Houston, Texas, United States
I'm a junior investment analyst at Trust Asset Management, LLC. In 2022, I graduated Magna cum Laude from Fordham University, Gabelli School of Business, with a Bachelor of Science in Finance and a minor in Computer Science. In 2023, I completed my Master's degree from Brown University, School of Engineering, majored in Innovation Management and Entrepreneurship.
• Created technology transformation solutions for clients’ companies to improve the company’s projected financial goal by 140% through conducting ad-hoc research analysis on portfolio company performance, competitive dynamics, and industry trends • Performed financial and statistical analyses on individual companies and built stock portfolio by utilizing DCF model and other valuation models
• Created data-driven optimization recommendations based on the assessment of real-time performance analytical insights and accomplished 64% YoY increase in digital performance ROI in the 2021 summer sale • Analyzed advertisement performance data, extracted insights regarding consumer preference, developed weekly reports and tailored optimization suggestions for management review • Liaised and negotiated with internal and external partners on establishing marketing priorities to achieve KPIs