Experience

Summitry

• United States
• E-Learning Providers

• Equity Analyst

  • Jan 2023 - Present

• Associate Equity Analyst

  • Jan 2022 - Dec 2022

• Equity Research Associate

  • Aug 2020 - Dec 2021

  -Research companies that meet our investment criteria, which includes a sustainable competitive moat and attractive long-term growth trends -Build and maintain valuation models -Conduct diligence calls with analysts and industry experts -Build and maintain screens for new idea generation

• Financial Planning Associate

  • Jun 2016 - Aug 2020

  San Mateo -Provided high-touch client service through delivering the Summitry value-oriented investment philosophy, addressing general market questions, and retirement concerns -Analyzed client financial goals and developed recommendations on eMoney through collaboration with advisor -Exercised due diligence in our value-oriented bottom-up investment approach through market research, stock screeners, and 13-F analyses under guidance from Portfolio Managers -Built complex discounted cash flow… Show more -Provided high-touch client service through delivering the Summitry value-oriented investment philosophy, addressing general market questions, and retirement concerns -Analyzed client financial goals and developed recommendations on eMoney through collaboration with advisor -Exercised due diligence in our value-oriented bottom-up investment approach through market research, stock screeners, and 13-F analyses under guidance from Portfolio Managers -Built complex discounted cash flow valuation models in excel and conducted industry research



First Republic Bank

• United States
• Banking
• 700 & Above Employee

• Consultant

  • Sep 2015 - May 2016

  San Francisco Bay Area -Opened client (individual and business) brokerage accounts, managed account information, and reconciled errors -Audited client accounts and utilized Excel to quickly sort, research, and manage accounts -Exercised communication skills by acting as liaison between Operations and Client Service, ensuring accuracy and clarity - Analyzed account discrepancies and resolved issues quickly



UC Santa Cruz

• United States
• Higher Education

• Peer Advisor

  • Mar 2014 - Jun 2015

  Santa Cruz, California The University of California, Santa Cruz Career Center provides many career-furthering services including but not limited to resume/cover letter critique, job search services, career advice, and professional seminars. The Career Center employs and trains Peer Advisors to perform basic resume and cover letter critique in drop-in sessions. In a productive week, each advisor sees an average of 8 students. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ -Critiqued and edited the resumes of… Show more The University of California, Santa Cruz Career Center provides many career-furthering services including but not limited to resume/cover letter critique, job search services, career advice, and professional seminars. The Career Center employs and trains Peer Advisors to perform basic resume and cover letter critique in drop-in sessions. In a productive week, each advisor sees an average of 8 students. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ -Critiqued and edited the resumes of students in 30-minute drop-in advising sessions. -Marketed the services provided by the Career Center through one-on-one conversations with students, parents, and alumni. -Attended weekly meetings with my supervisor in order to receive feedback and improve coordination and services amongst my peers. -Ensured all waiting students' needs were properly met. -Kept the front desk organized, including the monitoring of the Career Center equipment. -Performed clerical duties such as answering calls and checking-in appointments. Show less



Plantronics

• United States
• Telecommunications
• 500 - 600 Employee

• Marketing Content Strategy Intern

  • Sep 2014 - Dec 2014

  Santa Cruz, California Plantronics is the number 1 provider of headsets among Fortune 100 companies. Based in Santa Cruz, CA, PLT is considered the most trusted and dependable partner by these top 100 companies, edging out competitors such as Sennheiser and Jabra. Operating in over 20 countries worldwide today, PLT continues to value audio quality as its main selling point. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ -Collaborated with third party vendors to improve the Plantronics website, making sure to meet… Show more Plantronics is the number 1 provider of headsets among Fortune 100 companies. Based in Santa Cruz, CA, PLT is considered the most trusted and dependable partner by these top 100 companies, edging out competitors such as Sennheiser and Jabra. Operating in over 20 countries worldwide today, PLT continues to value audio quality as its main selling point. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ -Collaborated with third party vendors to improve the Plantronics website, making sure to meet site content requirements. -Gathered information from multiple sources to create a company glossary in an effort to increase clarity and consistency. -Conducted keyword research through Google Analytics for SEO purposes. -Attended marketing meetings to prepare for product launches both domestically and overseas. Show less



Market Motive

• Software Development

• Production Intern

  • Jun 2014 - Aug 2014

  Scotts Valley, CA Market Motive is the industry leader in online marketing training. With faculty members of best-selling authors, respected keynote speakers, and established consultants, Market Motive provides up-to-date material on numerous marketing topics such as SEO and conversion optimization. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ -Edited raw videos of the digital marketing curriculum, paying special attention to maintaining professionalism and readability. -Performed a quality check of the… Show more Market Motive is the industry leader in online marketing training. With faculty members of best-selling authors, respected keynote speakers, and established consultants, Market Motive provides up-to-date material on numerous marketing topics such as SEO and conversion optimization. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ -Edited raw videos of the digital marketing curriculum, paying special attention to maintaining professionalism and readability. -Performed a quality check of the finished products to spot and correct errors before publication in the online learning management system. -Studied the fundamentals of online marketing in order to boost my understanding of more complex concepts and increase my productivity at the production stage. -Attended weekly staff meetings to discuss ways to increase efficiency, implement web page concepts, and general issues. -Contributed advice on strategic graphic designs, social media presence, and other marketing policies. Show less



The Salvation Army

• United States
• Non-profit Organizations
• 700 & Above Employee

• Teacher

  • Jul 2010 - Aug 2012

  Oakland, California The Salvation Army Chinatown Corps serves the city of Oakland. Among its many holiday meals and giveaways for the Chinatown community, it also runs an annual summer camp for children K-8th grade. We focus on preparing students for their upcoming academic years through intensive classwork; however, other activities include PE, lunch, bible lessons, and field trips around the Bay Area. This program is run almost entirely by college-age students and recent… Show more The Salvation Army Chinatown Corps serves the city of Oakland. Among its many holiday meals and giveaways for the Chinatown community, it also runs an annual summer camp for children K-8th grade. We focus on preparing students for their upcoming academic years through intensive classwork; however, other activities include PE, lunch, bible lessons, and field trips around the Bay Area. This program is run almost entirely by college-age students and recent graduates. ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ -Oversaw the camp of over 200 children ranging from 5 years old to 14 years old. -Created lesson plans that overlapped with their interests so information were easier to absorb. -Partook in different physical activities and games that required constant vigilance and attention to keep the students healthy and engaged. -Told bible stories twice a week which was a requirement upon hiring, expanding my knowledge to new areas. -Coordinated with other staff when taking students on field trips to various cities in the bay area on private buses and public transportation. -Addressed parental concerns regarding my lessons, camp rules, student behavior, and answered any questions they may have. Show less