Student, Portfolio Manager
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I am a senior at Texas A&M University pursuing degrees in Business Honors and Finance with a minor in Psychology. With experience in a strategic growth role at an Series B level tech startup and operational experience at a wealth management firm, I possess both the technical aptitude and effective communication skills that allow me to gather, consolidate, and draw conclusions from sets of information. I have experience engaging with C-suite executives to determine key drivers of business growth and proper financial allocation. Additionally, I have one year of experience managing a long-only public equity fund with $10M AUM, which has allowed me to gain great experience analyzing and drawing conclusions from firm financials through applications such as Bloomberg and Refinitiv Eikon. I am currently involved in an interactive venture capital program that allows us to invest in live deals up to $500,000.