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Market-Based Solutions to Vital Economic Issues

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Kenan Institute 2024 Grand Challenge: Business Resilience
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Market-Based Solutions to Vital Economic Issues

Background

I grew up in Williamsburg, Virginia, and attended the University of Virginia as an undergraduate where I studied finance and marketing. I moved to Arlington, Virginia, after graduation where I lived for the last six years. While in Arlington, I attended Georgetown University on a part time basis and received my Masters of Science in Finance degree.

Career Path

After graduating from UVA, I worked at Accenture for three years in their finance department. I was responsible for managing the finances of a portfolio of projects and working with managing directors to help them understand what factors drove their projects financially and how they could better manage them. After graduating from Georgetown, I received a job offer from KPMG to work as a management consultant. For the past three years, I worked with the Department of Defense on an audit readiness engagement, helping our client work through their first public audit. The team I lead helped create various software programs to meet all of our client’s data needs, consisting of everything from ad hoc reporting to compiling their financial statements on a monthly basis. We processed hundreds of millions of accounting transactions covering trillions of dollars of financial activity every month. Additionally, during the three years I worked at KPMG, I also studied for and completed the CFA curriculum.

Interests and Hobbies

As a Kenan Scholar, I will be working on the Capital Provider Database and NC Private Capital Landscape project through which I will help build a database with information regarding statewide historical deal flow. This database will allow us to track investments in North Carolina-headquartered companies in high growth, high impact sectors. I am interested in the intersection of finance and technology and data and how we can leverage new data tools and methodologies to help companies make better financial decisions. In my free time I like to read, exercise, paint, and cook.