Experience

Huber Capital Management LLC

• United States
• Investment Management
• 1 - 100 Employee

• Equity Analyst

  • Jun 2022 - Present

  Conduct investment research alongside portfolio managers across multiple market sectors, unearthing potential ideas and undervalued companies that are mispriced to current market sentiment, later directly leading to portfolio addition. ▪ Built multiyear 3 statement financial models, applying valuation methods to determine a stock’s intrinsic value. ▪ Initiated meetings with management teams of publicly traded companies, including top C-level executives; grasping the overall business model and understanding market outlook to help determine the investible nature of the company. Show less



Bruin Investment and Trading Group

• United States
• Financial Services
• 1 - 100 Employee

• Senior Analyst

  • Sep 2019 - Jun 2022

  - Selected among a highly competitive pool numbering over 150 applicants. - Completed an extensive thorough training program covering topics including financial accounting, valuation methods (public company comparables, precedent transactions, discounted cash flows), and career development. - Create stock pitches, incorporating both fundamental and technical analysis to reach a cathersis determining a company's profitable nature. - Selected among a highly competitive pool numbering over 150 applicants. - Completed an extensive thorough training program covering topics including financial accounting, valuation methods (public company comparables, precedent transactions, discounted cash flows), and career development. - Create stock pitches, incorporating both fundamental and technical analysis to reach a cathersis determining a company's profitable nature.


AdvicePeriod
• United States
• Financial Services
• 1 - 100 Employee
• Summer Analyst at AdvicePeriod

  • Jun 2021 - Aug 2021


Bruin Trading

• United States
• Investment Management

• Analyst

  • Dec 2018 - Jun 2020

  - Learned in-depth stock analysis, nurtured skills of valuing companies by their graphs, trends, and performance. - Created customized stock charts that provide a better vision of determining a company's future investable nature. - Engaged in group discussions regarding presenting personal findings and getting insight from other members. - Discuss daily business news including stock market trends, politics, ideas, and recent transactions. - Learned in-depth stock analysis, nurtured skills of valuing companies by their graphs, trends, and performance. - Created customized stock charts that provide a better vision of determining a company's future investable nature. - Engaged in group discussions regarding presenting personal findings and getting insight from other members. - Discuss daily business news including stock market trends, politics, ideas, and recent transactions.



QuantumVest

• United States
• Investment Management
• 1 - 100 Employee

• Equity Analyst

  • Jan 2020 - Mar 2020

  - Provided administrative and sales support to the CEO/Senior Portfolio Manager involving creating/setting client meetings. - Make weekly presentations to the CEO regarding in-depth technical stock analysis for a variety of public companies. - Gained exposure to key aspects of the wealth management division including various investment vehicles (retirement plans, portfolio creation and analysis, relationship building and client interaction). - Engaged in client meetings from companies like Boeing, Amgen, Raytheon, and Northrop Grumman involving 401k/IRA setup and retirement planning. Show less



UCapture

• United States
• Environmental Services
• 1 - 100 Employee

• Campus Ambassador/Intern

  • May 2019 - Dec 2019

  - Act as a campus representative for the company at UCLA, fostering successful marketing strategies to help promote brand awareness, bolstering the overall success of the organization. - Contributing to offsetting the effects of climate change, generating funds that go towards carbon capture projects. - Frequently organize and engage in events showcasing UCapture, successfully getting people to be part of the mission. - Act as a campus representative for the company at UCLA, fostering successful marketing strategies to help promote brand awareness, bolstering the overall success of the organization. - Contributing to offsetting the effects of climate change, generating funds that go towards carbon capture projects. - Frequently organize and engage in events showcasing UCapture, successfully getting people to be part of the mission.



Banana Republic

• United States
• Retail
• 700 & Above Employee

• Sales Representative

  • Jun 2019 - Sep 2019

  - Delivered upscale customer service by engaging in conversations and providing friendly constructive feedback that assisted costumers in finding their clothing style. - Initiated conversations advertising company promotions to costumers that directly lead to the selling of merchandise. - Managed the purchase of merchandise by customers using quick mental calculations and conversational skills. - Delivered upscale customer service by engaging in conversations and providing friendly constructive feedback that assisted costumers in finding their clothing style. - Initiated conversations advertising company promotions to costumers that directly lead to the selling of merchandise. - Managed the purchase of merchandise by customers using quick mental calculations and conversational skills.



Rocklin Youth Soccer Club

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Soccer Referee

  • Aug 2016 - Jun 2018

  -Successfully officiated over 30 youth soccer games by keeping and submitting correct score records to the soccer club. -Maintained a fun, energetic, and safe environment for both the players and the spectators who attended. -Delivered reports to the soccer club including logging players, coaches, fouls, injuries, and ejections that occurred. -Successfully officiated over 30 youth soccer games by keeping and submitting correct score records to the soccer club. -Maintained a fun, energetic, and safe environment for both the players and the spectators who attended. -Delivered reports to the soccer club including logging players, coaches, fouls, injuries, and ejections that occurred.



Finance Club

• Poland
• Financial Services
• 1 - 100 Employee

• Senior Member

  • Sep 2015 - Jun 2017

  -Recruited over 20 new members by evaluating their passion, drive, and commitment to the field of finance. -Learned stock market fundamentals, later interpreted data and evaluated companies’ future growth prospects. -Invested $100 thousand into a virtual market spanning over 10-15 companies which grossed approximately $10 thousand in profit. -Facilitated the education of basic financial knowledge to new members, contributing to the club’s success. -Recruited over 20 new members by evaluating their passion, drive, and commitment to the field of finance. -Learned stock market fundamentals, later interpreted data and evaluated companies’ future growth prospects. -Invested $100 thousand into a virtual market spanning over 10-15 companies which grossed approximately $10 thousand in profit. -Facilitated the education of basic financial knowledge to new members, contributing to the club’s success.



Coding and Game Development Club

• Financial Officer

  • Sep 2015 - Jun 2017

  -Oversaw the club’s finances and maintained records of existing and ongoing purchases. -Created fundraisers to generate revenue and delivered expenditure reports to the club president. -Allocated funds towards various projects, including purchasing software and/or equipment necessary. -Evaluated the need and urgency of projects in relation to which ones would help maximize the club’s success. -Oversaw the club’s finances and maintained records of existing and ongoing purchases. -Created fundraisers to generate revenue and delivered expenditure reports to the club president. -Allocated funds towards various projects, including purchasing software and/or equipment necessary. -Evaluated the need and urgency of projects in relation to which ones would help maximize the club’s success.