Houston, Texas, United States
Graduated from UT Austin with double majors in Finance and Economics with a minor in Accounting, I currently work at Frank Rimerman, specializing in tax services for Venture Capital clients. My role involves overseeing VC returns, offering insights on capital transactions, and conducting waterfall calculations. I collaborate closely with GP clients and fund administrators, manage projects within our venture practice, and provide detailed feedback to our team members. Mentorship is central to my work, and I’m always eager to connect with others for networking, collaboration, and mutual support in the industry. Feel free to reach out directly at [email protected].
- Help students in Economics, Accounting and Statistics courses improve and build increasing knowledge - Prepare quizzes and break down complex concepts and problems according to individual levels - Provide exam preparation assistance and track students’ progress in the courses.
- Assisted high net worth individuals and family groups with federal income tax compliance and preparation - Reviewed client’s current tax processes and integrated state and local tax (SALT) to clients’ tax returns - Did research on pre-immigration tax planning strategies and grantor trusts.
- Managed two assigned loan portfolios to obtain the best financial and commercial results for Vietinbank - Maintained client relationship with current and prospective customers to promote the bank’s service - Supported the payment processing team to guarantee the payments are made on time for customers