Societies: Family Business Club (Associate Vice President), Gaming and Esports Management Society (Associate Vice President), Stern Golf Club, Asian Business SocietyCompetition: NYU J.P. Morgan Case Competition 1st Place

• Conducted due diligence and investment analysis on multiple venture capital firms through data room analysis and cross verifications with related parties, leading to multi-million investments• Led a team of three to identify investment targets by sourcing deals through cold calling and engaging senior leadership from 16 PE/VC firms across the AI, gaming, SaaS, robotics, consumer goods, and real estate industries• Analyzed and delivered a comprehensive report on a venture-backed robotics startup for Fargo Wealth Investment leadership, supporting the launch of a multi-million-dollar SPV to acquire secondary LP interest in the startup• Spearheaded and conducted meetings with senior leaders from two VC firms to cultivate strategic partnerships

• Invited professionals from single and multi-family offices to deliver in person or virtual guest lectures on a weekly basis• Facilitated group of 26 to attend guest lectures, sourced and organized event spaces when applicable

• Secured $150,000 in funding through pitches to senior telecommunications industry professionals and scaled the firm to generate $0.6 million in revenue in 2023, serving 206 clients• Negotiated contracts with state-owned telecommunication firms, coordinated with legal counsel on regulatory filings, and established strong networks with government officials, successfully securing operational rights• Directed the development of product value propositions, crafted go-to-market strategies, defined and tracked key performance indicators, designed top-line growth initiatives, and led a cross-functional team to implement company strategy• Independently sourced and secured 20 clients through innovative market development and aggressive pricing strategies• Constructed Pitch Deck and convinced two senior members of China Unicom to join as founding members

• Generated $1.42 million in profit in 12 months by spearheading an initiative with team of six to convert 49,950 square feet of vacant offices into coworking spaces; strategized and acquired 65 clients within 3 months, filling all vacancies • Performed underwriting and valuation analyses for real estate assets, leveraging models to assess investment potential, forecast returns, and identify risks, resulting in $39.8 million invested across residential and commercial properties• Developed dynamic models to drive forecasting, budgeting, and variance analysis, supporting executive decision-making on project viability and optimizing resource allocation, resulting in an 8% reduction in operating costs• Worked cross-functionally and forged strategic partnerships with prominent firms in the electric vehicle, media and property management industries, resulting in over $2 million in profit from 2023 to 2024

• Developed research reports on six internet and video game companies by utilizing comparable company analysis and DCF analysis; materials were used in presentations to leadership and for client-facing newsletters and reports

• Led a team of four to facilitate onsite due diligence on two publicly traded real estate firms; delivered key insights to senior management that informed the decision to forgo investment, avoiding potential multi-million-dollar losses• Executed in-depth market trend and competitive positioning analyses, driving data-informed decisions that led to the strategic conversion of a 359,600-square-foot office building into residential apartments • Executed comprehensive market research and financial modeling to inform strategic planning and capital allocation, resulting in a data-driven decision to divest $30 million in residential properties across China, enhancing ROI

• Led comprehensive appraisals for development projects in Beijing and Fang Shan, and for nationwide M&A opportunities.• Prepared and managed essential documentation, ensuring compliance with government, partner, and regulatory requirements across all stages of development and M&A projects.• Developed and analyzed financial forecasts, budgets, and variance reports to guide strategic decision-making, enhance financial performance, and support cross-functional teams in meeting business objectives