Resumé

Education

B.S., Business Economics · Expected Graduation: December 2027

Cumulative GPA: 3.7/4.0
Achievements: Dean's Honor List (Winter '25 – Present)
Relevant Coursework: Accounting, Intro to Financial Investments, Econometrics, Micro/Macroeconomics

Work Experience and Projects

Summer Analyst - Macro · Jul 2026 – Sep 2026 · Irvine, CA

Conduct top-down macroeconomic research using Bloomberg Terminal, Capital IQ, and PitchBook to generate trade ideas for a $50,000 student-managed portfolio spanning equities, fixed income, and alternatives.
Develop macro theses and defend investment recommendations in investment committee style presentations.

Dental Assistant · Jun 2024 – Sep 2024 · Bellevue, WA

Managed patient intake and records for a high-volume private practice, handling sensitive information with accuracy and discretion in a detail-critical environment.
Adhered to strict compliance and sterilization protocols, working independently to keep operations on schedule.

Seasonal Team Member · Sep 2023 – Dec 2023 · Bellevue, WA

Processed high-volume transactions and purchase paperwork accurately during peak holiday season, maintaining attention to detail under pressure.
Advised customers by translating detailed product specifications into clear recommendations, strengthening client communication and active-listening skills.

Activities and Leadership

Forward Program Participant · Apr 2026 – Jun 2026

Selected for a competitive, multi-stage leadership program at McKinsey, building executive communication, structured thinking, and professional presence through curated workshops and coaching.
Applied MECE-based issue trees and hypothesis-driven frameworks to break down ambiguous business problems, producing structured analyses across strategy and operations cases.

Member · Aug 2025 – Present

Built practical exposure to institutional investment management, financial statement analysis, portfolio construction, and sustainable investing through hands-on case studies and guest lectures.
Developed technical skills in valuation, Excel financial modeling, and scenario analysis through Training the Street workshops and The Forage virtual job simulations.

Semifinalist · Apr 2026 · Irvine, CA

Collaborated with 3 other members to create a report and presentation on Nike's Consumer Direct Offense (CDO) approach, providing analysis and future company direction recommendations.

Vice President & Player · Sep 2024 – Present · Irvine, CA

Directed financial planning and day-to-day operations as second-in-command, managing member dues, tracking expenses, and leading fundraising initiatives to keep the club financially self-sufficient.
Managing the club's Instagram presence and produced game-day photography and videography, growing engagement and visibility to support player recruiting and sponsorship outreach efforts.
2024-25 and 2025-26 SLC First Team All-Conference honors as a Long-Stick Midfielder.

Additional Information

Technical: Financial modeling (three-statement, DCF, comps); Excel (INDEX/MATCH, pivot tables, sensitivity analysis), Google Sheets, PowerPoint; Bloomberg Terminal, Capital IQ, PitchBook; Stata; Python (pandas)
Certificates: Training the Street: Introduction to Financial Modeling; Financial Statement Analysis
Languages: English (Native), Mandarin (Elementary Proficiency)
Interests: Lacrosse, Fantasy Football, Basketball, Movies, B&W Photography