About Me

I am an enterprising, detail-oriented, and intellectually curious investment banker and advisor. I work in power cost strategy at PGE and act as a strategic advisor to lower middle market businesses through Impact Exit Partners in my spare time.


I like to code.

I coded and designed this website (from a template) using HTML/CSS and have learned the basics of HTML/CSS, Python and SQL. I continue to develop my coding skillset, and am currently focused on Python.

You can check out my (rarely updated) Github here and another website I built here.

Select Project Highlights

Fortifying the Future of a Software Design and Development Company

Category: Strategic Planning, Project Management, and Financial Modeling

Alongside the founder and CEO, I created a report detailing market activity and valuation drivers, which then informed a new business plan and direction for the company. I developed the report and met monthly with the owner. Here's more information about the company.


Using Innovative Finance to Transition Well-Known PNW Company

Category: Strategic Planning, Project Management, and Financial Modeling

Alongside Grand Central Bakery's Chief Financial Officer, I built and presented a complex recapitalization and valuation model for 6 business owners looking to transition their company to become trust-owned. I project managed the deliverable creation process, which included developing a new type of financial model. Here's more information about the company and the transition.


Orca Capital Inc. Advises Sale of 30 SECONDS® Cleaners

Category: Strategic Planning, Project Management, and Financial Modeling

I was part of the core deal team that sold the consumer products company 30 Seconds Cleaners. I helped on every aspect of this deal: from financial analysis to pitching to building CIMs and management presentations to due diligence and post-close working capital adjustments. Read more here.




Design-Thinking: Persona Development for a $95 Million Renovation

Category: UX/UI Strategy & Research

I led a team of 4 consultants in a design-thinking project that involved online survey development & deployment, interviews, focus groups and persona development. Our deliverable helped influence the $95 million renovation plans of the University of Oregon's Erb Memorial Union. Read more here.


Mapping an Ecosystem: Moving VertueLab from Spreadsheets to Airtable

Category: Strategic Planning and Information Technology

I worked with the Director of Impact Investing at a non-profit to help transfer their customer relationship database (which was in Google Sheets) to a new CRM system called Airtable. In the process, I updated and cleaned the data and provided a list of top prospects.


Thanks for Reading!

Hope to hear from you.