Background Information
I have always loved numbers. Equally as much, I enjoy analyzing, understanding, and solving problems. Over time, my enthusiasm for numbers and problem solving expanded beyond mathematics and I developed a fierce passion for finance and technology. I firmly believe that these interrelated disciplines can facilitate solutions to some of the world’s most significant issues, like feeding the hungry, achieving equitable employment, minimizing negative impacts of energy use, and improving how we communicate.
As a student at UCLA studying Business Economics and Data Science, I’ve been able to learn about the application of theoretical subjects. Though interesting, subjects like multivariable calculus, economic theory, and managerial accounting are not useful without corresponding career experience. Luckily, through various clubs I have joined at UCLA, collaborative and motivated fellow students have laid the path for starting careers in consulting, investing, and investment banking. Learning from direct experience in the form of clubs and internships has been extremely beneficial for my intellectual and professional growth.
I am constantly on the lookout for ways to gain experience and better myself, not simply to achieve academic and professional success, but to become a fully-realized person. Most of all, I have a bottomless enthusiasm for discovery—whether it’s climbing mountains at night, surfing at sunrise, learning about the latest technology M&A, or working late on Excel. At the start of each day, I genuinely look forward to my future endeavors and adventures!
I've created this page so you can reference my personal and professional background, and I look forward to connecting.
Education, Work Experience, and Leadership
Education
University of California, Los Angeles (UCLA) / B.A. in Business Economics, Minor in Data Science Engineering
• Academics: 3.95/4.00 GPA; Coursework in Economics, Accounting, Statistics, Calculus, Computer Science, and Mathematics
• Honors & Activities: Honors College Scholar, Dean’s Honors List, Rose Gilbert Alumni: Leadership and Merit Scholarship, Blackstone x WUFC Stock Pitch Competition, Undergraduate Business Society Investment Banking Workshop (2023 Cohort)
Work Experience
DelMorgan & Co. (MM Investment Bank)
Investment Banking Fall Analyst
• Contains potentially sensitive details, please reach out to learn more about my role during this 4-month long experience
Chapman Office (Family Office Fund)
Equity Research Summer Analyst
• Contains potentially sensitive details, please reach out to learn more about my role during this 6-month long experience
Hamilton Ventures (Seed-Stage Venture)
Strategic Consultant & Sourcing
• Contains potentially sensitive details, please reach out to learn more about my role during this 4-month long experience
Sierra Ventures (Early-Stage Venture)
Strategic Consultant & Sourcing
• Contains potentially sensitive details, please reach out to learn more about my role during this 3-month long experience
Clubs and Leadership
Bruin Asset Management
Director of Finance
• Built paper money portfolio using Excel in advance of real money fund transition to track returns on historical investments
• Prepared and presented investment pitches for public companies utilizing financial ratios, industry, and company research
• Collaborated in Software and Internet & Payments sectors, spearheading valuation for Affirm, MicroStrategy, and Autodesk
Bruin Ventures
Project Manager
• Performed startup research by creating investment theses and investor presentations for various startups looking to raise
• Invented winning idea in semi-annual startup competition: a management technology company streamlining maintenance
• Led team that sourced over 100 startups for an early-stage venture capital firm focusing on real estate technology startups
Bruin Consulting
Project Advisor
• Consulted a Series A food delivery startup ($10M+ in funding), developing process to boost customer growth and retention
• Advised a Pre-Seed micro-investing startup on consumer sentiment, while developing a marketing and partnership strategy
• Created winning pitch in an internal case competition on Adidas, proposing a divestiture to target higher margin customers
Skills and Interests
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Skills: Advanced Excel, PowerPoint, Word, Outlook, S&P Capital IQ, PitchBook, Bloomberg Terminal, and Basic R & Python
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Athletics: Nationally Ranked Distance Athlete, Successfully Recruiting Division 3, Ranked 9th Junior in California (CIF 2019)
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Interests: Track & Field, Distance Running, Hiking, Surfing, Cross-Country Road Trips, Technology, and Personal Investing