• Conducted competitive analysis on Executive HR Recruitment industry, filtering down to 10 key competitors in the market. Providing pricing analysis and key metric performances of market.• Provided 2 weekly written reports to the CEO regarding industry performances outlooks and trends • Created an investment flow to manage 8000 potential investors through filtering in Tableau and import on to Google sheet and narrow it down to 100 investors• Provided input into the development of a strategic plan for the fundraising campaign(s) of $3M USD, including fundraising goals, budget recommendations, vendors, volunteer goals, timelines

• GenomeSmart Inc was acquired in February 2020 by Konica Minolta Precision Medicine• Hired as consultant to establish deal flow process and provide input on funding stages • Implemented system to record deal flow and potential investor.• Directly working with CEO to assist in preparing pitch presentation to investor as well as annual letter to investor • Successfully assist in fundraising SAFE note round

Voting member, work closely with portfolio managers. Oversee the Fund’s investments, keeping future investment returns and donor relationships in mind. Responsibilities include the following:• Head of the Portfolio Management Committee which oversees the performance of all investments in the Fund on a weekly basis as well as monitoring and amending the Spartan Bay Area Index on a monthly basis.• Compile Portfolio Managers economic reports to help assist the CEO in creating the Annual Report and the Monthly Report.• Draft and present investment- make proposals to be recommended to the Board on a weekly basis.• Appoint Portfolio Managers as required.

• Research and present multiple new investment ideas throughout in a fast and timely matter.• Conduct relevant financial analysis on equities with emphasis on company’s financial standing• Forecast key financial items driven by macroeconomic, industry, and company growth potential• Construct purchase recommendations using Excel to build comparable analysis, different ratios, and financial models such as DCF and DDM• Received recognition from CEO for effective pitch presentation, and pitched stock was purchased • Work in teams to provide board members with insights regarding risks and opportunities facing the company

•Successfully cutting down lead time from 5 days to 3 hours, for semester reconciliation reports. Through implementing formula in Excel Spread Sheet. Prepare foundational data to process Special Session Program and faculty payroll documents.• Create and maintain records of faculty appointments in compliance with the Academic Affairs Division (AAD) approved Special Session procedures.• Maintain around 5,000 payrolls information, and reconcile and analyze data to prevent payroll discrepancies and inconsistency.• Work with Procurement and Accounts Payable to follow-up issues on submitted requests.• Monitor open purchase orders for timeliness and track year-to-date expenditures. • Assist in maintaining requisition logs and files for each of the CIES units for audit purposes.

Partnered with the VC firm, Vonzos Partners, to create a business plan to attract future investors. The business plan emphasized fund allocation, investor returns, company differentiation and social responsibility.• Consulted with management to identify technical requirements and define project milestones.• Completed a competitive analysis of key figures in the VC industry. The report included Portfolio Composition, Investment Strategy, SWOT, Porter’s 5 Forces, Virtuous Loop, and Operating Budget• Designed infographics to illustrate Vonzos’ investor structure, portfolio composition and competitive performance.• Presented final deliverable to management and provide recommendations on how to attract millennial investors

• Conducted extensive research and due diligence on CFA-chosen company (Gap Inc.)• Forecast key financial items driven by macroeconomic, industry, and company growth potential• Construct purchase recommendations using Excel to build comparable analysis, different ratios, and financial models such as DCF, Exit Multiple, and DDM• Draft up a report detailing the company’s Industry, Competitive position, & Valuation • Participated in a conference call with Gap Inc.’s Investor Relations• Creating a presentation and pitched a HOLD recommendation to CFA Charterholders and industry professionals in San Francisco