Experience

Investing, modeling, diligence, and decision support across public markets and private investments.

Investment Analyst Intern

Galliott Capital Advisors · Beverly Hills, CA

Sep 2024 – Dec 2024

Authored a 30-page due diligence report on a seed-stage startup raising $2M by researching market fit, analyzing financials, and long-term scalability; directly informing internal investment decisions
Built DCF and ARIMA models in Excel and Python, benchmarking public comps to project revenue growth and inform valuation strategy for a $3–5M follow-on round
Profiled 700+ VC/PE buyers via PitchBook and proprietary screens, narrowing to 2–3 strategic partners for a potential acquisition
Sponsored 10+ startup pitch meetings by presenting KPI assessments and model insights, shaping investment decisions

Courtesy Electric Wholesale · Pasadena, CA

Jun 2023 – Aug 2024

Analyzed inventory and sales data in Excel to adjust pricing based on margins, supply trends, and competitor benchmarks
Managed accounts receivable/payable in QuickBooks, ensuring accurate cash flow and recordkeeping
Processed invoices and expense reports to streamline vendor payments and improve operational efficiency

Self-Employed · San Francisco, CA

Jan 2023 – May 2024

Tutored 10+ undergraduates in Economics, Econometrics, Finance, and English, improving performance across semesters
Provided end-to-end support on an Econometrics capstone, enabling on-time degree completion
Edited and structured 15+ academic essays to strengthen clarity, analysis, and academic voice

A compact summary, since resumes and recruiters both worship lists.