Senior Consultant, Strategy & Technology

• Aug 2022 - Present

Consultant, Strategy & Technology

• Aug 2021 - Aug 2022

Associate Consultant, Strategy & Technology

• Sep 2020 - Aug 2021

Portfolio Manager

• Jul 2017 - Present

- Currently managing a portfolio with investments across the technology / digital asset space - Participating with long-term focus in several private token sales including WAX, NeonExchange, Lottery.com, Galaxy, and Hashgraph - Actively participating in liquid yield generating strategies across the DeFi landscape - Conducted investment research resulting in over 1500% growth - Currently managing a portfolio with investments across the technology / digital asset space - Participating with long-term focus in several private token sales including WAX, NeonExchange, Lottery.com, Galaxy, and Hashgraph - Actively participating in liquid yield generating strategies across the DeFi landscape - Conducted investment research resulting in over 1500% growth

Credit Analyst Intern

• Jun 2019 - Aug 2019

- Summer Credit Analyst on the fixed income funds group. - Monitored and analyzed 10 funds over the course of the summer. - Built models and analyzed credit criteria for a new issue credit rating. - Conducted and compiled various research reports: - Historical pricing of agency bonds over 30 and 90 day maturities, and their relative credit risk. - Local government investment pool market research. - Distinguishing credit factors in top yielding money market funds across 30+ geographies. Show less

Software Engineering Intern

• Sep 2017 - Dec 2017

- Worked in a cross functional role with the IOx network infrastructure software engineering and product management teams - Front-End & Back-End Development: - Developed a multi-application configuration tool on Cisco’s Fog Director application management software - Optimized the tool’s back-end to interact with Fog Director’s application database using REST APIs - Designed and developed a front-end interface to simplify how customers configure applications on IoT devices at scale - Product Management: - Developed and presented workflows to integrate an application hosting framework on Cisco’s DNA center - Analyzed competitor business models to determine new monetization strategies with DNA center Show less

Private Wealth Management Intern

• Jul 2017 - Aug 2017

Worked directly with the FCG group to manage current portfolio accounts and acquire new clients. Over the course of the summer, I prepared client portfolio reports, performed due diligence reports on underweight holdings, attended conference calls/meetings with equity strategists, and conducted investment research on potential portfolio purchases. At the end of the summer, I presented an equity pitch to the management recommending a position they should add to their portfolios. Worked directly with the FCG group to manage current portfolio accounts and acquire new clients. Over the course of the summer, I prepared client portfolio reports, performed due diligence reports on underweight holdings, attended conference calls/meetings with equity strategists, and conducted investment research on potential portfolio purchases. At the end of the summer, I presented an equity pitch to the management recommending a position they should add to their portfolios.

Consultant

• Feb 2016 - May 2017

The Claremont Consulting Group (CCG) is a student-run, revenue-generating consulting firm. A highly selective group with a 10% admission rate, CCG leverages the analytical capabilities from a collection of the best minds at Claremont McKenna College. CCG tackles projects ranging from high-level strategy development (e.g. go-to-market strategies) to specific needs (e.g. SEO & Web Analytics). CCG has provided value for an array of clientele, from early-stage startups to large corporations. As a consultant, I worked on projects with clients in industries ranging from online retail to global pension planning. I directly increased Google AdWords click through rates for an online athletics retailer by 700% with ad campaign optimization strategies. On another project, I analyzed the fee spread between pension funds and independent external fund managers to help a pension auto enrollment company, based out of the UK, increase their bottom line. Show less

Research Assistant

• May 2016 - Jun 2016

The World Policy Institute is a New York-based research institute which focuses on the challenges and opportunities of an increasingly connected world. Over the course of the summer, I worked on one of their new projects: an analysis into the effects of a sugar tax on the global economy. As a research assistant, I conducted state of the field research as well as put together a comprehensive funding proposal for a global conference that would create the framework for public officials from around the world to implement the correct taxation structure. Show less

Intern

• Jun 2014 - Aug 2014

I worked with a team of Java Development Kit (JDK) developers to identify and resolve bugs in the code for Java 9. Over the course of the internship, I resolved 4 bugs, and received an official contributor license. I worked with a team of Java Development Kit (JDK) developers to identify and resolve bugs in the code for Java 9. Over the course of the internship, I resolved 4 bugs, and received an official contributor license.

Project Coordinator

• Jun 2014 - Aug 2014

Code for India (CFI) is a "tech community" founded in the Silicon Valley, that partners with non-profits and NGOs on projects that will enable them to execute faster on the ground. CFI's projects are highly vetted and are aimed to solve real world problems that are non-profit partners are facing. Since its inception, CFI has helped build technology solutions for NGOs working on issues like elections, city governance, women safety, education, and many others in order to help them operate more efficiently, reduce turn around times and reach greater masses. I worked directly with team members to develop a new work flow model in order to simplify the process of navigation on the website. I coordinated the development of the new website from the ground up to boost user engagement through the inclusion of collaborative technology. Show less