Business Administration with Finance Emphasis Student
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Independently manage a $130K family investment portfolio, achieving a ~32% return YTD through active equity research, sector rotation, and disciplined position sizing. Investment strategy focuses on identifying overlooked businesses with solid fundamentals, low-to-reasonable P/E or low PEG ratios for growing companies, and strong technical momentum as a confirmation signal before entry.
Portfolio Manager at Private Investment Portfolio (2025-05 – Present)
Independently manage a $130K family investment portfolio, achieving a ~32% return YTD through active equity research, sector rotation, and disciplined position sizing. Investment strategy focuses on identifying overlooked businesses with solid fundamentals, low-to-reasonable P/E or low PEG ratios for growing companies, and strong technical momentum as a confirmation signal before entry.
Public and Private Equity Analyst at Maharlika Investment Corporation (2025-05 – 2025-07)
Private Equity Analyst at CTS Global Equity (2022-06 – 2022-09)
Selected for a highly competitive program (<2% acceptance rate) and completed an intensive two-month training focused on identifying fundamental and technical indicators.
Head of Creative Innovation at The Neat Incorporated (2021-12 – Present)
BS in Business Administration – University of Southern California, Marshall School of Business (2027-05)
