Regis Management Company Palo Alto, CA瑞吉酒店管理公司位于加州帕罗奥图的CA
Analyst May 2013-Present
• Worked 1-to-1 with Managing Partner to review two Liquid-Hedged Alternatives managers for replacement
into Absolute Return Multi-family office portfolio allocation. (Recommendation successfully implemented)工作与管理合伙人
• Participated in Investment Committee meetings including presenting Manager Review reports for Domestic
Equity and Absolute Return portfolio buckets.参与投资委员会会议包括为国内提供经理的审核报告　
• Generated marketing materials and Performance Reports for quarter ending June 30, 2013.
Woodside Capital Partners Palo Alto, CA生成的营销材料和性能报告季度截至6月30日,2013年。
TMT Analyst Intern September 2012-December 2012TMT分析师实习生2012年9月- 2012年12月
• Performed M&A valuation including public comparables and precedent transactions on companies in the
software, hardware, life sciences, and Internet industries.执行并购估值包括公共比较数据和交易公司的　　软件、硬件、生命科学和互联网行业
• Created pitch books and management presentations including valuation, industry research, and breakdown
of strategic opportunities for clients.创建书籍和管理演示包括估值,行业研究,为客户的机遇。
Lateral Global Investors San Francisco, CA横向全球投资者旧金山,CA
Analyst Intern April 2012-September 2012分析师实习生2012年4月- 2012年9月
• Gathered data and conducted qualitative and quantitative analysis on credit markets, which was
synthesized and graphically represented in Lateral’s business plan to investor’s.　收集数据并进行了定性和定量分析在信贷市场,这是　　合成和图形表示投资者在横向的商业计划。
• Sourced and interfaced with c-level executives to identify and evaluate potential investment opportunities
in the middle market.采购和界面的c级高管来识别和评估潜在中间市场的投资机会　
Jefferies & Co. San Francisco, CAJefferies & Co。旧金山,CA
Summer Analyst June 2011-August 2011
• Supported Institutional Sales, Equity Derivatives, and Special Situations trading desks.支持机构销售、股票衍生品交易部门和特殊情况。
• Analyzed market fundamentals and distributed daily market reports.分析了市场基本面和分布式日常市场报告。
• Produced trading recommendations and presented derivatives strategy ideas to Equity Derivatives desk.产生交易建议和提出衍生品策略
• Presented stock pitch idea to Equities department as part of a final summer project.提出股票想法推销给股票部门作为最后一个暑期项目的一部分。

 University of California, Berkeley Berkeley, CA加州大学伯克利分校伯克利,CA
B.A. Environmental Economics and Policy December 20122012年12月的文学环境经济学和政策
Cumulative GPA: 3.40累积平均成绩:3.40
Relevant Coursework: Micro Economics, Macro Economics, Financial Accounting, Corporate Finance,
Econometrics, Statistics, Behavioral Economics, Negotiations and Conflict Resolution.相关课程:微观经济学、宏观经济学、财务会计、企业金融、　　计量经济学、统计学、行为经济学、谈判和解决冲突的方法。