Experience

First Republic Bank

• United States
• Banking
• 700 & Above Employee

• Loan Analyst

  • Jul 2021 - Present



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• FADP

  • Jan 2020 - Present

  - Mastery of private wealth analysis tool to construct and monitor client portfolios. - Processed small business loan applications and documents to stimulate the economy while temporarily working under the Paycheck Protection Program (PPP). - Studied and passed SIE, Series 7, and Series 66 licensing exams as well as Merrill Lynch client-oriented skill assessments. - Mastery of private wealth analysis tool to construct and monitor client portfolios. - Processed small business loan applications and documents to stimulate the economy while temporarily working under the Paycheck Protection Program (PPP). - Studied and passed SIE, Series 7, and Series 66 licensing exams as well as Merrill Lynch client-oriented skill assessments.



Ground Matrix

• United States
• Real Estate
• 1 - 100 Employee

• Commercial Real Estate Intern

  • May 2018 - Aug 2018

  - Comprised analysis of nearly 500 development projects for clients utilizing CoStar research and documents provided from direct contact with commercial real estate brokers. - Produced research reports on where to build town centers within commuting range of Silicon Valley as well as a report on the new Opportunity Zone program in California. - Comprised analysis of nearly 500 development projects for clients utilizing CoStar research and documents provided from direct contact with commercial real estate brokers. - Produced research reports on where to build town centers within commuting range of Silicon Valley as well as a report on the new Opportunity Zone program in California.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Sep 2017 - Dec 2017

  - Supported busy wealth management team to provide optimized service and fully meet the needs of 400+ clients. - Provided wealth management team 35+ daily synopses on critical, time-sensitive issues of client interest, to ensure that team members were credible and informed in client interactions. - Conducted in-depth analysis of the the impact of the 2018 tax reforms, and authored extensive report regarding potential impact on Merrill Lynch clients. - Supported busy wealth management team to provide optimized service and fully meet the needs of 400+ clients. - Provided wealth management team 35+ daily synopses on critical, time-sensitive issues of client interest, to ensure that team members were credible and informed in client interactions. - Conducted in-depth analysis of the the impact of the 2018 tax reforms, and authored extensive report regarding potential impact on Merrill Lynch clients.



Great American Insurance Group

• United States
• Insurance
• 700 & Above Employee

• Underwriting Intern

  • Jun 2017 - Aug 2017

  - Delivered 25+ Risk Summary Reports to reduce significant operational and legal risk for Great American Custom and 30+ partner underwriters. - Evaluated construction project details, loss history and geotechnical reports to summarize complex factors that made the insurance policies a solid risk for Great American Custom. - Delivered risk summary for ambitious $1.5 billion hotel expansion project with 600 rooms. - Delivered 25+ Risk Summary Reports to reduce significant operational and legal risk for Great American Custom and 30+ partner underwriters. - Evaluated construction project details, loss history and geotechnical reports to summarize complex factors that made the insurance policies a solid risk for Great American Custom. - Delivered risk summary for ambitious $1.5 billion hotel expansion project with 600 rooms.



Aflac

• United States
• Insurance
• 700 & Above Employee

• Benefits Consultant

  • May 2017 - Jun 2017

  - Conducted 50 cold calls over the phone and about 20 on foot cold calls per day. - Scheduled meetings with 1-2 business owners per week. - Obtained a Health and Accident Insurance license. - Conducted 50 cold calls over the phone and about 20 on foot cold calls per day. - Scheduled meetings with 1-2 business owners per week. - Obtained a Health and Accident Insurance license.