Over 4 years of combined experience in tech, banking, and corporate finance with transactions processed over $30M.
Chronological overview of my finance career
Processing Real Estate Capital Markets transactions end-to-end. Yield Maintenance, CMBS Defeasance, Collateral Swaps, and debt restructuring at scale. Managing $1M to $100M deals with precision in cash flow modeling, legal coordination, and transaction execution. Working directly with borrowers, lenders, and legal teams to structure complex defeasance and yield maintenance calculations.
Financial Planning & Analysis for one of the world's largest entertainment companies. Revenue tracking across 150+ data points, variance analysis, and executive-level reporting. Supported monthly and quarterly forecasting processes, built financial models for business unit analysis, and prepared presentations for senior leadership.
Operations & Compliance at a top-tier global bank. Regulatory auditing, SBA loan processing for 50+ loans, and internal control documentation. Ensured compliance with banking regulations, validated loan data accuracy, and supported audit preparation processes.
Eight-week long remote immersion program that offers exposure and resources for undergraduate students to learn about principles of Private Equity and Venture Capital. Learned about fundamentals and key financial metrics used in the growth equity sector. Gained insight into the valuation of high-growth companies.
Ownership, initiative, and product thinking
Oversaw regional marketing strategy and client acquisition for SaaS ticketing startup. Supported financial reporting, managed ad spend, tracked CAC, and analyzed ROI across marketing channels. Applied financial discipline to marketing operations, learning how to optimize spend and measure true business impact.
Event production & digital marketing company solving brand awareness challenges for technology, entertainment, hospitality, and SaaS companies. Built campaigns via event production, social media, and college ambassador programs. Managed revenue tracking, invoicing, marketing analytics, and financial forecasting. Learned capital allocation, rapid iteration, and how to build scalable marketing operations.
Built a software platform for restaurants to generate recurring revenue and loyalty programs. Developed the product from concept to market, managing product development, customer acquisition, and business operations. Exited via selling my equity during my senior year, applying lessons in capital allocation, product-market fit, and strategic exit planning.
Passion project focused on learning more about AI and familiarizing myself with the field. Building an AI assistant platform to understand machine learning, natural language processing, and AI product development. Exploring the intersection of technology and user experience in the AI space.
Foundation and intellectual rigor
Bachelor of Science, Finance • Los Angeles, CA
Relevant Coursework: Financial Modeling, Corporate Finance, Investment Analysis, Real Estate Finance, Financial Markets & Institutions
Leadership and values in action
Founded on-campus initiative to prevent overdoses and distribute Narcan. Coordinated campus-wide distribution of 2,000+ Narcan doses, managed volunteer training, and built partnerships with health organizations. Applied operational skills to public health, learning how to scale impact through systematic coordination.
Three-year volunteer program providing medical care, community outreach, and translation services. Served 200+ patients, logged 400+ volunteer hours, and trained other volunteers in patient intake procedures. Applied bilingual skills to bridge communication gaps and ensure quality care delivery.
Proving I can do the job
Purpose: Equity valuation using DCF and comparables analysis. Assumptions: Revenue growth, margin expansion, terminal value. Outputs: Fair value estimate, sensitivity tables, scenario analysis.
Download Excel
Purpose: Relative valuation using peer multiples. Assumptions: Trading multiples, financial metrics normalization. Outputs: Valuation range, multiple analysis, peer comparison.
Download Excel
Purpose: Intrinsic value calculation using discounted cash flows. Assumptions: WACC, terminal growth, cash flow projections. Outputs: Enterprise value, equity value, sensitivity analysis.
Download ExcelComprehensive equity research and valuation analysis. Investment thesis, financial analysis, competitive positioning, and valuation conclusion.
View PDFStrategic transaction analysis and proposal document. Case study format with financial rationale, strategic considerations, and execution plan.
View PDFProfessional certifications and competencies
Professional certification demonstrating proficiency in Microsoft Excel for data analysis, financial modeling, and business applications. Validates advanced skills in spreadsheet management, formulas, data visualization, and complex financial calculations.
Differentiating hard from soft skills
Investment thesis walkthroughs, case study explanations, and market outlook presentations will be available here.
Personality, discipline, and mental toughness
Dedicated training in boxing and MMA. The discipline, consistency, and mental toughness required translate directly to professional focus and resilience under pressure.
Deep interest in Classical & Medieval History, Philosophy, and Biographies. Understanding the past provides perspective on human behavior, economics, and societal structures.
Appreciation for cinema's golden age and storytelling craft. Classic films offer timeless lessons in narrative, character development, and human nature.
Context before they ask
Finance is where numbers meet strategy. I'm drawn to the analytical rigor required to structure complex transactions, the intellectual challenge of valuation, and the real-world impact of capital allocation decisions. Real Estate Capital Markets, in particular, combines structured finance with tangible assets—every deal has a story, and every transaction requires precision.
Long-term, I'm building toward a career in real estate finance, investment analysis, or capital markets. I want to work on deals that matter, with teams that value analytical depth and strategic thinking. The goal is to become someone who can structure transactions, evaluate investments, and make capital allocation decisions with confidence.
I approach problems systematically: understand the fundamentals, build the model, test assumptions, and communicate clearly. Whether it's a CMBS defeasance calculation or an investment thesis, I start with first principles and work through the logic step-by-step. I believe in doing the work, checking the math, and being precise—especially when millions of dollars are on the line.
Making follow-up effortless