Portfolio Associate

• Jul 2023 - Present

Investment Analyst

• Feb 2021 - Jul 2023

Multi-Asset Solutions Group, GSAM Multi-Asset Solutions Group, GSAM

Market Data & Research Finance

• Sep 2020 - Feb 2021

Campus Ambassador

• May 2019 - Apr 2020

Responsible for coordinating informational events to promote Wiley’s CFA, CPA, & CMA exam prep material to Finance, Accounting, and Management students at UH Mānoa Responsible for coordinating informational events to promote Wiley’s CFA, CPA, & CMA exam prep material to Finance, Accounting, and Management students at UH Mānoa

Student

• Sep 2018 - Aug 2019

Non-profit organization providing an intensive financial training program designed to teach and apply Wall-Street training through financial modeling, accounting, and deal engagements • Advisory Services Training and in the process of learning DCF Valuation • Venture Capital Industry Analysis, Forward EPS Modeling, and Relative Valuation • Perform company analysis by creating forward EPS models, equity research reports, and pitchbook decks to present trade recommendations to the investment committee Show less

CFA Institute Research Challenge - Americas Regional

• Dec 2018 - Apr 2019

Annual global competition that provides university students with hands-on mentoring and rigorous training in financial analysis • Selected to participate in a five-member team to develop an equity research report and presentation on Howard Hughes Corporation (NYSE: HHC) • Analyze valuation methodologies and factors to build an accurate valuation model for a publicly traded real estate development company Annual global competition that provides university students with hands-on mentoring and rigorous training in financial analysis • Selected to participate in a five-member team to develop an equity research report and presentation on Howard Hughes Corporation (NYSE: HHC) • Analyze valuation methodologies and factors to build an accurate valuation model for a publicly traded real estate development company

Finalist

• Nov 2018 - Mar 2019

2018-19 NIBC Undergraduate Division Compile a corporate valuation, strategic overview, and deal ready pitchbook of Tapestry, Inc. (NYSE: TPR) for presentation to industry professionals. 2018-19 NIBC Undergraduate Division Compile a corporate valuation, strategic overview, and deal ready pitchbook of Tapestry, Inc. (NYSE: TPR) for presentation to industry professionals.