• Analyze macroeconomic data to assess current market conditions and determine optimal sector allocations. • Researched bond funds and ETF’s to determine cheapest expense ratios, highest performance and lowest standard deviations. • Mentor incoming analysts joining the CSUF Student Managed Investment Fund on understanding macroeconomic trends, evaluating investment opportunities, financial modelling, and stock pitching.

Titan Capital Management | Mar 2023 - Present

Portfolio Manager

• Actively manage $3.5 million with 14 other students by writing 3 equity or fixed-income investment reports per semester to optimally allocate the capital for the mandate’s 2–5-year time horizon • Lead the Titan Capital Management Investment Research Competition team of 4 students as we conduct a 4-month due diligence process on a Southern California company and pitch our recommendation to the CFA Society Los Angeles • Mentor incoming analysts joining the CSUF Student Managed Investment Fund on understanding macroeconomic trends, evaluating investment opportunities, financial modelling, and stock pitching

Hyper Apparel Marketing | Apr 2020 - Present

Head of Sales, Strategic Planning & Web Development

• Develop, strategize and help launch a company that provides an automated apparel solution for gyms across the U.S. • Grow client base from 1 to 7 new clients in three months, increasing recurring revenue by 571% ($349/mon. to $1,993/mon.). • Design and construct back-end infrastructure to organize, track and notify leads.

My Education

Take a look at my formal education

Business Administration in FinanceCalifornia State University, Fullerton | 2024

Associates in Science for Transfer in EconomicsFullerton College | 2022

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