Experience

Seattle University Redhawk Fund

• United States
• Financial Services
• 1 - 100 Employee

• Equity Research Analyst

  • Jun 2019 - Present

  • Learning different methods of evaluation such as FCFF and relative analysis • Drafting a weekly report of currently held securities in my assigned sector • Created presentations/evaluations to discuss buy/sell recommendation of current or potential holdings • Delivered a team evaluation of Starbucks to controllers and investment risk analysts at Starbucks • Learning different methods of evaluation such as FCFF and relative analysis • Drafting a weekly report of currently held securities in my assigned sector • Created presentations/evaluations to discuss buy/sell recommendation of current or potential holdings • Delivered a team evaluation of Starbucks to controllers and investment risk analysts at Starbucks



Alpha Kappa Psi

• United States
• Non-profit Organizations
• 700 & Above Employee

• Director of Finance - Gamma Omega Chapter

  • May 2019 - Present

  • Assisting with budget allocation decisions and managing the chapter investment portfolio • Planning weekly committee meetings and two financial literacy events for the chapter per quarter • Assisting with budget allocation decisions and managing the chapter investment portfolio • Planning weekly committee meetings and two financial literacy events for the chapter per quarter



ACM RESEARCH, INC.

• United States
• Semiconductor Manufacturing
• 1 - 100 Employee

• Finance Internship

  • Jul 2019 - Aug 2019

  • Created and maintained an updated comparables table • Handled repayment and process of reimbursement for company expenditures • Prepared financial materials such as an IS, BS, variance table, and earning graphs for management • Created and maintained an updated comparables table • Handled repayment and process of reimbursement for company expenditures • Prepared financial materials such as an IS, BS, variance table, and earning graphs for management



Sharetea (全球加盟總部)

• Taiwan
• Restaurants
• 200 - 300 Employee

• Shift Team Lead

  • Nov 2018 - Jun 2019

  • Overseeing fellow employees and overall functionality of the shop • Organizing inventory to ensure that supplies are stocked • Keeping track of tasks required for closing including balancing of cash register • Overseeing fellow employees and overall functionality of the shop • Organizing inventory to ensure that supplies are stocked • Keeping track of tasks required for closing including balancing of cash register



H&M Int'l CPAs, LLP

• Palo Alto, CA

• Accounting Intern

  • Jun 2018 - Sep 2018

  • Created journal entries and prepared financial statements using QuickBooks software • Reviewed documents such as balance sheets and profit/loss statements • Participated in client meetings and took notes for summary discussion • Created journal entries and prepared financial statements using QuickBooks software • Reviewed documents such as balance sheets and profit/loss statements • Participated in client meetings and took notes for summary discussion