ABOUT

EQUITIES

• Directed global R&D for $2B+ AUM market-neutral statistical-arbitrage hedge fund

• Proposed and implemented creation of global research team; grew team to 15+ researchers

• Developed market-neutral, high-frequency, machine learning trading algorithms; created 14,000+ new strategies 

• #7 Global and #1 Americas Region in Global Trading Competition

• Proprietary portfolio management since 2014

FINANCIAL PLANNING AND ANALYSIS

• Managed $180M credit card program for largest fintech in the world

• Assisted C-suite of Fortune 500 companies raising debt and analyzing financial statements

• Constructed financial models that facilitated DCF, LBO and comps valuations

• Managed $500K Associated Students budget during global financial crisis as Vice President of Finance

CRYPTO

• Performed research and development of strategies, capital allocation and portfolio optimization

• Participated in The Economist crypto research challenge representing Johns Hopkins University

• Managed personal crypto portfolio since 2016 (Bitcoin and Ethereum)

REAL ESTATE

• Engaged with Department of Defense leadership to formulate divestment strategies 

• Provided program development and implementation support for family housing, unaccompanied personnel housing, enhanced use leasing, and other special ventures consistent with the privatization approach adopted by the Department of Defense

LICENSES

• Chartered Alternative Investments Analyst (CAIA) - 2020

• FINRA Series 65 – Registered Investment Advisor - 2021

• Chartered Financial Data Professional (FDP) - 2019

• Certified Financial Modeling and Valuation Analyst (FMVA) - Corporate Finance Institute - 2019

EDUCATION

• Johns Hopkins University

• UC Berkeley

• Harvard Business School CORE