Experience

Bridging Finance and Technology—from venture capital analysis to building SaaS products.

Venture Analyst

Serval Ventures
Jan 2026 - Present
New York City, NY (Remote)

Analyzing and sourcing early-stage deep-tech and AI startups. Leading portfolio support, market research, and due diligence for venture investments.

Financial ModelingDue DiligenceMarket Research

Investment Banking Analyst

KCC Capital Partners
Dec 2025 - Present
Newport Beach, CA (Remote)

Supporting M&A transaction execution and deal sourcing for middle-market companies. Conducting financial analysis and preparing presentation materials for live transactions.

DCF AnalysisExcelM&A Analysis

Founder & Chief Strategy Officer

Turbo Lobster, LLC
2025 - Present
Provo, UT

Leading business strategy, financial planning, and go-to-market execution for a portfolio of innovative SaaS ventures. Managing fundraising, market analysis, and strategic partnerships.

Business StrategyProduct ManagementFundraising

Deal Flow Investment Banking Intern

Acquisition Network
Sep 2025 - Dec 2025
Provo, UT

Sourced and evaluated acquisition opportunities for private equity and strategic buyers. Built financial models to assess target company valuations.

Comparable AnalysisExcelFinancial Modeling

Financial Analysis Intern

Your Life Legacy
May 2025 - Aug 2025
Provo, UT

Developed financial statements and performed valuation analysis to support strategic decision-making and growth initiatives.

Financial StatementsDCF AnalysisValuation

Marriott School of Business

Brigham Young University
Expected Apr 2027
Provo, UT

Pre-Business Student with a focus on Finance and Technology. GPA 3.76/4.00. Active member of Finance Society, PE/VC Society, and Investment Banking Society.

ExcelVBASQLFinancial ModelingPython