Levi Pettit
MBA Candidate
Professional Status
Employed
Open to opportunities
About Me
Levi Pettit is an MBA student at Pepperdine Graziadio Business School with a strong foundation in investment management and banking. Before his MBA, he worked as an Investment Associate at a single-family office, managing private equity and venture capital investments. His role included evaluating new opportunities, conducting due diligence, and monitoring portfolio performance. Levi’s career began in commercial banking as an Enterprise Risk Management Analyst, followed by a position as a Credit Analyst at Veritex Bank. He graduated Magna Cum Laude from The University of Texas at Dallas with a double major in Finance and Economics and was captain of the men’s golf team for two seasons. As a student-athlete, he earned recognition as a two-time Cleveland/Srixon Academic All-America Scholar. Levi is also a CFA® charterholder.
Investment Associate
Merritt Plus Capital Partners
July 2019
to August 2023
- Managed a first-generation, single-family office portfolio of alternative investments including commercial real estate, private equity, and venture capital investments
- Evaluated opportunities via internal underwriting process by developing financial models and investment
- Worked directly with 4 management teams of portfolio companies by providing corporate finance expertise for capital market transactions and internal FP&A
Credit Analyst
Veritex Community Bank
December 2018
to July 2019
- Led underwriting process for prospective middle market borrowers by preparing credit assessment memorandums for senior credit officers and executive committees to support the decision-making process for
over 30 transactions - Performed extensive financial statement analysis using financial models for over $100 million of C&I and CRE loans
Enterprise Risk Management Analyst
Independent Financial
August 2018
to November 2018
- Created over 20 KRIs for strategic development, implementation, and execution of the bank’s Enterprise Risk Program
