Financial Analyst

• Jun 2023 - Present

Al Dahra ACX, Inc. is a member of the Al Dahra Agricultural Group and is a global supplier of forage, feed, and roughage products to the world. Markets include Asia and the Pacific Rim, the Middle East North Africa (MENA) region, as well as others. Al Dahra ACX, Inc. is also the leading exporter of American Forage and Roughage products. Al Dahra ACX operates numerous state-of-the-art hay processing and storage facilities in strategic locations around the world. Facilities are located near major seaports and/or in major growing regions, giving Al Dahra ACX the unique ability to offer consistent product shipments year-round. Al Dahra ACX, Inc. is closely aligned with Al Dahra Farms U.S.A. with farming operations on 30,000 acres of prime farm land in the Western United States. Al Dahra Farms U.S.A. employs state-of-the-art farming techniques and technologies which increase efficiencies in production, resource and water management, an environmental enhancement and preservation. Al Dahra ACX is a recipient of the U.S. Presidential "E" Award for Exports, the highest award a company can receive from the Government of the United States. Show less

49er Student Managed Investment Fund (SMIF) Coordinator

• Sep 2022 - Jul 2023

Rebalance the portfolio with equal asset allocation with 15% fixed income and 85% equities. The equity style was then split evenly into three categories of momentum, value, and quality. Overall, the portfolio gets adjusted accordingly in order to beat the benchmark and strives for a steady profitability. Rebalance the portfolio with equal asset allocation with 15% fixed income and 85% equities. The equity style was then split evenly into three categories of momentum, value, and quality. Overall, the portfolio gets adjusted accordingly in order to beat the benchmark and strives for a steady profitability.

Server

• Feb 2022 - Jul 2023

Investment Research Intern

• Dec 2022 - May 2023

Canterbury Consulting is an independent investment advisory firm based in Newport Beach, CA. Canterbury provides consulting services to tax-exempt organizations, including community foundations, educational endowments, religious organizations, arts and cultural foundations and health care organizations, as well as individuals and family offices. Founded in 1988, the firm designs and manages custom investment programs aligned with each client’s goals. Canterbury acts as the investment office for its diverse clients and provides objective investment advice, asset allocation, manager selection, risk management, implementation, and performance measurement. Named one of the Best Places to Work in Money Management by Pensions & Investments and one of the Best Places to Work in Orange County by the Orange County Business Journal in 2020, Canterbury Consulting strives to deliver performance and service that exceeds the needs and expectations of its clients. Learn more about Canterbury at www.canterburyconsulting.com. Show less

Hostess

• Dec 2020 - Feb 2022