 - 2013Master of science (m.s.) finance 3.73Activities and Societies: MSF Class Representative, Venture Capital Investment Competition, BC Grad Tech Club, Invest 'N Kids Mentoring Program

University of minnesota-twin cities
-Bachelor's degree finance
University of minnesota - carlson school of management
2009 - 2012Bachelor of science (b.s.) finance 3.70Activities and Societies: Graduated in three years; Sigma Phi Epsilon - VP of Recruitment
Experience

University of minnesota school of public health
Aug 2010 - May 2012Teaching assistantCo-instructed and peer-mentored over 500 students in an online format providing information and resources regarding the prevention of potentially dangerous habits formed in collegeWorked in a team of four to market the course to both freshman and members of the Greek community through engaging presentations and promotional items

North star resource group
May 2011 - Dec 2011Finance & business development internPrepared and evaluated mutual fund and insurance options for 85 medical profession clients under 3 advisors based on risk profile, with a focus on personal and business financial security and growthStrategized and implemented expansion efforts to Atlanta, GA, by conducting market research on healthcare providers and utilizing Outlook Mail Merge to generate 150+ targeted sales leads

Glenmore consulting llc
Apr 2012 - Jun 2015AssociateConducted 28 economic viability studies by determining market opportunities, unit costs of production and capital expenditures, estimating cost of capital, and building DCF, market capture, and/or comparables models, complete with input sensitivity and scenario analysesTackled global problems with first-of-its-kind research and technology development in:- Water stewardship in Bakken and Eagle Ford shale oil fields enabled by salt extraction- Carbon dioxide utilization as a feed-stock for higher value chemicals and fuels- Alleviation of pipeline bottlenecks for Canadian oil producers with renewable condensate- Replacement of petrochemicals and plastics with cost-competitive green solutions- Efficiency and co-product enhancements at current world-scale biofuels production facilitiesActed as head business/finance member on multiple cross-functional teams simultaneously for internal projects and for clients, who ranged from pre-revenue startups to $100B+ multinationalsProfiled by the Carlson School of Management alumni newsletter:http://carlsonschool.umn.edu/news/education-abroad-steers-students-new-career-opportunities Show less

Achvr
Mar 2013 - Aug 2013Finance & business development internDetermined 3 best-fit venture capitalists by researching investment history and focus of 250+ funds and angels, then constructing multi-factor ranking algorithm with re-sort macros for CEOGenerated sales projections by building revenue-per-user and user-growth models; used results to create compelling visuals for pitch decks

Silicon valley bank
Jun 2015 - May 2019https://www.svb.com/state-of-the-markets-report/
Research Manager
Mar 2018 - May 2019Senior Associate - SVB Analytics
Mar 2017 - Feb 2018Associate - SVB Analytics
Jun 2015 - Feb 2017

Caliva
May 2019 - Jan 2021Sr. manager - corp dev
The parent company
Jan 2021 - Jul 2023Director - chief of staff to the ceo
Blueprint analytics
Aug 2023 - nowPartnerBlueprint Analytics provides advisory services on strategy, analytics, and finance.
Licenses & Certifications
.webp)
Series 63
Financial industry regulatory authority (finra).webp)
Series 79 - investment banking
Financial industry regulatory authority (finra)
Chartered financial analyst (cfa) charterholder
Cfa instituteMar 2018
Volunteer Experience
Fundraiser / Walker
Issued by American Foundation for Suicide Prevention
Associated with Steven Pipp, CFA
Languages
- enEnglish
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