Designed firm strategy and wrote Business Plan. Built proprietary investment models designed to maximize returns while controlling risks. Raising capital to manage.

Provide financial modeling and consulting services to small business clients and individuals. Assisted in constructing a business plan for a client to raise outside funds. Performed financial modeling and wrote marketing presentation on selling a small business client. Conducted extensive market research for a variety of clients in retail and manufacturing spaces. Helped public company client with $650 Million in revenue restructure FP&A unit and originate their 2019 budget.

Led the US Energy Market Neutral Business Group managing up to $700 MM gross capital invested in Integrated, E&P, Refining, Chemicals, Pipelines, Oilfield Services, Shipping, Independent Power Producers, Logistics and Materials segments in the United States, Canada and Europe. Created independent investment ideas based on a combination of detailed valuation modeling, potential catalysts, and management decision-making and implemented them in a portfolio.

Served as an analyst for and then head of the Energy Group responsible for Upstream and Downstream Energy investments - a sub-portfolio within the Copia Market Neutral Fund. Led a team of three analysts and a trader in the research and execution of investments on more than 300 securities within the Integrated, E&P, Refining, Chemicals, Oil Service, Logistics and Materials segments in the United States, Canada, Europe, China, Africa and South America

Summer intern with the Market Neutral Energy Group. Created investment recommendations on more than 30 Oil & Gas and Coal companies including building models, interviewing management teams and evaluating sell-side research in support of a $300 million Long Short Equity portfolio

Created extensive financial models, managed project information flow, performed detailed research, and led junior analysts on more than 40 projects which included acquisitions, divestitures, financings and a management buyout