I am currently working as a buy-side analyst with a hedge fund/family office in the San Francisco Bay Area. After graduating from Colorado College cum laude and receiving honors in the Mathematical Economics major, I have learned a great deal about the fascinating world of investing while delivering buy-side reports on companies, largely focusing on consumer and CRE sectors.Looking forward, I plan to pursue the CFA charter while continuing to cut my teeth in this thrilling industry. After over a year of COVID delays, I finally sat for and passed my Level I exam in July of 2021. In May of 2023, I passed Level II with 'mastery' scores in all categories and an overall score well above the 90th percentile.
Listed skills include Industry Research, Financial Statement Analysis, Microsoft Excel, Research, and 31 others.