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Pursuing Master of Business Administration in Finance from Southern Methodist University, Bachelor of Arts in Economics from The University of Texas (2004), Venture Capital Intern at Carlyle Capital Markets Inc since Mar-2009.
Brainstorming, Finding business partners, Finding cofounders, Finding team mates, Meeting new people, Professional opportunities, Promoting my startups, Recruiting for my startup
Schools:
Southern Methodist University, University of Texas System - Austin
WORK EXPERIENCE
Employer:
Silver Creek Ventures
Position:
Venture Capital Intern
Time period:
January 2010 - Present
Description:
Evaluate potential portfolio company additions via market and competitor due diligence.
Make investment recommendations to general partners.
Network at various industry specific conferences to attract potential deal flow.
Employer:
Carlyle Capital Markets Inc, Dallas, Texas
Position:
Assistant Vice President
Time period:
March 2009 - Present
Description:
Lead the Alternative Energy Development Group, performing market research and due diligence for potential projects, including financial modeling, bond structuring, site selection, and sensitivity analysis.
Serve on Business Development Team, networking industry contacts and evaluating potential equity partners.
Employer:
Wipe Out Kid’s Cancer
Position:
Board Member
Time period:
January 2008 - Present
Description:
Local pediatric cancer research and awareness organization founded by Cindy Brinker Simmons. Relationship began as leader of a student-lead consulting project for strategic planning, expanded into overall leader and board liaison for four student-lead projects in 2009, now an official board member as of 03/10.
Employer:
Sterling Society
Position:
Board Member
Time period:
January 2006 - Present
Description:
Officer and board member of Sterling Society, a social and charitable organization. Annual Mardi Gras Ball proceeds benefitted Autism Treatment Center through 2007. Proceeds currently benefit United Cerebral Palsy.
Employer:
Texas Scottish Rite Hospital for Children Dallas, Texas
Position:
Former Patient, Volunteer, Consultant
Time period:
January 2005 - Present
Description:
Founded the John Birch Legacy Scholarship Fund and am raising funds towards $50,000 goal.
Recently co-lead the 7th annual SMU Consulting Initiative, organizing groups to complete and report on 8 different consulting projects for the hospital, ranging from wellness program implementation to marketing plans for various large scale annual fundraising events to employee benefit structuring.
Employer:
Dallas Aquatic Masters/Lukes
Position:
Sprint Triathlete
Time period:
January 2005 - Present
Description:
Successfully completed eight races throughout Texas and won my category at the Paris, TX event. Will be competing in three races in 2010.
Employer:
C5 Partners
Position:
Team Lead
Employer:
Wipe Out Kid’s Cancer
Position:
Project Team Leader
Description:
developing a long term strategic business plan (ongoing, began 10/08, selected as Student-Board liaison 03/09, elected as official board member 03/10).
Employer:
Contour Capital, LLC, Dallas, Texas
Position:
Senior Consultant
Time period:
January 2008 - May 2008
Description:
Performed extensive industry and company research to target acquisition candidates, using Bloomberg, Business Source Complete, Hoover’s, and Reference USA.
Aided clients in business plan compositions, strategic planning, and detailed Excel financial models.
Accepted buyout when VC funding not received (05/08).
Employer:
Morgan Stanley Global Wealth Management, Dallas, Texas
Position:
Financial Advisor
Time period:
June 2007 - December 2007
Description:
Oversaw a book of $5 million with a $25 million pipeline.
Expanded advisor role to include investment banking referrals potentially worth $85 Million.
Received extensive financial analysis training to aid my clients in future sale of their respective companies.
Employer:
A. G. Edwards and Sons, Dallas, Texas
Position:
Financial Consultant
Time period:
July 2004 - June 2007
Description:
Obtained Series 7 and 66 licenses as well as Group One Insurance, all on first attempt.
Successfully built a $6 million book of business from networking and cultivated a $12 million pipeline.
Built a weekly updated 3 tiered contact list of over 400 people, which I still use today.
