First Wilshire is a boutique investment firm with approximately $650M AUM. • Responsible for researching existing and potential investments. Special expertise in utilities, financial services, and consumer goods. At time of leaving responsible for covering approximately 25% or $150m of the combined assets under management.• Financial modeling to forecast earnings and cash flows, analyze deal structures, and M&A.• Assisted with the launch of Mt. Wilson Global Fund. Activities included assisting with broker selection and custodian bank relationship. Helped the fund establish trading authorization in many foreign markets like India, Vietnam, the Philippines, etc.• This candidate is highly proficient with macros and wrote several of them to help optimize work flow and productivity.• Most notable investment recommendation was American Water Works (ticker: AWK) in April, 2008. The recommendation resulted in accumulation of shares and allocation of a 5%+ to the position. Was a top 3 position. Shares were purchased at an average cost of approximately $22.53. At time of leaving in February AWK was trading at approximately $39 for an approximate annualized gain of almost 20% including dividends or over $14m of value added to the portfolio.

Intelligent Mobility is a non-profit specializing in the design of innovative low cost assistive mobility devices for deployment in developing countries. • Assisted with formation of non-profit and design of low cost all-terrain wheelchair.• Assisted with early stage fundraising, board formation and team building.• Helped establish Guatemalan manufacturing partner, Transitions, a Guatemalan charity that mainly employs wheelchair-bound workers to build their chairs.Business Awards and Honors: • Winner of Popular Mechanics' 2008 Breakthrough Award for the top 10 World-Changing Innovators• Won a grant of $20,000 from the International Foundation. • Semi-Finalist in 2008 cycle for Echoing Green’s prestigious Fellowship Contest.• Recipient of the Social Impact Award from the OCTANe Foundation for Innovation (OFI)• Semi-Finalist in the PBS Project Enterprise Competition.• Awarded an Advanced E-Team grant from the National Collegiate Inventors and Innovators Alliance.• Winner of the 2006 Design for the Developing World Competition.

Financial Analyst - Financial Institutions - Los Angeles

• Analyzed extensive data for numerous projects including JSF turbofans, F/A pump characteristics, and JUCAS compliance matrices. Design and production of F/A 18 centrifugal avionics pump component.