Marcella Jennifer

Completed SIE, Series 7, and Series 66. Provided comprehensive financial planning support for a practice managing over $335M AUM, contributing to the team's recognition as Forbes Best-in-State Wealth Management Team in 2024.

Registered Representative and Investment Advisor Representative - Pollak and Pollak Wealth Management - Orinda, CA

(2022-11 - 2025-09)

Completed SIE, Series 7, and Series 66. Provided comprehensive financial planning support for a practice managing over $335M AUM, contributing to the team's recognition as Forbes Best-in-State Wealth Management Team in 2024.

• Implemented Monte Carlo to model retirement scenarios, incorporating stochastic variables for market return, inflation, and longevity risk
• Built quantitative models to optimize asset allocation strategies across various financial products, utilizing mean-variance optimization and risk-adjusted return to ensure alignment with clients' risk tolerance and objectives

Digital Strategist Intern - PT Astra International Tbk - Jakarta, Indonesia

(2021-07 - 2022-01)

Developed strategy for top 10 largest financing companies in Indonesia to increase consolidated revenue by 150%, through optimization modeling, revenue forecasting, and financial analysis of two subsidiary portfolios.

• Collaborated with 5 executives to calculate key performance ratios (e.g. ROE, ROA, profit margin) from financial statement data and benchmarked results against competitors to identify gap between current and optimal performance for each subsidiary
• Analyzed pricing strategies, consumer segmentation and behavior, time-series data, and competitive positioning across automotive financing sectors to identify 10 key market trends

Business Development Intern - Sotira BETA - Berkeley, CA

(2021-06 - 2022-01)

• Constructed investment thesis, including market and competitive analysis of financing products to be presented before 20+ potential angel investors to assess and discuss potential investments, product innovation, and market trends
• Formulated long-term plan to increase yearly USD ~100,000 in revenue by identifying high-growth target audiences based on TAM, SAM, SOM approach, and porter-five analysis of Global Livestreaming market
• Performed regression analysis and A/B test frameworks of 2,100 users' behavior data to improve engagement and conversion rate by 55%

Vice President for Programming - Associated Students of WCC (ASWCC) Executive Board - Bellingham, WA

(2019-08 - 2020-06)

• Conducted survey to find top two problems faced by WCC students – food insecurity and book affordability – to be advocated before 6 state legislators at Washington State Capitol and resulting in the approval of House Bill 3087 regarding book affordability
• Launched campus-wide initiative raising 1,736 lbs of non-perishable food to combat food insecurity at Whatcom County
• Organized campaign in collaboration with League of Women Voter (LWV) to expand civic awareness in WCC and greater community; assisted 235 students which doubled the previous year

Master's in Financial Engineering - Financial Engineering - University of California, Los Angeles (2026-12)

B.A. - Economics, and minor in Data Science - University of California, Berkeley (2022-08)