Over the past couple of years, I have been working for Northwestern Mutual assisting individuals and families with their estate planning and long-term financial goals, during that time I have had the opportunity to meet with many business owners and have come to realize that I am more passionate about working with entrepreneurs and hearing the vision they have for their businesses, the growth opportunities ahead of them and the financial needs and challenges those businesses face.
I have taken more and more of an interest in private equity and venture capital opportunities, as I find the work much more intellectually challenging, and the customer much more passionate and engaged in the process.
-over the last four months, have joined the Oregon Venture Fund as a Limited Partner, as an investor in the fund, our key role is to look at the pipeline of potential investments and term sheets, and see what seems like a good fit for the fund and what is not. We also help the general partner and his team conduct due diligence processes on different companies we are considering investing in.
- Oregon Venture Fund is a Portland-based fund focusing on providing capital and guidance to Pre-seed and Seed companies within Oregon.
-Began by working on a small sales team (8-12 people) helping small business owners in America with their Website visibility and design, as well as their and Ability to generate and advertise high quality reviews from their consumers.
-Quickly began working within a smaller team to spearhead our enterprise sales team, which focused on helping larger American enterprises with the same type of website and review problems.
-Our products included building and maintaining a business' website, generating them online traffic and presence against competitors, as well as helping them get more client reviews on major platforms like google and yelp.
-Our day to day tasks included generating leads, outreach to prospects, and closing business.
Graduated Economics Department Honors with Distinction
Graduated Cum Laude
3.903 Cumulative GPA
Major in Management Science (Economics/Finance)
Relevant college courses completed:
Advanced Micro and Macro Economics
GAAP and IFRS Accounting
Financial Markets and Portfolio Analysis
Economics of Social Programs and Actuary Science
Corporate Finance: Valuations & Financial statements
Operations Research & Supply chain analysis
Introduction to Data Science/Python
Decisions under Uncertainty and Risk Analysis
Managing Diverse Teams
Companies Worked For:
Job Titles Held: