Equity Research Analyst

• Sep 2023 - Present

Semiconductor / TMT fundamental equity research, US and International, Long/Short Semiconductor / TMT fundamental equity research, US and International, Long/Short

Equity Research Analyst - Technology

• Jun 2022 - Sep 2023

• Sole tech research analyst across 4 funds ($30Bn AUM): Large-Cap Growth, Core Equity, Dividend, Thomas Partners (Dividend) • Conduct bottom-up research across the technology sector, specializing in Semiconductors, Cybersecurity, and SaaS / Enterprise Software • Sole tech research analyst across 4 funds ($30Bn AUM): Large-Cap Growth, Core Equity, Dividend, Thomas Partners (Dividend) • Conduct bottom-up research across the technology sector, specializing in Semiconductors, Cybersecurity, and SaaS / Enterprise Software

Equity Research Analyst (International Tech & Renewables)

• Aug 2021 - Sep 2021

Strategy and Business Development Summer Analyst

• Jun 2021 - Jul 2021

MBA Investment Analyst (Technology)

• Dec 2020 - May 2021

• Generated investment ideas in the software sector, each analysis consisting of a detailed written report outlining thesis tenants and a quarterly financial model. Speak to company management teams and conduct primary product research • Conducted quantitative research on fund flows phenomena in the ETF space • Generated investment ideas in the software sector, each analysis consisting of a detailed written report outlining thesis tenants and a quarterly financial model. Speak to company management teams and conduct primary product research • Conducted quantitative research on fund flows phenomena in the ETF space

Head of Product

• Sep 2020 - May 2021

Ping is a startup competing in Chicago Booth's New Venture Competition. We are uniquely positioned to gain significant market share in the senior health-and-wellness wearables market https://www.pingcares.com/ Ping is a startup competing in Chicago Booth's New Venture Competition. We are uniquely positioned to gain significant market share in the senior health-and-wellness wearables market https://www.pingcares.com/

Growth Product Manager

• Jun 2019 - Jun 2020

• Led a 20-person global engineering team to create a Mobile Virtual Network Operator for Digi Telecom in Malaysia, >100k users • Consulted DISH Networks to grow the DISH Anywhere app’s MAU 25% by analyzing user data and conducting 30 user interviews to determine the app’s value proposition and provide recommendations to reduce churn and improve retention • Advised LotusFlare on potential M&A targets to expand internationally • Led a 20-person global engineering team to create a Mobile Virtual Network Operator for Digi Telecom in Malaysia, >100k users • Consulted DISH Networks to grow the DISH Anywhere app’s MAU 25% by analyzing user data and conducting 30 user interviews to determine the app’s value proposition and provide recommendations to reduce churn and improve retention • Advised LotusFlare on potential M&A targets to expand internationally

TMT Investment Banking Analyst 3

• Mar 2016 - May 2019

• Advised MENA & India online travel agency Musafir on $50m fundraise and expansion in MENA • Advised Dubai e-commerce startup Awok on $30m fundraise and expansion into KSA, Egypt • Advised Dubai VC fund BECO Capital on $100m fundraise, providing sourcing, marketing materials, and portfolio valuation • Provided buy-side due diligence for Singapore’s SWF GIC on potential acquisition of $2.6bn Philippines fixed broadband asset • Provided sell-side support on a $20m Pakistani telco towers maintenance asset during a 6-month rotation in DP Private Equity Show less

Investment Management Analyst

• Nov 2015 - Mar 2016

• Improved Sharpe Ratio by 15% using Excel Solver to create a mean-variance portfolio by optimizing the firm’s equity, ETF, and REIT holdings’ weights, based on each asset’s expected return and covariance with the other holdings • Improved Sharpe Ratio by 15% using Excel Solver to create a mean-variance portfolio by optimizing the firm’s equity, ETF, and REIT holdings’ weights, based on each asset’s expected return and covariance with the other holdings

Financial Consultant for Tsinghua University Tech Startup

• Mar 2015 - Apr 2015

• Wrote Executive Summary for a business plan in a pitch to potential investors, outlining the innovative company’s founders, mission, vision, success, and business opportunity, contributing to an investment of 3 Million RMB to build the company • Conducted extensive analysis on the size and the growth of the electric scooter market in China and internationally • Wrote Executive Summary for a business plan in a pitch to potential investors, outlining the innovative company’s founders, mission, vision, success, and business opportunity, contributing to an investment of 3 Million RMB to build the company • Conducted extensive analysis on the size and the growth of the electric scooter market in China and internationally

Sales & Trading Summer Analyst

• Jun 2014 - Aug 2014

• Analyzed UniCredit’s €1bn CoCo bond for the Convertible Bonds Desk and provided buy recommendation based on the bank’s estimated strong future credit worthiness, ability to successfully restructure, and history of meeting financial obligations • Analyzed Banco Espirito Santo’s annual reports and financial statements to determine catalysts affecting profitability to aid Distressed Credit traders in their decision-making process • Analyzed UniCredit’s €1bn CoCo bond for the Convertible Bonds Desk and provided buy recommendation based on the bank’s estimated strong future credit worthiness, ability to successfully restructure, and history of meeting financial obligations • Analyzed Banco Espirito Santo’s annual reports and financial statements to determine catalysts affecting profitability to aid Distressed Credit traders in their decision-making process

Co-Founder and CEO of Algorithmic Trading Company

• Jun 2011 - Apr 2013

• Developed, tested and implemented quantitative trading algorithms using Excel C#.NET. The code was linked with Interactive Brokers to automatically execute positions in the live market. • Instruments traded: High beta equities, gold, silver, major currency pairs • Developed, tested and implemented quantitative trading algorithms using Excel C#.NET. The code was linked with Interactive Brokers to automatically execute positions in the live market. • Instruments traded: High beta equities, gold, silver, major currency pairs