Vice President

• Jul 2019 - Present

Capital Markets

• Jun 2017 - Jun 2019

Valuations Team

• Jul 2016 - Jun 2019

Analyst

• Jan 2016 - Jun 2016

Performance Analyst & Technology Equity Analyst

• Sep 2015 - May 2016

• Selected by professor to be one of ten graduate students to run USF’s million dollar student investment fund • Prepare weekly performance updates and analysis of current holdings and implement performance metrics • Identify areas of concern and work with other analyst to develop strategic actions • Research and compose analytic valuation reports with financial models for technology companies including Facebook, Square, and others for investment decisions • Monitor the technology… Show more • Selected by professor to be one of ten graduate students to run USF’s million dollar student investment fund • Prepare weekly performance updates and analysis of current holdings and implement performance metrics • Identify areas of concern and work with other analyst to develop strategic actions • Research and compose analytic valuation reports with financial models for technology companies including Facebook, Square, and others for investment decisions • Monitor the technology sector for current news and updates that may affect current holdings • Create simultaneous and sequential screeners for all technology stocks to find new potential profitable investments Show less • Selected by professor to be one of ten graduate students to run USF’s million dollar student investment fund • Prepare weekly performance updates and analysis of current holdings and implement performance metrics • Identify areas of concern and work with other analyst to develop strategic actions • Research and compose analytic valuation reports with financial models for technology companies including Facebook, Square, and others for investment decisions • Monitor the technology… Show more • Selected by professor to be one of ten graduate students to run USF’s million dollar student investment fund • Prepare weekly performance updates and analysis of current holdings and implement performance metrics • Identify areas of concern and work with other analyst to develop strategic actions • Research and compose analytic valuation reports with financial models for technology companies including Facebook, Square, and others for investment decisions • Monitor the technology sector for current news and updates that may affect current holdings • Create simultaneous and sequential screeners for all technology stocks to find new potential profitable investments Show less

Equity Research Analyst

• Dec 2015 - Apr 2016

• Team leader for the USF team that competed in the CFA IRC that won the Northern California regional competition and represented the CFA Society San Francisco in the national level • Completed due diligence of Visa and the payment service industry and wrote research paper of findings and analysis • Valued Visa Inc. using a DDM, DCF, peer comparison, multiples, and other quantitative and qualitative methods • Created PowerPoint presentation & presented findings in front of groups of… Show more • Team leader for the USF team that competed in the CFA IRC that won the Northern California regional competition and represented the CFA Society San Francisco in the national level • Completed due diligence of Visa and the payment service industry and wrote research paper of findings and analysis • Valued Visa Inc. using a DDM, DCF, peer comparison, multiples, and other quantitative and qualitative methods • Created PowerPoint presentation & presented findings in front of groups of judges to explain analysis assumptions Show less • Team leader for the USF team that competed in the CFA IRC that won the Northern California regional competition and represented the CFA Society San Francisco in the national level • Completed due diligence of Visa and the payment service industry and wrote research paper of findings and analysis • Valued Visa Inc. using a DDM, DCF, peer comparison, multiples, and other quantitative and qualitative methods • Created PowerPoint presentation & presented findings in front of groups of… Show more • Team leader for the USF team that competed in the CFA IRC that won the Northern California regional competition and represented the CFA Society San Francisco in the national level • Completed due diligence of Visa and the payment service industry and wrote research paper of findings and analysis • Valued Visa Inc. using a DDM, DCF, peer comparison, multiples, and other quantitative and qualitative methods • Created PowerPoint presentation & presented findings in front of groups of judges to explain analysis assumptions Show less

Financial Analyst

• Dec 2013 - Nov 2014

• Grew client budgets by improving ROI of marketing spend • Analyzed client accounts by using SQL to pull and edit data and built financial models and performed valuation analysis to demonstrate potential growth and other KPIs • Increased company’s client list by writing industry specific analysis reports and presented findings in person during prospective client meetings • Worked directly with the COO and the Business Development Director and was responsible for understanding the… Show more • Grew client budgets by improving ROI of marketing spend • Analyzed client accounts by using SQL to pull and edit data and built financial models and performed valuation analysis to demonstrate potential growth and other KPIs • Increased company’s client list by writing industry specific analysis reports and presented findings in person during prospective client meetings • Worked directly with the COO and the Business Development Director and was responsible for understanding the state of the business, the upcoming quarter and fiscal year and how we should adjust our investments and expenditures • Forecasted monthly and quarterly revenue and expenses using a variety of financial models • Analyzed post-quarter forecasts differentials, prepared reports and presented findings, analysis and recommendations Show less • Grew client budgets by improving ROI of marketing spend • Analyzed client accounts by using SQL to pull and edit data and built financial models and performed valuation analysis to demonstrate potential growth and other KPIs • Increased company’s client list by writing industry specific analysis reports and presented findings in person during prospective client meetings • Worked directly with the COO and the Business Development Director and was responsible for understanding the… Show more • Grew client budgets by improving ROI of marketing spend • Analyzed client accounts by using SQL to pull and edit data and built financial models and performed valuation analysis to demonstrate potential growth and other KPIs • Increased company’s client list by writing industry specific analysis reports and presented findings in person during prospective client meetings • Worked directly with the COO and the Business Development Director and was responsible for understanding the state of the business, the upcoming quarter and fiscal year and how we should adjust our investments and expenditures • Forecasted monthly and quarterly revenue and expenses using a variety of financial models • Analyzed post-quarter forecasts differentials, prepared reports and presented findings, analysis and recommendations Show less

CEO & Founder

• Oct 2011 - Sep 2013

• Information database website with a cloud storage platform • Created statistical profitability and odds algorithms for easy comprehension and analysis • Hired and worked hands on with a graphic designer and web designer to make a webpage and mobile app • Created user accounts for more then 150+ professionals • Information database website with a cloud storage platform • Created statistical profitability and odds algorithms for easy comprehension and analysis • Hired and worked hands on with a graphic designer and web designer to make a webpage and mobile app • Created user accounts for more then 150+ professionals

Event Coordinator

• Oct 2007 - Jun 2011

• Helped organize and prepare for school events and other social gatherings • Worked cooperatively with other students and managers to organize and execute personal events • Adapted consistently to please the changing needs of customers • Helped organize and prepare for school events and other social gatherings • Worked cooperatively with other students and managers to organize and execute personal events • Adapted consistently to please the changing needs of customers