Pharos Capital (Private Equity Analyst)
State Farm (Investment Analyst)
SMU (Portfolio Management Practicum & Research Assistant)
JP Morgan Chase & Co. (Asset Management Fellow)
Fisher Investments (Junior Associate - Financial Planning)
PwC (Extern - Consultant)
Walgreens (Customer Service Associate)
What am I doing – describe your current role and objectives:
Private Equity Analyst:
• Researched industry competitors and analyzed 5+ potential acquisitions that met firm’s investment philosophy
• Organized offers and notes for 20+ potential add-on companies examined during due diligence process
Connections trying to make:
I am trying to make connections in Asset Management or IB/PE as those have been the industries I have experience in. I would just like to increase my network as I am just starting off and meet people like minded as me as well.
