- Seamlessly integrated into a high-level accelerator program dominated by startup CEOs, swiftly becoming a pivotal participant and strategic thinker recognized for exceptional adaptability and industry acumen
- Established a vital network for Edify in Northwest Arkansas within an accelerated 6-week timeframe
- Positioned Edify.ai prominently among potential investors and high-value clients, including Walmart and leading real estate developers with multi-billion dollar revenues
- Contract extended with expanded responsibilities, reflecting exceptional performance and capacity to deliver results

- Rapidly assumed direct management of key client portfolios, outpacing expected timeline by several months
- Drove the turnaround of a sophisticated farmland valuation product, focusing on MVP features critical to the market strategy, and decreased app load time by 95% by introducing improved data architecture
- Led product management of an oil well management application, resulting in significant operational improvements for the client and real-time data access for field and office personnel
- Demonstrated exceptional cross-functional team leadership in high-pressure, resource-constrained environments
- Spearheaded an initiative to transform the engineering department to enhance team structure and performance

- Created a data platform for academic researchers offering increased accuracy, usability, and affordability
- Executed a customer discovery process that refined our product offering and target market, which resulted in prospective partnerships with two U.S. business schools
- Built a Python data pipeline that automatically processes and updates several terabytes of financial data in real time

- PhD, Business Administration, Emphasis: Accounting and Capital Markets
- Acquired skills in applied data science, including Python programming, SQL, databases, etc.
- Researched public company disclosures and investor reactions in the capital markets
- Coursework in advanced econometrics, statistical research methods, asset pricing, corporate finance, and accounting
- Supervised graduate researchers; taught intermediate financial accounting and accounting information systems
- Dissertation: investigated the disclosure of constant-currency revenue growth rates, showing that companies with currency headwinds are 150% more likely to make these disclosures

- Part of a three-person investment team that managed a long-term, highly-concentrated value fund (~$1bn)
- Principal for four of the fund’s ten investments, including conducting extensive strategic and financial diligence, developing relationships with C-suite and investor relations, day-to-day monitoring, and financial modeling
- Researched investments from idea generation through investment, including detailed revenue and earnings forecasts
- Jointly led an investment in a satellite company that returned ~75% in under a year

- Sole associate at top-tier, lower-middle-market growth capital/private equity firm
- Performed due diligence for and analyzed all M&A investments from initial contact through closing
- Advised portfolio company executives on strategy, acquisitions, special initiatives, and sell-side transactions
- Sourced deals and represented the firm at conferences and networking events
- Prepared quarterly and year-end IR letters to limited partners detailing all portfolio companies

- Investment banking analyst in the Global Technology Group
- Ranked in top tier of analyst class throughout entire Investment Banking Division
- Created financial models for leveraged buyouts, M&A, and equity and debt financings; completed two IPOs