CFO • CTO • Manager • Investor • Data Analyst
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As a community organizer for Harvard Business School Online, I host quarterly events. You are welcome to join.
I graduated with a master's degree in finance from Harvard University in November 2023, and currently work as a Central Relationship Manager at Fidelity Investments.
Previously, I was a manager at Vanguard, CFO of a medium-sized company, and worked abroad for seven years to gain an international perspective. I taught business, technology, and English, primarily in South Korea.
Going forward, I plan to advance my career in finance and technology, continue learning, and maybe even start a business or two.
Feel free to reach out anytime.
Thanks,
I am a finance professional with experience at top firms including Fidelity and Vanguard, where I consistently ranked among the highest performers and earned multiple promotions into leadership. I specialize in financial planning for high-net-worth clients, portfolio construction, and asset transfers, with a proven record of driving business growth and managing high-performing teams. Earlier, I oversaw finance and operations as CFO/CTO of a mental health services company, streamlining systems and managing multimillion-dollar budgets.
Alongside my professional roles, I actively build and manage a diverse investment portfolio and lead community initiatives through Harvard Business School Online.
I hold a Master’s Degree in Finance from Harvard University, graduating with a 3.95 GPA, and completed the CORe program at Harvard Business School with High Honors. I earned my undergraduate degree in Psychology from Penn State with Dean’s List recognition and have completed the CFP education program at UC Berkeley in preparation for the CFP exam. I also maintain FINRA licenses (SIE, Series 7, 63, and 66) and am in the process of obtaining my California Life and Health Insurance license.
