2011-Present
· Free lance entrepreneur in residence – Entrepreneur in Residence
· Traded stock options based on earnings announcements – 2011 Trading Results
· Wrote business plans – Sample Business Plan
IMCP, Milwaukee, WI 2009-2010
Information Technology Analyst Specializing in Software
· Performed comprehensive industry, business, financial and valuation analysis
- Forecasted financial statements and analyzed revenue drivers
- Performed discounted cash flow, relative, take over, and break up valuation analysis
- Allocated the endowment’s assets
Dana Investments, Milwaukee, WI 2010
Intern
· Worked closely with fixed income portfolio manager Noaman Sharief
- Performed daily operational tasks involving fixed income and equity research and trading
- Valued and researched private equity transactions
Raveling Companies, St. Paul, MN 2008-2009
Startup Consultant
· Managed the startup of a company selling earth moving buckets and precision welding services
- Tasks included financial forecasting, market research, business planning, branding, idea consultation, extensive legal matters, site selection and cost controlled implementations
Only Designer Fragrances, St. Paul, MN 2008
Founder
· Managed the startup of a drop ship company selling cologne and perfume
- Tasks included tracking the fastest growing online industries, differentiation research, scenario analysis, financial forecasting, market research, business planning, website design and Google advertising
Deal Lot, St. Paul, MN 2005-2008
Founder
· Managed the startup and operation of a software firm designed to capitalize on the vast and growing online auto market
- Startup tasks included tracking the fastest growing online industries, differentiation research, scenario analysis, financial forecasting, market research, business planning, branding, idea consultation, fundraising, software design, location renovation and cost controlled implementations
- Operational tasks included marketing, sales, accounting, legal, cost control, human resources, software maintenance, purchasing, shipping and inventory maintenance
Allstate Insurance, St. Paul, MN 2004-2005
Producer
· Performed daily operational tasks at an Allstate Agency
- Tasks included insurance sales, financial sales, networking, cold calls, claims processing, system entries and legal documentation
Marshall Enterprises, St. Paul, MN 1997-1999
Founder
· Managed the startup and operation of a company selling various products such as pillows, duvets, and toys at flea markets and festivals at the age of 15
- Tasks included scouting locations, purchasing inventory, pricing products, selling products, employee management and travel
Ø Fluent in FactSet
Ø Expert in spreadsheets, word processors and Power Point