Experience

MPowered Capital

• Investment Management
• 1 - 100 Employee

• Investor

  • Jul 2022 - Present



The University of Chicago Booth School of Business

• United States
• Higher Education
• 700 & Above Employee

• MBA

  • Sep 2020 - Jun 2022



Alpha Square Group

• United States
• Investment Management
• 1 - 100 Employee

• Venture Capital MBA Intern

  • Sep 2021 - Dec 2021



Cathay Capital

• France
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity MBA Intern

  • Jun 2021 - Aug 2021



Kinzie Capital Partners LP

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity MBA Intern

  • Mar 2021 - May 2021



China Jianyin Investment Co., Ltd. 中国建银投资有限责任公司

• Private Equity MBA Intern

  • Dec 2020 - Mar 2021



Baird

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking - Consumer Group

  • Apr 2018 - Aug 2020



PwC

• Professional Services
• 700 & Above Employee

• Deals Senior Associate

  • Feb 2015 - Mar 2018



PwC

• Professional Services
• 700 & Above Employee

• Core Assurance Intern

  • Jun 2014 - Aug 2014

  * Audited valuation models to verify a $30 million investment of a global energy private equity fund * Recalculated 34 funds’ realized gains/losses to confirm the accuracy of an asset management firm's financial positions * Conducted bank reconciliations and sampled account receivables records to assure accuracy and existence for client's cash accounts * Audited valuation models to verify a $30 million investment of a global energy private equity fund * Recalculated 34 funds’ realized gains/losses to confirm the accuracy of an asset management firm's financial positions * Conducted bank reconciliations and sampled account receivables records to assure accuracy and existence for client's cash accounts



The Krause Fund

• United States
• Banking
• 1 - 100 Employee

• Equity Research Analyst

  • Jan 2014 - May 2014

  * Conducted economic, industry, and company research on the Industrials Sector for a $200,000+ UI portfolio * Created valuation models to forecast target equity prices using DCF, DDM, and relative P/E valuation techniques * Conducted economic, industry, and company research on the Industrials Sector for a $200,000+ UI portfolio * Created valuation models to forecast target equity prices using DCF, DDM, and relative P/E valuation techniques



Aviva Investors

• United Kingdom
• Financial Services
• 700 & Above Employee

• Derivatives Operation Intern

  • Jan 2013 - Aug 2013

  * Evaluated and analyzed daily mark-to-market valuations of all outstanding futures and swaps; handled margin calls from brokers and initiated pricing challenges to counterparties as needed * Verified 1,000+ derivatives trades monthly to ensure contract details matched ISDA standards and internal parameters * Tracked security and cash derivatives positions and conducted daily reconciliations for internal and external audits * Evaluated and analyzed daily mark-to-market valuations of all outstanding futures and swaps; handled margin calls from brokers and initiated pricing challenges to counterparties as needed * Verified 1,000+ derivatives trades monthly to ensure contract details matched ISDA standards and internal parameters * Tracked security and cash derivatives positions and conducted daily reconciliations for internal and external audits



China Merchants Bank

• China
• Banking
• 700 & Above Employee

• Commercial Banking Intern

  • Jun 2012 - Aug 2012