I graduated from SMU in 2024. I began my career at Wedbush Securities on the Trading and Settlements Desk, where I ensured the timely and accurate settlement of domestic and international equity transactions. This experience gave me a strong foundation in capital markets, operational precision, and cross-functional coordination.
What am I doing – describe your current role and objectives:
I am currently an Analyst at Cypress Growth Capital, where I support the investment team through deal sourcing, business development, and financial analysis. I lead efforts to identify and engage with B2B software and tech-enabled services companies that fit Cypress’s investment thesis.
My responsibilities also include conducting market research, developing and analyzing financial models and supporting the due diligence process to evaluate a company’s operational and financial health.
Connections trying to make:
I’m looking to build connections within the Dallas investment community, meet founders and executives across industries, and learn from others with deep operational or investing experience as I continue to grow and develop my career.
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