Bio
Credentials
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Hubspot Delivering Sales Services Certificate of Completion
HubSpot AcademyAug, 2017- Apr, 2026 -
Hubspot Selling Sales Services Certificate of Completion
HubSpot AcademyAug, 2017- Apr, 2026 -
Adobe Certified Associate Visual effects & motion using Adobe After Effects
AdobeMay, 2020- Apr, 2026 -
Adobe Certified Associate in Visual Design Using Adobe Photoshop
AdobeDec, 2019- Apr, 2026 -
Hubspot Inbound Marketing Certification
HubSpot AcademyJun, 2017- Apr, 2026 -
Hubspot Inbound Sales Certification
HubSpot AcademyJun, 2017- Apr, 2026 -
Hubspot Sales Software Certification
HubSpot AcademyJun, 2017- Apr, 2026
Experience
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EY-Parthenon
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San Francisco, California, United States
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Software Strategy Associate
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Oct 2023 - Present
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San Francisco, California, United States
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EY
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San Francisco Bay Area
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Financial Services Tax Staff, Wealth and Asset Management
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Jan 2023 - Sep 2023
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San Francisco Bay Area
Responsible for evaluating tax implications of M&A transactions and complex fund structures, and preparing and filing returns on behalf of PE firms.
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President, Marshall Masters in Finance Association
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Sep 2021 - Dec 2022
Established inaugural USC MS Finance mentorship cohort, honored by USC President for aiding job-seeking international students. Orchestrated industry-focused career panels, job-search bootcamps, and student events as e-board leader.
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EY-Parthenon
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San Francisco, California, United States
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Software Strategy Summer Associate
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Jun 2022 - Aug 2022
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San Francisco, California, United States
Performed technical due diligence of PE M&A targets in the SaaS space, primarily on financial management software. Contributed to an industry research deck on continuous integration/continuous delivery (CI/CD) within the software development lifecycle.
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Engagez
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Berkeley, California, United States
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Implementation Manager
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Jul 2020 - Mar 2022
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Berkeley, California, United States
Responsibilities included account management and implementation of virtual conference software for companies in the medical and educational sectors, whose events held 500 - 5,000+ attendees. Built a custom automatic pricing calculator for the sales team and spearheaded the startup’s first knowledge base used by hundreds of clients.
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United States
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Semiconductor Manufacturing
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1 - 100 Employee
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Marketing Consultant
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Aug 2018 - Jun 2020
Responsibilities included:- Managing and executing all social media campaigns on 10 accounts across four platforms- Chartering an employee advocacy (social sharing) program for 23 top executives and driving its implementation through weekly email campaigns- Researching impact of executive-led core values initiative by surveying 300+ employees and contractors, analyzing results on Excel and presenting relevant findings to HR Director for sharing with C-Suite- Generating 62% follower growth on LinkedIn in six months- Authoring company-wide buyer personas by interviewing customer-facing employees across three divisions- Streamlining messaging on collateral, social media and website after two acquisitions- Designing master sheets for collateral across three divisions; revising product briefs as necessary on InDesign- Strategizing with MarCom, HR and Legal departments to modify existing Privacy, Communications and Social Media policies, among others
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Marketing Intern
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May 2018 - Aug 2018
Responsibilities included:- Planning sales and technical training sessions for employees worldwide and streaming online- Spearheading a GDPR compliance initiative with the head of HR, including drafting new privacy and cookie policy- Managing corporate LinkedIn and Twitter accounts for the Adesto and its acquired companies- Negotiating with custom merchandise vendors for trade shows- Attending trade shows to gather information and film for social media amplification- Filming and editing product demos for company YouTube page
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Harvest91
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San Mateo, California
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Marketing Intern
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May 2017 - Aug 2018
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San Mateo, California
- Built site copy & co-drafted sitemap- Performed market analysis and qualified leads for agricultural and manufacturing trade show directoriesOther responsibilities included inputting the most qualified leads into the Hubspot CRM, designing workflows, and writing the script content for those workflows.
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United States
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Higher Education
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700 & Above Employee
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Teacher's Assistant
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Jan 2018 - May 2018
TA for 200+ students in BUAD307, Introduction to Marketing in the USC Marshall School of Business. Facilitated group discussions in 5 class sections and provided feedback on group project proposals.
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Market Research Assistant
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Oct 2017 - May 2018
Responsibilities spanned multiple professors’ projects:- Conducted studies with 150+ participants, engaging in deception to measure code-switching behaviors among middle managers. - Collected data on ten years of artisan cheesemakers and award winners from American Cheese Society competitors. Used the Label Insight Program to determine companies' marketing claims and publicized winnings on their packaging. With this data, one could extrapolate companies' longevity and profit based on advertising data collected.
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826 National
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San Francisco, California
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Programs Intern
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May 2017 - Aug 2017
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San Francisco, California
Worked under the Director of Field Operations in the programming department. Responsibilities centered around the pre-launch of 826 Digital, a new site to provide educators with student writings and educational resources. Assessed Young Authors Book Projects from the 7 chapters around the country, finding student works that met specific criteria to add to the site. Tripled the number of works on 826 Digital.
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Education
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University of Southern California - Marshall School of Business
Master of Science - MS, Finance, General -
USC Annenberg School for Communication and Journalism
Bachelor's degree, Communication, General -
UNSW
Study Abroad, International Business/Trade/Commerce
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