Experience
Meritus Ventures, LP and The Southern Appalachian Fund, LP – Oak Ridge, Tennessee
Analyst (May 2007 – Present)
Meritus Ventures is a vintage 2006 venture fund targeting expansion and growth-stage equity investment opportunities. The Southern Appalachian Fund is a vintage 2003 venture fund that targeted early and expansion-stage equity investment opportunities. These funds are managed by the same team and represent approximately $50 million of capital under management with a target of eight companies per portfolio. Responsibilities include deal sourcing, due diligence, financial modeling, writing term sheets and agreements, opportunity analysis, and operational assistance to portfolio companies.
LeadAmerica – Boca Raton, Florida
Senior Program Coordinator & Manager (September 2005 – July 2006)
Program Coordinator (April 2003 – September 2005)
LeadAmerica is an education and leadership development company focused on high performing students in middle and high school. The company uses a unique leadership and character development curriculum to challenge students with personal and professional growth. Responsibilities included content and product development, project management, business development, budget, hiring, and training.
University of Tennessee – Knoxville, Tennessee – December 2007
Master of Business Administration: Finance & Entrepreneurship (3.8 GPA)
University of North Alabama – Florence, Alabama – May 2003
Bachelor of Science: English & Criminal Justice
Pepperdine University – 2011 Executive Certificate in Private Capital Markets
National Association of Small Business Investment Companies (NASBIC) – 2008 Venture Capital Institute
University of Tennessee – 2007 MBA Leadership Award
University of Tennessee – 2007 Financial Management Association Fellowship
