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Experience

Four years at J.P. Morgan Wealth Management — venture capital clients, complex transactions, and bespoke tools when a workflow needs fixing.

Resume (PDF)

  1. J.P. Morgan San Francisco
    Client Associate Advisory Council
    • Selected for a 40-person council to represent client associates firm-wide and advise senior leadership on frontline operations.
    • Forms Subcommittee Co-Chair since 2025, leading forms reviews with operations and technology partners.
    • Won management support for Prefill and led risk and deployment discussions from prototype through internal publication.
    • Host regional roundtables for a community of 50+ associates and bring AI workflow feedback to management.
    • Started a Python and AI training series for colleagues; earned senior leadership recognition and access to product and engineering beta programs.
    Senior Client Associate — AC Group
    • VC, institutional equity, and ultra-high-net-worth clients. Complex transactions, distributions in kind, and collateral utilization.
    • Coordinate trading, onboarding, and stock distributions across brokerage, banking, venture services, and operations.
    • Built a CRM in Python to automate in-kind stock distributions; scaled team-wide across high-volume transactions.
    DIK — Distribution Workflow CRM

    Python, Flask, SQLite, JavaScript, Jinja

    • Built a CRM used by a three-person team to manage venture capital stock distributions, centralizing transaction history, document generation, and reporting.
    • Replaced spreadsheet merging with an automated workflow, cutting hours of work to minutes. Added validation, previews, and structured outputs for use in internal tools.
    Prefill — PDF Document Preparation

    TypeScript, pdf-lib, HTML, CSS

    • Built a browser tool that fills shared fields across PDFs from one set of inputs, preserves editable output, and flags ambiguous matches for review.
    • Packaged it as a single HTML file that runs offline without a server or database. Available internally to approximately 600 client-facing employees.
  2. GPTees Independent project
    AI-powered clothing

    TypeScript, React, Next.js, OpenAI, Stripe, Printful, Vercel

    • Independently designed and launched an AI clothing MVP, connecting image generation, payments, printing, and shipping in an automated order workflow.
  3. Compass San Francisco
    Marketing
    • Multi-channel marketing across digital, print, video, and social media.
    • Open houses, staging, and property tours for residential listings.
  4. University of California, Davis Davis
    B.S. Managerial Economics
    • GPA 3.75; Dean's List seven times.
    • Honors thesis: Wildfire Anticipation and PG&E.
    • Coursework in econometrics, options and derivatives, and quantitative analysis.
    B.A. German
    • GPA 3.90; Dean's List four times.
    • Coursework in linguistics, literary analysis, and history.
    Mock Trial
    • Competed with a three-time nationally recognized team; Spirit of AMTA award recipient (2016).
    • Elected Treasurer and Executive Board member (2017–2020); built the program's first accounting and budgeting system, and eliminated inherited debt.
    • Managed an annual budget of roughly $15,000.
    • Co-founded the UC Davis Cowtown Classic invitational tournament (2019).
    Club Finance Council
    • Reviewed and approved grants for student-run clubs and events.
    • Hosted office hours to help students apply for Center for Student Involvement grants.