Curriculum Vitae

M.S. in Financial Management, concentration in Investment Analysis

Rowing · A.I. Risk · CFA Program · GARP

B.A. in Financial Planning

SI Instructor · W.P.C 101 Facilitator · Cannes Lions Study Abroad · Rowing · CFP Program

• Developed the firm’s first value quantification methodology for AI initiatives, authoring the core valuation formula and Excel model that mapped use-case impact to PPNR line items.
• Worked within all banking lines to move AI initiatives from concept to deployment, defining success metrics per function and tracking realized value against Python and R modeled projections.
• Stress-tested model outputs against conservative and aggressive adoption scenarios, quantifying the range of expected value under uncertainty and surfacing which assumptions drove the majority of variance.

• Leveraged SQL and A.I. querying to identify Indian and Brazilian market risk on Uber’s platform, improving foreign market efficiency, mitigating risk, and strengthening compliance control, with $19,330,000 risk deflected over tenure.
• Employed critical analysis skills on large datasets to recognize trends, insights, defects, and areas of improvement to share with stakeholders through comprehensive reports and models.
• Conducted risk analysis for platform incentive structures and delivered actionable recommendations to stakeholders to optimize business outcomes.

• Coordinated alongside university faculty to lecture financial accounting principles to 960 Arizona State University students.
• Analyzed what students were struggling with and developed a plan of action to accommodate and prevent further misunderstandings, fostering growth.
• Gained thorough understanding of GAAP and how to interpret the four major financial accounting statements.

• Calculated and issued estate planning quotes for personal and business lines, working with 65 concurrent commercial clients at any given time through Salesforce pipelines.
• Assisted management with internal audits, database integrity checks, and pipeline analytics within Salesforce to maintain operational compliance.

• Participated in Cannes Lions 2025, gaining firsthand exposure to global trends in advertising, media, and creative strategy.
• Attended workshops, panels, and networking events with world-class industry professionals and creative leaders in business.
• Collaborated on real-time creative briefs, strengthening cross-cultural teamwork and strategic thinking on an international scale.