Experience

BluePointe Capital

• United States
• Investment Management
• 1 - 100 Employee

• Wealth Advisor

  • Aug 2020 - Present

  Foster City, California, United States BluePointe Capital Management is an SEC-registered independent fee-only advisory firm located in Foster City, CA. We have a great deal of pride in serving the successful entrepreneurs and business professionals in the Bay Area. We see it as our mission to help our community by developing financial plans that protect them from undue risk, create opportunity, and allow them to grow their wealth for the benefit of their businesses and their families. As business owners ourselves, we… Show more BluePointe Capital Management is an SEC-registered independent fee-only advisory firm located in Foster City, CA. We have a great deal of pride in serving the successful entrepreneurs and business professionals in the Bay Area. We see it as our mission to help our community by developing financial plans that protect them from undue risk, create opportunity, and allow them to grow their wealth for the benefit of their businesses and their families. As business owners ourselves, we approach our work with a deep sense of empathy for the entrepreneurs and business professional we serve. Our team concentrates on the financial challenges top executives typically face, and explores solutions such as generational wealth transfer and tax minimization, as well as hedging and monetization strategies for concentrated stock positions. Show less



Gates Millennium Scholars Alumni Association

• Chapter Lead - San Francisco Bay Area

  • Jan 2020 - Jun 2022

  San Francisco, California, United States



Fisher Investments

• United States
• Financial Services
• 700 & Above Employee

• Investment Counselor

  • May 2019 - Jul 2020

  San Mateo



Gates Millennium Scholars Alumni Association

• Regional Advisor - Southern California

  • Nov 2016 - Apr 2019

  Greater San Diego Area



Duncan Financial

• United States
• Financial Services

• Investment Advisor Representative

  • Sep 2015 - Mar 2019

  San Diego, California Duncan Financial is an independent financial services firm committed to providing its clients with a straightforward approach to investment planning. Duncan Financial delivers Independent Investment Advice that is designed to help investors meet their short-term and long-term investment and retirement goals, uncompromised by proprietary interests. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a… Show more Duncan Financial is an independent financial services firm committed to providing its clients with a straightforward approach to investment planning. Duncan Financial delivers Independent Investment Advice that is designed to help investors meet their short-term and long-term investment and retirement goals, uncompromised by proprietary interests. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Securities offered through Securities America, Inc., Member FINRA(finra.org)/SIPC(www.sipc.org). Advisory services offered through Securities America Advisors, Inc. Duncan Financial and the Securities America companies are separate entities. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst - Commercial Banking

  • Jun 2014 - Jul 2015

  San Francisco, California Our customers are businesses with annual revenues of $20 million to $500+ million, including manufacturers, wholesalers, retailers, distributors, importers, and service companies. Wells Fargo has the highest market share of middle-market company relationships. We also have expertise in and services tailored for specific industries, including beverage, food and agribusiness, technology, healthcare, government, higher education, clean technology, and environmental services.



Gates Millennium Scholars Program

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Gates Millennium Scholar

  • 2009 - 2014

  I was selected out of a pool of 70,000 applicants to receive the Gates Millennium Scholarship. The scholarship covers students' academic pursuits for five years in any major, and provides full funding for a PhD in any S.T.E.M. field at any accredited academic institution in the United States.



University of California, Berkeley

• United States
• Higher Education
• 700 & Above Employee

• Undergraduate

  • 2009 - 2014

  Double Major: Business Administration; Economics



BluePointe Capital

• United States
• Investment Management
• 1 - 100 Employee

• Financial Analyst

  • Jun 2013 - Oct 2013

  San Mateo • Conducted due diligence research for the firm, analyzing private equity funds, hedge funds, ETF’s and start-ups as potential investment opportunities for clients • Created automated fund fact sheets in Excel—populated with mutual fund data pulled from Pertrac—that displayed different risk characteristics, benchmark comparisons, and statistical measures customized according to the fund’s investment objective and the client's goals/risk tolerance • Gained proficiency in using… Show more • Conducted due diligence research for the firm, analyzing private equity funds, hedge funds, ETF’s and start-ups as potential investment opportunities for clients • Created automated fund fact sheets in Excel—populated with mutual fund data pulled from Pertrac—that displayed different risk characteristics, benchmark comparisons, and statistical measures customized according to the fund’s investment objective and the client's goals/risk tolerance • Gained proficiency in using Pertrac to pull performance data and generate risk statistics for use in analysis Show less



FindAFrat

• Co-CEO

  • Mar 2012 - Aug 2013

  Berkeley, Ca • Launched a small business that connected students vacationing in the US from the EU with fraternities and other rental agencies seeking short-term summer boarders • Contacted landlords and property management companies and negotiated reasonable prices to fill their entire property and relieve them of any vacancies for the summer term • In our second summer, we utilized our website and our Facebook page to reach out to a greater customer base as we expanded into the real estate… Show more • Launched a small business that connected students vacationing in the US from the EU with fraternities and other rental agencies seeking short-term summer boarders • Contacted landlords and property management companies and negotiated reasonable prices to fill their entire property and relieve them of any vacancies for the summer term • In our second summer, we utilized our website and our Facebook page to reach out to a greater customer base as we expanded into the real estate markets of Los Angeles, New York, and Santa Barbara • We filled our vacancies in the latter two cities immediately after securing contracts with local landlords due to the interest that we generated for our service through Facebook Show less



FXCM

• United Kingdom
• Financial Services
• 700 & Above Employee

• Forex Market Analyst Intern

  • Jun 2011 - Aug 2011

  • Analyzed inter-market correlations and how they corresponded to global risk on/risk off trends; gained a solid understanding of how these risk on/risk off trends changed over time and how this change was catalyzed by various economic/political events • I utilized a Bloomberg Professional Terminal to analyze market data and create relevant technical chart comparisons in Excel in order to provide clients with analysis of movements in bond yields, yield spreads, forex prices, and equity… Show more • Analyzed inter-market correlations and how they corresponded to global risk on/risk off trends; gained a solid understanding of how these risk on/risk off trends changed over time and how this change was catalyzed by various economic/political events • I utilized a Bloomberg Professional Terminal to analyze market data and create relevant technical chart comparisons in Excel in order to provide clients with analysis of movements in bond yields, yield spreads, forex prices, and equity indices through the team's daily market research videos • Managed an economic calendar that classified economic data releases from different countries according to the inferred impact of each release on major currency pairs’ price volatility • Used fundamental and technical analysis to explain price movement in major currency pairs to clients through daily research articles/videos Show less