Associate

• Oct 2022 - Present

Create and present thorough stock pitch decks and financial models (including DCF analysis) for publicly-traded companies to determine investment in a student-run fund. Completed a rigorous 8-week training program, developing competencies in accounting, valuation, capital structure, and value investing. Selected out of 300+ UCLA students (~3% acceptance rate). Create and present thorough stock pitch decks and financial models (including DCF analysis) for publicly-traded companies to determine investment in a student-run fund. Completed a rigorous 8-week training program, developing competencies in accounting, valuation, capital structure, and value investing. Selected out of 300+ UCLA students (~3% acceptance rate).

Corporate & Investment Bank: Freshman Focus Event

• Oct 2022 - Oct 2022

Managing Director

• Aug 2019 - Jun 2022

Led the 11-member Sage Hill Student-Led Investment Club in actively managing a portfolio valued at over $150,000 through qualitative company stock pitches and market analysis. Spearheaded the 2021 and 2022 application processes for prospective members: reviewed/evaluated resumes and conducted both in-person and virtual interviews. Led the 11-member Sage Hill Student-Led Investment Club in actively managing a portfolio valued at over $150,000 through qualitative company stock pitches and market analysis. Spearheaded the 2021 and 2022 application processes for prospective members: reviewed/evaluated resumes and conducted both in-person and virtual interviews.

High School Financial Services Intern

• Aug 2021 - Aug 2021

Collaborated with a team of college interns to complete assigned projects and generate reports to support financial advisors and office administration in portfolio management and client services. Researched and analyzed data in Excel regarding financial markets, firm recruiting, and customer services, resulting in updated office resources and new company leadership. Collaborated with a team of college interns to complete assigned projects and generate reports to support financial advisors and office administration in portfolio management and client services. Researched and analyzed data in Excel regarding financial markets, firm recruiting, and customer services, resulting in updated office resources and new company leadership.

Mathematics Tutor and Administrative Assistant

• Jun 2020 - Aug 2020

Helped foster a deeper understanding of mathematics (both in-person and virtually) by guiding 20+ individual students’ learning efforts to maximize comprehension and knowledge retention. Contributed to the management of business operations: opening and closing, actively seeking potential clientele, and clearly communicating with existing patrons to best accommodate their needs, ultimately registering 5+ new students. Helped foster a deeper understanding of mathematics (both in-person and virtually) by guiding 20+ individual students’ learning efforts to maximize comprehension and knowledge retention. Contributed to the management of business operations: opening and closing, actively seeking potential clientele, and clearly communicating with existing patrons to best accommodate their needs, ultimately registering 5+ new students.