Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Modeling
Investor Relations
M&A Support
Regulatory Compliance
Strategic Planning
Venture Capital Investing
Financial Due Diligence
Budgeting
Product Design
Software Skills
Microsoft Excel
Microsoft PowerPoint
Sector Experience
Financial Services
Manufacturing
Retail
Experience
OPTODEX
Start-Up
Founder
12/2021 - Present
• Founded a consumer health product company (optodex.com) focused on modernizing contact lens care through ergonomic, design-forward tools for insertion, removal, and hygiene.
• Developed and filed international IP through managing a cross-functional team spanning product design, industrial engineering, and regulatory compliance to bring a DTC med device from concept to commercialization.
• Directed core operational systems spanning FDA Class II regulatory strategy, vendor and manufacturing oversight, and commercialization execution; built scalable infrastructure for product distribution, while coordinating cross-functional teams to align legal, financial, and supply chain functions with startup growth goals.
• Raised $800k pre-seed capital independently, defined the company's vision and positioning, and drove execution across brand identity, customer acquisition, and e-commerce infrastructure.
• Developed and filed international IP through managing a cross-functional team spanning product design, industrial engineering, and regulatory compliance to bring a DTC med device from concept to commercialization.
• Directed core operational systems spanning FDA Class II regulatory strategy, vendor and manufacturing oversight, and commercialization execution; built scalable infrastructure for product distribution, while coordinating cross-functional teams to align legal, financial, and supply chain functions with startup growth goals.
• Raised $800k pre-seed capital independently, defined the company's vision and positioning, and drove execution across brand identity, customer acquisition, and e-commerce infrastructure.
Black Oak Capital Partners
Finance
Vice President- Underwriting
3/2021 - 10/2023
• Led cross-functional deal teams through the full underwriting lifecycle: sourced proprietary deal flow, led diligence and financial modeling team, conducted site visits, and built investment theses across multiple verticals.
• Oversaw fund-level financial operations, including LP capital management, fund accounting, investor reporting, and compliance, ensuring accuracy and audit readiness.
• Built and managed high-performing teams across underwriting, diligence, and portfolio support functions, mentoring analysts and coordinating external advisors to drive efficient deal execution.
• Oversaw fund-level financial operations, including LP capital management, fund accounting, investor reporting, and compliance, ensuring accuracy and audit readiness.
• Built and managed high-performing teams across underwriting, diligence, and portfolio support functions, mentoring analysts and coordinating external advisors to drive efficient deal execution.
Premara Group
Finance
M&A Associate
10/2021 - 2/2022
• Partnered with founder-led, middle-market companies to guide strategic exits, leveraging both financial and operational insights to drive premium valuations.
• Executed full-cycle sell-side M&A processes: valuation, market outreach, buyer screening, and deal structuring through close.
• Executed full-cycle sell-side M&A processes: valuation, market outreach, buyer screening, and deal structuring through close.
Black Oak Capital Partners
Finance
Private Equity Senior Analyst
1/2020 - 10/2021
• Led diligence and underwriting processes across new and add-on investments in middle-market businesses.
• Contributed to fundraising efforts by preparing investor-facing materials and pitching co-investment opportunities to limited partners.
• Negotiated and structured LOIs, term sheets, and deal documentation with founders and advisors; supported legal and financial close processes.
• Contributed to fundraising efforts by preparing investor-facing materials and pitching co-investment opportunities to limited partners.
• Negotiated and structured LOIs, term sheets, and deal documentation with founders and advisors; supported legal and financial close processes.
Black Oak Capital Partners
Finance
Private Equity Analyst
1/2020 - 10/2021
• Gained early responsibility in a lean team environment, developing financial models, investment theses, and market assessments across manufacturing, services, and consumer verticals.
Black Oak Capital Partners
Finance
Private Equity Intern
3/2019 - 12/2019
• Built pitch decks, contributed to investment committee materials, and developed foundational understanding of PE underwriting and deal processes.