Experience

Kaizen Financial Strategies, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Jan 2022 - Present

  Campbell, California, United States

• Investment Analyst Associate

  • Feb 2020 - Present

  San Francisco Bay Area Investment and portfolio analyst with a heavy focus on derivatives.



Presidio Partners

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

• Summer VC Associate

  • May 2017 - Sep 2017

  San Francisco Bay Area Intensive Blockchain and Artificial Intelligence research internship culminating in a presentation of findings and possible investment opportunities to General Partners Attended several venture conferences and startup incubators as well as sat in on investor meetings and pitches to the firm Met with 100+ companies in the private sector and gained the experience to evaluate entrepreneurial teams and metrics for possible success



Altair Capital

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

• Summer Associate, Options Writing and Risk Analysis

  • May 2016 - Sep 2017

  San Francisco Bay Area Gained experience in trading of derivatives and securities based on both fundamental and technical analysis of sectors and markets Extensive knowledge of options strategies and their risk/reward payoffs Experience with option greeks