Experience
Four years at J.P. Morgan Wealth Management — venture capital clients, complex transactions, and internal tools when a workflow needs fixing.
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J.P. Morgan San Francisco Client Associate Advisory Council - Selected to represent client associates firm-wide and advise senior leadership on frontline operations.
- Built a document prefill tool from prototype to division-wide deployment.
Senior Client Associate - VC, institutional equity, and ultra-high-net-worth clients — complex transactions, distributions in kind, and collateral utilization.
- Built Python tooling to automate in-kind stock distributions; scaled team-wide across high-volume transactions.
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Compass San Francisco Marketing - Multi-channel marketing across digital, print, video, and social media.
- Open houses, staging, and property tours for residential listings.
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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, cultural history, and business writing.
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.