About Me
Since high school, I have been passionate about investing and uncovering value through macroeconomic and microeconomic analysis. My involvement with CSUF’s Finance Association and Student Managed Investment Fund have enabled me to connect with a wide range of students and industry professionals, gain hands on experience with security research, and grow my interest in the markets. Through my tireless work ethic, positive attitude, and passion for learning, I am able to make meaningful contributions to these organizations while excelling academically.
I call investing the greatest business in the world...because you never have to swing. You stand at the PLATE, the pitcher throws you General Motors at 47! U.S. Steel at 39! and nobody calls a strike on you. There’s no penalty except opportunity lost. All day you wait for the pitch you like; then when the fielders are asleep, you step up and hit it.
- Warren Buffett
Interview in Forbes magazine (1974)
Work Experience
Goldman Sachs | Private Credit Summer Analyst Summer of 2022
- Conduct due diligence on credit opportunities for Goldman Sachs Asset Management's Hybird Capital and Private Credit Group funds
Titan Capital Management | Analyst Fall 2022 - Spring 2023
- Analyze macroeconomic trends and individual companies to actively manage $3.5 million for the CSUF Philanthropic Foundation
Harvey & Co | M&A Intern Summer of 2021
- Assisted the client development team with sourcing portfolio companies that are seeking continued growth through acquisitions
ETF Portfolio Management | Intern Fall 2020 - Spring 2021
- Implemented firm marketing initiatives through LinkedIn, cold-calling, and professional networking
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Leadership Experience
CSUF Student Managed Investment Fund President | Fall 2021 - Spring 2022
- Wrote and reviewed investment reports to allocate capital for a $95,000 portfolio and achieve superior risk-adjusted returns relative to a blended benchmark
Finance Association | President | Fall 2021
- Coordinated weekly guest speaker, workshop, or social events to connect students with finance executives in Orange County
Accomplishments
- Placed 2nd in the 2021 CFA Society Orange County Request for Proposal Competition
- Awarded the Harvey A. Mckee Scholarship for demonstrating outstanding leadership in 3 on-campus organizations
- Granted one of two available TABR Scholarships for contributing to the CSUF Student Managed Investment Fund
- Received the Finance Department Scholarship for exceptional academic performance and impactful campus involvement
Credits:
Created with images by assy - "Blick vom One World Trade Center, NY auf Hudson River und Goldman Sachs Tower " • Vince - "Sunset over Thousand Oaks hiking trail with view of the mountains." • Oleksandr Dibrova - "Manhattan panorama at sunset aerial view, New York, United States" • OkFoto.it - "G10 currencies prices table on computer monitor." • demerzel21 - "Bloomberg Tower - New York City"