Finance professional and U.S. Army veteran with experience spanning fundamental investment research, financial analysis, nonprofit finance, and mission-critical operations. Skilled in evaluating company fundamentals, valuation, industry dynamics, and risk to develop investment theses and support informed capital allocation decisions.
Professional experience
Coronado Historical Association
Executive & Finance Assistant
Support accrual-based accounting operations in QuickBooks Online, including transaction recording, journal entries, bill processing, and monthly reconciliations.
Prepare financial reports, supporting schedules, and Board materials to support budgeting, planning, and executive decision-making.
Maintain audit trails and financial documentation while supporting compliance for restricted and unrestricted nonprofit funds.
LightEdge Solutions
Data Center Network Operations Technician
Support daily data center operations by monitoring infrastructure, coordinating service requests, and maintaining records across network and facility systems.
Assist cloud and colocation customers through equipment tracking, access coordination, ticket updates, and operational issue resolution.
Maintain records for installs, removals, migrations, maintenance, assets, and work orders to support compliance and audit readiness.
Coordinate with network, facilities, security, and customer support teams to resolve discrepancies and maintain service continuity.
Coordinated fuel supply operations supporting aviation and ground missions while maintaining inventory, storage, accountability, and documentation.
Supported operational planning through fuel deliveries, equipment movement, supply requests, and aviation-support documentation.
Assisted with tracking and reporting more than $10 million in operational expenditures, financial transactions, reconciliations, budgets, and compliance records.
Prepared financial reports and supported leadership with budgeting and cost monitoring.
Wilgus Associates
Junior Reconciliation Accountant
Maintained ledger accounts, processed transactions, and performed bank reconciliations to ensure accuracy.
Investigated discrepancies between financial reports and supporting documentation and assisted with month-end close.
Implemented automated reconciliation processes that reduced reconciliation time by 50%.