I’m currently wrapping up my last semester at UC Berkeley, studying Data Science and Economics. I grew up in the Bay Area with my parents, my little brother (also at Cal!), and my Shih Tzu, Ginger. Between watching my parents run a small business and spending summers running a profitable Minecraft PvP server, I developed an early interest in entrepreneurship and helping build a great business.
So far, most of my experience has been in tech finance and startups. Most recently, I worked in Jefferies’ technology investment banking group. Even with all the AI tools out there, finding logos still somehow took up half my day.
Now, I’m looking to join a mission-driven startup in San Francisco or New York. I want to work closely with customers, figure out the essential operations that keep a business running, and jump in where I’m needed. I’m excited to take on a broad role and help a small team build something useful.
Investment Banking Summer Analyst · Technology
Worked on a live transaction involving a $400M eCommerce platform and managed outreach to 50+ buyers. Built DCF, LBO, and trading comparables analyses, along with firepower and fairness opinion analyses, for a cybersecurity transaction. Also created a deck tracking AI spending.
Excel
PowerPoint
Rogo
Capital IQ
LogoIntern
Bloomberg Terminal
ApolloAI Operations Intern
Built an MCP prompt library tailored to NetSuite, with reusable prompts for the strategic finance team. Wrote scripts to automate workflows including commission calculations and subsidiary accounting.
Claude
NetSuitePowerPointExcel
SigmaFinancial Analyst Intern · Partner Investments
Built a dashboard for a roughly $5B partner portfolio, combining six data sources and presenting insights to MCAPS executives and the CFO. Also built Copilot Studio agents to automate business reviews and variance analysis.
Power BIExcelPowerPointBusiness Development Intern
Sourced acquisition opportunities across home services, managed service providers, and medical spas. Reached founders and brokers through 2,000+ calls and 10,000 emails, and wrote industry primers to assess market attractiveness.
Apollo
Clay
HubSpotIn my free time, I love hiking, traveling to new countries, picking up new sports (currently larping rock climbing), playing board games, rewatching sitcoms, and lowballing on Facebook Marketplace.
