Experience

Asian American Dream

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Founder / Executive Director

  • May 2021 - Present

  • Overseeing and contributing to all aspects of AAD such as organizational strategy, program development, fundraising, and budgeting. • Coordinating with internal and external stakeholders including, but not limited to, Pan Asian American students, AAD staff and Board of Directors, colleges, and Fortune 500 companies to advance AAD’s mission. • Overseeing and contributing to all aspects of AAD such as organizational strategy, program development, fundraising, and budgeting. • Coordinating with internal and external stakeholders including, but not limited to, Pan Asian American students, AAD staff and Board of Directors, colleges, and Fortune 500 companies to advance AAD’s mission.



Federal Reserve Bank of New York

• United States
• Financial Services
• 700 & Above Employee

• Markets Analyst

  • Jul 2021 - Aug 2022

  • Executed daily operations alongside the Treasury Debt Financing unit related to the role of Fiscal Agent to the U.S. Treasury. • Collaborated with staff from FRBNY, MOMA, and the U.S. Treasury on analysis of developments in the primary markets for Treasuries, including the relationship between the primary market and broader financial markets. • Led training sessions on MarketSource deliverables such as the Weekly Market Review and treasury debt financing dashboards. • Conducted a dealer site benchmarking study to help inform future enhancements to the MarketSource ecosystem. • Created analytical and data visualization tools to help gauge dealer performance and thematic auction trends. Show less



Skidmore-Saratoga Consulting Partnership (SSCP)

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Consultant

  • Aug 2020 - Dec 2020

  • Developed a COVID-19 economic resiliency plan and final deck deliverable for the town of Saratoga Springs and its stakeholders. • Facilitated workshops and collaboration amongst downtown restaurants, retailers, and hotels to identify key areas of opportunity. • Performed a holistic micro/macro analysis of comparable, winter-destinations to identify best practices and potential initiatives. • Developed a COVID-19 economic resiliency plan and final deck deliverable for the town of Saratoga Springs and its stakeholders. • Facilitated workshops and collaboration amongst downtown restaurants, retailers, and hotels to identify key areas of opportunity. • Performed a holistic micro/macro analysis of comparable, winter-destinations to identify best practices and potential initiatives.



CoBank

• United States
• Banking
• 700 & Above Employee

• Capital Markets Summer Analyst

  • May 2020 - Aug 2020

  • Developed a final presentation on CoBank’s private equity strategy in collaboration with the Asset Sourcing/Middle Market team. • Executed the “Shovel Ready Project” to help position CoBank for more co-underwriting opportunities in the sponsored market. • Consolidated the national similar entity and targeted private equity prospect lists with the direction of the RABG banking group. • Analyzed and engaged in a variety of syndicated and club deals in the agricultural and rural infrastructure industries. Show less



INROADS

• Medical Equipment Manufacturing

• Summer Intern

  • May 2020 - Aug 2020

  • Internship-placement organization that trains underserved, diverse undergraduates to prepare them for corporate and community leadership. • Received training on topics such as leadership development, personal branding, navigating virtual internships, and true colors personality assessment. • Developed and presented a graduating senior presentation that focused on my personal value proposition, competitive advantage, and "90 second commercial". • Internship-placement organization that trains underserved, diverse undergraduates to prepare them for corporate and community leadership. • Received training on topics such as leadership development, personal branding, navigating virtual internships, and true colors personality assessment. • Developed and presented a graduating senior presentation that focused on my personal value proposition, competitive advantage, and "90 second commercial".



Banco Sabadell

• Spain
• Banking
• 700 & Above Employee

• Wealth Management Analyst

  • Jan 2020 - May 2020

  • Collaborated with the International Clients Team to ensure that all financial products and communication with clients was accurate. • Revised the User Guide and provided translation services for English-speaking clients seeking to open a bank account in Spain. • Conducted research on the financing conditions for secured and unsecured, full lump sum and interest only bullet corporate lending. • Collaborated with the International Clients Team to ensure that all financial products and communication with clients was accurate. • Revised the User Guide and provided translation services for English-speaking clients seeking to open a bank account in Spain. • Conducted research on the financing conditions for secured and unsecured, full lump sum and interest only bullet corporate lending.



Skidmore College

• United States
• Higher Education
• 700 & Above Employee

• Resident Assistant

  • Jan 2018 - Feb 2020

  • Accountable for promoting inclusivity and safety in the residence halls by serving as a resource for emergencies and conflicts. • Responsible for assisting students in their transition to the college in addition to its educational goals, rules, and philosophies. • Tasked with building relationships throughout the community by organizing monthly meetings, activities and school-wide events. • Accountable for promoting inclusivity and safety in the residence halls by serving as a resource for emergencies and conflicts. • Responsible for assisting students in their transition to the college in addition to its educational goals, rules, and philosophies. • Tasked with building relationships throughout the community by organizing monthly meetings, activities and school-wide events.



Saratoga Investment Solutions Inc.

• United States
• Financial Services

• Financial Planning Intern

  • Jun 2019 - Aug 2019

  • Researched equity and fixed income asset classes using Morningstar and BlackRock software for client investment portfolios. • Constructed and completed Redtail workflows for post-meeting checklists, monthly newsletters, and onboarding clients. • Designed a Data Attestation form that disclosed the privacy policies of the firm’s various software and data security programs. • Conducted research on RIA pricing models such as retainer, AUM, and net worth to potentially implement into the firm. Show less



Cate School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Tennis Instructor and Counselor

  • Jul 2017 - Aug 2018

  • Organized community service “pop-up” clinics for kids of all ages with a primary focus on local high school tennis players and students. • Tennis Coach and Mentor for Adidas Summer Tennis Camps. • Provided instruction and experience working with kids to create an enjoyable learning environment. • Organized community service “pop-up” clinics for kids of all ages with a primary focus on local high school tennis players and students. • Tennis Coach and Mentor for Adidas Summer Tennis Camps. • Provided instruction and experience working with kids to create an enjoyable learning environment.



Blue Planet Eyewear

• United States
• Wholesale
• 1 - 100 Employee

• Marketing Strategist

  • Aug 2017 - Jul 2018

  • Facilitated marketing analysis and communication between the CEO, supply chain manager, and inventory staff. • Responsible for promoting brand social media through the company’s Instagram, Facebook, Pinterest, and Twitter accounts. • Designed 3 Instagram giveaways with environmentally conscious brands that generated over 1k new followers. • Facilitated marketing analysis and communication between the CEO, supply chain manager, and inventory staff. • Responsible for promoting brand social media through the company’s Instagram, Facebook, Pinterest, and Twitter accounts. • Designed 3 Instagram giveaways with environmentally conscious brands that generated over 1k new followers.



Habitat for Humanity

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

• Summer Volunteer Intern

  • Jun 2017 - Sep 2017

  • Non-paid position that focused on collecting, publishing and selling donated items to build affordable housing in Santa Barbara. • Utilized photography skills to enhance the products appeal to customers on platforms such as Facebook and Diggerslist. • Constructed comprehensive Microsoft excel spreadsheets to document donations such as furniture, home appliances and tools. • Non-paid position that focused on collecting, publishing and selling donated items to build affordable housing in Santa Barbara. • Utilized photography skills to enhance the products appeal to customers on platforms such as Facebook and Diggerslist. • Constructed comprehensive Microsoft excel spreadsheets to document donations such as furniture, home appliances and tools.