Functional Skills

Investment Banking
Financial Modeling
M&A Support
Venture Capital Investing
Private Equity Investing

Software Skills

Microsoft Excel
Microsoft PowerPoint
Capital IQ

Certifications

Series 63
Series 79

Sector Experience

Business Services
Financial Services
Media & Entertainment

Languages

English
Mandarin

Notable Clients

Amazon
Blackstone
Nike
Nordstrom
Starbucks

Bulge Bracket Investment Banks
Fortune 500

Experience

Circumference Co. Start-Up
Founding CEO and Equity Partner
4/2023 - Present
• Startup focused on connecting the dots. Startup's Venture Podcast includes weekly guests such as Tim Draper (Billionaire VC Investor) & Guy Kawasaki (Apple's Former Chief Evangelist).

VC & National Science Foundation Funded Startup Operations
Advisor – Business Operations and Strategy
4/2023 - Present
• Strategically drove business operations, leveraging analytical insights and approaches to foster growth

ExpoArtisan Start-Up
Founding CEO
4/2023 - Present
ExpoArtisan provides premium exhibition tables and technology solutions to established corporations and growing tech startups, enhancing their conference and exhibition experiences with innovative, tailored setups.

Goldman Sachs Finance
Investment Banker – TMT (Tech, Media, and Telecom) & Consumer
3/2022 - 4/2023
Provide strategic alternatives, financing, and advisory services to companies, primarily in the TMT vertical
• Select Public Clients: Amazon, Starbucks, Nike, Rover (Acquired by Blackstone)
• Execute transactions across the product suite including M&A, VC Direct Investing, ECM, and LevFin
● Select Transaction Experience Financial Advisorto Nike on its sale of Argentina business to a multinational conglomerate (announced)
• Assessed each individual buyer's viability/opportunity as well as risk and value proposition of integration
• Worked closely with client's executive team to formulate key investment highlights and to create various marketing materials including teaser, CIM and Management Presentation
● Financial Advisorto Amazon on its acquisitions of One Medical & iRobot at combined EV of $5.6B (announced)
• Provided strategic ideas for growth and M&A across sectors (Gaming, Media, Entertainment)

Wells Fargo Finance
Investment Banker – Real Estate/Lodging/Gaming & Online Gaming Media
7/2021 - 2/2022
Select Transaction Experience Financial Advisorto a public iGaming tech company on itssale to a gaming manufacturer at ~$3.7B (announced)
• Lead coverage analyst on sell-side process for a public gaming company pursuing a potential sale
● Financial Advisor to Blackstone on its acquisition of Las Vegas CityCenter from MGM Resorts for
● $3.9B (announced)
• Performed valuation analysis to determine valuation at various prices, analyzed potential partnerships

PNC Financial Services Finance
Equity Capital Markets & Private Placements
11/2020 - 6/2021
• Strategic analysis and investor outreach for ~$900M in completed Pre-IPO, IPO/SPAC, and FPO Capital Raises

PNC Financial Services Finance
Investor Relations
11/2020 - 6/2021
Served as External Investor Relations for billion-dollar publicly traded companies.

Clients included Catalyst Pharmaceuticals, Essa Pharma, Humanigen, Junshi Biosciences, Vivoryon, Kintor Pharma, Pharming Group, NeuroRx, MEI Pharma, Casi Pharmaceuticals, and Ryvu Therapeutics.

Responsibilities include performing detailed shareholder analysis, preparing short interest reports, and creating board materials. Maintained proprietary investor databases, facilitating introductions to top-tier buyside investors, including PE, hedge funds, family offices, and endowments.

ByteDance Ltd. (TikTok) Marketing
Product Marketing
1/2019 - 11/2020
• Engaged by the early product marketing team at Bytedance for the U.S. beta launch of TikTok and special projects.

Resonent USA Corporate Strategy & Development
Founding Chief Executive Officer and Operator
6/2011 - 1/2018
At Resonent USA, we redefine corporate sound experiences with expertise in audio engineering and mastering, notably in Avid Pro Tools and Ableton Live. Leading the way in audio innovation, our company delivers unmatched engineering and production services to corporations and professionals across diverse industries.

Join Resonent USA on a transformative journey, where precision and passion converge to shape the auditory landscape of business and beyond.

Thomas Edison Center (Non-Profit) Marketing
Marketing and Curation
1/2014 - 11/2014
Nonprofit organization dedicated to the preservation of Thomas Edison's legacy and exclusive laboratory.

Oversaw and developed immersive educational programs and exhibits. Engaged in non-profit strategy and building initiatives.