Experience

ProcurementIQ

• United States
• Market Research
• 1 - 100 Employee

• Senior Business Research Analyst

  • Aug 2017 - 6 years 5 months

  San Francisco Bay Area [Formerly IBISWorld Procurement] • Analyze macroeconomic, demographic and industry-specific financial data to identify and clearly communicate key business trends. • Custom research project management for Fortune 500 clients. • Write economic research reports and forecast trends to advise clients on strategic purchasing for software, financial services and industrial machinery markets. • Research and author media articles on electronic product markets.



UCI Esports

• United States
• Higher Education
• 1 - 100 Employee

• Strategic Advisor

  • Mar 2016 - Jan 2018

  Irvine, CA



Amerigo Capital

• United States
• Investment Management
• 1 - 100 Employee

• Private Equity Analyst Intern

  • Oct 2016 - Aug 2017

  Irvine, CA Amerigo Capital is a private equity firm focused on control investments in market-leading companies with niche business models across the U.S. Responsible for buy side processes including potential acquisition screening, initial outreach, due diligence, financial modeling, and developing management presentations.



The Innovation Institute

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Investment Banking Intern

  • Apr 2016 - Jul 2016

  Newport Beach, CA Assisted the Chief Investment Officer in the design, marketing and execution of venture capital investment funds targeting healthcare related innovation. • Analyzed and performed due diligence on acquisition candidates including financial forecast models, industry analysis, and benchmarking against similar companies which contributed to C-level decision making. • Co-authored multiple articles focused on healthcare related innovation and impact investing which were published in widely… Show more Assisted the Chief Investment Officer in the design, marketing and execution of venture capital investment funds targeting healthcare related innovation. • Analyzed and performed due diligence on acquisition candidates including financial forecast models, industry analysis, and benchmarking against similar companies which contributed to C-level decision making. • Co-authored multiple articles focused on healthcare related innovation and impact investing which were published in widely distributed financial and investment news sites. Show less



ROTH Capital Partners (ROTH MKM)

• United States
• Investment Banking
• 100 - 200 Employee

• Equity Research MBA Intern

  • Jun 2015 - Dec 2015

  Irvine, CA Performed sell-side equity research at a respected investment bank. • Maintained market intelligence system and provided ongoing monitoring of the Cleantech and automotive industries. • Developed full-circle financial models and conducted financial statement analysis to generate earnings forecasts and research reports for companies.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Licensed Personal Banker

  • Jun 2009 - Aug 2014

  Long Beach, CA Met with clients to assess financial needs. Acquired, retained, and expanded new and existing investment, loan, and deposit account relationships.