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Experience

A timeline of my professional and educational history.

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2026

Evergreen Advisors

Investment Banking Analyst

Joined full-time after graduating from Santa Clara University. Working sell-side M&A and cap raise engagements.

2025

Evergreen Advisors

Investment Banking Summer Analyst

Worked on sell-side and capital raise engagements, preparing CIMs, teasers, financial models, and target lists, while collaborating with senior bankers on valuation, deal structure, diligence, and negotiations. Emphasis in gov-con and industrials.

Santa Clara Consulting

Project Manager

Led a team of 5 students, consulting for a sourcing company out of MN. Launched a brand new website from scratch, full-stack marketing funnel, and created a playbook for automating lead generation.

Santa Clara Quant

Co-Founder & VP

Running SCU's quant-finance org. Leading SCQ's team to build and maintain our QuantLeague trading strategy. Competing against 30 of the top universities in the world. Last quarter rank: 7th.

2024

Align Technology

Financial Analytics Intern

Led a proprietary data analysis project, dissecting patients' patterns to optimize Align Tech's sales forecasting. Created plug-and-play dashboards for a pre-market product and new product pricing.

Santa Clara Consulting

Consultant

Worked with a team of 6 students to consult for the leading commercial water-recycling company in the US. Devised solutions for their new product ideas.

Santa Clara Quant

Co-Founder & VP

Co-founded SCU's only quant-finance organization with 2 of my friends. Secured funding from the school, as well as RSO standing.

2023

Wells Fargo Advisors

Financial Advisory Intern

Portfolio reviews, equity & fund research, asset-manager meetings.

Education

Santa Clara University (SCU)

B.S. Economics, Data Analysis Emphasis + Minor: MIS

Econometrics · Time Series Analysis · Database Systems · Urban Issues Research Lab