CV
Education
University of California, Santa Cruz — Santa Cruz, CA
Bachelor of Arts in Mathematics and Economics, Minor in East Asian Studies · Sept. 2024 – Expected Fall 2027
Keio University — Tokyo, Japan
UCEAP Study Abroad, Keio International Program · Sept. 2026 – August 2027
- Field of Study: East Asian Economies, Regional Markets, International Trade, Economic Policy, East Asian Political Economy, and Japanese Language
- Awarded the UCEAP Duttenhaver Scholarship and UCEAP Global Scholarship for academic merit and international study
De Anza College — Cupertino, CA
A.A.-T Economics for Transfer, Magna Cum Laude · Sept. 2022 – June 2024
Experience
TMT Sector Head · Oct. 2025 – Present
UCSC Investment Fund — Santa Cruz, CA
- Lead TMT sector group for SCIF’s student-managed investment fund, delivering a 112% gain across covered positions and ranking as the fund’s top-performing sector
- Direct weekly sector research meetings covering technology, media, and telecommunications companies, including valuation drivers, competitive positioning, and market trends
- Evaluate macroeconomic, geopolitical, regulatory, supply chain, and interest rate developments to assess sector risks and support investment recommendations
Co-President · Oct. 2025 – Present
UCSC Investment Banking Academy — Santa Cruz, CA
- Lead club operations by coordinating weekly meeting agendas, assigning member presentation roles, and organizing finance, valuation, and market discussion topics
- Delegate responsibilities across members to coordinate research, meeting preparation, presentation development, and club-wide programming
- Review and refine presentation materials before meetings to ensure analytical accuracy, clear communication, and professional-quality delivery
Head of Equity Research · Mar. 2025 – Dec. 2025
UCSC Investment Banking Academy — Santa Cruz, CA
- Organized workshops on equity research, financial statement analysis, valuation modeling, market research, and investment thesis development
- Researched market catalysts including trade policy, energy prices, monetary policy, supply chains, inflation, interest rates, and geopolitical risk
Coach and Instructor · Aug. 2018 – Aug. 2026
The Riekes Center for Human Enhancement — Menlo Park, CA
- Coached students through customized athletic development programs focused on strength, conditioning, mobility, and long-term goal achievement
- Led group fitness classes and managed daily operations, including facility procedures, scheduling support, and program coordination
Skills
- Research & Interests: Macroeconomic Analysis, International Trade, East Asian Political Economy, Policy Research, Geopolitical Risk Analysis
- Data & Technical: Python, R, Econometrics, Regression Analysis, Data Analysis
- Finance: Financial Statement Analysis, DCF Valuation, Comparable Company Analysis, Precedent Transaction Analysis, Equity Research
- Personal Interests: Skiing, Hiking, Coffee Brewing