Led comprehensive fundamental research across diverse sectors within the Web3 industry, developing sophisticated, diversified portfolios based on factor-based decision-making models

Pioneered the development of dynamic benchmarks, including TOP 10 MKT CAP and BTCÐ, using diverse weighting strategies (market cap, equal, risk-inverse), and led the design and optimization of crypto portfolios using SAM-LSTM, CPD segmentation, and a multifactor model (market cap, volatility, returns, trading volume)Achieved superior performance in annualized return, volatility, return skewness, 95% CVaR, and Sharpe Ratio, outperforming established benchmarks, and demonstrated the diversification benefits of integrating these portfolios into traditional 60/40 investment strategies

Grading assignments, quizzes, and exams, and providing constructive feedback to help students improve their understanding of the course materialHolding regular office hours to provide one-on-one guidance to students, helping them to overcome any challenges and enhance their financial modeling skills

Conducted in-depth research and analysis on the biotech industry, including market trends, product competitions, and regulatory environments, to provide financial insights for IPO valuation projectsUtilized advanced financial modeling skills and industry research to conduct financial due diligence and collaborated with cross-functional teams to develop DCF and Comparable valuations for Inmune Bio (NASDAQ: INMB), AnPac Bio-Medical Science (NASDAQ: ANPC), Universe Pharmaceuticals (NASDAQ: UPC), and Happiness Biotech Group (NASDAQ: HAPP)

Co-Founded the International Student Investment Group at Indiana University Bloomington and expanded it to Purdue and Penn State, alongside establishing WeCapital Club in New York City. Successfully built a vibrant community of approximately 2300 members, setting a solid foundation for future asset management services and investor relations projects.Formed and guided equity research team, merging fundraising prowess and asset management expertise to raise $5.8 million from over 29 investors, while ensuring high investor satisfaction through strategic communications and transparent reportingManaged outsourced investor relations for 5 public firms, including organizing over 35 roadshows and a charity cruise, exemplified by successfully aiding Yangtze River Port and Logistics' Nasdaq uplisting, which expanded their investor base from 200+ to 1800+ and resulted in a 38% stock price increase