Experience

Syon Capital

• United States
• Financial Services
• 1 - 100 Employee

• Senior Manager - Strategic & Wealth Planning

  • Sep 2022 - Present

  San Francisco, California, United States Primary point of contact for clients seeking strategic planning and investment advice. Lead client meetings covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Support team's investment management strategy through portfolio analysis and portfolio management. Propose client recommendations/changes based on client goals, risk tolerance, time horizon and objectives.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Relationship Manager

  • May 2022 - Sep 2022

  San Francisco, California, United States Served as main point of contact to clients seeking strategic planning and investment advice. Led client meetings covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Supported team's investment management strategy through portfolio analysis and portfolio management. Proposed client recommendations/changes based on client goals, risk tolerance, time horizon and objectives.

• Private Banking and Investment Group Analyst

  • Feb 2018 - May 2022

  San Francisco Work with ultra-high-net-worth individuals on complex strategies such as premium forward swaps and interest rate swaps. Review client portfolios and performance reports in annual meetings and discuss ongoing investment strategies and outlook. Prepare investment proposals for prospects and introduce them to our investment approach and service offerings. Fund, invest, and distribute Donor Advised Fund portfolios to 501(c)(3) organizations. Trade equity, fixed income, and derivative securities as… Show more Work with ultra-high-net-worth individuals on complex strategies such as premium forward swaps and interest rate swaps. Review client portfolios and performance reports in annual meetings and discuss ongoing investment strategies and outlook. Prepare investment proposals for prospects and introduce them to our investment approach and service offerings. Fund, invest, and distribute Donor Advised Fund portfolios to 501(c)(3) organizations. Trade equity, fixed income, and derivative securities as well as IPOs. Run sensitivity analysis to determine maintenance calls on uncovered option contracts as well as other margin strategies.

• Global Wealth & Investment Management Associate

  • Jan 2017 - Jan 2018

  Beverly Hills Used factor back testing and equity scoring model functions on Bloomberg terminals to identify investment opportunities. Constructed client balance sheets, income statements, and private equity and hedge fund capital commitment lists. Researched investment company products and integrated funds satisfying our investment objectives into client portfolios. Modeled external portfolios using Bloomberg BBU and PORT functions to compare total returns to our managed portfolios.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Global Wealth & Investment Management Intern

  • Sep 2015 - Jun 2016

  Beverly Hills Prepared all materials used by my Financial Advisors during their annual reviews and prospect meetings. Processed account journal entries as well as domestic and international wires. Directed the group’s prospecting and business development efforts and opened over 50 accounts for new and existing clients. Processed the team’s expense reports, outbound mailing campaigns, and ACAT system transfers between brokers.



Crest Point LLC

• Investment Management
• 1 - 100 Employee

• Associate Director

  • Aug 2015 - Sep 2015

  Greater Los Angeles Area Analyzed industry and company data while preparing weekly reports that assessed the feasibility of investment opportunities. Managed the recruitment of top talent, trained new interns, and administered the daily business operations of the office. Generated 30% more investment opportunities by implementing strategies that streamlined the search fund process.

• Associate

  • Jun 2015 - Aug 2015

  Greater Los Angeles Area Conducted industry research and developed reports that helped the investment fund select segments of interest. Generated target lists, draft correspondence, and conducted broker and owner outreach to increase deal flow sourcing. Sourced 40% more qualified leads than fellow interns by developing a research process that efficiently identified acquisition targets for investment feasibility.