Stanford MBA Graduate with IB, PE and HF experience


MBA from Stanford University – Graduate School of Business
Sep 2016 – Jun 2018

Double Major in Economics and Finance, minor in Chinese from University of North Carolina at Chapel Hill
Aug 2007 – May 2011

Work Experience

Private Equity Instructor (Part-time) at Wall Street Prep 
Jun 2020  – present

Lead training sessions for investment banks and private equity firms.

Intern at Lam Capital 
Jul 2017  – Jan 2018,  Fremont, CA

Performed diligence on a Series A investment in the autonomous vehicle space. Developed market maps of the 3D printing and the robotics industries to identify investments.

Analyst (Part-time) at Vindico Capital 
Jun 2017  – Sep 2017,  Remote

Perform fundamental analysis on public companies that are undergoing transformative change.

Analyst at Newtyn Management 
Feb 2016  – Jul 2016,  New York, NY

Served as lead analyst on equity, credit and event-driven investments across all industries, with total exposure from investments greater than $100mm. Lead calls with company management, experts, customers and competitors, as well as other diligence efforts to construct projection models and develop investment theses.

About Me

Expert in financial modeling, mergers & acquisitions, due diligence, and financial planning. I am graduate of Stanford’s MBA program with 10 years of experience working in finance related roles, including investment banking, private equity, public market investing, corporate development and venture capital. A quick learner, I take a deep sense of pride in my work, am a strong communicator, results oriented and work well with teams.


Project Categories

  • Value Creation Strategy
  • Strategic Planning
  • Market Research Project Management
  • Market Segmentation
  • Competitive Analysis
  • Pricing Analysis & Optimization
  • Financial Planning & Analysis
  • Demand Forecasting
  • Financial Modeling
  • Finance Project Management
  • Market Landscape
  • Mergers & Acquisitions Strategy
  • Due Diligence
  • Post-Merger Integration


  • Healthcare Services
  • Technology
  • Medical Technology
  • Private Equity
  • Manufacturing

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