Experience

Harvey & Company LLC

• United States
• Financial Services
• 100 - 200 Employee

• • Jan 2021 - Present

  • Work closely with various private equity funds to spearhead targeted platform and add-on strategies for their growth and acquisition initiatives• Industries of focus: industrial manufacturing/finishing (aerospace), industrial safety services, commercial mechanical/facility services, fire life safety, essential home services, and environmental services

• • Jan 2020 - Jan 2021

• • Feb 2019 - Jan 2020

• • Sep 2018 - Feb 2019



Titan Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Equity Analyst Intern and Student Portfolio Manager

  • Mar 2017 - May 2018

  • Actively managed a portion of CSUF’s endowment fund with $1.9 million under management. • Achieved a portfolio return of 16.70% and an alpha of 8.24% relative to the S&P 500 (Sept. 2017 to May 2018). • Generated buy/sell/short reports through extensive financial analysis with discounted cash flow models as well as weekly portfolio performance reports, weekly market recaps, attribution reports, and quarterly reports. • Presented buy/sell/short ideas to team members and the endowment fund’s Board of Directors. The Applied Securities Analysis Program (ASAP) is a 12 month program where student members gain hands-on investment and security analysis experience by managing a portfolio funded by the CSUF Philanthropic Foundation with support from generous donations of CSUF alumni. Show less



The Darkroom

• San Clemente, CA

• Lab Technician and Marketing Assistant

  • Apr 2009 - Apr 2018