We believe investing is not science, though investors should behave like scientists. We believe investing is not art, but certain artistic sensibilities improve one’s chance of success.We are entrepreneurial investors with traits common to artists and scientists: keen observation, active imagination, courage to experiment, and openness to change. It is our belief that success or failure in investing depends on the ability to think and behave like entrepreneurs.

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The JING Institute is a heritage school that provides classes in Chinese Language, Cultural Arts, Science, Technology, Engineering and Math (STEM). As the head of Financial Planning & Analysis, my responsibilities include:Financial Systems + Design and implement financial processes in support of customer and business requirements. + Develop financial and operations models to assist in business decision making.Budgeting & Cash Flow Management + Oversee financial operations for all areas of the business to understand revenue and cost drivers. + Establish budgets and implement tracking systems. + Prepare and review periodic financial statements in cooperation with tax advisors. + Optimization of accounts payable and accounts receivable. + Participate in a wide variety of special projects. Compile and create special reports related to special projects.

Responsible for creating, implementing and maintaining bespoke investment portfolios for family's in the healthcare, science & technology, and education industries.

At LCM, I blended economic insights with statistical analysis to create data-driven products and services for over half a billion dollars of client assets. This involves identifying, validating, and integrating empirical observations in the macroeconomy and capital markets. Based on this work, my team and I design multifactor investment strategies to capture systematic sources of return as economic conditions vary.

At LCM, I blend economic insights with statistical analysis to create data-driven products and services for over half a billion dollars of client assets. This involves identifying, validating, and integrating empirical observations in the macroeconomy and capital markets. Based on this work, my team and I design multifactor investment strategies to capture systematic sources of return as economic conditions vary.

I was the Financial Technology Program Manager and co-founder of Factor Technologies, dba Hummingbird.Money. I was responsible for the implementation of internally developed software and the company's investment strategies. Hummingbird was a fintech startup in the wealth management space with patented investment technology that enabled millennial women to overcome the challenges of saving and investing.During my time at Factor Technologies, I + Created processes and workflows that played a critical role in architecting on how our software would function and ultimately accomplish customer needs. + Coordinated with different internal and external parties on all necessary business requirements ranging from regulatory to investment operations. + Communicated feature requirements with software development at a level that was fully thought-out to avoid code revisions. + Responsible for answering any questions from the software development team to ensure they had all the information they needed to implement requests made from different areas of the business. + Assisted with the prioritization of feature development. + Assisted with QA and testing of software releases. + Accountable for creating acceptance criteria for user, customer, or other systems.

The Innovations Academy Board of Trustees exercises final authority on all matters concerning Innovations Academy The Innovations Academy Board of Trustees' major roles and responsibilities include approving all major educational and operational policies, approving all major contracts, approving the school's annual budget, overseeing the school's fiscal and legal affairs, hiring and evaluating the Director, and ensuring the long-term viability of the School.

+ Coordinated with all areas of the program, including legal and compliance, human resources, treasury, and engineering to ensure timely completion of program operation milestones.+ Provided direct financial analysis and cost control support for $20 Million of delivery orders with combined program value of over $100 Million dollars.+ Prepared and analyzed financial reports, product baseline reports, cost allocations, and budget variances.+ Coordinated and provided financial analysis support for the corporate forecasting process.+ Prepared and analyzed complex pricing models.+ Prepared business case analysis, including preparing financial models and reviewing contract modifications.

+ Responsible for total cost proposal management for assigned proposals including review and interpretation of Request for Proposal (RFP) requirements. + Created Work Breakdown Structures (WBS), sample program scope would be C130 or F-22.+ Coordinated functional responsibilities with proposal manager/team, establish proposal schedules, and communicate pricing ground rules & assumptions. + Compiled and review Basis of Estimates (BOEs) from all functional areas for accuracy and price labor, material, travel, and other costs.+ Prepared and presented estimating presentation charts for Executive Planning Panel (EPP) reviews. + Prepared business case analyses, discounted cash flows, and other investment evaluation metrics including Internal Rate of Return (IRR) and Net Present Value (NPV) calculations. + Prepared cost & pricing data and assemble cost volumes as required. Support customer fact-finding and negotiations with recommended positions by cost element and profit.+ Supported Internal and External Audits

+ Provided direct central financial systems support for financial and engineering personnel. + Served as systems administrator for the Earned Value Management System. + Participated in the control of cost and schedules on contracts requiring a validated cost schedule control system.+ Performed analysis and prepared reports in order to ensure that contracts were within agreed-upon parameters and government guidelines.+ Assisted in financial analysis such as funding profiles, sales outlook, and variance analysis. + Incorporated contractual changes into control systems.

+Developed and applied knowledge of general business and accounting principles to operational and program accounting. +Evaluated cost and schedule performance against program objectives for multiple contract types.+Created project schedule baseline, cost control systems, and monitored costs and schedules on contracts requiring validated cost schedule control systems for $41 Million of delivery orders.+Provided analysis and associated data of cost/schedule performance to project team members.