Experience

The Bull & Bear

• Canada
• Book and Periodical Publishing
• 1 - 100 Employee

• Business Unit Director

  • Sep 2020 - Present

  • Managed club’s finances through short-term budgeting, financial planning, goal setting, and evaluating spending proposals to ensure the publisher’s revenue and long-term success • Led weekly club meetings and organized business unit responsibilities • Managed 10+ sales managers to obtain ad sponsorship revenue of more than $2,000 during the pandemic • Responsible for hiring sales managers, accountants, and their training • Managed club’s finances through short-term budgeting, financial planning, goal setting, and evaluating spending proposals to ensure the publisher’s revenue and long-term success • Led weekly club meetings and organized business unit responsibilities • Managed 10+ sales managers to obtain ad sponsorship revenue of more than $2,000 during the pandemic • Responsible for hiring sales managers, accountants, and their training



McGill Investment Club

• Canada
• Financial Services
• 1 - 100 Employee

• Active Member

  • Sep 2020 - Present

  MIC is a student led club that help students with career prep and investment education. Learned to perform valuation analysis and stock pitch Conducted industry and market trends research MIC is a student led club that help students with career prep and investment education. Learned to perform valuation analysis and stock pitch Conducted industry and market trends research



CMB International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Investment Banking Intern

  • Jun 2021 - Aug 2021

  Assisted in creating presentations for industry opportunities, IPO discussion materials, prospectus reviews; drafted due diligence questions, internal memos, and external teasers and announcements Assisted analysts in performing valuation through comparable companies analysis using Bloomberg, discounted cash flows, and precedent transactions analysis Participated in due diligence meetings in multiple cities, including financial and third-party due diligence. Participated in a leading metals and mining firm’s $700 million USD M&A deal Performed loss analysis and valuation, summarized technical consultant quotations, researched on cross border investment regulations and comparable company multiples, and drafted non-binding proposals Participated in an upcoming industrials IPO of $1.56 billion - $1.77 billion USD Assisted in drafting due diligence questions, selected and scheduled third party due diligence advisors, performed negative news research and independence check Show less



Starbucks

• United States
• Retail
• 700 & Above Employee

• Barista

  • Aug 2017 - Jun 2018

  Negotiated with difficult clients in high pressure situations while maintaining relationships Learned and implemented staffing and management techniques Maintained high standards of food quality by complying with company policies for food safety, and sanitation Negotiated with difficult clients in high pressure situations while maintaining relationships Learned and implemented staffing and management techniques Maintained high standards of food quality by complying with company policies for food safety, and sanitation



Beachhouse Restaurant

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Food Service Worker

  • Jan 2016 - May 2016

  Greeted customers, quickly and efficiently cleaned and set tables. Took initiative to help servers, kitchen staff, or managers. Greeted customers, quickly and efficiently cleaned and set tables. Took initiative to help servers, kitchen staff, or managers.