Functional Skills

M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Benchmarking

Software Skills

Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Amazon Marketplace

Certifications

CFAChartered Financial Analyst

Sector Experience

Aerospace & Defense
Business Services
Financial Services
Industrials
Travel & Hospitality

Languages

Mandarin
Spanish
Bulge Bracket Investment Banks

Experience

Thrivent Financial Finance
Senior Associate
6/2019 - Present
Due Diligence for co-investment opportunities and fund commitments

Credit Suisse Finance
Analyst
6/2015 - 8/2017
Investment Banking