Experience (Professional)
2025 - Present
Clearwater Analytics - Account Manager
I actively lead a team of analysts in resolving complex reconciliation and valuation issues and regularly meet with Investment Managers, CFOs, and CEOs, to ensure that the our complex and nuanced financial instruments are aptly modeled and valued. I have been noted and praised by clients and lead figures for my ability to resolve ongoing headaches and issues with their portfolios, and my showcasing of the Clearwater product has led to expanded ARR and increased client usage.
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I've co-led on several projects and committees to ensure client satisfaction and Clearwater growth. (Notably Revenue Defense and Client Engagement). Both have been met with extreme success and the approaches used have been expanded across the firm.
2024 - 2025
Clearwater Analytics - Lead Associate
My work on the "Insurance Top 50" team within Clearwater places me in frequent contact with clients that have varying needs and wants when utilizing the unique Clearwater software and where I assist in ensuring that the end-data and product that is client-facing matches and accurately portrays what is needed. As Clearwater utilizes a number of unique platforms and processes, this necessitates that I be able to both understand the client's end goal as well as effectively communicate what this goal is and how we wish to achieve it to internal team members and - similarly - translate and communicate how Clearwater can match and reach the client's current goals to the clients themselves.
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I regularly meet with clients to discuss how we are currently meeting their needs and have hosted many real-time demonstrations on the usage of our product. I firmly believe in cultivating a strong professional relationship with clients by demonstrating dependability and showcasing genuine care for their needs. I am proud to say a number of clients have actively voiced their appreciation with having me on their servicing team.
2015 - 2024
St. Luke's Regional Health System - Supervisor
I supervised the highest volume diagnostic lab within the region and managed the back office operations and supply chains tied to it. I regularly met with medical supply providers and collaborated with external partners regarding instrumentation and supply costs. Additionally, I managed a highly technical team and ensured that critical deadlines were consistently met. My tenure in healthcare (particularly, in a position that so heavily presented both front office and back office facing responsibilities) has provided me with a deep understanding of the healthcare industry, regulations, and hurdles facing it. I successfully managed my team through the COVID-19 crisis.
Experience (Academia)
Fall, 2022 - Current
Adjunct Faculty
Boise State University - Economics
I serve as an Adjunct Lecturer where I instruct classes of 40+ undergraduate students on economic analysis and theories. I take a teaching approach that attempts to create a solid and cemented understanding of the concepts and theories, and then showcases the applications and practices used. (Flatteringly, students have voiced that they wished I had lectured some of their other courses.)
Researcher - Prof. Geoffrey Black
Research performed under Principal Investigator Prof. Geoffrey Black and in collaboration with the U.S. Department of Energy focused on the market analysis for Small Modular Reactors (SMRs). A recently completed publication examined the global market for SMRs in relation to alternate forms of energy production and reviewed market feasibility domestically and globally. Additional work examined levelized cost of electricity production from multiple generation sources, complete with uniquely created LCOE calculations and valuations.
Researcher - Prof. Stephanie Lenhart
Research performed under Principal Investigator Prof. Stephanie Lenhart and in collaboration with researchers at Duke University and Alaska Energy Authority focused on the role of energy cooperatives within Alaska and how evolving policy proposals view and account for these cooperatives. Work also delved into market relations due to infrastructure and grid set-up, and research successfully garnered a fellowship from the Energy Policy Institute.
Research Assistant - Prof. William Hughes
Work focused on the synthesis, attachment, and measurement of quantum dot and/or gold nanoparticle arrays along formed DNA scaffolds (commonly called "DNA Origami"). Work performed culminated in a co-authorship on an article published in Nano Letters (an American Chemical Society publication).