Led portfolio model construction and analysis using advanced Excel statistical models
• Developed instructional materials and mentored over 20 students, addressing academic inquiries and enhancing risk
assessment accuracy

Built and maintained 3-statement models to forecast company financials, leveraging industry calls and macro insights to
support valuation analysis of 10+ covered firms
• Authored research notes and conducted in-depth market analysis, contributing to a 12% increase in portfolio performance

Managed online inventory information and conducted in person luxury goods appraisal services (watches, handbags)
Developed client relationships within regional coverage and sold over 10+ SKUs among different clients

Irvine, CA
• Managed multiple detailed projects for college consulting startup, successfully guiding 4 students who had dropped out to
transfer into top 50 colleges
KPMG LLP Santa Clara, CA
Audit Intern 06/2022 – 08/2022
• Supported the successful IPO of a $4.4 billion startup by ensuring 100% accuracy in financial data through confirmation
procedures
• Executed 10-K tie-outs across 5 engagement teams, ensuring GAAP compliance and enhancing the accuracy of public
financial disclosures
Morgan Stanley Pasadena, CA
Wealth Management Intern 08/2021 – 11/2021
• Prepared asset allocation portfolios for 15+ clients, tailored to varied risk tolerance levels for offshore and domestic capital
• Conducted daily analysis of Morningstar data, identifying investment opportunities that led to a 90%+ success rate in client
proposals