As Senior Associate – Portfolio Management, Shaun supports a number of post-investment services include portfolio accounting, investment valuation, documentation management, and portfolio company management including, requisite approval items, financial statement analysis, and evaluation of portfolio company performance versus plan.
In addition, he reviews investment files for thoroughness and completeness and funding program compliance.
Shaun graduated from the University of Oklahoma with a Bachelor of Business Administration Degree, with emphases in Economics and Supply Chain Management. As a Project Leader for developing comprehensive business reports for a variety of companies, he has demonstrated his strong mathematical and analytical skills. Shaun has previous experience in the local manufacturing industry working in Inventory Control. He has also worked with non-profit adult education services at Moore Norman Technology Center.